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Statistically designed experiments were developed to investigate the nature of soot, to understand its role in oil viscosity growth, and to study the interactions involved with additives that inhibit viscosity growth. The matrix was designed to examine effects of engine type, mode of operation, and the oil formulations. Mack EM6-285 and GM 6.2L engines operating under both high speed and high torque conditions were used in this study. An API CE\SG quality lubricant was used as the baseline. The detergent sulfonate substrate was varied from standard to three-fold levels; the dispersant TBN contribution ranged from 1.1 to over 3.0. The surface and bulk exhaust soot properties were determined. Colloidal suspension stability and rheology were measured to evaluate the design factor effects on the formation of soot and subsequent effects on oil thickening. The Mack EM6-285 engine produced less soot, less oil viscosity growth, and less oxidation than the GM 6.2L engine.

Failure analyses were conducted on the top piston rings from selected Caterpillar 1K tests. Metallography, scanning electron microscopy, and X-ray spectroscopy were applied to characterize the top ring surface and subsurface damage. Pitting an erosion of the ring's hard facing characterized the damage observed in the scuffing cases studied. These observations support the theory that top ring failure may have started the chain of events that lead up to piston scuffing in the 1K. The top ring damage may be the result of corrosive combustion by-products that are formed in the ring belt area. The analyses in all three cases indicated that top ring failure had occurred prior to piston skirt scuffing. Several hypotheses are offered as to what may have initiated this top ring failure.

The Environmental Protection Agency will require a reduction in U.S. diesel particulate standards in 1991. To comply with this, the OEM's must modify engine design and ask petroleum refiners to reduce fuel sulfur levels to less than 0.05%. This reduction could have a dramatic impact on an engine's lubricant and possibly its performance. The durability and particulate emission stability of new engines designed to use low sulfur fuel should be related to lubricant performance and protection. Performance with low sulfur fuel must also be acceptable with equipment in service today. Laboratory evaluations of lubricant performance in current equipment were conducted with the Caterpillar 1G2 and various multicylinder diesel tests used for API CE certification. Performance differences attributable to both fuel sulfur and lubricant formulation variations have been identified and will be discussed.