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A model of an automotive powertrain equipped with a slip-controlled torque converter clutch (TCC) is presented that incorporates the clutch control system and the friction-related properties of the automatic transmission fluid (ATF) and clutch friction material. Prior research has established that stability of a slip-controlled TCC is enhanced by maintaining a positive slope of the coefficient of friction, μ, with respect to sliding speed, v. The model presented here agrees with this result, but suggests that it is neither a necessary nor sufficient condition guaranteeing stability. The model indicates that other factors affecting stability at the equilibrium sliding speed include the magnitude of μ, the engine speed, the engine torque-speed slope, the ATF pressure, and the time constants of the clutch control system. This model will aid in the development of future wet clutch systems with improved friction stability performance.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

Emission requirements for all vehicles have become increasingly more stringent. Diesel engine design changes required to meet emissions requirements result in increased levels of soot in the lubricant. This increased level of soot causes increased wear when oils are not properly formulated. Recent studies have shown that the primary cause of wear in the crossheads of Cummins M-11 and M-11/EGR engines is the abrasive nature of primary soot particles. In addition, it has also been shown that oils, which form films that are thicker than the size of primary soot particles can prevent abrasive wear. Dispersants and dispersant-polymers are known to prevent wear in the presence of soot. The goal of this study is to better understand the role of dispersants and functionalized polymers on the prevention of wear by examining their ability to form films in the presence of abrasive contaminants.

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.

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.

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.

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.

Extended gear fatigue pitting life is an essential performance requirement for today's gear oils in automotive driveline applications. One of the important industrial standard tests used to evaluate fully formulated oil's ability to extend gear pitting fatigue life is the FZG pitting test. To understand the fatigue pitting behavior in these gears we have conducted surface analyses on the FZG gears to determine fatigue modes. We have found that micro-pitting is the major fatigue mode and pitting/spalling is mostly initiated by micro-pitting in the FZG test. To help further understand how pitting and micro-pitting relate to gear oil properties and gear surface morphology, we have also carried out a statistical analysis correlating fatigue pitting life with four major physical parameters: boundary friction coefficient, oil film thickness, oil corrosiveness, and surface roughness of the gear tooth.

The low-temperature pumpability of engine oil throughout the engine at startup is an important property. Insuring that fresh oils can be pumped at low temperatures has been a requirement of crankcase lubricants for approximately two decades. Extending the assurance of the oil's low temperature pumpability as it ages under engine operation has been the concern of car manufacturers and lubricant marketers for some time. In order to determine the factors influencing the aged oil's low temperature pumpability, we have undertaken a fleet test. We found that as lubricants are aged, excellent low temperature pumping properties can be maintained if lubricants are formulated with viscosity-index improvers incapable of forming polymer networks, base oils with a low tendency to form wax networks, effective pour-point depressants, and if oil drain intervals are not extended beyond the performance limitations of the specific lubricant category.

A taxi field test in 1999 resulted in unusually high used oil MRV TP-1 viscosity in the first 16,000-kilometer drain oil. A subsequent root cause investigation revealed that contamination of the test oil by carry-over of the factory-fill oil followed by oil aging in the vehicle was responsible for the unusual high MRV TP-1 viscosity. Contamination by the factory-fill oil alone cannot account for the high MRV TP-1 viscosity; oil aging in vehicles is an essential co-factor. While the precise mechanism has not been determined, high MRV TP-1 viscosity and yield stress appear to be the consequence of reduction in PPD effectiveness but not PPD degradation. However, the MRV TP-1 viscosity and yield stress of such used oil can be restored to acceptable levels by an optimized PPD system. The study found that used oil MRV TP-1 pumping viscosity and yield stress can be highly dependent on the viscosity index improvers used in the oils involved.

Rheological properties of automatic transmission fluids (ATFs) are typically characterized by their kinematic (ASTM D 445) and Brookfield (ASTM D 2983) viscosities. However, ATFs contain polymeric viscosity modifiers, which often result in non-Newtonian fluid behavior as the polymers align and stretch under the shear stresses experienced in automatic transmissions. Therefore, the standard rheological tests, which are normally run under low shear stresses, may not adequately characterize an ATF's flow properties under the operating conditions of the automatic transmission. This study was designed to characterize the rheological properties of ATFs containing different amounts of viscosity modifiers, different base oil types and different levels of permanent shear stability under the shear and temperature conditions which exist in automatic transmissions.