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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.

As on-highway, heavy-duty diesel engine designs have evolved to meet tighter emissions specifications and greater customer requirements, the crankcase environment for heavy-duty engine lubricants has changed. Engine lubricant quality is very important to help ensure engine durability, engine performance, and reduce maintenance downtime. Beginning in the late 1980's, a new Mack genuine oil specification and a new American Petroleum Institute (API) heavy-duty engine lubricant category have been introduced with each new U.S. heavy-duty, on-highway emissions specification. This paper documents the history and development of the Mack T-7, T-8, T-8A, T-8E, T-9, T-10, T-11, and T-12 engine lubricant tests.

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.

This paper describes the design and functionality of an in-situ air entrainment measuring device for analysis of the air entrainment and air release properties of lubricating fluids. The apparatus allows for a variety of measurement techniques for the aeration and deaeration of the lubricating fluid at various temperatures, pressures, and agitation speeds. This test apparatus is patent pending because of its unique ability to allow for continuous, in-situ measurement of the fluid properties and the rates of change of these properties. Most other measurement techniques and apparatuses do not allow for uninterrupted measurement. This apparatus is also unique in that it is capable of detecting minor fluid density changes at a lower level and with more accuracy than all other current techniques or apparatuses.

Measurement of emissions from small utility engines has usually been accomplished using steady-state raw emissions procedures such as SAE Recommended Practice J1088. While raw exhaust measurements have the advantage of producing modal exhaust gas concentration data for design feedback; they are laborious, may influence both engine performance and the emissions themselves, and have no provision for concurrent particulate measurements. It is time to consider a full-dilution procedure similar in principle to automotive and heavy-duty on-highway emission measurement practice, leading to improvements in many of the areas noted above, and generally to much higher confidence in data obtained. When certification and audit of small engine emissions become a reality, a brief dilute exhaust procedure generating only the necessary data will be a tremendous advantage to both manufacturers and regulatory agencies.

A technique is presented that has been successfully demonstrated to non-intrusively and quickly sample gases typically found in PCV systems. Color Detection Tubes (CDTs) were used with a simple sampling arrangement to monitor CO2, NOx, O2, and H2O(g) at the closure line, crankcase, and PCV line. Measurements were accurate and could be made instantaneously. Short Path Thermal Desorbtion Tubes (SPTDTs) were used at the same engine locations for the characterization of fuel- and oil-derived hydrocarbon (HC) fractions and required only 50 cc samples. High engine loads caused pushover of blowby vapors as indicated by increased concentrations of CO2, NOx, H2O(g), and fuel HCs in the engines' fresh air inlets during WOT operation. Peak concentrations of blowby vapors were measured in the crankcase under no load and part throttle conditions. Oxygen concentrations always opposed the trends of CO2, NOx, and H2O(g).

The pumping system used in a step ratio automatic transmission can consume up to 20% of the total power required to operate a typical automotive transmission through the EPA city cycle. As such, it represents an area manufacturers have focused their efforts towards in their quest to obtain improved transmission efficiency. This paper will discuss the history of automatic transmission pumps that develop up to 300 psi along with a description of the factors used to size pumps and establish pump flow requirements. The various types of pumps used in current automatic transmissions will be described with a discussion of their characteristics including a comparison based upon observations of their performance. Specific attention will be focused on comparing the volumetric efficiency, mechanical efficiency, overall efficiency, pumping torque and discharge flow.

A Single Cylinder Medium Speed diesel engine research facility has been developed for investigating areas of current technical concern to the rail, marine and stationary power industries. The design and operation of this Single Cylinder Research Engine (SCRE) is described. The facility is centered around a Bombardier model 251-plus 11.0 L engine which is representative of four stroke multi-cylinder railroad, marine and small stationary powerplant engines. All engine support systems (air, cooling water, fuel oil and lubricating oil pumps) operate independent of the engine enabling a wide range of adjustments in flow, pressure and temperature. Current program areas for which this system is used include alternative fuels evaluation, combustion analyses, fuel injection system development, component wear and durability studies, engine friction analyses, lubricant testing and emissions evaluations.

Chassis dynamometer tests are often used to determine vehicle fuel economy (FE). Since the entire vehicle is used, these methods are generally accepted to be more representative of ‘real-world’ conditions than engine dynamometer tests or small-scale bench tests. Unfortunately, evaluating vehicle fuel economy via this means introduces significant variability that can readily be mitigated with engine dynamometer and bench tests. Recently, improvements to controls and procedures have led to drastically improved test precision in chassis dynamometer testing. Described herein are chassis dynamometer results from five fully formulated engine oils (utilizing improved testing protocols on the Federal Test Procedure (FTP-75) and Highway Fuel Economy Test (HwFET) cycles) which not only show statistically significant FE changes across viscosity grades but also meaningful FE differentiation within a viscosity grade where additive systems have been modified.

The U.S. Army has long identified the need for rapid, reliable methods for analysis of fuels and lubricants on or near the battlefield. The analysis of fuels and lubricants under battlefield or near-battlefield conditions requires that the equipment be small, portable, rugged, quick, and easy to use. Over the past 15 to 20 years, several test kits and portable laboratories have been developed in response to this need. One instrumental technique that has been identified as a likely candidate to meet this need is near-infrared spectroscopy (NIR). To evaluate NIR as a candidate, a set of 280 fuel samples was used. This sample set contained samples of diesel fuel grades 1 and 2, Jet A-l, JP-5, and JP-8. Inspection data were collected on all the fuels as sample size permitted. Each sample was then scanned using a near-infrared spectrometer. Data analysis, model building, and calibration were conducted using a software package supplied with the instrument.

