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Approximation formulas are presented for the time response of the film thickness and torque in a wet clutch. The approximation formulas show the effects of various clutch parameters on the film thickness, the hydrodynamic torque and the asperity torque. Clutch parameters affecting the film thickness and torque include friction material characteristics, lubricant properties, the geometry of the clutch plates and the time-dependent apply pressure. The approximation formulas are obtained from heuristic curve fits of previously published and validated models. It is also shown that a positive gradient (dTf/dωslip > 0) of the friction torque, Tf, with respect to slip speed, ωslip, promotes friction stability. This stability gradient is obtained analytically using the approximation formulas so that the effects of the clutch parameters on friction stability are also shown.

Currently there is no axle test aimed specifically at bearing durability in automotive hypoid axles. Existing axle tests are primarily focused on gear distress and lubricant protection of gears. In light of the new test information showing axle bearing distress, there is a need to develop a new bearing durability test for automotive and truck axle lubricants. To fulfill this need, a new bearing durability test has been developed to better assess lubricant requirements for rolling element bearing durability. Although the final test of an axle lubricant is in a driven automobile or truck, an effective screening test based on actual light duty truck conditions can be used to accelerate lubricant development to enhance bearing performance in hypoid axles. This new test simulates actual road durability tests in the lab. A specific load cycle which retains the critical road test loading conditions reduces test time and helps speed up lubricant development.

In the next ILSAC passenger car motor oil specification the Sequence IIIG engine test, as well as two versions of the Thermo-Oxidation Engine Oil Simulation Test (TEOST) have been proposed as tests to determine the ability of crankcase oils to control engine deposits. The Sequence IIIG engine test and the TEOST MHT test are designed to assess the ability of lubricants to control piston deposits and the TEOST 33 test is designed to assess the ability of lubricants to control turbocharger deposits. We have previously characterized the chemical composition of Sequence IIIG piston deposits using thermogravimetric, infrared and SEM/EDS analyses. Sequence IIIG piston deposits contain a significant amount of carbonaceous material and the carbonaceous material is more prevalent on sections of the pistons that should encounter higher temperatures. Furthermore, the carbonaceous material appears to be a deposit formed by the Sequence IIIG fuel.

Many vehicle and engine test studies have shown that the fuel efficiency of automobiles can be improved by reducing friction between moving parts. Typically, organic friction modifiers such as glycerol monooleate (GMO) or metal containing friction modifiers such as molybdenum dithiocarbamate (MoDTC) have been added to engine oils to reduce boundary friction and improve fuel efficiency. These traditional friction modifiers act by forming either a self-assembled organic film (in the case of GMO) or a Mo-disulfide chemical film (in the case of MoDTC). More recently, the ability of inorganic tungsten disulfide (WS2) nanoparticles to reduce boundary friction has been described. Martin has proposed that WS2 nanoparticles are transported into a contact zone where they are compressed and peel open like an onion to form a film. In this study, oil-soluble inorganic nanoparticles containing cerium (Ce) and zinc (Zn) have been synthesized.

Biodiesel fuel is a promising new renewable, alternate fuel source. However, its effect on diesel engine oil lubrication is largely untested at present. There is some indication that the use of biodiesel fuel can degrade diesel engine oil performance to such an extent that shortening of oil drain intervals is required. Oil which is fuel-diluted with biodiesel, which is known to contain unsaturated hydrocarbon bonds, would be expected to be more prone to oxidation. Current diesel engines designed to meet environmental standards tend to introduce more soot into the crankcase oil. The new diesel engine oils for use with biodiesel fuel must be capable of dispersing soot to minimize soot-induced viscosity increase of the oil and prevent engine wear. Oils will also need improved oxidation and corrosion inhibition. To examine soot-handling, ASTM D 7156 Mack T-11 engine test results with 20 wt% soy methyl ester in ultra-low sulfur diesel fuel (B20) were employed.

A model and simulation results are presented for the torsional dynamics of a rear wheel driveline while the vehicle is coasting in a turn. The model includes the effects of road load and powertrain drag, limited slip differential clutch friction, the inertias of the vehicle, wheels, axles, differential carrier, and driveshaft, the final drive ratio, torsional stiffnesses of the axles and driveshaft, vehicle track width, and radius of the turn. The dynamics of coasting in a turn differ from powered driving due to changes in the inertia loading the driveshaft, the damping effect of the disengaged transmission, and nonlinearities in the clutch friction. Specific focus is given to vibration in the axles and driveshaft due to variations in the torque-speed slope of the clutches, which is determined by the slope of the friction coefficient ‘μ’ versus sliding speed ‘v’ in the limited slip clutches.

