S·O·SSM Upload W Limit Macro Supplement

AED

S·O·SSM Services Manager

User Guide Supplement
Upload W Limit Macro

Version 1.0

Issue Date: 13 February 2017

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1. Upload W Limits Macro Concepts

What is the Upload W Limits Macro? This feature allows users to create custom interpretation
guidelines at a variety of levels (Equipment/SN, Jobsite, Customer). Examples include the ability to
create custom wear metal guidelines for engines at just one jobsite or establish guidelines for HYD
compartments for a specific customer.

Who has access to this macro? Both _DLR and _LAB roles have access to this function.

2. Where is this macro?

The “Upload W Limits” macro is an additional macro not found on the universal macro drop down list.
Additional macros are available by double clicking a blank area on the main screen

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Drag the macro to the User Defined section

The macro should now be accessible via the drop down menu

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3. How does this macro work?

Click Upload W Limits.

A dialog box will appear which will allow the user to select the level at which to apply the new
interpretation guidelines

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A dialog box will appear asking the user if they would like an example file.

<Yes> will download the example file.

<No> will allow the user to upload a file that will create/update the wear limits.

If a user is ready to upload the new wear limits file, they would Click “No” when asked if they want an
example file. A dialog box would then appear allowing them to browse to a location to upload the file.

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4. Upload File Information

Is there a specific file format? Yes, new guidelines must be uploaded in a specific file format. An
example of this file format can be downloaded by following the instructions described above.

The download file will appear similar to this depending on which level is selected. There are a variety of
options to apply the wear limits. The user would fill in as much or as little information as necessary to
apply the desired guidelines.

 Customer (At Customer Level) – Must Match the Name of the Customer Record (not the
Company Name or Description)

 Jobsite (At Jobsite Level) – Must match the Name of the Jobsite, not the Description

 Serial Number (At Equipment Level)

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 SN Prefix – Allows a user to apply wear limits to all SN with the same prefix for at the selected
level.
 Model – Must match model as found on either the Model Manager or Equipment Manager
records.

 Compartment Model – Must match compartment model from Equipment record. All
compartment models must match
 Compartment SN Prefix

 Product Family – Available on Model table

 Application – Allows the user to apply limits for specific Industries assigned in the Equipment
Manager. Industry must be manually filled in by dealer users. It is not automatically populated.

 Compartment – Must match the Compartment Code (in Equipment Manager)/Compartment (in
Model Manager) not the Compartment Alias (in Equipment Manager)/Description (in Model
Manager)

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 Analysis – The Name of one Component or a collection of Components. This can be found on the
sample analysis display. (See Appendix 1)

 Component – The individual tests listed under the Analysis heading. This can be found on and
the sample analysis display.
o Some analyses (examples include: Metals or IR) may have multiple components. Some
analyses (examples include V100, V40, W) may have single components.

 NAR Max Limit – Allows a user to set up a No Action Required (Green) upper limit (all values
below this level will not be flagged).
 MR Max Limit – Allows a user to set up a Monitor (Yellow) upper limit. This will also establish the
lower limit for Action Required as anything above the MR Max Limit will be flagged as AR.
 Range – Allows a user to set a value range for a given guideline. This value must have set
minimum and maximum number values and be in the format X-X (ex: 5-10). The system will not
calculate the range using a percentage factor or other variable.
 Fluid Hours – Allows a user to input a desired fluid hour.

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5. Where are my uploaded wear limits?

Users may be familiar with the Edit Grand Children function available on the individual SN
Equipment records. This table is one location where the typical “Wear Tables” can be accessed after
creating a serial number based on an existing Cat Model that has wear tables available. Because this
new feature allows users to upload limits at 3 different levels, there are now three different
locations for wear tables.

 Customer - If the wear limit was uploaded at the Customer level, the wear limits can be
found in the customer record under <Options>

 Jobsite - If the wear limit was uploaded at the Jobsite level, the wear limits can be found in
the jobsite record under <Options>

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 Equipment – If the wear limit was uploaded at the Equipment (Serial Number) level, the
wear limits will be found under the <Edit> -> Edit Grand Children

6. Are there existing business rules?

There are global, system-wide business rules that dealers should be aware of. These business rules have
been put in to help the S∙O∙S Dealer community standardize interpretation and provide easy access to
proprietary information. To minimize any confusion, dealers should maintain a record of any custom
wear limits that are implemented. Any updates to the Wear Limits by the dealer can be viewed at the
appropriate level (Customer, Jobsite, Equipment) via Options - > Display Wear Limit Audit

The Upload W Limits macro (user defined) has been designed to be the primary data flag. This means
that the system will first check for any user defined guidelines. If user defined guidelines are not
present, system guidelines will be applied.

Wear Tables – Caterpillar currently produces and updates wear tables based on global model
populations. These values can be viewed in S∙O∙S Services Manager model and equipment records if

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present. This business rule will flag results for the Metals analysis if they exceed the NAR or the MC
values.

