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C18
GENERATOR SET
Maintenance Intervals
2009 Caterpillar
All Rights Reserved
108 SEBU7898-12
Maintenance Section
Maintenance Interval Schedule
Overhaul
Generator Bearing - Inspect/Replace ................. 140
110 SEBU7898-12
Maintenance Section
Maintenance Interval Schedule
i02676048
NOTICE
Do not use a high concentration of caustic cleaner to
clean the core. A high concentration of caustic cleaner
Alternator - Inspect
can attack the internal metals of the core and cause SMCS Code: 1405-040
leakage. Only use the recommended concentration of
cleaner. Caterpillar recommends a scheduled inspection
of the alternator. Inspect the alternator for loose
3. Back flush the core with cleaner. connections and proper battery charging. Inspect the
ammeter (if equipped) during engine operation in
Caterpillar recommends the use of Hydrosolv order to ensure proper battery performance and/or
liquid cleaner. Table 18 lists Hydrosolv liquid proper performance of the electrical system. Make
cleaners that are available from your Caterpillar repairs, as required.
dealer.
Check the alternator and the battery charger for
Table 18 proper operation. If the batteries are properly
Hydrosolv Liquid Cleaners(1) charged, the ammeter reading should be very near
zero. All batteries should be kept charged. The
Part batteries should be kept warm because temperature
Description Size
Number affects the cranking power. If the battery is too cold,
1U-5490 Hydrosolv 4165 19 L (5 US gallon) the battery will not crank the engine. The battery will
not crank the engine, even if the engine is warm.
174-6854 Hydrosolv 100 19 L (5 US gallon) When the engine is not run for long periods of time
(1) Use a two to five percent concentration of the cleaner or if the engine is run for short periods, the batteries
at temperatures up to 93C (200F). Refer to Application may not fully charge. A battery with a low charge will
Guide, NEHS0526 or consult your Caterpillar dealer for more freeze more easily than a battery with a full charge.
information.
Table 19
Daily Engine Log
Date
Authorization
Engine Hours
Engine Speed
Percent Load
Ambient Temperature
Generator Voltage
Generator Amperage
Comments
4. The POSITIVE + cable connects the POSITIVE 2. Adjust the voltage of the charger in order to match
+ battery terminal to the starting motor. the voltage of the battery.
Disconnect the cable from the POSITIVE +
battery terminal. 3. Connect the POSITIVE + lead of the charger
to the POSITIVE + battery terminal. Connect
Note: Always recycle a battery. Never discard a the NEGATIVE - lead of the charger to the
battery. Return used batteries to an appropriate NEGATIVE - battery terminal.
recycling facility.
4. Turn ON the battery charger.
5. Remove the used battery.
Overcharging of Batteries
6. Install the new battery.
Overcharging reduces the service life of batteries.
Note: Before the cables are connected, ensure that Use a battery charger that will not overcharge the
the key start switch is OFF. battery. DO NOT charge the battery if the meter of
the battery charger is in the RED zone.
7. Connect the cable from the starting motor to the
POSITIVE + battery terminal. Overcharging is indicated by the following symptoms:
Turn OFF the charger. If the addition of water is necessary, use distilled
water. If distilled water is not available use clean
Table 20 describes the effects of overcharging on water that is low in minerals. Do not use artificially
different types of batteries. softened water.
Table 20 2. Check the condition of the electrolyte with the
Effects of Overcharging Batteries 245-5829 Coolant Battery Tester Refractometer.
Type of Battery Effect 3. Keep the batteries clean.
i02601752
The battery cables or the batteries should not be
Battery Electrolyte Level - removed with the battery cover in place. The bat-
Check tery cover should be removed before any servic-
ing is attempted.
SMCS Code: 1401-535
Removing the battery cables or the batteries with
When the engine is not run for long periods of time or the cover in place may cause a battery explosion
when the engine is run for short periods, the batteries resulting in personal injury.
may not fully recharge. Ensure a full charge in order
to help prevent the battery from freezing.
116 SEBU7898-12
Maintenance Section
Belts - Inspect/Adjust/Replace
1. Turn the start switch to the OFF position. Turn the i02139869
ignition switch (if equipped) to the OFF position
and remove the key and all electrical loads. Cooling System Coolant
2. Disconnect the negative battery terminal at the
(DEAC) - Change
battery that goes to the start switch. Ensure that SMCS Code: 1350-070; 1395-044
the cable cannot contact the terminal. When four
12 volt batteries are involved, the negative side of Clean the cooling system and flush the cooling
two batteries must be disconnected. system before the recommended maintenance
interval if the following conditions exist:
3. Tape the leads in order to help prevent accidental
starting. The engine overheats frequently.
4. Proceed with necessary system repairs. Reverse Foaming is observed.
the steps in order to reconnect all of the cables.
The oil has entered the cooling system and the
i02673191
coolant is contaminated.
Belts - Inspect/Adjust/Replace The fuel has entered the cooling system and the
coolant is contaminated.
SMCS Code: 1357-025; 1357-040; 1357-510
NOTICE
Inspection Use of commercially available cooling system clean-
ers may cause damage to cooling system compo-
To maximize the engine performance, inspect the nents. Use only cooling system cleaners that are ap-
belts for wear and for cracking. Check the belt proved for Caterpillar engines.
tension. Adjust the belt tension in order to minimize
belt slippage. Belt slippage will decrease the life of Note: Inspect the water pump and the water
the belts. temperature regulator after the cooling system has
been drained. This is a good opportunity to replace
To check the belt tension, apply 110 N (25 lb) of force the water pump, the water temperature regulator and
midway between the pulleys. A correctly adjusted the hoses, if necessary.
belt will deflect 13 to 19 mm (0.50 to 0.75 inch).
Drain
Adjustment
If the belts are too loose, the belts will vibrate. This
vibration is enough to cause unnecessary wear on
the belts and on the pulleys. Pressurized System: Hot coolant can cause seri-
ous burns. To open the cooling system filler cap,
If the belts are too tight, unnecessary stresses are stop the engine and wait until the cooling system
placed upon the pulley bearings and upon the belts. components are cool. Loosen the cooling system
These stresses will shorten the life of the belts and of pressure cap slowly in order to relieve the pres-
the pulley bearings. sure.
If new belts are installed, check the tension again 1. Stop the engine and allow the engine to cool.
after 30 minutes of engine operation at the rated rpm. Loosen the cooling system filler cap slowly in
order to relieve any pressure. Remove the cooling
Replacement system filler cap.
For applications that require multiple drive belts, 2. Open the cooling system drain valve (if equipped).
replace the belts in matched sets. Replacing only If the cooling system is not equipped with a drain
one belt of a matched set will cause the new belt to valve, remove one of the drain plugs.
carry more load because the older belt is stretched.
The additional load on the new belt could cause the Note: If equipped, be sure to drain the heater and
new belt to break. any related supply and return lines.
Refer to the Service Manual for more information on Allow the coolant to drain.
the procedures for the following topics: belt removal
and belt installation procedure.
SEBU7898-12 117
Maintenance Section
Cooling System Coolant (DEAC) - Change
NOTICE
Dispose of used engine coolant properly or recycle.
Various methods have been proposed to reclaim used
coolant for reuse in engine cooling systems. The full
distillation procedure is the only method acceptable by
Caterpillar to reclaim the used coolant.
SEBU7898-12 119
Maintenance Section
Cooling System Coolant Extender (ELC) - Add
For information regarding the disposal and the 2. Start and run the engine at low idle. Increase the
recycling of used coolant, consult your Caterpillar engine rpm to high idle. Run the engine at high
dealer or consult Caterpillar Dealer Service Tool idle for one minute in order to purge the air from
Group: the cavities of the engine block. Stop the engine.
Outside Illinois: 1-800-542-TOOL 3. Check the coolant level. Maintain the coolant level
Inside Illinois: 1-800-541-TOOL within 13 mm (0.5 inch) below the bottom of the
Canada: 1-800-523-TOOL pipe for filling. Maintain the coolant level within
13 mm (0.5 inch) to the proper level on the sight
Flush glass (if equipped).
4. Start and run the engine at low idle until the Cooling System Coolant
temperature reaches 49 to 66 C (120 to 150 F).
Extender (ELC) - Add
5. Stop the engine and allow the engine to cool.
SMCS Code: 1352-045; 1395-081
Loosen the cooling system filler cap slowly
in order to relieve any pressure. Remove the
Cat ELC (Extended Life Coolant) does not require
cooling system filler cap. Open the drain valve
the frequent additions of any supplemental cooling
(if equipped) or remove the cooling system
additives which are associated with the present
drain plugs. Allow the water to drain. Flush the
conventional coolants. The Cat ELC Extender only
cooling system with clean water. Close the drain
needs to be added once.
valve (if equipped). Clean the drain plugs. Install
the drain plugs. For the proper torque, refer to
the Specifications Manual, SENR3130, Torque NOTICE
Specifications. Use only Cat Extended Life Coolant (ELC) Extender
with Cat ELC.
