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To: API Lubricants Group Cc: Lubricants Group Mailing List
API Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) During the March 14, 2018 Lubricants Standards Group Meeting the LSG considered a motion to ballot the Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) The Motion proposed the following Tests required for interchange.
Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )
Can Be “Read-Across” 1 to: Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30
0W-16 NA X X X X X 0W-20 X NA X X X X 0W-30 X X NA X X X 5W-20 X X X NA X X 5W-30 X X X X NA X 10W-30 X X X X X NA
1Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.
Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate’s base oil viscosity at 100°C falls within the range of the base oil viscosity at 100°C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.) Example:
Matrix Oil 1
Matrix Oil 2
Candidate Oil A
Candidate Oil B
Base Oil Viscosity @ 100°C, cSt 4.6 10.9 9.0 12.4
Dxxxx Seq. IX LSPI Pass Pass
Test Required? No Yes
Reason Formulation falls within the base oil viscosity range
Formulation does not fall within the base oil viscosity range
After review and discussion, the LSG agreed by voice vote to Ballot “Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )” into API 1509, Annex F. A copy of the Motion is included in the documentation. Draft of Annex F, “Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )” is provided to show how the Seq. IX equivalency will be included in API 1509. The Analysis the Seq. IX Test data are provided to support Motion to accept “Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )” into Annex F. Lubricants Group Members should use the API eBallot System to cast their vote and make comments. The eBallot Link is: http://Ballots.api.org. The Lubricants Group Member votes will be counted, and all received comments reviewed and considered before the ballot results are final. Non-Lubricants Group Members should comment on the Ballot Motion using the eBallot system. The eBallot Link is: http://Ballots.api.org. All comments on the Ballot Motion will be reviewed before the ballot results are final. This eBallot will close on March 30. All Votes and/or Comments must be received by the close date. If approved the Effective Date of the Change to API 1509 will March 15, 2018.
Motion to Ballot
Motion to Ballot “Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )” into API 1509, Annex F.
• Motion by Richard Dougherty
• Second by Chris Cornish
Approve 18
Against: 0
Abstain: 0
Draft Table F-xxTable F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test
(ASTM Dxxxx) Can Be “Read-Across” 1 to:
Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30
0W-16 NA X X X X X
0W-20 X NA X X X X
0W-30 X X NA X X X
5W-20 X X X NA X X
5W-30 X X X X NA X
10W-30 X X X X X NA
1Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.
Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate’s base oil viscosity at 100°C falls within the range of the base oil viscosity at 100°C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.)
Example:
Matrix Oil 1
Matrix Oil 2
Candidate Oil A
Candidate Oil B
Base Oil Viscosity @ 100°C, cSt 4.6 10.9 9.0 12.4
Dxxxx Seq. IX LSPI Pass Pass
Test Required? No Yes
Reason Formulation falls within the base oil viscosity range
Formulation does not fall within the base oil viscosity range
Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )
Can Be “Read-Across” 1 to:
Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30
0W-16 NA X X X X X
0W-20 X NA X X X X
0W-30 X X NA X X X
5W-20 X X X NA X X
5W-30 X X X X NA X
10W-30 X X X X X NA
1Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.
Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate’s base oil viscosity at 100°C falls within the range of the base oil viscosity at 100°C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.)
Example:
Matrix Oil 1
Matrix Oil 2
Candidate Oil A
Candidate Oil B
Base Oil Viscosity @ 100°C, cSt 4.6 10.9 9.0 12.4
Dxxxx Seq. IX LSPI Pass Pass
Test Required? No Yes
Reason Formulation falls within the base oil viscosity range
Formulation does not fall within the base oil viscosity range
Statistics Group
Art Andrews, Exxon Mobil
Doyle Boese, Infineum
Jo Martinez, Chevron Oronite
Kevin O’Malley, Lubrizol
Lisa Dingwell, Afton
Todd Dvorak, Afton
2
Executive Summary
Sequence IX BOI/VGRA Matrix analysis:
Technology is statistically significant
The remaining design factors are not statistically significant in a model containing all
of the design factors.
