Unit 6: Hydrualic Information System (HIS)

Unit 6
Hydraulic Information System (HIS)

Unit Objectives:
At the completion of this unit each student will be able to use the
Hydraulic Infomation System (HIS) to obtain information on
Caterpillar products.

Unit References:
None

Tooling:
Personal Computer (PC) with Windows 2000 or XP and access to
Infocast

INSTRUCTOR NOTE: This unit is a working text to be used by

the instructor while performing the HIS tasks in the classroom as
the students perform the same tasks on individual computers.
 Lesson 1: Introduction to HIS
Lesson 1: Introduction to HIS

Introduction:
The Hydraulic Information System (HIS) is an electronic library of
information on current and non-current Caterpillar hydraulic parts.

Objectives:
After completion of this lesson the student will be able to:
1. Access HIS through Infocast
2. Locate hydraulic parts information using HIS

References:
None

Tooling:
Personal Computer (PC) with Windows 2000 or XP and access to
Infocast

INSTRUCTOR NOTE: This lesson is a working text to be used

by the instructor while performing the HIS tasks in the classroom
as the students perform the same tasks on individual computers.
The Hydraulic Information System (HIS) has been available in
compact disc format and recently was made available through a
Caterpillar link on Infocast.
Unit 6 2 Caterpillar Communications
Lesson 1

Caterpillar Login

Access to HIS is achieved in the same manner you would normally enter the
Infocast site. Enter the address https://nacd.cat.com and you will be directed to the
Caterpillar Corporate Web Security firewall. You will then be directed to the
Corporate Web Security screen. Complete the sign-in procedure at the Caterpillar
Corporate Web Security firewall. If you don’t have a corporate logon I.D. and
password contact your Information Services Administrator so one can be created for
you.
Unit 6 3 Caterpillar Communications
Lesson 1

NACD Infocast

The NACD Infocast screen is displayed. An index is on the left and a viewing
screen is on the right.
Unit 6 4 Caterpillar Communications
Lesson 1

Index Viewing Screen

Using the scroll arrow on the index move down to the category called
“ Product Support Marketing.”
Unit 6 5 Caterpillar Communications
Lesson 1

Product Support Marketing

Scroll down the index using the down arrow until you find the category called
Hydraulics and expand the Hydraulics category.
Unit 6 6 Caterpillar Communications
Lesson 1

Hydraulics

Select the Hydraulic Information System (HIS WEB) (arrow) from the index and
the following screen will appear.
Unit 6 7 Caterpillar Communications
Lesson 1

Hydraulic Information System (HIS)

Look at the viewing screen and select on “ Click here to access HIS Web” (arrow).
You will be forwarded to the HIS Web location.
Unit 6 8 Caterpillar Communications
Lesson 1

HIS.Web

The index shows several options to search for information. The categories are:

- Hose and Coupling

- Cylinder and Seals
- Pumps and Motors
- Seals
- Valves
- User preferences
- Log out
- Expand all
- Collapse al

Each option will be discussed individually. The first category is Hose and
Coupling. Click on the right facing arrow to expand the Hose and Coupling
category.
Unit 6 9 Caterpillar Communications
Lesson 1

Search/Consist

1
2

The Search and Consist screen is shown. In this example part number 152-8264 has
been entered in the Assembly Part No. field (1). When the Search button is selected
HIS will locate the information for the hose assembly. Next click on the small
circle next to the part number (2) and then click on the consist button (3).
Unit 6 10 Caterpillar Communications
Lesson 1

Detail Report

The Detail Report screen provides a breakdown of the hose assembly including the
part numbers for the bulk hose, couplings, sleeves, and angle of orientation. If the
report button is selected the information will be prepared in a more reader friendly
format that can be printed and given to the parts department for assembly.
Unit 6 11 Caterpillar Communications
Lesson 1

Detail Report

This illustration shows the hose assembly information in the new format.
Unit 6 12 Caterpillar Communications
Lesson 1

Multiple Prefixes

Select the Multiple Prefixes category from the index. Looking at the viewing
portion of the screen there is a spot where you can load in several prefixes and then
add or remove them as required. You can also choose the sort method by part
number, hose type, occurrences, or prefix number.
Unit 6 13 Caterpillar Communications
Lesson 1

Multiple Prefixes

Prefix numbers 42X and 49Z have been entered. Each time you put a prefix in the
box click on the add button and then add the next number. When you have the
prefixes loaded, select the search button and the system will bring up a listing of all
the hoses used on the machines entered. The hoses are sorted by both part number
and serial number prefix.

