Bearing Mounting - SKF Drive Up Method

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Cold mounting

The SKF Drive-up method Fig. 21

The SKF Drive-up method is recommended for


medium-size and large bearings. The method is
based on a two-stage mounting procedure d
using a hydraulic nut fitted with a dial indicator. 2
Stage one: by applying a predetermined
pressure in the hydraulic nut, a reliable start a
position is reached.
Stage two: by increasing the pressure in the
hydraulic nut, the bearing inner ring is pushed
further on its tapered seat. The displacement is
measured by the dial indicator, until a predeter-
mined axial displacement is obtained. Guideline
values for the requisite oil pressure to reach the
start position and the axial displacement to
reach the final position are provided for: c

… self-aligning ball bearings in Appendix H-1


(† page 406)
… spherical roller bearings in Appendix H-2 b
(† page 407)
… CARB toroidal roller bearings in
Appendix H-3 († page 411)

The SKF Drive-up method requires the follow-


ing tools († table 1 and fig. 21):

… an SKF HMV ..E or HMVC ..E hydraulic nut (a)


… a suitably sized hydraulic pump (b)
… a pressure gauge, appropriate to the mounting
conditions (c)
… an appropriate dial indicator (d)

57
Mounting rolling bearings

The SKF Drive-up method: Step-by-step 4 Coat the sliding surfaces with a thin layer of
1 Before starting, carefully follow the guidelines light oil and place the bearing on the tapered
provided under Preparations prior to mount- shaft or sleeve.
ing, starting on page 46, and apply where 5 Screw the hydraulic nut onto the thread of the
appropriate. shaft or sleeve so that it abuts the bearing or
2 Determine whether one or two surfaces slide the withdrawal sleeve († fig. 23).
during mounting († fig. 22):
NOTE: Detailed mounting instructions, spe-
– one surface: cases 1, 2 and 3 cific to the bearing designation can be found
– two surfaces: cases 4 and 5 at www.skf.com/mount.

3 Check whether the bore diameter of the bear-


ing and the thread diameter of the hydraulic
nut are equal († fig. 22: cases 1, 3 and 4). If
so, the requisite oil pressure to reach the start
position is provided for:

– self-aligning ball bearings in Appendix H-1


(† page 406)
– spherical roller bearings in Appendix H-2
(† page 407)
– CARB toroidal roller bearings in
Appendix H-3 († page 411)

If the bore diameter of the bearing and the


thread diameter of the hydraulic nut are not
equal († fig. 22: cases 2 and 5), the requis-
ite oil pressure to reach the start position
must be adjusted, as a smaller hydraulic nut
is used than that shown for the appropriate
bearing. In these cases, the requisite oil pres-
sure can be calculated from

Aref
Preq =  Pref
Areq

where
Preq = requisite oil pressure for the actual
hydraulic nut [MPa]
Pref = oil pressure specified for the reference
hydraulic nut [MPa]
Areq = piston area of the actual hydraulic
nut [mm2]
Aref = piston area of the specified reference
hydraulic nut [mm2]

The appropriate values for Pref, Areq and Aref


are listed in the above-mentioned appen-
dices.

58
Cold mounting

Fig. 22

Steps 2 and 3: Determine the number of sliding surfaces and appropriate starting pressure.

case 1 case 2 case 3

case 4 case 5

Fig. 23

Step 5: Put the hydraulic nut in place.

Tapered shaft Adapter sleeve Withdrawal sleeve

59
Mounting rolling bearings

Fig. 24

Step 6: Apply the requisite pressure to reach the start position.

Fig. 25

Step 7: Read the axial displacement from the dial indicator.

Fig. 26

Step 9: Drain the oil from the hydraulic nut.

60
Cold mounting

6 Connect the oil pump with the hydraulic nut. 10 Disconnect the oil pump and remove the nut
Drive the bearing to its start position by ap- from the shaft or sleeve. The bearing will not
plying oil to the hydraulic nut until the come loose.
requisite pressure is reached. Do not release 11 Secure the bearing on its shaft seat or on the
the pressure († fig. 24). sleeve, e.g. using the appropriate locking 2
device († fig. 27).
NOTE: When mounting the bearing in com-
bination with the oil injection method, do not
inject oil between the contact surfaces be-
fore having reached the start position.

7 Attach the dial indicator to the hydraulic nut.


Set the dial indicator to the required drive-
up distance. Pump additional oil to the hy-
draulic nut until the bearing has been driven
up the required distance and the dial indica-
tor reads zero († fig. 25).

NOTE: If the oil injection method is used,


open the oil release valve of the oil pump(s)
used for the oil injection (to the shaft or
sleeve) and allow the oil to drain for at least
20 minutes.

8 When mounting is complete, open the oil


release valve of the oil pump to depressurize
the oil.
9 To drain the oil, bring the piston of the
hydraulic nut to its original position. To do
this, screw the nut up the threaded portion
of the shaft or sleeve († fig. 26).

Fig. 27

Step 11: Secure the bearing on its shaft seat or on the sleeve.

Tapered shaft Adapter sleeve Withdrawal sleeve

61

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