Purposes
of Engine Oils The four primary functions of an engine-lubricating
oil are:
1.To lubricate- This requires the maintenance of a slippery
surface between moving parts. It is often referred to as "oiliness."
This oil film must adhere very tenaciously to metal surfaces.
It must "stay-put" and
resist
being shoved away when either hot or cold, even though it is subjected
to high pressures. Unfortunately,there is no laboratory procedure to
fully measure these properties. Actual use in the engine is the only
way to evaluate the oil's ability to lubricate.
2.To seal- Immediately following the burningof fuel in the combustion
chamber of the engine, the gases formed are under high pressure. It
is the pressureof these gases on the piston-head which is transmitted
to working horsepower. It is necessary to keep these gases from leaking
past the pistons and valves. The oil acts as a sealant. If the oil thins
out too much, the gases blow by. The oil must resist excessive thinning.
3.To cool- Although the cooling system removes much of the heat
from an engine, the oil must also remove a large quantity of heat. Oil
removes heat from the bearings and moving parts of the engine. The oil
can reach a higher temperature than the cooling system fluid.
4.To clean- A variety of waste products are formed as fuel is
burned in an engine. The type of fuel and the conditions of combustion
influence the nature and quantity of these waste materials. Some of
the most troublesome waste materials include water, soot, carbon, lead
salts and acids. Many of these materials tend to remain in the engine
and contaminate the oil. Unless these contaminants can be held in a
state of dispersion- so they may be removed when the oil is drained
-they will contribute to the formation of harmful and power-robbing
deposits. Helping to keep an engine clean is a very important function
of an oil.
Oil Specifications and SAE Grades
The Society of Automotive Engineers (SAE)has established crankcase oil
SAE grades based on centistoke viscosity units measured at 100 degrees
(212 F) and centipoise viscosity units measured at the prescribed temperature
below 0 degrees (32 F).
Viscosity
Viscosity is that physical property of a fluid which measures resistance
to relative motion of its parts. It is a measure of the physical ability
of the fluid to maintain lubrication under specified conditions of operating
speed, temperature and pressure.
Oils which are thick, heavy and offer great resistance to flow - like
molasses on a cold day - are said to possess a high viscosity. Oils
which flow very easily - like water - are said to possess a low viscosity,
or to be non-viscous. Viscosity is usually determined by counting the
number of seconds of time required for a given quantity of oil to pass
through a small orifice at an established temperature. The instrument
used to measure viscosity is called a viscometer. It is scientifically
built and controlled. The most common unit of measure is called a centistoke.
The SAE viscosity numbers constitute a classification of crankcase lubricating
oils in terms of viscosity only. Other factors of oil character or quality
are not considered.
Manufacturers of engines frequently recommend crankcase oils in terms
of SAE grades, which vary with the expected temperature of use. At air
temperatures above 32 degrees F, the manufacturers may recommend an
SAE grade of 10W-30, 10W-40, 20W-50 or 20W-40. Below 0 degrees F air
temperature, the recommendation may be for SAE grades of 5W-20, 5W-30
or 5W-40.
Viscosity Index
All oils thin when hot and thicken when cold, but they all do not react
to temperature changes in the same way Two oils with the same SAE grade
which possess the same viscosity at 100 degrees C may have radically
different viscosities at higher temperatures and at lower temperatures.
The oil showing the least change over a wide temperature change is most
desirable. Less wear and easier engine starting at lower temperatures
result. An oil with little change in viscosity over a wide range of
temperatures is said to have a high viscosity index(V.I.). Oils affected
greatly by temperature changes have a low viscosity index. The high
viscosity index is most desirable when additives are not used to cause
the high index.
Borderline Pumping Temperature and Pour Point
Borderline pumping temperature (BPT) is the lowest temperature at which
oil in the oil pan will flow to the oil pump to provide adequate oil
pressure to various lubrication points. When oil is used below its BPT,
a flow restriction occurs. Lubrication points will not receive oil and
component failure can result. The pour point of an oil is the temperature
below which an oil will not pour. Wax in the oil will become solid and
traps the oil so it will not pour or flow. Only SAE grades with a W
for winter grade are suitable for low temperature operation where BPT
and pour point become a factor.
Wax and Paraffin
When crude oil was initially subjected to chemical analysis (Pennsylvania
Crude Oil), it was found to have little chemical affinity. It was, therefore,
referred to as being paraffinic. Wax was found to separate from this
crude oil upon cooling. It also resisted chemical reaction and became
known as paraffin wax. For this reason, it was assumed that all wax
taken from crude oil was paraffinic and a crude oil from which wax could
be taken became known as a paraffinic crude. It is now known that this
is not true. Some oil companies today market what they call paraffin-base
lubricating oil. Many buyers believe that these oils are Pennsylvania
or taken from Pennsylvania oils. This is not true.
Additives
To help keep today's engines operating trouble free,it has become necessary
to add a number of chemical agents to an oil. These agents have specific
jobs to do in assisting the oil to function properly. Additives are
used for the following purposes:
To enhance the detergency dispersancy characteristics of the
oil.
A detergent is a cleaning agent. Detergents are not to clean dirty engines
- they are to keep a clean engine clean. During fuel combustion, products
such as soot, carbon, water, acids, lead salts and others are formed.
