Installation of the 504-5707 Self-Cleaning Oil Filter and Centrifugal Oil Filter Kit On Certain C175 Off-Highway Truck Engines {1306, 1308, 1328} Caterpillar

Off-Highway Truck/Tractor

797 (S/N: 5YW1-UP)

797B (S/N: JSM1-UP)

797F (S/N: LAJ1-UP; WSP1-UP)

Introduction

Do not perform any procedure in this Special Instruction until you have read the information and you understand the information.

Safety Information

Most accidents that involve product operation, maintenance, and repair are caused by failure to observe basic safety rules or precautions. An accident can often be avoided by recognizing potentially hazardous situations before an accident occurs. A person must be alert to potential hazards, including human factors that can affect safety. This person should also have the necessary training, skills, and tools to perform these functions properly.

The information, specifications, and illustrations in this publication are based on information that was available at the time that the publication was written. The specifications, torques, pressures, measurements, adjustments, illustrations, and other items can change at any time. These changes can affect the service that is given to the product. Obtain the complete and most current information before you start any job. Cat dealers have the most current information available.

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When removing a major component or attachment, ensure that it is properly blocked or secured before removing mounting hardware. An assembly that is disconnected without proper blocking may shift or fall, resulting in serious injury or death of personnel or machine damage.

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Do not operate or work on this product unless you have read and understood the instruction and warnings in the relevant Operation and Maintenance Manuals and relevant service literature. Failure to follow the instructions or heed the warnings could result in injury or death. Proper care is your responsibility.

Caterpillar Channel 1 Videos

For supplemental information on this procedure, refer to the following video. The previous training has been replaced with the video below.

Note: A CWS login is required to access Caterpillar Channel 1. Scan the QR code below with a QR enabled device or copy the link that follows.

Illustration 1	g06306276

https://channel1.mediaspace.kaltura.com/media/Introduction+to+Visualization+Service+Procedures+%28VSP%29/1_92vjr92v

General Information

Oil Interval Information

When considering extending oil change intervals, a risk does exist of experiencing Copper levels greater than Caterpillar^® SOS guidelines. These events of elevated Copper can be experienced from extended hours on the oil, change in oil formulation, or significant changes in engine oil operating temperatures. Oil quality should be managed in accordance with SOS guidelines. Not changing the oil when these events are observed does present a risk of generating oil deposits on components such as under the crown of pistons and turbocharger shafts, which could reduce durability. Caterpillar recommends mitigating the risk of these increased Copper levels by installing the 491-0366 Oil Cooler Core As.

Reference: Refer to Special Instruction, M0084929, Process for Optimizing or Extending Oil Drain Intervals on Certain 797 Off Highway Trucks Equipped with Centrifugal Oil Filter for more information.

Graphic Color Description

Color-coding of targeted components, or sections of a part, is used to communicate a required action.

The descriptions below illustrate the different colors and what is represented when used in a graphic.

(Blue) The primary component of focus for a particular step. Target or primary component to be installed or removed. Installation implied unless otherwise noted with a symbol.

(CAT® Yellow) Description of parts.

(Yellow) Components placed aside for access, but not removed. Highlighted areas of adjustment, inspection, or special attention.

(Cyan) Special tools or other equipment required for use in a particular step.

(Light Gray) Components used for reference.

(Magenta) Any fastener, retainer, or electrical connector used to install or remove the primary component.

Graphic Symbol Description

This section includes all the symbol graphics used throughout the Visual Service Procedure (VSP), along with a brief description of what the symbol represents.

Attach

Compress, Load - To press together, to squeeze. To transfer weight or force to an object. The weight or force carried by an object.

Connect - To place in an electrical circuit. To join or fasten together.

Discard, Do Not Reuse - To cast aside as useless or undesirable in approved and responsible manner.

Disconnect - To remove from an electrical circuit. To separate.

Finger Tighten - To apply tension or torque with one digits and unaided by a tool or lever.

Insert - To place or fit into another object

Loosen - To make less tight. To set free. To release.

