IH Tractor PTO Unit Repair Information

Posted by Joe Schmitt on 31st May 2017

This information pertains to the PTO unit of IH tractor models 706-1586. The PTO unit on these tractors is a self contained assembly bolted to the rear frame of the tractor. The power is transferred to the unit by a constant running shaft driven by the clutch pressure plate. The constant running shaft powers a hydraulic pump driven by the input shaft of the PTO unit. ( this pump is self contained in the unit and only supplies pressure to the pto unit)The hydraulic pump supplies oil pressure to a control valve inside the PTO unit housing. When this valve is activated , it directs oil pressure from the pump to a hydraulic piston that when pressurized engages a clutch pac which drives the out put shaft.This unit can be removed from the rear frame of the tractor for repair. The complete unit needs to be removed,it cannot be disassembled on the tractor. Removal requires draining the transmission/rear housing oil. Removing the 3PT hitch upper link bracket/cover allows access to aid in shaft alignment.The unit can be pulled back enough to disengage the drive shaft ,care should be taken to not damage the oil sump tube which angles down towards the bottom of the rear frame housing. The complete unit can be removed from the tractor for repair. Using 2 of the long bolts that held the unit in the tractor ,screw them into the 2 top rear threaded bolt holes( they will be sticking out the back while unit is still in the tractor) . They will act as legs to stand the removed unit on them and the 540 output shaft. The input shaft will be pointed straight up.

Now it will be easier to repair the unit. JLS

This repair info pertains to the removed PTO unit. Use this info to replace shafts ,brakes or clutches within the unit. Start by removing the 4 3/8" bolts that attach the pump housing to the unit. The pump housing is bell shaped 7 1/2" in diameter. You may need to jar it loose with a soft faced hammer. Set unit aside ,usually no further dis assembly is necessary for the pump.

The large snap ring holding the clutch PACK can now be removed along with the clutch PACK. If the clutch PACK is the only parts being replaced no further dis assembly is required.

 To continue diss asembly ,the large spring in the center of the clutch carrier needs to be compressed enough to remove the snap ring. This may be done in a press or by making a simple tool or you can purchase the tool in my store in the "IH tools"

category  . Be careful removing this spring , it should expand to at least 5" in length if it is to be used again.

 With spring removed ,remove snap ring above clutch piston.This snap ring is a stop for the clutch piston so it cannot over stroke if the clutch PAC becomes too worn. Note: this snap ring is not used on some models.Thread in 2 1/4" X 4"+or- bolts into the threaded holes in the top of the clutch piston. By use of the 2 bolts as handles pull up with a twisting action to remove the piston. Inspect the outer lip seal and inner Oring seal on the piston for wear, nicks or heat damage.These seals should be replaced and are included in the seal and gasket sets I use and sell.

With piston removed the next step is to compress the brake piston springs that are pushing the clutch carrier up against the snap ring inside the carrier. You can either use a press again or the same tool that was made or bought earlier. Basically you need to push the carrier drum down enough to remove the snap ring.

With the snap ring removed ,the clutch carrier drum can be pulled up off the splines of the 1000 rpm shaft. The 2 Teflon seal rings on the drum can be replaced at this time. If they look good( no sign of wear ,nicks or cuts) I leave the old ones in place.Installing new ones is a procedure in itself.The new ones need to be warmed up in hot water ,stretched, installed and re compressed.

 With the drum removed ,the remaining 2 bolts holding the rear cover to the valve housing of the unit can now be removed. The spring pressure of the 3 brake piston springs will push the cover away from the unit valve body as you loosen the 2 remaining bolts. There are 2 dowel pins that may hang up the separation process. Lift off the valve body . Inspect the 3 brake pistons. There should be at least 3/32" of brake pad material remaining on the end of the pistons ,if not they should be replaced. At this point the the idler gear and it`s 2 thrust washers can be removed and set aside. Now removal of either of the 2 shafts ,bearings and seals will be self evident. Just do not damage the outer brass washer next to the 540 seal.

Check the valve body for wear in the large bore where the teflon seal rings on the clutch carrier drum rode. If it is grooved I have reman valve bodies in my store.

Any questions or comments? Email. I will go through the assembly procedure in another post. JLS

Assembly of 2spd PTO unit

 Install seals. 1000 rpm shaft seal installs from rear or outside. 540 shaft seal installs from inside with brass washer first facing rear or outside of unit. This is only for protecting the seal. Usually the bearings do not need to be replaced. If new shafts are installed the bearings will need to be transferred to the new shafts. Install both shafts and bearings with snap rings. Install gear and spacer on 540 shaft. Install idler shaft with one thrust washer facing up towards idler gear. Install Idler gear.