The poisoning of three way catalysts (TWC) by the phosphorus contained in oil formulations containing zinc dialkyldithiophosphate (ZDDP) is examined. Catalysts were exposed to various types of ZDDP and detergents under conditions that were known to reduce performance through phosphorus poisoning without the blocking of sites by formation of glazing. The presence of phosphorus was detected with energy dispersive x-ray spectroscopy (EDX). In addition to analyzing the surface concentration of the phosphorus on the washcoat, the catalyst was cross cut so phosphorus that diffused into the washcoat could be mapped. The total phosphorus in the catalyst could then be calculated. The amount of total phosphorus detected correlated well with the reduced activity of the catalyst as measured by the temperature of 50% conversion.

This paper provides an overview of driveline fluids, in particular automatic transmission fluids (ATFs), and is intended to be a general reference for those working with such fluids. Included are an introduction to driveline fluids, highlighting what sets them apart from other lubricants, a history of ATF development, a description of key physical ATF properties and a comparison of ATF fluid specifications. Also included are descriptions of the chemical composition of such fluids and the commonly used basestocks. A section is included on how to evaluate used driveline oils, describing common test methods and some comments on interpreting the test results. Finally the future direction of driveline fluid development is discussed. A glossary of terms is included at the end.

1 Fluids for new generations of step-automatic transmissions must provide durable service under severe conditions in a variety of environments. Fluid degradation under severe stress can lead to changes in frictional properties, potentially resulting in undesirable noise, vibration and harshness (NVH) events. This paper describes the development of a new transmission fluid that delivers significant improvement in squawk durability. The formulation approach resulted in optimum friction characteristics that are essential to overcome stress-induced loss of friction and to reduce NVH. A factorial design of experiments was used in the development process to relate additive effects with friction characteristics of both fresh and aged fluids. Friction durability after laboratory aging was compared with friction characteristics and durability data obtained from field-aged fluids

Multiple plate disc clutches are used extensively for shifting gears in automatic transmissions. In the active clutches that engage or disengage during a shift the automatic transmission fluid (ATF) and friction material experience large changes in pressure, P, sliding speed, v, and temperature, T. The coefficient of friction, μ, of the ATF and friction material is a function of these variables so μ = μ(P,v,T) also changes during clutch engagement. These changes in friction coefficient can lead to noise or vibration if the ATF properties and clutch friction material are improperly matched. A theoretical understanding of what causes noise, vibration and harshness (NVH) in shifting clutches is valuable for the development of an ATF suitable for a particular friction material. Here we present a theoretical model that identifies the slope, ∂μ/∂T, of the coefficient of friction with respect to temperature as a major contributor to the damping in a clutch during engagement.

Modern light-duty trucks and SUV's are designed to be aerodynamic to increase fuel economy. Such vehicle design significantly reduces the amount of air available to cool the rear axle in rear wheel drive vehicles. Reduced cooling coupled with higher power output and additional load from trailer towing operations results in higher axle operating temperatures, especially during the early operation or “break-in” phase of axle life. Higher axle operating temperatures decrease oil viscosity resulting in reduced oil film formation ability to protect against wear and contact fatigue. High temperature also shortens the useful life of gear oils. To facilitate the development of gear oils capable of reducing axle operation temperature, we have developed a laboratory simulation test method that can closely simulate actual trailer-towing driving on Baker's grade road under maximum GVCWR of close to 6,033 kg (13,300 lbs).

The torsional natural frequencies of axles equipped with limited slip differential clutches depend on whether or not the tires and clutches are slipping since the effective inertia at each end of the axle is different for slipping and non-slipping conditions. Limited slip axle vibrations are typically analyzed for one tire slipping and the other not since that is the case for which the limited slip clutches are used. Vibrations often arise, however, during normal turning when both drive tires have good traction.

An automatic transmission planetary gear fatigue test is used to screen lubricant performance of various automatic transmission fluids. The key use of this test is to assess the ability of a lubricant to extend or limit planetary gear system fatigue life. We study the fatigue behavior in this test and find the major failure modes are tooth macropitting, and macropitting-related tooth fracture of the sun and planetary gears (short and long pinion gears). Micropitting appears to be responsible for these gear failure modes. Macropitting is also seen on the shafts and needle rollers of the bearings. Gear tooth fracture appears to have originated from the surface as a secondary failure mode following macropitting. Bearing macropitting is initiated by geometric stress concentration. Bending fatigue failure on the sun and planetary gears also occurs but it is not a micropitting-initiated failure mode.