Remove - To take off.

Replace - To restore, or return, to a former or proper place.

Tighten - To make nearer to fully stretched, without slack, to apply tension or torque.

Torque Specifications

Refer to Torque Specifications, SENR3130 for standard torque specifications.

Kit Overview

The illustrations below show the components and systems that will be changed with the installation of this kit.

Illustration 2	g06309213

Illustration 3	g06309216

Removal Procedures

During removal internal systems can become exposed to contamination. Take necessary measures to cap or cover any open passages after removal of external components.

Valve Cover Removal

Illustration 4	g06292501

Illustration 5	g06292503

Rear Fumes Disposal and Breather Group Removal

Illustration 6	g06141119

Illustration 7	g06141306

PTO Cover Group Removal

Illustration 8	g06292480

Oil Tube Assemblies Removal

Illustration 9	g06145006

Illustration 10	g06145010

Illustration 11	g06145020

Illustration 12	g06145023

Oil Filter Base Removal

Illustration 13	g06145128

Illustration 14	g06145136

Illustration 15	g06145137

Illustration 16	g06291645

Side Cover Removal

Illustration 17	g06309059

Installation Procedures

During installation, contamination in the oil lubrication system must be prevented. Inspect all components before installing on the engine.

481-5916 Self-Cleaning Oil Filter Parts

Illustration 18	g06146396

Table 1

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	1	481-5915	Engine Oil Filter Gp	Illustration 20 (3)
2	6	8T-0372	Bolts	Illustration 19 (2)
3	6	292-3198	Hard Washers	Illustration 19 (2)
4	1	486-0461	Support As	Illustration 19 (1)
5	8	265-9596	Hard Washers	Illustration 19 (4)
6	8	8C-3281	Bolts	Illustration 19 (4)

481-5916 Engine Oil Filter Gp Installation

Table 2

Required Tooling
Item	Part Number	Part Name
A	-	Suitable Lifting Device

Illustration 19	g06146709

Illustration 20	g06146716

493-8384 Engine Wiring Gp Parts

Illustration 21	g06145944

Table 3

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	1	1B-5964	Spacer	Illustration 22 (1)
2	2	9X-6772	Cable Straps	Illustration 22 (5)
3	1	214-7566	O-Ring Seal	Illustration 22 (2)
4	1	216-4596	Elbow	Illustration 22 (2)
5	1	274-6719	Pressure Sensor Gp (ENGINE OIL BLOCK INLET)	Illustration 22 (3)
6	1	147-8856	Bracket As	Illustration 22 (1)
7	1	314-2490	Adapter	Illustration 22 (2)
8	1	493-8383	Wiring Harness	Illustration 22 (3)
9	1	177-4562	Grommet	Illustration 22 (4)
10	1	1F-3584	Spacer	Illustration 22 (6)
11	2	228-7100	O-Ring Seals	Illustration 22 (2)
12	1	6V-4248	Bolt	Illustration 22 (4)
13	2	6V-5839	Washers	Illustration 22 (6)
14	1	6V-7673	Bolt	Illustration 22 (1)
15	1	8T-0355	Bolt	Illustration 22 (6)
16	1	8T-1889	Clip	Illustration 22 (4)
17	1	8T-1890	Clip	Illustration 22 (4)

