SAE J300 is a standard that defines the viscometric properties of mono- and multigrade engine oils, maintained by SAE International. [1] Key parameters for engine oil viscometrics are the oil's kinematic viscosity, its high temperature-high shear viscosity measured by the tapered bearing simulator, and low temperature properties measured by the cold-cranking simulator and mini-rotary viscometer. This standard is commonly used throughout the world, and standards organizations that do so include API and ILSAC, [2] and ACEA. [3]
The SAE has a separate viscosity rating system for gear, axle, and manual transmission oils, SAE J306, which should not be confused with engine oil viscosity. The higher numbers of a gear oil (e.g., 75W-140) does not mean that it has higher viscosity than an engine oil 20W-50.
In the SAE J300 standard (2021), the viscosity grades are 0W, 5W, 10W, 15W, 20W, 25W, 8, 12, 16, 20, 30, 40, 50, and 60. [4] [1] In the United States, these numbers are often referred to as the "weight" of a motor oil, and single-grade motor oils are often called "straight-weight" oils. The grades with a W designation are considered Winter-grades, and denote an engine oil's low-temperature properties, while non-winter grades denote an engine oil's properties at the operating temperature of an engine. [5] The SAE 8 through SAE 16 viscosity grades describe oils that can improve fuel economy through reduced hydrodynamic friction. [6] [7]
Grade | Low-temperature CCS viscosity (cP) (max) | Low-temperature pumping viscosity (cP) (max) | Kinematic viscosity (cSt)@100 °C (min) |
---|---|---|---|
0W | 6,200 @-35 °C | 60,000 @-40 °C | 3.8 |
5W | 6,600 @-30 °C | 60,000 @-35 °C | 3.8 |
10W | 7,000 @-25 °C | 60,000 @-30 °C | 4.1 |
15W | 7,000 @-20 °C | 60,000 @-25 °C | 5.6 |
20W | 9,500 @-15 °C | 60,000 @-20 °C | 5.6 |
25W | 13,000 @-10 °C | 60,000 @-15 °C | 9.3 |
To assign winter grades, the dynamic viscosity is measured at various cold temperatures, specified in J300, in units of mPa·s, or the equivalent older non-SI units, centipoise (abbreviated cP), using two test methods. They are the cold-cranking simulator (CCS, ASTM D5293) and the mini-rotary viscometer (pumping, ASTM D4684). Each temperature is associated with a grade, SAE 0W, 5W, 10W, 15W, 20W, or 25W, with higher grade numbers corresponding to higher temperatures. The oil fails the test at a particular temperature if the oil is too viscous. The grade of the oil is that associated with the coldest temperature at which the oil passes the test. For example, if an oil passes at the specified temperatures for 10W and 5W, but fails at the 0W temperature, the oil is grade 5W. It cannot be labeled 0W or 10W.
Grade | Kinematic viscosity (cSt)@100 °C (min) | Kinematic viscosity (cSt)@100 °C (max) | HTHS viscosity (cP)@150 °C (min) |
---|---|---|---|
8 | 4.0 | <6.1 | 1.70 |
12 | 5.0 | <7.1 | 2.0 |
16 | 6.1 | <8.2 | 2.3 |
20 | 5.6 | <9.3 | 2.6 |
30 | 9.3 | <12.5 | 2.9 |
40 | 12.5 | <16.3 | 2.9 or 3.7 |
50 | 16.3 | <21.9 | 3.7 |
60 | 21.9 | <26.1 | 3.7 |
To assign non-winter grades, kinematic viscosity is graded by ASTM D445 or ASTM D7042, measuring the time it takes for a standard amount of oil at a temperature of 100 °C (212 °F) to flow through a standard orifice, in units of mm2/s (millimetre squared per second) or the equivalent older non-SI units, centistokes (abbreviated cSt). The longer it takes, the higher the viscosity and thus the higher the SAE code. Larger numbers are thicker. J300 specifies a viscosity range for each non-winter grade, with higher grade numbers corresponding to higher viscosities. In addition, a minimum viscosity measured at a high temperature and high-shear rate (HTHS, ASTM D4683) is also required.