An automated data handling system to assist in the operation of a diesel engine lubricant test laboratory, involving two mini-computers, is described in terms of why it was needed, the design goals sought, and the operating experience which resulted from its use. The concept of two digital systems, one for on-line data logging and another as a ready back-up, as well as a data processor, is discussed. Direct and peripheral benefits which have resulted from the application of the system, such as semi-automated report processing, operational aids, and various engineering applications, are reported.

Since the turn of the millennium, automated vehicle technology has matured at an exponential rate, evolving from research largely funded and motivated by military and agricultural needs to a near-production market focused on everyday driving on public roads. Research and development has been conducted by a variety of entities ranging from universities to automotive manufacturers to technology firms demonstrating capabilities in both highway and urban environments. While this technology continues to show promise, corner cases, or situations outside the average driving environment, have emerged highlighting scenarios that impede the realization of full automation anywhere, anytime. This paper will review several of these corner cases and research deficiencies that need to be addressed for automated driving systems to be broadly deployed and trusted.

The primary goal of this project was to characterize particulate emissions from a snowmobile engine through measurement of particulate matter volatile organic fraction (VOF), particle size, and biological activity. Emissions were evaluated using both a mineral oil and a biosynthetic oil. Basic criteria pollutants were also measured from diluted exhaust using conventional techniques. Particulate matter volatile organic fraction was determined using a gas chromatographic method (DFI/GC). Particle size was characterized using a scanning mobility particle sizer (SMPS), and particulate matter biological activity was measured using a modification of the Ames bioassay procedure. Results revealed that more than 99 percent of the particles were ultrafine (Dp<100nm), with a peak concentration in the nanoparticle (Dp<50nm) size range. It was also observed that the use of a biosynthetic lubricant increased both volatile and total PM mass emissions compared to the mineral lubricant.

Many studies on low speed pre-ignition have been published to investigate the impact of fuel properties and of lubricant properties. Fuels with high aromatic content or higher distillation temperatures have been shown to increase LSPI activity. The results have also shown that oil additives such as calcium sulfonate tend to increase the occurrence of LSPI while others such as magnesium sulfonate tend to decrease the occurrence. Very few studies have varied the fuel and oil properties at the same time. This approach is useful in isolating only the impact of the oil or the fuel, but both fluids impact the LSPI behavior of the engine simultaneously. To understand how the lubricant and fuel impacts on LSPI interact, a series of LSPI tests were performed with a matrix which combined fuels and lubricants with a range of LSPI activity. This study was intended to determine if a low activity lubricant could suppress the increased LSPI from a high activity fuel, and vice versa.

This paper describes a new method for measuring oil consumption using laser induced breakdown spectroscopy (LIBS). LIBS focuses a high energy laser pulse on a sample to form a transient plasma. As the plasma cools, each element produces atomic emission lines which can be used to identify and quantify the elements present in the original sample. In this work, a LIBS system was used on simulated engine exhaust with a focus on quantifying the inorganic components (termed ash) of the particulate emissions. Because some of the metallic elements in the ash almost exclusively result from lube oil consumption, their concentrations can also be correlated to an oil consumption rate. Initial testing was performed using SwRI’s Exhaust Composition Transient Operation Laboratory®(ECTO-Lab®) burner system so that oil consumption and ash mass could be precisely controlled.

Aftertreatment durability demonstration is a required validation exercise for on-road medium and heavy-duty diesel engine certification. The demonstration is meant to validate emissions compliance for the engine and aftertreatment system at full useful life or FUL. Current certification practices allow engine manufacturers to complete partial aging and then extrapolate emissions performance results to FUL. While this process reduces the amount of service accumulation time, it does not consider changes in the aftertreatment deterioration rate. Rather, deterioration is assumed to occur at a linear rate, which may lead to false conclusions relating to emissions compliance. With CARB and EPA’s commitment to the reduction of criteria emissions, emphasis has also been placed on revising the existing certification practices. The updated practices would require engine manufacturers to certify with an aftertreatment system aged to FUL.

Stochastic or Low-Speed Preignition (SPI or LSPI) is an undesirable abnormal combustion phenomenon encountered in spark-ignition engines. It is characterized by very early heat release and high cylinder pressure and can cause knock, noise and ultimately engine damage. Much of the focus on mitigating SPI has been directed towards the engine oil formulation, leading to the emergence of the Sequence IX test and second-generation GM dexos® oil requirements. Engine design, calibration and fuels also contribute to the prevalence of SPI. As part of a recently completed research consortium, a series of engine tests were completed to determine the impact of fuel composition on SPI frequency. The fuel blends had varying levels of paraffins, olefins, aromatics and ethanol.

The Beta ratio and filtration ratio are two common rating systems used to designate the abrasive filtration efficiency of fuel filters. Previous research developed a series of wear curves to predict the effects of abrasive particles of varying sizes on fuel injector performance. Based on this data, a formula was generated to predict injector wear based on the number of 5-, 10-, and 15-μm particles in the effluent. This value is called the wear index. (1,2)1 Various fuel filters with the same manufacturer rating were evaluated on a test engine to determine the wear index for each of these fuel filters. The results demonstrate the differences between these “similar” fuel filters and how the wear index provides additional information as compared to Beta and filtration ratios.

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.

With the impending development of GF-6, the newest generation of engine oil, a new standardized oil oxidation and piston deposit test was developed using Chrysler 3.6 L Pentastar engine. The performance requirements and approval for passenger car light duty gasoline engine oil categories are set by the International Lubricants Standardization and Approval committee (ILSAC) and the American Petroleum Institute (API) using standardized testing protocols developed under the guidance of ASTM, the American Society for Testing and Materials. This paper describes the development of a new ASTM Chrysler oxidation and deposit test that will be used to evaluate lubricants performance for oil thickening and viscosity increase, and piston deposits.