ANSI/ASAE EP364.

3 NOV2006 (R2012)
Installation and Maintenance of Farm Standby Electric Power

American Society of
Agricultural and Biological Engineers

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ANSI/ASAE EP364.3 NOV2006 (R2012)
Revision approved December 2006; reaffirmed January 2012 as an American National Standard
Installation and Maintenance of Farm Standby Electric Power
Corresponds to standards published by the Electrical Generating
Systems Association; developed by the ASAE Standby Electric Power
Committee; approved by the ASAE Electric Power and Processing
Division Standards Committee; adopted by ASAE as a Recommendation
December 1973; reclassified as an Engineering Practice December
1977; reconfirmed December 1978, December 1983, December 1988;
revised editorially July 1989; revised by the Agricultural Wiring and
Energy Application Committee; approved by the ASAE Information and
Electrical Technologies Division Standards Committee February 1993;
approved as an American National Standard August 1993; revised
August 1998; revision approved by ANSI March 1999; reaffirmed by
ANSI February 2003; reaffirmed by ASAE February 2003; revised
November 2006; revision approved by ANSI December 2006; reaffirmed
by ASABE and ANSI January 2012.
Keywords: Definition, Electric, Generators, Safety, Standby, Wiring
1 Purpose and scope
1.1 The purpose of this Engineering Practice is to provide information to
assist installers, maintenance personnel, operators and others in the
proper installation, operation, and maintenance of farm standby electrical
systems.
1.2 The scope of this Engineering Practice covers both engine-driven
and tractor-driven generators for farm standby electrical power service as
defined in EGSA-101G, EGSA-101S, and EGSA-101P. The terms
generator and alternator may be used interchangeably in this
Engineering Practice.
2 Normative references
The following standards contain provisions which, through reference in
this text, constitute provisions of this Engineering Practice. At the time of
publication, the editions indicated were valid. All standards are subject to
revision, and parties to agreements based on this Engineering Practice
are encouraged to investigate the possibility of applying the most recent
editions of the standards indicated below. Standards organizations
maintain registers of currently valid standards.
2.1 ANSI/ASAE S493 JUL93, Guarding for Agricultural Equipment
2.2 ASAE S207.12 MAR 94 Operating Requirements for Tractors and
Power Take-Off Driven Implements
2.3 ASAE S318.13 FEB98, Safety for Agricultural Field Equipment
2.4 EGSA 101G-1994a, Glossary of Electrical and Mechanical
Terminology and Definitions
2.5 EGSA 101P-1995, Performance Standards for Engine Driven
Generator Sets
2.6 EGSA 101S-1995a, Engine Driven Generator Sets, Guideline
Specifications for Emergency and Standby
2.7 NFPA 30-1990, Flammable and Combustible Liquids Code
2.8 NFPA 31-1997, Installation of Oil-Burning Equipment
2.9 NFPA 54-1996 (ANSI Z223.1-1996), National Fuel Gas Code
2.10 NFPA 58-1995, Storage and Handling of Liquified Petroleum Gases
2.11 NFPA 70-1996, National Electrical Code
2.12 UL 1008-1996, Automatic Transfer Switches
2.13 B129-00, Installation Code for Oil Burning Equipment
2.14 B140-0-M87 (R1998), General Requirements for Oil Burning
Equipment
ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers
2.15 C22.1-98, Canadian Electrical Code, Part 1
2.16 C22.2 No. 100-95, Motors and Generators
2.17 C22.2 No. 182.3-M1987, Special Use Attachment Plugs,
Receptacles, and Connectors
3 Definitions
3.1 alternator: A device for converting mechanical energy into electrical
energy in the form of alternating current.
NOTE: The terms generator and alternator are used interchangeably
in this standard.
3.2 electric utility: An enterprise engaged in the production and/or
distribution and sale of electricity for use by the public.
3.3 engine-driven generator: An electric generator so constructed that
its rotor is driven by an engine dedicated solely to the generator. This is
also referred to as a generator set.
3.4 generator: A general name for a device that converts mechanical
energy into electrical energy. The electrical energy may be direct current,
DC, or alternating current, AC. An AC generator may be called an
alternator.
3.5 PTO: Abbreviation used for power take-off.
3.6 standby power: The power to be delivered by a generator during
periods when there is an outage of utility or prime power sources or when
these sources provide power outside the acceptable limits of quality or
capacity.
3.7 tractor-driven generator: An electric generator so constructed that
its rotor is driven by the PTO of a farm tractor through a PTO speed
changer and drive shaft.
3.8 transfer switch: An automatic or manual device for transferring one
