Diagnostico y Troubleshooting

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    Service Training

    SERV3151

    October 2002

    TECHNICAL PRESENTATION

    APPLIED DIAGNOSTICS AND

    TROUBLESHOOTING

    INTRODUCTION

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    APPLIED DIAGNOSTICS ANDTROUBLESHOOTINGINTRODUCTION

    AUDIENCE

    Service training instructors and dealer service technicians.

    CONTENT

    This presentation discusses a diagnostic and troubleshooting process for repairing machine faults.

    OBJECTIVES

    After learning the information in this presentation, the student will be able to:

    1. identify the skills required to perform effective diagnostics;

    2. recognize the basic troubleshooting strategies commonly used to diagnose machine faults;

    3. identify and explain the troubleshooting process flow chart steps;4. demonstrate use of the troubleshooting process while diagnosing a machine fault; and

    5. evaluate the effectiveness of the troubleshooting process used after a fault has been diagnosed and

    repaired.

    REFERENCES

    "Troubleshooting the Troubleshooting Course" by Robert F. Mager (ISBN-1-879618-09-5)

    PREREQUISITES

    None

    HOW TO USE THE APPLIED DIAGNOSTICS AND TROUBLESHOOTING

    This module is the cornerstone segment of the diagnostic and troubleshooting modules found on

    "Service Fundamentals"--SERV3100. The module is intended to form the basis upon which the other

    modules are built. The diagnostic processes found in this module are to be applied to all other system

    specific modules to form a consistent diagnostic process that can be taught to field technicians looking

    to improve their diagnostic ability. The following modules consist of a brief review of the diagnostic

    process followed by system specific case studies designed to allow the technician to fully develop their

    diagnostic skills.

    Estimated Time: 2 Hours

    Visuals: 19

    Serviceman Handouts:

    Form: SERV3151

    Date: 10/02

    2002 Caterpillar Inc.

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    TABLE OF CONTENTS

    INTRODUCTION ..................................................................................................................5

    CLASS EXERCISE 1.............................................................................................................6

    CLASS EXERCISE 2.............................................................................................................8

    TROUBLESHOOTING TRAITS.........................................................................................10

    CLASS EXERCISE 3 ...........................................................................................................11

    TROUBLESHOOTING STRATEGIES ...............................................................................13

    CLASS EXERCISE 4...........................................................................................................16

    TROUBLESHOOTING PROCESS .....................................................................................18

    CASE STUDY......................................................................................................................29

    CONCLUSION.....................................................................................................................30

    VISUALS LIST ....................................................................................................................31

    SERVICEMAN'S HANDOUTS...........................................................................................32

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    INSTRUCTOR NOTES

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    1

    INTRODUCTION

    This presentation discusses the basics of troubleshooting and diagnostic

    principals to help repair machine faults. To repair a machine quickly and

    properly it is important to use a systematic approach.

    An effective troubleshooting and diagnostic process will reduce

    unnecessary parts replacement, lost time on unnecessary diagnostic

    procedures, and customer dissatisfaction from faulty or incomplete

    repairs.

    Teaching troubleshooting can be a difficult task because each technician

    learns differently and all technicians are not at the same level. However,

    with a logical process, all technicians can improve their diagnostic

    capabilities.

    Critical thinking skills can be taught through logical processes andprocedures. The basic procedures must be followed deliberately and

    repeatedly until they can be visualized and put into a mental picture.

    INSTRUCTOR NOTE: In general, diagnostics and troubleshooting

    are defined as "a logical problem solving process to rapidly and

    efficiently achieve a solution to a problem." The terms diagnostics

    and troubleshooting will be used interchangeably throughout this

    presentation.

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    2002 Caterpillar Inc.

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    2

    CLASS EXERCISE 1

    The following exercise will challenge the student's critical thinking skills:

    Objective: Remove the washer from the bolt.

    The nut is welded to the bolt and the washer will not quite slip over the

    shank.

    INSTRUCTOR NOTE: Encourage the students to think beyond the

    obvious.

    Courtesy of Marty Cirbo, Wagner Equipment Co., Denver, Colorado.

