HPTO12: Installation & Maintenance
HPTO12: Installation & Maintenance
Installation &
Maintenance
TABLE OF CONTENTS
Always follow the operating instructions in this publication. This ensures trouble-free operation and fulfillment of any
rights to claim warranty. Read these instructions before starting any installation or maintenance. These instructions
contain important information about servicing and maintaining your HPTO12. Always keep them in a safe and clean
location.
The following notes appear throughout the publication. Please take a moment to review and understand them.
Electrical hazard
Possible consequences: Severe or fatal injuries
Hazardous situation
Possible consequences: Severe or fatal injuries
Important information
Possible consequences: Damage to components or voiding of warranty
SAFETY
Proper installation, maintenance and operation procedures must be followed due to the possible danger to person(s) or
property from accidents that may result from the use of machinery. PT Tech will not be responsible for personal injury
resulting from careless maintenance and working practices.
Rotating equipment is potentially dangerous and can cause serious injury or death. Care should be taken by
machine manufacturers and operators to ensure adequate safety guards and devices are installed and all applicable
safety codes are adhered to. Do not operate the equipment if these guards and/or devices have been removed or
bypassed.
To prevent accidental starting of the engine or electronic damage when performing maintenance, disconnect battery
cables from battery and remove ignition key from switch. Proper lockout/tagout procedures should always be
closely followed.
PT Tech has made provisions for attaching lifting bolts. The holes provided are of adequate size and quantity to
safely lift the product itself. These lifting points must not be used to lift anything other than the PT Tech product.
Lifting excessive loads at these points could result in property damage or personal injury.
Select lifting eyebolts to obtain maximum thread engagement with bolt shoulder tight against housing. Bolts should
not be long enough to bottom out in lifting hole.
Personal injury can result from fluid under pressure. Care must be taken to ensure fluids are contained during
inspections, maintenance, adjusting or repair of the equipment. All pressurized hydraulic components should be
properly guarded to prevent personal injury.
Ensure all supported loads are lowered to a secured position and any devices capable of storing energy are de-
energized before installing or performing any service.
3-08-18 Rev. P 2
SYSTEM OVERVIEW
COMPONENT DESCRIPTION
The following illustration is a guide for terminology that will be used throughout this document.
Bellhousing Eyebolt
)
PWM Valve
Manifold
Pressure
Transducer
Serial Number
Location
Drive Ring
Speed Pickup
3-08-18 Rev. P 3
SYSTEM OVERVIEW
It is important that this information not be painted over, tampered with or removed, as this is the only type of
identification for warranty or replacement parts.
HPTO12TS-100 C 610 89
Clutch Size Assembly Sequential Serial Number
Month Built
Revision Year Built
Letter
Drive Configuration
(D = Driveshaft, T = Belt) Model Type
Shaft Length
(D = Long, S = Short)
3-08-18 Rev. P 4
HYDRAULICS
OIL REQUIREMENTS
Oil type can have a signifcant effect on performance and function of the HPTO unit. The fluids listed in the table
below are preferred by PT Tech but not required.
A “Multipurpose Tractor Transmission Oil” or ISO grade 32/46/68 hydraulic oil is preferred. However, when
operating the HPTO in low ambient temperatures (below freezing), it is important that oil kinematic viscosity not
exceed 380 cSt. If the viscosity is exceeded or an alternate type of oil is used, clutch performance may be
affected and may void warranty.
Improper oil may lead to harsh engagement and reduced bearing life. To determine the reccomended oil for your
application, first select the temperature range that best defines the ambient air temperature in which the HPTO
will be operating. Contact PT Tech if further assistance is required.
3-08-18 Rev. P 5
HYDRAULICS
NOTE: Avoid routing heat sources such as exhaust and fluid coolers near the hydraulic manifold. If
such layout is unavoidable, a heat shield is recommended to deflect heat from the manifold. If during
operation, the PWM coil temperature measured with a probe exceeds 240°F (116°C), Pressure faults
may occur and the clutch may not function properly. PT Tech offers a remote manifold mounting kit for
use in extreme temperature conditions to ensure operation of the PT Tech clutch. Please contact PT
Tech for further assistance on this kit.
