To: API Lubricants Group Cc: Lubricants Group Mailing List API Ballot Seq. VH with Seq. VG Equivalency for GF-5 and API SN During the February 7, 2018 Lubricants Standards Group Meeting the LSG considered a motion to ballot a Ford Proposal for the inclusion of the Seq. VH for Seq. VG Equivalency in API SN and ILSAC GF-5. Ford’s proposed limits for Seq. VH equivalency to Seq. VG in GF-5 and API SN are given below. Proposal API ILSAC AES RAC AEV APV OSC Hot Stuck Rings Seq. VH Limits SN GF-5 7.6 min 7.7 min 8.6 min 7.6 min R&R None Ford After review and discussion, the LSG agreed by voice vote to send to Ballot the Ford proposed limits for Seq. VH at Seq. VG Equivalency for GF-5 and API SN. A copy of the Motion is included in the documentation. Drafts of Table G-5 and Table Q-5 are provided to show how the Seq. VH equivalency will be included in API 1509. The Statisticians’ Analysis and the Seq. VH Surveillance Panel Minutes are provided to support Motion to accept Ford’s proposed limits for Seq. VH equivalency to Seq. VG in GF-5 and API SN. Lubricants Group Members should use the API eBallot System to cast their vote and make comments. The eBallot Link is: http://Ballots.api.org The Lubricants Group Member votes will be counted, and all received comments reviewed and considered before the ballot results are final. Non-Lubricants Group Members should comment on the Ballot Motion using the eBallot system. The eBallot Link is: http://Ballots.api.org All comments on the Ballot Motion will be reviewed before the ballot results are final. This eBallot will close on April 9. All Votes and/or Comments must be received by the close date. If approved the Effective Date of the Change to API 1509 will February 7, 2018.
Transcript
To: API Lubricants Group Cc: Lubricants Group Mailing List API
Ballot Seq. VH with Seq. VG Equivalency for GF-5 and API SN
During the February 7, 2018 Lubricants Standards Group Meeting the LSG considered a motion to ballot a Ford Proposal for the inclusion of the Seq. VH for Seq. VG Equivalency in API SN and ILSAC GF-5.
Ford’s proposed limits for Seq. VH equivalency to Seq. VG in GF-5 and API SN are given below.
Proposal API ILSAC AES RAC AEV APV OSC Hot
Stuck Rings
Seq. VH Limits SN GF-5 7.6 min 7.7 min 8.6 min 7.6 min R&R None Ford
After review and discussion, the LSG agreed by voice vote to send to Ballot the Ford proposed limits for Seq. VH at Seq. VG Equivalency for GF-5 and API SN.
A copy of the Motion is included in the documentation. Drafts of Table G-5 and Table Q-5 are provided to show how the Seq. VH equivalency will be included in API 1509.
The Statisticians’ Analysis and the Seq. VH Surveillance Panel Minutes are provided to support Motion to accept Ford’s proposed limits for Seq. VH equivalency to Seq. VG in GF-5 and API SN.
Lubricants Group Members should use the API eBallot System to cast their vote and make comments. The eBallot Link is: http://Ballots.api.org
The Lubricants Group Member votes will be counted, and all received comments reviewed and considered before the ballot results are final.
Non-Lubricants Group Members should comment on the Ballot Motion using the eBallot system. The eBallot Link is: http://Ballots.api.org
All comments on the Ballot Motion will be reviewed before the ballot results are final.
This eBallot will close on April 9. All Votes and/or Comments must be received by the close date. If approved the Effective Date of the Change to API 1509 will February 7, 2018.
Motion for Seq. VHFeb. 7, 2018
Ford Ballot Proposal
• Motion to Ballot the Ford proposed limits for Seq. VHequivalency to Seq. VG in GF-5 and API SN.
