Perform Pre and Post Operation Procedure
Perform Pre and Post Operation Procedure
Perform Pre and Post Operation Procedure
Upon completion of this module, study the evidence plan at the end of
the last learning element of this module then ask your trainer to
assess you. You will be given a certificate of completion as proof that
you have met the standard requirements (knowledge, skills and
attitude) for this module. The assessment could be made in different
methods, as prescribed in the competency standard.
You may have some of most of the knowledge and skills covered in
this learner’s guide because you have
Been working for some time
Already completed training in this area
List of Competencies
MODULE CONTENT
CERTIFICATION LEVEL : NC II
SUMMARY OF LEARNING OUTCOMES :
ASSESSMENT CRITERIA:
COMPETENCY SUMMARY
ASSESSMENT CRITERIA:
CONTENTS:
ASSESSMENT CRITERIA:
ASSESSMENT CRITERIA:
CONTENTS:
ASSESSMENT CRITERIA:
CONTENTS:
ASSESSMENT CRITERIA:
1. Hydraulic excavator Safety devices are checked for
functionality according safety regulation
2. Personal safety devices are checked in accordance with OHS
procedure,
CONTENTS:
ASSESSMENT CRITERIA:
CONTENTS:
LEARNING EXPERIENCES
Here are the most common excavator types and their best uses
The operator of the excavator uses pedals and levers to steer the
equipment, and to move backwards and forwards. Tracks, similar to
tank tracks, are activated by the diesel powered engine, and hydraulic
motors control the arm of the excavator
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TASK SHEET 1.1-1
Title: Identify Hydraulic Excavator /
Components Parts
Performance Objective:
Give the required area / facility venue, the needed
equipment and materials, the student will be identify the Hydraulic
Excavator types and components parts.
Supplies/Materials : Pre-operation inspection checklist
Equipment : Hydraulic Excavator
Steps/Procedure :
Identify the parts of a Hydraulic Excavator
Boom.
Boom Cylinder.
Bottom Roller(s)
Bucket.
Bucket Cylinder.
Cab, ROPS.
Car Body.
Dipper, Arm, Stick, Crowd Cylinder.
Check each part for defects/damage.
PERFORMANCE CRITERIA CHECKLIST
Task Sheet LO1. 1.1-1
CRITERIA Yes No
1. Types of Hydraulic Excavator are identified.
2. Hydraulic Excavator component structures are
identified and functions are explained.
LEARNING OUTCOME # 2 PERFORM VISUAL CHECK OF
EQUIPMENT.
CONTENTS:
Specification, Limitations and Classifications of Hydraulic
Excavator based on operations and maintenance manual.
Controls, instruments, indicators functions and application.
Equipment brand, model, parts, warning decals, jobsite and
work conditions
ASSESSMENT CRITERIA:
1. Hydraulic excavators are selected based on job requirements.
2. Operator serviceable (OS) parts are checked in accordance with
equipment checklist and manufacturer’s procedures.
3. Performed walk-around check with the hydraulic excavator,
with engine stopped and keys removed based on standard
procedures.
CONDITIONS:
Students/trainees must be provided with the following:
LEARNING EXPERIENCES
Learning Outcome 2: Perform visual check of equipment
Dragline Excavators
Suction Excavators
Unlike standard excavators, skid steers have booms and buckets that
face away from a driver. This orientation allows the attachments to
reach over the cab instead of around it, making them useful in more
narrow areas and maneuvering tricky turns.
They are often used for digging pools, site cleaning, residential work,
and debris removal, where space is more limited and objects are
spread out apart.
Long Reach Excavators
Buckets
Buckets are the most common attachments seen on excavators. These
steel attachments have teeth-like edges that can provide digging and
scooping capabilities. Buckets come in different varieties. The most
common are ditching buckets — which is designed for grading stones
— and trenching buckets, which are used to dig trenches.
Auger
Attaching an auger allows you to bore into the ground. Powered by
hydraulic circuits, these helical attachments have the ability to reach
over objects and drill deep holes. Augers come in different
specifications and sizes for various digging conditions and terrains —
they range from 4 inches to 50 inches in length and can dig up to 32
feet.
Breaker
Breakers are similar to jackhammers but are much larger in size.
With the ability to provide up to 1000 pounds of impact energy, these
attachments are used to break into tougher surfaces like stone and
concrete.
Clamp
Clamps allow excavator operators to pick up large materials such as
tree stumps and concrete that are too oversized for a bucket. The
attachments can be used with buckets or as pieces in a grapple.
Clamps are easy to attach and detach from excavators.
