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Approximation formulas are presented for the time response of the film thickness and torque in a wet clutch. The approximation formulas show the effects of various clutch parameters on the film thickness, the hydrodynamic torque and the asperity torque. Clutch parameters affecting the film thickness and torque include friction material characteristics, lubricant properties, the geometry of the clutch plates and the time-dependent apply pressure. The approximation formulas are obtained from heuristic curve fits of previously published and validated models. It is also shown that a positive gradient (dTf/dωslip > 0) of the friction torque, Tf, with respect to slip speed, ωslip, promotes friction stability. This stability gradient is obtained analytically using the approximation formulas so that the effects of the clutch parameters on friction stability are also shown.

Currently there is no axle test aimed specifically at bearing durability in automotive hypoid axles. Existing axle tests are primarily focused on gear distress and lubricant protection of gears. In light of the new test information showing axle bearing distress, there is a need to develop a new bearing durability test for automotive and truck axle lubricants. To fulfill this need, a new bearing durability test has been developed to better assess lubricant requirements for rolling element bearing durability. Although the final test of an axle lubricant is in a driven automobile or truck, an effective screening test based on actual light duty truck conditions can be used to accelerate lubricant development to enhance bearing performance in hypoid axles. This new test simulates actual road durability tests in the lab. A specific load cycle which retains the critical road test loading conditions reduces test time and helps speed up lubricant development.

In the next ILSAC passenger car motor oil specification the Sequence IIIG engine test, as well as two versions of the Thermo-Oxidation Engine Oil Simulation Test (TEOST) have been proposed as tests to determine the ability of crankcase oils to control engine deposits. The Sequence IIIG engine test and the TEOST MHT test are designed to assess the ability of lubricants to control piston deposits and the TEOST 33 test is designed to assess the ability of lubricants to control turbocharger deposits. We have previously characterized the chemical composition of Sequence IIIG piston deposits using thermogravimetric, infrared and SEM/EDS analyses. Sequence IIIG piston deposits contain a significant amount of carbonaceous material and the carbonaceous material is more prevalent on sections of the pistons that should encounter higher temperatures. Furthermore, the carbonaceous material appears to be a deposit formed by the Sequence IIIG fuel.

Many vehicle and engine test studies have shown that the fuel efficiency of automobiles can be improved by reducing friction between moving parts. Typically, organic friction modifiers such as glycerol monooleate (GMO) or metal containing friction modifiers such as molybdenum dithiocarbamate (MoDTC) have been added to engine oils to reduce boundary friction and improve fuel efficiency. These traditional friction modifiers act by forming either a self-assembled organic film (in the case of GMO) or a Mo-disulfide chemical film (in the case of MoDTC). More recently, the ability of inorganic tungsten disulfide (WS2) nanoparticles to reduce boundary friction has been described. Martin has proposed that WS2 nanoparticles are transported into a contact zone where they are compressed and peel open like an onion to form a film. In this study, oil-soluble inorganic nanoparticles containing cerium (Ce) and zinc (Zn) have been synthesized.

Biodiesel fuel is a promising new renewable, alternate fuel source. However, its effect on diesel engine oil lubrication is largely untested at present. There is some indication that the use of biodiesel fuel can degrade diesel engine oil performance to such an extent that shortening of oil drain intervals is required. Oil which is fuel-diluted with biodiesel, which is known to contain unsaturated hydrocarbon bonds, would be expected to be more prone to oxidation. Current diesel engines designed to meet environmental standards tend to introduce more soot into the crankcase oil. The new diesel engine oils for use with biodiesel fuel must be capable of dispersing soot to minimize soot-induced viscosity increase of the oil and prevent engine wear. Oils will also need improved oxidation and corrosion inhibition. To examine soot-handling, ASTM D 7156 Mack T-11 engine test results with 20 wt% soy methyl ester in ultra-low sulfur diesel fuel (B20) were employed.

The poisoning of three way catalysts (TWC) by the phosphorus contained in oil formulations containing zinc dialkyldithiophosphate (ZDDP) is examined. Catalysts were exposed to various types of ZDDP and detergents under conditions that were known to reduce performance through phosphorus poisoning without the blocking of sites by formation of glazing. The presence of phosphorus was detected with energy dispersive x-ray spectroscopy (EDX). In addition to analyzing the surface concentration of the phosphorus on the washcoat, the catalyst was cross cut so phosphorus that diffused into the washcoat could be mapped. The total phosphorus in the catalyst could then be calculated. The amount of total phosphorus detected correlated well with the reduced activity of the catalyst as measured by the temperature of 50% conversion.

