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Four 1998 Mitsubishi Carismas, two equipped with direct injection and two with port fuel injection engines, were tested in 20,100 km intervals to determine the effect of mileage accumulation cycle, engine type, fuel and lubricant on vehicle deposits and emissions, acceleration and driveability performance. The program showed that engine fuel system deposits, including specifically those on intake valves, combustion chambers and injectors are formed in higher amounts in the GDI engine than the PFI engine. The fuel additive used reduced injector deposits and combustion chamber deposits in the GDI, but had no significant effect on intake valve deposits, which are affected by crankcase oil formulation. In GDI vehicles, deposited engines were found to have increased hydrocarbon and carbon monoxide emissions and poorer fuel economy and acceleration, but lower particulate emissions.

Four 1998 Mitsubishi Carismas, two equipped with direct injection (GDI) and two with port fuel injection engines (PFI) were tested in a designed experiment to determine the effect of mileage accumulation cycle, engine type, fuel and lubricant type on engine wear and engine oil performance parameters. Fuel types were represented by an unadditised base fuel meeting EEC year 2000 specifications and the same base fuel plus synthetic deposit control additive packages. Crankcase oils were represented by two types (1) a 5W-30 API SJ/ILSAC GF-2 type engine oil and (2) a 10W-40 API SH/CF ACEA A3/ B3-96 engine oil. The program showed that specific selection of oil additive chemistry may reduce formation of intake valve deposits in GDI cars.. In general, G-DI engines produced more soot and more pentane insolubles and were found to be more prone to what appears to be soot induced wear than PFI engines.

The constant velocity joint (CVJ) has seen increased usage driven by the growth of front wheel drive vehicles over the last 30 years. The CVJ provides a smooth, dynamic connection between the output of the axle or gearbox and the driving wheels of the vehicle. The seemingly simple device, however, requires specially designed greases to maximize protection of the internal components from distress and provide optimum performance and service life. One measure of potential distress in the CVJ can be related to temperature rise which is a reflection of the friction and wear properties of the grease employed. A test rig was designed and a method created to evaluate the temperature response of different greases used in a CVJ. The test rig was designed to allow a wide range of speeds, torques and shaft angles to be used. The rig uses a unique temperature pickup system to allow for dynamic measurement of the grease temperature in the boot.

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.

Increasingly stringent vehicle emissions legislation is being introduced throughout the world, regulating the allowed levels of particulate matter emitted from vehicle tailpipes. The regulation may prove challenging for gasoline vehicles equipped with modern gasoline direct injection (GDI) technology, owing to their increased levels of particulate matter production. It is expected that gasoline particulate filters (GPFs) will soon be fitted to most vehicles sold in China and Europe, allowing for carbonaceous particulate matter to be effectively captured. However, GPFs will also capture and accumulate non-combustible inorganic ash within them, mainly derived from engine oil. Studies exist to demonstrate the impact of such ash on GPF and vehicle performance, but these commonly make use of accelerated ash loading methods, which themselves introduce significant variation.

In the last decade, numerous studies have been conducted to investigate the mechanism of Low Speed Pre-Ignition (LSPI) in Turbocharged Gasoline Direct Injection (TGDi) engines. According to technical reports, engine oil formulations can significantly influence the occurrence of LSPI particularly when higher levels of calcium-based additives are used, increasing the tendency for LSPI events to occur. While most of the studies conducted to date utilized engine tests, this paper evaluates the effect of engine oil formulations on LSPI under real-world driving conditions, so that not only the oil is naturally aged within an oil change interval, but also the vehicle is aged through total test distance of 160,000 km. Three engine oil formulations were prepared, and each tested in three vehicles leading to an identical fleet totaling nine vehicles, all of which were equipped with the same TGDi engine.

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.

