ASTM D5533-98e1

1.1 This test method covers an engine test procedure for evaluating automotive engine oils for certain high-temperature performance characteristics, including oil thickening, sludge and varnish deposition, and oil consumption, as well as engine wear. Such oils include both single viscosity grade and multiviscosity grade oils which are used in both spark-ignition, gasoline-fueled engines, as well as in diesel engines.

Note 1-Companion test methods used to evaluate engine oil performance for specification requirements are discussed in SAE J304.

1.2 The values stated in either acceptable metric units or in other units shall be regarded separately as standard. The values stated in each system may not be exact equivalents; therefore, each system must be used independently of the other, without combining values in any way.

1.3 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety and health practices and determine the applicability of regulatory limitations prior to use.

1.4 This test method is arranged as follows:

Subject Section Introduction Scope 1 Referenced Documents 2 Terminology 3 Summary of Test Method 4 Significance and Use 5 Apparatus 6 Laboratory 6.1 Drawings 6.2 Specified Equipment 6.3 Test Engine 6.4 Engine Parts 6.4.1 Hold-Back Fixture 6.4.2 Engine Speed and Load Control 6.5 Engine Cooling System 6.6 Flushing Tank 6.7 Coolant Mixing Tank 6.8 Jacketed Rocker Cover, Intake Manifold Crossover, and Breather Tube Cooling Systems 6.9 External Oil-Cooling System 6.10 Fuel System 6.11 Carburetor Air Supply Humidity, Temperature, and Pressure 6.12 Temperature Measurement 6.13 Thermocouple Location 6.13.1 Air-to-Fuel Ratio Determination 6.14 Exhaust and Exhaust Back Pressure Systems 6.15 Blowby Flow Rate Measurement 6.16 Pressure Measurement and Pressure Sensor Location 6.17 Reagents and Materials 7. Test Fuel 7.1 Additive Concentrate for the Coolant 7.2 Coolant Preparation 7.3 Pre-Test Cleaning Materials 7.4 Post-Test Cleaning Materials 7.5 Sealing and Anti-seize Compounds 7.6 Hazards 8 Test Oil Sample Requirements 9 Preparation of Apparatus 10 Oil Heat Exchanger Cleaning 10.1 Jacketed Rocker Cover Cleaning 10.2 Breather Tube Cleaning 10.3 Cleaning of Special Stainless Steel Parts 10.4 Intake Manifold Cleaning 10.5 Precision Rocker Shaft Follower Cleaning 10.6 Cleaning of Engine Parts (other than the block and heads) 10.7 Engine Block Cleaning 10.8 Cylinder Head Cleaning 10.9 Engine Build-up Procedure 10.10 General Information 10.10.1 Special Parts 10.10.2 Hardware Information 10.10.3 Sealing Compound Applications 10.10.4 Fastener Torque Specifications and Torquing Procedures 10.10.5 Main Bearing Cap Bolts 10.10.5.1 Cylinder Head Bolts 10.10.5.2 Intake Manifold Bolts 10.10.5.3 Torques for Miscellaneous Bolts, Studs, and Nuts 10.10.5.4 Parts Replacement 10.10.6 Engine Block Preparation 10.10.7 Piston Fitting and Numbering 10.10.8 Piston Ring Fitting 10.10.9 Pre-Test Camshaft and Lifter Measurements 10.10.10 Camshaft Bearing Installation 10.10.11 Camshaft Preparation 10.10.12 Camshaft Installation 10.10.13 Installation of Camshaft Hold-Back Fixture 10.10.14 Camshaft Sprocket, Crankshaft Sprocket, and Chain 10.10.15 Camshaft Thrust Button 10.10.16 Main Bearings 10.10.17 Crankshaft 10.10.18 Main Bearing Cap Installation 10.10.19 Crankshaft End Play 10.10.20 Piston Pin Installation 10.10.21 Piston Installation 10.10.22 Harmonic Balancer 10.10.23 Connecting Rod Bearings 10.10.24 Engine Front Cover 10.10.25 Coolant Inlet Adapter 10.10.26 Timing Mark Accuracy 10.10.27 Oil Pump 