Bench Test Procedure for a 950K and 962K Wheel Loader Transmission{3030, 3073, 3139} Caterpillar


Bench Test Procedure for a 950K and 962K Wheel Loader Transmission{3030, 3073, 3139}

Usage:

950K FER
Wheel Loader:
950K (S/N: R4A1-UP; J5M1-UP; FER1-UP)
962K (S/N: T6A1-UP; FLL1-UP; X4T1-UP)

Introduction

Table 1
Revision     Summary of Changes in REHS3618    
02     Standardized.    
01     Corrected Tools Needed table and Tool Operating Manual number.    

© 2015 Caterpillar All Rights Reserved. This guideline is for the use of Cat dealers only. Unauthorized use of this document or the proprietary processes therein without permission may be violation of intellectual property law. Information contained in this document is considered Caterpillar: Confidential Yellow.

This special instruction contains the necessary information that is required to bench test a specific transmission arrangement. Refer to Table 2 for the correct arrangements. Bench testing the transmission ensures correct assembly and operation of the component. Rotating a transmission provides the most conclusive evaluation. Testing allows the dealer to ensure that the transmission will operate properly in the machine. The specifications in this guideline are specific to bench testing the component. Every effort has been made in order to provide the most current information that is known to Caterpillar. Continuing improvement and advancement of product design might have caused changes to your product which are not included in this publication. This guideline must be used with the latest technical information that is available from Caterpillar.

For questions or additional information concerning this guideline, submit a form for feedback in the Service Information System. In order to address an urgent issue, use the following resources in order to communicate your request to Caterpillar Repair Process Engineering:

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Table 2
Machine Model     Transmission Arrangement    
950K     324-7739    
962K     324-7738    

Canceled Part Numbers and Replaced Part Numbers

This document may include canceled part numbers and replaced part numbers. Use NPR on SIS for information about canceled part numbers and replaced part numbers. NPR will provide the current part numbers for replaced parts.

Important Safety Information




Illustration 1g02139237

Follow all safety warnings. Most accidents that involve product operation, maintenance, or repair are caused by failure to observe safety warnings. An accident can often be avoided by recognizing potentially hazardous situations before an accident occurs. Personnel must be properly trained in order to perform maintenance, repair, or operate any machine. Safety precautions and warnings are provided this instruction and on Caterpillar products. These warnings should be observed before performing any procedures. Caterpillar cannot anticipate every possible circumstance that might involve a potential hazard. The warnings in this publication and on the product are not all inclusive.

The hazards are identified by the "Safety Alert Symbol" which is followed by a "Signal Word" such as "DANGER", "WARNING, or" "CAUTION". The "WARNING" Safety Alert Symbol is shown in illustration below.




Illustration 2g00008666

This safety alert symbol means:

Pay Attention!

Become Alert!

Your Safety is Involved.

The message that appears under the safety alert symbol explains the hazard.

Operations that may cause product damage are identified by "NOTICE" labels on the product and in this publication.

Caterpillar cannot anticipate every possible circumstance that might involve a potential hazard. The safety information in this document and the safety information on the machine are not all inclusive. Determine that the tools, procedures, work methods, and operating techniques are safe. Determine that the operation, lubrication, maintenance, and repair procedures will not damage the machine. Also, determine that the operation, lubrication, maintenance, and repair procedures will not make the machine unsafe.

The information, the specifications, and the illustrations that exist in this guideline are based on information which was available at the time of publication. The specifications, torques, pressures, measurements, adjustments, illustrations, and other items can change at any time. These changes can affect the service that is given to the product. Obtain the complete, most current information before you start any job. Caterpillar dealers can supply the most current information.

Collecting the Test Data

Since conditions vary for each test bench, use the data that is collected from your test bench. The collected data is used to compare test results. The data should be collected and maintained by the operator.

Data from each transmission arrangement is collected and stored. Averages from each transmission arrangement are often used in order to compare values on portions of transmission tests. Always compare data that is collected from the same transmission arrangement that is being tested. Averages for the last 20 transmission arrangements should be maintained.

------ WARNING! ------

Personal injury or death can result from escaping fluid under pressure.

Escaping fluid under pressure, even a very small pin-hole size leak, can penetrate body tissue and cause serious injury and possible death. If fluid is injected into your skin, it must be treated immediately by a doctor familiar with this type of injury.

