Salvage of Planetary Carrier Pin Bores Using Tapered Roller Bearings for 785 and 789 Trucks{0760, 0761, 4050} Caterpillar


Salvage of Planetary Carrier Pin Bores Using Tapered Roller Bearings for 785 and 789 Trucks{0760, 0761, 4050}

Usage:

785C 1HW
Off-Highway Truck/Tractor:
785 (S/N: 8GB1-UP)
785B (S/N: 6HK1-UP)
785C (S/N: 1HW1-UP; APX1-UP; 5AZ1-UP)
785D (S/N: DMC1-UP; MSY1-UP)
789 (S/N: 9ZC1-UP; 1KT1-UP)
789B (S/N: 7EK1-UP)
789C (S/N: 2BW1-UP)

Introduction

© 2011 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.

This Reuse and Salvage Guideline contains the necessary information in order to allow a dealer to establish a parts reusability program. Reuse and salvage information enables Caterpillar dealers and customers to benefit from cost reductions. 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 Reuse and Salvage 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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Canceled Part Numbers and Replaced Part Numbers

This document does not 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.

Summary

The outer planetary carriers on 785 and 789 Trucks can be salvaged and reconditioned to accept new tapered roller bearings.

This procedure can be used on 8W-1365 Planetary Carriers in this Guideline provide a method of salvaging carriers using the latest engineering design which will minimize owning and operating costs.




Illustration 1g02160625

Salvage of carrier bolt holes and pin bores.

When used in the same application, parts that meet the "Use again " specifications in this guideline can be expected to give normal performance until the next overhaul. Never install a part that this guideline shows cannot be used again. During reconditioning, correct any conditions that might have caused the original failure.

Equipment and Tooling

The following list of machines and tooling is a recommended list. The salvage procedure can also be completed using equivalent machinery.

Table 1
Equipment and Tooling List
Table A    
Part Number     Description    
-     Vertical mill with a 60 x 150 cm (24 x 60 in) work table or a universal boring/milling machine    
-     Boring bar    
-     Locating fixture for machining bores. See "Fabricating Machining Fixture". Locating Pin    
8T-5096     Dial Indicator Group    
6V-7898     Dial Bore Gauge Assembly    
-     Metal spray equipment    
4C-6168     Metal Spray 453 Powder    
6v-1541     Quick Cure Primer    
9s-3263     Thread Lock    

Machining Threaded Insert Installation Tool

A special tool is required to install the threaded insert without damage. Machine this tool from SAE 1020steel to the dimensions given in Illustration 2 and Table B. The 2F-6869 Dowel Pins are 7.93750 mm (0.3125 inch) diameter by 25.40000 mm (1 inch) long.




Illustration 2g02160861

Threaded insert installation tool.

Table 2
Dimension for Installation Tool
Table B    
Item     Dimension    
A    
133.35 mm (5.250 inch)    
B    
25.4 mm (1.00 inch)    
C    
54.153 mm (2.1320 inch)    
D    
117.48 mm (4.625 inch)    
E    
7.9 ± 0.013 mm (0.311 ± 0.0005 inch)    
F    
6.35 mm (0.250 inch)    
G    
7.938 ± 0.008 mm (0.3125 ± 0.0003 inch)    
H    
25.4 mm (1.00inch)    
J    
19.05 mm (0.750 inch)    

Fabricating Machining Fixture

A holding fixture or other holding device should be fabricated or obtained prior to starting the Salvage Procedure. This fixture is only a suggested tool. If other means of retaining the carrier during machining are available, they may be used.

It is recommended that all machining is completed at the same time. If the locating fixture is removed from the boring mill, it will need to be relocated and checked for alignment and Total Indicator Run-out prior to machining.

Table 3
Location Fixture Dimensions
Table C    
Item     Description     Dimension    
3     Absolute zero point    
12.5 mm (0.500 inch)    
4     Tapped holes     5/8-11 or 3/4-10    
5     Hole diameter    
25 mm (0.1 inch)    
K     Side plate width    
60 cm (24.0 inch)    
L     Side plate length    
91 cm (36.0 inch)    
M     Side plate height    
127 cm (50.0inch)    
N     Base plate width    
121 cm (48.0 inch)    
P     Side plate width    
91 cm (36.0 inch)    
Q     Plate thickness    
50 mm (2.0 inch)    



    Illustration 3g02160864

    Planetary locating fixture. See table C. Locating Fixture Dimensions for reference items.

  1. Fabricate a holding fixture as shown in Illustration 3. All side plates and fixture base are made from 50 mm (1.96850 inch) thick SAE 1020 steel. After welding, the fixture must be stress relieved to prevent any improper alignment or movement of the fixture.

