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Service Information System

SIS

Introduction and Overview


For Customers
Table of Contents

• What is SIS
• Hardware – Software Recommendations
• What’s Required to Run SIS
• Get Files from Downloads Page
• Install SIS DVD Software
• Starting SIS – Web / DVD / Network
• How to Start – Product Identification
• Searching for Information – Parts or Service
• SIS 2011A – Serial Number Specific Parts Searching
• Printing
What is Service Information System (SIS)
SIS is the electronic service tool that dealers, customers and employees rely on for
their parts and service information needs.
• For those not connected to the internet, SIS
• SIS covers information for all products from data is available either from a library of SIS
1977 on. DVDs or when loaded to a Network SIS
• The information in SIS is equivalent to over Server (on a LAN). Data on DVDs is
25,000 books. With over 2 million graphics updated monthly.
and more than 1.5 million part numbers, SIS • All three versions of SIS require an Internet
contains 44,000 parts and service Browser to display SIS information.
documents. • Parts lists can be created in SIS and parts
• SIS is available on Local Area Networks ordered directly via a connection to
(LAN) with Network SIS, the Internet (SIS PartStore.
Web), or with a DVD subscription. • Service literature is organized into a repair
• Data on SIS Web (internet version) is logic scenario of educating, problem solving
updated nightly, providing users with the most and repair and can be found under the
current data. Connection to the internet is heading Service Repair Information in via
required for this access. Documentation (Document Structure).
SIS Software and Hardware Requirements

See your dealer for software and hardware requirements.


What’s Required to Run SIS
Requirements SIS SIS SIS
Web DVD Network

CWS Logon ID – contact SIS Administrator at your Cat R R R


dealership
A SIS User ID - contact SIS Administrator at your Cat R R R
dealership

A supported Internet browser software installed (i.e., IE R R R


version 7 or 8) – see your Cat dealer for more details

An Internet connection R
A few files downloaded from the SIS Web Download section R R R
(Adobe Acrobat Reader Plugin, IsoView, Product View and
DjVu Plugin EN.exe)
A subscription to SIS Data DVDs R R
A licensed copy of SIS loaded onto their PC R R
A server configuration - see your Cat dealer for more details R
Glossary
• Attachment: attachment on machine; i.e., bucket
• Feedback: electronic communication back to Caterpillar (available through
SIS Web only)
• Information Types: Document categories
• NPR: Numerical Parts Record
• Parts ID: parts identification
• Parts identification page: page showing part as well as consist
• Parts consist: listing of parts, quantities
• Systems & Components (Product structure): arrangements, groups, system
• Return to Main Menu: click on Model: link
• SMCS: Service Management Control System
• SNP: serial number prefix
Get Files from Downloads Page
From the SIS Web Main Menu
select Downloads
then download and install the
appropriate files

Adobe Acrobat Reader 9.0

Graphics plugins
Install SIS DVD Software

Administrative Rights are REQUIRED to install the SOFTWARE


SIS Administrator/Service Software Administrator can assist

To install & use SIS DVD software, 4 steps are required

1. Install SIS Software


2. Install SIS DATA Setup CDs (there are now 2)
3. License SIS Software
SIS DVD
4. Create/Import SIS User Accounts users only

Please reference separate document


SIS Install Steps for Detailed Instructions
Starting SIS
Web or DVD or Network

• Start SIS Web from the browser


• Using a shortcut/bookmark
• Address is https://sisweb.cat.com**
• Start SIS DVD from the desktop or START menu
• Once installed, icon is on desktop and in START menu
• Start SIS Network from the desktop or START menu
• Once installed, icon is on desktop and in START menu

** If unable to connect to https://sisweb.cat.com, use https://sis.cat.com until your SIS


Administrator/Service Software Administrator can work through the issue.
Improved and Simplified SIS Main Menu
Preferences
Found on the Main Menu

New Location
Preferences

This option controls how a part manual page will be


presented by default: with the graphic and the consist
list side by side, or with the graphic displayed above the
consist list …

… and as one frame or as separate frames.

This option allows a user to add common


customers and attach common serial numbers to
the customer list. This allows for quicker
accessibility to common customer requests.
Preferences
Choose from 8
Choose from 12
languages
date formats

See next page

This option allows user to search for Microfiche


information if user is set up with access to the
Microfiche data and has this option selected.
Default - option is not active.*
Preference for viewing units of measurement for the Engine
Performance Specification data

*NOTE: If this is not visible after making this change, contact Dealer SIS Administrator for access.
Preferences for Parts List

• Six options exist for setting Parts Preferences


• These options control how parts lists should be handled after
processing or e-mailing them
• Following slides may differ from your screens based on
preferences
Preferences

 Delete parts list after processing


 Do not delete parts list after processing

By default, the parts selected are not cleared from the parts list after being submitted.

