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The Cooperative Lubrication Research (CLR) Oil Test Engine, usually called the L-38, has been used for nearly 25 years to evaluate copper-lead journal bearing protection of gasoline rnotoroils under high-temperature, heavy-duty conditions. The test is sensitive to aggressive surface active additives that may encourage bearing corrosion. The L-38 also provides an estimate of oil durability, assessing the resistance of an oil to the accumulation of acidic by-products of combustion that could attack copper-lead bearings. However, the L-38 engine dynamometer test uses a heavily leaded gasoline that is no longer representative of the commercial fuels available in North America, Europe, or Japan. Rather than discard the L-38, this paper describes work to modify the L-38 procedure to run with unleaded gasoline.

Increased awareness of preserving the environment has motivated the development of a wide variety of environmentally compatible products. Such products include environmentally compatible lubricants. Sale and use of these types of lubricants illustrates diligence by the lubricant manufacturer, original equipment manufacturer (OEM), and the consumer in contributing to a cleaner environment. The use of this type of lubricant could enhance the image of the lubricant manufacturer and vendor as well as the equipment manufacturer who employs such a fluid. To base such a lubricant on a vegetable oil creates a product environmentally friendly by its farming origin and its ability to readily biodegrade if released. No machinery is so uniquely suited to using vegetable oil based lubricants as agricultural equipment. Since this equipment is particularly close to the environment, the lubricant can easily come in contact with the soil, ground water, and crops.

It has long been understood that the piston assembly of the internal combustion engine accounts for a significant proportion of total engine friction. Modern engines are required to have better fuel economy without sacrificing durability. The pursuit of better fuel economy drives trends like downsizing, turbocharging and direct injection fuelling systems that increase cylinder pressures and create a more arduous operating environment for the piston ring / cylinder bore tribocouple. The power-cylinder lubricant is therefore put under increased stress as modern engine technology continues to evolve. The conventional approach to investigating fundamental power-cylinder tribology employs bench-tests founded on assumptions which allow for simplification of experimental conditions.

Two engine dynamometer test protocols are compared for their ability to discriminate and duplicate the field phenomenon of engine non-start due to combustion chamber deposit (CCD) flaking. The first, a protocol based on a 625 hour deposit accumulation cycle, has been shown in prior work [1, 2] to reflect field experience and discriminate the effects of various fuel additive treatments. The second, a protocol based on a 60 hour deposit accumulation cycle, was developed in an attempt to significantly reduce the time, and thus cost, of testing. Results indicate the shorter protocol is repeatable and has similar discrimination with respect to fuel and fuel additive impact on the no-start phenomenon. There are, however, differences in the results that indicate there may be a severity difference between the tests. The tests both show there are clearly differences in the engine no-start impact of deposits formed by fuel and additives.

The ASTM D6121 (L-37) is a key hypoid gear lubricant durability test for ASTM D7450-08 (API Category GL-5) and the higher performance level SAE J2360. It is defined as the ‘Standard Test Method for Evaluation of Load-Carrying Capacity of Lubricants Under Conditions of Low Speed and High Torque Used for Final Hypoid Drive Axles’. Pass/fail is determined upon completion of the test by rating the pinion and ring gears for several types of surface distress, including wear, rippling, ridging, pitting, spalling and scoring. Passing the L-37 in addition to the other tests required for API Category GL-5 credentials, as well as the more strenuous SAE J2360 certification, requires in-depth formulating knowledge to appropriately balance the additive chemistry. This paper describes the results of ASTM D6121 experiments run for the purposes of better understanding gear oil durability.

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.

Chrysler began a limited development program directed toward a new automatic transmission fluid (ATF) early in 1989 and launched a full time effort in 1994. The development process for the new ATF involved a significant level of bench testing and eventually vehicle tests to evaluate the durability and shift quality of the ATF. The bench tests included those that pertain to oxidation and shear stability, anti-wear, frictional properties and torque converter shudder. Vehicle tests were primarily extended durability in both internal vehicle fleets and at external taxi sites. The mileage accumulated in this phase of the development program exceeded two million miles, all with no fluid drains out to 100,000 miles. Additionally, shift feel tests were conducted in Chrysler vehicles to verify compliance to targets. This paper summarizes the tests and results that lead to the development of the new Chrysler fill-for-life automatic transmission fluid.

