Browse Topic: Transmission fluids

Items (459)
Improving the efficiency of electric vehicle (EV) transmissions can help to extend the driving range of EVs, and the EV oil used in these transmissions plays an important role. In this study, in order to enhance energy efficiency, we examined the effects of lowering viscosity, traction, and friction in EV oil. While friction modifiers (FMs) have been widely used as friction reduction technologies in the field of tribology for many years, we previously developed a new FM that reduces friction in drive units. We found that a combination of lowering viscosity and using the developed FM was effective for better energy efficiency. The oil formulated with the developed FM improved efficiency by approximately +0.8% to +0.9% compared to commercial EV oil. EV oil also requires cooling performance. We assumed that reducing heat generation through friction reduction would improve cooling performance and examined the effect of lowering viscosity, traction, and friction. Consequently, it was found that a combination of lowering traction and applying the developed FM is effective for reduction in parasitic heat losses. We also examined durability, which is an issue when reducing viscosity. The results suggested that the oil formulated with the developed FM had good durability for gears and bearings. Thus, we succeeded in developing an ultra-low-viscosity EV oil that has excellent energy efficiency and high cooling performance.
Nakamura, ToshitakaFuruse, TakashiHasegawa, ShinjiAkahori, ShinyaItou, KimikazuSakurada, SoichiroAkiguchi, Junnosuke
Improved energy efficiency and lower CO2 emissions are the two major drivers for the emergence of E-mobility. Growth of electric vehicles (EVs) has sustained ever since their introduction till 2020 and has substantially increased thereafter. EVs require specialized lubricants, which are different from conventional lubricants mainly due to the addition of new hardware technology including e-motor, inverter, battery, and new materials (copper windings, elastomers, plastic, and other materials). Lubricant when used in an advanced powertrain electric vehicle specifically in E-powertrains may encounter the e-motor and must deliver unique performance attributes such as optimal electrical properties, thermal management, and material compatibility apart from the traditional features including extreme pressure, friction performance, oxidation, and wear control. In the current study, we have investigated conventional GL5, manual transmission fluid (MTF), automatic transmission fluid (ATF), and dedicated e-fluids to understand additive and viscosity effects on aforesaid performance traits. Our study emphasized that additive chemistry plays a significant role on key properties such as electrical properties, corrosion resistance, oxidation resistance, and tribological performance.
Katta, LakshmiSeth, SaritaSingh, SandeepBhardwaj, AnilArora, Ajay Kumar
Improving transaxle efficiency is vital for enhancing the overall performance and energy economy of electric vehicles. This study presents a systematic approach to minimizing power losses in a single-speed, two-stage reduction e-transaxle (standalone) by implementing a series of component-level design optimizations. The investigation begins with the replacement of conventional transmission oil with a next-generation low-viscosity transmission fluid. By adopting a lower-viscosity lubricant, the internal fluid resistance is reduced, leading to lower churning losses and improved efficiency across a wide range of operating conditions. Following this, attention is directed toward refining the gear macro-geometry to create a gear set with reduced power losses. This involves adjustments to parameters such as module, helix angle, pressure angle, and tooth count, along with the introduction of a positive profile shift. These modifications improve the contact pattern, lower sliding friction, and achieve a more uniform distribution of forces along the gear flanks. As a result, load-related gear losses are significantly diminished. In the final stage of optimization, high-performance, low-friction bearing designs are incorporated to further reduce mechanical drag and enhance overall drivetrain efficiency. For bearing loss optimization strategies, energy-efficient ball bearing designs is examined and engineered to lower internal friction and increase operational lifespan. Energy Efficient bearing prove significant improvement in efficiency and further reducing mechanical losses within the drivetrain. Taken together, the findings highlight that careful selection of lubricants, refinement of gear geometry, and adoption of advanced bearing solutions can deliver notable gains in transaxle efficiency. These outcomes reinforce the potential of such targeted interventions as practical means for boosting drivetrain performance in electric vehicle applications.
Agrawal, DeveshBhardwaj, AbhishekBhandari, Kiran Kamlakar
This study explores the application of Particleworks, a meshless CFD solver based on the Moving Particle Simulation (MPS) method, for simulating hydraulic retarders. Two distinct models were used: one for validating physical fidelity and another for conducting performance-focused design investigations. Validation results demonstrated that Particleworks closely aligns with experimental data from the reference literature, effectively capturing torque variations with rotor speed effect. A sensitivity study also emphasized the importance of particle resolution on accuracy and computational cost. Design studies using an in-house hydraulic retarder model assessed the influence of flow rate, rotor speed, working fluid, temperature, and cup geometry on braking torque. Notably, torque increased with rotor speed and steeper cup angles, while thermal effects and fluid properties significantly impacted performance trends. Comparative analysis with Star-CCM+ showed that Particleworks offers similar predictive accuracy but with substantial gains in pre-processing, setup, and runtime efficiency. These findings establish Particleworks as a robust and practical alternative to conventional CFD for rapid, iterative retarder design and analysis.
Kumar, Kamal S.Chaudhari, Gunjan B.
This SAE Recommended Practice is intended as the definition of a standard test, but it may be subject to frequent change to keep pace with experience and technical advances. This should be kept in mind when considering its use. The SAE No. 2 Friction Test Machine is used to evaluate the friction characteristics of automatic transmission plate clutches with automotive transmission fluids. It can also be used to conduct durability tests on wet friction systems. The specific purpose of this document is to define a 3600 rpm stepped power test for the evaluation of wet friction system performance variation as a function of power level. This procedure uses an initial engagement speed of 3600 rpm and is intended as a standard procedure for common use by both suppliers and end users. The only variables selected by the supplier or user of the friction system are: a Friction material b Fluid c Reaction plates These three variables must be clearly identified when reporting the results of using this test. If any of the test parameters or system hardware as described in this document are changed, other than the friction material, test fluid, or reaction plates, the data may not be reported as having been obtained using this document. This procedure is not intended to evaluate the initial coefficient or break-in characteristics. For this information, refer to SAE J2490.
Automatic Transmission and Transaxle Committee
The U.S. DRIVE Electrical and Electronics Technical Team has set a goal for 2025 to achieve a power density of 33 kW/L for electric vehicle (EV) motors [1]. The increase in motor power density is highly dependent on effective thermal management within the system, making active cooling techniques like oil-jet impingement essential for continued advancements. Due to the time and expense of physical experimentation, numerical simulations have become a preferred method for design testing and optimization. These simulations often simplify the motor-winding surface into a smooth cylinder, overlooking the actual corrugated surface due to windings, thus reducing computational resources and mesh complexity. However, the coil's corrugated surface affects flow turbulence and heat transfer rates. This study utilizes three-dimensional Computational Fluid Dynamics (CFD) simulations to investigate the impingement-cooling of an Automatic Transmission Fluid (ATF) jet on a corrugated surface that replicates motor-winding coils of varying diameters. It uses the Volume of Fluid (VOF) method to model multiphase transport, considering how temperature variation affects ATF viscosity. Different wire diameters and inlet jet velocities are accounted for, with the resulting average Heat Transfer Coefficient (HTC) predictions being compared with experimental data from existing literature. The established CFD simulation process provides guidelines for assessing variations in oil-jet cooling such as nozzle size, oil flow rate, impingement angles, and wire diameters found in contemporary EV motor designs. The results from the VOF approach are later compared with those from Smoothed-Particle Hydrodynamics (SPH) to study the differences in performance and accuracy in capturing the impingement and cooling effects.
