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The intent of industry and OEM factory fill oil specifications is to ensure lubricant pumping performance at low temperatures through rheological measurements using the Mini Rotary Viscometer and Scanning Brookfield tests. Often these tests provide conflicting information, yet lubricant formulations must be optimized to meet requirements of both tests. At the root of this issue is how test information is interpreted, since ultimately it is that interpretation that influences how specifications are set. In this paper, we focus on understanding the Scanning Brookfield test's gelation index which is part of ILSAC GF-2 and GF-3 specifications; our objective is to understand what is measured and its relation to meaningful low temperature lubricant performance. We approach this objective by measuring the low temperature rheology of mineral oils and lubricants formulated from these oils.

Our basic understanding of the chemical and physical nature of soot, its interaction with lubricant components and its role in promoting wear and oil thickening in heavy duty diesel engines continues to grow. Our current study in the GM 6.5L engine focuses on examining the effects of variations in base stock type (Group I vs. Group II), viscosity index improver or viscosity modifier (VM) chemistry (OCP vs. dispersant OCP), zinc dithiophosphate (ZDP) type and dispersant type (low MW vs. high MW) on roller follower wear, viscosity growth and other measured responses. In this study, more robust fluids were tested producing very low wear results and minimal viscosity increase of the lubricant. Fluids containing dispersant OCP (DOCP) and high MW dispersant produced a lower degree of wear, whereas varying the ZDP type (1° vs. 2°) showed no effect on wear. The use of Group II base stocks was associated with significantly lower viscosity increases.

Fundamental knowledge investigations of soot-lubricant interactions continue. In earlier work [1-2], we examined the impact of formulation variables, engine type and mode of engine operation on the formation and nature of diesel soot and its interactions with the crankcase lubricant. Three types of North American heavy duty diesel engines were utilized: Mack EM6-285, GM 6.2L and GM 6.5L. Experiments identified additive compositions capable of providing good viscosity and wear control. Furthermore, we identified soot agglomeration, rather than amount of soot, as the phenomenon responsible for roller follower wear at low dispersant levels. Oil thickening results from the level of soot contamination, in combination with the “state” of the soot. The latter is noticeably affected by the lubricant dispersant level. Part 4 of our studies examines the impact of oil composition on a fluid's ability to handle soot in the Mack T-8 Test.

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.

Intentionally adding water to oil, in the laboratory, provides an indication of the oil's ability to tolerate the presence of water. Various characteristics, such as emulsion, haze or separation, may be observed. Some blends of oil and water have been shown to form structures when left undisturbed. A visual, qualitative, storage test is capable of detecting this phenomenon as the presence or absence of structure. However, the time frame of formation can be on the order of days or weeks and is sensitive to handling and temperature effects. Quantitative methods are required for any evaluation of chemistry, temperature and handling effects on the rate and strength of structure formation. This paper describes rheological and electrical methods which directly and indirectly measure the tendency to form a structure at the molecular level, yielding rate of formation and strength information.

Viscosity Modifiers (VM's) are commonly sold as polymer in oil concentrates. Thus, the handling (pumpability and mixability) characteristics of these systems are important practical considerations. These VM's normally are characterized only by kinematic viscosity, although they are handled at a range of shear rates/stresses which kinematic viscosity does not describe. New polymer types and structures and the desire to make the modifier level as high as possible requires more than a single point kinematic viscosity measurement. The rheological behavior of the concentrate is required to make economical systems that can be handled in a practical manner. This paper represents an initial study of viscosity modifier concentrates by rheological techniques.