631D Trans Shift Points

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Testing and Adjusting

631D POWER SHIFT TRANSMISSION
Media Number -SENR7260-02 Publication Date -01/09/1977 Date Updated -12/10/2001
Testing And Adjusting

SMCS - 1264; 1286; 1288
Transmission Hydraulic Controls

Performance Tests And Adjustments
When you make a complete test of the hydraulic controls and/or an

adjustment of the shift points, remove both drive axles and disconnect
the steering linkage. Let only approved personnel on the machine. Keep
other personnel off the machine and in view of the operator.
NOTE: All tests and adjustments must be made with the oil in the hydraulic control system at the
temperature of normal operation. Be sure the linkage adjustments are correct before the tests and
adjustments are made.
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SCHEMATIC OF THE SEMIAUTOMATIC CONTROLS
1. Control group for shift pressure.
2. Downshift reduction valve.
3. Hydraulic governor.
4. Valve group for automatic selection of speed.
5. Priority valve.
6. Hold valve piston.
7. Governor reduction valve spool (6th to 7th, 7th to 8th speed upshifts and 8th to 7th, 7th to 6th speed downshifts).
8. Top cover and manifold.
9. Hydraulic shift spool.
10. Line from oil filter.
11. Manual selection spool.
12. Automatic selection spool (7th to 8th speed upshift and 8th to 7th speed downshift).
13. Automatic selection spool (2nd to 3rd speed upshift and 3rd to 2nd speed downshift).
14. Upshift reduction valve (2nd to 3rd speed upshift).
15. Air line from transmission hold pedal.
16. Governor reduction valve (4th to 5th, 5th to 6th speed upshifts and 6th to 5th, 5th to 4th speed downshifts).
17. Governor reduction valve (2nd to 3rd, 3rd to 4th speed upshifts and 4th to 3rd, 3rd to 2nd speed downshifts).
18. Governor cut-off valve.
19. Upshift reduction valve (3rd to 4th, 5th to 6th and 7th to 8th speed upshifts).
20. Line from P2 in transmission hydraulic controls.
22. Automatic selection spool (3rd to 4th speed upshift and 4th to 3rd speed downshift).
23. Upshift reduction valve (4th to 5th and 6th to 7th speed upshifts).
24. Slugs (six).
27. Oil line to valve group for pressure control.
A. Pressure tap for governor signal pressure (2nd to 3rd, 3rd to 4th speed upshifts and 4th to 3rd, 3rd to 2nd speed downshifts).
B. Pressure tap for governor signal pressure (4th to 5th, 5th to 6th speed upshifts and 6th to 5th, 5th to 4th speed downshifts).
C. Pressure tap for governor signal pressure (6th to 7th, 7th to 8th speed upshifts and 8th to 7th, 7th to 6th speed downshifts).
D. Pressure tap for governor supply pressure.
AA. Adjustment screw for 2nd to 3rd upshift point.
BB. Adjustment screw for 4th to 5th and 6th to 7th upshift points.
CC. Adjustment screw for 3rd to 4th, 5th to 6th and 7th to 8th upshift points.
DD. Adjustment screw for all downshift points.
NOTE: This schematic does not show the controls in any specific speed position.
TRANSMISSION CONTROLS IN FIRST SPEED
10. Line from oil filter to semiautomatic controls.
27. Line from semiautomatic controls.
28. Oil filter.
29. Transmission oil pump.
30. Scavenge oil pump.
31. Torque converter.
32. Retarder control valve.
33. Magnetic screen.
34. Oil reservoir in bevel gear case.
35. Oil reservoir in transmission case.
36. Retarder air valve.
37. Retarder.
38. Transmission oil cooler.
39. Selection valve body.
40. Line for transmission lubrication.
41. Valve group for pressure control.
42. Inlet relief valve for torque converter.
43. Check valve.
44. Reset valve for load piston.
45. Flow control valve.
46. Selection spools (four).
47. Modulation relief valve (P2).
48. Load piston.
49. Check valve.
50. Safety valve.
51. Modulation relief valve (P1).
52. Load piston.
E. Pressure tap for converter outlet.
F. Pressure tap for converter inlet.
G. Pressure tap for transmission lubrication.
H. Pressure tap for pump.
I. Pressure tap for relief valve (P1).
J. Pressure tap for relief valve (P2).
Installation Of The FT1106 Engine Speed Control Adapter
Before installation of the FT1106 Engine Speed Control Adapter,