The laboratory tests used to define API GL5 have been the cornerstone of gear oil development for well over thirty years. In that time they have served the market very well. Lubricants developed with these test methods have provided adequate protection of axle components from severe wear, scuffing, corrosion, and oxidation. Recently, however, there has been an increasing trend toward extended drain intervals which changes the picture. Coupled with longer oil drain intervals there is a continuing increase of power throughput in the equipment. The combination of increased power and extended service life places significant stress on the oil such that the load carrying ability and thermal and oxidative stability could be greatly diminished under these conditions. During the past ten years the industry has been actively working toward a new gear oil specification that will address the performance needs of today's vehicles.

The specific goal of this project was to determine if there is a difference in the lube oil degradation rates in a heavy-duty diesel engine equipped with an EGR system, as compared to the same configuration of the engine, but minus the EGR system. A secondary goal was to develop FTIR analysis of used lube oil as a sensitive technique for rapid evaluation of the degradation properties of lubricants. The test engine selected for this work was a Caterpillar 3176 engine. Two engine configurations were used, a standard 1994 design and a 1994 configuration with EGR designed to meet the 2004 emissions standards. The most significant changes in the lubricant occurred during the first 50-100 hours of operation. The results clearly demonstrated that the use of EGR has a significant impact on the degradation of the engine lubricant.

The SAE Engine Oil Viscosity Classification (EOVC) Task Force has been gathering data in consideration of extending SAE J300 to include engine oils with high temperature, high shear rate (HTHS) viscosity below the current minimum of 2.6 mPa⋅s for the SAE 20 grade. The driving force for doing so is fuel economy, although it is widely recognized that hardware durability can suffer if HTHS viscosity is too low. Several Japanese OEMs have expressed interest in revising SAE J300 to allow official designation of an engine oil viscosity category with HTHS viscosity below 2.6 mPa⋅s to enable the development of ultra-low-friction engines in the future. This paper summarizes the work of the SAE EOVC Low Viscosity Grade Working Group comprising members from OEMs, oil companies, additive companies and instrument manufacturers to explore adoption of one or more new viscosity grades.

The Oil Certification Committee of the National Marine Manufacturers Association has developed FC-W®, a new standard for crankcase lube oil used in four-stroke cycle inboard, outboard, and sterndrive marine engines. A sub-committee representing the marine engine industry, the oil industry, oil testing laboratories, and the NMMA engineering standards group was formed to study the lubrication and corrosion prevention needs of four-stroke cycle engines. The sub-committee developed a rust test and an engine test as well as adopting 3 industry standard bench tests. These tests, together with formulation restrictions are used to identify oils that meet the requirements for use in four-stroke cycle marine engines. This paper gives an overview of the development of the new tests, formulation restrictions, and product approval system.

This paper outlines the second part in a series on the effect of polymeric additives commonly known as viscosity modifiers (VM) or viscosity index improvers (VII) on gear oil efficiency and durability. The main role of the VM is to improve cold temperature lubrication and reduce the rate of viscosity reduction as the gear oil warms to operating temperature. However, in addition to improved operating efficiency across a broad temperature range compared to monograde fluids the VM can impart a number of other significant rheological improvements to the fluid [1]. This paper expands on the first paper in the series [2], covering further aspects in fluid efficiency, the effect of VM chemistry on these and their relationship to differences in hypoid and spur gear rig efficiency testing. Numerous VM chemistry types are available and the VM chemistry and shear stability is key to fluid efficiency and durability.

Diesel engine oils containing a balanced additive package composed of oxidation, corrosion, wear, rust and foam inhibitors plus ashless dispersants and metallic detergents provide long engine life. The major factor is metallic detergent component which contributes alkalinity to the oil and has a direct effect on engine cleanliness and durability. Increased detergent alkalinity reduces deposits and wear, resulting in improved oil control and longer engine life. Careful selection of detergent components is required to control cylinder-bore polishing in diesel engines to assure optimum antiwear and oil control performance.

A new field test procedure for evaluation of the sludge formation tendencies of lubricants has been developed. The procedure has the benefits of short running time, reduced variability, and dramatic separation of API SF vs API SG oils. This paper discusses development of the operational procedure and evaluation of four lubricants, including commercial-type API SF and API SG oils as well as experimental future oils. Significantly improved sludge ratings were obtained with an experimental API SG oil. The sludge formation process was studied using infrared spectroscopy, TAN, dielectric measurements, viscosity, quasielastic light scattering particle size, and transmission electron microscopy techniques. These analyses show production of contaminants which form insoluble particles that build up and precipitate out of suspension as sludge. Certain drain analyses can be used as tools for predicting field sludge deposition time.

