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Tribology International
journal homepage: www.elsevier.com/locate/triboint
Low viscosity engine oils: Study of wear effects and oil key parameters
in a heavy duty engine fleet test
Vicente Macián, Bernardo Tormos, Santiago Ruiz, Guillermo Miró n
CMT-Motores Térmicos, Universitat Politècnica de València, Camí de Vera, s/n, 46022 València, Spain
art ic l e i nf o a b s t r a c t
Article history: Low viscosity engine oils (LVO) are considered key contributor for improving fuel economy in internal
Received 11 May 2015 combustion engines (ICE). Attending that the use of LVO could imply a variation in tribological states
Received in revised form found in ICE, this work's aim is to test LVO in real fleet, with emphasis on engine wear and oil key
31 July 2015
performance indicators.
Accepted 17 August 2015
Available online 28 August 2015
This test comprised 39 buses, two engine technologies and four different lubricants. For each sample,
the elemental composition of the wear debris by ICP-AES and HTHS viscosity of the oil were measured
Keywords: among other properties.
Low viscosity oils The results showed that, with a correct oil formulation, there is no significant difference when using
Engine wear LVO in terms of engine wear, HTHS viscosity variation and oil consumption.
Fuel economy
& 2015 Elsevier Ltd. All rights reserved.
HTHS viscosity
1. Introduction Taking into account that the internal engine friction can be as
high as 50% of the mechanical losses in internal combustion
During the development of alternative internal combustion engines [4], this is a target area for a potential contribution to
engine (ICE), one of the most studied topics has been the increase fuel economy. A broadly set of strategies has been defined
improvement of engine efficiency; in the early beginnings, to focused in reducing ICE mechanical losses, within which can be
improve its performance, and more recently, to minimize fuel listed: the design and manufacture of lighter parts and use of non-
consumption and reducing the negative impact of the exhaust metallic materials [5], improvements in surface coatings and
gases to the environment. This development work has been related technology [6], engine downsizing [7], and the use of
carried out from two different points of view [1]; first, based on low viscosity oils, among others [8,9].
optimizing the thermo-dynamic and fluid mechanic processes to The use of low viscosity oils began more than 40 years ago [10]
increase the indicated power (i.e. the rate of work transfer from to reduce friction losses, and since then, several studies have been
the gas within the cylinder to the piston [2]), and the second one, conducted both in spark ignited engines (SIE) and compression
based on increasing the engine mechanical efficiency by reducing ignited engines (CIE). The average reduction in fuel consumption
mechanical losses. in test rig studies ranged between 1% and 4% depending on
Broadly, for a heavy-duty vehicle working under normal con- different factors such as engine operating points, oil formulations
ditions, the percentage of energy transmitted from the potential in used (specially viscosity grades considered and additive packages)
the fuel to the wheels of is only about 15–20% [3], as seen in Fig. 1. and oil temperatures, etc. [11,12]. All this knowledge resulted in a
consistent trend on reducing the average viscosity of lubricants, as
seen in Covitch et al. [13].
Since the main objective of these investigations was to reduce
Abbreviations: LVO, low viscosity oil; ICE, internal combustion engine; CNG, fuel consumption and consequently minimize the level of emis-
Compressed Natural Gas; ICP-AES, Atomic Emission Spectrometry by Inductively sions in order to fulfill stringent requirements, the vast majority of
Coupled Plasma; HTHS, High Temperature-High Shear; SIE, spark ignited engine;
this research has been applied to light duty engines. Since today,
CIE, compression ignited engine; ACEA, European Automobile Manufacturers'
Association; HDV, heavy duty vehicles; ODI, oil drain interval; OHC, overhead the European Automobile Manufacturers' Association (ACEA), the
camshaft; SAE, Society of Automotive Engineers; OEM, original equipment manu- organization that defines European automotive industry stan-
facturer; DoE, design of experiments; EGR, exhaust gas recirculation; rpm, dards, has not yet defined any evidence of fuel economy for diesel
revolutions per minute; TBN, total base number; API, American Petroleum oils for heavy-duty vehicles (HDV) [14], although this situation is
Institute; ASTM, American Society for Testing and Materials; FT-IR, Fourier trans-
form infrared spectroscopy
expected to change in a close future following similar trends in
n
Corresponding author. other markets worldwide. Since fuel economy has been demon-
E-mail address: guimimez@mot.upv.es (G. Miró). strated as a consistent trend and expecting future restrictions on
http://dx.doi.org/10.1016/j.triboint.2015.08.028
0301-679X/& 2015 Elsevier Ltd. All rights reserved.