CHYPT-003-D
Pressure Transducer
(Not all clutch
models will have this
installed)
CHYPV-002
Clutch PWM Valve
CHYSV-001
(Not all clutch
Clutch ON/OFF Valve
models will have
this installed)
Gauge Port
SAE -4 Inlet Port
Pressure Range 225 PSI (15.5 bar) SAE -8
while engaged and disengaged
Drain Port
SAE -8
3-08-18 Rev. P 6
HYDRAULICS
HYDRAULIC SCHEMATIC
3-08-18 Rev. P 7
ELECTRICAL
ELECTRICAL SCHEMATIC
3-08-18 Rev. P 8
ELECTRICAL SCHEMATIC CONTINUED
3-08-18 Rev. P
MECHANICAL
9
MECHANICAL
MECHANICAL GUIDELINES
Belt load and centerline distance should be within limits specified in the provided side load capacity graph
Belt driven applications require a support plate that is attached to the clutch to eliminate belt load being
transferred to engine housing. Refer to support bracket detail for remaining necessary dimensions
Always contact belt supplier to determine proper belt tension
Clutch design torque should be 200% above peak engine torque
“TD” and “TS” clutches should never be operated without belt load to prevent bearing damage
HPTO12TS
HPTO12TD
3-08-18 Rev. P 10
MECHANICAL
ASSEMBLY GUIDELINES
Inspect and clean mounting faces and surfaces
Bolt holes should be clean and free of debris
Verify flywheel runout tolerance is within engine manufacturer’s specification
When installing bolts and other fasteners, use permanent thread-locker on the threads and torque to
recommended values
Do not follow standard industry practice by locking the disc pack together. Also do not plug manifold drain
port and pressurize or else internal damage will occur
Assembly should be safely supported at all times until it is firmly secured to the machine
Ensure that all bolt threads are compatible with equipment. PT Tech follows SAE J620 Oct88 standards
Recommended Tools/Materials
Torque wrench: 30 – 80 lb·ft (41 – 108 N·m) Overhead hoist
Ratchet Lint-free towels
Socket set Mobilfluid 424 oil
Inch-size wrenches Brake cleaner
½-13 UNC eyebolts Permanent thread-locker (Loctite 262)
Adjustable crescent wrench Lifting straps
3-08-18 Rev. P 11
MECHANICAL
ASSEMBLY PROCEDURE
The following figures are only provided to make it easier to visualize the process. Discrepancies may occur
depending on size and version
Rubber Plug
Access Hole
Flywheel Bolts
SAE-14
½-13 UNC - Grade 8: Torque to 75 lb·ft (102 N·m)
(M12x1.75 - Grade 10.9): Torque to 63 lb·ft (85 N·m)
Input Speed Pickup
Bellhousing Bolts
SAE #1
7
/16-14 UNC – Grade 8: Torque to 52 lb·ft (71 N·m)
(M10x1.5 – Grade 10.9): Torque to 39 lb·ft (53 N·m)
1. Bolt drive ring to flywheel. Add medium strength threadlocker to bolt threads prior to installation.
2. Remove rubber plugs from access holes (save these for re-use)
3. Align teeth of the 3 friction plates with the teeth in the drive ring while mounting bellhousing to engine. A
screwdriver can be used to align the teeth through the access holes
4. Bolt bellhousing to engine. Add medium strength threadlocker to bolt threads prior to installation.
5. Ensure that there is a metal drive ring tooth directly centered in the speed pickup hole
6. Thread speed pickup into input speed location in bellhousing
7. Tighten by hand until input speed pickup bottoms out, back out 2-1/2 turns and lock in place with jam nut
8. Thread speed pickup into output speed location in bellhousing (HPTO12XX-2XX only)
9. Tighten by hand until output speed pickup bottoms out, back out 1-1/2 turns and lock in place with jam nut
3-08-18 Rev. P 12
MECHANICAL
5
/8-11 UNC Bolts
1-1/2” (38.1mm) Minimum Length
Torque to 148 lb·ft (100 N·m)
8. Attach support plate to clutch using 5/8-11 UNC Grade-8 bolts of 1-1/2” (38.1mm) minimum length. 3/4” (19mm)
of thread depth is provided in the clutch
9. Shim and attach bottom of support plate to machine frame
10. The hydraulic manifold has been preinstalled on the HPTO by PT Tech. Do not remove. See schematic at the
end of this document for connection details
11. Follow controller instructions and hydraulic guidelines to complete the HPTO installation
3-08-18 Rev. P 13
MECHANICAL
CONTROLLER OPERATION
Key On
3-08-18 Rev. P 14
MAINTENANCE
MAINTENANCE INTERVALS
Perform all maintenance using standard safety practices and with engine off.
