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Technical Trainer Pack - SARAL
Technical Trainer Pack - SARAL
Technical Trainer Pack - SARAL
Disclaimer:
All images and animations used in this document are for training purposes only.
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TECHNICAL TRAINING PACK
Direction of motion
Friction force
Limiting Friction:
Friction acts in the opposite direction of motion. As the force is
applied in the direction of motion, frictional force also increases in
the opposite direction. The force at which the body just starts to
move is called the “limiting friction” . The energy to overcome
friction is effectively wasted
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FRICTION
CAUSES OF FRICTION
Friction between two dry solid surfaces sliding over each other mainly arises
from adhesion and surface roughness.
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FRICTION
TYPES OF FRICTION
FRICTION
FLUID FRICTION
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FRICTION
Consequences of Friction
We need friction for walking, braking a vehicle or lighting a match stick
However sometimes we need to avoid it as extra work has to be done to overcome
it. This generates heat and wastes energy. Friction also increases wear that
frequently leads to failure of the machine
What is Lubrication
Any procedure that reduces the friction between two moving surfaces is
lubrication. Any material which is used for this purpose is lubricant.
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HOW IS FRICTION REDUCED?
There is less “friction” between fluid molecules moving over each other
than between the two surfaces moving across each other
Fluid
Molecules
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TYPES OF LUBRICANT
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WHY LUBRICATE? - REDUCE SLIDING FRICTION
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WHY LUBRICATE? - REDUCE ROLLING FRICTION
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WHY LUBRICATE? - CONTROL FRICTION
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WHY LUBRICATE? - PROTECT AGAINST
CORROSION
Engines generate moisture as a natural byproduct of combustion
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WHY LUBRICATE? - KEEP CLEAN
FILTER
out and remove them through a filter
PISTON
Dirty oil Clean oil
ring
Some lubricants contain dispersants
which ‘suspend’ dirt particles in the oil
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WHY LUBRICATE? - COOL
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WHY LUBRICATE? - SEAL
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LUBRICATION FUNDAMENTALS – PART II
Formulation
Crude Extraction of Base Oil Trials &
Refining Design & Blending Storage
Selection Crude Selection Approvals
Lab Testing
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WHAT IS IN A LUBRICANT?
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WHAT IS A BASE OIL
A base oil is defined as a refined petroleum fraction or a synthetic material that is produced to a
given set of specifications. The base oil is identified by a unique formula, product identification
number, or both.
Source:
API- figures based on 1995
average yields for U.S. refineries
SIMPL 9/8/2014 23
CLASSIFICATION OF BASE OILS
The American Petroleum Institute (API) has classified base oils into five categories based on their physical and chemical
characteristics.
Groups I to III are mineral base stocks classified based on the levels of
Sulfur : It is an impurity which is removed by refining. It affects lubricant performance and emissions.
Percentage Saturates : Unsaturated HCs must be removed/converted to saturated molecules which are more
stable and provide good resistance to oxidation and sludge.
Viscosity Index (VI) : It is the rate of change of viscosity with temperature. A base stock with a higher VI is
desirable.
Group IV is a category dedicated to Polyalfaolefins (PAOs). These are synthetically produced base stocks.
All the other base stocks not classified in the above categories form Group V
Group Typical Process Route Saturates (Vol %) Sulfur (Wt%) Viscosity Index
I Solvent refining <90 &/or >0.03 & ≥ 80 < 120
II Mild Hydrocracking and catalytic dewaxing ≥ 90 & ≤ 0.03 & ≥ 80 < 120
III Severe hydrocracking, catalytic dewaxing and/or ≥ 90 & ≤ 0.03 & ≥ 120
hydroisomerisation
IV Chemically engineered Polyalphaolefins (PAOs)
V Other Base Oils Not Group I, II, III or IV (Napthenics, Esters &
PAGs)
PPD
Viscosity
Antifoam
Modifier
Antioxidant
Additives Dispersant
Corrosion
Antiwear
Inhibitor
Detergent
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Lubricant Properties
VISCOSITY
Viscosity is one of the most important physical properties of an oil.
