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Identified
Measures of: Deterioration Contamination Formulation
Increasing Wear
Compartment Status Urgent Stop Diagnose Repair Monitor Proceed with Caution Investigate Normal Continue Informational Cost Savings
Indicators
c a p m I n o t
C
om
t n e m t r a p
th l ea
The Overall Question about Wear 1. Has the wear rate increased? 2. Has the oil deteriorated? 3. Is the oil contaminated? 4. Is this the correct oil?
Four Questions about Wear 1 Wear Rate X 2 Deterioration 3 Contamination X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X 4 Formulation
SOS Services Oil Tests Aluminum Al Barium Ba Boron B Calcium Ca Chromium Cr Copper Cu Iron Fe Lead Pb Magnesium Mg Molybdenum Mo Nickel Ni Phosphorus P Potassium K Silicon Si Sodium Na Tin Sn Zinc Zn Nitration Oxidation Soot Sulfation Particle Count Fuel Glycol Water Viscosity
1. What type of coolant is being used? 2. Is freeze/boil protection adequate? 3. Is coolant condition acceptable? 4. Is coolant contaminated?
SOS Services Coolant Tests Label Information Glycol Concentration Calculated Freeze Protection Calculated Boil Protection pH Conductivity Nitrite Precipitate Appearance Odor Color Foam Oil / Fuel Presence
1 Coolant Type X
X X X
Problem: Elevated Cu Compartments: All compartments with cooper core oil coolers, including most
engines, powershift transmissions, hydraulic systems, steering systems, and some axles
Abnormal Results: Cu Problem: Dirt Entry Compartments: All Abnormal Results: Si & Al, wih Si values 3 to 5 times higher than Al values Fe Particle Count
Ca, Mg, K, & Na (from naturally occurring elements in the dirt)
Problem: Coolant Entry Compartments: All water cooled compartments, including most engines,
powershift transmissions, hydraulic systems, steering systems, and some axles
Abnormal Results:
K and / or Na Cu (if Cu oil cooler is present) Si, B, Mo, & P (elements in coolant additives) Viscosity increase
Compartment: Diesel or Gas Engine Problem: Dirt Entry Abnormal Results: Si & Al, wih Si values 3 to 5 times higher than Al values Fe (cylinder liners, crankshaft, camshaft, pushrods) Pb & Sn (bearing overlay) Cr & Mo (piston rings)
Cu, Pb, & Sn (bronze bushings)
Compartment: Hydraulic Brake System Problem: Friction Material Wear Abnormal Results:
Si (friction materials) Fe (steel separator plates) Particle Count or PQI increase
Compartment: Differentials & Final Drives Problem: Dirt Entry Abnormal Results:
Si & Al, wih Si values 3 to 5 times higher than Al values Fe (gears, housing) Cr (rolling element bearings) Cu & Pb or Cu & Sn (bushing or thrust washer) Particle Count or PQI increase Particles on oil bottle cap Particles on magnetic drain plug Water
Compartment: Differentials & Final Drives Problem: Brake Wear (only for axles with wet brakes) Abnormal Results:
Si (friction material) Fe (separator plates) Oxidation Viscosity increase
Diesel Engines
Test Parameter Fe, Cr Fe, Cr, Al Pb Pb, Al, Fe K > Na, Cu, Mo Na, Si, Cu Si >Al, Fe, Cr Si >Al, Fe, Pb, Cr Cu > Pb or Cu > Sn Cu > Pb, Sn Soot, Fe, Pb, Cr Soot, Fe, Mo, Cr Cu Oxidation, Fe, Pb Sulfation, Fe Viscosity increase, Oxidation, Fe, Pb Viscosity increase, Soot, Fe, Pb Viscosity decrease Viscosity decrease, Pb Viscosity decrease, Fe,Pb Mo, B, Ba, Cu water Source cylinder liner, piston rings cylinder liner, piston rings, aluminum piston skirt lower rod and main bearing overlay lower rod and main bearings, crankshaft ELC coolant contamination conventional coolant or DEAC contamination dirt, cylinder liner, piston rings dirt, cylinder liner, bearing overlay, piston rings bronze bushing or thrust washer bronze bushing or thrust washer Soot wear on cylinder liner, piston rings, bearings Soot wear on older engine with moly plasma coated top rings and on cylinder liners copper oil cooler overheated oil, overextended oil drain high sulfur fuel, overextended oil drain overheated oil, wear on cylinder liners, bearing overlay, and piston rings very high soot, wear on cylinder liners, bearing overlay, and piston rings multigrade oil permanent viscosity shear fuel dilution, wear on bearing overlay severe fuel dilution, wear on cylinder liners, crankshaft, and bearing overlay possible additive elements coolant entry, condensation, pressure washing
Gas Engines
Test Parameter Oxidation, Pb Oxidation, Pb, Fe, viscosity increase Nitration Si Si >Al, Fe, Cr Si >Al, Fe, Pb, Cr K > Na, Cu Na, Si, Cu Cu Mo, B, Ba, Cu water Source overextended oil drain, overheated oil, A/F ratio overextended oil drain, overheated oil. A/F ratio operation on NOx peak, overextended oil drain siloxane gas in fuel dirt, cylinder liner, piston rings dirt, cylinder liner, bearing overlay, piston rings ELC coolant contamination conventional coolant or DEAC contamination copper oil cooler possible additive elements coolant entry, condensation
