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Interactions between a Zinc dialkyldithiophosphate (ZDP) and three different commercially available succinimide dispersants were observed through changes in solutions behavior, as determined by viscometry and Fourier Transform Infrared spectroscopy (FTIR), and four-ball tests. The viscometric response observed for two component blends of ZDP and succinimide dispersant in white oil changed as a function of the molar Zn to N ratio, indicative of specific interactions. The break in the viscometric response curve occurred at Zn:N=0.13 for all three succinimide dispersants. FTIR spectra of the same ZDP-dispersant blends were examined and similar Zn:N dependencies were observed. Four-ball tests measuring wear scar diameter, seizure load and weld load showed a dependence on the Zn to N ratio similar to that observed by viscometry. At very low Zn to N ratios wear and seizure load were decreased, while at higher ratios the seizure and weld loads were increased over that for ZDP alone.

Our basic understanding of the chemical and physical nature of soot, its interaction with lubricant components and its role in promoting wear and oil thickening in heavy duty diesel engines continues to grow. Our current study in the GM 6.5L engine focuses on examining the effects of variations in base stock type (Group I vs. Group II), viscosity index improver or viscosity modifier (VM) chemistry (OCP vs. dispersant OCP), zinc dithiophosphate (ZDP) type and dispersant type (low MW vs. high MW) on roller follower wear, viscosity growth and other measured responses. In this study, more robust fluids were tested producing very low wear results and minimal viscosity increase of the lubricant. Fluids containing dispersant OCP (DOCP) and high MW dispersant produced a lower degree of wear, whereas varying the ZDP type (1° vs. 2°) showed no effect on wear. The use of Group II base stocks was associated with significantly lower viscosity increases.

Extended drain of axle and transmission lubricants has gained wide acceptance in both passenger car and commercial vehicle applications. Understanding how the lubricant changes during extended drain operations is crucial in determining appropriate lubricants and drain intervals for these applications. A suitable aging screen test with an established relationship to field performance is essential. Over the years numerous methods have been studied (DKA, GFC, ISOT, ASTM L-60) with varying degrees of success1,2,3. Current methods tend to be overly severe in comparison to field experience, hence the need for further work in this area. As a result of recent work, a lubricant aging test method has been developed which shows good correlation with field experience, giving us an effective tool in the development of long drain oils.

Specific frictional properties are essential to provide correct and pleasurable shifting in a manual transmission. Synchroniser rings are being manufactured from an increasingly wider range of materials, and it is important to understand synchroniser-additive interactions in order to develop tailored lubricants that provide the desired frictional performance. This paper describes a study of the interaction of various friction modifier additives with a range of synchroniser materials in order to better understand the potential to develop lubricants that provide optimal frictional performance across a wide range of manual transmission-synchroniser systems.

Specific frictional properties are essential to provide correct and pleasurable shifting in a manual transmission. Synchroniser rings are being manufactured from an increasingly wider range of materials, and so it is important to understand synchroniser-additive interactions in order to develop tailored lubricants that provide the desired frictional performance. This paper describes a study of the interaction of various friction modifier additives with a range of synchroniser materials in order to better understand the potential to develop lubricants that provide optimal frictional performance across a wide range of manual transmission-synchroniser systems. This presentation will outline the results of testing fluids with a range of synchroniser materials and will be followed by a future paper that will describe details of the fluids and analysis of their interactions with the different synchroniser surfaces.

The International Lubricant Standardization and Approval Committee (ILSAC) GF-2 specification requires Passenger Car Motor oils to provide enhanced fuel economy in a modern low friction engine (ASTM Sequence VIA). The durability of this fuel economy improvement is becoming increasingly important and will be address in the successor to the Sequence VIA, the Sequence VIB, which is currently under development for ILSAC GF-3. Previous investigations have indicated that the choice of detergent system and friction modifier has a large impact on the fuel economy of a lubricant. As a result of a study undertaken to further investigate these effects in a 1994 Ford Crown Victoria running the EPA Federal Test Procedure, a significant impact on tailpipe emissions was discovered. Detergent system affected both regulated emissions (hydrocarbon (HC), carbon monoxide (CO), and oxides of nitrogen (NOx) emissions), and non-regulated emissions (carbon dioxide emissions).

