Adoption of PC-11 into API 1509 - API...

Adoption of PC-11 into API 1509

Dec. 10, 2015

Moved by Gail Evans, LubrizolSecond Greg Raley, Motiva

Allow the use of API CK-4 and API FA-4 standard (PC-11 standard as approved by the ASTM D02.B0) in the API Service Symbol Donut

Passed by Lubricants Group Voice Vote 10-DEC-2015

REVISED D02.B0 BALLOT ITEM

Page 1 of 9

This document is not an ASTM standard; it is under consideration within an ASTM technical committee but has not received all approvals required to become an ASTM standard. You agree not to reproduce or circulate or quote, in whole or in part, this document outside of ASTM Committee/Society activities, or submit it to any other organization or standards bodies (whether national, international, or other) except with the approval of the Chairman of the Committee having jurisdiction and the written authorization of the President of the Society. If you do not agree with these conditions, please immediately destroy all copies of the document. Copyright ASTM International, 100 Barr Harbor Drive, West Conshohocken, PA 19428. All Rights Reserved.

Date: 10/30/15 12/9/15 To: ASTM D02.B0 Members Tech. Contact: Lyle Bowman, D02.B0.10 Facilitator <[email protected]> Revised WK51955 Ballot action: Interim revision of D4485 (two test methods included that are not yet balloted separately, approved, and assigned “D” numbers) Rationale: Incorporate two new heavy duty engine oil categories into the D4485 specification

Note: Only changes in initial WK51955 current D4485 are included detailed

below. Additions are underlined and deletions are crossed out.

2.1.1 Interim test methods WK50204 (T-13) and WK51937 (COAT)

3.1.2 category, n—in engine oils, a designation such as SJ, SL, SM, SN, CH-4, CI-4, CJ-4, CK-4, FA-4,

Energy Conserving, Resource Conserving, and so forth, for a given level of performance in specified

engine and bench tests.

4.1.6 CK-4 or FA-4—Oil meeting the performance requirements measured in the following diesel and gasoline

engine tests, and bench and chemical tests.

4.1.6.1 Test Method D7156, the Mack T-11 diesel engine test has been shown to generate soot-related oil

thickening in a manner similar to 2002 EGR emission-controlled heavy-duty engines with electronic injection

control. This engine test uses fuel with sulfur content of 500 mg/kg.

4.1.6.2 Test Method D7422, the Mack T-12 diesel engine test is used to measure engine oil performance with

respect to piston ring and cylinder liner wear, bearing corrosion, and oil consumption, using an in-line six cylinder,

four-stroke, direct injection, turbo-charged engine with exhaust gas recirculation at levels expected for 2007

emission control engines. This engine test uses fuel with ultra low sulfur content of 15 mg/kg.


Page 2 of 9

4.1.6.3 Test Method D7549, the Caterpillar C13 Advanced Combustion Emission Reduction Technology

(ACERT) is an in-line six-cylinder engine used to measure engine oil consumption and piston deposits. The engine

is equipped with a single-piece forged steel piston used in emission controlled engines. This engine test uses fuel

with ultra low sulfur content of 15 mg/kg.

4.1.56.4 Test Method D7484, the Cummins ISB diesel engine test is used to evaluate oil performance with

respect to cam and tappet wear with high soot level in the engine oil. This is an in-line six cylinder turbo-charged

engine with a common-rail fuel system for emission control. This engine test uses fuel with ultra low sulfur content

of 15 mg/kg.

4.1.6.5 Test Method D7468, the Cummins ISM diesel engine test is used to evaluate oil performance with respect

to valve train wear, sludge and oil filter plugging with a high soot level in the engine oil. This is an in-line six

cylinder, turbo-charged engine with EGR for emission control. This engine test uses fuel with sulfur content of 500

mg/kg.

4.1.6.6 Test Method D6750, the 1N diesel engine test, has been used to predict piston deposit formation in four-

stroke cycle, direct injection, diesel engines that have been calibrated to meet 1994 U.S. federal exhaust emissions

requirements for heavy-duty engines operated on fuel containing the mass fraction of sulfur less than 0.05 %.

4.1.6.7 Test Method D6984, the Sequence IIIF test, is used to measure bulk oil viscosity increase, which

indicates an oil's ability to withstand the higher temperatures found in modern diesel engines. (An alternative is Test

Method D7320, the Sequence IIIG test.)