remove both axles and disconnect the steering linkage.
1. Install lever (54), spacer and bolt on governor linkage. Install the lever so it is in a position on governor
linkage so when it is pulled it will give full travel of the governor linkage.
NOTE: If lever (54) is not available, a pair of Vise-Grip pliers can be used.
2. Fasten chain (55) to lever (54).
3. Run the chain as straight as possible through open areas to the rear of the tractor.
INSTALLATION OF LEVER ON THE GOVERNOR LINKAGE (Typical Example)

53. Governor linkage. 54. Lever. 55. Chain.
LOCATION OF GOVERNOR LINKAGE

53. Governor linkage.
4. Remove one of the bolts from the transfer case. Install bracket (58) on the case using only the bolt.
5. Install lever (57) thru bracket (58). Install yoke (56) on lever (57).
6. Remove slack from chain (55) and connect it to the pin in yoke (56). Use a link in the chain which will
give just enough length to start the threads of lever (57) in yoke (56).
INSTALLATION OF BRACKET ON TRANSFER CASE (Typical Example)

55. Chain. 56. Yoke. 57. Lever. 58. Bracket.
7. If the installation is correct, turning lever in a clockwise direction will pull the chain and cause an increase
in engine rpm.
NOTE: If the threads are tight, it will be necessary to hold yoke (56) while turning lever (57).
Pressure Test For The Hydraulic Controls
When you make a complete test of the hydraulic controls, remove both
axles and loosen the steering linkage.
See the TRANSMISSION PRESSURE AND ADJUSTMENT CHART.
1. Check operation of the safety valve:
a. Move the transmission selection lever, at the operator's console, to REVERSE position.
b. Start engine and run it at 700 rpm.
c. The semiautomatic controls must cause the transmission controls to make a shift into REVERSE.
d. Oil pressure for the pump at pressure tap (H) must be 120 psi (830 kPa) minimum.
NOTE: To change pressure, add or remove spacers (59) for priority valve (5). See the SPACER CHART.
CONTROL GROUP FOR SHIFT PRESSURE

5. Priority valve. 59. 7M1397 Spacers.
e. Oil pressure at tap (I) P1 must be 75 ± 3 psi (520 ± 20 kPa). Oil pressure at tap (J) P2 must be 60 ± 3 psi
(415 ± 20 kPa).
f. Move the transmission selection lever to NEUTRAL. The transmission must make a shift and oil pressure
at taps (I) P1 and (J) P2 must go up to a minimum of 275 psi (1900 kPa).
g. Run the engine at 900 rpm. Oil pressure for the pump at pressure tap (H) must be 25 to 40 psi (170 to 280
kPa) higher than at tap (I) P1.
2. Check the operation of the hold valve:
a. Move the transmission selection lever to EIGHTH speed.
b. Make the engine rpm go up until the transmission makes the shifts up to EIGHTH speed.
c. Push the transmission hold pedal down. Make a check for a minimum of 65 psi (450 kPa) air pressure to
the transmission hold valve.
d. Run the engine at 700 rpm. The transmission must not make a downshift out of EIGHTH speed.
e. While keeping the transmission hold pedal pushed down, move the transmission selection lever through
each speed to NEUTRAL. The transmission must not make a downshift out of EIGHTH speed.
LOCATION OF PRESSURE TAPS OUTSIDE THE TRANSMISSION CASE

60. Horizontal selection shaft. E. Test location for outlet oil pressure from torque converter. G. Test location for transmission
lubrication pressure. H. Test location for transmission pump pressure.
LOCATION OF THE PRESSURE TAPS INSIDE THE TRANSMISSION TOP COVER