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    3

    Things are not always as they appear to be. The nut can be removed from

    the bolt, but a visual inspection does not reveal the solution.

    Technicians who can think in non-traditional ways will arrive at the root

    cause of the problem.

    Real World Situation:

    A prototype engine on a dynamometer was burning oil whenever it was

    off idle. The following components were replaced:

    Rings

    Valves, guides, and seals

    Gaskets

    Pistons

    Heads

    Over two months were spent troubleshooting the problem. The root cause

    was a dipstick that was too short. The dipstick was installed during the

    prototype build. This caused the operator to overfill the crankcase,

    resulting in the oil being whipped up by the crankshaft. The correct

    dipstick cured the problem.

    Again, technicians who can think in non-traditional ways will arrive at the

    root cause of the problem.

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    MASTERMIND

    AVAILABLE COLORS:

    CLASS EXERCISE 2

    A game called "Mastermind" is an exercise that helps test logical, process

    oriented thinking, which can solve problems in a more efficient manner.

    In the game of Mastermind, one player, "codemaker," makes up a secret

    code consisting of a random sequence of four marbles. The other player,

    "codebreaker," attempts to guess the code using as few guesses as

    possible.

    After each guess the codebreaker receives feedback. Feedback consists of

    two parts, a number of black pegs indicating how many marbles

    codebreaker got exactly right (correct color in the correct position) and a

    number of white pegs, indicating how many marbles codebreaker got

    almost right (correct color but wrong position). There is no positional

    information in the black and white pegs, they merely count how many

    marbles were guessed exactly right or almost right.

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    Playing the Mastermind game, relates to the diagnosis process because it's

    a process of elimination. It helps determine what doesn't work by

    eliminating the wrong marbles. Eventually the right combination is

    discovered.

    A diagnostic process determines the root cause of a fault by eliminating

    what does work by testing and evaluating. By knowing what does work,

    the fault can be isolated much quicker.

    INSTRUCTOR NOTE: More information on the Mastermind game

    can be found at the following website:

    http://www.geocities.com/Athens/Aegean/2522/MasterMind.html

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    Poor System Knowledge

    Act on Instinct not Logic

    Does not Use or Know Resources

    Does not Use or Know Tests

    Does not Use or Know Test Equipment

    Does not See the Big Picture

    NOVICE EXPERT

    TROUBLESHOOTING TRAITS

    Excellent System Knowledge

    Logical Methodical Approach

    Uses all Resources Available

    Knows What Tests to Perform

    Knows How to Use Test Equipment

    Sees the Big Picture

    TROUBLESHOOTING TRAITS

    There are some basic skills or traits that are required to be an effective

    troubleshooter. This chart compares the traits that are typical of novice

    and expert troubleshooters. While most technician's skills fall somewhere

    between the novice and expert, this chart shows what skills are necessary

    for efficient diagnosis.

    An expert troubleshooter in an unfamiliar situation will quickly assess the

    problem and overcome the learning curve. The expert may not have

    excellent system knowledge (new system) but has the ability to apply a

    logical process and determine the root cause of a problem.

    This presentation focuses on the logical process so the technician sees the

    "big picture" and avoids going down the wrong diagnostic path. System

    knowledge and use of resources are important skills in the troubleshooting

    process, but can be taught in system specific classes or learned at the

    jobsite while performing diagnosis.

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    SEVEN LINKS OF A CHAIN

    CLASS EXERCISE 3

    Class Exercise 3 emphasizes non-traditional thought as it might be applied

    to the problem solving process.

    Bill wants to pay Jeff with one link of chain for each of the seven days

    that Jeff will be working. The two men do not trust each other. Jeff wants

    to be paid in full at the end of each working day. Bill wants to give Jeff

    only the number of links he has earned at the end of each day.Unfortunately the chain cutters are in poor condition and only have

    enough life left in them to separate one link of the chain. Can only one

    link be separated and still satisfy both Bill and Jeff?