On the left side of the screen the part numbers are listed. From this listing you can
take the part number and break it down by clicking on the tabs at the top of the
listing or take the number and return to the search / consist category previously
used. You are also able to select a single prefix and do the same breakdowns.
Unit 6 14 Caterpillar Communications
Lesson 1

Components

The next section we’ll look at is Components. Click on it and the listing shown
below will let you choose from twelve component areas. Selecting any category
will allow you to enter part numbers or assembly numbers and retrieve the part
information. The screen for the assembly category is the same as if you go into the
search / consist area under Hose and Coupling.
Unit 6 15 Caterpillar Communications
Lesson 1

Hose Design

The Hose Design sub-category allows you to design a hose assembly based on
specifications for Caterpillar and competitive assemblies. Select the specifications
from the drop down list boxes in the order displayed. Each selection will build the
specification options for the next drop down list. To begin, select a hose type from
the Hose Type drop down list (arrow).
Unit 6 16 Caterpillar Communications
Lesson 1

Hose Design

By selecting a particular hose type the window for hose ID (arrow) will expand and
you can again click on the down arrow and choose a hose size.
Unit 6 17 Caterpillar Communications
Lesson 1

Hose Design

Select the hose ID and the coupling type for coupling 1 will expand.
Unit 6 18 Caterpillar Communications
Lesson 1

Hose Design

Select a coupling type from the list and then continue to select the various other
drop downs for both coupling 1 and coupling 2 as they open up. When all the
information has been added, the hose specifications will allow the exact hose to be
assembled.
Unit 6 19 Caterpillar Communications
Lesson 1

Seal Kits

This is the Seal Kits screen. By clicking on the down arrow for seal kit part number
you can select a particular seal kit and find out the part numbers and quantities of
each seal contained in the kit.
Unit 6 20 Caterpillar Communications
Lesson 1

Seal Kits

You can also search by kit type rather than using the part number.
Unit 6 21 Caterpillar Communications
Lesson 1

Cross Reference

The last choice on the Hose and Coupling section is the Cross Reference. You can
select between DIN, JIS, and SAE hose specifications and then click on search. The
screen above will give you any information available on the hoses in the database
under the category selected.
Unit 6 22 Caterpillar Communications
Lesson 1

Cylinder and Seals

The next section to review is Cylinder and Seals. When Search/Consist is selected
the screen shown above is displayed.

From the Search/Consist screen you must input at least two search criteria for the
system to conduct a search.
Unit 6 23 Caterpillar Communications
Lesson 1

Cylinder and Seals

As an example, enter 992C under model and select lift cylinder by using the drop
down arrow on the cylinder function window. Then click on the search key and the
information in the above illustration will be displayed. Select the cylinder you want
detail on based on either part number or the prefix of the machine you’re working
on.

As you can see there are a number of options from which to choose besides the
information listed on the screen. Click on the physical component button.
Unit 6 24 Caterpillar Communications
Lesson 1

Cylinder and Seals

Now click on the small circle next to the part number and select any of the buttons
under the part number to retrieve a Consist, Where Used, Report, Replace
Information, or to Close this option.
Unit 6 25 Caterpillar Communications
Lesson 1

Where Used

The Where used section from the index let’s you search by part number or group
number. Enter part number 125-0024 in the part or group number field.

Now click on the circle next to the part number and then select consist.
Unit 6 26 Caterpillar Communications
Lesson 1

Where Used

From this screen you can access many of the same areas of information as seen
previously about this cylinder.
Unit 6 27 Caterpillar Communications
Lesson 1

Components

The next category is Components. There are several options available when the
Component category is selected. Selecting any category will allow you to enter part
numbers or assembly numbers and retrieve the part information.
Unit 6 28 Caterpillar Communications
Lesson 1

Cylinder Summary

The last category under the Cylinder and Seals is cylinder summary. Enter the same
cylinder part number 125-0024 and click on search.
Unit 6 29 Caterpillar Communications
Lesson 1

Cylinder Summary

The Cylinder Summary screen defaults to provide information on the reman and
seal kits available for the cylinder. You can click on any of the other circles and hit
search and the information will be shown.