Mutyal, Jayesh RameshHaghnegahdar, AhmadGurunadhan, MohanaKonangi, SantoshChamphekar, Omkar
The acceleration of 800V permanent magnet radial flux e-motors marks a significant leap in the automotive industry. This motor architecture offers increased power density through smaller, lighter designs that spin at higher rpm. However, this advancement brings with it the challenge of efficient thermal management, especially in dissipating heat from the magnet wire within the stator. Effective thermal management is crucial for improving e-motor efficiency. The primary heat sources are the copper-insulated magnet wires, with heat spreading to the slot liners. Engineers have explored various cooling methods, including traditional water jackets using ethylene glycol and water. However, the trend is shifting towards using automatic transmission fluid (ATF) or oilbased fluids for direct cooling, driven by its integration convenience with the e-motor gearbox and inverter systems.
Baleno, Brian
Re-refining of used lubricating oil is an economically attractive and effective recycling method that contributes significantly to resource conservation and environmental protection. The effective re-refining process of used lubricating oil undergoes thorough purification to remove contaminants and to produce high yield and good quality base oil suitable for reuse in lubricant formulation. Used lubricating oils have various hazardous materials, these can be processed with safe and efficient methods required to recover high-quality base oil products. Typically, used lubricating oil is a mixture of various types of additives, base oils, and viscometric grades as per the different types automotive and industrial applications. Re-refined base oils can be re-used to produce lubricants such as industrial and automotive lubricants like passenger car motor oils, transmission fluids, hydraulic oils, and gear oils. API classified base oils into two categories namely mineral base oils API Group I–III and synthetic base oils Group IV–V. Re-refined base oils meeting API Group I and II quality standards are mostly produced by re-refiners. In this article, the author has evaluated lubricating oils: gear oil meeting API GL4 specifications based on 25% re-refined base oil to assess the performance of these lubricants in comparison to conventional base oil-based lubricants. This study includes physicochemical tests, lab performance tests (rust, corrosion, shear stability, and oxidation), and tribological performance tests, i.e., weld load, wear scar diameter, and friction performance by MTM was also evaluated. Test results show similar performance in terms of low temperature, oxidation, and friction performance in 25% re-refined base oil-based lubricant with respect to conventional base oil-based products.
Maloth, SwamyJoshi, Ratnadeep S.Mishra, Gopal SwaroopSamant, Nagesh N.Bhadhavath, SankerSeth, SaritaBhardwaj, AnilPaul, SubinoyArora, Ajay KumarMaheshwari, Mukul
With all the environmental concern of diesel fuelled vehicle, it is a challenge to phase out them completely specifically from Heavy duty application. Most pragmatic solution lies in solutions which improves the fuel economy and reduce the carbon emission of existing diesel fuelled vehicle fleet and retain the economic feasibility offered by present diesel fuelled vehicle fleets. With implementation of Bharat Stage IV (BS VI) emission norms across country from April 2020, supply of BS VI complaint diesel fuel started and BS VI complaint vehicles with upgraded engine technologies and after treatment devices started to come which made present vehicle fleets heterogeneous with substantive number of BS IV vehicle. Beside improvement of engine technologies, existing BS IV vehicle fleet performance can be enhanced through improved fuel and lubricants solutions. The present research work is a step towards improving the fuel economy of existing BS IV diesel vehicles through the intervention of differentiated diesel fuel and dedicated state of the art lubricants combinations. Developed through modification & up-gradation of BS VI diesel fuel, Differentiated Diesel fuel is having excellent injector cleaning properties, improved combustion, low soot formation etc which intern improve the combustion result in fuel economy improvement and reduce carbon emissions. Further, efforts were made to comprehensively review the lubricant requirement of vehicle. Green combo lubricants have been designed & developed with state-of-the-art lubricants combination comprising engine oil, transmission oil and axle oil which reduce the friction from engine and drivelines and results in further fuel economy benefit. To evaluate the actual fuel economy improvement and emission reduction credentials, comprehensive field trials of Differentiated Diesel and Green Combo lubricants were undertaken in fleet of heavy-duty diesel buses deputed at state transport. State transport was selected due to availability of BS IV complaint diesel fuelled buses of varied vintage from 50,000 km to 200,000 km and nearby vicinity to have better field trial supervision. Field trials were designed in such a way that combined effect of Differentiated Diesel and Green Combo Lubricants and then effect of Green Combo lubricants alone can be evaluated. Fleet of buses were charged with Green Combo lubricants after proper flushing and put new engine oil filter. After charging the Green Combo lubricants, buses were fuelled with Differentiated Diesel and sent to their routine routes for actual running for evaluating the combined effect of differentiated diesel and Green Combo lubricants for initial field trials and buses covered in the range of 25,000 km to 40,000 km each. Afterwards, field trial buses were fuelled with normal BS VI diesel and completed the field trials for evaluation the effect of Green Combo lubricants only. Used engine oil samples and idle emissions through portable emission measurement system as per field trial protocol were taken during the field trials. 120,000 km field trials were successfully completed, and it demonstrated that Differentiated Diesel and Green Combo Lubricant together improved the fuel economy by 8% - 9% and emission reduction in Carbon Dioxide (CO2), Carbon Monoxide (CO), Nitrogen Oxides (NOx), and Total Hydrocarbon (THC) are 4.5%, 10%, 4% and 5 % respectively. Green Combo lubricants alone improved the fuel economy by 4% - 5%. Used engine oil analysis confirmed the satisfactory performance of Green Combo lubricants during field trials. Based on theoretical assessment of implementation of this combination together at throughout state transport leads to saving of ~ 350 Kilolitre's (KL) Diesel annually and thus ~ 925 Tonne CO2 annually which shows the immense potential of saving the precious diesel fuel and reduced the carbon emission.
Mishra, Sumit KumarSingh, Punit KumarChakradhar, MayaSeth, SaritaSingh, SauhardArora, AjayHarinarain, Ajay KumarMaheshwari, Mukul
A well-designed cooling system is crucial in construction machines for efficient heat dissipation from vital components, including the Radiator(RAD), Oil Cooler (OC) and Intercooler (IC). The radiator ensures optimal engine performance and longevity by maintaining a stable operating temperature. Oil Coolers preserve hydraulic system efficiency. Inter Coolers optimize engine performance through denser intake air. The robust cooling system enhances system reliability, reduces downtime, avoid overdesigned system, and increases operator safety in demanding construction environments. The size and location of heat exchangers are critical in cooling system design. Using 1D simulation tool KULI for cooling system design offers the benefits of comprehensive system simulation, optimization of thermal management, reduced development time and costs, enhanced system reliability, improved integration with other systems, and real-world testing and validation. The tool enables time and cost-effective 1D heat transfer analysis, facilitating design of experiments. This analysis guides the design process to the next level, where the finalized design can be verified using CFD analysis for the optimal case, avoiding multiple 3D simulations which consume a lot of time & cost. This paper talks about KULI software to analyze the sizing and placement of heat exchangers within given size constraints for a new engine packaging in a construction machine. The approach helped to determine the optimal size and positioning of the heat exchangers while considering heat transfer, fluid flow, pressure drops, and temperature distribution. This data-driven approach allowed to design an efficient cooling system that ensures reliable performance of critical components.
Dewangan, NitinKattula, NitinGoklani, Mohit
EV motors and transmissions operate at high speeds and handle high power densities, placing heavy demands on bearings, seals, and gears. TEHD and meshless CFD simulations open new ways to the design and optimization of lubrication and thermal management solutions for EV transmissions and e-axles. Properly parametrized CAE models can provide valuable insights into the effects of different lubricant properties on cooling and lubrication efficiencies, thereby helping in matching the lubricant and hardware characteristics for optimal performance. In the present communication, we demonstrate the effects of different lubricants and surface finishing technologies on the tribology of high-speed gears using tribological tests and simulations. Important roles of lubricity additives and surface finish optimization are highlighted in conjunction with a move towards ultralow viscosity fluids.
