ASTM D4684-20a
ASTM D4684-20a
for the
Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
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This test method is under the jurisdiction of ASTM Committee D02 on For referenced ASTM standards, visit the ASTM website, [Link], or
Petroleum Products, Liquid Fuels, and Lubricants and is the direct responsibility of contact ASTM Customer Service at service@[Link]. For Annual Book of ASTM
Subcommittee D02.07 on Flow Properties. Standards volume information, refer to the standard’s Document Summary page on
Current edition approved Nov. 1, 2020. Published November 2020. Originally the ASTM website.
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approved in 1987. Last previous edition approved in 2020 as D4684 – 20. DOI: Available from International Organization for Standardization (ISO), 1 rue de
10.1520/D4684-20A. Varembé, Case postale 56, CH-1211, Geneva 20, Switzerland, [Link]
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If the thermometer deviates from the reference value on two
9.1.1 Place 10 mL of a typical test fluid and rotor in each
successive checks then a full thermometer recalibration is
cell. If required, place cell caps over each cell then place cover
needed.
on instrument. Cell caps shall not be used on direct refrigera-
[Link] Recalibration—A complete recalibration of the tion instruments (see 6.1.2).
liquid-in-glass thermometer, while permitted, is not necessary 9.1.2 Place the thermometer in the thermowell. See Note 3.
in order to meet the accuracy ascribed to liquid-in-glass This thermowell is to be used for all temperature measurements
thermometer’s design until the thermometers corrected mea- below 25 °C.
sured temperature deviates from the reference thermometer or
ice point by one scale division, or until five years has elapsed NOTE 3—Prior to inserting the thermometer or DCT probe in the
since the last full calibration. thermowell, place several drops (~3) of a heat transfer fluid such as 50/50
water/ethylene glycol mix, CCS reference oil CL100 or a dewaxed low
6.5 Supply of Dry Gas—A supply of dry filtered dry gas to viscosity mineral oil in the thermowell.
minimize moisture condensation on the upper portions of the 9.1.3 Make these temperature measurements at 80 °C then
instrument. at least three measurements that are 5 °C apart from –5 °C to
6.5.1 For thermoelectric cooled instruments, which use cell the lowest test temperature used, including both end points to
caps, the dry gas supply is connected to the housing cover. The establish a calibration curve for this combination of thermom-
supply of dry gas is discontinued when the cover is removed eter and the instrument’s temperature control. Make at least
for the measurement phase of the test. two temperature measurements at every calibration tempera-
ture with at least 10 min between observations.
6.6 Locking Pin—A device to keep the rotor from turning
prematurely and able to stop the rotor at the nearest half NOTE 4—All temperatures in this test method refer to the actual
revolution by interaction with the rotor crossbar. temperature and not necessarily the indicated temperature.
9.1.4 Follow the instrument manufacturers instructions for
7. Reagents and Materials correcting the instrument’s measured temperature. Alterna-
7.1 Low Cloud-point Newtonian Oil—Calibration oil of tively establish a correction equation between thermometer and
approximately 30 Pa·s viscosity at –20 °C for Procedure B or the instruments’s measured temperature then adjust each tem-
60 Pa·s at –25 °C for Procedure A for calibration of the perature of the cooling program by the offset determined with
viscometric cells. The calibration oil shall be obtained from the correction equation.
suppliers complying with ISO Guide 34 and ISO 17025 with 9.2 Viscometer Cell Calibration—The calibration constant
traceability to a national metrology institute (NMI). of each rotor/stator combination is determined by conducting
7.2 Methanol—Commercial or technical grade of dry two tests at –25 °C using a viscometric standard as a test
methanol is suitable for the refrigerated cooling bath required sample.
for some units. (Warning—Flammable.) 9.2.1 Each cell shall be calibrated twice and the resulting
calibration constant is to be calculated from the average of the
7.3 Oil Solvent—Commercial heptanes or similar solvent two determinations of the time for three revolutions of the
that evaporates without leaving a residue is suitable. rotor. When the two cell calibrations are consecutive, the
(Warning—Flammable.) second test shall be on a new sample of standard with cleaning
7.4 Acetone—A technical grade of acetone is suitable pro- between the steps.
vided it does not leave a residue upon evaporation. NOTE 5—Once a set of rotors has been calibrated in an instrument,
(Warning—Flammable.) subsequent calibration checks can be single determinations if the criteria
of 9.11 are met.
