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FormulatingAutomaticTransmission Fluidswith
Improved Low Temperature Fluidity
R.F. Watts
J.P. Szykowski
PARAMINS
Exxon Chemical Company
Linden, New Jersey
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ISSN 0148-7191
Copyright 1990 Society of Automotive Engineers, Inc.
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FormulatingAutomaticTransmission Fluidswith
Improved Low Temperature Fluidity
R.F. Watts
J.P. Szykowski
PARAMINS
Exxon Chemical Company
Linden, New Jersey
BACKGROUND ~
DEXRON "- II Fluid Viscosity Requirements
Fresh Fluid used Fluid
~1
Kinematic Viscosity No Requirement 5.5 Min.'
@ 100°C, cst
Over the last twenty years automatic trans- / Brookfield Viscosity, cP
I
missions have become increasingly more so- @ -23.3"C (-10°F) 4,000 Max. 6,000 Max."
phisticated each year. Over this time period @ -40°C 50,000 Max. No Requirement
torque converter clutches, electronic controls,
torque management systems as well as 5 speed
automatic transmissions have all been introduced.
In contrast, over the same span of time, the Lowest Viscosity during TURBO HYDRA-MATIC CYCLING TEST
" After TURBO HYDRA-MATIC OXIDATION TEST
viscometric requirements for the fluids used to
operate these transmissions have remained
essentially unchanged.
Page 2
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The majority of the ATF's used in the world sluggish transmission operation, due to poor fluid
today conform to these DEXRONBII limits, the flow; the other is poor startability caused by high
exceptions being some factory fill ATF's which ATF viscosity in the torque converter. This very
are used by transmission builders in Japan. These viscous fluid in the torque converter causes a
fluids have significantly improved low tempera- large drag on the starter motor during engine
ture fluidity and shear stability. cranking. Overcoming the high viscous drag
requires the use of larger starter motors, batteries
THE NEED FOR IMPROVED LOW and battery cables, adding weight to the vehicle.
TEMPERATURE FLUIDITY This phenomenon has been examined by previ-
ous authors using the Hydra-matic THM-12%
The move to ATF's with improved low tem- transaxle (4).
perature fluidity is being driven by the desire to
have vehicle performance remain constant over One question to be answered is: "How
a wide range of temperatures and operating much improvement in low temperature operabil-
conditions. Fuel injection has significantly im- ity of the transmission can be gained through fluid
proved engine operation at low temperatures. viscometrics alone?" Phrased another way this
This improved engine operation has made the question would be: "In how much colder an
low temperature performance of the transmis- environment can the transmission be operated
sion much more critical. The evolution from by merely improving the low temperature fluidity
purely hydraulically operated transmissions to of the ATF?" Earlier investigators, using two
microprocessor control, through the use of sole- different approaches to the problem, have come
noid valves, has also heightened the need for to a quite similar conclusion; that is, automatic
improved low temperature fluidity. Table 2 shows transmissions do not operate well, or will fail,
the change in viscosity experienced by a typical when fluid viscosity exceeds 5,000 cP (1,2).
automatic transmission fluid in the range of
-20" C to 120" C, a range of temperatures that an Figure 1
automatic transmission can easily experience.
