Ballot API 1509, Annex G Phosphorus Limits for Universal Oil. Instructions

Transcription

1 Instructions Ballot for API 1509, Annex G - Stripped Viscosity Footnote Universal Oils have an API C Category Classification (for Diesel Engine Oils) with an API S Category Classification (for Gasoline Engine Oil). For this ballot it is necessary to revise the existing S Category Specifications to limit the Phosphorus Level for Universal Oils with a SAE 15W-40 viscosity. For Universal Oils where a C Category precedes an S Category the Phosphorus level will be limited to the level specified for the specific S Category. Tables G-1, G-2, G-3, G-4, and G-5 have the revised Footnotes to limit the Phosphorus levels. The changes to Annex G Tables are identified with Bold Type and Yellow Highlight. Note changes in the Footnote identifier are also highlighted. Lubricants Group Members should review the Ballot and cast a vote using the API eballot System. Ballots and Comments will be counted and resolved before the ballot results are final. Non Lubricants Group Members may review the Ballot and make comments using the eballot system. All comments will be reviewed and resolved before completing the process. The Ballot Closes on Friday September 6. All Ballots and comments must be received by this date. The Effective Date of the Change to API 1509 will be September 6, Page 1 of 11

2 Annex G Tables - Requirements for API Service Categories SH, SJ, SL, SM and SN by Viscosity Grade Table G-1 Requirements for API Service Category SH by Viscosity Grade Engine Test Requirements a All Viscosity Grades Sequence IID Sequence IIIE Sequence VE L-38 Bench Test and Measured Parameter Viscosity Grade Performance Criteria b SAE 5W-30 SAE 10W-30 SAE 15W-40 ASTM D5800 volatility loss, % max c ASTM D2887 volatility loss at 371 C (700 F), % max c ASTM D6795, % flow reduction, max ASTM D4951 or D5185, phosphorus % mass, max d ASTM D92 flash point, C, min e ASTM D93 flash point, C, min e ASTM D892 foaming tendency (Option A) Sequence I, max, foaming/settling f 10/0 10/0 10/0 Sequence II, max, foaming/settling f 50/0 50/0 50/0 Sequence III, max, foaming/settling f 10/0 10/0 10/0 ASTM D6082 g Report Report Report ASTM D6922, homogeneity and miscibility h h h L-38 shear stability i i i Note: All oils must meet the requirements of the most recent edition of SAE J300; = Not required. a Tests and limits are per ASTM D4485. b There are no bench test and measured parameter requirements for other viscosity grades. c A passing volatility result in only one of these procedures is required. d For SAE 15W-40 viscosity Grade: If CH-4, CI-4 or CJ-4 categories precede the S category and there is no API Certification Mark, the limit for phosphorus is limited to 0.12% mass, maximum. Note that these oils have been formulated primarily for diesel engines and may not provide all of the performance requirements consistent with vehicle manufacturers' recommendations for gasolinefueled engines. e Either Test Method D92 or Test Method D93 flash point requirement shall be met. f Settling volume determined at 5 min. g Kinetic foam volume; ml/static foam volume and ml/collapse time in seconds. h Homogeneous with SAE reference oils. i 10-hour stripped kinematic viscosity must remain in original SAE viscosity grade except XW-20 which must remain 5.6 mm²/s. Page 2 of 11

3 Table G-2 Requirements for API Service Category SJ by Viscosity Grade Engine Test Requirements a All Viscosity Grades Sequence IID or ASTM D6557 b Sequence IIIE or IIIF or IIIG Sequence VE or IVA plus VG b L-38 or Sequence VIII Viscosity Grade Performance Criteria SAE 0W-20 Bench Test and Measured Parameter a SAE 5W-20 SAE 0W-30 SAE 15W-40 All Others SAE 5W-30 SAE 10W-30 ASTM D5800 volatility loss, % max c d 20 d ASTM D6417 volatility loss at 371 C (700 F), % max c d 15 d ASTM D5480 volatility loss at 371 C (700 F), % max c d 15 d ASTM D6795, % flow reduction, max ASTM D6794, % flow reduction, max Report Report Report With 0.6% H 2 O Report Report Report With 1.0 % H 2 O Report Report Report With 2.0% H 2 O Report Report Report With 3.0% H 2 O Report Report Report ASTM D4951 or D5185 phosphorus % mass, max 0.10 e f ASTM D92 flash point, C min g 200 ASTM D93 flash point, C min g 185 ASTM D892 foaming tendency (Option A) Sequence I, max, foaming/settling h 10/0 10/0 10/0 Sequence II, max, foaming/settling h 50/0 50/0 50/0 Sequence III, max, foaming/settling h 10/0 10/0 10/0 ASTM D6082 (optional blending required), static foam max, tendency/stability 200/50 i 200/50 i 200/50 i ASTM D6922, homogeneity and miscibility L-38 or Sequence VIII shear stability ASTM D6335 high temperature deposits (TEOST), deposit wt, mg, max j j j k k k ASTM D5133 gelation index, max b 12 Note: All oils must meet the requirements of the most recent edition of SAE J300; = Not required. a Tests and limits are per ASTM D4485. b If CI-4 and/or CJ-4 categories precede the S category and there is no API Certification Mark, the Sequence VG (ASTM D6593), Ball Rust (ASTM D6557), and Gelation Index (ASTM D5133) tests are not required. Page 3 of 11

