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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.

The US EPA emission standards for 2010 on-highway and 2014 non-road diesel engines are extremely stringent, both in terms of oxides of nitrogen (NOX) and particulate matter (PM). Diesel engines typically operate lean and use at least 40-50 percent more air than what is needed for stoichiometric combustion of the fuel. As a result, significant excess oxygen (O₂) is present in diesel exhaust gas which prevents the application of the mature three-way catalyst (TWC) technology for NOX control used in gasoline engines. The objective of this work was to investigate whether or not the catalyzed DPF had a TWC-type of effect on NOX emissions and if so, why and to what extent when used on a diesel engine operating at reduced A/F ratio conditions.

Diesel particulate filters (DPF), known as traps in the mid-to late 1970s, were being developed for on-highway diesel applications. However, advanced engine design and in-cylinder engineering enabled diesel engines and vehicles to meet extremely low emission limits, including those of particulate matter (PM) without the need for DPF's or other auxiliary emission control devices. Late in 2000, the US EPA finalized its on-highway heavy-duty diesel emission standards, thus ending speculations regarding its stringency and establishing the lowest limits ever. The new nitric oxides (NOX) and PM limits are seen as technology-forcing. For NOX emissions, the debate rages on among the technical community about the merits of NOX adsorbers and urea selective catalytic reduction. On the other hand, there seems to be little doubt about DPF's as the technical solution for PM.

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.

The diesel engine has long been the most energy efficient powerplant for transportation. Moreover, diesels emit extremely low levels of hydrocarbon and carbon monoxide that do not require post-combustion treatment to comply with current and projected standards. It is admittedly, however, difficult for diesel engines to simultaneously meet projected nitrogen oxides and particulate matter standards. Traditionally, measures aimed at reducing one of these two exhaust species have led to increasing the other. This physical characteristic, which is known as NOx/PM tradeoff, remains the subject of an intense research effort. Despite this challenge, there is significant evidence that heavy-duty highway engine manufacturers can achieve substantial emission reductions. Many development programs carried out over the last five years have yielded remarkable results in laboratory demonstrations.

Increasing fuel costs and the desire for reduced dependence on foreign oil has brought the diesel engine to the forefront of future medium-duty vehicle applications in the United States due to its higher thermal efficiency and superior durability. The main obstacle to the increased use of diesel engines in this platform is the upcoming extremely stringent, Tier 2 emission standard. In order to succeed, diesel vehicles must comply with emissions standards while maintaining their excellent fuel economy. The availability of technologies such as common rail fuel injection systems, low sulfur diesel fuel, NOX adsorber catalysts (NAC), and diesel particle filters (DPFs) allow the development of powertrain systems that have the potential to comply with these future requirements. In meeting the Tier 2 emissions standards, the heavy light-duty trucks (HLDTs) and medium-duty passenger vehicles (MDPVs) will face the greatest technological challenges. In support of this, the U.S.

The 2010 emissions standards for heavy-duty engines have established a limit of oxides of nitrogen (NOX) emissions of 0.20 g/bhp-hr. However, the California Air Resource Board (ARB) projects that even when the entire on-road fleet of heavy-duty vehicles operating in California is compliant with 2010 emission standards, the National Ambient Air Quality Standards (NAAQS) requirement for ambient particulate matter (PM) and Ozone will not be achieved without further reduction in NOX emissions. The California Air Resources Board (CARB) funded a research program to explore the feasibility of achieving 0.02 g/bhp-hr NOX emissions.

Recent 2010 emissions standards for heavy-duty engines have established a limit of oxides of nitrogen (NOX) emissions of 0.20 g/bhp-hr. However, CARB has projected that even when the entire on-road fleet of heavy-duty vehicles operating in California is compliant with 2010 emission standards, the National Ambient Air Quality Standards (NAAQS) requirement for ambient particulate matter and Ozone will not be achieved without further reduction in NOX emissions. The California Air Resources Board (ARB) funded a research program to explore the feasibility of achieving 0.02 g/bhp-hr NOX emissions. This paper details engine and aftertreatment NOX management requirements and model based control considerations for achieving Ultra-Low NOX (ULN) levels with a heavy-duty diesel engine. Data are presented for several Advanced Technology aftertreatment solutions and the integration of these solutions with the engine calibration.