 Delete parts list after e-mailing


 Do not delete parts list after e-mailing

By default, the parts selected are not cleared from the parts list after being or e-mailed
to someone.

 Have the ability to select all the parts in the consist


 Do not have the ability to select all the parts in the consist

By default, this option is not active. Non-parts ordering customers have ability to set the
preference; parts ordering customers do not.
Translated Part Names via SIS Preference Language

• By changing the SIS Language interface preference


language to other than English: hover text will appear for
translated part names when available
– Includes all 7 interface languages

• Format for print shows both the


English and the translated term
On the parts consist page, if you
“mouse over” a part name, you will Format for print page
see the translated name in the shows both the English
language set in your preference. and translated name.
How to Start
Using a Systems & Components (Product Identification)

Searches are divided into those requiring a Product Identification (product ID –


prefix and serial number, sometimes referred to as serial number prefix – SNP) and
those not requiring a Product ID.

• Product ID-required searches produce results that are more specific to a product.

• Prefix only-search results apply to the entire model with that prefix.

• No-Product ID searches permitted

Model prefixes can be found using the Select Equipment Model search
Some documents require users be given permission to access them. Those are
marked with an **.
Don’t know the serial number prefix?
Use the (Find)

If you know the Sales Model number,


type it in the fill-in box.

If you don't know the Sales Model number, select an item from the
Product Families displayed in the left column
Getting Started with Searching
Many access methods used to search for technical information in SIS
require a serial number or serial number prefix to be entered before
beginning a search.

2
Searches from SIS Main Menu
Product ID required for these searches Product ID NOT required for these searches
Parts Search by keyword or part number Advanced Full Text Search

Systems and Components (Product Structure) Media Search

Documentation (Document Structure) ** NPR **

SMCS Code Parts List

Basic Search Kits Information

As Shipped Product Engine Performance Specifications

Filter Search Service Software Files

Remanufactured Parts Search Other Repair Process Information

(described in detail later)


Documents requiring permission for access marked with **.
Information Search Matrix
Which Search Method to Use – How to Use Search
If you know Use this If you need Use this
Part number Parts/Keyword Search, Basic Search or Parts information Parts/Keyword Search –
Advanced Full Text Search number or keyword

Media Number Media Search System or Group information Systems & Components
(Product Structure)
Document Type or Publication Basic or Advanced Full Text Search Reman part numbers Remanufactured Parts Search
Date Document Structure

Sales Model Advanced Full Text Search Most current part number, * NPR
Serviceability

Part Name Parts/Keyword Search, Basic Search or Parts or Service information for a As Shipped Product
Advanced Full Text Search specific engine serial number as it
left the factory

Full Serial Number As Shipped Product Filters for a specific product Parts/Keyword Search or Filter
Engine Perf Specs Search

Test Spec number Engine Performance Specifications Engine test cell results by serial Engine Perf Specs
number
Document type (i.e., Service Documentation (Document Structure) Engine Specifications by serial Engine Perf Specs
Mags., etc) number

Component, group or system to Systems & Components Repair kits Kits Information
find support information (Product Structure)

Part of a keyword, number or Advanced full text search,


date Parts/Keyword Search

* Special access required for NPR – see your Cat Dealer


Parts Search Product ID
by Part Number or by Keyword required

Parts Search searches ONLY the Parts Identification


(Parts Manuals) – not technical documentation

Search will …
• identify the product system where part is located
• allow adding the parts to the parts list from the parts id window
• allow searching for keywords

Search by Part Number when: Search by Keyword when:


Part number is known AND Part number is not known
Serial number prefix is known Part name is known
Systems & Components (Product Structure)
Product ID
required

Systems & Components (Product Structure) refers to systems, groups, and


components (e.g., cooling systems, water pumps, and impellers) of products
based on the serial number and/or arrangement specified.
Select a link in the
Product Structure column
to start the lookup
process

To view Parts Identification,


it is necessary to drill down.
Systems & Components (Product Structure)
You can uncheck the
• The search used to find service information related to a “Auto Filter” box and
parts group or parts arrangement get the same results as
below without having
• Can search serial number specific or by prefix only to go back to the main
menu
Search Results via Prefix and specific Serial Number

Search Results via Prefix only


Systems & Components (Product Structure)

The Information Types


column lists parts and service
information publications related
to the selection in the left
column.

