Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Exercise E204-S07-EXR-DFT.wpd

Cold Mounting and Removal of Radial Ball Bearings

Objectives
Given the DAC Bearing Maintenance Trainer, its Use Guide, the bearings supplied with the Trainer, and hand tools, demonstrate the ability to cold mount a radial ball bearing using a mounting sleeve, and to remove a radial ball bearing using a bearing puller. Surface clean a radial ball bearing.

Performance Standard
Cold mount a radial ball bearing onto shaft # 4 position E using a mounting sleeve and hammer so that the bearing is 1.20 .03 " from the first shaft collar and the internal radial clearance is not reduced by more than 50%. Remove the radial ball bearing from the shaft using a bearing puller without damaging the bearing.

Foundation Competencies
Use of hand tools Basic knowledge of bearing types (Exercise E204-S02) Basic knowledge of bearing maintenance pre-checks (Exercise E204-S05)

Required Background Reading

IPTs Industrial Trades Training Manual (DAC, #510-000), pages 204-206 and 213-215 SKF Bearing Maintenance Handbook (DAC, #512-002), pages 103-105 and 128-139

2006 Design Assist ance Corporation

07-1

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Optional
W atch Majec videos on Unmounted Rolling Element Bearings (IBT) DAC# 099-005.

Tools Required
Steel hammer Mounting sleeve Digital caliper Feeler gauge Bearing puller Light oil Clean, soft, lint-free cloth. Pencil and paper

Components Required
DAC Bearing Maintenance Trainer, #204, including basic components, and bearings Bearing Maintenance Trainer Use Guide, #204-500 Bearing Installation and Maintenance Instructions

Introductory Discussion
It is important that the correct mounting method be used in order for a bearing to function properly. The method used to mount a bearing depends on the type and size of the bearing and complexity of the application assembly. Mounting should, wherever possible, be carried out in a clean and dust-free environment. Interference fits require care during installation due to the bearing having a smaller bore or a larger outside diameter than the mating part. Bearings with relatively small interference fits can be press fit at room temperature (cold mounting). The three most common cold mounting techniques include impact, arbor press, and split tapered adapter. This exercise focuses on the impact and arbor press installation methods. Small bearings (bearings up to 4-inch outside diameter) may be forced into position on a shaft with a mounting sleeve and a hammer (impact). The mounting sleeve, which is a piece of pipe or tubing, should be flat, parallel, and burr free. The sleeve should have an outside diameter equal to the bearings inner ring. An ordinary hammer should be used. Hammers with soft metal heads are unsuitable
2006 Design Assist ance Corporation 07-2

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

as fragments of the metal may break off and enter the bearing.

W hen mounting the bearing on to a shaft, the mounting sleeve is placed against the face of the bearings inner ring (the ring that is being press-fitted). Force is then applied to the other end of the mounting sleeve with the hammer. The bearing must start straight and square onto the shaft. To facilitate mounting and to reduce the risk of damage, lubricate the bearing bore and the shaft with light oil. An arbor press provides an easy method for mounting and for removing a bearing. Its action is rapid and pressure can be applied continuously. During bearing installation onto a shaft, the inner race of the bearing is supported with two flat bars placed between the inner race and the presss adaptor plate. Force is applied to the bearing at a right angle. Caution should be taken to ensure that the bearing inner race is square to the shaft. Too much pressure exerted by the press could easily cause the race to crack or the shaft to become severely scored.

Arbor Press

W hen removing a bearing from a shaft with either a gear puller or arbor press, the force must be applied to the bearings inner race at a right angle.
2006 Design Assist ance Corporation 07-3

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Pushing against the outer race could ruin the bearing. A gear puller should not be used alone to remove a bearing. W ithout an attachment, such as a bearing separator, a gear puller will exert force against the outer bearing race. When removing the bearing with a bearing puller, use a piece of soft metal to protect the shaft from being scratched.

