Bench Test Procedure for a D5M, D6M, and 561M Track-Type Tractor Transmission{3030, 3073} Caterpillar


Bench Test Procedure for a 527 and 527B Track-Type Skidder Transmission {3030, 3073}

Usage:

561M 1KW
Pipelayer
561M (S/N: 1KW1-UP)
Track-Type Skidder
527 (S/N: J681-UP; J691-UP)
Track-Type Tractor
D5M (S/N: 3DR1-UP; 4BR1-UP; 4JS1-UP; 5FS1-UP)
D6M (S/N: 9ZM1-UP; 2RN1-UP; 5WR1-UP; 6LR1-UP; 2YS1-UP; 4GS1-UP)

Introduction

Table 1
Revision  Summary of Changes in REHS3609 
04  Updated Table 2. 
03  Updated Title and added serial numbers J68 and J69. 
02  Standardized 

© 2016 Caterpillar All Rights Reserved. This guideline is for the use of Caterpillar 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 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 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 technical questions when using this document, work with your Dealer Technical Communicator (TC).

To report suspected errors, inaccuracies, or suggestions regarding the document, submit a form for feedback in the Service Information System (SIS Web) interface.

Table 2
Machine Model  Transmission Arrangement 
527  131-9269 
527B  131-9269 

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 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 used to compare values on portions of this transmission test. 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

Table 3
Required Tools 
Tool  Part Number  Part Description  Qty 
1U-9584  Rail As 
1U-9586 Swivel Head Support Gp 
9U-9768 Plate 
9S-1366 Bolt (1/2-13 X 2.50 inch) 
5P-8245 Hard Washer 
108-4561(1)  Yoke As 
108-8296(2) Yoke As 
4C-4687  Drive Adapter 
8T-2223 Bolt (M10 X1.5 X 45 mm) 
6V-5839 Washer 
136-3647  Drive Adapter As 
0S-1594 Bolt (3/8-16 X 1 inch) 
5M-2894 Hard Washer 
1U-9131  Drive Adapter (Key) 
0L-1351 Bolt (3/8-16 X .875 inch) 
5M-2894 Hard Washer 
1U-9769  Adapter 
8C-9024 Fitting As (Plain) 
4J-0519 O-Ring Seal 
7X-0326 Bolt (1/2-13 X 3.00 inch) 
7X-0328 Bolt (1/2-13 X 3.50 inch) 
8T-4223 Hard Washer 
6V-8188 Nut 
439-3940  Link Bracket As 
8T-8917 Bolt (1/2-13 X 1.25 inch) 
5P-2424 Bolt (1/2-13 X 2.25 inch) 
8T-4223 Hard Washer 
6V-8188 Nut 
1U-9722 Load Binder As 
1U-9767  Adapter 
4J-0519 O-Ring Seal 
8C-9024 Fitting As (Plain) 
7X-0326 Bolt (1/2-13 X 3 inch) 
8T-4223 Hard Washer 
6V-8188 Nut 
221-9136  Bypass Adapter 
8C-9024 Fitting As (Plain) 
6V-3965  Fitting As (Quick Disconnect) 
3J-1907 O-Ring Seal 
1U-9830  Hand Shift Lever Gp (Tool) 
146-4080  Digital Multimeter 
8T-0855  Pressure Gauge (0 to 4,000 kPa (0 to 580 psi)) 
6V-4144 Coupler 
8T-0853  Pressure Gauge (0 to 400 kPa (0 to 58 psi)) 
6V-4144 Coupler 
(1) This tool is required for the D5M transmission.
(2) This tool is required for the D6M transmission.

Installation Procedure



    Illustration 3g00891627

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


    Illustration 4g03858897

  2. Install Tooling (A) to the rear of the transmission.


    Illustration 5g00891629

  3. Use a hoist to install the transmission on the test bench. The weight of the transmission is 492 kg (1085 lb).


    Illustration 6g00891631

  4. Install Tooling (B) on the input shaft.


    Illustration 7g00891632

  5. Install Tooling (C) on Tooling (B).


    Illustration 8g00891635

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


    Illustration 9g00891636

  7. Install Tooling (E) on Tooling (D).


    Illustration 10g00891639

  8. Align the transmission to the input drive shaft.

  9. Connect the input drive shaft to Tooling (E).


    Illustration 11g00891640

  10. Install the drive shaft guard.


    Illustration 12g03802221

  11. Tighten all four castle nuts and jack bolts.


    Illustration 13g00891642

  12. Install Tooling (F).

    Note: Install the longest bolt in the lower hole location. Use the lower bolt to attach Tooling (G).