Viscosity is defined as a of a fluid's resistance to flow and internal friction.
Water Honey
Viscosity is defined as
Kinematic Viscosity - Fluids resistance to flow
under influence of gravity
Units = Centistokes (cSt) or mm2/s
HIGH
Viscosity
LOW
FLOW TEMPERATURE
Temperature
June 2012 29
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Lubricant Properties
WHY DO WE NEED AN OIL WITH HIGH VISCOSITY INDEX
TOO THICK TOO THICK
VISCOSITY
Add Viscosity
Modifiers
Viscosity modifiers are additives used to improve the viscosity index of an oil.
They are long chain, high molecular weight, oil soluble polymers.
Adding viscosity modifiers improves the viscosity index by compensating the decrease in viscosity with
increase in temperature.
This allows for the formulation of multigrade oils that can perform in winter and summer conditions.
The viscosity modifiers allow multigrade oils to provide both adequate viscosity at high temperatures for
engine protection and also low viscosity at low temperatures for improved pumpability.
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UNDERSTANDING MULTIGRADE OILS
100C
40C
Overheating Protection
As multigrade oils would be more viscous (thick) at temperatures higher than 100 C they
would better protect engine components against wear by maintaining adequate film.
Extended Drain Intervals
The oil thinning due to shearing of viscosity modifiers is compensated by oil thickening due
to insolubles and oxidation resulting in a consistent viscosity over longer ODI
Table SAE J300 is for Crankcase lubricants while SAE J306 is for Automotive Gear
Lubricants
The SAE grade of a lubricant is written as: SAE xW-y, where x is related to low temperature
viscosity, y is related to high temperature viscosity
The larger the numbers, the higher the viscosity
Therefore an SAE 20W-50 oil has a higher viscosity than an SAE 5W-30
80 - 7.0 <11.0
85 - 11.0 <13.5
90 - 13.5 <18.5
250 - 41.0 -
Organic peroxides
Block the chain (oxidation) reaction
Most effective below 95°C
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Lubricant Additives
POUR POINT DEPRESSANT
Oils with low pour points remain fluid at lower operating temperatures
When an oil is used at a temperature below its pour point, it may not flow due to
congealing. Due to the lack of oil circulation it becomes difficult to start the
equipment.
A pour point depressant is an additive that is used to lower the pour point of a
lubricant in order to improve its flow at low temperatures.
Acceptable Unacceptable
Acceptable Unacceptable
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Cam lobe wear
IMPORTANCE OF TBN
TBN is determined by the amount of magnesium and calcium additives which can
form ash leading to the formation of deposits in piston rings.
High TBN is not necessarily good.
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INDUSTRY WIDE ORGANISATIONS
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OEM SPECIFICATIONS
BMW
Ferrari
Ford
Daimler-Benz
Porsche
PSA
Renault
Rover
VW
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“INTERNATIONAL” SPECIFICATIONS
API and ILSAC in the US and ACEA in Europe are the main
specifications used to qualify auto and truck engine oils throughout the
world. There are large areas of common ground however and the
approach is similar in each case; the differences relate to some of the
engines used in the evaluations
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INTERNATIONAL ORGANISATIONS INVOLVED IN SETTING AND
ADMINISTRATING STANDARDS IN THE AUTOMOTIVE INDUSTRY
In Europe there are three letter systems; ACEA A1 through 5 for PCMO
– gasoline, B1-5 for PCMO – diesel and E1-5 for HDDEO
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WHAT DO THE ACEA SPECS MEAN?
Ax/Bx
A is for B is for diesel
petrol/gasoline
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WHAT DO THE ACEA SPECS MEAN?
A1/B1 Low friction; low viscosity. Unsuitable for use in some engines. Consult
owner manual.