This paper provides an overview of driveline fluids, in particular automatic transmission fluids (ATFs), and is intended to be a general reference for those working with such fluids. Included are an introduction to driveline fluids, highlighting what sets them apart from other lubricants, a history of ATF development, a description of key physical ATF properties and a comparison of ATF fluid specifications. Also included are descriptions of the chemical composition of such fluids and the commonly used basestocks. A section is included on how to evaluate used driveline oils, describing common test methods and some comments on interpreting the test results. Finally the future direction of driveline fluid development is discussed. A glossary of terms is included at the end.

1 Fluids for new generations of step-automatic transmissions must provide durable service under severe conditions in a variety of environments. Fluid degradation under severe stress can lead to changes in frictional properties, potentially resulting in undesirable noise, vibration and harshness (NVH) events. This paper describes the development of a new transmission fluid that delivers significant improvement in squawk durability. The formulation approach resulted in optimum friction characteristics that are essential to overcome stress-induced loss of friction and to reduce NVH. A factorial design of experiments was used in the development process to relate additive effects with friction characteristics of both fresh and aged fluids. Friction durability after laboratory aging was compared with friction characteristics and durability data obtained from field-aged fluids

Modern light-duty trucks and SUV's are designed to be aerodynamic to increase fuel economy. Such vehicle design significantly reduces the amount of air available to cool the rear axle in rear wheel drive vehicles. Reduced cooling coupled with higher power output and additional load from trailer towing operations results in higher axle operating temperatures, especially during the early operation or “break-in” phase of axle life. Higher axle operating temperatures decrease oil viscosity resulting in reduced oil film formation ability to protect against wear and contact fatigue. High temperature also shortens the useful life of gear oils. To facilitate the development of gear oils capable of reducing axle operation temperature, we have developed a laboratory simulation test method that can closely simulate actual trailer-towing driving on Baker's grade road under maximum GVCWR of close to 6,033 kg (13,300 lbs).

An automatic transmission planetary gear fatigue test is used to screen lubricant performance of various automatic transmission fluids. The key use of this test is to assess the ability of a lubricant to extend or limit planetary gear system fatigue life. We study the fatigue behavior in this test and find the major failure modes are tooth macropitting, and macropitting-related tooth fracture of the sun and planetary gears (short and long pinion gears). Micropitting appears to be responsible for these gear failure modes. Macropitting is also seen on the shafts and needle rollers of the bearings. Gear tooth fracture appears to have originated from the surface as a secondary failure mode following macropitting. Bearing macropitting is initiated by geometric stress concentration. Bending fatigue failure on the sun and planetary gears also occurs but it is not a micropitting-initiated failure mode.

In the latest passenger car motor oil specifications the Sequence IIIG engine test is used to determine the ability of lubricants to control piston deposits. We have analyzed the chemical composition of Sequence IIIG deposits in order to determine the source of the piston deposits and determine if the mechanism for deposit formation in the Sequence IIIG engine test is similar to previously published mechanisms for formation of high temperature engine deposits. These previous mechanisms show that combustion by-products react with lubricant in the piston ring zone. The mixture of combustion by-products and lubricant are oxidized to form deposit precursors which are further oxidized to form deposits. Since the Sequence IIIG engine test uses lead-free fuel it is important to reexamine the nature of piston deposits formed in gasoline engines and in particular in the Sequence IIIG engine test.

In order to prevent shudder in automatic transmissions, friction must decrease as the sliding speed between the friction plates in clutches decreases. Theoretical studies have shown that friction in wet clutches is a combination of boundary friction and the friction due to flow of fluid through the friction materials (thin-film friction). Therefore, these physical properties of oils should control the anti-shudder performance of automatic transmission fluids. Recently, we demonstrated that boundary and thin-film friction contribute to friction measured at low speeds in JASO SAE No.2 and LVFA tests. Two different friction materials are used in these tests and the relative effect of thin-film friction on low speed friction is greater in the JASO SAE No. 2 test than in the JASO LVFA test.

Friction plate degradation and/or friction plate glazing has often been related to the loss of friction control in automatic transmissions. However, in JASO SAE No.2 and LVFA tests, friction material glazing has been found to not be a sufficient condition for the loss of anti-shudder performance or a reduction in torque capacity durability. Therefore, changes in automatic transmission fluid properties rather than changes to the friction surfaces would be expected to play a dominant role in controlling anti-shudder performance and torque capacity. Earlier theoretical studies have proposed that friction in wet clutches is a combination of boundary and hydrodynamic friction. Therefore, changes in these properties should control anti-shudder durability and torque capacity. In this paper, we confirm that boundary and thin-film friction contribute to friction measured in JASO SAE No.2 and LVFA tests.

