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Technical Paper

A Bench Technique for Evaluating High Temperature Oxidation and Corrosion Tendencies of Automotive Crankcase Lubricants

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.
Technical Paper

A History of Mack Engine Lubricant Tests from 1985-2005: Mack T-7 through Mack T-12

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.
Technical Paper

A New Engine Test for the Development of Heavy Duty Diesel Engine Oils for Engines with Exhaust Gas Recirculation: The Mack T-10 Test

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.
Technical Paper

A New Method of Measuring Aeration and Deaeration of Fluids

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.
Technical Paper

A Single Cylinder Medium Speed Diesel Engine Research Facility

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.
Technical Paper

Advanced Test Methods Aid in Formulating Engine Oils for Fuel Economy

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.
Technical Paper

Army Use of Near-Infrared Spectroscopy to Estimate Selected Properties of Compression Ignition Fuels

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.
Technical Paper

Automated Acquisition and Reduction of Engine Lubricant Test Data

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.
Technical Paper

Characterization of Snowmobile Particulate Emissions

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.
Technical Paper

Combined Fuel and Lubricant Effects on Low Speed Pre-Ignition

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.
Technical Paper

Development and Testing of Optimized Engine Oils for Modern Two-Stroke Cycle Direct Fuel Injected Outboard Engines

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.
Technical Paper

Development of Chrysler Oxidation and Deposit Engine Oil Certification Test

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.
Technical Paper

Development of Improved Arctic Engine Oil (OEA-30)

U.S. Army arctic engine oil, MIL-L-46167B, designated OEA, provides excellent low-temperature operation and is multi functional. It is suitable for crankcase lubrication of reciprocating internal combustion engines and for power-transmission fluid applications in ground equipment. However, this product required 22-percent derated conditions in the two-cycle diesel engine qualifications test. Overall, OEA oil was limited to a maximum ambient temperature use of 5°C for crankcase applications. The technical feasibility of developing an improved, multi functional arctic engine oil for U.S. military ground mobility equipment was investigated. The concept was proven feasible, and the new oil, designated as OEA-30, has exceptional two-cycle diesel engine performance at full engine output and can be operated beyond the 5°C maximum ambient temperature limit of the MIL-L-46167B product.
Technical Paper

Development of a New Valvetrain Wear Test - The Sequence IVB Test

The study described in this paper covers the development of the Sequence IVB low-temperature valvetrain wear test as a replacement test platform for the existing ASTM D6891 Sequence IVA for the new engine oil category, ILSAC GF-6. The Sequence IVB Test uses a Toyota engine with dual overhead camshafts, direct-acting mechanical lifter valvetrain system. The original intent for the new test was to be a direct replacement for the Sequence IVA. Due to inherent differences in valvetrain system design between the Sequence IVA and IVB engines, it was necessary to alter existing test conditions to ensure adequate wear was produced on the valvetrain components to allow discrimination among the different lubricant formulations. A variety of test conditions and wear parameters were evaluated in the test development. Radioactive tracer technique (RATT) was used to determine the wear response of the test platform to various test conditions.
Technical Paper

Development of a Standardized Test to Evaluate the Effect of Gasoline Engine Oil on the Occurrence of Low Speed Pre-Ignition - The Sequence IX Test

The study described in this paper covers the development of the Sequence IX Low Speed Pre-Ignition (LSPI) test for the new engine oil category, ILSAC GF-6. The purpose of the Sequence IX test is to evaluate a lubricant’s ability to protect against LSPI events which are prevalent when operating a highly boosted/downsized gasoline direct-injected engine. LSPI is characterized as a combustion event that starts before ignition spark, typically followed by excessive in-cylinder pressures and heavy knock, which can cause severe engine damage and failure. Industry research has shown that oil formulation can contribute to the frequency of LSPI activity. The Sequence IX test was developed using a turbocharged gasoline direct-injected 2.0 liter Ford Ecoboost engine with dual independent variable cam timing. The engine was modified with in-cylinder pressure sensors and a high-resolution crank angle encoder to characterize individual engine combustion cycles and identify potential LSPI events.
Technical Paper

Development of the Sequence IIIG Engine Oil Certification Test

American Society for Testing and Materials (ASTM) Sequence III Engine Oil Certification Tests have been used for the past forty-five years to evaluate lubricant performance characteristics for valvetrain wear, viscosity increase, and piston deposit formation. Minimum performance standards for passenger car light duty gasoline engine oil categories are set by the International Lubricants Standardization and Approval Committee (ILSAC) (1) and the American Petroleum Institute (API) (2). This paper describes the development of the new ASTM Sequence IIIG Engine Oil Certification Test for use in evaluating the performance characteristics of engine oils meeting the next generation, low sulfur, low phosphorus, ILSAC GF-4 and API licensing requirements.
Technical Paper

Dilute Measurement of Semi-Volatile Organic Compounds (SVOC) from a Heavy-Duty Diesel Engine

Semi-volatile organic compounds (SVOC) are a group of compounds in engine exhaust that either form during combustion or are part of the fuel and lubricating oil. Since these compounds occur at very low concentrations in diesel engine exhaust, the methods for sampling, handling, and analyzing these compounds are critical to obtaining good results. An improved dilute exhaust sampling method was used for sampling and analyzing SVOC in engine exhaust, and this method was performed during transient engine operation. A total of 22 different SVOC were measured using a 2012 medium-duty diesel engine. This engine was equipped with a stock diesel oxidation catalyst (DOC), a diesel particulate filter (DPF), and a selective catalytic reduction (SCR) catalyst in series. Exhaust concentrations for SVOC were compared both with and without exhaust aftertreatment. Concentrations for the engine-out SVOC were significantly higher than with the aftertreatment present.
Technical Paper

Effect of Lubricant Oil on Particle Emissions from a Gasoline Direct Injection Light-Duty Vehicle

Gasoline direction injection (GDI) engines have been widely used by light-duty vehicle manufacturers in recent years to meet stringent fuel economy and emissions standards. Particulate Matter (PM) mass emissions from current GDI engines are primarily composed of soot particles or black carbon with a small fraction (15% to 20%) of semi-volatile hydrocarbons generated from unburned/partially burned fuel and lubricating oil. Between 2017 and 2025, PM mass emissions regulations in the USA are expected to become progressively more stringent going down from current level of 6 mg/mile to 1 mg/mile in 2025. As PM emissions are reduced through soot reduction, lubricating oil derived semi-volatile PM is expected to become a bigger fraction of total PM mass emissions.
Technical Paper

Effects of Exhaust Gas Recirculation on the Degradation Rates of Lubricating Oil in a Heavy-Duty Diesel Engine

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.
Technical Paper

Emissions From Snowmobile Engines Using Bio-based Fuels and Lubricants

Snowmobile engine emissions are of concern in environmentally sensitive areas, such as Yellowstone National Park (YNP). A program was undertaken to determine potential emission benefits of use of bio-based fuels and lubricants in snowmobile engines. Candidate fuels and lubricants were evaluated using a fan-cooled 488-cc Polaris engine, and a liquid-cooled 440-cc Arctco engine. Fuels tested include a reference gasoline, gasohol (10% ethanol), and an aliphatic gasoline. Lubricants evaluated include a bio-based lubricant, a fully synthetic lubricant, a high polyisobutylene (PIB) lubricant, as well as a conventional, mineral-based lubricant. Emissions and fuel consumption were measured using a five-mode test cycle that was developed from analysis of snowmobile field operating data.