Grades may appear alone - for example, a lawnmower may require SAE 30. This single grade specification means that the oil must meet the SAE 30 requirements. But SAE also allows designating an oil with two viscosity grades, referred to as a multi-grade oil. For example, 10W-30 designates a common multi-grade oil. A 10W-30 oil must pass the SAE J300 viscosity grade requirements for both 10W and 30, and all limitations placed on the viscosity grades, such as the requirement that a 10W oil must fail the 5W requirements.
Viscosity index improvers (VIIs) are special polymer additives added to oil, usually to improve cold weather performance in passenger vehicles. If any VIIs are used, the oil must be labeled with a multi-grade designation. Otherwise, an oil not containing VIIs can be labeled as multi-grade or single grade. For example, a 20W-20 oil can be easily made with modern base oils without any VIIs. This oil can be labeled as 20W-20, 20W, or 20.
Before the discovery of oil fields in Pennsylvania, lubricating oils primarily consisted of animal and vegetable oils like lard and castor oil. However, with the opening of these fields, petroleum-based lubricants quickly entered the market. Initially, there was skepticism surrounding these petroleum oils, seen as inferior to their animal and vegetable counterparts. To cut costs, some started blending petroleum oils with animal or vegetable oils, often selling these mixtures at regular prices without disclosing the presence of petroleum oils. This practice of adulteration was frowned upon, prompting chemists and oil experts to develop tests to detect such fraud. Tests such as viscosity, specific gravity, flash point, fire point, pour point, acid number, and saponification number were devised to distinguish between petroleum and animal/vegetable oils. Of these, while some such as viscosity were relevant to selecting the right oil for an application, most were useful only for detecting adulteration. Often, specific test values were specified as requirements despite being irrelevant, unfairly giving the perception that Pennsylvania oil was inferior. Despite these difficulties, Pennsylvania oils gradually replaced animal and vegetable oils in many applications because they were cheap and gave good lubrication. [9]
As oil fields in the Central, Western, and Southwestern regions of the United States began production, newer oils entered the market, competing with Pennsylvania oils. Chemists discovered variations in the properties of these oils compared to Pennsylvania oils. Again, these oils were often considered inferior solely on the basis of particular tests, despite these tests being unrelated to the specific application, but eventually the new oils developed a place for themselves based on their merits. Although the oils differed in their characteristics, most automobiles could be used with a large variety of oils. [9]
In June 1911, SAE published Specification No. 26 for "automobile engine light lubricating oil", [10] the first such formal specification. [11] H. C. Dickinson, of the Bureau of Standards, similarly tried very hard to have the larger oil companies agree on the viscosities represented by the terms "light", "medium", "heavy", "extra heavy", and so on. These efforts were unsuccessful, since these names were tied up with the trademarks and advertising of the oil companies. Companies would market the same oil as a "heavy" automobile oil and a "light" tractor oil, and different companies might call this "heavy" automobile oil a "light" or "medium" automobile oil. Beginning in 1920, the SAE began efforts to draw up a more extensive set of specifications. [12] In 1921, US government lubrication specifications were drawn up to facilitate the purchase of oil by the government. [9] Representatives from the government, SAE, and the American Petroleum Institute met in 1922, [13] resulting in SAE adopting a specification for 10 grades of oil in March 1923. [11] [9] This specification was not adopted for general use. Refiners felt that marking their oils with the SAE specifications would associate them with inferior oils. Also, the specifications included many tests that were irrelevant to automobile performance. [9]
By 1926, it had become clear that the light/medium/heavy distinction was not practical for automobile users. [9] In the fall of 1925, a joint meeting of SAE and ASTM committee members (automotive and oil engineers) worked out a new standard. The SAE adopted this standard in July 1926. [14] This standard was similar to the modern single-grade standard in having grade numbers with no direct relationship to any measured property, but being ordered by ascending viscosity, and contained six grades 10 through 60. [11] By 1928, the standard was being widely adopted by oil and automotive companies. [14] [15] [16] Grade 70 was added in 1928. [17] In 1933, SAE proposed 10W and 20W grades, [11] which saw popular use [18] despite never being formally adopted until 1950. [11]