Always use a board or cardboard when checking for a leak.

----------------------

------ WARNING! ------

Hot oil and components can cause personal injury.

Do not allow hot oil or components to contact skin.

----------------------

------ WARNING! ------

Personal injury or death can result from not following the proper procedures.

To avoid the possibility of injury or death, follow the established procedure.

----------------------

Tools Needed

Note: Pressures will be sensitive to tooling setup. The diameter of the hose, the diameter of a fitting, and additional filtering can affect pressure. The required tools that are listed in Table 3 were used to develop this test procedure.

Table 3
Required Tools    
Tool     Part Number     Part Description     Qty    
A     1U-9584     Rail As     2    
4C-9998 Bracket     2    
9U-6001 Crossmember     1    
6V-3669 Bolt (M20X2.5X80 mm)     4    
8T-3282 Hard Washer     4    
1D-4616 Bolt (3/4-10X6.0 inch)     4
7    
2S-0115 Hard Washer     8    
2J-3506 Full Nut     4    
B     1U-5798     Drive Adapter Gp     1    
C     1U-6698     Spindle Adapter     1    
2J-5245 Bolt (3/8-16X1.25 inch)     6    
3B-4506 Lockwasher     6    
D     1U-5999     Spindle Gp     1    
1A-1460 Bolt (1/2-13X2.00 inch)     4    
3B-4508 Lockwasher     4    
E     1U-6721     Adapter (Drive)     1    
F     1U-9131     Drive Adapter (Key) (3)     1    
G     1U-9359     Drive Adapter (4)     1    
H     1U-9722     Load Binder As (Ratchet Type)     2    
T     1U-9037     Adapter (Oil Supply)     1    
4F-7390 O-Ring Seal     1    
J     235-4764     Adapter     1    
8C-5212 O-Ring Seal     1    
140-5978 Fitting     1    
1U-9879 Adapter (Quick Disconnect)     1    
6V-7981 Bolt (M10X1.50X70 mm)     4    
5M-2894 Hard Washer     4    
K     1U-8301     Fitting     1    
9U-7444 Adapter As     1    
8C-3206 Half Flange     2    
8C-9024 Fitting As (Plain)     1    
6V-3965 Fitting As (Quick Disconnect)     1    
4J-0520 O-Ring Seal     1    
6V-1820 Bolt (M10X1.50X30 mm)     4    
6V-5839 Washer     4    
L     1U-8304     Fitting (45 Degree)     1    
9U-7444 Adapter As     1    
8C-3206 Half Flange     2    
8C-9024 Fitting As (Plain)     1    
6V-3965 Fitting As (Quick Disconnect)     2    
4J-0520 O-Ring Seal     1    
6V-1820 Bolt (M10X1.5X30 mm)     4    
6V-5839 Washer     4    
M     1U-8301     Fitting     1    
9U-7445 Adapter     1    
1P-4578 Half Flange     2    
8C-9024 Fitting As (Plain)     1    
6V-3965 Fitting As (Quick Disconnect)     1    
4J-0520 O-Ring Seal     1    
6V-8197 Bolt (M12X1.75X40 mm)     4    
5P-8245 Hard Washer     4    
N     1U-9854     Adapter     1    
4J-0524 O-Ring Seal     1    
8C-9024 Fitting As (Plain)     1    
6V-1820 Bolt (M10X1.50X30 mm)     2    
6V-5839 Washer     2    
U     8C-9024     Fitting As (Plain)     1    
8C-9025 Quick Coupler     1    
3B-7749 Fitting     1    
120-6843 Ball Valve     1    
P     9U-7500     Transmission Analyzer Tool Gp     1    
OR
277-2362 Transmission Analyzer III Gp     1    
306-0397 Extension Cable     1    
9U-7495 Adapter Cable As (Wheel Loader)     1    
1U-9480 Cable Adapter     6    
Q     146-4080     Digital Multimeter     1    
5P-5677 Electrical Wire     1    
155-2270 Connecting Plug Kit     1    
186-3736 Connector Socket     2    
R     8T-0855     Pressure Gauge (0 to 4,000 kPa (0 to 580 psi))     9    
6V-4144 Coupler     9    
S     8T-0862     Pressure Gauge (-100 to 500 kPa (-15 to 72 psi))     1    
6V-4144 Coupler     1    
( 3 ) This drive adapter is used with the small drive shaft.
( 4 ) This drive adapter is used with the large drive shaft.