• Motion by: Ron Romano
• Second: Brent Calcut
• Voice Vote: 14=Yes 0=No 2=Abstain
Proposal API ILSAC AES RAC AEV APV OSC Hot Stuck Rings
Seq. VH Limits SN GF-5 7.6 min 7.7 min 8.6 min 7.6 min R&R None Ford
Draft API 1509 Table G-5 & Table Q-5
Table G-5—Requirements for API Service Category SN and API SN with Resource Conserving
SAE 10W-30 and all other viscosity grades not listed above
FEI SUM FEI 2
NR
NR
2.8% min 1.3% min after 100 hours aging 2.6% min 1.2% min after 100 hours aging 1.9% min 0.9% min after 100 hours aging 1.5% min 0.6% min after 100 hours aging
ASTM D4683, D4741, or D5481, High Temp./High Shear Viscosity @ 150°C, mPa·s, min
2.3 2.6 2.3
Note: All oils must meet the requirements of the most recent edition of SAE J300; NR = Not required. aResource Conserving does not apply to SAE 0W-16 and 5W-16. aTests are per ASTM requirements. bIf CI-4, CJ-4, CK-4 and/or FA-4 categories precede the “S” category and there is no API Certification Mark, the Sequence VG (ASTM D6593) or Sequence VH (ASTM Dxxxx), Ball Rust (ASTM D6557), and Gelation Index (ASTM D5133) tests are not required. cViscosity grades are limited to 0W, 5W and 10W multigrade oils. dNot required for monograde and 15W, 20W, and 25W multigrade oils. eCalculated conversions specified in ASTM D5800 are allowed. fFor all viscosity grades: If CH-4, CI-4 and/or CJ-4 categories precede the "S" category and there is no API Certification Mark, the “S” category limits for phosphorus, sulfur, and the TEOST MHT do not apply. However, the CJ-4 limits for phosphorus and sulfur do apply for CJ-4 oils. This footnote cannot be applied if CK-4 or FA-4 is also claimed. Note that these “C” category oils have been formulated primarily for diesel engines and may not provide all of the performance requirements consistent with vehicle manufacturers' recommendations for gasoline-fueled engines. gThis is a non-critical specification as described in ASTM D3244. hAfter 1-minute settling period. iAfter 10-minute settling period. jShall remain homogenous and, when mixed with ASTM reference oils, shall remain miscible. kTen-hour stripped kinematic viscosity must remain in original SAE viscosity grade except XW-20 which must remain ≥5.6 mm²/s. lTo be evaluated from –5˚C to temperature at which 40,000 cP is attained or –40˚C, or 2 Celsius degrees below the appropriate MRV TP-1 temperature (defined by SAE J300), whichever occurs first.
Table Q-5—ILSAC GF-5 Passenger Car Engine Oil Standard Requirement Criterion
Fresh Oil Viscosity Requirements SAE J300
Gelation index High Temperature/High Shear Viscosity @ 150°C, mPa·s
Oils shall meet all requirements of SAE J300. Viscosity grades are limited to SAE 0W, 5W, and 10W multigrade oils ASTM D5133 12 (max) To be evaluated from –5˚C to temperature at which 40,000 cP is attained or –40˚C, or 2 Celsius degrees below appropriate MRV TP-1 temperature (defined by SAE J300), whichever occurs first ASTM D4683, D4741, or D5481 2.6 (min)
Engine Test Requirements
Wear and oil thickening Kinematic viscosity increase @ 40°C, % Average weighted piston deposits, merits Hot stuck rings Average cam plus lifter wear, μm
Or Deposit and oil thickening
Kinematic viscosity increase @ 40°C, % Average weighted piston deposits, merits Hot stuck rings
Wear, sludge, and varnish Average engine sludge, merits Average rocker cover sludge, merits Average engine varnish, merits Average piston skirt varnish, merits Oil screen sludge, % area Oil screen debris, % area Hot-stuck compression rings Cold stuck rings Oil ring clogging, % area
Or
Wear, sludge, and varnish Average engine sludge, merits Average rocker cover sludge, merits Average engine varnish, merits Average piston skirt varnish, merits Oil screen clogging, % area Hot-stuck compression rings
Valvetrain wear
Average cam wear (7 position avg), μm
