- Wheel Loader:
- 966H (S/N: BJ61-UP)
- 972H (S/N: WXZ1-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
Status (1)     | Description     | Specification     | Actual     | Comments     |
---|---|---|---|---|
    | Inspect Battery Cables     | Cables between the battery, the starter, and the engine ground must be the correct size. Wires and cables must be free of corrosion. Wires and cables must have cable support clamps in order to prevent stress on battery connections (terminals).     |     |     |
    | Battery Test     | 12.4 VDC or more     |     | Refer to Special Instruction, SEHS7633, "Battery Test Procedure".     |
    | Charging System Test     | 18 VDC to 32 VDC     |     | Refer to Special Instruction, REHS0354, "Charging System Troubleshooting".     |
    | Electric Starting System Test     | 12 to 16 V at −23° C (−10° F) to −7° C (19° F)     |
    |     |
14 to 18 V at −7° C (19° F) to 10° C (50° F) |
||||
16 to 24 V at 10° C (50° F) to 27° C (80° F) |
( 1 ) | N = Normal, M = Monitor, A = Action |
Engine
Cooling System
Status (1)     | Description     | Specification     | Actual     | Comments     |
---|---|---|---|---|
    | Radiator Pressure Relief (Radiator Cap) (2)     | -     |     |     |
    | Freezing Point of Engine Coolant     | -     |     |     |
    | Conditioner Test of Engine Coolant     | -     |     |     |
    | Belt Tension     | -     |     | Refer to Operation and Maintenance Manual.     |
( 1 ) | N = Normal, M = Monitor, A = Action |
( 2 ) | Test for the pressure that is listed on the cap. |
Fuel System
Status (1)     | Description     | Specification     | Actual     | Comments     |
---|---|---|---|---|
    | Fuel Pressure     | 655 ± 206 kPa (95 ± 30 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Lubrication System
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Engine Oil Pressure at Low Idle     | 62.05284 to 179 kPa (9 psi to 26 psi)     |
    |     |
    | Engine Oil Pressure at Full Load Speed     | 275 to 406 kPa (40 to 59 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Basic Engine
Status (1)     | Description     | Specification     | Actual     | Comments     |
---|---|---|---|---|
    | Engine Speed at Low Idle     | 825 ± 10 rpm     |     |     |
    | Engine Speed at High Idle     | 2270 ± 40 rpm     |     |     |
    | Torque Converter Stall Test Engine RPM     | 1400 ± 10 rpm     |     |     |
    | Cylinder Cutout Test     | -     |     | Cat® Electronic Technician (Cat ET) Service Tool     |
    | Engine Crankcase Pressure (Blowby)     | -     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Air Inlet and Exhaust System
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Torque Converter Stall Test Boost Pressure     | 125.97371 ± 20.3 kPa (37.2 ± 6 inch mercury)     |
    |     |
    | 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)     | -     |     |     |
    | Cylinder # 7 Exhaust Temperature (2)     | -     |     |     |
    | Cylinder # 8 Exhaust Temperature (2)     | -     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
( 2 ) | Compare the exhaust temperature variance at each exhaust port. |
Hydraulic Performance Checks
ReferenceRefer to Testing & Adjusting, UENR1694, "966H, 972H, and 980H Wheel Loaders Electrohydraulic Electronic Control System" for more detail on the following test.
Implement Cycle Time-Check
Status (1)     | Model     | Description     | Specification     | Actual     | Comments     |
---|---|---|---|---|---|
    | 966H     | Lift Raise     | 6.5 ± 0.5 sec     |     |     |
    | Lift Lower | 3.5 ± 0.5 sec     |     |     | |
    | Float | 2.8 ± 0.5 sec     |     |     | |
    | Tilt Back | 2.5 ± 0.5 sec     |     |     | |
    | Dump | 2.7 ± 0.5 sec     |     |     | |
    | 972H     | Lift Raise     | 6.5 ± 0.5 sec     |     |     |
    | Lift Lower | 3.5 ± 0.5 sec     |     |     | |
    | Float | 2.8 ± 0.5 sec     |     |     | |
    | Tilt Back | 3.4 ± 0.5 sec     |     |     | |
    | Dump | 3.3 ± 0.5 sec     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Lift and Tilt Cylinder Drift - Check
Status (1)     | Model     | Description     | Specification     | Actual     | Comments     |
    | 966H and 972H     | Oil Temperature     | 49 to 65° C (120 to 150° F)     |
    |     |
    | Lift Cylinder | 14 mm (0.6 inch) over 5 minutes     |
    |     | |
    | Tilt Cylinder | 20 mm (0.8 inch) over 5 minutes     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Brake Performance Checks
ReferenceRefer to Testing & Adjusting, UENR1691, "966H and 972H Wheel Loaders Braking and Hydraulic Fan System" for more detail on the following test.
