Pedp7028 02
Pedp7028 02
Pedp7028 02
Management Guide
Caterpillar. The difference counts.
Your engine plays a major role in equipment operation. To keep productivity up and owning and operating costs down, you need to understand the two types of engine wear. Normal wear is expected and predictable. Abnormal wear may be the result of improper maintenance or operating techniques, and it can adversely affect your productivity and your operating costs. The Engine Management Guide allows you to plan for and predict normal wear and avoid abnormal wear. It will help you and your operators manage your engine by: outlining preventive maintenance techniques. explaining the importance of SOSSM fluid analysis. providing routine and in-depth inspection information. exploring repair management options. detailing training, scheduling, and record-keeping procedures. The Engine Management Guide will help you lower your costs by highlighting how we work with you to manage and maintain your engine effectivelyfor maximum productivity and life.
Contents
Introduction ...................................................................................................3 Manage and maintain your engine ..........................................................3 Lower your costs with a Customer Support Agreement ..........................3 Five Stages of Equipment Management .......................................................4 Make the right decisions at the right time for your operation ................4 Focus on stage fourMaintenance .........................................................4 Seven Elements of Engine Management ......................................................5 Include all seven elements in your management program ......................5 Preventive Maintenance.............................................................................6-8 Clean, cool, and lubricate engine parts with proper oil use ...................6 Control contamination with proper filter use ..........................................7 Reduce the chance of cooling system problems.......................................8 Engine Fuel Systems.....................................................................................9 SOS Fluid Analysis ...................................................................................10 Understand SOS fluid analysis ............................................................10 Inspections .............................................................................................11-13 Locate potential problems with thorough inspections ...........................10 Follow an inspection schedule...............................................................10 Recognize repair indicators..............................................................12-13 Repair Management...............................................................................14-17 Control costs and downtime with repair management options .............14 Maintain the three levels of Cat parts ...................................................15 Control repair expenses with engine electronics management..............16 Repair before failure to save time and money .......................................17 Training, Scheduling, and Record Keeping ..........................................18-19 Lower costs with effective training, scheduling, and record keeping.................................................................................18 Scheduling and Record Keeping ............................................................19 Keys to Long Component Life ...................................................................20 Clean Lube Oil .......................................................................................20 Good Maintenance Practices .................................................................20 Avoid Abusive Operation........................................................................20
Introduction
Manage and maintain your engine
Caterpillar designs and manufactures engines to deliver unmatched performance and long life, which ultimately increases engine productivity and lowers your owning and operating costs. Improper maintenance and operating techniques, however, can adversely affect engine life, productivity, and profits. The Engine Management Guide will help you properly manage and maintain your engine by highlighting the five stages of equipment management and outlining the seven elements of effective engine management: preventive maintenance, SOS fluid analysis, inspections, repair management, training, scheduling, and record keeping. The Engine Management Guide offers information, tips, and ideas you can share with your staff. It is not a technical manual or a substitute for the advice and recommendations of our parts and service experts. You can find specific engine maintenance requirements in service publication SEBU6250. Support Agreement. CSAs are flexible agreements that enable you to focus on and grow your business, while we focus on maintaining your equipment and providing comprehensive service and support. Well work with you to customize a CSA that meets your specific needs. Following are a few of the more common CSA options. Preventive Maintenance Agreements include on-site services performed to factory specifications. Custom Hydraulic Service includes contamination control, SOS fluid analysis, and technical inspections. Total Maintenance and Repair provides all maintenance and repair for a guaranteed cost per hour for a specified period of time.
4 Maintenance
Choosing the right equipment requires understanding the work to be done. We can help you find the Cat machines and engines that meet your specific needs.
2 Acquisition
Proper maintenance is vital in achieving the lowest cost per hour. Replacement We can help you determine if your Cat machine or engine should be repaired or replaced.
We can help you decide if buying, leasing, or renting is the right choice for you.
3 Operation
The way you operate and manage your equipment determines how you achieve the highest productivity.
1% increase in
productivity availability operating cost resale value interest rate price
results in 2.5% - 4.5% 1.7% - 3.5% 0.5% - 3.5% 0.5% - 1.5% 0.7% - 1.2% 0.5% - 0.9%
increased profitability
Inspections
Inspections combine your daily walkaround checks and our periodic technical analyses. They allow you to detect potential problems and impending failures, so you can schedule maintenance and repairs. Repair management helps you select beforefailure and after-failure repair options and control repair costs. It allows you to plan and schedule repairs, getting your machines back to work quickly and reliably. Our training assistance helps you improve the maintenance practices of your staff. It reduces the chance of failures caused by faulty maintenance and helps you lower your owning and operating costs. A good scheduling system ensures that maintenance, inspections, and planned repairs are done on time. It helps you prevent the failures caused by overlooked maintenance.