Bearing corrosion Bearing weight loss, mg
Fuel efficiency
SAE XW-20 viscosity grade FEI SUM FEI 2
SAE XW-30 viscosity grade FEI SUM FEI 2
SAE 10W-30 and all other viscosity gradesnot listed above
ASTM Sequence IVA (ASTM D6891) 90 (max) ASTM Sequence VIII (ASTM D6709) 26 (max) ASTM Sequence VID (ASTM D7589) 2.6% min 1.2% min after 100 hours aging 1.9% min 0.9% min after 100 hours aging 1.5% min 0.6% min after 100 hours aging
Table Q-5—ILSAC GF-5 Passenger Car Engine Oil Standard (Continued) Requirement Criterion
High temperature deposits Total deposit weight, mg
Filterability
EOWTT, % with 0.6% H2O with 1.0% H2O with 2.0% H2O with 3.0% H2O
EOFT, %
Fresh oil foaming characteristics Tendency, mL
Sequence I Sequence II Sequence III
Stability, mL, after 1-minute settling Sequence I Sequence II Sequence III
Fresh oil high temperature foaming characteristics
Tendency, mL Stability, mL, after 1-minute settling
ASTM D4951 0.08 (max) ASTM D7320 79% (min) ASTM D4951 or D2622 0.5 (max) 0.6 (max) ASTM D4951 0.06 (min) ASTM D5800 15 (max), 1 hour at 250°C (Note: Calculated conversions specified in D5800 are allowed.) ASTM D6417 10 (max) at 371°C TEOST MHT (ASTM D7097) 35 (max) TEOST 33C (ASTM D6335) 30 (max) Note: No TEOST 33C limit for SAE 0W-20. ASTM D6794 50 (max) flow reduction 50 (max) flow reduction 50 (max) flow reduction 50 (max) flow reduction Note: Test formulation with highest additive (DI/VI) concentration. Read across results to all other base oil/viscosity grade formulations using same or lower concentration of identical additive (DI/VI) combination. Each different DI/VI combination must be tested. ASTM D6795 50 (max) flow reduction ASTM D892 (Option A and excluding paragraph 11) 10 (max) 50 (max) 10 (max) 0 (max) 0 (max) 0 (max) ASTM D6082 (Option A) 100 (max) 0 (max)
Table Q-5—ILSAC GF-5 Passenger Car Engine Oil Standard (Continued) Requirement Criterion
Bench Test Requirements (continued) Aged oil low temperature viscosity
Measure CCS viscosity of EOT ROBO sample at CCS temperature corresponding to original viscosity grade
Aged oil low temperature viscosity Shear stability
10-hour stripped KV @ 100°C Homogeneity and miscibility Engine rusting
Average gray value
Emulsion retention 0°C, 24 hours 25°C, 24 hours
Elastomer compatibility
ROBO (ASTM D7528) If CCS viscosity measured is less than or equal to the maximum CCS viscosity specified for the original viscosity grade, run ASTM D4684 (MRV TP-1) at the MRV temperature specified in SAE J300 for the original viscosity grade. If CCS viscosity measured is higher than the maximum viscosity specified for the original viscosity grade in J300, run ASTM D4684 (MRV TP-1) at 5°C higher temperature (i.e., at MRV temperature specified in SAE J300 for the next higher viscosity grade). EOT ROBO sample must show no yield stress in the D4684 test and its D4684 viscosity must be below the maximum specified in SAE J300 for the original viscosity grade or the next higher viscosity grade, depending on the CCS viscosity grade, as outlined in a) or b) above. or ASTM Sequence IIIGA (ASTM D7320) a) If CCS viscosity measured is less than or equal to the
maximum CCS viscosity specified for the original viscosity grade, run ASTM D4684 (MRV TP-1) at the MRV temperature specified in SAE J300 for the original viscosity grade.
b) If CCS viscosity measured is higher than the maximum viscosity specified for the original viscosity grade in J300, run ASTM D4684 (MRV TP-1) at 5°C higher temperature (i.e., at MRV temperature specified in SAE J300 for the next higher viscosity grade).
c) EOT IIIGA sample must show no yield stress in the D4684 test and its D4684 viscosity must be below the maximum specified in SAE J300 for the original viscosity grade or the next higher viscosity grade, depending on the CCS viscosity grade, as outlined in a) or b) above.
