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The functions of engine oil are reviewed. The chemistry of engine oil additives and synthetics is described in terms for the non-chemist. The latest SAE engine oil viscosity classifications and API service designations are detailed. Developments underway to upgrade engine oil quality are discussed.

Tremendous amount of useful information can be extracted from the cylinder pressure signal for engine combustion control. However, the physical cylinder pressure sensors are undesirably expensive and their health need to be monitored for fault diagnostic purpose as well. This paper presents the results of the development of a virtual cylinder pressure sensor (VCPS) with individual variable-oriented independent estimators. Two neural network-based independent cylinder pressure related variable estimators were developed and verified at steady state. The results show that these models can predict the variables correctly compared with the extracted variables from the measured physical cylinder pressure sensor signal. Good generalization capabilities of the developed models are observed in the sense that the models work well not only for the training data set but also for the new inputs that they have never been exposed to before.

Reactivity Controlled Compression Ignition (RCCI) natural gas/diesel dual-fuel combustion has been shown to achieve high thermal efficiency with low NOX and PM emissions, but has traditionally been limited to low to medium loads. High BMEP operation typically requires high substitution rates (i.e., >90% NG), which can lead to high cylinder pressure, pressure rise rates, knock, and combustion loss. In previous studies, compression ratio was decreased to achieve higher load operation, but thermal efficiency was sacrificed. For this study, a multi-cylinder heavy-duty engine that has been modified for dual-fuel operation (diesel direct-injection and natural gas (NG) fumigated into the intake stream) was used to explore RCCI and other dual-fuel combustion modes at high compression ratio, while maintaining stock lug curve capability (i.e., extending dual-fuel operation to high loads where conventional diesel combustion traditionally had to be used).

A program to demonstrate the performance of advanced emission control systems in light of the California LEV II light-duty vehicle standards and the EPA's consideration of Tier II emission standards was conducted. Two passenger cars and one light-duty pick-up truck were selected for testing, modification, and emission system performance tuning. All vehicles were 1997 Federal Tier I compliant. The advanced emission control technologies evaluated in this program included advanced three-way catalysts, high cell density substrates, and advanced thermally insulated exhaust components. Using these engine-aged advanced emission control technologies and modified stock engine control strategies (control modifications were made using an ERIC computer intercept/control system), each of the three test vehicles demonstrated FTP emission levels below the proposed California LEV II 193,000 km (120,000 mile) ULEV levels.

As GHG and fuel economy regulations of light-duty vehicles have become more stringent, advanced emissions reduction technology has extensively penetrated the US light-duty vehicle fleet. This new technology includes not only advanced conventional engines and transmissions, but also greater adoption of electrified powertrains. In 2022, electrified vehicles – including mild hybrids, strong hybrids, plug-ins, and battery electric vehicles – made up nearly 17% of the US fleet and are on track to further increase their proportion in subsequent years. The Environmental Protection Agency (EPA) has previously used its Advanced Light-Duty Powertrain and Hybrid Analysis (ALPHA) full vehicle simulation tool to evaluate the greenhouse gas (GHG) emissions of light-duty vehicles. ALPHA contains a library of benchmarked powertrain components that can be matched to specific vehicles to explore GHG emissions performance.

With the rapid expansion of the automotive market in China, air quality in the major cities has become a severe concern. Great efforts have been made in introducing new emission regulations; however, fuel and lubricant qualities, emissions aftertreatment system durability and in-use compliance to the emissions regulations still require significant improvement. China follows the European Union (EU) emission regulations in general, but different levels of standards exist. This paper gives a comprehensive overview of the current and near-future heavy-duty diesel emission regulations, as well as fuel and lubricant specifications.

