Rolling Bearings: Bearing Handling
Rolling Bearings: Bearing Handling
Rolling Bearings: Bearing Handling
Bearing Handling
14.2 Mounting
The method of mounting rolling bearings strongly affects their accuracy, life, and performance, so their mounting deserves careful attention. Their characteristics should first be thoroughly studied, and then they should be mounted in the proper manner. It is recommended that the handling procedures for bearings be fully investigated by the design engineers and that standards be established with respect to the following items: (1) Cleaning the bearings and related parts. (2) Checking the dimensions and finish of related parts. (3) Mounting (4) Inspection after mounting. (5) Supply of lubricants. Bearings should not be unpacked until immediately before mounting. When using ordinary grease lubrication, the grease should be packed in the bearings without first cleaning them. Even in the case of ordinary oil lubrication, cleaning the bearings is not required. However, bearings for instruments or for high speed operation must first be cleaned with clean filtered oil in order to remove the anti-corrosion agent.
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D &T iffere = 8 n ce 0 70 C 60 C C
r6
rat
50
C
40
u re
Bore Expansion
Tem
160
pe
p6 n6 m5 k5 j5
C 30
C 20
120
180
250
315
400
Bore Diameter
500 mm
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BEARING HANDLING
14.2.2 Mounting of Bearings with Tapered Bores Bearings with tapered bores are mounted on tapered shafts directly or on cylindrical shafts with adapters or withdrawal sleeves (Figs. 14.4 and 14.5). Large spherical roller bearings are often mounted using hydraulic pressure. Fig. 14.6 shows a bearing mounting utilizing a sleeve and hydraulic nut. Fig. 14.7 shows another mounting method. Holes are drilled in the sleeve which are used to feed oil under pressure to the bearing seat. As the bearing expands radially, the sleeve is inserted axially with adjusting bolts. Spherical roller bearings should be mounted while checking their radial-clearance reduction and referring to the push-in amounts listed in Table 14.1. The radial clearance must be measured using clearance gauges. In this measurement, as shown in Fig. 14.8, the clearance for both rows of rollers must be measured simultaneously, and these two values should be kept roughly the same by adjusting the relative position of the outer and inner rings. When a large bearing is mounted on a shaft, the outer ring may be deformed into an oval shape by its own weight. If the clearance is measured at the lowest part of the deformed bearing, the measured value may be bigger than the true value. If an incorrect radial internal clearance is obtained in this manner and the values in Table 14.1 are used, then the interference fit may
become too tight and the true residual clearance may become too small. In this case, as shown in Fig. 14.9. one half of the total clearance at points and b (which are on a horizontal line passing through the bearing center) and c (which is at the lowest position of the bearing) may be used as the residual clearance. When a self-aligning ball bearing is mounted on a shaft with an adapter, be sure that the residual clearance does not become too small. Sufficient clearance for easy alignment of the outer ring must be allowed.
Minimum Permissible Residual Clearance CN 0.010 0.015 0.025 0.030 0.035 0.045 0.055 0.060 0.070 0.070 0.080 0.090 0.100 0.110 0.120 0.130 0.140 0.160 0.170 0.200 0.220 0.240 0.280 0.310 0.360 C3 0.025 0.030 0.035 0.040 0.050 0.065 0.080 0.100 0.110 0.110 0.130 0.140 0.150 0.160 0.180 0.200 0.220 0.240 0.270 0.310 0.330 0.390 0.430 0.470 0.530
d
over
30 40 50 65 80 100 120 140 160 180 200 225 250 280 315 355 400 450 500 560 630 710 800 900 1 000
incl
40 50 65 80 100 120 140 160 180 200 225 250 280 315 355 400 450 500 560 630 710 800 900 1 000 1 120
max.
0.030 0.035 0.035 0.045 0.055 0.060 0.070 0.080 0.090 0.100 0.110 0.120 0.140 0.150 0.170 0.190 0.210 0.240 0.270 0.300 0.330 0.370 0.410 0.460 0.500
Remarks The values for reduction in radial internal clearance are for bearings with CN clearance. For bearing with C3 Clearance,the maximum values listed should be used for the reduction in radial internal clearance.
