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Technical Paper

Wear in Cummins M-11/EGR Test Engines

2002-05-06
2002-01-1672
The Cummins M-11/EGR diesel engine test is a key tool in evaluating lubricants for the new PC-9 performance category. Wear on liners, crossheads, rocker arms and top ring faces of M-11/EGR high soot test engines operated with two different test cycles was studied through analytical surface techniques. The first test cycle used in this study was an early prototype PC-9 cycle, and the second test cycle was the PC-9 test procedure. Abrasive wear was observed on liners, crossheads and top ring faces. In addition to abrasive wear, corrosive wear was also found on M-11/EGR liners. However, no corrosive wear was observed on crossheads, rocker arms or top ring faces. Soot provides the major contribution to abrasive wear, since the widths of the relatively uniform parallel grooves in the wear scars closely match the primary soot particle sizes. More importantly, soot produced by the M-11/EGR engine was found to be harder than the engine parts.
Technical Paper

Wear Mechanism in Cummins M-11 High Soot Diesel Test Engines

1998-05-04
981372
The Cummins M-11 high soot diesel engine test is a key tool in evaluating lubricants for the new PC-7 (CH-4) performance category. M-11 rocker arms and crossheads from tests with a wide range of lubricant performance were studied by surface analytical techniques. Abrasive wear by primary soot particles is supported by the predominant appearance of parallel grooves on the worn parts with their widths matching closely the primary soot particle sizes. Soot abrasive action appears to be responsible for removing the protective antiwear film and, thus, abrades against metal parts as well. Subsequent to the removal of the antiwear film, carbide particles, graphite nodules, and other wear debris are abraded, either by soot particles or sliding metal-metal contact, from the crosshead and rocker arm metal surfaces. These particles further accelerate abrasive wear. In addition to abrasive wear, fatigue wear was evident on the engine parts.
Technical Paper

Planetary Gear Fatigue Behavior in Automatic Transmission

2006-10-16
2006-01-3243
An automatic transmission planetary gear fatigue test is used to screen lubricant performance of various automatic transmission fluids. The key use of this test is to assess the ability of a lubricant to extend or limit planetary gear system fatigue life. We study the fatigue behavior in this test and find the major failure modes are tooth macropitting, and macropitting-related tooth fracture of the sun and planetary gears (short and long pinion gears). Micropitting appears to be responsible for these gear failure modes. Macropitting is also seen on the shafts and needle rollers of the bearings. Gear tooth fracture appears to have originated from the surface as a secondary failure mode following macropitting. Bearing macropitting is initiated by geometric stress concentration. Bending fatigue failure on the sun and planetary gears also occurs but it is not a micropitting-initiated failure mode.
Technical Paper

Low and High Temperature Non-Newtonian Behavior of Automatic Transmission Fluids

2002-05-06
2002-01-1695
Rheological properties of automatic transmission fluids (ATFs) are typically characterized by their kinematic (ASTM D 445) and Brookfield (ASTM D 2983) viscosities. However, ATFs contain polymeric viscosity modifiers, which often result in non-Newtonian fluid behavior as the polymers align and stretch under the shear stresses experienced in automatic transmissions. Therefore, the standard rheological tests, which are normally run under low shear stresses, may not adequately characterize an ATF's flow properties under the operating conditions of the automatic transmission. This study was designed to characterize the rheological properties of ATFs containing different amounts of viscosity modifiers, different base oil types and different levels of permanent shear stability under the shear and temperature conditions which exist in automatic transmissions.
Technical Paper

Investigation of Pitting Mechanism in the FZG Pitting Test

2003-10-27
2003-01-3233
Extended gear fatigue pitting life is an essential performance requirement for today's gear oils in automotive driveline applications. One of the important industrial standard tests used to evaluate fully formulated oil's ability to extend gear pitting fatigue life is the FZG pitting test. To understand the fatigue pitting behavior in these gears we have conducted surface analyses on the FZG gears to determine fatigue modes. We have found that micro-pitting is the major fatigue mode and pitting/spalling is mostly initiated by micro-pitting in the FZG test. To help further understand how pitting and micro-pitting relate to gear oil properties and gear surface morphology, we have also carried out a statistical analysis correlating fatigue pitting life with four major physical parameters: boundary friction coefficient, oil film thickness, oil corrosiveness, and surface roughness of the gear tooth.
Technical Paper

Fundamentals of Anti-shudder Durability: Part I - Clutch Plate Study

2003-05-19
2003-01-1983
In automatic transmission technology development the degradation of paper friction plates has often been considered a major failure mechanism by which transmissions lose their anti-shudder characteristics. One of the most common degradation processes for paper friction plates is known as glazing. In this study, we focus on the relationship between friction plate glazing and anti-shudder durability in the Japanese Automobile Standards Organization (JASO) low velocity friction apparatus (LVFA) rig test following the procedure M349-98. We also investigate the impact of used friction plates and used oil on torque capacity durability as measured by an SAE No. 2 machine following the JASO procedure M348-95. We find that friction plate glazing has no correlation with anti-shudder durability. A completely glazed plate can have long anti-shudder durability but a barely glazed plate can have short anti-shudder durability.
Technical Paper