F. Pressure tap for converter inlet pressure. I. Pressure tap for relief valve pressure, (P1). J. Pressure tap for relief valve pressure,
(P2).
f. Release the transmission hold pedal. The transmission must now make the shifts to NEUTRAL.
3. Checking system pressures (push hold pedal down):
a. Fasten a lever or Vise-Grip pliers to the end of shaft (60).
b. RELEASE THE PARKING BRAKE and run the engine at 2200 rpm. Keep the transmission hold pedal
pushed down so the semiautomatic controls will not cause the transmission to make a shift.
NOTICE
The parking brake must be released before a shift of the transmission

is made with shaft (60) or damage will be done to the parking brake.
c. Manually make a shift to REVERSE and FIRST and SECOND speeds. The pressure at taps (I) P1 and (J)
P2 must be 398 to 422 psi (2760 to 2900 kPa).
d. Manually make the shifts to THIRD through EIGHTH speeds. The pressure at tap (I) P1 and (J) P2 must
be 288 to 325 psi (1990 to 2250 kPa).
e. Do the following with the transmission in NEUTRAL unless the instructions say differently:
... Oil pressure at taps (I) P1 and (J) P2 must be 288 to 325 psi (1990 to 2250 kPa).
... Lubrication pressure at tap (G) must be 16 to 22 psi (110 to 150 kPa).
... Lubrication pressure must not go down more than 2 psi (14 kPa) when a shift is made from
NEUTRAL to REVERSE or from NEUTRAL to FIRST or SECOND speeds.
... Lubrication pressure must not go down more than 8 psi (55 kPa) when a shift is made from
NEUTRAL to THIRD through EIGHTH speeds.
... Oil pressure for converter inlet at tap (F) must be 100 to 120 psi (690 to 830 kPa) with the
transmission in FIRST, SECOND and REVERSE.
f. Run the engine at 700 rpm:
... Oil pressure at taps (I) P1 and (J) P2 must be a minimum of 385 psi (2670 kPa) in FIRST,
SECOND, and REVERSE.
... Oil pressure at taps (I) P1 and (J) P2 must be a minimum of 275 psi (1900 kPa) in NEUTRAL and
THIRD through EIGHTH speeds.
... There must be an indication of lubrication pressure at tap (G) in all speeds.
... There must be an indication of pressure for converter inlet at tap (H) with the transmission in
FIRST, SECOND, and REVERSE.
4. If the pressure at tap (I) P1 or tap (J) P2 is either high or low, a check of the initial P1 or P2 pressure is
necessary.
a. Install a 0 to 150 psi (0 to 1030 kPa) pressure gauge in pressure taps (I) P1 and (J) P2.
b. Start the tractor engine and move the transmission selector lever to the REVERSE position.
PRESSURE CONTROL VALVE