    Illustration 14g00891643

  13. Install Tooling (G) to the rear of the transmission to prevent movement during testing.


    Illustration 15g00891644

  14. Install Tooling (G) to the input end of the transmission to prevent movement during testing.


    Illustration 16g00891025

  15. Install Tooling (H) on the transmission case.


    Illustration 17g00891645

  16. Remove plug (1).


    Illustration 18g03858901

  17. Install Tooling (P).


    Illustration 19g00891647

  18. Remove four plugs (2).


    Illustration 20g00891649

  19. Install Tooling (J).


    Illustration 21g00891651

  20. Connect hose assembly (3) from the pressurized flow meter to Tooling (F).

    Note: The flow meter will measure the flow of the supply oil.



    Illustration 22g00891652

  21. Connect hose assembly (4) from Tooling (G) to the No. 2 flow meter inlet.

    Note: The No. 2 flow meter will measure the oil flow that is returning to the test bench.



    Illustration 23g00891034

  22. Connect hose assembly (5) from the No. 2 flow meter to Tooling (H).


    Illustration 24g00891653
    (6) Main Supply Pressure
    (7) Transmission Lube Pressure

    Note: If you are using individual pressure gauges to measure the pressures, refer to Table 3 for the correct pressure gauges.

  23. Connect pressure gauge (6) to Tooling (J).

  24. Connect pressure gauge (7) to Tooling (J).


    Illustration 25g00891654
    (8) Speed Clutch Pressure "P1"
    (9) Direction Clutch Pressure "P2"

  25. Connect pressure gauge (8) to Tooling (J).

  26. Connect pressure gauge (9) to Tooling (J).


    Illustration 26g00891655

  27. Install Tooling (K) on the transmission.


    Illustration 27g00891656

  28. Cover the transmission. Use a suitable clean cover.

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

Test Procedure

Start Checks

    Note: Refer to Testing and Adjusting, SENR9466, "D5M Track-Type Tractor Power Train", Testing and Adjusting, SENR9481, "D6M Track-Type Tractor Power Train", or Testing and Adjusting, SENR1755, "561M Pipelayer" 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 during the test.

  2. If you are testing a D5M or a 561M transmission, then adjust the input flow to 34 ± 4 L/min (9 ± 1 US gpm). If you are testing a D6M transmission, then adjust the input flow to 30 ± 4 L/min (8 ± 1 US gpm).


    Illustration 28g02720621

  3. With the transmission in the NEUTRAL position, rotate the input shaft in a counterclockwise direction. Adjust the input rotation to 850 ± 30 rpm.

    Note: The input shaft will be rotated in a counterclockwise direction during this test. The direction is determined as you face the drive motor of the test bench.

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

  5. Check for lockup or excessive drag in all speed ranges.

  6. Stop the input shaft.

Initial Pressure Check



    Illustration 29g00891657

  1. Remove load piston plug (10) from the top of the transmission control valve.

  2. If you are testing a D5M or a 561M transmission, then adjust the input flow to 34 ± 4 L/min (9 ± 1 US gpm). If you are testing a D6M transmission, then adjust the input flow to 30 ± 4 L/min (8 ± 1 US gpm).

  3. With the transmission in the NEUTRAL position, rotate the input shaft in a counterclockwise direction. Adjust the input rotation to 850 ± 30 rpm.

  4. The "P1" pressure must be 531 ± 34 kPa (77 ± 5 psi).

  5. Stop the input rotation.

  6. Stop the input flow.

  7. Install load piston plug (10).

  8. Record the value in Table 6.

Neutralizer Valve Check

  1. Shift the transmission to FORWARD 3.

  2. If you are testing a D5M or a 561M transmission, then adjust the input flow to 34 ± 4 L/min (9 ± 1 US gpm). If you are testing a D6M transmission, then adjust the input flow to 30 ± 4 L/min (8 ± 1 US gpm).

  3. Adjust the input rotation to 850 ± 30 rpm. The "P2" pressure must be 0 kPa (0 psi).

  4. Adjust the input flow to 80 ± 4 L/min (21 ±1 US gpm).

  5. Adjust the input rotation to 2000 ± 30 rpm if you are testing a D5M or a 561M transmission. Adjust the input rotation to 2200 ± 30 rpm if you are testing a D6M transmission. The "P2" pressure must be 0 kPa (0 psi).

  6. Shift the transmission to NEUTRAL and then shift the transmission to any speed range. The "P2" pressure must rise to normal pressure. The normal pressure is determined by subtracting 379 ± 55 kPa (55 ± 9 psi) from the "P1" pressure.

  7. Record the value in Table 7.

Clutch Leakage Check

  1. Adjust the input flow to 79.5 ± 4 L/min (21 ± 1 US gpm). Maintain this flow during this check.

  2. Adjust the input rotation to 500 ± 30 rpm.

  3. Shift the transmission to FORWARD 1.

  4. Adjust the input rotation to 2000 ± 30 rpm if you are testing a D5M or a 561M transmission. Adjust the input rotation to 2200 ± 30 rpm if you are testing a D6M transmission.