or more conductor connections from one power source to another.
3.9 weatherproof: Constructed or protected so that exposure to the
weather will not interfere with successful operation of the equipment.
3.10 Additional terminology and definitions are included in EGSA 101G.
4 Installation
4.1 Delivery Inspection. The generator should be carefully inspected
on delivery for evidence of possible damage. The damage should either
be corrected or deemed to be inconsequential by the dealer before the
generator is operated.
4.2 Review of Installation and Operators Manual. The manufacturers
installation and operators manual should be thoroughly reviewed before
attempting to install the standby generating system, whether it is an
engine-driven or a tractor-driven type.
4.3 Location
4.3.1 The generator should be located in an atmosphere that is free from
excessive dust, snow, or other wind-blown particles, high and/or low
temperatures, and corrosive fumes.
4.3.2 Allowance should be made for a minimum clearance of 0.9 m (3 ft)
around the set for service accessibility.
4.4 Mounting
4.4.1 Permanently installed, engine-driven electric generators should be
mounted on a concrete base in accordance with the manufacturers
instructions.
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4.4.2 Vibration dampening pads should be placed between the skid, or
mounting base, and the floor or concrete base to minimize the transfer of
vibration to other equipment.
4.4.3 Tractor-driven generators are normally either stationary mounted
or mobile mounted on a trailer or with a three-point hitch.
4.4.3.1 Stationary mounting should follow the manufacturers
recommendations of mounting on concrete pads.
4.4.3.2 In the event of mobile mounting, such as a trailer or a three-point
hitch, the mounting should be of sufficient size and stability to withstand
pulling over rough terrain and to withstand torque stresses experienced
when full loads are applied to the generator through the power take-off
driveline and input connection.
4.4.3.3 Alternators should be mounted on the trailer or three-point hitch
such that power drive lines are in good alignment.
4.5 Safety Provisions. The power take-off and power take-off drive
lines for PTO tractor-driven generators should conform to safety
provisions of ASAE S318 and ASAE S207.
4.6 Ventilation for engine-driven generators. It is imperative that the
engine and generator have an adequate supply of air for combustion and
cooling.
4.6.1 Ductwork should be used when necessary from the radiator to the
outlet to prevent hot air recirculation.
4.6.2 There should be a flexible ductwork section at any connection to
the generator.
4.6.3 The air inlet must be larger in size than the air outlet. The air inlet
should be two times the size of the radiator frontal area or as
recommended by the manufacturer.
4.7 Exhaust. When an engine-driven generator is installed inside a
building or other enclosure, means shall be provided for exhausting the
gases from the engine exhaust system out of the building or enclosure.
4.7.1 Where the exhaust pipe passes through a wall of combustible
material, the wall shall be shielded by a metal thimble at least 305 mm
(12 in.) larger in diameter than the exhaust pipe.
4.7.2 The end of the exhaust pipe should be equipped with a rain cap,
and should be located a suitable distance away from the air inlet of the
engine so that exhaust gases cannot be drawn back through the air inlet.
4.7.3 Connection between the exhaust pipe and the engine shall be
flexible to prevent breakage.
4.7.4 Exhaust piping should be as short as possible with minimum bends
and restrictions, and large enough to prevent back pressures higher than
those recommended by the engine manufacturer.
4.7.5 A drain cock should be installed at the lowest point in the exhaust
piping system for draining any moisture accumulations as a result of
condensation.
NOTE: Frequency of draining depends on time and extent of use.
4.8 Fuel. Engine-driven generator sets shall be provided with fuel lines
and fuel equipment to comply with the following standards: In the USA,
NFPA 30, NFPA 31, NFPA 54, and NFPA 58. For Canada, comply with
CAN/CSA-B139, and CAN/CSA-B140.0. The fuel lines from the natural
gas meter to the fuel inlet of the engine shall be sized and installed in
accordance with ANSI Z83.1.
NOTE: Fueling shall be carried out only after the engine is switched off.
4.9 Electrical
4.9.1 Electrical wiring shall be in accordance with the recommendations
of the manufacturers and comply with local regulations, (in the USA,
NFPA 70); (in Canada the Canadian Electrical).
4.9.2 Electric generators on engine or tractor-driven units shall be
grounded in accordance with Article 250, NFPA 70.
4.9.3 Automatic transfer switches or manual transfer switches shall be
approved by an independent testing agency (ie, UL 1008) and installed