47. Modulation relief valve (P2). 48. Load piston. 51. Modulation relief valve (P1). 52. Load piston. 61. Spacers for modulation
relief valve (47). 62. Spacers for modulation relief valve (51).
c. Stop the tractor engine and let all pressures go to 0 psi (0 kPa).
d. Start the tractor engine, with the transmission selector lever still in the REVERSE position, and run the
engine at 700 rpm.
e. The pressure at tap (I) P1 must be 75 ± 3 psi (520 ± 20 kPa). If the pressure at tap (I) P1 is not correct, add
or remove spacers (62). See SPACER CHART for the change in pressure per spacer.
f. The pressure at tap (J) P2 must be 60 ± 3 psi (415 ± 20 kPa). If the pressure at tap (J) P2 is not correct, add
or remove spacers (61). See SPACER CHART.
Test During Operation Of The Machine
During these tests, let only approved personnel on the machine. Keep
other personnel off the machine and in view of the operator. Tests to be
done in an open area. Install gauges first and then operate the machine.
1. Operation of transmission hold valve:
a. Start and run the engine.
b. Move the transmission selection lever, at the operator's console, to the THIRD speed position.
c. Run the engine at 2200 rpm.
d. Push the hold pedal down and decrease the speed of the tractor engine to 700 rpm.
e. The transmission must remain in THIRD speed.
f. Release the hold valve pedal.
g. The transmission must make the shift to SECOND speed.
2. Operation of safety and priority valve:
a. Move the transmission selection lever to the REVERSE position.
b. Start and run the engine at 700 rpm.
c. The pressure at tap (H) for pump must be 120 psi (830 kPa) minimum.
NOTE: To change pressure, add or remove spacers (59) for priority valve (5).
d. Move the transmission selection lever to the NEUTRAL position.
e. The pressure at tap (H) must now increase to normal. See TRANSMISSION PRESSURE AND
ADJUSTMENT CHART.
3. Check oil pump pressure:
a. Start and run the engine.
b. Operate the machine in each transmission range at high and low idle.
c. Make reference to the TRANSMISSION PRESSURE AND ADJUSTMENT CHART for the correct
pressures at tap (H).
4. Check converter outlet pressure:
a. Start and run the engine at 700 rpm.
b. Activate the brakes.
c. Put the bowl on the ground.
d. Move the transmission selection lever to the SECOND speed position.
e. Increase the speed of the tractor engine to high idle position.
f. Engine speed must be 1904 ± 65 rpm with the converter at stall condition. Pressure at tap (E) must be 35
to 45 psi (240 to 310 kPa).
NOTICE
Do not let the converter be at the stall condition for very long periods
of time or the converter will get hot.
Linkage Adjustment
1. Put the transmission selection lever, at the operator's console, in the 1st speed position. The detent must be
in the third notch of manual selection cam (63). This notch is the 1st speed notch and has a "1" on it.
2. Make adjustment to the link end of spool (11) so opposite end of the spool is even with the front face of
valve body (4). Tighten the nut to a torque of 25 ± 5 lb. ft. (35 ± 7 N·m).
3. Turn the horizontal selection shaft (60) in transmission until detent is in the sixth notch of hydraulic shift
cam (64). This notch is the 4th speed notch and has a "4" on it.
4. Make adjustment to the link end of spool (9) so opposite end of the spool is even with the front face of
valve body (4). Tighten the nut to a torque of 15 ± 3 lb. ft. (20 ± 4 N·m).
5. Turn the horizontal selection shaft (60) in transmission until detent is in the third notch of hydraulic shift
cam (64). This is the 1st speed notch and has a "1" on it.
6. Make adjustment to the link ends of spools (46) until the opposite ends are even with the front face of
valve body. Tighten the nuts to a torque of 25 ± 5 lb. ft. (35 ± 7 N·m).
NOTE: Steps 5 and 6 must be done when the hydraulic controls are installed.
COMPONENTS OF THE TRANSMISSION LINKAGE
4. Valve group for automatic selection of speed. 9. Hydraulic shift spool. 11. Manual selection spool. 39. Selection valve body. 46.
Selection spools (four). 63. Manual selection cam. 64. Hydraulic shift cam.
Adjustment Of Shift Points

The screws for shift adjustment are inside the transmission case behind plugs (65), (66), (67) and (68).
Screw (DD) behind plug (65) changes all downshift points and supply oil to the governor. One clockwise
turn of screw (DD) makes downshift points go DOWN approximately 20 engine rpm.
Screw (AA) behind plug (66) changes the 2nd to 3rd speed upshift point. Screw (CC) behind plug (67)
changes the 3rd to 4th, 5th to 6th and 7th to 8th speed upshift points. Screw (BB) behind plug (68) changes
the 4th to 5th and 6th to 7th speed upshift points. One clockwise turn of screws (AA), (BB) and (CC) make
the upshift points of that specific speed change (see SHIFT POINT CHART) go UP approximately 15
engine rpm.
REFERENCE PRESSURE LOCATION OF ADJUSTMENT SCREWS

