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PB308: Inspection, Testing,

Preventive Maintenance, and


Special Operating Instructions
for Planetary Hoists

NOTE: This instruction manual replaces PB308 Rev. 8, Bulletin PA125A, Bulletin 523-2, and BRADEN
Part No. 25672.

Foreword......................................................1 Brake Test Procedure..................................7


Scope...........................................................1 Emergency Lowering Standpipe Group.......9
Record Retention.........................................2 Emergency Lowering Procedure................10
Periodic Inspections.....................................3 Personnel Handling....................................14
Oil Sampling and Analysis...........................6

FOREWORD

Read this entire manual and retain it for future The minimum service intervals specified are for op-
reference. erating hours of the prime mover.

PACCAR Winch encompasses BRADEN, CARCO, Model numbers and serial numbers of each hoist
and Gearmatic brands. For inquiries regarding your and winch are stamped into the housing. Refer to
PACCAR Winch hoist or this manual, contact PAC- the applicable PACCAR Winch service manual for
CAR Winch Technical Support at 918-251-8511, Mon- location. Always refer to the model number and
day through Friday, 8:00 a.m. to 4:30 p.m. (Central serial number when requesting information or ser-
Time); or e-mail winch.service@paccar.com. vice parts.

SCOPE

PACCAR Winch refers to a hoist as machinery used BRADEN and Gearmatic products discussed here.
to reel in cable to lift a load vertically. A winch pulls a For onshore applications, the inspection, testing,
load horizontally but the load is not lifted. preventive maintenance, and special operating
instructions are highly recommended.
The inspection, testing, preventive maintenance, and
special operating instructions detailed in this manual For the purposes of this manual, personnel handling
are required by PACCAR Winch for use of PACCAR includes any occurrence when a person is lifted
Winch hoists in offshore applications, including using a hoist.

LIT2739 PB308 R9
April 2018 ©2018 PACCAR Inc.
Printe­­­d in USA All rights reserved
1
! WARNING !
Read and understand these entire instructions BEFORE operating or servicing your PACCAR Winch hoist. Retain
these instructions for future reference. Failure to properly operate, maintain, and service a hoist may lead to loss of
load control resulting in property damage, serious injury, or death.

These instructions apply to the following planetary hoists:


PD5/ GH5/ BG6 – any design series CH150A, CH165A, CH175A, CH175B, CH185A
PD7/ BG8 – any design series, equal speed only CH210A, CH230A, CH230B, CH240A, CH280A
PD12 – any design series CH330A, CH400A, CH400B, CH500A, CH600A
PD15B – B design series only CH640A, CH22B – B design series only
PD17A, PD21A GH30/ GH30B – with external motor and brake
PD10-75B, PD10-77B, PD15-75B, PD15-77B  valve
CH10B, CH12.5B GH50 – with external motor and brake valve

The following hoists are NOT acceptable for personnel handling:


Gearmatic Model 6 Gearmatic Model 23 Gearmatic Model 35
Gearmatic Model 11 Gearmatic Model 25 Gearmatic Model 36
Gearmatic Model 14 Gearmatic Model 32 Gearmatic Model 44
Gearmatic Model 22 Gearmatic Model 34 Gearmatic Model 46

For Instructions on the following planetary hoists, refer to PACCAR Winch/BRADEN Service Bulletin
522 (Maintenance Instructions for Offshore Hoists):
PD10 (excluding PD10-75B and PD10-77B) CH10/ C2H10/ CH12.5
PD15 (excluding B series, PD15-77B, PD15-75B) CH16/ C2H16
PD20 CH22 (excluding B series)

The hoist owner should establish an inspection and preventive maintenance program considering the usage
category, hoist type, maintenance history, and manufacturer’s recommendations.

! WARNING !
Any time a hoist exhibits erratic operation and/or unusual noise, the hoist must be taken out of service until it is
inspected and serviced by a qualified technician. Continued operation of a hoist with a defect in a critical component
may lead to loss of load control, property damage, serious injury, or death.

