Introduction
This manual provides essential guidelines for the maintenance and handling of industrial bearings, emphasizing the importance of proper practices to prevent equipment failure and ensure safety.
Warnings and Cautions
Failure to follow maintenance instructions, such as proper lubrication and handling, can lead to equipment failure and serious injury. Specific warnings include avoiding spinning bearings with compressed air and not disassembling unitized bearings.
General Bearing Handling and InspectionProper handling and inspection are crucial for maintaining bearing performance and longevity. This includes careful storage, removal, cleaning, and inspection of bearings to prevent damage and ensure reliability.
Bearing Storage
Bearings should be stored in a dry environment, away from moisture and temperature fluctuations, to prevent rust and corrosion. They should remain in their protective packaging until installation.
Removing Bearings from Equipment
Bearings must be removed with care to avoid damage. Various tools, such as pullers, can assist in this process. Heating methods can be used for tight fits, but extreme heat should be avoided to prevent altering the bearing's properties.
Cleaning and Inspection
After removal, bearings should be thoroughly cleaned using appropriate solutions to remove contaminants. Inspections should be conducted to check for damage and wear, ensuring bearings are within tolerance specifications.
Installation
Bearing installation should only occur when ready to mount, keeping them in packaging until then to protect against contamination.
Maintenance Tools and Lubrication
Proper tools and lubrication are critical for maintaining bearing performance. Timken provides a range of products and services, including condition monitoring and repair services, to support maintenance efforts.
Conclusion
Adhering to the guidelines in this manual will help extend the life of bearings and improve equipment performance, reducing downtime and maintenance costs.
Installation and Handling of Bearings
When installing new bearings, retain the manufacturer's lubricant and preservatives to protect against corrosion and fingerprints. Ensure a clean environment free from contaminants during installation. Plan the installation process by confirming the correct replacement bearing, necessary components, and tools, including lubricants if required. This preparation minimizes exposure to contamination and handling damage.
Precautions and Safety
Do not disassemble unitized bearings. Remove oil or rust inhibitors before heating parts to prevent fire hazards. Use mild steel bars for installation or removal to avoid high-speed fragment release. Check for burrs on ring seats and backing surfaces to prevent damage.
Handling Damaged Bearings
Bearings may become damaged due to improper handling or wear. Damaged bearings can often be repaired or refurbished. If a bearing is damaged prematurely, analyze the damage for insights.
Cleaning and Preparation
Thoroughly clean machine components near the installation site, focusing on mounting surfaces and housings. Ensure shafts are clean and free from nicks or burrs. Repair damaged housing or shafts using fitted sleeves or metal spray.
Heating Bearings
For tight fits, heat bearings or housings to expand them for easier installation. Use methods like oil baths or induction heaters, ensuring temperatures do not exceed 120ºC (250ºF). Avoid direct contact with heat sources and allow sufficient soak time for even heating.
Temperature Guidelines
Follow specific temperature limits for heating or cooling bearings to prevent metallurgical changes. Avoid using torches for heating as they can cause irreparable damage.
Pressing on Bearings
Use an arbor press and mounting tube for smaller bearings. Ensure the tube is clean and properly sized to avoid contact with rolling elements. Apply steady pressure to press the bearing into place.
Adjusting Bearing ClearanceBearing clearance, or preload, is crucial for accommodating thermal growth and misalignment. Tapered
roller bearings allow for adjustable clearance, while other types have predefined settings.
Internal Clearances
Internal clearance settings vary by bearing type and application. Tapered roller bearings offer flexibility in setting clearance for optimal performance. Radial ball bearings have standard practices for assembly with specific clearances.
Internal Clearance in Bearings
Internal clearance is crucial for absorbing the effects of press fitting bearing rings during mounting. It compensates for thermal expansion and provides a contact angle post-mounting. Radial measurement is preferred as it relates directly to shaft and housing fits, as prescribed by the American Bearing Manufacturers Association (ABMA).
Radial Internal Clearance (RIC)
RIC is defined as the average outer ring raceway diameter minus the average inner ring raceway diameter minus twice the ball diameter. It is measured by moving the outer ring horizontally, with multiple readings taken for accuracy. The document provides a detailed table of acceptance limits for various bore diameters and clearance designations (C2, C0, C3, C4, C5) according to Timken and ABMA standards.
End Play
End play is an alternative method for measuring internal clearance, used in special applications. It involves clamping one ring and applying a reversing load to the other, measuring the total movement parallel to the bearing axis.
Spherical Roller Bearings
For spherical roller bearings with tapered bores, a greater interference fit is required, reducing RIC. An example calculation shows how to adjust RIC after mounting, considering factors like shaft material and interference fit. The document emphasizes consulting with Timken representatives for specific applications.