Powershift Transmissions
Test Parameter Si, Fe, ISO code Cu, Pb, Fe, ISO code Si >Al, Fe, Cr, ISO code Al Al, Cu, Fe, ISO code Cu Cu > Pb or Cu > Sn Cu > Pb, Sn K > Na, Cu Na, Si, Cu Fe, Cr, ISO code Oxidation, viscosity increase viscosity decrease water Source wet clutch friction material and separator plates bronze friction material and separator plates dirt, wear on gears and bearings torque converter torque converter copper oil cooler bronze bushing or thrust washer bronze bushing or thrust washer ELC coolant contamination conventional coolant or DEAC contamination Anti-friction Bearings overheated oil, overextended oil drain lower viscosity top-off oil coolant entry
K > Na, Cu ELC coolant contamination Na, Si, Cu conventional coolant or DEAC contamination Oxidation, viscosity increase overheated oil, overextended oil drain water coolant entry, condensation, pressure washing
UFM INTERPRETATION SYNOPSIS SOSsm Services will now be reporting FT-IR results in a new format. The results for soot, oxidation, sulfation, and nitration will be unitless whole numbers (UFM Unsubtracted FT-IR Method number) that no longer represent % Allowable values. Please note that this new method is still to be utilized as a trending module. There will be samples and oil types that do not fit this model. Please refer to the technical paper UnSubtracted FTIR Methodology for SOSsm Services for further details. Also note that all information in this document was gathered utilizing a Perkin Elmer Oil Express FT-IR with Spectrum One software and the SOSsm Services Manager laboratory information management software. Shown below is a chart with comparisons for new soot values and the corresponding absorbance, %T, and % allowable values. Since soot is only the measure of light passage through a sample, there is a direct relationship between the absorbance value obtained at the instrument level and the resulting UFM, %T, and % allowable values. Soot % Allow. 10 26 52 74 100 110 120 130 140 150 160 170 180 190 200 UFM Guidelines 30 34 20 17 12 34
Absorbance 0.02 0.06 0.13 0.2 0.3 0.35 0.4 0.45 - 0.46 0.52 - 0.53 0.60 - 0.61 0.69 - 0.70 0.81 - 0.83 0.98 - 1.02 1.26 - 1.34 2.31
%T 95 87 74 63 50 45 40 35 30 25 20 15 10 5 0
Component Compartment Soot Diesel Engine Oxidation Diesel Engine Oxidation Nat. Gas Engine Hydraulic & Oxidation Non-engine Nitration Nat. Gas Engine Sulfate / COC Diesel Engine
* - Please note that this model does not include UFM guidelines for soot, nitration and sulfation in non-engine compartments. Those components do not provide crucial information for non-engine compartments.
UFM # 31 35
The UFM values for oxidation, sulfation, and nitration are not directly related to the absorbance value obtained at the instrument level. Absorbance is a single point measurement, whereas our new method of FT-IR analysis actually measures the peak area in a specific wavenumber range. Because this new measurement is no longer a single point, we are not able to directly correlate previous % allowable values with the UFM values you will see on your reports. Shown above is a table summarizing the values for oxidation, sulfation, and nitration to be used as guidelines during oil interpretation. Please refer to the technical paper listed above for more details. The water screen information comes out of the Spectrum One software as Water Petroleum Lube. The value in this area is also a UFM number, and does not represent % water in the sample (see above table). Also, the % water and corresponding UFM number do not exhibit a linear relationship. Therefore, you cannot extrapolate % water data using the UFM number. A sample with a water petroleum lube UFM number of less than 31 will be negative for water screen. SOSsm Services Manager will assign a water test to this sample and complete the test by entering a negative value. A sample with a water petroleum lube UFM number of 31 to 34 will indicate a possible for water screen, SOSsm Services Manager will assign a water test, and it will remain incomplete until a technician performs a physical confirmation of presence of water and enters the result. A sample with a water petroleum lube UFM number of 35 or greater will indicate a probable for water screen, SOSsm Services Manager will assign a water test, and it will remain incomplete until a technician performs a physical confirmation of presence of water and enters the result.