In the latest passenger car motor oil specifications the Sequence IIIG engine test is used to determine the ability of lubricants to control piston deposits. We have analyzed the chemical composition of Sequence IIIG deposits in order to determine the source of the piston deposits and determine if the mechanism for deposit formation in the Sequence IIIG engine test is similar to previously published mechanisms for formation of high temperature engine deposits. These previous mechanisms show that combustion by-products react with lubricant in the piston ring zone. The mixture of combustion by-products and lubricant are oxidized to form deposit precursors which are further oxidized to form deposits. Since the Sequence IIIG engine test uses lead-free fuel it is important to reexamine the nature of piston deposits formed in gasoline engines and in particular in the Sequence IIIG engine test.

Sliding contact between friction surfaces occurs in numerous torque transfer elements: torque converter clutches, shifting clutches, launch or starting clutches, limited slip differential clutches, and in the meshing of gear teeth under load. The total temperature in a friction interface is the sum of the equilibrium temperature with no sliding and a transient temperature rise, the flash temperature, caused by the work done while sliding. In a wet shifting clutch the equilibrium temperature is typically the bulk oil temperature and the flash temperature is the temperature rise during clutch engagement. The flash temperature is an important factor in the performance and durability of a clutch since it affects such things as the reactivity of the sliding surfaces and lubricant constituents (e.g., oxidation) and thermal stress in the components. Knowing how high the flash temperature becomes is valuable for the formulation of ATF, gear oil, engine oil and other lubricants.

To develop an automatic transmission fluid (ATF) that meets DEXRON® III-H specifications, the ATF must pass two critical tests, the GM oxidation test (GMOT) and the GM cycling test (GMCT), in addition to many other performance tests. The specification on the GMOT is that delta TAN (difference in total acid number compared with the fresh oil) at the end of the test does not exceed 3.25 while the specifications on GMCT are that delta TAN cannot exceed 2.0 and the 1-2 shift time must stay between 0.30 and 0.75 seconds throughout the test. For this work, we analyze oil oxidation and changes in oils' surface tension, drum and band surface degradation and deposit formation. We have found that with respect to the delta TAN limits of the DEXRON® III-H specification, the GMCT is more severe than the GMOT. The effect of base oil chemistry on oxidation in these tests has been quantified. Oil oxidation is not responsible for the GMCT 1-2 shift time increase.

Pitting and micropitting are two key fatigue modes of failure for gears and bearings. Many pitting and micropitting rig tests have been developed in the industry to evaluate the fatigue pitting or micropitting life of lubricants. FZG pitting and micropitting tests are widely used for this purpose. We have studied pitting mechanism and developed a model to predict pitting life in the FZG pitting test carried out at 120°C. Boundary friction coefficient, EHD film thickness, and corrosivity of the lubricant and surface roughness of the gear have been found to be the four important factors affecting the lubricant's pitting life. Since today's gears are mostly made from steels containing low to non-existent inclusions, pitting is mostly initiated by micropitting. Even though this implies that rougher surface is detrimental to pitting life, we have found that this is not always the case.

Multiple plate disk clutches are used extensively for shifting gears in automatic transmissions. In a shift from one gear to another one or more clutches is engaging or disengaging. In these active clutches the automatic transmission fluid (ATF) and friction material experience large changes in pressure P, temperature T, and sliding speed v. The coefficient of friction, μ, of the ATF and friction material depends on v, P and T, and also changes during clutch engagement. Changes in μ can lead to vibration and poor shift quality if the ATF and clutch friction material are improperly selected. An in-depth theoretical understanding of the cause of vibration in shifting clutches is crucial in the development of a suitable ATF to work with a particular friction material.

In order to prevent shudder in automatic transmissions, friction must decrease as the sliding speed between the friction plates in clutches decreases. Theoretical studies have shown that friction in wet clutches is a combination of boundary friction and the friction due to flow of fluid through the friction materials (thin-film friction). Therefore, these physical properties of oils should control the anti-shudder performance of automatic transmission fluids. Recently, we demonstrated that boundary and thin-film friction contribute to friction measured at low speeds in JASO SAE No.2 and LVFA tests. Two different friction materials are used in these tests and the relative effect of thin-film friction on low speed friction is greater in the JASO SAE No. 2 test than in the JASO LVFA test.

Friction plate degradation and/or friction plate glazing has often been related to the loss of friction control in automatic transmissions. However, in JASO SAE No.2 and LVFA tests, friction material glazing has been found to not be a sufficient condition for the loss of anti-shudder performance or a reduction in torque capacity durability. Therefore, changes in automatic transmission fluid properties rather than changes to the friction surfaces would be expected to play a dominant role in controlling anti-shudder performance and torque capacity. Earlier theoretical studies have proposed that friction in wet clutches is a combination of boundary and hydrodynamic friction. Therefore, changes in these properties should control anti-shudder durability and torque capacity. In this paper, we confirm that boundary and thin-film friction contribute to friction measured in JASO SAE No.2 and LVFA tests.