Zhmud, BorisMerelli, Michele
This paper introduces a novel approach to modeling Torque Converter (TC) in conventional and hybrid vehicles, aiming to enhance torque delivery accuracy and efficiency. Traditionally, the TC is modelled by estimating impeller and turbine torque using the classical Kotwicki’s set of equations for torque multiplication and coupling regions or a generic lookup table based on dynamometer (dyno) data in an electronic control unit (ECU) which can be calibration intensive, and it is susceptible to inaccurate estimations of impeller and turbine torque due to engine torque accuracy, transmission oil temperature, hardware variation, etc. In our proposed method, we leverage an understanding of the TC inertia – torque dynamics and the knowledge of the polynomial relationship between slip speed and fluid path torque. We establish a mathematical model to represent the polynomial relationship between turbine torque and slip speed. The mathematical model is used in the forward torque converter model to calculate current impeller torque based on known input speed and turbine speed and reverse torque converter model to calculate target input speed to deliver driver torque request. The parameters of the polynomial torque converter model are online identified with a Kalman Filter to adapt the model to the varying transient operating conditions of the powertrain. The effectiveness of this approach is demonstrated through vehicle results, showcasing improved performance under changing powertrain conditions.
Sha, HangxingPatel, NadirshBanuso, Abdulquadri
Effective design of the lubrication path greatly influences the durability of any transmission system. However, it is experimentally impossible to estimate the internal distribution of the automotive transmission fluid (ATF) to different parts of the transmission system due to its structural complexities. Hybrid vehicle transmission systems usually consist of different types of bearings (ball bearings, thrust bearings, roller bearings, etc.) in conjunction with gear systems. It is a perennial challenge to computationally simulate such complicated rotating systems. Hence, one-dimensional models have been the state of the art for designing these intricate transmission systems. Though quantifiable, the 1D models still rely heavily on some testing data. Furthermore, HEVs (hybrid electric vehicles) desire a more efficient lubrication system compared to their counterparts (Internal combustion engine vehicles) to extend the range of operation on a single charge. Thus, this paper includes a detailed, transient, three-dimensional CFD analysis of the lubricating oil flow path in an HEV transmission system using the commercial CFD software Simerics-MP+. The modeled transmission system includes scores of bearings, rotating components, and planetary gear systems. Using this modeling framework, we can predict the lubrication state of the various components of the transmission system. Furthermore, this paper reveals the effect of the centrifugal force on the oil distribution and the wetting fraction of different components. Additionally, two different designs of lubricating flow paths inside the roller bearings are explored to study the effect on the wetting of the rollers. The current simulation framework adopts the volume of fluid (VOF) technique to accurately model the two-phase interface development in the rotating systems.
Mohapatra, Chinmoy K.Schlautman, JeffLiu, ZheRaj, GowthamGao, Haiyang
This SAE Information Report details some of the equipment and procedures used to measure critical characteristics of automatic transmission fluid (ATF) used in current automatic transmissions. It is intended to assist those concerned with the design of transmission components, and with the selection and marketing of ATFs for the use in passenger car and light-duty truck automatic transmissions. The information contained herein will be helpful in understanding the terms related to properties, designations, and service applications of ATFs.
Fuels and Lubricants TC 3 Driveline and Chassis Lubrication
Wet-sump transmissions are widely used in heavy duty and medium duty vehicles. As these transmissions do not have a dedicated forced lubrication system, it is important that the gear train, shafts, and enclosure are designed appropriately so that enough oil splashes to critical locations to ensure sufficient lubrication. The lubrication effectiveness of such transmissions can be studied through detailed tests or numerical simulations. Often, the vehicle, and therefore the transmission, encounters some severe operating conditions, such as climbing on an incline, driving downhill, etc. Studying these conditions through tests is an expensive process and this imposes the need for an analysis first approach. In this paper, the 3D multiphase Volume of Fluid (VOF) method is used to examine two such extreme cases: an 8-degree tilted installation of transmission in a vehicle, and an inclined condition of transmission during a 10-degree uphill climb. By studying the oil volume fraction on gears and splash patterns, inertia and reverse gears in the first case and headset gear in the second case are found susceptible to oil starvation. The effectiveness of a simple and easily deployable solution of increasing the transmission oil level is then assessed. Results show that increasing the oil level improves the lubrication effectiveness in the first case, but only slightly in the second case. However, both cases show higher churning losses. This calls for a trade-off between lubrication effectiveness and power/torque consumption. Present work demonstrates how the developed methodology can help identify oil-starving locations and evaluate potential solutions for extreme cases, eliminating the need for testing multiple prototypes before arriving at a suitable solution.
R, ShaminiSachdeva, AniketHanda, JojiSena, CarlosMarson, Luigi
Automatic transmission fluid (ATF) or automatic transmission oil which has high potential resource conservation capability considering the current servicing methods. It also plays a crucial role in the performance and longevity of the transmission system. Predicting the actual life of the ATF can be challenging due to various factors such as its application, driving conditions, driving behavior, oil grade, and maintenance schedules, which can help prevent costly repairs and improve the vehicle’s overall performance. Present work is focused on developing a predictive model utilizing the critical oil properties in real time by giving an indication to the driver/fleet owner. Data is gathered by considering various vehicle parameters, including usage patterns such as shift density, vehicle load, torque, current gear, lock-up state, input/output shaft speed, oil temperature, and more. This data is obtained from a test vehicle over a specific period. The approach encompasses several steps, including data preprocessing, feature selection, model selection, model training, and evaluating the model. ML model is trained by using the data obtained from the test vehicle which classifies the oil quality and predicts the remaining mileage of the vehicle. The prediction can be done at any given time and is independent of the vehicle’s operating conditions. This model was deployed for live computations (classification - ok/not ok and remainder mileage) to simulate real-time monitoring of the end user. The future work will focus on real-time testing of an automatic transmission using ML approaches to predict transmission fluid’s life coupled with dynamic scenarios and potential fluid failure modes for informed decisions about ATF replacement schedules and maintenance.
Badiger, AishwaryalaxmiPriyadarshi, PriyamvadBhat, Goutam
This SAE Recommended Practice is intended as the definition of a standard test, which may be subject to frequent change to keep pace with experience and technical advances. This should be kept in mind when considering its use. The SAE No. 2 friction test is used to evaluate the friction characteristics of automatic transmission plate clutches with automotive transmission fluid combinations. The specific purpose of this document is to define a µPVT test for the evaluation of the variation of wet friction system low speed slip characteristics as a function of speed, temperature, and pressure. This procedure is intended as a suggested method for both suppliers and end users. The only variables selected by the supplier or user of the friction system are: Friction material Fluid Reaction plates Oil flow (optional) These four variables must be clearly identified when reporting the results of this test. If any of the test parameters or system hardware as described in this document are changed—other than the friction material, test fluid, or reaction plates—the data may not be reported as being obtained using this document. This procedure is intended to evaluate ramped speed friction characteristics, also called sweeps, and can be used to demonstrate capacity changes that occur between the different levels of slip speed, applied pressure, and fluid temperature. The level of coefficient of friction, as well as the trends in torque capacity with speed, can be used to compare candidate materials or fluids.