4.1.6.87 Test Method D5966, the roller follower wear test (RFWT), has been correlated with hydraulic roller cam

follower pin wear in medium-duty indirect injection diesel engines used in broadly based field operations.

4.1.6.98 Test Method D4684 D6896 (MRV TP-1) has been shown to predict field failures resulting from poor

low temperature pumpability.

4.1.6.109 Test Method D7109, a diesel injector shear test, has been shown to correlate with permanent shear loss

of engine oils in medium-duty direct injection diesel engines used in broadly based field operations.

4.1.6.1110 Test Method D6594 operated at 135 °C, a high temperature corrosion bench test (HTCBT), has been

shown to predict corrosion of engine oil-lubricated copper and lead containing components used in diesel engines.

4.1.6.1211 Test Methods D4171, D4683, and D5481 High Temperature High Shear (HTHS) tests are part of the

SAE J300 Viscosity Classification System.

4.1.6.1312 Test Method D892, a foaming test, Sequences I, II, and III, has been shown to predict foaming of

engine oils in diesel engines.

4.1.6.1413 Test Method D7216, the Elastomer Compatibility Test, is used to measure the performance of four

widely used elastomer compounds when exposed to diesel engine oils.

4.1.6.15 Test Method D6894, the EOAT procedure, has been correlated with oil aeration in diesel engines

equipped with HEUI used in medium-duty diesel engines.

4.1.6.14 Test Method WK50204, the Volvo T-13 diesel engine test method is used to evaluate the oxidation

resistance performance of engine oils in turbocharged and intercooled four-cycle diesel engines equipped with EGR

and running on ultra-low sulfur diesel fuel.


Page 3 of 9

4.1.6.15 Test Method WK51937, the Caterpillar-C13 Engine Oil Aeration Test (COAT) method evaluates an

engine oil's resistance to aeration under high-engine-speed, zero load conditions using a direct-injection,

turbocharged, after-cooled, six-cylinder diesel engine designed for heavy-duty, on-highway truck use.

4.1.6.1616 Licensing of the API CK-4 or FA-4 category by the American Petroleum Institute (API) requires that

candidate oils meet the performance requirements in this specification, and that the oils be tested in accordance with

the protocols described in the ACC Petroleum Additives Product Approval Code of Practice. The methodology

detailed in the ACC Code will help ensure that an engine oil meets its intended performance specification. (See

Appendix X3 for more information.)

Renumber current 4.1.6 through 4.1.8 as 4.1.7 through 4.1.9.

5. Performance Requirements

5.1 The oils identified by the categories discussed in Section 4 shall conform to the requirements listed in Tables 1-3.

TABLE 3 C Engine Oil Categories CJ-4

Category Test Method Rated or Measured Parameter Primary Performance Criteria

One-test Two-test W Three-test W

CK-4 or FA-4

D7422 (T-12) Y Top Ring Mass Loss, mg, max Cylinder Liner Wear, m, max

105 24.0

105 24.0

105 24.0

WK50204 (T-13) IR Peak at EOT, Abs., cm-1

Kinematic Viscosity Increase at 40 oC, % max Avg. Oil Consumption, 48 h to 192 h, g/h, max

125 75 Report

130 85 Report

133 90 Report

D7156 (T-11) X TGA % Soot at 4.0 mm2/s increase, at 100 oC, min TGA % Soot at 12.0 mm2/s increase, at 100 oC, min TGA % Soot at 15.0 mm2/s increase, at 100 oC, min

3.5 6.0 6.7

3.4 5.9 6.6

3.3 5.9 6.5

D7549 (C13) W Merit rating,WV min 1000 1000 1000

WK51937 (COAT) Y Average Aeration W, 40h to 50 h, % 11.8 11.8 11.8

D7484 (ISB) Slider tappet mass loss, mg, average, max 100 108 112

Cam lobe wear, μm, average, max 55 59 61

Crosshead mass loss, mg, average Report Report Report

D7468 (ISM) W Top Ring Mass Loss, mg, max Merit Rating,VW

100 1000

100 1000

100 1000

D6750 (1N) Weighted demerits (WDN), max 286.2 311.7 323.0


Page 4 of 9

Category Test Method Rated or Measured Parameter Primary Performance Criteria

Top groove fill (TGF), %, max 20 23 25

Top land heavy carbon (TLHC), %, max 3 4 5

Oil consumption, g/kWh, (0 h – 252 h), max (g/MJ) (0 h – 252 h), max

0.54 (0.15)