so the generator and the electric utilitys power cannot be energized at
the same time. Transfer switches shall be installed in accordance with
Article 702, NFPA 70.
ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers
4.9.4 Safety Requirements for Electrical Connection. The installer,
maintence personnel and operators shall ensure that the electrical
connections to the generator meet all the following requirements.
4.9.4.1 Compatibility of Plug and Generator. The plug and generator
receptacle shall be of like configurations to ensure compatibility with each
other during the mating operation. Both the plug and the generator
receptacle shall have the same wiring order. The polarization shall be
keyed or of such design that polarization will not be defeated by improper
assembly during installation.
4.9.4.2 Exposed Contacts
4.9.4.2.1 Mating plug and connector shall not have exposed live
contacts during engagement or withdrawl (in Canada, as required in, and
tested in accordance with, CSA Standard C22.2 No. 182.3).
4.9.4.2.2 As an alternate to 4.9.4.2.1, mating connectors which have
exposed live contacts after withdrawal of the plug shall have a cover
which is:
a) spring loaded for self-closing the live parts of the connector after the
plug is removed,
b) secured on the opposite end of the spring by means requiring a tool
or key to remove the cover when the connector is not in use, and,
c) a warning sign alerting the user about the live parts under the cover
and to secure the cover with the tool or key after the plug is
withdrawn.
4.9.4.3 Weatherproof. Both connector and plug shall be of weatherproof
type (In Canada meeting the requirements of CSA Standard C22.2 No.
182.3), unless the generator is specifically marked for the use in
weatherproof area only. The connector shall be located in 3R rated
enclosure (In Canada, as per Table 65 of the Canadian Electrical Code,
Part 1), if the generator is not installed in weatherproof area.
4.9.4.4 Caution Mark. A plug, connector or receptacle marked to
indicate that it is not suitable to interrupt current shall not be used to
interrupt current to the stand-by electrical power system.
4.9.4.5 Strain Relief. Extra-hard-usage service cord or portable power
cable shall be used to connect a stand-by electric power system to the
fixed wiring. An approved method of strain relief to prevent transmission
of strain to the terminal connections shall be provided for all cords and
portable power cables.
NOTE: In addition to requirements above, the installer shall ensure that
the phases and the neutral of the generator power supply to the farm
building are mated with the corresponding phases and the neutral of the
farm building. A wiring diagram or label on the power supply at the farm
shall be provided.
4.10 Shields and guards
4.10.1 Provisions shall be made to minimize the possibility of personal
contact with hot surfaces or rotating components by installing suitable
shields and guards.
4.10.2 Guarding should conform to ANSI/ASAE S493.
5 PTO generatorsinitial start-up
5.1 The PTO generator owners manual should be thoroughly read and
followed.
5.2 Prior to operation the PTO speed changer shall be filled to the
specified level with oil recommended by the manufacturer.
5.3 Electrical wiring should be checked for loose connections and for
loose or missing cap screws, bolts and nuts.
5.4 Starting tractor-driven PTO generators
5.4.1 If not so equipped, add a breaker of appropriate size. Set the load
circuit breaker on the generator to off.
5.4.2 Connect the PTO driveline, or PTO shaft, securely to the generator
and the tractor. Install all safety shields. Position PTO driveline as near
to a straight line as possible, not to exceed a 10 deg angle.
5.4.3 Start tractor and adjust power take-off speed to 540 or 1000 rpm
2
(depending on type) by advancing the tractor throttle, so the PTO
generator is producing 60 Hz, as indicated on the frequency meter. If no
frequency meter is available, adjust to proper voltage as indicated on the
voltmeter.
5.4.4 Place power cable coming from the manual transfer switch in the
correct power plugs or receptacle on the generator control panel.
5.4.5 Place transfer switch in the stand-by position.
5.4.6 All load circuit breakers at the service entrance shall be in the
OFF position before putting the main load circuit breaker on the
generator in the ON position.
5.4.7 Maintain frequency at 60 Hz by adjusting tractor speed. If
frequency meter is not available, the PTO speed shall be adjusted such
that the voltmeter is maintained at the correct voltage as the individual
load circuit breakers at the service entrance are turned on, beginning
with the circuit breaker that controls the largest motor and then large to
small motors.
5.4.8 When normal power has been restored and after a sufficient time
