Piston Pump & Motor Service Level Overview

Why:
A Six Sigma project called “Umbrella Hydraulic Piston Pump and Motor Product
Support Service Strategy” determined that Engineering, Authorizations (PPA’s), etc.
need guidance on how to service Piston Pumps and Motors, because in the past there was
no guidance. Our traditional level of service is down to the lowest piece part level;
however Enterprise benefits can drive different service strategies.

Purpose:
Assist the engineer in analyzing and providing general guidance in releasing or changing
the serviceability levels of hydraulic Piston pumps & Motors.

This document is designed to identify common (but not all) service levels by offering
suggestions and situations that dictate the releasing decision.

Serviceability:
Serviceability refers to the decision of whether the part should be serviced and, if so, at
what level in terms of arrangements, groups, assemblies, and piece parts.

Servicing parts at the correct level is crucial to ensure customers are able to select the
best repair option at the lowest possible cost. Decisions to service product at a level
which is too low can impact Caterpillar’s inventory costs. Decisions to service product at
a level which is too high can impact customer costs and satisfaction. Determining the
correct level is critical when balancing customer satisfaction while managing inventory
costs. Additionally, servicing at a higher level is acceptable for economic or supplier
reasons.

Serviceability is generally a “yes” or “no” decision a PPA (Part Product Analyst) is

responsible for making. If the decision is to service the part, the part will be made
available to customers. If the decision is to not service the part, the PPA must either
service a different level of the part or a different part number, identified by engineering,
serviced in its place. The PPA’s serviceability decision is not a stand-alone decision or a
final decision. The service decision can be changed based on application requirements,
economic reasons field service reasons, or supplier reasons. The level of serviceability
released on the print by engineering drives this decision, but is not inclusive. This
decision is reflected in the NPR posting, the product structure within EDS, Material
Control Systems (MCS), and various product support publications, and is based on the
effective date.

Serviceability by Part Level:

Level 3 & 4 Arrangements - Normally not serviced
Level 2 Groups & Assemblies - Use the Following Template
Level 1 Piece Parts - Use the Following Template
 This is a General Guideline for what parts to service.
Table of Contents:

I. Pump Group -- Serviced

1. Rotary Group--
1A. Barrel Assembly--Serviced
a. Piston Set--Serviced
b. Retaining Plate--Serviced
c. Ball Guide--Serviced

1B. Valve Plate/Control Lens--Serviced

1C. Shaft Assembly--Serviced

a. Shaft--Service only if not serviced as shaft assembly
b. Shaft Bearings--Serviced
c. Head Bearing –Serviced

1D. Swash plate--Serviced

1E. Swash Plate Bearings—Serviced

1F. Wear plates--Serviced
1G.Stroking Pistons--Serviced

2. Seal Kits--Serviced
A. Shaft Seal--Serviced

3. Valves--Serviced
3A. Servo Valve—Serviced
3B. Contol Valve--Serviced
3C. Pressure Flow--Serviced
3D. Servo-- Serviced
3E. Flushing--Serviced
3F. Flow Control--Serviced
3G. Solenoid--Serviced
3H.Relief—Serviced
3I.Relief--Serviced
3J. Relief Cutoff--Serviced
3K. Speed--Serviced
3L. Speed Sensing--Serviced
3M. Cartridge--Serviced
3N. Shuttle--Serviced
3O. Pressure--Serviced
3P. Brake--Serviced
4. Shims or Shim Kits—Serviced

5. Through Drive Assembly--Serviced

5A. Coupling--Serviced
5B. Seals--Serviced
5C. Wear Plate--Serviced
5D. Bolts—Serviced

6. Charge Pump--Serviced
5A. Coupling--Serviced
5B. Seals--Serviced
5C. Wear Plate--Serviced
5D. Bolts—Serviced

7. Hardware—Serviced

8. Housing--Not Serviced

9. Head/Port Block (This is not the Control)--Not Serviced

I. Pump Group
Serviced

1. Rotary Group- Not Serviced in some types

1A. Barrel Assembly—to include Barrel, pistons, retaining plate , ball guide, etc.
Serviced—The Barrel assembly should be released as Service Repair.

a. Piston Set
Serviced—The Piston Set should be released as Service Repair. The Piston set
should be released with the proper number of pistons and not as a single piston.
b. Retaining Plate
Serviced—The retaining plate should be released as Service Repair.

c. Ball Guide
Serviced—The Ball Guide should be released as Service Repair.
1B. Valve Plate/Control Lens
Serviced—The valve plate should be released as Service Repair.