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Brake Accumulator - Test (Test from OMM)     | 6201 kPa (900 psi) at 21° C (70° F)     |
    |     |
    | Service Brake Holding Ability Test- Test (Test from OMM)     |     |     |     |
    | Parking Brake Holding Ability Test- Test (Test from OMM)     |     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Steering Performance Checks
ReferenceRefer to Testing & Adjusting, UENR1689, "966H and 972H Wheel Loaders Steering System" for more detail on the following test.
Command Control Steering Time - Check
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Steering Time for a Full Turn from Stop to Stop (High Idle)     | 2.9 ± 0.5 Seconds     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
HMU Steering Time - Check
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Steering Time for a Full Turn from Stop to Stop (High Idle)     | 2.9 ± 0.5 Seconds     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Hydraulic System
ReferenceRefer to Testing & Adjusting, UENR1694, "966H, 972H, and 980H Wheel Loaders Electrohydraulic Electronic Control System" for more detail on the following test.
Implement Piston Pump Margin Pressure (Float)
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Implement Piston Pump Margin Pressure (Float)     | 2100 ± 100 kPa (300 ± 15 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Pilot Pressure to the Main Control Valve
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Pilot Pressure to the Main Control Valve     | 3450 ± 150 kPa (500 ± 20 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Load Sensing Signal Relief Valve - Test and Adjust
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Load Sensing Signal Relief Valve - Test and Adjust     | 28900 ± 700 kPa (4200 ± 100 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Pilot Oil Accumulator (Dead Engine Lower) - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Oil Temperature     | 21° C (70° F)     |
    |     |
    | Accumulator Pressure (High Idle)     | 3515 ± 345 kPa (510 ± 50 psi)     |
    |     |
    | Accumulator Pressure (Dead Engine Lower)     | 1000 ± 50 kPa (145 ± 7 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Charging Pressure and Temperature Relationship for a Typical 1000 kPa (145 psi) Accumulator     |
|
Temperature     | Pressure     |
−7 °C (20 °F)     |
906 kPa (131 psi)     |
−1 °C (30 °F)     |
925 kPa (134 psi)     |
4 °C (40 °F)     |
943 kPa (137 psi)     |
10 °C (50 °F)     |
962 kPa (140 psi)     |
16 °C (60 °F)     |
981 kPa (142 psi)     |
21 °C (70 °F)     |
1000 kPa (145 psi)     |
27 °C (80 °F)     |
1019 kPa (148 psi)     |
32 °C (90 °F)     |
1038 kPa (151 psi)     |
38 °C (100 °F)     |
1057 kPa (153 psi)     |
43 °C (110 °F)     |
1075 kPa (156 psi)     |
49 °C (120 °F)     |
1094 kPa (159 psi)     |
Ride Control Accumulator - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Oil Temperature     | 21° C (70° F)     |
    |     |
    | Charge Pressure (at Ambient Temperature)     | 2300 kPa (334 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Charging Pressure and Temperature Relationship for a Typical 2300 kPa (334 psi) Accumulator     |
|
Temperature     | Pressure     |
−7 °C (20 °F)     |
2083 kPa (302 psi)     |
−1 °C (30 °F)     |
2126 kPa (308 psi)     |
4 °C (40 °F)     |
2170 kPa (315 psi)     |
10 °C (50 °F)     |
2213 kPa (321 psi)     |
16 °C (60 °F)     |
2257 kPa (327 psi)     |
21 °C (70 °F)     |
2300 kPa (334 psi)     |
27 °C (80 °F)     |
2343 kPa (340 psi)     |
32 °C (90 °F)     |
2387 kPa (346 psi)     |
38 °C (100 °F)     |
2430 kPa (352 psi)     |
43 °C (110 °F)     |
2474 kPa (359 psi)     |
49 °C (120 °F)     |
2517 kPa (365 psi)     |
Power Train System
ReferenceRefer to Testing & Adjusting, UENR1625, "966H, 972H, and 980H Wheel Loaders Power Train Electronic Control System" for more detail on the following test.