The Results column lists


The Systems & Components information based on the
column organizes service selection in the middle
information by product parts column.
group or system.
Documentation (Document Structure)
Documentation (Document Structure) allows the user to search
for information by document type, based on the serial number Product ID
required
and/or arrangement specified. (examples would be: Applied
Failure Analysis, Contamination Control Guidelines, Information
Release Memos, Special Instruction)

If you search serial number specific you


can uncheck the “Auto Filter” box and
get the same results as searching by
prefix only without having to go back to
the main menu
Documentation (Document Structure)
• The arrangement of service information the same as a hard copy of a
service manual or parts manual
• This is used to access multiple parts groups and the same information type

If you search serial number specific you


can uncheck the “Auto Filter” box and
get the same results as searching by
prefix only without having to go back to
the main menu
Documentation (Document Structure)

Documentation
(Document
Structure) is
organized by
Information Type.
The entire document
is opened and the
specific information
is displayed within
the document.
Only one Information
Type can be accessed
at a time.
Documentation (Document Structure) – Part
Name Index
The Part Name Index located within Selecting one of the linked names will
the Document Structure Parts take the user to the parts identification
Identification information type can be screen.
used to help identify parts.
The linked parts assemblies, parts
groups and parts arrangement names
are listed alphabetically.
SMCS Code Search Product ID
required
(Service Management Control System)

• Four digit code describing the


components of products.
• Each digit of the code signifies a
progressively narrower range of the
product.
• For example, 1202 would be
interpreted as:
– 1000 = engine,
– 1200 = short block engine,
– 1202 = crankshaft for the short
block engine.
• A wildcard (*) can be used at the end
of the search criteria, 120* for
example.
SMCS Search
The SMCS Results Screen is similar to Systems & Components (Product Structure).
Relevant Information Types are displayed in the middle column.
As an Information Type is selected, the Information available, column three, is displayed
for that Information Type.

If you search serial number specific you


can uncheck the “Auto Filter” box and
get the same results as searching by
prefix only without having to go back to
the main menu
Which to use?
Basic Search or
Advanced Full Text Search
Basic Search
A wildcard (*) can be
used at the end of the
search criteria, 120*
• Basic Search requires a for example.
product ID be entered.
• Basic Search allows the
user to locate technical
information through
several data fields
• Basic Search is available
in all three versions: SIS
Web, SIS DVD and
Network SIS.

Basic Search permits searching for text that


exists within the Information Types.
Basic Search
If you search serial
Search criteria number specific you
can uncheck the “Auto
Filter” box and get the
same results as
searching by prefix
only without having to
go back to the main
menu
Results
Product ID
As-Shipped Product required

• Provides technicians and mechanics with the ability to access parts and
service information based on a specific serial number.

• Product support information displays based on how the product left the
factory (As Shipped).

• Consist list displays a list of attachments added to or lessen-off


(removed from) the standard arrangement for that product.

• Consist list is similar to a regular parts consist list with quantity boxes,
links to separate illustrations, etc.

• If no quantity boxes available, part is not serviceable.

• Many products have no attachments added or lessed-off, so only the


arrangement is listed.
As-Shipped Product

Complete engine serial number

Complete machine serial


number
Filter Search
Product ID
Filter Search accesses Filters, Breathers, and Screens required
for a given serial number
If you search serial number specific you can uncheck the box and get the same results as searching by prefix
only without having to go back to the main menu
Product ID
Remanufactured Parts Search required

If you search serial number specific you can uncheck the box and get
the same results as searching by prefix only without having to go back A Remanufactured
to the main menu
part number …
• is in green
• contains an R in
the part number
• contains an R in
the Notes column
Advanced Full Text Search

• Advanced Full Text Search


does not require a product ID
• Advanced Full Text Search
allows the user to locate
technical information through
any of the fields shown on the
left
• Advanced Full Text Search is
available only in SIS Web.

Advanced Full Text Search permits searching for


text that exists within the Information Types.
Media Search
The Parts Identification book displays Parts Index and Maintenance Index the same as
selecting Documentation (Document Structure) from the main menu.
Media Search
Enter Media Number Results
NPR - Numerical Parts Record
NPR is a system that contains part number related
information for all products. Access must be given to this
feature. This system is primarily used to obtain the most
current part number information for ordering replacement
inventory and repair parts.

Special Access required for this – see your Cat Dealer.


Parts List
Parts List option from the Main Menu brings back the most
recently-used parts list.
Kits Information
Enables the user to view
and/or order the kits needed to
service or repair a particular
piece of equipment.

Provides all of the required


parts for a particular
procedure in one consist.

A link to the Latest Kits Information is


also available within the Parts Consist
Window.

Technical Information Access Solutions


Other Repair Information

Other Repair Option Information displays links to


Applied Failure Analysis and Shop Review documents.