4 c Volatility requirement shall be met in either Test Method D5800, Test Method D 5480, or Test Method D6417. A passing result in only one of these procedures is required. d ing volatility loss performance only required for SAE 15W-40 oils. e This is a non-critical specification as described in ASTM D3244. f For SAE 15W-40 viscosity Grade: If CH-4, CI-4 or CJ-4 categories precede the S category and there is no API Certification Mark, the limit for phosphorus is limited to 0.10% mass, maximum. Note that these oils have been formulated primarily for diesel engines and may not provide all of the performance requirements consistent with vehicle manufacturers' recommendations for gasoline-fueled engines. g Either Test Method D92 or Test Method D93 flash point requirement shall be met. h Settling volume determined at 10 min. i Settling volume determined at 1 min. j Homogeneous with SAE Reference Oils. k Ten-hour stripped kinematic viscosity must remain in original SAE viscosity grade except XW-20 which must remain 5.6 mm²/s. Page 4 of 11

5 Table G-3 Requirements for API Service Category SL by Viscosity Grade Sequence IIIF or IIIG Sequence IVA Sequence VE Sequence VG b Sequence VIII Bench Test and Measured Parameter a Engine Test Requirements a All Viscosity Grades Wear Only Or a minimum 0.08% phosphorus in the form of ZDDP Viscosity Grade Performance Criteria SAE 0W-20 SAE 5W-20 SAE 0W-30 SAE 5W-30 SAE 10W-30 SAE 15W-40 All Others ASTM D6557 (Ball Rust Test), avg. gray value, min b ASTM D5800 volatility loss, % max ASTM D6417 volatility loss at 371 C (700 F), % max ASTM D6795, % flow reduction, max ASTM D6794, % flow reduction, max With 0.6% H 2 O With 1.0 % H 2 O With 2.0% H 2 O With 3.0% H 2 O ASTM D4951 or D5185 phosphorus % mass, Max 0.10 c d ASTM D892 foaming tendency (Option A) Sequence I, max, foaming/settling e 10/0 10/0 10/0 Sequence II, max, foaming/settling e 50/0 50/0 50/0 Sequence III, max, foaming/settling e 10/0 10/0 10/0 ASTM D6082 (optional blending required), static foam max, tendency/stability f 100/0 100/0 100/0 ASTM D6922, homogeneity and miscibility Sequence VIII shear stability g g g h h h ASTM D7097, high temperature deposits (TEOST MHT), deposit wt, mg, max Page 5 of 11

6 ASTM D5133 gelation index, max b 12 i Note: All oils must meet the requirements of the most recent edition of SAE J300; = Not required. a Tests and limits are per ASTM D4485. b If CI-4 and/or CJ-4 categories precede the S category and there is no API Certification Mark, the Sequence VG (ASTM D6593), Ball Rust (ASTM D6557), and Gelation Index (ASTM D5133) tests are not required. c This is a non-critical specification as described in ASTM D3244. d For SAE 15W-40 viscosity Grade: If CH-4, CI-4 or CJ-4 categories precede the S category and there is no API Certification Mark, the limit for phosphorus is limited to 0.10% mass, maximum. Note that these oils have been formulated primarily for diesel engines and may not provide all of the performance requirements consistent with vehicle manufacturers' recommendations for gasolinefueled engines. e Settling volume determined at 10 min. f Settling volume determined at 1 min. g Homogeneous with SAE Reference Oils. h Ten-hour stripped kinematic viscosity must remain in original SAE viscosity grade except XW-20 which must remain 5.6 mm²/s. i For gelation temperatures at or above the W-grade pumpability temperatures as defined in SAE J300. Page 6 of 11

