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This paper outlines the second part in a series on the effect of polymeric additives commonly known as viscosity modifiers (VM) or viscosity index improvers (VII) on gear oil efficiency and durability. The main role of the VM is to improve cold temperature lubrication and reduce the rate of viscosity reduction as the gear oil warms to operating temperature. However, in addition to improved operating efficiency across a broad temperature range compared to monograde fluids the VM can impart a number of other significant rheological improvements to the fluid [1]. This paper expands on the first paper in the series [2], covering further aspects in fluid efficiency, the effect of VM chemistry on these and their relationship to differences in hypoid and spur gear rig efficiency testing. Numerous VM chemistry types are available and the VM chemistry and shear stability is key to fluid efficiency and durability.

Prior technical work by various OEMs and lubricant formulators has identified lubricant-derived phosphorus as a key element capable of significantly reducing the efficiency of modern emissions control systems of gasoline-powered vehicles ( 1 , 2 , 3 , 4 , 5 , 6 , 7 , 8 , 9 , 10 , 11 , 12 , 13 ). However, measuring the exact magnitude of the detriment is not simple or straightforward exercise due to the many other sources of variation which occur as a vehicle is driven and the catalyst is aged ( 1 ). This paper, the second one in the series of publications, examines quantitative sets of results generated using various vehicle and exhaust catalyst testing methodologies designed to follow the path of lubricant-derived phosphorous transfer from oil sump to exhaust catalytic systems ( 1 ).

Global emission legislations for diesel engines are becoming increasingly stringent. While the exhaust gas composition requirements for prior iterations of emission legislation could be met with improvements in the engine's combustion process, the next issue of European, North American and Japanese emission limits greater than 2005 will require more rigorous measures, mainly employment of exhaust gas aftertreatment systems. As a result, many American diesel OEMs are considering NOx adsorbers as a means to achieve 2007+ emission standards. Since the efficacy of a NOx adsorber over its lifetime is significantly affected by sulfur (“sulfur poisoning”), forthcoming reductions in diesel fuel sulfur (down to 15 ppm), have raised industry concerns regarding compatibility and possible poisoning effects of sulfur from the lubricant.

A discriminating dynamometer-based test was developed for evaluating cold start and warmup engine performance based on in-cylinder pressure measurements. The dynamometer test offers advantages in time required, flexibility and reduced variability over the vehicle procedure on which it was based. A parametric study on fuel driveability index (DI), ethanol content and intake valve deposit (IVD) rating demonstrated that each of these parameters had a statistically significant impact on engine cold start performance. Simple numerical offsets to fitted models based on oxygen content of the fuel did not account for the difference in engine performance of hydrocarbon-only versus ethanol-containing fuels. The effect of IVD on engine performance did not appear to depend on the DI of the fuel. The benefits of cleaner valves are seen even in fuels of very low DI.

Water-emulsified diesel fuel technology has been proven to reduce nitrogen oxides (NOx) and particulate matter (PM) simultaneously at relatively low cost compared to other pollution-reducing strategies. While the mechanisms which result in these reductions have been postulated, the development of new analytical tools to measure in-cylinder soot formation using optically accessible engines can lead to a deeper understanding of combustion and the chemical and physical mechanisms when water is present during combustion. In this study, an optically accessible single cylinder engine was used to study how water brought into the combustion chamber via an emulsified fuel changes the combustion process and thereby reduces emissions. In-cylinder measurements of relative soot concentrations were used to determine the effect of water-emulsified fuel on soot formation.

Four 1998 Mitsubishi Carismas, two equipped with direct injection and two with port fuel injection engines, were tested in 20,100 km intervals to determine the effect of mileage accumulation cycle, engine type, fuel and lubricant on vehicle deposits and emissions, acceleration and driveability performance. The program showed that engine fuel system deposits, including specifically those on intake valves, combustion chambers and injectors are formed in higher amounts in the GDI engine than the PFI engine. The fuel additive used reduced injector deposits and combustion chamber deposits in the GDI, but had no significant effect on intake valve deposits, which are affected by crankcase oil formulation. In GDI vehicles, deposited engines were found to have increased hydrocarbon and carbon monoxide emissions and poorer fuel economy and acceleration, but lower particulate emissions.