Coupler
Couplers allow you to quickly switch between tools and attachments
without a crew. This is handy when you are moving between different
tasks and processes on a job site.
The most commonly used control pattern throughout the world is the
ISO controls. In the ISO control pattern, the left hand
joystick controls Swing (left & right) and the Stick Boom (away &
close), and the right hand joystick controls the Main Boom (up &
down) and Bucket motions (close & dump).
SELF-CHECK OF 1.1-2
1. Crawler Excavators
2. Dragline Excavators
3. Suction Excavators
4. Skid Steer Excavators
5. Long Reach Excavators
TASK SHEET 1.1-2
Title: PERFORM VISUAL CHECK OF
EQUIPMENT.
Performance Objective:
Give the required area / facility venue, the needed
equipment and materials, the student will be able to perform
Checking Operator Serviceable (OS) Parts in one hour only (1 hour).
Supplies/Materials : Pre-operation inspection checklist
Equipment : Hydraulic Excavator
Steps/Procedure :
Identify the parts of a Hydraulic Excavator
Boom.
Boom Cylinder.
Bottom Roller(s)
Bucket.
Bucket Cylinder.
Cab, ROPS.
Car Body.
Dipper, Arm, Stick, Crowd Cylinder.
PERFORMANCE CRITERIA CHECKLIST
Task Sheet LO2. 1.1-2
CRITERIA Yes No
1. OS (Operator’s Serviceable) parts/standard is
serviced according to the manufacturer’s
condition.
2. Fluids and lubricants are used based on
manufacturer’s specification
3. Appropriate basic hand tools and equipment
are used as per job requirements.
LEARNING OUTCOME # 3 Perform BLOWAF Check
CONTENTS:
Battery (conditions and connections)
Lights (Lighting System)
Oil ( level)
Water (level)
Air ( air filter and connections)
Fuel ( level , lines and connections)
ASSESSMENT CRITERIA:
1. BLOWAF inspection are performed following equipment
checklist and with engine stopped.
CONDITIONS:
Students/Trainees must be provided with the following:
PERFORM BLOWAF
Types
Car batteries have different uses and various other elements are
alloyed with the lead such as a calcium, cadmium or strontium to
change density, hardness, or porosity of the plates.
The starting (cranking) or shallow cycle type is designed to
deliver quick burst of energy, usually to start an engine. They
usually have a greater plate count in order to have a larger
surface area that provides high amperage for short period of
time. Once the engine is started, they are being continuously
recharged.
The deep cycle type is designed to continuously provide power
for long periods of time (for example in a golf cart). They can
also be used to store energy from a photovoltaic array or a small
wind turbine. They usually have thicker plates in order to have
a greater capacity and survive a higher number of
charge/discharge cycles.
Fluid Level
The majority of batteries today are maintenance free and don’t require
top up. If your battery has easily detachable tops then a top up may
be required from time to time. In this case simply remove the tops and
top up the cells with distilled or deionized water just above the visible
plates.
Tap or rain water should never be used they both can contain high
levels of minerals which will impair battery performance.
Changing a battery
Light
Oil
Water
The advantages of using water cooling over air include water’s higher
specific heat capacity, density and thermal conductivity. This allows
water to transmit heat over greater distances with much less
volumetric flow and reduced temperature difference. For cooling CPU
cores, this is its primary advantage: the tremendously increased
ability to transport heat away from source to a secondary cooling
surface allows for large, more optimally designed radiators rather than
small, inefficient fins mounted on or near a heat source such as a
CPU core.
The use of water cooling carries the risk of damage from freezing.
Automotive and many other engine cooling applications require the
use of a water and antifreeze mixture to lower the freezing point to a
temperature unlikely to be experienced. Antifreeze also inhibits
corrosion from dissimilar metals and can increase the boiling point,
allowing a wider range of water cooling temperatures. Its distinctive
odor also alerts operators to cooling system leaks and problems that
would go unnoticed in a water-only cooling system.
Another less common chemical additive is products to reduce surface
tension. These additives are meant to increase the efficiency of
automotive cooling system. Such products are used to enhance the
cooling of underperforming or undersized cooling systems or in racing
where the weight of a larger cooling system could be a disadvantage.
Air
A modern air intake system should have three main parts, an air
filter, mas flow sensor, and throttle body. Many cars today now
include a silencer to minimize the noise entering the cabin. Silencers
impede air flow and create turbulence which reduce total power, so
many performance enthusiasts often remove them.
