[0001] The present invention relates to oil compositions, particularly motor oils, containing
a tracer metal component to determine the source of another metal component, such
as metal wear, corrosion, contamination, and/or an additive component of the motor
oil.
BACKGROUND OF THE INVENTION
[0002] Current motor oil additives are either non-metal containing, or if they do contain
metal, then the metals are generally calcium, magnesium, zinc, or sodium.
[0003] Recently, it has been found that copper additives are particularly useful in motor
oil as antioxidants. Such use has been described in Canadian Patent 1,170,247 and
European Patent 24146. There is generally little or no problem in formulating passenger
car crankcase oils with copper additives. However, a problem has arisen in applying
these copper additives to motor oils for diesel engines which are extensively used
in trucks. It has become a common practice for many truck fleet operators to have
samples of the engine oil periodically analyzed for metals in order to diagnose contamination,
corrosion and particularly excessive wear and impending failure of engine parts.
Such metal analysis will typically include: copper, which can indicate excessive wear
of copper-lead bearings; iron, which can indicate excessive wear or rust of the engine;
chromium, which can indicate excessive wear of chrome faced piston rings, etc. Adding
a copper additive to the motor oil interferes with the copper analysis as there was
no way to tell from the used oil analysis whether a high level of copper found by
the analysis is due to excessive wear of copper-containing engine parts, and/or whether
the copper is a component of the motor oil being used. Even if the fleet operator
knows that the crankcase was initially filled with oil of a known copper content,
the operator still does not generally know from the analysis if wear is occurring,
particularly if make-up oil was added. Thus, the make-up oil may be obtained from
different suppliers, who may or may not have a copper additive in the oil. Furthermore,
even if both the original oil and all make-up oil are from the same supplier, there
may be an accumulation of metals, including copper, due to varying oil losses due
to volatility of the base oil, which accumulation interferes with determining accurately
the source of the copper.
[0004] The problem is to find a reliable method of determining whether any copper in the
oil is due to a copper additive used by the oil manufacturer, or is due to other sources
such as wear of copper-containing parts, or whether the copper is from both an oil
additive and wear. It also becomes important to determine the relative amount of copper
individually due to an oil additive and to wear to indicate whether the wear is excessive.
Summary of the Invention
[0005] It has been found that the above problems can be solved in an economical fashion
by the use of a tracer metal in an engine oil to facilitate determination in the engine
oil after use of the source of a primary metal introduced into said oil both as an
additive and from at least one other source in which the tracer metal is introduced
into said oil solely as an additive.
[0006] Thus, in the case of copper, by adding a small amount of a tracer metal, other than
copper and other than a metal which is associated with engine wear or corrosion, the
source of copper may be determined. The technique may also be used, for example, for
iron, lead and chromium.
[0007] The tracer metal should be oil soluble, or at least oil dispersible, and preferably
should be easily and accurately measured in the used oil, as well as economical. While
various metals such as potassium, lithium and tungsten could be used, barium has been
found to be particularly desirable. Barium oil additives are well known and have been
extensively used in the past in relatively large amounts in oil, but are now substantially
obsolete and seldom used. By using both copper and barium additives together in a
fixed predetermined ratio of copper to barium, e.g., a 1.6:1 ratio such as 80 ppm
Cu to 50 ppm Ba, the source and amount of copper in used oil can now be accurately
determined. For example, if the used oil showed no barium, then any copper is due
to wear. If analysis showed 150 ppm copper and 60 parts of barium then the amounts
of copper due to engine wear is 150 -1.6 x 60 = 54, indicating both a metal build
up as well as copper wear.
[0008] The copper may be blended into the oil as any oil soluble copper compound, i.e.,
soluble under normal blending conditions in the oil or additive package. The copper
compound may be in the cuprous or cupric form.
[0009] The copper may be added as the copper salt of a synthetic or natural carboxylic acid.
Examples include C₁₀ to C₁₈ fatty acids such as stearic or palmitic, but unsaturated
acids such as oleic or branched carboxylic acids such as naphthenic acids of molecular
weight from 200 to 500 or synthetic carboxylic acids are preferred because of the
improved handling and solubility properties of the resulting copper carboxylates.
[0010] The copper may be in the form of copper dihydrocarbyl thio- or dithio-phosphates
wherein one mole of cuprous or cupric oxide may be reacted with one or two moles of
the dithiophosphoric acid respectively. Copper dihydrocarbyl dithiophosphates may
be prepared in accordance with known techniques by first forming a dithiophosphoric
acid, usually by reaction of an alcohol or a phenol with P₂S₅ andthen neutralising
the dithiophosphoric acid with a suitable copper compound. The dithiophosphoric acids
may be represented by the formula:

wherein R and R' may be the same or different hydrocarbyl radicals containing from
1 to 18, preferably 2 to 12 carbon atoms and including radicals such as alkyl, alkenyl,
aryl, aralkyl, alkaryl and cycloaliphatic radicals. Particularly preferred as R and
R' groups are alkyl groups of 2 to 8 carbon atoms. Thus, the radicals may, for example,
be ethyl, i-butyl, sec-butyl, amyl, n-hexyl, i-hexyl, n-heptyl, n-octyl, decyl, dodecyl,
octadecyl, 2-ethylhexyl, phenyl, butylphenyl, cyclohexyl, methylcyclopentyl, propenyl,
butenyl, etc. In order to obtain oil solubility, the total number of carbon atoms
(i.e. R and R') in the dithiophosphoric acid will generally be about 5 or greater.