A3/B3 For high performance gasoline engines and car & light van diesel
engines
A3/B4 For high performance gasoline and direct injection diesel engines, also
or suitable for applications described under A3/B3
A3/B3/B4
A5/B5 Low friction; low viscosity in high performance gasoline engines and
car & light van diesel engines
A5/B5
A1/B1
Fuel Economy
C1, C2
Performance
Overview
A3/B3
- A3/B3/B4
C3, C4
Performance
SIMPL August 2014 54
ACEA CATEGORIES – FOR LIGHT DUTY PCMO
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INTRODUCTION OF ACEA “C”
Like the A/B combinations, C oils will meet the combined needs
of the diesel and gasoline passenger car fleet
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PERFORMANCE OVERVIEW OF A/B AND C SEQUENCES
C1, C2
A2/B2 A3/B3/B4
C3, C4
obsolete
SAPS limits
Sulphated Ash < 0.5% < 0.8%
Performance
Phosphorus < 0.05% 0.07-0.09%
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JASO SPECS SIGNIFICANCE
Continued……
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JASO SPECS SIGNIFICANCE
JASO MA
API GL-4: Intended for axles spiral bevel gears operating under moderate to
severe conditions of speed and load. These oils may be used in manual
transmission and transaxle applications.
API GL-5: Intended for gears, particularly hypoid gears, in axles operating
under various combinations of high-speed/shock load and low-speed/high-
torque conditions
GL-5 is designed for more severe conditions than GL-4 and is specifically
made for axle lubrication. But GL-5 is not recommended for use in GL-4
applications like gearbox since the excessive additives can harm the gears.
Always refer to the manufacturer’s recommendation.
Because greases are different from oils, their property is not measured by
viscosity but by consistency. It defines how hard the grease is, the NLGI 000
greases have a consistency similar to cooking oil, while the NLGI consistency
of 6 grease is similar to a block of cheese.
•The American Petroleum Institute is the primary trade association to the oil
industry in America
•The API engine classification system was established in the late 1960’s to
ensure that lubricants met minimum defined standards.
SC
SD
SE
SF
SG
SH
SJ
SL
SM Latest and most demanding specification = SN
SN
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API SPECIFICATION: PASSENGER CAR ENGINE OILS
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ILSAC RATINGS
INTERNATIONAL LUBRICANT STANDARDIZATION AND APPROVAL COMMITTEE
Star Burst indicates that the oil is of a good quality and meets the GF
rating. Usually, only 0W, 5W and 10W oils will have this symbol.
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MAJOR OEM SPECIFICATIONS FOR PCMO
OEM Specs
GM Dexos 1 & Dexos 2
Mercedes MB 229.1
Benz MB229.3
MB 229.31
MB 229.5
MB 229.51
Volkswagen VW 501.01
VW 502.00
VW 504.00
VW 505.00
VW 505.01
VW 507.00
Renault RN0700
Service Fill RN0710
RN0720
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RELATIVE PERFORMANCE OF EACH API CATEGORY
CI-4
Ring and CH-4
Filter Plugging
Liner Wear CG-4
CF-4
Oil CF
Consumption Piston Deposits
Valve-train Corrosion
Wear Soot
Thickening
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MAJOR OEM SPECIFICATIONS FOR HDDEO
OEM Specs OEM Specs
GM Dexos 1 & Dexos 2 Caterpillar ECF 1a, 2 & 3
Mercedes MB 228.0 Cummins 20078
Benz MB228.1 20081
MB 228.2 DDC 93K214
MB 228.3 93K215
MB 228.31 93K218
MB 228.5
MB 228.51 Mack EO-N PP 03
EO-O VDS-4
MAN 270/271
M 3275 Scania LDF 1 & 2
M 3277
M 3477
M 3757
Volvo Drain VDS
Specifications VDS 2
VDS 3
VDS 4
Scania
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LDF 1 & 2
SYNTHETICS
• Synthetic lubricants are called so since they are made from a synthetic base oil
• Synthetic oils are manufactured from crude oil or gas using advanced chemical
processes. Whereas, mineral base oils are purified from crude oil.