In 1950, the 10, 60, and 70 grades were dropped, new 5W, 10W, and 20W grades were added, and the testing criteria were simplified. The multi-grade labeling scheme was approved in 1955. The J300 identifier was attached around 1962. The criteria were reformulated in 1967 to use kinematic viscosity in centiStokes and the cold-cranking simulator. The 15W grade was added December 1975. [11] [19] In 1980, 0W and 25W grades were added, and a low-temperature pumpability test. Grade 60 was re-added in 1987. HTHS viscosity was added in 1992. [19]
Grade 16 was added in 2013. Michael Covitch of Lubrizol, Chair of the SAE International Engine Oil Viscosity Classification (EOVC) task force was quoted stating "If we continued to count down from SAE 20 to 15 to 10, etc., we would be facing continuing customer confusion problems with popular low-temperature viscosity grades such as SAE 10W, SAE 5W, and SAE 0W," he noted. "By choosing to call the new viscosity grade SAE 16, we established a precedent for future grades, counting down by fours instead of fives: SAE 12, SAE 8, SAE 4." [20] Grades 8 and 12 were added in 2015. [19] The use of ASTM D7042 for determining low shear rate kinematic viscosity was added in 2021. [1]
A lubricant is a substance that helps to reduce friction between surfaces in mutual contact, which ultimately reduces the heat generated when the surfaces move. It may also have the function of transmitting forces, transporting foreign particles, or heating or cooling the surfaces. The property of reducing friction is known as lubricity.
Motor oil, engine oil, or engine lubricant is any one of various substances used for the lubrication of internal combustion engines. They typically consist of base oils enhanced with various additives, particularly antiwear additives, detergents, dispersants, and, for multi-grade oils, viscosity index improvers. The main function of motor oil is to reduce friction and wear on moving parts and to clean the engine from sludge and varnish (detergents). It also neutralizes acids that originate from fuel and from oxidation of the lubricant (detergents), improves the sealing of piston rings, and cools the engine by carrying heat away from moving parts.
A hydraulic fluid or hydraulic liquid is the medium by which power is transferred in hydraulic machinery. Common hydraulic fluids are based on mineral oil or water. Examples of equipment that might use hydraulic fluids are excavators and backhoes, hydraulic brakes, power steering systems, automatic transmissions, garbage trucks, aircraft flight control systems, lifts, and industrial machinery.
Synthetic oil is a lubricant consisting of chemical compounds that are artificially modified or synthesised. Synthetic lubricants can be manufactured using chemically modified petroleum components rather than whole crude oil, but can also be synthesized from other raw materials. The base material, however, is still overwhelmingly crude oil that is distilled and then modified physically and chemically. The actual synthesis process and composition of additives is generally a commercial trade secret and will vary among producers.
The National Lubricating Grease Institute is an international trade association that serves the grease and gear lubricant industry. It exists to promote research and development of lubrication technology. It also publishes industry standards for greases.
The NLGI consistency number or NLGI grade expresses a measure of the relative hardness of a grease used for lubrication, as specified by the standard classification of lubricating grease established by the National Lubricating Grease Institute (NLGI). Reproduced in standards ASTM D4950(“standard classification and specification of automotive service greases”) and SAE J310(“automotive lubricating greases”), NLGI's classification is widely used. The NLGI consistency number is also a component of the code specified in standard ISO 6743-9“lubricants, industrial oils and related products — classification — part 9: family X (greases)”.
Gear oil is a lubricant made specifically for transmissions, transfer cases, and differentials in automobiles, trucks, and other machinery. It has high viscosity and usually contains organosulfur compounds. Some modern automatic transaxles do not use a heavy oil at all but lubricate with the lower viscosity hydraulic fluid, which is available at pressure within the automatic transmission. Gear oils account for about 20% of the lubricant market.
The viscosity index (VI) is an arbitrary, unit-less measure of a fluid's change in viscosity relative to temperature change. It is mostly used to characterize the viscosity-temperature behavior of lubricating oils. The lower the VI, the more the viscosity is affected by changes in temperature. The higher the VI, the more stable the viscosity remains over some temperature range. The VI was originally measured on a scale from 0 to 100; however, advancements in lubrication science have led to the development of oils with much higher VIs.
