966M XE and 972M XE Wheel Loader TA2 Technical Inspection {0372, 1000, 7000, 753T, 7565} Caterpillar

966M XE and 972M XE Wheel Loader TA2 Technical Inspection {0372, 1000, 7000, 753T, 7565}

Usage:

Wheel Loader: 966M Series XE (S/N: FL21-UP; P6C1-UP; DZL1-UP; B8P1-UP; XCR1-UP); 972M Series XE (S/N: AN31-UP; L9S1-UP; M5S1-UP; EDW1-UP; R1Z1-UP)

Introduction

Inspections are the most basic form of condition monitoring. Inspections are easy to do and surprisingly effective at helping you spot equipment health issues. Proactive monitoring and analysis of equipment information will allow Dealers to intervene effectively before problems occur.

Note: Before adjusting product settings to comply with listed baseline TA2 values, consult SIS for the latest specification values.

Creating an Electronic Copy

Use the following procedure to create an editable electronic copy from SIS Web.

Click format to print.
Save the document as an HTML format.
Open the document with Microsoft Word.

Electrical System

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Table 1
Status⁽¹⁾	Description	Specification	Actual	Comments
	Inspect Battery Cables
	Battery Test			Refer to Special Instruction, SEHS7633, "Battery Test Procedure".
	Charging System Test
	Electric Starting System Test

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Engine

Cooling System

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Table 2
Status⁽¹⁾	Description	Specification	Actual	Comments
	Radiator Pressure Relief (Radiator Cap)⁽²⁾	-
	Freezing Point of Engine Coolant	-
	Conditioner Test of Engine Coolant	-

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⁽¹⁾	N = Normal, M = Monitor, A = Action
⁽²⁾	Test for the pressure that is listed on the cap.

Fuel System

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Table 3
Status⁽¹⁾	Description	Specification	Actual	Comments
	Fuel Pressure at Full Load Speed	772 ± 180 kPa (112 ± 26 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Lubrication System

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Table 4
Status⁽¹⁾	Description	Specification	Actual	Comments
	Engine Oil Pressure at Low Idle	103 to 172 kPa (15 to 25 psi)
	Engine Oil Pressure at Full Load Speed	248 to 359 kPa (36 to 52 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Basic Engine

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Table 5
Status⁽¹⁾	Description	Specification	Actual	Comments
	Engine Speed at Low Idle	800 ± 10 rpm
	Engine Speed at High Idle	2275 ± 10 rpm
	Torque Converter Stall Test Engine RPM	1200 ± 10 rpm
	Torque Converter Stall Test Engine RPM	1200 ± 10 rpm
	Cylinder Cutout Test	-

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Air Inlet and Exhaust System

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Table 6
Status⁽¹⁾	Description	Specification	Actual	Comments
	Torque Converter Stall Test Boost Pressure	223 ± 20 kPa (32 ± 3 psi)
	Cylinder # 1 Exhaust Temperature⁽²⁾	-
	Cylinder # 2 Exhaust Temperature⁽²⁾	-
	Cylinder # 3 Exhaust Temperature⁽²⁾	-
	Cylinder # 4 Exhaust Temperature⁽²⁾	-
	Cylinder # 5 Exhaust Temperature⁽²⁾	-
	Cylinder # 6 Exhaust Temperature⁽²⁾	-

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⁽¹⁾	N = Normal, M = Monitor, A = Action
⁽²⁾	Compare the exhaust temperature variance at each exhaust port.

Hydraulic Performance Checks

Reference: Refer to Testing & Adjusting, UENR3825, "Hydraulic System" for more detail on the following test.

Implement Cycle Time-Check (No Load - High Idle)

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Table 7
Status⁽¹⁾	Description	Specification	Actual	Comments
	Lift Raise	6.5 ± 0.5 seconds
	Lift Lower	3.0 - 4.0 seconds
	Float	2.3 - 3.3 seconds

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Lift and Tilt Cylinder Drift - Check

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Table 8
Status⁽¹⁾	Description	Specification	Actual	Comments
	Lift Cylinder	26 mm (1 inch) 5.0 seconds
	Tilt Cylinder	37 mm (1.5 inch) 5.0 seconds

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Brake Performance Checks

Reference: Refer to Operation Maintenance Manual, SEBU9117, "Brake System" for more detail on the following test.

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Table 9
Status⁽¹⁾	Description	Specification	Actual	Comments
	Brake Accumulator - Test (Test from OMM)
	Service Brake Holding Ability Test- Test (Test from OMM)
	Parking Brake Holding Ability Test- Test (Test from OMM)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Steering Performance Checks

Reference: Refer to Testing & Adjusting, UENR3825, "Steering System" for more detail on the following test.