0.54 (0.15)

0.54 (0.15)

Piston, ring, and liner scuffing none none none

Piston ring sticking none none none

D5966 (RFWT) Average pin wear, mils, max 0.30 0.33 0.36

(μm) max (7.6) (8.4) (9.1)

CK-4 and FA-4 Bench Tests Measured Parameter Primary Performance Criteria CK-4 and FA-4 Bench Tests Measured Parameter Primary Performance Criteria CK-4 FA-4 SAE J300 Viscosity Grade xW-30, xW-40 xW-30

D4683 (High temperature/High shear) or D4171 or D5481 Viscosity at 150 °C, mPa-s, xW-30 Grades min 3.5 2.9 xW-30 Grades max n/a 3.2 XwxW-40 Grades Meet SAE J300 n/a D6594 (135 °C HTCBT) Copper, mg/kg increase, max 20 20 Lead, mg/kg increase, max 120 120 Copper strip rating, max 3 3

D7109 Kinematic viscosity after 90 pass Shearing, mm22/s at 100 °C, min xW-30 9.3 9.3 0W-40 12.5 n/a Other xW-40 12.8 n/a HTHS Viscosity (see above methods) at 150 °C, min xW-30 Grades 3.4 2.8 D5800 (Noack) Evaporative loss at 250 °C, %, max 13 13 D892 Foaming/settling, mL, max Sequence I 10/0 10/0 Sequence II 20/0 20/0 Sequence III 10/0 10/0 D6896 (Sooted Oil MRV TP-1) (D7156 Engine test requirement) Viscosity, 180 h used oil sample from a T-11/T-11a test, tested at –20 °C,mPa-s, max 25,000 25,000 Yield Stress of the 180 h used oil sample above, Pa max <35 <35 Chemical Limits (non-critical) D874 Mass fraction sulfated ash, %, max 1.0 1.0


Page 5 of 9

D4951 Mass fraction phosphorus, %, max 0.12 0.12 D4951 Mass fraction sulfur, %, max 0.4 0.4 CK-4 and FA-4 Bench Tests, cont’d—D7216 (Seal Compatibility) CK-4 FA-4 Nitrile (NBR) Volume Change, % (+5, -3) (+5, -3) Hardness Change, Points (+7, -5) (+7, -5) Tensile Strength Change (+10, -TMC 1006) (+10, -TMC 1006) % Elongation at Break Change, % (+10, -TMC 1006) (+10, -TMC 1006) Silicone (VMQ) (+TMC 1006, -3) (+5, -TMC 1006) (+10, -45) (+20, -30) Volume Change, % (+TMC 1006, -3) (+TMC 1006, -3) Hardness Change, Points (+5, -TMC 1006) (+5, -TMC 1006) Tensile Strength Change (+10, -45) (+10, -45) % Elongation at Break Change, % (+20, -30) (+20, -30) Polyacrylate (ACM) (+5, -3) (+8, -5) (+18, -15) (+10, -35) Volume Change, % (+5, -3) (+5, -3) Hardness Change, Points (+8, -5) (+8, -5) Tensile Strength Change (+18, -15) (+18, -15) % Elongation at Break Change, % (+10, -35) (+10, -35) Fluoroelastomer (FKM) Volume Change, % (+5, -2) (+5, -2) Hardness Change, Points (+7, -5) (+7, -5) Tensile Strength Change (+10, -TMC 1006) (+10, -TMC 1006)


Page 6 of 9

% Elongation at Break Change, % (+10, -TMC 1006) (+10, -TMC 1006) Vamac G Volume Change, % (+TMC 1006, -3) (+TMC 1006, -3) Hardness Change, Points (+5, -TMC 1006) (+5, -TMC 1006) Tensile Strength Change (+10, -TMC 1006) (+10, -TMC 1006) % Elongation at Break Change, % (+10, -TMC 1006) (+10, -TMC 1006) Unadjusted Specification Limits for Elastomer Compatibility

NOTE 1—These are the unadjusted specification limits for elastomer compatibility. Candidate oils shall, however,

conform to the adjusted specification limits, the calculation of which is described in Annex A4.