1B. Valve Plate/Control Lens

Serviced— The valve plate should be released as Service Repair.
1C. Shaft Assembly
Serviced—The Shaft Assembly should be released as Service Repair.

a. Shaft
Serviced—The Shaft should be released as Service Repair. If released as a shaft
assembly do not release as a shaft.
b. Bearing Kits
Serviced—The bearing kit should be released as Service Repair.

b. Shaft Bearings
Serviced—The Shaft bearing should be released as Service Repair. If released as a
Bearing Kit do not release as a shaft bearing.
c. Head Bearings
Serviced—The Head bearing should be released as Service Repair. If released as
part of the Bearing Kit do not release as a head bearing.

1D. Swashplate
Serviced—The Swashplate should be released as Service Repair.
1E. Cradle Bearings/Swashplate Bearings
Serviced—The Cradle Bearings should be released as Service Repair.

1F. Wear Plates

Serviced—The wear plates should be released as Service Repair.
2. Seal Kits -
Serviced—Seal Kits should be listed as Service repair. Do not release individual
seals

2A. Shaft Seal -

Serviced—Shaft seals should be released as Service Repair. This should be the
only seal released outside of the seal kit.
3. Valves
3A. Servo Valve
Serviced—The Servo valve should be released as Service Repair.

3B. Control Valve

Serviced—The Control valve should be released as Service Repair.
3C. Pressure Flow Valve
Serviced—The Pressure Flow valve should be released as Service Repair.

3D. Servo Valve

Serviced—The Servo valve should be released as Service Repair.
3E. Flushing Valve
Serviced—The Flushing valve should be released as Service Repair.

3F. Flow Control Valve

Serviced—The Flow control valve should be released as Service Repair.
3G. Solenoid Valve
Serviced—The Solenoid valve should be released as Service Repair.

3H. Relief Valve

Serviced—The Relief valve should be released as Service Repair.
3I. Relief Valve
Serviced—The Relief valve should be released as Service Repair

3J. Relief Cutoff Valve

Serviced—The Relief cutoff valve should be released as Service Repair.
3K. Speed Valve
Serviced—The Speed valve should be released as Service Repair.

3L. Speed Sensing Valve

Serviced—The Speed Sensing valve should be released as Service Repair.
3M. Cartridge Valve
Serviced—The Cartridge valve should be released as Service Repair.

3N. Shuttle Valve

Serviced—The Shuttle valve should be released as Service Repair.
3O. Pressure Valve
Serviced—The Pressure valve should be released as Service Repair.

3P. Brake Valve

Serviced—The Brake valve should be released as Service Repair.
4. Shims or Shim Kits
Serviced—The Shim or Shim Kits should be released as Service Repair.

5. Through Drive
Serviced—The Through Drive should be released as Service Repair.
5A. Coupling
Serviced—The coupling should be released as Service Repair.

5B. Seals or Seal Kit

Serviced--The Seals or Seal Kit should be released as Service Repair.

5C. Wear Plate

Serviced—The wear plate should be released as Service Repair.

6. Charge Pump
Serviced—The Charge Pump should be released as Service Repair.

6A. Bushing
Serviced--The bushing should be released as Service Repair.
6B. Coupling
Serviced--The coupling should be released as Service Repair.
6C. Seals or Seal Kit
Serviced--The Seals or Seal Kit should be released as Service Repair.
6D. Wear Plate
Serviced--The wear plate should be released as Service Repair.
6E. Hardware
Serviced--The hardware should be released as Service Repair.

7. Hardware --to include Bolts, Retaining Rings , Plugs , etc

Serviced—The Hardware should be released as Service Repair.
8. Housing
Not Serviced—The Housing should not be Released.

8. Housing
Not Serviced—The Housing should not be released.
9. Head/Port block
Not Serviced—The Head should not be released.

9. Head/Port block
Not Serviced—The Head should not be released.