Bearing Installation and Handling - CWEA Installation Handling... · Bearing Installation ... bearing system performancebearing system performance ... Freeze tight fittingFreeze tight

Bearing Installation Bearing Installation and Handling and Handling gg

[Presenter Name]

Timken Technical & Commercial Training

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TopicsRemove BearingsRemove Bearings Install Bearings Lubrication Lubrication Handling and Storage

Bearing Handling and Maintenance – T60

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The Importance of Proper InstallationEnsure safetyEnsure safety Simplify and speed the processMake full use the bearing’s load capacityMake full use the bearing s load capacity Get the longest possible bearing life

P t i f t i i th iPrevent rings from turning on or in their seats under load


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Safety Warning

Proper maintenance and h dli ti iti lhandling practices are critical.

Failure to follow installation instructions and to maintaininstructions and to maintain

proper lubrication can result in equipment failure creating a risk

f i b dil hof serious bodily harm.


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Start With a Clean Work AreaClean the work area of debris or dirt thatClean the work area of debris or dirt that

could find it’s way into the bearingWipe any surface where the bearing willWipe any surface where the bearing will

be placed to avoid contaminating the greaseg


Removing BearingsRemoving Bearings


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Remove BearingGuillotine pullerGuillotine puller


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Remove BearingGuillotine pullerGuillotine puller


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Remove BearingRotate cone by handRotate cone by hand


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Remove BearingManual driversManual drivers


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Remove BearingDrive bearing off the shaftDrive bearing off the shaft


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Remove BearingDrive bearing off the shaftDrive bearing off the shaft


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Remove BearingKeep your tools organizedKeep your tools organized


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Remove BearingPullersPullers


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Remove Bearing Puller with hydraulicPuller with hydraulic

assist


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Remove Bearing Maintain alignment:Maintain alignment:

Apply force to tight fitted member


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Clean BearingCleaning bearing componentsCleaning bearing components


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Clean BearingCleaning bearing componentsCleaning bearing components


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Clean BearingAlkali cleanersAlkali cleaners

– 2-3 ounces per gallon of heated water typical mixtureyp

KeroseneOther commercial cleaners / solvents

– Environmental friendly cleaners are available


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Clean BearingBlow solvent out of bearingBlow solvent out of bearing


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Clean Bearing

Warning!Never spin a bearing with compressed air. The rollers may be forcefully expelled creating a risk offorcefully expelled creating a risk of serious bodily harm.


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Inspecting BearingsVisual inspectionVisual inspection


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Inspecting BearingsChecking for spallsChecking for spalls


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Inspecting BearingsChecking for spallsChecking for spalls

Bearing Handling and Maintenance – T60Click for a closeup

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Uneven Wear PatternsDo not mix new with used componentsDo not mix new with used components

Old CupOld Cup

New Cone

Original Wear

New Wear Pattern

O g a eaPattern


Installing BearingsInstalling Bearings


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Prepare for InstallationCheck for debrisCheck for debris


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Prepare for InstallationClean and wipe out gear caseClean and wipe out gear case


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Prepare for Installation Inspect and prepare the shaft Inspect and prepare the shaft


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Prepare for Installation Inspect and prepare the shaft Inspect and prepare the shaft


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Prepare for Installation Inspect and prepare the bearing seat Inspect and prepare the bearing seat


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Inspect and prepare the bearing seat

Prepare for Installation Inspect and prepare the bearing seat


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Inspect and prepare the bearing seat

Prepare for Installation Inspect and prepare the bearing seat


TCK9

Slide 33

TCK9 The bearing is backwardsTim Kraft, 8/22/2006

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Check DimensionsCheck housing boreCheck housing bore


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Check DimensionsCheck shaftCheck shaft


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Optional Section12 point Shaft & Housing12-point Shaft & Housing

Measurement Procedure

Click the bullet to view this section, click anywhere else to skip it.


