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General Information
This section provides requirements and recommendations for selecting crankcase oils,
based on the appropriate Cummins Engineering Standard (CES) and viscosity grade, for
use in engines manufactured by Cummins Inc. This section also provides general
information on the function, properties, and contamination of engine oil. Please reference
your specific engine service literature for additional information.
Not following information located in a requirements section can affect the ability to claim
warranty. Information found in the recommendation sections are intended to provide
optimal engine protection.
Proper filtration and oil selection is critical to maintain engine health. Maintaining the correct
oil and filter change interval is a vital factor in preserving the integrity of an engine. Consult
the applicable Owners/Operation and Maintenance Manual for detailed instructions on
determining the oil change interval for your engine.
Lubrication
•The primary function of engine oil is to lubricate moving parts. The oil forms a protective
film between metal surfaces, preventing metal-to-metal contact and reducing friction and
heat. When the oil film is not sufficient, polishing, scuffing, galling, or seizing can occur.
Cleaning
•Detergents in oil act as cleaning agents in the engine. They help reduce sludge, varnish,
and oxidation buildup on the pistons, rings, valve stems, and seals; which could lead to
severe engine damage. Oil formulated with the optimal additives will hold contaminants in
suspension until they are removed by the oil filtration system or during an oil change.
Oxidation Control
•Antioxidant additives prevent the oxidation of the petroleum base oil. Oxidation can lead to
the formation of acids, increased viscosity, and increased tendency to form deposits.
Cooling
•Lubricating oil functions as a heat transfer medium and helps cool internal engine
components that the primary cooling system can not. Heat is transferred to the oil through
contact with various components and is then transferred to the primary cooling system at
the oil cooler.
Sealing
•Oil acts as a seal filling the surfaces of the cylinder liner, piston, valve stem, and other
internal engine components.
Hydraulic Action
•Oil acts as a working hydraulic media within the engine. Examples of this are the use of oil
to operate engine brakes, Step Timing Control (STC) injector tappets, and Hydraulic Lash
Adjusters (HLA).
Engine Oil Classifications
Oil technology advances due to requirements from engine technology (example: hotter
combustion temperatures) or regulatory requirements (example: emissions regulations).
There are multiple groups globally that provide standards for oil classifications. Among
them are the following.
The API oil category, or any international oil certification, is not sufficient by itself to select
the appropriate engine oil for a Cummins® engine. Oils should be selected that meet the
appropriate Cummins® Engineering Standard (CES). Table 1 below does provide a
comparison between CES and other oil regulatory classifications for reference only.
The API requires a set of lab and engine tests that each commercial oil candidate must
pass in order to meet the requirements for technology advances. API oil categories define
the tests and properties required for a specific oil technology. Examples are below.
•CI-4 category oils were released in 2002 and updated in 2004, coinciding with exhaust gas
recirculation technology, to improve soot control and shear stability.
•CJ-4 category oils were released in 2007, coinciding with emissions regulations and ultra
low sulfur diesel fuel, to improve compatibility with aftertreatment, wear control, piston
deposits, high temperature stability, and soot handling.
•CK-4 category oils were released in 2016, coinciding with higher engine temperatures, to
improve oxidation resistance, shear stability, and aeration control.
•FA-4 category oils were released in 2016, coinciding with greenhouse gas emission
regulations and higher engine temperatures, to improve oxidation resistance, shear stability,
and aeration control.
Other global regulatory groups such as the ACEA and JAMA may require additional or
different tests.
Table 1: CES Comparison to Other Oil Regulatory Classifications
CES Closest API Category Closest Internation Classification
Not Approved CG-4 ACEA E1
CES 14615 None None
CES 20074 None None
ACEA E2
CES 20075 CF-4
ACEA E3
CES 20071
ACEA E5
CES 20076 CH-4
JAMA DH-1
CES 20077
CES 20078
CI-4 ACEA E7
CES20088
ACEA E9
CES 20081 CJ-4
JAMA DH-2
CES 20085 None None
CES 20086 CK-4 None
CES 20087 FA-4 None
Utilize Table 1 to determine what Cummins® Engineering Standard (CES) oil your engine
requires.
The selection of oil of the correct viscosity is extremely important for optimum performance
and for maximum engine life. If the oil is too viscous, engine drag is increased with the
following effects:
•Engine is difficult to start.
•Engine power output is reduced.
•Engine cooling is reduced.
•Internal wear is increased.
•Engine parts run hotter.
•Fuel consumption is increased.
Some oil suppliers might claim significant fuel economy improvements with lower viscosity
oils. Make sure that the oil’s viscosity grade is permitted in your Owners manual and the oil
is registered to a Cummins Engineering Standard recommended for your engine.
Otherwise, obtain the oil supplier's commitment that they will assume warranty liability, or do
not use the oil.
Viscosity Recommendations
General recommendations for oil viscosity grade versus ambient temperature can be found
in Figure 1.
Not all viscosity grades are approved for use in all Cummins® engines. Reference the
engine specific Owners/Operations and Maintenance Manual for approved viscosity grades
and specific recommendations for operating in cold ambient temperatures.