NOTE 1—TMC 1006 is the designation for the reference oil used in this test method. This designation represents

the original blend or subsequent approved re-blends of TMC 1006.

W See Annex A6 for additional information X MRV requirement listed as a bench test (Items 12/13) W MTAC accomplished by calculating merits based on average results

Y MTAC determined with no option to exclude valid test results

NOTE 6—Intended service applications for the various categories described in 4.1.1 – 4.1.8 can be found in API 1509. Applicable sections of that publication have been included in Appendix X2.

6. Test Procedures

6.9 For CK-4 or FA-4 test results to be valid from the following test types, they shall have been conducted in

stands/equipment in current calibration by the TMC: Test Methods D874, D5800, D5966, D6594, D6750, D6896

D6894, D6984, D7156, D7216, D7320, D7422, D7468, D7484, D7549, WK50204 (T-13), and WK51937 (COAT).

ANNEXES

A1.1.2 For heavy-duty categories and most CH-4, CI-4, and CJ-4, CK-4, and FA-4 parameters, outlier criteria are

specified in the following annexes, and tiered, constant, or other pass criteria are shown in Table 3.


Page 7 of 9

A5. CJ-4, CK-4 and FA-4 MULTIPLE TEST PROGRAMS AND TEST METHOD D7422 (T-12), D7549 (C13), AND D7468 (ISM) MERIT RATING SYSTEM APPLICATIONS

A5.1 For the CJ-4, CK-4 and FA-4 test parameters on which outlier criteria apply (contained in Table A5.1), if

three or more tests are run, one complete test can be discarded if

A5.2 The T-12, C13 and ISM Merit Rating Systems calculation methodology is described in the corresponding test

methods. (Note—the T-12 Merit Rating System does not apply to the CK-4 and FA-4 categories.)

A5.4.1 If all of the test parameter results from a given test method are equal to or better than the Anchor values

shown in the corresponding table, this is a passing merits result. MTAC accomplished by calculating merits based

on averaged results.

A6. CK-4 or FA-4 MULTIPLE TEST PROGRAMS AND TEST METHOD D7549 (C13) AND D7468 (ISM) MERIT RATING SYSTEM APPLICATIONS

A6.1 For the CK-4 or FA-4 test parameters on which outlier criteria apply (contained in Table A6.1), if

three or more tests are run, one complete test can be discarded if the outlier criteria defined in Practice E178 are met at a significance level of 5%.

A6.1.1 Section 8 (Recommended Criteria for Known Standard Deviations) of Practice E178 is used to determine outliers. The standard deviation applied in the outlier determination for each parameter is shown in Table A6.1.

TABLE A6.1 Outlier Test Determination Values

_______________________________________________________________________________ Test Parameter Standard Deviation

_______________________________________________________________________________ WK50204 (T-13) IR Peak at EOT, A/cm 11.0 WK50204 (T-13) Kinematic Viscosity Increase at 40°C,% 1.21 square root (KV40) transform D7156 (T-11) %Soot at 4.0mm2/sec increase 0.20

D7156 (T-11) %Soot at 12.0mm2/sec increase 0.50 D7156 (T-11) %Soot at 15.0mm2/sec increase 0.61 D7484 (ISB) Slider tappet mass loss, mg, average 14.8 D7484 (ISB) Cam Lobe Wear, microns 5.0 D6750 (1N) Weighted demerits (WDN) 27.1 D6750 (1N) Top groove fill (TGF), % 0.488165 ln(TGF+1)

transform D6750 (1N) Top land heavy carbon (TLHC), % 0.9 ln(TLHC+1) transform D6750 (1N) Average Oil consumption, g/kWh 0.045 D5966 (RFWT) Roller Follower Pin Wear, mils, max 0.04

_____________________________________________________________________________ A6.2 The C13 and ISM Merit Rating Systems calculation methodology is described in the corresponding

test methods. A6.3 Tables A6.2-A6.3 each contain Maximum, Anchor and Minimum values, as well as Weight values, for

the specified tests and the test parameters. A6.4 Application of the C13 and ISM Merit Rating Systems to single and multiple test results follows the

guidelines provided below:

TABLE A6.2 Caterpillar C13 Merit System


Page 8 of 9

TABLE A6.3 Cummins ISM Merit System

A6.4.1 If all of the test parameter results from a given test method are equal to or better than the Anchor values shown in the corresponding table, this is a passing merits result.