As governmental agencies focus on low levels of the oxides of nitrogen (NOx) emissions compliance, new off-road applications are being reviewed for both regulated and unregulated emissions to understand the technological challenges and requirements for improved emissions performance. The California Air Resources Board (CARB) has declared its intention to pursue more stringent NOX standards for the off-road market. As part of this effort, CARB initiated a program to provide a detailed characterization of emissions meeting the current Tier 4 off-road standards [1]. This work focused on understanding the off-road market, establishing a current technology emissions baseline, and performing initial modeling on potential low NOx solutions. This paper discusses a part of this effort, focuses on the emissions characterization from two non-road engine platforms, and compares the emissions species from different approaches designed to meet Tier 4 emissions regulations.

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.

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.

In API engine oil licensing, candidate oils must meet the performance requirements of category defined engine tests. While API category engine tests are developed to target a theoretical performance standard, it is rare that the cost to test and approve oils is understood. Given that engine tests are an integral part of oil evaluation, understanding of engine test value is necessary. Therefore, measurements of value are presented as Unbiased Engine Test Evaluation (UETE). UETE evaluates an engine test's draw on time and money resources by estimating the average number of tests required before a candidate oil will pass the category defined engine tests. A pilot study using the API CH-4 Category is presented.

The use of compressed natural gas as an alternative to conventional fuels has received a great deal of attention as a strategy for reducing air pollution from motor vehicles. In many cases, regulatory action has been taken to displace diesel fuel with natural gas in truck and bus applications. Emissions results of heavy-duty transient FTP testing of two Cummins L10-240G natural gas engines are presented. Regulated emissions of non-methane hydrocarbons, total hydrocarbons, CO, NOx, and particulate were characterized, along with emissions of formaldehyde. The effects of air/fuel ratio adjustments on these emissions were explored, as well as the effectiveness of catalytic aftertreatment in reducing exhaust emissions. Compared to typical heavy-duty diesel engine emissions, CNG-fueled engines using exhaust aftertreatment have great potential for meeting future exhaust emission standards, although in-use durability is unproven.

Small engines which are friendly toward the environment are needed all over the world, whether the need is expressed in terms of energy efficiency, useful engine life, health benefits for the user, or emission regulations enacted to protect a population or an ecologically-sensitive area. Progress toward the widespread application of lower-impact small engines is being made through engine design, matching of engine to equipment and task, aftertreatment technology, alternative and reformulated fuels, and improved lubricants. This paper describes three research and development projects, focused on the interrelationships of fuels, lubricants, and emissions in Otto-cycle engines, which were conducted by Southwest Research Institute. All the work reported was funded internally as part of a commitment to advance the state of small engine technology and thus enhance human utility.

A project was conducted by Southwest Research Institute on behalf of the California Air Resources Board and the South Coast Air Quality Management District to demonstrate the technical feasibility of utilizing closed-loop three-way catalyst technology in off-road equipment applications. Five representative engines were selected, and baseline emission-tested using both gasoline and LPG. Emission reduction systems, employing three-way catalyst technology with electronic fuel control, were designed and installed on two of the engines. The engines were then installed in a fork lift and a pump system, and limited durability testing was performed. Results showed that low emission levels, easily meeting CARB's newly adopted large spark-ignited engine emission standards, could be achieved.

Life Cycle Assessment (LCA) is a methodology used to determine quantitatively the environmental impacts of a range of options. The environmental community has used LCA to study all of the impacts of a product over its life cycle. This analysis can help to prevent instances where a greater degree of environmental harm results when changes are made to products based on consideration of impacts in only part of the life cycle. This study applies the methodology to engine lubricants, and in particular chlorine limits in engine lubricant specifications. Concern that chlorine in lubricants might contribute to emissions from vehicle exhausts of polychlorinated dibenzo-p-dioxins (PCDD) and polychlorinated dibenzofurans (PCDF), collectively called PCDD/F, led to the introduction of chlorine limits in lubricant specifications. No direct evidence was available linking chlorine in lubricants to PCDD/F formation, but precautionary principles were used to set lubricant chlorine limits.