Fill Do NOT use conventional supplemental coolant addi-
tive (SCA) with Cat ELC. Mixing Cat ELC with conven-
NOTICE tional coolants and/or conventional SCA reduces the
Fill the cooling system no faster than 19 L (5 US gal) Cat ELC service life.
per minute to avoid air locks.
Check the cooling system only when the engine is
1. Fill the cooling system with Extended Life Coolant stopped and cool.
(ELC). See Special Publication, SEBU6251,
Caterpillar Commercial Diesel Engine Fluids
Recommendations for more information on
cooling system specifications. Do not install the
cooling system filler cap.
120 SEBU7898-12
Maintenance Section
Cooling System Coolant Level - Check
i01197583
NOTICE g00285520
Care must be taken to ensure that fluids are contained Illustration 64
during performance of inspection, maintenance, test- Cooling system filler cap
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open-
ing any compartment or disassembling any compo-
nent containing fluids.
Pressurized System: Hot coolant can cause seri-
ous burns. To open the cooling system filler cap,
Refer to Special Publication, NENG2500, Caterpillar
stop the engine and wait until the cooling system
Dealer Service Tool Catalog for tools and supplies
components are cool. Loosen the cooling system
suitable to collect and contain fluids on Caterpillar
pressure cap slowly in order to relieve the pres-
products.
sure.
Dispose of all fluids according to local regulations and
mandates. 1. Remove the cooling system filler cap slowly in
order to relieve pressure.
1. Loosen the cooling system filler cap slowly in
order to relieve pressure. Remove the cooling 2. Maintain the coolant level within 13 mm (0.5 inch)
system filler cap. of the bottom of the filler pipe. If the engine is
equipped with a sight glass, maintain the coolant
2. It may be necessary to drain enough coolant from level to the proper level in the sight glass.
the cooling system in order to add the Cat ELC
Extender.
g00103639
Illustration 65
Typical filler cap gaskets
SEBU7898-12 121
Maintenance Section
Cooling System Coolant Sample (Level 1) - Obtain
3. Clean the cooling system filler cap and check the Obtain the sample of the coolant as close as possible
condition of the filler cap gaskets. Replace the to the recommended sampling interval. In order
cooling system filler cap if the filler cap gaskets are to receive the full effect of SOS analysis, you
damaged. Reinstall the cooling system filler cap. must establish a consistent trend of data. In order
to establish a pertinent history of data, perform
4. Inspect the cooling system for leaks. consistent samplings that are evenly spaced.
Supplies for collecting samples can be obtained from
your Caterpillar dealer.
i02837191
Cooling System Coolant Use the following guidelines for proper sampling of
the coolant:
Sample (Level 1) - Obtain
Complete the information on the label for the
SMCS Code: 1350-008; 1395-008; 1395-554; 7542 sampling bottle before you begin to take the
samples.
Note: Obtaining a Coolant Sample (Level 1) is
optional if the cooling system is filled with Cat Keep the unused sampling bottles stored in plastic
ELC (Extended Life Coolant). Cooling systems that bags.
are filled with Cat ELC should have a Coolant Sample
(Level 2) that is obtained at the recommended interval Obtain coolant samples directly from the coolant
that is stated in the Maintenance Interval Schedule. sample port. You should not obtain the samples
from any other location.
Note: Obtain a Coolant Sample (Level 1) if the
cooling system is filled with any other coolant Keep the lids on empty sampling bottles until you
instead of Cat ELC. This includes the following are ready to collect the sample.
types of coolants:
Place the sample in the mailing tube immediately
Commercial long life coolants that meet the after obtaining the sample in order to avoid
Caterpillar Engine Coolant Specification -1 contamination.
(Caterpillar EC-1)
Never collect samples from expansion bottles.
Cat DEAC (Diesel Engine Antifreeze/Coolant)
Never collect samples from the drain for a system.
Commercial heavy-duty coolant/antifreeze
Submit the sample for Level 1 analysis.
Table 21
Recommended Interval For additional information about coolant analysis,
see this Operation and Maintenance Manual, Refill
Type of Coolant Level 1 Level 2 Capacities and Recommendations or consult your
Every 250 Caterpillar dealer.
Cat DEAC Yearly(1)(2)
Hours(1)
Cat ELC Optional(2) Yearly(2) i01987714
(1) This is the recommended interval for coolant samples for all
conventional heavy-duty coolant/antifreeze. This is also the
Cooling System Coolant
recommended interval for coolant samples of commercial
coolants that meet the Cat EC-1 specification for engine
Sample (Level 2) - Obtain
coolant.
(2) The Level 2 Coolant Analysis should be performed sooner if a SMCS Code: 1350-008; 1395-008; 1395-554; 7542
problem is suspected or identified.
NOTICE
NOTICE Always use a designated pump for oil sampling, and
Always use a designated pump for oil sampling, and use a separate designated pump for coolant sampling.
use a separate designated pump for coolant sampling. Using the same pump for both types of samples may
Using the same pump for both types of samples may contaminate the samples that are being drawn. This
contaminate the samples that are being drawn. This contaminate may cause a false analysis and an incor-
contaminate may cause a false analysis and an incor- rect interpretation that could lead to concerns by both
rect interpretation that could lead to concerns by both dealers and customers.
dealers and customers.
Refer to Operation and Maintenance Manual,
Note: Level 1 results may indicate a need for Cooling System Coolant Sample (Level 1) - Obtain
Level 2 Analysis. for the guidelines for proper sampling of the coolant.
122 SEBU7898-12
Maintenance Section
Cooling System Supplemental Coolant Additive (SCA) - Test/Add
Submit the sample for Level 2 analysis. Cooling Systems that Use
For additional information about coolant
Conventional Coolant
analysis, see Special Publication, SEBU6251,
This maintenance procedure is required for
Caterpillar Commercial Diesel Engines Fluids
conventional coolants such as DEAC.This
Recommendations or consult your Caterpillar dealer.
maintenance is NOT required for cooling systems
that are filled with Extended Life Coolant.
i02839449
Test the Concentration of the SCA
Cooling System Supplemental
Coolant Additive (SCA) - NOTICE
Test/Add Do not exceed the recommended six percent supple-
mental coolant additive concentration.
SMCS Code: 1352-045; 1395-081
Test the concentration of the SCA with the 8T-5296
Coolant Conditioner Test Kit.
Cooling system coolant additive contains alkali. Add the SCA, If Necessary
To help prevent personal injury, avoid contact with
the skin and eyes. Do not drink cooling system
coolant additive.
Pressurized System: Hot coolant can cause seri-
ous burns. To open the cooling system filler cap,
NOTICE
stop the engine and wait until the cooling system
Excessive supplemental coolant additive concentra-
components are cool. Loosen the cooling system
tion can form deposits on the higher temperature sur-
pressure cap slowly in order to relieve the pres-
faces of the cooling system, reducing the engine's
sure.
heat transfer characteristics. Reduced heat transfer
could cause cracking of the cylinder head and other
high temperature components. 1. Remove the cooling system filler cap slowly.
Excessive supplemental coolant additive concentra- 2. If necessary, drain some coolant in order to allow
tion could also result in blockage of the heat exchang- space for the addition of the SCA.
er, overheating, and/or accelerated wear of the water
pump seal. 3. Add the proper amount of SCA. For the
proper amount of SCA, refer to this Operation
Do not exceed the recommended amount of supple- and Maintenance Manual, Refill Capacities
mental coolant additive concentration. and Recommendations topic. The proper
concentration of SCA depends on the type of
coolant that is used. For the proper concentration
NOTICE of SCA, refer to Special Publication, SEBU6251,
Care must be taken to ensure that fluids are contained Caterpillar Commercial Diesel Engine Fluids
during performance of inspection, maintenance, test- Recommendations.
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open- 4. Clean the cooling system filler cap. Install the
ing any compartment or disassembling any compo- cooling system filler cap.
nent containing fluids.
3. Add the proper amount of SCA. For the proper If the water temperature regulator is installed incor-
amount of SCA, refer to this Operation and rectly, the engine may overheat, causing cylinder head
Maintenance Manual, Refill Capacities and damage. Ensure that the new water temperature reg-
Recommendations topic. For the proper ulator is installed in the original position. Ensure that
concentration of SCA, refer to Special Publication, the water temperature regulator vent hole is open.
SEBU6251, Caterpillar Commercial Diesel
Engine Fluids Recommendations. Do not use liquid gasket material on the gasket or
cylinder head surface.
4. Clean the cooling system filler cap. Install the
cooling system filler cap.
Refer to two articles in the Disassembly and
Assembly Manual, Water Temperature Regulators
- Remove and Water Temperature Regulators -
Install for the replacement procedure of the water
temperature regulator, or consult your Caterpillar
dealer.
