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Global Dealer Learning

994K WHEEL LOADER


Course PARTICIPANT MATERIALS
SERV2070

CAT, CATERPILLAR, their respective logos, ACERT, “Caterpillar Yellow” and the POWER EDGE
trade dress, as well as corporate and product identity used herein, are trademarks of Caterpillar
and may not be used without permission. © 2015 Caterpillar Inc. All Rights Reserved.
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SERV2070 - 10/15 -2- Course PARTICIPANT MATERIALS

Table Of Contents

Course Preparation
• Course Agenda............................................................................................................................. 5
• Course Description..................................................................................................................... 10
• Learning Outcomes.....................................................................................................................11
• Course Pre-Work........................................................................................................................ 12

Module 1 Power Train


• Learning Outcomes.................................................................................................................... 14
• Lab 1: POWER TRAIN COMPONENT IDENTIFICATION.......................................................... 15
• Lab 2: POWER TRAIN SYSTEM TESTS................................................................................... 19
• Knowledge Check....................................................................................................................... 21

Module 2 Implement System


• Learning Outcomes.................................................................................................................... 25
• Lab 1: IMPLEMENT SYSTEM COMPONENT IDENTIFICATION............................................... 26
• Lab 2: IMPLEMENT SYSTEM TESTS........................................................................................ 30
• Knowledge Check....................................................................................................................... 33

Module 3 Fan System


• Learning Outcomes.................................................................................................................... 37
• Lab 1: FAN SYSTEM COMPONENT IDENTIFICATION............................................................ 38
• Lab 2: FAN SYSTEM TESTS...................................................................................................... 40
• Knowledge Check....................................................................................................................... 42

Module 4 Steering System


• Learning Outcomes.................................................................................................................... 45
• Lab 1: STEERING SYSTEM COMPONENT IDENTIFICATION................................................. 46
• Lab 2: STEERING SYSTEM TESTS.......................................................................................... 49
• Knowledge Check....................................................................................................................... 51

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Module 5 Brake System


• Learning Outcomes.................................................................................................................... 55
• Lab 1: BRAKE SYSTEM COMPONENT IDENTIFICATION....................................................... 56
• Lab 2: BRAKE SYSTEM TESTS................................................................................................ 59
• Knowledge Check....................................................................................................................... 61

Module 6 Axle Oil Cooling System


• Learning Outcomes.................................................................................................................... 65
• Lab 1: AXLE OIL COOLING SYSTEM COMPONENT IDENTIFICATION.................................. 66
• Knowledge Check....................................................................................................................... 69

Module 7 Engine and Support Systems


• Learning Outcomes.................................................................................................................... 73
• Lab 1: ENGINE AND SUPPORT SYSTEM COMPONENT IDENTIFICATION........................... 74
• Knowledge Check....................................................................................................................... 78

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SERV2070 - 10/15 -4- Course PARTICIPANT MATERIALS

Global Dealer Learning

994K Wheel Loader

Course Preparation
PARTICIPANT MATERIALS

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SERV2070 - 10/15 -5- Course PARTICIPANT MATERIALS

Estimated
Day Topic Activity Content Actual
time
Lab 1 Participants will locate and identify the 30 minutes
implement hydraulic system components on
the Lab 1 Worksheets.

Lab 2 Participants will perform testing and adjusting 60 minutes


procedures on the implement hydraulic
system and record the results on the Lab 2
Worksheets.

Knowledge Administer knowledge check. 20 minutes


Check

Visual Review implement hydraulic system learning 10 minutes


Presentation outcomes.

2 Introduction to Safety briefing, fan system learning outcomes 10 minutes


Fan System
Module

Fan System Visual Classroom visual presentation of the fan 60 minutes


Components Presentation system; participants take notes on component
and Operation location and functionality using the Lab 1
Worksheets.

Lab 1 Participants will locate and identify the fan 30 minutes


system components on the Lab 1 Worksheets.

Lab 2 Participants will perform testing and adjusting 60 minutes


procedures on the fan system and record the
results on the Lab 2 Worksheets.

Knowledge Administer knowledge check. 20 minutes


Check

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SERV2070 - 10/15 -6- Course PARTICIPANT MATERIALS

Estimated
Day Topic Activity Content Actual
time
Visual Review fan system learning outcomes. 10 minutes
Presentation

Introduction Safety briefing, steering system learning 10 minutes


to Steering outcomes
System Module

Steering Visual Classroom visual presentation of the steering 60 minutes


System Presentation system; participants take notes on component
Components location and functionality using the Lab 1
and Operation Worksheets.

Lab 1 Participants will locate and identify the 30 minutes


steering system components on the Lab 1
Worksheets.