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    DAY 1DAY 2 DAY 4

    SEVEN LINKS OF A CHAINSOLUTION

    Day 1 = Day 1Day 2 = Day 2 (Return Day 1)Day 3 = Day 2 + Day 1Day 4 = Day 4 (Return Day 2 + Day 1)Day 5 = Day 4 + Day 1Day 6 = Day 4 + Day 2 (Return Day 1)Day 7 = Day 4 + Day 2 + Day 1

    If the third link is cut, Bill can pay Jeff the exact amount of links he has

    earned for each day.

    This exercise provides an example of a non-traditional give and take

    thought process.

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    TROUBLESHOOTING STRATEGIES Shotgun Approach - "Parts Replacer"

    Thorough Search Approach - "Test Everything"

    System Approach - "Get the Schematic"

    Split Half Approach - "Divide the System in Two"

    Knowledge Based Search - "Picture the System"

    TROUBLESHOOTING STRATEGIES

    Most troubleshooting processes generally fall into one of several different

    types of strategies. Knowing how to apply the strategies or which strategy

    to use is not important. The significance of reviewing these strategies is

    to recognize that technicians often resort to a strategy (whether right or

    wrong) when diagnosing a fault.

    The Shotgun Approach, or the trial and error approach results in parts

    replacement and tests that are performed randomly and in no particular

    order. Success is generally luck. Novices often believe this is the most

    time saving and least cost approach. Example: The serviceman receives

    an operator complaint that the blade on a track-type tractor will not lift

    when the lever is pulled. He operates the machine to confirm the report

    and decides there must be no hydraulic oil flow. The serviceman replaces

    the pump. He operates the machine and finds the blade still will not lift.

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    Using a pressure gauge he finds that the problem is low pressure, not low

    flow. He now replaces the much less expensive relief valve which solves

    the problem.

    INSTRUCTOR NOTE: At this point, insert examples from your own

    dealership/experience of the shotgun approach to problem solving.

    In the Thorough Search Approach all individual components are tested in

    no particular order. The problem may be found, but the process may be

    very time consuming and can get bogged down quickly with complex

    systems. Example: The serviceman receives an operator complaint that

    the late model track-type tractor will not move in either direction. Having

    just completed an electronics class, he hooks up Electronic Technician

    (ET) and proceeds to find no active or logged faults. He now hooks up

    Dataview only to find the main relief valve pressure low. A logical

    approach would have been to use the Caterpillar Monitoring System on

    the machine and a couple of pressure gauges to determine the problem.

    INSTRUCTOR NOTE: At this point, insert examples from your own

    dealership/experience of the thorough search approach to problem

    solving.

    The System Approach uses systems diagrams or schematics to provide the

    technician with a roadmap of the system. The troubleshooter is now

    starting to understand not only the WHAT but also the WHY. Many

    people function at this level. At times the serviceman stops at the firstpart in the system that he sees that could possibly cause the problem

    described. He tends not to pursue all possible causes to determine the true

    root cause of the problem.

    INSTRUCTOR NOTE: At this point, insert examples from your own

    dealership/experience of the system search approach to problem

    solving.

    In the Split Half Approach, the area containing the problem is divided in

    half and tested to determine in which half the problem lies. This process

    of elimination narrows the search, but machine systems dont always

    allow for easy testing at a halfway point. The technician must often

    devise nonstandard tests to implement the Split Half Approach. This is a

    powerful tool in the troubleshooters toolbox. Example: A serviceman

    receives an operator complaint that a hydrostatic track-type loader slows

    to a crawl or sometimes stops when attempting a turn. He connects a

    hydraulic test group to the hydrostatic transmission and finds all pressures

    within the normal range. He continues to try to adjust the transmission to

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    achieve proper turning by raising adjustments to the upper limits. After a

    factory call, he installs an engine tachometer and finds that the high idle

    engine speed drops over 150 rpm more than the test specification when

    stalling against the implement hydraulic pump. This test, if done initially,

    would have immediately split the problem between the hydrostatictransmission and the engine, indicating the problem was low engine

    power.

    INSTRUCTOR NOTE: At this point, insert examples from your own

    dealership/experience of the split-half approach to problem solving.

