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Maintenance the Secret to Long Component Life

Component failure can bring a job to a standstill, transforming hours that should be spent churning dirt into what feels like years of grinding frustration.

By Lynn Merrill

 

 
 

There is probably no other working environment in the world more severe than the one that exists on construction sites. The temperatures can range from near freezing all the way to Gobi Desert hot. The air is often thick with fine particulates that coat filters and adhere to fluid spills. The terrain is bone-janglingly irregular. The equipment is pushed to the limits of its hydraulic pistons and pumps as it moves heavy materials out of trenches into dump beds or across grades. In the machines that move some heaven, but mostly earth, each component has to be able to withstand this environment in order to make money for the contractor.

Unfortunately, if you're operating a piece of equipment, sooner or later some part of the many systems that make up an excavator or grader is going to wear out or break. The idea is to make the system and the components that comprise each system last as long as possible in order to increase productivity and lower cost-per-hour. If you have to run the machine 2,000 hours in a year to make money, but in actuality it only operates 1,500 hours due to 500 hours of component failure, your ability to complete jobs might be jeopardized. You might have to either rent a machine to make up for the lost 500 hours or delay job completion while repairs are made.

The Equipment Two-Step: Starting With Your Best Foot Forward

Adding life to severe-duty components is a two-step dance that starts the day you bring the machine into your yard. Today's heavy equipment is a far cry from those early creatures with simple levers that controlled a couple of hydraulic cylinders and relied on the artisanship of the operator to accomplish the task. The current generation of machines is composed of an integrated system, often controlled by electronics that monitor and adjust the machine for maximum performance in such areas as air quality, fuel economy, and operation. Most manufacturers provide a variety of support and services for the equipment they sell to make certain that the customer understands how to operate and maintain his new investment.

Almost all the major manufacturers now offer maintenance programs that ensure that the machines receive appropriate maintenance at scheduled intervals. These service agreements add extra cost to the purchase. In many cases, however, they pay for themselves by increasing the value of the machine when it comes time to trade it in or sell it. These programs also ensure that the machine receives the professional attention it needs to keep it running in first-class shape. A variety of service plans–ranging from extended warranty programs that repair or replace components that fail, all the way to a full preventative maintenance program–are available and should be investigated, especially for smaller contractors who might lack onsite maintenance staff.

To understand the machine's operational and maintenance characteristics, proper orientation and training become critical for guaranteeing long component life and protecting against abuse. Onsite training and orientation of both maintenance and operational personnel often is provided through either the dealership or the manufacturer and might consist of a full-day site visit from a representative. This onsite training usually will consist of a detailed walk-around of the machine in order to familiarize the operator with the various features, including performance characteristics and limits, fluid check-and-fill spots, and lubrication points. Most training also provides each operator some time behind the levers to get a feel for how the machine handles.

Each machine has a set range of operational parameters designed by the manufacturer. These are the amounts of force that the arms might exert or the tonnage that the chassis is rated for. One cause of premature failure of various components is operator abuse of the equipment, stretching it beyond what it is designed to do. "The biggest issue is just operator abuse," notes Jack McCoy, marketing manager for Luber-finer Filters. "In an excavator, for instance, if they were to hook a bucket on a rock and try to break it loose, they'd keep jerking it back and forth with the hydraulic system. The hydraulic pulses can become great enough to cause failures not only of components but also failures of filters due to the abuse that it is taking." If the filter collapses and the operator is not aware of it, the particulates that the filter is supposed to clean from the fluid are now like free radicals, damaging values and surfaces and causing premature wear.

The Equipment Two-Step: Following Through

The second step of the dance is the use of a preventative maintenance plan built on the recommended service intervals of the manufacturer, as well as the working environment of the machine. This requires the contractor to establish appropriate management controls to ensure that the operators are performing daily inspections of the equipment prior to the start of work. A useful tool is an inspection book that the operator must complete each morning and have signed by the foreman or immediate supervisor. While the simple act of filling out the book doesn't mean the equipment actually was inspected, it does place greater accountability on the operator to perform the inspections. A random audit program conducted by the supervisor to verify the findings documented in the inspection book is also helpful to ensure inspections.

These daily inspections should begin with an examination of the running gear, hydraulic cylinders, frame, and suspension for loose, bent, or damaged components. Cylinder shafts should be examined for scoring, nicks, or leaks that could be the precursor to failure. Engine coolant systems should be checked for damaged hoses, leaks, or debris blocking the airflow and causing an overheating problem that could lead to premature failures. Missing fill caps, dipsticks, or other points where dirt could enter the fluid systems should be addressed immediately. Axle bearings, suspensions, pivot points, and all lube points should be checked to see if there is any leakage or potential failures. The engine and transmission should be inspected for leaks as well.

Fluid levels should be checked each morning, and refilled as appropriate. On some equipment, a visual sight glass or gauge shows fluid levels without opening the system, while on others a dipstick or other manual measuring device is used. "Where we see the most problems is when people do not maintain the oil fluids correctly," relates Jennings Nelson, general sales manager for Spicer Off-Highway Parts and Distribution Division of Dana Corporation. "What typically happens–[for example] in a power-shift transmission–when those oil levels are not maintained properly, the clutches burn up and wear out."

When refilling, care should be taken to clean the surfaces in order not to introduce dirt or dust into the system. "They need to try and do it when there is the least amount of dust in the air," states McCoy. "That is not always the easiest thing to do, but the least amount of time they have the system open to the air, the better opportunity they have of keeping dirt from getting in." McCoy recommends practicing good housekeeping on filling equipment, whether diesel fuel, engine motor oil, hydraulic fluid, or coolant. "If it's a hose coming from a portable tank or fueling truck, it needs to be clean. Many times they [the hoses] are just hanging on the back of a truck, and as they bounce down the construction roads, they're subject to dirt. [The operators] need to wipe off the outside as well as the inside of the nozzle."