Installation Procedure




    Illustration 3g03872013

  1. Install Tooling (A) to the output end of the transmission.



    Illustration 4g02627410

  1. Use a hoist to install the transmission on Tooling (A). The weight of the transmission is 1180 kg (2600 lb).



    Illustration 5g02627523

  1. Install Tooling (B) on the torque converter.



    Illustration 6g02627586

  1. Install Tooling (C) to the transmission case.



    Illustration 7g02627618

    Note: Refer to Special Instruction, SEHS8763, "Assembly and Operation of 1U-5999 Spindle Group Used for Testing Transmissions on Hydraulic Test Bench" for additional information.

  1. Install Tooling (D) on Tooling (C) .



    Illustration 8g02627638

  1. Tighten the collet on Tooling (D) to connect Tooling (D) to Tooling (B) .



    Illustration 9g02627716

  1. Install Tooling (E) to the input shaft of Tooling (D) .



    Illustration 10g02628516

  1. Install Tooling (F) to the input shaft of Tooling (E) .

    Note: Tooling (F) will adapt to the small drive shaft. If you are using the large drive shaft, install Tooling (G) on Tooling (F) .




    Illustration 11g02628600

  1. Align the transmission with the input drive shaft.

  1. Connect the input drive shaft to Tooling (F) .

  1. Close and latch the drive shaft guard.



    Illustration 12g03802221

  1. Tighten all four castle nuts and jack bolts.



    Illustration 13g02628738

  1. Install Tooling (H) to the input and output ends of the transmission.



    Illustration 14g02628777

  1. Remove cover (1) .



    Illustration 15g02628780

  1. Remove cover (1) .



    Illustration 16g02628801

  1. Remove magnetic filter (2) .



    Illustration 17g03872021

  1. Install Tooling (T). Orient the slot, as shown.



    Illustration 18g02628979

  1. Install Tooling (J) .



    Illustration 19g02640621

  1. Install Tooling (K) .



    Illustration 20g02640658

  1. Install Tooling (L) .



    Illustration 21g02628998

  1. Install Tooling (M) .



    Illustration 22g03872055

  1. Connect Tooling (U) to Tooling (M) .



    Illustration 23g02629016

  1. Install Tooling (N) .



    Illustration 24g02629019

  1. Connect hose assembly (3) from the pump supply to Tooling (J) .



    Illustration 25g02629058

    Transmission Oil Pump

  1. Connect hose assembly (4) from Tooling (K) to the No. 1 flow meter inlet.



    Illustration 26g02629076

    Main Relief Valve And Clutch Supply Rail

  1. Connect hose assembly (5) from the outlet of the No. 1 flow meter to Tooling (L) .



    Illustration 27g03872108

    Converter Outlet

  1. Connect hose assembly (6) from Tooling (U) to the No. 2 flow meter inlet.



    Illustration 28g02629098

    Transmission Lubrication Oil

  1. Connect hose assembly (7) from the outlet of the No. 2 flow meter to Tooling (N) .



    Illustration 29g02629117

  1. Connect lube line (8) from the test bench to Tooling (D). Maintain an oil pressure of 275 kPa (40 psi).



    Illustration 30g02629137

    (9) Transmission Oil Pump

    (10) Converter Inlet Oil Pressure

  1. Connect a pressure gauge to pressure tap (9) and (10) .



    Illustration 31g02629142

    (11) Torque Converter Outlet Pressure Tap

    (12) Transmission Lubrication Pressure Tap

  1. Connect a pressure gauge to pressure tap (11) and (12) .



    Illustration 32g02629156

    (13) No. 6 clutch

    (14) No. 5 clutch

    (15) No. 4 clutch

    (16) No. 3 clutch

    (17) No. 2 clutch

    (18) No. 1 clutch

  1. Connect six pressure gauges to pressure taps (13), (14), (15), (16), (17), and (18) .



    Illustration 33g02629157

  1. Connect Tooling (P) to six clutch solenoids.



    Illustration 34g02641017

  1. Connect Tooling (P) to Tooling (P) .



    Illustration 35g00877510

    Tooling (P)




    Illustration 36g01457869

    Tooling (P)

  1. Connect Tooling (P) to a power source. Refer to Tool Operating Manual, NEHS0644 or Tool Operating Manual, NEHS0996 for the correct operating instructions.

