SOS Analysis Obtaining Oil For Sampling

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Contamination Control Guidelines

Obtaining Oil Sample for Analysis{1302, 1348, 3030, 3080, 3278, 4011, 4070, 5050,
5056, 5095, 7542}
Media Number -SEBF8482-06 Publication Date -19/06/2013 Date Updated -19/06/2013
i05367662
Obtaining Oil Sample for Analysis{1302, 1348, 3030, 3080,

3278, 4011, 4070, 5050, 5056, 5095, 7542}
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Introduction
Table 1
Revision
Summary of Changes in SEBF8482
Updated 2013 copyright paragraph, inserted "Think Safety" graphic, part number
06
GE06L/4NP TA3C canceled and replaced by 7X-3387.
Update 2012 copyright paragraph, insert Summary of Changes table, Important Safety
Information paragraph, Safety paragraph, and Cancelled Replaced by Part Numbers
05
paragraph. Remove PEVN 8431 Count on Caterpillar Particle Analyzers, document
canceled, removed part numbers from paragraphs.
© 2013 Caterpillar All Rights Reserved. This guideline is for the use of Cat dealers only.
Unauthorized use of this document or the proprietary processes therein without permission may be
violation of intellectual property law.
This Guideline enables dealers and the customers to benefit from cost reductions which were made
possible through an established Contamination Control Program. Fluids that are used in Caterpillar
machines are highly effective unless the fluid contains damaging amounts of contaminates. Therefore,
every effort must be made to reduce the contamination level within Caterpillar fluid systems.
Caterpillar makes ongoing changes and improvements to the Caterpillar products. This guideline must
be used with the latest technical information available from Caterpillar. The latest technical
information will ensure that such changes and improvements are incorporated when applicable.
For questions or additional information concerning this guideline, submit a feedback form in the
Service Information System website. To address an urgent need, use the following to relay your
request to Caterpillar Repair Process Engineering:
• Cat Dealer Technical Communicator
• Dealer Solution Network
• Cat Technical Representative
• Knowledge Network
If a Contamination Control Guideline is required, but not available in SIS Web, submit a feedback
form in the Service Information System website.
Summary
A good oil sample that accurately represents the condition of the fluid system is vital for the success
of any analysis program. For this reason, the oil should be at the system operating temperature or at
least 50 °C (120 °F) if the normal operating temperature cannot be reached when the sample is taken.
The following guideline describes the methods to obtain oil samples from machine fluid systems.
Bottle sampling (pressure and suction) and portable particle counter methods are included in this
guideline. These processes are used when an oil sample is taken or when an on-line particle count is
taken on any fluid system such as hydraulic, steering, power train, engine and final drive.
Canceled Part Numbers and Replaced Part Numbers

This document may include canceled part numbers and replaced part numbers. Use NPR on SIS for
information about canceled part numbers and replaced part numbers. NPR will provide the current
part numbers for replaced parts.
Important Safety Information
Illustration 1 g02139237
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. This
person should also have the necessary training, skills, and tools in order to perform these functions
properly.
Improper operation, lubrication, maintenance, or repair of this product is dangerous. Improper

methods could result in injury or death.
Do not operate or perform any lubrication, maintenance, or repair of this product, until you
understand the operation, lubrication, maintenance, and repair information. Safety precautions and
warnings are provided in this manual and on the product. If these hazard warnings are not heeded,
bodily injury or death could occur to you or to other persons.
Hazards are identified by a safety alert symbol. Safety alert symbols are followed by a signal word
such as "Warning" that is shown below.
The following is the meaning of this safety alert symbol:
• Pay attention!
• Become alert!
• Your safety is involved.
The message that appears under the warning explains the hazard. The message will be written or
pictorially shown.
Operations that may cause product damage are identified by "NOTICE" labels on the product and in
this publication.
Caterpillar cannot anticipate every possible circumstance that might involve a potential hazard.
Therefore, the warnings in this publication and on the product are not all inclusive. When a tool, a
procedure, a work method, or an operating technique that is not recommended by Caterpillar, ensure
that the tool, procedure, or work method is safe for all personnel around the machine. Ensure that the
product will not be damaged or that the product will not be made unsafe by the operation, lubrication,
maintenance, or repair procedures.
All of the information, specifications, and illustrations that are in this publication are based on
information that was available at the time of publication. The following specifications could change at
any time: specifications, torque, pressures, measurements, adjustments, illustrations and other items.
These changes can affect the service that is given to the product. Obtain the most current and
complete information before you start any job. Caterpillar dealers have the most current information
that is available.
Safety
Sudden movement of the machine or release of oil under pressure can

