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Integrated Technical
Instruction Module
Table of Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Objectives/Student Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Lesson Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Preparation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Visual/Text Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Laboratory Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Posttest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Introduction
This Integrated Technical Instruction Module is designed to introduce service technicians to the H-Series
Motor Grader Implement Hydraulics and Steering System. Emphasis is placed on component location,
function and oil flow through the system. This Integrated Technical Instruction Module is designed for
Level II field service personnel, resident mechanics, technical communicators and shop technicians.
Prerequisites
All students should have some overall experience with Caterpillar equipment and have a basic working
knowledge of servicing electrical and electronic systems. Basic computer skills are also required.
Prerequisite tests should be administered at least a few weeks before the participant takes the course.
Participants should pass the following pretests with a score of 90% or better:
If a participant does not accomplish 90% or better, identify the area of deficiency and then refer to the
pretest for the recommended course or courses for the student to review. After ample review time, the
student should retake the test.
NOTE:
Understanding the operation and function of the systems on the H-Series Motor Graders is
critical for troubleshooting. It is also important to be able properly test and adjust the systems.
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Objectives/Student Evaluation
Student Name: ________________________ Instructor(s):_______________________
Instructor
Did student accomplish the following objectives? Additional remarks
Yes No
1. Given an operation and maintenance guide or a service manual
module and a machine, locate and identify the major components
on a worksheet during a lab exercise.
Instructor(s):
Lesson Plan
Introduction 15 min.
Discuss objectives and class schedule
Hand out and discuss student material
Visual Presentation: Implement Hydraulics and Steering System Operation 1hr. 15 min.
Piston Pump (Hydraulic and Steering)
Combination Valve
Implement System
Control Valve (Implement)
Control Valve (Blade Lift)
Steering System
Metering Pump (Steering)
Lab E: Trace Oil Flow through the Steering Hydraulic System 30 min.
Lab F: Trace Oil Flow through the Implement Hydraulic System 30 min.
Posttest 30 min.
Administer Posttest
Review and Discuss Posttest Results
Preparation Checklist
Prior to conducting the training session, gather and review the following H-Series Motor Grader Materials:
__ Implement Hydraulics and Steering Systems Operation - (e.g., RENR4113 for 143H/163H)
Have at least one copy of the following materials available for student and instructor reference during
classroom presentations and laboratory use, for the specific motor grader model to be used in laboratory
exercises. (The materials listed below in parentheses, for example, cover the 143H and 163H Motor
Graders.)
__ Multimeter
__ Communication Adapter II
__ Serial Cable
NOTE:
Refer to the recommendations in the Booklet "ET Service Tool Software/Getting Started" for a PC
Laptop selection suitable for ET software.
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Visual/Text Reference
This training package does not contain the traditional Slide Text Reference included in Technical
Instruction Modules. Instead, the Service Manual systems operations module "Implement Hydraulics and
Steering System" (for the motor grader model to be used in class laboratory exercises) must be used for
preparation and self study. The Lesson Plan serves as a guide through the Service Manual module.
The visual presentation is separated into sections covering the implement hydraulics and steering
system. Lab exercises provide the student with an opportunity to locate and identify the system
components and perform testing and adjusting procedures on selected components and systems.
The visual .pdf presentation file labeled "All_Visuals" contains every visual represented in the Service
Manual module. The visual presentation labeled "Instructor_Visuals" contains the visuals needed for
classroom instruction and eliminates duplicate visuals that are shown in Service Manual module.
Laboratory Exercises
The pages that follow provide lab exercises to reinforce the visual presentation.
Some lab exercises are the written type with worksheets, while other labs are the traditional "on the iron"
labs. Some answers are provided for the worksheet exercise, while other labs reference the Testing and
Adjusting procedures of the System Operation/ Testing and Adjusting Manual. Answers, when
applicable, are provided in the Instructor Answer Key.
At the beginning of each lab, have all students review the lab description to be sure the students
understand what to do during the lab.
Lab G: Diagnostics
NOTE:
Discuss safety procedures with the students for each shop lab. (i.e. safety glasses, clothing).
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___ ACCUMULATOR
NOTE:
Tags with letters A through H should be placed on machine components, per the location map
on Worksheet 2, and students should conduct this lab on the machine. Alternately, when a
machine is not available Worksheet 2 may be used as a classroom lab exercise.