ASTM Sequence VIII (ASTM D6709) Kinematic viscosity must remain in original SAE viscosity grade except XW-20 which must remain ≥ 5.6 mm2/s ASTM D6922 Shall remain homogeneous and, when mixed with ASTM Test Monitoring Center (TMC) reference oils, shall remain miscible. Ball Rust Test (ASTM D6557) 100 (min) ASTM D7563 No water separation No water separation ASTM D7216 Annex A2 Candidate oil testing for elastomer compatibility shall be performed using the five Standard Reference Elastomers (SREs) referenced herein and defined in SAE J2643. Candidate oil testing shall be performed according to ASTM D7216 Annex A2. The post-candidate-oil-immersion elastomers shall conform to the specification limits detailed below:
Elastomer Material (SAE J2643)
Test Procedure Material Property Units Limits
Polyacrylate Rubber (ACM-1)
ASTM D471 Volume % ∆ -5, 9
ASTM D2240 Hardness pts. -10, 10
ASTM D412 Tensile Strength % ∆ -40, 40
Hydrogenated Nitrile Rubber (HNBR-1)
ASTM D471 Volume % ∆ -5, 10
ASTM D2240 Hardness pts. -10, 5
ASTM D412 Tensile Strength % ∆ -20, 15
Silicone Rubber (VMQ-1)
ASTM D471 Volume % ∆ -5, 40
ASTM D2240 Hardness pts. -30, 10
ASTM D412 Tensile Strength % ∆ -50, 5
Fluorocarbon Rubber (FKM-1)
ASTM D471 Volume % ∆ -2, 3
ASTM D2240 Hardness pts. -6, 6
ASTM D412 Tensile Strength % ∆ -65, 10
Ethylene Acrylic Rubber (AEM-1)
ASTM D471 Volume % ∆ -5, 30
ASTM D2240 Hardness pts. -20, 10
ASTM D412 Tensile Strength % ∆ -30, 30
Applicable Documents: 1. SAE Standard, Engine Oil Viscosity Classification—SAE J300, SAE Handbook. 2. SAE Standard, Standard Reference Elastomers (SRE) for Characterizing the Effects on Vulcanized Rubbers, Proposed Draft 2003-5—SAE
J2643, SAE Handbook. 3. ASTM Annual Book of Standards, Volume 5, Petroleum Products and Lubricants, current edition. 5. M. Batko and D. F. Florkowski, “Low Temperature Rheological Properties of Aged Crankcase Oils,” SAE Paper 2000-01-2943. 6. M. Batko and D. F. Florkowski, “Lubricant Requirements of an Advanced Designed High Performance, Fuel Efficient Low Emissions V-6
Engine,” SAE Paper 01FL-265
Statistician Report
VH – VG SN Equivalency Limits
Statistics Group
October 20, 2017
Statistics Group
• Doyle Boese, Infineum
• Jo Martinez, Chevron Oronite
• Kevin O’Malley, Lubrizol
• Martin Chadwick, Intertek
• Richard Grundza, TMC
• Lisa Dingwell, Afton
• Todd Dvorak, Afton
• Travis Kostan, SwRI
2
Executive Summary • Four methods were utilized to develop proposed VH
Equivalency Limits to VG SN limits. • Recommended SN VH Equivalency Limits (and range of limits
obtained via the four methods) for each VH pass/fail parameter follow: – AES: 7.2 (7.2 – 7.9) – AEV50: 8.6 (8.4 – 8.8) – RAC: 7.7 (6.5 – 7.8) – APV50: 7.4 (6.4 – 7.6) – OSCR: TBD upon collection of a sufficient sample size of accepted
OSCR rated data. – HSR: 0
• The procedures used to obtain these SN Equivalency Limits can be utilized to obtain SJ, SL and SM Equivalency Limits.
3
Data
• Fuel Batches listed in the TMC database as 0121LS01, NF0121LS and NF0121LS01 are combined into NF0121LS01 in this analysis.