Tire Pressure
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. Refer to Operation and Maintenance Manual, SEBU9146, "Tire Inflation Information" for information on tire inflation.
Also refer to the latest edition of Special Publication, "Caterpillar Performance Handbook" for general information on tire inflation pressure.
Calibrate Fill time for the Transmission Clutch
Refer to Testing and Adjusting, UENR1625, "Fill Time for the Transmission Clutch (Electronic Technician) - Calibrate" for information on calibrating the fill time for the transmission clutch.
Test for the Transmission Clutch Pressure
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Clutch "1" Pressure (Reverse in Any Speed)     | 2758 ± 140 kPa (400 ± 20 psi)     |
    |     |
    | Clutch "2" Pressure (Forward in Any Speed)     | 2758 ± 140 kPa (400 ± 20 psi)     |
    |     |
    | Clutch "3" Pressure (Neutral)     | 2758 ± 140 kPa (400 ± 20 psi)     |
    |     |
    | Clutch "4" Pressure (Forward or Reverse/Third Speed)     | 2758 ± 140 kPa (400 ± 20 psi)     |
    |     |
    | Clutch "5" Pressure (Second Speed/Forward or Reverse)     | 2310 ± 140 kPa (335 ± 20 psi)     |
    |     |
    | Clutch "6" Pressure (First Speed/Forward or Reverse)     | 2758 ± 140 kPa (400 ± 20 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Speed Range and Direction     | Engaged Clutches and Energized Solenoids     |
Fourth Speed Forward     | 3 and 2     |
Third Speed Forward     | 4 and 2     |
Second Speed Forward     | 5 and 2     |
First Speed Forward     | 6 and 2     |
Neutral     | 3     |
First Speed Reverse     | 6 and 1     |
Second Speed Reverse     | 5 and 1     |
Third Speed Reverse     | 4 and 1     |
Fourth Speed Reverse     | 3 and 1     |
Torque Converter Inlet Pressure (High Idle)
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Torque Converter Inlet Pressure (High Idle)     | 925 ± 50 kPa (135 ± 7.5 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Torque Converter Outlet Pressure (Torque Converter Stall)
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Torque Converter Outlet Pressure (Torque Converter Stall)     | 415 ± 140 kPa (60 ± 20 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Transmission Lubrication Pressure (High Idle)
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Transmission Lubrication Pressure (High Idle)     | 105 kPa (15 psi) (minimum)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Transmission Oil Pump Pressure (High Idle)
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Transmission Oil Pump Pressure (High Idle)     | 2758 ± 70 kPa (400 ± 10 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Steering System
ReferenceRefer to Testing & Adjusting, UENR1689, "966H and 972H Wheel Loaders Steering System" for more detail on the following test.
Piston Pump (Steering) High Pressure Stall - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Piston Pump (Steering) High Pressure Stall - Test     | 20700 ± 700 kPa (3000 ± 100 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Piston Pump (Steering) Margin Pressure - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Margin Pressure     | 2400 kPa (348 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Piston Pump (Steering) Low Pressure Standby - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Piston Pump (Steering) Low Pressure Standby (High Idle)     | 3500 ± 345 kPa (500 ± 50 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
HMU Steering Cylinder Crossover Relief Valve - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | HMU Steering Cylinder Crossover Relief Valve - Test     | 25600 ± 700 kPa (3700 ± 100 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Command control Steering Pilot System Pressure - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Left Steering Pilot Pressure (Min)     | 1600 to 3000 kPa (232 to 435 psi)     |
    |     |
    | Right Steering Pressure (Min)     | 1600 to 3000 kPa (232 to 435 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Command Control Steering Pilot Valve Supply Pressure - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Steering Pilot Pressure     | 3515 ± 345 kPa (510 ± 50 psi)     |
    |     |
    | Neutral Pilot Pressure     | 600 ± 35 kPa (87 ± 5 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Steering Neutralizer Valve - Check
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Right Side Gap (Engine Frame to Non-Engine Frame     | 10 ± 3 mm (0.4 ± 0.1 inch)     |
    |     |
    | Left Side Gap (Engine Frame to Non-Engine Frame     | 10 ± 3 mm (0.4 ± 0.1 inch)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Brake and Hydraulic Fan System
ReferenceRefer to Testing & Adjusting, UENR1691, "Braking and Hydraulic Fan System" for more detail on the following test.