These particles are smaller than can be seen with even a normal microscope.
The additive keeps these particles dispersed so they cannot collect
and form deposits on the engine parts. When the crankcase oil is drained,
the contaminants are removed and the engine remains clean.
To improve oxidation resistance.
In time, acids and sludge will form because of oxidation. To reduce
this possibility, additive agents are added to oil. They help keep the
oil cleaner and prevent corrosion of engine parts.
To prevent rusting, corrosion and foaming.
During the combustion of fuel, combustion acids and water are formed.
To prevent this formation, inhibitors are added. Oil foams when churned
with air. These agents break up the foam and prevent it from exceeding
an acceptable level.
American Petroleum Institute Service Classifications
Performance levels of crankcase lubricants can be described in three
basic systems:
Military specifications:
Military specifications are written for times of national emergency.
A large supply of a low quality oil may be acceptable to the military.
The same oil may not be desirable for long-term continued service in
an engine.
Manufacturer's specifications:
Manufacturers may decide that current testing or performance levels
are not satisfactory for their engines. They then use a manufacturer's
number to identify an oil that meets their requirements. Examples are
Ford M2C253B, GM 6048-M and Mack EO-J.
American Petroleum Institute service classifications (API):
In 1970, the API instituted a new classification system for engine oil.
The new system was open-ended so new grades could be added. Two basic
categories of oil were named. "S" oils would be sold at service stations
and "C" oils would be commercial oils.
The following table describes and explains some facts about these oil
grades:
API
Service Classification
Military
Specifications
Manufacturers
specifications
Recommended
Use.
SA
None
None
Mineral
Oil
SB
None
None
Non-Detergent
Oil
SC
None
Ford
M2C101-A
1964-67
Gas Engines
SD
None
Ford
M2C101-B
GM 6041-M
1968-70
Gas Engines
SE
None
Ford
M2C253-B
GM 6136-M
Some
1971 and 1972 to 1979 Gas Engines
SF
None
Ford
M2C153-B,
GM 6058-M
Chrysler MS-6556
1980
and later Gas Engines
SG
None
1989
and later Gas Engines
SH
None
1993
and later Gas Engines
SJ
None
1996
and later Gas Engines
CA
MIL-L-2104A
None
Light
Duty Diesel Engines
CB
US
Army 2-104B
None
Moderate
Duty Diesel Engines
CC
MIL-L-2104B
None
Moderate
Duty Gas/Diesel Engines
CD
MIL-L-45199
None
Severe
Duty Diesel Engines
CE
None
Severe
Duty Diesel Engines
CF
None
1994
or later Off-Road Diesel Engines
CF-2
None
1994
or later Two-Stroke Diesel Engines
CF-4
None
1994
or later High Speed, Four-Stroke Diesel Engines
CG
None
1994
or later High Speed Four-Stroke Off-Road and Highway Applications
Some oils may carry a dual classification, such as SJ/CE or SF/CD. This
means that the oil meets the requirements for both grades listed. SF
oil can be used in engines that require SE, SD, SC, SB or SA oils, as
it surpasses the performance requirements of all these other grades.
SJ oil is required in all 1996 and newer model autos to meet manufacturers'
specifications.
Selecting
Oil for Two-Stroke Cycle Engines
Most two-stroke cycle gasoline engines require the oil to be pre-mixed
with the gasoline. There is usually no oil reservoir, and the oil is
taken into the engine with the gasoline. The requirements of two-stroke
cycle oil are different from the requirements of four-stroke cycle oil.
Some of the additives that make four-stroke oil so effective are harmful
to two-stroke cycle engines. Oil contamination is not a problem since
the oil is completely used. It is important that the oil be highly soluble
in gasoline and the combustion chamber deposits be kept to a minimum.
Oil for Two-Stroke Engines Selection:
1. Select only manufacturer's recommended SAE rating. NOTE: Pumps on
oil-injection systems are designed for the weight oil recommended by
the manufacturer. Using the wrong SAE rating can affect lubrication.
2. Select only oil recommended for use in either air-cooled or water-cooled
two-cycle engines. NOTE: The use of standard detergent oils can cause
carbon buildup in cylinder head and around moving parts. Use:
1. Use the oil-fuel mixture recommended by the engine manufacturer.
NOTE: An oil rated for 50:1 mixture does not necessarily mean that your
engine is. Check for recommended ratio by the manufacturer.
2. Use oils that meet or exceed the engine manufacturer's recommendations.
NOTE: A good quality oil may seem expensive when compared to a more
economical brand, but it is inexpensive when compared to an engine overhaul.
Classification Number Intended Services
TSC-1 or TA Mopeds and other small engines (less than 50 cc)
TSC-2 or TB Motorscooters and other highly loaded small engines (50
cc -200 cc)
TSC-3 or TC Lawnmowers, chainsaws, weed trimmers, power blowers
TSC-4 or TD Outboard Engines
This information is not intended to replace the operator's manual recommendations.
For more information on engine oils, request a copy of publication 1509,
"Engine Service Classifications and Guide to Crankcase Oil Selection,"
from the following:
American Petroleum Institute
2101 L Street, Northwest
Washington, DC 20037