• Data is as of August 21, 2017.
• The current fuel batch is DJ0121NX10. This batch was used for the VH Precision Matrix.
4
HSR and OSCR
• HSR
– HSR VG Limits and Targets for ROs 940 and 1009 for VG are 0.
– VH Targets for ROs 940 and 1009 are 0.
– Recommend VH HSR Equivalency Limit be 0.
• OSCR
– Data is being generated to develop Targets for the VH.
5
Adjusted VG AES Versus Fuel Batch
• The fuel batches are plotted in chronological order. • The average severity adjusted AES result for both oils trend in parallel
dependent on the Fuel Batch.
6
Adjusted VG AEV Versus Fuel Batch
• The fuel batches are plotted in chronological order. • Both oils have AEV means above target for the last 3 fuel batches.
7
Adjusted VG RAC Versus Fuel Batch
• The fuel batches are plotted in chronological order. • The average of the severity adjusted RAC results for RO 940 are more variable than
for 1009.
8
Adjusted VG APV Versus Fuel Batch
• The fuel batches are plotted in chronological order. • The average severity adjusted APV result for both oils trend in parallel dependent on
the Fuel Batch.
9
Methods Utilized There are a number of potential methods to estimate VH – VG Equivalency. Methods utilized in this analysis follow: • Simple Model:
1. Utilize line connecting VG/VH Target pairs for Reference Oils 940 and 1009 to project VH – VG Equivalency.
• The data utilized to estimate the target were based on severity adjusted results. Therefore, the targets for both oils are tied back to test start severity level.
2. Utilize line connecting VG/VH pairs of averages for Reference Oils 940 and 1009 based on current fuel batch (DJ0121NX10).
• The deviation from the mean of severity adjusted results appears to be dependent on the batch of fuel being used for some parameters. This method uses the current fuel batch (DJ0121NX10).
• Pass Probability: 3. VH limit is set such that its probability of passing is equivalent to the VG
(based on VG and VH targets for Reference Oils 940 and 1009). 4. VH limit is set such that its probability of passing is equivalent to the VG
[based on averages for Reference Oils 940 and 1009 based on current fuel batch (DJ0121NX10)].
10
Methods Utilized (Continued)
• The sample sizes of the data sets used for the two methods are similar except for RO 1009 VG.
OilTarget Current Fuel Batch Target Current Fuel Batch
940 5 6 7 81009 30 4 8 8
Sample Sizes of Data Sets Utilized
VHVG
11
Data Utilized • Both probability methods 3 and 4 utilize the LTMS standard
deviations. • The averages utilized are tabulated below.
– The averages for Methods 1 and 3 are LTMS targets. – The averages for Methods 2 and 4 are of the current fuel batch
(DJ0121NX10). – The VG averages (targets and current fuel batch) and VH current fuel
batch averages are based on severity adjusted results. – The VH targets are LS means.
• Both Methods 1 and 2 are based on severity adjusted reference oil results.
• The following two sections graphically illustrate the method, however, the numbers are calculated using models.
14
METHOD 1
AES VH – VG SN Equivalency Based on VG and VH Targets (Method 1)
• Extrapolation of the line connecting the targets for Oils 940 and 1009 yields a VH Equivalency of the VG SN limit (8.0) of 7.24.
VG SN Limit
VH Equiv.
Term EstimateIntercept 3.32VG AES 0.49
16
AEV VH – VG SN Equivalency Based on VG and VH Targets (Method 1)
• Interpolation of the line connecting the targets for Oils 940 and 1009 yields a VH Equivalency of the VG SN limit (8.9) of 8.79.
• Due to small difference in VG limits for ROs 940 and 1009, the equation of the line is suspect resulting in a low slope (0.2), however, because VG limit is between ROs and there is little separation between them, the resulting VH Equivalence is likely proper.
VG SN Limit
VH Equiv.
Term EstimateIntercept 7.01VG AEV 0.20
17
RAC VH – VG SN Equivalency Based on VG and VH Targets (Method 1)
• Interpolation of the line connecting the targets for Oils 940 and 1009 yields a VH Equivalency of the VG limit (8.3) of 7.77 [Ln(10-RAC) = 0.8018].