Lab 2 Participants will perform testing and adjusting 60 minutes


procedures on the steering system and record
the results on the Lab 2 Worksheets.

Knowledge Administer knowledge check. 20 minutes


Check

Visual Review steering system learning outcomes. 10 minutes


Presentation

3 Introduction to Safety briefing, brake system learning 10 minutes


Brake System outcomes
Module

Brake System Visual Classroom visual presentation of the brake 60 minutes


Components Presentation system; participants take notes on component
and Operation location and functionality using the Lab 1
Worksheets.

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Estimated
Day Topic Activity Content Actual
time
Lab 1 Participants will locate and identify the brake 30 minutes
system components on the Lab 1 Worksheets.

Lab 2 Participants will perform testing and adjusting 60 minutes


procedures on the brake system and record
the results on the Lab 2 Worksheets.

Knowledge Administer knowledge check. 20 minutes


Check

Visual Review brake system learning outcomes. 10 minutes


Presentation

Introduction Safety briefing, axle oil cooling system 10 minutes


to Axle Oil learning outcomes
Cooling System
Module

Axle Oil Visual Classroom visual presentation of the axle oil 60 minutes
Cooling System Presentation cooling system; participants take notes on
Components component location and functionality using the
and Operation Lab 1 Worksheets.

Lab 1 Participants will locate and identify the axle 30 minutes


oil cooling system components on the Lab 1
Worksheets.

Knowledge Administer knowledge check. 20 minutes


Check

Visual Review axle oil cooling system learning 10 minutes


Presentation outcomes.

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SERV2070 - 10/15 -8- Course PARTICIPANT MATERIALS

Estimated
Day Topic Activity Content Actual
time
4 Introduction Safety briefing, engine and support systems 10 minutes
to Engine learning outcomes
and Support
Systems
Module
Engine and Visual Classroom visual presentation of the engine 60 minutes
Support Presentation and support systems; participants take notes
Systems on component location and functionality using
Components the Lab 1 Worksheets.
and Operation
Lab 1 Participants will locate and identify the engine 30 minutes
and support systems components on the Lab
1 Worksheets.

Knowledge Administer knowledge check. 20 minutes


Check

Visual Review engine and support systems learning 10 minutes


Presentation outcomes.

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Course Description

• Course purpose/reason This training is designed for participants to locate and identify components, quickly
and accurately diagnose problems, test and properly adjust components, and gain
knowledge of the strategies used in all of the major systems of the 994K Wheel
Loader. Lab exercises will be used for skill development and knowledge check.

• Competency Statement At the completion of this course, you will be able to accurately locate and identify
machine and systems components, diagnose problems, and test and properly
adjust components during lab exercises and classroom knowledge checks with at
least 80% accuracy.

• Audience Level II--field service personnel, resident mechanics, technical communicators,


shop technicians, and customers. All participants should have at least three years
of field or shop experience with hydraulic systems.

• References (additional media) Service Manual(s)  Media No.

Specifications - 3516E Engine UENR4346

Systems Operation, Testing and Adjusting - 3516E Engine UENR4347

Troubleshooting - 3516E Engine UENR4348

Specifications - Power Train, Steering, Braking,


Hydraulic Machine Systems UENR4903

Systems Operation, Testing and Adjusting - Power Train,


Steering, Braking, Hydraulic Machine Systems UENR4904

Troubleshooting - Power Train, Steering, Braking,


Hydraulic Machine Systems UENR5475

Service Manual - Information Display KENR6489

Operation and Maintenance - 994K Wheel Loader SEBU9196

Schematic - Hydraulic System UENR5398

Schematic - Electrical System UENR5399

Specalog

994K Wheel Loader AEHQ7391

Quick Reference Guide

Cat Production Measurement for Large Wheel Loaders AEXQ1712

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Learning Outcomes

• Course learning outcomes Upon completion of this 994K Wheel Loader course, you will be able to:
• Locate and identify major machine components.
• Test and properly adjust machine systems and components.
• Describe systems and component operations.

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11

Global Dealer Learning

994K Wheel Loader

Module 1 Power Train


PARTICIPANT MATERIALS

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Learning Outcomes

• Module learning outcomes You will meet the following learning outcomes during this Power Train module of
the 994K Wheel Loader course:
• Locate, identify, and describe the function of all major components and service
points of the 994K Wheel Loader.
• Test and adjust the Power Train System.

• Module Competency Statement At the completion of this module, you will be able to successfully complete the
following exercises:
• Lab 1 Power Train Component Identification
• Lab 2 Power Train System Tests
• Knowledge Check

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LAB 1: POWER TRAIN Component Identification Name: Date:

Instructions: During the lab exercise, use this sheet as a checklist when identifying components and their functions and fill in
the component function in the space provided .