  1. Machine side faces and base of the fixture. Cut a key way into the base of the fixture which corresponds to the key ways on the boring mill.

  1. Drill and bore/ream a 12.50 mm (0.500 inch) center hole which will be used for an absolute zero point.

  1. Drill and tap holes in the side of the fixture for 5/8-11 or 3/4-10 bolts. Holes should be on 75 mm (3.00inch) to100 mm (4.00 inch) centers from the absolute zero point. Drill 25 mm (1.00 inch) holes on all sides of the fixture. These holes can be used for locator pins and help to lighten the fixture.

Safety and Personal Protection

Safety glasses should be worn during machining operations and application of solvents. Contact lenses should not be worn while performing Any machining operations. Protective clothing and plastic or rubber protective gloves are also recommended when using chemical cleaning solutions.

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

Personal injury can result from improper handling of chemicals.

Make sure you use all the necessary protective equipment required to do the job.

Make sure that you read and understand all directions and hazards described on the labels and material safety data sheet of any chemical that is used.

Observe all safety precautions recommended by the chemical manufacturer for handling, storage, and disposal of chemicals.

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

Cleaning Procedure

Before a part is inspected, clean the part thoroughly following these steps.

  1. When lifting or moving parts to be cleaned, use proper lifting devices for operator safety and to prevent machined surfaces from damage.

  1. Wash each carrier separately. When several parts are washed together, machined surfaces can be damaged.

  1. Use pressure air to dry parts.

  1. If inspection is not done immediately after cleaning, put hydraulic oil on each machined face to prevent rust or corrosion. Then place the parts into a clean container.


NOTICE

Pressure air can cause personal injury. When using pressure air for cleaning or drying parts, wear a protective face shield, protective clothing, and protective shoes. The maximum air pressure must be below 200 kPa (30 psi) for cleaning purposes.


Visual inspection

Visually determine if the carrier can be salvaged. Check for web cracks or other damage that would prevent the carrier from being used again. Check pin bores and counter bores for correct size. Determine if the pin bore can be machined oversize to accept the threaded inserts.




Illustration 4g02160905

Inspection of thrust faces (2) and bolt hole mounting surface (1) .

Table 4
Dimensions for Illustration 4
Table D    
Item     Description     Dimension    
A     Thrust face diameter    
135.0 mm (5.315 inch)    
B     Thrust face diameter    
140 mm (5.512 inch)    
6     Pin bore diameter    
101.68 ± 0.013 mm (4.003 ± 0.0005 inch)    
7     Pin bore diameter    
101.68 ± 0.013 mm (4.003 ± 0.0005 inch)    

The wheel mounting surface may require metal spray to repair damage caused by wheel loosening. Restore the flange thickness to its original dimension of 22.00 ± 0.51 mm (0.866 ± 0.020 inch). Do not use carriers with cracked bolt holes.




Illustration 5g02161971

Inspect the carrier for cracks, elongation of bores, damaged thrust faces, and web area damage.




Illustration 6g02161977

Carrier with cracked flange.

Do not use again

Web Cracks

Inspect the carrier for cracks in the web area. Refer to Reuse and Salvage Guidelines, SEBF8135, "Repair of Web Cracks in Final Drive Planetary Carriers" for additional information.




Illustration 7g02161984

Typical location of web crack.

Preparation for Salvage and Machining the Threaded Insert

Before starting the salvage procedure, threaded inserts should be machined and ready to install.




Illustration 8g02162179

Machining dimensions for threaded inserts. Refer to Table E for dimensions.

Table 5
Machining Dimensions for Threaded Inserts
Table E    
Item     Dimension    
R    
34.163 ± 0.05 mm (1.345 ± 0.002 inch)    
S    
26.492 ± 0.05 mm (1.04299 ± 0.002 inch)    
T    
105.156 ± 0.013 mm (4.13999 ± 0.00051 inch) 12 threads/inch    
U    
84.074 ± 0.05 mm (3.310 ± 0.002 inch)    
V    
114.300 ± 0.05 mm (4.500 ± 0.002 inch)    
W    
1.14 mm (0.045 inch) maximum thread depth per side    
X    
2.54 mm (0.100inch)    
Y    
6.35 mm (0.250 inch) radius    

  1. Machine the insert from SAE 1020 steel to the dimensions listed in Table E.

  1. The inside diameter of the insert must be finish bored after installation into the carrier.

General Preparation

  1. The carrier should be cleaned to remove all oil, grease, and debris prior to performing the savage procedure. See Cleaning Procedure.

