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1. Scope*
1.1 This test method covers the laboratory determination of
the viscosity of engine oils at 100C and 1106s1 using the
Tapered Bearing Simulator (TBS) viscometer.2
NOTE 1This test method is similar to Test Method D4683 which uses
the same TBS viscometer to measure high shear viscosity at 150C.
1
This test method is under the jurisdiction of ASTM Committee D02 on
Petroleum Products and Lubricants and is the direct responsibility of Subcommittee
D02.07 on Flow Properties.
Current edition approved Nov. 1, 2007. Published December 2007. Originally
approved in 2001. Last previous edition approved in 2006 as D661601a(2006).
DOI: 10.1520/D6616-07.
2
Available from Tannas Co., 4800 James Savage Rd., Midland, MI 48642. This
viscometer and associated equipment as listed in the research report was used to
develop the precision statement. To date, no other equipment has demonstrated,
through ASTM International interlaboratory testing, the ability to meet the precision
of this test. This is not an endorsement or certification by ASTM International.
2. Referenced Documents
2.1 ASTM Standards:3
D4683 Test Method for Measuring Viscosity at High Shear
Rate and High Temperature by Tapered Bearing Simulator
D4741 Test Method for Measuring Viscosity at High Temperature and High Shear Rate by Tapered-Plug Viscometer
3. Terminology
3.1 Definitions:
3.1.1 density, nmass per unit volume. In the SI, the unit of
density is the kilogram per cubic metre. For practical use, the
submultiple, gram per cubic centimetre, is more convenient.
The density in gram per cubic centimetre is equal to 1/1000 the
density in kg/m3.
3.1.2 Newtonian oil or fluid, nan oil or fluid that at a
given temperature exhibits a constant viscosity at all shear rates
or shear stresses.
3.1.3 non-Newtonian oil or fluid, nan oil or fluid that
exhibits a viscosity that varies with changing shear stress or
shear rate.
3.1.4 shear rate, nthe velocity gradient in fluid flow. The
SI unit for shear rate is s1.
3.1.5 shear stress, nthe motivating force per unit area for
fluid flow. The area is the area under shear. The SI unit for
shear stress is the Pa.
3.1.6 viscosity, nthe ratio between the applied shear stress
and the rate of shear. It is sometimes called the coefficient of
dynamic viscosity. This coefficient is a measure of the resistance to flow of the liquid. In the SI, the unit of viscosity is the
Pascalsecond; often the milliPascalsecond or its equivalent
the centiPoise is found more convenient.
3.1.6.1 apparent viscosity, nthe viscosity of a nonNewtonian fluid at a given shear rate or shear stress determined
by this test method.
3.2 Definitions of Terms Specific to This Standard:
3
For referenced ASTM standards, visit the ASTM website, www.astm.org, or
contact ASTM Customer Service at service@astm.org. For Annual Book of ASTM
Standards volume information, refer to the standards Document Summary page on
the ASTM website.
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3.2.1 idling oil2, nan oxidatively stable Newtonian oil
injected into the operating viscometer stator when the instrument is likely to be held for periods of time greater than 30 min
and up to two weeks at 100C. Use of this oil prevents stator
deposits from additives, which may decompose after longer
exposure times in the operating viscometer and permits continuous operation of the viscometer without need to shut the
instrument off.
3.2.2 Newtonian Reference Oil2, na specially blended
Newtonian oil that has the same viscosity at 100C as the
non-Newtonian reference oil of 3.2.3.
3.2.3 non-Newtonian reference oil2, na specially formulated non-Newtonian oil, identified as NNR-10, having a
selected apparent viscosity at 1106s1 shear rate. The oil is
used to establish an operating gap between the rotor and stator
which will produce 1106s1 shear rate when the rotor height is
adjusted to give a torque output equivalent to that of the special
reference oil described in 3.2.2.
3.2.4 reciprocal torque intersection, 1/Ti, nthe rotor position on the micrometer defined by the intersection of two
straight lines generated by the reciprocal torque method using
the Newtonian reference oil of 3.2.2 and non-Newtonian
reference oil of 3.2.3. Reciprocal torque versus rotor height
measurements on both oils gives straight lines whose intersection, 1/Ti, establishes the desired rotor position for operation at
1106s1 shear rate.