A6.4.2 If all of the test parameter results from a given test method exactly meet the Anchor values in the corresponding table, each test result receives merits equal to the Weight values and the total merit rating of 1000 is a passing merits result.

A6.4.3 If any of the test parameter results from a given test method are at the Maximum values shown in the corresponding table, zero merit points are earned for that parameter.

A6.4.4 If any of the test parameter results from a given test method are worse than the Maximum values shown in the corresponding table, this is a failing result.

A6.4.5 If results for all of the test parameters from a given test method are better than the corresponding Maximum values, but one or more results is worse than the corresponding Anchor values, the appropriate Merit Rating System applies a mathematical calculation methodology to determine whether marginal results worse than the Anchor values are compensated by better than Anchor values on other test parameters.

A6.4.6 If any of the test parameters from a given test method are at or better than the Minimum values shown in the corresponding table, merit points are received equal to twice the Weight values in the corresponding table for that parameter.

A6.4.7 Multiple test evaluation for a given test method consists of averaging the individual test parameter results across multiple tests. The C13 and ISM Merit Rating Systems are then applied to the averages of the test parameter results.

A6.5 Multiple Test Acceptance Criteria (MTAC) is one of several data-based approaches for evaluation of the quality and performance of a formulation where more than one test may be run. For a candidate tested once, test data for each criterion shall be a pass. For a candidate tested more than once, the average value of each result shall be a pass. Data are rounded in accordance with the procedures specified in Practice E29.

A6.5.1 For categories CK-4 and FA-4 WK51937 (COAT) Average Aeration (40 h-50 h), the following process shall be used to calculate the MTAC mean of test results for a formulation with two or more operationally valid test results without the MTAC provision to discard any valid test result..

A6.5.2 For categories CK-4 and FA-4 D7422 (T-12) Top Ring Mass Loss, mg and D7422 (T-12) Cylinder Liner Wear, microns, the following process shall be used to calculate the average of test results for a formulation with two or more operationally valid test results without the MTAC provision to discard any valid test result.

A6.5.3 Obtain severity adjusted (if applicable) test results for engine test of interest. A6.5.4 Calculate the arithmetic average of the test results for each test criterion. A6.5.5 Round each criterion average to the same number of decimal places as in the applicable criterion

pass limit. A6.5.6 Compare each rounded criterion average to its applicable pass limit to determine if performance

criteria have been met.


Page 9 of 9

December 10th, 2015

JW Marriott Austin110 E 2nd Street Austin, Texas 78701

June 21st , 2011 the EMA/TMA made a request of the DEOAP for a new Heavy-Duty Diesel Engine Oil Performance Standard.

Drivers for the new category included:

U.S. Environmental Protection Agency (EPA) is in process of adopting regulations which will mandate improvements in fuel efficiency from heavy-duty on-highway diesel engines and vehicles, beginning in 2014 with additional efficiency improvements beginning in 2017 (the GHG Rule.).

Engine lubricant performance can have a significant influence on an engines’ ability to achieve EPA’s GHG emissions goals.

Anticipated test obsolescence

EMA/TMA requests that the PC-11 category be split into two separate and distinct subcategories with corresponding HTHS performance levels: One that preserves historical heavy-

duty oil criteria One that provides fuel efficiency

benefits.

Improvements or changes in performance, relative to API CJ-4 Oils included: Oxidation stability Aeration benefits Shear stability Scuffing/Adhesive wear control Compatibility with biodiesel blends

Note: Supporting data was provided for the performance improvements requested

Three Phase Process Phase 1: Category Request/Evaluation

NCET Established (June 2011-December 2011)

Phase 2: Category Development NCDT Established (December 2011-December 2015)

Phase 3: Category Implementation DEOAP (December 2015- December 2016)

Consensus Process with Major Stakeholder all included:

API Oil Marketers EMA Representative (On-and Off- Hwy) ACC Representative Engine Tests Labs Trade associations including ASTM, SAE, etc.

Open meetings to allow all interested parties to participate.

Performance Challenges How is shear stability to be evaluated? What oxidation test will be used? Need to better define biodiesel compatibility What should the HTHS be for the lower viscosity/fuel economy specification?

Development Challenges Very aggressive time line required to meet first license date target Multiple new tests to be developed Precision / BOI / VGRA matrix costs likely to be very high Potential resource limitations due to overlap with GF-6

Marketing Challenges How are we to market this? What is the plan for educating the consumer education? What will the new category be called?