07 June 2006
Soot - % Allowable
160 140 120 100 80 60 40 20 0 0 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 180 190 200 210 220 230 240
UFM number
Soot - TGA
UFM number
Compartments Powershift Transmission Differential & Final Drive Braking Systems Hydraulic Systems Steering Systems Compartments Hydraulic Systems Steering Systems
Hydraulic Oils Ca Mg Zn P Si Mo B Ba Cu
FD-1 Oils Ca B P Zn
MTO Oils Ca B Zn P
NAR MC 21 26 5 6 2 3 2 3 0 1 5 7 1 2 Engine
NAR MC 18 23 9 11 3 4 3 4 3 4 17 24 0 1 Transmission
NAR MC 15 19 10 13 3 4 2 3 2 3 16 21 1 2 Hydraulic
NAR MC 45 56 13 17 2 3 1 2 2 3 9 12 1 2 Differential
Table was constructed using 15 Existing Wear Tables corresponding to three different product families: five Excavators (315C, 320C, 330L, 365B, 385B), five Off-Highways Trucks(769C, 775E, 777, 785, 793B) and five Track-Type Tractors (D4C, D5C, D7G, D9H, D11R). The values presented in the table correspond to the average, maximum (MAX) & minimum (min) Wear Table No Action Required (NAR) and Monitor Compartment (MC) table values. Disclaimer: This table is intended as a training tool to provide inisight to new interpreters into the general Wear Table levels. It is not intended as an interpretation guideline and it is not meant to replace any Wear Table.
Reference Materials for SOS Services Interpretation I Many of the materials referenced in these training modules are updated on a regular basis. The most recent versions of these documents are available on the Cat intranet system and on the World Wide Web. The highlighted portion of the entry indicates the best place to view the specified material. The material available on the Cat intranet system is identified by the following codes: SIS, KN, and ESL. All of these Cat intranet sites require a Corporate Web Security (CWS) username and password. The following notes explain how to access this information from each location. Service Information System (SIS): Type the following address into your browser: https://sis.cat.com and press enter. The CWS page will appear; type in your CWS username and password. The SIS home page will appear next. On the SIS home page, go to Media Search and type in the media number. Electronic Sales Library (ESL): Type the following address into your browser: https://cds.cat.com/PSMprev.nsf/$$MediaNumber and press enter. The CWS page will appear; type in your CWS username and password. The ESL media search page will appear; type in the media number. Knowledge Network (KN): Type the following address into your browser: https://kn.cat.com and press enter. The KN home page will appear; click the menu item labeled Search KN. In the search box, type in SOS Services and press enter. Select SOS Services from the list of KN communities. At the SOS Services site, select the menu item labeled Tools/Guides. Click on the menu item labeled Data Analysis Guides. For SOS Services Manager information, type SOS Services Manager in the search box and press enter. Select SOS Services Manager from the list of KN communities. At the SOS Services Manager site, select the menu item labeled Tools/Guides. A User Guide and AutoInterpretation Manual are available. Cat.com: To find fluids information on the http://www.cat.com/ site, go to the Products menu and select Parts. In the Parts menu, select Fluids. Go to the desired menu item to obtain data sheets, fluids recommendations, and Cat specifications. General Information on Fluids SEBD0640 Oil and your engine SIS SEBD0970 Coolant and your engine SIS SEBD0518 Know Your Cooling System SEBD0717 Diesel Fuel and your engine SIS PEGJ0045 Reporting Particle Count by ISO Code ESL SOS Interpretation Guides PEDP8025 Optimizing Oil Change Intervals KN PEGP9818 Coolant Analysis KN Wear Tables Wear Tables in .pdf format KN SOS Services Data Sheets PEGJ0046 Understanding SOS Services Tests ESL PEGJ0047 How to Take a Good Oil Sample ESL PEHP7052 Making the Most of SOS Services ESL PEHJ0191 SOS Services ESL