493-8384 Engine Wiring Gp Installation

Illustration 22	g06146209

481-5911 Engine Oil Lines Gp Parts

Illustration 23	g06152407

Illustration 24	g06152419

Table 4

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	8	5P-8245	Hard Washers	Illustration 27 (4)
2	1	6V-1196	O-Ring Seal	Illustration 28 (1)
3	4	6V-1820	Bolts	Illustration 25 (2)
4	4	6V-4249	Bolts	Illustration 26 (2) Illustration 27 (3)
5	46	6V-5839	Washers	Illustration 25 (2), (4), (5) Illustration 26 (2), (4), (6) Illustration 27 (3) Illustration 28 (2), (4), (5), (6)
6	20	6V-5843	Bolts	Illustration 25 (5) Illustration 26 (4), (6) Illustration 28 (2), (5), (6)
7	8	8C-2926	Bolts	Illustration 28 (2), (5)
8	1	8C-3076	O-Ring Seal	Illustration 28 (1)
9	10	8T-0643	Bolts	Illustration 25 (5) Illustration 28 (3), (6)
10	8	8T-5041	Bolts	Illustration 27 (2), (4)
11	1	9Y-2099	Flange	Illustration 28 (1)
12	5	131-3718	O-Ring Seals	Illustration 25 (1), (3) Illustration 26 (1), (5) Illustration 28 (4)
13	2	215-4639	O-Ring Seals	Illustration 27 (1)
14	1	228-7100	O-Ring Seal	Illustration 28 (1)
15	1	241-6157	Plug	Illustration 28 (1)
16	2	241-6174	Plugs	Illustration 27 (1)
17	1	260-9153	Plug	Illustration 28 (1)
18	9	269-7885	O-Ring Seals	Illustration 25 (3) Illustration 26 (3) Illustration 28 (1), (4)
19	7	344-9285	Rings	Illustration 25 (3) Illustration 26 (3) Illustration 28 (4)
20	1	371-6762	Flange	Illustration 28 (1)
21	2	481-5897	Flanges	Illustration 25 (3) Illustration 28 (4)
22	6	481-5898	Flanges	Illustration 25 (3) Illustration 26 (3) Illustration 28 (4)
23	1	481-5904	Elbow	Illustration 28 (1)
24	1	481-5906	Tube	Illustration 28 (4)
25	1	481-5908	Tube	Illustration 26 (3)
26	1	481-5913	Elbow As	Illustration 27 (1)
27	2	481-5914	Elbows	Illustration 26 (1), (5)
28	1	486-6909	Oil Line Adapter	Illustration 25 (1)
29	1	508-6499	Tube	Illustration 25 (3)

481-5911 Engine Oil Lines Gp Installation

Illustration 25	g06152462

Illustration 26	g06152524

Illustration 27	g06152528

Illustration 28	g06152579

Illustration 29	g06309219

501-4365 Cylinder Block Cover Gp Parts

Illustration 30	g06152603

Table 5

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	2	272-0759	Seals	Illustration 31 (1)
2	1	373-6713	Cover	Illustration 31 (1)
3	1	450-0541	Cylinder Block Cover	Illustration 31 (1)

501-4365 Cylinder Block Cover Gp Installation

Illustration 31	g06152833

487-0230 Centrifugal Filter Gp Parts

Illustration 32	g06309117

Table 6

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	1	8T-0098	O-Ring Seal	Illustration 34 (1)
2	1	9Y-2099	Flange	Illustration 34 (3)
3	2	344-9285	Rings	Illustration 34 (3)
4	2	371-6762	Flanges	Illustration 34 (3)
5	1	487-0219	Screen	Illustration 34 (3)
6	1	487-0222	Spring	Illustration 34 (3)
7	1	487-0229	Rear Housing Cover Gp	Illustration 34 (1)
8	1	487-0234	Tube	Illustration 34 (3)
9	1	500-2614	Centrifigal Oil Filter Gp	Illustration 33 (1)
10	10	198-4766	Hard Washer	Illustration 34 (2)
11	2	198-4768	Hard Washer	Illustration 33 (2)
12	1	198-4769	Washer	Illustration 33 (2)
13	2	269-7885	O-Ring Seal	Illustration 34 (3)
14	1	6V-1196	O-Ring Seal	Illustration 34 (3)
15	4	6V-5839	Washer	Illustration 34 (4)
16	10	6V-5842	Bolt	Illustration 34 (2)
17	2	6V-5843	Bolt	Illustration 34 (4)
18	2	8T-0643	Bolt	Illustration 34 (4)
19	2	242-1811	Bolt	Illustration 33 (2)
20	1	9X-2475	Bolt	Illustration 33 (2)

