PM3500 Power Modules Caterpillar


Overhaul Considerations

Usage:

PM3508 BPY

Overhaul Information

An overhaul is replacing the major worn components of the engine. An overhaul interval is a maintenance interval that is planned. The engine is rebuilt with certain rebuilt parts or new parts that replace the worn parts.

An overhaul also includes the following maintenance:

  • Inspection of all the parts that are visible during the disassembly

  • Replacement of the seals and gaskets that are removed

  • Cleaning of the internal passages of the engine and the engine block

Most owners will save money by overhauling the engine at the intervals that are recommended in this Operation and Maintenance Manual. Consider the graph in Illustration 1.




Illustration 1g00745964

(Y) Cost

(X) Time

(1) Cost of maintenance and repair that is planned

(2) Cost of maintenance and repair that is not planned

In Illustration 1, line (1) represents the maintenance and repair costs for an owner that followed the recommendations for inspection, maintenance, and repair. The peaks represent overhauls.

Line (2) represents the maintenance and repair costs for an owner that chose to operate beyond the recommended intervals. The initial cost of the "repair-after-failure" philosophy is lower. Also, the first overhaul was delayed. However, the peaks are significantly higher than the peaks for the customer that used the "repair-before-failure" philosophy .

The higher peaks result from two key factors:

  • Delaying an overhaul until a breakdown increases the chance of a catastrophic failure. This type of failure requires more parts, labor, and cleanup.

  • Excessive wear means that fewer components will be reusable. More labor may be required for salvage or repair of the components.

When all of the costs are considered, "repair-before-failure" is the least expensive alternative for most components and engines.

It is not practical to wait until the engine exhibits symptoms of excessive wear or failure. It is not less costly to wait. A planned overhaul before failure may be the best value for the following reasons:

  • Costly unplanned downtime can be avoided.

  • Many original parts can be reused according to the guidelines for reusable parts.

  • The service life of the engine can be extended without the risk of a major catastrophe due to engine failure.

  • Achieve the best cost/value relationship per hour of extended service life.

Overhaul Intervals

Some factors that are important for determining the overhaul intervals include the following considerations:

  • Performance of preventive maintenance

  • Use of recommended lubricants

  • Use of recommended coolants

  • Use of recommended fuels

  • Proper installation

  • Operating conditions

  • Operation within acceptable limits

  • Engine load

  • Engine speed

Generally, engines that are operated at a reduced load and/or speed achieve more service life before an overhaul. However, this is for engines that are properly operated and maintained.

Other factors must also be considered for determining a major overhaul:

  • The total amount of fuel consumption

  • The service hours of the engine

  • An increase of oil consumption

  • An increase of crankcase blowby

  • The wear metal analysis of the lube oil

  • An increase in the levels of noise and vibration

An increase of wear metals in the lube oil indicates that the bearings and the surfaces that wear may need to be serviced. An increase in the levels of noise and vibration indicates that rotating parts require service.

Note: It is possible for oil analysis to indicate a decrease of wear metals in the lube oil. The cylinder liners may be worn so that polishing of the bore occurs. Also, the increased use of lube oil will dilute the wear metals.

Monitor the engine as the engine accumulates service hours. Consult your Caterpillar dealer about scheduling a major overhaul.

Note: The driven equipment may also require service when the engine is overhauled. Refer to the literature that is provided by the OEM of the driven equipment.

Using Fuel Consumption For Calculating the Overhaul Intervals

The total fuel consumption is the most important factor for estimating the overhaul interval. Fuel consumption compensates for the application and for the engine load.

If the total fuel consumption has not been recorded, use the equation in Table 1 in order to estimate the hours until the overhaul. The equation may also be used to estimate overhaul intervals for new engines.

Table 1
Equation For Calculating Overhaul Intervals    
H = F/R    
"H" is the number of estimated hours until the overhaul interval.    
"F" is the estimated total amount of fuel consumption of the engine.    
"R" is the rate of fuel consumption in liters per hour or gallons per hour.    

Use the actual records of fuel consumption, when possible. If the actual records are not available, use the following procedure in order to estimate the fuel consumption.

  1. Estimate the average percent of the load for the operation of the engine.

  1. Refer to the engine's Caterpillar, "Engine Specifications" ("spec" sheet). This will determine the fuel consumption for the percent of the load that was estimated in Step 1. Use this figure for the equation in Table 1.

Oil Consumption as an Overhaul Indicator

Oil consumption, fuel consumption, and maintenance information can be used to estimate the total operating cost for your Caterpillar engine. Oil consumption can also be used to estimate the required capacity of a makeup oil tank that is suitable for the maintenance intervals.

Oil consumption is in proportion to the percentage of the rated engine load. As the percentage of the engine load is increased, the amount of oil that is consumed per hour also increases.

The oil consumption rate (brake specific oil consumption) is measured in grams per kW/h (lb per bhp). The brake specific oil consumption (BSOC) depends on the engine load. Consult your Caterpillar dealer for assistance in determining the typical oil consumption rate for your engine.

When an engine's oil consumption has risen to three times the original oil consumption rate due to normal wear, an engine overhaul should be scheduled. There may be a corresponding increase in blowby and a slight increase in fuel consumption.

Overhaul Inspection

Refer to the Service Manual for the disassembly and assembly procedures that are necessary in order to perform the required maintenance on the items that are listed. Consult your Caterpillar dealer for assistance.

To determine the reusability publications that are needed to inspect the engine, refer to Guidelines for Reusable Parts and Salvage Operations, SEBF8029, "Index of Publications on Reusability or Salvage of Used Parts".

The Guidelines For Reusable Parts and Salvage Operations is part of an established Caterpillar parts reusability program. These guidelines were developed in order to assist Caterpillar dealers and customers reduce costs by avoiding unnecessary expenditures for new parts. If the engine parts comply with the established inspection specifications, the parts can be reused.

The use of out-of-spec parts could result in unscheduled downtime and/or costly repairs. The use of out-of-spec parts can also contribute to increased fuel consumption and reduction of engine efficiency. New parts are not necessary if the old parts can be reused, repaired, or salvaged. Otherwise, the old parts can be replaced or exchanged.

Your Caterpillar dealer can provide the parts that are needed to rebuild the engine at the least possible cost.

Overhaul Programs

An economical way to obtain most of the parts that are needed for overhauls is to use Caterpillar remanufactured parts. Caterpillar remanufactured parts are available at a fraction of the cost of new parts. These parts have been rebuilt by Caterpillar and certified for use. The following components are examples of the remanufactured parts:

  • Cylinder heads

  • Oil Pumps

  • Turbochargers

  • Water pumps

Consult your Caterpillar dealer for details and for a list of the remanufactured parts that are available.

Your Caterpillar dealer may be offering a variety of overhaul options.

A Flat Rate Overhaul guarantees the maximum price that you will pay for an overhaul. Flat rate prices on preventive maintenance programs or major repair options are available from many servicing dealers for all Caterpillar Engines. Consult your Caterpillar dealer in order to schedule a before failure overhaul.

Overhaul Recommendation

Caterpillar recommends a scheduled overhaul in order to minimize downtime. A scheduled overhaul will provide the lowest cost and the greatest value. Schedule an overhaul with your Caterpillar dealer.

Overhaul programs vary between dealers. To obtain specific information about the types of overhaul programs and services, consult your Caterpillar dealer.

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