has elapsed to assure that power restoration is not temporary, put large
motor curcuit breakers in the OFF position to minimize bump on the
utility lines and motor damage before the transfer switch is returned to
normal or to electric utility power.
5.4.9 Place the generator circuit breaker in off position.
5.4.10 Slowly reduce power take-off speed to a minimum and disengage
power take-off lever.
5.4.11 Remove connection power cable.
NOTE: Do not remove the connecting plug before power take-off is
disengaged. A shock hazard may result if the plug is removed sooner.
6 Manual-start, engine-driven generator setinitial
start-up
6.1 The engine generator set owners manual should be thoroughly read
and followed.
6.2 Prior to operation the engine crankcase shall be filled to the specified
level with oil recommended by the manufacturer.
6.3 Fill radiator with proper mixture of water and antifreeze to specified
level in accordance with manufacturers recommendations.
NOTE: Liquid cooled, engine-driven generator sets are normally shipped
without liquid in the cooling system.
6.4 Check all electrical wiring for loose connections and for loose or
missing cap screws, bolts and nuts.
6.5 If dry charged, fill each battery cell with battery electrolyte. Do not
allow battery acid to contact engine or generator and control parts.
NOTE: Starting batteries may be either the standard or dry charge type.
6.6 Starting manual-start, engine-driven generators
NOTE: The following may apply to old equipment and may not be
relevant with new equipment.
6.6.1 Place the generator circuit breaker in the off position, or open the
line switch to disconnect the load.
6.6.2 When so equipped, turn the ammeter and voltmeter selector
switches to the desired position.
6.6.3 When equipped with a voltage regulator, rotate the voltage
regulator adjusting rheostat counterclockwise (decrease) to minimum
voltage.
6.6.4 Turn the voltage regulator on-off switch to the off position.
NOTE: The regulator will be damaged if the switch is not turned to OFF
position.
6.6.5 If the engine is equipped with a speed control (throttle), set it for
idle.
6.6.6 Place the engine stop switch in the on position.
6.6.7 Press the start switch button and hold in until the engine starts.
NOTE: Do not energize the starting motor for a period exceeding 30
ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers
seconds without pausing for 2 minutes to allow it to cool. To do so may
cause overheating and damage to the motor windings.
6.6.8 Observe the oil pressure gauge, water temperature gauge, and DC
(battery charging) ammeter if so equipped. As soon as the engine attains
normal operating temperature, adjust the speed control, if required, to
produce 60 Hz operation by viewing frequency meter or tachometer if
supplied. Set for 1800 r/min for 4-pole generators or 3600 r/min for 2-pole
generators.
6.6.9 Turn the voltage regulator on-off switch to the on position.
Rotate the voltage regulator adjusting rheostat clockwise (increase) to
obtain rated AC voltage indicated on the AC voltmeter.
6.6.10 Apply the load to the generator by placing the generator circuit
breaker in the on position, or by closing the line switch.
6.6.11 Observe the monitoring meters and adjust the generator voltage
to the desired output.
6.6.12 The generator may now be stopped and started without making
further adjustments.
7 Automatic-start, engine-driven generator set
equipped with automatic switchinitial start-up
7.1 Perform the functions in clauses 6.1 through 6.5.
7.2 Place the generator circuit breaker in the off position.
7.3 When so equipped, turn the ammeter and voltmeter selector
switches to the desired position.
7.4 When equipped with a voltage regulator, rotate the voltage regulator
adjusting rheostat counterclockwise (decrease).
7.5 Turn the voltage regulator on-off switch to the off position
(regulator will be damaged otherwise).
7.6 Place the engine start switch in the on or start position to
energize the cranking motor (starter).
7.7 Observe the oil pressure gauge, water temperature gauge, and DC
(battery charging) ammeter if so equipped. As soon as the engine attains
normal operating temperature, adjust the speed control if required to
produce 60 Hz operation by viewing frequency meter or tachometer if
supplied, and set for 1800 r/min for 4-pole generators or 3600 r/min for
2-pole generators.
7.8 Turn the voltage regulator on-off switch to the on position. Rotate
the voltage regulator adjusting rheostat clockwise (increase) to obtain
rated AC voltage indicated on the AC voltmeter.
7.9 Place the generator circuit breaker in the on position. Turn the
switch on the automatic line transfer switch to auto position. Turn the
main utility service breaker or switch to off (thus simulating a power
outage). The automatic line transfer switch should operate, start the