The automotive vehicle market has seen an increase in the number of hybrid electric vehicles (HEVs), and forecasts predict additional growth. In HEVs, the hybrid drivetrain hardware can combine electric motor, clutches, gearbox, electro-hydraulics and the control unit. In HEV hardware the transmission fluid can be designed to be in contact with an integrated electric motor. One transmission type well-suited to such hybridization is the increasingly utilized dual clutch transmission (DCT), where a lubricating fluid is in contact with the complete motor assembly as well as the DCT driveline architecture. This includes its electrical components and therefore raises questions around the suitability of standard transmission fluids in such an application. This in turn drives the need for further understanding of fluid electrical properties in addition to the more usually studied engineering hardware electrical properties.

This paper reviews field test results in 23 Volvo D12C non-Exhaust Gas Recirculation (EGR) diesel engines using continuously regenerating Diesel Particulate Filter (DPF) with Selective Catalytic Reduction (SCR) and ultra low sulfur diesel fuel at 4-10 ppm. This 2-year field test provided an opportunity to measure on-road nitrogen oxide (NOx) emissions, and to do in-depth analysis of the incombustible material remaining in the filters. In addition, two crankcase oils were used at 1.0% and 1.4% sulfated ash to provide enhanced information on the material collected in the filters, and on oil drain capability. The study demonstrates that the U.S. Environmental Pro-tection Agency (EPA) 2007 emissions can be met. After 2 years in the field the 23 trucks using the DPF-SCR system are still providing a very high NOx conversion of 75% on fleet average. The filter material contained only 2 wt-% carbon, which demonstrates the effectiveness of the DPF-SCR system in combusting soot.

An index to relate fuel properties to HCCI auto-ignition would be valuable to predict the performance of fuels in HCCI engines from their properties and composition. The indices for SI engines, the Research Octane Number (RON) and Motor Octane Number (MON) are known to be insufficient to explain the behavior of oxygenated fuels in an HCCI engine. One way to characterize a fuel is to use the Auto-Ignition Temperature (AIT). The AIT can be extracted from the pressure trace. Another potentially interesting parameter is the amount of Low Temperature Heat Release (LTHR) that is closely connected to the ignition properties of the fuel. A systematic study of fuels consisting of gasoline surrogate components of n-heptane, iso-octane, toluene, and ethanol was made. 21 fuels were prepared with RON values ranging from 67 to 97.

Sludge and Varnish deposits that can build up in the crankcase originate in large part from fuel and fuel components that enter the crankcase through blow-by. These deposits can lead to a variety of engine issues including piston skirt deposits, cylinder bore scuffing, stuck lifters and oil filter plugging. A test has been developed to evaluate the contribution of “Complete Fuel System Cleaner” (CFSC) aftermarket fuel additives to crankcase sludge and varnish deposit formation. CFSC aftermarket fuel additives are typically formulated with polyether amine (PEA) chemistry and at concentrations that exceed 2000ppm. Three different commercially-available CFSC products were tested, containing two different classes of PEA chemistry - propylene oxide-based PEA (“PO-PEA”) and butylene oxide-based PEA (“BO-PEA”). Two of the three products contained the same PO-PEA chemistry, but at different concentrations, to show the effect of additive dosage.

High lubricant temperatures generated during the break-in of new differential assemblies has been of concern among original equipment manufacturers (OEM's). Many tests have been devised to measure the effects of speed, load and lubricant on the temperature generated in the axle. The major problem confronting the use of these tests has been a lack of repeatability and/or reproducibility. Recently, a European OEM axle lubricant break-in test procedure using a European sedan test vehicle has demonstrated highly repeatable and reproducible results. Test work had been limited to the European sedan. The applicability of the European OEM test procedure to a larger domestic U.S. vehicle was questioned. This paper discusses the applicability of the European test to a domestic sedan. Additionally, two other axle break-in test procedures were conducted using the same domestic sedan test vehicle. Three sulfur-phosphorus multi-purpose gear lubricants were evaluated.

Lubricating oil viscosity is commonly measured by the kinematic method as outlined in ASTM 0445. This method is also used to measure drain oil viscosity as an indicator of soot induced thickening. Drain oils can contain solid particles and exhibit non-Newtonian flow behavior. This paper discusses the use of rotational rheometers to measure the rheology of drain oils. These instruments have been used for many years in other industries (food, paints and coatings) to measure particle filled, non- Newtonian fluids. The rotational method yields the general flow curve of viscosity versus shear rate as compared to the single point, low shear kinematic viscosity measurement. The rotational method includes the kinematic viscosity single point but also yields significantly more information on shear behavior. Both pumpability (low shear) and flowability(higher shear) can be ascertained from the rotational method.