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The anti-shudder effect of ATF additives and their mechanisms have been investigated. Anti-shudder durability was evaluated using an automatic transmission (AT) on an engine stand under continuously slip-controlled condition. The addition of over-based Ca-sulfonate and friction modifier (FM) remarkably improved the anti-shudder durability of ATF. The surface roughness of the contact area (contact area roughness) of the clutch plates was measured by an electron probe surface roughness analyzer. To evaluate the boundary frictional properties of the adsorbed film formed, the friction coefficient of the clutch plates in the absence of oil was examined after the anti-shudder durability test. It was found that shudder occurrence was strongly correlated with the contact area roughness and the boundary frictional property of the steel plate surface. Large contact area roughness and low boundary friction were preferred to prevent shudder.

In recent years, the slip lock-up mechanism has been adopted widely, because of its fuel efficiency and its ability to improve NVH. This necessitates that the automatic transmission fluid (ATF) used in automatic transmissions with slip lock-up clutches requires anti-shudder performance characteristics. The test methods used to evaluate the anti-shudder performance of an ATF can be classified roughly into two types. One is specified to measure whether a μ-V slope of the ATF is positive or negative, the other is the evaluation of the shudder occurrence in the practical vehicle. The former are μ-V property tests from MERCON® V, ATF+4®, and JASO M349-98, the latter is the vehicle test from DEXRON®-III. Additionally, in the evaluation of the μ-V property, there are two tests using the modified SAE No.2 friction machine and the modified low velocity friction apparatus (LVFA).

Slip-controlled lock-up clutch systems are very efficient and greatly improve fuel economy. On the other hand, these systems can cause unstable vibrations including those known as “shudder vibrations”. In this study, the authors made a theoretical analysis of these unstable vibrations to clarify the fundamental frictional properties of automatic transmission fluids (ATFs) required for slip-controlled lock-up clutch systems. Based on this analysis, we established lubricant technology having a sufficient anti-shudder property and high torque capacity. Further, we developed a new test apparatus to evaluate the anti-shudder durability for lubricant development.

This paper describes lubricant technology which helps to prevent intake valve deposit (IVD) formation for use with conventional gasolines without detergents, as well as the IVD evaluation method used in testing. The FED 3462 method was modified to establish a new panel coking test method, with excellent correlation with the engine stand IVD test, for the quantitative evaluation of IVD. Tests have shown that IVD increases when the volatility of base oils becomes higher due to condensation and polymerization of engine oil additives. Furthermore, viscosity index improvers, metallic detergents and ashless dispersants have considerable effect on IVD formation. Based on various experiments, the authors have established a formulation technology for engine oils to lower IVD, which they incorporated in two newly formulated SG oils with lower IVD than conventional 5W-30 SG oil.

Fuel economy is one of the most important performance features for modern engine oils. For some time now, fuel efficient engine oils (called Energy Conserving II or EC-II) have been available in the marketplace. However, the performance of EC-II oils is only 2.7% Equivalent Fuel Economy Improvement (EFEI) as measured by the ASTM Sequence VI Engine Test. To meet future industry needs, more fuel efficient engine oils are desirable. In order to achieve this, a study of highly fuel efficient engine oils was initiated. An initial target of 3.9% EFEI was selected and several candidate oils were evaluated, some of which exceeded this target. The oils were evaluated using a chassis dynamometer using the U. S. EPA mode. The test results may be summarized: 5W-30 Prototype Oil containing MoDTC showed between 1.6 and 2.6% better fuel economy than conventional 5W-30 and 10W-30 EC-II oils. There was an optimum viscosity for maximum fuel economy using the EPA testing mode.

This paper describes lubricant technology to enhance the durability of the low friction performance of gasoline engine oils which were formulated with molybdenum dithiodicarbamates (MoDTCs) as friction modifiers. This paper also describes an evaluation method which consists of three tests: (1) Our in-house rig test to simulate oil deterioration in an engine stand; (2) Quantitative analysis of MoDTC and ZnDTP in oils and; (3) A friction test (SRV). It was found that the low friction performance of fuel economy engine oils deteriorated primarily due to the consumption of MoDTC and ZnDTP. Calcium salicylates had better durability of low friction performance than calcium sulfonates. Furthermore, sulfurized compounds enhanced the durability. Based on these findings, an experimental oil was formulated.