Temperature, "C
CB
Viscosity
-
CP
- 7.5 cSt @ 100°C A Full Synthetic
120 4.5
100 7.3 UsingASTM Standard Viscosity-Tempera-
40 35
ture Charts (D 341), which linearize the viscosity
-20 - 2,200
-30 - 8,000
versus temperature relationship, the plot shown
- 40 - 35,000 as Figure 1 can be generated. By drawing lines
from a typical 100" C viscosity of 7.5 cSt to
various -40" C viscosities, the temperature at
ATF's which have very high viscosities at which each fluid reaches a viscosity of 5,000 cP
low temperatures have two adverse effects on can be determined. For example, a fluid which
vehicle operation at low temperature. One is has a kinematic viscosity of 7.5 cSt at 100" C and
Page 3
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a Brookfield viscosity of 30,000 cP at -40" C will The effect of fluid viscosity on transmis-
have a viscosity of 5,000 cP at approximately sion shift time and engine cranking torque has
-28°C. Figure 1 shows that a fluid with a 50,000 been investigated using the Hydra-matic THM
cP Brookfield viscosity at -40" C would allow the 12% transaxle (4). Figures 3 and 4 are con-
transmission to operate down to about -22" C structed by re-plotting the data contained in refer-
(about -8°F). A fluid with a 5,000 cP viscosity at ence 4. Figure 3 shows the effect of fluid viscosity
-40" C would allow operation all the way down to on peak cranking torque measured at -20" F
-40" C. A typical synthetic, polyalphaolefin based -(-28.9"C). The cranking torque is directly related
fluid, is also shown for comparison. to the viscosity of the ATF. Cranking torque is
also affected by the speed of rotation. This speed
Figure 2 dependence is most likely a result of churning
lossesdue to fluid viscosity. The -40" C Brookfield
viscosities of the test fluids are shown by the
Transmission Operability Gain arrows at the top of the plot. Figure 4 shows the
Effect of -40 "C Brookfield
effect of fluid viscosity on the operation of the
Degreesac Gain in Operability
t I
THM 125C transmission. As fluid viscosity was
increased, the time to fully engage the forward
clutch, and the time to accomplish the 1-2 shift
increased significantly. The data shown were
generated at -20" F(-28.9" C). The fluids used
0 5 10 15 20 25 30 35 40 45 50 55 have the -40" C Brookfield viscosities shown by
-40'12 Brookfield, cP (Thousands)
- 7.5 cSt @ 100'C A Full Synthetic
the arrows. The conclusion which is reached is
that reducing viscosity of the ATF has a signifi-
cant beneficial effect on shift time and cranking
Plotting the data in Figure 1 another way, torque.
as in Figure 2, shows the degrees Celsius gain in
operability made by reducing -40" C viscosity. If Figure 4
afluid with a -40" C viscosity of 50,000 cP is taken
as the reference point, reducing the -40" C vis-
cosity by 50%, to 25,000 cP, only results in an
THM 125C Shift Time
operability gain of about 4 degrees C. Use of afull Effect of Viscosity
synthetic fluid results in a 10 to 11 degree C
Shift Time, Sec.
operability gain. l2 l,,,OOOP 35,000, 130,000 sP
.I.-.
Figure 3
#------
2
I I
2
' 4 6 8 10 12 14 16
30
20
-
2 4 6 8 10 12 14 16
Viscosity, cP (Thousands)
45 RPM +99 RPM
Cranking Speed
Page 4
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~
I
Fluid viscosity is plotted on the same chart. It is Impact of Lowering Brookfield !
not surprising that the fluid viscosity versus tem- on Basestock Neutral Number
perature curve is a virtual overlay of the response -40'C Brookfield, cP
time curve. 55,000 h Market Share: I
The conclusions that can be drawn from
this analysis of existing data are, that for conven-
tional transmissions, operability gains made by
moving to ATF's of improved fluidity may be
limited. However, based on the limited data Basestock Neutral Number
Vl Treat Adjusted to
which has been generated using electronically Meet THCT Used Oil Minimum
basestock is satisfactory. Producing ATF's to The solvent extracted mineral oil formula-
meet a requirement of 20,000 cP at -40" C tions start with base oil kinematic viscosities at
requires either a 70 to 80 neutral basestock or a 100" C of about 3.5 cSt. The base oil viscosities
mixture of basestocks which yields similar vis- of the catalytically de-waxed, very low wax con-
cometrics. tent, and wax free synthetic basestocks are
Another class of mineral base oils which somewhat higher since no allowance needs to be
can be used to meet the 20,000 cP requirement made for wax crystal thickening of the fluid at low
is the specially refined mineral oil basestocks. temperatures. For comparison, ATF's formu-
These mineral oils are the products of special lated to be under the DEXRONw II Brookfield
refining operations, normally hydro-cracking fol- limit at -40" C of 50,000 cP typically have base oil
lowed by catalytic de-waxing. This process pro- vis-cosities at 100" C of 4.0 to 4.5 cSt.
duces high viscosity index base oils with very Table 5 gives the viscometric properties of
good low temperature properties (7). the finished ATF's made from these base oil
Table 3 shows the viscometrics of a range mixtures. To each base oil has been added the
of mineral oil basestocks. same detergent inhibitor package and an appro-
priate amount of viscosity modifier to meet the
Table 3 DEXRONw II sheared viscosity limit of 5.5 cSt at
100" C.