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C D
A B
E
G H
F
___ ACCUMULATOR
FLOW COMPENSATOR
PRESSURE COMPENSATOR
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A B COMBINATION
VALVE
HOLD
C
D
E
F
G H
STEERING ACCUMULATOR
TYPICAL
A
B IMPLEMENT VALVE
C
HOLD
E F G H
ROTARY ACTUATOR
COUNTERBALANCE SPRING
CENTERING SPRING
COMPENSATOR VALVE
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E
F
G H I
J K
MANIFOLD
ROD OUT
ROD OUT
ROD OUT
CENTERSHIFT ROD IN
ROD OUT
SIDESHIFT ROD IN
ROD OUT
SCARIFIER ROD IN
ROD OUT
ROD OUT
ARTICULATION ROD IN
ROD OUT
ROD OUT
STEERING ROD IN
ROD OUT
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MARGIN PRESSURE
STEERING ACCUMULATOR
Accumulator pressure
STEERING
CYLINDERS STEERING HAND GEROTOR
METERING UNIT
ROTARY
SLEEVE
STEERING HYDRAULIC SYSTEM
RIGHT TURN SUPPLY
CHECK VALVE
ANTI-CAVITATION
LINE RELIEFS WITH CHECK VALVE
ANTI-CAVITATION VALVES
PRESSURE
COMPENSATOR
SIGNAL
RESOLVER
SIGNAL PRIORITY
BLEED VALVE
SIGNAL
RELIEF
TANK MAIN
RELIEF ACCUMULATOR
PORT A PORT B
BLADE LIFT VALVE
COMPENSATOR FULLY SHIFTED TO THE RIGHT
VALVE
SIGNAL
CONTROL FROM CHECK BALL
STEM PUMP
TO COMBINATION
VALVE
MANIFOLD
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COMPENSATOR
COMPENSATOR
VALVE
VALVE
TO TANK
CONTROL
STEM
SIGNAL SIGNAL
CHECK BALL CHECK BALL
FROM PUMP FROM PUMP
(OPEN) (SEATED)
TO
COMBINATION
VALVE
MANIFOLD
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Lab G: Diagnostics
Lab G Worksheet
Directions: The laboratory exercise machine has a bug installed by the instructor. As a result, the
machines performance is such that the operator has complained the machine works slow or even quits
working.
1. Create a list of potential problems which could account for the symptoms reported:
Case Study
Directions: Students may use appropriate service literature and class notes to complete this case study.
Situation: The operator of a motor grader complained that, even though all the implements were
working, all implements were slow except for the Wheel Lean. The dealer service technician confirmed
that Wheel Lean cycle time was within service manual specifications, but that other implement operations
were slow.
Gather Information: List at least three questions you would ask the operator.
1.
2.
3.
Verify: Verify the problem exists. Operate the motor grader, if possible, to verify the problem exists.
Perform sensory checks such as looking, listening, touching, and smelling.
Perform Visual Inspection: When troubleshooting always perform a visual inspection first. Look for the
obvious. List at least three items that should be inspected during a visual inspection.
4.
5.
6.
State Problem: After verifying a problem exists, state in your own words what the problem is (not
solution).
7.
List Possible Faults: List possible causes of the problem. Identify systems and components that could
be causing the problem, including the obvious.
8.
9.
10.
Test to Determine Root Cause: List the tests that could be performed to find the root cause of the
problem.
11.
12.
Fix Machine: Perform tests if necessary and fix the motor grader.
13.
Verify Repair: After completing the repair, always verify the machine is operating correctly.
14.
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3. The most likely reason that the temperature of the system oil is too hot is ..
5. The priority valve gives the steering system priority of pump supply oil flow over the implements.
A. TRUE
B. FALSE
6. The steering accumulator helps prevent erratic operation (jerkiness) in the steering operation:
A. TRUE
B. FALSE
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8. The signal bleed valve prevents a trapped signal pressure condition by continuously leaking a small
flow of oil out of the circuit.
A. implement signal
B. steering signal
C. main implement
D. main steering
9. If additional implement valves need to be added to a machine, the existing valve bank .
A. must be removed
B. does not need to be removed
10. Lock check valves have been incorporated into each implement control valve:
A. TRUE
B. FALSE
11. The most likely reason that the steering system would have hard, or jerky, spots when an implement
is used is that .
