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Special Instruction
Storage Procedure For Caterpillar Products{0355, 7000}
Media Number -SEHS9031-04 Publication Date -01/12/2003 Date Updated -07/02/2005

SEHS90310001

Storage Procedure For Caterpillar Products{0355, 7000}


SMCS - 0355; 7000

All Applications - Agricultural, Earthmoving, Industrial, Material Handling, Marine, Marine


Gear, Paving, Power Generation, and Vehicular

NOTE: Do not perform any procedure outlined in this Special Instruction until you have read and
understood this information.

Introduction
This Special Instruction provides procedures and recommendations on the preparation of Caterpillar
products, such as engines, generators, and marine gear, for storage up to one year.

NOTE: If long term storage for a period of time exceeding one year is necessary, contact your local
Caterpillar Dealer for the preferred procedure to use in your specific case.

This Special Instruction begins by providing engine storage procedures for any application; then lists
detailed steps on how to perform the work for various vehicular systems. Discussions on Generators
and Marine Gear are covered separately.

* Operation & Maintenance Manual - for your equipment.


* Service Manual - for your equipment.
* Parts Book - for your equipment.
* Special Publication "Know Your Cooling System", SEBD0518.
* Special Publication "Coolant And Your Engine", SEBD0970.
* Supplement "Caterpillar Commercial Diesel Engine Fluids Recommendations For
Lubricants, Diesel Fuel, And Coolants", SEBU6251.
* Supplement "Caterpillar 3600 Series Diesel Engine Fluids Recommendations For
Lubricants, Fuels, And Coolants", SEBU7003.
* Service Manual "Cold Weather Recommendations Operation & Maintenance Manual",
SEBU5898.
* Special Instruction "Battery Test Procedure", SEHS7633.

General Requirements
Engine

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Caterpillar recommends the use of volatile corrosion inhibitors (VCI oil) in order to prevent internal
engine damage due to moisture during storage. These inhibitors act by evaporating inside the engine,
then condensing over the inside surfaces.

This evaporation and condensing process offers full protection to surfaces that cannot be reached
with preservatives that require direct application. This process also makes it easier to clean from the
engine when removing the engine from storage.

The volatile vapors are removed by simply running the engine to operating temperature. A mineral
oil base is left behind after the volatile vapors are removed. The oil should then be drained and new
oil and filters installed.

Vehicular

Vehicular storage is generalized to recommendations for specific systems such as: hydraulic system,
batteries and electrical system, tires and track, implements and attachments, transmissions and
drives, air tanks and compressors, and cabs.

Generator

Generator storage provides the necessary information to adequately protect your power generation
equipment for periods of time while not in operation.

Marine Gear

Marine gear storage requires the use of VCI oil to protect the marine gear.

Cooling Systems

Cooling systems should be preserved with Caterpillar coolant or equivalent. Caterpillar coolant
contains the necessary inhibitors to prevent corrosion and pitting. When used in the proper mixture,
the coolant will prevent damage due to rust and freezing.

It is common in warm climates to store the engine with water in the cooling system. In such cases,
distilled or deionized water is recommended for use in engine cooling systems. DO NOT use hard
tap water or salt softened tap water in engine cooling systems.

If distilled or deionized water is not available, use water that meets the minimum acceptable
requirements listed in section "Coolant Specifications" of Supplement: Caterpillar Commercial
Diesel Engine Fluids Recommendations For Lubricants, Diesel Fuel, And Coolants, SEBU6251.

NOTE: All Caterpillar engines equipped with air-to-air aftercooling (ATAAC) require a minimum
of 30 percent glycol to prevent water pump cavitation.

When approved water (distilled, deionized, or water that meets minimum acceptable Caterpillar
requirements) is used, the water MUST be treated with six to eight percent by volume Caterpillar
Supplemental Coolant Additive (SCA), also called Caterpillar Cooling System Conditioner, or
equivalent. Under NO circumstances should the engine be stored without the addition of the
Caterpillar Supplemental Coolant Additive or equivalent.

NOTE: Refer to section "SCA And Water Cooling Systems", Page 16, of Supplement: Caterpillar
Commercial Diesel Engine Fluids Recommendations For Lubricants, Diesel Fuel, And Coolants,
SEBU6251. Take special note of the chart "Caterpillar SCA Requirements For SCA And Water

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Cooling Systems" on the same page.

Always fill the radiator completely full to prevent rusting of the top tank. Do not leave any exposed
air space within the radiator. All exposed surface areas will rust.

Caterpillar Coolant And Antifreeze

Caterpillar Extended Life Coolant (ELC) is the preferred coolant to use in cooling systems.
Caterpillar ELC provides the best coolant service life, corrosion protection, water pump seal service
life, and radiator service life. An acceptable alternative to ELC is Caterpillar Antifreeze. Both
Caterpillar ELC and Caterpillar Antifreeze contain the necessary corrosion inhibitors to protect the
cooling system from rust and pitting of cooling system components. Use Caterpillar ELC or
Antifreeze and approved water in order to provide the necessary coolant mixture required for the
lowest ambient temperature anticipated. (For a definition of "approved" water, refer to "Cooling
Systems" in this document.)

