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AMAP Working Group Proposal 2

PROPOSAL TO UPDATE AMAP

September 7, 2006 Proposal Originally Presented @ May 2. 2006 LC Meeting


ACTION ITEMS

MAY 2, 2006 LC MEETING

1. David Smith will evaluate the Lubricants Committee’s suggestions related to CCS, MRV, HTHS, and shear stability for inclusion in the final plan.

2. David Smith will meet with an industry statistician to confirm the appropriateness of the API 1509 and expanded ranges for the AMAP tests.

3. Kevin Ferrick will have the yield stress values added to the AMAP test reports.

4. Kevin Ferrick and David Smith will consult with the ASTM task force responsible for D874 and provide a recommendation to the Lubricants Committee.


STEPS TAKEN SINCE LC MEETING

1. David Smith discussed issues related to CCS & HTHS with Thom Smith & Joan Evans

2. David Smith talked to Bill Kleiser regarding efforts of the ASTM Task Force responsible for D874

3. David Smith & Joan Evans met with Elisa Santos (statistician) and Kishore Nadkani (QC Consultant/ASTM Fellow/Winner 2006 ASTM George V. Dyroff Award of Honorary D2 Membership)

• Obtained input on proposed AMAP tests and the best way to set limits

4. Kevin Ferrick is progressing addition of MRV Yield Stress values to the AMAP test reports


DISCUSSION OUTLINE

• PRINCIPLES FOR SETTING ACCEPTANCE VALUES

– Physical / Chemical / Element / Performance Bench Tests

– When to Use Blending Tolerances, in Addition to Reproducibility, to Establish Values

• AMAP TESTS USED AS SURROGATES FOR SEQUENCE VIB

– CCS, HTHS, Etc.

• SULFATED ASH

• ELEMENTAL ANALYSIS

– Acceptance Ranges

• RECOMMENDED AMAP TESTS

– To Drop

– To Add

– Final Test Lists For “S” & “C” Categories


Asking Lubricants Committee to Approve:

• Principles for Setting Acceptance Values (Slide 6)

• Using CCS, HTHS & NOACK to Ensure Fuel Economy (Slide 8)

– Adding HTHS & NOACK to Form B

• Not Including Sulfated Ash (Slide 12)

• Recommend Change to Acceptance Ranges for Elements versus Form B (Slide13)

• Recommended Acceptance Ranges for Published Phosphorus & Sulfur Limits (Slide 14)

• Dropping Volatility, Flash Point, EOFT, EOWTT & Gel Index (Slides 15 & 16)

• Adding Ball Rust Test, HTCBT & Shear Stability (Slides 17 & 18)

• Progress Proposal to Inter-Industry Advisory Group


Principles for Setting Acceptance Values

Input From QC Consultant & Statistician

• Published Limits

– Do Not Use Blending Tolerance

– Acceptance = Published Limit Adjusted For

Reproducibility

• Form B Values

– Apply Blending Tolerance

• -10/+15% (-10/+10% for P & S) Per Appendix K

– Acceptance = Form B Adjusted For Blending

Tolerance Adjusted For Reproducibility


Using CCS, HTHS & NOACK to Ensure Fuel Economy

• Suggestion from LC for Energy Conserving Oils: – Set CCS and HTHS Acceptance Against Form B Reported

Values

• Key property values that define formulation that passed Sequence VIB

• Targeting finished oil to these values helps insure intended Sequence VIB performance

• Review of VGRA Guidelines for Seq. VIB Suggests NOACK Should Also Be Evaluated Against Form B

• Per QC Consultant, Adjust For Blending Tolerance (-10/+15%) and Reproducibility


AMAP Tests That Are Surrogates for

Sequence VIB

• Suggestion from LC for Energy Conserving Oils: – Set CCS and HTHS Acceptance Against Form B Reported Values

• Key property values that define formulation that passed Sequence VIB

• Targeting finished oil to these values helps insure intended Sequence VIB performance

• Review of VGRA Guidelines for Seq. VIB Suggests NOACK Should Also Be Evaluated Against Form B

• Per QC Consultant, Add Blending Tolerance (-10/+15%) and +/- Reproducibility to Form B Values

• PROPOSAL

– Evaluate AMAP results for CCS, HTHS & NOACK Against Form B Reported Values for EC oils, only

– Acceptance Values CCS Max = Form B x 1.15 (Tol) x 1.073 (7.3% Reproducibility)

HTHS Max = Form B x 1.15 (Tol) x 1.036 (3.6% Reproducibility)

Min = J300 x 0.964 (1 – 3.6% Reproducibility)

NOACK Max = Form B x 1.15 (Tol) + 1.62 (Abs. Reproducibility)