65. Plug for access hole to screw (DD) (adjustment on pressure reducing valve for all downshift points). 66. Plug for access hole
to screw (AA) (adjustment of reference pressure of upshift point for 2nd to 3rd speed). 67. Plug for access hole to screw (CC)
(adjustment of reference pressure of upshift points for speeds 3rd to 4th, 5th to 6th and 7th to 8th). 68. Plug for access hole to
screw (BB) (adjustment of reference pressure of upshift points for speeds 4th to 5th and 6th to 7th).
1. Start the engine and let the transmission oil get to normal temperature of operation.
2. Put the transmission selector lever, at the operator's console, in 2nd speed position and run engine at 1500
rpm.
3. Check the supply oil to the governor at test location (D). Pressure must be approximately 96 psi (660
kPa).
4. If supply pressure for governor is not correct, turn adjustment screw (DD) to get correct pressure.
NOTE: Oil supply pressure for governor is changed when adjustment is made to downshift points.
LOCATION OF PRESSURE TAPS FOR THE GOVERNOR

A. Governor shift pressure (2nd through 4th speeds). B. Governor shift pressure (4th through 6th speeds). C. Governor shift
pressure (6th through 8th speeds). D. Supply pressure for governor.
5. Put the transmission selector lever in 3rd speed position and make the engine rpm go up to get a 2nd to
3rd speed upshift.
6. Put the transmission selector lever in 4th speed position and run engine at 1900 rpm.
7. Slowly make the engine rpm go up and turn screw (CC), as necessary, to get a 3rd to 4th speed upshift
when the engine is running at 2130 ± 30 rpm.
8. Slowly make the engine rpm go down and turn screw (DD), as necessary, to get a 4th to 3rd speed
downshift when the engine is running at 1495 ± 30 rpm.
9. Slowly make the engine rpm go down and turn screw (DD), as necessary, to get a 3rd to 2nd speed
downshift when the engine is running at 1300 ± 30 rpm.
NOTE: To make an adjustment of the 3rd to 2nd speed downshift, it may be necessary to also turn screw
(AA).
11. Slowly make the engine rpm go up and turn screw (BB), as necessary, to get a 4th to 5th speed upshift
12. Put the transmission selector lever in 5th speed position and run the engine until the transmission makes
the shifts to 5th speed.
13. Put the transmission selector lever in 6th speed position and run the engine at 1900 rpm.
14. Slowly make the engine rpm go up and turn screw (CC), as necessary, to get a 5th to 6th speed upshift
15. Put the transmission selector lever in 7th speed position and run the engine at 1900 rpm.
16. Slowly make the engine rpm go up and turn screw (BB), as necessary, to get a 6th to 7th speed upshift
18. Slowly make the engine rpm go up and turn screw (CC), as necessary, to get a 7th to 8th speed upshift
19. To make an adjustment of the downshift points:
a. Put the transmission selector lever in the position of the next lower speed.
b. Slowly make the engine rpm go down and turn screw (DD), as necessary, to get a downshift when the
engine is running at the rpm shown in SHIFT POINT CHART.
20. Make a check of all the upshift and downshift points and make sure all points are in tolerance. See
SHIFT POINT CHART.
21. If an adjustment cannot be made to the shift points or a shift point, make a check of the operation of the
governor as follows:
a. Install a 0 to 150 psi (0 to 1030 kPa) pressure gauge in each of pressure taps (A), (B) and (C).
b. Push the transmission hold pedal down.
c. Put the transmission selector lever in 3rd speed position. Run the engine at 2100 rpm.
d. Make a record of the pressure at tap (A). The pressure must be approximately 79 psi (550 kPa).
e. Put the transmission selector lever in 5th speed position. Run the engine at 2100 rpm.
f. Make a record of the pressure at tap (B). The difference between the pressure at tap (B) and the pressure at
tap (A) must not be more than .5 psi (3.5 kPa).
g. Put the transmission selector lever in 7th speed position. Run the engine at 2100 rpm.
h. Make a record of the pressure at tap (C). The difference between the pressure at tap (C) and the pressure
at tap (A) must not be more than .5 psi (3.5 kPa).
i. If the pressures of the governor are not correct, clean the old governor or install a new governor.
NOTE: If the governor is disassembled, the parts must be assembled exactly as they were removed.
Check Adjustment Of The Shift Points
When you make a check of the shift points, remove both drive axles and
disconnect the steering linkage.
1. Start and run the engine at low idle.
2. Put the transmission selector lever, at the operator's console, in 4th speed position. The transmission must
not make a shift to a speed higher than 2nd speed.
3. Increase the speed of the engine. Make a record of the shift from 3rd to 4th speeds.
4. Decrease the speed of the engine approximately 50 rpm. Move the transmission selector lever to 5th speed
position. Increase the engine speed. Make a record of the shift from 4th to 5th speeds.
5. Do the procedure as shown in Step 4 for each speed through 8th speed. Make a record of each shift point.
6. Make a comparison of the shift points found in Steps 4 and 5 with the shift points given in the SHIFT
POINT CHART.
7. Decrease the engine speed and make a record of the downshift points. Make a comparison of the
downshift points with the downshift points given in the SHIFT POINT CHART.
Adjustment Of Transmission Hold And Differential Lock Pedals