Regular oil changes and samples are recommended to ensure maximum performance and longevity.
Baseline oil samples are suggested to be performed on new machines. These baseline samples can be beneficial in
determining the condition of components and can also aid in troubleshooting if a unit is not performing correctly.
To avoid unwanted downtime, it is recommended that the clutch be inspected and/or rebuilt.
5000 hours
Rebuild kits with instructions or complete rebuilt clutched are available.
Any machine, not used for an extended period of time, should be occasionally operated to
recoat the internal components with oil. This will prevent rust, corrosion and associated
issues. A summary of the recommended practices is as follows: Start the engine and allow it
Machine Storage to warm-up as normal. Engage the clutch at idle. Run at this condition for 5-10 minutes.
Disengage and stop engine. This procedure is recommended once a month. If the diesel
engine manufacturer recommends a more frequent procedure, there is no harm in increasing
the above clutch procedure frequency to match their recommendation.
Oil Sample Procedure
Caution: Always follow safety guidelines and wear proper PPE before performing any hydraulic maintenance.
1. A tee with a ball valve is required to be plumbed into the “Tank” line from the manifold. This valve must not block or
restrict oil flow from the manifold to the tank at any time.
2. Start the machine and let it run for 15 minutes or until oil temperature reaches at least 100° F (37.7° C).
3. Wipe the valve’s outlet with a clean lint-free cloth to remove any lose debris. With the engine running and a container
under the sample valve to catch oil, open the valve briefly and allow oil to flush remaining contaminants prior to
sampling.
4. After flushing, place sample container below the valve and fill until 2/3 full.
3-08-18 Rev. P 15
MAINTENANCE
Element type Warning Level (ppm) Element type Warning Level (ppm)
Aluminum 10 Molybdenum 5
Antimony 15 Nickel 10
Barium 10 Phosphorus 100
Boron 10 Potassium 10
Calcium 100 Silicon 25
Chromium 10 Silver 10
Copper 25 Sodium 10
Iron 100 Tin 10
Lead 10 Water 250
Magnesium 10 Zinc 100
3-08-18 Rev. P 16
J1939 CAN
Output Speed
Indicates controller is
Not used on this clutch model
receiving communication
from CAN
Input Speed Pressure Transducer
3-08-18 Rev. P
Indicates controller is Indicates controller is
receiving speed signal from receiving pressure signal
speed pickup or J1939 CAN from pressure transducer
Coil Fault
Indicates a solenoid coil on
the manifold is not
performing properly
17
MAINTENANCE
TROUBLESHOOTING
Please use the logic trees on the following pages to aid troubleshooting any problems that may occur.