Each fluid is designed to perform a certain function in the equipment, and while hydraulic fluid and transmission fluids have the same general appearance, their formulations are completely different. McCoy also suggests guarding against cross-contamination of fluids. "We need to put a gallon or two of oil in the engine, and the hydraulic tank's a little low too, so we need to put some in there. Don't use the same bucket. Not only that, don't use a bucket [at all] because the bucket is sitting in the back of a truck [and] dust and dirt clings to it. Ninety percent of dirt getting into these systems is due to mishandling, particularly in the construction environment."

Breathing Air and Rocking Along

Fluids are not the only media susceptible to introducing dirt into the operating system. The air entering the engine also needs to be cleaned to ensure proper combustion and to prevent unnecessary wear of valves and cylinders. "Those aren't necessarily wear parts," points out Robert Fawver, national sales manager for Centri Air Precleaners. "But it tends to be an area that receives the least amount of the most improper maintenance. That's simply because a lot of maintenance folks don't follow the manufacturer's recommendations. We find a great deal of filter changes being done a number of different ways that really don't follow what the equipment manufacturers recommend. They'll change filters based on observation. They will open the canister every time and every day and look, or they will base it on hours. And neither one is what's recommended. It creates a real problem."

Fawver states that such overmaintenance can be as problematic as lack of maintenance when it comes to air filters. "What that leads to is an overservicing situation," he notes. "In most cases, people feel that overservicing is a good thing, but in this case you actually can do more harm to a diesel engine by overservicing the filter than you can by underservicing. That is simply because as part of the filter media, it's not as efficient until it becomes somewhat dirty. It enhances and increases the filtration effect of the filter. Most of the graders and excavators manufactured today come with restriction gauges, and every engine manufacturer has a restriction guideline. What they should do is put the filter in, close the canister, reset the gauge, and don't open the canister until it reaches that [guideline]. That way they are getting the maximum filter life. [That way] they are doing less harm when they service the filters and not allowing any extra contaminants to be drawn into the engine."

The Centri Air Precleaners are designed to eliminate the majority of particulates that enter the system. Through a variety of designed vanes, the air is directed toward a spinning impeller that creates a centrifugal force, causing the heavier particles to be expelled out of the airstream. "Our precleaner is designed to remove particulates, help extend air filtration life, and help reduce the maintenance costs at the same time," describes Fawver. "With this type of aftermarket apparatus, obviously depending on particle size, you remove up to 90% of the contaminants before they reach the filter."

Two other areas that are often ignored in the routine maintenance, yet can have a significant effect on the life of the suspension systems, are the bushings and fasteners. "The reason that they do wear out is because they are at a moving point at the suspension or pivot point," states Rick Rickman, director of sales for Watson & Chalin. "The most critical thing about the wearing of a bushing is that it's held in place by a fastener, typically a nut-and-bolt. If the nut-and-bolt is not tightened periodically or checked to make sure that it has the proper torque, it will loosen. A loose fastener will cause premature bushing wear."

Vehicles and equipment involved in a lot of stop-and-go activities, such as dump trucks, are particularly susceptible to this type of wear because of the forward twisting forces that result when the truck's weight shifts forward and back with each stop. "Another high-wear point on a suspension is cornering or turning forces," adds Rickman. "Some of our auxiliary axles are steerable and some are not. The nonsteerable axles take a lot of side load when the truck is turning. A steerable suspension minimizes side load because it steers into the turn." Add to this mix the irregular terrain that the typical off-road unit operates in, and these forces can shift weight from side to side and from front to back repeatedly.

The Right Component Is Everything

There is a tendency to want to save money and to cut corners when it comes to replacement parts and components, but this actually could lead to greater costs in a penny-wise, pound-foolish approach. While many components, from replacement filters to axles and transmissions, might look the same, that great deal you've found might actually end up costing you. The reason is that, unless the item meets the manufacturer's standards and specifications, it might be increasing wear or allowing contaminants to flow through the equipment.

"It's very important that, even though filters may look alike and one filter may screw onto that mounting base, they have the correct filter for the application," cautions Jack McCoy. "In this one particular engine, there are two filters that look identical as far as the exterior look, threading, and mounting, but the media inside are totally different. One is for mechanical injectors that are much lower pressure. The other is for the newer electronic ones. If you put the mechanical injector filter on the newer electronic engine, they [the manufacturer] will actually void the warranty."

Often if a major component has experienced sufficient wear, it's desirable to use a remanufactured replacement. But it's critical to ensure that any component meets the requirements of the original equipment manufacturer. "Why would you want to jeopardize the performance of that equipment by using unauthorized means of repairs?" asks Dana Corporation's Jennings Nelson. "Obviously, in all industries today, equipment uptime is absolutely critical. More and more contractors are really measuring the cost of that equipment, what does it cost to operate over the life or use of that equipment. Plus, with the market the way it is today, there's obviously a lot of used equipment being flushed back into the marketplace, and the smaller guy [is] buying this equipment. Using genuine components has to add value to their operations and their equipment. The value-added [benefit] of coming back to the authorized channels is the optimum. Why go anywhere else?"

Guest author Lynn Merrill is director of public services for the City of San Bernardino, CA.

GEC - November/December 2002

 

 
 

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