1. Loosen the locknuts and make an adjustment to bolts (1) until the pedals are parallel with the floor plates
without moving the valve plunger.
2. Tighten the locknut.
3. Make an adjustment to bolts (4) until dimension (A) is .75 in. (19.1 mm).
4. Push the pedals down fully.
5. If necessary, make an adjustment to bolts (4) to give a valve plunger movement of .16 ± .03 in. (4.1 ± 0.8
mm).
PEDALS FOR TRANSMISSION HOLD AND DIFFERENTIAL LOCK

1. Bolts. 2. Pedal for transmission hold. 3. Pedal for differential lock. 4. Bolts. A. .75 in. (19.1 mm) starting dimension.
Copyright 1993 - 2021 Caterpillar Inc. Tue Mar 16 15:31:54 PDT 2021
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Advanced Full Text Search - SENR7260 - 631D POWER SHIFT TRANSMISSION Page 1 of 20

Testing and Adjusting

Testing And Adjusting

Transmission Hydraulic Controls

When you make a complete test of the hydraulic controls and/or an

SCHEMATIC OF THE SEMIAUTOMATIC CONTROLS

1. Control group for shift pressure.

2. Downshift reduction valve.

4. Valve group for automatic selection of speed.

6. Hold valve piston.

8. Top cover and manifold.

9. Hydraulic shift spool.

10. Line from oil filter.

11. Manual selection spool.

14. Upshift reduction valve (2nd to 3rd speed upshift).

15. Air line from transmission hold pedal.

18. Governor cut-off valve.

20. Line from P2 in transmission hydraulic controls.

24. Slugs (six).

27. Oil line to valve group for pressure control.

D. Pressure tap for governor supply pressure.

AA. Adjustment screw for 2nd to 3rd upshift point.

DD. Adjustment screw for all downshift points.

TRANSMISSION CONTROLS IN FIRST SPEED

10. Line from oil filter to semiautomatic controls.

27. Line from semiautomatic controls.

28. Oil filter.

29. Transmission oil pump.

30. Scavenge oil pump.

31. Torque converter.

32. Retarder control valve.

33. Magnetic screen.

34. Oil reservoir in bevel gear case.

35. Oil reservoir in transmission case.

36. Retarder air valve.

38. Transmission oil cooler.

39. Selection valve body.

40. Line for transmission lubrication.

41. Valve group for pressure control.

42. Inlet relief valve for torque converter.

43. Check valve.

44. Reset valve for load piston.

45. Flow control valve.

46. Selection spools (four).

47. Modulation relief valve (P2).

48. Load piston.

49. Check valve.

50. Safety valve.

51. Modulation relief valve (P1).

52. Load piston.

E. Pressure tap for converter outlet.

F. Pressure tap for converter inlet.

G. Pressure tap for transmission lubrication.

H. Pressure tap for pump.

I. Pressure tap for relief valve (P1).

J. Pressure tap for relief valve (P2).

Installation Of The FT1106 Engine Speed Control Adapter

Before installation of the FT1106 Engine Speed Control Adapter,