Steering Time - Check

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Table 10
Status⁽¹⁾	Description	Specification	Actual	Comments
	Left Steering Time (High Idle)	3.8 ± 0.5 seconds
	Right Steering Time (High Idle)	3.8 ± 0.5 seconds

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Hydraulic System

Reference: Refer to Testing & Adjusting, UENR3825, "Hydraulic System" for more detail on the following test.

Implement Piston Pump Discharge Pressure

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Table 11
Status⁽¹⁾	Description	Specification	Actual	Comments
	Implement Pump Discharge Pressure	31000 ± 700 kPa (4496 ± 102 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Implement Piston Pump Margin Pressure

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Table 12
Status⁽¹⁾	Description	Specification	Actual	Comments
	Implement Piston Pump Margin Pressure	2100 ± 100 kPa (305 ± 15 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Implement/ Redundant Steering Pilot Pressure

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Table 13
Status⁽¹⁾	Description	Specification	Actual	Comments
	Implement/ Redundant Steering Pilot Pressure	3500 ± 345 kPa (500 ± 50 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Load Sensing Signal Relief Valve - Test and Adjust

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Table 14
Status⁽¹⁾	Description	Specification	Actual	Comments
	Load Sensing Signal Relief Valve - Test and Adjust	28900 ± 700 kPa (4192 ± 102 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Pilot Oil Accumulator - Test

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Table 15
Status⁽¹⁾	Description	Specification	Actual	Comments
	Accumulator Precharge	1000 ± 50 kPa (145 ± 7 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Ride Control Accumulator - Test

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Table 16
Status⁽¹⁾	Description	Specification	Actual	Comments
	Accumulator Precharge High Pressure	7500 kPa (1088 psi)
	Accumulator Precharge Low Pressure	3000 kPa (435 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Power Train System

Reference: Refer to Testing & Adjusting, UENR3825, "Power Train System" for more detail on the following test.

Tire Pressure

The tire inflation pressure for machines that are shipped from the factory is suitable for shipping only. Always obtain the proper tire inflation pressures for your machine from the tire supplier before placing the machine into operation. The recommended tire inflation pressures for the front tires and for the rear tires will vary for each application.

Proper tire inflation pressure and maintenance of the tire inflation pressure is critical for optimum tire life. The tire inflation pressure should always be obtained from the tire supplier due to changes in the technology of tires, equipment, and job applications.

Reference: Refer to the latest edition of Special Publication, "Caterpillar Performance Handbook" for general information on tire inflation pressure.

Transmission Variator Performance

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Table 17
Variator Performance Test
Act DP	Loop DP	Charge Flow
bar (psi)	bar (psi)	L/min (US gpm)
18 ± 0.7 bar (261 ± 10 psi)	319 ± 31.9 bar (4625.5 ± 462.55 psi)	37 ± 4 L/min (9.77 ± 1.05 US gpm)
12 ± 0.5 bar (174 ± 7.25 psi)	223 ± 22.3 bar (3233.5 ± 323.35 psi)	35 ± 4 L/min (9.24 ± 1.05 US gpm)
7 ± 0.4 bar (101.5 ± 5.8 psi)	94 ± 9.4 bar (1363 ± 136.3 psi)	33 ± 4 L/min (8.71 ± 1 US gpm)
−2 ± 0.3 bar (−29 ± 4.35 psi)	−115 ± -11.5 bar (−1667.5 ± -166.75 psi)	33 ± 4 L/min (8.71 ± 1 US gpm)
−9 ± 1.5 bar (−130.5 ± 21.75 psi)	−219 ± -21.9 bar (−3175.5 ± -317.55 psi)	34 ± 4 L/min (8.98 ± 1.05 US gpm)
−15 ± 0.7 bar (−217.5 ± 10.15 psi)	−315 ± -31.5 bar (−4567.5 ± -456.75 psi)	37 ± 4 L/min (9.77 ± 1.05 US gpm)

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Table 18
Variator Pressure Test Measurements
Test Point	Loop (A) Pressure	Actuator (B) Pressure	Actuator Delta Pressure	Loop (A) Pressure	Loop (B) Pressure	Loop Delta Pressure	Charge Flow
	bar (psi)	bar (psi)	bar (psi)	bar (psi)	bar (psi)	bar (psi)	L/min (US gpm)
A1
A2
A3
B1
B2
B3

