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In lubricating and specialty oil industries, blending is routinely used to convert a finite number of distillation cuts produced by a refinery into a large number of final products matching given specifications regarding viscosity, flash point, pour point or other properties of interest. To find the right component ratio for a blend, empirical or semi-empirical equations linking blend characteristics to those of the individual components are used. Mathematically, the problem of finding the right blend composition boils down to solving a system of equations, often non-linear ones, linking the desired properties of the blend with the properties and percentage of the blend components. This approach can easily be extended to crankcase lubricants, in which case major blend constituents are base oils, additive packages, and viscosity index improvers. Artificial intelligence (AI) tools allow accurate predictions of the basic physicochemical properties of such blends.

On urban and emission homologation cycles, engines operate predominantly at low speeds and part loads where engine friction losses represent around 10% of the consumed fuel energy but would account for 25% of the fuel consumption once combustion efficiency is taken into account. Under such mild conditions, engine and engine oil temperatures are also lower than ideal. The influence of oil viscosity on friction losses are significant. By reducing lubricant viscosity, engine friction, fuel consumption and emissions are reduced. Tribological and machine learning models were investigated to predict the effect of oil viscosity on fuel consumption during the FTP75 emission cycle with the use of detailed actual emission test measurements. Oil viscosity was calculated with the measured oil temperature. As the same vehicle transient is followed in the cold and hot phases, the models were evaluated by comparing their prediction of fuel consumption in the hot phase versus the measured value.

The piston assembly is the major source of tribological inefficiencies among the engine components and is responsible for about 50% of the total engine friction losses, making such a system the main target element for developing low-friction technologies. Being a reciprocating system, the piston assembly can operate in boundary, mixed and hydrodynamic lubrication regimes. Computer simulations were used to investigate the synergistic effect between low viscosity oils and cylinder bore finishes on friction reduction of passenger car internal combustion engines. First, the Reynolds equation and the Greenwood & Tripp model were used to investigating the hydrodynamic and asperity contact pressures in the top piston ring. The classical Reynolds works well for barrel-shaped profiles and relatively thick oil film thickness but has limitations for predicting the lubrication behavior of flat parallel surfaces, such as those of Oil Control Ring (OCR) outer lands.

In the present work, a system approach to the tribological optimization of passenger car engines is demonstrated. Experimental data and simulation results are presented to demonstrate the role of surface specifications, ring pack, and lubricant on the piston/bore tribology. The importance of in-design “pairing” of low-viscosity motor oils with the ring pack and the cylinder bore characteristics in order to achieve maximum reduction in GHG emissions and improvement in fuel economy without sacrificing the endurance is elucidated. Earlier motored friction data for two different gasoline engines - Ford Duratec and Mercedes Benz M133 - using motor oils of different viscosity grades are now rationalized using AVL EXCITE® piston/bore tribology simulations. The main difference between the engines was the cylinder bore surface: honed cast iron vs thermally sprayed, and the valve train type: direct-acting mechanical bucket (DAMB) vs roller finger follower (RFF).

The present study looks into different possibilities for tribological optimization of the piston/bore system in heavy duty diesel engines. Both component rig tests and numerical simulations are used to understand the roles of surface specifications, ring pack, and lubricant in the piston/bore tribology. Run-in dynamics, friction, wear and combustion chamber sealing are considered. The performance of cylinder liners produced using a conventional plateau honing technology and a novel mechanochemical surface finishing process - ANS Triboconditioning® - is compared and the importance of in-design “pairing” of low-viscosity motor oils with the ring pack and the cylinder bore characteristics in order to achieve maximum improvement in fuel economy without sacrificing the endurance highlighted. A special emphasis is made on studying morphological changes in the cylinder bore surface during the honing, run-in and Triboconditioning® processes.

With the worldwide trend towards CO2 emission reduction, renewable fuels such as ethanol are gaining further importance. However, the use of ethanol as a fuel can bring some tribological impacts. Friction and wear of engine parts when lubricants are contaminated with ethanol are not very well understood. Within this scenario, the present paper introduces a new procedure to investigate the ethanol dilution on the performance of engine oils. Friction and wear of actual piston ring and liner were evaluated in a reciprocating test designed to emulate real thermomechanical conditions of both urban and highway car use. In addition to fresh oil, lubricant/ethanol emulsions were prepared carefully following two different procedures - unheated and heated mixing. The former to emulate cold start and “bakery” driving use, the latter to reproduce what happens after the engine heats in normal conditions.