A model of an automotive powertrain equipped with a slip-controlled torque converter clutch (TCC) is presented that incorporates the clutch control system and the friction-related properties of the automatic transmission fluid (ATF) and clutch friction material. Prior research has established that stability of a slip-controlled TCC is enhanced by maintaining a positive slope of the coefficient of friction, μ, with respect to sliding speed, v. The model presented here agrees with this result, but suggests that it is neither a necessary nor sufficient condition guaranteeing stability. The model indicates that other factors affecting stability at the equilibrium sliding speed include the magnitude of μ, the engine speed, the engine torque-speed slope, the ATF pressure, and the time constants of the clutch control system. This model will aid in the development of future wet clutch systems with improved friction stability performance.

Extended gear fatigue pitting life is an essential performance requirement for today's gear oils in automotive driveline applications. One of the important industrial standard tests used to evaluate fully formulated oil's ability to extend gear pitting fatigue life is the FZG pitting test. To understand the fatigue pitting behavior in these gears we have conducted surface analyses on the FZG gears to determine fatigue modes. We have found that micro-pitting is the major fatigue mode and pitting/spalling is mostly initiated by micro-pitting in the FZG test. To help further understand how pitting and micro-pitting relate to gear oil properties and gear surface morphology, we have also carried out a statistical analysis correlating fatigue pitting life with four major physical parameters: boundary friction coefficient, oil film thickness, oil corrosiveness, and surface roughness of the gear tooth.

Effective axle oils must efficiently transfer torque from the drive-train to the wheels, while maintaining low axle oil operating temperatures. The kinematic viscosity and viscosity index of oils can affect both torque transfer efficiencies and operating temperatures. However, the optimal oil rheological properties required to maximize torque efficiency and minimize operating temperature vary with operating conditions. For example, Bala et al found that to maximize torque transfer efficiencies and minimize operating temperatures under low torque and high axle speed conditions, low viscosity fluids are preferred. Under high torque and low axle speed conditions, higher viscosity fluids are preferred. Our current studies show that fluids, which form thicker EHD films and have lower EHD friction have higher torque transfer efficiencies and lower axle oil operating temperatures.

In automatic transmission technology development the degradation of paper friction plates has often been considered a major failure mechanism by which transmissions lose their anti-shudder characteristics. One of the most common degradation processes for paper friction plates is known as glazing. In this study, we focus on the relationship between friction plate glazing and anti-shudder durability in the Japanese Automobile Standards Organization (JASO) low velocity friction apparatus (LVFA) rig test following the procedure M349-98. We also investigate the impact of used friction plates and used oil on torque capacity durability as measured by an SAE No. 2 machine following the JASO procedure M348-95. We find that friction plate glazing has no correlation with anti-shudder durability. A completely glazed plate can have long anti-shudder durability but a barely glazed plate can have short anti-shudder durability.

Emission requirements for all vehicles have become increasingly more stringent. Diesel engine design changes required to meet emissions requirements result in increased levels of soot in the lubricant. This increased level of soot causes increased wear when oils are not properly formulated. Recent studies have shown that the primary cause of wear in the crossheads of Cummins M-11 and M-11/EGR engines is the abrasive nature of primary soot particles. In addition, it has also been shown that oils, which form films that are thicker than the size of primary soot particles can prevent abrasive wear. Dispersants and dispersant-polymers are known to prevent wear in the presence of soot. The goal of this study is to better understand the role of dispersants and functionalized polymers on the prevention of wear by examining their ability to form films in the presence of abrasive contaminants.

The Cummins M-11/EGR diesel engine test is a key tool in evaluating lubricants for the new PC-9 performance category. Wear on liners, crossheads, rocker arms and top ring faces of M-11/EGR high soot test engines operated with two different test cycles was studied through analytical surface techniques. The first test cycle used in this study was an early prototype PC-9 cycle, and the second test cycle was the PC-9 test procedure. Abrasive wear was observed on liners, crossheads and top ring faces. In addition to abrasive wear, corrosive wear was also found on M-11/EGR liners. However, no corrosive wear was observed on crossheads, rocker arms or top ring faces. Soot provides the major contribution to abrasive wear, since the widths of the relatively uniform parallel grooves in the wear scars closely match the primary soot particle sizes. More importantly, soot produced by the M-11/EGR engine was found to be harder than the engine parts.

Rheological properties of automatic transmission fluids (ATFs) are typically characterized by their kinematic (ASTM D 445) and Brookfield (ASTM D 2983) viscosities. However, ATFs contain polymeric viscosity modifiers, which often result in non-Newtonian fluid behavior as the polymers align and stretch under the shear stresses experienced in automatic transmissions. Therefore, the standard rheological tests, which are normally run under low shear stresses, may not adequately characterize an ATF's flow properties under the operating conditions of the automatic transmission. This study was designed to characterize the rheological properties of ATFs containing different amounts of viscosity modifiers, different base oil types and different levels of permanent shear stability under the shear and temperature conditions which exist in automatic transmissions.