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A technique for evaluating high temperature oxidation and corrosion tendencies of automotive crankcase lubricants is described. The technique utilizes a versatile bench apparatus which, with a minimum of modification, can be used for either evaluating thermal oxidation stability of gear lubricants or oxidation-corrosion tendencies of automotive crankcase lubricants. The apparatus is relatively compact and requires a minimal lubricant sample. Design of the apparatus permits close control of all operating parameters and provides satisfactory test data repeatability. Retainable copper-lead test bearings are used as the indicator in predicting a pass or fail of fully formulated crankcase lubricants as in the case of the CRC L-38-559 (Federal Test Method 3405) technique. Engine and bench test data are compared to illustrate the capabilities of this new bench technique.

The California Air Resources Board (CARB)-funded Stage 3 Heavy-Duty Low NOX program focusses on evaluating different engine and after-treatment technologies to achieve 0.02g/bhp-hr of NOX emission over certification cycles. This paper highlights the controls architecture of the engine and after-treatment systems and discusses the effects of various strategies implemented and tested in an engine test cell over various heavy-duty drive cycles. A Cylinder De-Activation (CDA) system enabled engine was integrated with an advanced after-treatment controller and system package. Southwest Research Institute (SwRI) had implemented a model-based controller for the Selective Catalytic Reduction (SCR) system in the CARB Stage 1 Low-NOX program. The chemical kinetics for the model-based controller were further tuned and implemented in order to accurately represent the reactions for the catalysts used in this program.

More stringent emission legislation has been a driver for changes in the design of Heavy Duty Diesel engines since the 1980s. Optimization of the combustion processes has lead to significant reductions of exhaust emission levels over the years. However, in the year 2002, diesel engines in the USA will have to meet an even more stringent set of emission requirements. Expectations are that this will force most engine builders to incorporate Exhaust Gas Recirculation (EGR). Several studies of the impact of EGR on lubricant degradation have shown increased levels of contamination with soot particles and acidic components. Both of these could lead to changes in lubricant requirements. The industry is developing a new specification for diesel engine lubricants, PC-9, using test procedures incorporating engines with EGR.

The Lean NOx Trap (LNT) is a technology that could be used to reduce oxides of nitrogen from heavy-duty diesel engines to meet emissions standards (US 2010 and EURO 4/5/6). This paper describes a case-study for evaluating the feasibility of an LNT. LNTs suffer from sulfur poisoning and thermal aging limitations. Catalyst formulations allow reversal of sulfur poisoning through desulfation procedures. A case study was performed using a 7-liter diesel engine equipped with VGT, common rail fuel injection system, cooled EGR, oxidation catalyst and DPF. The LNT was positioned after the particulate filter. Gaseous raw emissions were measured from engine and various stages of aftertreatment. A Fourier Transform Infrared (FTIR) analyzer was used to characterize Ammonia and SO₂. Temperatures were measured in the substrate. Fast response NOx sensor allowed for continuous monitoring of the NOx in the LNT. A wide-range O₂ sensor was also utilized to measure equivalence ratio.

The principles of the magnetic-perturbation method of flaw detection and the Barkhausen noise residual stress measurement method are briefly reviewed. It is suggested that they provide very powerful tools for assuring improved ball bearing performance. The methods are applied for the evaluation of ball bearing races. Typical experimental results are presented along with metallurgical sectioning correlation.

This paper describes the findings of a laboratory effort to demonstrate improved automotive exhaust emission control with a cold-start hydrocarbon collection system. The emission control strategy developed in this study incorporated a zeolite molecular sieve in the exhaust system to collect cold-start hydrocarbons for subsequent release to an active catalytic converter. A prototype emission control system was designed and tested on a gasoline-fueled vehicle. Continuous raw exhaust emission measurements upstream and downstream of the zeolite molecular sieve revealed collection, storage, and release of cold-start hydrocarbons. Federal Test Procedure (FTP) emission results show a 35 percent reduction in hydrocarbons emitted during the cold-transient segment (Bag 1) due to adsorption by the zeolite.

Alternative fuels are being evaluated in automotive applications in both commercial and government fleets in an effort to reduce emissions and United States dependence on diesel fuel. Vehicles and equipment have been operated using 100 percent biodiesel and various blends of biodiesel and diesel fuel in a variety of applications, including farming equipment and transit buses. This government study investigates the compatibility of four base fuels and six blends with elastomer and metallic components commonly found in fuel systems. The physical properties of the elastomers were measured according to American Society of Testing and Materials (ASTM) D 471, “Standard Test Method for Rubber Property-Effect of Liquids,” and ASTM D 412, “Standard Test Methods for Rubber Properties in Tension.” These evaluations were performed at 51.7°C for 0, 22, 70, and 694 hours. Tensile strength, hardness, swell, and elongation were determined for all specimens.