Automatic Transmission and Transaxle Committee
New global regulations are being implemented, with the intent of reducing pollutants, greenhouse emissions, and continuing improvements in fuel economy. This has caused OEMs to accelerate vehicle electrification in recent years. One of the key components of the electric drive unit is an electric motor (eMotor) constructed with a significant amount of magnet wire (MW). The MW is composed of a copper wire coated with a polymeric insulation material. Other insulation materials found in the eMotor are slot liner, wedge, phase separator, heat shrinkable materials, varnish, etc. However, MW compatibility with electric transmission fluids (ETFs) is the most important performance criteria as poor compatibility can lead to a decrease in performance, electrical short, and even cause catastrophic eMotor failure. This paper discusses new insights gained around MW compatibility with various ETFs. The testing procedures described are MW sample preparation, sample aging method, test equipment, and evaluation methods. Adhesion, breakdown voltage, and partial discharge behavior of insulation coating are the main performance criteria. MWs with round and rectangular shapes and various types of coating materials such as polyester, polyamide, polyimide, are investigated. The effect of water concentration in ETF on MW performance upon aging is also investigated. Lubricant’s additive package or formulation chemistry leads to significant MW performance differences. The authors discuss the mechanism of MWs’ deterioration and how to work around lubricant formulation for better MW compatibility.
Kwak, YungwanGrzyska, PiotrCleveland, ChristopherTsuneo, Adachi
In electric vehicles (EVs), drivetrain lubricants are often utilized not only as a lubricating oil for the drivetrains but also for motor cooling. As such, they are required to both improve the efficiency of the drivetrains and to have a high cooling performance. Both requirements can be met by lowering the viscosity of the fluid, which effectively improves the heat transfer coefficient, reduces churning loss, and improves efficiency. However, low viscosity may adversely affect the fatigue life of gears and bearings. To address these issues, we used a high-performance base oil and optimized additives (e.g., anti-wear agents) to develop a fluid with higher lubricity than conventional automatic transmission fluid (ATF), even though its viscosity is lower. The 100,000-kilometer (WLTC mode) endurance test on an actual vehicle confirmed that there was no damage in the reduction gear unit parts. We also evaluated the torque loss on the reduction gear unit and fuel consumption and confirmed a higher performance in each test. This fluid can be widely utilized in hybrid electric vehicles (HEVs), plug-in HEVs (PHEVs), and battery EVs (BEVs) worldwide, and its usage in fuel cell electric vehicles (FCEVs) will help contribute to improving fuel economy.
Matsui, NoriyukiMatsuki, ShingoIino, MariAkiguchi, JunnosukeItou, KimikazuSaitou, Tomohito
The ASTM D130 was first issued in 1922 as a tentative standard for the detection of corrosive sulfur in gasoline. A clean copper strip was immersed in a sample of gasoline for three hours at 50°C with any corrosion or discoloration taken to indicate the presence of corrosive sulfur. Since that time, the method has undergone many revisions and has been applied to many petroleum products. Today, the ASTM D130 standard is the leading method used to determine the corrosiveness of various fuels, lubricants, and other hydrocarbon-based solutions to copper. The end-of-test strips are ranked using the ASTM Copper Strip Corrosion Standard Adjunct, a colored reproduction of copper strips characteristic of various degrees of sulfur-induced tarnish and corrosion, first introduced in 1954. This pragmatic approach to assessing potential corrosion concerns with copper hardware has served various industries well for a century. Driveline lubricants have always been required to protect hardware, and transmission fluid specifications have always included a version of the copper corrosion strip test to assure this. In conventional transmissions, copper and its alloys are present in the form of mechanical parts such as bushings, bearings, and washers. Corrosion of these parts, while detrimental, does not typically result in immediate failure. However, the incorporation of electronics and electric motors has resulted in new failure modes which can have immediate and devastating consequences. Designing a lubricant to protect new electrified hardware requires an understanding of corrosion that occurs under actual operating temperatures, as well as potential damage from corrosion products. While the ASTM D130 provides general insight regarding the susceptibility of the hardware to corrode, the information is typically gleaned at elevated temperatures, and no information is gathered about the impact of corrosion products. The ASTM D130 is simply not sufficiently specific to adequately assess the risk of these new failure modes that may occur within electric drive units (EDUs). Newer methods, in particular, the wire corrosion test (WCT) and conductive deposit test (CDT), have been created to fill these gaps. In this article, we provide the history of the creation and evolution of the ASTM D130 standard, which is important in understanding both its significance and limitations. We then assess the corrosion characteristics of five lubricants using both the ASTM D130 strip method and the WCT method. We contrast these results, which demonstrate the greater understanding gleaned from the WCT. We then assess the five lubricants with the CDT, which provides insight into whether the corrosion products might endanger the system. We conclude that both the WCT and CDT are needed to provide a holistic understanding of corrosion in electrified hardware necessary to minimize the risk of corrosion-related failure modes. We anticipate that the WCT and CDT will establish themselves in original equipment manufacturer (OEM) specifications over the next decade and will provide a useful assurance of lubricant performance in corrosion, especially for hybrid (HEVs) and electric vehicles (EVs).
Hunt, Gregory J.Choo, LindseyNewcomb, Timothy
This SAE Standard provides the testing and functional requirements guidance necessary for a leak detection device that uses any non-A/C refrigerant tracer gas, such as helium or a nitrogen-hydrogen blend, to provide functional performance equivalent to a refrigerant electronic leak detector. It explains how a non-refrigerant leak detector’s calibration can be established to provide levels of detection equal to electronic leak detectors that meet SAE J2791 for R-134a and SAE J2913 for R-1234yf.
ICTMS Service Committee
This investigation utilizes a correlated fluid-structure interaction (FSI) model of the torque converter and clutch assembly to perform a pseudo transient clutch engagement at steady state operating conditions. The pseudo transient condition consists of a series of nine steady state simulations that transition the torque converter clutch from fully released to near full lockup at a constant input torque and output speed representative of a highway cruising speed. The flow and pressured field of the torque converter torus and clutch are solved using a CFD model and then passed along to a transient structural model to determine the torque capacity of the lockup clutch. Bulk property assumptions regarding the friction material, deformation of the clutch plate, and deflection of supporting structures were made to simplify the model setup, run time, and solution convergence. Telemetry pressure measurements acquired in an operating torque converter under similar operating conditions on a transmission dynamometer test stand are provided to demonstrate FSI model correlation and behavior. A total of nine steady-state speed ratio simulations were run, from fully released to nearly fully locked torque converter clutch with less than 5% error in predicted pressure values compared with measured telemetry data. Visualization of the transmission fluid behavior within the torque converter pressure vessel during the engagement of the clutch from released to less than 10 rpm slip condition are provided. The overall objective of the investigation was to seek out and identify any potential fluid phenomena that contribute to undesirable control of the lockup clutch at low slip speed ratios.
Beldar, AniketRobinette, DarrellBlough, Jason
This specification describes a method and acceptance criteria for testing automotive wire harness retainer clips. Retainer clips are plastic parts that hold a wire harness or electrical connector in a specific position. Typical plastic retainers work by having a set of “branches” that can be inserted into a hole sized to be easy to install but provide acceptable retention. This specification tests retainer clips for mechanical retention when exposed to the mechanical and environmental stresses typically found in automotive applications over a 15-year service life. This specification has several test options to allow the test to match to the expected service conditions. The variability of applications typically arises from different ambient temperatures near the clip, different proximity to automotive fluids, different exposure to standing water or water spray, and different thicknesses of the holes that the clip is inserted into. Clips are typically inserted into sheet or rolled metal from 0.6 to 8 mm thick, so this specification focuses on that range. Outside of this range requires a custom test. The procedures described in this document have been evaluated for the design types shown in Table 2. Use of USCAR-44 for other than a design shown in Table 2 may or may not produce acceptable test correlation to actual experience, but USCAR has not reviewed any data. USCAR-44 can be used at all phases of development, production, and field analysis since it is a performance test and not a process validation or quality assessment. No retainer may be represented as having met USCAR/EWCAP specifications unless conformance to all applicable requirements of this specification have been verified and documented. All required verification and documentation must be provided by the supplier of the part. If testing is performed by another source, it does not relieve the primary supplier of responsibility for documentation (DVP&R) of all test results and for verification that all samples tested met all applicable acceptance criteria.
