The True Measure of Lubricant Quality
By Ed Newman
This article appeared in Power Stroke
Registry, Summer Edition 2003
Making and recording measurements
has been one of the hallmarks of the Age of Enlightenment.
It seems like modern people measure everything. We have measures
of time, such as weeks, hours, minutes, and years. We have
measures of mass, such as grams, pounds and tons. We have
measures of sound volume, of energy, of radioactivity, of
pressure, of type font sizes, of land mass, and of speed.
AUTOMOTOTIVE RELATED MEASUREMENTS
Horsepower, as you might guess, is the amount of power exerted
by one horse pulling. After many careful measurements James
Watt, inventor of the steam engine, determined that a horse
can lift 550 pounds at a rate of one foot per second, which
translates into 745.7 watts. Some clever American engineers
decided that manpower should have a measurement as well, equivalent
to 0.1 horsepower or 74.57 watts.
MPG is the familiar acronym for
miles per gallon, which measures the rate of fuel consumption
in a motor vehicle. One mile per gallon equals approximately
0.4252 kilometers per liter. MPH is our common measure of
speed. One mile per hour equals 22/15ths feet per second or
1.609 kilometers per hour or 0.447 meters per second.
RPM means revolutions per minute,
a unit of frequency as a measure of rotation rates in mechanics.
In cars RPM is measured by a tachomoter. Some motorists pay
attention to RPM so they don't overrev and cause component
failure. Race car drivers try to keep RPM rates in a range
that will provide maximum power.
OIL MEASURES
A quart as a unit of volume is
so named because it represents one quarter of a gallon. When
measuring liquid, one quart is 32 fluid ounces, or 57.75 cubic
inches. On the other hand, when measuring dry goods like pecans
or blueberries, a quart is 67.201 cubic inches. Go figure.
Drums are sometimes used for
measuring oil, containing 55 U.S. gallons or about 208.198
liters. Drums are not the same as barrels, the standard unit
of volume for measuring crude. One drum is equivalent to 1.3095
barrels. A barrel is equivalent to 42 U.S. gallons, which
is coincidentally the same size as a traditional wine barrel,
more commonly called a tierce.
But what about oil quality? What are the criteria that are
important when measuring the performance quality of a motor
oil?
Part of the answer comes from
understanding the role that motor oils play when it comes
to engine lubrication. Another part of the answer comes from
understanding that we live in a scientific age in which nearly
everything can be, and often has been, measured. Knowing what
to measure and how to measure it is an important part of good
decision making. We're talking motor oil here.
THE ROLE OF MOTOR OIL
Before we can discuss what makes
a good motor oil, it helps to understand what role motor oil
actually plays in the performance of an engine.
While motor oils serve a variety
of functions, they are primarily necessary to lubricate and
to cool the engine. When the engine is at rest, the motor
oil sits in the bottom of the engine block in what is called
the oil pan. Upon start-up, an oil pump feeds oil from the
pan to the oil distribution system by means of a network of
passages, tubes, grooves and holes leading to the engine bearings
and other surfaces needing pressurized oil for lubrication.
Other parts, like the overhead valve system, receive a carefully
controlled quantity of non-pressurized oil through splashing
or spray.
In addition to lubricating and cooling engine parts, motor
oil must allow easy starting, protect the engine from corrosion
and oxidation, keep the engine clean, form a tight seal between
piston rings and cylinder walls and help the engine use fuel
efficiently.
In days gone by motor oil was
made from the throwaway byproducts of a barrel of crude oil
after everything useful was taken from it. In those early
days the filter, if you had one at all, was a by-pass type,
filtering only a small percentage of the oil. In some instance
the filter was little more than a screen and the oil was changed
every five hundred or thousand miles. (Some of us recall grandpa's
stories of tires needing to be changed on every trip to town,
the idea of longevity being somewhat foreign back then.)
As cars and their engines became
more sophisticated, so too the requirements of a lubricant
became increasingly demanding. In the 1960's jet fighter pilots
and their mechanics were becoming aware of the advantages
of synthetic oils, and a few of them experimented with the
notion of synthetic lubrication for automobiles. One of these
pilots, Lt. Colonel Albert J. Amatuzio, went further than
the haphazard experiments of his peers. His ten year quest
resulted in the development of AMSOIL, the first automotive
synthetic motor oil to exceed the certification requirements
of the American Petroleum Institute (API).
SYNTHETIC VS. CONVENTIONAL
PETROLEUM
Conventional lubricants are refined
from crude oil which has thousands of types of molecules.
Refining is a process of physically separating the impurities
from the oil and further separating the light and heavy components.
Because refining separates products by weight, it groups molecules
of similar weight and dissimilar structure. The result is
a lubricant with a wide assortment of molecules. Some of the
substances in crude oil are detrimental to lubrication. Paraffins,
for example, are a common conventional oil contaminant that
causes motor oil to thicken in cold temperatures.
Synthetic motor oils are made from pure chemicals, not refined
crude. Their components are chemically reacted to produce
finished products with pre-designed performance characteristics.
Because of their molecular uniformity, they excel in reducing
friction, which improves fuel efficiency, controls heat and
reduces wear. This molecular uniformity also helps synthetics
resist thinning in hot temperatures and thickening in cold.
MEASURES THAT MATTER
The American Society for Testing
and Materials recognized the need for uniform procedures that
can be duplicated and verified by laboratories in any location.
The goal of establishing standards is so important that the
official publication of ASTM International is called Standardization
News.
