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Journal Article

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

2015-11-17
2015-32-0708
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

The Use of Life Cycle Assessment with Crankcase Lubricants to Yield Maximum Environmental Benefit – Case Study of Residual Chlorine in Lubricant

2008-10-06
2008-01-2376
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.
Journal Article

The Effect of Viscosity Index on the Efficiency of Transmission Lubricants

2009-11-02
2009-01-2632
The world is firmly focused on reducing energy consumption and on increasingly stringent regulations on CO2 emissions. Examples of regulatory changes include the new United States Environmental Protection Agency's (U.S. EPA) fuel economy test procedures which were required beginning with the 2008 model year for vehicles sold in the US market. These test procedures include testing at higher speeds, more aggressive acceleration and deceleration, and hot-weather and cold-temperature testing. These revised procedures are intended to provide an estimate that more accurately reflects what consumers will experience under real world driving conditions. The U.S.
Technical Paper

The Development of CVT Fluids with Higher Friction Coefficients

2003-05-19
2003-01-1978
The development of new transmission designs continues to affect the vehicle market. Continuously variable transmissions (CVTs) remain one of the more recent designs that impact the vehicle market. A desire for high belt-pulley capacity has driven studies concentrating on metal-on-metal (M/M) friction as a function of the CVT fluid. This paper describes the statistical techniques used to optimize the fluid friction as a function of additive components in a bench-scale, three-element test rig.
Technical Paper

Supporting the Transportation Industry: Creating the GC-LB and High-Performance Multiuse (HPM) Grease Certification Programs

2023-10-31
2023-01-1652
This paper outlines the history and background of the NLGI (formerly known as the National Lubricating Grease Institute) lubricating grease specifications, GC-LB classification of Automotive Service Greases as well as details on the development of new requirements for their High-Performance Multiuse (HPM) grease certification program. The performance of commercial lubricating grease formulations through NLGI's Certification Mark using the GC-LB Classification system and the recently introduced HPM grease certification program will be discussed. These certification programs have provided an internationally recognized specification for lubricating grease and automotive manufacturers, users and consumers since 1989. Although originally conceived as a specification for greases for the re-lubrication of automotive chassis and wheel bearings, GC-LB is today recognized as a mark of quality for a variety of different applications.
Technical Paper

Shifting from Automatic to Continuously Variable Transmissions: A Look at Fluid Technology Requirements

1999-10-25
1999-01-3614
New technologies are being commercialized across the automotive industry to address demands for improved fuel economy, emissions reductions, and improved customer satisfaction. Push-belt continuously variable transmissions (b-CVTs) are beginning to command a significant percentage of the market now dominated by manual and conventional automatic transmissions. In addition, automobile manufacturers plan to introduce the first traction drive toroidal-CVTs to the market place within the next five years. A review of the relative benefits and limitations of each of these automatic transmissions exists in the literature. In this paper we consider how the performance requirements of each of these automatic transmission systems impact automatic transmission fluid technology. The physical characteristics and screen test performance of two commercial ATFs, a b-CVTF, and two traction fluids were examined.
Technical Paper

Review of Exhaust Emissions of Compression Ignition Engines Operating on E Diesel Fuel Blends

2003-10-27
2003-01-3283
Recently, research and testing of oxygenated diesel fuels has increased, particularly in the area of exhaust emissions. Included among the oxygenated diesel fuels are blends of diesel fuel with ethanol, or E diesel fuels. Exhaust emissions testing of E diesel fuel has been conducted by a variety of test laboratories under various conditions of engine type and operating conditions. This work reviews the existing public data from previous exhaust emissions testing on E diesel fuel and includes new testing performed in engines of varied design. Emissions data compares E diesel fuel with normal diesel fuel under conditions of different engine speeds, different engine loads and different engine designs. Variations in performance under these various conditions are observed and discussed with some potential explanations suggested.
Technical Paper

Over a Decade of LTMS

2004-06-08
2004-01-1891
The Lubricant Test Monitoring System (LTMS) is the calibration system methodology and protocol for North American engine oil and gear oil tests. This system, administered by the American Society for Testing Materials (ASTM) Test Monitoring Center (TMC) since 1992, has grown in scope from five gasoline engine tests to over two dozen gasoline, heavy duty diesel and gear oil tests ranging from several thousand dollars per test to almost one-hundred thousand dollars per test. LTMS utilizes Shewhart and Exponentially Weighted Moving Average (EWMA) control charts of reference oil data to assist in the decision making process on the calibration status of test stands and test laboratories. Equipment calibration is the backbone step necessary in the unbiased evaluation of candidate oils for oil quality specifications.
Technical Paper

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

2000-03-06
2000-01-0182
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

Next Generation Torque Control Fluid Technology, Part IV: Using a New Split-μ Simulation Test for Optimizing Friction Material-Lubricant Hardware Systems

2010-10-25
2010-01-2230
Wet clutch friction devices are the primary means by which torque is transmitted through 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 ( 2006-01-3271 - Next Generation Torque Control Fluid Technology, Part II: Split-Mu Screen Test Development) a testing tool was developed to correlate to full-vehicle split-mu testing for limited slip differential applications using a low speed SAE #2 friction test rig. The SAE #2 Split-Mu Simulation is a full clutch pack component level friction test. The purpose of this test is to allow optimization of the friction material-lubricant hardware system in order to deliver consistent friction performance over the life of the vehicle.
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

2010-10-25
2010-01-2231
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.
Technical Paper

Next Generation Torque Control Fluid Technology, Part II: Split-Mu Screening Test Development