Despite the recent increase in fuel prices, the multi-billion dollar recreational boating market in North America continues to experience solid momentum and growth. In the U.S. economy alone, sales of recreational boats continue to increase with over 17 million boats sold in 2004 [1]. Of that share, outboard boats and the engines that power them, accounted for nearly half of all boat sales. Though there has been a shift in outboard technology to four-stroke cycle engines, a significant number of new engine sales represent two-stroke cycle engines employing direct fuel injection as a means to meet emissions regulations. With the life span of modern outboards estimated to be 8 to 10 years, a significant base of two-stroke cycle engines exist in the market place, and will continue to do so for the foreseeable future.

An appropriate test procedure, based on a duty cycle representative of real in-use operation, is an essential tool for characterizing engine emissions. A study has been performed to develop and validate a snowmobile engine test procedure for measurement of exhaust emissions. Real-time operating data collected from four instrumented snowmobiles were combined into a composite database for analysis and formulation of a snowmobile engine duty cycle. One snowmobile from each of four manufacturers (Arctic Cat, Polaris, Ski-Doo, and Yamaha) was included in the data collection process. Snowmobiles were driven over various on- and off-trail segments representing five driving styles: aggressive (trail), moderate (trail), double (trail with operator and one passenger), freestyle (off trail), and lake driving. Statistical analysis of this database was performed, and a five-mode steady-state snowmobile engine duty cycle was developed.

As part of the U.S. Environmental Protection Agency’s (EPA’s) continuing assessment of advanced light-duty automotive technologies in support of regulatory and compliance programs, a development project was started to study various test methods to benchmark Electric Drive Units (EDUs) consisting of an electric motor, inverter and a speed-reduction gearset. Several test methods were identified for consideration, including both in-vehicle testing of the complete EDU and stand-alone testing of the EDU and its subcomponents after removal from the vehicle. In all test methods explored, sweeps of speed and torque test points were conducted while collecting key EDU data required to determine efficiency, including motor torque and speed, direct current (DC) battery voltage and current into the inverter, and three-phase alternating current (AC) phase voltages and currents out of the inverter and into the electric motor.

The purpose of this project was to modify existing small off-road engines to meet ARB's originally proposed 1999 emissions standards. A particular point was to show that compliance could be attained without the need to redesign the base engines. Four high-sales volume, ARB-certified 1997 model engines were selected from the following categories: 1) handheld two-stroke engine, 2) handheld four-stroke engine, 3) non-handheld side-valve engine, and 4) a non-handheld overhead-valve engine. Engines were selected, procured, and baseline emission tested using applicable ARB test procedures. Appropriate emission control strategies were then selected and applied to the four engines. Emission reduction strategies used included air/fuel ratio optimization, and catalytic aftertreatment. Following the development of the four emission-controlled engines, final, certification-quality emissions tests were performed. All four engines met ARB's original 1999 Tier 2 emission standards after development.

The introduction of the continuously variable transmission (CVT) by General Motors required the introduction of a test to evaluate fluid for the ECOTEC VTi transmission. With assistance from Van Doorne's Transmissie (VDT), the belt and sheave supplier for the transmission, a rig was constructed to test fluids in a transmission-like environment without the variability of in-vehicle testing. The test schedule includes testing for fluid friction coefficient, shear stability, and wear rating and is currently subject to further work aimed at confirming repeatability and discrimination. Once confirmed, the new procedure will become part of the DEX-CVT® specification for the new service fluids for the VT20/25E transmissions.

A two-phase study was performed to establish a standard diesel exhaust composition which could be used in the future development of light-duty diesel exhaust aftertreatment. In the first phase, a literature review created a database of diesel engine-out emissions. The database consisted chiefly of data from heavy-duty diesel engines; therefore, the need for an emission testing program for light- and medium-duty engines was identified. A second phase was conducted to provide additional light-duty vehicle emissions data from current technology vehicles. Engine-out diesel exhaust from four 2004 model light-duty vehicles with a variety of engine displacements was collected and analyzed. Each vehicle was evaluated using five steady-state engine operating conditions and two transient test cycles (the Federal Test Procedure and the US06). Regulated emissions were measured along with speciation of both volatile and semi-volatile components of the hydrocarbons.