USCAR
This SAE Recommended Practice promotes uniformity in the evaluation tests and performance measurements that are conducted on fuel injectors used in low-pressure gasoline engine applications. The scope of this document is limited to electronically actuated fuel injection devices that are utilized in automotive gasoline port fuel injection systems where the fuel supply pressure is normally less than 1000 kPa. Detailed test procedures are provided for determining numerous PFI injector parameters, including, but not limited to, flow curves, leakage, electromechanical performance, fluid compatibility and corrosion susceptibility, durability, the effects of vibration and torsional deflection, thermal cycling effects, and noise. The standardized measurement procedures in this document are all bench tests. Characterization of the fuel spray from a low-pressure gasoline port fuel injector is quite important; however, these spray characterization tests are not addressed in this document, but are covered in a companion publication: SAE J2715. Tests and references to types of low-pressure gasoline injectors that are no longer commonly used in modern production are not included in the main body of this document. Superseded systems such as throttle body injection (TBI), central port injection (CPI), pressure-drop ratio (PDR), bottom-feed injectors, and eight-ring patternation are examples of this older technology. Those fuel system components and diagnostic tests were extensively utilized in prior decades, but find little application in the industry today. The historical detailed measurement procedures that applied to the tests on these types of injectors have been removed from the main sections of the updated SAE J1832; however, the associated overall descriptions of these hardware items that were in previous versions of SAE J1832 have been retained in the appendix for archival purposes.
Gasoline Fuel Injection Standards Committee
This SAE Recommended Practice is intended as the definition of a standard test, which may be subject to frequent change to keep pace with experience and technical advances. This should be kept in mind when considering its use. This SAE No. 2 friction test monitors the µ-v curve for a negative slope which can be used to evaluate a wet clutch system (WCS) anti-shudder performance and can be used for any wet driveline mechanism. WCS shudder is considered a clutch failure condition. The cause of shudder is consistent with glazing as the primary failure mode. It has been shown that a substantial loss of the wet friction material surface porosity leads to a glaze forming on the friction material surface. This process typically leading to a negative dµ/dv slope over time as addressed in SAE 2020-01-0560. This procedure includes evaluation friction characteristics of wet clutch stystem (WCS) at various specific pressures, speeds, and temperatures, and an extended durability duty cycle test to evaluate the WCS during which the µ-v curve is monitored for a negative slope—a condition indicating the potential for shudder. This procedure can be used to compare the shudder potential of various WCS combinations of friction material and lubricant. It is recommended that testing be conducted on an SAE No. 2 or similar machine. Also use the same machine for all tests when comparing results. The amount of aging has not been correlated to vehicle mileage or vehicle shudder and should only be used as an example of a test that results in a severe negative slope on the µ-v test. This procedure is designed for a standard SAE plate clutch pack with one friction plate and two steel plates, but can be modified for any WCS configuration. This procedure is built on the basis of SAE J2964, with modified test parameters and test procedure to evaluate a WCS aging stability and predict anti-shudder performance. This procedure is intended as a recommended practice for both suppliers and end users. The only variables selected by the supplier or user of the friction system are: Friction plate with friction material (lining): Specify friction material, lot or batch number, groove pattern, and lining thickness. Fluid: Specify fluid and lot or batch number. Reaction (separator) plates: Use SAE standard as inticated below. Specify plates material, thickness, and lot or batch number. These three variables must be clearly identified when reporting the results of this test. If any of the test parameters or system hardware as described in this document are changed—other than the friction material, test fluid, or reaction (separator) plates—the data may not be reported as being obtained using this document, but should be shown as a modified version of the procedure. The friction testing has a combination of modes, including short time continuous slip (C), ramp up and down speed sweeps (S), and static or breakaway slip (BA). The friction testing is done before break-in (BBI), after break-in (ABI), and after each aging test block (A). The general overview this test procedure is presented schematically in Figure 1. Reference the testing clutch geometric parameters are shown in Table 1. Various testing speeds, fluid temperatures, unit surface pressures, and slip timings are used during the different modes to simulate clutch operating conditions. The aging mode test parameters are selected to accelerate the WCS degradation response within the 120 hours total time. The obtained values of friction torque and resulting friction coefficient, friction coefficient slopes (gradients), fluid, and reaction plate temperatures allow comparison of the WCS wear resistance and resistance to aging. These parameters are utilized for evaluating the clutch anti-shudder performance. Details of the test modes operating conditions are presented in Section 5.
Automatic Transmission and Transaxle Committee
This SAE Information Report details the important new performance properties and suggested test methods for lubricants used in e-Mobility drivetrain components. The lubricants under discussion are those used in electrified drivetrains, mainly electric-transmissions and axles (e-transmissions and e-axles). The scope is limited to those geared systems in which an electric motor (e-motor) is immersed in the powertrain lubricant or comes in contact with the powertrain lubricant. Though the report focuses on new lubricant attributes, some information on conventional lubricant attributes is included. The information presented here will be helpful in understanding the similarities and differences between conventional (i.e., internal combustion engine (ICE)) and e-Mobility powertrain systems.
Fuels and Lubricants TC 3 Driveline and Chassis Lubrication
To achieve carbon neutrality by reducing carbon dioxide (CO2) emissions, vehicles with an internal combustion engine have started to be replaced by electrification vehicles such as hybrid electric vehicles (HEVs), plug-in HEVs (PHEVs), and battery EVs (BEVs) worldwide, which have motors in their transaxles (T/As). Reducing transmission torque loss in the transaxles is effective to reduce CO2 emissions, and lowering the viscosity of lubrication fluids in T/As is a promising method for reducing churning and drag loss. However, lowering viscosity generally leads to thin oil films and makes the lubrication condition severe, resulting in worse anti-fatigue and anti-seizure performance. To deal with these issues, we made improvements on the additive formulation of fluid, such as the addition of an oil-film-forming polymer, chemical structure change of calcium detergents, and an increase of anti-wear additives including phosphorus and sulfur. As a result, we succeeded in developing a novel fluid with greater lubricity than a conventional automatic transmission fluid (ATF), despite the fact that the viscosity of the new fluid was lowered by around 50% compared with that of the ATF. In addition, the electrical insulating and anti-foaming performance of this fluid, which are required for T/A fluid in electrification vehicles, were equal to or greater than those of the ATF. The fuel economy in the Toyota Hybrid System (THS) was improved by 1.0% and more compared with the ATF because of the significant viscosity decrease in the developed fluid. This fluid will be widely used for HEVs, PHEVs, BEVs, and fuel cell electric vehicles (FCEVs) and can contribute to the realization of a carbon-neutral society.
Tada, AkiraAizawa, KoukiSusukida, YoheiTokozakura, DaisukeNakamura, TaikiSano, ToshinariShinyoshi, Takatoshi
This specification covers performance testing at all phases of development, production, and field analysis of electrical terminals, connectors, and components that constitute the electrical connection systems in road vehicle applications that are: low voltage (0 to 20 VDC) or Coaxial. Incomplete (mechanical) specifications for jacketed twisted pair connectors are also provided. These procedures are only applicable to terminals used for In-Line, Header, and Device Connector systems. They are not applicable to Edge Board connector systems, twist-lock connector systems, >20 VAC or DC, or to eyelet terminals. No electrical connector, terminal, or related component may be represented as having met USCAR specifications unless conformance to all applicable requirements of this specification have been verified and documented. All required verification and documentation must be done by the supplier of the part or parts. If testing is performed by another source, it does not relieve the primary supplier of responsibility for documentation (DVP&R) of all test results and for verification that all samples tested met all applicable Acceptance Criteria. See 4.3.