Low viscosity combined with appropriated additive technology is one of the main paths to reduce friction on Internal Combustion Engines. Japan is on the cutting edge of low viscosity oils, having already available SAE 0W-8 in the market. On the other hands, in emergent countries like Brazil, SAE 15W-40 is still used in some passenger cars while the Japanese origin car brands use SAE 0W-20. Lubricant friction additives type also differs depending on the original equipment manufacturer (OEM) origin, and the Japanese ones usually containing high amounts of the Molybdenum type. In this paper, some of the advantages and challenges of using low viscosity oils are discussed and emphasis is given in the friction reduction obtained with the synergic effects of the right choice of additives components type and the material/coating used in the engine parts. Ring-liner rig and floating liner engine tests comparing different oils will be presented.

Despite the influence of folded metal material on the lubrication performance of engine cylinder liners has been largely investigated, its effect has not been isolated yet in terms of other surface parameters as Sa, Sq, Vo, Rpk etc. In the present contribution, the isolated effect of folded metal on the performance of engine cylinder liners was investigated by comparing the hydrodynamic and asperity contact pressures through a deterministic mixed lubrication model. From that, the friction coefficients and the engine friction losses were also estimated. The topography of a production car engine block was characterized employing a Non-Contact Surface Profiler System. Folded metal was quantified using in-house algorithms, and so its occurrences were digitally removed. Afterwards, the surfaces with and without folded metal were studied with the deterministic model.

In the last years, sophisticated analyses and control of topography parameters have been introduced to study engine bore cylinders. Such surface characteristics have impact on friction and wear of the engine, with effects on fuel consumption and durability. Among such characteristics, folded metal blocking the honing grooves has received much attention, but its quantification and actual impact on engine performance is still under discussion, both in the academia and in the industry. In this work, a methodology was developed to mathematically quantify the folded metal present in engine bores. The method is compared to others described in the literature and in use by some European automotive manufacturers. The quantification method, based on topography measurements, was also compared with other analyses, such as optical and scanning electron microscopy. The necessary resolution of the topography measurement and some recommendations for the analysis are given.

Many countries are introducing fuel economy regulations in order to reduce the average emissions of light duty vehicles, since fuel consumption of vehicles is an important factor in air pollution. The lubricant has a significant role in reducing friction losses hence the fuel consumption, but the impact depends on the engine operation regime and the manner in which the lubricant components work together to change frictional properties. Different driving cycles are used by different countries and organizations to measure fuel consumption. The most common driving cycles are the European NEDC and the North American FTP-75 vehicle transient cycles. Fuel economy at full load and BSFC (Brake Specific Fuel consumption) are also common methods of measuring engine fuel economy.

Five automotive oils, with different viscosity grades, were tested under different loads and speeds in a reciprocating test using piston rings and cylinder liners. Starved and fully-flooded conditions were also considered in order to analyze the influence of lubricant supplier in the lubrication regimes, especially in boundary-mixed transition. The expected Stribeck curve behavior was observed, and more interesting visualization appeared when the viscosity value was extracted from the Stribeck abscissa axis. The higher viscosity oils showed lower friction coefficient at low speed/load ratios. Such behavior is usually neglected and may be significant to understand the triblogical behaviour of engineering components. Computer simulation showed similar results, including the “cross-over” speed/load when the lower viscosity oils start to show lower friction.

Motivated by the demand for the reduction of fuel consumption, in particular to meet the engine energy efficiency goals of the Brazilian incentives legislation (INOVAR AUTO), this paper proposes a method to identify potential for energy efficiency and exemplifies it through three engines of the Brazilian market. The proposed method consists in identify the engine losses in different operating points (speed x load) through combustion mapping and the basic formulations which describe the energy/losses share. These data are grouped into 12 map sections, allowing the identification of the ones with more improvement potential. The baseline engine is 1.6 l naturally aspirated, port injection and was tested with E100 fuel (100% Ethanol). Engine #2 is similar to the baseline but with 4 valves per cylinder and a lower viscosity oil. The engine #3 is a more advanced engine: turbo charged, direct fuel injection, variable valve train and piloted pumps.

Piston ring radial pressure effects both the manufacturability of the ring as well as its performance in the engine. While lack of radial contact can cause increased blow-by and lubricant oil consumption, high local contact pressure can cause excessive wear and even scuffing. Current methods to evaluate ring radial pressure fail to identify subtle, local pressure changes. To overcome such limitation, a new method to evaluate ring radial pressure at each peripheral angle was developed. In this experimental procedure, the ring free shape is recorded by an optical device and then this free shape is used as input to code that calculates its radial pressure distribution. In order to validate this method, six different sample variants of ring pressure distribution, (i.e. free shape), have their radial pressure evaluated by two different methods: 1,) the new procedure and 2,) a mechanical jig with 11 circumferentially spaced radial load sensors.