RECORD RETENTION
A log of written, signed, and dated records of ALL PACCAR Winch strongly recommends the use
inspections, load tests, maintenance, repairs or of PACCAR Winch/BRADEN Authorized Service
modifications must be kept readily available in an Centers for maintenance, repair, and inspection
accessible location for a minimum of five years. of its products. Contact PACCAR Winch Technical
Support at 918-251-8511 for names of current
To provide customers with qualified outlets for hoist Authorized Service Centers.
service and repairs, PACCAR Winch has estab-
lished Authorized Service Centers. These Service Always refer to LIT2696 for the latest version of
Centers have factory-trained service technicians, up- service documentation before performing any
to-date service information, extensive parts invento- service or maintenance. PACCAR Winch tech-
ries, complete testing facilities, and are audited by nical publications are available for download at
PACCAR Winch on a regular basis for compliance. http://www.paccarwinchpubs.com.
2
PERIODIC INSPECTIONS

Inspection procedures for hoists are divided into four Infrequent Usage – Crane/hoist is used less than
general categories based upon their usage or duty 10 hours per month based on three-month average.
cycle, which in turn determines appropriate inter-
Moderate Usage – Crane/hoist used 10–50 hours
vals for inspections. The usage categories must be
per month based on a three-month average.
assigned by the crane user on a consistent crane-
by-crane basis. The four crane/hoist usage catego- Heavy Usage – Crane/hoist used 50–200 hours per
ries are as follows: month.
Idled – Crane/hoist has not been used for three Table 1 lists the levels of inspections required for
months. each type of usage category.

Table 1. Maintenance Schedule


USAGE PRE-USE MONTHLY QUARTERLY ANNUAL TEARDOWN
CATEGORY INSPECTION INSPECTION INSPECTION INSPECTION INSPECTION
Idled see Note 1 not applicable N/A see Note 2 Level 5
Not used for 3 (N/A) see Note 3
months or longer
Infrequent Level 1 N/A N/A Level 4 Level 5
Less than 10 QI / QO QI 5 years
hours per month
Moderate Level 1 N/A Level 2 Level 4 Level 5
10–50 hours QI / QO QI QI 5 years
per month
Heavy Level 1 Level 2 Level 3 Level 4 Level 5
50+ hours QI / QO QI / QO QI QI 3 years
per month

QI = Inspection performed by Qualified Inspector; QO = Inspection performed by Qualified Operator

NOTE 1: A crane/hoist that has been idled for 6 to 12 months requires a Level 2 inspection to be performed.

NOTE 2: A crane/hoist removed from service for more than 12 months should have an “out-of-service” sign placed
over its primary controls. Before the crane/hoist is placed back into service, a Level 4 Inspection should be
performed.

NOTE 3: If a hoist has an unknown history of repair and/or maintenance, it is required that the hoist undergo a Level
5 Inspection prior to being placed into service.

Definitions: Qualified Inspector — A person designated by the employer who by reason of appropriate experience and
training, has successfully completed classroom training on crane maintenance and troubleshooting; on hoist trouble-
shooting and overhaul; and on the structural aspects of offshore cranes, which gives a knowledge of structurally critical
components and critical inspection areas.

Qualified Operator — A person so designated by the employer who has appropriate offshore experience and training.
Such appropriate experience and training must comprise minimum amounts of classroom sessions and hands-on field
training, on cranes specific to the type of crane to be operated by the qualifying operator.

NOTE: It is not a requirement for a Qualified Inspector to also be a Qualified Crane Operator. However, a Qualified
Inspector is not a Qualified Crane Operator unless he or she has also completed requirements of a Qualified Crane
Operator, including the physical exam.

Source: Above definitions of QI/QO are from API RP 2D, Operation and Maintenance of Offshore Cranes.

3
PERIODIC INSPECTIONS

Level 1 Inspection – Pre-use: 1. Perform the Level 1 Inspection.