cause injury to persons on or near the machine.
To prevent possible injury, perform the procedure that follows before

testing and adjusting the steering system.
Personal injury can result from hydraulic oil pressure and hot oil.
Hydraulic oil pressure can remain in the hydraulic system after the
engine has been stopped. Serious injury can be caused if this pressure is
not released before any service is done on the hydraulic system.
Make sure all of the attachments have been lowered, oil is cool before
removing any components or lines. Remove the oil filler cap only when
the engine is stopped, and the filler cap is cool enough to touch with
your bare hand.
Care must be taken to ensure that fluids are contained during

performance of inspection, maintenance, testing, adjusting, and repair
of the product. Be prepared to collect the fluid with suitable containers
before opening any compartment or disassembling any component
containing fluids.
Refer to Special Publication, NENG2500, "Dealer Service Tool

Catalog" for tools and supplies suitable to collect and contain fluids on
Cat products.
Dispose of all fluids according to local regulations and mandates.
References
Table 2
References
Media Number
Title
Valve Installation for Scheduled Oil Sampling of Engine, Transmission,

SEHS9043
Hydraulics, and Steering
NEHS0799 Tool Operating Manual for 170-8500 Analyzer Group
PEEP5031 Oil Analysis Bottle Label
NOTICE
Keep all parts clean and keep all parts free of contamination.
Hot oil and hot components can cause personal injury. Do not allow hot
oil or hot components to contact the skin.
On-line Particle Counting using S·O·S Valves

Table 3
Parts List
Quantity Part Number Parts Description
1 162-5791 Shop Towel
1 170-8500 S40 Particle Analyzer Gp
1 210-5530 Quick Disconnect
1 7X-3387 Fluid Sampling Valve
1 188-0639 Hose As Replacement Parts
Pama On-line Particle Counter
Note: Refer to Tool Operating Manual, NEHS0799, "170-8500 Analyzer Group" for proper
installation and operation. Caterpillar recommends connecting the on-line particle counters directly to
the S·O·S valve.
Note: Refer to the Operation and Maintenance Manual for the S·O·S valve locations. Refer to the
Test and Adjust Manual to obtain the system pressures. Prepare all equipment used to sample oil in
advance to prevent contamination prior to taking a sample.
Left - high-pressure hose, Right - low-pressure hose
1. Determine the fluid system pressure at the location where the sample is to be taken (S·O·S
valve). For proper supply hose and hardware, refer to Tool Operating Manual, NEHS0799,
"170-8500 Analyzer Group".
2. Exercise the machine until the sampled fluid system is up to the normal operating temperature
or at a minimum of 50 °C (120 °F).
3. Park the machine on level ground. Lower all of the attachments. Engage the parking brake.
4. Set the engine at low idle. All systems must be in a safe position.
S·O·S valve dust cover
5. Remove the dust cover from the S·O·S valve. Refer to the Operating and Maintenance Manual
for the S·O·S valve locations.
Lint Free Towel. Transmission S·O·S valve shown.
6. Clean the S·O·S valve with a clean lint free towel.
Quick Disconnect
7. Make sure that the quick disconnect is clean.
Typical particle counter supply hose attached to the S·O·S valve (low-pressure hose shown)
8. Attach the particle counter supply hose to the S·O·S valve.
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Particle counter connections
9. Secure the particle counter discharge hose with a catch basin.
10. If the sampled fluid system has cooled down, exercise the machine until the sampled fluid
system is up to normal operating temperature or a minimum of 50 °C (120 °F).
NOTICE
Do not move the machine while the particle counter in connected.

Moving the machine in this condition could damage the machine
and/or the particle counter.
Note: Allow power train circuits to idle for a minimum of 10 minutes prior to particle counting.
Allowing power train circuits to idle will permit entrapped air to escape from the sampled oil.
Air trapped in the oil will distort the particle counter readings.
11. Operate the particle counter according to the manufacturer instructions to obtain an oil sample
reading.
Remove sampling hoses.
12. After testing, disconnect the particle counter hose assembly from the machine. Disconnect the
hose assembly from the particle counter. Drain the hoses. Cap all the hose ends. Store the
particle counter and the hoses in a clean location.
Replace dust cap
13. Install the dust cap onto the S·O·S valve. Make sure that the cap is clean on the inside.
NOTICE
Dispose of all used oil, shop towels, and oil containers according to
local regulations and mandates.
Bottle Sampling Using Oil Valve Probe and S·O·S Valve