Power
Illuminated Illuminated Not illuminated Flashing in Flashing randomly
continuously with continuously with engine rhythm with (flickering) with
engine running with key off running engine running engine running
Pin 1 of grey (A) plug on Controller not receiving Controller receiving power less Poor battery ground
Normal when ignition switch is switched power from ignition than 20 volts
in every position other than "Off" master unit is receiving
continuous power, not switch
switched power Check battery voltage. Check for damage in wire
Check 5 amp fuse on wire Charge or replace if connected to pin 7 of grey (A)
connected to pin 8 of grey necessary plug on master unit
Check ignition switch
(A) plug on master unit
wiring
If using a voltage With ignition on, test voltage Check that wire connected to
converter, check in wire connected to pin 1 of pin 7 of grey (A) plug on
voltage converter grey (A) plug on master unit. master unit is connected to
wiring is correct If no voltage, check wire for (-) terminal of battery
damage and inspect ignition
switch terminals
3-08-18 Rev. P 18
MAINTENANCE
Input Speed
Illuminated Not illuminated or
continuously flashing randomly
(flickering)
Normal when engine running Controller not receiving signal
from input speed pickup
Output Speed
Not illuminated
3-08-18 Rev. P 19
MAINTENANCE
Pressure Transducer
Illuminated Not
continuously illuminated
3-08-18 Rev. P 20
MAINTENANCE
J1939 CAN
Illuminated Not Flashing in
continuously illuminated rhythm
Normal when controller is Normal if controller is not Controller is connected to but not
Controller was connected to a J1939 CAN
connected to a J1939 CAN and connected to a J1939 CAN receiving signal from J1939 CAN
and has lost communication or there was
ignition switch is in every a communication error. (during this time
position other than "Off" the controller will use the input speed
Determine if the controller If there are wires connected sensor installed on the HPTO if one is
is connected to a J1939 to pins 7 & 8 of the black (B) detected)
CAN. If there are no wires plug on the master unit,
attached to pins 7 & 8 of the inspect them for damage
black (B) plug on the master
unit the controller is not Turn ignition switch off and
connected to a J1939 CAN SAE J1939 networks require a restart engine. If J1939 CAN
120Ω terminating resistor be communication is re-established
installed at each end of the light will stay continuously
main J1939 trunk. Verify they illuminated
are installed properly. Contact
machine's OEM for assistance Inspect wires connected to pins
7 & 8 of the black (B) plug on
There may be a problem with the master unit for damage
the engine's CAN. Contact the
engine manufacturer for
service and troubleshooting SAE J1939 networks require a
120Ω terminating resistor be
installed at each end of the
main J1939 trunk. Verify they
are installed properly. Contact
machine's OEM for assistance
3-08-18 Rev. P 21
MAINTENANCE
Clutch Engagement
Normal with a successful Clutch is not engaging Clutch is not engaging and oil pressure
engagement light is flashing in rhythm
Check that the voltage stamped on
the side of the coils is 24V and that
the system voltage is 24V DC. If Check that the voltage stamped on
system voltage is 12V DC, contact PT the side of the coils is 24V and that
Tech the system voltage is 24V DC. If
system voltage is 12V DC, contact PT
Tech
During engagement the Power,
Pressure Transducer and Input Speed
lights must be continuously Check for oil leaks or low fluid level in
illuminated. If they are not lit or are the reservoir
flickering the clutch will not engage.
Refer to those light's troubleshooting
sections for more information Install a flow meter at the inlet port
of the manifold and verify that at
least 2.0 GPM (7.6 LPM) is being
supplied during engagment
The controller must receive a
minimum of 20V DC from the (+)
terminal of the battery to pin 8 of
the grey (A) plug on the master unit. Check that oil viscosity does not
While cranking the engine the exceed 380 cSt
voltage may be dropping below 20V
3-08-18 Rev. P 22
MAINTENANCE
Oil Pressure
Not Continuously Illuminated
illuminated and Flashing in
illuminated continuosly rhythm
Pressure Transducer is
not illuminated
Normal There is currently an oil There was a pressure loss while the
There is a problem with the pressure fault in the system - clutch was engaging or engaged.
Pressure Transducer shut engine off immediately
1. Install a 300 psi (20.7 bar) Check that the Power light is not
pressure gauge with an SAE #4 o-ring flashing. If it is flashing, refer to
fitting into the "G" port in the "Power" troubleshooting
manifold.
2. With the engine running and the Check that both coils are connected to
clutch disengaged, the gauge should the valves
read 220 psi (15.2 bar).
3. If this condition is not true there
is a problem with the PWM valve. Check all hoses, filters, coolers, etc.
for leaks or damage
Note: The pressure in this port
should be 220 psi (15.2 bar) when
the clutch is engaged and Check oil reservoir fluid level and
disengaged. Pressure will vary sources of oil contamination
between 0-220 psi (0-15.2 bar)
during clutch engagement Check for excessive heat around the
PWM coil.
Check for sources of oil
contamination
3-08-18 Rev. P 23
MAINTENANCE
Oil Temperature
Not illuminated
Filter Clog
Not illuminated
Normal. This feature is not
used on this clutch model
Safety Switch
Illuminated
Not Illuminated
continuously
Safety switch feature only prevents the clutch from being engaged.