124 SEBU7898-12
Maintenance Section
Crankshaft Vibration Damper - Inspect
Note: If only the water temperature regulators are Inspect the damper for evidence of fluid leaks. If
replaced, drain the coolant from the cooling system to a fluid leak is found, determine the type of fluid.
a level that is below the water temperature regulator The fluid in the damper is silicone. Silicone has
housing. the following characteristics: transparent, viscous,
smooth, and difficult to remove from surfaces.
i00894991
If the fluid leak is oil, inspect the crankshaft seals for
Crankshaft Vibration Damper leaks. If a leak is observed, replace the crankshaft
seals.
- Inspect
Inspect the damper and repair or replace the damper
SMCS Code: 1205-040 for any of the following reasons:
Damage to the crankshaft vibration damper or failure The damper is dented, cracked, or leaking.
of the crankshaft vibration damper can increase
torsional vibrations. This can result in damage to The paint on the damper is discolored from heat.
the crankshaft and to other engine components. A
deteriorating damper can cause excessive gear train The engine has had a failure because of a broken
noise at variable points in the speed range. crankshaft.
The damper is mounted to the crankshaft which is Analysis of the oil has revealed that the front main
located behind the belt guard on the front of the bearing is badly worn.
engine.
There is a large amount of gear train wear that is
Rubber Damper not caused by a lack of oil.
Your engine may be equipped with a rubber damper. Refer to the Service Manual or consult your
The rubber damper uses a ring which is mounted in Caterpillar dealer for information about damper
rubber in order to reduce vibrations in the crankshaft. replacement.
capacitors NOTICE
Never run the engine without an air cleaner element
lightning arrestors installed. Never run the engine with a damaged air
cleaner element. Do not use air cleaner elements with
Check all lead wires and electrical connections for
damaged pleats, gaskets or seals. Dirt entering the
proper clearance.
engine causes premature wear and damage to engine
components. Air cleaner elements help to prevent air-
i01866598 borne debris from entering the air inlet.
Engine - Clean
NOTICE
SMCS Code: 1000-070 Never service the air cleaner element with the engine
running since this will allow dirt to enter the engine.
Personal injury or death can result from high volt- Servicing the Air Cleaner Elements
age.
If the air cleaner element becomes plugged, the air
Moisture could create paths of electrical conduc- can split the material of the air cleaner element.
tivity. Unfiltered air will drastically accelerate internal engine
wear. Your Caterpillar dealer has the proper air
Make sure the unit is off line (disconnected from cleaner elements for your application. Consult your
utility and/or other generators), locked out and Caterpillar dealer for the correct air cleaner element.
tagged "Do Not Operate".
Check the precleaner (if equipped) daily for
accumulation of dirt and debris. Remove any dirt
and debris, as needed.
126 SEBU7898-12
Maintenance Section
Engine Air Cleaner Element (Dual Element) - Clean/Replace
Operating conditions (dust, dirt and debris) may 2. The secondary air cleaner element should be
require more frequent service of the air cleaner removed and discarded for every three cleanings
element. of the primary air cleaner element.
The air cleaner element may be cleaned up to Note: Refer to Cleaning the Primary Air Cleaner
six times if the element is properly cleaned and Elements.
inspected.
3. Cover the turbocharger air inlet with tape in order
The air cleaner element should be replaced at least to keep dirt out.
one time per year. This replacement should be
performed regardless of the number of cleanings. 4. Clean the inside of the air cleaner cover and body
with a clean, dry cloth.
Replace the dirty paper air cleaner elements with
clean air cleaner elements. Before installation, the 5. Remove the tape for the turbocharger air inlet.
air cleaner elements should be thoroughly checked Install the secondary air cleaner element. Install a
for tears and/or holes in the filter material. Inspect primary air cleaner element that is new or cleaned.
the gasket or the seal of the air cleaner element for
damage. Maintain a supply of suitable air cleaner 6. Install the air cleaner cover.
elements for replacement purposes.
7. Reset the air cleaner service indicator.
Dual Element Air Cleaners
Cleaning the Primary Air Cleaner
The dual element air cleaner contains a primary
air cleaner element and a secondary air cleaner Elements
element. The primary air cleaner element can be
used up to six times if the element is properly cleaned NOTICE
and inspected. The primary air cleaner element Caterpillar recommends certified air filter cleaning ser-
should be replaced at least one time per year. This vices that are available at Caterpillar dealers. The
replacement should be performed regardless of the Caterpillar cleaning process uses proven procedures
number of cleanings. to assure consistent quality and sufficient filter life.
The secondary air cleaner element is not serviceable Observe the following guidelines if you attempt to
or washable. The secondary air cleaner element clean the filter element:
should be removed and discarded for every three
cleanings of the primary air cleaner element. When Do not tap or strike the filter element in order to re-
the engine is operating in environments that are move dust.
dusty or dirty, air cleaner elements may require more
frequent replacement. Do not wash the filter element.
1. Remove the cover. Remove the primary air Use clean primary air cleaner elements while dirty
cleaner element. elements are being cleaned.
SEBU7898-12 127
Maintenance Section
Engine Air Cleaner Element (Dual Element) - Clean/Replace
Vacuum Cleaning
NOTICE
Do not clean the air cleaner elements by bumping or Vacuum cleaning is a good method for cleaning
tapping. This could damage the seals. Do not use el- primary air cleaner elements which require daily
ements with damaged pleats, gaskets or seals. Dam- cleaning because of a dry, dusty environment.
aged elements will allow dirt to pass through. Engine Cleaning with pressurized air is recommended prior
damage could result. to vacuum cleaning. Vacuum cleaning will not remove
deposits of carbon and oil.
Visually inspect the primary air cleaner elements Note: Refer to Inspecting the Primary Air Cleaner
before cleaning. Inspect the air cleaner elements for Elements.
damage to the seal, the gaskets, and the outer cover.
Discard any damaged air cleaner elements.
Inspecting the Primary Air Cleaner
There are two common methods that are used to Elements
clean primary air cleaner elements:
Pressurized air
Vacuum cleaning
Pressurized Air
Pressurized air can be used to clean primary air
cleaner elements that have not been cleaned more
than two times. Pressurized air will not remove
deposits of carbon and oil. Use filtered, dry air with a
maximum pressure of 207 kPa (30 psi).
g00281693
Illustration 69
g00281692
Do not use a primary air cleaner element that has
Illustration 68 any tears and/or holes in the filter material. Do not
use a primary air cleaner element with damaged
Note: When the primary air cleaner elements are pleats, gaskets or seals. Discard damaged primary
cleaned, always begin with the clean side (inside) air cleaner elements.
in order to force dirt particles toward the dirty side
(outside).
Storing Primary Air Cleaner Elements
Aim the hose so that the air flows inside the element
along the length of the filter in order to help prevent If a primary air cleaner element that passes inspection
damage to the paper pleats. Do not aim the stream will not be used, the primary air cleaner element can
of air directly at the primary air cleaner element. Dirt be stored for future use.
could be forced further into the pleats.
g00281694 g00103777
Illustration 70 Illustration 71
Typical service indicator
Do not use paint, a waterproof cover, or plastic as a
protective covering for storage. An airflow restriction Observe the service indicator. The air cleaner
may result. To protect against dirt and damage, wrap element should be cleaned or the air cleaner element
the primary air cleaner elements in Volatile Corrosion should be replaced when one of the following
Inhibited (VCI) paper. conditions occur:
Place the primary air cleaner element into a box The yellow diaphragm enters the red zone.
for storage. For identification, mark the outside of
the box and mark the primary air cleaner element. The red piston locks in the visible position.
Include the following information:
(If Equipped) If the service indicator does not reset easily, or if the
yellow core does not latch at the greatest vacuum,
SMCS Code: 7452-040 the service indicator should be replaced. If the new
service indicator will not reset, the hole for the service
Some engines may be equipped with a different indicator may be plugged.
service indicator.
The service indicator may need to be replaced
Some engines are equipped with a differential gauge frequently in environments that are severely dusty, if
for inlet air pressure. The differential gauge for inlet necessary. Replace the service indicator annually
air pressure displays the difference in the pressure regardless of the operating conditions. Replace the
that is measured before the air cleaner element and service indicator when the engine is overhauled, and
the pressure that is measured after the air cleaner whenever major engine components are replaced.
element. As the air cleaner element becomes dirty,
the pressure differential rises. If your engine is Note: When a new service indicator is installed,
equipped with a different type of service indicator, excessive force may crack the top of the service
follow the OEM recommendations in order to service indicator. Tighten the service indicator to a torque
the air cleaner service indicator. of 2 Nm (18 lb in).
i02263740 i02139969
i00623423
i03542996
NOTICE
Engine Oil Sample - Obtain Always use a designated pump for oil sampling, and
use a separate designated pump for coolant sampling.