8. Sampling 9.2.2 Use the same 150 g mass for both calibration and
8.1 A representative sample of test oil free from suspended viscosity measurements. However, different units may be used
solid material and water is necessary to obtain valid viscosity for calibration and viscosity measurements provided they are
measurements. If the sample in its container is received below certified to be 150 g 6 0.1 g.
the dew-point temperature of the room, allow the sample to 9.3 Following steps in 10.1, prepare the cells for calibration
warm to room temperature before opening the container. using the calibration oil as the sample.
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[Link] Repeat steps in [Link] and [Link] until the
accumulated mass causes rotation of the rotor. At this point, with dry air or preferably with a vacuum hose to prevent
remove the disk holder from the string. contamination with house air. (Warning—When flushing cells
[Link] If no rotation is observed with a total of 100 g, with air, be sure that the air is clean and free from oil, water and
record that the yield stress is >350 Pa, and proceed with 10.6.3. other contaminants as these could be left in the cell. House air
is frequently contaminated.)
10.6.3 Measurement of Apparent Viscosity:
[Link] Gently suspend the 150 g mass from the string. 10.7.4 Clean rotors with appropriate sample solvent, and
dry.
[Link] If the applied mass of 150 g will move the rotor, as
soon as the cross-arm is clear of the locking pin, reengage the
11. Calculation of Yield Stress and Apparent Viscosity
locking pin. Allow rotation to continue until the cross-arm
contacts the locking pin causing rotation to stop. If no 11.1 Yield stress is given by the following equation:
appreciable rotation occurs, terminate the test and proceed to Ys 5 3.5 M (10)
[Link].
where:
NOTE 11—Yield stresses exceeding the stress exerted by 150 g have
been encountered.
Ys = yield stress, Pa, and
M = applied mass, g, at which rotation was observed.
[Link] When using instruments capable of timing rotation
automatically, initiate viscosity measurement by starting 11.2 The viscosity is given by the following equation when
timing, then release the locking pin. When timing manually, using the cell constant (C) obtained in 9.10:
start timing immediately after the locking pin is disengaged. η a 5 C·t·3⁄r (11)
where: tested in 7 to 9 laboratories at –25 °C, –30 °C, –35 °C, and
ηa = apparent viscosity in mPa·s, –40 °C. For direct refrigeration cooled MRV’s, the program
C = cell constant obtained in Eq 9, included 20 samples tested in 6 laboratories at –25 °C, –30 °C,
t = time in seconds for number (r) of complete revolutions –35 °C, and –40 °C. These samples consisted of multigrade
of the rotor in [Link], and engine oils and base stocks that had a yield stress range of less
r = number of revolutions timed; either one or three than 35 Pa to 210 Pa and a apparent viscosity range from
revolutions. 4300 mPa·s to 270 000 mPa·s.
The precision of this test method for used gasoline engine
12. Report oils was determined by the statistical examination of interlabo-
12.1 Apparent Viscosity and Yield Stress—Report the final ratory test results at –25 °C and –30 °C.
test temperature, apparent viscosity, and yield stress by Test 13.1.1 Repeatability—In Table 1, the difference between
Method D4684, Procedure A. successive results obtained by the same operator with the same
apparatus under constant operating conditions on identical test
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12.2 Yield Stress—Report as less than the value at which
rotation was observed; that is, if rotation was observed with a materials would, in the long run, in the normal and correct
mass of 20 g, report the yield stress as <70 Pa (20 g × 3.5). If operation of the test method, exceed the following values only
the rotor did not move with the application of 100 g of total in 1 case in 20.
weight, report the yield stress as >350 Pa. 13.1.2 Reproducibility—In Table 1, the difference between
two single and independent results obtained by different
NOTE 13—If the rotation was observed with a mass of 10 g, the operators working in different laboratories on identical test
minimum mass, report the yield stress as <35 Pa rather than as 0 Pa. materials would, in the long run, exceed the following values
12.3 Apparent Viscosity—Report as follows: only in 1 case in 20.
12.3.1 If the apparent viscosity is less than 5000 mPa·s, then 13.2 Bias:
report the apparent viscosity as less than 5000 mPa·s. 13.2.1 Bias (Unused Gasoline Engine Oils)—No statement
12.3.2 If the apparent viscosity is between 5000 mPa·s and on bias is being made for this test method, because there is no
100 000 mPa·s, then report the apparent viscosity to the nearest accepted reference material suitable for determining absolute
100 mPa·s. bias.