Fuel Oil
5. Trickle Charging
Slow Charging
Quick Charging
TASK SHEET 1.1-3
Title: PERFORM BLOWAF CHECK
Performance Objective: Know how to adopt (BLOWAF) procedure in
checking the vehicle.
Supplies/Materials : Pre-operation inspection checklist
Equipment : Hydraulic Excavator
Steps/Procedure :
PERFORM BLOWAF
ASSESSMENT METHODS:
1. Direct observation
2. Written test/questioning
LEARNING EXPERIENCES
1. Check the oil fluid level. Pull out the dipstick. ...
2. Pull down the "Hood Open" lever in the front of the engine to
open the engine cover
3. Hold the cover open and place the rod in the retaining bracket
to keep it open.
4. Check the coolant level.
5. Check the hydraulic oil level
Visual Tests
Is the electric motor running? This sounds like a no-brainer, but it
should not be overlooked. I was teaching a class at a plant in
Kentucky a few years ago when a student came in one morning and
said they had an overheating problem on the press the previous night.
He said they changed the filtering and cooling pump to only find out
later that the motor had been turned off.
Is the pump shaft rotating? Many times this is difficult to tell because
of coupling guards and C-face mounts. I know of one plant where the
pressure at the pump outlet port was fluctuating. They changed the
pump and found that the worn key on the shaft had damaged the
keyway on the coupling.
Check the oil level. This also should be obvious, as it often is the only
thing checked before the pump is changed. The oil level should be 3
inches above the pump suction. Otherwise, a vortex can form in the
reservoir, allowing air into the pump.
If the oil level is low, determine where the leak is in the system. Leaks
can be difficult to find. A press-roll hydraulic system at a paper mill in
South Carolina had a continual problem with low oil levels, but the
leak could not be found. The hydraulic unit was in the basement, and
the piping ran up through the deck to the roll upstairs. To help find
the leak, dye was added to the reservoir. An ultraviolet flashlight and
goggles were then used to locate the leak, which was 30 feet in the air
just below the second level.
Sound Checks
What does the pump sound like when it is operating
normally? Vane pumps generally are quieter than piston and gear
pumps. If the pump has a high-pitched whining sound, it most likely
is activating. If it has a knocking sound, like marbles rattling around,
then aeration is probably occurring.
Cavitation
Cavitation is the formation and collapse of air cavities in the liquid.
When the pump cannot get the total volume of oil it needs, cavitation
occurs. Hydraulic oil contains approximately 9 percent dissolved air.
When the pump does not receive adequate oil volume at its suction
port, high vacuum pressure occurs.
This dissolved air is pulled out of the oil on the suction side and then
collapses or implodes on the pressure side. The implosions produce a
very steady, high-pitched sound. As the air bubbles collapse, damage
is caused inside the pump.
Aeration
Aeration is sometimes known as pseudo cavitation because air is
entering the pump suction cavity. However, the causes of aeration are
entirely different than that of cavitation. While cavitation pulls air out
of the oil, aeration is the result of outside air entering the pump’s
suction line.
A number of things can cause aeration, including an air leak in the
suction line. This could be in the form of a loose connection, a cracked
line or an improper fitting seal. One method of finding the leak is to
squirt oil around the suction line fittings. The fluid will be
momentarily drawn into the suction line, and the knocking sound
inside the pump will stop for a short period of time once the air flow
path is found.
Last year I received a troubleshooting call from a paper mill in
Wisconsin where one of the pressure-compensating pumps had been
changed because it would not build and maintain pressure. When the
new pump also did not build pressure, the manual valve in the outlet
line was closed to isolate the pump from the system.
Pressure still would not build up. Since there were no other valves in
the outlet line, the issue had to be in the suction line. After closer
inspection, a crack was found in the suction line pipe.
A bad shaft seal can also cause aeration if the system is supplied by
one or more fixed displacement pumps. Oil that bypasses inside a
fixed displacement pump is ported back to the suction port. If the
shaft seal is worn or damaged, air can flow through the seal and into
the pump’s suction cavity.
This recently occurred on a refiner where the hydraulic pump was
used to maintain a precise gap between the discs. Several minutes
after the system was turned on, foam started coming out of the
reservoir.
After the pump was changed, a crack was found in the mounting
bracket. This led to the shaft being out of alignment, wearing the seal.
A misaligned coupling can cause a shaft seal to wear prematurely as
well.
As mentioned previously, if the oil level is too low, oil can enter the
suction line and flow into the pump. Therefore, always check the oil
level with all cylinders in the retracted position.