13. The most likely reason that blade float will not function in one valve is that .
14. The steering line relief valves are located in the combination valve:
A. TRUE
B. FALSE
15. To balance the lever force in both directions of implement lever travel, a spring
is added at one end of the stem.
A. detent
B. centering
C. counterbalance
D. torsional
16. The most likely reason that the pump does not return to low pressure standby after an implement
pump is used is .
17. The most likely reason that the steering wheel does not stop when the operator steers against the
stop is .
A. TRUE
B. FALSE
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A. TRUE
B. FALSE
21. The pump signal resolver selects the higher of the pressures that enter the combination valve from
the implement circuit and the circuit.
A. steering
B. all wheel drive
C. transmission charge
D. none of the above
22. If the operator requests more oil flow from the pump than the pump is capable of producing, oil will
stop flowing to one or more implements, based on the priority of the implement circuits.
A. TRUE
B. FALSE
23. The signal pressure relief valve limits the pressure to the implement pump.
A. cutoff
B. charge
C. purge
D. signal
24. The steering accumulator helps maintain consistent pressure to the hand metering unit (HMU):
A. TRUE
B. FALSE
25. The most likely reason the operator would complain that steering wheel does not turn the correct
number of turns is .
26. The most likely reason that the implements do not work but the steering does is .
A. TRUE
B. FALSE
28. The main relief valve protects the system if the compensator fails to destroke the pump at .
A. margin pressure
B. signal relief pressure
C. high pressure cutoff pressure
D. lift circuit line relief pressure
29. The most likely reason the operator would complain that only one implement circuit is functioning
properly is .
30. The most likely reason the operator would complain that the implements will not function properly
when one circuit is stalled is .
Lab A
C D
A B
E
G H
F
F ACCUMULATOR
D HYDRAULIC TANK
G COMBINATION VALVE
Lab B1
C FLOW COMPENSATOR
B PRESSURE COMPENSATOR
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Lab B2
A B COMBINATION
VALVE
HOLD
C
D
E
F
G H
A STEERING ACCUMULATOR
Lab B3
TYPICAL
A
B IMPLEMENT VALVE
C
HOLD
E F G H
H ROTARY ACTUATOR
E COUNTERBALANCE SPRING
G CENTERING SPRING
D COMPENSATOR VALVE
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Lab B4
E
F
G H I
J K
MANIFOLD
Lab C
N/A
Lab D
N/A
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Lab E
Directions: Trace the flow of oil through the system using colored pencils to show:
STEERING
CYLINDERS STEERING HAND GEROTOR
METERING UNIT
ROTARY
SLEEVE
STEERING HYDRAULIC SYSTEM
RIGHT TURN SUPPLY
CHECK VALVE
ANTI-CAVITATION
LINE RELIEFS WITH CHECK VALVE
ANTI-CAVITATION VALVES
PRESSURE
COMPENSATOR
SIGNAL
RESOLVER
SIGNAL PRIORITY
BLEED VALVE
SIGNAL
RELIEF
TANK MAIN
RELIEF ACCUMULATOR
Lab F1
Directions: Trace the flow of oil through the system using colored pencils to show:
PORT A PORT B
BLADE LIFT VALVE
COMPENSATOR FULLY SHIFTED TO THE RIGHT
VALVE
SIGNAL
CONTROL FROM CHECK BALL
STEM PUMP
TO COMBINATION
VALVE
MANIFOLD
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Lab F2
Directions: Trace the flow of oil through the system using colored pencils to show:
COMPENSATOR
COMPENSATOR
VALVE
VALVE
TO TANK
CONTROL
STEM
SIGNAL SIGNAL
CHECK BALL CHECK BALL
FROM PUMP FROM PUMP
(OPEN) (SEATED)
TO
COMBINATION
VALVE
MANIFOLD
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Lab G
Directions: The laboratory exercise machine has a bug installed by the instructor. As a result, the
machines performance is such that the operator has complained the machine works slow or even quits
working.
The instructor has bugged the machine by lowering the signal relief valve pressure by turning the
adjustment screw out one (1) turn.