Fig. 14.4 Mounting with Adapter Fig. 14.5 Mounting with Withdrawal Sleeve
Oil
b c
Fig. 14.7 Mounting with Special Sleeve Fig. 14.7 and Hydraulic Pressure
Fig. 14.9 Measuring Clearance in Large Spherical Roller Fig. 14.9 Bearing
Large machines, which cannot be turned by hand, can be started after examination with no load, and the power immediately cutoff and the machine allowed to coast to a stop. Confirm that there is no abnormality such as vibration, noise, contact of rotating parts, etc. Powered operation should be started slowly without load and the operation should be observed carefully until it is determined that no abnormalities exist, then gradually increase the speed, load, etc. to their normal levels. Items to be checked during the test operation include the existence of abnormal noise, excessive rise of bearing temperature, leakage and contamination of lubricants, etc. If any abnormality is found during the test operation, it must be stopped immediately and the machine should be inspected. If necessary, the bearing should be dismounted for examination.
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BEARING HANDLING
Although the bearing temperature can generally be estimated by the temperature of the outside surface of the housing, it is more desirable to directly measure the temperature of the outer ring using oil holes for access. The bearing temperature should rise gradually to the steady state level within one to two hours after the operation starts. If the bearing or its mounting is improper, the bearing temperature may increase rapidly and become abnormally high. The cause of this abnormal temperature may be an excessive amount of lubricant, insufficient bearing clearance, incorrect
mounting, or excessive friction of the seals. In the case of high speed operation, an incorrect selection of bearing type or lubricating method may also cause an abnormal temperature rise. The sound of a bearing may be checked with a noise locater or other instruments. Abnormal conditions are indicated by a loud metallic sound, or other irregular noise, and the possible cause may include incorrect lubrication, poor alignment of the shaft and housing, or the entry of foreign matter into the bearing. The possible causes and countermeasures for irregularities are listed in Table 14.2.
14.4 Dismounting
A bearing may be removed for periodic inspection or for other reasons. If the removed bearing is to be used again or it is removed only for inspection, it should be dismounted as carefully as when it was mounted. If the bearing has a tight fit, its removal may be difficult. The means for removal should be considered in the original design of the adjacent parts of the machine. When dismounting, the procedure and sequence of removal should first be studied using the machine drawing and considering the type of mounting fit in order to perform the operation properly. 14.4.1 Dismounting of Outer Rings In order to remove an outer ring that is tightly fitted, first place bolts in the push-out holes in the housing at several locations on its circumference as shown in Fig. 14.10, and remove the outer ring by uniformly tightening the bolts. These bolt holes should always be fitted with blank plugs when not being used for dismounting. In the case of separable bearings, such as tapered roller bearings, some notches should be made at several positions in the housing shoulder, as shown in Fig. 14.11, so the outer ring may be pressed out using a dismounting tool or by tapping it.
14.4.2 Dismounting of Bearings with Cylindrical Bores If the mounting design allows space to press out the inner ring, this is an easy and fast method. In this case, the withdrawal force should be imposed only on the inner ring (Fig. 14.12). Withdrawal tools like those shown in Figs. 14.13 and 14.14 are often used.
Bolt
Plug
Fig. 14.13 Removal of Inner Ring Using Fig. 14.13 Withdrawal Tool (1)
Fig. 14.14 Removal of Inner Ring Using Fig. 14.14 Withdrawal Tool (2)
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Note (1) Intermittent squeal or high-pitch noise may be heard in medium- to large-sized cylindrical roller bearings or ball bearings that are operating under grease lubrication in low-temperature environments. Under such low-temperature conditions, bearing temperature will not rise resulting in fatigue nor is grease performance affected. Although intermittent squeal or high-pitch noise may occur under these conditions, the bearing is fully functional and can continue to be used. In the event that greater noise reduction or quieter running properties are needed, please contact your nearest NSK branch office.