Grease is a solid or semisolid lubricant formed as a dispersion of thickening agents in a liquid lubricant. Grease generally consists of a soap emulsified with mineral or vegetable oil.
The cold-cranking simulator (CCS) is a device used to determine the low temperature performance of lubricants, when starting a cold engine. In this condition, the only energy available to turn the engine comes from the starter motor and the battery, and it has been widely assumed that the system acts as a constant power viscometer. The use of this device for this purpose is standardized as ASTM D5293.
Automatic transmission fluid (ATF) is a hydraulic fluid that is essential for the proper functioning of vehicles equipped with automatic transmissions. Usually, it is coloured red or green to differentiate it from motor oil and other fluids in the vehicle.
Shell Rotella is a line of heavy-duty engine lubrication products produced by Shell plc. The line includes engine oils, gear oils and coolants. The oil carries both the American Petroleum Institute (API) diesel "C" rating as well as the API gasoline engine "S" rating. Ratings differ based on the oil. Rotella oils, like the T3 15W-40, meet both the API CJ-4 and SM specifications, and may be used in both gasoline and diesel engines. However, it is formulated specifically for vehicles without catalytic converters, containing phosphorus levels beyond the 600–800 ppm range. Therefore, Rotella is not recommended for gasoline vehicles with catalytic converters due to the higher risk of damaging these emission controls. Newer formulations of Rotella T6 however are API SM rated as safe for pre-2011 gasoline vehicles.
Oil additives are chemical compounds that improve the lubricant performance of base oil. The manufacturer of many oils can use the same base stock for each formulation and can choose different additives for each use. Additives comprise up to 5% by weight of some oils.
Crude oil is extracted from the bedrock before being processed in several stages, removing natural contaminants and undesirable hydrocarbons. This separation process produces mineral oil, which can in turn be denoted as paraffinic, naphthenic or aromatic. The differences between these different types of oils are not clear-cut, but mainly depend on the predominant hydrocarbon types in the oil. Paraffinic oil, for example, contains primarily higher alkanes, whereas naphthenic oils have a high share of cyclic alkanes in the mixture.
Base oils are used to manufacture products including lubricating greases, motor oil and metal processing fluids. Different products require different compositions and properties in the oil. One of the most important factors is the liquid’s viscosity at various temperatures. Whether or not a crude oil is suitable to be made into a base oil is determined by the concentration of base oil molecules as well as how easily these can be extracted.
Base Number (BN) is a measurement of basicity that is expressed in terms of the number of milligrams of potassium hydroxide per gram of oil sample. BN is an important measurement in petroleum products, and the value varies depending on its application. BN generally ranges from 6–8 mg KOH/g in modern lubricants, 7–10 mg KOH/g for general internal combustion engine use and 10–15 mg KOH/g for diesel engine operations. BN is typically higher for marine grade lubricants, approximately 15-80 mg KOH/g, as the higher BN values are designed to increase the operating period under harsh operating conditions, before the lubricant requires replacement.
Pour point depressants are used to allow the use of petroleum based mineral oils at lower temperatures. The lowest temperature at which a fuel or oil will pour is called a pour point. Wax crystals, which form at lower temperatures, may interfere with lubrication of mechanical equipment. High-quality pour point depressants can lower a pour point of an oil additive by as much as 40°C.
The mini-rotary viscometer is a device used to measure the pumpability of an engine oil at low temperatures. Engine oils must meet viscometric standards including those determined by the MRV in order to be classifiable within SAE J300 viscosity grades. The requirement was added after the winters of 1980-81 and 1981-82 caused major pumpability field problems in the US and Europe.
SAE J306 is a standard that defines the viscometric properties of automotive gear oils. It is maintained by SAE International. Key parameters for this standard are the kinematic viscosity of the gear oil, the maximum temperature at which the oil has a viscosity of 150,000 cP, and a measure of its shear stability through the KRL test.
HFRR is a measurement for lubrication of Diesel or heating oil and stands for highfrequencyreciprocatingrig. The value is given in μm, lower is better. The measured value is the diameter of the flattening of the ball after the test.