The Savant Group Technical Papers

Scanning Brookfield Technique (SBT)

(According to ASTM D5133 and D7110)

"Studies of the Flow and Gelation Response of Jet Fuels at Critical Low Temperatures"

     Written by Theodore W. Selby, Savant Inc. and Marlin Vangsness & Linda Shafer, The University of Dayton Research Institute
     - Presented by Ted Selby at the International Condition Monitoring Conference 2004 -- Joint Oil Analysis Program (JOAP), Pensacola Beach, FL, April 18-22, 2004.

Abstract
Many jet aircraft fly at altitudes and ambient temperatures exposing the jet fuel to temperatures well below -40°C.  Operation of aircraft at low ambient temperatures and at higher altitudes is highly dependent on the low-temperature flow properties of the jet fuel used.  However, these fuels vary widely in manufacture around the world and in quality levels within a given hierarchy of fuels from commercial Jet A and Jet A-1 to military JP-4 through JP-8 and more extended fuels.

Thus, the low-temperature viscosity and rheology of jet fuels is a primary consideration in determining the temperature range within which the aircraft can be operated.  In particular, the tendency of the fuel to form a congealed or gelated condition at temperatures below -40°C can markedly restrict the operation of the aircraft both in altitude and in flight path.

This paper shows application of the Scanning Brookfield Technique to determine the viscosity and gelation tendencies of jet fuels over a range of temperatures down to -65°C.  Of critical significance, the paper presents information on the practicality of additive treatment approaches to significantly improve the operational range of jet fuels at these very low temperatures.



"Pumpability -- Past Accomplishments; Present and Future Challenges"
     Written by Theodore W. Selby, Savant Inc.

    -Published in Oil Flow Studies at Low Temperatures in Modern Engines, ASTM STP 1388, H. Shaub, Ed., ASTM, West Conshohocken, PA




"Applying the Low-Temperature Scanning Brookfield Technique to Analysis of Lubricants, Transmission Fluids, and Fuels"
     Written by Gregory C. Miiller, Tannas Co. and Theodore W. Selby, Savant Inc.
     - Presented by Greg Miiller at the Gulf Coast Conference, Galveston Island, TX

Abstract
Adequate flow response can be a problem with lubricants, transmission/differential fluids, and fuels at low temperatures. In developing lubricants or fuel formulations expecting to function well at low temperatures, it is critical to study their behavior over the broadest temperature range likely to be encountered. This can prove to be a complex task using the full scale equipment or even with instruments requiring single point measurements.

This paper discusses a simple scanning approach using rotational viscometry that provides a broad temperature range yet specific evaluation of potential flow problems in lubricants and fuels.



"Problems in Bench Test Prediction of Engine Oil Performance at Low Temperature"
    Written by Theodore Selby, Savant Inc.
    - SAE Paper #922287, SAE International Fuels and Lubricants Meeting and Exposition in San Francisco, California, October 19-22, 1992.

Abstract
The author points out the necessity of a reevaluation of the SAE J300 Engine Oil Viscosity Classification System and of the instruments and bench tests developed over the last 30 years to predict low-temperature engine oil performance.  Greater ease in starting engines at low temperatures as a consequence of lower friction, electronic timing, and fuel injection has resulted in engines with potentially much higher Critical Starting Viscosities than those which formed the basis for the low-temperature portion of the SAE J300 Classification System.  Presenting some of the pertinent low-temperature data available from a well-known engine oil database, the author discusses the consequences of this situation with regard to a number of questions related to the present application of pumpability and startability bench tests, their limitations, and the importance of finding ways to meet the technical challenges.  In an effort to encourage dialogue, a suggested replacement for the low-temperature section of the SAE J300 Classification System is proposed which would alter the present system's startability-bias with a gelation-bias reflecting both the improvement in engine startability and the resultant increasing vulnerability of the engine to air-binding phenomena.


"The Scanning Brookfield Technique of Low-Temperature, Low-Shear Rheology - Its Inception, Development, and Applications"
    Written by T.W. Selby, Savant Inc.
    - Presented at the ASTM Symposium on Low-Temperature Lubricant Rheology: Measurement and Relevance To Engine Operation,
      Austin, Texas, December 10, 1991.
    - Published in the ASTM STP 1143 technical book entitled: "Low Temperature Lubricants Rheology Measurement and
      Relevance to Engine Operation; pages 33-64. Robert B. Rhodes, Editor.

Abstract
The development of the Scanning Brookfield Technique (SBT) has generated new understandings of the rheology of automotive lubricants at low temperatures, particularly in regard to the phenomenon of air-binding, which is believed to be caused by oil gelation.  The latter phenomenon has been directly implicated in the pumpability failure of engines in the field and in cold-room simulation.

The paper first traces the prior studies and use of the Brookfield Viscometer at low temperature -- work which generated low-temperature information on lubricants and methods ultimately leading to the development of the Scanning Brookfield Technique (SBT) and the application of this technique to the detection of the presence and severity of gelation at lower temperatures of automotive operation.  The SBT has shown close correlation with the Pumpability Reference Oils (PROs) used in the ASTM engine pumpability study and has detected significant gelation in all known field- or engine-failing oils.

The most recent studies generated by the SBT show that the technique permits the measure of new criteria of gelation, two of which are: 1) Gelation Index, a measure of maximum gelation severity closely correlated with the yield stress of lubricant, and 2) Gelation Temperature, the temperature at which Gelation Index is generated.


"Analysis of ASTM/IP Engine Pumpability Data -- Pertinent Insights Concerning a Landmark Cooperative Study"
     Written by T.W. Selby
     - SAE Paper #910751, SAE International Congress and Exposition, Detroit, Michigan, February 28, 1991.


"The Use of the Scanning Brookfield Technique to Study the Critical Degree of Gelation of Lubricants at Low Temperatures"
   Written by T.W. Selby
    - SAE Paper #910746, SAE International Congress and Exposition, Detroit, Michigan, February 28, 1991.


"Further Considerations of Low-Temperature, Low-Shear Rheology Related to Engine Oil Pumpability - Information from The Scanning Brookfield Technique"
    Written by Theodore W. Selby
    - SAE Paper #852115, SAE International Fuels and Lubricants Meeting and Exposition, Tulsa, Oklahoma, October 21-24, 1985.


"Low Temperature Flow Properties of Engine Oils"
    Written by T.W. Selby
    - A written discussion of Paper No. 820509 by R.L. Stambaugh and J.H. O'Mara of Rohm & Haas Company, SAE International Congress, February, 22-26, 1982.


"Low Shear, Low Temperature Properties of Engine Oils - Techniques with the Brookfield Viscometer"
    Written by T. W. Selby and D.A. Piasecki
    - SAE Paper #800367, SAE/ASTM Symposium on the Relationship Between Engine Oil Viscosity and Engine Performance,
      Paper VI, SAE Congress and Exposition, Detroit, Michigan, February 25-29, 1980.
 

The Savant
Group
Savant, Inc. Tannas Co. Institute of Materials
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