USCAR
The gear lubricants covered by this standard exceed American Petroleum Institute (API) Service Classification API GL-5 and are intended for hypoid-type, automotive gear units, operating under conditions of high-speed/shock load and low-speed/high-torque. These lubricants may be appropriate for other gear applications where the position of the shafts relative to each other and the type of gear flank contact involve a large percentage of sliding contact. Such applications typically require extreme pressure (EP) additives to prevent the adhesion and subsequent tearing away of material from the loaded gear flanks. These lubricants are not appropriate for the lubrication of worm gears. Appendix A is a mandatory part of this standard. The information contained in Appendix A is intended for the demonstration of compliance with the requirements of this standard and for listing on the Qualified Products List (QPL) administered by the Lubricant Review Institute (LRI). Appendix A contains a summary of key qualification requirements. A complete listing of qualification requirements and procedures can be found in the Program Document (PD4000), Gear Lubricant Review Program, available on the Performance Review Institute (PRI) website, www.p-r-i.org.
Fuels and Lubricants TC 3 Driveline and Chassis Lubrication
This SAE Information Report was prepared by the SAE Fuels and Lubricants Technical Committee for two purposes: (a) to assist the users of automotive equipment in the selection of axle1 and manual transmission lubricants for field use, and (b) to promote a uniform practice for use by marketers of lubricants and by equipment builders in identifying and recommending these lubricants by a service designation.
Fuels and Lubricants TC 3 Driveline and Chassis Lubrication
The procedures contained in this specification cover the laboratory testing of miniature incandescent bulbs for use in automotive illumination and signaling applications. The following tests shall be run whenever the following occurs: New bulb design Design or process change made to an existing bulb, which could affect the outcome of the test. The completion of one calendar year as noted in the following Test Schedule Table. Process control data is acceptable. Test Title Yearly Physical Dimensions X Mean Spherical Candela X External Visual Examination X Crush X Thermal Shock X Bayonet Base Retention X Pin Removal X Wedge Base Retention X Lead Wire Bend X Lead Wire Pull X Natural Amber Color X Coated Amber Color Integrated Color Visual Color Point Color Color Maintenance and Coating Durability Amber Coating Chemical Resistance X X X Resonant Frequency Aged Resonant Frequency Salt Spray Wire Loop Pull X Outgassing/Heat Laboratory Life Accelerated Life X Luminous Intensity Maintenance X Vibration Durability Shock Aged Vibration Durability Test Schedule Table
USCAR
The procedures contained in this specification cover the laboratory testing of replaceable halogen incandescent bulbs for use in automotive road illumination. The following tests are intended to be run under the following conditions. New bulb design Design or process change made to an existing bulb, which could affect the outcome of the test The completion of one calendar year, accept as noted in the following Test Schedule Table. Test Title Yearly Physical Dimensions X Mean Spherical Candela (MSCD) X External Visual Examination X Color X Leak/Sealability Through Terminals and Seals X Deflection X Fluid Compatibility Terminal Retention X Resonant Frequencies Aged Resonant Frequency Salt Spray Outgassing Temperatures Requirement Laboratory Life at 14.0 VDC X Luminous Intensity Maintenance X Vibration Durability Shock Aged Vibration Durability Terminal Requirements DRL (SAE J2087)
USCAR
Three levels of fan structural analysis are included in this practice: a Initial structural integrity. b In-vehicle testing. c Durability (laboratory) test methods. The initial structural integrity section describes analytical and test methods used to predict potential resonance and, therefore, possible fatigue accumulation. The in-vehicle (or machine) section enumerates the general procedure used to conduct a fan strain gage test. Various considerations that may affect the outcome of strain gage data have been described for the user of this procedure to adapt/discard depending on the particular application. The durability test methods section describes the detailed test procedures for a laboratory environment that may be used depending on type of fan, equipment availability, and end objective. The second and third levels build upon information derived from the previous level. Engineering judgment is required as to the applicability of each level to a different vehicle environment or a new fan design. This SAE Recommended Practice is applicable to any engine cooling fan application including medium and heavy-duty trucks, buses, construction equipment, industrial, and agricultural equipment. Some sections are more applicable to engine-driven fans than to hydraulic-driven or electric-motor-driven fans, especially with respect to speed control. Fan failure modes, however, are generally the same regardless of driving modes. The usage of non-metallic construction necessitates areas of evaluation not required by metallic designs. Chief among these are temperature extremes, moisture content, impact resistance, chemical attack, material purity/homogeneity, and aging/weathering. Areas of evaluation affecting both metallic and non-metallic fans, but requiring somewhat different approaches with non-metallic parts, include natural frequency determination and durability testing.
Cooling Systems Standards Committee
Elimination of Off-Design Operating Modes for Multiplate Clutches of Vehicle Transmission2022-01-50122/15/2022
Cases of destruction of multiplate clutch elements were faced when carrying out tests of the vehicle transmission, which appeared during a limited trial time. The results of the computational and experimental study for the occurrence of off-design modes when shifting gears associated with the level of filling of the compensation and piston chambers of the multiplate clutch are presented. The objective of the study is to improve the accuracy of the implementation of the required law of control of transmission clutches by purposeful regulation of the volume of working fluid in the compensation chamber of the hydraulic cylinder for the clutch control. A road testing procedure was developed for the reproduction of the conditions for the appearance of the operating mode under investigation. Based on the procedure, an objective assessment was carried out to evaluate the transmission functioning and the modes of vehicle movement. The developed mathematical model of the piston stroke for the engaging clutch allowed for assessing the dependence of the shifting quality of control law realization on the following parameters: level of filling of the compensation chamber, features of the solenoid valves operation, the stiffness of the return spring, and the number of plates in the clutch. Based on the computation of a complex dynamic system, the required volume of transmission fluid in the compensation chamber of the multiplate clutch was determined. It was defined in dependence on the piston stroke and the inner diameter of the oil ring. In this work, the technical solutions for stabilizing pressure in the compensation chamber are proposed and implemented in the design. This allowed excluding the occurrence of the off-design mode.
Taratorkin, AlexanderZhuk, AlexanderRudnev, AndreyChernyshev, NikolayButuzov, DmitriyGolubev, MaximFomin, Nikita
This SAE Recommended Practice is applicable to oil-to-air and oil-to-coolant oil coolers installed on mobile or stationary equipment and provides a glossary of oil cooler nomenclature. Such oil coolers may be used for the purpose of cooling automatic transmission fluid, hydraulic system oil, retarder system fluid, engine oil, etc. This document outlines the methods of procuring the test data to determine the operating characteristics of the oil cooling system and the interpretation of the results.