Tables and Charts
The document includes extensive tables detailing radial internal clearance limits for various bearing sizes and types, both cylindrical and tapered bores. These tables provide minimum and maximum values for different clearance codes, aiding in selecting the appropriate bearing for specific applications.
Specifications:
Cylindrical roller bearings are available with different Radial Internal Clearance (RIC) designations, such as Timken 'R' Clearance or ISO/ABMA 'C' Clearance. The clearance required depends on the operating precision, speed, and fitting practice. Standard clearances are listed based on bore size, with larger clearances reducing the operating zone and increasing roller load but reducing bearing life.
Procedures:
The document outlines a 12-point measurement procedure for inspecting bearing journals or housing bores. This involves using two-point gauges accurate to 0.002 mm or 0.0001 inches, measuring the shaft at four positions (0°, 45°, 90°, 135°) across three planes. Measurements are recorded and compared to suggested tolerance limits to evaluate diameter size, roundness, and taper.
Standards and Recommendations:
Timken suggests consulting engineers for unique applications or special operating conditions. The document emphasizes the importance of machining supporting elements like journals, housings, and shafts to appropriate dimensions to ensure bearing longevity. It also provides guidelines for surface finishes and tolerances for shafts and housings, referencing ABMA Standard 7 for radial ball, spherical, cylindrical, and metric series tapered roller bearings.
Key Data from Tables:
The tables provide minimum and maximum values for RICs across different bore sizes, indicating the expected range of mounted RIC following suggested push-up values. For example, for a bore size of 100-120 mm, the C0 clearance ranges from 0.015 mm to 0.090 mm.
Critical Information:
Proper installation and maintenance practices are crucial for bearing performance and life. The working environment must be clean, and accepted care and handling techniques should be used during bearing installation and removal. Mating component geometry and materials should meet industry standards.
Inspection and Maintenance of Bearings
After cleaning, inspect bearings, housing, and shaft to determine if they can be reused or need replacement. Replace bearings showing fatigue spalling, heat discoloration, rust, damaged cage, or noticeable wear. Inspect all components closely, especially the outer and inner rings for nicks or burrs, and the race for unusual wear or spalls. Use a metal probe to check for damage in smaller bearings. Larger bearings may require removal of inspection rollers for thorough inspection. Seals should also be inspected and replaced if worn or damaged.
Bearing Damage and Repair
Bearings can be damaged through improper handling or normal wear. Timken provides resources for analyzing bearing damage and offers repair services for large bearings, potentially saving up to 60% of replacement costs.
Installation Guidelines
Do not remove bearings from packaging until ready to mount. Ensure housing and shaft are not damaged. Proper fit is crucial; rotating rings require a tight fit, while stationary rings may have a loose fit. Use proper drivers to press inner rings onto shafts, avoiding misalignment and cage damage. Outer rings can be pressed into housing with a driver. Heating bearings can ease installation, but temperatures should not exceed specified limits.
Bearing Adjustment Techniques
Timken tapered roller bearings allow for setting adjustments to optimize performance. Preload or end play settings depend on application requirements. Measure preload by reading torque from shaft rotation. For end play, use a dial indicator to measure axial movement. Adjust bearings using threaded shafts with nuts or housing with outer ring followers.
Shim Pack Fixtures
Fixtures can determine the required shim amount for bearing adjustments. Measure the distance from the outer ring back face to the housing face and compare with the outer ring follower to determine shim pack requirements.
Determining Cone Spacer Length
For applications requiring a spacer between inner rings, measure the spacer length using a specific method to ensure accurate bearing adjustment. Calculate the spacer width using the formula provided, considering desired end play or preload.
Overview: This document provides detailed fitting practices for tapered roller bearings, focusing on solid or heavy-sectioned steel shafts and ferrous housings under normal operating conditions. It outlines the necessary considerations for determining appropriate fits, including the type of loading, shaft finish, and whether the component is rotating or stationary.
Specifications: The document specifies that rotating cones should generally have an interference fit, while stationary cones may require different fits based on application conditions such as speed, load, and shock. It also highlights that special fits may be necessary for certain applications, and consultation with a Timken representative is recommended in such cases.
Fitting Practices: The fitting practices vary depending on whether the cone or cup is rotating or stationary. For rotating cones, interference fits are recommended, while stationary cones may use metal-to-metal or near-zero average fits under moderate conditions. The document also provides guidelines for fitting practices in specific applications like sheaves, wheels, and crane blocks.