1. Power Train ECM

Function:

2. Torque Converter

Function:

3. Torque Converter Output Speed Sensor

Function:

4. Engine Speed Sensor

Function:

5. Torque Converter Oil Temperature Sensor

Function:

6. Transmission Oil Temperature Sensor

Function:

7. Transmission

Function:

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LAB 1: POWER TRAIN Component Identification (cont.) Name: Date:

8. Transmission/Torque Converter Pump

Function:

9. Transmission Oil Filter

Function:

10. Torque Converter Oil Filter

Function:

11. Transmission Control Valve

Function:

12. Transmission Output Speed Sensors

Function:

13. Power Train Oil Coolers

Function:

14. Output Transfer Gears

Function:

15. Torque Converter Pedal Position Sensor

Function:

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LAB 1: POWER TRAIN Component Identification (cont.) Name: Date:

16. Impeller Clutch Solenoid

Function:

17. Impeller Clutch Pressure Sensor

Function:

18. Lockup Clutch Solenoid

Function:

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Lab 2: POWER TRAIN SYSTEM TESTS

• Safety Participants will adhere to all site specific safety regulations.

• Instructor note Lab Exercise or Classroom Exercise

Participants will follow the procedures in the service manuals to test and properly
adjust the pressures for the power train system to within specifications.
• Materials needed ❏❏ 994K Wheel Loader
❏❏ Lab 2 Worksheet
❏❏ Operation and Maintenance - 994K Wheel Loader (SEBU9196)
❏❏ Specifications - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR4903)
❏❏ Systems Operation, Testing and Adjusting - Power Train, Steering, Braking,
Hydraulic Machine Systems (UENR4904)
❏❏ Troubleshooting - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR5475)

• Lab preparation Prior to conducting a lab exercise, perform the following steps:
❏❏ Prepare a safety briefing for the lab to be conducted.
❏❏ Select the machine to be used in the lab exercise.
❏❏ Review the lab exercise to ensure participants can demonstrate their ability to
accomplish the objectives.

• Participant instructions Participants are to divide into groups of two. Assign each group to a machine. Use
the service information and the Lab 2 Worksheet to complete the activity.

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LAB 1: POWER TRAIN SYSTEM TESTS Name: Date:

Lab 2: Power Train Hydraulic System Tests Worksheet


POWER TRAIN HYDRAULIC SYSTEM SPECIFICATION ACTUAL
Torque Converter Stall (rpm)
Torque Converter Inlet Pressure (kPa/psi)
Transmission Pump Pressure (kPa/psi)
Torque Converter Outlet Pressure (kPa/psi)
Transmission Lubrication Pressure (kPa/psi)
Impeller Clutch Pressure (kPa/psi)
Lockup Clutch Pressure (kPa/psi)
P1 (speed clutch) Pressure (kPa/psi)
P2 (direction clutch) Pressure (kPa/psi)

If Cat ET is available, record


SPEED RANGE AND DIRECTION WHICH SOLENOIDS WHICH CLUTCHES the following information:
ARE ON? ARE ENGAGED?
Engine at LOW IDLE SOLENOID CURRENT %

Third Speed Forward

Second Speed Forward

First Speed Forward

Neutral

First Speed Reverse

Second Speed Reverse

Third Speed Reverse

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Knowledge Check

• Instructor note Classroom/Shop knowledge check

• Individual exercise Procedure:

The participant will demonstrate competency by completing the worksheets.

• Materials needed ❏❏ Knowledge check worksheets

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TRANSMISSION HYDRAULIC SYSTEM


NEUTRAL

25
1 2 3 5

4
6
2 3

10
7
1 5 4
8

11
9
12
P3 13
P1

14 15
3
16
2

1
P2 5 17

23
4
18
24 19
22
21
20 19
Module 1 Knowledge Check Name: Date

Directions: Fill in the blanks next to the numbers with the correct component name.

1.  8. 

2.  9. 

3.  10. 

4.  11.

5.  12. 

6.  13. 

7.  14. 

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Module 1 Knowledge Check (cont.) Name: Date

15. 21.

16. 22.

17. 23.

18. 24.

19. 25.

20.

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21

Global Dealer Learning

994K Wheel Loader

Module 2 Implement System


PARTICIPANT MATERIALS

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Learning Outcomes

• Module learning outcomes You will meet the following learning outcomes during this Implement System
module of the 994K Wheel Loader course:
• Locate, identify, and describe the function of all major components and service
points of the 994K Wheel Loader.
• Test and adjust the Implement System.