In the development of next generation continuously variable transmission fluids (CVTF) where high metal-to-metal friction is required, statistical methods play an important role in finding and understanding chemical additive effects on friction coefficient. In this study, the iterative use of statistical experimental design is applied, first with a Plackett-Burman design to screen many component effects, and then with mixture experiments to further study selective component and interaction effects, so that optimal fluid performance can ultimately be achieved. Friction data generated from continuously variable transmission (CVT) push belt element, bench screen-tests is utilized to make inferences about formulation behavior.

Intentionally adding water to oil, in the laboratory, provides an indication of the oil's ability to tolerate the presence of water. Various characteristics, such as emulsion, haze or separation, may be observed. Some blends of oil and water have been shown to form structures when left undisturbed. A visual, qualitative, storage test is capable of detecting this phenomenon as the presence or absence of structure. However, the time frame of formation can be on the order of days or weeks and is sensitive to handling and temperature effects. Quantitative methods are required for any evaluation of chemistry, temperature and handling effects on the rate and strength of structure formation. This paper describes rheological and electrical methods which directly and indirectly measure the tendency to form a structure at the molecular level, yielding rate of formation and strength information.

Multifunctional additives can compensate for lower quality diesel fuel. Performance and quality have been decreasing worldwide. This has resulted largely from increased use of heavier crude oils and more severe processing to achieve necessary fuel product mix. Fuel additives provide the refiner and marketer with an economic approach to restoring performance and quality. Additives can be formulated to solve many problems related to deposits and wear, which are major factors affecting engine power, economy, emissions and durability. They are of critical importance to the vehicle owner/ operator to maintain dependability and low operating cost. At the same time, the refiner benefits economically through the use of lower cost crudes, greater operational flexibility and ease of adjusting final fuel blends to meet specifications. Typical additive components include: detergent dispersants, inhibitors, stabilizers, cetane improvers, and flow improvers.

The lubricant is a key component in the successful operation of a manual transmission, but it is important that the interactive effects with the friction material are understood. This paper examines the effect of several key additive components on the friction and wear performance of a single sinter composition in a carefully controlled laboratory test. In addition, the test method allows one to develop information about the shift behavior of the fluid-synchronizer material combination which provides useful information about shift quality. From the original experimental design program a predictive model was developed and an optimized formulation was tested as a validation of the results.

The authors provide evidence indicating that oils meeting only the minimum requirements of API GL-5 do not always provide adequate gear protection, especially in severe duty applications. Increases in commercial vehicle power and loading have accentuated the need for oils of greater load carrying ability. A modified version of the standard L-37 test may help identify oils that possess superior durability and thermal characteristics. Future gear lubricants should provide improved fuel economy, increased manual transmission life; and frictional characteristics that allow noise free performance in limited slip differentials.

Interactions between automatic transmission fluid (ATF) components and composite friction materials and their effect on friction system performance continues to be an active area of interest to the automotive industry. A more fundamental understanding is needed of how base fluids, ATF additives, friction materials, and transmission design interact to produce the observed transmission system performance and durability. We herein report results from investigations carried out using a relatively thermo-oxidatively stable polyalphaolefin (PAO) base fluid treated with components representative of several additive types we previously reported to have significant negative effects on frictional performance. Secondly, we investigated a conventionally refined 150 N base oil treated with a calcium sulfonate detergent previously shown to improve friction performance.