The popularity of light trucks and sport utility vehicles (SUVs), coupled with growing consumer demand for vehicles with more size, weight and horsepower, has challenged the original equipment manufacturers' (OEM) ability to meet the Corporate Average Fuel Economy (CAFE) specifications due to the increased contribution of these vehicle classes on fleet averages. The need for improved fuel economy is also a global issue due to the relationship of reduced fuel consumption to reduced CO2 emissions. Vehicle manufacturers are challenged to match the proper fluid with the application to provide the required durability protection while maximizing fuel efficiency. Recent new viscosity classifications outlined under SAE J306 aid in more tightly defining options for lubricant choice for a given application. Changes to the SAE J306 viscosity classification define new intermediate viscosity grades, SAE 110 and SAE 190.

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.

The next generation of engine oil under development has been formulated to maintain beneficial oil lubrication properties at increased engine operating temperatures, increased drain-oil intervals, and with the recirculation of exhaust gas back through the engine (EGR). These conditions result in the formation of degradation products from decomposed fuel, additives, and base oil. Decomposition products containing reactive sulfur can result in the corrosion of copper alloys. Sulfur-containing compounds currently used in these formulations can include zinc dithiophosphates (ZDP), molydithiophosphates, molydithiocarbamates, and molybdic acid/amine complexes, along with sulfur containing detergents and antioxidants. Interactions among these components and others in the formulation often determine the propensity of these formulations for corrosion. This paper will discuss the results of corrosion bench tests used to screen oil formulations for copper corrosion.

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.

Motorcycle OEMs faced with stringent global fuel economy and emission regulations are being forced to develop new hardware and emissions control technologies to remain compliant. Motorcycle oils have become an enabling technology for the development of smaller, more efficient engines operating at higher power density. Many OEMs have therefore become reliant on lubricants to not only provide enhanced durability under more extreme operating conditions, but to also provide fuel economy benefits through reduced energy losses. Unlike passenger car oils that only lubricate the engine, motorcycle oils must lubricate both the engine and the drive train. These additional requirements place different performance demands versus a crankcase lubricant. The drive train includes highly loaded gears that are exposed to high pressures, in turn requiring higher levels of oil film strength and antiwear system durability.

The regulatory drive for emission reductions, increased fuel costs, and likely increases in Corporate Average Fuel Economy (CAFE) requirements have made fuel efficiency a key issue for North American vehicle manufacturers and marketers. At the same time the popularity of sport utility vehicles and light trucks has made it more difficult to achieve CAFE objectives. In order to accommodate both public vehicle preference and government mandated CAFE requirements automobile manufacturers are seeking all available means to increase fuel economy through advanced system design, engineered materials, and improved lubricant technology. Axle lubricants can have a significant impact on fuel economy; moreover, axle lubricants can be tailored to deliver maximum operating efficiency over either specific or wide ranges of operating conditions.

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.

The Coordinating European Council, CEC, develops performance tests for the motor, oil, petroleum, additive and allied industries. In recent years, CEC has moved away from using round robin programmes (RRP's) for monitoring the precision and severity of test methods in favour of regular referencing within a test monitoring system (TMS). In a TMS, a reference sample of known performance, determined by cross-laboratory testing, is tested at regular intervals at each laboratory. The results are plotted on control charts and determine whether the installation is and continues to be fit to evaluate products. Results from all laboratories are collated and combined to monitor the general health of the test. The TMS approach offers considerable benefits in terms of detecting test problems and improving test quality. However, the effort required in collating data for statistical analysis is much greater, and there are technical difficulties in determining precision from TMS data.

The development of engine oil specifications in North America, Europe and Japan has resulted in a proliferation of performance tests of increasing complexity and cost. At the same time, the transportation industry is becoming more international with vehicle populations of mixed national origin the rule, rather than the exception. In this context, regional specification writing bodies are making efforts to rationalize their own specifications and to enter into dialogue with each other. Central to any attempt at rationalization, regionally or internationally, is the availability of high-quality reference oils. Data on two formulations (a passenger car motor oil and a heavy-duty engine oil) which have met major requirements of North American, European and Japanese engine builders are presented.

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.