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This case study illustrates the value of employing statistical experimental design and data analysis when formulating lubricants. A fractional factorial experimental design enabled all main effects of 6 formulation variables, plus 6 important 2-factor interactions, to be estimated from a total of only 16 runs. The design also allowed the engine to be serviced during the test programme without biasing the conclusions. The statistical analysis of the resulting data is also described. Data from a reference oil were used to augment the test data and clarify the conclusions.

The Coordinating European Council, CEC, develops performance tests for the motor, oil, petroleum, additive and allied industries. In recent years, CEC has moved away from using round robin programmes (RRP's) for monitoring the precision and severity of test methods in favour of regular referencing within a test monitoring system (TMS). In a TMS, a reference sample of known performance, determined by cross-laboratory testing, is tested at regular intervals at each laboratory. The results are plotted on control charts and determine whether the installation is and continues to be fit to evaluate products. Results from all laboratories are collated and combined to monitor the general health of the test. The TMS approach offers considerable benefits in terms of detecting test problems and improving test quality. However, the effort required in collating data for statistical analysis is much greater, and there are technical difficulties in determining precision from TMS data.

Excessive soot concentration in the lubricant promotes excessive wear on timing chains. The relationship between chain wear and soot concentration, morphology, and nanostructure, however, remains inconclusive. In this work, a chain wear test rig is used to motor a 1.3 L diesel engine following the speed profile of a Worldwide Harmonized Light Vehicle Test Cycle (WLTC). The lubricant oil was loaded with 3% carbon black of known morphology. The chain length is measured at regular intervals of 20 WLTC cycles (i.e. 10 hours) and the wear is expressed as a percentage of total elongation. Oil samples were collected and analysed with the same frequency as the chain measurements. Carbon black morphology and nanostructure were investigated using Dynamic Light Scattering (DLS) and Transmission Electron Microscopy (TEM).

The Co-ordinating European Council (CEC) for the development of performance tests for transportation fuels, lubricants and other fluids has set up a working group to develop a laboratory pump rig test able to discriminate between diesel fuels of different lubricity performance. This test was expected to correlate with the performance of fuels and Fuel Injection Equipment (FIE) in the field, therefore providing a way to avoid costly field trials. This test could also enhance the understanding of the results from the High Frequency Reciprocating Rig (HFRR) method. The CEC working group was supported by representatives of Oil Companies, Test Houses, Additive Companies and all the European FIE Manufacturers. After a thorough investigative phase, the group focused on a Bosch VE 4 distributor-type pump run according to the Bosch WP2 test cycle. This choice was also widely accepted throughout the industry.

Increasing vehicle efficiency has been one of the key drivers of the automotive industry worldwide due to new government emission legislations and rising fuel costs. While original equipment manufacturers (OEMs) are responding with innovative hardware designs for new models, lubricant companies are developing additive solutions to reduce frictional losses in the engine thereby increasing fuel economy of both new and existing vehicles. Fuel efficiency of the vehicle can be measured in a variety of driving cycles, including the New European Driving Cycle (NEDC), Japanese JC-08, and FTP-75 (Federal Test Procedure). The type of vehicle used in fuel economy evaluation in the same cycle plays a significant role. Fuel consumption rates for the same vehicle measured in these driving cycles vary due to the differences in the cycles. Thus, to assess the effect of the lubricant on fuel efficiency in various cycles, the fuel consumption is measured relative to a reference oil.

This paper describes the results of a series of tests on a heavy-duty truck diesel engine using conventional and low viscosity lubricants. The objectives were to explore the impact of reducing lubricant viscosity on wear, friction and fuel consumption. The radiotracing Thin Layer Activation method was used to make on-line measurements of wear at the cylinder liner, top piston ring, connecting rod small end bush and intake cam lobe. The engine was operated under a wide range of conditions (load, speed and temperature) and with lubricants of several different viscosity grades. Results indicate the relationship between lubricant viscosity and wear at four critical locations. Wear at other locations was assessed by analysis of wear metals and post test inspection. The fuel consumption was then measured on the same engine with the same lubricants. Results indicate the relationship between oil viscosity and fuel consumption under a wide range of operating conditions.

To investigate the effect of removing phosphorus lubricant additives from engine oil, a mileage accumulation programme was run using four 1.6 litre gasoline vehicles, two of which used phosphorus based lubricant oil additives, and the other two used boron based lubricant oil additives. The work showed that the catalyst systems deactivate during mileage accumulation, but emissions were still within the European Stage IV legislative limits at the completion of the mileage accumulation programme. Vehicles run with the boron oil show lower tailpipe emissions than the vehicles run with the phosphorus oil.