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BEARING HANDLING
In both cases, the claws of the tools must substantially engage the face of the inner ring; therefore, it is advisable to consider the size of the shaft shoulder or to cut grooves in the shoulder to accommodate the withdrawal tools (Fig. 14.14). The oil injection method is usually used for the withdrawal of large bearings. The withdrawal is achieved easily by mean of oil pressure applied through holes in the shaft. In the case of extra wide bearings, the oil injection method is used together with a withdrawal tool. Induction heating is used to remove the inner rings of NU and NJ types of cylindrical roller bearings. The inner rings are expanded by brief local heating, and then withdrawn (Fig. 14.15). Induction heating is also used to mount several bearings of these types on a shaft.
14.4.3 Dismounting of Bearings with Tapered Bores When dismounting relatively small bearings with adapters, the inner ring is held by a stop fastened to the shaft and the nut is loosened several turns. This is followed by hammering on the sleeve using a suitable tool as shown in Fig. 14.18. Fig. 14.16 shows one procedure for dismounting a withdrawal sleeve by tightening the removal nut. If this procedure is difficult, it may be possible to drill and tap bolt holes in the nut and withdraw the sleeve by tightening the bolts as shown in Fig. 14.17. Large bearings may be withdrawn easily using oil pressure. Fig. 14.19 illustrates the removal of a bearing by forcing oil under pressure through a hole and groove in a tapered shaft to expand the inner ring. The bearing may suddenly move axially when the interference is relieved during this procedure so a stop nut is recommended for protection. Fig. 14.20 shows a withdrawal using a hydraulic nut.
14.5.2 Inspection and Evaluation of Bearings After being thoroughly cleaned, bearings should be examined for the condition of their raceways and external surfaces, the amount of cage wear, the increase in internal clearance, and degradation of tolerances. These should be carefully checked, in addition to examination for possible damage or other abnormalities, in order to determine the possibility for its reuse. In the case of small non-separable ball bearings, hold the bearing horizontally in one hand, and then rotate the outer ring to confirm that it turns smoothly. Separable bearings such as tapered roller bearings may be checked by individually examining their rolling elements and the outer ring raceway. Large bearings cannot be rotated manually; however, the rolling elements, raceway surfaces, cages, and contact surface of the ribs should be carefully examined visually. The more important a bearing is, the more carefully it should be inspected. The determination to reuse a bearing should be made only after considering the degree of bearing wear, the function of the machine, the importance of the bearings in the machine, operating conditions, and the time until the next inspection. However, if any of the following defects exist, reuse is impossible and replacement is necessary. (a) When there are cracks in the inner or outer rings, rolling elements, or cage. (b) When there is flaking of the raceway or rolling elements. (c) When there is significant smearing of the raceway surfaces, ribs, or rolling elements. (d) When the cage is significantly worn or rivets are loose. (e) When there is rust or scoring on the raceway surfaces or rolling elements. (f) When there are any significant impact or brinell traces on the raceway surfaces or rolling elements. (g) When there is significant evidence of creep on the bore or the periphery of the outer ring. (h) When discoloration by heat is evident. ( i ) When significant damage to the seals or shields of grease sealed bearings has occurred.
Withdrawal Claw
Fig. 14.15 Removal of Inner Ring Using Fig. 14. 15 Induction Heater
Fig. 14.16 Removal of Withdrawal Fig. 14.17 Removal of Withdrawal Fig. 14 .16 Sleeve Using Withdrawal Nut (1) Fig. 14.17 Sleeve Using Withdrawal Nut (2)
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BEARING HANDLING
14.6.2 Bearing Failures and Countermeasures In general, if rolling bearings are used correctly they will survive to their predicted fatigue life. However, they often fail prematurely due to avoidable mistakes. In contrast to fatigue life, this premature failure is caused by improper mounting, handling, or lubrication, entry of foreign matter, or abnormal heat generation. For instance, the causes of rib scoring, as one example of premature failure, may include insufficient lubrication, use of improper lubricant, faulty lubrication system, entry of foreign matter, bearing mounting error, excessive deflection of the shaft, or any combination of these. Thus, it is difficult to determine the real cause of some premature failures. If all the conditions at the time of failure and previous to the time of failure are known, including the application, the operating conditions, and environment; then by studying the nature of the failure and its probable causes, the possibility of similar future failures can be reduced. The most frequent types of bearing failure, along with their causes and corrective actions, are listed in Table 14.3.