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Bottom linePrecision bearings require proper supportPrecision bearings require proper supportShaft and housing condition is critical to

bearing system performancebearing system performanceRemember, a bearing is only as good as

the shaft it’s mounted on, and thethe shaft it s mounted on, and the housing it’s mounted in


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Check Shaft Shoulder Fillet Radius


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Check Shaft Shoulder Fillet Radius


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Shaft Fillet & Shoulder DiameterShaft Fillet & Shoulder Diameter

Shaft fillet diameter too large

Shoulder diameter too small


Shoulder diameter too large

Correct shaft shoulder diameter and fillet

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Install the Bearing Pregrease sealPregrease seal


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Install the BearingDriversDrivers

Cup (Outer Ring) Drivers

Cone (Inner Ring) Driver


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Install the BearingPress bearings in through the facePress bearings in through the face


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Install the BearingDrive the bearing onDrive the bearing on


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Install the BearingDrive the bearing onDrive the bearing on


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Heat / Chill BearingsFreeze tight fittingFreeze tight fitting

outer rings to help installation in housinggChill limits (lowest)

• Standard product:• Standard product:-65°F (-54°C)Use dry ice in alcohol bath

• Precision product: -20°F (-29°C)Use freezer


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Heat / Chill BearingsHeat or chill bearingsHeat or chill bearings

to ease installationsHeat limits (maximums)Heat limits (maximums)

• Standard product, metallic cage, no seals:200°F (93°C) for 24 hours 250°F (121°C) for 8 hours

• Standard product, nonmetallic cage and polymer or elastomer seals:polymer or elastomer seals: 200°F (93°C) 24 hours

• Precision product:


p150°F (66°C) 24 hours

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Heating BearingsOil bath methodOil bath method

– Temperature: < 250°F – Duration: varies according to sizeDuration: varies according to size– 15 minutes to two hours soak time

Non-conductive Bearing Support BlockHigh Flash

Point Oil

Flame Burner

Bearing Held From Bottom By Screen


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Heating BearingsHeating lampHeating lamp


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Heating Bearings Induction Heating Induction Heating


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Heating Bearings Induction Heater Induction Heater


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Heating BearingsAvoid using a torchAvoid using a torch

to heat bearings


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Heating BearingsHandling hot bearingHandling hot bearing


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Heating BearingsHandling hot bearingHandling hot bearing


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Heating BearingsHold bearing in position while coolingHold bearing in position while cooling


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Heating BearingsCooling bearingCooling bearing


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Protect the Bearing


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Check Fit 0 002” ( 05 mm) shim stock / feeler gage 0.002 (.05 mm) shim stock / feeler gage


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Lubricating BearingsLubricating Bearings


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LubricationThe lubricant reduces friction betweenThe lubricant reduces friction between

mating surfacesHelps to keep the bearings and theHelps to keep the bearings, and the

equipment, running coolerProtects bearingsProtects bearings

from debris and corrosion.


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LubricationSelect the right type and grade of greaseSelect the right type and grade of greaseWhen regreasing, ensure that the new

grease is compatible with the existinggrease is compatible with the existing grease in the bearing


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LubricationPlace grease in your hand and work itPlace grease in your hand and work it

through the rolling elements


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Lubricating the BearingMechanical grease packersMechanical grease packers


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Lubricating the BearingMechanical grease packersMechanical grease packers


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Lubricating the Bearing: Grease Fill Do not overgrease!Do not overgrease!

– Fill roller bearings from 1/3 to 2/3 of their free volume

Over-lubricated and 100

C°

Over-lubricated or incorrectly lubricated

incorrectly lubricated

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Tem

p C

Proper lubrication

0

lubrication


Time

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Install the Bearing


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Install the Bearing


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Install the Bearing Ensure bearing isEnsure bearing is

flush with shaft shoulder


.002” feeler gage

Storing BearingsStoring Bearings


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Protecting the Bearings


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Storing Bearings


Bearing AdjustmentBearing Adjustment


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Adjusting Bearings Some bearings areSome bearings are

“adjustable” … the distance between the rolling l t d

Tapered Rollerelements and raceways

can be set during installation

Roller Bearing

For non-adjustable bearings, you can slightly modify the rollingmodify the rolling element/raceway clearance through an interference fit

Ball Bearing


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Shaft and Housing Dimensions SizeSize

– OD tolerance

Roundness– One-half OD

tolerance

StraightnessStraightness– One-half OD

tolerance


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Ensure Proper Shaft Tolerances


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Proper Shaft and Housing ConditionsProvide bearing supportProvide bearing support

– Effective capacityPrevent relative motionPrevent relative motion

– Holding torqueMinimize component frettingMinimize component fretting

– Limit wear Improve machine operationImprove machine operation

– Limit runout / vibration


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Important Shaft and Housing AttributesSizeSize