Service Brake System Pressure - Test
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Rear Service Brake Pressure (Brake ON)     | 4690 ± 350 kPa (680 ± 50 psi)     |
    |     |
    | Front Service Brake Pressure (Brake ON)     | 4690 ± 350 kPa (680 ± 50 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Service Brake Wear Indicator
Disc Thickness Wear Chart     | ||
Estimated Percentage of Remaining Brake Disc Life     | Amount of Friction Material that is Worn From the Disc     | Oil Groove Depth (1)     |
100     | 0.00 mm (.000 inch)     |
1.05 mm (.041 inch)     |
80     | 0.29 mm (.011 inch)     |
0.90 mm (.036 inch)     |
60     | 0.58 mm (.023 inch)     |
0.76 mm (.030 inch)     |
40     | 0.88 mm (.034 inch)     |
0.61 mm (.024 inch)     |
20     | 1.17 mm (.046 inch)     |
0.47 mm (.018 inch)     |
0     | 1.46 mm (.058 inch)     |
0.32 mm (.013 inch)     |
( 1 ) | Groove depth is the most critical measurement. |
Hydraulic Fan (If Equipped)
Status (1)     | Description     | Specification     | Actual     | Comments     |
    | Max Fan Speed     | 1200 ± 50 rpm     |     |     |
    | Minimum Fan Speed     | 525 ± 75 rpm     |     |     |
    | Margin Pressure (Low Idle)     | 1800 ± 100 kPa (261 ± 14 psi)     |
    |     |
    | High Pressure Cut Off (High Idle)     | 19388 ± 350 kPa (2812 ± 50 psi)     |
    |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Air System
ReferenceRefer to Testing & Adjusting, KENR####, "Air System" for more detail on the following test.
Pressure - Test and Adjust
Status (1)     | Description     | Specification     | Actual     | Comments     |
---|---|---|---|---|
    | Low Idle     | Enter Value     |     |     |
    | High Idle     | Enter Value     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
S·O·S Samples
ReferenceRefer to Operation and Maintenance Manual, SEBU####, "Maintenance Interval Schedule" for more detail on performing S.0.S samples.
Engine Oil Sample
Status (1)     | Description     | Obtain     | Comments     |
    | Engine Oil Sample     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Engine Coolant Sample
Status (1)     | Description     | Obtain     | Comments     |
    | Engine Coolant Sample     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Hydraulic Oil Sample
Status (1)     | Description     | Obtain     | Comments     |
    | Hydraulic Oil Sample     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Differential & Final Drive Oil Samples (Inboard Final Drives)
Status (1)     | Description     | Obtain     | Comments     |
    | Front Differential & Final Drive Oil Sample     |     |     |
    | Rear Differential & Final Drive Oil Sample     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Differential & Final Drive Oil Samples (Outboard Final Drives)
Status (1)     | Description     | Obtain     | Comments     |
    | Front Differential Oil Sample     |     |     |
    | Rear Differential Oil Sample     |     |     |
    | Left Front Final Drive Oil Sample     |     |     |
    | Right Front Final Drive Oil Sample     |     |     |
    | Left Rear Final Drive Oil Sample     |     |     |
    | Right Rear Final Drive Oil Sample     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |
Transmission/Torque Converter Oil Sample
Status (1)     | Description     | Obtain     | Comments     |
    | Transmission/Torque Converter Oil Sample     |     |     |
( 1 ) | N = Normal, M = Monitor, A = Action |