    Note: Make sure that the transmission is secured to the test bench. Tighten all bolts to the proper torque.

Test Procedure

TA3 Navigation

  1. Select "Wheel Loaders".

  1. Select "950K-24V" or "962K-24V".

Harness Test (TA3 only)

  1. Make sure that the harness is properly connected.

  1. Use Tooling (P) to perform the harness test.

  1. Record the values in Table 6.

    Note: Do not continue testing until Harness Test passes.

Solenoid Test (TA2 only)

  1. Make sure that the harness is properly connected.

  1. Use Tooling (P) to perform the solenoid test.

  1. Record the values in Table 6.

    Note: Do not continue testing until Solenoid Test passes.

Start Checks

    Note: Refer to Testing and Adjusting, KENR5791, "950K and 962K Wheel Loader Power Train" for the correct adjusting procedures.

  1. If you are using SAE 10W oil, warm the oil to 50 °C (125 °F). If you are using Mobil DTE11 oil, warm the oil to 34 °C (95 °F). Maintain this temperature for the duration of the test.



    Illustration 37g02720621

  1. With the transmission in the NEUTRAL position, rotate the input shaft in a counterclockwise direction. Adjust the input rotation to 965 ± 10 rpm.

  1. The input flow should be 53 ± 4 L/min (14 ± 1 US gpm). The pump supply pressure should be minimum 2415 kPa (350 psi).

    Note: Adjust the input rotation to produce the correct input flow.

  1. Shift the transmission through all directions and through all speed ranges to eliminate air from the transmission controls.

  1. Confirm the correct clutch engagement with Table 4.

    Table 4
    Clutch Engagement Check    
    Gear     Cl 1     Cl 2     Cl 3     Cl 4     Cl 5     Cl 6    
    N             X                
    F1         X                 X    
    F2         X             X        
    F3         X         X            
    F4         X     X                
    R1     X                     X    
    R2     X                 X        
    R3     X             X            
    R4     X         X                

  1. The lube pressure must be within 14 kPa (2 psi) of the average lube pressure of the transmissions tested. (Maximum 138 kPa (20 psi) Minimum 69 kPa (10 psi).

    Note: If there is no lube pressure after 3 seconds, stop input rotation and check connections on test bench and transmission.

  1. Record the values in Table 7.

  1. Adjust the input speed to 2200 ± 10 rpm.

  1. Refer to Table 8 for the correct supply pressure. Adjust the transmission hydraulic control relief valve, if necessary.

  1. The correct lube pressure for FORWARD 2 is 338 kPa (49 psi). The correct lube pressure for all other gear ranges is 365 kPa (53 psi).

  1. Adjust the transmission hydraulic control relief valve, if necessary.

  1. Record the value in Table 7.

Torque Converter Inlet Pressure

  1. Adjust the input speed to 965 ± 10 rpm.

  1. Shift the transmission to FORWARD 1.

  1. Use Tooling (U) to block momentarily the flow at the converter outlet.

  1. The converter inlet pressure must be 1007 ± 55 kPa (146 ± 8 psi).

  1. Open the lube flow.

  1. Record the value in Table 11.

Clutch Leakage Check

    Note: Measure the leakage in each gear range. The input flow should be approximately 102 L/min (27 US gpm) when the input speed is 1700 ± 80 rpm.

  1. Adjust the input rotation to 965 ± 45 rpm.

  1. Shift the transmission to the FORWARD 1 position.

  1. Adjust the input rotation to 1700 ± 10 rpm.

  1. Record the input flow in Table 12.

  1. Record the lube flow in Table 12.

  1. The leakage is obtained by subtracting the lube flow from the input flow.

  1. Record the calculation in Table 12.

  1. Adjust the input rotation to 965 ± 45 rpm.

  1. Shift the transmission through positions FORWARD 2, FORWARD 3, FORWARD 4, REVERSE 1, REVERSE 2, REVERSE 3, REVERSE 4, and NEUTRAL. Repeat Steps 3 through 8 for each gear range.