487-0230 Centrifugal Filter Gp Installation

Illustration 33	g06153121

Illustration 34	g06153145

500-2543 Oil Lines Gp Parts

Illustration 35	g06153270

Table 7

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	1	6V-9182	Elbow	Illustration 40 (1)
2	1	250-1460	Elbow	Illustration 37 (1)
3	1	268-1552	Elbow	Illustration 36 (1)
4	1	330-4017	Hose As	Illustration 40 (2)
5	1	338-0028	Bracket	Illustration 40 (3), (5)
6	1	8T-7492	Connector	Illustration 39 (1)
7	1	437-7866	Plate As	Illustration 37 (3)
8	1	491-4746	Hose As	Illustration 36 (3)
9	1	520-5625	Hose As	Illustration 38 (6)
10	1	495-9250	Hose and Tube As	Illustration 38 (2), (4) Illustration 39 (3), (5)
11	1	520-7001	Tube As	Illustration 38 (1)
12	1	496-4786	Hose As	Illustration 37 (2)
13	1	214-7568	O-Ring Seal	Illustration
14	2	215-4639	O-Ring Seals	Illustration 37 (1)
15	1	228-7089	O-Ring Seal	Illustration 36 (2)
16	1	228-7090	O-Ring Seal	Illustration 36 (1)
17	7	228-7092	O-Ring Seals	Illustration 37 (1) Illustration 38 (2), (6) Illustration 39 (1), (2) Illustration 40 (1), (2)
18	1	228-7103	O-Ring Seal	Illustration 36 (1)
19	1	228-7105	O-Ring Seal	Illustration 39 (1)
20	1	238-5084	O-Ring Seal	Illustration 40 (1)
21	2	2Y-5829	Nuts	Illustration 40 (3), (5)
22	1	353-7952	Grommet	Illustration 39 (2)
23	8	353-7953	Grommets	Illustration 37 (4) Illustration 38 (2) Illustration 39 (3)
24	1	5P-8245	Hard Washer	Illustration 40 (3)
25	1	6A-5591	Bolt	Illustration 40 (3)
26	10	6V-1820	Bolts	Illustration 37 (3), (4) Illustration 38 (2), (4) Illustration 39 (3), (5) Illustration 40 (3), (5)
27	12	6V-5839	Washers	Illustration 37 (3), (4) Illustration 38 (2), (4) Illustration 39 (3), (5) Illustration 40 (3), (5)
28	1	6V-8636	Connector	Illustration 36 (2)
29	8	8T-1889	Clips	Illustration 37 (4) Illustration 38 (2), (4) Illustration 39 (3), (5)
30	8	8T-1890	Clips	Illustration 37 (4) Illustration 38 (2), (4) Illustration 39 (3), (5)
31	1	8T-1897	Clip	Illustration 40 (3), (5)
32	1	8T-1898	Clip	Illustration 40 (3), (5)
33	1	307-9782	Connector	Illustration 38 (5)
34	1	319-6236	Tee As	Illustration 38 (5)
35	1	367-6025	Reducer As	Illustration 38 (5)
36	1	6V-8556	Nut	Illustration 38 (5)
37	1	6V-9828	Cap As	Illustration 38 (5)

500-2543 Oil Lines Gp Installation

Illustration 36	g06153606

Illustration 37	g06153617

Illustration 38	g06153631

Illustration 39	g06153640

Illustration 40	g06153645

515-3582 Rear Housing Cover Gp Parts

Illustration 41	g06292771

Table 8

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	2	286-4949	Covers	Illustration 42 (1)
2	2	1T-1068	O-Ring Seals	Illustration 42 (1)
3	8	6V-4429	Bolts	Illustration 42 (2)
4	8	9X-8268	Washers	Illustration 42 (2)