engine, and transfer the load to the generator set.
7.10 Observe AC voltmeter and adjust voltage to desired output if
required.
7.11 Turn the main electric utility service breaker to on position. The
automatic transfer switch should operate, transferring the load to the
normal utility source. The engine-driven generator should then shut
down. The automatic generator set should start and accept load without
further adjustment upon transfer of the automatic transfer switch
whenever a power outage occurs.
8 Portable Generator Set
8.1 All above standards to apply to Portable Generator sets.
9 Exercising of standby units
9.1 Tractor-driver PTO generators should be exercised at least every 90
days to blow out dust, to dry out moisture which may have entered the
generator, to remove oxidation from commutator or sliprings, and to
familiarize the operator with the necessary steps to take during an actual
3
emergency. If possible, at least 50% of normal load should be applied to
the generator during the exercise period.
9.2 NOTE: Some automatic engine-driven generator sets are equipped
with an automatic exerciser which starts the unit automatically on a
regular basis, runs the unit for a predetermined time, and then shuts the
unit down automatically.
If the engine-driven generator is not equipped with an automatic
exerciser, the generator should be exercised at least every 7 days.
Exercising periods should be long enough to enable the engine to obtain
normal operating temperature while carrying, if possible, at least 50% of
normal load. To exercise engine-driven generator sets, proceed as
follows:
a) Before starting engine, check lubricating oil and coolant levels. Make
complete visual inspection of unit to be sure it is in operating
condition.
b) Start and run engine 5 min with no load.
c) Run engine at rated speed with whatever load is available up to full
load for the period of time required to reach normal operating
temperature. Continue to operate engine for 30 min or more
dependent upon manufacturers recommendations. Check and
correct any coolant or oil leaks.
d) Run engine with no load for 5 min to allow combustion chamber
temperature to decrease gradually to a minimum before stopping.
9.3 See Table 1, Example Generator Exercising Log Sheet
10. Maintenance
10.1 Maintenance includes those functions and activities that will keep
the standby generating system in peak operating condition and prevent
unnecessary trouble from developing. The manufacturers recommended
Table 1 Example Generator Exercising Log Sheet (9.3)
Date Time Operators Hour Meter Test
Initials Reading Duration
(min.)
Sample
01/01/00 12:01 KB 310 37
Note: Logged details and sheets to be filed and stored for future reference and possible insurance requirements.
ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers
maintenance schedule record keeping process should be followed. If
such schedules and record keeping processes/documents are
unavailable, those of Section 10.6 can be followed.
10.2 Batteries. Batteries used for starting engine-driven generator sets
should never be allowed to stand for a long period of time in a
discharged condition. It is recommended that standby engine-driven
generated sets be equipped with a rectifier type battery charger. The
level of the battery electrolyte should be checked weekly under constant
use and monthly with intermittent use. Refill to proper level with distilled
water. Keep battery clean. Do not allow battery acid to contact engine or
generator and control parts.
10.3 Generators
10.3.1 Dust and dirt should be blown from the interior of the generator
by means of dry, low pressure compressed air [210 kPa (30 lbf/in.2)].
NOTE: Brushless generators require little maintenance. Most generator
bearings are of the sealed type and require no relubrication.
10.3.2 Generators equipped with brushes should be checked in
accordance with the manufacturers recommendations, but not to exceed
500 h of initial running and every 100 h thereafter. If brush length is less
than 13 mm (0.5 in.), the brush should be replaced.
10.3.3 On units with a commutator, an even brown film on the
commutator denotes a desirable condition, and it should not be removed.
If the commutator becomes rough or dirty, it should be cleaned by using
a fine grade of sandpaper.
NOTE: Emery cloth should not be used since it contains metallic parts
which could short out the commutator segments.
10.4 Engine maintenance should be in accordance with the engine
manufacturers recommendations and instructions regarding the types of
lubricants used and the frequency of application.
Voltage Amperage Frequency Oil Repairs/Service 4
240 V10 60 Hz2 Pressure Needed
4060 psi Performed
Oil Change,
238 40 60 50 Lube & Filter 4
4
 Table 2 SUGGESTED Maintenance Schedule and Record Keeping Automatic and Manual Stationary Engine Generator Set (10.6.1)