SMCS Code: 1000-008; 1348-554-SM;
Using the same pump for both types of samples may
7542-554-OC, SM
contaminate the samples that are being drawn. This
contaminate may cause a false analysis and an incor-
In addition to a good preventive maintenance
rect interpretation that could lead to concerns by both
program, Caterpillar recommends using SOS oil
dealers and customers.
analysis at regularly scheduled intervals in order
to monitor the condition of the engine and the
maintenance requirements of the engine. SOS oil If the engine is not equipped with a sampling valve,
analysis provides infrared analysis, which is required use the 1U-5718 Vacuum Pump. The pump is
for determining nitration and oxidation levels. designed to accept sampling bottles. Disposable
tubing must be attached to the pump for insertion
into the sump.
Obtain the Sample and the Analysis
For instructions, see Special Publication, PEgj0047,
How To Take A Good SOS Oil Sample. Consult
your Caterpillar dealer for complete information and
Hot oil and hot components can cause personal assistance in establishing an SOS program for your
injury. Do not allow hot oil or hot components to engine.
contact the skin.
i02107152
Before you take the oil sample, complete the Label,
PEEP5031 for identification of the sample. In order Engine Oil and Filter - Change
to help obtain the most accurate analysis, provide
the following information: SMCS Code: 1318-510; 1348-044
Engine model
Service hours on the engine Hot oil and hot components can cause personal
injury. Do not allow hot oil or hot components to
The number of hours that have accumulated since contact the skin.
the last oil change
The amount of oil that has been added since the Do not drain the oil when the engine is cold. As the oil
last oil change cools, suspended waste particles settle on the bottom
of the oil pan. The waste particles are not removed
To ensure that the sample is representative of the with the draining cold oil. Drain the crankcase with
oil in the crankcase, obtain a warm, well mixed oil the engine stopped. Drain the crankcase with the
sample. oil warm. This draining method allows the waste
particles that are suspended in the oil to be drained
To avoid contamination of the oil samples, the tools properly.
and the supplies that are used for obtaining oil
samples must be clean. Failure to follow this recommended procedure will
cause the waste particles to be recirculated through
Caterpillar recommends using the sampling valve the engine lubrication system with the new oil.
in order to obtain oil samples. The quality and the
consistency of the samples are better when the Drain the Engine Oil
sampling valve is used. The location of the sampling
valve allows oil that is flowing under pressure to be After the engine has been run at the normal operating
obtained during normal engine operation. temperature, stop the engine. Use one of the
following methods to drain the engine crankcase oil:
The 169-8373 Fluid Sampling Bottle is
recommended for use with the sampling valve. The If the engine is equipped with a drain valve, turn the
fluid sampling bottle includes the parts that are drain valve knob counterclockwise in order to drain
needed for obtaining oil samples. Instructions are the oil. After the oil has drained, turn the drain valve
also provided. knob clockwise in order to close the drain valve.
SEBU7898-12 131
Maintenance Section
Engine Oil and Filter - Change
After the oil has drained, the oil drain plugs should
be cleaned and installed.
2. Cut the oil filter open with a 175-7546 Oil Filter NOTICE
Cutter Gp. Break apart the pleats and inspect the Do not fill the oil filters with oil before installing them.
oil filter for metal debris. An excessive amount This oil would not be filtered and could be contaminat-
of metal debris in the oil filter may indicate early ed. Contaminated oil can cause accelerated wear to
wear or a pending failure. engine components.
Use a magnet to differentiate between the ferrous 5. Install the oil filter. Tighten the oil filter until the
metals and the nonferrous metals that are found in oil filter gasket contacts the base. Tighten the oil
the oil filter element. Ferrous metals may indicate filter by hand according to the instructions that are
wear on the steel and cast iron parts of the engine. shown on the oil filter. Do not overtighten the oil
filter.
Nonferrous metals may indicate wear on the
aluminum parts, brass parts or bronze parts of
the engine. Parts that may be affected include Fill the Engine Crankcase
the following items: main bearings, rod bearings,
turbocharger bearings, and cylinder heads. 1. Remove the oil filler cap. Refer to the Operation
and Maintenance Manual, Refill Capacities and
Due to normal wear and friction, it is not Recommendations for more information.
uncommon to find small amounts of debris in the
oil filter. Consult your Caterpillar dealer in order NOTICE
to arrange for a further analysis if an excessive If equipped with an auxiliary oil filter system or a re-
amount of debris is found in the oil filter. mote oil filter system, follow the OEM or filter manu-
facturer's recommendations. Under filling or overfilling
the crankcase with oil can cause engine damage.
NOTICE
To prevent crankshaft bearing damage, crank the en-
gine with the fuel OFF. This will fill the oil filters before
starting the engine. Do not crank the engine for more
than 30 seconds.
3. Stop the engine and allow the oil to drain back to Visual Inspection
the sump for a minimum of ten minutes.
Visually check the condition of all gauges, sensors
4. Remove the oil level gauge in order to check the and wiring. Look for wiring and components that
oil level. Maintain the oil level between the ADD are loose, broken, or damaged. Damaged wiring
and FULL marks on the oil level gauge. or components should be repaired or replaced
immediately.
i01042067
i00626013
A calibration check of the engine protective devices 2. Clean the metal shavings and other debris from
will ensure that the alarms and shutoffs activate the face of the speed/timing sensors. Use the
at the setpoints. Ensure that the engine protective procedure in the Service Manual in order to
devices are functioning properly. calibrate the speed/timing sensors.
This maintenance is recommended by Caterpillar 1. Start the engine according to Operation and
as part of a lubrication and preventive maintenance Maintenance Manual, Engine Starting (Operation
schedule in order to help provide maximum engine Section) for the procedure.
life.
2. Operate the engine at low idle.
Adjustment of the Electronic Unit 3. Observe the top surface of each valve rotator. The
Injector valve rotators should turn slightly when the valves
close.
Adjust the electronic unit injector (preload) at the
same interval as the valve lash adjustment. The NOTICE
operation of Caterpillar engines with improper valve A valve rotator which does not operate properly will
adjustments and with improper adjustments of the accelerate valve face wear and valve seat wear and
electronic unit injector can reduce engine efficiency. shorten valve life. If a damaged rotator is not replaced,
This reduced efficiency could result in excessive fuel valve face guttering could result and cause pieces of
usage and/or shortened engine component life. the valve to fall into the cylinder. This can cause piston
and cylinder head damage.
NOTICE
Only qualified service personnel should perform this
If a valve fails to rotate, consult your Caterpillar
maintenance. Refer to the Service Manual or your
dealer.
Caterpillar dealer for the complete valve lash adjust-
ment procedure.
i00805059
Operation of Caterpillar engines with improper valve
adjustments can reduce engine efficiency. This re- Ether Starting Aid Cylinder -
duced efficiency could result in excessive fuel usage
and/or shortened engine component life.
Replace
(If Equipped)
SMCS Code: 1456-510-CD
i01597115
NOTICE
Illustration 77
g00746166 Do not crank the engine continuously for more than
Typical location of the grease fitting (if equipped) that is for the fan
30 seconds. Allow the starting motor to cool for two
drive bearing minutes before cranking the engine again.
The pulley is shown with the belt guards that have been removed.
4. If the engine will not start, allow the starting motor
Lubricate the grease fitting that is on the fan drive to cool for 2 minutes. Repeat Steps 2 and 3 in
bearing with High Speed Ball Bearing Grease or the order to start the engine. Further priming may be
equivalent. necessary to help purge the fuel lines of air, if:
Inspect the fan drive pulley assembly for wear or for The engine starts, but runs rough.
damage. If the shaft is loose, an inspection of the
internal components should be performed. Refer to The engine started, but continues to misfire or
the Systems Operation Testing and Adjusting Manual smoke.
for additional information.
5. Run the engine at low idle until the engine runs
i00838960
smoothly.
9. Install the new fuel filter (2). Spin the fuel filter
onto the fuel filter base until the gasket contacts
the base. Use the rotation index marks on the
Fuel leaked or spilled onto hot surfaces or elec-
filters as a guide for proper tightening. Tighten the
trical components can cause a fire. To help pre-
filter for an additional 3/4 turn by hand. Do not
vent possible injury, turn the start switch off when
overtighten the filter.
changing fuel filters or water separator elements.
Clean up fuel spills immediately.
NOTICE
Do not fill the fuel filters with fuel before installing them.
The fuel would not be filtered and could be contami-
nated. Contaminated fuel will cause accelerated wear
to fuel system parts.
10. Install the clean fuel filter bowl (1) on the new fuel
filter.
NOTICE
The water separator is under suction during normal
engine operation. Ensure that the vent plug is tight-
ened securely to help prevent air from entering the fu-
el system.
g00668636
Illustration 78
(1) Bowl 11. Open the fuel tank supply valve.
(2) Element
(3) Drain 12. Start the engine and check for leaks. Run the
engine for one minute. Stop the engine and check
1. Stop the engine. the engine for leaks again.
2. Turn the start switch to the OFF position. Detection of leaks is very difficult especially if
the engine is running. The primary filter/water
3. Shut off the fuel tank supply valve to the engine. separator is under suction. A leak will allow air to
enter the fuel. The air in the fuel can cause low
4. If the primary fuel filter is equipped with a drain power due to aeration of the fuel. If air enters the
valve (3), open the drain valve in order to drain any fuel, check the components for overtightening or
fuel from the filter case. Close the drain valve (3). undertightening.