[0011] Other useful compounds are oil soluble copper dithiocarbamates of the general formula
(RR'NCSS)
nCu where n is 1 or 2 and R and R' are the same or different as described above for
the copper dihydrocarbyl dithiophosphate. Copper sulphonates, phenates, and acetyl
acetonates, etc. may also be used.
[0012] The barium may be present in the form of oil soluble lubricating oil additives such
as neutral or basic metal salts of sulphonic acids, alkyl phenols, sulphurised alkyl
phenols, alkyl salicylates, naphthenates, and oil soluble mono- and di-carboxylic
acids, etc.
[0013] The neutral or basic barium sulfonates are usually produced by heating a mixture
comprising an oil-soluble alkaryl sulfonic acid with a barium base such as the oxide
or hydroxide sufficient for neutralization of the sulfonic acid. Excess barium base
is used to prepare an overbased additive which contains a dispersed carbonate complex
formed by reacting the excess metal base with carbon dioxide to provide the desired
overbasing. The sulfonic aicds are typically obtained by the sulfonation of alkyl
substituted aromatic hydrocarbons such as those obtained from the fractionation of
petroleum by distillation and/or extraction or by the alkylation of aromatic hydrocarbons
as for example, those obtained by alkylating benzene, toluene, xylene, naphthalene,
diphenyl and the halogen derivatives such as chlorobenzene, chlorotoluene and chloronaphthalene
with polyolefins as for example, polymer from ethylene, propylene, isobutylene, etc.
The resulting alkaryl sulfonates usually contain from about 9 to about 70 or more
carbon atoms, preferably from about 16 to about 50 carbon atoms per alkyl substituted
aromatic moiety.
[0014] Barium salicylate and naphthenate materials are known additives for lubricating oil
compositions to improve their high temperature performance and to counteract deposition
of carbonaceous matter on pistons (U.S. Patent 2,744,069). Salicylate/naphthenate
rust inhibitors are preferably the barium salts of aromatic acids having the general
formula:
HOOC-ArR₁-X
y(ArR₁OH)
n
where AR is an aryl radical of 1 to 6 rings, R₁ is an alkyl group having from about
8 to 50 carbon atoms, preferably 12 to 30 carbon atoms (optimally about 12), X is
a sulfur (-S-) or methylene (-CH₂-) bridge, y is a number from 0 to 4 and n is a number
from 0 to 4.
[0015] Barium salts of sulfurized metal alkyl phenates may also be used. These salts, whether
neutral or basic, are generally of compounds typified by the general formula:

where x = 1 or 2, n = 0, 1 or 2 or a polymeric form of such a compound, where R is
an alkyl radical, n and x are each integers from 1 to 4, and the average number of
carbon atoms in all of the R groups is at least about 9 in order to ensure adequate
solubility in oil. The individual R groups may each contain from 5 to 40, preferably
8 to 20, carbon atoms. The metal salt is prepared by reacting an alkyl phenol sulfide
with a sufficient quantity of metal containing material to impart the desired alkalinity
to the sulfurized metal phenate.
[0016] In general, the amount of added copper compound used in the oil formulations, such
as crankcase motor oil, will be such to give copper concentrations of about 5 to about
500 ppm to weight of copper in the lubricant composition and preferably about 10 to
300, e.g. 60 to about 200 ppm. The amount of barium compound used is such as to give
5 to 500, e.g., 10 to 300, preferably 25 to 150, most preferably 40 to 100 ppm of
barium. The copper and barium can be used in any relative ratio, such as 0.1 to 10,
preferably about 1 to 5, most preferably 2 to 1 parts by weight of copper per part
by weight of barium. Concentrates comprising about 5 to 90, e.g., 10 to 60 wt.%, copper
and barium compounds in lubricating oil may be first formed in whatever ratio is
desired and these may be included as components in various additive packages which
will be used to blend finished lubricating oils. In this way, an accurate and constant
copper/barium ratio can be maintained in the final oil formulations being produced.
[0017] The lubricants to which the products of this invention can be added include not only
hydrocarbon oils derived from petroleum, but also include synthetic oils such as alkyl
esters of dicarboxylic acids, polygylcols and alcohols; polyalphaolefins, alkyl benzene,
organic esters of phosphoric acids, polysilicone oil, etc.
[0018] In the above compositions or concentrates, other conventional additives may also
be present, including dyes, pour point depressants, antiwear agents such as tricresyl
phosphate or zinc dialkyl dithiophosphates of 3 to 8 carbon atoms in each alkyl group,
other antioxidants such as N-phenyl a-naphthylamine, t-octylphenol sulfide, 4,4'-methylene
bis (2,6-ditertbutyl phenol), viscosity index improvers such as ethylene-propylene
copolymers, polymethacrylates, polyisobutylene, alkyl fumarate-vinyl acetate copolymers,
and the like, as well as ashless dispersants such as polyisobutylene succinic anhydride
reacted with amines, hydroxy amines, polyols, etc., calcium and magnesium metal detergents
such as carbon dioxide overbased alkylaryl sufonates, etc.