• Module Competency Statement At the completion of this module, you will be able to successfully complete the
following exercises:
• Lab 1 Implement System Component Identification
• Lab 2 Implement System Tests
• Knowledge Check

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LAB 1: IMPLEMENT SYSTEM Component Identification Name: Date:

Instructions: During the lab exercise, use this sheet as a checklist when identifying components and their functions and fill in
the component function in the space provided .

1. Hydraulic Tank

Function:

2. Implement Pumps

Function:

3. Implement Control Valves

Function:

4. Lift Cylinder

Function:

5. Tilt Cylinder

Function:

6. Implement ECM

Function:

7. Lift and Tilt Lever Position Sensors

Function:

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LAB 1: IMPLEMENT SYSTEM


Component Identification (cont.) Name: Date:

8. Implement Lockout Switch

Function:

9. Lift Linkage Position Sensor

Function:

10. Tilt Linkage Position Sensor

Function:

11. Implement Lockout Valve

Function:

12. Electro-hydraulic Pilot Control Valves

Function:

13. Float Solenoid Valves

Function:

14. Implement Pump Solenoids

Function:

15. Case Drain Oil Filters

Function:

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LAB 1: IMPLEMENT SYSTEM


Component Identification (cont.) Name: Date:

16. Implement Pump Screens

Function:

17. Manual Lower Valve

Function:

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Lab 2: IMPLEMENT SYSTEM TESTS

• Safety Participants will adhere to all site specific safety regulations.

• Instructor note Lab Exercise or Classroom Exercise

Participants will follow the procedures in the service manuals to test and properly
adjust the pressures for the implement system to within specifications.
• Materials needed ❏❏ 994K Wheel Loader
❏❏ Lab 2 Worksheets
❏❏ Operation and Maintenance - 994K Wheel Loader (SEBU9196)
❏❏ Specifications - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR4903)
❏❏ Systems Operation, Testing and Adjusting - Power Train, Steering, Braking,
Hydraulic Machine Systems (UENR4904)
❏❏ Troubleshooting - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR5475)
❏❏ Schematic - Hydraulic System (UENR5398)

• Lab preparation Prior to conducting a lab exercise, perform the following steps:
❏❏ Prepare a safety briefing for the lab to be conducted.
❏❏ Select the machine to be used in the lab exercise.
❏❏ Review the lab exercise to ensure participants can demonstrate their ability to
accomplish the objectives.

• Participant instructions Participants are to divide into groups of two. Assign each group to a machine. Use
the service information and the Lab 2 Worksheets to complete the activity.

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LAB 2: IMPLEMENT SYSTEM TESTS Name: Date:

CYCLE TIME CHECK 1st Test 2nd Test 3rd Test


RAISE
LOWER
TILT BACK
DUMP

Oil Temp _______ °F

Cycle times within specifications? _______ Yes _______ No

Calibration Complete
Implement Electronic System
Yes No
Lever Sensor Calibration (VIMS)
Lever Sensor Calibration (ET)
Linkage Sensor Calibration (VIMS)
Linkage Sensor Calibration (ET)
Pump Solenoid Calibration (VIMS)
Pump Solenoid Calibration (ET)
Valve Solenoid Calibration (VIMS)
Valve Solenoid Calibration (ET)

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LAB 2: IMPLEMENT SYSTEM TESTS (cont.) Name: Date:

Implement Hydraulic System Spec Actual


Lift Cylinder Drift (VIMS)
Tilt Cylinder Drift (VIMS)
Impl Pump Lift Time - Right Front Pump (VIMS) (Time)
Impl Pump Lift Time - Right Rear Pump (VIMS) (Time)
Impl Pump Lift Time - Left Front Pump (VIMS) (Time)
Impl Pump Lift Time - Left Rear Pump (VIMS) (Time)
TC Stall and Impl Pump Dbl Stall (VIMS) (rpm)
Pilot Pressure (kPa/psi)
Pilot Pressure - Dead Engine (kPa/psi)
Main Relief Valve Pressure (VIMS) (kPa/psi)
Left Tilt Pilot Pressure (kPa/psi)
Right Tilt Pilot Pressure (kPa/psi)
Left Dump Pilot Pressure (kPa/psi)
Right Dump Pilot Pressure (kPa/psi)
Left Raise Pilot Pressure (kPa/psi)
Right Raise Pilot Pressure (kPa/psi)
Left Lower Pilot Pressure (kPa/psi)
Right Lower Pilot Pressure (kPa/psi)
Tilt Head End Line Relief Pressure (ET) (kPa/psi)
Tilt Rod End Line Relief Pressure (ET) (kPa/psi)
Lift Head End Line Relief Pressure (ET) (kPa/psi)

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Knowledge Check

• Instructor note Classroom/Shop knowledge check

• Individual exercise Procedure:

The participant will demonstrate competency by completing the worksheets.