NOTICE
Use a suitable container to catch any fuel that might
spill. Clean up any spilled fuel immediately.
5. Remove the fuel filter bowl (1) and wash the fuel
filter bowl with clean diesel fuel.
i01254694
g00410343
Illustration 80
(1) Fuel priming pump
(2) Fuel filter
(3) Fuel block
(4) Fuel filter air purge plug
Illustration 79
g00668636 NOTICE
Do not allow dirt to enter the fuel system. Thoroughly
(1) Bowl
(2) Element
clean the area around a fuel system component that
(3) Drain will be disconnected. Fit a suitable cover over any dis-
connected fuel system components.
Bowl (1) should be monitored daily for signs of water.
If water is present, drain the water from the bowl.
NOTICE
1. Open drain (3). The drain is a self-ventilated drain. Use a suitable container to catch any fuel that might
Catch the draining water in a suitable container. spill. Clean up any spilled fuel immediately.
Dispose of the water properly.
1. It may be necessary to relieve residual fuel
2. Close drain (3). pressure from the fuel system before removing
the fuel filter.
NOTICE
The water separator is under suction during normal Loosen the fuel filter air purge plug (4) in order to
engine operation. Ensure that the drain valve is tight- purge any residual pressure.
ened securely to help prevent air from entering the fuel
system. NOTICE
Do not loosen fuel lines or fittings at the fuel manifold
or ECM. The engine components may be damaged.
i01250684
NOTICE
Fuel leaked or spilled onto hot surfaces or elec- In order to maximize fuel system life and prevent
trical components can cause a fire. To help pre- premature wear out from abrasive particles in the
vent possible injury, turn the start switch off when fuel, a two micron absolute high efficiency fuel filter
changing fuel filters or water separator elements. is required for all Caterpillar Electronic Unit Injectors.
Clean up fuel spills immediately. Caterpillar High Efficiency Fuel Filters meet these
requirements. Consult your Caterpillar dealer for the
proper part numbers.
SEBU7898-12 137
Maintenance Section
Fuel Tank Water and Sediment - Drain
Fuel Tank Water and Sediment Some fuel tanks use supply pipes that allow water
and sediment to settle below the end of the fuel
- Drain supply pipe. Some fuel tanks use supply lines that
take fuel directly from the bottom of the tank. If
SMCS Code: 1273-543-M&S the engine is equipped with this system, regular
maintenance of the fuel system filter is important.
NOTICE
Care must be taken to ensure that fluids are contained
during performance of inspection, maintenance, test-
Fuel Storage Tanks
ing, adjusting and repair of the product. Be prepared to
Drain the water and the sediment from the fuel
collect the fluid with suitable containers before open-
storage tank during the following conditions:
ing any compartment or disassembling any compo-
nent containing fluids.
Weekly
Refer to Special Publication, NENG2500, Caterpillar
Dealer Service Tool Catalog or refer to Special Pub- Oil change
lication, PECJ0003, Caterpillar Shop Supplies and
Tools Catalog for tools and supplies suitable to col- Refill of the tank
lect and contain fluids on Caterpillar products.
This will help prevent water or sediment from being
pumped from the storage tank into the engine fuel
Dispose of all fluids according to local regulations and
tank. A four micron(c) absolute filter for the breather
mandates.
vent on the fuel tank is also recommended. Refer
to Special Publication, SENR9620, Improving Fuel
Fuel Tank System Durablity.
Fuel quality is critical to the performance and to the If a bulk storage tank has been refilled or moved
service life of the engine. Water in the fuel can cause recently, allow adequate time for the sediment to
excessive wear to the fuel system. Condensation settle before filling the engine fuel tank. Internal
occurs during the heating and cooling of fuel. The baffles in the bulk storage tank will also help trap
condensation occurs as the fuel passes through the sediment. Filtering fuel that is pumped from the
fuel system and the fuel returns to the fuel tank. This storage tank helps to ensure the quality of the fuel.
causes water to accumulate in fuel tanks. Draining When possible, water separators should be used.
the fuel tank regularly and obtaining fuel from reliable
sources can help to eliminate water in the fuel.
Oven Method
Personal injury or death can result from improper
troubleshooting and repair procedures. Disconnect the AVR. Place the entire generator
inside a forced air drying oven for 24 hours at 110 C
The following troubleshooting and repair proce- (230 F).
dures should only be performed by qualified per-
sonnel familiar with this equipment.
NOTICE
Use a forced air type oven rather than a radiant type
Note: The use of space heaters and occasional oven.
cranking of the engine will help to avoid drying
the generator. Space heaters should be used Radiant type ovens can cause localized overheating.
continuously while the machine is stopped in order
for the space heaters to be effective.
Controlled Current Method
Refer to Safety Section, Generator Isolating for
Maintenance for information regarding the procedure Table 22
to safely isolate the generator.
Tools Needed
If the insulation resistance values are less than 1 Part Description Qty
megohm for the stator or the insulation resistance Number
values are less than 100,000 ohms for the other 8T-0900 Clamp on ammeter (0 - 1
windings, one of the following drying procedures 1200 amperes)
must be selected. This decision should be based on
the following factors: External 24 Volt DC Power 1
Source
the size of the unit Rheostat 1
6. Operate the generator at the rated speed. Adjust If harmful dirt accumulations are present, a variety
the current in the exciter field with the rheostat. of cleaning techniques are available. The cleaning
Obtain the rated output current in the short circuit procedure that is used may be determined by one of
connections. the items on the following list:
i01461264
The extent of the cleaning procedure that is being
attempted
Generator - Inspect
The type of enclosure of the generator
SMCS Code: 4450-040
The voltage rating of the generator
The type of dirt that is being removed
Personal injury or death can result from improper
troubleshooting and repair procedures. Cleaning (Assembled Generators)
The following troubleshooting and repair proce- Cleaning may be required at the point of installation.
dures should only be performed by qualified per- At this point, complete disassembly of the generator
sonnel familiar with this equipment. may not be necessary or feasible. In this case,
a vacuum cleaner should be used to pick up the
following items: dry dirt, dust, and carbon. This will
Refer to Safety Section, Generator Isolating for prevent the spreading of these contaminants.
Maintenance for information regarding the procedure
to safely isolate the generator. A small nonconductive tube may need to be
connected to the vacuum cleaner. This will allow the
Proper maintenance of electrical equipment requires vacuum cleaner to clean the surfaces that are not
periodic visual examination of the generator and exposed. After most of the dust has been removed,
periodic visual examination of the windings. Proper a small brush may be attached to the vacuum hose
maintenance of electrical equipment also requires in order to loosen dirt that is more firmly attached to
appropriate electrical checks and appropriate thermal the surface.
checks. Insulation material should be examined for
cracks. The insulation material should be examined After the initial cleaning with a vacuum, compressed
for accumulations of dirt and dust. If there is an air may be used to remove the remaining dust and
insulation resistance value that is below normal, a dirt. Compressed air that is used for cleaning should
conductive path may be present. This conductive be free of moisture and free of oil. Air pressure
path may be made of one of the following materials: should be a maximum of 210 kPa (30 psi) in order to
prevent mechanical damage to the insulation. If the
Carbon above cleaning procedures are not effective, consult
a Caterpillar dealer.
Salt
Metal dust Cleaning (Disassembled
Generators)
Dirt that is saturated with moisture
An initial insulation resistance check should be
These contaminants will develop a conductive path made on the generator in order to confirm electrical
which may produce shorts. Cleaning is advisable if integrity. A minimum reading of one megohm would
heavy accumulations of dirt can be seen or if heavy be expected with severely contaminated generators.
accumulations of dust can be seen. If excess dirt is A zero megohm reading may indicate an insulation
the cause of a restriction in the ventilation, cleaning breakdown. An insulation breakdown requires more
is also advisable. Restricted ventilation will cause than cleaning. An insulation breakdown requires
excessive heating. repair.
Allow the generator to dry at room temperature. 2. Use an induction heater to heat the ball bearings to
Check the insulation resistance. The insulation 107 C (224.6 F) for ten minutes in order to install
resistance should now be normal. If the insulation either of the following bearings: ball bearings
resistance is not normal, repeat the procedure. It that are new and ball bearings that have been
may be necessary to use solvents if the generator inspected. Mount the bearings on the shaft. To
is contaminated with oil or if the generator is reinstall the hub, heat the hub to 400 C (752.0 F)
contaminated with grease. for three hours. Mount the hub to the shaft.
Note: For more information on drying methods, refer 3. Ensure that the tube of the grease gun is filled
to Special Instructions, SEHS9124, Cleaning and with grease.
Drying of Electric Set Generators.