[0019] Techniques for measuring metals in used oil include flame atomic-absorption spectroscopy,
electrothermal atomic-absorption spectroscopy, optical emission spectroscopy, inductively
coupled plasma emission spectroscopy, scanning electron microscopy-X-ray analysis
and X-ray florescence spectroscopy (see P.K. Hon, O.W. Lau and C.S. Mok, "Direct Determination
of Metals in Lubricating Oils and Aqueous Inorganic Standards", Analyst 1980, 105,
pp. 919-921, and the references cited therein. Other related articles on analysis
of used oils for metals are Lubrication, vol. 70(2), pp. 13-24 (1984): Lubrication
Engineering, vol. 34, 11, pp 625-628, November 1978; Analyst, February 1983, vol.
108, pp. 254-260; Canadian Spectroscopy, January 1970, pp. 17-24; SAE Paper 770642,
Used Engine Oil Analyses - Review by P.A. Asseff, Fuels and Lubricants Meeting, June
7-9, 1977; and E.D. Archer, Lubricants, Oils and Greases in Analytical Chemistry,
vol. 57, No. 5, April 1985.
[0020] The invention will be further indicated by reference to the following example.
Example
[0021] A concentrate was prepared consisting of 76.6 wt.% mineral lubricating oil, 3.4 wt.%
of the neutral barium salt of an alkaryl sulfonic acid, said sulfonic acid having
an average molecular weight of about 1000 and being prepared by alkylation of benzene
sulfonic acid with tetrapropylene and 20.0 wt.% of cupric oleate. The weight ratio
of copper to barium in said concentrate was 1.6 to 1.0.
[0022] A finished 15W40 crankcase motor oil composition was prepared containing a major
amount of mineral lubricating oil, zinc dialkyl dithiophosphate, ashless dispersant
of the succinimide type, magnesium and calcium sulfonates and sufficient of the above-noted
concentrate to give about 80 ppm copper and 50 ppm barium in said finished oil composition.
[0023] An analysis was made of said oil from a field test delivery truck having an oil capacity
of about 8 quarts operating on the above motor oil after about 7500 miles of operation.
[0024] The analysis of the used oil together with the fresh oil is summarized in the following
table:

[0025] The analysis was carried out by atomic adsorption.
[0026] Table 1 shows that the initial copper to barium ration was 1.6 to 1.0. Thus, the
copper due to wear in the used oil can be calculated as follows:
105 - 1.6 X 62 = 6
[0027] While the above has illustrated the invention applied to copper and barium, the invention
can be applied to other primary metals other than copper such as chromium, iron, lead,
using either barium as the secondary or tracer metal, or other tracer metals such
as potassium, tungsten or lithium can be used.
1. The use of a tracer metal in an engine oil to facilitate determination in the engine
oil after use of the source of a primary metal introduced into said oil both as an
additive and from at least one other source, in which the tracer metal is introduced
into said oil solely as an additive.
2. The use according to claim 1, wherein the other source of the primary metal is
engine wear and the ratio of the amount of metal introduced as additive to the amount
of tracer metal introduced as additive is in a known predetermined ratio thereby permitting
the amount of said primary metal in used oil due to wear to be calculated from the
measured amounts of primary metal and tracer metal in said oil after use.
3. The use according to claim 1 or claim 2, wherein said primary metal is copper,
iron, lead or chromium.
4. The use according to any of claims 1 to 3, wherein said tracer metal is barium,
potassium, lithium or tungsten.
5. The use according to claim 1, wherein said primary metal is added as copper oleate
and said tracer metal is added as a neutral barium alkaryl sulfonate.
6. The use according to claim 5, wherein said copper oleate is added in an amount
equivalent to 5 to 500 ppm copper and said barium sulfonate is added in an amount
equivalent to 5 to 500 ppm barium.
7. An engine oil in which a tracer metal is used according to any of claims 1 to 6.
8. an oil concentrate consisting essentially of a mineral lubricating oil and from
5 to 90 wt.% total of a copper compound and a barium compound.
9. A method of determining the source of a primary metal in engine oil after use,
wherein said primary metal may originate both as a component of an additive in fresh
oil and as a result of engine wear, which method comprises the addition to said motor
oil of a tracer metal whose sole source in used oil is as a component of an additive,
and determining from the amount of said tracer metal in used oil and the relative
ratio of said primary metal and said tracer metal in fresh oil, the amount of primary
metal in said used oil due to wear.
10. A method according to claim 9, wherein said primary metal is copper.
11. A method according to claim 9 or claim 10, wherein said tracer metal is barium.
12. A method according to claims 10 or 11, wherein copper oleate is added to said
oil in an amount equivalent to 5 to 500 ppm copper and barium sulfonate is added in
an amount of 10 to 300 ppm barium.