Repair management
Training
Scheduling
Record keeping
Record keeping consists of full documentation on machine history, component life, and cost information. It helps you identify high-cost or problem areas, track work flow, control costs, and increase machine resale value.
Preventive Maintenance
Clean, cool, and lubricate engine parts with proper oil use
Engine oil performs three main functions: cleaning, cooling, and lubricating engine parts. Engine oil cleans parts by carrying away damaging metal particles and deposits. Engine oil cools parts by absorbing and carrying away heat. Engine oil lubricates parts by forming a thin film to support and separate them. To ensure your engine oil correctly performs these functions, it is important to change the oil regularly and properly and to select the right engine oil. away useful life. Change oil too late, and you risk incurring even greater costs through shortened component life. designed and built into Caterpillar engines. Using Caterpillar oil is the safest way to ensure top engine performance. We can help you determine the right oil for your Cat engines, or you can refer to service publication SEBU6250.
Regular preventive maintenance is the most cost-effective way to keep your engine operating at peak performance. Preventive maintenance:
allows you to schedule downtime and plan for maintenance and repair costs. helps prevent major failures and failures of related parts. saves you money because you can often repair before failure. maximizes parts reusability. optimizes equipment life to keep your machines on the job. increases machine resale value.
Preventive Maintenance
Reduce the chance of cooling system problems
The cooling system maintains correct engine temperatures by taking away unwanted heat generated by combustion and friction. Over 40% of engine failures are caused or aggravated by cooling system problems, so properly maintaining your cooling system and selecting the right coolant can significantly reduce the chance of engine problems.
common problem is poor coolant quality, which causes accelerated cavitation erosion of cylinder liners, corrosion and failure of waste pump seals.
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Inspections
Locate potential problems with thorough inspections
A good inspection program combines your daily inspections with our periodic in-depth analysis. These inspections allow you to: locate potential problems before they lead to major repairs. schedule engine maintenance and repairs. plan and control your operating costs and downtime.
The Technical Analysis Inspection program (TA) is a proactive evaluation of the health and condition of all engine systems. The TA is made of two subcomponents, the TA1 and TA2.
TA1: Visual/Walk-Around Inspection conducted by a PSSR or Service Technician TA2: Detailed Engine Inspection conducted by a dedicated inspector or Service Technician
Component Inspection/Repair is a critical step when inspections show the need to repair or replace a component, such as a water pump, starter, or turbocharger. We can often remanufacture the component to get your engine back to work quickly at a low cost.
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Inspections
Recognize repair indicators
Indicator
SOS Fluid Analysis results
Possible Causes
SOS Fluid Analysis is the single best indicator of internal engine wear and potential failure. SOS Coolant Analysis ensures that coolant is protecting your engine from erosion and corrosion, as well as providing freezing and boil protection. Indicates estimated life to engine overhaul and how you can extend that time by changing operating and maintenance factors. Service meter hours are a good indicator of when certain repairs are needed. Dirty primary/secondary air cleaner Operating in too high a gear Overfueling Overloading Malfunctioning fuel nozzles/injectors Malfunctioning turbocharger Dirty air cleaner Improper set point Fuel leak The gallons of fuel consumed by an engine can be an indicator of worn parts. Worn turbocharger seals Worn rings/liners Worn valve guides Hours on engine Cracked head and/or liners Leaking head gasket Incorrect starting procedure Incorrect fuel injection timing Faulty injector Low quality fuel
Options
Customer/Dealer Discussion
Customer/Dealer Discussion
Customer/Dealer Discussion
SOS Fluid Analysis Customer/Dealer Discussion Technical Analysis Inspection Customer/Dealer Discussion Faulty turbocharger
Customer/Dealer Discussion
Blue smoke
(oil consumption)
SOS Fluid Analysis Component Inspection/Repair Repair Determination Inspection Customer/Dealer Discussion Technical Analysis Inspection
White smoke
(steam: water in combustion chamber)
White smoke
(on start-up: unburned fuel)
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Indicator
Increased oil consumption
(excess blow-by)
Possible Causes
Worn or broken rings/liners Worn turbocharger seals Worn valve guides Hours on engine
Options
SOS Fluid Analysis Component Inspection/Repair Repair Determination Inspection Technical Analysis Inspection Customer/Dealer Discussion Technical Analysis Inspection Repair Determination Inspection Component Inspection/Repair Customer/Dealer Discussion Tune-up Technical Analysis Inspection Customer/Dealer Discussion Tune-up
Unusual noises