NOTE: For ISX15 and QSX15 dual overhead camshaft engines, 15w-40 viscosity grade is
required.
Commercial oil is composed of two main components, a base oil and an additive package.
Engine oil is mostly composed of a base oil (often taken from petroleum, synthetic, or
reclaimed sources) that varies in quality and ability to perform the intended functions. Oil
additives including viscosity modifiers, antioxidants, detergents/dispersants, corrosion
inhibitors, and anti-wear agents are added to the base oil to provide increased engine
protection
Base Oils
Base oil (~70 to 95 percent weight) is the main component of commercial oil, which can be
created in the following ways.
•Refined from petroleum (conventional, known as Group I and Group II),
•More heavily refined from petroleum and further chemically-treated (marketed as
synthetic, Group III)
•Man-made in a factory from chemical feedstocks (fully synthetic, Group IV and
Group V).
For instance, Cummins Engineering Standard (CES) 20081 registered oils usually
have the following base oils.
•15W-40 (Group II)
•10W-30 (Group II or Groups II and III)
•5W-30 or 5W-40 (Groups III and IV or Group IV)
The base oil provides initial lubrication beside the additive package. Base oil also has an
ability to resist thermal breakdown based on its quality, with synthetic oils usually being
most thermally stable.
Oil Additives
Lubricating oil is formulated with additives (~5 to 30 percent weight) designed to perform
specific functions throughout its useful life. The additives used are more important to overall
engine performance than the base oil itself. Without additives, even the highest quality base
oil will not be able to satisfy engine requirements. Additives include:
•Detergents or dispersants, which keep insoluble matter in suspension until the oil is
changed. These suspended materials are not removed by the oil filtration system.
Excessively long oil drain intervals can result in deposit formation in the engine.
•Inhibitors that maintain the stability of the oil, prevent acids from attacking metal surfaces
and prevent rust formation when the engine is not in operation.
•Other lubricating oil additives assist the oil in lubricating highly loaded areas of the engine
(such as valves and the injector train), prevent scuffing and seizing, control foaming, and
prevent air retention in the oil.
Acceptable methods for determining lubricating oil change intervals can be found in the
Owners/Operation and Maintenance Manual.
NOTE: Use of synthetic oils does not affect the published oil drain interval.
NOTE: Engine oil filters must be changed when the engine oil is changed.
Throughout engine operation, a wide variety of contaminants are introduced into the
lubricating oil.
Combustion By-Products
•Exhaust gases, also known as blowby gases, leak past the piston rings, valve guides, and
turbocharger seals into the crankcase. These gases contain particulate matter, water, acids,
partially burned fuels, and precursors to deposits, which cause oil contamination. Higher
sulfur fuels can lead to earlier oil degradation.
Fuel in Oil
•Fuel in oil can reduce oil viscosity and increase corrosion in oil especially if biodiesel is
present. Fuel dilution of oil can be caused by excessive engine idling, stop-and-go
operation, and excessive short trips where engine oil does not reach operating temperature.
Coolant in Oil
•Coolant in oil is generally associated with engine malfunction.
Soot
•Soot is caused by retarded injection timing or poor injection performance, causing burning
fuel to mix with oil on the cylinder liner(s). Excessive soot in oil can cause abnormal valve,
injector train, and power cylinder wear.
Engine Oil Sampling
As oil circulates in an engine during normal operation, wear metals and contaminants
should accumulate at a steady rate. The amount of contaminants in the oil at the time of
sampling generally depends on the length of time since the last oil change. To detect
changes in the wear pattern of an engine, the hours the oil has run must be recorded when
collecting the oil sample.
Oil analysis on new (unused) oil must be performed to establish a baseline. New (unused)
oil analysis samples must be taken each time the oil type or oil supplier is changed, or at a
minimum, twice a year. Samples must be taken from the bulk supply tanks to determine the
makeup of the oil and also from the engine to confirm that no contaminants are being
introduced by the storage or transfer system.
WARNING
Some state and federal agencies have determined that used engine oil can be carcinogenic
and cause reproductive toxicity. Avoid inhalation of vapors, ingestion, and prolonged contact
with used engine oil. If not reused, dispose of in accordance with local environmental
regulations.
WARNING
To reduce the possibility of personal injury, avoid direct contact of hot oil with your skin.
To obtain an oil sample from an engine that is shut down, conduct the following.
1.Use the oil level on the dipstick to determine the length of tube needed to obtain an oil
sample.
a.Hold a new, clean piece of tubing against the dipstick and mark, on the tube, the
location where the dipstick seats.
b.Cut the tubing so it reaches 25 to 50 mm (1 to 2 inches) below the oil level in the
pan.
2.Insert the sample tube into the dipstick tube so that the mark previously made on the tube
is aligned with the top of the opening for the dipstick tube.
3.Use a hand operated vacuum pump (Cummins Filtration™, Part Number CC2802) to
collect oil into a clean, dry, bottle.
NOTE: Do not allow the tube to draw oil from the bottom of the oil pan because excess
debris can be collected providing incorrect sampling results.
Cummins Inc. recommends conducting oil analysis to assist with maintaining the health and
function of the engine.