A. Support the request for the new category and recommend to DEOAP that the request be forwarded to the API Lubricants Committee for consideration to proceed with category development. This recommendation shall identify the need for the category, recognize its feasibility, provide a timetable for category development, suggest draft language for the category, and identify the proposed method for funding development of the new category. The API Co-Chairperson of the DEOAP shall present the DEOAP recommendation, along with appropriate documentation, to the API Lubricants Committee for consideration at its next meeting.

B. Deny the request, explaining to the sponsor in writing the reasons for the denial. The sponsor has the option of resubmitting the request with additional information.

C. Not reach consensus. If the NCET cannot reach consensus on the request for a new performance category, the API Co-Chairperson shall provide the API Lubricants Committee with the vote outcome and a summary of the reasons for the action.

The NCET’s specific charge is to evaluate the request and to make one of the decisions below:

7

New Category Development Team (NCDT)

API, ACC, EMA, Liaison Members (ILMA, SAE, ASTM) manage development of new category by consensus process

API Drafts user language Develops licensing

Timeline Develops BOI and

VGRA guidelines

EMA Proposes Test Provides Hardware Identifies reference

oil(s) Adjusts category

targets

ASTM Coordinates test

procedure and precision development

Ensures compliance with timetable

Establishes performance limits

ACC Implements template

guideline Revises Code of

Practice

25 & 26 June 2014

PC-11 Specification – Critical TestsCharacteristic PC-11 A

(High HTHS)PC-11 B

(Low HTHS)Test That Measures

Parameter (new)Piston Deposits, Fe and Oil Consumption X X C13Piston Deposits, Al and Oil Consumption X X 1NRing and Liner Wear X X T-12 (New Limits)Soot Valvetrain Wear (Abrasive and Rolling) X X RFWTSoot Valvetrain Wear (Sliding Wear) X X ISBSoot / EGR/ Valvetrain Wear/Valve Stem / GuideWear (Abrasive and Corrosive) X X ISM

Thermal Stability (Oxidation) X X Volvo T-13Oil Aeration X X Cat Oil Aeration TestSoot/Viscosity in EGR Engines X X T-11Elastomer Compatibility X X ASTM D7216 Used Oil Viscometrics (Low Temp) X X MRV (T-11) High Temperature Corrosion X X HTCBTShear Stability KO 90 Pass KO 90 Pass 12.8cSt min Xw-40(ex. 0W-40);

Xw-30 stay in gradeVolatility 13% max 13% max NOACK (D5800)Foaming X X ASTM D892Filter Plugging/ Sludge X X ISM Chemical Limits (Ash, Phos., Sulfur) X X D874, D4951, D2622High Temperature/High Shear Limit (Fresh Oil) 3.5cP min 2.9 – 3.2 cP HTHS (D4683)High Temperature/High Shear Limit (After KO 90) 3.4 min 2.8 min HTHS (D4683)

Blue indicates existing test

Yellow indicates new test/limit

Fuchsia indicates a replacement test with new limits

Volvo T-13 Oxidation TestTest Operating Conditions: Test Engine - MP 8 US10 (500 hp) 360 hr Test Over-fueled, High Peak Cylinder Pressure High Oil Temperature – 130 C Main Gallery Reduced Sump Capacity

Pass/Fail Criteria: IR Peak Oxidation at 360 hrs. Viscosity Increase - % KV40 increase from 300-360hrs

Caterpillar Aeration TestTest Operating Conditions: Test Engine: Caterpillar C-13 50 hr Test 1800 rpm, No Load, 2.2 gal/hr fuel rate Micro-Motion Meter measures oil density to calculate

%aerationPass/Fail Criteria: Average % aeration 40-50hrs.

