SAE TECHNICAL PAPER SERIES 2007-01-3987 Comparison of OEM Automatic Transmission Fluids in Industry Standard Tests Roy Fewkes and Angela Willis General Motors Corp. Powertrain & Fluid Systems Conference & Exhibition Rosemont, Illinois October 29-November 1, 2007 400 Commonwealth Drive, Warrendale, PA 15096-0001 U.S.A. Tel: (724) 776-4841 Fax: (724) 776-0790 Web: www.sae.org The Engineering Meetings Board has approved this paper for publication. It has successfully completed SAE's peer review process under the supervision of the session organizer. This process requires a minimum of three (3) reviews by industry experts. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of SAE. 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Printed in USA 2007-01-3987 Comparison of OEM Automatic Transmission Fluids in Industry Standard Tests Roy Fewkes and Angela Willis General Motors Corp. Copyright © 2007 SAE International ABSTRACT As a result of raised awareness regarding the proliferation of individual OEM recommended ATFs, and discussion in various forums regarding the possibility of ‘universal’ service fill fluids, it was decided to study how divergent individual OEM requirements actually are by comparing the fluids performance in industry standard tests. A bench-mark study was carried out to compare the performance of various OEM automatic transmission fluids in selected industry standard tests. All of the fluids evaluated in the study are used by certain OEMs for both factory and service fill. The areas evaluated included friction durability, oxidation resistance, viscosity stability, aeration and foam control. The results of this study are discussed in this paper. Based on the results, one can conclude that each ATF is uniquely formulated to specific OEM requirements. In addition, the results show that a customer should not deviate from the automatic transmission fluid specified in the vehicle's owners manual. INTRODUCTION In recent years, a number of factors, including changes in automatic transmission design, materials, and controls systems, have led many OEMs to implement revisions to their ATF specifications. The main ATF performance areas affected by these revisions are: Viscometrics and related properties Thermal and oxidative stability Anti-wear performance Friction characteristic and durability Aeration and Foam performance A range of commercially available automatic transmission fluids were tested in order to compare their performance in terms of the above referenced properties. The tests that were selected for this evaluation are all currently used in OEM specifications. However, they are not necessarily used in each specification represented by the individual OEM fluids that are a part of this evaluation. The fluids tested are, at the time of writing, all used as an OEM factory and service fill. The test results showed a considerable variance in the performance of the fluids despite their conformity with individual OEM ATF specifications. When latest transmission developments are considered, it becomes clear that there is, in many instances, an increasing divergence of performance requirements. The paper examines and compares the individual fluids and the level of compromise required if a common fluid was desired. RESULTS AND DISCUSSION GENERAL PROPERTIES Some general physical and chemical properties were evaluated on each of the seven fluids. Those properties consist of viscometrics, acidity, volatility/flammability, and elemental chemistry composition. Table 1 gives an illustration of those results. Fluid A Kinematic Viscosity, 2 mm /s Brookfield Viscosity, mPa.s Cold Crank Simulation, mPa.s Total Acid Number, mg KOH/mL Flash PointPMCC, oC Elemental Analysis, ppm 29.79 5.99 Fluid B 35.00 7.54 Fluid C 27.23 5.71 Fluid D 29.53 7.22 Fluid E 24.17 5.60 Fluid F 35.13 7.98 Fluid G 36.99 7.40 -40°C 11,500 9,980 9,750 5,480 8,340 9,750 7,920 -30oC 3,300 2,660 2,600 2,320 2,440 2,510 2,940 0.6 0.8 0.6 0.3 1.0 0.7 1.1 184 160 196 170 170 166 200 0 0 88 63 5 0 203 7 0 1400 2 0 0 140 672 1 0 460 3 5 1600 2 0 0 134 555 16 0 386 3 7 1990 18 0 0 315 356 226 0 2 7 3 770 365 0 0 71 111 0 0 273 3 2 670 1 0 0 96 44 3 0 235 1 1 1000 7 0 0 71 26 0 0 304 2 3 150 0 40°C 100° C Al Ba B Ca Mg Mn P Si Na S Zn Table 1. General Properties of the Seven OEM Fluids Note that whilst several of the fluids, namely A, C, and E, follow a more modern trend in terms of viscometrics (i.e. blended KV 100oC between 5.5-6.0 mm2/s), where as the