• Materials needed ❏❏ Knowledge check worksheets

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SERV2070 - 10/15 -30- Course PARTICIPANT MATERIALS

994K
IMPLEMENT CONTROL VALVES
HOLD
25 25
26 26

11 21
6 8
10 7
9 8
7 10
5 9 13
19 13 19
4

14 27
3 27 20
17 15
15 17
14 16
2 16 12
12 18
1 18
22

22

23 24
30
Module 2 Knowledge Check Name: Date

Directions: Fill in the blanks next to the numbers with the correct component name.

1.  8. 

2.  9. 

3.  10. 

4.  11.

5.  12. 

6.  13. 

7.  14. 

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SERV2070 - 10/15 -31- Course PARTICIPANT MATERIALS
Module 2 Knowledge Check (cont.) Name: Date

15. 22.

16. 23.

17. 24.

18. 25.

19. 26.

20. 27.

21.

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32

Global Dealer Learning

994K Wheel Loader

Module 3 Fan System


PARTICIPANT MATERIALS

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Learning Outcomes

• Module learning outcomes You will meet the following learning outcomes during this Fan System module of
the 994K Wheel Loader course:
• Locate, identify, and describe the function of all major components and service
points of the 994K Wheel Loader.
• Test and adjust the Fan System.

• Module Competency Statement At the completion of this module, you will be able to successfully complete the
following exercises:
• Lab 1 Fan System Component Identification
• Lab 2 Fan System Tests
• Knowledge Check

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LAB 1: FAN SYSTEM Component Identification Name: Date:

Instructions: During the lab exercise, use this sheet as a checklist when identifying components and their functions and fill in
the component function in the space provided .

1. Fan Pump

Function:

2. Fan Speed Solenoid Valve

Function:

3. Fan Pump Pressure Sensor

Function:

4. Flow Control Valve

Function:

5. Bypass Valve

Function:

6. Fan Speed Sensor

Function:

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Lab 2: FAN SYSTEM TESTS

• Safety Participants will adhere to all site specific safety regulations.

• Instructor note Lab Exercise or Classroom Exercise

Participants will follow the procedures in the service manuals to test and properly
adjust the pressures for the fan system to within specifications.
• Materials needed ❏❏ 994K Wheel Loader
❏❏ Lab 2 Worksheet
❏❏ Operation and Maintenance - 994K Wheel Loader (SEBU9196)
❏❏ Specifications - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR4903)
❏❏ Systems Operation, Testing and Adjusting - Power Train, Steering, Braking,
Hydraulic Machine Systems (UENR4904)
❏❏ Troubleshooting - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR5475)

• Lab preparation Prior to conducting a lab exercise, perform the following steps:
❏❏ Prepare a safety briefing for the lab to be conducted.
❏❏ Select the machine to be used in the lab exercise.
❏❏ Review the lab exercise to ensure participants can demonstrate their ability to
accomplish the objectives.

• Participant instructions Participants are to divide into groups of two. Assign each group to a machine. Use
the service information and the Lab 2 Worksheet to complete the activity.

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LAB 2: FAN SYSTEM TESTS Name: Date:

Fan System Tests


Specification Actual Within specification?
Margin Pressure
High Pressure Cutoff
Minimum Fan Speed
Maximum Fan Speed

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Knowledge Check

• Instructor note Classroom/Shop knowledge check

• Individual exercise Procedure:

The participant will demonstrate competency by completing the worksheets.

• Materials needed ❏❏ Knowledge check worksheets

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994K FAN HYDRAULIC SYSTEM


MAXIMUM FAN SPEED

8
4

5
3

9 2

6 10

7
1
38
Module 3 Knowledge Check Name: Date

Directions: Fill in the blanks next to the numbers with the correct component name.

1.  6. 

2.  7. 

3.  8. 

4.  9. 

5.  10. 

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39

Global Dealer Learning

994K Wheel Loader

Module 4 Steering System


PARTICIPANT MATERIALS

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Learning Outcomes

• Module learning outcomes You will meet the following learning outcomes during this Steering System module
of the 994K Wheel Loader course:
• Locate, identify, and describe the function of all major components and service
points of the 994K Wheel Loader.
• Test and adjust the Steering System.

• Module Competency Statement At the completion of this module, you will be able to successfully complete the
following exercises:
• Lab 1 Steering System Component Identification
• Lab 2 Steering System Tests
• Knowledge Check

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LAB 1: STEERING SYSTEM Component Identification Name: Date:

Instructions: During the lab exercise, use this sheet as a checklist when identifying components and their functions and fill in
the component function in the space provided .