  1. Metal spray is an acceptable method of restoring a surface to its original size. Each step in the metal spray process is critical in achieving the desired coating, bond, and surface finish. Refer to Reuse and Salvage Guide, SERF8799, "Thermal Spray General Information Guide" for additional information about metal spray repair procedures.

    Note: Outer pin bores should not be metal sprayed. Evaluation of over-spray contamination is a major concern.

Salvage of Bolt Hole Face

Minor damage to bolt hole faces in the flange area of the carrier may be repaired with metal spray. More severe damage can be repaired using 6K-6351 Washers as spacers when the thrust faces are damaged more than 1.5 mm (0.060 inch) deep with a maximum of 3.05 mm (0.120 inch) with two washers.

To use the washer method of repair, counter bore the bolt hole to accept the washer. The counterbore diameter should be large enough that the washer slips into place. The depth should allow the washer to remain flush with the top of the flange surface.




Illustration 9g02162203

Bolt hole salvage.

Note: When using this method of repair, use a maximum of two to three washers per hole. Do not exceed the maximum depth. Make sure that the face height of the washer is flush with the flange surface. When more than five bolt holes are damaged repair the surface using metal spray.

Salvage of Pin Bores




Illustration 10g02162208

Fixture with locating blocks to position the carrier.




Illustration 11g02162215

Carrier mounted on the fixture.




Illustration 12g02162319

  1. Correctly locate the carrier onto the fixture for machining. Establish the X and Y axes for machining. Establish the X and Y axes in relation to the four pin bores and absolute zero point. Refer to Illustrations 11 and 12. Locate carrier with pin bores aligned in vertical and horizontal directions. Refer to Illustration 11. Secure carrier to the holding fixture.

  1. Check the center line of all four bores. Make sure the line of true position to each other does not exceed 0.01 mm (0.0004 inch). Outside diameter (Z) of 8W-1365 Carrier measures 1054.00 ± 0.08 mm (41.496 ± 0.003 inch). Distance (AA) measures 575.152 mm (22.643 inch). Radius (BB) measures 287.576 mm (11.3219 inch). Distance (CC) measures 406.694 mm (16.0116 inch) between adjacent bores.

  1. Install a dial indicator into the spindle of the vertical mill and zero (center) the pin bore. Refer to Illustration 13.

    1. Place the spindle directly in line with one pin bore.



      Illustration 13g02162324

      Zeroing the center pin bore.

    1. Position the dial indicator into the pin bore hole and zero (center) to within 0.03 mm (0.001 inch) total indicator runout (TIR).

  1. After the pin bore is centered, lock the vertical and horizontal axes to prevent movement of the table.



    Illustration 14g02162332

    Install the boring bar. Machining the pin bore and counterbore.

  1. Remove the dial indicator and install the boring bar into the spindle. Refer to Illustration 14.

  1. Rough machine the pin bore to 102.87 mm (4.050 inch) and finish machine to 105.156 ± 0.013 mm (4.140 ± 0.0005 inch) or size to fit threaded insert.



    Illustration 15g02162336

    Thread cutting tool.

  1. Remove the boring bar and install thread cutting tool. Cut threads in the pin bore. Install the threaded insert to ensure a proper fit and remove the threaded insert.



    Illustration 16g02162337

    Installation of threaded insert.

  1. Prior to final installation, the insert and the pin bore must be cleaned with 6V-1541 Quick Cure Primer to remove all contaminants. Inspect both pin bore and insert thoroughly.

  1. The insert must be threaded into the pin bore to check the fit, eliminate burrs, and establish a permanent seat. The threaded insert must then be removed and inspected.

  1. Coat the threaded insert with 9S-3263 Thread Lock Compound to promote thermal conduction of heat inside the bore and to prevent rotation of the threaded insert. Install insert to establish a permanent seat.

  1. Finish bore the threaded insert to the finish dimensions shown in Table F and IIlustration 17.

    Table 6
    Finish Machining Dimensions for Threaded Inserts
    Table F    
    Item     Dimension    
    DD    
    112.0 ± 0.5 mm (4.409 ± 0.020 inch)    
    EE    
    85.013 ± 0.013 mm (3.3470 ± 0.0005 inch)    
    FF    
    4.34 mm (0.171 inch)    
    GG    
    134 mm (5.28 inch)    
    HH    
    31 mm (1.220 inch)    
    II    
    103.961 mm (4.093 inch)    



    Illustration 17g02166514

    Finish bore the insert after installation into the 8W-1365 Planetary Carrier. See Table F for the dimensions.




    Illustration 18g02166536

    Automatic facing tool used to back-face the threaded insert.

  1. use and automatic facing tool or back-facing tool to back-face the threaded insert if necessary.

  1. Repeat Steps 2 through 11 on the remaining three bores.

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