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Factors to Consider
Bearings are very precise and their mounting requires careful attention. The
following items must be considered:
Cleaning related parts.
Dimensions and finish of related parts.
Mounting procedures.
Inspection after mounting.
Supply of lubricants.
Pre-lubricated bearings and bearings lubricated with ordinary oil or grease should not be
washed before installation. The preservative used on the bearing to protect it during storage
is compatible with most lubricants.
Bearings used for instruments or high speed applications, such as machine tool bearings,
can be washed before installation to remove the anti-corrosion agent used in manufacturing.
These bearings must be washed in clean, filtered oil and protected from corrosion until they
are installed and lubricated.
Bearing mounting methods depend on bearing type and the type of fit. As bearings are
usually used with rotating shafts, the inner rings require a tight fit. Bearings with cylindrical
bores are usually mounted by pressing through the inner ring on the shafts or heating them
to expand their diameter. Bearings with tapered bores can be mounted directly on tapered
shafts or on cylindrical shafts by using tapered sleeves.
Press Fits
Fitting with a press is widely used for small bearings. Before mounting, oil should be applied
to the fitted shaft surface to make insertion smoother. A mounting tool is placed on the inner
ring. The mounting tool must not be placed on the outer ring for press mounting, because
this may damage the bearing. The bearing is then slowly pressed onto the shaft until the side
of the inner ring rests against the shoulder of the shaft.
Using a hammer for mounting should only be done if pressing equipment is not
available. Any time a hammer is used, a mounting tool must be placed on the inner
ring. For tight interference fits or for medium and large bearings, a hammer should
never be used.
When both the inner and outer rings of non-separable bearings, such as deep groove ball
bearings, require a tight fit, a mounting tool should be placed on both rings and both rings
fitted at the same time using a screw or hydraulic press.
When mounting separable bearings, such as cylindrical roller bearings and tapered roller
bearings, the inner and outer rings may be mounted separately.
Shrink Fits
Shrink fitting is often used to avoid the large force involved in press fitting large bearings.
This method eliminates the need to impose excessive force on the bearings. For shrink
fitting, the bearings are first heated in oil, or in an induction heater, to expand them, then
mounted and allowed to cool.
After mounting, the bearings will shrink in the axial direction as well as the radial direction
while cooling. Therefore, while mounting, press the bearing firmly against the shaft shoulder
to avoid excessive clearance between the bearing and the shoulder.
Bearings with tapered bores can be mounted on tapered shafts directly or on cylindrical
shafts by using tapered adapter or withdrawal sleeves. Large spherical bearings are often
mounted using hydraulic pressure. One method is a sleeve with a hydraulic nut. The other
uses a sleeve with pressurized oil. Holes drilled in the sleeve are used to feed oil under
pressure to the bearing seat. As the bearing expands radially, the sleeve is inserted axially
with adjusting bolts.
The internal clearance of a tapered bore bearing varies with the tightness of the
interference fit. It is necessary to check the clearance often as the bearing is being
mounted. The bearing should be pressed until the reduction of radial clearance is
within the proper range.
Radial internal clearance can be measured during mounting using a feeler gauge or
other appropriate gauges. In this process, the clearances for both rows of rollers must be
measured simultaneously and the two values kept roughly the same by adjusting the relative
position of the outer and inner rings. The average of the two rows may be used as the
residual internal clearance.
In large bearings (over 200mm), the outer ring may deform slightly into an elliptical shape due
to its own weight. In this case, measurements are taken differently than with smaller bearings.
MOUNTING A SELF-ALIGNING BALL BEARING ON AN ADAPTER SLEEVE