    When using the Knowledge Based Search, the technician conceptualizes

    system faults to help devise meaningful and productive tests to verify

    theories. The technician asks questions to narrow the focus to the most

    likely causes of the problem, which speeds the troubleshooting process

    and improves efficiency. It allows the troubleshooter to conceptualize

    system faults in their minds so they can devise meaningful and productive

    tests to verify their theories. The Knowledge Based Search strategy

    incorporates parts of all the strategies.

    INSTRUCTOR NOTE: At this point, insert examples from your own

    dealership/experience of the knowledge based search approach to

    problem solving.

    NOTE: Follow a logical process and do not get locked into one

    particular strategy.

    INSTRUCTOR NOTE: Have the students discuss situations where

    they may have used the troubleshooting strategies.

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    CLASS EXERCISE 4

    This is another exercise designed to show the change in the thought

    process when becoming a better troubleshooter.

    Objective: Make four identical triangles using only the six toothpicks

    provided.

    All triangles must be the same length on each side and equal in area.

    Most people will try to arrange the toothpicks while laying them flat on

    the table. Is this the only way to approach the problem? Think about

    solving this problem in three dimensions.

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    SIX TOOTHPICKS

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    Build a pyramid out of the toothpicks to solve the problem.

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    SIX TOOTHPICKSSOLUTION

    BUILD A PYRAMID

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    Receive, InterpretReport

    DoesProblem

    TrulyExist?

    OperatorInduced?

    Look for ObviousCheck Basics

    Gather DiagnosticAids and Info

    Clear ProblemInstruct Operator

    Apply SelectedProcess

    Identify Root Cause,Generate Solution

    Solved?

    Repair and Follow upComplete paperwork

    Done

    N

    Y

    Y

    N

    N

    Y

    TROUBLESHOOTING PROCESS FLOWCHART

    TROUBLESHOOTING PROCESS

    This flowchart outlines a basic troubleshooting process. Its important to

    realize that this process chart does not necessarily have to be followed in

    the exact order shown here. The goal is to use the steps of the process

    based on the nature of the fault.

    The problem may be so obvious that a technician can identify both the

    problem and the cause immediately. Depending on technician experienceand the scope of the problem, the technician may mentally process these

    flowchart steps in an instant.

    However, there are other problems that are not so obvious which may take

    a technician several hours of hard mental and physical labor to come to a

    conclusion and repair the problem successfully. The problem or failure

    may be obvious, but an organized investigation may be required to

    identify the cause.

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    Receive, Interpret

    Report

    DoesProblem

    TrulyExist?

    OperatorInduced?

    Look for ObviousCheck Basics

    Gather DiagnosticAids and Info

    Clear ProblemInstruct Operator

    Apply SelectedProcess

    Identify Root CauseGenerate Solution

    Solved?

    Repair and Follow upComplete paperwork

    Done

    N

    Y

    Y

    N

    N

    Y

    TROUBLESHOOTING PROCESS FLOWCHART

    VERIFY

    IDENTIFY INTERVIEW

    OPERATE

    DEFINE

    The first step in the troubleshooting process is to verify that a problem

    truly exists. Identify the problems and the symptoms and to talk to the

    operator who actually operates the equipment.

    Gather information and write a problem statement that accurately

    describes the problem and allows the writing of is/is not statements. The

    expert troubleshooter makes sure to spend as much time as required in this

    phase of the process. Time spent "up front" can have a huge effect on the

    overall time required to solve the problem.

    This initial information can be received from a service manager or by a

    phone conversation with the owner, job site manager, engineer, operator,

    or by other means. This information is not always as complete and

    detailed as the technician needs to diagnose a problem. However, with a

    Serial Number and Arrangement Number, and the initial information, the

    technician will be able to acquire the history folder, service manuals,

    bulletins, proper tools, and parts.

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    Ask what the problem is, when the condition occurs, where or under what

    conditions the problem occurs, how often the problem occurs, and if the

    problem is intermittent.

    Verify the problem exists. Operate the machine to duplicate the problem,

    preferably under similar operating conditions. Compare the operation to a

    known good machine. Perform sensory checks such as looking, listening,

    touching, and smelling to verify a problem exists.