4. Remove the bracket drain plug and operate the
generator for one hour. This will allow the grease
i03099722
to expand. The expanding grease will force the
Generator Bearing - excess grease from the cavity. When the excess
grease is forced from the cavity, the internal
Inspect/Replace pressure will be reduced. The generator should
(SR4 Generator) continue to operate until the grease stops purging.
On two-bearing generators, the front bearing 4. Grease the bearings with the appropriate grease
can only be removed after the drive coupling from Table 23. Do not mix greases.
is removed. Refer to the Systems Operation
Testing and Adjusting Disassembly and Assembly,
Coupling - Remove for the generator for
instructions for removing the drive coupling.
SEBU7898-12 141
Maintenance Section
Generator Bearing - Lubricate
Table 23
Bearing Bearing Frame Temperature Grease Interval Weight Volume Shaft
Part Type Size Min/Max(1) Part Diameter
Number Number
108-1760 321 BC 680 29 C 2S-3230 Every 2000 51.2 g 59 mL (2 oz) 105.0 mm
Ball Bearing 225.0 mm (20.2 F) Bearing service (1.8 oz) (4.1 inch)
(8.9 inch) minimum Lubricant hours or 12
OD / months
80 C
105.0 mm (176 F)
(4.1 inch) ID maximum
108-1761 322 BC 690 / 29 C 2S-3230 Every 2000 51.2 g 59 mL (2 oz) 110.0 mm
Ball Bearing 240.0 mm 800 (20.2 F) Bearing service (1.8 oz) (4.3 inch)
(9.4 inch) / Lubricant hours or 12
OD 80 C months
(176 F)
110.0 mm
(4.3 inch) ID
139-0349 Roller 2900 / 40 C Mobilith Every 250 2.8 g NA 127.0 mm
Roller 2800 (40 F) SHC220 service (0.1 oz) (5.0 inch)
Bearing / hours
80 C
(176 F)
139-0350 Roller 2900 / 40 C Mobilith Every 250 2.8 g NA 127.0 mm
Roller 2800 (40 F) SHC220 service (0.1 oz) (5.0 inch)
Bearing / hours
80 C
(176 F)
154-3032 326 BC 820 / 29 C 2S-3230 Every 2000 51.2 g 59 mL (2 oz) 130.0 mm
Ball Bearing 280.0 mm 2600 / (20.2 F) Bearing service (1.8 oz) (5.1 inch)
(11.0 inch) 2700 / Lubricant hours or 12
OD 80 C months
(176 F)
130.0 mm
(5.1 inch) ID
241-4644 320 BC LC7 29 C UNIREX Every 4500 60 g (2.1 oz) NA 100.0 mm
Bearing 215.0 mm (20.2 F) N3 service (3.9 inch)
(8.5 inch) / hours or 12
OD 60 C months
(140 F)(2)
100.0 mm
(3.9 inch) ID
243-5220 315 BB LC6100 29 C UNIREX Non- Non- Non- 75.0 mm
Bearing 160.0 mm / (20.2 F) N3 regreasable regreasable regreasable (3.0 inch)
(6.3 inch) LC5000 / bearing(3) bearing bearing
OD 60 C
(140 F)(2)
75.0 mm
(3.0 inch)
ID
261-3545 307 BB LC2000 29 C UNIREX Non- Non- Non- 35.0 mm
Bearing 80.0 mm (20.2 F) N3 regreasable regreasable regreasable (1.4 inch)
(3.1 inch) / bearing(3) bearing bearing
OD 50 C
(122 F)(2)
35.0 mm
(1.4 inch)
ID
(continued)
142 SEBU7898-12
Maintenance Section
Generator Bearing - Lubricate
5. Wipe off the excess grease. Remove the top Resistive Temperature Detectors
grease fitting. Install the plug.
(RTDs)
6. Operate the generator for one hour. This will allow
Caterpillar Generators may be equipped with
the grease to expand. The expanding grease will
resistance temperature detectors for generator
force the excess grease from the cavity. When bearings. These detectors are 100 ohm resistance
the excess grease is forced from the cavity, the
temperature detectors. A resistance temperature
internal pressure will be reduced. The generator
detector may be monitored by the optional monitor for
should continue to operate until the grease stops the EMCP 3.2/3.3 resistance temperature detector. A
purging.
resistance temperature detector may be monitored by
equipment that is provided by the customer. Consult
7. Stop the engine. Install the plug in the bottom with your Caterpillar dealer about other methods of
grease pipe. Wipe off the excess grease.
measuring the bearing temperature.
8. Install the louver assembly or install the rear plate. The EMCP 3.2/3.3 may be configured to ALARM
or the EMCP 3.2/3.3 may be configured to
i03642839 SHUTDOWN. An alarm is activated if the
temperature of the bearing reaches 85 C (185 F).
Generator Bearing A shutdown occurs if the temperature of the bearing
Temperature - Test/Record reaches 95 C (203 F).
i02517207 Note: Operating the electric set at low idle speed for
an extended time will cause some voltage regulators
Generator Lead - Check to shut off. The electric set must be completely shut
down and the electric set must be restarted. This
SMCS Code: 4450-535 will allow the voltage regulator to again produce an
output.
The generator set may have braided cables between
the generator and the breaker instead of wire cables.
Check for signs of wear along the braided cables. i01593517
Pay particular attention to the cables at the housing
for the breaker and the generator terminal box. Generator Set - Test
If the rubber mats or the insulation on the braided SMCS Code: 4450-081
cables show signs of wear at points of contact
with other surfaces, replace the mats or the cable
immediately. If your generator set does not have
rubber mats in place, contact your Caterpillar dealer. Personal injury or death can result from high volt-
age.
i01228480
When power generation equipment must be in op-
Generator Load - Check eration to make tests and/or adjustments, high
voltage and current are present.
SMCS Code: 4450-535-LA
Improper test equipment can fail and present a
During normal operation, monitor the power factor high voltage shock hazard to its user.
and monitor generator loading.
Make sure the testing equipment is designed for
When a generator is installed or when a generator and correctly operated for high voltage and cur-
is reconnected, ensure that the total current in any rent tests being made.
one phase does not exceed the nameplate rating.
Each phase should carry the same load. This allows When servicing or repairing electric power gener-
the generator to work at the rated capacity. If one ation equipment:
phase current exceeds the nameplate amperage,
an electrical imbalance will occur. An electrical Make sure the unit is off-line (disconnected
imbalance can result in an electrical overload and an from utility and/or other generators power
electrical imbalance can result in overheating . service), and either locked out or tagged DO
NOT OPERATE.
The power factor can be referred to as the efficiency
of the load. This can be expressed as the ratio of kVA Make sure the generator engine is stopped.
to actual kW. The power factor can be calculated by
dividing kW by kVA. Power factor is expressed as a Make sure all batteries are disconnected.
decimal. Power factor is used to mean the portion
of current that is supplied to a system that is doing Make sure all capacitors are discharged.
useful work. The portion of the current that is not
doing useful work is absorbed in maintaining the Table 24
magnetic field in motors. This current (reactive load)
Tools Needed
can be maintained without engine power.
Part Number Part Quantity
Electric sets normally have a low idle setting that
Digital
is higher than industrial engines. Low idle will be 6V-7070 1
Multimeter
approximately 66% of the full speed that is achieved
by 60 Hz units. This would be equal to 80% of the full 12 VDC battery 1
speed that is achieved by 50 Hz units. Potential
1
Transformer
Some electric sets are equipped with Woodward
governors and some electric sets are equipped
with Caterpillar electronic governors. These electric The generator set functional test is a simplified test
sets have no low idle stop. On electric sets with that can be performed in order to determine if the
mechanical governors and natural gas electric sets, generator is functional. The generator set functional
the low idle is set at the factory. Adjustment of the test should be performed on a generator set that is
low idle on these machines should only be done by under load.
a Caterpillar dealer.
SEBU7898-12 145
Maintenance Section
Generator Set Alignment - Check
The generator set functional test determines if the Special Instruction, REHS0177, Alignment of the
following statements happen: Close Coupled Two Bearing Generators
A phase voltage is being generated. Keep a record of the measurement of the alignment.
The record may be used to check the trend of the
The phase voltages are balanced. alignment. The record may be used to analyze the
trend of the alignment.
The phase voltages change relative to engine
speed. The genset must be aligned when the genset is
moved into a final position. The genset must be
The generator set functional test consists of the aligned if the genset is moved into a different position.
following steps:
i01228545
1. Stop the generator. Connect the potential
transformer's high voltage winding to the
generator terminals (T1) and (T2). Connect
Generator Set Vibration -
the voltmeter to the low voltage winding. If two Inspect
transformers are available, connect the high
voltage winding of the second transformer to the SMCS Code: 4450-040-VI
generator terminals (T1) and (T3). Connect the
secondary terminals that correspond to generator Check for vibration damage. Vibration may cause the
terminal (T2) of both transformers together. following problems:
Vibration may cause the following problems: Contact the Caterpillar Dealer Service Tools group
for information on ordering a vibration analyzer that
Coupling wear will meet your needs.