NOTE: For additional information, refer to Special Publication "Know Your Cooling System",
SEBD0518.

NOTE: For additional information specifically about 3600 Engines, refer to Supplement "Caterpillar
3600 Series Diesel Engine Fluids Recommendations For Lubricants, Fuels, And Coolants",
SEBU7003.

Caterpillar ELC and Antifreeze is available from your local Caterpillar dealer. Contact your local
Caterpillar Dealer for part numbers and available container sizes.

Supplemental Coolant Additive

Use a six to eight percent concentration of Caterpillar Cooling System Conditioner on engines that
will be stored with only water in the cooling system. If the engine is stored with Caterpillar
Antifreeze, there is no need to add conditioner before storage.

NOTE: DO NOT use cooling system conditioner with Dowtherm 209.

Caterpillar Cooling System Conditioner is available from your local Caterpillar Dealer in the
quantities listed in Chart 2.

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NOTE: For additional information, refer to Special Publication "Know Your Cooling System",
SEBD0518.

Cooling System Cleaner

Caterpillar Cooling System Cleaner is designed to clean the cooling system of harmful scale and
corrosion. It is available in 1.9L (.5 gal U.S.) containers. Directions for its use are included on the
container.

Necessary Equipment

To avoid personal injury, read and understand all directions and


hazards described on the labels of any product used to preserve your
equipment.

Use all the necessary protective equipment required to perform the job.

Sprayer

A 1P-0540 Flow Checking Tool Group or an air compressor with a sprayer attachment can be used
to prepare the engine for storage.

It should be possible to change the nozzle adjustment to provide either a spray or a fog pattern. The
fog adjustment pattern is better if access to components is difficult. The spray pattern is better for
parts on the outside of the engine.

Paint

Outside parts of the engine, marine gear, etc., can best be protected by thorough use of a good
quality paint. Paint provides good protection for a storage period up to two years. Before painting,
thoroughly clean the engine.

NOTE: For additional information, refer to 143-4985 Preservation Group.

Plastic Bags

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Use black or dark plastic bags. Clear plastic bags will deteriorate over long periods of time.

Sealing Tape

Use a sealing tape with good adhesive properties. DO NOT use duct tape because it will loosen over
a short period of time. Two inch wide rolls of sealing tape are recommended.

A good quality sealing tape is available from the following suppliers:

3M Product Information Center

3M Center
Building 304-01-01
St. Paul, Minnesota - 55144
U.S.A.
Telephone: (800) 364-3577

3M Industrial Tapes

3M Center
Building 220-8E-04
St. Paul, Minnesota - 55144
U.S.A.

TARP Preservative

This preservative may be applied to any surface of the equipment except where paint is uncured (less
than 48 hours).

This product and additional information is available from:

Castrol Industrial North America, Inc.


1001 West 31st Street
Downers Grove, Illinois - 60515
U.S.A.
Telephone: (630) 241-4000

Rust Preventative

Caterpillar 450 Rust Preventative Oil is to be used on all chromed surfaces of hydraulic cylinders to
minimize corrosion and pitting of the rods.

1890 Protective Sealer

This protective sealer is available from distributors of DOW CORNING products. This sealer is used
to minimize corrosion of electrical wiring, connectors and components from environments such as
salt water spray, salt mines, fertilizer plants.

NOTE: Observe all safety precautions and application instructions provided by the supplier.

Oils and Lubricants

Refer to the Operation & Maintenance Manual for your equipment. Use only the specified oils that

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are recommended for engine crankcase, drive train, hydraulic system, etc.

Multipurpose Grease

Use a multipurpose-type grease (MPGM) [such as 5P-0960 (Molybdenum) Grease Cartridge], which
contains three to five percent molybdenum disulfide conforming to MIL-M-7866 and a suitable
corrosion inhibitor, to lubricate rod threads, ball joints, linkage, etc. NLGI No. 2 Grade is suitable for
most temperatures.

Filters

Refer to the Parts Book for your equipment. The Parts Book will list all of the necessary filter part
numbers for engine crankcase, air inlet, hydraulics, marine gear, etc. These filters are available
through your local Caterpillar Dealer.

Coolant Conditioner Test Kit

Use the 8T-5296 Conditioner Test Kit to check the concentration of conditioner in the cooling
system. Maintain the cooling system with a three to six percent concentration of conditioner.
Instructions are included with the kit. (Systems consisting of only water should be maintained with a
six to eight percent concentration of conditioner. Refer to the section "Cooling Systems" in this
Special Instruction.)

Coolant And Battery Tester

The tester is used for checking coolant freezing point and battery fluid condition. Instructions are
provided with the tester. The 5P-0957 Coolant And Battery Tester Group is available with the
temperature scale in degrees Fahrenheit. The 5P-3514 Coolant And Battery Tester Group is available
with the temperature scale in degrees Celsius.

VCI Oil

Volatile Corrosion Inhibitor (VCI) oil can be used in all tanks, engine, fuel tank, hydraulic tank,
power steering tank, transmission, differential, etc. It is an oil stabilizer and rust preventative. It can
be used in combination with any petrochemical. Apply by using a spraying or fogging pattern.

