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CHOOSING AN OIL FOR TWO-CYCLE
ENGINES
There are several oils out there for an
ultralight pilot to select from, and everybody has their favorite.
Others are confused about claim as to which one they should use and why.
How about oil-injected versus the common fuel and oil pre-mix? What's
the difference between an oil formulated for water-cooled and an oil
made for air-cooled engines? The chart in Table 1 shows the general operating conditions of each type of engine.
To understand how two-cycle oils work
in your engine, we need to cover some basic training on engine operating
conditions and oil formulation. Outboard engines are characterized by
their constant speed, high output operation. They are usually set at a
desired high speed and continue at that speed until the destination is
reached and then throttled down. Also, they are constantly cooled with
fresh, cool, non-recirculated water.
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Table
1: Two Cycle Engine Operating Conditions
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Characteristic
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Outboard |
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Air-Cooled |
| |
| Speed |
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Constant |
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Variable |
| Physical
Use |
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Smooth |
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Active |
| Average
Piston Temperature |
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Moderate |
|
Low |
| Peak
Piston Temperature |
|
Moderate |
|
High |
Chain saws, on the other hand, are a
high action operation. They are constantly started and stopped, used for
short periods and frequent overloads are its hard place in life.
Additionally, they have smaller displacements than outboards and are
air-cooled. By understanding how the operation of an engine can affect
the oil used and how an oil can affect the engine, we can better
appreciate the difference between a water-cooled, two-cycle oil and one
formulated for an air-cooled, two-cycle engine. The components used in
these two oils, and reasons for their use are shown in table 2.
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Water-Cooled
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Air-Cooled
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| Component |
Amount |
Comments |
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Amount |
Comments |
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| Heavy
Oil |
High |
Required
to prevent piston cylinder wall scuffing and seizure
|
|
Low |
Prevents
piston scuffing; High amounts can create port and system
deposits
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|
| |
|
|
|
|
|
|
| Detergent |
None |
Could
possibly foul plugs and exhaust port deposits under certain
conditions
|
|
Medium |
Required
to prevent piston ring sticking |
|
| |
|
|
|
|
|
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| Dispersant |
High |
Prevents
deposits |
|
Medium |
Prevents
deposits |
|
| |
|
|
|
|
|
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| Rust
Inhibitor |
High |
Prevents
rust |
|
Medium |
Prevents
rust |
|
| |
|
|
|
|
|
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| Oxidation
Inhibitor |
High |
Prevents
deposits |
|
Medium |
Prevents
deposits |
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Water-cooled, two-cycle engine oils
require higher levels of a heavy oil to prevent piston and cylinder wall
scuffing. Because of their high average piston temperature, lighter oils
evaporate too quickly from the piston cylinder contact area. The heavy
base oil, which vaporizes at very high temperatures, resists evaporation
and remains in place to provide lubrication to the piston and cylinder.
Air-cooled oil formulations must have
much lower levels of the heavy base oil than water-cooled engine oils.
These oils require only a small amount of heavy oil to provide
protection against piston scuffing and seizure at peak temperatures.
High levels of heavy base oils in an oil formulated for air-cooled
engines can cause engine deposits. These deposits form as a result of
incomplete burning of the heavy oil. The deposits can cause piston ring
sticking and can eventually plug or disrupt the flow of the exhaust
system, resulting in power loss and possible engine damage. Detergent
additives should not be used in water-cooled, two-cycle oil
formulations. When burned with the fuel, detergents produce an ash
deposit in the cylinders. This ash deposit can possibly foul spark
plugs, form exhaust port deposits which cause loss of power, and
possibly create cylinder hot spots that can cause destructive
pre-ignition. On the other hand, the only way to protect air-cooled,
two-cycle engines against piston ring sticking at their high peak
temperatures is to include some detergent additives in the oil
formulation. Detergents provide high temperature deposit control not
available from other additives used in the oil. However, in the
air-cooled engine, any ash deposits that could form from the detergents
are dislodged by engine vibration and exhausted from the engine.
Now is a good time for a lesson on ash.
Ash is the noncombustible residue of a lubrication oil or fuel.
Detergent additives contain metallic derivatives, such as calcium,
barium and magnesium sulfonates, that are common sources of ash. Ash
deposits can impair engine efficiency and power. But, detergents are an
important component of engine oil that help control varnish deposits,
piston ring deposits and rust (yes, rust) by keeping insoluble
combustion particles from adhering to metal surfaces.
In some cases, detergents neutralize
acids formed from combustion of the fuel mixture. Ash deposits may have
a grayish color, where carbon residue is usually black and sooty.
Carbon residue, on the other hand, is
different from ash. Carbon residue is formed from unburned and partially
burned fuel, and from burning of the crankcase lubricant. Water from
condensation of combustion products along with carbon residue from fuel
contribute to engine piston deposits. Carbon deposits are normally black
and have a sooty appearance.