If a new pump is installed and pressure will not build, the shaft may
be rotating in the wrong direction. Some gear pumps can be rotated in
either direction, but most have an arrow on the housing indicating the
direction of rotation.
Pump rotation should always be viewed from the shaft end. If the
pump is rotated in the wrong direction, adequate fluid will not fill the
suction port due to the pump’s internal design.
Due to the size of the suction port, adequate oil cannot fill the
suction cavity in the pump, resulting in cavitation. Although
this rarely happens, some pumps are rated at a maximum drive
speed of 1,200 revolutions per minute (RPM), while others have
a maximum speed of 3,600 RPM. The drive speed should be
checked any time a pump is replaced with a different brand or
model.
SELF-CHECK 1.1-4
1. Fluid level.
2. "Hood Open"
3. rod
4. coolant level
5. hydraulic
TASK SHEET 1.1-4
Title: CHECK SAFETY DEVICES AND
ACCESSORIES
Performance Objective: Give the required area/ facility venue, the
needed equipment and materials.
Supplies/Materials : Pre-operation inspection checklist
Equipment : Hydraulic Excavator
Steps/Procedure :
Visual Checks
Physical Checks
Check of liquid levels
Hand brake
Transmission – forward and reverse positive movement
Brakes and inching pedal
Full range of steering movement
Lift control, tilt control and side shift if fitted
Additional devices fitted
Horn, flashing lights, headlamps, indicator, reversing
lights and beeper
Instruments are working correctly
CONTENTS:
General precaution and safety procedures
Familiarization on safety levers and controls
ASSESSMENT CRITERIA:
1. Hydraulic Excavator safety devices are checked for
functionality according safety regulation
2. Personal safety devices are checked in accordance with OHS
procedure,
CONDITIONS:
Students/trainees must be provided with the following:
LEARNING EXPERIENCES
Equipment Operators
Train equipment operators in the proper use of the equipment
they are assigned to operate. Be sure to follow manufacturers'
specifications and recommendations.
Continually evaluate safety programs to address changing
conditions at the worksite.
Clearly identify and label all machine controls and make sure
that the manufacturers' safety features are working.
Install and maintain equipment attachments and their
operating systems according to manufacturers' specifications.
Securely latch attachments (such as quick-disconnect buckets)
before work begins.
Follow the manufacturer's instructions for using positive locks
on quick-disconnect equipment.
Train operators to conduct visual and operational checks on all
machine systems and operating controls before working the
machine.
Make frequent visual inspections of quick-disconnect systems—
especially after changing attachments.
Use the ROPS and seat belts supplied by the manufacturer. Do
not remove the ROPS.
Do not exceed load capacities when lifting materials.
Instruct operators to lower the boom to a safe position with the
bucket on the ground and turn off the machine before stepping
off for any reason.
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TASK SHEET 1.1-5
Title: CHECK SAFETY DEVICES AND ACCESSORIES
Performance Objective: Give the required area/ facility venue, the
needed equipment and materials.
Supplies/Materials : Pre-operation inspection checklist
Equipment : Hydraulic Excavator
Steps/Procedure :
Visual Checks
Physical Checks
Check of liquid levels
Hand brake
Transmission – forward and reverse positive movement
Brakes and inching pedal
Full range of steering movement
Lift control, tilt control and side shift if fitted
Additional devices fitted
Horn, flashing lights, headlamps, indicator, reversing
lights and beeper
Instruments are working correctly
LEARNING EXPERIENCES
REFUELLING
1. For gas-powered vehicles, change gas bottles in a well-ventilated
area clear of a naked flame or source of ignition.
2. For battery-operated vehicles, charge in well-ventilated area.
DON’T
Do not use faulty equipment. Report any faults immediately.
Do not use engine-powered backhoe loader in poorly ventilated
areas.
Do not allow anyone to ride on the forks.
Do not lift a load with the mast tilted forward.
Do not travel with forks raised or reach mechanism extended.
Never travel with the load elevated.
Do not attempt to turn on an incline or sloping surface.
Do not dismount from a backhoe loader while the engine is
running unless the vehicle has completely stopped,
transmission is in park position, and the parking brake is
effectively engaged.
Do not leave forks elevated when backhoe loader is unattended.
Do not refuel an engine-powered backhoe loader unless the
motor is stopped and ignition turned off.
SELF-CHECK 1.1-6
Fill in the Blank. Write the missing word/s to complete the steps
in Moving the Machine (Backhoe Loader)
1. Clear
2. Engine speed
3. Lockout control
4. Boom
5. Travel speed
6. Upper structure
7. Engine speed
TASK SHEET 1.1-6