NOTE: Requires adding HTHS & NOACK to Form B; Done In Past


Historical Form B


IMPACT OF EVALUATING CCS vs. FORM B

WITH +15% or +10% BLENDING TOLERANCE

ENERGY

CONSERVING

OILS

FORM B VALUE +

15% Tolerance +

7.3 %

REPRODUCIBILITY

CATEGORY TOTAL # EXCEEDING %

SM &

SM/CF 76 2 2.6

SL, SL/CF,

SJ 456 38 8.3

ALL 542 40 7.3

2004 & 2005 AMAP Overall Results

Versus J300 & Reproducibility

2004 AMAP – 2.0 % Exceeded Value

2005 AMAP – 3.8 % Exceed Value

ENERGY CONSERVING

FORM B VALUE +

10%Tolerance +

7.3 %

REPRODUCIBILITY

CATEGORIES TOTAL # EXCEEDING %

SM & SM/CF 76 3 3.9

SL, SL/CF, SJ 456 56 12

ALL 542 59 11


IMPACT OF EVALUATING CCS vs. FORM B

No Blending Tolerance

ENERGY CONSERVING

OILS

FORM B VALUE + 7.3 %

REPRODUCIBILITY

CATEGORIES TOTAL # EXCEEDING %

SM & SM/CF 76 14 18

SL, SL/CF, SJ 456 124 27

ALL 542 138 25

2004 & 2005 AMAP Overall Results

Versus J300 & Reproducibility

2004 AMAP – 2.0 % Exceeded Value

2005 AMAP – 3.8 % Exceed Value


SULFATED ASH

Previous Recommendation 3

• ADD D874 Sulfated Ash for every CJ-4 Oil – Rationale: Important Compositional Limit with Potential

Impact on Engine Systems

– Limit, Wt %, Max

D4485 +15% Reproducibility Accept Up To

1.00 1.15 0.189 1.37 wt%

– New Recommendation to Not Add D874

– Reproducibility Issues Result in Acceptance Value of Questionable Significance

– Re-evaluate If ASTM Task Force Improved Measurement.


RECOMMENDED AMAP ELEMENTAL ACCEPTANCE

Compare to Form B Values (No Published Limits)

ELEMENT TEST BASIS RE

PR

OD

UC

IBIL

ITY

MIN MAX MIN MAX MIN MAX

CALCIUM D4951 Form B -10% +15% +/- 3.5% -13.5% +18.5% -31% 36%

COPPER D4951 Form B -10% +15% +/- 5.7% -15.7% +20.7% -31% +36%

MAGNESIUM D4951 Form B -10% +15% +/- 13.3% -23.3% +28.3% -34% +39%

MOLYBDNUM D4951 Form B -10% +15% +/- 16.8% -26.8% +31.8% -31% +36%

SODIUM D4951 Form B -10% +15% +/- 32.1% -42.1% +47.1% -31% +36%

SULFUR D4951 Form B R & R R & R - R & R R & R R & R R & R

PHOSPHORUS D4951 Form B -10% +10% +/- 10.1% -20.1% +20.1% -28% +28%

ZINC D4951 Form B -10% +15% +/-7.2% -17.2% +22.2% -20% +25%

APPENDIX K

AUDIT

EXPANDED

LIMITS /

BLENDING

TOLERANCES

CURRENT API SM

AMAP

ACCEPTANCE

RECOMMENDED

ACCEPTANCE

RANGE


Recommended AMAP Acceptance Values

For Published Phosphorus & Sulfur Limits

ELEMENT TEST Rep

rod

ucib

ilit

y

MIN MAX MIN MAX

SULFUR D4951

SM/GF-4 (0W & 5W) or 0.5 0.061 abs. 0.561

SM/GF-4 (10W) D2622 0.7 0.061 abs. 0.761

CJ-4 0.4 0.061 abs. 0.461

PHOSPHORUS D4951

SM/GF-4 0.06 0.08 +/- 10.1% 0.054 0.088

SM / Non-GF-4 Grades 0.06 +/- 10.1% 0.054

SL & SJ / ILSAC Grades 0.10 +/- 10.1% 0.110

CJ-4 0.12 +/- 10.1% 0.132

API 1509 / D4485 LIMIT,

Wt %

RECOMMENDED

ACCEPTANCE

VALUES, Wt %


TESTS TO DROP PREVIOUS RECOMMENDATION 1

Physical Property

Tests

TEST METHOD 2002 2003 2004 2005

KV / 100C * D445 2 5 2 7

COLD CRANK * D5293 9 25 12 20

MRV Viscosity * D4684 3 9 7 8

HTHS D4683 3 0 5 11

VOLATILITY D6417 1 0 0

4 (3 Failed

NOACK)

NOACK VOLATILITY D5800 16 9 5 6

FLASH POINT D92 0 0 0 0

NUMBER OF FAILURESKeep Tests in Black

Rationale: Important

to Evaluate

Conformance as

Indicated by Number

of Failures

Drop Tests in Red

Rationale: Low

Number of Failures,

Volatility Covered

by NOACK, Flash

Point Not Used in

Latest

Specifications * Data Reported on Form B


TESTS TO DROP PREVIOUS RECOMMENDATION 4

Perfromance Bench Test METHOD 2002 2003 2004 2005

EOFT D6794 0 0 0 0

EOWTT D6795 0 0 0 0

GELATION INDEX D5133 0 3 1 0

FOAMING - All Seq D892 20 9 0 0

HI TEMP FOAM D6082 2 1 2 2

NUMBER OF FAILURES

Keep Tests in Black Drop Tests in Red

Rationale: Low Number

of Failures


TESTS TO ADD Previous Recommendation 5

• ADD D6557 Ball Rust Test for API SL & SM Oils - Every 10th Sample

– Rationale: Rust protection not insured by elemental analyses.