others follow an older conventional trend (all blended to a KV 100oC of 7.0-7.5 mm2/s). Brookfield viscosities[1] at -40oC, four fluids B, C, and F appear to be relatively similar with Fluid A having the highest Brookfield viscosity. The fluid with the lowest measured Brookfield was fluid D. Brookfield viscosity measurements will tend to vary due to both test repeatability and batch-to-batch variation for a given fluid. The differences between these fluids, except fluid D, could very well be within the window this type of variance. One interesting note, the viscosities measured for cold crank [2] at -30oC did not differ with each fluid nearly as much as the Brookfield measurements. For example, Fluid D had a similar performance in cold crank as Fluid E, however, the Brookfield viscosities differed (Fluid D Brookfield at - 40oC was 5,480 mPa.s and Fluid E Brookfield at -40oC was 8,340 mPa.s) This data shows that depending on the concern Brookfield viscosity may not always be a good indicator of low temperature, viscometric performance. In addition to viscometrics, elemental analysis[3] and total acid numbers[4] illustrate that there are several formulation approaches used in order to produce a fluid meeting specific OEM needs. Taking the method repeatability into account, total acid numbers are similar in Fluids A, B, C, and F. Fluids E and G have a higher acid number than the others. Flash points[5] seem generally similar; however, Fluids B and F have lower flash points than the other fluids. Again, the data for all of these characteristics indicate differences in formulation philosophies and OEM needs. Based on this data alone, the “one-size-fits -all” philosophy in terms of automatic transmission fluid does not seem to be possible. CORROSION Table 2 shows corrosion/rust results on the seven OEM fluids. The standard ASTM D1748 and D130 test methods were followed to evaluate this property. Fluid A Fluid B Fluid C Fluid D Fluid E Fluid F Fluid G Pass Pass Pass Pass Fail Pass Pass 1B 2C 1B 1B 2A 1B 1B D 1748 Rust D 130 Corrosion Table 2. Corrosion Data from Seven OEM Fluids ASTM D1748 [6] is a method in which one hangs clean and polished steel panels, coated with each of the test oils, in a humidity chamber for a given period of time at 48.9 + oC. Panels are rated on pass/fail criteria. Per the method, a pass constitutes a panel having no more than three dots of rust, each one no larger than 1 mm in diameter. A fail constitutes a panel having four or more dots of rust, of any size, or having one or more dots with a diameter greater than 1 mm. Referring back to Table 2, using the above reference criteria, all but Fluid E would be deemed to be a pass. The other method used was ASTM D130 [7], or known as the copper strip corrosion test. This test uses a clean and polished copper strip, submerged in test oil, and placed in a pressurized vessel then heated to 150oC for 3 hours. Copper strips are then inspected and classified using the classifications noted in the ASTM method. OEMs may have different limits in terms of classifications. This could be due to the amount of copper or type of copper alloys used in their transmissions. Most OEMs’ specifications require a limit of 1B. Referring to Table 2, all but two fluids, B and E, would have met this limit. Classification Designation 1 Slight Tarnish 2 Moderate Tarnish Description a. b. a. b. c. d. e. 3 Dark Tarnish a. b. 4 Corrosion a. b. c. Light orange, almost the same as freshly polished strip Dark Orange Claret red Lavender Multicolored with lavender blue or silver, or both, overlaid on claret red Silvery Brassy or gold Magenta overcast on brassy strip Multicolored with red and green showing, but no gray Transparent black, dark gray or brown with peacock green barely showing Graphite or lusterless black Glossy or jet black Table 3. Copper Strip Classifications per ASTM D130 SHEAR STABILITY Shear stability was evaluated using the KRL tapered bearing test which is widely used by a number of OEMs. The method used was CEC L-45-T-93, modified to 40 hours. The taper bearing runs submerged in 40 mL of fluid at a constant speed and load at 60 oC for a given period of time, in this case, 40 hours. The data is presented in Figure 1, Figure 2, and Table 4. Initial KV 100°C Final KV 100°C % Viscosity Loss Fluid A Fluid B Fluid C Fluid D Fluid E Fluid F Fluid G 5.99 7.48 5.71 7.22 5.60 8.00 7.40 5.61 5.97 5.44 5.67 5.15 5.88 7.01 6.3 20.2 4.7 21.5 8.0 26.5 5.3 Table 4. KRL Test Data