1. Steering Pumps

Function:

2. Steering Control Valve

Function:

3. Diverter Valve

Function:

4. Backup Pressure Reducing Valve

Function:

5. Steering Cylinders
Function:

6. Steering Pilot Valve

Function:

7. Primary Steering Pilot Pressure Switch

Function:

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LAB 1: STEERING SYSTEM


Component Identification (cont.) Name: Date:

8. Secondary Steering Pump

Function:

9. Neutralizer Valves

Function:

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Lab 2: STEERING SYSTEM TESTS

• Safety Participants will adhere to all site specific safety regulations.

• Instructor note Lab Exercise or Classroom Exercise

Participants will follow the procedures in the service manuals to test and properly
adjust the pressures for the steering system to within specifications.
• Materials needed ❏❏ 994K Wheel Loader
❏❏ Lab 2 Worksheet
❏❏ Operation and Maintenance - 994K Wheel Loader (SEBU9196)
❏❏ Specifications - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR4903)
❏❏ Systems Operation, Testing and Adjusting - Power Train, Steering, Braking,
Hydraulic Machine Systems (UENR4904)
❏❏ Troubleshooting - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR5475)

• Lab preparation Prior to conducting a lab exercise, perform the following steps:
❏❏ Prepare a safety briefing for the lab to be conducted.
❏❏ Select the machine to be used in the lab exercise.
❏❏ Review the lab exercise to ensure participants can demonstrate their ability to
accomplish the objectives.

• Participant instructions Participants are to divide into groups of two. Assign each group to a machine. Use
the service information and the Lab 2 Worksheet to complete the activity.

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LAB 2: STEERING SYSTEM TESTS Name: Date:

PILOT AND ELECTRO-HYDRAULIC STEERING SYSTEM PRESSURE TESTS


Specification Actual Within specification?
Pilot Pressure
Margin Pressure
Pump Cut-off Pressure

PUMP COMPENSATOR VALVE ADJUSTMENT

Does the flow compensator valve need adjustment? _______ Yes _______ No

Does the pressure compensator valve need adjustment? _______ Yes _______ No

Which tests indicate if the flow compensator or the pressure compensator need adjustment?

_____________________________________________________________________________________

_____________________________________________________________________________________

CYCLE TIME CHECK 1st Test 2nd Test 3rd Test


LEFT
RIGHT

Oil Temp _______ °F

Cycle times within specifications? _______ Yes _______ No

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SERV2070 - 10/15 -45- Course PARTICIPANT MATERIALS

Knowledge Check

• Instructor note Classroom/Shop knowledge check

• Individual exercise Procedure:

The participant will demonstrate competency by completing the worksheets.

• Materials needed ❏❏ Knowledge check worksheets

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SERV2070 - 10/15 -46- Course PARTICIPANT MATERIALS

994K STEERING SYSTEM


HOLD
6

21
4 10
20 7 19

5
18 17 16
11

14 15
3

13
1

12 9 9
8 8
2
46
Module 4 Knowledge Check Name: Date

Directions: Fill in the blanks next to the numbers with the correct component name.

1.  8. 

2.  9. 

3.  10. 

4.  11. 

5.  12. 

6.  13. 

7.  14. 

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SERV2070 - 10/15 -47- Course PARTICIPANT MATERIALS
Module 4 Knowledge Check (cont.) Name: Date

15. 19.

16. 20.

17. 21.

18.

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SERV2070 - 10/15 -48- Course PARTICIPANT MATERIALS

48

Global Dealer Learning

994K Wheel Loader

Module 5 Brake System


PARTICIPANT MATERIALS

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SERV2070 - 10/15 -49- Course PARTICIPANT MATERIALS

Learning Outcomes

• Module learning outcomes You will meet the following learning outcomes during this Brake System module of
the 994K Wheel Loader course:
• Locate, identify, and describe the function of all major components and service
points of the 994K Wheel Loader.
• Test and adjust the Brake System.

• Module Competency Statement At the completion of this module, you will be able to successfully complete the
following exercises:
• Lab 1 Brake System Component Identification
• Lab 2 Brake System Tests
• Knowledge Check

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SERV2070 - 10/15 -50- Course PARTICIPANT MATERIALS

LAB 1: BRAKE SYSTEM Component Identification Name: Date:

Instructions: During the lab exercise, use this sheet as a checklist when identifying components and their functions and fill in
the component function in the space provided .

