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Journal Article

Unique Needs of Motorcycle and Scooter Lubricants and Proposed Solutions for More Effective Performance Evaluation

The operating conditions of a typical motorcycle are considerably different than those of a typical passenger car and thus require an oil capable of handling the unique demands. One primary difference, wet clutch lubrication, is already addressed by the current JASO four-stroke motorcycle engine oil specification (JASO T 903:2011). Another challenge for the oil is gear box lubrication, which may be addressed in part with the addition of a gear protection test in a future revision to the JASO specification. A third major difference between a motorcycle oil and passenger car oil is the more severe conditions an oil is subjected to within a motorcycle engine, due to higher temperatures, engine speeds and power densities. Scooters, utilizing a transmission not lubricated by the crankcase oil, also place higher demands on an engine oil, once again due to higher temperatures, engine speeds and power densities.
Technical Paper

Understanding Soot Mediated Oil Thickening Part 6: Base Oil Effects

One of the key functions of lubricating oil additives in diesel engines is to control oil thickening caused by soot accumulation. Over the last several years, it has become apparent that the composition of the base oil used within the lubricant plays an extremely important role in the oil thickening phenomenon. In particular, oil thickening observed in the Mack T-8 test is significantly affected by the aromatic content of the base oil. We have found that the Mack T-8 thickening phenomenon is associated with high electrical activity, i.e., engine drain oils which exhibit high levels of viscosity increase show significantly higher conductivities. These findings suggest that electrical interactions are involved in soot-induced oil thickening.
Technical Paper

Tribological and Metallurgical Properties of Nitrided AISI 4340 Steel

Nitridng usually improves wear resistance and can be accomplished using a gas or plasma method; it's necessary to find if there is any difference in surface roughness, wear and/or wear mechanism when choosing between methods for nitriding. In this study, Ball-on-disk wear test was compared on coupons nitrided with five different nitriding cycles that processed at temperatures of 500-570°C, with a processing time of 8 - 80 hrs. Different compound layer thicknesses were formed, (5-8μm), and a minimum of 0.38 mm case depth was produced. Nitrided samples were also compared to nitrocarburized and the nitrided coupons with a “0” compound layer in a ball-on-disk test. Few selected coupons were post-polished and wear test on ball-on-disk test was compared with the coupons without post polishing. Optical surface roughness using White Light Interferometry (WLIM) and metallurgical testing was performed.
Journal Article

Tribological Performance of ZnO-Oil Nanofluids at Elevated Temperatures

The tribological performance of nanofluids consisting of ZnO nanoparticles dispersed with a stabilizer in an API Group III oil was investigated. Recent research suggests that these fluids may reduce friction and wear compared to the base oil when used as a lubricant in metal-on-metal tests. The effects of nanoparticle concentration and test temperature on friction and wear were studied. Tests were run at 50°C and 100°C to investigate the viability of the fluids at elevated temperatures because possible applications include use as engine lubricants. Nanofluids showed friction reduction of up to 5.2% and reduced wear by up to 82.8% versus oil with only stabilizer at the highest ZnO concentration and the lowest temperature. Stabilizer increased wear at every concentration, but did not affect friction significantly. Fluid viscosity was also investigated. At 30°C, significant shear-thinning behavior was observed for the 2% ZnO solution, and a viscosity versus shear rate curve was found.
Technical Paper

The Research on Edge Tearing with Digital Image Correlation

Material formability is a very important aspect in the automotive stamping, which must be tested for the success of manufacturing. One of the most important sheet metal formability parameters for the stamping is the edge tear-ability. In this paper, a novel test method has been present to test the aluminum sheet edge tear-ability with 3D digital image correlation (DIC) system. The newly developed test specimen and fixture design are also presented. In order to capture the edge deformation and strain, sample's edge surface has been sprayed with artificial speckle. A standard MTS tensile machine was used to record the tearing load and displacement. Through the data processing and evaluation of sequence image, testing results are found valid and reliable. The results show that the 3D DIC system with double CCD can effectively carry out sheet edge tear deformation. The edge tearing test method is found to be a simple, reliable, high precision, and able to provide useful results.
Technical Paper