Must include but is not limited to the following inspec- 2. On hoists used for personnel handling, the internal
tions performed prior to placing the crane into service spring-applied brake must be tested in accor-
and then as necessary during extended operation. dance with the Brake Test Procedure section
This inspection must be performed by a qualified included in this manual.
crane inspector (QI) or qualified crane operator (QO).
3. Inspect for corrosion of fasteners, hoist base,
1. Check for external oil leaks and repair as neces- drum, etc. Repair or replace as required to main-
sary. This is extremely important due to the tain the structural integrity of the hoist.
accelerated wear that will result from insuffi-
cient lubricating oil in the hoist. For hoists with 4. The periodic brake test requirement can be sub-
a sight glass, ensure that sight glass is clear and stituted with a heavy-lift inspection program that
functional, then visually check oil level daily. For includes a brake test.
hoists without a sight glass, check oil level month-
ly if no external oil leaks are detected. Lubricant Level 3 Inspection – Oil Sample:
level must be maintained between the minimum Must include but is not limited to the following
and maximum levels, midway up sight glass or at inspections that must be performed by a qualified
bottom of level plug port as equipped. Use only crane inspector (QI).
the recommended type of lubricant. Refer to the
applicable hoist service manual and/or the latest 1. Perform Level 1 and Level 2 inspections.
PACCAR Winch/BRADEN Service Bulletin 503 2. Take a sample of the lubricant from the hoist gear
(Recommended Planetary Gear Oil). cavity (as described in the Oil Sampling section
2. Check the ratchet and pawl mechanism (if of this manual) and analyze it for wear metals
equipped) for proper operation and full, spring- content, correct viscosity, lubricant deterioration,
force engagement of the pawl with the ratchet moisture, and other contaminants. Refer to the
wheel. Adjust or repair as necessary. guidelines for iron contaminant level, also found
in the Oil Sampling section of this manual.
3. Check hydraulic fittings and hoses for chaffing,
deterioration, or corrosion; replace as necessary. 3. Look for obvious visual contamination.
4. Visually inspect for corroded, loose or missing NOTE: Oil analysis can neither detect nor warn
bolts, pins or other fasteners and replace or against a fatigue failure. Fatigue is the weakening of
tighten as necessary. a material caused by repeatedly applied loads. It is
the progressive and localized structural damage that
5. Visually inspect rotation indicator transmitters,
occurs when a material is subjected to cyclic loading.
anti-two-blocking switches and other safety equip-
ment. Repair as necessary.
Level 4 Inspection – Oil Change:
This inspection must be performed by a qualified
! WARNING ! crane inspector (QI). The annual inspection MUST
include, but not be limited to, the following:
Continued operation of a hoist with a defect in a
critical component may lead to loss of load con- 1. Perform the Level 1 Inspection, Level 2 Inspection,
trol, property damage, serious injury, or death. and Level 3 Inspection.
This warning applies to every level of inspection.
2. Change the lubricating oil in the hoist gear cav-
ity after an oil sample has been taken (see Oil
Level 2 Inspection – Brake Test: Sampling section of this manual). Refill the hoist
Must include but is not limited to the following to the proper level with recommended lubricant.
inspections that must be performed by a qualified Refer to the latest PACCAR Winch/BRADEN
crane inspector (QI) or qualified crane operator (QO). Service Bulletin 503.

4
PERIODIC INSPECTIONS

Level 5 Inspection: Any deficiencies, including but not limited to those


discussed here, shall be corrected immediately.
Teardown inspections of PACCAR Winch/BRADEN
hoists should be completed according to the usage
All of the following operations MUST be performed
schedule defined below. Magnetic Particle Inspection
BEFORE the hoist is placed back into service:
(MPI) of the internal ring gear and reduction gears
must be performed during Level 5 Inspections to 1. The rebuilt hoist MUST be line pull tested to the
aid in the detection of cracks in the ring gears due rated load of the hoist (hoist rating will vary with
to fatigue. The preferred inspection method is the motor, gear ratio, and drum options) with a dyna-
Fluorescent Wet Magnetic Particle Inspection using mometer or equivalent load-measuring device.
ultraviolet light consistent with ASTM E709. This test load shall be the maximum rating of
the hoist for the specific application (at the nor-
• Idled – Rebuild hoist after five years mal relief valve setting for the hoist) – NOT the
• Infrequent Usage – Perform Level 5 Inspection/ reduced rating used for personnel lifts.
MPI at least every five years
• Moderate Usage – Perform Level 5 Inspection/ 2. The hoist must be dynamically tested by rotating
MPI at least every five years the drum several times, in both the hoisting and
• Heavy Usage – Perform Level 5 Inspection/ MPI lowering directions, while under a load of at least
at least every three years 30% of the hoist lifting capacity. Check for smooth
operation during this procedure.
NOTE: Oil analysis alone can neither detect nor
warn against component fatigue failure. 3. The hoist internal friction brake shall be tested per
the procedures (as described in the Brake Test
A Level 5 Inspection includes the hoist being Procedure section of this manual).
completely disassembled, cleaned, inspected, and
repaired as required. Replacement of all worn, 4. After inspection or rebuild and testing, a new cer-
cracked, corroded, or distorted parts such as pins, tificate for personnel handling shall be issued by
bearings, shafts, gears, brake rotors, brake plates, the inspector/service technician, effective on the
drum, and base should occur as required. All seals date the hoist is placed back in service. A sample
and O-rings must be replaced at this time. certificate is shown below and shall include, at a
minimum, all of the information depicted here.
Replacement of internal components shall be ser-
viced at Authorized Service Centers unless an emer- Steps 1 through 4 are required for rebuilt units only.
gency situation requires a temporary fix until a Level
5 Inspection can be completed.