V. Macián et al. / Tribology International 94 (2016) 240–248 241
Some investigations have been carried out to fully define LVO 3.2. Engine oils
usage consequences, especially regarding to the effect of viscosity
reduction in film thickness at engine tribo-contacts. Traditionally, The main purpose of this study has been to assess the effect of
kinematic viscosity of engine oils was measured at standard the use of LVO on engine wear in real conditions. Four different
temperatures of 40 1C and 100 1C and atmospheric pressure, but commercial oils were chosen, due to OEM requirements: two low
this measurement is not representative of the inner behavior of viscosity grade oils, considered as candidates, and two higher
lubricant in engine. Since modern multigrade lubricants present a viscosity grade oils, considered as a reference baseline. The main
non-Newtonian fluid performance, where shear stress and local characteristics of the oils as-received are found in Table 2.
temperatures affect directly to viscosity, a different dynamic Finally, lubricants and bus models were matched as shown in
viscosity measurement at 150 1C and 10 6 s 1 was defined, called Table 3.
High Temperature-High Shear viscosity (HTHS) [39]. This para-
meter has been addressed as a key parameter to correlate more 3.3. Oil analysis program and sampling
exactly the fuel economy effect by LVO in ICE [15,40], but also has
been used to characterize wear phenomena when using LVO The HTHS dynamic viscosity is one of the key parameters
[16,41–43]. regarding to LVO usage. HTHS viscosity can be measured by three
Reduced information is available about the real world perfor- different methods, corresponding to three different standards [47–
mance of LVO, especially in heavy duty engines. Another important 49]. The main difference in each method is related with the shear-
point concerning the usage of low viscosity oils is related with oil stress originating element. In this test a high pressure capillary
consumption effects in engine. Oil consumption has two main viscometer was used, according to ASTM D 5481 [49].
origins, blow-by effect [44] and cylinder liner-piston rings Although there are several different analyses to perform in
dynamics [45], since the lubricant is the responsible for sealing order to monitor engine wear, elemental spectrometry by ICP-AES
the combustion chamber in the expansion cycle. A variation in this (Atomic Emission Spectrometry by Inductively Coupled Plasma)
viscosity could result in an increase in oil consumption, as studied [50] is one of the most reliable and used nowadays. In this case, a
by Carden et al. [16]. methodology of wear and additive elements monitoring was used
Since heavy duty engines represent a differentiated engine following the ASTM D 5185 [51] standard.
segment, with different wear patterns and configurations [46], it Last, engine oil consumption was computed attending the oil
was necessary to develop a fleet test in real world conditions in topping up quantity performed over the engine during the
order to assess the real contribution of LVO usage to engine wear complete oil drain interval, added by an intermediate tank present
and potential effects on derived durability, and also help formu- in each vehicle and obtained from Computerized Maintenance
lators and OEM to fully understand the implications of this Management System of fleet operator.
solution to the own engine oil and to the engine. In order to improve the representativeness of the test, it was
decided to divide the experiment into two phases, corresponding
to two oil drain intervals of 30,000 km each one.