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    Receive, InterpretReport

    DoesProblem

    TrulyExist?

    OperatorInduced?

    Look for ObviousCheck Basics

    Gather DiagnosticAids and Info

    Clear ProblemInstruct Operator

    Apply SelectedProcess

    Solved?

    Repair and Follow upComplete paperwork

    Done

    N

    Y

    Y

    N

    N

    Y

    TROUBLESHOOTING PROCESS FLOWCHART

    SIMPLE

    QUICK

    CHEAP

    Identify Root CauseGenerate Solution

    When troubleshooting, always perform a visual inspection first to look for

    the obvious. Its important to remember to check the basics. The Pareto

    principal states that "20% of the sources cause 80% of the problems."

    Many problems appearing complex are really just a manifestation of a

    simple problem.

    When devising tests to check the basics, the simple, quick, and cheap

    philosophy should guide our decisions. Typical items that should be

    inspected during a visual inspection include checking fluid levels,checking lines and connections for damage or leaks, and checking control

    linkages for damaged or broken components.

    Don't spend too much time checking the basics because the purpose is to

    eliminate the obvious causes of the problem and not perform extensive

    testing. The visual inspection will also help identify what other resources

    may be required to further investigate the problem.

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    Receive, InterpretReport

    DoesProblem

    TrulyExist?

    OperatorInduced?

    Look for ObviousCheck Basics

    Clear ProblemInstruct Operator

    Apply SelectedProcess

    Solved?

    Repair and Follow up

    Complete paperwork

    Done

    N

    Y

    Y

    N

    N

    Y

    TROUBLESHOOTING PROCESS FLOWCHART

    DIAGNOSTIC TOOLS

    SERVICE INFORMATION

    PEERS OR SPECIALISTS

    Identify Root CauseGenerate Solution

    Gather DiagnosticAids and Info

    Based on the machine information gathered and the visual inspection,

    additional resources may be required to further investigate the problem.

    There are several resources available to help gain system knowledge and

    pinpoint machine problems.

    Finding information within the Caterpillar network is essential when it

    comes to improving troubleshooting procedures. The traditional sources

    of this information includes service information found in the Service

    Information System (SIS). Nontraditional sources of information withinthe Caterpillar network would include items such as the knowledge

    network or a web based resource comprised of technicians and employees

    world wide.

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    INSTRUCTOR NOTE: Have the students brainstorm a list of

    Caterpillar resources while you write them on the board. Don't

    discourage any suggestions by the students. Discuss the resources

    listed and answer any questions. Below is a partial list of resources to

    begin the discussion:

    Diagnostic tools

    Data View

    Caterpillar Electronic Technician

    Systems Operation, Testing, and Adjusting Manuals

    Troubleshooting Manuals

    Schematics

    Special Instructions

    Service Letters

    Product BulletinsTechnical Marketing Information (TMI)

    Disassembly and Assembly Manuals

    Caterpillar Product Analysts

    Caterpillar Service Training

    Other Technicians/Co-workers

    Operation and Maintenance Manuals

    Diagnostic Advisor

    Caterpillar Knowledge Network

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    Receive, InterpretReport

    DoesProblem

    TrulyExist?

    OperatorInduced?

    Look for ObviousCheck Basics

    Gather DiagnosticAids and Info

    Clear ProblemInstruct Operator

    Apply SelectedProcess

    Solved?

    Repair and Follow upComplete paperwork

    Done

    N

    Y

    Y

    N

    N

    Y

    TROUBLESHOOTING PROCESS FLOWCHART

    LIST POSSIBLE FAULTS

    DEVISE TESTS

    PERFORM TESTS

    COLLECT DATA

    Identify Root CauseGenerate Solution

    If the basic checks have failed to solve the problem, begin listing possible

    faults so a more detailed investigation may be pursued. A list of possible

    faults can be found in the troubleshooting section of the machine service

    information. Identify all systems and components that could be causing

    the problem, including the least obvious.

