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Ethanol-gasoline blends are widely understood to present certain technical challenges to engine operation. Despite widespread use of fuels ranging from E5 (5% ethanol in gasoline) in some European countries to E10 (10% ethanol) in the United States to E100 (100% ethanol; “alcool”) in Brazil, there are certain subjects which have only anecdotally been examined. This paper examines two such issues: the effect of ethanol on intake valve deposits (IVD) and the impact of fuel additive on filter plugging (a measure of solubility). The effect of ethanol on IVD is studied along two lines of investigation: the effect of E10 in a multi-fuel data set carried out in the BMW 318i used for EPA and CARB certification, and the effect of varying ethanol content from 0% to 85% in gasoline carried out in a modern flex-fuel vehicle.

A 100-hour engine dynamometer test for intake valve deposits (IVD) which uses a Ford 2.3L engine was developed by the Coordinating Research Council (CRC). Recently, this test has been approved by the American Society for Testing and Materials (ASTM) as Test Method D 6201-97. Since this test offers improvements in test variability, duration, and cost, it is expected to replace ASTM D 5500-94, a 16,000-km vehicle test run using a BMW 318i, as the key performance test for the Certification of Gasoline Deposit Control Additives by the EPA Final Rule. As a step in the replacement process, a correlation between valve deposit levels for the CRC 2.3L Ford IVD test and ASTM D 5500 BMW IVD test must be determined. This paper provides a statistical review of available data in an attempt to provide such a correlation.

This paper describes the development of an extended vane pump test procedure utilizing the Eaton® 35VQ-25 vane pump. Evaluation of two commercial Zinc Dithiophosphate containing and two commercial non Zinc (ashless) hydraulic fluids are also described. Results show that extending the test time allows differentiation among fluids which give comparable performance in the standard 50 hour test. System cleanliness, as well as pump weight loss, must be used in the performance assessment.

With the increasing use of modern, EGR-equipped, heavy-duty diesel engines and the use of lower sulfur and alternate fuels, such as biodiesel, lubricants are being exposed to a range of different compositions of acids. To complement the traditional detergent bases, todays lubricants have evolved to include a higher proportion of basic materials from amine-derived sources to aid in oxidation and soot control. This paper explores the impact of the different sources of acids, some of the issues they create and how they can be addressed, exemplified in a prototype CJ-4 lubricant formulation.

All automotive gear oils must satisfy a series of standard industry or Original Equipment Manufacturer (OEM) tests. These usually include bench, axle dynamometer, and field tests. However, product development testing must extend beyond satisfying standard test protocols. This is especially true as increased emphasis is placed on extending oil drain intervals and increasing equipment life in the face of greater performance demands through new heavy-duty vehicle designs. End-users ultimately benefit from extended oil drain intervals and increased equipment life. However, the effort to achieve both initiatives will prove successful only through careful development and selection of the proper performance additives and base fluids. Also, a broad focus must be maintained to satisfy all lubricant requirements. These requirements build on a solid base of standard features and include new features that stretch the current envelope of gear oil performance.

Wet clutch friction performance has historically been visualized by multiple graphs due to the number of temperatures and pressures required to characterize the system. However, this same friction performance can be visualized by a single graph using an alternative approach to map the friction data. Applying a method similar to that used to develop the Stribeck curve for journal bearings, a single system-level graph for wet clutches can be created. This paper will highlight how this visualization method, particularly when used to diagnose clutch failures, provides benefits in understanding the effects of both the friction material and the lubricant performance. We conducted extensive studies comparing ideal clutch systems with failed ones under a variety of conditions. Lubricant and friction material failures were independently studied, and durability tests were conducted to evaluate component failures.

A new gas phase kinetic model using Westbrook's gas phase n-heptane model and Frenklach's soot model was constructed. This model was then used to predict the impact on PAH formation as an indices of soot formation on ethanol/diesel fuel blends. The results were then compared to soot levels measured by various researchers. The ignition delay characteristics of ethanol were validated against experimental results in the literature. In this paper the results of the model and the comparison with experimental results will be discussed along with implications on the method of incorporation of additives and alternative fuels.