• Due to close proximity of VG SN RAC limit to 940 RAC Target, there is increased confidence in the estimated equivalence.
Term EstimateIntercept 7.09VG RAC -0.76
VG SN Limit
18
APV VH – VG SN Equivalency Based on VG and VH Targets (Method 1)
• Interpolation of the line connecting the targets for Oils 940 and 1009 yields a VH Equivalency of the VG SN limit (7.5) of 7.62.
Term EstimateIntercept 0.76VG APV 0.92
VG SN Limit
19
METHOD 2
AES VH – VG SN Equivalency Based on Current Fuel Batch Averages (Method 2)
• Extrapolation of the line connecting the targets for Oils 940 and 1009 yields a VH Equivalency of the VG SN limit (8.0) of 7.18.
VG SN Limit
VH Equiv.
Term EstimateIntercept 3.60VG AES 0.45
21
AEV VH – VG Equivalency Based on Current Fuel Batch Averages (Method 2)
• The VG SN limit is slightly lower than the averages of both Oils 940 and 1009, however since they are similar both should be used which yields a VH Equivalency of the VG SN limit (8.9) of 8.56.
• Due to small difference between the AEV averages of RO 940 and 1009 and the VG SN limit being close to the RO 940 VG average, the VH Equivalence is relatively tightly bound.
VG SN Limit
VH Equiv.
Term EstimateIntercept -2.03VG AEV 1.19
22
RAC VH – VG Equivalency Based on Current Fuel Batch Averages (Method 2)
• Interpolation of the line connecting the targets for Oils 940 and 1009 yields a VH Equivalency of the VG SN limit (8.3) of 7.70 [Ln(10-RAC) = 0.8340].
• Due to close proximity of VG RAC limit to 940 RAC average, there is increased confidence in the estimated equivalence.
VG SN Limit
VH Equiv.
Term EstimateIntercept 7.12VG RAC -0.76
23
APV VH – VG Equivalency Based on Current Fuel Batch Averages (Method 2)
• Interpolation of the line connecting the targets for Oils 940 and 1009 yields a VH Equivalency of the SN VG limit (7.5) of 7.44.
• Due to close proximity of VG APV limit to 940 APV average, there is increased confidence in the estimated equivalence.
VG SN Limit
VH Equiv.
Term EstimateIntercept 3.95VG APV 0.47
24
PROBABILITY METHODS
Probability Method
• The VH Equivalency Limit is calculated such that the probability of passing it is the same as for passing the VG for a particular oil. – For example, if the probability of Oil A
passing the VG is 5%, the VH Equivalency Limit would be set such that the probability of Oil A passing the VH is 5%.
• The method is applied separately for ROs 940 and 1009.
• This method takes into account the differences in variability of the 2 tests, however, the limit is based on only one oil.
• Because the VG limits are specified to 1 decimal place and the results are specified to 2, the limit used to calculate the equivalency limit is the VG limit minus 0.04 or 0.05 per ASTM rounding guidelines.
• The LTMS standard deviations are used for both Methods 3 and 4.
VG Limit VH Equivalency Limit
X%
26
METHOD 3 – PROBABILITY METHOD BASED ON RO TARGETS
AES VH - VG SN Equivalency Limit using Probability Method Based on Targets (Method 3)
• Due to the VG and VH Means being similar for RO 940 but differing for 1009, the limits associated with the two oils differs significantly.
• A general argument could be made for using the Average Equivalency Limit because both oils are utilized for its calculation.
• In this case, using the limit based on RO 1009 appears more proper because both oils are below the limit but RO 1009 is closer.
Oil Pass VH Equiv.Mean s Mean s Specified Effective Probability Limit
• Recommend estimates based on Method 2 because: – This method more properly utilizes both reference oils. – This method is based on results using a common fuel batch which
appears to impact the severity adjusted results. Parameter VG Limit
Method 1 Method 2940 1009 Average 940 1009 Average
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