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AMAP Working Group Proposal 2
PROPOSAL TO UPDATE AMAP
September 7, 2006 Proposal Originally Presented @ May 2. 2006 LC Meeting
AMAP Working Group Proposal 2
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.
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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 Working Group Proposal 2
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
AMAP Working Group Proposal 2
Historical Form B
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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.
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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 %
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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
AMAP Working Group Proposal 2
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
ASTM D 4684 Low-Temperature
Pumping Viscosity
Every oil except single, non-W grades
ASTM D 4684 Low-Temperature
Pumping Yield Stress
Every oil except single, non-W grades
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
AMAP Working Group Proposal 2
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
Every oil except single, non-W grades
ASTM D 4684 Low-Temperature Pumping
Viscosity
Every oil except single, non-W grades
ASTM D 4684 Low-Temperature Pumping
Yield Stress
Every oil except single, non-W grades
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
AMAP Working Group Proposal 2
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