Power take-off

Various power transmission methods were available before power takeoffs became common, but there were applications left wanting for some of the attributes that PTOs would provide. Flat belts generally lent themselves only to applications where the engine was stationary, such as factory steam engines, portable stationary engines, or traction engines parked in front of the work. For moving vehicles such as a traction engine or early tractor towing a farm implement, the implement could receive rotary power by taking it from one of its own wheels (whose turning was imparted by the towing) and distributing it via roller chains (to a sickle bar's crank, for example), but such a transmission ceases if the vehicle stops traveling; and the workload's resistance tends to make the wheel skid rather than turn, even if cleated. The concept of a shaft drive with easily connected and disconnected couplings, and flexibility for driving at changing angles (such as when an articulated tractor-and-trailer combination turns), was a goal to pursue.

Experimental power take-offs were tried as early as 1878, and various homemade versions arose over the subsequent decades. International Harvester Company (IHC) was first to market with a PTO on a production tractor, with its model 8-16, introduced in 1918.[2] Edward A. Johnston, an IHC engineer, had been impressed by a homemade PTO that he saw in France about a decade before, improvised by a French farmer and mechanic surnamed Gougis.[2] He and his IHC colleagues incorporated the idea into the 8-16, and designed a family of implements to take advantage of the feature. IHC was not alone in the market for long, as within a year PTOs were appearing on other production tractors, such as some Case models. In 1920, IHC offered the PTO option on their 15-30 tractor, and it was the first PTO-equipped tractor to be submitted for a Nebraska tractor test. The PTO was a competitive advantage for IHC in the 1920s, and other companies eventually caught up with PTO implementation.

Inside the transmission, the exact point along the gear train where the power is taken off determines whether the PTO can be run independently of vehicle travel (ground speed). Early PTOs were often taken off the main output shaft, meaning that the vehicle had to be "in gear" in order to run the PTO. Later this was improved by so-called live PTO (LPTO) designs, which allow control of the PTO rotation independently of the tractor motion. This is an advantage when the load driven by the PTO requires the tractor motion to slow or stop running to allow the PTO driven equipment to catch up. It also allows operations where the tractor remains parked, such as silo-filling or unloading a manure spreader to a pile or lagoon rather than across a field. In 1945, Cockshutt Farm Equipment Ltd of Brantford, Ontario, Canada, introduced the Cockshutt Model 30 tractor with LPTO. Most PTOs built today are live. In modern tractors, LPTO is often controlled by push-button or selector switch. This increases safety of operators who need to get close to the PTO shaft.

Protective plastic sheath enshrouding a PTO

The PTO and its associated shafts and universal joints are a common cause of incidents and injury in farming and industry. According to the National Safety Council, 6 percent of tractor related fatalities in 1997 in the United States involved the PTO. Incidents can occur when loose clothing is pulled into the shaft, often resulting in bone fractures, loss of limb, or death to its wearer. On April 13, 2009 former Major League Baseball star Mark Fidrych died as a result of a PTO related accident; "He appeared to have been working on the truck when his clothes became tangled in the truck's power takeoff shaft", District Attorney Joseph Early Jr. said in a statement.[3] Despite much work to reduce the frequency and severity of agricultural injuries, these events still occur. Power take-off entanglements are one example of agricultural events that can lead to death or permanent disability. [4]

Some implements employ light free-spinning protective plastic guards to enshroud the PTO shaft, and are mandatory in some countries.[5][6] In the UK, Health and Safety Executive guidance is contained in a leaflet.[7]

Agricultural PTOs are standardized in dimensions and speed. The ISO standard for PTOs is ISO 500, which as of the 2004 edition was split into three parts:

1. ISO 500-1 General specifications, safety requirements, dimensions for master shield and clearance zone
2. ISO 500-2 Narrow-track tractors, dimensions for master shield and clearance zone
3. ISO 500-3 Main PTO dimensions and spline dimensions, location of PTO.