Tensile Test for Polymer Plastics with Extreme Large Elongation Using Quad-Camera Digital Image Correlation

Polymer plastics are widely used in automotive light weight design. Tensile tests are generally used to obtain material stress-strain curves. Due to the natural of the plastic materials, it could be elongated more than several hundred percent of its original length before breaking. Digital Image Correlation (DIC) Analysis is a precise, full field, optical measurement method. It has been accepted as a practical in-field testing method by the industry. However, with the traditional single-camera or dual-camera DIC system, it is nearly impossible to measure the extreme large strain. This paper introduces a unique experimental procedure for large elongation measurement. By utilization of quad-camera DIC system and data stitch technique, the strain history for plastic material under hundreds percent of elongation can be measured. With a quad-camera DIC system, the correlation was conducted between two adjacent cameras.
Technical Paper

Study on Frictional Behavior of AA 6XXX with Three Lube Conditions in Sheet Metal Forming

Light-weighting vehicles cause an increase in Aluminum Alloy stamping processes in the Automotive Industry. Surface finish and lubricants of aluminum alloy (AA) sheet play an important role in the deep drawing processes as they can affect the friction condition between the die and the sheet. This paper aims to develop a reliable and practical laboratory test method to experimentally investigate the influence of surface finish, lubricant conditions, draw-bead clearances and pulling speed on the frictional sliding behavior of AA 6XXX sheet metal. A new double-beads draw-bead-simulator (DBS) system was used to conduct the simulated test to determine the frictional behavior of an aluminium alloy with three surface lubricant conditions: mill finish (MF) with oil lube, electric discharge texture (EDT) finish with oil lube and mill finish (MF) with dry lube (DL).
Technical Paper

Study of Incremental Bending Test on Aluminum Sheets

Bendability is one of the most important formability characteristics in sheet metal forming, so it has to be understood for robust aluminum stamping process designs. Crack is one of the major failure modes in aluminum sheet bending. In this study, a new “incremental bending” method is proposed to reduce the risk of bending failure. A novel laboratory test methodology is conducted to test the 5xxx series aluminum sheet bendability with 3D digital image correlation (DIC) measurement system. The designs of test apparatus and test procedure are introduced in this paper. Through the data processing and evaluation of a sequence image acquisition, the major strain histories within the zone of the through thickness crack of test samples are measured. Testing results show that incremental bending is capable of reducing peak strain on the outer surface obviously compared with traditional non-incremental bending. The more step, more movement, the more peak strain reduction.
Technical Paper

Sensitivity Study of Probit and Two-Point Fatigue Testing Methods

Fatigue strength mean and standard deviation may be estimated by the Probit and 2-Point test methods. In this paper, methodologies for conducting the tests are developed and results from Monte Carlo simulation are presented. The results are compared with those from concurrent testing with the staircase method. While the Probit and 2-Point methods are intuitively attractive, their results are significantly different from those from the staircase method. The latter remains the best of the three.
Journal Article

Scuffing Behavior of 4140 Alloy Steel and Ductile Cast Iron

Scuffing is a failure mechanism which can occur in various engineering components, such as engine cylinder kits, gears and cam/followers. In this research, the scuffing behavior of 4140 steel and ductile iron was investigated and compared through ball-on-disk scuffing tests. A step load of 22.2 N every two minutes was applied with a light mineral oil as lubricant to determine the scuffing load. Both materials were heat treated to various hardness and tests were conducted to compare the scuffing behavior of the materials when the tempered hardness of each material was the same. Ductile iron was found to have a consistently high scuffing resistance before tempering and at tempering temperatures lower than 427°C (HRC ≻45). Above 427°C the scuffing resistance decreases. 4140 steel was found to have low scuffing resistance at low tempering temperatures, but as the tempering temperature increases, the scuffing resistance increased.
Journal Article