Fundamentals of Anti-Shudder Durability: Part II - Fluid Effects

2003-10-27
2003-01-3254
Friction plate degradation and/or friction plate glazing has often been related to the loss of friction control in automatic transmissions. However, in JASO SAE No.2 and LVFA tests, friction material glazing has been found to not be a sufficient condition for the loss of anti-shudder performance or a reduction in torque capacity durability. Therefore, changes in automatic transmission fluid properties rather than changes to the friction surfaces would be expected to play a dominant role in controlling anti-shudder performance and torque capacity. Earlier theoretical studies have proposed that friction in wet clutches is a combination of boundary and hydrodynamic friction. Therefore, changes in these properties should control anti-shudder durability and torque capacity. In this paper, we confirm that boundary and thin-film friction contribute to friction measured in JASO SAE No.2 and LVFA tests.
Technical Paper

Film Formation Properties of Polymers in the Presence of Abrasive Contaminants

2002-10-21
2002-01-2793
Emission requirements for all vehicles have become increasingly more stringent. Diesel engine design changes required to meet emissions requirements result in increased levels of soot in the lubricant. This increased level of soot causes increased wear when oils are not properly formulated. Recent studies have shown that the primary cause of wear in the crossheads of Cummins M-11 and M-11/EGR engines is the abrasive nature of primary soot particles. In addition, it has also been shown that oils, which form films that are thicker than the size of primary soot particles can prevent abrasive wear. Dispersants and dispersant-polymers are known to prevent wear in the presence of soot. The goal of this study is to better understand the role of dispersants and functionalized polymers on the prevention of wear by examining their ability to form films in the presence of abrasive contaminants.
Technical Paper

Effect of Friction Material on the Relative Contribution of Thin-Film Friction to Overall Friction in Clutches

2004-10-25
2004-01-3025
In order to prevent shudder in automatic transmissions, friction must decrease as the sliding speed between the friction plates in clutches decreases. Theoretical studies have shown that friction in wet clutches is a combination of boundary friction and the friction due to flow of fluid through the friction materials (thin-film friction). Therefore, these physical properties of oils should control the anti-shudder performance of automatic transmission fluids. Recently, we demonstrated that boundary and thin-film friction contribute to friction measured at low speeds in JASO SAE No.2 and LVFA tests. Two different friction materials are used in these tests and the relative effect of thin-film friction on low speed friction is greater in the JASO SAE No. 2 test than in the JASO LVFA test.
Technical Paper

Developing Transmission Fluids with Enhanced Durability

2007-10-29
2007-01-3986
1 Fluids for new generations of step-automatic transmissions must provide durable service under severe conditions in a variety of environments. Fluid degradation under severe stress can lead to changes in frictional properties, potentially resulting in undesirable noise, vibration and harshness (NVH) events. This paper describes the development of a new transmission fluid that delivers significant improvement in squawk durability. The formulation approach resulted in optimum friction characteristics that are essential to overcome stress-induced loss of friction and to reduce NVH. A factorial design of experiments was used in the development process to relate additive effects with friction characteristics of both fresh and aged fluids. Friction durability after laboratory aging was compared with friction characteristics and durability data obtained from field-aged fluids
Technical Paper

Clutch Parameter Effects on Torque and Friction Stability

2011-04-12
2011-01-0722
Approximation formulas are presented for the time response of the film thickness and torque in a wet clutch. The approximation formulas show the effects of various clutch parameters on the film thickness, the hydrodynamic torque and the asperity torque. Clutch parameters affecting the film thickness and torque include friction material characteristics, lubricant properties, the geometry of the clutch plates and the time-dependent apply pressure. The approximation formulas are obtained from heuristic curve fits of previously published and validated models. It is also shown that a positive gradient (dTf/dωslip > 0) of the friction torque, Tf, with respect to slip speed, ωslip, promotes friction stability. This stability gradient is obtained analytically using the approximation formulas so that the effects of the clutch parameters on friction stability are also shown.
Technical Paper

Automatic Transmission and Driveline Fluids*

2007-10-29
2007-01-3988
This paper provides an overview of driveline fluids, in particular automatic transmission fluids (ATFs), and is intended to be a general reference for those working with such fluids. Included are an introduction to driveline fluids, highlighting what sets them apart from other lubricants, a history of ATF development, a description of key physical ATF properties and a comparison of ATF fluid specifications. Also included are descriptions of the chemical composition of such fluids and the commonly used basestocks. A section is included on how to evaluate used driveline oils, describing common test methods and some comments on interpreting the test results. Finally the future direction of driveline fluid development is discussed. A glossary of terms is included at the end.
Technical Paper

ATF Effects on Friction Stability in Slip-Controlled Torque Converter Clutches

2003-10-27
2003-01-3255
A model of an automotive powertrain equipped with a slip-controlled torque converter clutch (TCC) is presented that incorporates the clutch control system and the friction-related properties of the automatic transmission fluid (ATF) and clutch friction material. Prior research has established that stability of a slip-controlled TCC is enhanced by maintaining a positive slope of the coefficient of friction, μ, with respect to sliding speed, v. The model presented here agrees with this result, but suggests that it is neither a necessary nor sufficient condition guaranteeing stability. The model indicates that other factors affecting stability at the equilibrium sliding speed include the magnitude of μ, the engine speed, the engine torque-speed slope, the ATF pressure, and the time constants of the clutch control system. This model will aid in the development of future wet clutch systems with improved friction stability performance.
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