Loose fittings
i02121526
If the vibration exceeds the EDS limits for vibration, Each installation application can be different. The
check the alignment. Refer to this Operation and differences depend on the following factors:
Maintenance Manual, Generator Set Alignment -
Check for the alignment procedure. Type of hose
SEBU7898-12 147
Maintenance Section
Instrument Panel - Inspect
1. Stop the engine. Allow the engine to cool. Record the data in a log. Compare the new data to
the data that was previously recorded. Comparing
2. Loosen the cooling system filler cap slowly in the new data to the recorded data will help to
order to relieve any pressure. Remove the cooling establish the trends of engine performance. A gauge
system filler cap. reading that is abnormal may indicate a problem with
operation or a problem with the gauge.
Note: Drain the coolant into a suitable, clean
container. The coolant can be reused.
i01951994
9. Clean the cooling system filler cap. Inspect the Place the engine control switch in the OFF posi-
cooling system filler cap's gaskets. Replace tion. Attach DO NOT OPERATE tags to all start-
the cooling system filler cap if the gaskets are ing controls. Disconnect the batteries or disable
damaged. Install the cooling system filler cap. the starting system. Lock out all switchgear and
automatic transfer switches that are associated
10. Start the engine. Inspect the cooling system for with the generator.
leaks.
Table 25
Tools Needed
142-5055 Insulation Testing Gp
9U-6003 Insulation Testing Gp
148 SEBU7898-12
Maintenance Section
Insulation - Test
Periodically, use an insulation tester to check the 1. Take the generator out of service.
insulation resistance of the generator's main stator
winding. The frequency of this test is determined by 2. Visually inspect the generator for moisture. If
the generator's environment. Previous insulation moisture exists, do not perform this insulation
tester readings will also determine the frequency of test. Dry the unit first. Refer to Special Instruction,
this test. SEHS9124, Cleaning and Drying of Electric Set
Generators.
Test the main stator windings with an insulation tester
in the following situations: 3. Inspect the installation. Determine the equipment
that will be tested by the insulation tester.
The generator set is started for the first time.
4. Discharge the capacitance of the windings.
The generator set is removed from storage.
5. Isolate the stator windings of the generator by
The generator set is operating in a humid disconnecting all other leads and cables from the
environment. Test every three months. generator terminals. This includes connections
to the voltage regulator, the control panel, the
The generator set is not protected from the switchgear or other devices.
elements in an enclosed area. Test every three
months. 6. Connect the insulation tester's RED lead to
ground.
The generator set is installed in an enclosed area.
This area needs to be low in humidity and this area 7. Connect the insulation tester's BLACK lead to the
needs to have steady temperatures. Test every wye point or star point of the generator's windings.
twelve months (minimum).
8. For units that are 600 volts or less, set the voltage
The generator set has not been run under load to 500 Volts. For units that are more than 600
for three months. Test the generator set weekly. volts, set the voltage to 1000 Volts.
Use space heaters around the generator set if the
generator is exposed to a sea water environment or 9. Use the 30/60 Time Resistance Method:
if the humidity is above 75 percent. Also use space
heaters if a test result was below 3 megohms. a. Apply voltage.
Space heaters must be used whenever the generator b. Observe the readings at 30 seconds. Observe
set is not under load. Space heaters must also be the readings at 60 seconds.
used whenever salt is present or whenever high
humidity is present. Using a space heater in this c. Record the 60 second reading. This reading
fashion is the only way to maintain insulation tester must be corrected for temperature.
readings above one megohm. Use space heaters
only when the generator is not running. d. Record temperature.
Recommended Procedure for A 10. Evaluate the readings. The actual value of the
resistance may vary greatly between generators.
Periodic Insulation Test For this reason, the insulation's condition must be
evaluated. Base this evaluation on the comparison
between the 60 second resistance readings and
the readings that were taken on previous dates.
Personal injury or death can result from electro- These two readings must be taken under similar
cution. conditions. If a 60 second resistance reading
has a 50 percent reduction from the previous
The megohmmeter is applying a high voltage to reading, the insulation may have absorbed too
the circuit. much moisture.
To avoid electrocution, do not touch the instru- Switch the insulation tester to the OFF position.
ment leads without first discharging them. When This will discharge the insulation tester's leads.
finished testing also discharge the generator Disconnect the insulation tester's leads.
windings.
SEBU7898-12 149
Maintenance Section
Insulation - Test
g00633226
Illustration 81
SEBU7898-12 151
Maintenance Section
Jacket Water Heater - Check
g00293337
Illustration 83
Typical magnetic pickup
152 SEBU7898-12
Maintenance Section
Overhaul (Major)
A major overhaul includes all of the work that is done Cylinder head assembly
for the top end overhaul and the general inspection.
A major overhaul includes additional parts and labor. Cylinder liners
Additional parts and labor are required in order to
completely rebuild the engine. Exhaust bellows
For the major overhaul, all of the bearings, Fuel transfer pump
seals, gaskets, and components that wear are
disassembled. The parts are cleaned and inspected. Oil pump
If necessary, the parts are replaced. The crankshaft
is measured for wear. The crankshaft may require Pistons
regrinding. Alternatively, the crankshaft may be
replaced with a Caterpillar replacement part. Piston pins
Your Caterpillar dealer can provide these services Prelube pump
and components. Your Caterpillar dealer can ensure
that the components are operating within the Spacer plate
appropriate specifications.
Turbochargers
If you elect to perform an overhaul without the
services of a Caterpillar dealer, be aware of the
following recommendations.
Inspection of Components
Inspect the following components according to
Replacement of Components the instructions that are in Caterpillar reusability
publications. Refer to Guidelines for Reusable
Replace the following components during the major Parts and Salvage Operations, SEBF8029, Index
overhaul. of Publications on Reusability or Salvage of Used
Parts.
Connecting rod bearings
Camshaft
Crankshaft seals
Camshaft bearings
Crankshaft vibration damper
Crankshaft
Electronic fuel injectors
Crankshaft thrust washers
Engine wiring harness
Driven equipment (alignment)
Main bearings
Engine control module
Piston rings
Front gear train
Inspection, Reconditioning or
Gear train bushings and bearings
Exchanging of Components
Rear gear train
Inspect the following components according to
the instructions that are in Caterpillar reusability Inspect the camshaft for damage to the journals and
publications. Refer to Guidelines for Reusable the lobes. Inspect the following components for signs
Parts and Salvage Operations, SEBF8029, Index of wear and/or for signs of fatigue:
of Publications on Reusability or Salvage of Used
Parts. camshaft bearings
Recondition the worn components or exchange the camshaft followers
components, if necessary. Your Caterpillar dealer can
provide these services and components. Inspect the crankshaft for any of the following
conditions:
Camshaft followers
deflection
Connecting rods
damage to the journals
SEBU7898-12 153
Maintenance Section
Overhaul (Major)
bearing material that has seized to the journals Obtain a Coolant Analysis
Check the journal taper and the profile of the For conventional heavy-duty coolant/antifreeze,
crankshaft journals. Check these components by check the concentration of supplemental coolant
interpreting the wear patterns on the following additive (SCA) regularly. The concentration of SCA
components: can be checked with an SOS coolant analysis (Level
I). A more detailed coolant analysis is recommended
rod bearing periodically.
Clean the oil cooler core and the aftercooler core. Identification of buildup of the impurities that cause
Then, pressure test both of these cores. For scaling
instructions on cleaning the cores, see this Operation
and Maintenance Manual, Aftercooler Core - Determination of possible electrolysis within the
Clean/Test topic. engines' cooling system
Clean the oil suction screen. Also, remove side A report of the results of the analysis is provided.
covers in order to clean the oil sump. For instructions Maintenance recommendations are based on the
on removal and installation of components, see results.
the Service Manual, Disassembly and Assembly
module. For more information about SOS coolant analysis,
consult your Caterpillar dealer.
154 SEBU7898-12
Maintenance Section
Overhaul (Top End)
Replace the fuel injectors. Consult your Caterpillar 2. Wash the screen assembly in clean nonflammable
dealer about exchanging the fuel injectors. Your solvent. Allow the screen assembly to dry before
Caterpillar dealer can provide these services and installation.
components.
Reduced engine efficiency Inspect the following components for signs of wear or
for signs of scuffing:
Increased fuel consumption
Camshaft bearings
Reduced engine efficiency and increased fuel
consumption translates into higher operating costs. Camshaft followers
Therefore, Caterpillar Inc. recommends repairing
out-of-spec parts or replacing out-of-spec parts. Caterpillar Inc. recommends replacing the crankshaft
vibration damper.
Inspection and/or Replacement
Oil Cooler Core and Aftercooler Core
Piston Rings, Crankshaft Bearings, Valve
Rotators, and Crankshaft Seals During an overhaul, the removal of the oil cooler
core and the aftercooler core is recommended. The
The following components may not last until the oil cooler core and the aftercooler core should be
second overhaul. cleaned and pressure tested.