Type of Failure
Scoring Scoring or smearing between raceway and rolling surfaces.
Probable Causes
Countermeasure
Inadequate initial lubrication, excessively hard grease and high acceleration when starting. Raceway rings are not parallel and excessive speed. Inadequate lubrication, incorrect mounting and large axial load.
Spiral scoring or smearing of raceway surface of thrust ball bearing. Scoring or smearing between the end face of the rollers and guide rib. Cracks Crack in outer or inner ring.
Correct the mounting, apply a preload, or select another bearing type. Select proper lubricant and modify the mounting.
Excessive shock load, excessive interference in fitting, poor surface cylindricality, improper sleeve taper, large fillet radius, development of thermal cracks and advancement of flaking. Advancement of flaking, shock applied to the rib during mounting or dropped during handling. Abnormal loading of cage due to incorrect mounting and improper lubrication.
Examine the loading conditions, modify the fit of bearing and sleeve. The fillet radius must be smaller than the bearing chamfer.
Fractured cage.
Reduce the mounting error and review the lubricating method and lubricant.
Indentations Indentations in raceway in same pattern as rolling elements. Indentations in raceway and rolling elements. Abnormal Wear False brinelling (phenomenon similar to brinelling) Vibration of the bearing without rotation during shipment or rocking motion of small amplitude. Slight wear of the fitting surface. Penentration by foreign matter, incorrect lubrication, and rust. Insufficient interference or insufficient tightening of sleeve. Secure the shaft and housing, use oil as a lubricant and reduce vibration by applying a preload. Increase interference and apply oil. Improve the seals, clean the housing, and use a clean lubricant. Modify the fit or tighten the sleeve Shock load during mounting or excessive load when not rotating. Foreign matter such as metallic chips or sand. Use care in handling.
Clean the housing, improve the seals, and use a clean lubricant.
Type of Failure
Flaking Flaking of one-side of the raceway of radial bearing.
Probable Causes
Countermeasure
Wearing of raceway, rolling elements, rib, and cage.
A loose fit should be used when mounting the outer ring of free-end bearings to allow axial expansion of the shaft. Correct the faulty housing. Seizure
Creep
Flaking of the raceway in symmetrical patterm. Flaking pattern inclined relative to the raceway in radial ball bearings. Flaking near the edge of the raceway and rolling surfaces in roller bearings. Flaking of raceway with same spacing as rolling elements.
Improper muonting, deflection of shaft, inadequate tolerances for shaft and housing.
Use care in mounting and centering, select a bearing with a large clearance, and correct the shaft and housing shoulder.
Review the internal clearance and bearing fit, supply an adequate amount of the proper lubricant and improve the mounting method and related parts.
Electric Burng Fluting or corrugations. Melting due to electric arcing. Install a ground wire to stop the flow of electricity or insulate the beaning.
Large shock load during mounting, rusting while bearing is out of operation for prolonged period. Insufficient clearance, excessive load, improper lubrication, rust, etc. Excessive preload.
Use care in mounting and apply a rust preventive when machine operation is suspended for a long time. Select proper fit, bearing clearance, and lubricant. Adjust the preload.
Corrosion & Rust Rust and corrosion of fitting surfaces and bearing interior. Condensation of water from the air, or fretting. Penetration by corrosive substance(especially varnish-gas, etc). Use care in storing and avoid high temperature and high humidity, treatment for rust prevention is necessary when operation is stopped for long time. Selection of varnish and grease.
Premature flaking of raceway and rolling elements. Premature flaking of duplex bearings.
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