Comparison Between the Seven OEM Fluids 9.00 Initial KV 100C Final KV 100C 8.50 8.00 KV, mm2/s 7.50 7.00 6.50 temperature. For this evaluation, the temperature these fluids were tested at was 180oC. Kinematic viscosities and total acid numbers were measured before and after test on each fluid. In addition, subjective ratings to quantify fluid oxidation include flask photographs and blotter spot tests in order to visually check dispersancy. The results from this test on the seven fluids are illustrated in Figures 3, 4, and Table 5. Fluid A Fluid B Fluid C Fluid D 40 C 4.1 23.5 28.3 100 C 4.0 18.8 23.0 0.6 1.5 1.0 6.00 5.50 KV, mm2/s 5.00 TAN, mg KOH/g 4.50 4.00 Fluid A Fluid B Fluid C Fluid D Fluid E Fluid F Fluid G Fluid E Fluid F Fluid G 41.0 2.5 38.4 0.8 35.1 -0.4 31.3 1.4 1.9 0.5 2.3 1.2 Table 5. Data from DKA Oxidation Test on the Seven OEM Fluids Figure 1. Initial and Final Kinematic Viscosities at 100oC on Seven OEM Fluids from KRL testing Delta KV at 100C Delta TAN 80.0 2.5 70.0 30.00 2.0 60.0 KV, mm2/s % Viscosity Loss 25.00 20.00 50.0 1.5 40.0 1.0 30.0 15.00 20.0 0.5 10.00 10.0 5.00 0.0 0.0 Fluid A 0.00 Fluid A Fluid B Fluid C Fluid D Fluid E Fluid F Fluid G Fluid B Fluid C Fluid D Fluid E Fluid F Fluid G Figure 3. Comparison of Seven OEM Fluids Using KV and TAN from DKA Oxidation Test Figure 2. % Kinematic Viscosity Loss on Seven OEM Fluids from KRL Testing Results reported are for comparative purposes only and do not attempt to illustrate a pass or fail since OEMs requirements vary. For instance, General Motors has established limits [8, 9] for minimum kinematic viscosity measured at 100oC, maximum decrease in 100oC kinematic viscosity, and minimum mean 100oC kinematic viscosity with which the average is calculated using the start of test and end of test viscosities. One note of interest, with exception to fluid G, the fluids with higher pre-test viscosities also had the highest viscosity losses. Fluids A, C, E, and G all performed similarly. However, fluid G had a high pre-test viscosity, but did not shear down to the same extent as the other high viscosity fluids. OXIDATION To evaluate oxidation the DKA method [10], CEC L-48A-95 was used. This test is widely used by a number of OEMs to evaluate oxidation performance of automatic transmission fluids and gear oils. The test can be run at various temperatures and test duration depending on individual OEM requirements. The standard test involves bubbling 5 L/min of air through 100 mL of test fluid in a tall-form beaker for 192 hours at a given Figure 4. Comparison of DKA Flasks (Fluids A-G, left to right) Fluid D has the highest change in kinematic viscosity at 100oC. Fluid E appears that it performed well, with a delta KV of -0.4 mm2/s and a delta TAN of 0.5 mg KOH/g. However, actually what has occurred was that the viscosity modifier was thermally sheared even though the fluid was not substantially oxidized. In this test, fluids B, C, D, and F, all showed some significant increase in KV 100C. Noting the DKA flasks, in Figure 4, Fluid A had only a slight varnish present. However, it should be noted that various OEMs use different tests to evaluate oxidation performance which could effect the fluid differently. Therefore, the results presented are for comparative purposes only and are not intended to illustrate pass or fail. Temperature, oC Fluid A Fluid B Fluid C Fluid D Fluid E Fluid F Fluid G 60 80 100 120 101.3 91.7 88.3 79.8 87.7 86.1 107.9 65.5 55.7 51.8 47.8 53.7 54.2 64.1 45.7 37.6 35.5 31 37.7 34.2 43.5 35.2 26.4 24.1 21.6 29 24.5 28.4 Table 6. Film Thickness, in Nanometers, Measured at 1 m/s Entrainment Speed ANTI-WEAR PERFORMANCE The anti-wear performance of the seven fluids were evaluated using the FZG Load Stage Test A/8.3/90 which is ASTM D 5182. Results are shown in Figure 5. 120 Fluid A Fluid B 100 Film thickness, nm Fluid C 14 Load Stage Passed 12 10 Fluid D Fluid E 80 Fluid F Fluid G 60 40 8 20 6 0 4 50 70 90 110 130 Temperature, ˚C 2 0 Fluid A Fluid B Fluid C Fluid D Fluid E Fluid F Fluid G Figure 5. FZG Load Stage Comparison Between Seven OEM fluids. Being that the error of the test is + 1 load stage, Fluids A, B, C, F, and G are fairly similar in performance, with fluids B and F being slightly better. Fluid D had the lowest load stage passed which was 7. This data really emphasizes the different needs of OEMs. For example, some OEMs may use different gear and shaft materials and processing methods which requires less emphasis on the need for