Caterpillar recommends the use of VCI oil in order to prevent internal engine damage due to
moisture during storage. These inhibitors act by evaporating inside the engine then condensing over
the inside surfaces.

Chart 3 lists the various available quantities of VCI oil.

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This evaporation and condensing process offers full protection to surfaces that cannot be reached
with preservatives that require direct application. This process also makes it easier to clean from the
engine when removing the engine from storage.

The volatile vapors are removed by running the engine to operating temperature. A mineral oil base
is left behind after the volatile vapors are removed. The oil should then be drained and new oil and
filters installed.

VCI oil should not be used full strength on non-ferrous metals where it will have direct, prolonged
contact. It must be diluted as recommended in the instructions that follow.

To be successful when treating an engine with VCI oil, the engine must be completely sealed when
stored. VCI oil is so volatile that any opening left unsealed will allow the vapors to escape, causing
the engine to lose its protection.

Volatile corrosion inhibitor (VCI), NOX-RUST VCI #10 oil or equivalent oil, provides both liquid
and vapor protection to ferrous metal surfaces against corrosion caused by moisture. In a closed
compartment, protection is either by direct contact with VCI oil or by contact with VCI vapors.
Contact your local supplier for a similar type oil.

Additional information on the use of VCI oil and a list of suppliers outside the U.S.A. can be
obtained by contacting:

Customer Service
Rock Island Lubricants and Chemical
1320 First Street
Rock Island, Illinois - 61201
U.S.A.
Telephone: (309) 788-5631
Fax: (309) 786-3946

Diesel Fuel

Diesel fuel left in fuel tanks and fuel injection systems will sometimes cause problems due to the
growth of small organisms. This may result in plugged fuel filters, corrosion, sticking fuel pumps, or
malfunctioning fuel injection valves.

This problem can be minimized by draining the fuel injection pump and refilling it with Caterpillar
Calibration Fluid.

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NOTE: Calibration Fluid is available from your local Caterpillar Dealer.

Caterpillar Calibration Fluid is the preferred choice as a preservation fluid because it contains Rust
and Oxidation (R&O) inhibitors. If Caterpillar Calibration Fluid is not available, kerosene is a
second consideration. However, kerosene does not contain Rust and Oxidation inhibitors and, as the
result, is far from the best choice. In addition, kerosene is preferred over diesel fuel (another
alternative) because kerosene is not as prone to oxidation as diesel fuel. Kerosene also will not
thicken as much as diesel fuel during long storage periods.

Fuel tanks should be protected internally with VCI oil and then sealed.

Diesel Fuel Biocide

To prevent the growth of small organisms in the diesel fuel, use diesel fuel biocide such as Biobor JF
or equivalent.

Additional information on the use of diesel fuel biocide, test kits for measuring microbial
contamination in diesel fuel, and a list of suppliers outside the U.S.A. can be obtained by contacting:

Angus Chemical Company


1500 East Lake Cook Road
Buffalo Grove, Illinois - 60089
U.S.A.
Telephone: (800) 447-4369
Telephone: (989) 832-1560

For more information ask for the free booklet "Microbial Contamination Of Diesel Fuel: Impact,
Causes, And Prevention".

Buckman Laboratories International Inc.


1256 North McLean Boulevard
Memphis, Tennessee - 38108
U.S.A.
Telephone: (901) 278-0330
Telephone: (800) BUCKMAN

Hammond Technical Services, Inc.


15760 West Hardy Road, Suite 400
Houston, Texas - 77060
U.S.A.
Telephone: (281) 999-2900
Telephone: (800) 582-4224

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Rohm & Haas Company


100 Independence Mall West
Philadelphia, PA 19106-2399
U.S.A.
Telephone: (800) 592-3000

Engine
Storage - Up To One Year

All Diesel and Natural Gas Engines

NOTE: If long term storage for a period of time exceeding one year is necessary, contact your local
Caterpillar Dealer for the preferred procedure to use in your specific case.

This storage procedure is to be used for all diesel and natural gas engines in all applications.

If an engine is not used, oil can run off the cylinder walls, piston rings, main bearings, connecting
rod bearings, crankshaft, gears, and other parts that normally receive lubrication.

This lack of lubricant allows corrosion to begin to appear on the metal, especially in areas of high
humidity (water content in the air).

When the engine is started again, before these surfaces receive oil, the metal-to-metal contact will
cause wear. To minimize this wear, use the starter to turn the engine with the throttle in the FUEL
OFF position. When oil pressure is shown on the pressure gauge, start the engine.

1. Clean the engine of any dirt, rust, grease, and oil. Inspect the exterior. Paint areas that contain
paint damage with a good quality paint.

2. Remove any dirt from the air cleaner(s). Check all seals, gaskets, and the filter element for
damage.

3. Apply lubricant to all points shown in the chart "Lubrication & Maintenance" within the
Operation & Maintenance Manual for your equipment.

4. Drain and replace the crankcase oil and change the oil filter(s). For the proper procedure, refer to
the Operation & Maintenance Manual for your equipment.

5. If equipped with an air starter, fill the reservoir with a mixture of 50 percent VCI oil and 50
percent engine oil.

6. Add VCI oil to the crankcase at the rate of three to four percent by volume.

NOTE: If the engine crankcase is full, drain enough engine oil so the mixture can be added.