  5. Record the input flow in Table 8.

  6. Record the output flow in Table 8.

  7. The leakage is obtained by subtracting the output flow from the input flow.

  8. Record the calculation in Table 8.

  9. Adjust the input rotation to 500 ± 30 rpm.

  10. Shift the transmission through positions FORWARD 2, FORWARD 3, REVERSE 1, REVERSE 2, REVERSE 3, and NEUTRAL. Repeat Steps 3 through 9 for each gear range.

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

  11. The difference in leakage between SECOND gear and THIRD gear or between FORWARD and REVERSE should not exceed 2.3 L/min (0.6 US gpm).

  12. The difference in leakage between FIRST gear and all other gears must not exceed 6.8 ± 3 L/min (1.8 ± 0.8 US gpm) of the average for this arrangement.

Lube Circuit Check

  1. Shift the transmission to FORWARD 2.

  2. Adjust the input flow until the lube flow is 57 ± 4 L/min (15 ± 1 US gpm).

  3. Adjust the input rotation to 2000 ± 30 rpm if you are testing a D5M or a 561M transmission. Adjust the input rotation to 2200 ± 30 rpm if you are testing a D6M transmission.

  4. The lube pressure must be 76 ± 7 kPa (11 ± 1 psi).

  5. Record the value in Table 9.

Transmission Bench Test Data Sheet

Table 4
CATERPILLAR  Transmission Bench Test Data Sheet  Test Date:_______ 
Model:_______
Work Order:_______  Serial No.:_______ 

Specifications

Table 5
General Specifications 
Description  High Idle  Low Idle 
Input Speed  D5M and 561M
2000 ± 30 rpm
D6M
2200 ± 30 rpm 
850 ± 30 rpm 
Input Flow  79 ± 4 L/min (21 ± 1 US gpm)  34 ± 4 L/min (9 ± 1 US gpm) 
Minimum Lube Flow  57 L/min (15 US gpm)   
Pressures 
"P1" Initial(1)    531 ± 34 kPa (77 ± 5 psi) 
P1  2550 ± 105 kPa (370 ± 15 psi)  2206 kPa (320 psi) min 
P2  P1 − 379 ± 55 kPa (P1 − 55 ± 8 psi)  P1 − 379 ± 55 kPa (P1 − 55 ± 8 psi) 
P3(2)    495 ± 55 kPa (72 ± 8 psi) 
Lube(3)  76 ± 7 kPa (11 ± 1 psi)  7 kPa (1 psi) 
(1) The load piston plug is removed and the transmission is in the NEUTRAL position.
(2) The flow for the converter outlet is restricted.
(3) The transmission is in FORWARD 2.

Initial Pressure Check

Table 6
Initial Pressure  Input Speed (850 ± 30 rpm)
Input Flow 34 ± 4 L/min (9 ± 1 US gpm) 
_______kPa
_______(psi) 

Neutralizer Valve Check

Table 7
Neutralizer Valve 
Input Flow  Input Speed  Gear Range  "P2" Pressure 
34 ± 4 L/min (9 ± 1 US gpm)(1)
30 ± 4 L/min (8 ± 1 US gpm)(2) 
850 ± 30 rpm  FORWARD 3  _______kPa
_______(psi) 
80 ± 4 L/min (21 ± 1 US gpm)  2000 ± 30 rpm(1)
2200 ± 30 rpm(2) 
FORWARD 3  _______kPa
_______(psi) 
NEUTRAL then shift to any gear range.  _______kPa
_______(psi) 
(1) D5M or 561M specification
(2) D6M specification

Clutch Leakage Check

Table 8
Clutch Leakage Check  Input Speed "D5M" and 561M (2000 ± 30 rpm)
Input Speed "D6M" (2200 ± 30 rpm)
Input Flow 76 ± 4 L/min (20 ± 1 US gpm) 
Gear Range  1F  2F  3F  1R  2R  3R  N 
Input Flow  ______  ______  ______  ______  ______  ______  ______ 
Output Flow  ______  ______  ______  ______  ______  ______  ______ 
Leakage  ______  ______  ______  ______  ______  ______  ______ 
Average of Arrangement  ______  ______  ______  ______  ______  ______  ______ 

Lube Circuit Check

Table 9
Lube Circuit Check  Gear Range FORWARD 2
Input Speed "D5M" (2100 ± 30 rpm)
Input Speed "D6M" (2200 ± 30 rpm)
Input Flow 76 ± 4 L/min (20 ± 1 US gpm) 
Average Lube Pressure Of Arrangement  _______kPa
_______(psi) 
Lube Pressure  _______kPa
_______(psi) 

ISO Particle Count

Table 10
ISO Particle Count  Sample the test bench oil supply.  ________/________Particle Count 

Table 11






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Technician
 






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Supervisor
 

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