    The information should be placed on a sheet of paper in a chronological

    order according to the manner in which the technician would want to

    check or test the machine. The chronological order should be "easiest andcheapest to check first."

    In some cases the technician may need to return to different sources to

    gather information to help strengthen the thought process. This

    information needs to be more detailed and precise.

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    Create a list of tests that should be performed based on the possible faults

    identified. Describe what the tests would determine and what results are

    expected from the testing. Prioritize the tests as to which sequence they

    should be performed in. As a general rule, always do the easiest tests

    first. Also, list diagnostic tooling required to perform the tests.

    In some cases there may be more than one problem affecting the way the

    machine is operating. Separate the different symptoms. If possible, work

    each symptom separately.

    Use the completed checklist to plan appropriate action and connect the

    tooling. Testing is a time consuming and expensive operation. Collect all

    data needed to ensure that all requirements are fulfilled with one test (if

    possible). Connect all test equipment with a systematic approach to

    reduce the number of possible causes and eliminate any preconceived

    ideas. If some risk is involved, the machine is not operable, or the testing

    did not reveal the needed information, obtain data from other sources, as

    necessary.

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    Receive, InterpretReport

    DoesProblem

    TrulyExist?

    OperatorInduced?

    Look for ObviousCheck Basics

    Gather DiagnosticAids and Info

    Clear ProblemInstruct Operator

    Apply SelectedProcess

    Solved?

    Repair and Follow upComplete paperwork

    Done

    N

    Y

    Y

    N

    N

    Y

    TROUBLESHOOTING PROCESS FLOWCHART

    ANALYZE TEST DATA

    IDENTIFY CAUSE

    Identify Root CauseGenerate Solution

    When the test data has been collected, compare the test data with some

    baseline data. When analyzing data, be very careful of preconceived

    ideas. Analyzing data includes evaluating component performance,

    understanding how components and systems interact, how components

    work correctly, and how the system reacts if a component is faulty.

    Never correct the failure without identifying the cause. An analysis of the

    data should identify the problem. If the cause is not yet obvious, more

    testing, data collection, and analysis will be necessary. The technician

    may have to vary one thing at a time to test the possible cause, especially

    when not familiar with the system.

    INSTRUCTOR NOTE: Explain to the students that during

    troubleshooting, the majority of the time is spent performing tests

    and interpreting the test results.

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    Receive, InterpretReport

    DoesProblem

    TrulyExist?

    OperatorInduced?

    Look for ObviousCheck Basics

    Gather DiagnosticAids and Info

    Clear ProblemInstruct Operator

    Apply SelectedProcess

    Solved?

    Repair and Follow upComplete paperwork

    Done

    N

    Y

    Y

    N

    N

    Y

    TROUBLESHOOTING PROCESS FLOWCHART

    COMPLETE REPAIR

    VERIFY REPAIR

    DOCUMENT REPAIR

    Identify Root CauseGenerate Solution

    After isolating the component(s), which is suspected to be causing the

    problem, either adjust, repair, or replace the component(s).

    When repairing a machine, never assume the new part is OK. Install the

    new or rebuilt part and return the machine systems to original

    configuration. A well defined outline should have been completed so that

    no steps are left out of the service report. There are six basic repair

    procedures that should be followed closely:

    1. Always wear safety clothing and practice safety precautions andrules;

    2. Protect all new and used parts from damage;

    3. Clean and lubricate the machine parts as per the Service Manual;

    Do not place alternative lubricants on parts;

    4. Use the proper tools;

    5. Follow the correct procedure using the appropriate Caterpillar

    literature; and

    6. Pay close attention to details.

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    After completing the repair, always verify the machine is operating

    correctly. Perform an operational check or a specific test that ensures the

    repair has fixed the problem. If the fault remains after checking the repair

    (or a new fault appears) go through the troubleshooting procedure again.

    Is there is a basic process that can be changed to prevent or minimize the

    problem from reoccurring? For example, do the operating conditions

    require more frequent filter changes than normal?