Cooling Systems Standards Committee
Gearbox power transfer efficiency is a major factor in overall powertrain efficiency of a passenger vehicle. With rapidly changing emission and fuel efficiency regulations, there is a push to increase the gearbox efficiency to improve the overall fuel economy of the vehicle. In case of an existing gearbox, efficiency can be improved by using the low viscosity lubrication oil. Despite a benefit in increasing the gearbox efficiency, lowering down the viscosity of lubrication oil gives rise to few challenges with respect to its performance. One of these challenges is breather performance which defines that transmission oil should not come out of breather pipe in some pre-defined conditions during gearbox operation. As this validation is being carried out on proto parts when the complete system is ready, failure to satisfy the defined criteria for breather performance can lead to multiple trials. This further leads to extended design cycles for launching new passenger vehicles with better transmission efficiency and fuel economy into the market. Design cycle time can be reduced by using CFD simulation techniques for oil flow simulation to predict the breather performance in the early design stage. Current paper describes a CFD simulation method developed for virtual validation of gearbox lubrication oil breather performance using ParticleWorks software. Simulation model consists of complete gearbox system with all the gears rotating, shift system, oil flow galleries and transmission housings. Input conditions to the CFD Model are as per the actual test conditions. CFD Simulation model is validated by correlating it with the actual oil flow using cut-section into the gearbox housing. Validated model is being used to carry out virtual validation of lubrication breather system of new design.
Singh, Bhupinderchopra, ChandanChoudhary, Ved PrakashBaluch, Mohamad BilalKarna, Gaurav
In electric vehicles (EVs), drivetrain lubricants (EV fluids) are often relied upon to aid in cooling the motors. In such cases, the lubricants must provide high cooling performance. They should also improve the efficiency of the transmissions and reduction gearboxes in EV drivetrains. Both requirements can be met by lowering the viscosity of the fluid. This effectively improves the heat transfer coefficient and also helps increase efficiency by reducing churning loss. However, a viscosity that is too low can negatively affect the fatigue life of mechanical parts such as gears and bearings. To solve the issues associated with lower viscosities, we optimized the anti-wear agents, dispersants, and other additives to develop formulations specially designed for EV drivetrains. The result are lubricants that provide excellent extreme pressure properties and protection for drivetrain components despite their lower viscosities. We evaluated performance of the developed lubricants, and it was confirmed that lower viscosity contributes to better cooling effect and improved helical gear efficiency as expected. In addition, these lubricants have much improved electrical insulation properties and Cu compatibility compared to conventional automatic transmission fluids (ATFs). In summary, we showed it was possible to lower viscosity without sacrificing protection and developed EV fluids that provide excellent motor cooling performance and help increase the range of the vehicle.
Iino, MariTada, AkiraMasuda, KoheiMatsuki, ShingoOnumata PhD, Yasushi
This test procedure is intended to apply to hydraulic pump suction filters and strainers used in automotive automatic transmissions that include hydraulic power pumps. The various paragraphs of Section 5 include a variety of tests and alternative tests that are not applicable to all filters and applications, so the engineer must specify which tests are to be performed for a particular application. These test procedures are intended to evaluate filter functional performance characteristics only, durability is not evaluated under this standard. Filter design requirements must be specified by the engineer on the filter assembly drawing, an applicable engineering specification, or summarized on an application data sheet similar to that found in this recommended practice. See Figure 6. Pressure circuit filters, both barrier and system contamination control types, are not covered under this standard. They are similar in design and construction to filters used in many hydraulic and lubricating applications. Testing for pressure filters are covered by the ISO and SAE standards listed under references in Section 2.
Automatic Transmission and Transaxle Committee
This SAE Standard applies to self-propelled, rider operated sweepers and scrubbers as defined in SAE J2130 with maximum machine level surface speeds up to 32 km/h. Machines capable of speeds equal to and greater than 32 km/h are not covered by this document.
OPTC2, Braking
This SAE Standard covers hose intended for use with automatic transmission cooling system applications. Type A hoses are intended for original equipment or replacement applications while Type B hoses are intended for aftermarket auxiliary cooler applications only. The reference fluid for tests requiring the use of automatic transmission fluid (ATF) shall be Dexron III / Mercon 5 or equivalent ATF that is agreed to by hose manufacturer and customer.
Non-Hydraulic Hose Committee
The heat generated by an internal combustion engine must be dissipated to maintain acceptable component temperatures throughout the entire powertrain system under all operating conditions. However, under cold start conditions it is beneficial to retain this available heat to achieve faster warm-up in order to reduce fuel consumption. In modern engines there are several components in the coolant circuit that are used to accelerate the warm-up of sub-system fluids such as the engine oil, transmission oil and axle oil. The magnitude of the fuel consumption reduction will depend on how these rapid warm-up devices are arranged, combined and controlled. This paper describes a methodology that was developed to optimize the distribution of coolant heat in the powertrain system during warm-up. A comparative study can be performed to optimize the arrangement of each heat exchanger in any given powertrain system to minimize cost and time early in development. Different thermal strategies or technologies that affect warm-up can also be evaluated using this methodology to assess their effectiveness.
Kim, Tae HyunNatarajan, Diwakar
In recent decades, there has been a growing focus on improving overall vehicle efficiency and fuel economy due to growing customer awareness and more stringent environmental regulations. Effort has been placed on improving the engine efficiency and reducing the losses of the transmission and driveline. One essential component of this process is to correctly size the transmission oil pump as it is one of the main energy consumers in the powertrain. Conversely, the oil pump has a critical mission of ensuring reliable and high quality gear shift as well as supplying lubrication and cooling oil to various components in the transmission. This paper outlines a strategy to systematically understand and quantify the main requirements for sizing the oil pump to ensure adequate performance while minimizing the energy consumption of the pump. The proposed framework is a three-legged approach. The first component identifies the main consumers within the automatic transmission and establishes a relationship between the operating parameters, component specific parameters and the specific demand of that particular oil consumer. The second leg looks at various operating conditions and a plethora of load cases are identified. The third leg connects the first two components and proposes the most optimized pump displacement size minimizing the required power to run the pump while meeting the requirements.
Abbassi, HesamKraemer, Andrew
In line with Global targets of reducing CO2 Emissions, transportation industry is witnessing a significant shift in focus — from emissions to fuel economy — by regulators, researchers, OEMs, fuels and lubricant manufactures. Improvements in fuel economy can have a significant bottom-line impact for fleets and owner operators alike. There are many paths to take when looking at a program to reduce fuel consumption. These include new engine and transmission designs, new metallurgies, surface finish, coatings, new injection technologies, turbochargers and of course through engine and transmission lubricants. Passenger car engine lubricants are being upgraded time to time and customized for fuel economy and emission compliance benefits as the vehicle technology evolved to meet the emerging regulations. New vehicle technology has shifted surface tribology more towards boundary regime as new designs are compact, offer high operating temperatures and pressures. Fuel Economy (FE) Regulations also require lower viscosity for reducing hydrodynamic friction. Thus, engine oil at reduced viscosity has to face tough challenges of hardware durability by maintaining the right film thickness and better anti wear protection through it’s ingredients, which are base oils and performance additives. Friction Modifiers are key additives in automotive lubricants to take care of boundary friction through adsorption at tribo surface under mild load conditions and plays extremely important role now a days to achieve the required FE targets of original engine manufacturers. Engine oils can play a major role in improving the FE. Nowadays, Frictional torque test is widely used for assessing the frictional performance of engine oils and thereby for optimizing the composition of engine oils for its better fuel economy. There is also a requirement of compatible engine oils for after treatment devices used in new generation engines and this again requires new Low SAPS additive chemistry. Therefore, new generation engine oils for mobility sector has to strike the right balance of base oils and additive components to ensure not only sufficient engine protection, but also to maintain the overall performance & fuel economy requirements besides taking care of latest after treatment systems. Key challenge is to deliver fuel economy along with hardware durability, which requires balanced approach at tribo level by selecting the right screening methodology, high quality base oils, and superior additives chemistries. Friction Torque Test and MIDC Test on Chassis Dyno were carried out on selected candidate oils. Up to 3% efficiency improvement was achieved in SAE 0W-16 grade meeting API SN credentials under MIDC Test Cycle run on Bharat Stage VI passenger car with gasoline engine. This paper presents an effort made by IndianOil R&D in the direction of achieving fuel economy through low viscosity engine lubricants.