Malfunctioning fuel nozzles/injectors Malfunctioning turbocharger Worn piston pin bushings Worn rod/main bearings Too much valve lash Incorrect adjustment of governor linkage Malfunctioning fuel nozzles/injectors Slipping torque converter Improper set point Dirty fuel filter Dirty air cleaner Low quality fuel Malfunctioning temperature regulators Incorrect adjustment or worn belts/pulleys Incorrect operator technique Plugged radiator core (external and internal) Low coolant level Dirty air cleaner Malfunctioning fuel nozzles/injectors Improper starting technique Worn fuel injector pump Slipping torque converter Low cranking speed Low quality fuel (low cetane rating or water in fuel) Coolant/fuel leak into crankcase Improper oil fill Coolant/fuel leakage into crankcase Extended oil change period Damaged bearings Incorrect oil use Dirty entry
Lack of power
Overheating
Hard starting
(engine missing)
SOS Fluid Analysis Customer/Dealer Discussion SOS Fluid Analysis Customer/Dealer Discussion
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Repair Management
Control costs and downtime with repair management options
Preventive maintenance, SOS fluid analysis, and regular, thorough inspections help you catch problems in their earliest stages. With a good engine management program that includes these three steps, you can make informed decisions about repairsoptimizing repair timing and minimizing repair costs. Repair management helps you control repair costs and downtime by giving you options at the time of repair. To take advantage of repair management, you must respond to repair indicators quicklyso you can repair before failure. require preventive repairs. SOMAs primary purpose is to illustrate the importance of good maintenance and operating practices for customers. Users accomplish this by performing a gap analysis of the customers capabilities, a process which involves two steps: First, the user evaluates and rates the severity of conditions at a particular customer site (load factors). And second, the user evaluates and rates the maintenance and operating practices that the equipment is subjected to. Contact our parts and service professionals to schedule a
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Level I parts
Piston rings Main and rod bearings Valve guides Turbocharger cartridge These parts wear the fastest and are not designed to be reusedbut in most cases, theyre also the least costly to replace.
Level II parts
Pistons Liners Valves Camshafts These parts wear more slowly than Level I parts and can be reused if theyre properly maintained during their first life. However, if Level I parts fail, Level II parts may not be reusable.
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Repair Management
Control repair expenses with engine electronics management
Engine electronics offer performance, power, serviceability, fuel economy, emissions control, and durability not possible with most mechanically controlled engines. They also help you control engine repair expenses. Sensors relay messages about these engine functions to the ECM, which analyzes the data and adjusts engine operation to optimize power and economy. The results are increased fuel savings and productivity. eliminate all other potential problems first (more often than not, performance problems are caused by something other than computer system electronics). begin with a preliminary inspection for signs of obvious trouble, such as part damage, loose connections, and broken wires. use the Electronic Technician to study conditions before failure. look at diagnostic codes, which direct attention to service requirement areas for ease of maintenance and repair. We offer a variety of services and expertise to help you get the most from your engine and its electronics.
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Inexpensive new oil with inadequate oil additives New oil that does not meet the minimum required performance standards Extended oil change intervals which exceed the usable life of the oil Oil contaminated with dirt or failure debris Poor quality oil filters Other contributors to accelerated wear and failure include:
Dirt ingestion Poor filter element maintenance Excessive valve lash Lack of engine tune-ups Engine overheat Engine overspeed Poor quality fuel Poor quality fuel filter
All of these causes are directly related to operation and maintenance practices and are avoidable. Proper engine operation and high quality maintenance can virtually eliminate most causes of accelerated wear and failure.
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Record-keeping
By developing and accurate engine record-keeping system, you can identify high-cost or problem areas, track work flow, control costs and increase engine resale value. An accurate record-keeping system documents drive train history by detailing component life and cost information. We can help you set up manual record-keeping and work order systems, or we can help you install computer software programs to perform scheduling, checklists and other record-keeping functions.
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PEDP7028-02
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2006 Caterpillar
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