! WARNING !
Name of Service Company
Failure to use the proper type and viscosity of plan- Approved by PACCAR Winch for handling personnel
etary gear oil may contribute to intermittent brake if used and maintained in accordance with PACCAR Winch
clutch slippage which could result in property dam- recommendations for personnel-handling hoists
age, severe personal injury, or death. Some gear Hoist Model No.: _______________________________
lubricants contain large amounts of extreme-pres- Hoist Serial No.: _______________________________
sure (EP) and antifriction additives which may con- Date of Inspection: _______________________________
tribute to brake clutch slippage or damage to brake Work Order/Job No.:_______________________________
Inspector’s Name: _______________________________
friction discs or seals. Oil viscosity with regard to
ambient temperature is also critical to reliable brake For a copy of recommendations call or write: PACCAR Winch, 800
clutch operation. Our tests indicate that excessively E. Dallas St., Broken Arrow, OK, 74012, USA; 918-251-8511.
heavy or thick gear oil may contribute to intermittent
brake clutch slippage. Make certain that the gear oil
viscosity used in your hoist is correct for your prevail-
ing ambient temperature.
5
OIL SAMPLING AND ANALYSIS

Oil Change General guidelines for iron contaminant level:


The hoist gear oil must be changed at regu- 100–500 PPM Normal
lar intervals for maximum performance. Refer to 500–800 PPM Caution — Abnormal Sample.
the applicable hoist service manual or the lat- Change oil and retake sample
est PACCAR Winch/BRADEN Service Bulletin 503 after 50 hours of operation. If
(Recommended Planetary Gear Oil) for the recom- second sample is more than 500
mended lubricants. PPM, remove hoist from service
and perform Level 5 Inspection to
Gear Oil Sampling and Analysis determine source of contamina-
Proper gear oil sampling and analysis is a vital tion.
part of a comprehensive preventive maintenance 800+ PPM Unacceptable. Remove hoist
program. Information obtained from the oil analysis from service and perform Level 5
allows the maintenance technician to substitute pre- Inspection to determine source of
ventive maintenance for more costly unscheduled contamination.
down time or a far more dangerous failure. Early
detection of accelerated component wear allows the Iron contaminant levels will be on the high side of
scheduling of corrective maintenance. normal during break-in. ­­­

Prepare the hoist by cleaning the drain plug area


and drain extension tube to obtain an uncontami- Equally important as the level of contamination is
nated sample. Operate the hoist in both directions the change in level of contamination. An effective
for two minutes to thoroughly mix the gear oil then oil analysis program should provide the technician
take the sample from the midstream flow of the oil with a view of the progression of wear or a trend. If
to obtain an accurate representation of the oil condi- a sample shows a sudden increase in contaminant
tion. After taking the oil sample continue with the oil level, action should be taken to determine what has
change or refill the hoist gear cavity to the proper changed.
level with recommended lubricant.
NOTE: Oil analysis can neither detect nor warn
against a fatigue failure. Component fatigue is
addressed in Level 5 Inspection.

! WARNING !
Hot oil may cause personal injury and/or burns
to unprotected skin. Make certain the oil has
cooled to a safe temperature (typically less than
110°F or 43°C) before taking an oil sample,
changing oil, or servicing the hoist.

6
BRAKE TEST PROCEDURE

All PACCAR Winch planetary hoists have a spring- Hoists ordered for personnel-handling cranes will
applied, hydraulically released, multiple disc brake have a needle valve in the brake release line. They
inside the hoist housing. This brake holds a sus- will also have a tee in the brake release line between
pended load when the directional control valve is the needle valve and the brake release port on the
in neutral, or when hydraulic power is lost. A brake hoist. One branch of the tee is capped. With the
clutch assembly permits the power train and drum to valve closed and the cap removed from the tee, the
rotate in the hoisting direction to lift a load, while the brake is isolated from system pressure and vented
brake remains fully applied. A load cannot be low- to atmosphere. The brake cannot be released under
ered, however, without applying hydraulic pressure these conditions by actuating the directional control
to the release port and releasing the brake. valve.