Procedure Date and Maintenance Performed

Component Change/
(as applicable) Check Clean Test Frequency

1. Fuel
(a) Main Supply Tank Level X M
(b) Day Tank Level X M
(c) Float Switch X Q
(d) Supply Pump Operation X Q
(e) Solenoid Value X Q
(f) Strainers, Filters X Q
(g) Water in system (drain check) X X Q
(h) Flexible Hose and Connections X X M
(i) Tank vents and overflow pipe X X A
(j) Piping X A
(k) Gasoline R S
2. Lubrication System
(a) Oil Level X M
(b) Oil change R 50/A
(c) Oil Filter R 50/A
(d) Crankcase breather X S
3. Cooling System
(a) Level X M
(b) Antifreeze protection level X A
(c) Antifreeze X A
(d) Clean exterior of Radiator X A
(e) Fan and Alternator Belt X R Q
(f) Water Pump X Q
(g) Flexible Hoses and connections X X M
(h) Duct work, Louvers X X A
4. Exhaust System
(a) Leakage X X M
(b) Insulation and Fire Hazard X Q
(c) Excessive Back-pressure X A
(d) Flexible exhaust section X S
5. Battery
(a) Electrolyte Level X M
(b) Terminals Clean and tight X M
(c) Remove corrosion X M
(d) Specific Gravity X M
(e) Charge rate X M
6. Electrical System
(a) General Inspection X M
(b) Tighten controls and connections X A
(c) Wire chafing X S
(d) Operation of safeties and alarms X S
(e) Circuit breakers, fuses X R 2 or A
(f) Transfer switch main contacts X X A
(g) Calibrate voltage sensors, relays X X 5 or A
(h) Wiring insulation breakdown X 3/500*
7. Generator
(a) Brush length, contact X X S
(b) Commutator, slip rings X X A
(c) Rotor and stator X X A
(d) Bearings X R A
(e) Bearing Grease X R A
(f) Exciter X X A
(g) Voltage regulator X A
(h) Resistance of windings X A
(i) General condition of unit X M
(j) Service room or housing X X M
8. Custom Maintenance Itemize below

M = Monthly, Q = Quarterly, S = Semi Annually, A = Annually, Numbers = Hours of Operation, R = Replace if necessary
*= Every 3 years or 500 hours

ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers 5
 Table 3 SUGGESTED Maintenance Schedule and Record Keeping Portable Engine Generator Set (10.6.2)

Procedure Date and Maintenance Performed

Component Change/
(as applicable) Check Clean Test Frequency

1. Engine Oil
(a) Check X E
(b) Change X S
2. Air Cleaner
(a) Check X E
(b) Clean X Q/50
(c) Replace R S/100
3. Sediment Cup
(a) Clean X E
4. Spark Plug
(a) Clean/Regap X S/100
(b) Replace R A/300
5. Valve Clearance X A/300
6. Fuel Tank and Filter X A/300
7. Fuel Line X 2A
8. Custom Maintenance Itemize below

E = Every Use, M = Monthly, Q = Quarterly, S = Semi Annually, A = Annually, Numbers = Hours of Operation, R = Replace if necessary
*= Every 3 years of 500 hours

Table 4 SUGGESTED Maintenance Schedule and Record Keeping PTO-Driven Generator (10.6.3)