12.3.3 If the apparent viscosity is between 100 000 mPa·s 13.2.2 Relative Biases:
and 400 000 mPa·s, then report the apparent viscosity to the [Link] Yield Stress—There was no significant relative bias
nearest 1000 mPa·s. between yield stresses measured by Procedure A and those
12.3.4 If the apparent viscosity is greater than measured by Procedure B for oils with a yield stresses less than
400 000 mPa·s, then the apparent viscosity should be reported 105 Pa. No statement can be made with those with yield stress
as greater than 400 000 mPa·s. greater than 105 Pa.
12.3.5 If the rotor did not move with the application of the [Link] Viscosity—There is no statistically significant rela-
150 g weight, report that the sample was “Too Viscous To tive bias between the viscosities as measured by either Proce-
Measure” (or “TVTM”). dure A or Procedure B.
13. Precision and Bias6 13.2.3 Bias (Used Gasoline Engine Oils)—Since there is no
accepted reference material suitable for determining the bias
13.1 Precision—The precision of this test method for un- for this test method, no statement on bias in being made.
used oils was determined by the statistical examination of
results from an interlaboratory program. For the thermoelec- Procedure B (Methanol cooled MRV Instruments and
trically cooled MRV’s, the program included 10 to 11 samples those used for Procedure A)
14. Calibration and Standardization
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Supporting data have been filed at ASTM International Headquarters and may
be obtained by requesting Research Reports RR:D02-1404, D02–1612, D02–1613, 14.1 Temperature Control Calibration Procedure—
and D02–1654. Contact ASTM Customer Service at service@[Link]. Calibrate the MRV temperature control by comparing the
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and ensure that both the cells and rotors are clean. See 15.6 for
Alternatively, establish a correction equation between ther- the cleaning procedure.
mometer and the instruments’s measured temperature then 15.2.2 Place a 10 mL 6 1.0 mL oil sample in each cell.
adjust each temperature of the cooling program by the offset
NOTE 15—All cells should contain a fluid and rotor; if there are less
determined with the correction equation. than a full set of samples to run, fill each of the unused cells with a typical
14.2 Viscometer Cell Calibration—The calibration of each test sample.
viscometric cell (viscometer constants) can be determined with NOTE 16—Before inserting the rotors in the cells, inspect each rotor to
be sure that the shaft is straight, that the rotor surface is smooth and free
the viscosity standard and the following procedure at –20 °C: from dents, scratches, and other imperfections. For rotors with a bearing
14.2.1 Use steps in 15.2 – 15.2.5. point at the bottom of the shaft, ensure that the point is sharp and centered
14.2.2 Use either the calibration temperature profile for the on the rotor shaft. If these conditions are not met, repair or replace the
instrument or, alternatively, the cooling profile given in Test rotor.
Method D3829 for a –20 °C test temperature and follow the 15.2.3 Install the rotors in the proper stators and install the
owner’s manual instructions for the instrument to initiate the upper pivots.
cooling profile program. 15.2.4 Place the loop of the 700 mm long string over the
14.2.3 Place the thermometer in the thermometer well at cross-arm at the top of the rotor shaft and wind all but 200 mm
least 30 min prior to continuing. See Note 3. This thermowell of the length of the string around the shaft. Do not overlap
location is to be used for calibration and temperature monitor- strings. Loop the remaining end of the string over the top
ing during the test procedure. Allow the oil in the cells to soak bearing cover. Orient the rotor such that an end of the
at –20 °C 6 0.2 °C for at least 1 h, making small temperature cross-arm at the top of the rotor shaft is pointing directly
adjustments, if necessary, to maintain the test temperature. forward. If available, secure cross-arm with locking pin. If the
14.2.4 At the completion of the temperature profile for cell rotations are manually timed, it is helpful to color one end of
calibration, check that the final test temperature is within the cross-arm.