Kinematic Viscosity A
- B
- C
- D
- -E
@ 100°C, cst 3.2 4.1 5.0 2.9 4.1 Kinematic Viscosity
@ 100mC,cSt 7.7 7.5 7.6 7.1 8.3
Kinematlc Viscosity
@ 40°C, cSt 13.5 20.4 29.2 13.0 20.3 Kinematic Viscosity
@ 40"C, cSt
Viscosity Index 104 103 93 60 98 Viscosity Index 210 188 180 175 168
Brookfield Viscosity, cP
Pour Point,"C -6 -18 -18 -30 -15
% -23.3"C 1420 1930 2115 1810 1680
@ -40°C 18,400 19,500 19,300 15,500 12,000
High Temperature
High Shear Viscosity
Table 4 shows four mineral oil approaches @ 150"C, 10' Set-' , cP 2.24 2.09 2.15 2.12 2.27
Page 6
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Table 6 Figure 7
1,000
. 4 0 a C Brwkfield, cP
Measured 18,400 19,500 19,300 15.500 12,000
Exbapolated 3,975 6,320 8,565 8.475 7,955 100
Page 7
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I---
C, 50% Naphthenic
D. Cat. Da-Waxed
E. Svnthetic H tests were rerun with double the treat rate. The
20 fluid again passed both tests. When a naphthenic
0
-20
basestock was added to the solvent refined 100
0 100 200 300 400
Test Time, Hours
500 600 700
Neutral base oil, to reduce the -40" C Brookfield
to approximately 15,000 cP, it failed both foam
tests at both a conventional and double treat of
Foamina Characteristics the anti-foamant. Treating ATF's of lower
Brookfield viscosities to give adequate anti-foam
Foaming characteristics of transmission performance requires judicious selection of anti-
fluids are dependent on many variables (10). foamant type and treat rate, as well as a good
Base fluid type and viscosity, along with additive knowledge of the basestock types involved.
types and contaminants can all have dramatic
impacts on fluid foaming. Reducing basestock Anti-Wear Performance
viscosity increases the tendency for stable foam
formation at high temperatures. This could be Chemical additives are excellent at con-
due to changes in the base oil surface tension trolling wear under boundary and extreme pres-
characteristics as a result of inclusion of lower sure conditions. However, many wear areas in
molecular weight oil molecules, or due to changes automatic transmissions operate in hydrodynamic
in additive or anti-foamant solubility characteris- or mixed hydrodynamic and boundary condi-
tics at elevated temperatures. Table 8 shows the tions. In these areas of the transmission, fluid
impact of changing fluid viscosity on foaming. film strength is very critical. High temperature
high shear (HTHS) rate viscometry can give
some indication of fluid film strength under these
Page 8
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conditions (11). Table 5 lists the HTHS viscosi- the fluids in Table 5 might be expected to be weak
ties for the five typical sub 20,000 cP Brookfield in hydrodynamic film formation.