BRAKE RELEASE PORT ON HOIST

NEEDLE VALVE

Relative location of needle valve


to other components and fittings
on the hoist motor and brake
BRAKE RELEASE PORT valve
ON BRAKE VALVE

LOWERING PORT
ON MOTOR

One purpose of the valve/tee combination is to pro- If the drum rotates, disassemble the hoist and exam-
vide a means to test the brake; the other is to provide ine the brake components for wear. In addition,
a means to lower a suspended load when hydraulic measure the brake springs for correct free length in
power is lost. hoists using helical compression springs.

Brake Test Procedure – Hoists Equipped with Replace any parts showing excessive wear and any
Needle Valve (for Brake Testing) spring whose length is shorter than the minimum
Test to be performed with no load on the hoist. shown in the applicable hoist service manual.
Remove the lockwire on the needle valve handle
Reassemble brake and hoist and repeat steps
and close the valve tightly.
above.
Remove the cap on the tee located in the brake
When testing is complete, be sure to reinstall the
release circuit.
plug or cap in the tee, fully open the needle valve,
and install lockwire to secure the valve in position.
With the hydraulic power unit running, move the
directional control valve handle slowly to the full
The procedure above utilizes the hoist hydraulic
open, lowering position.
motor to test the brake’s ability to resist approxi-
mately 115% of the rated hoist load.
Increase the engine speed, if necessary, to bring
system pressure up to the relief valve setting. The
hoist drum should remain stationary.
7
Brake Test Procedure — Standard Hoists
not Equipped with Needle Valve ! WARNING !
Test to be performed with no load on the hoist.
Hoist must be securely bolted to mounting
Remove and cap or plug the brake release line from before conducting test because the gear train
fitting in the hoist brake release port. torque is transmitted to the auxiliary brake.
Failure to securely bolt the hoist to the mounting
With the hydraulic power unit running, move the
before conducting the Auxiliary Brake Test may
directional control valve handle slowly to the full
result in property damage, personnel injury, or
open, lowering position.
death.
Increase the engine speed, if necessary, to bring
system pressure up to the relief valve setting. The B. Auxiliary Brake Test
hoist drum should remain stationary.
NOTE: Brake test to be performed with no load on
If the hoist drum rotates, disassemble the hoist and
the hoist. The weight of the wire rope, hook block
examine the brake components for wear. In addition,
and overhaul ball, or hook weights is acceptable.
measure the brake springs for the correct free length
in those hoists using helical compression springs.
1. If the hoist has an isolation valve in the auxiliary
Replace any parts showing excessive wear and any brake release line, close the valve to isolate the
spring whose free length is shorter than the mini- auxiliary brake and go to Step 3 of this procedure.
mum shown in the applicable hoist service manual. If there is no isolation valve in the auxiliary brake
release line, continue to Step 2 of this procedure.
Reassemble the brake and hoist and repeat the
steps above. 2. Remove the hose that runs from the pressure
reducing block to the auxiliary brake at the fitting
When testing is complete, reattach the brake release
on the auxiliary brake reducing valve block. Cap
line to the brake release port fitting.
the fitting on the reducing valve block and leave
The procedure above utilizes the hoist hydraulic the brake release hose connected to the auxiliary
motor to test the brake’s ability to resist approxi- brake housing and vented to atmosphere.
mately 115% of the rated hoist load.
3. With the hydraulic power unit (HPU) running,
move the directional control valve handle slowly
Brake Test Procedure — Hoists with Auxiliary to the full open, hoisting position.
Brake
4. Increase the engine speed, if necessary, to bring
! CAUTION ! the system pressure up to the relief valve setting.
The hoist drum should remain stationary.

If the hoist is equipped with a ratchet and pawl 5. This procedure utilizes the hoist hydraulic motor
mechanism, the pawl lever MUST be disen- to test the brake’s ability to resist at least 100% of
gaged from the ratchet wheel by disconnecting the hoist rated capacity.
the cylinder and rotating the pawl lever CLEAR
of the drum and ratchet wheel. The procedure 6. When the brake test is completed, reinstall the
may not test the brake if the pawl lever is hose at the auxiliary brake reducing valve fitting
engaged on the hoist drum. and test for leaks.