This bug will simulate a broken spring in the signal relief valve.
The bug will cause very slow, or no response from an implement when the implement control lever is
moved, because signal pressure in the flow compensator spring chamber is low and the flow
compensator valve will destroke the pump prematurely.
Students should identify reduced signal pressure as a potential problem, and perform the pressure test to
identify / confirm that the signal relief valve pressure is low.
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Case Study
Directions: Students may use appropriate service literature and class notes to complete this case study.
Situation: The operator of a motor grader complained that, even though all the implements were
working, all implements were slow except for wheel lean. The service technician confirmed that Wheel
Lean cycle time was within service manual specifications, but that other implement operations were slow.
Gather Information: List at least three questions you would ask the operator.
1. When did the problem first occur?
3. What happens if the wheel lean lever is moved at the same time another implement lever is
moved?
Verify: Verify the problem exists. Operate the motor grader, if possible, to verify the problem exists.
Perform sensory checks such as looking, listening, touching, and smelling.
Perform Visual Inspection: When troubleshooting always perform a visual inspection first. Look for the
obvious. List at least three items that should be inspected during a visual inspection.
4. Signs of damage to implement control valves.
State Problem: After verifying a problem exists, state in your own words what the problem is (not
solution).
7. All implements are responding slowly except for the Wheel Lean.
List Possible Faults: List possible causes of the problem. Identify systems and components that could
be causing the problem, including the obvious.
8. Implement pump (including flow and pressure control valve) problem.
Test to Determine Root Cause: List the tests that could be performed to find the root cause of the
problem.
11. Check low pressure standby and hydraulic system maximum pressure.
12. Check implement signal to compare signal pressure from wheel lean control valve and others.
Verify Repair: After completing the repair, always verify the machine is operating correctly.
14.
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3. The most likely reason that the temperature of the system oil is too hot is ..
5. The priority valve gives the steering system priority of pump supply oil flow over the implements.
A. TRUE
B. FALSE
6. The steering accumulator helps prevent erratic operation (jerkiness) in the steering operation:
A. TRUE
B. FALSE
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8. The signal bleed valve prevents a trapped signal pressure condition by continuously leaking a small
flow of oil out of the circuit.
A. implement signal
B. steering signal
C. main implement
D. main steering
9. If additional implement valves need to be added to a machine, the existing valve bank .
A. must be removed
B. does not need to be removed
10. Lock check valves have been incorporated into each implement control valve:
A. TRUE
B. FALSE
11. The most likely reason that the steering system would have hard, or jerky, spots when an implement
is used is that .
13. The most likely reason that blade float will not function in one valve is that .
14. The steering line relief valves are located in the combination valve:
A. TRUE
B. FALSE
15. To balance the lever force in both directions of implement lever travel, a spring
is added at one end of the stem.
A. detent
B. centering
C. counterbalance
D. torsional
16. The most likely reason that the pump does not return to low pressure standby after an implement
pump is used is .
17. The most likely reason that the steering wheel does not stop when the operator steers against the
stop is .
A. TRUE
B. FALSE
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A. TRUE
B. FALSE
21. The pump signal resolver selects the higher of the pressures that enter the combination valve from
the implement circuit and the circuit.
A. steering
B. all wheel drive
C. transmission charge
D. none of the above
22. If the operator requests more oil flow from the pump than the pump is capable of producing, oil will
stop flowing to one or more implements, based on the priority of the implement circuits.
A. TRUE
B. FALSE
23. The signal pressure relief valve limits the pressure to the implement pump.
A. cutoff
B. charge
C. purge
D. signal
24. The steering accumulator helps maintain consistent pressure to the hand metering unit (HMU):
A. TRUE
B. FALSE
25. The most likely reason the operator would complain that steering wheel does not turn the correct
number of turns is .
26. The most likely reason that the implements do not work but the steering does is .
A. TRUE
B. FALSE
28. The main relief valve protects the system if the compensator fails to destroke the pump at .
A. margin pressure
B. signal relief pressure
C. high pressure cutoff pressure
D. lift circuit line relief pressure
29. The most likely reason the operator would complain that only one implement circuit is functioning
properly is .
30. The most likely reason the operator would complain that the implements will not function properly
when one circuit is stalled is .