It will not disengage the clutch if a switch is activated.
3-08-18 Rev. P 24
MAINTENANCE
Coil
Illuminated Flashing in
Not Illuminated
continuously rhythm
Normal Problem with On/Off coil or its wiring Problem with PWM coil or its wiring
Check that the wires from pins 7 & 10 Check that the wires from pins 7 & 9 of
of the grey (A) plug on the master unit the grey (A) plug on the master unit are
are not damaged or connected not damaged or connected together
together
Check that the voltage stamped on the Check that the voltage stamped on the
side of the coils is 24V and that the side of the coils is 24V and that the
system voltage is 24V DC. If system system voltage is 24V DC. If system
voltage is 12V DC, contact PT Tech voltage is 12V DC, contact PT Tech
Disconnect the coil from the wiring Disconnect the coil from the wiring
harness. Using an Ohmmeter, check the harness. Using an Ohmmeter, check the
resistance across the two pins in the resistance across the two pins in the
Deutsch electrical connector of the coil. Deutsch electrical connector of the coil.
Silver coils should be 29.3 Ω (+/- 1 Ω) Silver coils should be 29.3 Ω (+/- 1 Ω).
Black coils should be 26.2 Ω (+/- 1 Ω) Black coils should be 26.2 Ω (+/- 1 Ω)
Check all wires and pins in the Deutsch Check all wires and pins in the Deutsch
electrical connectors that are attached electrical connectors that are attached
to the coil and master unit for damage. to the coil and master unit for damage.
3-08-18 Rev. P 25
MAINTENANCE
RPM
Not Illuminated Illuminated continuously Flashing in rhythm Flashing in
Illuminated continuously while while attempting to while attempting rhythm while
attempting to engage disengage to engage engaged
Normal
The engine The engine speed Engine speed is The engine Input speed Normal if the
Engine speed is speed was signal was lost driven equipment
speed is over is over 1200 rpm below 1200 rpm
below 1100 rpm increased for more than 2 becomes jammed
1100 rpm
above 1430 seconds during or has caused a
Check engine Refer to "Input clutch
Refer to "Input Check engine speed and during clutch shock load in the
Speed" engagement engagement system. The HPTO
Speed" speed and reduce speed troubleshooting
troubleshooting reduce speed to under 1200 controller will
section 1. Push the
section to under 1100 rpm Do not attempt to attempt to
Engage/Disengage
rpm increase engine disengage if input
button for 1
speed while clutch speed drops below
second to clear
is in the process of 500 rpm to
the fault
engaging prevent an engine
2. Push and hold stall
1. Push the Engage/Disengage
Engage/Disengage button for 3
button for 1 seconds to engage
second to clear the clutch
the fault
2. Push and hold Refer to "Input
Engage/Disengage Speed"
button for 3 troubleshooting
seconds to engage section
the clutch
3-08-18 Rev. P 26
MAINTENANCE
Timed Lockout
Illuminated
Not illuminated continuously
Normal 3 failed engagements have Immediate lockout during Immediate lockout while
occurred in a row engagement engaged
Engage/disengage button
was pushed during clutch
engagement process
3-08-18 Rev. P 27
AVAILABLE PRODUCT DOCUMENTS
Each clutch size has multiple documents available which aid in design, installation, maintenance and rebuilding of the
product. Contact PT Tech or visit our website, www.pttech.com, for more information.
Design Manual – Provides information pertinent to designing and integrating the product into your machine.
Installation & Maintenance Manual – Supplies guidance on installing, maintaining and troubleshooting the product.
Parts & Kits Manual – Details exploded views of the products as well as available parts and kits.
Rebuild Manual – Contains detailed, step-by-step instructions on how to rebuild the product.
HEADQUARTERS - USA
1441 Wolf Creek Trail
Wadsworth, OH 44281-9742
U.S.A.
T: 330-239-4933 (ask for Sales or Service)
F: 330-239-2012
www.pttech.com
地址:上海市虹桥路1号港汇中心1座27层
邮编:200030
电话:+86 21 61138000
传真:+86 21 61138001
网址: www.pttech.com