Transmission Hydraulic Control Clutch Pressure

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Table 19
	Transmission solenoid #1	Transmission charge pressure	Transmission clutch #1 valve pressure	Transmission clutch #2 valve pressure
Both clutch valves commanded off	~0A	2580 ± 140 kPa (374 ± 20 psi)	0 ± 65 kPa (0 ± 9 psi)	0 ± 65 kPa (0 ± 9 psi)
Transmission clutch #1 commanded 50 percent	~1.0A	2580 ± 140 kPa (374 ± 20 psi)	1175 ± 250 kPa (170 ± 36 psi)	0 ± 65 kPa (0 ± 9 psi)
Transmission clutch #1 commanded 100 percent	~1.9A	2580 ± 140 kPa (374 ± 20 psi)	2551 ± 138 kPa (370 ± 20 psi)	0 ± 65 kPa (0 ± 9 psi)
Transmission clutch #2 commanded 50 percent	~1.0A	2580 ± 140 kPa (374 ± 20 psi)	0 ± 65 kPa (0 ± 9 psi)	1175 ± 250 kPa (170 ± 36 psi)
Transmission clutch #2 commanded 100 percent	~1.9A	2580 ± 140 kPa (374 ± 20 psi)	0 ± 65 kPa (0 ± 9 psi)	2551 ± 138 kPa (370 ± 20 psi)

Differential Lock Engagement Pressure

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Table 20
Worksheet
Target Pressure - Front and Rear	Actual Pressure
3100 ± 300 kPa (450 ± 45 psi)

Steering System

Reference: Refer to Testing & Adjusting, UENR3825, "Steering System" for more detail on the following test.

Piston Pump (Steering) High Pressure Stall - Test

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Table 21
Status⁽¹⁾	Description	Specification	Actual	Comments
	Piston Pump (Steering) High Pressure Stall - Test	23400 ± 700 kPa (3395 ± 102 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Piston Pump (Steering) Margin Pressure - Test

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Table 22
Status⁽¹⁾	Description	Specification	Actual	Comments
	Margin Pressure	2100 ± 100 kPa (305 ± 15 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Steering Pilot System Pressure - Check

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Table 23
Status⁽¹⁾	Description	Specification	Actual	Comments
	Steering Pilot System Pressure-Check	3500 ± 345 kPa (500 ± 50 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Relief Valve (Pump Backup) - Test

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Table 24
Status⁽¹⁾	Description	Specification	Actual	Comments
	Relief Valve (Pump Backup) - Test	30600 ± 400 kPa (4438 ± 58 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Relief Valve - Test and Adjust (Steering Cylinder Work Port)

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Table 25
Status⁽¹⁾	Description	Specification	Actual	Comments
	Steering Cylinder Crossover Relief Valve - Test	30600 ± 400 kPa (4438 ± 58 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Brake and Hydraulic Fan System

Reference: Refer to Testing & Adjusting, UENR3825, "Braking and Hydraulic Fan System" for more detail on the following test.

Service Brake System Pressure - Test

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Table 26
Status⁽¹⁾	Description	Specification	Actual	Comments
	Rear Service Brake Pressure (Brake ON)	5510 ± 200 kPa (800 ± 30 psi)
	Front Service Brake Pressure (Brake ON)	5510 ± 200 kPa (800 ± 30 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Control Manifold (Charging Valve for the Brake Accumulators) - Test

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Table 27
Status⁽¹⁾	Description	Specification	Actual	Comments
	Cut-In Pressure	12750 ± 345 kPa (1850 ± 50 psi)
	Cut-Out Pressure	15500 ± 345 kPa (2250 ± 50 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Hydraulic Fan

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Table 28
Status⁽¹⁾	Description	Specification	Actual	Comments
	Max Fan Speed (Standard)	1250 ± 50 rpm
	Max Fan Speed (VPF)	1470 ± 50 rpm
	Minimum Fan Speed (Standard)	500 ± 50 rpm
	Minimum Fan Speed (VPF)	525 ± 75 rpm
	Margin Pressure (High Idle)	1600 ± 100 kPa (232 ± 15 psi)
	High Pressure cutoff (High Idle)	22500 ± 700 kPa (3263 ± 100 psi)

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⁽¹⁾	N = Normal, M = Monitor, A = Action

S·O·S Samples

Reference: Refer to Operation and Maintenance Manual, SEBU9117, "Maintenance Interval Schedule" for more detail on performing S.0.S samples.

Engine Oil Sample

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Table 29
Status⁽¹⁾	Description	Obtain	Comments
	Engine Oil Sample

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Engine Coolant Sample

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Table 30
Status⁽¹⁾	Description	Obtain	Comments
	Engine Coolant Sample

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Hydraulic Oil Sample

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Table 31
Status⁽¹⁾	Description	Obtain	Comments
	Hydraulic Oil Sample

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Differential & Final Drive Oil Samples

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Table 32
Status⁽¹⁾	Description	Obtain	Comments
	Front Differential & Final Drive Oil Sample
	Rear Differential & Final Drive Oil Sample

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Transmission/Torque Converter Oil Sample

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Table 33
Status⁽¹⁾	Description	Obtain	Comments
	Transmission/Torque Converter Oil Sample

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⁽¹⁾	N = Normal, M = Monitor, A = Action

Caterpillar Information System:

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