Table 4
Parts List
Quantity Part Number Part Description
2 169-8373 Sample Bottle Group
1 162-8873 Sample Bottle Probe Holder
1 8T-9208 Probe Assembly (1)
1 4C-4600 Sample Bottle Shipping Container
(1)
Purging with tube
Note: Refer to Operation and Maintenance Manual for the S·O·S valve locations. Refer to the Test
and Adjust Manual in order to obtain the system pressure. Only perform a bottle sample when the
system pressures are below 3450 kPa (500 psi). Prepare all equipment used to sample oil and protect
the equipment from contamination.
S·O·S mailing label
1. Fill out the S·O·S label. Pay special attention to the serial number, sample data, service meter
units on the equipment, service meter units on the oil, oil type, oil brand and the amount of oil
added. Indicate if the oil was changed after the sample was taken.
Sample bottle package
2. Open the sample bottle package. Remove the sampling probe tube from the bag.
Probe holder and probe
3. Insert the open sampling probe tube into and through the sample bottle probe holder counter
bored end. Pull the probe tube all the way through the holder until the sampling needle seats in
the holder.
4. Remove the sampling bottle from the package. Install the cap with two holes onto the bottle.
Install the probe tube into one of the holes in the cap.
5. Return the assembled bottle and return the probe back into the package to prevent
contamination.
6. Exercise the machine until the system oil to be sampled is up to normal operating temperature
or at a minimum of 50 °C (120 °F).
7. Park the machine on level ground. Lower all the attachments. Engage the parking brake.
8. Set the engine at low idle. Make sure that all systems are in safe positions. Refer to the
Operation and Maintenance Manual.
9. Remove the dust cover from the S·O·S valve.
10. Clean the S·O·S valve with a clean lint free shop towel.
Purging S·O·S valve with Purge Probe and tube
11. Purge the S·O·S valve by pressing the purge probe onto the S·O·S valve. Purge a minimum of
one sample bottle of oil or more to ensure that all the dead volume of the fluid is purged.
Purging the oil will ensure that the sampling nipple is internally cleaned.
Note: If the oil flow is slow at low idle, someone may need to accelerate the engine.
Oil disposal
12. Properly dispose of the purged oil according to local regulations and mandates.
Prepared bottle sample
13. Remove the prepared sample bottle from the package.
Flush sample bottle
14. Rinse the sample bottle and rinse the probe tube with the system oil. Rinse the bottle by filling
the bottle half full with the system oil.
Flush sample bottle
15. Shake the sample bottle vigorously for several seconds.
16. Empty the oil into a waste oil container.
17. Fill the sample bottle to the "fill range" imprinted on the bottle, but do not fill beyond the fill
mark.
Note: Filling beyond the fill mark will not allow for proper lab mixing.
18. Remove the sampling probe tube from the bottle lid. Save the knurled probe holder and discard
the probe tube.
19. Immediately replace the two-hole lid on the sample bottle with the solid lid (no hole). Dispose
of the lid with two holes.
20. Ensure that the outside of the bottle is clean.
Mailing tube with completed label
21. Place the bottle with the completed information label into a sample bottle shipping container, or
take the bottle and label to an S·O·S lab.
22. Wipe any oil off the sample valve.
23. Install the dust cap onto the S·O·S valve and check that the cap is clean on the inside.
Zero Pressure System Using a Hand Vacuum Pump