Install the 3 brake pistons in the valve housing with new orings. The 3 springs will some times half thread or kind of bind onto the brake pistons. If they don't then set the springs on there pads on the rear cover that you should have facing up at this point. Lay a new gasket on the up side of the rear cover. Replace the thin Oring on the 1000 rpm shaft . Using a tacky grease stick the back side of the second thrust washer for the idler gear to the valve body ,centered over the idler shaft bore with the notch indexed.  Now carefully set the valve body down over the 1000 rpm shaft making sure the brake pistons are entering the inside of the 3 springs and also align the 540 shaft and the idler shaft with there respective bores and bearing.  At this point the two housings should be close enough together to start the two short cap screws. Slowly draw the bolts in alternating between them. If you feel some resistance it may be the dowel pins. If it does not seem like it 's the dowel pins it could be the greased thrust washer fell off and you are crushing the index tab. If you use a good tacky grease and work the washer around it is unlikely that this will happen.

 At this point the two halves should be bolted together and the shafts should turn freely and the 3 brake piston pads should be facing up. The clutch carrier drum can now be installed. If the teflon seal rings need to be replaced here is the procedure: Cut or pry the old ones off of the drum. Warm up the new ones in hot water and gently stretch them out just enough to fit over the drum. Using a radiator hose clamp and a thin piece of plastic or cardboard( to protect the new seal from the screw part of the hose clamp) slowly draw the clamp tight around the seal ring making sure it is fitting into the ring groove on the drum. You will need to tighten the clamp as tight as the clamp will allow. You will have to do this for both rings. The clamps will need to stay on for at least 1hr. to allow the rings to contract. 

   Install the drum being careful to not cut the teflon seals as they enter the valve body. Once they are down inside the drum base should be against the brake piston pads. Using the PTO tool push the drum down enough to install the snap ring inside the drum. Remove the tool.

 Replace the lip seal on the outer diameter of the clutch piston and replace the Oring on the inside. Grease the inside of the drum especially at the lip surface and the 1000 rpm shaft. ( the lip seal has to jump over sharp lip in the drum ) if it is real sharp you may need to sand the sharpness off of the lip with emery cloth. 

 Using the 2 1/4" bolts as handles work the piston down with a twisting action into the drum. Remove the 2 1/4" bolts and install the snap ring on the shaft. This snap ring may not have been used on your unit and is only for stopping the piston from over stroking due to very worn clutch discs.

 Install the large coil spring using the PTO tool to compress it enough to install the C type snap ring.

 Install the clutch discs. The original configuration starts out with 2 steel plates the 1 fiber etc... and ends with 2 steel plates. The heavy duty version starts with 2 steel plates ,then a fiber then 1 steel,fiber, steel etc... and ends with 1 steel.  Install the large ring and the large snap ring. The discs should be loose. 

 Using a new gasket or small oring (which ever style your unit has) in the pump housing groove for the gasket style or oring in the pump housing work the pump assembly down through the clutch discs with a turning and jiggling action.When the pump housing is completely down and through ALL the clutch discs line up the bolt holes and make sure the idler shaft flat surface is alined with the pump housing. With the 4  3/8" bolts started but not drawn down turn the pump input shaft. It should turn but with some drag of the clutch discs. If you cannot turn it by hand it may be that you have one too many plates in the clutch pack or the pump is not through all the discs.  Tighten the 4 bolts.

Remove the pump suction tube and clean the screen. Install a new seal on the tube. Install the tube making sure it is pushed into the housing all the way. If the tube is loose with the clamp tight; weld or braze the tube to the clamp making certain the tube is positioned down.    

The control valve spool is service by removing the adjusting nut/block from the spool. Some blocks will have a jam nut securing them and others may have a set screw through the block.  If the unit was working satisfactorily before removal; count the number of turns or threads until the block come off. ( this will allow keeping the same pressure setting). There is a small hole through the valve spool just below the threads use a allen wrench in this hole to hold the spool from turning. Remove the jam nut if there is one and any spacers. Remove the large plug directly below (if unit was mounted in the tractor) the valve spool. Push the spool top (threaded end) in or down until the bottom of the spool can be pulled out through the plug hole.  The only service the valve spool needs is to check the Judas pin (because it will betray you) that holds the 2 halves of the spool together. It will break or sometimes will still be in place but be broken. NOTE: If the unit suddenly stops or will not start after it was shut off and had been working perfectly, it could be that this pin broke. 

  The nut at the top of the unit can be unscrewed and a new seal pressed into the nut. The valve spool goes through this seal.  The springs ,spacers and washers under this nut do not need to be service but must remain in there respective order. Re assemble the spool ,plug, nut with new seal and finally thread the adjusting block back on the same number of turns that it took to remove it. Jam it with the jam nut or set screw.

  NOTE: If the adjusting nut was loose on the valve spool you will need to set the working pressure.

To do this; you will need a 3/8"oring boss type fitting that fits into the pressure test port on the left side( when viewing from rear) of the unit( 1/2" hex head plug at a angle). You will need to adapt a 400psi gauge to this port.

With unit installed in tractor with valve spool (up) engaged and engine running at PTO rpms. adjust pressure to 240psi for 706- 986 (tractors without Turbo)

280psi for 1206-1586 (tractors with Turbo)

Adjust pressure by turning valve stem with allen wrench in hole through spool. Screw stem up into block for more pressure and thread it down or out of block for less pressure. Do not exceed 300psi or damage to clutch pack will result. Jam nut or set screw. Stop engine. Remove gauge and install plug.

Note:  This information is not meant to replace the use of a service manual.