2006-10-16
2006-01-3271
The popularity of SUVs and light trucks in North America, combined with the return to rear-wheel-drive cars globally, is significantly increasing the installation of torque control devices that improve vehicle stability and drivability. As with other driveline hardware, it is important to optimize the friction material-lubricant-hardware system to ensure that a torque control device provides consistent performance over the life of the vehicle. While there are many publications on friction tests relevant to automatic transmission fluids, the literature relating to torque control testing is not as well developed. In this paper, we will describe a split-mu vehicle test and the development of a split-mu screening test. The screening test uses the SAE#2 friction test rig and shows how results from this test align with those from actual vehicle testing.
Technical Paper

Next Generation Torque Control Fluid Technology, Part I: Break-Away Friction Screening Test Development

2006-10-16
2006-01-3270
The popularity of SUVs and light trucks in North America, combined with the return to rear-wheel-drive cars globally, is significantly increasing the installation rates of torque control devices that improve vehicle stability and drivability. As with other driveline hardware, it is important to optimize the friction material-lubricant-hardware system in order to ensure that a torque control device provides consistent performance over the life of the vehicle. While there are many publications on friction tests relevant to automatic transmission fluids, the literature relating to torque control testing is not as well developed. In this paper we will describe the development of a break-away friction screening test using a Full-Scale Low-Velocity Friction Apparatus (FS-LVFA). Additionally, we will illustrate how this screening test can be used to investigate the fundamental friction material-lubricant interactions that occur in continuously engaged limited slip differentials.
Technical Paper

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

2007-10-29
2007-01-4107
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

Jet Fuel Thermal Stability - Lab Testing for JP8+100

2002-05-06
2002-01-1651
The continued development of more powerful aviation turbine engines has demanded greater thermal stability of the fuel as a high temperature heat sink. This in turn requires better definition of the thermal stability of jet fuels. Thermal stability refers to the deposit-forming tendency of the fuel. It is generally accepted that dissolved oxygen initiates the deposition process in freshly refined fuels. While there are many tests that are designed to measure or assess thermal stability, many of these either do not display sufficient differentiation between fuels of average stability (JP-8) and intermediate stability (JP-8+100, JP-TS), or require large test equipment, large volumes of fuels and/or are costly. This paper will discuss the use of three laboratory tests as “concept thermal stability prediction” tools with aviation fuels, including Jet A-1 or JP-8, under JP8+100 test conditions.
Journal Article

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

2010-05-05
2010-01-1560
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

Field Experience with Selected Lubricants for Commercial Vehicle Manual Transmissions

2005-05-11
2005-01-2176
Laboratory testing is an essential part of product development. However, it usually only reflects a small portion of the experience that a lubricant may see in actual service conditions. Many laboratory tests are designed to only address one or two facets of what is deemed to be critical performance areas. Since it is difficult to cover all of the critical performance conditions problems sometimes arise in service that were not anticipated by the laboratory test. Or, conversely, some above average performance evolves during service that was not observed in a specific laboratory test. This paper highlights the overall performance of four manual transmission fluids approved or accepted by the manufacturer for this application. The evaluations were conducted in a city bus fleet with the test buses assigned to the same route for approximately 300,000 km over 30 months.
Technical Paper

Extended-Drain ATF Field Testing in City Transit Buses

2003-05-19
2003-01-1985
City transit buses are a severe environment for an automatic transmission fluid. The fluid must endure very high operating temperatures because of the use of brake retarders, frequent stop-and-go driving, and numerous shifts. There is an increasing trend toward the use of extended-drain, synthetic-based ATFs for such severe service applications. This paper documents a field trial with both synthetic and petroleum-based ATFs at a large municipal bus fleet in Southern California. Three different commercial ATFs, made with either API Group 2, 3, or 4 base oils, respectively, were compared after roughly 80,000 km. and one year of operation. Because of different additive packages in each fluid, not all of the results can be explained by base oil effects alone. However, the base oil is certainly a dominant contributor to the finished fluid performance. The following four variables were monitored by used oil analysis: iron wear, copper wear, viscosity change, and acid number change.
Technical Paper

Evaluating the Impact of Oil Viscoelasticity on Bearing Friction

2023-10-31
2023-01-1648
In this work, a novel bearing test rig was used to evaluate the impact of oil viscoelasticity on friction torque and oil film thickness in a hydrodynamic journal bearing. The test rig used an electric motor to rotate a test journal, while a hydraulic actuator applied radial load to the connecting rod bearing. Lubrication of the journal bearing was accomplished via a series of axial and radial drillings in the test shaft and journal, replicating oil delivery in a conventional engine crankshaft. Journal bearing inserts from a commercial, medium duty diesel engine (Cummins ISB) were used. Oil film thickness was measured using high precision eddy current sensors. Oil film thickness measurements were taken at two locations, allowing for calculation of minimum oil film thickness. A high-precision, in-line torque meter was used to measure friction torque. Four test oils were prepared and evaluated.
Technical Paper

Development of Next-Generation Automatic Transmission Fluid Technology

2007-10-29
2007-01-3976
Global original equipment manufacturers (OEMs) have requested lower viscosity automatic transmission fluid (ATF) for use in conventional and 6-speed automatic transmissions (AT) to meet growing demands for improved fuel economy. While lower-viscosity ATF may provide better fuel economy by reducing churning losses, other key performance attributes must be considered when formulating lower viscosity ATF(1,2). Gear and bearing performance can be key concerns with lower-viscosity ATFs due to reduced film thickness at the surfaces. Long-term anti-shudder performance is also needed to enable the aggressive use of controlled slip torque converter clutches that permit better fuel economy. And, friction characteristics need to be improved for higher clutch holding capacity and good clutch engagement performance. This paper covers the development of next-generation, low-viscosity ATF technology, which provides optimum fuel economy along with wear and friction durability.
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