Random Vibration Testing Development for Engine Mounted Products Considering Customer Usage

In this paper, the development of random vibration testing schedules for durability design verification of engine mounted products is presented, based on the equivalent fatigue damage concept and the 95th-percentile customer engine usage data for 150,000 miles. Development of the 95th-percentile customer usage profile is first discussed. Following that, the field engine excitation and engine duty cycle definition is introduced. By using a simplified transfer function of a single degree-of-freedom (SDOF) system subjected to a base excitation, the response acceleration and stress PSDs are related to the input excitation in PSD, which is the equivalent fatigue damage concept. Also, the narrow-band fatigue damage spectrum (FDS) is calculated in terms of the input excitation PSD based on the Miner linear damage rule, the Rayleigh statistical distribution for stress amplitude, a material's S-N curve, and the Miles approximate solution.
Technical Paper

Piston Secondary Dynamics Considering Elastohydrodynamic Lubrication

An analytical method is presented in this paper for simulating piston secondary dynamics and piston-bore contact for an asymmetric half piston model including elastohydrodynamic (EHD) lubrication at the bore-skirt interface. A piston EHD analysis is used based on a finite-difference formulation. The oil film is discretized using a two-dimensional mesh. For improved computational efficiency without loss of accuracy, the Reynolds’ equation is solved using a perturbation approach which utilizes an “influence zone” concept, and a successive over-relaxation solver. The analysis includes several important physical attributes such as bore distortion effects due to mechanical and thermal deformation, inertia loading and piston barrelity and ovality. A Newmark-Beta time integration scheme combined with a Newton-Raphson linearization, calculates the piston secondary motion.
Technical Paper

Opportunity for Diesel Emission Reductions Using Advanced Catalysts and Water Blend Fuel

This paper features the results of emission tests conducted on diesel oxidation catalysts, and the combination of diesel oxidation catalysts and water blend fuel (diesel fuel continuous emulsion). Vehicle chassis emission tests were conducted using an urban bus. The paper reviews the impact and potential benefits of combining catalyst and water blend diesel fuel technologies to reduce exhaust emissions from diesel engines.
Technical Paper

Offset Algorithm for Compound Angle Machining of Cummins Cylinder Heads

Proper valve angles and concentric valve seats are critical to performance of an engine. If the valve seat were not right, the valve is not going to seat properly resulting in reduced power output. Although the performance of CNC machines is accurate, unavoidable human errors at the part loading position have serious repercussions on engine performance. A solution algorithm presented in this paper employs the principles of inverse kinematics wherein a faulty compound-hole angle axis in space caused by the translational and rotational errors at the part loading position is identified with an imaginary true axis in space by enforcing identity through a modified machine axes.
Technical Paper

Next Generation Torque Control Fluid Technology, Part III: Using an Improved Break-Away Friction Screen Test to Investigate Fundamental Friction Material-Lubricant Interactions

Wet clutch friction devices are the primary means by which torque is transmitted in many of today's modern vehicle drivelines. These devices are used in automatic transmissions, torque vectoring devices, active on-demand vehicle stability systems, and torque biasing differentials. As discussed in a previous SAE paper ( 2006-01-3270 - Next Generation Torque Control Fluid Technology, Part I: Break-Away Friction Slip Screen Test Development), a testing tool was developed to simulate a limited slip differential break-away event using a Full Scale-Low Velocity Friction Apparatus (FS-LVFA). The purpose of this test was to investigate the fundamental interactions between lubricants and friction materials. The original break-away friction screen test, which used actual vehicle clutch plates and a single friction surface, proved a useful tool in screening new friction modifier technology.
Journal Article

Microstructural Contact Mechanics Finite Element Modeling Used to Study the Effect of Coating Induced Residual Stresses on Bearing Failure Mechanisms