The original type (designated as Type 1) calls for operation at 540 revolutions per minute (rpm). A shaft that rotates at 540 rpm has 6 splines on it, and a diameter of 1 ³⁄₈ inches (35 mm).

Two newer types, supporting higher power applications, operate at 1000 rpm and differ in shaft size. The larger shaft has 20 splines (diameter 1 ³⁄₄ in or 44 mm) (designated as Type 3), while the smaller has 21 splines (diameter 1 ³⁄₈ in or 35 mm) (designated as Type 2). Farmers typically differentiate these two types by calling them "large 1000" or "small 1000" as compared to the Type 1 which is commonly referred to as the "540".

Due to ever-increasing horsepower requirements from farm implements, and higher horsepower engines being installed in farm tractors, a still larger type (designated as Type 4) has been added to ISO 500. It operates at a higher rotational speed of 1300 rpm in order to allow for power transfer at reduced levels of torque. The shaft has 22 splines with a major diameter of 57.5 millimeters (mm). It is meant to handle PTO powers up to 450 kilowatts (kW), or roughly 600 horsepower (hp).

All four types rotate counterclockwise when viewed from the tractor (When standing behind the tractor, the shaft turns clockwise).

A 10-spline type was used with some early equipment such as the 1948 Land Rover. A six-spline adapter was usually supplied. It is customary for agricultural machines manufacturers to provide the nominal PTO power specification, an indication of the available instantaneous power at the shaft. Newer tractors may come equipped with 540/540E and/or 1000/1000E options that allow the tractor to power certain low-power-demand implements like hay rakes or tedders using lower engine speeds to maintain the revolutions per minute needed, using less fuel and placing less stress on the engine thereby improving efficiency and reducing costs.

The first industry standard for PTO design was adopted by ASAE (the American Society of Agricultural Engineers) in April 1927. The PTO rotational speed was specified as 536 ± 10 rpm; the direction was clockwise. The speed was later changed to 540 rpm.[8]

A hydraulic PTO mounted on a truck gearbox

Rear crossbar with PTO hydraulic connectors and coupling on a Unimog 421

Truck transmissions have one or more locations which allow for a PTO to be mounted. The PTO must be purchased separately and care is required to match the physical interface of the transmission with a compatible PTO. PTO suppliers will usually require details of the make, model and even serial number of the transmission. Care is also needed to ensure that the physical space around the transmission allows for installation of the PTO. The PTO is engaged/disengaged using the main transmission clutch and a remote control mechanism which operates on the PTO itself. Typically an air valve is used to engage the PTO, but a mechanical linkage, electric or hydraulic mechanism are also options.

Most Unimogs come with front and/or rear PTOs and hydraulics as well as three point hitch systems.

Units will be rated according to the continuous and intermittent torque that can be applied through them and different models will offer different "PTO shaft rotation to engine RPM" ratios.

In the majority of cases, the PTO will connect directly to a hydraulic pump. This allows for transmission of mechanical force through the hydraulic fluid system to any location around the vehicle where a hydraulic motor will convert it back into rotary or linear mechanical force. Typical applications include:

• Running a water pump on a fire engine or water truck
• Running a truck mounted hot water extraction machine for carpet cleaning (driving vacuum blower and high-pressure solution pumps)
• Powering a blower system used to move dry materials such as cement
• Powering a vehicle-integrated air compressor system[9]
• Raising a dump truck bed
• Operating the mechanical arm on a bucket truck used by electrical maintenance personnel or Cable TV maintenance crews
• Operating a winch on a tow truck
• Operating the compactor on a garbage truck
• Operating a Boom/Grapple truck
• Operating a truck mounted tree spade and lift-mast assembly

• Balancing machine

• Pripps, Robert N.; Morland, Andrew (photographer) (1993), Farmall Tractors: History of International McCormick-Deering Farmall Tractors, Farm Tractor Color History Series, Osceola, WI, USA: MBI, ISBN 978-0-87938-763-1.

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