HOW TO PREPARE ROLLING BEARING FOR MOUNTING
2.1.1 Working Planning
Know in advance what you are going to do so that the mounting work can proceed in a
straightforward manner. Study the shop drawing to acquaint you with the design details
of the application and the assembly sequence. Phase the individual operations and get
reliable information on heating temperatures, mounting forces and the type and the
amount of greases to be packed into the bearing. Whenever the installation and removal
of rolling bearing necessitates special measures the fitter should be provided with
comprehensive instructions on mounting details, including topics such as the means of
transport for the bearing, the mounting equipment, measuring devices, heating facilities
and type and quantity of lubricant.
2.1.2 Before starting mounting
Before starting mounting the fitter should satisfy himself that bearing number stamped on
the package agrees with the designation given on the drawing and in part list. He should
therefore be familiar with the bearing numbering and identification system.
2.1.3 Handling of rolling bearings before mounting:
Before being packed, the bearings are coated with preservative oil, which prevents corrosion.
The oil does not need to be washed out when mounting the bearing. In service, the oil
combines with the bearing lubricant. Do not perform any modifications on the bearings.
Subsequent drilling of lubricating holes, machining of grooves, flats and the like will disturb
the stress distributions in the ring resulting in premature bearing failure. There is also the risk
of chips or grit entering the bearing.
2.1.4 Cleanliness in mounting
An absolute “must” for the proper fitting of roller bearings is working in clean
surroundings. The tools to be used should be free from dirt & fillings. In the room where the
fittings of the bearings are carried out it is absolutely essential to avoid machining with metal
cutting tools. If, despite these precautions, bearings get dirty by improper handling, they must not
be rotated because even the smallest particles penetrating into the bearing will damage the races
and in this way the service life of the bearing will be considerably reduced.
Attention should also be given to the cleanliness of shaft, housing and any other mating
parts. Castings must be free from sand. After cleaning the housing bore should receive a
protective coating. Bearing seats on the shaft and in housing bore should be carefully cleaned
from antirust components and residual paint. Turned parts must be free from burr and sharp
edges.
2.1.5 Surrounding parts
All surrounding parts should be carefully checked for dimensional and geometrical
accuracy before starting mounting. Non-observance of the tolerances for shaft and housing seat
diameters, out of roundness of these parts, out of square of abutment shoulders etc. impair
bearing performances and lead to premature failure is not always easy to establish and much time
can be lost in looking for the cause of failure.
2.2 Fits
Good bearing performance is largely depending on adherence to the fits specified for the
two rings in the drawing. No one can give a straight answer to the questions of the “right” fit.
Indeed the selection of fits is determined by the operating conditions of the machines and the
design characteristics of the bearing mounting.
Basically, both rings should be well supported over their seating areas and should
therefore be tight fits. This, however, can not be used in all cases, since other factors, such as
axial freedom of the floating bearing or easy mounting must also be taken into consideration.
The interference produced by tight fits expends the inner ring and contracts the outer ring
resulting in a reduction of redial clearance. Hence the radial clearance should be adapted to the
fits. The shaft and housing tolerances should be checked. A too loose fit causes the ring to creep
on the shaft, which tends to damage both ring and shaft. It also affects the working accuracy of
the machine or causes premature raceway fatigue from poor support. On the other hand, to tight a
fit leads to a reduction in radial clearance, which might result in detrimental preload and hot
running of the bearing. The seating areas must, moreover, be checked for out of round in
addition to diameter. As the walls of the rolling bearings are relatively thin, possible poor
geometry of shaft or housing is transmitted to the raceways. Out of round and deviation from
true parallelism and taper should not exceed half the specified diameter tolerance.
For Radial bearings with cylindrical bore of normal precision class. (Tapered &
Cylindrical Bearings)
Several factors like the type and magnitude of bearing load, temperature difference,
method of bearing mounting and dismounting should be taking into consideration while
selecting the proper fit.
The recommended tolerances for shaft and housing for common applications are given
below as general guide lines:
Operating Type of rotationLoad Type of fitting
Condition Inner Ring Outer RingConditions Inner Ring Outer RingRotationStationaryRotating inner Tight Fit Loose Fit
ring load
Stationary outer
ring load
StationaryRotationStationaryRotationRotating inner Tight Fit Loose Fit
ring load
Stationary outer
ring load
RotationStationaryDirect of Rotating or Rotating orDirection of Tight Fit Tight Fit
load StationaryStationaryload
indeterminate indeterminate
due to
variation of
direction
TABLE – RECOMMENDED SEATING FITS FOR SHAFTS*
Load ConditionsExamplesShaft Diameter (mm)
Shaft Tolerances Cylindrical Roller & Taper
Roller BearingsRotatingOuter Ring
LoadEasy axial
displacement
of inner ring
on shaftdesirableWheels on Stationary
AxlesAll Shaft Diameters‘g6
Easy axial
displacement
of inner ring
on shaftunnecessaryTension Pulleys and RopeSheaves‘h6
Rotating
inner Ring
Load or
Direction of
Load
Indeterminate
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