The U.S. Environmental Protection Agency (EPA) certifies gasoline deposit control additives for intake valve deposit (IVD) control utilizing ASTM D5500, a vehicle test using a1985 BMW 318i. Concerns with the age of the test fleet, its relevance in the market today, and the availability of replacement parts led the American Chemistry Council’s (ACC) Fuel Additive Task Group (FATG) to begin a program to develop a replacement. General Motors suggested using a 2.4L LE9 test engine mounted on a dynamometer and committed to support the engine until 2030. Southwest Research Institute (SwRI®) was contracted to run the development program in four Phases. In Phase I, the engine test stand was configured, and a test fuel selected. In Phase II, a series of tests were run to identify a cycle that would build an acceptable level of deposits on un-additized fuel. In Phase III, the resultant test cycle was examined for repeatability.

The ASTM Sequence VE test evaluates lubricant performance for controlling sludge deposits and minimizing overhead camshaft lobe wear. ILSAC asked JAMA to develop a new valve train wear replacement test since the Sequence VE test engine hardware will become obsolete in the year 2000. JAMA submitted the JASO specification M 328-951) KA24E valve train wear test. This first report presents the results of technical studies conducted when JASO M 328-95 was reviewed and the ASTM standardized version of the KA24E test (the Sequence IVA) was proposed. The cam wear mechanism was studied with the goal of improving reproducibility and repeatability. Engine torque was specified to stabilize the NOx concentration in blow-by, which improved test precision. Additionally, the specifications for induction air humidity and temperature, oil temperature control, and test fuel composition were modified when the ASTM version of the KA24E test was proposed.

Emissions characterization of three, small off-road engines of less than 19 kW power rating operating on two developmental fuels and one reference fuel was performed. The two fuels were formulated to remove benzene completely, curtail sulfur, and in one blend, include a substantial proportion of ethyl tert-butyl ether (ETBE). The engines selected included one side-valve four-stroke engine, one overhead valve four-stroke engine and one handheld two-stroke engine. The engines were maintained in stock condition. Exhaust emissions from operation with the two developmental fuels were compared to those from operation with light-duty certification-grade gasoline. California Air Resources Board (CARB) Small Off-Road Engine (SORE) emissions test methods and test cycles were used to test the engines. Duplicate tests were performed on each engine using dilute sampling procedures. Hydrocarbon speciation was performed on one replicate with each fuel.

A combustion-based analytical method, initially developed by the Southwest Research Institute (SwRI) and referred to as the Constant Volume Combustion Apparatus (CVCA), has been further researched/developed by an SwRI licensee (Advanced Engine Technology Ltd.). This R&D has resulted in a diesel fuel Ignition Quality Tester (IQT) that permits rapid and precise determination of the ignition quality of middle distillate and alternative fuels. Its features, such as low fuel volume requirement, complete test automation, and self-diagnosis, make it highly suitable for commercial oil industry and research applications. A preliminary investigation, reported in SAE paper 961182, has shown that the IQT results are highly correlated to the ASTM D-613 cetane number (CN). The objective of this paper is to report on efforts to further refine the original CN model and report on improvements to the IQT fuel injection system.

This paper reports on the fourth part of a continued study on further research and development with the automated Ignition Quality Tester (IQT™). Research over the past six years (reported in SAE papers #961182, 971636 and 1999-01-3591) has demonstrated the capabilities of this automated apparatus to measure the ignition quality and accurately determine a derived cetane number (DCN) for a wide range of middle distillate and non-conventional diesel fuels. The present paper reports on a number of separate investigations supporting these continued studies.

The minimum oxides of nitrogen (NOx) emissions over the U.S. Federal Test Procedure (FTP) using exhaust gas recirculation (EGR) were investigated on a heavy-duty diesel engine featuring a pump-line-nozzle fuel injection system. Due to the technical merits of electronic fuel injection systems, most accounts of EGR system development for heavy-duty diesel engines have focused on these types of engines and not engines with mechanical fuel systems. This work details use of a high-pressure-loop EGR configuration and a novel, computer-controlled, EGR valve that allowed for optimizing the EGR rate as a function of speed and load on a 6L, turbo-charged/intercooled engine. Cycle NOx levels were reduced nearly 50 percent to 2.3 g/hp-hr using conventional diesel fuel and application of only EGR, but particulates increased nearly three-fold even with the standard oxidation catalyst employed.

Dual injection fuel systems combine the knock and fuel economy benefits of gasoline direct injection (GDI) technology with the lower particulate emissions of port fuel injection (PFI) systems. For many years, this technology was limited to smaller-volume, high-end, vehicle models, but these technologies are now becoming main stream. The combination of two fuel injection systems has an impact on the combustion emission composition as well as the consistency of control strategy and emissions. Understanding the impact of these changes is essential for fuel and fuel additive companies, automotive companies, and aftertreatment developers. This paper describes the effects of dual injection technology on both regulated and non-regulated combustion emissions from a 2018 Toyota Camry during several cold-start, 4-bag United States Federal Test Procedure (FTP) cycle.