• They are of higher purity and quality than mineral base oils, which means fewer
unwanted components. With more uniform and consistent molecular composition,
they provide higher performance levels than mineral base oils.
• Synthetic oils, such as Helix Ultra 5W-40 or Advance Ultra 10W-40, are thinner oils
compared to conventional 15W-40 or 20W-40 oils.
• In older engines, due to improper maintenance or tough driving conditions, wear
occurs which increases clearances between engine parts. There is no standard for
this, some engines wear out at even 40,000 kms whereas others are in good
condition even after 1,00,000 kms.
• If synthetic oils are used in these engines, due to lesser viscosity, oil will easily escape
through those clearances and will start burning or leaking. This will lead to decrease
in oil level.
• Best way to handle this to tell a first time synthetic user to keep checking oil level
every 250 km or 500 kms so that he knows if it is suitable or not for him.
• If it is running fine, there is nothing better than using a Helix or Advance Ultra!!!
• HX8 0W20 is only specified for specific petrol models of Maruti Suzuki
which have been released after 2012 with K-12 series engines. It is not
recommended for any other vehicles.
• The specification is Suzuki SM, it does not have any API or ACEA
specifications to support usage in other vehicles. Even HX5 has an SN
rating.
• And since it is a vey low viscosity oil, usage is not recommended in other
vehicles as this might be highly unsuitable for them.
• Even though it is fully synthetic, it is cheaper because the additives were
chosen by Maruti specifically for those engines. Helix Ultra and HX7 have
performance levels attested by many OEM specifications.
• HX8 MGDO is recommended for diesel vehicles of Maruti Suzuki and has
only a limited number of specifications without any performance claims.
• Helix Ultra has a performance claim of being 65% better than the industry
standards. And that no other motor oil can keep the engine closer to
factory clean. It also is multi-fuel and can be used in petrol, diesel and gas
engines for ultimate performance.
2.2% fuel economy is a conservative figure that was reached after stringent
engine tests. Best thing to do would to convert a few customers in your market
to Helix Ultra and take their feedback on increase in mileage. It will be
considerably better than 2.2%, you can use that as an example for other
customers in your market.
• In premium oils like Helix HX7, Helix Ultra, Advance AX7 and Advance
Ultra, due to lesser viscosity and better flow of synthetic/semi-synthetic oils,
start up protection of the engine is much better than normal mineral oils.
Different viscosities have been made so that they are applicable according to
requirements of different bike manufacturers. Refer the recommendation sheet
for more clarity.
• Engine oils in bike have to lubricate the engine, gearbox and the clutch.
HDDEO oils are not designed for lubricating the engine only.
• MCOs have JASO MA/MA2 specifications for good clutch performance.
HDDEO do not have this.
• A bike runs at about 10,000 rpm and more whereas a truck runs at max
3.5 to 4,000 rpm, so a truck oil in a bike will not give good performance.
• HDDEO is made for diesel engines to handle soot and has high additive
content, this will not be correct for a bike.
• All diesel engines make soot, which is a form of carbon. Soot comes from
semi burnt diesel and mixes with the engine oil in all conditions. Engine oils
for diesels engines thus are equipped to handle soot and a petrol engine oil
will not do.
• If we use diesel engine oils in petrol engines, they might not give good
performance due to the excessive additive content in diesel engine oils.
• Shell scientists have worked on this for quite sometime and have worked a
way to balance chemistry so that the same oil can give desired
performance in petrol as well as diesel engines, due to which we have
multi-fuel capability in all Helix products.
What is Soot?
In older engines, the parts are worn and the clearances must have increased.
Since 15W40 has a slightly lesser viscosity than 20W40, it flows much faster
at lower temperature. Due to this, some oil consumption might be possible. But
if the tractor is well maintained and in good conditions with any existing oil
consumption issues, 15W40 oils will perform very well. Especailly R3X and
R4.
• It means that the oil will give you highest performance in petrol vehicles
(due to API SN) and will cover the basics for diesel vehicles (due to API CF).