Base Oil Group
Base Stock Slate within Base Oil Group
Relative VM
Base Oil Viscosity
3
IX BOI/VGRA Matrix Data Set
4
Precision Matrix/Target Setting
Data
RO 221 (Oil 1)
Number of tests = 8
BOI/VGRA Pre, Mid and Post Data
RO 221 (Oil 1)
Number of tests = 14
BOI/VGRA Matrix Data
Oils 2 to 19
Number of tests = 18
EM Data
Number of tests = 12
Total Number of tests = 52
Oil TechEst.
Viscosity Grade
Base Stock Slate
BOV, cStRelative VM Treat
1 221 0W-16 III E 4.239 1.02 220 - II B 4.869 1.73 220 5W-20 II K 4.869 1.04 220 5W-30 III E 4.869 1.75 220 10W-30 II K 6.200 1.06 220 10W-30 III D 6.200 1.07 220 - III D 6.200 1.78 221 - II B 4.869 1.79 221 5W-20 III D 4.869 1.010 221 5W-30 III D 4.869 1.711 221 - II B 6.200 1.712 221 - II K 6.200 1.713 542 0W-16 III E 4.239 1.014 542 0W-20 III D 4.239 1.715 542 - II K 4.239 1.716 542 5W-20 II B 4.869 1.017 542 5W-30 II B 4.869 1.718 542 5W-30 III E 4.869 1.719 542 10W-30 III E 6.200 1.020 220 II EHC 4.900 2.121 220 IV EM 4.900 2.122 Tech 1 IV EM 4.900 2.123 Tech 1 II EHC 4.900 2.124 Tech 2 IV EM 4.900 2.125 Tech 2 II EHC 4.900 2.1
RO 221BOI/VGRA MatrixEM Matrix Supplement
BOI/VGRA Matrix Test Distribution on
Stand-Engine Combinations
5
The matrix tests were run on 6 combinations of 5 engines and 5 stands.
Run order A-1 (4-26) A-2 (2-27) G-1 (62-34) G-2 (60-39) G-2 (60-38) G-3 (120-38)
RO 221 RO 221 RO 221 RO 221 RO 221 RO 221
131422-IX 131423-IX 131412-IX 132672-IX 131414-IX 132674-IX
2 IX6 IX8 IX21 (EM) IX4 IX25 (EM) IX13
130924-IX 130679-IX 027201-01- 130910-IX 027205-01-EG 131317-IX
IX2 IX18 RO 221 IX16 IX21 (EM) IX11
130920-IX 131327-IX 131415-IX 131321-IX 027201-02-EG 130675-IVBIX14 IX19 IX22 (EM) IX5 IX22 (EM) IX9
131323-IX 131329-IX 027202-01- 130912-IX 027202-02-EG 130673-IVBIX10 IX17 IX23 (EM) IX15 IX23 (EM) IX7
130681-IX 131325-IX 027203-01- 131319-IX 027203-02-EG 130914-IXIX3 RO 221 IX24 (EM) IX20 (EM) IX24 (EM) IX12
130922-IX 131888-IX 027204-01- 027206-01- 027204-02-EG 130677-IVBRO 221 RO 221 RO 221 RO 221 RO 221
131889-IX 131898-IX 132675-IX 131898-IX 132676-IX
IX25 (EM) IX25 (EM)
027205-02- 027206-01-
RO 221 RO 221
131900-IX 132951-IX
RO 221BOI/VGRA MatrixEM Matrix Supplement
7
8
9
1
3
4
5
6
Regression Analysis
6
Modeled 2 datasets
Main matrix (18 oils + 8 RO 221 from Target Setting Dataset)
Combined Main matrix and EM matrix (12 oils)
BOI/VGRA Matrix data was severity adjusted to account for Stand-Engine effects based on average of “bookend” RO 221 tests.
Regressed LSPI [Sqrt(AVPIE + 0.5)] on:
Technology
BO API Gp
BS Slate[BO API Gp]
BOV100
Rel. VM
The matrix was not designed to estimate interaction effects and, due to, among other issues, multicollinearity concerns, interactions are not included in the regression analysis.