Four 1998 Mitsubishi Carismas, two equipped with direct injection (GDI) and two with port fuel injection engines (PFI) were tested in a designed experiment to determine the effect of mileage accumulation cycle, engine type, fuel and lubricant type on engine wear and engine oil performance parameters. Fuel types were represented by an unadditised base fuel meeting EEC year 2000 specifications and the same base fuel plus synthetic deposit control additive packages. Crankcase oils were represented by two types (1) a 5W-30 API SJ/ILSAC GF-2 type engine oil and (2) a 10W-40 API SH/CF ACEA A3/ B3-96 engine oil. The program showed that specific selection of oil additive chemistry may reduce formation of intake valve deposits in GDI cars.. In general, G-DI engines produced more soot and more pentane insolubles and were found to be more prone to what appears to be soot induced wear than PFI engines.

Carefully controlled intake valve deposit (IVD) cleanup testing is found to be an effective method for differentiating the effect of the deposit control additives on combustion chamber deposits (CCD). The IVD buildup procedure produces a consistent initial level of CCD that the cleanup additive, the additive of interest, continues to build on until the end of the cleanup test. This “end of cleanup” CCD is found to be as repeatable and differentiable a measurement as tests run under the more common “keep clean” type operation. While IVD cleanup testing induces a mid-test disturbance in the form of the end of buildup measurement, it aligns well with two key CCD protocols in terms of the higher additive treat rates used and the extended total test length. In an analysis of results from IVD cleanup tests run using four different engine/vehicle procedures on seven different additives, several findings stood out.

A 100-hour engine dynamometer test for intake valve deposits (IVD) which uses a Ford 2.3L engine was developed by the Coordinating Research Council (CRC). Recently, this test has been approved by the American Society for Testing and Materials (ASTM) as Test Method D 6201-97. Since this test offers improvements in test variability, duration, and cost, it is expected to replace ASTM D 5500-94, a 16,000-km vehicle test run using a BMW 318i, as the key performance test for the Certification of Gasoline Deposit Control Additives by the EPA Final Rule. As a step in the replacement process, a correlation between valve deposit levels for the CRC 2.3L Ford IVD test and ASTM D 5500 BMW IVD test must be determined. This paper provides a statistical review of available data in an attempt to provide such a correlation.

Despite the many years of widespread use of the BMW Intake Valve Deposit (IVD) vehicle test, relatively little has been published quantifying the variation in the test procedure. This paper presents an analysis of the variability in the BMW test. Though results from 8045 km (8K; 5,000 mile) tests rather than 16090 km (16K; 10,000 mile) are highlighted due to the size of the available database and relative sensitivity of the data, analysis suggests that variation at 8K is representative of 16K variation. A square root transformation of average deposit weight at 8K, though more cumbersome than the more common log transformation, is found to be the most appropriate way to eliminate the dependence of variation on the absolute level of deposits. Within-car variation is found to account for over half of the test-to-test variation, contradicting the notion that car-to-car differences are the dominant source of variability.

Recent commercial specification revisions for automatic transmission fluids (ATFs) have focused upon more stringent friction requirements. More stringent friction durability characteristics are assessed using the SAE No. 2 tester. The commercial specifications do not include provisions to evaluate low speed friction characteristics, which have been shown to relate to torque converter shudder. This paper focuses upon effective use of the Falex 6 Multispecimen Tester to evaluate friction durability and to evaluate low speed friction characteristics in conjunction with low speed friction apparatus (LVFA) testing. Falex 6 testing agreed with torque fade observed in SAE No. 2 tests. Low speed stick-slip durability characteristics were effectively differentiated for a number of field ATFs. Falex 6 testing coupled with LVFA testing was shown to correlate with field experience and other test methods related to torque converter shudder.