In general, API CF specification is obsolete.
• To understand actual performance in diesel vehicles, we have to look the
ACEA specifications. Ultra has A3/B3/B4 which means it can be used in
high performance direct injection diesel engines (like CRDi and TDI
engines). Refer to the owners manual for minimum spec required.
• In case the query is, why SN/CF and why not SN/CH-4, it is because it is
not necessary. In case any manufacturer, like in TATA cars, asks specifically
for a CH-4 oil, we can offer the HX5 Diesel version.
This is an indication that the oil is doing it’s job by ensuring that soot
particles and other contaminants remain suspended in the oil.
If these contaminants are not suspended in the oil they are likely to cause
sludge deposits blocking oil ways and risking engine failure.
Ask questions…
Do you record oil consumption?
How is it currently being measured?
Has it been measured before?
Prevention
Avoid driving if engine overheats
Use right grade of engine oil and regular oil drain
Remedies
Check engine and coolant system for overheating
Select right grade, eg. Rimula R4 CI-4 Plus for BS IV
vehicles
Prevention
Regular oil drain
Regular oil analysis
Remedies
Use higher viscosity oil
Complete check-up of engine
injector
sensor
Rimula R3+ 40
SIMPL August 2014 94
EXHAUST SMOKE - WHITE
Cracked liner
Air intake is
Contaminant Effect
Water Enters through leaking/damaged gasket, as a blow-by or by
condensation. Accelerates sludge formation and rusts engine
components.
Fuel Mixes with oil due to faulty injection system or damaged gasket.
Fuel dilution reduces the oil viscosity reducing its lubrication
efficiency.
Incompatible Cross contamination can result in accelerated deposit formation,
Lubricants increased wear and changes to the viscosity of the lubricant
Engine Coolant It enters the system through faulty seal or a hole in the engine. It
oxidizes to form acids that corrode engine parts. Also water
reduces the lubrication efficiency.
Dirt & Dust Generally enter through air intake system (damaged or porous air
filter). Very abrasive and cause excessive wear.
Fresh oil colour depends on the source of base oil, degree of processing and
additives. Using dyes is a potential health and environment hazard.
Fresh oil smell has no significance on oil quality – oil quality should be
checked by laboratory analysis only and can be understood by performance
specifications.
Retailer : Your oil is very expensive compared to other International oil companies
Answer :-
• Globally we invested $ 1.3 billion (more than 6000 crores in 2013) and thus we
have the technology to make the best quality oils e.g. We have patented
Technology like PUREPLUS TECHNOLOGY to make lubricants
• Our plant at Taloja is fully robotised , has various quality certifications TS 16949
etc. and thus a excellent blending plant
• More than 200 scientists and engineers dedicated to lubricants R&D in the world
• Thus because of the high cost involved in production and technology investment
because of quality standards our oil is not cheap but is the best quality oil
• If you compare your Margin on selling us and the Headroom(Diff. between RBP
and MRP) we are amongst the best ; Cheap oils have low RBP but low Selling
price also
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FAQ :BRAND AWARENESS
Retailer : Your company has low brand awareness .How will I sell your products?
Answer :-
1. Burmah Shell was present in India till 1967. The then largest refinery in Gujarat was made
by Shell , we were pioneers in distributing cooking gas across India,1st flight in India run by
JRD Tata used Shell lubricants and fuel.
2. We have launched a extensive brand Visibility campaign (signages) in the last 2 years and
have aired TV ads for Shell Advance and Shell Rimula ; Thus our brand awareness is good
now for end consumers
3. We are the World's No. 1 and hence most people who know believe in the quality of our oil
4. Our FMRs organize BTL activations in the market aimed at brand awareness and tertiary
sales of our products thus we will help you to sell our products
5. Many Ustaad mechanics across India are enrolled in our MECHANIC SAMRIDDHI
PROGRAM (more than 50,000 mechanics across India) and they recommend Shell thus our
Brand awareness is improving rapidly
6. For bikers we launched a very successful online cmapaign YAYY Contest through which we
connected to thousands of bikers.