 V100 Business Rules – These rules have been implemented to assist interpreters in evaluation of
viscosity results. These rules have a 2 step process.
 Step 1 - Check the sample result against the Viscosity Table shown below. If the result
matches one of the Compartment Type and Fluid Weight combinations and is below the
minimum OR above the maximum, it should be coded yellow.

Compartment Type Fluid Weight V100 Minimum V100 Maximum

Engine (diesel) 40 12.5 16.3
Engine (diesel) 30 9.3 12.5
Engine (non-diesel) 40 12.5 16.3
Engine (non-diesel) 30 9.3 12.5
Transmission 30 9.3 12.5
Transmission 50 16.3 21.9
Transmission 60 21.9 26.1
Gear 30 9.3 12.5
Gear 50 16.3 21.9
Gear 60 21.9 26.1
Gear 80 7.0 11
Gear 85 11 13.5
Gear 90 13.5 24
Gear 140 24 41
Gear 250 41

 Step 2 - When comparing V100 on current sample to V100 on previous sample (Only most
recent sample) : No action required =< +/- 2 cSt / Monitor Compartment > +/- 2
cSt / Action required >= +/- 3 cSt

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Appendix 1 – List of Analysis and Components*

ANALYSIS COMPONENT ANALYSIS COMPONENT

A A COOL_PHYS Color
API_GRAV API Gravity COOL_PHYS Color Modifier
AROMATICS % Aromatics COOL_PHYS Cool Type
AROMATICS % Olefin COOL_PHYS Foam
ASH Ash COOL_PHYS Molybdate
BASICFUEL API Gravity COOL_PHYS Odor
BASICFUEL Flash Point COOL_PHYS Oil Appearance
BIODIESEL Biodiesel COOL_PHYS Precipitate Amount
BTU_PER_G BTU per Gallon COOL_PHYS Precipitate Appearance
C_RESIDUE Carbon Residue COOL_PHYS Precipitate Color/Contaminant
CE CL COOL_PHYS Precipitate Properties
CE CO3 COOL_PHYS Primary Color
CE FOR COOL_PHYS Reserve Alkalinity
CE GLO COOL_PHYS Secondary Color
CE HAC COUMARIN Coumarin
CE MBT CU_STRIP Copper Strip Corrosion
CE NO2 DEBRIS Debris
CE NO3 DENSITY API Gravity
CE OXA DENSITY Density (specific gravity)
CE SAC DENSITY Relative Density
CE SO4 F F
CE TT FDM FDM
CE WO4 FLASH_PT Flash Point
CETANE Cetane Number FOAM Foam
CETANE_IDX Cetane Index FUEL_COLOR Color Modifier
CETANE_IDX Dens FUEL_COLOR Fuel Color
CETANE_IDX FD10 FUEL_COLOR Method
CETANE_IDX FD50 FUEL_COLOR Visual Clarity
CETANE_IDX FD90 FUEL_COLOR Visual Color
CETANE_NR Cetane Number FUEL_CON CON
CFPP CFPP FUEL_DIST % Lost
CFPP Method FUEL_DIST % Residue
CL CL FUEL_DIST % of Total Crude
CON CON FUEL_DIST 10%
CON CON (calc) FUEL_DIST 20%
COOL_NAW Cool Na W FUEL_DIST 30%
COOL_PHYS Appearance FUEL_DIST 40%

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ANALYSIS COMPONENT ANALYSIS COMPONENT

FUEL_DIST 5% IR ANT
FUEL_DIST 50% IR GLYCOL
FUEL_DIST 60% IR NIT
FUEL_DIST 70% IR OXI
FUEL_DIST 80% IR ST
FUEL_DIST 90% IR SUL
FUEL_DIST 95% LPD ISO
FUEL_DIST Final BP LPD PC Rating
FUEL_DIST Initial BP LPD_ISO 15µ
FUEL_DIST Method LPD_ISO ISO
FUEL_DIST Recovery LUBRICITY Lubricity
FUEL_DIST Temperature MANTEC CON
FUEL_NAW Fuel Na W MANTEC PH
FUEL_STAB Gums and Resins METAL_COOL BO3
H2O H2O METAL_COOL CaC
HPLC BT METAL_COOL MgC
HPLC Benzo_a METAL_COOL MoO4
HPLC EHA METAL_COOL PO4
HPLC MBT METAL_COOL SiO3
HPLC Octa_a METAL_COOL TH
HPLC SAC METALS Ag
HPLC TT METALS Al
HPLC Tol_a METALS B
IC Br METALS Ba
IC CL METALS Be
IC Fl METALS Ca
IC GLO METALS Cd
IC NO2 METALS Co
IC NO3 METALS Cr
IC PO4 METALS Cu
IC SO4 METALS Fe
IP400 IP METALS K
IR ANT METALS Li
IR NIT METALS Mg
IR OXI METALS Mn
IR ST METALS Mo
IR SUL METALS Na

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ANALYSIS COMPONENT ANALYSIS COMPONENT