Correlation of BO and FO properties:
BOV100 and Finished Oil Noack are highly correlated and should not be included in the same model.
Likewise, BO VI and BO API Gp are highly correlated and should not be included in the same model.
Main Matrix (n=26) Regression Analysis
9
Technology is only
statistically significant factor.
Factors not statistically
significant:
BO API Gp
BS Slate[BO API Gp]
BOV100
Rel. VM
Term Coefficient p-Value VIF
Intercept 2.2406 0.0386Tech[220] -1.3886 <.0001 1.69Tech[221] 0.8365 <.0001 1.54Tech[542] 0.5521BO API Grp[II] -0.0585 0.6429 1.25
BO API Grp[II]:BS Slate[B] 0.1944 0.3169 1.10BO API Grp[III]:BS Slate[D] 0.0369 0.8276 1.45BOV100, cSt (Calc) 0.0001 0.9997 1.50Rel. VM 0.2062 0.5757 1.40
Parameter Estimates
Source Nparm p-Value
Tech 2 <.0001BO API Grp 1 0.6429BS Slate[BO API Grp] 2 0.5841BOV100, cSt (Calc) 1 0.9997Rel. VM 1 0.5757
Effect Test
VM Impact - One-Off Comparisons
10
Oil Technology
Estimated Viscosity
Grade
Base Stock Slate BOV, cSt
Relative VM Treat
VM Impact6 220 10W-30 III D 6.200 1.07 220 - III D 6.200 1.79 221 5W-20 III D 4.869 1.010 221 5W-30 III D 4.869 1.716 542 5W-20 II B 4.869 1.017 542 5W-30 II B 4.869 1.7
BOV Impact - One-Off Comparisons
11
Oil Technology
Estimated Viscosity
Grade
Base Stock Slate BOV, cSt
Relative VM Treat
BOV Impact3 220 5W-20 II K 4.869 1.05 220 10W-30 II K 6.200 1.011 221 - II B 6.200 1.78 221 - II B 4.869 1.713 542 0W-16 III E 4.239 1.019 542 10W-30 III E 6.200 1.0
Slate Impact – One-Off Comparisons
12
Oil Technology
Estimated Viscosity
Grade
Base Stock Slate BOV, cSt
Relative VM Treat
Slate Impact5 220 10W-30 II K 6.200 1.06 220 10W-30 III D 6.200 1.011 221 - II B 6.200 1.712 221 - II K 6.200 1.714 542 0W-20 III D 4.239 1.715 542 - II K 4.239 1.7
Combined Matrices (n=38) Regression Analysis
16
Technology is only statistically significant factor.
Factors not statistically significant:
BO API Gp
BS Slate[BO API Gp]
BOV100
Rel. VM
Source Nparm p-Value
Tech 2 <.0001BO API Grp 1 0.2577BS Slate[BO API Grp] 2 0.4264BOV100, cSt (Calc) 1 0.4092Rel. VM 1 0.3071
Effect Test
Term Coefficient p-Value VIF
Intercept 1.0843 0.228Tech[220] -1.1705 <.0001 1.65Tech[221] 1.1284 <.0001 3.64Tech[542] 0.9418 0.0003 3.00
Tech[Tech 1] -1.0074 0.0008 3.03Tech[Tech 2] 0.1077BO API Grp[II] 0.0807 0.4823 1.17BO API Grp[III] 0.3269 0.1349 4.31BO API Grp[IV] -0.4076BO API Grp[II]:BS Slate[B] 0.3476 0.1133 1.96BO API Grp[II]:BS Slate[EHC] -0.2948 0.3324 4.27BO API Grp[II]:BS Slate[K] -0.0528BO API Grp[III]:BS Slate[D] 0.0331 0.8331 1.45BO API Grp[III]:BS Slate[E] -0.0331BOV100, cSt (Calc) 0.1248 0.446 1.50Rel. VM 0.3173 0.3569 1.40
Parameter Estimates