Valve rotators
Note: Use this cleaning procedure to clean the oil
Crankshaft seals cooler core and the aftercooler core.
Caterpillar Inc. recommends the installation of new 1. Remove the oil cooler core and the aftercooler
parts at each overhaul period. core.
Inspect these parts while the engine is disassembled 2. Remove any debris from the oil cooler core and
for an overhaul. the aftercooler core. To remove debris from the oil
cooler core, turn the oil cooler core onto one end.
Inspect the crankshaft for any of the following To remove debris from the aftercooler core, turn
conditions: the aftercooler core upside-down.
Deflection 3. Flush the oil cooler core and the aftercooler core
internally with cleaner in order to loosen foreign
Damage to the journals substances. This will also help to remove oil from
the oil cooler core and the aftercooler core.
Bearing material that has seized to the journals
Note: The use of Hydrosolv Liquid Cleaners is
Check the journal taper and the profile of the recommended. Table 26 lists the Hydrosolv Liquid
crankshaft journals. Check these components by Cleaners that are available from your Caterpillar
interpreting the wear patterns on the following dealer.
components:
Table 26
Note: If the crankshaft is removed for any reason, 1U-5490 Hydrosolv 4165 19 L (5 US gallon)
use the magnetic particle inspection process to check 174-6854 Hydrosolv 100 19 L (5 US gallon)
for cracks in the crankshaft.
(1) Use a two to five percent concentration of the cleaner
at temperatures up to 93C (200F). Refer to Application
Inspect the camshaft for damage to the journals and Guide, NEHS0526 or consult your Caterpillar dealer for more
to the lobes. information.
4. Use steam to clean the oil cooler core and the Complete SOS Coolant Analysis (Level 2)
aftercooler core. This removes any remaining
residue from the cleaner. Flush the fins of the oil Visual inspection of properties
cooler core and the aftercooler core. Remove any
other trapped debris. Identification of metal corrosion
5. Wash the oil cooler core and the aftercooler core Identification of contaminants
with hot, soapy water. Rinse the oil cooler core and
the aftercooler core thoroughly with clean water. Identification of built up impurities (corrosion and
scale)
Maintenance intervals
Oil selection and maintenance
Coolant selection and maintenance
Environmental qualities
Installation
Refer to the standards for the engine or consult with
your Caterpillar dealer in order to determine if the
engine is operating within the defined parameters.
g01015808
Severe service operation can accelerate component
Illustration 85 wear. Engines that operate under severe conditions
(D) AC supply may need more frequent maintenance intervals in
(E) Variable power supply order to ensure maximum reliability and retention of
(F) Exciter field
(G) Diode bridge full service life.
4. Connect a variable power supply and a diode Due to individual applications, it is not possible to
bridge to both of the wires for the exciter field (5+) identify all of the factors which can contribute to
and (6-). severe service operation. Consult your Caterpillar
dealer for the unique maintenance that is necessary
5. The assembly should have characteristics that are for the engine.
compatible with the power for the field excitation
of the generator. The operating environment, improper operating
procedures and improper maintenance procedures
6. Operate the generator set at rated speed. can be factors which contribute to severe service
conditions.
7. Gradually increase the current of the exciter field
by adjusting the rheostat or the variable power Environmental Factors
supply. Measure the output voltage and the
current at no load. Measure the output voltage Ambient temperatures The engine may be
and measure the current at no load. exposed to extended operation in extremely
cold environments or hot environments. Valve
8. The generator is operating properly when the components can be damaged by carbon buildup if
output voltage is at the rated value and the output the engine is frequently started and stopped in very
voltage is balanced within one percent for the cold temperatures. Extremely hot inlet air reduces
rated level of excitation. engine performance.
SMCS Code: 4450-535-HTR The generator set must be ready to work under
load at any time.
The space heater is attached to the rear bearing
bracket. The space heater is located in the Establishing a Preventive Maintenance Program will
generator's exciter end. provide these benefits:
An SR5 generator can operate in high humidity The high voltage that is produced by an operating
conditions without problems. The humidity can be as generator set can cause severe injury or death.
high as 100% non-condensing humidity. However, Before performing any maintenance or repairs,
problems can occur when the generator is idle and ensure that the generator will not start.
the surrounding air is warmer than the generator.
Moisture can form on the windings. Moisture will Place the engine control switch in the OFF posi-
result in poor performance or even damage to the tion. Attach DO NOT OPERATE tags to all start-
windings. Whenever the generator is not active, the ing controls. Disconnect the batteries or disable
optional space heaters should be operated. the starting system. Lock out all switchgear and
automatic transfer switches that are associated
An external source is required to operate the space with the generator.
heaters. Both of the sources must be a single phase.
This source can be either 115 vac or 230 vac. When
the external source is 50 hertz, 200 vac must be The recommended maintenance for the generator set
used. Refer to Illustration 86. is listed in this Operation and Maintenance Manual,
Maintenance Interval Schedule (Standby Generator
See your Caterpillar dealer for information on Sets) (Maintenance Section).
checking your Caterpillar generator.
162 SEBU7898-12
Maintenance Section
Starting Motor - Inspect
Note: Turbocharger components require precision 6. Clean the turbocharger housing with standard
clearances. The turbocharger cartridge must shop solvents and a soft bristle brush.
be balanced due to high rpm. Severe Service
Applications can accelerate component wear. 7. Fasten the air inlet piping and the exhaust outlet
Severe Service Applications require more frequent piping to the turbocharger housing.
inspections of the cartridge.
i01908686
Removal and Installation
Walk-Around Inspection
For options regarding the removal, installation, repair
and replacement, consult your Caterpillar dealer. SMCS Code: 1000-040
Refer to the Service Manual for this engine for the
procedure and specifications. Inspect the Engine for Leaks and
Cleaning and Inspecting for Loose Connections
A walk-around inspection should only take a few
1. Remove the exhaust outlet piping and remove minutes. When the time is taken to perform these
the air inlet piping from the turbocharger. Visually checks, costly repairs and accidents can be avoided.
inspect the piping for the presence of oil. Clean
the interior of the pipes in order to prevent dirt For maximum engine service life, make a thorough
from entering during reassembly. inspection of the engine compartment before starting
the engine. Look for items such as oil leaks or coolant
2. Turn the compressor wheel and the turbine wheel leaks, loose bolts, worn belts, loose connections and
by hand. The assembly should turn freely. Inspect trash buildup. Make repairs, as needed:
the compressor wheel and the turbine wheel for
contact with the turbocharger housing. There
should not be any visible signs of contact between
The guards must be in the proper place. Repair
damaged guards or replace missing guards.
the turbine wheel or compressor wheel and the
turbocharger housing. If there is any indication of
contact between the rotating turbine wheel or the
Wipe all caps and plugs before the engine is
serviced in order to reduce the chance of system
compressor wheel and the turbocharger housing, contamination.
the turbocharger must be reconditioned.
Excessive coolant leakage may indicate the need Support Insulation. Support insulation is
to replace the water pump seal. For the removal of usually made from one of the following items:
water pump and the installation of water pump and/or a compressed lamination of fibrous materials,
seals, refer to the Service Manual for the engine or polyester, or felt pads that have been impregnated
consult your Caterpillar dealer. with various types of bonding agents.
Inspect the lubrication system for leaks at the front There are many different types of damage that can
crankshaft seal, the rear crankshaft seal, the oil occur in these areas. Several of the different types of
pan, the oil filters and the valve cover. damage are listed below:
Inspect the fuel system for leaks. Look for loose Thermal Aging Thermal aging can cause the
fuel line clamps. degradation of insulation or the deterioration of
insulation. An examination of the coils may reveal
Inspect the piping for the air inlet system and the that the insulation has expanded into the ventilation
elbows for cracks and for loose clamps. ducts. This is the result of a loss of bond which
will cause the insulation material to separate. The
Inspect the alternator belt and the accessory drive insulation material could also separate from the
belts for cracks, breaks or other damage. conductors on the windings.
Belts for multiple groove pulleys must be replaced as Abrasion The surfaces of coils and the surfaces
matched sets. If only one belt is replaced, the belt will of connectors may be damaged by abrasion. These
carry more load than the belts that are not replaced. surfaces may also be damaged by contamination
The older belts are stretched. The additional load on from other sources. An example of these sources
the new belt could cause the belt to break. would be chemicals or abrasive substances.
Drain the water and the sediment from fuel tanks Cracking Cracking of insulation may result from
on a daily basis in order to ensure that only clean mechanical stress. The structure that is used to brace
fuel enters the fuel system. the stator winding will become loose if the problem
is not corrected. Further mechanical damage or
Inspect the wiring and the wiring harnesses for electrical damage may also result.
loose connections and for worn wires or frayed
wires. Erosion Erosion can be caused when foreign
substances rub against the surfaces of the insulation.
Inspect the ground strap for a good connection and
for good condition.
i03543200