– Re-evaluate Need: After 2 Years Experience

– Limit: Average Grey Value

API 1509 Reproducibility Accept Down To

100 Min 18.89 81

• ADD D6594 HTCBT for CH-4, CI-4, CI-4 PLUS & CJ-4 Oils – Every 10th Sample

– Rationale: EGR Stresses Corrosion Protection

– Re-evaluate Need: After 2 Years Experience

– Limit: D4485 Reproducibility Accept Up To Cu, ppm inc., Max 20 +/- 27% 25.4

Pb, ppm inc., Max 120 +/- 80% 216

Cu Strip, rating, Max 3 NA 3


TESTS TO ADD Previous Recommendation 6

Added at Request of LC

• ADD D7109 90 Pass Shear Stability for API CI-4 PLUS & CJ-4 Oils – Every 10th Sample

– Limits, cSt, Min D 4485 Reproducibility Accept Down To SAE 30 9.3 +/- 2.1% 9.1

SAE 40 12.5 +/- 2.1% 12.2

• ADD D6278 30 Pass Shear Stability for API SM, SL, CH-4 & CI-4 Oils – Every 10th Sample

– Limits, cSt, Min D 4485 Reproducibility Accept Down To SAE 20 5.6 +/- 2.86% 5.8

SAE 30 9.3 +/- 2.86% 9.0

SAE 40 12.5 +/- 2.86% 12.1

• Rationale: Important Parameter for Protecting Engines


Recommended PCMO AMAP TESTS Red = NEW

Test Method Property Eligible Viscosities/Categories

ASTM D 445 Kinematic Viscosity at

100°C

Every oil

ASTM D 4683 High-Shear-Rate

Viscosity at 150°C

Every oil except single W grades

ASTM D 5293 Low-Temperature

Cranking Viscosity

Every oil except single, non-W grades


Pumping Viscosity



Pumping Yield Stress


ASTM D 5800 Volatility loss (NOACK) Every Oil

ASTM D 892 Foaming tendency For SJ, SL & SM : Option A for all viscosities-

Every 3rd sample beginning with 3rd

ASTM D 6082 Static foam,

tendency/stability,

optional blending

required

For SJ, SL & SM : all viscosities; Every 3rd

sample beginning with 3rd

ASTM D 6557 Ball Rust Test For SJ, SL & SM : all viscosities; Every 10th

PCMO sample beginning with 1st

ASTM D 5185 Additive Elements by

ICP-Compare to Form B

Every oil


Proposed HDEO AMAP TESTS RED = NEW

Test Method Property Eligible Viscosities/Categories

ASTM D 445 Kinematic Viscosity at 100°C Every oil

ASTM D 4683 High-Shear-Rate Viscosity at

150°C

Every oil except single W grades

ASTM D 5293 Low-Temperature Cranking

Viscosity


ASTM D 4684 Low-Temperature Pumping

Viscosity


ASTM D 4684 Low-Temperature Pumping

Yield Stress


ASTM D 5800 Volatility loss (NOACK) Every Sample

ASTM D 892 Foaming tendency For CG-4, CH-4, CI-4, CI-4 PLUS & CJ-4 :

Option A not allowed; Every 3rd sample

beginning with 3rd

ASTM D 6278 Kinematic viscosity after

shearing – 30 PassFor CH-4 and CI-4: XW-30, XW-40; Every 10 th

sample beginning with 1 st

ASTM D 7109 or

D 6278 Mod.

Kinematic viscosity after

shearing – 90 Pass

For CI-4 PLUS & CJ-4: XW-30, XW-40 ; Every

10 th sample beginning with 1 st

D 6594 HTCBT For CJ-4: all viscosities; Every 10th sample

beginning with 1st

ASTM D 5185 Additive Elements by ICP-

Compare to Form B

Every oil


Asking Lubricants Committee to Approve:

• Principles for Setting Acceptance Values (Slide 6)

• Using CCS, HTHS & NOACK to Ensure Fuel Economy (Slide 8)

– Adding HTHS & NOACK to Form B

• Not Including Sulfated Ash (Slide 12)

• Recommend Change to Acceptance Ranges for Elements versus Form B (Slide13)

• Recommended Acceptance Ranges for Published Phosphorus & Sulfur Limits (Slide 14)

• Dropping Volatility, Flash Point, EOFT, EOWTT & Gel Index (Slides 15 & 16)

• Adding Ball Rust Test, HTCBT & Shear Stability (Slides 17& 18)

• Progress Proposal to Inter-Industry Advisory Group

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