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In order to meet the U.S. EPA's 2007 on-highway emission standards for particulate and NOx, all diesel engines will require diesel particulate fi lters (DPFs) and cooled exhaust gas recirculation (EGR) and will utilize ultra-low sulfur fuel. As this will be the first time that all on-highway diesel engines will employ DPFs combined with ultra-low-sulfur fuel, the Engine Manufacturers Association (EMA) requested that a new oil category be developed to provide compatibility with DPFs in the exhaust system, as well as engine durability for both new and legacy engines. This paper reviews the development of this new oil category called API CJ-4, which will be introduced in October 2006. This diesel engine oil category is the first in the U.S. which limits the oil's sulfated ash, phosphorus, and sulfur in order to insure adequate service life of the DPF. The API CJ-4 oil category includes 9 fi red engine tests and 6 bench tests.

As on-highway, heavy-duty diesel engine designs have evolved to meet tighter emissions specifications and greater customer requirements, the crankcase environment for heavy-duty engine lubricants has changed. Engine lubricant quality is very important to help ensure engine durability, engine performance, and reduce maintenance downtime. Beginning in the late 1980's, a new Mack genuine oil specification and a new American Petroleum Institute (API) heavy-duty engine lubricant category have been introduced with each new U.S. heavy-duty, on-highway emissions specification. This paper documents the history and development of the Mack T-7, T-8, T-8A, T-8E, T-9, T-10, T-11, and T-12 engine lubricant tests.

This oil category was driven by two new cooled exhaust gas recirculation (EGR) engine tests operating with 15% EGR, with used oil soot levels at the end of the test ranging from 6 to 9%. These tests are the Mack T-10 and Cummins M11 EGR, which address ring, cylinder liner, bearing, and valve train wear; filter plugging, and sludge. In addition to these two new EGR tests, there is a Caterpillar single-cylinder test without EGR which measures piston deposits and oil consumption control using an articulated piston. This test is called the Caterpillar 1R and is included in the existing Global DHD-1 specification. In total, the API CI-4 category includes eight fired-engine tests and seven bench tests covering all the engine oil parameters. The new bench tests include a seal compatibility test for fresh oils and a low temperature pumpability test for used oils containing 5% soot. This paper provides a review of the all the tests, matrix results, and limits for this new oil category.

Changing diesel engine emission requirements for 2002 have led many diesel engine manufacturers to incorporate cooled Exhaust Gas Recirculation, EGR, as a means of reducing NOx. This has resulted in higher levels of soot being present in used oils. This paper builds on earlier work with fresh oils and describes a study of the effect of highly sooted oils on the low temperature pumpability in diesel engines. Four experimental diesel engine oils, of varying MRV TP-1 viscosities, were run in a Mack T-8 engine to obtain a soot level ranging between 6.1 and 6.6%. These sooted oils were then run in a Cummins M11 engine installed in a low temperature cell. Times to lubricate critical engine components were measured at temperatures ranging between -10 °C and -25 °C. A clear correlation was established between the MRV TP-1 viscosity of a sooted oil and the time needed to lubricate critical engine components at a given test temperature.

More stringent emission legislation has been a driver for changes in the design of Heavy Duty Diesel engines since the 1980s. Optimization of the combustion processes has lead to significant reductions of exhaust emission levels over the years. However, in the year 2002, diesel engines in the USA will have to meet an even more stringent set of emission requirements. Expectations are that this will force most engine builders to incorporate Exhaust Gas Recirculation (EGR). Several studies of the impact of EGR on lubricant degradation have shown increased levels of contamination with soot particles and acidic components. Both of these could lead to changes in lubricant requirements. The industry is developing a new specification for diesel engine lubricants, PC-9, using test procedures incorporating engines with EGR.