The Nexus Telescoping (arrow), within the Cylinder Seals category, enables you to
reference Cat/Nexus telescopic cylinder information by entering the Caterpillar or
competitive group part number and search for a Nexus telescopic cylinder group
part number by entering the cylinder specifications.
Unit 6 30 Caterpillar Communications
Lesson 1

Pumps and Motors

The section titled Pumps and Motors also provides choices on how to conduct your
search.
Unit 6 31 Caterpillar Communications
Lesson 1

Pumps and Motors

1
2

Enter part number 142-8965 in the group number field (1) and hit search. From
here you can click on the circle for a serial number prefix and hit consist to obtain a
breakdown of the pump. There are also Where Used and Cross Reference functions
available under the heading of Pumps and Motors.

The Nexus Gear/Vane Configurator and Piston Configurator (2) within the Pumps
and Motors category, enables you to build a Nexus gear, vane, or piston pump to a
customer’s specifications and then search for the corresponding Caterpillar part
number.
Unit 6 32 Caterpillar Communications
Lesson 1

Seals

The next item in the index is Seals. Under Seals, the choice available is
components. Click on Components and the seals component list is shown. Select O-
Ring.
Unit 6 33 Caterpillar Communications
Lesson 1

Seals

The O-ring component screen is shown. Entering part number 3J1907 will provide
the seal details as shown above. When selecting the circle and then Replace Info
you will get other part numbers that could be substituted.
Unit 6 34 Caterpillar Communications
Lesson 1

Valves

Open the last section titled Valves. Under Valves there are three categories; Search
/ Consist, Where Used, and Cross Reference. You can research by entering any of
the search criteria.
Unit 6 35 Caterpillar Communications
Lesson 1

Valves

As an example, if you enter the serial number prefix for a machine and click search,
all valve groups used will be shown. You can then select a particular valve by
clicking on the circle next to the valve part number and obtain additional
information.
Unit 6 36 Caterpillar Communications
Lesson 1

Valves

As previously described, you can choose from headings like Consist Price, Consist
History, Sales Model, or Replace Info.
Unit 5 -1- Caterpillar Communications
Instructor Copy Quiz 6.1.1

Instructor Copy Quiz 6.1.1

HYDRAULIC INFORMATION SYSTEM (HIS)
QUIZ 6.1.1

1. The exact assembly or group part number is required to use the Search/Consist sub-category in
HIS.

A. True
B. False

2. If a full or partial part number is known, which of the following sub-categories in HIS is best
suited to determine where a part is used?

A. Components
B. Cross Reference
C. Search/Consist
D. Where Used

3. If a customer requires a hose assembly for a competitive machine and the specifications are known,
which of the following sub-categories in HIS would be most helpful?

A. Components
B. Cross Reference
C. Hose Design
D. Search/Consist

4. If the manufacturer and catalog number are known, which of the following sub-categories in HIS is
used to determine the availability of Cat parts?

A. Components
B. Cross Reference
C. Hose Design
D. Search/Consist

5. What screen provides a breakdown of hose assemblies?

A. Detail report
B. Multiple Prefixes
C. Search/Consist
D. Components
Unit 5 -2- Caterpillar Communications
Student Copy Quiz 6.1.1

Student Copy Quiz 6.1.1

HYDRAULIC INFORMATION SYSTEM (HIS)
QUIZ 6.1.1

1. The exact assembly or group part number is required to use the Search/Consist sub-category in
HIS.

A. True
B. False

2. If a full or partial part number is known, which of the following sub-categories in HIS is best
suited to determine where a part is used?

A. Components
B. Cross Reference
C. Search/Consist
D. Where Used

3. If a customer requires a hose assembly for a competitive machine and the specifications are known,
which of the following sub-categories in HIS would be most helpful?

A. Components
B. Cross Reference
C. Hose Design
D. Search/Consist

4. If the manufacturer and catalog number are known, which of the following sub-categories in HIS is
used to determine the availability of Cat parts?

A. Components
B. Cross Reference
C. Hose Design
D. Search/Consist

5. What screen provides a breakdown of hose assemblies?

A. Detail report
B. Multiple Prefixes
C. Search/Consist
D. Components