*access must be given for documents


Informational Screens

• Parts Identification Screen


• Service documentation screens
Parts Identification Screen Refer to
pages 56 &
Part 1 Part 2 Part 3 58 for 2D
hot-pointing
information
Parts Identification Screen
Part 1 of Screen
Model – Serial Number
Prefix

Information (part
numbers) Available
Section

Sections – Product
Structure – Groups,
Systems
Parts Identification Screen
Part 2 of Screen
GoTo drop down menu
Graphic Viewing
Options

Graphic with callouts

Buttons for parts consist


(next page)
Link to print
Parts Identification Screen – 2D Hot-pointing
Part 2 of Screen
GoTo drop down menu
Graphic Viewing
Options
2D Hot-pointing toolbar
Graphic with callouts

Buttons for parts consist


(next page)
Link to print
Parts Identification Screen
Part 3 of Screen

Media Number
Link to Kits
Serial Number Prefix

Parts Consist

Quantity box
NPR link
Parts Identification Screen – 2D Hot-pointing
Part 3 of Screen

Media Number
Link to Kits
Serial Number Prefix

Parts Consist
2D Hot-pointing
checkbox
Quantity box
NPR link
2D Hot-pointing
• Hot-pointing
– Clicking on callout number in graphic will highlight it and place check-
mark on consist in column labeled “Loc”
– Clicking on parts consist, highlights that number on graphic

• Available on Parts consist pages for new and legacy products created through
SIS Authoring process
• Featured in SIS DVD, Network SIS & SIS Web
Plug-ins Required

• Internet Explorer 7.0 or 8.0 required


• Admin rights are required to install either of the plug-ins
• Install plug-ins
2D Hot-pointing Functionality
• Clicking on the call out in the graphic
• Checkmarks the corresponding number on the part consist (for ease
of seeing in the consist)
OR
• Clicking in the box marked Loc on the consist, highlights the callout
number on the graphic
Notes:
• If the graphic contains more than one instance of that part, the graphic
will be reduced in size so all occurrences of that callout number are
visible
• Only one callout can be checked at a time on the consist list
2D Hot-pointing Toolbar
2D Hot-pointing Review

• 2D hot-pointing will be applied to the majority of the graphics


available – being phased into remaining graphics
• 2D hot-pointing will be in majority of legacy data on SIS Web
with the remaining being phased in (excluding Microfiche)
• Proper PC resources must be in place, or degradation will be
apparent
• Play with the hot-pointing toolbar to become familiar with the
functionality
Documentation (Document Structure)
Types of information (documents) available.
Applied Failure Analysis Safety
As Shipped Product Schematic
Custom Service Information Service Magazine
Disassembly and Assembly Special Instruction
Engine News Specifications
Engine Performance Specifications Systems Operation
Engine Tool Guide Testing and Adjusting
General Service Information Tool Guide
Kits Information Tool Operating Manual
NPR (with special permission) Torque Specifications
Operation and Maintenance Manual Troubleshooting
Parts Identification Truck Engine News
Information Screen
Part 1
of Screen

Part 2
of Screen

Part 3 of Screen
Header Information
Part 1
Configuration Link
Return to Main Menu link
Bookmark

GoTo Menu
Previous – Next Page
(when applicable)
Return to Parts List
Selectable Information
Part 2

Selectable levels of
information
Populates/Highlights
the next and
previous buttons in
the header
Information types
Text Panel
Part 3
Document Type
Media Number

Text / Information

Link to print
Printing
Printing

• Graphics
• Consist List
• Service Information
Print Graphics

1. Click View Image link


2. Printer button tool bar

Use the >> to expand tool bar if printer


icon is not visible

Format for print, prints both


graphic & consist
Print Graphic & Consist List
Step 1 - Format for Print button at bottom of screen
Print Graphic &
Consist List
(resulting screen)
Print Graphic & Consist List
Step 2 – File / Print

Print Preview shown on next page


Print Service Information
Step 1 - Format for Print button at bottom of screen
Print Service Information
(resulting screen)
Print Service Information
Step 2 – File / Print

Print Preview shown on next page


Print Preview results Service Information
page one only
print is an option from this screen
Conclusion
• You’ve seen
– How to find a serial number prefix by using the model
number
– Been introduced to 8 methods of looking up information
when you know a product ID
– Been introduced to 7 methods of looking up information
even if you don’t have a product ID
– How to print information from SIS
– Titles to 23 different information types published by Cat for
service and parts information
• Other presentations can be obtained from https://dealer.cat.com/sis ,
and those include topics on:
– Setting Bookmarks - Ordering Parts
– Search for Parts - Service Repair Information
Help, Data/Feedback, Support

• For SIS help, use the Help link from SIS Main
Menu or from the GoTo dropdown menu anywhere
in SIS.
• For SIS Web data discrepancies or enhancement
requests/suggestions for improvements, use the
Feedback option from the SIS Web Main Menu or
the GoTo menu from any page in SIS.
• For SIS Support, please contact your SIS
Administrator/Service Software Administrator at
your Cat dealership.

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