0.1 °C of the desired calibration temperature. Final test tem- NOTE 17—The string may be prewound around the shaft before
perature is to be verified independently of the instrument’s installation of the rotor in 15.2.3.
temperature control with a thermometer that has been in the
15.2.5 Place the housing cover over the viscometric cells.
thermometer well for at least the time prescribed in 14.2.3. See
This is to minimize the formation of frost on the cold metal
Note 3.
parts exposed to air. In some climates, it may be necessary to
14.2.5 Proceed to 15.3.1 – 15.3.3.
flush the cover with a dry gas (for example, dry air or nitrogen)
14.2.6 Perform step in 15.4.1. to minimize the frost formation.
14.2.7 Repeat 14.2.5 and 14.2.6 for each of the remaining 15.2.6 Select the cooling profile for the desired test tem-
cells, taking the cells in order from left to right. perature and follow the instrument instructions to initiate the
14.2.8 Calculate the viscometer constant for each cell program. Table X1.3 lists the nominal times to reach a
(rotor/stator combination) with the following equation: particular test temperature.
C 5 η o /T (12) 15.2.7 Place the thermometer in the thermowell at least
30 min prior to completion of the temperature profile. The
ηo = Viscosity of the standard oil, mPa·s at –20 °C, thermowell used, should be the same one that was used during
C = cell constant with 150 g mass, mPa, and
calibration. (See Note 3.)
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of Mean
17. Report –15 8.4
–20 12.1
17.1 Apparent Viscosity and Yield Stress—For unused oils, –25 17.5
report the final test temperature and either the apparent –30 18.4
–35 35.8
viscosity or the existence of yield stress, but not both, by Test –40 34.1
Method D4684, Procedure B. For used oils, report both 18.1.3 The interlaboratory program included nine test oils at
apparent viscosity and yield stress by Test Method D4684, the –15 °C test temperature with eleven laboratories participat-
Procedure B. ing. Nine test oils were included at the –20 °C test temperature
17.2 Yield Stress—Report as less than the value at which with eleven laboratories participating. The –25 °C test tem-
rotation was observed. perature included 18 test oils with 14 laboratories participating.
17.3 Apparent Viscosity—Report as follows: Nine test oils were evaluated at –30 °C in 13 laboratories. At
17.3.1 If the apparent viscosity is less than 5000 mPa·s, then the –35 °C and –40 °C test temperatures, six test oils were
report the apparent viscosity as less than 5000 mPa·s. evaluated in twelve laboratories.
17.3.2 If the apparent viscosity is between 5000 mPa·s and 18.2 Precision (Used Diesel Engine Oils)—The precision of
100 000 mPa·s, then report the apparent viscosity to the nearest this test method as determined by the statistical examination of
100 mPa·s. interlaboratory test results is as follows:
17.3.3 If the apparent viscosity is between 100 000 mPa·s 18.2.1 Yield Stress:
and 400 000 mPa·s, then report the apparent viscosity to the
nearest 1000 mPa·s.
17.3.4 If the apparent viscosity is greater than 7
Supporting data have been filed at ASTM International Headquarters and may
400 000 mPa·s, then the apparent viscosity should be reported be obtained by requesting Research Reports RR:D02-1212, D02-1249, D02-1277,
as greater than 400 000 mPa·s. and D02-1517. Contact ASTM Customer Service at service@[Link].
APPENDIXES
(Nonmandatory Information)
TABLE X1.2 Temperature Profile for Test Temperatures −10 °C and −15 °C
Segment TemperatureA Allowable
Segment Time Rate of Change Temperature
Beginning °C Final °C
h:min °C/h ChangeB °C
nominally 0:20 above 20 to 80
2:00 80 to 80 ±1.0
nominally 0:20 80 to 10
nominally 0:03 10 to 7.0
nominally 0:07 7.0 to 6.0 8.5 ±0.5
nominally 0:10 6.0 to 5.0 6.0 ±0.2
6:00 5.0 to 2.0 0.5 ±0.2
36:00 2.0 to −10.0 0.33 ±0.2
Hold at this point for − 10 °C test temperature.C
2:00 −10.0 −15.0 2.5 ±0.2
Hold at this point for − 15 °C test temperature.C
A
If the dual control loop concept is used, the bath set point temperatures should be 5 °C below the corresponding block temperature desired. The maximum bath
temperature shall not exceed −5 °C.