7. Remove the air filter element(s). Turn the engine at cranking speed with the throttle control in
FUEL OFF position. Use a sprayer to add a mixture of 50 percent VCI oil and 50 percent engine oil
into the air inlet or turbocharger inlet.

NOTE: VCI oil mixture can also be added to the inlet by removing the plug for checking
turbocharger boost pressure. The minimum application rate is 5.5 mL per L (3 oz per 1000 cu in) of
engine displacement.

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NOTICE
The minimum application rate is critical to prevent loss of protective
vapors.

Install the air filter element(s) and completely enclose the element(s)
with dark, plastic bags. Seal them with tape. Replace the air filter
covers. Place tape over all openings to seal VCI vapors in the engine.

8. Use a sprayer to apply a 50 percent VCI oil and 50 percent engine oil mixture into the exhaust
openings. The minimum application rate is 5.5 mL per L (3 oz per 1000 cu in) of engine
displacement. Seal the exhaust pipe, including any drain holes in the muffler.

9. Remove the fuel from the secondary fuel filter housing or empty and reinstall the spin-on fuel
filter element to remove any dirt and water. Drain the fuel injection pump (sleeve metering only).

Clean the primary fuel filter. Fill with calibration fluid or kerosene. Install the primary fuel filter and
operate the priming pump. This will send clean oil to the secondary filter and engine.

Open the fuel tank drain valve and allow any water or dirt to drain from inside the fuel tank. Apply a
spray of 30 mL per 30 L (1 oz per 7.50 gal U.S.) of fuel tank capacity to prevent rust in the fuel tank.
Add 0.15 mL per L (.02 oz per 1 gal U.S.) of commercial biocide (such as Biobor JF or equivalent)
to the fuel.

Apply a small amount of oil to the threads on the fuel tank filler neck and install the cap. Seal all
openings to the tank to prevent evaporation of the fuel and preservative.

10. Remove the fuel nozzles or spark plugs and apply 30 mL (1 oz) of VCI oil mixture (50 percent
VCI oil and 50 percent engine oil) in each cylinder.

Use a bar or turning tool to turn the engine over slowly to put the oil on the cylinder walls. Install all
fuel nozzles or spark plugs and tighten to the correct torque.

11. Spray a thin amount of VCI oil mixture (50 percent VCI oil and 50 percent engine oil) on the
flywheel, ring gear teeth, and starter pinion. Install the covers to keep in the VCI vapors.

12. Apply a heavy amount of multipurpose grease (MPGM) to all outside parts that move, such as
rod threads, ball joints, linkage, etc.

NOTE: Install all covers and ensure that tape has been installed over all openings, air inlet, exhaust
openings, flywheel housing, crankcase breather(s), dipstick tubes, etc.

Ensure that all covers are air tight and weatherproof. Use a waterproof, weather resistant type tape
(such as Kendall No. 231 or equivalent). Do not use duct tape. Duct tape will only seal for a short
period of time.

13. Under most conditions it is best to remove the batteries and use them in another application. As
an alternative, place them in storage where they can be periodically checked and electrically charged
again when needed.

If the batteries are not removed, wash the tops of the batteries until clean. Apply an electrical charge
to the batteries to obtain a specific gravity of 1.225.

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Disconnect the battery terminals. Place a plastic cover over the batteries.

NOTE: For additional information, refer to Special Instruction "Battery Test Procedure",
SEHS7633.

14. Loosen all belts (fan, alternator, etc.).

15. Place a waterproof cover over the engine. Ensure the engine cover is secure, but loose enough to
allow air to circulate around the engine to prevent damage from condensation.

16. Attach a tag to the engine with a notation of the date that the unit was preserved.

17. Remove the waterproof cover every two or three months and check the engine for corrosion. If
the engine has signs of corrosion at the check period, repeat the protection procedure.

Fresh Water Systems

This information applies to all systems containing fresh water, such as engine blocks, separate circuit
aftercoolers, etc.

NOTE: Water is not the preferred substance to use in cooling systems of Caterpillar diesel engines.
Refer to Page 3 of this Special Instruction for additional information.

If the stored engine will never be subjected to below freezing temperatures, completely drain the
fresh water system by removing the drain plugs from the engine block, oil cooler, heat exchanger
body and radiator, if so equipped.

Clean the system. Refill the system with approved water and supplemental coolant additive. (For a
definition of "approved" water, refer to "Cooling Systems" in this document.)

If the stored engine will be subjected to below freezing temperatures, completely drain the fresh
water system by removing the drain plugs from the engine block, oil cooler, heat exchanger body
and radiator, if so equipped.

Clean the system. Refill the system with:

* Caterpillar Premixed ELC (with distilled water in 50/50concentration),


* Caterpillar Antifreeze premix (with distilled water in 50/50 concentration), or
* 50 percent Caterpillar Antifreeze concentrate and 50 percent approved water.

NOTE: Caterpillar Concentrate ELC is available only in the one gallon size. The Caterpillar
Concentrate ELC should ONLY be used to adjust the level of the cooling system.