The most recent 2010 emissions standards for heavy-duty engines have established a tailpipe limit of oxides of nitrogen (NOX) emissions of 0.20 g/bhp-hr. However, it is projected that even when the entire on-road fleet of heavy-duty vehicles operating in California is compliant with 2010 emission standards, the National Ambient Air Quality Standards (NAAQS) requirement for ambient particulate matter and Ozone will not be achieved without further reduction in NOX emissions. The California Air Resources Board (CARB) funded a research program to explore the feasibility of achieving 0.02 g/bhp-hr NOX emissions.

The post-1998 diesel engine emissions challenge was put forth in July 1995 by the Statement of Principles (SOP) signed by the manufacturers of heavy duty engines, the U.S. Environmental Protection Agency (EPA) and the California Air Resources Board (CARB). Through this SOP, the signatories agreed to reduce the on-highway diesel engine NOx emissions by 50% from the legislated 1998 4.0 g/bhp.hr to 2.0 g/bhp.hr by the year 2004 with no increase over the 1998 particulate matter legislated level set at 0.1 g/bhp.hr. There are provisions in the SOP for the optional grouping of the gaseous hydrocarbons and NOx, limiting them at a combined value of 2.5 g/bhp.hr with a 0.5 g/bhp.hr hydrocarbon limit. In North America, particulate matter emissions standards were first imposed on heavy duty diesel engines in 1988. Since then, the NOx and particulate matter were balanced by taking advantage of the trade-off between the two pollutants inherent in diesel engines.

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 regenerative characteristics of a diesel particulate filter have been experimentally examined. The effect of particulate accumulation on system backpressure was of primary interest. To improve particulate regeneration, a copper compound was added to the fuel. The test results demonstrate that copper-containing fuel additives improve the regeneration characteristics of the filter, maintaining system backpressure at an acceptable level. Improved regeneration performance is expected to extend the operating range and life of the filter system. A model describing regeneration characteristics was developed to indicate the benefits of fuel copper concentration in controlling system backpressure.

The international Lubricant Standardization and Approval Committee (ILSAC) GF-2 specification requires Passenger Car Motor Oils to provide enhanced fuel economy in a modern low friction engine (ASTM Sequence VIA). In previous SAE publications the authors have studied the boundary lubrication regime and documented the impact of friction modifiers and antiwear additives on Sequence VIA fuel economy. This paper shifts the focus to the hydrodynamic lubrication regime and details fundamental studies of viscosity modifiers and base oils on fuel economy as measured by this low friction engine. The viscosity modifiers were found to have surprisingly little impact on this test, while moving to base oils of higher viscosity index improved fuel economy as might be theoretically expected. A study of formulating SAE 5W-30 motor oils with base oils of increasing viscosity index showed the optimum fuel economy was able to be obtained with a high viscosity index base stock.

Computer based analytical design techniques are transforming the engine design process. Analytical tools allow faster and more accurate design optimization. The design process is also shortened because the electronic transfer of files permits the design to be worked concurrently by engineers working with different analysis packages or on various parts of the design. Prototype parts and tooling can be made directly from the Computer-Aided Design (CAD) by various rapid prototyping methods. The analytical design techniques can also permit a highly optimized design with less possibility of corrections being necessary in the development stages. This paper reviews these new design techniques and examines how they can be used to improve the design technique. The following design tools are discussed.

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.

The technology has been developed which will allow manufacturers to produce cars capable of running on methanol/gasoline blends with a methanol content up to 85% (i.e., M85). These cars will operate on varying methanol/gasoline ratios without any adjustments from the driver. The dual-fuel capability is attractive since vehicle use will not be handicapped by a restricted fuel distribution system. In addition, it provides the option of running on an environmentally “cleaner” fuel where it is available. The advent of fuel-flexible vehicles encourages the development of lubricants which will satisfy the demands of both fuels. The unique properties of methanol, however, increase the challenges of meeting the lubricant performance needs. Field and engine dynamometer testing have been aimed at understanding the response of key lubricant variables with M85. Short-trip, cold-weather conditions have been of particular concern.

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.