1. Steering and Brake Tank

Function:

2. Brake Pump

Function:

3. Relief Valve

Function:

4. Brake Accumulators

Function:

5. Service Brake Valve

Function:

6. Service Brakes

Function:

7. Service Brake Pressure Switches

Function:

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SERV2070 - 10/15 -51- Course PARTICIPANT MATERIALS

LAB 1: STEERING SYSTEM


Component Identification (cont.) Name: Date:

8. Parking Brake Switch

Function:

9. Parking Brake

Function:

10. Parking Brake Valve

Function:

11. Parking Brake Pressure Sensor

Function:

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SERV2070 - 10/15 -52- Course PARTICIPANT MATERIALS

Lab 2: BRAKE SYSTEM TESTS

• Safety Participants will adhere to all site specific safety regulations.

• Instructor note Lab Exercise or Classroom Exercise

Participants will follow the procedures in the service manuals to test and properly
adjust the pressures for the brake system to within specifications.
• Materials needed ❏❏ 994K Wheel Loader
❏❏ Lab 2 Worksheet
❏❏ Operation and Maintenance - 994K Wheel Loader (SEBU9196)
❏❏ Specifications - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR4903)
❏❏ Systems Operation, Testing and Adjusting - Power Train, Steering, Braking,
Hydraulic Machine Systems (UENR4904)
❏❏ Troubleshooting - Power Train, Steering, Braking, Hydraulic Machine Systems
(UENR5475)

• Lab preparation Prior to conducting a lab exercise, perform the following steps:
❏❏ Prepare a safety briefing for the lab to be conducted.
❏❏ Select the machine to be used in the lab exercise.
❏❏ Review the lab exercise to ensure participants can demonstrate their ability to
accomplish the objectives.

• Participant instructions Participants are to divide into groups of two. Assign each group to a machine. Use
the service information and the Lab 2 Worksheet to complete the activity.

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SERV2070 - 10/15 -53- Course PARTICIPANT MATERIALS

LAB 2: BRAKE SYSTEM TESTS Name: Date:

BRAKE SYSTEM PRESSURE TESTS


Specification Actual
Brake System Supply Pressure
Front Service Brake Control Valve Pressure
Rear Service Brake Control Valve Pressure
Parking Brake Pressure

SERVICE BRAKE TEST

Did the service brakes keep the machine from moving in Third Speed Reverse at HIGH IDLE? _______ Yes _______ No

If the machine moves during the test, what is the next course of action? ______________________________________

_________________________________________________________________________________________________

PARKING BRAKE TEST

Did the parking brake keep the machine from moving in Second Speed Forward at HIGH IDLE? _______ Yes _______ No

If the machine moves during the test, what is the next course of action? _______________________________________

__________________________________________________________________________________________________

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SERV2070 - 10/15 -54- Course PARTICIPANT MATERIALS

Knowledge Check

• Instructor note Classroom/Shop knowledge check

• Individual exercise Procedure:

The participant will demonstrate competency by completing the worksheets.

• Materials needed ❏❏ Knowledge check worksheets

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SERV2070 - 10/15 -55- Course PARTICIPANT MATERIALS

994K BRAKE HYDRAULIC SCHEMATIC


CUT-IN CYCLE
PARKING BRAKE ENGAGED / SERVICE BRAKES ENGAGED

16

1
11
14
9
12 15
13 10

8
4 5

7 6
3
2
17 19
18
55
Module 5 Knowledge Check Name: Date

Directions: Fill in the blanks next to the numbers with the correct component name.

1.  8. 

2.  9. 

3.  10. 

4.  11. 

5.  12. 

6.  13. 

7.  14. 

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SERV2070 - 10/15 -56- Course PARTICIPANT MATERIALS
Module 5 Knowledge Check (cont.) Name: Date

15. 18.

16. 19.

17.

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SERV2070 - 10/15 -57- Course PARTICIPANT MATERIALS

57

Global Dealer Learning

994K Wheel Loader

Module 6 Axle Oil Cooling System


PARTICIPANT MATERIALS

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SERV2070 - 10/15 -58- Course PARTICIPANT MATERIALS

Learning Outcomes

• Module learning outcomes You will meet the following learning outcomes during this Axle Oil Cooling System
module of the 994K Wheel Loader course:
• Locate, identify, and describe the function of all major components and service
points of the 994K Wheel Loader.

• Module Competency Statement At the completion of this module, you will be able to successfully complete the
following exercises:
• Lab 1 Axle Oil Cooling System Component Identification
• Knowledge Check

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SERV2070 - 10/15 -59- Course PARTICIPANT MATERIALS

LAB 1: AXLE OIL COOLING SYSTEM


Component Identification Name: Date:

Instructions: During the lab exercise, use this sheet as a checklist when identifying components and their functions and fill in
the component function in the space provided .