Specification Units Proposed Limits

New Oil Viscosity PC-11A PC-11BViscosity Grade (SAE J300) xW-30; xW-40 xW-30Fresh Oil HTHS Viscosity, at 150°CxW-30 Grades; minimum mPa-s 3.5 2.9

maximum mPa-s n/a 3.2

xW-40 GradesMeet SAE

J300 n/a

Sheared Oil Viscosity (D7109)Kinematic Viscosity at 100°C, minxW-30 Grades mm2/s 9.3 9.30W-40 mm2/s 12.5 n/aOther xW-40 Grades mm2/s 12.8 n/a

HTHS Viscosity at 150°C, minxW-30 Grades mPa-s 3.4 2.8

*Not to scale**Approx. HTHS scale

16

14

12

10

SAE 30

SAE 40

SAE 20

~3.5

KIN. VISCOSITY (mm2/s) @100°C

HTHS VISCOSITY (mPa-s) @150°C

~4.2

~3.2

~2.9

CJ-4 CK-4

(PC-11A)

FA-4 (PC-11B)

• Numerous options discussed

• Taskforce formed to make recommendations

• SAE J300 Modification for PC-11? SAE 10W- 26 Suffix “L” and “H”

• Direction/suggestion form API LG For the high HTHS (PC-11A) the API LG

was comfortable with the category name CK-4.

For the low HTHS (PC-11B) the discussion centered on how to establish an evergreen aspect to the categories. Minimize Number of Characters Distinct difference between PC-11A High Vis and PC-11B Low Vis. Evergreen Name/Symbol The Low Viscosity oil does not sound like the High Viscosity Oil

High HTHS

Low HTHS

Comments

Option#1

CK-4 CK-4 High HTHS = backward compatibleLow HTHS = Not backwards compatible

Option #2

CK-4 HD 3.0 High HTHS possibly drop “-4”Low HTHS = Nomenclature substantially different then High HTHS

Option #3

CJ-4 Plus

CK-4 High HTHS = backward compatibleLow HTHS = Not backwards compatible

Option#4

CJ-4 Plus

HD 3.0 High HTHS = backward compatibleLow HTHS = Nomenclature substantially different then High HTHS

Option #5

CK-4 DK-4 High HTHS = backward compatibleLow HTHS = D” designation would offer parallel path for coexistence. Not backwards compatible

Option #6

CK-4H CK-4L

Option #7

CK-4 CK-4 RC

• Consumer Focus Group on options provided a lot of good insight

Study coordinated through API and third party.

Options for possible revisions to API donut

• Recommended category naming nomenclature:

• PC-11A = CK-4• PC-11B = FA-4

• API working with external PR firm to develop a communication plan Build API web page for PC-11/CK-4/FA-4 Test

donut options Launch campaign through Motor Oil Matters

Facebook and Twitter Seek out speaking opportunities at industry

events Design MATS booth for new category promotion * Concepts only for

consumer testing

NCDT Taskforces Review and Recommend New Performance Test

Taskforce on Oxidation/Nitration recommends Volvo T-13 for oxidation. Taskforce on Aeration recommends Caterpillar Oil Aeration Test Shear Stability Taskforce recommends more severe limits on current 90 cycle

shear test for xW-40 grades (except for 0W-40) Biodiesel taskforce concluded no available test and no need to include a test at

this time. No scuffing/adhesive wear test. Development of this test continues. Sufficient

data not available soon enough to support inclusion in this category.

BOI/VGRA group recommends precision matrix based on available funding from funding group

Recommended category naming nomenclature and structure to API LG

• PC-11A = CK-4• PC-11B = FA-4

HDEOCP works to develop consensus through exit criteria ballots addressing key issues with new and carryover tests. Carry-over tests from CJ-4 Test limits for new and existing tests

Task Forces for new tests transition into ASTM Surveillance Panels Volvo T-13 Caterpillar Oil Aeration Test

Development of ASTM B ballot – Issued Nov. 2, 2015

NCDT is in Agreement After the ASTM Vote all of its original goals and objectives have been met The team will forward all procedures, facts, data, and information that is

pertinent to the new category to the DEOAP The DEOAP and NCDT meet to ensure that the tests developed under NCDT

guidance satisfy the need expressed by the original sponsor

When the DEOAP and NCDT Meet: Ensure that the tests developed under NCDT guidance satisfy the need

expressed by the original sponsor Performance targets contained in the proposed consumer language are met by

the tests proposed for the category Timetable is acceptable Test methods chosen to define the new standard represent the most cost-

effective means of establishing the new performance level. API BOI/VGRA Guidelines are evaluated and being established DEOAP Co-Chairpersons, complete a Category Development Package and with

a recommendation for formal approval, to the API Lubricants Group API Lubricants Group Approves the complete package including the final

consumer language

For the ASTM Functional Group Review the appropriateness of the test data developed for

discrimination and precision. Agree on the final description for each new performance test and

that the optimum test methods and performance limits have been chosen.