The objective was to demonstrate the feasibility of operating a natural gas two-stroke engine using glow plug ignition with very lean mixtures. Based on the results obtained, the term SCGI (stratified charge glow plug ignition) was coined to describe the engine. An JLO two-stroke diesel engine was converted first to a natural gas fueled spark-ignited engine for the baseline tests, and then to an SCGI engine. The SCGI engine used a gas operated valve in the cylinder head to admit the natural gas fuel, and a glow plug was used as a means to initiate the combustion. The engine was successfully run, but was found to be sensitive to various conditions such as the glow plug temperature. The engine would run very lean, to an overall equivalence ratio of 0.33, offering the potential of good fuel economy and low NOx emissions.

Two large, heavy light-duty gasoline vehicles (2004 model year Ford F-150 with a 5.4 liter V8 and GMC Yukon Denali with a 6.0 liter V8) were baselined for emission performance over the FTP driving cycle in their stock configurations. Advanced emission systems were designed for both vehicles employing advanced three-way catalysts, high cell density ceramic substrates, and advanced exhaust system components. These advanced emission systems were integrated on the test vehicles and characterized for low mileage emission performance on the FTP cycle using the vehicle's stock engine calibration and, in the case of the Denali, after modifying the vehicle's stock engine calibration for improved cold-start and hot-start emission performance.

The Nissan KA24E engine test is designated to replace the Ford Sequence VE engine test as the low temperature valve train wear requirement for ILSAC (International Lubricant Standardization and Approval Committee) GF-3. The KA24E (recently designated the Sequence IV A) represents much of the current world-wide material and design technology while retaining the sliding cam/follower contact found in earlier engine designs. The work presented here is the first of two reports. In this first report, the physical and chemical environment the KA24E engine presents a lubricant is characterized and compared to those of the Sequence VE engine. Valve train materials and wear modes are investigated and described. Although chemical analysis of drain oils indicate the KA24E procedure does not degrade the lubricant to the extent seen in the Sequence VE test, valve train wear appears to proceed in a similar manner in both tests.

Experiments were performed on a small displacement (< 2 L), high compression ratio, 4 cylinder, port injected gasoline engine equipped with Dedicated EGR® (D-EGR®) technology using fuels with varying anti-knock properties. Gasolines with anti-knock indices of 84, 89 and 93 anti-knock index (AKI) were tested. The engine was operated at a constant nominal EGR rate of ∼25% while varying the reformation ratio in the dedicated cylinder from a ϕD-EGR = 1.0 - 1.4. Testing was conducted at selected engine speeds and constant torque while operating at knock limited spark advance on the three fuels. The change in combustion phasing as a function of the level of overfuelling in the dedicated cylinder was documented for all three fuels to determine the tradeoff between the reformation ratio required to achieve a certain knock resistance and the fuel octane rating.

Global emission legislations for diesel engines are becoming increasingly stringent. While the exhaust gas composition requirements for prior iterations of emission legislation could be met with improvements in the engine's combustion process, the next issue of European, North American and Japanese emission limits greater than 2005 will require more rigorous measures, mainly employment of exhaust gas aftertreatment systems. As a result, many American diesel OEMs are considering NOx adsorbers as a means to achieve 2007+ emission standards. Since the efficacy of a NOx adsorber over its lifetime is significantly affected by sulfur (“sulfur poisoning”), forthcoming reductions in diesel fuel sulfur (down to 15 ppm), have raised industry concerns regarding compatibility and possible poisoning effects of sulfur from the lubricant.

The impact of additive and oil chemistry on low speed pre-ignition (LSPI) was evaluated. An additive metals matrix varied the levels of zinc dialkyldithiophosphate (ZDDP), calcium sulfonate, and molybdenum within the range of commercially available engine lubricants. A separate test matrix varied the detergent chemistry (calcium vs. magnesium), lubricant volatility, and base stock chemistry. All lubricants were evaluated on a LSPI test cycle developed by Southwest Research Institute within its Pre-Ignition Prevention Program (P3) using a GM LHU 2.0 L turbocharged GDI engine. It was observed that increasing the concentration of calcium leads to an increase in the LSPI rate. At low calcium levels, near-zero LSPI rates were observed. The addition of zinc and molybdenum additives had a negative effect on the LSPI rate; however, this was only seen at higher calcium concentrations.