Procedure Date and Maintenance Performed

Component Change/
(as applicable) Check Clean Test Frequency

1. PTO Gearbox Oil

(a) Check X E
(b) Change R S/250
2. PTO
(a) Shaft Lubrication X E
(b) Shields in place/working X E
3. Generator
(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
4. Custom Maintenance
(Itemize below)

E = Every Use, M = Monthly, Q = Quarterly, S = Semi Annually, A = Annually, Numbers = Hours of Operation, R = Replace if necessary

ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers 6
 Table 5 SUGGESTED Troubleshooting (10.7.2)

ProblemPossible Cause Remedy*

1. Low Output Voltage

Low speed Check for overload on engine; reduce Correct speed setting
High line loss (lower voltage at load than at generator) Check for loose connections
Increase wiring size
shorted or grounded field coil Test field circuits with Megger
2. High Output Voltage
Excessive engine speed Check governor linkage, calibrate tachometer
3. Overheating
Clogged ventilating inlet or outlet Clean screens
Make sure interior of generator is unobstructed
4. No Output Voltage
Poor brush contact Clean brush holder
Weak brush spring tension Spring should snap brush into contact
with ring when lifted and released
Film on collector rings is rough and dirty Clean rings with fine sandpaper
Defective rectifier bridge Replace defective bridge assembly
Open field circuit Replace open coil or repair connection
Grounded or shorted field coil Replace coil and insulation or repair damage
Loss of residual magnetism Flash the field to restore residual magnetism
5. Defective Armature
Shorted winding Replace armature
Grounded armature Replace armature
Open armature circuit Replace armature
6. Voltage Unsteady
Loose connection Check and tighten all connections
7. Slow Voltage Buildup
slow or no voltage buildup May occur after repair or after a long period when
unless load is applied generator not used and need to restore
residual magnetism
frequency is 60 Hz but voltage Return to dealer for internal adjustment
is outside of acceptable range
Excessive air gap between armature Shim all poles to 0.007
and field poles (older generators only)
Not enough air gap in choke Adjust choke until thickness of a piece of regular paper
(some older generators only)

*Qualified service technicians and/or electricians should conduct most of the remedies listed.

10.5 An owners service record should be maintained showing hours of
operation for scheduled tune-up and changing of lubricating oil, oil filters,
air cleaners, fuel filter, etc.
10.6 Suggested Maintenance Schedule and Record Keeping
10.6.1 See Table 2, Automatic and Manual Stationary Engine Generator
Set
10.6.2 See Table 3, Portable Engine Generator Set
10.6.3 See Table 4, PTO-Driven Generator
10.7 Preventive maintenance
10.7.1 Troubles that occur in standby generator operation are avoided
when those responsible for maintenance adhere to an adequate program
of lubrication, inspection, and maintenance.
NOTE: The time and expense involved in a good maintenance program
are only a fraction of that incurred when poor maintenance practice
results in a major malfunction or breakdown at the very time that the
standby generator is required to provide power during an emergency.
10.7.2 See Table 5, Troubleshooting
11 Safe practice messages
11.1 These safe practice messages are recognized as being effective for
enhancing safety, but may not be adequate, complete, or entirely
applicable for every situation. They may not cover all possible hazardous
situations; hence, they should be interpreted judiciously and not
necessarily reproduced verbatim in communications to users:
All circuits not known to be dead must be considered live and
dangerous;
All exposed conductors, terminals, and components should be
regarded as energized and treated accordingly;
Metal tools, flashlights, metallic pencils, and other exposed
conducting objects should not be used while working near
energized electrical equipment;
Precautions should be taken to avoid grounding your body while
using electrical measuring apparatus or making adjustments to
energized electrical equipment;
All equipment should be de-energized before connecting or
disconnecting leads;
Loose clothing should not be worn while working near rotating
equipment.
11.2 Standard Procedures
11.2.1 See Checklist 1, PTO-Driven Generator
11.2.2 See Checklist 2, Automatic Stationary Engine Generator Set
11.2.3 See Checklist 3, Manual Stationary Engine Generator Set
11.2.4 See Checklist 4, Portable Engine Generator Set

ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers 7
Checklist 1 SUGGESTED CHECKLIST PTO-Driven
Generators (11.2.1)
Connecting Procedure
Check with utility on expected length of outage
Keep tractor fully fueled at all times
Ensure proper alignment of PTO shaft
Set tractor brakes before operating generator
Check for downed lines
Ensure all connections to outside power sources are disconnected
Use proper connection cable
Use proper grounding cable
Use only approved connectors and receptacles
For continuous operation, run at no more than 80% capacity
After shut down, store PTO shaft with generator
Start-Up Procedure
Check all fluid levels
Connect tractor to generator
Connect Power Cable
Checklist 2 SUGGESTED CHECKLIST Automatic
Stationary Engine Generator Set (11.2.2)
Connecting Procedure
Unit will power up automatically in the event of a power outage
Check for downed lines
Check that unit is operating properly and all fluid levels are
adequate
Monitor voltage and frequency
Keep enough fuel on hand for 72 hours operation
Equip engine with Murphy Switch to automatically shut down to
prevent engine damage
Start-Up Procedure
Check all fluid levels
For initial start up only, set generator circuit breaker to OFF
Adjust voltage rheostat to minimum if so equipped
Place line transfer switch in AUTO position
Checklist 3 SUGGESTED CHECKLIST Manual
Stationary Engine Generator Set (11.2.3)
Connecting Procedure
Check with utility on expected length of outage
Check for downed lines
Ensure all connections to outside power sources are disconnected
For continuous operation, run at no more than 80% capacity
Monitor voltage and frequency
Keep enough fuel on hand for 72 hours operation
Equip engine with Murphy Switch to automatically shut down to
prevent engine damage
Start-up Procedure
Check all fluid levels
Set generator circuit breaker to OFF
Adjust voltage rheostat to minimum if so equipped
Start engine
Once engine has warmed up, adjust speed for 60 Hertz operation
if so equipped
ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers
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 min. 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
Turn main utility breaker to off and the engine should start
Adjust rheostat to obtain desired AC voltage if so equipped
Adjust engine speed to maintain 60 Hertz if so equipped
Turn main utility breaker on and the unit should automatically
transfer the load to the utility and shut down the generator
the engine generator set should operate automatically in case of
a power outage without further adjustment
Exercising the Engine Generator Set
Exercise the engine generator set every 7 days
Check all fluid levels
Following start-up procedure, start and run engine for 5 min. 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 allow engine generator set to shut down
automatically
Record results in log
Adjust rheostat to obtain desired AC voltage if so equipped
Place transfer switch in emergency position
Set circuit breaker to ON
Adjust engine speed to maintain 60 Hertz
Monitor voltage and frequency
After utility power is restored, return transfer switch to normal
Set circuit switch to OFF
Allow 5 minutes for generator cool down
Exercising the Engine Generator Set
Exercise the engine generator set every 7 days
Check all fluid levels
Following start-up procedure, start and run engine for 5 min, 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
8
Checklist 4 SUGGESTED CHECKLIST Portable
Engine Generator Set (11.2.4)
Connecting Procedure
Check with utility on expected length of outage
Check for downed lines
Set hydro main breaker on essential loads panel to off
Move generator into position and plug in cable
For continuous operation, run at no more than 80% capacity
Monitor voltage and frequency
Keep enough fuel on hand for 72 hours operation
Start-Up Procedure
Check all fluid levels
Set generator circuit breaker to OFF. Set breakers for critical
circuits to OFF
Start engine
Once engine has warmed up, set generator breaker to ON
Turn on critical circuits one by one in priority sequence
Adjust engine speed to maintain 60 Hertz
Monitor voltage and frequency
After utility power is restored, shut off critical circuits
Set generator breaker to OFF
Shut off engine
Set hydro breaker to ON
Exercising the Portable Engine Generator Set
Portable engine generator sets may be stored for long periods of
time without being exercised but it is recommended that they be
operated periodically to avoid problems during an emergency.
To exercise a portable engine generator set, follow the normal
connect and start up procedure, running the unit for at least 1/2
hour on 50% load or more.
Exercise the unit once every three months
Record the results of the test on the log sheet

ANSI/ASAE EP364.3 NOV2006 (R2012) Copyright American Society of Agricultural and Biological Engineers 9