Seth, SaritaMaloth, SwamySingh, Punit KumarRamadhas, A SKumar, PrashantMahapatra, RajendraBhatnagar, PankajGarg, SaritaSaxena, DeepakRamakumar, S S V
The gear lubricants covered by this standard exceed American Petroleum Institute (API) Service Classification API GL-5 and are intended for hypoid-type, automotive gear units, operating under conditions of high-speed/shock load and low-speed/high-torque. These lubricants may be appropriate for other gear applications where the position of the shafts relative to each other and the type of gear flank contact involve a large percentage of sliding contact. Such applications typically require extreme pressure (EP) additives to prevent the adhesion and subsequent tearing away of material from the loaded gear flanks. These lubricants are not appropriate for the lubrication of worm gears. Appendix A is a mandatory part of this standard. The information contained in Appendix A is intended for the demonstration of compliance with the requirements of this standard and for listing on the Qualified Products List (QPL) administered by the Lubricant Review Institute (LRI). Appendix A contains a summary of key qualification requirements. A complete listing of qualification requirements and procedures can be found in the Program Document (PD4000), Gear Lubricant Review Program, available on the Performance Review Institute (PRI) website, www.p-r-i.org.
Fuels and Lubricants TC 3 Driveline and Chassis Lubrication
This specification describes a method and acceptance criteria for testing automotive wire harness retainer clips. Retainer clips are plastic parts that hold a wire harness or electrical connector in a specific position. Typical plastic retainers work by having a set of “branches” that can be inserted into a hole sized to be easy to install but provide acceptable retention. This specification tests retainer clips for mechanical retention when exposed to the mechanical and environmental stresses typically found in automotive applications over a 15-year service life. This specification has several test options to allow the test to match to the expected service conditions. The variability of applications typically arises from different ambient temperatures near the clip, different proximity to automotive fluids, different exposure to standing water or water spray, and different thicknesses of the holes that the clip is inserted into. Clips are typically inserted into sheet or rolled metal from 0.6 to 8 mm thick, so this specification focuses on that range. Outside of this range requires a custom test. The procedures described in this document have been evaluated for the design types shown in Table 2. Use of USCAR-44 for other than a design shown in Table 2 may or may not produce acceptable test correlation to actual experience, but USCAR has not reviewed any data. USCAR-44 can be used at all phases of development, production, and field analysis since it is a performance test and not a process validation or quality assessment. No retainer may be represented as having met USCAR/EWCAP specifications unless conformance to all applicable requirements of this specification have been verified and documented. All required verification and documentation must be provided by the supplier of the part. If testing is performed by another source, it does not relieve the primary supplier of responsibility for documentation (DVP&R) of all test results and for verification that all samples tested met all applicable acceptance criteria.
USCAR
This standard lists variables that shall be investigated and reported as an initial investigation into new or revised surface finishes intended for use on fasteners. This standard provides instruction for producing a final report that will be used to determine if further investigation of a surface finish is justified. Further investigation may include tests and evaluations specific to an individual OEM prior to introduction/approval of the surface finish. The final report shall include the results, observations, and conclusions for all of the variables. The final report may be made up of several individual reports covering each variable. In all cases the laboratory performing the test, the test date and the report approver shall be included in the final report.
USCAR
Automatic transmissions utilize solenoids to manage the flow of transmission fluid throughout the transmission and engage the appropriate clutches during a gear change. Because of the small clearances between sliding interfaces in a solenoid, compatibility between materials and fluids is essential to long-term functionality. The accumulation of films formed from corrosive species on these components can lead to premature failure. Copper (Cu) corrosion strip tests are found in almost all lubricant specifications; however, they do not necessarily provide assurances in the field. Long-duration, powered solenoid soak tests are undertaken to evaluate the long-term functionality of the transmission. The complexity of oil-based corrosion mechanisms, including the temperature dependence of these processes, can be difficult to evaluate even with this advanced level of testing. In this study, the corrosion rates of two Cu-based alloys relevant to solenoid components were evaluated while immersed in two typical commercial fluids at multiple temperatures. Results from powered solenoid soak tests in heated fluids were compared against a wire corrosion test method. The wire test method allows for real-time monitoring of corrosion rates through resistance measurements of a thin wire immersed in a fluid. Surfaces of solenoid bearings and wires were analyzed using a scanning electron microscope (SEM) and by energy-dispersive X-ray spectroscopy (EDS). The wire test method, which showed good reproducibility between two labs, offers an efficient and cost-effective way to screen fluid chemistries over a range of temperatures for potential corrosion issues with transmission component alloys.
Bares, JasonHunt, GregoryPrengaman, ChristopherWicks, JoseyNicholson, Stefan
In the present article, structural spring characteristics of two different Belleville springs are analyzed to overcome a failure issue in an automatic shift transmission clutch system. The spring design is evaluated through explicit dynamics analysis by finite element modelling and validated by DIN 2093 standard. Automatic shift transmissions that are used in off-highway vehicles are employed with multi-plate wet clutch system to actuate the planetary gears. These clutches are actuated through automatic transmission fluid that are supplied through flow channels. The clutch piston is moved axially by fluid pressure against the clutch pack and Belleville spring thereby transfers torque. Meanwhile, the clutch piston is retracted by the spring force once the fluid pressure is cut off. The spring is designed in such a way that during the energizing mechanism, positive spring stiffness is maintained. It is noticed that the clutch function is obstructed as the spring is inverted to other side due to unstable negative stiffness characteristic. It stalls the function of clutch system and automatic shift transmission thereby vehicle becomes inoperable. The present study compares two different spring characteristics required to suit the clutch design for proper function of transmission system.
Chidambarathanu, Ganesh KuttalamNair, VenugopalStanis, Starvin Michael
Study on Fuel Efficiency and Durability Aspect of a Low Viscosity Heavy Duty Diesel Engine Oil125699/17/2020
In order to meet Corporate Average Fuel Economy (CAF�) regulations and Bharat Stage VI (BS VI) emission regulations, Indian auto original equipment manufacturers (OEMs) are adopting low viscosity engine/axle/transmission oils to achieve overall fuel efficiency gain. Attaining fuel economy by reducing oil viscosity is already established for passenger car motor oils (PCMOs) but is in its initial phase for heavy-duty diesel engine oils (HDDEOs). Now SAE 15W-40 is the most widely used viscosity grade by volume for HDDEO. In India, a large number of old vehicles meeting BS II, BS III and BS IV norms exists and require sustainable strategy to reduce fuel consumption, as well as overall greenhouse gas emissions. In this paper, authors discussed the development of low viscosity heavy duty diesel engine oil in 10W-30 viscometrics meeting API CH4 specification. Fuel economy credential of the developed product was carried out on a chassis dyno w.r.t. the reference oil in �Delhi Bus Driving Cycle (DBDC)�. The authors also studied the effect of viscosity on the engine durability by mileage accumulation test of 40,000 kms run in chassis dynamometer by monitoring engine wear in used oil analysis. Finally to check the fuel economy benefit and oil performance in field, a field trial was conducted on old BS II and BS III buses in two bus depots. Fuel economy (FE) was calculated based on the KPTL (kms per ten lts) value of the candidate oil w.r.t. the reference oil. From the trial data it was established that low viscosity engine oil provides adequate durability with sustained fuel economy. However, the FE has direct bearing on driving conditions and more stop/go condition affects fuel economy benefits.
Praharaj, Snigdhamayee
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