With the current use of bio-renewable fuel, the application of Ethanol in Flex-Fuel vehicles presents a very low CO2 emission alternative when the complete cycle, from plantation, fuel production, till vehicle use, is considered. In Brazil more than 80% of the car production is composed of Flex-Fuel vehicles. Due to the lower heating content of the Ethanol, more aggressive combustion calibrations are used to obtain the same engine power than when burning gasoline. Such Ethanol demands, associated with the continuous increase of engine specific power has lead to thermo-mechanical loads which challenges the tribology of piston rings. The ethanol use brings also some specific tribological differences not very well understood like fuel dilution in the lube oil, especially on cold start, corrosive environment etc. Under specific driving conditions, incipient failures like spalling on nitrided steel top rings have been observed.

Numerical characterization of surfaces with deep dimples, e.g. Laser Textured Surfaces, poses questions relative to the standard filtering techniques used to separate roughness, waviness and form effects. Usual roughness filters would produce a reference plane several micrometers “below” the surface. If this surface plane will be used as reference for mixed lubrication modeling, no hydro dynamic pressures and excessive high contact pressures may be calculated. The conventional roughness filters, Gaussian and Rk, and 4 other filters were applied in an artificially dimpled surface in order to demonstrate and especially to discuss how the Greenwood contact parameters were affected. Depending on the filter used, the estimation of the minimum surface separation for asperity contact varied two magnitude orders.

Increased engine loads, coupled with low friction rings, renew the attention for predicting the maximum bore deformation which a given ring design can conform to before losing contact. The MIT developed “Software of Ring Design Tools” (RDT) code was used to verify the different published ring conformability criteria by progressively increasing the bore deformation until the model predicted lack of contact. For simple order deformations, the semi-empirical Tomanik criterion was found to correlate with the model predictions. However, as expected, more realistic deformations combining different harmonic orders were able to cause lack of conformability, even with the individual order amplitudes being lower than the criterion limit. In search of a more comprehensive criterion, an automated model ran hundreds of thousands of deformation cases in combination with relative ring angular positions looking at conformability.

Due to several market demands of higher wear and scuffing resistance, Duplex PVD (Physical Vapor Deposition) CrN top ring has been used in Heavy Duty Diesel (HDD) engines. The ring comprises a nitrided high chromium stainless steel with a PVD ceramic CrN coating. For High Speed Diesel (HSD) vehicles with lower demands, MAHLE has developed an alternative PVD coated ring, which balances the cost and performance ratio. This alternative, named High Value PVD (HV-PVD), consists of applying the best resistant coating for wear and scuffing, PVD, onto a less costly ring material, Ductile Cast Iron. The HV-PVD top ring has been tested in HSD engines and shown excellent performance. Additional advantages of the HV-PVD are its lower friction coefficient and better tribological compatibility with the cylinder bore materials when compared to the traditional galvanic chrome based coatings. Such features lead to reduced engine friction and lower cylinder wear.

The Greenwood model has been extensively used for calculation of the asperity pressures under mixed lubrication conditions, but usually assuming that the surfaces are gaussian. In this work, the Greenwood parameters are calculated from actual, non-gaussian, engine surfaces measured by White Light Interferometer. Results from 2D profiles and 3D measurements are compared. An improved way to calculate the Greenwood parameters and to apply them for estimation of the contact area and pressure is described. To illustrate the methodology, some examples of topography characterization and modeling for engine liners are presented. The influence of the asperity summit height average on the predicted contact area calculation is discussed. To explore and validate the proposed method, several WLI measurements from different engine HDD liners were analyzed using a proprietary code.

With the increase of thermal and mechanical loads, some spark ignition (SI) engines may present excessive wear on the piston top groove. The problem was studied first by numerical simulation. Several parameters were found to influence the groove wear. E.g., ring side face roughness and hardness. But the main influence found was the relative attitude between groove flank and ring side face. As the instantaneous attitude varies during the engine cycle, the problem was studied with a commercial ring dynamics computer program and considering thermal and mechanical deformations that occur in the piston during engine operation. The expected groove wear was estimated by the accumulated “wear load” during critical engine operation regimes. Experimental results of engines with groove wear solved by design optimization are shown.

Wear of piston ring and cylinder was modelled through a computer code that calculates the hydrodynamic and roughness contact pressures acting on the contact surfaces. Both pressures are fully and coupled solved through, respectively, Reynolds equation and Greenwood-Williamson model. Piston secondary motion and piston groove thermal deformations are considered. The latter was discovered to be fundamental in defining the top ring worn profile. Due to the rough contact pressures, the model predicts material removal from both piston ring and cylinder surfaces and recalculates the system, hence simulating the evolution of the worn sliding surface of both parts. The predicted wear of the piston ring pack and the cylinder wall are compared with a medium duty diesel engine tested for 750 hours in dynamometer.