B
Holding the temperature variation to less than ±0.1 °C improves the precision and reproducibility of your viscosity measurements.
C
The measurement of yield stress and apparent viscosity are to be made within 30 min of reaching the test temperature.
X2.1 If the final temperature is in error in either direction by month. Other heat transfer can be used, but it should be similar
more than 0.2 °C, do the following before starting another to methanol in viscosity and heat capacity at the bath tempera-
analysis: ture.
X2.1.1 Check the thermometer calibration. For liquid-in- X2.1.4 Check to see that the refrigeration system is working
glass thermometers, check the ice point. An error in the ice properly. The instrument manual in conjunction with the bath
point usually indicates separation of the liquid at some point in manufacturer will be sources of appropriate information.
the thermometer. X2.1.5 If manually programmed or using a custom profile,
X2.1.2 Check temperature sensor of the temperature con- examine the temperature profile program for an error and make
troller for accuracy, in accordance with 9.1. the appropriate corrections.
X2.1.3 For those instrument that require external liquid X2.2 For some instruments, the software controlling tem-
circulation: perature creates a temperature log during the test. For other
instruments a sensor connected to a strip chart recorder will
X2.1.3.1 Check whether the coolant is flowing or whether
provide the information to determine if temperature deviations
there is adequate coolant in the reservoir.
are greater than those permitted in Table X1.1 or Table X1.2
X2.1.3.2 For cold sources operating below –20 °C, replace and correct accordingly.
methanol if wet, as indicated by ice crystals in the top of the
cold source reservoir. Cold methanol absorbs water, and as it X2.3 Verify that the preheat program for 80 °C lasts for a
absorbs water, its cooling capacity decreases. In high humidity minimum of 2 h. If not, correct accordingly to the owner’s
areas, it may be necessary to change the methanol once a manual or through the instrument manufacturer.
REFERENCES
(1) Stambaugh, R. L., and O’Mara, J. H., “Low Temperature Flow (5) Henderson, K. O., Manning, R. E., May, C. J., and Rhodes, R. B.,
Properties of Engine Oils,” SAE Paper No. 821247 or 820509. “New Mini-Rotary Viscometer Temperature Profiles That Predict
(2) Shaub, H., Smith, M. F., Jr., and Murphy, C. K., “Predicting Low Engine Oil Pumpability,” SAE Paper No. 850443.
Temperature Engine Oil Pumpability with the Mini-Rotary (6) ASTM Research Report RR:D02-1442, “Cold Starting and Pumpabil-
Viscometer,” SAE Paper No. 790732, published in SAE SP-460 and ity Studies in Modern Engines,” ASTM International, W.
ASTM STP-621-S4. Conshohocken, PA, 1999 (order #COLDSTART).
(3) Stewart, R. M., Shaub, H., Smith, M. F., Jr., and Selby, T. W.,
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SUMMARY OF CHANGES
Subcommittee D02.07 has identified the location of selected changes to this standard since the last issue
(D4684 – 20) that may impact the use of this standard. (Approved Nov. 1, 2020.)
Subcommittee D02.07 has identified the location of selected changes to this standard since the last issue
(D4684 – 18) that may impact the use of this standard. (Approved June 1, 2020.)
This standard is subject to revision at any time by the responsible technical committee and must be reviewed every five years and
if not revised, either reapproved or withdrawn. Your comments are invited either for revision of this standard or for additional standards
and should be addressed to ASTM International Headquarters. Your comments will receive careful consideration at a meeting of the
responsible technical committee, which you may attend. If you feel that your comments have not received a fair hearing you should
make your views known to the ASTM Committee on Standards, at the address shown below.
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