    Note: Always shift the transmission back to NEUTRAL when shifting between FORWARD to REVERSE.

  1. The leakage in each gear must be within ±3 L/min (0.8 US gpm) of the average of transmissions tested.

  1. The leakage difference between FIRST, THIRD, and FOURTH gears or between FORWARD and REVERSE should not exceed 2.3 L/min (0.6 US gpm).

  1. The leakage difference between SECOND gear and all other gears must not exceed 3 L/min (0.8 US gpm) of the average difference of the transmissions tested (Maximum 3.8 ± 3 L/min (1.0 ± 0.8 US gpm)).

Lube Circuit Check

  1. Adjust the input rotation until the lube flow is 76 ± 4 L/min (20 ± 1 US gpm). Maintain this flow during this check.

  1. Shift the transmission to FORWARD 3.

  1. The lube pressure must be between 140 ± 14 kPa maximum (20 ± 2 psi) and 69 kPa (10 psi) minimum.

  1. Record the value in Table 13.

Speed Sensor Test

    Note: This transmission arrangement has two output speed sensors that must be tested.

  1. Adjust the Input Flow to 53 ± 4 L/min (14 ± 1 US gpm).

  1. Adjust the Input Rotation to 695 rpm.

  1. Shift the transmission to FORWARD 2.



    Illustration 38g03872260

  1. Use Tooling (Q) to measure the sensor signal voltage. Measure each output speed sensor.

  1. Verify that both output speed sensors continue to have output.

  1. Record the values in Table 10.

  1. Verify the values with Table 9.

Contamination Control

  1. Take an oil sample of the test bench oil supply. Oil contamination must be maximum ISO 16/13.

  1. Record the results in Table 14.

  1. Remove the transmission from the test bench if the test bench oil supply is within specifications.

Transmission Bench Test Data Sheet

Table 5
CATERPILLAR     Transmission Bench Test Data Sheet     Test Date:_______    
Model:_______
Work Order:_______     Serial No.:_______    

Solenoid Test

Table 6
Solenoid Test     Solenoid 1     Solenoid 2     Solenoid 3     Solenoid 4     Solenoid 5     Solenoid 6    

_______ ohms

_______ ohms    

_______ ohms    

_______ ohms    

_______ ohms    

_______ ohms    

Start Checks

Table 7
Lube Pressure     Input Speed (960 ± 45 rpm)     _______kPa
_______(psi)    
Supply Pressure     Input Speed (2200 ± 80 rpm)     _______kPa
_______(psi)    

Table 8
Supply Pressure    
Machine Model     Pressure    
950K, 962K    
2760 ± 70 kPa (400 ± 10 psi)    

Speed Sensor Test

Table 9
Sensor     Minimum Voltage (VRMS)    
Output Speed Sensor 1     23±12    
Output Speed Sensor 2     23±12    

Table 10
Speed Sensor Test     Input Flow
53 ± 4 L/min (14 ± 1 US gpm)
Input Rotation 695 rpm    
Sensor     Gear Range    
FORWARD 1 FORWARD 2    
Output Speed Sensor 1     _____________VRMS     ______________VRMS    
Output Speed Sensor 2     ______________VRMS     ______________VRMS    

Torque Converter Inlet Pressure

Table 11
Torque Converter Inlet Pressure     Input Speed (965 ± 45 rpm)     _______kPa
_______(psi)    

Clutch Leakage Check

Table 12
Clutch Leakage Check     Input Speed (1700 ± 30 rpm)
Approximate Input Flow
136 ± 4 L/min (36 ± 1 US gpm)    
Gear Range     1F     2F     3F     4F     1R     2R     3R     4R     N    

Input Flow    
______     ______     ______     ______     ______     ______     ______     ______     ______    

Lube Flow    
______     ______     ______     ______     ______     ______     ______     ______     ______    

Leakage    
______     ______     ______     ______     ______     ______     ______     ______     ______    

Lube Circuit Check

Table 13
Lube Circuit Check     Gear Range FORWARD 3
Lube Flow
76 ± 4 L/min (20 ± 1 US gpm)    
Input Rotation    
_______rpm    
Lube Pressure     _______kPa
_______(psi)    

ISO Particle Count

Table 14
ISO Particle Count     Sample the test bench oil supply.
   
________/________Particle Count    

Table 15






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