3.2.5 reference Newtonian calibration oils2, nspecially
chosen Newtonian oils used to determine the viscosity-torque
relationship of the TBS viscometer at 100C from which the
viscosity of an unknown oil is calculated.
3.2.6 rotor height (rotor position), nthe vertical position
of the rotor relative to the stator and measured by the platform
micrometer.
3.2.6.1 stored rotor height (rotor position), nthe rotor
position with the rotor 0.50 mm above the rubbing contact
position (see 3.2.7) when the instrument is shut down.
3.2.7 rubbing contact position, nthe rotor height determined when the tapered rotor is lightly brought into contact
with the similarly tapered stator.
3.2.8 test oil, nany oil for which the apparent viscosity is
to be determined by this test method.
4. Summary of Test Method
4.1 A motor drives a tapered rotor closely fitted inside a
matched tapered stator. Appropriate technique establishes operation of the viscometer to yield 1106s1 at a temperature of
100C at which point test oils are introduced into the gap
between the spinning rotor and stationary stator. The rotor
exhibits a reactive torque to the viscous resistance of each test
oil and the value of this torque response is used to determine
the apparent viscosity of the test oil at 100C.
5. Significance and Use
5.1 Viscosity at the shear rate and temperature of this test
method is thought to be particularly representative of bearing
conditions in large medium speed reciprocating engines as well
as automotive and heavy duty engines operating in this
temperature regime.
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FIG. 4 Control Console for Tapered Bearing Simulator Viscometer Models 400, 500, and 600
variation of torque with time makes desirable the recording and analysis
of the torque output more precise, particularly when determining torque
equilibrium.
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torque/temperature data (see Note 5). The torque reading must
be in milliVolts and the temperature in C with a full-scale
chart range of 20 to 120C.
6.8.1.2 Use a chart speed of 1 cm/min for recording.
6.8.1.3 Set and, when necessary, reset, the strip chart torque
voltage to that which will permit recording the torque as much
as possible on the upper two-thirds of the chart paper for
maximum sensitivity.
6.8.1.4 Factor the resulting voltage values to calculate the
correct values of torque.
NOTE 5Although the digital information from the torque output meter
on the viscometer console can be, and is, used for recording additional test
information, it is desirable to use a two-pen, strip-chart recorder or its
computer equivalent since this provides a continuous torque/temperature
record of torque/temperature equilibrium necessary for precision in
calibration and in calculating viscosity.
8. Sampling
8.1 Fifty millilitres of a representative sample of fresh or
used test oil is placed in a 50 mL syringe equipped with
attached filter holder and 10- filter disk2 in preparation for
injection into the TBS viscometer.
TABLE 1 Reference Oil Viscosities at 100.0C
Reference Oil
Characteristic
Nominal ViscositiesA
R-2200
R-2300
R-2350
R-2400
R-2450
NNR-10B
Newtonian
Newtonian
Newtonian
Newtonian
Newtonian
Non-Newtonian
mPas at 1106s1
;3
;5
;7
;10
;12
;10
NOTE 7It is important to always use a filter and filter disk to prevent
larger particles from entering the rotor-stator gap. However, it is also
important to note that the TBS viscometer will work with heavily particle
laden used oils as long as they are passed through the 10- filter.
9. Preparation of Apparatus
9.1 Set up stator cooling method, air or liquid, according to
the manufacturers directions.
NOTE 8When analyzing relatively viscous oils, stator cooling is
necessary. This is particularly the case at lower operating temperatures
such as 100C where simple radiation from the stator through the stator
housing is not sufficient to carry away the heat generated by viscous
resistance to shear.
9.3 If the TBS viscometer has been turned off for some
period of time (>1 h), make sure the motor is off and slowly
(;2 min) inject 50 mL of R-2400 into the stator while turning
the rotor using the upper Siamese collet connecting the motor
shaft and the drive wire slowly between the thumb and
forefinger.
9.4 If the TBS Viscometer has been operating at 100C,
proceed to Section 11 unless recalibration is desired.
9.4.1 If recalibration is desired, proceed to 10.2.
10. Calibration
10.1 If the operating position of the rotor in the stator has
already been established in previous work at 100C, proceed to
Section 12.