Founded in 1898 and completely
voluntary, ASTM is now one of the largest non-profit standards
development systems in the world. The organization currently
has 134 committees that write standardized test methods for
materials, products, systems and services. More than 8500
ASTM specifications have been established for products as
diverse as metal, paints, plastics, textiles, energy, consumer
products, medical services and instruments and even the environment.
Developing standard measurement
methods is part of the task of ASTM. Equally important is
determining what measures are important, tests that actually
correspond to what the function of motor oil is intended to
fulfill. What follows here are some tests commonly used to
evaluate motor oil performance.
ASTM D-445 Kinematic Viscosity
The proper operation of equipment depends on the proper kinematic
viscosity of the oil at operating temperatures. Kinematic
viscosity is a measure of a liquid's flow under the influence
of gravity. Some companies formulate their lubes to tighter
specs than others. One recent study revealed that one in five
off-the-shelf motor oils tested were outside the acceptable
performance range for their stated viscosities.
ASTM D-2270 Viscosity Index
This test indicates how much a lube's viscosity will change
according to changes in temperature from 40 degrees C and
100 degrees C. The higher the viscosity index the better for
motor oils that must perform in locations with temperature
variations.
ASTM D-5293 Cold Crank Simulator
Apparent Viscosity
Cold crank viscosity affects the startability of engines in
cold temperatures. Low cold cranking viscosities make for
easier cold cranking and more dependable cold temperature
starting, and less drain on batteries.
ASTM D-3829 Borderline Pumping Temperature
This test is used to predict the lowest temperature at which
a motor oil can be continuously and adequately supplied to
an engine¹s components. As the name suggests, the lower
the temperature, the better the oil circulates in cold weather.
Synthetic oils are famed for the extreme low temperature protection.
ASTM D-97 Pour Point
This test identifies the lowest temperature at which oil flows.
ASTM D-92 Flash Point and
Fire Point
Flash point indicates the temperature at which a specimen
vapors will ignite.
Flash point assesses the overall hazard of a material and
is used in shipping and safety regulations to define "flammable"
and "combustible" materials. Fire point measures
the temperature at which a specimen will remain burning for
five seconds. Synthetic lubricants with high flash and fire
points are safer to use and transport than petroleum lubes
with lower ones. High flash point is indicative of a greater
high temperature operating range and better quality base stock.
ASTM D-4683 High Temp, High
Shear Viscosity
This test is representative of the conditions encountered
in the bearings of automotive engines in severe service. Lubricants
with high scores, such as premium synthetics, maintain their
viscosity in high temperatures after exposure to high shear.
This means that they continue to protect bearings even after
exposure to severe service conditions.
ASTM D-892 Foaming Tendency
This test is important because of the turbulent environment
in which motor oils are required to perform. Foaming can lead
to inadequate lubrication, cavitation and mechanical failure.
ASTM D-4172B Four Ball Wear
Test
The Four Ball Wear Test determines the relative wear prevention
properties of lubricants in sliding contact. The test involves
three fixed balls in a bath of lubricant with a fourth ball
in rolling contact under pressure at a specific level of severity.
Wear protection is gauged by measuring the wear scar that
develops. A smaller wear scar means better protection in typical
engine operations.
ASTM D-5800 Noack Volatility
Oil volatility is the measure of how susceptible oil is to
boil-off under high heat conditions. Petroleum oils experience
significant boil-off during high temperature engine operation
and subsequently higher oil consumption. Evaporation loss
contributes to damaging deposits, sticky piston rings and
oil blow-by, resulting in a drag on performance and reduced
engine life. Synthetic oils are far more impervious to this
kind of degradation. The lower volatility of synthetics is
another reason they are also better for the environment than
conventional products.
SAE J1321 Joint TMC/SAE Fuel
Consumption Test Procedure - Type II
The Society of Automotive Engineers has devised a test to
measure fuel consumption and fuel economy. In a demonstration
involving over-the-road trucks an improvement of 8.2% was
achieved by switching from conventional lubes to synthetic
lubricants (in this case AMSOIL products) in the drivetrain
and engine.
Here's an interesting, undisputed fact. By every one of these
measures premium synthetic motor oils are superior to conventional
petroleum motor oils. This truth is never even questioned
by industry professionals.
So why, one might ask, isn't
everyone using synthetic motor oils and lubes? Here's one
possible reason. To divert attention away from the performance
measures above the major oil companies focus on one other
measure: price.
PRICE
Ironically, we live in an era in which people are spending
more money than ever on large vehicles or cool looking vehicles
-- PT Cruisers, SUVs, Hummers, and dualies. Insurance payments
alone in most households run ten times greater than motor
oil costs. People are passionate about their vehicles. How
can they not be equally dedicated to protecting their investment
by using premium lubricants that promise longer life to the
object of their passion. You wouldn't expect price to be that
big of a deal, yet it is for some people. For this reason
the price myth must be addressed.
When people talk about price,
they generally think in terms of initial cost instead of life
cycle cost. Price is only an issue if you apply the 3,000
mile oil change rule to all motor oils alike. In truth, the
service life of synthetics can be extended much longer due
to their resistance to oxidation and other forms of degradation.
With proper filtration engine oil can be safely used for much
longer periods, and is thereby less costly than petroleum
in the long run. Add to this the reduced fuel consumption,
fewer maintenance bills and optimal performance characteristics
and running anything but a premium synthetic motor oil should
not even be a consideration.
CLOSING THOUGHTS
As you can readily see there
is no single measure that stands alone as the signature of
superior performance. A motor oil serves a variety of functions
in a range of roles inside the engine. What tests do show
is that synthetic motor oils as a class are far and away superior
to petroleum based products.