Raw Water Systems

Completely drain the raw water system by removing all the drain plugs from the raw water pump,
water shield manifolds, heat exchanger bonnets, and aftercooler.

After the system has been drained, inspect all zinc plugs (normally painted red) for corrosion
damage.

NOTE: To ensure complete drainage and evaporation during storage, DO NOT install the drain
plugs and zinc plugs. Place all removed plugs in a cloth bag and fasten the bag to the engine for

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storage.

Removal From Storage


1. Remove all outside protective covers.

2. Change the oil and filters.

3. Check the condition of the fan and alternator belts. Replace the belts, if necessary. Tighten the
belts as specified in the Operation & Maintenance Manual.

4. Replace the fuel filter elements.

5. Remove the plastic covers from the air cleaner elements.

6. Use a bar (or turning tool) to turn the engine in the normal direction of rotation in order to ensure
there are no hydraulic locks or resistance.

7. Before starting the engine, remove the valve cover or covers. Put a large amount of engine oil on
the camshaft, cam followers, and valve mechanism to prevent damage to the mechanism.

8. To ensure immediate lubrication and prevent damage to the engine in the first few seconds after
starting, it is necessary to pressure lubricate the engine.

NOTE: Refer to the topic "Pressure Lubrication Procedure".

9. Check the condition of all rubber hoses. Replace, as necessary.

10. Before start-up, test the cooling system for a three to six percent concentration of coolant
conditioner. Add liquid coolant conditioner or a maintenance coolant conditioner element, if
equipped.

Test the coolant mixture for proper nitrite level. Adjust the coolant mixture, as necessary.

Prime the engine with clean diesel fuel before starting.

11. If equipped with a fresh water system, ensure the system is clean, full, and has the necessary
amount of supplemental cooling system conditioner.

If equipped with a raw water system, install all of the drain plugs and zinc plugs. Fill the system. It
may be necessary to prime the raw water system pumps before operation.

12. On the first day of operation, check the entire engine several times for leaks and correct
operation.

NOTE: Refer to the topic "Initial Operation After Engine Storage" within this document.

13. If the engine was removed from storage in which temperatures of less than -12°C (10°F) were
encountered, refer to Service Manual "Cold Weather Recommendations Operation and
Maintenance", SEBU5898.

Pressure Lubrication Procedure

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It is very important for the engine to have adequate (necessary) lubrication during the first few
seconds of operation. A "dry start" (without adequate and necessary lubrication) can cause bearing
damage.

To prevent the possibility of a "dry start" and, consequently, bearing damage during the first seconds
of operation, pressure lubrication of the engine (filling the main oil passages with oil under pressure)
is necessary.

An optional prelube pump is available for some engines. After the crankcase has been filled with the
correct quantity of oil, the prelube pump sends oil to all parts of the engine to provide lubrication
before starting.

The 1P-0540 Flow Checking Tool Group can be used as a prelube pump on smaller engines.
However, pressure lubrication of larger engines may be difficult because of the limited oil capacity
of the tool group. Other sources of clean oil under pressure, such as a service shop central oil supply,
can also be used for pressure lubrication.

NOTICE
DO NOT use the same 1P-0540 Flow Checking Tool Group for both
pressure lubrication application and checking fuel flow. It is not
possible to sufficiently clean the tool after it has been used for lube oil
application. A very small amount of dirt in the fuel system can cause
fuel nozzle failure.

1. If the 1P-0540 Flow Checking Tool Group is being used, thoroughly clean the tank.

2. Put the correct amount of engine oil in the crankcase. Put engine oil in the tank of the flow
checking tool group.

NOTE: Use a minimum of 30 percent of the engine oil capacity in the tank of the tool group. It may
be necessary to fill the tank several times.

3. Connect the tool to the main oil passage of the engine.

4. Add air pressure to the tank with the regulator set at 240 ± 35 kPa (35 ± 5 psi). Although the tank
has a hand pump, it will be difficult to get sufficient air pressure to perform a satisfactory job using
this hand pump. Therefore, it is always best to use shop air, if available.

NOTE: The shop air system should be equipped with a moisture separator.

Air pressure must not be greater than 345 kPa (50 psi) at any time.

Exceeding this pressure can cause the tank to rupture, resulting in


possible injury to the operator.

Fill the crankcase with the correct amount of oil. The amount of oil used in the pressure lubrication
procedure must be subtracted from the refill capacity given in the Operation & Maintenance Manual

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for your engine.

Initial Operation After Storage


The quality of oil control components used in Caterpillar engines is such that, following engine
storage, only an operational check at initial start is necessary before operation.

The purpose of this operational check is to ensure that the correct pressures and temperatures are
kept in the lubrication, cooling, and fuel systems, and any leaks are corrected.

To ensure a safe, uniform check at initial start, use the following procedure:

1. Turn the engine at cranking speed with the throttle in FUEL OFF position until engine oil pressure
is present.

2. Operate the engine for 10 minutes at low idle rated speed.

3. Operate the engine for 15 minutes at half rated load and 3/4 rated speed.

4. Operate the engine for 30 minutes at full rated load and full rated speed.

5. Check frequently for leaks such as oil, coolant, and fuel during the first few hours of operation.
Repair any leaks as soon as detected.