Oils formulated for outboard engines
require a large amount of antioxidant and dispersant additives to
control deposit formation since these oils do not contain detergents.
Outboard oils also contain a large amount of rust inhibitors because an
outboard engine's continuous contact with water makes rust prevention an
important requirement. Air-cooled oils contain lower amounts of
antioxidants and dispersants, since the detergent additives do most of
the work of preventing deposit accumulation.
These oils also contain rust inhibitor
additives to protect against rust that can form from water that enters
the engine due to condensation.
So, how do some oils claim to be
multi-purpose or formulated for water and air-cooled engines? These oils
have usually been formulated to meet the National Marine Manufacturers
Association (NMMA) TC-W11™ or TC-W3™ specification.
These specifications require the oils
be tested under rigorous conditions. An air-cooled engine test is part
of these requirements. Therefore, a manufacturer can claim multi-purpose
applications. Although these oils have been tested in an air-cooled
engine and will lubricate an air-cooled engine, an oil formulated
specifically for air-cooled engine use may be the best choice for your
engine.
Just
what oil does Rotax recommend for their two-cycle engines? Rotax
recommends using an oil meeting American Petroleum Institute (API)
Service Classification TC.
API TC is a designation for high
performance two-cycle engines (typically 50 cc to 500 cc), excluding
outboard engines. This performance rating is determined by engine tests
that evaluate (1) anti-scuff characteristics, (2) piston ring sticking
and engine cleanliness, and (3) pre-ignition. In the TC category, a 50
cc and a 350 cc Yamaha engine are used to evaluate the oil.
Rotax engines that require the fuel and
oil to be premixed should use a 2% (50:1) concentration of oil in the
fuel. it is very important that the fuel/oil mix is correct.
In other words, don't add too much or
too little oil to the fuel. If a little does well, more
oil added to the fuel doesn't necessarily do better. In fact, too much
oil will lead to excessive deposits and could also cause exhaust smoke
and spark plug fouling. Not enough oil can lead to piston skirt and
cylinder wall scuffing, and eventual engine damage.
Gasoline containing alcohol (ethanol
and/or methanol) should not be used unless permitted by the engine
manufacturer. Alcohol-containing fuels can absorb water and separate
from the gasoline. Additionally, the alcohol may not be compatible with
some fuel system components, such as plastic and rubber compounds.
Rotax also recommends "de-carboning"
the engine after every 50 hours of operation. This procedure is designed
to remove excessive piston deposits and to check for possible stuck
piston rings. Rotax allows up to 0.040 in. of soot and carbon buildup on
the piston crown before removal of the carbon is required.
Not only does Rotax recommend an API TC
oil for the 277 through 503 air-cooled engines, but also for the 532 and
582 water-cooled engines. These 532 and 582 engines run at internal
temperatures similar to the air-cooled Rotax engines, as evidenced by
their use of the same spark plug.
Special precautions should be taken
when switching oils, even between the same brands. Because of the
special formulation of air-cooled engine oils, these oils generally are
not compatible with water-cooled engine oils. Caution should be
exercised to ensure that these products are not mixed together. Special
precautions should be taken when changing from a product designed
primarily for water-cooled engines to an air-cooled product,
particularly in oil injection systems where the undiluted oils would be
mixed together. It is recommended that the oil reservoir and lines be
drained when changing to another formulation. In applications where the
oil is premixed with the fuel, it is recommended the fuel tank(s) be
drained and filters changed.
Now, who makes an oil that has been
formulated to meet these requirements and is readily available? Every
ultralight pilot in this area I know has switched to the Pennzoil
2-Cycle Oil for Air-Cooled Engines and has had good luck for the
past three years using it. Teardowns of engines for overhauls and
general maintenance have indicated very little wear and even the fine
crosshatch hone marks are still intact on our engines. Articles in
Ultralight Flying and other flying magazines indicate that this is the
oil of choice in experimental applications as well as the true
ultralights all across the country. Need an added benefit? Pennzoil is
usually a lot cheaper
in price and comes in 16-ounce plastic bottles. According to
engineers at Pennzoil, this product contains a unique combination of
detergents and ash-free dispersants to protect against high temperature
piston ring sticking, spark plug fouling and port plugging. It also
protects against rust and corrosion, plus has anti-wear protection for
high RPM needle roller bearings. I don't know of any other major
refinery other than Pennzoil
that makes an oil that they actually recommend for use in ultralights.
Try it; you'll like it.
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Reprinted
with permission of:
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E.A.A.
Experimenter™ Magazine, April,1994.
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Article
submitted by Charles Kudolis (FAA299878)
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