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Installing a Universal Hand Pattern Control Changer for Excavators and Backhoes
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In the world of heavy machinery, especially excavators and backhoes, operator control preferences can make a significant difference in efficiency and comfort. Most machines offer a standard control pattern, but the option to switch between different control patterns—often referred to as hand control pattern changers—has been a game changer in adapting machinery to fit operator needs. The ability to change control patterns provides operators with the flexibility to use the same machine in various regions or situations where different control standards are common. This is particularly valuable for contractors and operators working in diverse areas where different operators may have varying preferences.
This article will explore how a universal hand pattern control changer works, why it’s important, and how to install it for excavators and backhoes. Additionally, we’ll highlight some practical considerations and tips to ensure smooth installation and operation.
Why Do Excavators and Backhoes Need Control Pattern Changers?
Most excavators and backhoes have a standard control pattern, but this can vary between manufacturers and regions. The two most common control patterns for excavators and backhoes are:
  1. ISO Pattern: The ISO control pattern is a popular standard, where the left joystick controls the boom and bucket, and the right joystick controls the arm and swing.
  2. SAE (or John Deere) Pattern: This pattern reverses the control of the boom and bucket, with the left joystick controlling the arm and swing and the right joystick controlling the boom and bucket.
The preference for either pattern is often dictated by operator training and region-specific conventions. For example, operators trained in North America may be more familiar with the SAE pattern, while ISO is more common in Europe and other parts of the world.
Given this variety, a control pattern changer enables operators to switch between ISO and SAE patterns seamlessly. This flexibility allows operators who are accustomed to one pattern to switch to another, ensuring maximum productivity and comfort.
What is a Universal Hand Pattern Control Changer?
A universal hand pattern control changer is an aftermarket attachment or modification that allows the operator to switch between different control patterns. This device is typically installed inside the cabin of the excavator or backhoe, either on the joystick control module or at the base of the operator's seat, depending on the machine’s configuration. The changer can be manual or electronic, with the electronic version offering the ability to switch patterns with the press of a button or lever.
These control pattern changers are universal because they work across multiple brands and models of excavators and backhoes. As such, they offer a significant advantage in terms of versatility, making them ideal for rental companies, contractors working on diverse job sites, or even machine operators who frequently shift between machines of different makes.
The Installation Process
Installing a universal hand pattern control changer can be a complex task depending on the type of machine and the changer itself. Below is a general overview of the installation process.
1. Choose the Right Control Pattern Changer
Before you begin, it’s important to choose a universal hand pattern control changer that is compatible with your excavator or backhoe. There are various brands and models, each with different installation requirements. Some may be plug-and-play, while others might require more advanced integration.
For example, brands like Pilot Controls and JRB offer control pattern changers, and they often provide detailed manuals for installation. Always verify that the changer is compatible with your machine’s control system, as some models may not support all the changes needed.
2. Preparation and Tools
Before starting the installation, ensure you have the proper tools. The necessary tools will depend on the control pattern changer, but generally, you will need:
  • Wrenches and sockets
  • Screwdrivers (both flathead and Phillips)
  • Allen wrenches (for some models)
  • Electrical wiring tools (if installing an electronic control pattern changer)
  • A hydraulic pressure gauge (if needed)
  • A jack or lifting equipment (to remove or adjust components)
3. Disconnect the Battery and Hydraulic System
For safety, disconnect the battery to avoid any electrical hazards during the installation process. If you're dealing with a hydraulic system (for electronic control changers), ensure that the system is depressurized and safely isolated.
4. Remove the Operator's Console or Joystick Panel
The control pattern changer is typically installed behind or beneath the joystick control panel or operator’s console. To gain access to the controls, you’ll likely need to remove the panel, which may require unscrewing or unbolting the unit. This step is crucial, as it allows you to access the necessary wiring or control levers that will be integrated with the changer.
5. Install the Universal Hand Pattern Control Changer
Follow the manufacturer’s instructions to install the changer. If it's a mechanical model, you may need to install a lever or switch that will change the pattern. In the case of electronic changers, you will need to wire the control system into the machine’s electrical system. Some systems might require a power source directly from the machine’s battery, while others may work through the existing joystick controls.
For the mechanical installation, you’ll typically align the changer with the hydraulic valve blocks or the linkages that control the boom, arm, and bucket. Secure everything with the appropriate screws, nuts, and bolts, and double-check the connections.
6. Reassemble the Console and Test the System
Once the changer is installed, reassemble the operator’s console and joystick panel, ensuring everything is securely fastened and properly aligned. Reconnect the battery and pressurize the hydraulic system if necessary.
At this point, you’ll want to test the functionality of the pattern changer. Switch between ISO and SAE patterns several times and verify that the control movements match the pattern selected. Test for smooth transitions between patterns, as well as for any hydraulic or mechanical issues.
7. Calibration and Fine-Tuning
Some control pattern changers require calibration to ensure proper functionality. This may involve adjusting the hydraulic flow or fine-tuning the joystick responses. If the changer is electronic, you might need to recalibrate the system using diagnostic tools or software provided by the manufacturer.
8. Operator Training
Finally, it’s important to familiarize yourself and your operators with the new system. The introduction of a control pattern changer can be disorienting for operators who are used to one particular pattern. Provide training to ensure they understand how to switch between patterns smoothly and safely.
Benefits of Installing a Hand Pattern Control Changer
  1. Improved Operator Comfort: Giving operators the option to choose their preferred control pattern reduces fatigue and enhances comfort during long shifts. This is especially true for operators who need to move between different types of machinery frequently.
  2. Increased Flexibility: With a universal changer, operators can switch patterns depending on their training, preference, or the type of task they’re handling, leading to improved productivity.
  3. Reduced Downtime: For contractors or rental companies, having a control pattern changer can reduce the downtime associated with training operators on different control schemes for each machine. It also makes it easier to hand over equipment to workers from different regions with varying preferences.
  4. Cost-Effective: Installing a universal hand pattern changer is often more cost-effective than purchasing a new machine to accommodate a specific operator's preferences. The changer gives you the ability to use existing equipment with maximum flexibility.
Real-Life Example: A Contractor’s Experience with Pattern Changers
A contractor working on a large multi-site development project in the Pacific Northwest was dealing with the challenge of operators who were trained on different control patterns—some were used to ISO, while others were more familiar with SAE. This inconsistency led to inefficiency and frequent mistakes during operation.
To solve this issue, the contractor decided to install universal hand pattern control changers on all their excavators and backhoes. After installation, operators were able to switch between patterns as needed, which allowed them to work faster and more accurately. The project saw a significant reduction in mistakes, and the contractor was able to streamline their workforce, saving both time and money in training.
Conclusion: The Value of Hand Pattern Control Changers
Installing a universal hand pattern control changer can greatly improve the flexibility and efficiency of excavators and backhoes, making them easier to operate and more adaptable to different operators’ needs. By carefully selecting the right changer, following the proper installation steps, and ensuring proper training, operators can enjoy greater comfort and increased productivity on the job.
This simple yet highly effective modification can make a significant difference for contractors, rental companies, and operators working across various terrains and regions with differing control preferences.
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