Machine
Before storage of any machine, perform all required maintenance as recommended in the section
"Maintenance Interval Schedule" of the Operation & Maintenance Manual for your equipment.

NOTICE
Never store any electric powered machine in an outside environment.
Moisture can cause deterioration of wire insulation capability and
contact integrity. Oxidation will cause electrical contacts and
connections to malfunction.

Batteries should not be stored outside in direct sunlight. Heat buildup


ages and discharges batteries.

If the equipment is to be stored for a short time period (90 days or less) and the ambient temperature
is above -18°C (0°F), use the storage procedure "Storage With Exercise - Up To 90 Days" in this
document.

If temperatures are below -18°C (0°F), and for storage (up to one year) use the storage procedure
"Storage - Up To One Year" in this document.

Prepare all electric powered machines for storage using this procedure and store the machine
indoors.

Storage - Up To One Year

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NOTE: Refer to the section "Storage - All Diesel and Natural Gas Engines" in this Special
Instruction for additional information.

These instructions provide procedures that will minimize the possibility of damage for storage of one
year or less.

NOTE: If long term storage for a period of time exceeding one year is necessary, contact your local
Caterpillar Dealer for the preferred procedure to use in your specific case.

1. Perform a complete operational check of the equipment; perform all necessary repairs. Inspect all
hydraulic systems before storage; perform all necessary repairs.

* Install and operate all implements.


* Set implements level on ground and check hydraulic oil level. Fill to the full mark, if
necessary.

DO NOT disconnect any hydraulic lines.

2. Clean the equipment to be stored thoroughly to remove all dirt, mud, grease, and oil on all external
surfaces.

3. Prepare all surfaces that are to be painted by removing any accumulation of rust. Apply a good
quality paint to all surfaces that require painting. A good quality paint, applied properly to prepared
surfaces, can protect exposed surfaces for up to two years.

DO NOT apply paint to the following surfaces:

* All chromed surfaces such as hydraulic cylinder rods.


* Parts not subject to corrosion such as plastic handles, shift guide, handle threads, and name
plates.
* Transmission parts such as control line mounting surfaces at lines, transmissions, and ratio
selector connections, mounting studs, surfaces on output flanges passing through seals, input
clutch and drive member, ratio selector linkage and electrical connections.
* Control valve stems on seal wiping surfaces.
* Surfaces on shafts passing through seals.
* Machined mounting surfaces.
* Visually inspect lift, tilt, steering, coupler, cylinder rods, push-pull cables, and center drive
shaft slip seal area to ensure they are free of paint.
* All other surfaces where paint would be detrimental to machine and/or implement operation
and maintenance.

4. Park the machine in the storage area. Place blocks under the machine and ensure the machine is
level. All buckets, implements, and truck beds that can collect and hold water should be placed and
blocked into a position that will allow for proper draining of water.

Remove the tires and rims on rubber tired machines that will be stored for an extended period of
time. Cover the tires and wheels with black plastic or store inside an enclosed building.

If the decision is made not to remove the rubber tires and wheels, the machine should be supported
to relieve the load on the tires.

Reduce tire pressure to the tire manufacturer's recommendations and cover with black plastic. The
cover is used to provide protection from the sun and elements.

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Inspect the tires. Water, entering through cuts and breaks in the rubber and eventually freezing, could
cause deterioration to the tires.

Track type machines should be parked and leveled on a surface such as planks or timbers to prevent
freezing to the ground.

Loosen the tension of the steel track. Refer to the Operation & Maintenance Manual for the
procedure for your equipment.

NOTE: Machines equipped with sealed track should be exercised every 45 to 60 days to prevent the
seizing of the track pins and bushings.

Machines equipped with rubber track should be parked and leveled on a surface such as planks or
timbers to keep from freezing to the ground. DO NOT loosen the track tension on rubber tracked
machines. Cover the track with black plastic.

5. Perform all scheduled maintenance as recommended in the section "Lubrication & Maintenance
Interval Schedule" of your Operation & Maintenance Manual for your equipment. Ensure that the
recommended lubricant is applied to all lubrication points.

All fluid levels in compartments are to be filled according to the instructions in the Operation &
Maintenance Manual for your equipment.

NOTE: VCI oil may be added to all lubrication systems, hydraulic tanks, and fuel tanks at a rate not
to exceed three percent of volume. Larger concentrations of VCI oil can damage copper, lead, or
zinc components.

NOTE: For additional instructions, refer to the manufacturer's recommendations.

6. Protect all areas subject to corrosion by applying a good quality preservative. Typical areas to be
protected are:
* Control Linkages - All unlubricated control linkages such as those involved with
brakes, steering, throttle, transmission, decelerator, and governor, both exposed and
hidden (under floor plates, seat, enclosed in a rubber boot, etc.).
* Brake (Dry Type) Linkages, Pins, Adjusting Wedges, Shoe Anchors, etc.
* Steering Clutches (Dry Type) except D3B and 931B.
* Flywheel Clutch (Dry Type).
* Pipelayer Winch Internal Clutch Engaging Mechanism.
* To all wet surfaces to prevent control linkages from seizing.
* To all exposed threads, exposed machine surfaces, bearings at end of draft frame arms
and apron arms.
* To all exposed portions of steering cylinder rods.
* Control valve stems on seal wiping surfaces.
* Surfaces on shafts passing through seals.
* Machined mounting surfaces.
* Hand control and selector valve linkage.
* Input shafts and couplings.