1. Front Axle Cooling Fan Pump

Function:

2. Pilot/Axle Oil Cooling Pump

Function:

3. Rear Axle Cooling Motor

Function:

4. Axle Oil Pressure Switch

Function:

5. Rear Axle Oil Temperature Sensor

Function:

6. Front Axle Cooling Motor

Function:

7. Front Axle Oil Temperature Sensor

Function:

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SERV2070 - 10/15 -60- Course PARTICIPANT MATERIALS

LAB 1: AXLE OIL COOLING SYSTEM


Component Identification (cont.) Name: Date:

8. Thermostatic Bypass Valve

Function:

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SERV2070 - 10/15 -61- Course PARTICIPANT MATERIALS

Knowledge Check

• Instructor note Classroom/Shop knowledge check

• Individual exercise Procedure:

The participant will demonstrate competency by completing the worksheets.

• Materials needed ❏❏ Knowledge check worksheets

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SERV2070 - 10/15 -62- Course PARTICIPANT MATERIALS

994K AXLE OIL COOLING SYSTEM

11
11
12
13
10
12 19
8 8
12
7 9
18
7 12
9
5
6
4
14
6
3
17 15
16
2
1
62
Module 6 Knowledge Check Name: Date

Directions: Fill in the blanks next to the numbers with the correct component name.

1.  8. 

2.  9. 

3.  10. 

4.  11. 

5.  12. 

6.  13. 

7.  14. 

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SERV2070 - 10/15 -63- Course PARTICIPANT MATERIALS
Module 6 Knowledge Check (cont.) Name: Date

15. 18.

16. 19.

17.

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SERV2070 - 10/15 -64- Course PARTICIPANT MATERIALS

64

Global Dealer Learning

994K Wheel Loader

Module 7 Engine and Support


Systems
PARTICIPANT MATERIALS

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SERV2070 - 10/15 -65- Course PARTICIPANT MATERIALS

Learning Outcomes

• Module learning outcomes You will meet the following learning outcomes during this Engine and Support
System module of the 994K Wheel Loader course:
• Locate, identify, and describe the function of all major components and service
points of the 994K Wheel Loader.

• Module Competency Statement At the completion of this module, you will be able to successfully complete the
following exercises:
• Lab 1 Engine and Support System Component Identification
• Knowledge Check

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SERV2070 - 10/15 -66- Course PARTICIPANT MATERIALS

LAB 1: ENGINE AND SUPPORT SYSTEM


Component Identification Name: Date:

Instructions: During the lab exercise, use this sheet as a checklist when identifying components and their functions and fill in
the component function in the space provided .

1. Engine ECM

Function:

2. Electric Priming Pump

Function:

3. Fuel Transfer Pump

Function:

4. Secondary Fuel Filters

Function:

5. Fuel Transfer Pump Outlet Pressure Sensor

Function:

6. Fuel Injectors

Function:

7. Fuel Pressure Regulator

Function:

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SERV2070 - 10/15 -67- Course PARTICIPANT MATERIALS

LAB 1: AXLE OIL COOLING SYSTEM


Component Identification (cont.) Name: Date:

8. Engine Coolant Temperature Sensor

Function:

9. Engine Oil Pressure Sensors (pre-filter and post-filter)

Function:

10. Lower Engine Oil Level Switch

Function:

11. Upper Engine Oil Level Switch

Function:

12. Crankcase Pressure Sensor

Function:

13. Turbocharger Inlet Temperature Sensors

Function:

14. Turbocharger Inlet Pressure Sensors

Function:

15. Atmospheric Pressure Sensor

Function:

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SERV2070 - 10/15 -68- Course PARTICIPANT MATERIALS

LAB 1: ENGINE AND SUPPORT SYSTEM


Component Identification (cont.) Name: Date:

16. Turbochargers (4)

Function:

17. Ether Starting Aid

Function:

18. Throttle Pedal Position Sensor

Function:

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SERV2070 - 10/15 -69- Course PARTICIPANT MATERIALS

Knowledge Check

• Instructor note Classroom/Shop knowledge check

• Individual exercise Procedure:

The participant will demonstrate competency by completing the worksheets.

• Materials needed ❏❏ Knowledge check worksheets

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SERV2070 - 10/15 -70- Course PARTICIPANT MATERIALS

994K ENGINE COOLING SYSTEM

5
6
4

70
Module 7 Knowledge Check WORKSHEET 1 Name: Date

Directions: Fill in the blanks next to the numbers with the correct component name.

1.  4. 

2.  5. 

3.  6. 

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SERV2070 - 10/15 -71- Course PARTICIPANT MATERIALS

FUEL SYSTEM

9
8 7

2
6
4
3

1
71
Module 7 Knowledge Check WORKSHEET 2 Name: Date

Directions: Fill in the blanks next to the numbers with the correct component name.
1. 6.

2. 7.

3. 8.

4. 9.

5.

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