10.2 If the operating position of the rotor in the stator must
be established from a cold start for operation at 100C, follow
the manufacturers instructions to find the rubbing contact
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position of the rotor with the stator by rotating the upper
Siamese collet between the thumb and forefinger as the rotor is
slowly lowered by using the elevator wheel (see Note 12).
NOTE 12The indicator dial reading decreases when the rotor and
platform are raised and vice-versa. Exercise care in using the TBS elevator
wheel to move the rotor in the direction intended by the indicating arrow
on top of the wheel (clockwise to simultaneously raise both the platform
and rotor, counter clockwise to lower both).
Rubbing Contact
Up ;0.15 mm to nearest 0.1 mm
Up to 0.100 mm
Up to 0.100 mm
Up to 0.100 mm
Up to 0.100 mm
A
Example
14.176
14.000
13.900
13.800
13.700
13.600
mmA
mmA
mmA
mmA
mmA
mmA
Torque, T
R-2400
NNR-10
R-2400
NNR-10
value
value
value
value
value
value
value
value
value
value
1/value
1/value
1/value
1/value
1/value
1/value
1/value
1/value
1/value
1/value
See Note 12 for relationship between rotor (platform) position and micrometer reading
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five sets of decreasing values of indicated torque with increasing rotor (platform) height as in Table 2 (see Example) and
record the torque and rotor height values.
NOTE 18The full sequence required is shown in Table 2 and provides
five sets of torque/height data for each of R-2400 and NNR-10.
11.1.9 Calculate the reciprocals of the torque values collected in 11.1 through 11.1.8 (see Table 2) for the Newtonian
reference oil R-2400.
11.1.9.1 Linearly regress the rotor height (platform) position
versus the reciprocal torque values found for these rotor
heights. Record the slope, intercept, and correlation coefficient,
R, of this best line.
11.1.9.2 The value of R should be equal to or greater than
($) 0.999.
11.1.9.3 If R is less than (<) 0.999, slowly (;1 min)
re-inject 50 mL of R-2400 and repeat 11.1.2 through 11.1.9.2
using special care to set and record the exact values of height
to the third decimal place on the depth indicator dial (see Note
17). Recalculate the value of R.
11.1.9.4 If the value of R is now acceptable, proceed to 11.2.
If the value of R is still not high enough, contact the
manufacturer of the TBS.
11.2 Non-Newtonian Reference Oil, NNR-10Establish the
reciprocal torque information for the non-Newtonian reference
oil, NNR-10 by slowly (;1 min) injecting 50 mL of nonNewtonian reference oil NNR-10 and setting the rotor (platform) height to the exact initial position previously used for the
Newtonian Reference oil, R-2400 in 11.1.2 (see Note 17).
11.2.1 Establish temperature/torque equilibrium, then
record the rotor (platform) position indicated by the depth
indicator dial and use the bouncer button once only to initiate
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height and reciprocal torque at the intersection point Hi = Hi8 as well as
1/Ti = 1/Ti8. Setting equation H = m/T + b = H8 = n/T8 + c: m/Ti+ b = n/Ti
+ c and 1/Ti = (c-b)/(m-n) substituting 1/T = (c-b)/m-n) into H = m/T + b
Hi= [m(c-b)/(m-n)] + b; the intersection height for 1106s1.
12.2.1 Slowly (;1 min) inject 50 mL of Newtonian reference oil, R-2400, and allow for torque/temperature equilibration (see Note 16). Apply the bouncer button briefly, allow the
torque value to stabilize, and record torque.
NOTE 21In determinations of viscosity using all TBS viscometer
models except Model 2100 E, it is necessary to use the bouncer button
once after temperature/torque equilibrium has been established. See Note
2.
(1)
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12.6.2.2 If the NNR-10/R-2400 torque ratio is outside of
1.000 6 0.015, adjust the rotor height (platform) according to
12.2 until the correct torque ratio value is obtained and then
repeat the calibration steps of 12.3 through 12.5.
12.6.2.3 If the viscosity of NNR-10 is still not within 2 %
agreement with the value on the container, contact the instrument manufacturer.
13. Analysis of Sample Oils Obtaining Torque Values
13.1 Inject 50 mL of each test oil slowly (;1 min) into the
fill tube, wait for temperature/torque equilibrium, then apply
the bouncer button (see Note 21), and record the torque value
after it again stabilizes.