7 Table G-4 Requirements for API Service Category SM Viscosity Grade Performance Requirements SAE 0W-20, Engine Test Requirements a SAE 5W-20 SAE 0W-30, SAE 15W-40 All Others SAE 5W-30, SAE 10W-30 ASTM D7320 (Sequence IIIG) ASTM D4684 (Sequence IIIGA) or ROBO Test (ASTM D7528) ASTM D6891 (Sequence IVA) ASTM D6593 (Sequence VG) b ASTM D6709 (Sequence VIII) Viscosity Grade Performance Requirements SAE 0W-20, Bench Test and Measured Parameter a SAE 5W-20, SAE 0W-30, SAE 15W-40 SAE 5W-30, All Others SAE 10W-30 ASTM D6557 (Ball Rust Test), avg. gray value, min b ASTM D5800, evaporation loss, 1 hour at 250 C, % max c ASTM D6417, simulated distillation at 371 C, % max ASTM D6795, EOFT, % flow reduction, max ASTM D6794, EOWTT, % flow reduction, max with 0.6% H 2 O with 1.0% H 2 O with 2.0% H 2 O with 3.0% H 2 O ASTM D4951, phosphorus % mass, max d 0.08 e f ASTM D4951, phosphorus % mass, min d 0.06 e 0.06 e 0.06 e ASTM D4951, or D2622, sulfur % mass, max d SAE 0W-20, 0W-30, 5W-20, and 5W e SAE 10W e ASTM D892 (Option A), foaming tendency Sequence I, ml, max, tendency/stability g 10/0 10/0 10/0 Sequence II, ml, max, tendency/stability g 50/0 50/0 50/0 Sequence III, ml, max, tendency/stability g 10/0 10/0 10/0 ASTM D6082 (Option A), high-temperature foaming ml, max, tendency/stability h 100/0 100/0 100/0 Page 7 of 11

8 ASTM D6922, homogeneity and miscibility i i i j j j ASTM D6709, (Sequence VIII) shear stability ASTM D7097, TEOST MHT, high temperature deposits, deposit wt, mg, max d ASTM D5133, gelation index, max b 12 k Note: All oils must meet the requirements of the most recent edition of SAE J300; = Not required. a Tests are per ASTM requirements. b If CI-4 and/or CJ-4 categories precede the S category and there is no API Certification Mark, the Sequence VG (ASTM D6593), Ball Rust (ASTM D6557), and Gelation Index (ASTM D5133) tests are not required. c Calculated conversions specified in ASTM D5800 are allowed. d For all viscosity grades: If CH-4 and/or CI-4 categories precede the "S" category and there is no API Certification Mark, the limits for sulfur and the TEOST MHT do not apply. Note that these oils have been formulated primarily for diesel engines and may not provide all of the performance requirements consistent with vehicle manufacturers' recommendations for gasoline-fueled engines. e This is a non-critical specification as described in ASTM D3244. f For SAE 15W-40 viscosity Grade: If CH-4, CI-4 or CJ-4 categories precede the S category and there is no API Certification Mark, the limit for phosphorus is limited to 0.08% mass, maximum. Note that these oils have been formulated primarily for diesel engines and may not provide all of the performance requirements consistent with vehicle manufacturers' recommendations for gasolinefueled engines. g After 10-minute settling period. h After 1-minute settling period. ishall remain homogenous and, when mixed with ASTM reference oils, shall remain miscible. j Ten-hour stripped kinematic viscosity must remain in original SAE viscosity grade except XW-20 which must remain 5.6 mm²/s. k To be evaluated from 5 C to temperature at which 40,000 cp is attained or 40 C, or 2 Celsius degrees below the appropriate MRV TP-1 temperature (defined by SAE J300), whichever occurs first. Page 8 of 11

9 Engine Test Requirements a (see Table Q-5) Table G-5 Requirements for API Service Category SN and API SN with Resource Conserving API SN API SN API SN SAE 0W-20, SAE 5W-20 SAE 0W-30, SAE 5W-30, SAE 10W-30 SAE 15W-40 Other Viscosity Grades API SN with Resource Conserving All Viscosity Grades ASTM D7320 (Sequence IIIG) ASTM D6891 (Sequence IVA) ASTM D6593 (Sequence VG) b ASTM D7589 (Sequence VID) c ASTM D6709 (Sequence VIII) Bench Test and Measured Parameter a Aged oil low-temperature viscosity ASTM D4684, (Sequence IIIGA), aged oil low-temperature viscosity d d Or ASTM D7528, (ROBO Test), aged oil low-temperature viscosity d d ASTM D7320, (Sequence IIIGB) phosphorus retention, % min 79 ASTM D6557 (Ball Rust Test), avg. gray value, min b ASTM D5800, evaporation loss, 1 hour at 250 C, e % max ASTM D6417, simulated distillation at 371 C, % max ASTM D6795, EOFT, % flow reduction, max ASTM D6794, EOWTT, % flow reduction, max with 0.6% H 2 O with 1.0% H 2 O with 2.0% H 2 O with 3.0% H 2 O ASTM D4951, phosphorus % mass, max f 0.08 g h 0.08 g ASTM D4951, phosphorus % mass, min f 0.06 g 0.06 g 0.06 g 0.06 g Page 9 of 11