Cat Fluid Recommendations SEBU6250 Caterpillar Machine Fluids Recommendations SIS SEBU6251 Caterpillar Commercial Diesel Engine Fluids Recommendations SIS SEBU6385 Caterpillar On-Highway Diesel Truck Engine Fluids Recommendations SIS SEBU7003 3600 Diesel Engine Fluids Recommendations for Lubricants, Fuels, and Coolants SIS SEBU6400 Caterpillar Gas Engine Lubricant, Fuel, and Coolant Recommendations SIS Cat Fluids Data Sheets PEHJ0059 Diesel Engine Oil (DEO) (Western Hemisphere excluding Brazil) ESL PPHJ0072 Diesel Engine Oil (DEO) (Brazil only) ESL PEHJ0021 Diesel Engine Oil (DEO) (Eastern Hemisphere excluding UAE, Saudi Arabia, Egypt) ESL PEHP7062 Full Synthetic DEO PEHP7506 Transmission/Drive Train Oil (TDTO) ESL PEHP8035 Synthetic Blend Transmission/Drive Train Oil (TDTO TMS) ESL PEHJ0009 Hydraulic Oil (HYDO) (North America) PEHP9544 Hydraulic Oil (HYDO) (outside of North America) ESL PEHP6047 Biodegradable Hydraulic Oil (HEES) ESL PELE0905 Hydraulic Oil Formulation Change ESL PEHP9530 Final Drive and Axle Oil (FDAO) ESL PEHP9570 Final Drive and Axle Oil Synthetic (FDAO Syn) ESL PEHP7508 Gear Oil (GO) ESL PEHJ0030 Synthetic Gear Oil (Synthetic GO) ESL PEHP0004 Natural Gas Engine Oil (NGEO) ESL PEHP9574 Natural Gas Engine Oil EL250 (NGEO EL250) ESL PEHJ0006 Natural Gas Engine Oil EL350 (NGEO EL350) ESL PEHJ0067 PEHP9554 PEHJ0040 Extended Life Coolant (ELC) ESL Diesel Engine Antifreeze/Coolant (DEAC) ESL Natural Gas Engine Coolant Premix 50/50 (NGEC) ESL
Cat Fluids Specifications & Industry Standards Cat ECF-1 Diesel Engine Oil Requirements Cat.com Cat EC-1 Extended Life Coolant available on request from Cat Fluids Engineering Cat FD-1 Final Drive & Axle Oil Cat.com Cat TO-4 Transmission and Drive Train Oil Requirements Cat.com Cat TO-4M Multigrade Transmission and Drive Train Oil Requirements Cat.com Cat BF-1 Biodegradable Hydraulic Fluid Requirements Cat.com API Oil Classifications American Petroleum Institute www.API.org Engine Oil Licensing and Certification System SAE Viscosity Grades Society of Automotive Engineers International www.SAE.org J300 Viscosity grades for engine oils J306 Viscosity grades for gear oils ASTM Standards American Society of Testing and Materials Int. www.ASTM.org D3306 Automobile and Light Duty Coolant D4985 Heavy Duty Coolant D4485 Standard Specification for Performance of Engine Oils
More Information
TIBU4910 TIBU5064 Fuel Dilution of Engine Oil SIS Elevated Amounts of Potassium and Aluminum in Oil Samples on 2007 Caterpillar Engines SIS Drive Train, Engine, Hydraulic Repair Indicator Quick Reference Guide ESL or
Guideline for Examining Failed Parts SIS SIS Training CD through Media Logistics, see next entry
SEBF1021 Improving Component Durability series available through Media Logistics by calling 1-800-566-7782 from the United States or Canada or 309-266-0942 from outside the United States or Canada. Alternatively, you may e-mail Media Logistics at media_logistics@cat.com.
13-March 2009
HEUI Hydraulically Actuated Electronically Controlled Unit Injector KN Knowledge Network. A series of communities managed by Caterpillar. These contain information bulletins, guides and tools as well as discussion groups. NLGI- National Lubricating Grease Institute. This is a global organization that promotes technical advancements and improvements in lubrication. The NLGI also provides standards for lubricants. OMM Operations and Maintenance Manual ppm parts per million. This is a way to describe very dilute concentrations. PSSR Parts Sales and Service Representatives PSOR Parts and Service Operations Representative. SCA- Supplemental Coolant Additive SAE Society of Automotive Engineers. This is a global organization that creates and manages engineering standards. These include viscosity standards for oils. SIS Service Information System. This is a software tool produced by Caterpillar that contains product information. TC Technical Communicator. TGA Thermogravimetric Analysis. This analysis involves heating a sample and measuring the changes in weight as compounds decompose due to higher temperatures. UFM Unsubtracted FTIR Method. A way to analyze oils using FTIR that does not require reference oil.