7. Apply MPGM Grease to all exposed areas that apply to your machine.

* Bearings on hitch assemblies.


* Wire ropes and cables.
* Seal end of steering cylinders.
* Control pins, joints, winches, pins, links, outside of the clutch on power control units,

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chains, sheaves, blocks, ball joints.


* Filler necks of hydraulic oil tank, power train oil tank, fuel tank, crankcase, and cap threads.

8. Protect all hydraulic cylinder rods as follows:


* Extend cylinder rods to maximum length.
* Apply a thin coat of Caterpillar 450 Rust Preventative Oil with a cloth applicator to all
exposed chrome plated surfaces.

NOTE: Refer to the section "Cooling System Cleaner" in this Special Instruction for
additional information.

* Retract cylinder rods to the normal position and secure.


* Secure all control valves in the NEUTRAL position.

9. Refer to the topic "Storage - Up To One Year" within the Engine section of this document to
prepare the engine for storage. This procedure covers systems such as the lubrication system, inlet
and exhaust system, cooling system, and fuel system.

10. Remove the batteries and tape all battery cable ends. Store batteries where they can be checked
periodically and recharged. Discharged batteries will be damaged if stored below freezing
temperatures

NOTICE
To prevent damage to the alternator, whenever the battery is
disconnected for storage, disconnect the plug-in lead at the alternator
and tape the connection.

11. Apply 1890 Protective Sealer, or equivalent, to all exposed electrical wires, cables, and
connectors.

12. Seal all openings treated with VCl oil with Grade C wrapper and pressure sensitive tape:
* All engine openings
* Exhaust pipe openings
* Air cleaner inlet
* Oil filler and gauges
* Openings in electrical system
* Transmission case openings
* Final drive case openings
* Clutch housing openings
* Battery terminals
* All Breathers
* Exposed portions of steering cylinder rods
* Gauges and instrument panels without protective covers

13. Drain all air tanks. Fog the inside of the tank with the VCl oil mixture. Seal all openings.

14. On machines without cabs, place black plastic, or equivalent waterproof covering, over the seat.
If equipped with vandal guards, secure the guards in position. Protect all exposed areas subject to
damage.

15. For machines equipped with cabs, remove the windshield wipers. Place the wipers into a plastic

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bag. Store them inside the cab.

Apply oil to the door hinges and grease to the door latch plunger. Apply graphite to all key locks.
Close all windows and secure the cab area.

16. Check the stored machine every 45 to 60 days for signs of damage or deterioration. If rust or
other deterioration starts to occur, repeat this procedure.

17. Tag the machine as being stored. List all work performed on the machine.

Removal Of Machine From Storage


1. Inspect the machine for any damage or deterioration. Perform all necessary repairs.

2. Remove all coverings and tape.

3. Inspect all rubber hoses, lines, and belts for deterioration. Replace, as necessary.

4. Refer to the Operation & Maintenance Manual for the proper procedure and pressures for your
equipment. Install all rims and tires and inflate to the proper operating pressure with nitrogen or air.

Adjust the track on all steel track type machines and check the track adjustment on all rubber track
type machines.

5. Refer to the topic "Removal From Storage and Pressure Lubrication Procedure" under the section
Engine Storage - Up To One Year in order to prepare the engine.

6. Install fully charged batteries or new batteries. Connect the alternator connector.

7. Check the oil level in all compartments. Drain or fill to the FULL mark on the gauge according to
the instructions in the Operation & Maintenance Manual.

NOTE: Refer to the section "Removal From Storage" in this Special Instruction for additional
information.

If there are indications of moisture in any compartment, drain the oil, change filters if equipped, and
fill the compartment with new oil.

8. Perform all maintenance as recommended in the topic "Lubrication and Maintenance Interval" for
your equipment.

9. On the first day the equipment is used, check the machine several times for leaks and incorrect
operation.

Storage With Exercise


Up To 90 Days

Equipment stored for short term (90 days or less) and exercised during this time period will require
less preparation than equipment stored for up to one year.

If the equipment is in storage at temperatures below -18°C (0°F), DO NOT exercise (operate) the

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equipment. Use the storage procedure for equipment stored up to one year.

For good results during short term storage, operation of all moving parts at regular intervals is
important. If ambient storage temperatures are between -18°C and +24°C (0°F and +75°F) operate
the equipment at regular intervals.

If machines are to be stored and exercised during winter months, ensure all compartments have the
correct oil viscosity as recommended in the Operation & Maintenance Manual.

1. Prepare the machine for storage. Use the procedures in this publication to protect the engine and
machine.

NOTE: For additional information, refer to the Service Manual "Cold Weather Recommendations
Operation and Maintenance Manual", SEBU5898.