10 ASTM D4951, or D2622, sulfur % mass, max f SAE 0W-20, 0W-30, 5W-20, and 5W g 0.5 g SAE 10W g 0.6 g All other viscosity grades 0.6 g ASTM D892 (Option A), foaming tendency Sequence I, ml, max, tendency/stability 10/0 i 10/0 j 10/0 j 10/0 i Sequence II, ml, max, tendency/stability 50/0 i 50/0 j 50/0 j 50/0 i Sequence III, ml, max, tendency/stability 10/0 i 10/0 j 10/0 j 10/0 i ASTM D6082 (Option A), high-temperature foaming ml, max, tendency/stability h 100/0 100/0 100/0 100/0 ASTM D6922, homogeneity and miscibility k k k k ASTM D6709, (Sequence VIII) shear stability l l l l ASTM D7097, TEOST MHT, high-temperature deposits, deposit wt, mg, max f ASTM D5133, gelation index, max b 12 m 12 m ASTM D6335, TEOST 33C, high-temperature deposits, total deposit weight, mg, max SAE 0W-20 All other viscosity grades 30 ASTM D7563, emulsion retention no water separation ASTM D7216 Annex A2, elastomer compatibility Table G-6 Table G-6 Table G-6 Table G-6 Note: All oils must meet the requirements of the most recent edition of SAE J300; = Not required. a Tests are per ASTM requirements. b If CI-4 and/or CJ-4 categories precede the S category and there is no API Certification Mark, the Sequence VG (ASTM D6593), Ball Rust (ASTM D6557), and Gelation Index (ASTM D5133) tests are not required. c Viscosity grades are limited to 0W, 5W and 10W multigrade oils. d Not required for monograde and 15W, 20W, and 25W multigrade oils. e Calculated conversions specified in ASTM D5800 are allowed. f For all viscosity grades: If CH-4, CI-4 and/or CJ-4 categories precede the "S" category and there is no API Certification Mark, the S category limits for sulfur and the TEOST MHT do not apply. However, the CJ-4 limit for sulfur does apply. Note that these C category oils have been formulated primarily for diesel engines and may not provide all of the performance requirements consistent with vehicle manufacturers' recommendations for gasoline-fueled engines. g This is a non-critical specification as described in ASTM D3244. h For SAE 15W-40 viscosity Grade: If CH-4, CI-4 or CJ-4 categories precede the S category and there is no API Certification Mark, the limit for phosphorus is limited to 0.08% mass, maximum. Note that these oils have been formulated primarily for diesel engines and may not provide all of the performance requirements consistent with vehicle manufacturers' recommendations for gasoline-fueled engines. i After 1-minute settling period. j After 10-minute settling period. k Shall remain homogenous and, when mixed with ASTM reference oils, shall remain miscible. l Ten-hour stripped kinematic viscosity must remain in original SAE viscosity grade except XW-20 which must remain 5.6 mm²/s. m To be evaluated from 5 C to temperature at which 40,000 cp is attained or 40 C, or 2 Celsius degrees below the appropriate MRV TP-1 temperature (defined by SAE J300), whichever occurs first. Page 10 of 11

11 Table G-6 Elastomer Compatibility Candidate oil testing for elastomer compatibility shall be performed using the five Standard Reference Elastomers (SREs) referenced herein and defined in SAE J2643. Candidate oil testing shall be performed according to ASTM D7216 Annex A2, The post-candidate-oil-immersion elastomers shall conform to the specification limits detailed herein Elastomer Material (SAE J2643) Polyacrylate Rubber (ACM-1) Test Procedure Material Property Units Limits ASTM D471 Volume % -5, 9 ASTM D2240 Hardness pts. -10, 10 ASTM D412 Tensile Strength % -40, 40 Hydrogenated Nitrile Rubber (HNBR-1) ASTM D471 Volume % -5, 10 ASTM D2240 Hardness pts. -10, 5 ASTM D412 Tensile Strength % -20, 15 Silicone Rubber (VMQ-1) ASTM D471 Volume % -5, 40 ASTM D2240 Hardness pts. -30, 10 ASTM D412 Tensile Strength % -50, 5 Fluorocarbon Rubber (FKM-1) ASTM D471 Volume % -2, 3 ASTM D2240 Hardness pts. -6, 6 ASTM D412 Tensile Strength % -65, 10 Ethylene Acrylic Rubber (AEM-1) ASTM D471 Volume % -5, 30 ASTM D2240 Hardness pts. -20, 10 ASTM D412 Tensile Strength % -30, 30 Page 11 of 11