a fluid to have high anti-wear performance. Another example is that some OEMs target their portfolio towards more low torque, low load applications, where others have a more diverse portfolio which includes high torque, high speed performance, and high load applications. Another contributor to anti-wear performance is film thickness. To evaluate this, we measured elastohydrodynamic film thickness of each fluid by using the EHDPROC_11[8, 9, 11] at the Imperial College located in London, England. Measurements were made at four temperatures: 60oC, 80oC, 100oC, and 120oC. A film of each fluid was placed on a steel ball which was rolled onto a flat, glass contact surface. Film thicknesses at each temperature were measured using ultrathin film interferometry. Results generated are shown in Figure 6 and Table 6. Figure 6. Graph of Film Thickness Versus Temperature on Seven OEM Fluids Taking into account the error of the method, Fluids A and G have the highest film thickness at 60oC and the other fluids, with exception to Fluid D, have equivalent film thicknesses. Fluid D had the lowest film at 60oC. However, as temperature increases, all of the fluids become more equivalent in film thickness. Referring back to the viscometrics (refer to Table 1), it becomes apparent that the bulk viscosity does not necessarily align with film thickness. For instance, Fluid G which has a KV100 of 7.4 mm2/s, and Fluid A with a KV100 of 5.9 mm2/s are essentially identical in film thickness. Additionally, fluid B and fluid D have similar KV100, but the film thickness at any given temperature is lower in Fluid D. The one general observation to note is that film thickness drastically decreases with increasing temperature. This shows the criticality of keeping sump temperatures and interface temperatures as optimal as possible. Higher transmission sump and interface temperatures could lead into lower film which may increase wear in the transmission. FRICTION PERFORMANCE Friction performance was evaluated using the General Motors Single Plate Test. In this test, the conditions run were per the DEXRON®-VI specification [8, 9] using Borg Warner 4329 material. The results shown are strictly to compare fluid performance to this particular test. The conditions and friction material may not represent different OEMs requirements. Results will vary using a different clutch material and/or different operating conditions. Figures 7 and 8 show graphs of the data generated on the fluids. Figure 7 shows midpoint torque versus time. Figure 8 shows end torque versus time. One of the DEXRON®-VI acceptance criteria is that midpoint torque must maintain a minimum of 85 Nm throughout the entire test duration of 200 hours. Based on this, fluids B and C fell below the 85 Nm limit at about 25 and 80 hours respectively. One observation to note, even though fluids D and G met the midpoint torque criteria, they both exhibit a rooster tail characteristic towards the end of test, which would not be desirable (refer to end torque plot) . This data emphasizes the need to follow the owners’ manual and only use the OEM fluid specified. Fluid A Fluid B Fluid C 110.0 Fluid D Fluid E 105.0 Fluid F torq ue (Nm) 100.0 Fluid G Mid-point 95.0 90.0 FOAM AND AERATION PROPERTIES The final set of properties evaluated was foam and aeration. For foaming properties, ASTM D892 [12] was used to test the fluids. Results are shown in Table 7. Most of the fluids had similar performance. However, Fluid E had slightly higher foaming tendencies in all sequences. Seq. I Seq. II Seq. III Seq. IV Fluid A 0/0 0/0 0/0 30 / 0 Fluid B 0/0 20 / 0 0/0 20 / 0 Fluid C 0/0 10 / 0 0/0 40 / 0 Fluid D 0/0 10 / 0 0/0 20 / 0 Fluid E 30 / 0 40 / 0 20 / 0 30 / 0 Fluid F 0/0 20 / 0 0/0 30 / 0 Fluid G 0/0 10 / 0 0/0 10 / 0 Table 7. D892 Foam Results of Seven OEM fluids. For air entrainment properties, the GM Aeration Rig Test [8, 9, 13] was used to measure each fluid. As described in SAE 2004-02- 2914, in situ Chris Morgan, Jill Cummings, Roy Fewkes, and J. Matthew Jackson, the test apparatus is a fluid containment box with a CVT pump, sprockets, and chain mounted inside. With the test fluid inside the containment box, the CVT pump runs at a given speed via the chain and sprockets, which are spun by an electric motor outside the containment box. Fluid inside the containment box is allowed to go through a line to a density measuring device, then back into the containment box. This test is run at three different temperatures: 60oC, 90oC, and 120oC. Figure 9 illustrates the results from the test in terms of % aeration. 