– Average diameterFormForm

– Roundness, straightness (taper)Surface roughnessSurface roughness

– Topography


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Surface Finish Requirements

ShaftStraight Tapered

63 rms 50 rms

Fixed FloatHousing

125 rms 63 rms


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Roundness and StraightnessRoundness and StraightnessTolerance RequirementsRoundness equals one half of sizeRoundness equals one half of size

tolerance 80% conformity required80% conformity required


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Correct Shaft Mounting Equal supportEqual support

– minimum 80% conformity

Effective holding torque Minimal fretting


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Stepped Shaft Installation Uneven supportUneven support High wear potential Exaggerated loadinggg g Inner ring axial bending Reduced holding torque


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Bowed Shaft Installation Uneven supportUneven support Exaggerated loading Inner ring axial bendingg g Reduced holding torque


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Hollow Shaft Installation Exaggerated loadingExaggerated loading Inner ring axial bending Extreme uneven supportpp Reduced holding torque


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Tapered Shaft Installation Exaggerated loadingExaggerated loading Inner ring axial bending Uneven supportpp Reduced holding torque


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Irregular Shaft Installation Exaggerated loadingExaggerated loading Uneven support Limited holding torqueg q High wear potential


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Optional TopicsTapered Bearing AdjustmentTapered Bearing Adjustment

Multiple-Row Spacer Bearing Adjustment

TDO Bearing Measurement

Click a bullet item to jump to that section of the presentation, click anywhere else for the next slide.


Bearing Installation Bearing Installation and Handling and Handling gg


Optional ContentOptional Content


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Roller Scoring


1212--point Shaft point Shaft and Housingand Housingand Housing and Housing Measurement Measurement ProcedureProcedure


ProcedureProcedure

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12-Point Process Requirements Clean environmentClean environment

Calculation data sheet

Precision straight-edge sine bar Precision straight-edge, sine bar

Application shaft size and tolerance

Application housing size and tolerance Application housing size and tolerance

Two-point diameter gages accurate to .0001” (.003 mm)( )


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Select three measurement planes todefine bearing housing / shaft contactdefine bearing housing / shaft contact

Plane B

Plane C

Plane A

Plane B


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Identify four angular positions within each plane for diameter measurementeach plane for diameter measurement

0º45º

90º

135º135

0º 45º

90º


135º

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12-Point Measurement Worksheet

Application : Machine : #1Press roll

Measured by : Ken Holmes Date : 2/2/04

Maximum 12.6023 (in.) Maximum 22.8379 (in.)Bore = 12.5984 (in.) Minimum 12.6008 (in.) Minimum 22.8351 (in.)O.D. = 22.8346 (in.) Tolerance 0.0015 (in.) Tolerance 0.0028 (in.)Width = 8.1890 (in.) Form 0.00075 (in.) Form 0.00140 (in.)

23264YMBW507C08Bearing Shaft Housing

SHAFTSIZE

Plane Average Round Taper0� 45� 90� 135� (in.) (in.) Planes (in.)

A 12.6008 12.6012 12.6020 12.6015 12.6014 0.00120 A-B 0.00097

B 12 6018 12 6030 12 6023 12 6023 12 6024 0 00120 B C 0 00217

Angular Measurement FORM

B 12.6018 12.6030 12.6023 12.6023 12.6024 0.00120 B-C 0.00217

C 12.5995 12.6002 12.6008 12.6002 12.6002 0.00130 A-C 0.00120

HOUSINGSIZE

Plane Average Round Taper0� 45� 90� 135� (in.) (in.) Planes (in.)

Angular Measurement FORM

A 22.8356 22.837 22.8360 22.8364 22.8363 0.00140 A-B 0.00115

B 22.8346 22.8356 22.8352 22.8350 22.8351 0.00100 B-C 0.00303

C 22.8376 22.8384 22.8381 22.8384 22.8381 0.00080 A-C 0.00187The red-shaded range identifies the out-of-tolerance condition.


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Confirm surface topographyConfirm surface topography across bearing seat


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Prussian blue and precision straight edge or sine bar confirmsstraight edge or sine bar confirms surface topography

Check in angular planes

80% conformity required80% co o y equ ed


Click anywhere toreturn to the presentation

Tapered Roller Bearing Tapered Roller Bearing Adjustment Adjustment jj


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Tapered Bearing AdjustmentH i

Internal Axial Cl E d l

Housing

Clearance: Endplay


Shaft

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Bearing Adjustment


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Bearing Adjustment

Clearance

End Play ( Shaft Movement

Relative to Housing)