If the drum rotates or slips during the test, disas-


On hoists with auxiliary brakes, both the standard
semble the hoist and carefully examine all compo-
parking brake and the auxiliary brake must be tested.
nents of the auxiliary brake for wear and damage.
See the applicable hoist service manual and replace
A. Main Brake Test – conduct test for the standard
any defective parts. Retest the hoist before placing
(nonauxiliary brake) hoist as described in the sec-
back in service.
tion above. The auxiliary brake will release when
the joystick is moved to the lowering position, so
only the main static brake will be holding the hoist
drum.
8
EMERGENCY LOWERING STANDPIPE GROUP

Emergency Lowering Standpipe Group


Part Number 65359
ITEM DESCRIPTION PART NO. QTY.
9 NO.
1 Elbow, 90 degrees 100180 2
-16/-16
2 Tube 111945 1
3 Adapter 111948 2
4 Adapter 111949 1
5 Adapter 100788 1
6 Oil reservoir 111851 1
7 Elbow, 90 degrees -4/-4 106519 2
8 Oil level tube 111852 1
9* Hose clamp 104706 2
* Add hose clamp (No. 9) in this area.

The standpipe is simply a length of pipe (approximately


12 inches (305 mm) long) attached to a 90-degree
elbow. The other end of the elbow is attached to the
lowering motor port or manifold. The standpipe is
installed with the long, open end pointing up in a verti-
cal position to serve as a small reservoir. While the
load is being lowered, hydraulic oil MUST be added to
the standpipe as necessary to prevent the motor from
running dry.

9
EMERGENCY LOWERING PROCEDURE — HOISTS WITH GEAR MOTORS

­ he following procedure releases the multiple disc


T 4. Fill the standpipe with hydraulic oil, making cer-
brake while leaving the brake valve closed. Because tain that oil is not leaking from the brake valve
gear-type hydraulic motors are not zero-leakage plug. If oil is running out of the brake valve plug,
devices, internal motor leakage permits the load to stop the emergency lowering procedure and
slowly rotate the motor although its outlet is blocked repair the leak.
by the closed brake valve. This procedure will NOT
work if there is little or no oil in the motor. Using prop- 5. Connect a hand pump to the open port in the tee.
erly rated pipe and fittings, the standpipe described
on previous page of this manual must be used.
! WARNING !
! CAUTION ! Do not touch the motor, brake valve, or stand-
pipe while lowering a load. They may become
This procedure is for use specifically on hoists hot enough to cause burns.
equipped with gear-type hydraulic motors. For hoists
equipped with other hydraulic motors (piston, vane, 6. Slowly operate the hand pump up to no more
etc.), contact PACCAR Winch Technical Support than 1,000 PSI (68.9 bar). A suspended load
(918-251-8511) for assistance BEFORE attempting will come down slowly when the static brake is
this procedure.
released. Releasing the pressure on the hand
pump will cause the load to stop. If a chattering
1. Remove the lockwire on the needle valve handle noise is heard while the load is coming down,
and close the valve tightly. pump the hand pump to a slightly higher pres-
sure until the noise stops. Do not exceed 1,500
2. Remove cap on brake cylinder tee. PSI (103.4 bar) to the brake release port.

7. After completion of an Emergency Load Lowering


! WARNING ! procedure, the hoist MUST be removed from
service to inspect all brake components and
hydraulic motor(s) for signs of heat and wear.
The standpipe referred to in Step 3 below must
Replace all worn parts as described in the appli-
be used. Attempting this procedure with no oil in
cable PACCAR Winch service manual.
the motor will cause the load to free-fall, which
could result in property damage, personal injury,
­8. If this procedure was performed due to a mal-
or death.
function of the hoist, remove the hoist from ser-
vice and perform a complete Level 5 Inspection
to correct the cause of the malfunction before
! WARNING ! returning the hoist to service.

Attempting this procedure with the brake valve


stuck in the open position will cause the load to ! WARNING !
free-fall, which could result in property damage,
personal injury, or death. Install a plug in the Performing this procedure will create heat and
hoisting port of the brake valve. may cause accelerated wear of hoist brake
system and hydraulic components. Inspection
3. Remove both main hoses from the motor. Attach and replacement of damaged brake assembly,
a standpipe to the lowering motor port (opposite hydraulic motor or brake valve components is
side of the motor from the brake valve). Install a critical to the safe operation of the hoist braking
plug into the hoisting port in the brake valve. system. Failure to replace damaged compo-
nents may result in loss of load control, property
damage, personal injury, or death.