ATF's used as examples earlier. These viscosi-
ties were measured at 150" C under a shear rate Flash Point
of 1O6 sec-I. For comparison purposes a typical
DEXRONB IID fluid would have a HTHS viscos- As the viscosity of mineral oil basestocks
ity of about 2.1 to 2.3 cP measured under the decreases, flash points generally decrease as
same conditions. well. This is due to the higher vapor pressure
exerted by the lower molecular weight constitu-
Table 9 ents of the basestock. When using these low
viscosity base oils as blendcomponents to achieve
fluids of lower -40" C Brookfield viscosity, prob-
Output Carrier Pinion Pin Wear
Turbo Hydra-Matic Cycling Test lems meeting fluid flash point requirements can
THM 350 Transmission occur. The most severe requirement for fluid
Fluid HTHS, cP'
Number
of Tests Pinion Pin Wear
flash point is contained in the Ford MERCONB
-
1 2.2 3 All Pins Heavily Worn specification. Ford requires a Cleveland Open
8 14,000 to 15,000 Cycles
2 2.3 1 Completed to 20,000 Cycles
Cup flash point (ASTM D-92) of greater than
3 2.5 1
with Light Wear
Completed 20,000 Cycles
177°C (9). Figure 9 shows the effect of using
Minimal Wear several low flash point naphthenic basestocks as
blending components to achieve 20,000 cP
Note: All Fluids Contained the Same Additive
Brookfield viscosities. The two curves represent
System in a 9 0 Neutral Base Oil fully formulated ATF's made from a standard
solvent extracted 100 Neutral oil and one of two
The practical significance of film strength different naphthenic basestocks. The two
can be shown in the DEXRONB IID Turbo naphthenic basestocks are from different pro-
Hydra-matic Cycling Test (3). In this test a THM ducers and differ only in COC flash point. The
350 transmission is cycled from idling to wide COC flash points of the two oils are 138°C and
open throttle 20,000 times. The output carriers, 149" C. In each case, it took approximately 25
which house the sun planet gears of this plane- percent of the naphthenic stock to achieve a
tary reduction system, go from rest to a very high -40°C Brookfield of less than 20,000 cP. The
rate of speed in about 1 second. At the onset of fluid formulated with the 149" Cflash material met
acceleration the lubrication mode changes from the MERCONB requirement, although barely,
boundary to hydrodynamic, and then returns to while the fluid formulated with the lower flash
boundary as the cycle ends and the carrier again product was well outside the MERCONB limits.
comes to rest. The higher the film strength of the
lubricant, the longer the pinion pins in this plane- Figure 9
tary gear system, run in a hydrodynamic mode.
The longer the pinions run in a hydrodynamic
Finished ATF Flash Point
mode, the longer they would be expected to Effect of Adding a Low Flash Component
survive. Table 9 gives the results of several THM
Flash Point, "C
350 cycling tests on fluids of various HTHS vis- 200 ,COC.-.-. I
between 2.3 and 2.5 cP, by addition of viscosity Relative Percent Naphthenic Stock
modifier, allowed the carriers to complete the Naphthenic Stock Flash Point
Page
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CONCLUSIONS
Page 10
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REFERENCES
T.W. Selby, "Automatic Transmission Fluid Viscosity at Low Temperature and its Effect on
Transmission Performance", SAE Transactions, Vol. 68(1960), Paper 124T.
J.L. Linden, S.P. Kemp, "Improving Transaxle Performance at Low Temperature with
Reduced-Viscosity Automatic Transmission Fluids", SAE Paper 870356.
B.K. Lok, "Base Oil Effects on Low Temperature Performance of Lubricants", NPRA FL-86-
105, November 1986.
M.F. Smith, Jr., "Effect of Basestock and Additive Components on the Viscosity of
Crankcase Oils at 0 F", SAE Paper 680068.
Ford Motor Company, MERCONa Automatic Transmission Fluid Specification for Service,
March 5, 1987.
"The Relationship Between High-Temperature Oil Rheology and Engine Wear", ASTM
Publication DS62.
Page 11
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Positions and opinions advanced in this paper are those of Persons wishing to submit papers to be considered for
the author(s) and not necessarily those of SAE. The author presentation or publication through SAE should send the
is solely responsiblefor thecontent of the paper. A process manuscript or a 300 word abstract of a proposed manus-
is available by which discussions will be printed with the cript to: Secretary, Engineering Activity Board, SAE.
paper if it is published in SAE Transactions. For permission
to publish this paper in full or in part, contact the SAE
Publications Division. Printed in U.S.A.