Seated Bearing

Position 1Position 1Right BearingSeated

Position 2Left Bearing Seated

UnseatedBearing


Seated

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Bearing Adjustment

SeatedBearing

SeatedBearing

N Sh ft

NoClearance

No Clearance

No Shaft Movement


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Bearing Adjustment

No internal axial

Housing

Line-to-Line ContactNo internal axial

clearance: PreloadContact

Sh ft


Shaft

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Bearing AdjustmentRemoveShi T

Remove Shims To Shims To

CompressThe System

Shims To Compress

The System


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Bearing Adjustment

Load exerted by

housingLoad

Exertedb gby

Housing


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Bearing Adjustment

Internal Clearance

Zero Cl

Preload Excessive P l dClearance

(Endplay) Clearance Preload


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Bearing Adjustmente

Relative LifeVs.

Operating Bearing

Incr

ease

Operating BearingSettings

ive

Life

IR

elat


Preload Endplay

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BearingBearing Adjustment Using a dialUsing a dial

indicator while pushing / pulling th b ithe bearing


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Bearing AdjustmentNeed to oscillate the bearing so theNeed to oscillate the bearing so the

rollers climb the taper and fully seat against the large ribg g


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Bearing AdjustmentUse torque wrench to check rolling torqueUse torque wrench to check rolling torque


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Bearing Adjustment

Pull (pounds)

Gear radius (inches) X Pull pounds)


Torque ((inch/pounds)

116Click anywhere toreturn to the presentation

Bearing Adjustment


MultipleMultiple--Row Row Spacer Bearings Spacer Bearings p gp g


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Multiple-Row Bearings

TDI


TDO

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Multiple-Row Bearing ApplicationsUsually mounted with tight fitted conesUsually mounted with tight fitted cones

on rotating shafts– Where cones can be loose fitted, may wantWhere cones can be loose fitted, may want

to use a TDI at one position (can use TDO at other)

One bearing commonly "fixed" and one "float“

Click to learn more about fixed


Click to learn more about fixed and float bearings

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Preset AssembliesSpacer bearingsSpacer bearings

– Bench Endplay or Bench Preload, the endplay or preload measured on the bench p y pin manufacturing facility


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Preset AssembliesSpacer bearingsSpacer bearings

– Components are not interchangeable– Components are supplied as "matched"Components are supplied as matched

assemblies– Identified by cone part

b & bl * bnumber & assembly* number

* Not inscribed on the bearing


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Preset AssembliesSpacer bearingSpacer bearing

assembly number

5 6 6 9 0 2 A 1

Class *Sequential numberCone

number

Indicates Assembly

Various Meanings (county, etc.)


* For bearings made after mid 1990s only. Prior to that, a random number.

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566 - 902A2– (2) 566 cones TDO(2) 566 cones– (1) 563D cup– (1) X2S-566 cone spacer

TDO

– Bench endplay (BEP) = 0.008” (0.20mm)– Inspection = 20024


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566 - 902A1– Same components and TDOSame components and

inspection– Bench preload (BPL) = 0.001” (0.03 mm)

TDO


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Measuring Bench Endplay / Preload Preset Assemblies Spacer BearingsPreset Assemblies - Spacer Bearings1. Measure bearing on bench

(drop method): B = (AB + CB) AC(drop method): B = (AB + CB) - AC

566 902A2


566 - 902A2

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Measuring Bench Endplay / Preload Preset Assemblies Spacer BearingsPreset Assemblies - Spacer Bearings2. Determine spacer length


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Measuring Bench Endplay / Preload Preset Assemblies Spacer BearingsPreset Assemblies - Spacer Bearings3. Mark assembly components with serial

numbernumber


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Mounted Setting Endplay or preload in a mounted bearingEndplay or preload in a mounted bearing

as a result of changes in lateral due to tight cone or cup fits, or bothg p ,


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Operating SettingAmount of endplay or preload in aAmount of endplay or preload in a

bearing system at operating conditions



Bench End PlayEstablish Bench End PlayEstablish Bench End Play

– Chosen for desired performance

Operating Setting = BEP - -

lateral loss due to thermal

changes

lateral loss due to fits

changes



Fixed/Float Bearings

Fixed Bearing Float Bearing

Restrained from axial movement

Able to move or “float” axially


axial movement float axially

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25 years later, I can finally stop looking atfinally stop looking at

this bearing!

Bob Roseman


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Bearing Installation and Handling - CWEA Installation Handling... · Bearing Installation ... bearing system performancebearing system performance ... Freeze tight fittingFreeze tight