10
EMERGENCY LOWERING — HOISTS WITH DUAL INPUT GEAR MOTORS

On hoists with two motors, each motor has a sepa-


rate mechanical brake that must be released to
lower a load using the emergency lowering proce-
! WARNING !
dure. The following procedure releases the multiple
disc brakes while leaving the brake valves closed. The standpipe referred to in Step 4 on following
Because gear-type motors are not zero-leakage page must be used. Attempting this procedure
devices, internal motor leakage permits the load to with no oil in the motor will cause the load to
slowly rotate the motor although its outlet is blocked free-fall, which could result in property damage,
by the closed brake valve. This procedure will NOT personal injury, or death.
work if there is little or no oil in the motor. Install the
standpipe described on the following page onto the
motor lowering ports.
! WARNING !
! CAUTION !
Attempting this procedure with the brake valve
This procedure is for use specifically on hoists stuck in the open position will cause the load to
equipped with gear-type hydraulic motors. For hoists free-fall, which could result in property damage,
equipped with other hydraulic motors (piston, vane, personal injury, or death. Install a plug in the
etc.), contact PACCAR Winch Technical Support hoisting port of the brake valve.
(918-251-8511) for assistance BEFORE attempting
this procedure.

HOSE ADDED

PORT-A-POWER
CONNECTION

BRAKE #1 BRAKE #2

MOTOR #1 MOTOR #2
LOWERING LOWERING
PRESSURE PRESSURE

BRAKE #1
API VALVE

BRAKE #2
API VALVE

11
EMERGENCY LOWERING — HOISTS WITH DUAL INPUT GEAR MOTORS

The standpipe (in Step 4 below) is simply a length pump will apply the brakes and stop the load. If a
of pipe (approximately 12 inches (305 mm) long) chattering noise is heard while the load is coming
attached to a 90° elbow. The other end of the elbow down, pump the hand pump to a slightly higher
is attached to the lowering motor port or manifold. pressure until the noise stops. Do not exceed
The standpipe is installed with the long, open end 1,500 PSI (103.4 bar) to the brake release port.
pointing up in a vertical position to serve as a small
reservoir. While the load is being lowered, hydraulic 7. After completion of an Emergency Load Lowering
oil MUST be added to the standpipe as necessary to procedure, the hoist MUST be removed from ser-
prevent the motor from running dry. See standpipe vice to inspect all brake components and hydrau-
illustration in this manual. lic motor(s) for signs of heat and wear. Replace
all worn parts as described in the applicable
1. Remove the lockwire and close the API needle PACCAR Winch service manual.
valves in the lines to each brake. Remove the
caps from the tee fittings at each brake release
port. ! WARNING !
2. Connect a hose with the proper fittings (typically Performing this procedure will create heat and
–4 JIC flared fittings) between the two tee fittings may cause accelerated wear of hoist brake
on the brake release ports where the caps were system and hydraulic components. Inspection
removed. and replacement of damaged brake assembly,
hydraulic motor, or brake valve components is
3. On one of the brakes, disconnect the hose from critical to the safe operation of the hoist braking
the API needle valve to the brake at the brake tee system. Failure to replace damaged compo-
fitting, and connect a hydraulic hand pump to this nents may result in loss of load control, property
tee fitting. damage, personal injury, or death.

4. Install a standpipe on the lowering port of both 8. If this procedure was performed due to a malfunc-
motors and install a plug in the hoisting port in the tion of the hoist, remove the hoist from service
brake valves. and perform a complete Level 5 Inspection to cor-
rect the cause of the malfunction before returning
5. Fill each standpipe with hydraulic oil, making the hoist to service.
certain that oil is not leaking out of the brake
valve plug. If oil is leaking out of the brake valve
plug, stop the emergency lowering procedure and Emergency Lowering Procedure — Hoists with
repair the leak. Dual Brake Valves on a Single Motor

On PACCAR Winch hoists with dual inputs and dual


! WARNING ! brake valves on a single motor, the two hoist ports
share common porting and the two lowering ports
Do not touch the motor, brake valve, or stand- share common porting. Therefore, the standpipe on
pipe while lowering a load. They may become the lowering side of the motor can be connected to
hot enough to cause burns. just one flange so long as the hydraulic makeup oil
is prevented from draining through the other flange.
6. Slowly operate the hand pump up to no more
than 1,000 PSI (68.9 bar). A suspended load will Connect the standpipe and follow the standard pro-
slowly come down when the static brakes are cedure explained in Emergency Lowering Procedure
released. Releasing the pressure on the hand – Hoists with Gear Motors section of this manual.

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EMERGENCY LOWERING PROCEDURE — AUXILIARY BRAKE HOISTS

Equipment required for this procedure includes the 1. Remove the pilot hose from the release port of
following: the auxiliary brake housing.