A new generation of fluid technology using novel diesel fuel detergent/dispersant chemistry provides a multitude of beneficial effects to the diesel engine, especially the latest model designs. In addition to improved injector, valve and combustion chamber deposit removal, the additive restores power, fuel economy, performance and emission levels1. Positive observations have also been documented along with improved performance concerning crankcase lube viscosity, soot loading and TBN retention. An even greater added benefit is the inherent capability of the fuel additive to deal with several EGR issues now prominent with the introduction of new engines. Recent research, reported herein, has uncovered the extensive efficacy of this chemistry for piston durability and neutralization of ring corrosion phenomena. All of the beneficial additive attributes are further enhanced with increased oxidative and thermal fuel stability and no loss of filterability.

Multifunctional or universal lubricating oils which service both gasoline and diesel engines have gained widespread commercial acceptance. Since 1970, numerous changes and additions have altered the performance tests and specifications which define the quality of these lubricants. New parameters include single cylinder and multicylinder diesel engine testing, valve train wear protection, clutch plate friction retention, extended drain interval and lubricant related fuel economy. In response to these requirements, new additive systems were developed. This paper discusses observed base oil-additive-engine test interactions and compares the performance of one of these additive systems to that of the old.

Light trucks and sport utility vehicles (SUVs) have become extremely popular in the United States in recent years, but this shift to larger passenger vehicles has placed new demands upon the gear lubricant. The key challenge facing vehicle manufacturers in North America is meeting government-mandated fuel economy requirements while maintaining the durability required for severe service. In light truck/SUV applications, gear oils must provide operating temperature control under extreme conditions such as trailer-towing. Higher operating temperatures for prolonged periods can adversely affect metallurgical properties and reduce fluid film thickness, both of which can lead to premature equipment failures. In our view, operating temperature is an important indicator of durability. Unfortunately, lubricants optimized for temperature control do not always provide the best fuel economy.

Light trucks and sport utility vehicles (SUVs) have become extremely popular in the United States in recent years, but this shift to larger passenger vehicles has placed new demands upon the gear lubricant. The key challenge facing vehicle manufacturers in North America is meeting government-mandated fuel economy requirements while maintaining durability. Gear oils must provide long-term durability and operating temperature control in order to increase equipment life under severe conditions while maintaining fuel efficiency. This paper describes the development of a full-scale light duty axle test that simulates a variety of different driving conditions that can be used to measure temperature reduction properties of gear oil formulations. The work presented here outlines a test methodology that allows gear oil formulations to be compared with each other while accounting for axle changes due to wear and conditioning during testing.

Global original equipment manufacturers (OEMs) have requested lower viscosity automatic transmission fluid (ATF) for use in conventional and 6-speed automatic transmissions (AT) to meet growing demands for improved fuel economy. While lower-viscosity ATF may provide better fuel economy by reducing churning losses, other key performance attributes must be considered when formulating lower viscosity ATF(1,2). Gear and bearing performance can be key concerns with lower-viscosity ATFs due to reduced film thickness at the surfaces. Long-term anti-shudder performance is also needed to enable the aggressive use of controlled slip torque converter clutches that permit better fuel economy. And, friction characteristics need to be improved for higher clutch holding capacity and good clutch engagement performance. This paper covers the development of next-generation, low-viscosity ATF technology, which provides optimum fuel economy along with wear and friction durability.

Forthcoming on-highway 2005/2007 European and North American emission regulations will require modern diesel engines to be equipped with Diesel Particulate Filters (DPF) capable of trapping up to 99% of the exhaust particulate matter. Since diesel particulates (soot) accumulate in the filter over time, the overall system needs to be regenerated by attaining the ignition temperature of soot, which in the presence of oxygen is >600 °C. Catalyzed DPFs regenerate at temperatures as low as ∼300 °C. One of the major issues facing OEMs, aftertreatment system manufacturers, and lubricant formulators is the potential effects of the lubricant-derived ash deposits and their impact on a pressure increase across filters, as well as overall filter performance and its service characteristics.

