Generic Checklist - PTO-Driven Generator

Table of Contents

  1. Connecting Procedure
  2. Start-Up Procedure
  3. Exercising the PTO-Driven Generator
  4. Maintenance Schedule - PTO-Driven Generator
  5. Generator Exercising Log Sheet

Connecting Procedure

  • Check for downed lines
  • Check with utility on expected length of outage
  • Ensure all connections to outside power sources are disconnected
  • Use proper connection cable
  • Use proper grounding cable
  • Use only approved connectors and receptacles
  • Ensure proper alignment of PTO shaft
  • Set tractor brakes before operating generator
    • Caution: Always locate and operate your generator in accordance with the manufacturer's instructions as outlined in the operator's manual.
  • For continuous operation, run at no more than 80% capacity
  • Keep tractor fully fuelled at all times
    • Warning: Consult the generator manufacturer's instructions as found in the owner's manual before refueling your generator.
  • After shut down, store PTO shaft with generator

Start-Up Procedure

  • Check all fluid levels
  • Connect tractor to generator
  • Connect power cable
  • Start tractor and adjust PTO speed to proper RPM (either 540 or 1000)
  • Place transfer switch in emergency position
  • Add loads
  • Adjust tractor speed to maintain 60 Hertz
  • Monitor voltage and frequency
  • After utility power is restored, return transfer switch to normal
  • Allow 5 minutes for generator cool down
  • Disengage PTO lever
  • Remove connector power cable

Exercising the PTO-Driven Generator

  • Exercise the PTO generator every 90 days
  • Check all fluid levels
  • Following start-up procedure, start and run engine for 5 minutes with no load
  • Operate the generator under at least 50% load for 30 minutes
  • Check for any abnormalities and remedy as necessary
  • Remove load and run at rated speed and no load for a 5 minute cool down period
  • Record results in log

Sketch of a PTO generator on a trailer with a minimum axle length of 45".

Ensure PTO generator is sized to prevent tip over. (Refer to your Owner's Manual for detail)


Maintenance Schedule - PTO Driven Generator Data and Maintenance Performed

  1. PTO Gearbox Oil

Component
(as applicable)
Procedure Frequency Data & Maintenance Performed
Check Change
/Clean
Test
a Check X     E  
b Change   R   S or N = 250  

E = every use; M = monthly; Q = Quarterly; S = semi annually; A = annually; Numbers = hours of operation; R = replace if necessary

  1. PTO

Component
(as applicable)
Procedure Frequency Data & Maintenance Performed
Check Change
/Clean
Test
a Shaft Lubrication   X   E  
b Shields in place/working X     E  

E = every use; M = monthly; Q = Quarterly; S = semi annually; A = annually; Numbers = hours of operation; R = replace if necessary

  1. Generator

Component
(as applicable)
Procedure
Frequency
Data & Maintenance Performed
Check Change
/Clean
Test
a Loose/Broken Wires X
 
  Q  
b Brush length, contact X X   S  
c Commutator, slip rings X X   A  
d Rotor and stator X X   A  
e Bearings X R   A  
f Bearing Grease X R   A  
g Exciter X X   A  
h Voltage regulator X     Q  
i Resistance of windings      X A  
j General condition of unit X      Q  
k Clean Control Panel
   
X     Q  
l Vacuum Dirt
   
X    Q  
m Cords and Plugs in
    good condition
X      E  

E = every use; M = monthly; Q = Quarterly; S = semi annually; A = annually; Numbers = hours of operation; R = replace if necessary

  1. Custom Maintenance (itemize below)

Component
(as applicable)
Procedure
Frequency
Data & Maintenance Performed
Check
Change
/Clean
Test
     
 
   
     
 
   
           
           


E = every use; M = monthly; Q = Quarterly; S = semi annually; A = annually; Numbers = hours of operation; R = replace if necessary


Generator Exercising Log Sheet

Date: ________________________________________________________

Time: ________________________________________________________

Operator's Initials: ______________________________________________

Hour Meter Reading: ____________________________________________

Test Duration (min.): ____________________________________________

Voltage (240 V +/-10): __________________________________________

Amperage: ____________________________________________________

Frequency (60 Hz +/-2): _________________________________________

Oil Pressure (40-60 psi): _________________________________________

Repairs/Service Needed Performed: ________________________________


Note: Logged details and sheets to be filed and stored for future reference and possible insurance requirements.


Sample Generator Exercising Log Sheet

Date: 01/01/00

Time: 12:01

Operator's Initials: KB

Hour Meter Reading: 310

Test Duration (min.): 37

Voltage (240 V +/-10): 238

Amperage: 40

Frequency (60 Hz +/-2): 60

Oil Pressure (40-60 psi): 50

Repairs/Service Needed Performed: Oil Change, Lube and Filter


 


For more information:
Toll Free: 1-877-424-1300
E-mail: ag.info.omafra@ontario.ca
Author: OMAFRA Staff
Creation Date: 25 September 2003
Last Reviewed: 05 October 2015