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Scheduled Oil Sampling (S O S) Analysis
To compliment a good preventive maintenance program, Caterpillar recommends using S O S analysis at regular scheduled intervals to monitor the condition of the engine oil and maintenance requirements of your engine.Obtain Sample
Each oil sample should be taken when the oil is warm and well mixed to ensure that the sample is representative of the oil in the crankcase. There are two methods recommended to obtain S O S samples from the engine crankcase.
Oil Sampling Valve* Use the sampling valve.* Use a sampling gun inserted into the sump. Refer to How to Take a Good Oil Sample, PEHP6001 for a step-by-step explanation if using this method of sampling crankcase oil.Caterpillar recommends using one of the above methods. If either of these methods are not possible, then use a drain stream method when changing oil. When using the drain stream to obtain the oil sample, do not sample from the beginning or end of drain stream. The oil at the beginning or end of the drain stream is not mixed well enough to be representative of the oil in the crankcase. Consult your Caterpillar dealer for complete information and assistance in establishing an S O S program for your engine.Oil Drain Intervals
The Maintenance Schedule assumes the use of SUPERIOR QUALITY API CG-4 (minimum) performance oil, which has sufficient TBN for fuels with less than 0.5 percent sulfur.Many conditions exist that can affect the selection of an optimum oil change period. The fundamental requirement in this decision must be to maintain the lube oil in an acceptable condition that provides continual engine protection. The quality and amount of oil available is balanced against oil ability to absorb combustion by-products. It is essential to include an S O S analysis of oil condition before oil change period adjustment is considered.All oils do not perform equally. A lower quality lube oil would require that the oil change intervals be reduced accordingly. If the sulfur content in the fuel is greater than 1.5 percent by weight, use an oil with a TBN of 30 and reduce oil change interval by one half the interval recommended in the Maintenance Schedule.If the engine crankcase oil has reached its condemning limits as established by the oil analysis program, refer to the topic, Engine Oil and Filter(s), in this publication for the procedure to change the crankcase oil and oil filters.Due to manufacturing tolerances, engine application and maintenance variation, all engines do not consume fuel and oil at the same rate. The amount of fuel consumed is in direct relation to the maximum oil change interval selected. Some history of fuel and oil consumed for each engine (or group of engines) in a similar application must be established.For a group of engines, average fuel consumption and add oil rate may be determined by multiplying the total quantity of fuel consumed by the operating (service) hours of the engines.For more information on adjusting or extending oil change intervals for specific applications, see your Caterpillar dealer.Engine Oil and Filter(s)
The engine must be on a level surface to perform this maintenance procedure.Refer to the Lubricant Specifications section of this manual for the recommended oil to use for this engine.Do not drain oil when the engine is cold. As oil cools, suspended waste particles settle on the bottom of the crankcase or oil pan. The waste particles are not removed with the draining cold oil. Drain the crankcase with the engine stopped and the oil warm. This allows for the draining of the waste particles that are suspended in the oil.Failure to follow this recommended procedure would result in these waste particles being recirculated through your engine lubrication system with the new oil.Change Oil
Obtain an oil sample for S O S (Scheduled Oil Sampling) analysis at this time.1. After the engine has been run at normal operating water temperature, STOP the engine. Remove the crankcase oil drain plug(s) and allow the oil to drain. If equipped with drain lines, turn knob on valve counterclockwise (CCW) to drain the oil.
Oil Drain Valve2. Install the oil drain plug(s). Tighten the plug(s) to 70 14 N m (50 10 lb ft). If equipped with a drain line valve, turn the valve knob clockwise (CW) to shut the drain.Change Filter(s)
Oil Filler Cap (1), Oil Filter (2), Oil Level Gauge (dipstick) (3), and Oil Drain Plug (4).1. Use a 2P8250 Filter Wrench to remove the oil filter (2) and optional bypass oil filter, if equipped.
Element with debris.2. Use a 4C5084 Oil Filter Cutter (which replaced the former 6V7905 Service Tool) to cut the oil filter open. Spread the pleats apart and inspect the element for metal debris. An excessive amount of debris in the oil filter element may be indicative of early wear or a pending failure.Use a magnet to differentiate between the ferrous and non-ferrous metals found in your oil filter element. Ferrous metals may indicate wear on the steel and cast iron parts of your engine.Non-ferrous metals may indicate wear on the aluminum, brass or bronze parts of your engine, such as main and rod bearings, turbocharger bearings and cylinder head wear.Due to normal wear and friction, it is not uncommon to find small amounts of debris in the oil filter element. Consult your Caterpillar dealer to arrange for further analysis if an excessive amount of debris is found in your oil filter element. 3. Wipe the sealing surface of the filter mounting base. Make sure all of the old gasket is removed. Change oil filter(s) at every oil change. Make sure to use the correct Caterpillar oil filter(s) for your engine arrangement.
Caterpillar oil filters are built to Caterpillar specifications. Use of an oil filter not recommended by Caterpillar could result in severe engine damage to your engine bearings, crankshaft, etc., as a result of the larger debris particles from unfiltered oil entering your engine lubricating system. Only use oil filters recommended by Caterpillar.
4. Apply a small amount of clean engine oil to the new filter