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SHELL ADVANCE
GENERAL FAQS AND SUGGESTED ANSWERS
REQUIREMENT FROM MOTORCYCLE LUBRICANT
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MCO - KEY COMPETITORS
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MCO – BRAND MAPPING
Servo 4T Synth
Premium AX7 Power1 - 4T Premium
& 4T Zoom
Thus Shell can offer the product best suited to each biker’s need
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90 % CLAIM - HOW WAS THE MILLWARD BROWN STUDY
CONDUCTED?
Millward - Brown conducted the study (One of the Top 3 research agencies of the world
This was basically a blind perception trial test wherein bikers were told to use a lubricant without
telling them the brand and then their feedback was taken
The study was conducted in 9 cities amongst bikers of age-group of 18-55
The various criterion on which they gave positive feedback on Shell Advance are :-
% of Bikers Agreeing
Parameter Affected by using Shell Advance
with it
Makes engine run smoothly 90%
Bikers experienced smoother gear shifts 89%
Provides optimal clutch performance 85%
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WHY IS SHELL’S TECHNICAL ASSOCIATION WITH DUCATI A
DIFFERENTIATING FACTOR?
Shell has been in a exclusive technical partnership and is the only oil
recommended by Ducati
Ducati has been using our fuel and lubricants exclusively since 1999 in races
Thus Shell Advance has been based on the research on lubricant usage on racetracks
and thus we are transferring race-track technology for use on roads
No other leading competitor can claim to be as technically competent in this aspect
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SHELL RIMULA
GENERAL FAQS AND SUGGESTED ANSWERS
SHELL RIMULA - BRAND MAPPING
API
specifications Castrol Shell Elf Gulf Servo Valvoline Veedol
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AND WHAT MAKES SHELL RIMULA THAT EFFECTIVE?
!
Acids
!
Deposits
!
Wear
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SPECIAL DETERGENT QUALITIES OF SHELL RIMULA HELPS
TO PREVENT ACID CORROSION
1. Nitrogen and oxygen in 2. Acids attack metal engine 3. Shell Rimula oils’ adaptive
air and sulphur in diesel components. Left unchecked, acid technology acts fast to
enter the cylinder attack can lead to bearing failure neutralise acids
3. Carbon is blocked…
There can be up
to 3 kilos of soot
in a Euro 3 4. Shell Rimula oils’ energised
engine! dispersant molecules are ready
3. These spongy particles settle on to wrap up carbon particles
engine surfaces as a thick sludge before sludge can form
SIMPL September 8, 2014 114
SHELL RIMULA ALSO PROTECTS AN ENGINE FROM
WEAR… BUT HOW?
1. Metal-to-metal contact can occur in
high-pressure, low-oil-flow areas
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SHELL HELIX
GENERAL FAQS AND SUGGESTED ANSWERS
HELIX-SHELL PUREPLUS TECHNOLOGY
+
Innovation
=
Proven expertise Factory clean
Shell PurePlus Technology Active Cleansing Technology Shell Helix Ultra
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HOW IS SHELL HELIX HX5 THE MOST PREMIUM MINERAL
OIL
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HELIX-BRAND MAPPING
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HELIX HX8 0W20 AND HELIX ULTRA ARE BOTH FULLY SYNTHETIC OILS BUT I
WILL HX8 SINCE IT IS CHEAPER
Helix HX8 0W20 is meant for use in some K series engine-make cars of Maruti but
Helix Ultra can used for all cars
Helix Ultra is now based on patented GTL base-oil based PUREPLUS TECHNOLOGY-
This is the 1st time a lubricant has been made from purest base-oil which was made
from natural gas-Thus Helix Ultra is one of the most advanced synthetic lubricants
available
Helix Ultra is a most advanced fully synthetic motor oil because “NO OTHER MOTOR
OIL CAN KEEP ENGINES CLOSER TO FACTORY CLEAN “ .
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