Oil sampling is an important issue in this type of tests, since the
3. Test design and settings sample must be representative of the lubricant in the engine
evaluated. This can be done, not only by assuring a correct and
In order to develop a complete and valuable test, a previous systematic sampling procedure, but also by setting proper sam-
full-scale design of experiments (DoE) was defined, including the pling frequencies to fulfill study objectives. Sample frequency in
selection of vehicles, oils and operating conditions. However, all this test it has been set each 3000 km.
the variety included in the DoE was not possible to be developed The sampling procedure defined includes sampling location,
in real conditions, due to fleet operator restrictions and ICE sampling method, and material requirements. If sampling was
manufacturer specifications. Despite this fact, the test was made along with oil drain operation, a new 125 ml plastic bottle
designed with two complementing criteria: it was mandatory to was filled with the oil drained from the crankcase. Initially, the
have as much data as it was possible, since real world test include crankcase screw was released, and the oil was left to drain for 3 s
a lot of variability phenomena. And on the other hand, taking into period. Afterwards, the bottle was filled approximately with
account the common engine diversity of a typical heavy duty fleet, 100 ml; so later the sample could be well shaken previous to
three different vehicles were selected including two different analysis, in order to homogenize the content.
fuels: Diesel and CNG. In the next sections each different para- If the sample was taken during oil service period, a different
meter will be detailed. methodology was used. A handheld pump, new piping and a new
plastic bottle were used for each bus. Every engine was turned on
for several minutes in order to homogenize the crankcase oil. After
3.1. Bus fleet that period, the pipe was introduced through the oil dipstick path
until it reached the crankcase. Then, the oil sample, approximately
For the purpose of this test, part of an urban transport fleet was 100 ml, was pumped to the plastic bottle, and then it was labeled
required. In order to broaden the range of the test, different and stored for analysis.
models of buses were chosen with two different engine technol-
ogies: Diesel and Compressed Natural Gas (CNG). In addition, two
different Diesel engines were used, certified with different emis- 4. Results and discussion
sions standards (Euro IV and Euro V) corresponding with most
modern vehicles. The list of main characteristics related with 4.1. HTHS viscosity
vehicles and engines are presented in Table 1. It is important to
state that all fuels used in this test were commercially available An important issue to bear in mind in this test was the initial
and they meet national fuel requirements (UNE-EN 590 for Diesel HTHS viscosity value in fresh candidate oils. Although SAE J300
fuel, and Commission Directive 2001/27/EC for CNG). To provide standard introduces a lower limit in SAE 30 grade of 2.9 cP for
more accurate information, some configuration and coating mate- HTHS viscosity, ACEA specifications limit this value to a minimum
rials of each tribological pair is also presented. of 3.5 cP [14], corresponding to the lower limit defined in SAE J300
V. Macián et al. / Tribology International 94 (2016) 240–248 243
Table 1
Bus models considered in the test and main characteristics.
n
In terms of effective power per piston area.
Table 2
Fresh oils main characteristics.
Type Baseline Euro IV engine Baseline Euro V/ CNG engine Low viscosity candidate Euro IV/Euro V Low viscosity candidate CNG
oil oil engine oil engine oil
SAE grade 15W40 10W40 5W30 5W30
Density@15 1C [g/cm3] 0.887 0.859 0.861 0.855
Viscosity@40 1C [cSt] 108 96 71 68
Viscosity@100 1C [cSt] 14.5 14.4 11.75 11.7
Viscosity index [–] 4141 4145 4158 Z169
HTHS Viscosity@150 1C 4.082 3.853 3.594 3.577
[mPa s]
TBN [mgKOH/g] 10 10 16 10
API base oil API G-I API G-III API G-IIIþ G-IV API G-IIIþ G-IV
ACEA oil sequence ACEA E7/E5 ACEA E6/E4 ACEA E7/E4 ACEA E6/E7/E9
Fig. 3. HTHS viscosity for EURO IV engine using oil A (15W40) as reference and oil
C (5W30) as candidate. Fig. 5. HTHS viscosity for CNG engine using oil B (10W40) as reference and oil D
(5W30) as candidate.