13.1.1 If the amount of test oil is limited, a different
injection procedure may be used. Fill the syringe with 30 mL
of oil and make three injections of 10 mL each and waiting 10 s
between injections.
NOTE 23If the amount of test oil is severely limited, contact the
manufacturer regarding a technique requiring no more than 10 to 15 mL
of test oil.
periodic flush with a polar organic solvent such as dimethyl sulfoxide will
eventually lead to a test cell whose surfaces are coated with deposits from
the oils being analyzed. It is recommended that the test cell be treated with
an organic polar solvent after every 200 to 300 analyses if used
continuously and after every 50 to 70 analyses if used intermittently.
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17.2 BiasThere is no accepted reference material suitable
for determining the bias of this test method.
17.3 Relative BiasResults from this test method were
found, by an interlaboratory test study, to agree with those from
Test Method D4741 at 100C.5
18. Keywords
18.1 dynamic viscosity; high shear rate viscosity; high shear
rate viscosity at 100C; high shear viscosity; high temperature
viscosity; rotational viscometer; Tapered Bearing Simulator
Viscometer
5
Supporting data have been filed at ASTM International Headquarters and may
be obtained by requesting Research Report D02-1496.
ANNEX
(Mandatory Information)
A1. ROUND ROBIN TEST METHOD FOR MEASURING VISCOSITY AT HIGH SHEAR RATE BY TAPERED BEARING
SIMULATOR VISCOMETER AT 100C USING AUTOMATED TECHNIQUE
Reference Oil
Nominal Viscosity,
mPas
R-2200
R-2300
R-2350
R-2400
R-2450
NNR-10
~3.00
~5.00
~7.00
~10.00
~12.00
~10.00A
6
The sole source of supply of reference oils known to the committee at this time
is the Tannas Co., Midland, MI 48642. If you are aware of alternative suppliers,
please provide this information to ASTM International Headquarters. Your comments will receive careful consideration at a meeting of the responsible technical
committee,1 which you may attend.
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A1.4 Preparation of TBS Viscometer for Automated
Analysis
A1.4.1 Follow manufacturers instructions as well as pertinent information in the parent method.
NOTE A1.3The TBS automated program version for this Round
Robin is Auto-TBS V. 2.0.
D6616 07
A1.5.4 Immediately set the dial indicator exactly (see Note
10) to the value indicated on the monitor to position the rotor
at the first step. Then type T to cause the computer program to
collect data. The computer program will call for three more
exact settings. Initiate the next step in the sequence by typing
T. When the first four steps are completed, set the rotor back to
first position again and type T. The computer program then
initiates the same sequence with R-2400.
NOTE A1.9It is helpful to record the torque and rotor position
indicated by the dial indicator for each step with both NNR-10 and
R-2400.
A1.5.5 The computer program will analyze the torque/rotorposition data and determine the slope, intercept, value of the
correlation coefficient, R, for both NNR-10 and R-2400 as well
as show their intersection point.
NOTE A1.10To maintain quality control, record the slope, intercept
and value for R for both R-2400 and NNR-10. Also, record the reciprocal
torque and rotor position for the intersection of the two lines. The latter
value is the indicated rotor position associated with a shear rate of
1106s-1.
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operator to press R on the keyboard. This returns the screen to
the gap-setting menu as before. Return to A1.6.2.1, re-establish
the appropriate gap by calculating and setting the new gap, and
then recalibrate.
A1.7.4 The samples left unanalyzed when the NNR-10
analysis fell out of range must be moved up in sequential order
in the trays to eliminate the empty vials.
NOTE A1.17Re-initiation of the analysis program starts the siphon at
Position 1, Tray I.
NOTE A1.18When the automated program finishes analyzing all
samples, it injects NNR-10 followed by the Idling Oil and awaits the
operators further actions.
A1.8 Report
A1.8.1 Report all viscosity data collected using the data
printout of the computer. Follow the directions given in Section
16.
A1.9 Precision and Bias
A1.9.1 Refer to Section 17.
A1.10 Keywords
A1.10.1 Refer to Section 18.
SUMMARY OF CHANGES
Subcommittee D02.07 has identified the location of selected changes to this standard since the last issue
(D661601a(2006)) that may impact the use of this standard.
(1) Clarified definition of density.
(2) Added parts of speech to all definitions.
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