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Transcript of 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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TTRROOUUBBLLEESSHHOOOOTTIINNGG
IINNTTRROODDUUCCTTIIOONN
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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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.
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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.
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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.
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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
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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
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