Although oil analysis is beneficial in identifying early signs of wear and tear, there are some
limitations to what oil analysis can detect:
•Inability to detect large particles.
•Inability to identify rapidly developing malfunctions. To identify a potential problem, a
malfunction would have had to be in progress at the time the last oil sample was taken.
Some malfunctions progress so quickly that they will not be identified in oil analysis.
An international standard, ISO 17025, for testing and calibration laboratories, exists to
identify labs that produce valid results consistently, per accreditation body standards. Utilize
an analysis lab that meets ISO 17025 certification for the particular oil analysis tests being
conducted.
* Fourier transform infrared spectroscopy (FTIR) data can use either ASTM method but
should report whether trending or subtraction methods were used.
** Labs may report a value from E2412 (FTIR) calibrated to E1131.
Proper analysis of oil samples is important for maintaining successful engine life and
operation. Wear metals, oil contaminants, and oil properties that provide the most reliable
indicators to detect a potential problem can be found in Table 1.
System capacity can be determined by knowing the volume of the oil required to touch the
high-level mark on the dipstick and the volume of any remote oil tanks on the machine in
which oil is continuously circulated. Oil sump capacities are listed in the Owners/Operation
and Maintenance Manual for all Cummins® engines. If the machine is equipped with an oil
reserve system with a reservoir remote from the engine oil sump, the reservoir volume must
be added to the engine sump volume to determine the total system capacity. This is only
true for remote tanks in which the oil is continuously circulated. The Centinel™ make-up
tank volume does not add to system capacity, since the engine oil is not continuously
circulated through this tank.
The addition of new oil will also decrease the amount of contamination in a particular
volume of oil. In all cases, oil consumption must be documented by the amount of oil added
prior to each service interval. Trending oil consumption is important, as any rising trend or
step change in oil consumption can indicate possible power cylinder wear, system leaks, or
other system malfunction.
One way to compensate for the differences in oil systems between units is to look at the
normal wear rates for each engine individually. This method establishes a baseline specific
to that particular engine. Provided the oil usage remains fairly constant and other systems
are functioning consistently, the trends in wear metals should remain consistent.
For example, setting up statistical flag limits based on a large group will normalize the data.
If an engine historically had very low rates of wear, but suddenly jumps to a higher wear rate
that is consistent with the average wear rate for the group of engines being analyzed, no
flag would be triggered. In comparison, looking at historical readings on a particular unit can
cause action to be taken at a lower contaminant level.
Cummins Inc. recommends that customers work directly with their oil analysis labs to
establish appropriate limits for their engines using statistical methods. As a guideline,
engines should be grouped in the following ways for statistical limit comparison.
•With Centinel™ and without Centinel™
•With Eliminator™ or Centrifuge type filtration and with standard filter configurations
•Common oil system capacities.
If all engines are grouped together regardless of oil systems, the engines with Centinel™,
Eliminator™/Centrifuge type filtration, and higher oil system capacities will experience a
higher degree of engine wear before the flag limit is reached.
NOTE: Tables 1 and 2 are to be used only as a reference, keeping in mind the items
mentioned above that will affect the concentration of contaminants in the oil.
Table 1: Lubricating Oil Analysis Limits
Oil Analysis Parameter Limit
For xW-40 - MIN: 12.5, MAX:
Viscosity change at 100°C [212°F] (American Society of 16.3
Testing and Materials (ASTM) D445) For xW-30 - MIN: 9.3, MAX:
12.5
Fuel Dilution 5 percent MAX
2.5 number MIN or equal to
Total base number (ASTM D4739)
total acid number
3000 parts per million (ppm) or
Water content (ASTM D6304)
0.3 percent MAX
Silicon (SI) 15 ppm increase over new oil
Sodium (Na) 20 ppm increase over new oil
Boron (B) 25 ppm increase over new oil
Potassium (K) 20 ppm increase over new oil
Table 2: Oil Contamination Guidelines for Soot
Midrange B and C All Other Engines
Cummins® Engineering Standard (CES)
Soot Limit Soot Limt
CES 20076, 20077, 20078, 20081, 20086,
3.0 percent MAX 5.0 percent MAX
20087, and 20088
CES 20075 1.5 percent MAX 1.5 percent MAX
For recommendations specific to diesel engines 19 liters and above, please see the Oil
Analysis Techniques for High Horsepower Diesel Engines, Bulletin 4022060.
The tables below are intended to serve as a guide for investigating oil analysis results.
Table 3 provides information related to instances of high wear metals or oil contaminants
from analysis results and potential sources of those contaminants. Table 4 provides
information related to combinations of wear metals and/or contaminants and associated
engine problems that can cause those results.
.
Sand, dirt, silicon sealants and gasket materials, oil additives, cooling
Silicon (Si)
system inhibitor
Total Acid
A measure of oil's acidity. New oil has a certain level, or starting TAN, due
Number
to the type and amount of additives.
(TAN)
Total Base A measure of the oil's ability to neutralize acid. New oil has a certain level in
Number the oil formula that is depleted over time due to contact with acid generated
(TBN) by blowby gases.
Combustion by-products in oil. Excessive soot can suggest issues with the
Soot
fuel system or combustion.