Performance Steps
Step 1. Prepare the DAC Bearing Maintenance Trainer. This is the same setup that was performed in exercise E204-S01. If no alterations have been made to the trainer then proceed to step 2.

Bolt a mounting bracket onto each end of the baseplate, so that the shaft openings in the brackets are facing outward. Bolt the third mounting bracket onto the bracket located on the right side of the baseplate. Mount this bracket so that the shaft opening is facing toward you. Install stub shaft #4 into the mounting bracket located on the left side of the baseplate so that the shaft is extending away from the baseplate. Install stub shaft #2 into the mounting bracket located on the right side of the baseplate so that the shaft is extending away from the baseplate and toward you.

2006 Design Assist ance Corporation

07-4

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Step 2.

Prepare the shaft. Use the digital caliper to measure the tolerances (out-ofroundness) of stub shaft #4, position E (shown on the Bearing Trainer Shaft/Bearing Locations Drawing # D204-A01). Shaft specifications are 1.5749" - 1.5755".

Measure and record on the data sheet the shaft diameter at four locations, in three different planes. If the measurements are not the same, the shaft is out of round.

Clean and inspect the shaft surface. Use crocus cloth to remove any nick or burrs from the shaft. Apply a light coating of oil or graphite grease to the shaft to ensure easy installation and later removal later.

2006 Design Assist ance Corporation

07-5

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Step 3.

Prepare the bearing for mounting. Perform pre-checks (see Exercise E204-S05). Select the double row, deep groove ball bearing, 5208, from the bearings provided with the DAC Bearing Maintenance Trainer. Note: Use a clean, soft, lint-free cloth when handling the bearing, and handle with care. This is a precision instrument.

Check the bearing for any defects. W ipe the preservative from the bore and outside diameter of the bearing.

Note:

If the bearing is to be grease lubricated and used at very high or very low temperature, or if the grease is not compatible with the preservative, it is necessary to wash and carefully dry the bearing.

Determine the specified bore diameter from the bearing identification number. Record the bore diameter on the data sheet. Use a digital caliper to measure the bearings bore diameter. Take at least four measurements in different positions to ensure that the bearing has not been damaged. All measurements should be identical. Record the measurements on the data sheet.

2006 Design Assist ance Corporation

07-6

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Using the feeler gauge, measure the unmounted radial internal clearance of the bearing. Record the measurement on the data sheet.

Place the bearing back into the original packing until immediately ready for mounting so that it does not become dirty. Check the working environment for cleanliness. Make sure the proper tools are available, clean, and ready to use. Install the bearing. Lightly oil the bore of the bearing with a light oil. Using a clean, soft, lint-free cloth, place the bearing on the beveled end of stub shaft #4 and push it toward position E. Make sure the bearing is straight and square to the shaft. Place the mounting sleeve over the stub shaft and position it so that the ends of the sleeve are in contact with the inner ring of the bearing.

Step 4.

2006 Design Assist ance Corporation

07-7

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Note:

Do not position the mounting sleeve in contact with the outer ring of the bearing. The force would be transmitted to the inner ring through the rolling element (balls or rollers), forcing the bearing components apart and damaging the rolling elements and their precise rolling paths in the rings. Using the outer ring to position the bearing can cause damage to the bearing.

Using the steel hammer, drive the bearing into place by striking the mounting sleeve squarely, in line with the shaft (in the center of the sleeve, not a glancing blow).

Note:

NEVER hammer directly on the bearings outer rings. Hammering directly on the bearing will result in damage to the rolling elements and the raceways.

Position the bearing on the shaft so that it is 1.20 .03 " from the first shaft collar.

2006 Design Assist ance Corporation

07-8

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Use the feeler gauge to measure the mounted radial internal clearance of the bearing again. Record the measurement on the data sheet. As a general rule of thumb, the internal clearance of a bearing should not be reduced during installation by more than 50%, for proper operation. When the internal fit is not optimal, damage to the bearing may result during operation.