10.10.28 Oil Dipstick Hole 10.10.29 Oil Pan 10.10.30 Cylinder Head Assembly 10.10.31 Adjustment of Valve Spring Loads 10.10.32 Cylinder Head Installation 10.10.33 Hydraulic Valve Lifters 10.10.34 Pushrods 10.10.35 Precision Rocker Shaft Assembly 10.10.36 Valve Train Loading 10.10.37 Intake Manifold 10.10.38 Rocker Cover Deflectors and Stanchions 10.10.39 Rocker Covers 10.10.40 Water Inlet Adapter 10.10.41 Breather Tube 10.10.42 Coolant Outlet Adapter 10.10.43 Oil Fill Adapter 10.10.44 Oil Filter Adapter 10.10.45 Oil Sample Valve 10.10.46 Ignition System 10.10.47 Carburetor 10.10.48 Accessory Drive Units 10.10.49 Exhaust Manifolds, Water-Cooled 10.10.50 Engine Flywheel 10.10.51 Pressure Checking of Engine Coolant System 10.10.52 Lifting of Assembled Engines 10.11 Mounting the Engine on the Test Stand 10.12 External Cooling System Cleaning 10.13 Engine Coolant Jacket and Intake Manifold Coolant Crossover Cleaning (Flushing) 10.14 Coolant Charging 10.15 Test Oil Charging 10.16 Engine Oil Pump Priming and Cam-and-Lifter Pre- Test Lubrication 10.17 Calibration 11 Laboratory and Engine Test Stand Calibration 11.1 Testing of Reference Oils 11.1.1 Reference Oil Test Frequency 11.1.2 Reporting of Reference Oil Test Results 11.1.3 Evaluation of Reference Oil Test Results 11.1.4 Status of Non-reference Oil Tests Relative to Reference Oil Tests 11.1.5 Status of Test Stands Used for Non-Standard Tests 11.1.6 Instrumentation Calibration 11.2 Engine Operating Procedure 12 Dipstick and Hole Plug 12.1 Oil Fill Adapter 12.2 Carburetor Air Inlet Supply Line 12.3 Engine Start-up and Shutdown Procedures 12.4 Start-up 12.4.1 Shutdown 12.4.2 Non-Scheduled Shutdowns 12.4.3 Oil Sampling 12.5 Oil Leveling 12.6 Checks for Glycol Contamination 12.7 Air-to-Fuel-Ratio Measurement and Control 12.8 Blowby Flow Rate Measurement 12.9 NOx Determinations 12.10 Data Recording 12.11 Ignition Timing Run (Ten Minutes) 12.12 Break-In (4 Hours) 12.13 Engine Oil Quality Testing (64 Hours) 12.14 Test Termination 12.15 Determination of Test Results 13 Engine Disassembly 13.2 Preparation of Parts for Rating of Sticking, Deposits, and Plugging 13.3 Rating Environment 13.4 Part Sticking 13.5 Sludge Rating 13.6 Piston Skirt Deposits Rating 13.7 Oil Ring Land Deposits Rating 13.8 Part Plugging Observations 13.9 Visual Inspection for Scuffing and Wear 13.10 Post-Test Camshaft and Lifter Wear Measurements 13.11 Connecting Rod Bearing Weight Loss 13.12 Viscosity Test 13.13 Blowby Flow Rate Measurements 13.14 Oil Consumption Computation 13.15 Photographs of Test Parts 13.16 Retention of Representative Test Parts 13.17 Severity Adjustments 13.18 Determination of Operational Validity 13.19 Report 14 Report Forms 14.1 Use of SI Units 14.2 Precision of Reported Units 14.3 Deviations from Test Operational Limits 14.4 Oil Pressure Plot 14.5 Precision and Bias 15 Keywords 16 Annexes The Role of the ASTM Test Monitoring Center (TMC) and the Calibration Program A1 Sequence IIIE Engine Test Parts A2 Sequence IIIE Test Parts and Drawings A3 Sequence IIIE Test Fuel Analysis A4 Sequence IIIE Test Control Chart Technique for Developing and Applying Severity Adjustments A5 Sequence IIIE Test Reporting A6 Sequence IIIE Test Air-to-Fuel Ratio A7 Sequence IIIE Test Blowby Flow Rate Correction Factor A8 Appendixes Sequence IIIE Test-Engine Build Measurement Worksheets X1 Sequence IIIE Test-Pre- and Post-Test Measurements X2 Sequence IIIE Test-Cam Lobe Oiling Wand X3 Sequence IIIE Test-Operational Logs, Checklists, and Worksheets X4 Sequence IIIE Test-Rating Worksheets X5