Motorcycle manufacturers have recognized that highly friction modified passenger car oils can be deleterious to clutch performance, leading to clutch slippage. To address this issue, a JASO specification for four-stroke motorcycle oils was developed in 1999, categorizing oils into high friction oils termed JASO MA and low friction oils termed JASO MB. The high friction oils were preferred for most motorcycles where the engine oil also lubricates the clutch and gears. New motorcycle transmission technologies have increased the number of dry clutch applications which has led to an increased demand for JASO MB oils to improve fuel efficiency. While JASO MB oils contain friction modifiers to improve initial fuel economy, the motorcycle specifications have not addressed the fuel economy durability of motorcycle oils.

Recent commercial specification revisions for automatic transmission fluids (ATFs) have focused upon more stringent friction requirements. More stringent friction durability characteristics are assessed using the SAE No. 2 tester. The commercial specifications do not include provisions to evaluate low speed friction characteristics, which have been shown to relate to torque converter shudder. This paper focuses upon effective use of the Falex 6 Multispecimen Tester to evaluate friction durability and to evaluate low speed friction characteristics in conjunction with low speed friction apparatus (LVFA) testing. Falex 6 testing agreed with torque fade observed in SAE No. 2 tests. Low speed stick-slip durability characteristics were effectively differentiated for a number of field ATFs. Falex 6 testing coupled with LVFA testing was shown to correlate with field experience and other test methods related to torque converter shudder.

The International Lubricant Standardization and Approval Committee (ILSAC) GF-2 requirements for Passenger Car Motor Oils (PCMOs) will lower phosphorus limits from a maximum of 0.12% allowed by ILSAC GF-1 to a maximum of 0.10%. In effect, the ILSAC GF-2 phosphorus limit removes 17% of the most commonly used antiwear and antioxidant additive in current PCMOs, zinc dialkyldithiophosphate (ZDP). This paper outlines some work in ASTM Sequence V engine dynamometer tests to quantify the effect of reducing the ZDP on valve train wear and sludge formation. Engine data for the Sequence VE, the proposed Sequence VF, and the modified Sequence VE are presented. These three tests summarize the evolution of the Sequence V from the Sequence VE for GF-1 to the dual plug Sequence VE configuration for the GF-2 specification.

Accurate, timely field test results are necessary to develop and validate lubricants meeting frequently changing performance requirements. Field tests can also provide valuable information about performance deficiencies (e.g., soot related wear) which are not apparent in laboratory development tests. Since field tests are time intensive and increasingly expensive, it is imperative that the data generated provide meaningful results with reasonable expenditures. The data generation and analysis process are being constantly improved according to the principles of quality management. Part of the process improvement focuses on accurate, realistic treatment of the data since more variation is typically observed in field tests than in laboratory tests. One of the most difficult analytical processes occurs with oil consumption data.

The goal of this work was to find combinations of detergent and friction modifier additives that would produce high metal/metal friction with good clutch material performance. A baseline formulation was used with various combinations of five different detergents with five different friction modifiers. Two bench tests were used to assess performance. A CVT (Continuously Variable Transmission) Element-on-Ring Test was used to study metal/metal performance, and a VSFT (Variable Speed Friction Tester) procedure with cellulose based friction material was used to evaluate the μ-v (friction coefficient-velocity) clutch performance. Interestingly, a 400 TBN magnesium sulfonate detergent combined with a phosphorus containing friction modifier showed a special synergy.

Driven by global demands for improved fuel economy and reduced emissions, significant improvements have been made to engine designs and control systems, vehicle aerodynamics, and fuel quality. Improvements, such as the continuously slipping torque converter, have also been made to automatic transmissions to increase vehicle efficiency. Recently, belt-continuously variable transmissions (b-CVTs) have been commercialized with the promise of significant fuel economy improvements over conventional automatic transmissions. Automotive traction drive transmissions may soon join belt-CVTs as alternative automatic transmission technology. Much of the information reported in technical and trade publications has been on the mechanics of these traction drive systems. As automotive traction drives move closer to commercial reality, more attention must be given to the performance requirements of the automotive traction fluid.