Note:

Step 5.

Remove the bearing. Center the bearing puller on the shaft and position the ends of the puller over the bearing so that the puller contacts the inner ring of the bearing. The bearing separator can be used with the puller to ensure that the pull is made on the inner ring of the bearing.
07-9

2006 Design Assist ance Corporation

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Note:

Many tools are available to assist in dismounting a bearing, such as a bearing splitter. If possible, always use a tool that will direct the dismounting force toward the bearings inner ring. Contact the outer race of a bearing for bearing dismounting only as a last resort.

Lock the puller screw, then rotate the puller until the bearing disengages. Remove the bearing from the shaft, and remove it from the bearing puller, using a soft, clean, lint-free cloth to hold the bearing.

2006 Design Assist ance Corporation

07-10

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Step 6.

Clean the bearing. Using a soft, clean, lint-free cloth, clean the bearing by gently wiping any excess oil or dirt particles off the inner and outer races of the bearing. Return the bearing to its original wrappings and box, if possible, or store in a soft, clean, lint-free cloth in a box in a clean environment, where it will not be damaged by other parts or equipment.

Summary
You have now learned how to cold mount and remove a rolling element bearing, using a mounting sleeve and a bearing puller. Although other tools and devices can be used for mounting and dismounting bearings, the principles are the same. Selecting the appropriate tools is important for optimum results. Proper procedures must be followed, in the appropriate sequence, to prevent bearing damage. Pre-checks must be performed on the bearing, the installation site (shaft), and the environment. The bearing must be handled with care to prevent damage to the inner and outer races. When at all possible, bearings should be removed with the force directed at the inner ring, to prevent damage to the bearings outer race. Learning these principles is important as you proceed to more difficult bearing installation, removal, and maintenance tasks.

Optional Tasks
If an arbor press is available, repeat the exercise by mounting the Single Row Deep Groove Ball Bearing, 6313ZZ onto shaft # 2 position J.

2006 Design Assist ance Corporation

07-11

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Follow-On Exercises
E204-S08, Hot Mounting an Angular Contact Ball Bearing Using a Cone Heater. E204-S09, Removal of Close-Fit Bearing with Bearing Separator.

2006 Design Assist ance Corporation

07-12

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Resources
Basaraba, Bruce M., IPTs Industrial Trades Training Manual. Edmonton, Alberta, Canada: IPT Publishing and Training, Ltd., 1989. Power Transmission Distributors Association, Power Transmission Handbook. 1st ed. Cleveland, Ohio: Penton Custom Publishing Group,1993. Reliability Magazine, June 1996, A Quick Method of Determining Root Causes and Corrective Actions of Failed Ball Bearings. SKF Group, SKF Bearing Maintenance Handbook. Denmark: SKF, 1996. TPC Training Systems, Installing and Replacing Bearings and Shaft Seals. Buffalo Grove, Illinois, 1984. TPC Training Systems, Selecting and Maintaining Bearings. Buffalo Grove, Illinois, 1985.

2006 Design Assist ance Corporation

07-13

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Data Sheet

Shaft Diameter (inches)

1 A B C D 2 3

Bore Diameter (mm)

Measured Spec.

Radial Internal Clearance (inches)

Unmounted Mounted

2006 Design Assist ance Corporation

07-14

Course 204-500 10/11/06

Rolling Element Bearing Maintenance Exercise Guide

Review Questions
Answer the following questions from the Industrial Trades Training Manual, (DAC, #510-000) at the end of Section 4. Circle the correct answer. Name: Date:

#32

W hen mounting dismounting non-separable roller bearings on a shaft the forces must be applied: (a) (b) to the face of the inner ring directly to the face of the outer ring

#33

W hich tool or device should NOT be used for roller bearing work? (a) (b) (c) (d) lead hammer brass hammer hardened steel drifts all of the above

2006 Design Assist ance Corporation

07-15