At least one “demonstration” reference oil capable of meeting all minimum performance criteria is required.

For the ACC functional group, Ensure that the ACC Code of Practice includes each of the new

engine performance tests

From SAE and other cooperating agencies Any standards, codes, and publications that are necessary parts of

the new category.

Activity2011 2012 2013 2014 2015 2016 2017

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4QEMA Requests New Category

NCET

NCDT / DEOAP NCDT

Test Development

HDEOCP

Matrix, BOI, VGRA

Technology DemonstrationLimit Setting & Spec.FinalizationOil Qualification/API Licensing

Toda

y

NCDT DEOAP

First Licensing December 1st, 2016

5.X.X.X CK-4 — For 2017 Heavy-Duty Diesel Engine Service

API Service Category CK-4 describes oils for use in high-speed four-stroke cycle diesel engines designed to meet 2017 model year on-highway and Tier 4 non-road exhaust emission standards as well as for previous model year diesel engines. These oils are formulated for use in all applications with diesel fuels ranging in sulfur content up to 500 ppm (0.05% by weight). However, the use of these oils with greater than 15 ppm (0.0015% by weight) sulfur fuel may impact exhaust aftertreatment system durability and/or oil drain interval.

These oils are especially effective at sustaining emission control system durability where particulate filters and other advanced aftertreatment systems are used. API CK-4 oils are designed to provide enhanced protection against oil oxidation, viscosity loss due to shear, and oil aeration as well as protection against catalyst deactivation, particulate filter blocking, engine wear, piston deposits, degradation of low- and high-temperature properties, and soot related viscosity increase.

Engine oils that meet the API Service Category CK-4 designation have been tested in accordance with the ACC Code of Practice and may use the API Base Oil Interchangeability Guidelines and the API Guidelines for SAE Viscosity-Grade Read Across.

API CK-4 oils exceed the performance criteria of API CJ-4,CI-4 PLUS, CI-4, and CH-4 and can effectively lubricate engines calling for those API Service Categories. When using CK-4 oil with higher than 15 ppm sulfur fuel, consult the engine manufacturer for service interval recommendations.

Marketers may license products meeting API CK-4 requirements as API CJ-4, CI-4 PLUS, CI-4, and CH-4.

5.X.X.X FA-4 — For 2017 Heavy-Duty Diesel Engine Service

API Service Category FA-4 describes certain XW-30 oils specifically formulated for use in select high-speed four-stroke cycle diesel engines designed to meet 2017 model year on-highway greenhouse gas (GHG) emission standards. These oils are formulated for use in on-highway applications with diesel fuel sulfur content up to 15 ppm (0.0015% by weight). Refer to individual engine manufacturer recommendations regarding compatibility with API FA-4 oils.

These oils are blended to a high temperature high shear (HTHS) viscosity range of 2.9cP-3.2cP to assist in reducing GHG emissions. These oils are especially effective at sustaining emission control system durability where particulate filters and other advanced aftertreatment systems are used. API FA-4 oils are designed to provide enhanced protection against oil oxidation, viscosity loss due to shear, and oil aeration as well as protection against catalyst deactivation, particulate filter blocking, engine wear, piston deposits, degradation of low- and high-temperature properties, and soot related viscosity increase.

Engine oils that meet the API Service Category FA-4 designation have been tested in accordance with the ACC Code of Practice and may use the API Base Oil Interchangeability Guidelines and the API Guidelines for SAE Viscosity-Grade Read Across.

API FA-4 oils are not interchangeable or backward compatible with API CK-4, CJ-4, CI-4 PLUS, CI-4, and CH-4 oils. Refer to engine manufacturer recommendations to determine if API FA-4 oils are suitable for use. API FA-4 oils are not recommended for use with fuels having greater than 15 ppm sulfur. For fuels with sulfur contents greater the 15 ppm, refer to engine manufacturer recommendations.

DEOAP is: Reviewing and finalizing user

language Working with API to develop

consumer awareness media plan

Request API LG Ballot API CK-4 and FA-4 for the next generation heavy-duty engine oil category with first licensing December 1st, 2016

Adoption of PC-11 into API 1509 - API...

Documents

Transcript of Adoption of PC-11 into API 1509 - API...