Fig. 4. HTHS viscosity for EURO V engine using oil B (10W40) as reference and oil C
(5W30) as candidate.
the addition of fresh oil (topping up) required as a consequence of mean effective pressure (bmep) and thermal loading. Thermo-
oil leakages and consumption [52], so in this study a mass mechanical stress can be linked with the Stribeck number, since
conservation approach was conducted. Considering this situation, there is a relation with load and temperature of the tribo-contact.
the results are depicted for both cases in Figs. 6, 8, 9 and 10, on one As can be observed, Fig. 7 presents a relation between iron
hand considering raw data (using a dotted line) and on the other rates and thermal loading values for each engine, used as a
hand the trend obtained applying a correction factor to consider thermo-mechanical stress indicator, thus representing a depen-
the dilution effect of oil topping up. dence of lubrication performance and engine mechanical and
As can be observed, iron rates are quite similar for those engines thermal loads, derived from changes in the lubrication regimes
with lower mechanical stress that can be represented by bmep or by and consequently in tribological performance.
thermal loading. Bmep is a relative engine performance measure, The effects in terms of iron rate as a consequence of the usage
obtained by dividing the work per cycle by the cylinder volume of LVO are depicted in Fig. 8.
displaced per cycle [2].The Euro V diesel engine, with the highest As can be observed on previous graphs, those engines lower
bmep value, consequently shows the higher iron rate observed stressed, EURO IV and CNG, present no significant difference in
during the oil drain interval. Obviously, it could be considered that iron rate when using LVO. Even more, in the case of CNG engine, a
some part of this difference can be linked to the own oil formulation reduced iron rate has been obtained that can be associated to the
differences too, but not the whole value. Later, with the results higher low viscosity oil quality. On the other hand, the specific
obtained when using LVO a deeper analysis can be done. case of EURO V engines has shown substantially higher iron rates.
In Fig. 7 is depicted the relationship between iron wear rate The most likely hypothesis for this phenomenon is the combi-
and engine thermo-mechanical stress, presented in terms of brake nation of two origins. Firstly, this EURO V engine is the most
stressed of the study, as it presents the highest bmep and thermal
loading, resulting in increased mechanical efforts in the system.
Additionally, the main difference with other engine types is the
valve distribution system, based on OHV (Over Head Valve) with
cam follower steel without heat treatment, where the camshaft
directly pushes the valve tappet. As shown above, this tribological
configuration can lead to increased wear rate in this system, since
it is working in the most adverse lubrication regime.
Fig. 8. Iron rates presented for each engine technology: EURO IV (left), EURO V (center) and CNG engine (right).
246 V. Macián et al. / Tribology International 94 (2016) 240–248
Fig. 9. Lead content in EURO V engine for oil B (10W40) and oil C (5W30). Fig. 11. Wear metals in CNG engine using oil B (10W40) versus silicon content.
Fig. 10. Lead content in CNG engine for oil B (10W40) and oil D (5W30).
Fig. 12. Wear metals in CNG engine using oil D (5W30) versus silicon content.
clearly observed the direct relation between silicon content and type was required, and also oil topping up for each vehicle in the
abrasive wear concentration. test fleet was continuously monitored. Results obtained for each
Consequently from this situation, there have been detected engine technology are presented in Fig. 13.
divergent wear trends between vehicles using same engine oil, Results obtained indicate that there is no significant evidence
especially in iron (Fe), aluminum (Al) and chromium (Cr), related of oil consumption increases as a consequence of LVO usage; but,
with silicon ingression versus those vehicles that have not suffered as can be clearly observed there are very important differences
this problem related with air filters, so this results were not between engine technologies or design, with a clear higher
included in the main study of iron trends. consumption on that CNG engines versus Diesel engines.
Table 4
Wear metals and rate for each category.
Fig. 13. Oil consumption measurement for each engine technology: EURO IV (left), EURO V (center) and CNG (right).
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