METALS Ni OIL_PHYS PCT Screen
METALS P OXID_STAB Method
METALS Pb OXID_STAB OXID_STAB
METALS S PART_FUEL Particle Contam in Fuel
METALS Sb PC 100µ
METALS Si PC 10µ
METALS Sn PC 14µ
METALS Sr PC 15µ
METALS Ti PC 18µ
METALS V PC 20µ
METALS Y PC 21µ
METALS Zn PC 25µ
METALS_OX MO_Al2O3 PC 2µ
METALS_OX MO_As2O3 PC 30µ
METALS_OX MO_CaO PC 35µ
METALS_OX MO_CuO PC 38µ
METALS_OX MO_Fe2O3 PC 40µ
METALS_OX MO_K2O PC 45µ
METALS_OX MO_MgO PC 4µ
METALS_OX MO_P2O5 PC 50µ
METALS_OX MO_SO3 PC 55µ
METALS_OX MO_SiO2 PC 5µ
METALS_OX MO_SnO2 PC 60µ
METALS_OX MO_TiO2 PC 65µ
METALS_OX MO_ZnO PC 6µ
METALS_OX MO_ZrO2 PC 70µ
MICRO_FUEL Bacteria PC 75µ
MICRO_FUEL Bacteria Count PC 80µ
MICRO_FUEL Fungus PC 85µ
MICRO_FUEL Fungus Count PC 90µ
MICRO_FUEL Yeast PC 95µ
MICRO_FUEL Yeast Count PC AV
NAS NAS PC ICR
NAW Na W PC ISO
OIL_COLOR Visual Color PC ISO14
OIL_PHYS DEP PC ISO4
OIL_PHYS DEP2 PC ISO6

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ANALYSIS COMPONENT ANALYSIS COMPONENT

PC NAS PFC PF c
PC PC Rating PGC PG c
PC PC Visual PH PH
PC PCT PHYS_FUEL Appearance
PC PQI PHYS_FUEL Centrifuge Solids
PC_PHOTO PC Comments PHYS_FUEL Clear and Bright
PC_PHOTO Photograph file Name PHYS_FUEL Comments
PCT_METALS %Ag PHYS_FUEL Free Water (Vol)
PCT_METALS %Al PHYS_FUEL Free water (desc)
PCT_METALS %B PHYS_FUEL Fuel Odor
PCT_METALS %Ba PHYS_FUEL Nitrate
PCT_METALS %Be PHYS_FUEL Precipitate Amount
PCT_METALS %Ca PHYS_FUEL Precipitate Appearance
PCT_METALS %Cd PHYS_FUEL Precipitate Color
PCT_METALS %Co PHYS_FUEL Sample Volume
PCT_METALS %Cr PHYS_FUEL Water
PCT_METALS %Cu PHYSFL_JPN Appearance
PCT_METALS %Fe PHYSFL_JPN Centrifuge Solids
PCT_METALS %K PHYSFL_JPN Clear and Bright
PCT_METALS %Li PHYSFL_JPN Comments
PCT_METALS %Mg PHYSFL_JPN Free Water (Vol)
PCT_METALS %Mn PHYSFL_JPN Free water (desc)
PCT_METALS %Mo PHYSFL_JPN Fuel Odor
PCT_METALS %Na PHYSFL_JPN Nitrate
PCT_METALS %Ni PHYSFL_JPN Precipitate Amount
PCT_METALS %P PHYSFL_JPN Precipitate Appearance
PCT_METALS %Pb PHYSFL_JPN Precipitate Color
PCT_METALS %S PHYSFL_JPN Sample Volume
PCT_METALS %Sb PHYSFL_JPN Water
PCT_METALS %Si PI PI
PCT_METALS %Sn POUR_CLOUD Cloud Point
PCT_METALS %Sr POUR_CLOUD Pour Point
PCT_METALS %Ti POURPOINT Cloud Point
PCT_METALS %V POURPOINT Pour Point
PCT_METALS %Y PQI PQI
PCT_METALS %Zn PVI PVI
PER_GAS % Gasoline REF_IND BP

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ANALYSIS COMPONENT ANALYSIS COMPONENT

REF_IND FP THERM_STAB Thermal Stability - Percent Reflectance
REF_IND GL TITR_NO2 NO2
SAE_GRADE SAE GRADE TITR_NO2 mL of Titrant
SEDIMENT % Volume TURB Turbidity
SEDIMENT % Weight UREA UREA
SEDIMENT_O PC_PHOTO V100 V100
ST_WEIGHT ST_WEIGHT V30 V30
SUG SUG V40 V40
SULF SULF VAP_PRESS Reid Vapor Pressure
TAN TAN VI VI
TBN TBN W W
THERM_STAB Thermal Stability - Aging Time @ 150 C

*Analysis and Component list current as of Dec 2016. This table is included to help provide
reference and definition to the software test result structure. S∙O∙S Services Manager software
is the single safe source for changes or updates. Always verify analysis and component
structure and terminology using the results in the sample test list for any clarifications, edits or
addition.

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