Coatings have the potential to improve bearing tribological performance. However, every coating application process and material combination may create different residual stresses and coating microstructures, and their effect on bearing fatigue and wear performance is unclear. The aim of this work is to investigate coating induced residual stress effects on bearing failure indicators using a microstructural contact mechanics (MSCM) finite element (FE) model. The MSCM FE model consists of a two-dimensional FE model of a coated bearing surface under sliding contact where individual grains are represented by FE domains. Interactions between FE domains are represented using contact element pairs. Unique to this layered rolling contact FE model is the use of polycrystalline material models to represent realistic bearing and coating microstructural behavior. The MSCM FE model was compared to a second non-microstructural contact mechanics (non-MSCM) model.
Technical Paper

Low Volatility ZDDP Technology: Part 2 - Exhaust Catalysts Performance in Field Applications

Phosphorus is known to reduce effectiveness of the three-way catalysts (TWC) commonly used by automotive OEMs. This phenomenon is referred to as catalyst deactivation. The process occurs as zinc dialkyldithiophosphate (ZDDP) decomposes in an engine creating many phosphorus species, which eventually interact with the active sites of exhaust catalysts. This phosphorous comes from both oil consumption and volatilization. Novel low-volatility ZDDP is designed in such a way that the amounts of volatile phosphorus species are significantly reduced while their antiwear and antioxidant performances are maintained. A recent field trial conducted in New York City taxi cabs provided two sets of “aged” catalysts that had been exposed to GF-4-type formulations. The trial compared fluids formulated with conventional and low-volatility ZDDPs. Results of field test examination were reported in an earlier paper (1).
Technical Paper

Investigations of the Interactions between Lubricant-derived Species and Aftertreatment Systems on a State-of-the-Art Heavy Duty Diesel Engine

The tightening legislation in the on-road heavy-duty diesel area means that pollution control systems will soon be widely introduced on such engines. A number of different aftertreatment systems are currently being considered to meet the incoming legislation, including Diesel Particulate Filters (DPF), Diesel Oxidation Catalysts (DOC) and Selective Catalytic Reduction (SCR) systems. Relatively little is known about the interactions between lubricant-derived species and such aftertreatment systems. This paper describes the results of an experimental program carried out to investigate these interactions within DPF, DOC and SCR systems on a state-of-the-art 9 litre engine. The influence of lubricant composition and lube oil ash level was investigated on the different catalyst systems. In order to reduce costs and to speed up testing, test oil was dosed into the fuel. Tests without dosing lubricant into the fuel were also run.
Journal Article

Impact of Lubricating Oil Condition on Exhaust Particulate Matter Emissions from Light Duty Vehicles

Limited technical studies to speciate particulate matter (PM) emissions from gasoline fueled vehicles have indicated that the lubricating oil may play an important role. It is unclear, however, how this contribution changes with the condition of the lubricant over time. In this study, we hypothesize that the mileage accumulated on the lubricant will affect PM emissions, with a goal of identifying the point of lubricant mileage at which PM emissions are minimized or at least stabilized relative to fresh lubricant. This program tested two low-mileage Tier 2 gasoline vehicles at multiple lubricant mileage intervals ranging from zero to 5000 miles. The LA92 cycle was used for emissions testing. Non-oxygenated certification fuel and splash blended 10% and 20% ethanol blends were used as test fuels.
Technical Paper

Extending Injector Life in Methanol-Fueled DDC Engines Through Engine Oil and Fuel Additives

Considerable development effort has shown that conventional diesel engine lubricating oil specifications do not define the needs for acceptable injector life in methanol-fueled, two-stroke cycle diesel engines. A cooperative program was undertaken to formulate an engine oil-fuel additive system which was aimed at improving performance with methanol fueling. The performance feature of greatest concern was injector tip plugging. A Taguchi matrix using a 100 hour engine test was designed around an engine oil formulation which had performed well in a 500 hour engine test using a simulated urban bus cycle. Parameters investigated included: detergent level and type, dispersant choice, and zinc dithiophosphate level. In addition, the influence of a supplemental fuel additive was assessed. Analysis of the Taguchi Matrix data shows the fuel additive to have the most dramatic beneficial influence on maintaining injector performance.