515-3582 Rear Housing Cover Gp Installation

Illustration 42	g06153681

366-6722 Valve Mechanism Cover Gp Parts

Illustration 43	g06292519

Table 9

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	2	378-1561	Covers	Illustration 45 (1)
2	2	344-9054	Adapters	Illustration 46 (1)
3	10	8T-0100	Bolts	Illustration45 (2)
4	10	9M-1974	Hard Washers	Illustration45 (2)
5	2	7F-8268	O-Ring Seals	Illustration 44 (1)

366-6722 Valve Mechanism Cover Gp Installation

Illustration 44	g06292522

Illustration 45	g06292523

Illustration 46	g06292524

399-2849 Breather Gp Parts

Illustration 47	g06292530

Table 10

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	2	388-3276	Breather As	Illustration 49 (1)
2	2	4W-3034	Hose Clamps	Illustration 49 (2)
3	2	033-6031	O-Ring Seals	Illustration 48 (1)

399-2849 Breather Gp Installation

Illustration 48	g06292544

Illustration 49	g06292545

478-2982 Fumes Disposal Gp Parts

Illustration 50	g06292555

Table 11

Item	Qty	Part Number	Part Name	Illustration (Step) Location
1	3	3E-7404	Hose Clamps	Illustration 51 (1)
2	1	396-2268	Tee Hose	Illustration 51 (2)
3	1	484-1984	Tube	Illustration 53 (1)
4	1	367-8480	Grommet	Illustration 53 (2)
5	1	7X-7907	Clip	Illustration 53 (2)
6	1	7X-7906	Clip	Illustration 53 (2)
7	1	8T-4194	Bolt	Illustration 53 (3)
8	1	198-4778	Hard Washer	Illustration 53 (3)
9	1	478-2978	Bracket As	Illustration 52 (1)
10	2	6V-3822	Bolts	Illustration 52 (2)
11	2	198-4766	Hard Washers	Illustration 52 (2)
12	1	5N-4444	Boot	Illustration 53 (5)
13	1	9M-7959	Hose Clamp	Illustration 53 (6)

478-2982 Fumes Disposal Gp Installation

Illustration 51	g06292562

Illustration 52	g06292564

Illustration 53	g06292565

Software Installation

After the installation is completed new software is needed to select the self-cleaning oil filter configuration for oil delta pressure. The software part number is 505-8851.

Registering the Centrifugal Oil Filter Kit

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Illustration 54	g02321937
Typical View of SIMSi

1. Go to SMSIi at the following address
   https://sims.cat.com/sims/simsi/index.jsp
   
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   Illustration 55	g02321974

2. Click "Service Reporting" on the top menu.

3. Click "Report Service" on the left side menu.
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   Illustration 56	g06220089

4. Refer to the illustration above Steps through .

5. Enter the information for the dealership in the "Service Report Common Info" section. Then follow the steps below for the rest of the fields.

   1. Fields "A" and "B" - Date the kit was installed

   2. Field "C" - Serial number of the truck the COF kit is being installed on

   3. Field "D" - Select "No"

   4. Field "E" - Truck hour meter reading at installation

   5. Field "F" - 500-2614

   6. Field "G" - 1

   7. Field "H" - SI (Component installed)

   8. Field "I" - 526-0099

   9. Field "J" - Engine serial number the COF kit is being installed on

   10. Field "K,L" - Leave blank

   11. Field "M" - Check the box for "Non-failure service (informational)"

   12. Field "N" - COF installation

6. After all the information has been added, click "Add Record" at the bottom of the screen.
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   Illustration 57	g02322533

7. After the record has been added successfully, there will be a confirmation message. Click "OK".

8. Confirm that the record was added successfully by completing the steps below.
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   Illustration 58	g02322573

   1. Click "Sales & Service" on the top menu.

   2. Click "Sales & Service by Serial Number" on the left menu.
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      Illustration 59	g02322595

   3. In the "Sales & Service by Serial Number" screen, enter the serial number of the machine in the "Serial Number" field.

   4. Click "Search" on the bottom of the screen.
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      Illustration 60	g02322697

   5. The record that was added should be displayed in the "Service History".