    After the repair is completed and verified, complete the required

    documentation (service report). Document the problem, the cause, and

    what was required to repair it. Build a database for future use. Accurate

    and complete information on the service report is important because it

    stays with the machine and is useful when diagnosing future problems.

    Troubleshooting information can take many forms, such as a well-planneddata sheet that is filled out on a regular basis, or a simple log sheet if it

    has frequent entries. It can be a dealer service report, notes written on a

    log book margin, casual observations from an operator, or a chief

    engineer that has a good memory. When the need exists to solve a

    machine problem, or piece together a number of clues that will identify

    the cause of a failure, all information is significant. Service personnel

    should encourage their customers to keep good machine records.

    NOTE: When troubleshooting a machine, the troubleshooting steps

    may overlap and be repeated many times unconsciously during theprocess. On the other hand, for difficult problems the steps may have

    to be deliberately outlined and the data collected, organized, and

    carefully analyzed to solve the problem.

    SERV3151 - 28 -

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    18

    CASE STUDY

    The case study provided (Serviceman's Handout No. 1) is an actual fault

    that was diagnosed and repaired in the field.

    INSTRUCTOR NOTE: Distribute the case study and have the

    students list the diagnostic steps that were performed during the fault

    diagnosis on the Case Study Worksheet.

    Ask the students if the bail fault could have been diagnosed more

    efficiently. Discuss the completed worksheets. Create a new list of

    diagnostic steps with the students, utilizing the troubleshooting

    process. List reference material and tooling that could have been

    used.

    SERV3151 - 29 -

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    CASE STUDY

    Bail Not Operating

    627G Wheel Tractor-Scraper

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    19

    CONCLUSION

    The real world is never as simple as the diagrams depicted in training

    courses appear. Thats why the basics must be emphasized. Failure to

    follow a process can often lead to disastrous results. Eliminate the

    obvious. Follow the troubleshooting process. Use the highest level

    troubleshooting approach that you are comfortable with. Follow up after

    the troubleshooting process and dont try to shortcut it. Work smarter, not

    harder.

    INSTRUCTOR NOTE: At this time, the students should

    demonstrate the use of the troubleshooting process by diagnosing

    instructor installed machine faults. Have the students complete a

    Troubleshooting Worksheet for each machine fault diagnosed.

    After the students have completed diagnosis, review the diagnostic

    steps performed and complete the Troubleshooting Review

    Worksheets with the students to evaluate their understanding of the

    troubleshooting process.

    SERV3151 - 30 -

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    1. Technician using diagnostic tool

    2. Washer and bolt exercise

    3. Washer and bolt exercise answer

    4. Mastermind exercise

    5. Troubleshooting traits

    6. Seven links of a chain exercise

    7. Seven links of a chain exercise answer

    8. Troubleshooting Strategies

    9. Six toothpicks exercise

    10. Six toothpicks exercise answer

    11. Troubleshooting process flowchart

    12. Troubleshooting process flowchart (receive

    and interpret report)

    13. Troubleshooting process flowchart (look for

    obvious and check basics)

    14. Troubleshooting process flowchart (gather

    diagnostic aids and info)

    15. Troubleshooting process flowchart (apply

    selected process)

    16. Troubleshooting process flowchart (generate

    solution)

    17. Troubleshooting process flowchart (repair

    and follow up)

    18. Case study

    19. Technician using diagnostic tool

    VISUALS LIST

    SERV3151 - 31 -

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    SERV3151 - 32 - Serviceman's Handout No. 1

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    627G Wheel Tractor-Scraper Case Study

    Bail Does Not Operate

    The service department was informed that the bail would not operate. The technician operated the

    machine to verify that the problem existed. The bail would not raise, although it did appear to jerk very

    slightly when the bail switch was activated. When operating the machine, the technician also noticed

    that the cushion-hitch did not function. The ejector, bowl, and apron functions appeared to operate

    normally.

    The technician noticed that there were no active codes on the Caterpillar Monitoring System. Next, the

    technician used ET to look at logged codes and to check other parameters. There were no codes related

    to the bail problem. By studying the hydraulic schematic, the technician was able to determine that the

    pump, which provided oil flow to the bail, also provided oil flow to the cushion-hitch and implement

    pilot system.