• Two hand pumps are required for this procedure: 2. Install the hydraulic hand pump to the release
One pump equipped with adapters for the main port of the auxiliary brake housing.
brake, the other equipped with adapters for the
auxiliary brake. 3. Slowly apply pressure to the auxiliary brake while
watching the hoist drum to ensure there is no
• A standpipe will be installed on lowering port of the drum movement. Stop the emergency lowering
hoist as described in Step 3 on preceding page. procedure if there is any movement of the hoist
drum. After verifying no drum movement, apply
• Hand tools to tighten standpipe and hoses 800 PSI (55.2 bar) to the auxiliary brake release
port and operate the hand pump as needed to
• Approximately 10 gallons of oil that can be poured maintain pressure and keep the auxiliary brake
into the standpipe and used for makeup oil in the released.
hand pumps
Refer to the Emergency Lowering Procedure section
• Drain pans and absorbent material to contain any of this manual. After the auxiliary brake is released
spilled oil with the hand pump, the standard procedure applies.

It is recommended to place an emergency load


! WARNING ! lowering kit close to the hoist. Kit should be easily
accessible and should include a printed copy of the
Do not exceed 800 PSI (55.2 bar) in the auxiliary emergency lowering procedure.
brake when using the hand pump. Overpressure
of the auxiliary brake may cause property dam-
age, personal injury, or death.

13
PERSONNEL HANDLING

PACCAR Winch recognizes that most hoists and • The operator and signal person shall conduct
cranes are designed and intended for handling a test lift, without personnel on the personnel
materials and not personnel. The hoist or crane platform, to verify adequacy of the crane footing
is to be used to handle personnel only if it can or support. The crane outriggers, if so equipped,
be shown there is no less-hazardous way of must be fully extended and properly set.
performing the job. In these situations, all safety
• Cranes shall not travel (move locations) while
precautions must be strictly adhered to. PACCAR
personnel are on the personnel platform.
Winch recommends adherence to the latest revision
of API 2C (RP 2D) and/or ANSI/ASME standard • The platform must be landed or tied off, and all
B30.5 and/or OSHA and/or other applicable stan- brakes set before personnel enter or exit.
dards for your application. It is important that you
obtain a copy of all applicable safety standards, and
that you read and understand them prior to using the For questions, concerns, or conflicts regarding safe-
hoist. In addition to, or in conjunction with, the ty standards, contact PACCAR Winch Technical
applicable standards, PACCAR Winch requires Support at 918-251-8511, Monday through Friday,
the following: 8:00 a.m. to 4:30 p.m. (Central Time); or e-mail
winch.service@paccar.com.
• The hoist must be maintained in accordance with
the recommendations in this manual and the ser-
vice procedures in the Installation, Maintenance, Additional information is available from the following
and Service Manual for your specific hoist. organizations:
• When handling personnel, the allowable line pull • “Hoisting Personnel Field Guide,” Crane Institute
will be limited to 50% of the hoist rated line pull of America Inc., 3880 St. Johns Parkway,
for the respective layer of wire rope on the drum. Sanford, FL 32771 USA; 800-832-2726;
www.craneinstitute.org
• Personnel are permitted to ride in an approved
personnel platform only as described in API, • OSHA Standard 29 CFR 1926.550 – Cranes,
OSHA, or ANSI/ASME standards. Derricks, Hoists, Elevators, and Conveyors,
Occupational Safety and Health Administration
• The crane must be in good working order and (OSHA), 200 Constitution Ave. NW, Washington
equipped with all required safety equipment, D.C. 20210 USA; 800-321-6742; www.osha.gov
including an anti two-blocking device or warn-
ing signal, a boom angle, and length indicator. • ANSI/ASME Standard B30.5, American National
Two-blocking occurs when the load block or hook Standards Institute (ANSI), 25 W. 43rd St., 4th
assembly comes in contact with the upper block floor, New York, NY 10036 USA; 212-642-4900;
or point sheave assembly and often results in www.ansi.org
damage to wire rope, rigging, crane, and/or hoist. • API Specification 2C and RP 2D, American
• Personnel being lifted or supported shall wear Petroleum Institute (API), 1220 L Street, NW,
safety belts with lanyards attached to desig- Washington, D.C. 20005 USA; 202-682-8000;
nated points unless lifting over water. If lifting www.api.org
over water, provide approved personal flotation • American Bureau of Shipping (ABS), 16855
devices (PFD). Northchase Drive, Houston, TX 77060; 281-877-
6000; https://ww2.eagle.org
• The lift shall be made under controlled conditions
and under the direction of an appointed qualified
signal person.

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LIT2739 PB308 R9
April 2018 ©2018 PACCAR Inc.
Printe­­­d in USA All rights reserved
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