85.0 Fluid A 80.0 Fluid B 25.00 Fluid C 75.0 0 50 100 150 Fluid D 200 20.00 % Aeration Time (h) Figure 7. Plot of Midpoint Torque v. Time Data Fluid E Fluid F Fluid G 15.00 10.00 Fluid A Fluid B 120.0 Fluid C 5.00 Fluid D 110.0 Fluid E Fluid F (Nm End-torque ) 100.0 Fluid G 0.00 60°C 90°C 120°C Temperature Figure 9. GM Aeration Test Results from Seven OEM Fluids 90.0 80.0 70.0 60.0 50.0 0 50 100 150 200 250 Time (h) Figure 8. Plot of End Torque v Time Data Generated Fluid G had the lowest % aeration out of the seven fluids. Fluids B, C, and F demonstrated similar performance. Fluid D had the highest % aeration at 60oC, however, as temperature increased started to perform like Fluids B, C, and F. Fluid E had the highest % aeration at 120oC. This data further confirms the need to follow the vehicle owner’s manual and use the fluid specified. The data clearly shows that each fluid is formulated to a given set of conditions, whether it is duty cycle or transmission architectures. CONCLUSION Conclusions are as follows: There are numerous additive chemistries available and used by OEMs in factory and service fill fluids. The additive chemistries are, in some cases, very different and, if mixed together, performance is unpredictable. The additive systems and resultant fluids are formulated to provide appropriate performance in conjunction with the materials used by specific OEMs. Not all fluids are interchangeable - using the wrong fluid in a given application could result in transmission damage. Based on the wide variation of performance shown in the test data, it would be difficult for an universal fluid be truly be universal. As an example, friction performance of the OEM fluids on one friction material is so varied. However, we know each individual OEM fluid suits the friction materials and duty cycle of the OEM transmissions they accommodate. In addition, the pure aspect that the additive chemistries are much different amongst the OEM fluids, based on ICP elemental analysis, illustrates that these fluids are designed for a specific set of requirements making it difficult for one fluid formulation to be properly balanced to accommodate all of the differing OEM needs. OEMs, in many cases, prioritize performance attributes differently, depending on design and typical operating conditions. After examination of the analytical data, it is clear that after-market additives can not convert one fluid into another. On a chemistry standpoint, the fluids are much too different for these broad aftermarket additives to convert one to another. It is important to use the recommended OEM approved product for optimum performance and durability. REFERENCES 1. “Standard Test Method for Low-Temperature Viscosity of Lubricants Measured by Brookfield Viscometer”, ASTM D2983-04a. 2. “Standard Test Method for Apparent Viscosity of Engine Oils Between -5 and -35oC Using the Cold-Cranking Simulator”, ASTM D5293-04. 3. “Standard Test Method for Determination of Additive Elements, Wear Metals, and Contaminants in Used Lubricating Oils and Determination of Selected Elements in Base Oils Selected Elements in Base Oil by Inductively Coupled Plasma Atomic Emission Spectrometry”, ASTM D5185-05. 4. “Standard Test Method for Acid Number of Petroleum Products by Potentiometric Titration”, ASTM D664-06a. 5. “Standard Test Method of Flash Point by PenskyMartens Closed Cup Tester”, ASTM D93-06. 6. “Standard Test Method for Rust Protection by Metal Preservatives in the Humidity Cabinet”, ASTM D1748-02. 7. “Standard Test Method for Corrosiveness to Copper from Petroleum Products by Copper Strip Test”, ASTM D130-04. 8. GMN10060. General Motors Engineering Standards, Materials and Processes – Fuels and Lubricants. DEXRON®-VI, Automatic Transmission Fluid. June 2005. 9. B. Calcut, R. Fewkes, A. Willis, “General Motors DEXRON®-VI Global Service-Fill Specification”, SAE Paper 2006-01-3242. 10. B. Calcut, R. Fewkes, “The Oxidative Stability of GM’s DEXRON®-VI Global Factory Fill ATF”, SAE Paper 2006-01-3241. 11. H. A. Spikes, “The Elastohydrodynamic Film Forming Properties of Seven Transmission Lubricants”. 12. “Standard Test Method for Foaming Characteristics of Lubricating Oils”, ASTM D892-06. 13. J. Cummings, R. Fewkes, C. Morgan, “A New Method of Measuring Aeration and Deaeration of Fluids”, SAE Paper 2004-01-2914.
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