    Main system pressure was checked. The pressure was 1930 kPa (280 psi) and should have been

    15160 kPa (2200 psi). When the technician reviewed the print, he noticed that both the cushion-hitch

    valve and the bail control valve had possible paths for system leakage to the tank. The decision was

    made to isolate one of the systems to pin point the problem. The cushion-hitch supply was blocked off,

    but the bail still would not raise. The supply line to the cushion-hitch was reattached. Next, the bail

    supply oil was blocked off and the cushion-hitch operated normally. The technician assumed the

    problem was in the bail control valve.

    The drawing of the bail control valve in the systems operation manual was used to determine whatcomponent of the valve might allow supply oil to flow to the tank. The technician decided to start with

    the line relief valve. Upon disassembly, the technician discovered that a small snap ring had fallen off

    the line relief spool allowing the spool to exit the end of the relief valve body. This provided a path for

    supply oil to travel directly to the tank. System pressure was not able to build to the required 15160 kPa

    (2200 psi).

    All hydraulic lines were connected and fluid levels were checked. All hydraulic systems functioned

    correctly. As a last step, the technician checked all oil pressures to ensure that all systems were adjusted

    according to specification.

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    ReceiveProblem

    Report

    InterpretProblem

    Report

    LocateEquipment

    GatherHistory,check

    Configuration

    InterviewO

    perator

    VerifySymptoms

    OperateEquipment

    DoesProblem

    TrulyExist?

    RefineProbStatement

    ifRequired

    Operator

    Induced?

    ClearProblem

    Ins

    tructOperator

    Lookfortheobvious

    CheckBasics(within

    reason)

    Problem

    Solved?

    PM

    Needed?

    DoPreventative

    Maintenance

    GatherDiagnostic

    Aids

    Mak

    eFinalChecks

    V

    erifyRepair

    YY

    Y

    N

    N

    N

    N

    ApplySelecte

    d

    DiagnosticProc

    ess

    Complete

    Paperwork

    Thorough

    Search

    System

    Search

    Split/

    Half

    Knowledge

    Based

    Generate

    Solution

    Problem

    Solved?

    Implement

    Repair

    FollowUp?

    Shotgun

    Approach

    TROUBLES

    HOOTINGFLOWCHART

    N

    Y

    Y

    SERV3151 - 33 - Serviceman's Handout No. 2

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    SERV3151 - 34 - Serviceman's Handout No. 3

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    Case Study Worksheet

    Directions: Use this worksheet to list each step performed during the case study. List the tooling and

    reference material that is stated in the case study.

    1. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    2. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    3. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    4. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    5. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    6. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    7. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

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    SERV3151 - 35 - Serviceman's Handout No. 4

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    Troubleshooting Worksheet

    Directions: Use this worksheet to list each step performed while diagnosing a machine fault. Below

    each step list any reference material and tooling used.

    Operator Complaint:_________________________________________________________

    1. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    2. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    3. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    4. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    5. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    6. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    7. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

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    SERV3151 - 36 - Serviceman's Handout No. 5

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    Troubleshooting Worksheet (Continued)

    8. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    9. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    10. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    11. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    12. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    13. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    14. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    15. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

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    SERV3151 - 37 - Serviceman's Handout No. 6

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    Troubleshooting Review Worksheet

    Directions: The instructor and students should complete this worksheet together after the machine fault

    has been repaired. Could the diagnosis have been performed more effectively? If so, list the diagnostic

    steps, reference materials, and tooling that might have pinpointed the fault quicker.

    Operator Complaint:_________________________________________________________

    1. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    2. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    3. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    4. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    5. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    6. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    7. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

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    SERV3151 - 38 - Serviceman's Handout No. 7

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    Troubleshooting Review Worksheet (continued)

    8. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    9. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    10. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    11 __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    12 __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    13 __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    14. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

    15. __________________________________________________________________________

    Reference Material: _________________________________________________________

    Tooling: __________________________________________________________________

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    INSTRUCTOR NOTES

    SERV3151 - 39 -

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