Table 5
Parts List
Quantity Part Number Part Description
2 169-8373 Sample Bottle Group
1 1U-5718 Oil Sampling Vacuum Pump
1 4C-4600 Sample Bottle Shipping Container
1 1U-7648 Tube Cutter
1U-8757 Tube
Note: Typical nonpressurized systems are reservoirs, differentials, final drives, or return lines
(drains). The sample location should be near the middle of the reservoir fluid level and away from the
sidewall. The sample location should be where the fluid is normally in motion, thoroughly mixed, and
at normal operating temperature. The sample should be taken as soon as possible after the machine
exercising has been stopped. Prepare all sampling hardware before an oil sample is taken.
Note: Never use the same vacuum pump for obtaining both oil and coolant samples. The fluid does
not enter the barrel of the pump, a small residue of glycol from the coolant remains in the pump. The
glycol residue can contaminate the oil sample. Glycol will indicate a "false positive" coolant leak in
the oil system being sampled.
1. Fill out the S·O·S label. Pay special attention to the serial number, sample data, service meter
units on equipment, service meter units on oil, oil type, oil brand and the amount of oil added.
Indicate if the oil was changed after the sample was taken.
Tube cut to length
2. Measure the tubing and then cut the new tubing to the length of the dipstick. If there is no
dipstick, cut the tubing so that the tubing reaches about halfway into the oil depth of the
compartment being sampled.
Note: Use a tube cutter to prevent the tubing from being contaminated.
3. Install tubing into the vacuum pump. The bottle end of the tubing should be approximately 25.4
mm (1 inch) beyond the base of the vacuum pump head.
4. Install a new bottle to be sampled to the vacuum pump.
5. Store the vacuum pump assembly and the clean bottle cap in the plastic bag until the parts are
ready for use.
6. Exercise the machine fluid to be sampled until the fluid system is up to normal operating
temperature. If normal operating temperature cannot be reached, then 50 °C (120 °F) is
acceptable.
7. Park the machine on level ground. Lower all the attachments. Engage the parking brake.
8. Shut the machine off. Make sure that all the systems are in safe positions. Refer to the
Operation and Maintenance Manual.
9. Clean the sample location using a clean lint free shop towel.
10. Keep the sample bottle vertical when taking samples. Pump the vacuum pump handle in order
to create a vacuum.
Note: If the bottle is tilted, the oil will enter into the suction of the barrel of the vacuum pump.
Oil in the barrel will cause cross contamination of subsequent samples.
11. Fill the sample bottle half full with system oil.
12. Remove the bottle from the vacuum pump.
13. Install a clean lid and shake the bottle vigorously for several seconds.
14. Empty the bottle into a waste oil container.
15. Reattach the sample bottle to the vacuum pump.
16. Take the oil sample in the same manner. Fill the bottle to the "fill range". Do not fill the bottle
beyond the fill mark.
Note: Filling beyond the fill mark will not allow for proper lab mixing.
17. When the oil bottle is filled, remove the bottle from the vacuum pump. Cap the bottle with a
clean lid (no holes).
18. Clean the outside of the bottle.
19. Place the bottle with the completed information label into a sample bottle shipping container, or
take the bottle and label to an S·O·S lab.
20. Remove the tubing from the vacuum pump and discard the tubing according to local regulations
and mandates.
21. Clean any covers, caps, plates, and so on, that have been removed.
Copyright 1993 - 2018 Caterpillar Inc. Thu Dec 13 08:03:02 UTC+0300 2018
All Rights Reserved.
Private Network For SIS Licensees.

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Media Search - SEBF8482 - Obtaining Oil Sample for Analysis{1302, 1348, 3030, 3080, ...

Product: NO EQUIPMENT SELECTED

Contamination Control Guidelines

Obtaining Oil Sample for Analysis{1302, 1348, 3030, 3080,

Agricultural Tractor: All

Track-Type Tractor: All

• Cat Dealer Technical Communicator

• Dealer Solution Network

• Cat Technical Representative

Canceled Part Numbers and Replaced Part Numbers

Important Safety Information

Improper operation, lubrication, maintenance, or repair of this product is dangerous. Improper

The following is the meaning of this safety alert symbol:

• Your safety is involved.

Sudden movement of the machine or release of oil under pressure can

To prevent possible injury, perform the procedure that follows before

Care must be taken to ensure that fluids are contained during

Refer to Special Publication, NENG2500, "Dealer Service Tool

Dispose of all fluids according to local regulations and mandates.

Valve Installation for Scheduled Oil Sampling of Engine, Transmission,

PEEP5031 Oil Analysis Bottle Label

On-line Particle Counting using S·O·S Valves

Pama On-line Particle Counter

Left - high-pressure hose, Right - low-pressure hose

S·O·S valve dust cover

Lint Free Towel. Transmission S·O·S valve shown.

6. Clean the S·O·S valve with a clean lint free towel.

7. Make sure that the quick disconnect is clean.

8. Attach the particle counter supply hose to the S·O·S valve.

Particle counter connections

9. Secure the particle counter discharge hose with a catch basin.

Do not move the machine while the particle counter in connected.

Remove sampling hoses.

Replace dust cap

Bottle Sampling Using Oil Valve Probe and S·O·S Valve

S·O·S mailing label

Sample bottle package

Probe holder and probe

9. Remove the dust cover from the S·O·S valve.

Purging S·O·S valve with Purge Probe and tube

Prepared bottle sample

13. Remove the prepared sample bottle from the package.

Flush sample bottle

Flush sample bottle

15. Shake the sample bottle vigorously for several seconds.

16. Empty the oil into a waste oil container.

20. Ensure that the outside of the bottle is clean.

Mailing tube with completed label

22. Wipe any oil off the sample valve.

Zero Pressure System Using a Hand Vacuum Pump

Tube cut to length

4. Install a new bottle to be sampled to the vacuum pump.

12. Remove the bottle from the vacuum pump.

14. Empty the bottle into a waste oil container.

15. Reattach the sample bottle to the vacuum pump.

18. Clean the outside of the bottle.

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