2. Fill the fuel tank completely full or fill to a minimum of 10 percent. Add 0.5 L (1 pt) of VCl oil or
equivalent.

3. Park the machine. Place blocks under the machine. Ensure the machine is level and in a position
so that all driven components can be moved during exercise.

If the tires on rubber tired machines are to be removed and stored, level and block the machine so
that all driven components can be moved.

Exercising

It is important to exercise all moving parts of a machine during storage. Exercising renews protective
oil films, allows seals to receive the necessary lubricant to minimize seal dry out, and helps prevent
seals from taking a set.

NOTE: DO NOT exercise equipment in temperatures below -18°C (0°F).

Machines should be exercised once every 45 to 60 days. During periods of high humidity, it may be
necessary to exercise more frequently.

To exercise the machine perform the following:

* Remove the inlet and exhaust covers.


* Perform a walk-around inspection and pre-start checks as recommended in the Operation &
Maintenance Manual for your machine.
* If any higher than normal leakage is found, DO NOT start the engine until repairs are made.
* Ensure that all compartments are at the proper level for operation. Ensure there is no
accumulation of water (condensation) in any machine compartment.
* Disconnect the alternator field wire when the unit is operated without the batteries installed.
This will prevent damage to the alternator.
* Start the machine using the procedure in the Operation & Maintenance Manual.
* Ensure all instruments and controls properly operate.

NOTE: For 3600 Engines DO NOT start the engine if it is to remain in storage. Prelube the
engine and use the barring device to rotate the crankshaft several revolutions. Repeat this
procedure every six months. If stored longer than one year, reapply the VCl oil.

* Allow for a warm-up period. Then run the engine at operating temperature for at least 30

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minutes to drive off any accumulation of water vapor.


* During the 30 minute exercise period, operate all machine controls such as steering,
transmission, clutch, brake, etc. Stop the machine often with seals and bearings in different
positions. This procedure will prevent seal damage from being in a "set" position.
* Operate all power driven components for at least one minute.
* After completion of the exercise period, install all covers previously removed from all inlet
and exhaust openings.

Generator
Storage - Up To One Year

NOTE: If long term storage for a period of time exceeding one year is necessary, contact your local
Caterpillar Dealer for the preferred procedure to use in your specific case.

When a generator is in storage, moisture condenses in the windings. To minimize condensation,


always place the generator in a dry storage area. Seal all openings with tape.

If a brush-type generator (SRCR) is to be in storage, lift the brushes off the slip ring to prevent
damage to the slip ring by chemical action. Attach a tag to the generator stating that the brushes have
been lifted.

Perform a resistance check of the windings. Record this reading. The purpose of this check is to
provide a base line to determine if moisture or winding deterioration occurs during storage.

Removal From Storage

Remove all protective covers. Reseat the brushes on the slip ring for SRCR generators.

Before start-up of a generator, use a megohmmeter to check insulation resistance for moisture and/or
foreign material. Refer to the Service Manual for the procedure. A resistance reading of one megohm
or less is an indication that the winding has absorbed too much moisture.

To remove moisture caused by high humidity or dampness, use one of the following methods to dry
the generator:

1. Place the generator in an oven at a temperature of not more than 85°C (185°F) for four hours.

NOTICE
If an oven is used for drying, use a forced air rather than a radiant
oven because radiant ovens can cause localized overheating.

If there is a possibility that insulation resistance has lowered to a


dangerous level, contact your local Caterpillar Dealer.

2. Space heaters of the type used in marine applications can be installed on the generator. Refer to
the Parts Book. These heaters heat the windings to remove moisture and should be connected at all
times in high humidity conditions.

3. Use a canvas enclosure around the generator and heating lamps to increase the ambient

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temperature. Provide an opening in the top of the canvas to release the moisture.

4. Send a low voltage current through the windings to increase the temperature of the windings to
85°C (185°F).

Megger Checks

Test the main stator windings with a megohmmeter in the following situations:

1. Before initial startup of the generator set.


2. Every three months1 if the generator is operating in a humid environment.
3. If the generator has not been run under load for three months1 or more.

1
This is a guideline only. It may be necessary to megger test more frequently if the environment is
extremely humid, salty, or if the last megger test was close to one megohm.

Marine Gear
Storage - Up To One Year

NOTE: If long term storage for a period of time exceeding one year is necessary, contact your local
Caterpillar Dealer for the preferred procedure to use in your specific case.

1. Thoroughly clean the marine gear and cover with a quality paint.

2. If the marine gear is to be in storage for more than six months add VCI oil at a rate of two percent
of lube oil capacity. This will provide additional protection from moisture.

3. Operate the marine gear for a short period of time in order to circulate oil through the gear.

4. Cover and place tape over all openings.

5. Place a waterproof cover over the unit.

6. Place the marine gear in a clean, dry area during storage.

7. Put a heavy amount of multipurpose grease (MPGM) on all outside, moving parts (linkage, etc.).

Marine Gear Operation After Storage

1. Remove all protective covers, grease, etc.

2. Ensure that the oil level is correct and there is no concentrations of moisture (water) in the oil.

3. Replace or clean all oil filters or elements.

Copyright 1993 - 2008 Caterpillar Inc. Fri Nov 7 15:13:16 UTC+0100 2008
All Rights Reserved.
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