The engine-out emissions and fuel consumption rates for a modern, heavy-duty diesel engine were compared when fueling with a conventional diesel fuel and three water-blend-fuel emulsions. Four different fuels were studied: (1) a conventional diesel fuel, (2) PuriNOx,™ a water-fuel emulsion using the same conventional diesel fuel, but having 20% water by mass, and (3,4) two other formulations of the PuriNOx™ fuel that contained proprietary chemical additives intended to improve combustion efficiency and emissions characteristics. The emissions data were acquired with three different injection-timing strategies using the AVL 8-Mode steady-state test method in a Caterpillar 3176 engine, which had a calibration that met the 1998 nitrogen oxides (NOX) emissions standard.

Significant reductions of particulate matter (PM) and nitrogen oxides (NOx) emissions from diesel engines have been realized through fueling with water-fuel emulsions. However, the physical and chemical in-cylinder mechanisms that affect these pollutant reductions are not well understood. To address this issue, laser-based and chemiluminescence imaging experiments were performed in an optically-accessible, heavy-duty diesel engine using both a standard diesel fuel (D2) and an emulsion of 20% water, by mass (W20). A laser-based Mie-scatter diagnostic was used to measure the liquid-phase fuel penetration and showed 40-70% greater maximum liquid lengths with W20 at the operating conditions tested. At some conditions with low charge temperature or density, the liquid phase fuel may impinge directly on in-cylinder surfaces, leading to increased PM, HC, and CO emissions because of poor mixing.

The effects of lubricating oil on friction and wear were investigated using light-duty 2.2L compression ignition direct injection (CIDI) engine components for bench testing. A matrix of test oils varying in viscosity, friction modifier level and chemistry, and base stock chemistry (mineral and synthetic) was investigated. Among all engine oils used for bench tests, the engine oil containing MoDTC friction modifier showed the lowest friction compared with the engine oils with organic friction modifier or the other engine oils without any friction modifier. Mineral-based engine oils of the same viscosity grade and oil formulation had slightly lower friction than synthetic-based engine oils.

The effects of lubricating oil on friction and engine-out emissions in a light-duty 2.2L compression ignition direct injection (CIDI) engine were investigated. A matrix of test oils varying in viscosity (SAE 5W-20 to 10W-40), friction modifier (FM) level and chemistry (MoDTC and organic FM), and basestock chemistry (mineral and synthetic) was investigated. Tests were run in an engine dynamometer according to a simulated, steady state FTP-75 procedure. Low viscosity oils and high levels of organic FM showed benefits in terms of fuel economy, but there were no significant effects observed with the oils with low MoDTC concentration on engine friction run in this program. No significant oil effects were observed on the gaseous emissions of the engine. PM emissions were analyzed for organic solubles and insolubles. The organic soluble fraction was further analyzed for the oil and fuel soluble portions.

In this work, a novel bearing test rig was used to evaluate the impact of oil viscoelasticity on friction torque and oil film thickness in a hydrodynamic journal bearing. The test rig used an electric motor to rotate a test journal, while a hydraulic actuator applied radial load to the connecting rod bearing. Lubrication of the journal bearing was accomplished via a series of axial and radial drillings in the test shaft and journal, replicating oil delivery in a conventional engine crankshaft. Journal bearing inserts from a commercial, medium duty diesel engine (Cummins ISB) were used. Oil film thickness was measured using high precision eddy current sensors. Oil film thickness measurements were taken at two locations, allowing for calculation of minimum oil film thickness. A high-precision, in-line torque meter was used to measure friction torque. Four test oils were prepared and evaluated.

Considerable development effort has shown that conventional diesel engine lubricating oil specifications do not define the needs for acceptable injector life in methanol-fueled, two-stroke cycle diesel engines. A cooperative program was undertaken to formulate an engine oil-fuel additive system which was aimed at improving performance with methanol fueling. The performance feature of greatest concern was injector tip plugging. A Taguchi matrix using a 100 hour engine test was designed around an engine oil formulation which had performed well in a 500 hour engine test using a simulated urban bus cycle. Parameters investigated included: detergent level and type, dispersant choice, and zinc dithiophosphate level. In addition, the influence of a supplemental fuel additive was assessed. Analysis of the Taguchi Matrix data shows the fuel additive to have the most dramatic beneficial influence on maintaining injector performance.