Tables and Data: The document includes tables detailing the cone bore and cup O.D. deviations and resultant fits for various classes of bearings, both in metric and inch dimensions. These tables provide specific tolerances and fit recommendations based on the size and class of the bearing.
Recommendations: Precision class bearings should be mounted on similarly finished shafts and housings. The document emphasizes the importance of using the designated fitting practice to ensure proper bearing performance and prevent machinery damage.
Conclusion: For specialized applications, particularly in the rolling mill industry, consultation with a Timken representative is advised to ensure the correct fitting practice is applied.
Introduction
This document is an excerpt from the Industrial Bearing Maintenance Manual, focusing on the installation and maintenance of spherical and cylindrical roller bearings. It provides detailed procedures for mounting bearings, calculating radial internal clearance (RIC), and ensuring proper fit and function.
Spherical Roller Bearings
Installation Procedure:
1. Position the roller at the top of the inner ring on both sides of the bearing.
2. Use a feeler gauge to measure the radial internal clearance (RIC) before installation.
3. Lubricate the tapered shaft and slide the bearing onto it.
4. Tighten the locknut to achieve the desired interference fit, monitoring RIC reduction.
5. Ensure the remaining RIC meets or exceeds the minimum mounted clearance.
6. Secure the lockwasher tang into the locknut slot.
Example Calculation:
For a bearing number 22328K C3, the initial RIC is 0.178 mm. The suggested RIC reduction is between 0.065 to 0.090 mm. After installation, the RIC should be 0.101 mm.
Pillow Block Assemblies
Mounting Options:
- Adapter mounts allow flexibility in axial positioning and accommodate light thrust loads.
- Direct straight bore mounting is recommended for heavy thrust loads or precise axial location.
Fixed and Float Positions:
- Fixed position requires a stabilizing ring to prevent axial movement.
- Float position allows axial movement to compensate for thermal expansion.
Cylindrical Roller Bearings
Types and Applications:
- One-row, two-row, and four-row cylindrical bearings are available, each suited for different applications.
- Commonly used in industries such as pulp and paper, power generation, and mining.
Design Attributes:
- Bearings can have separable inner and outer races, offering high radial load capacity.
Storage and Handling
- Bearings are packaged to protect against dirt and moisture.
- Do not remove bearings from packaging until ready for installation to prevent contamination.
Conclusion
This manual provides comprehensive guidelines for the proper installation and maintenance of roller bearings, emphasizing the importance of correct RIC measurement and adjustment to ensure optimal bearing performance.
Specifications and Procedures- Cleaning and Installation: Refer to the General Bearing Handling and Inspection Section for proper cleaning and installation techniques for anti-friction bearings.
- Mounting Cylindrical Bore Bearings: Different methods are used depending on the bearing size and application. Key rules include ensuring cleanliness, planning the work, and inspecting and preparing all components.
Key Procedures- Heat Expansion Method: Used for tight interference fits on shafts. Bearings can be heated using a tank of heated oil or induction heating, ensuring temperatures do not exceed 120˚C (250˚F).
- Arbor Press Method: Suitable for smaller bearings, involves pressing the bearing onto the shaft or into the housing using an arbor press and a mounting tube.
Standards and Recommendations- Shaft and Housing Finish: Surfaces must be clean and free from nicks. Specific finish recommendations are provided based on the application.
- Thrust Bearings: Designed for heavy thrust loads, with various types available including ball, spherical roller, cylindrical roller, and tapered roller thrust bearings.
Tables and Data- Shaft and Housing Fits: Guidelines are provided for shaft and housing fits related to operating conditions, including tolerance symbols and examples of applications.
- Thrust Bearings Specifications: Includes sizes and applications for different types of thrust bearings.
Overview: The document is an industrial bearing maintenance manual focusing on thrust bearings and ball bearings. It provides detailed specifications, handling procedures, and installation guidelines for various types of bearings used in industrial applications.
Thrust Bearings: Thrust bearings are designed for applications with high thrust and shock loads. The document details the specifications for thrust roller bearings, thrust ball bearings, and thrust tapered roller bearings, including shaft and housing fits. It emphasizes the importance of proper handling and storage to prevent contamination and ensure longevity.
Specifications: The manual provides detailed tables with dimensions and tolerances for shaft and housing fits for different types of thrust bearings. These specifications are crucial for ensuring proper fit and function in industrial applications.
Storage and Handling: Bearings are distributed in protective packaging to prevent dirt and moisture contamination. It is advised not to remove bearings from their packaging until installation to maintain their integrity.
Installation and Cleaning: Proper installation techniques are outlined, emphasizing the need for clean and prepared shafts and housings. The document refers to a general section for detailed cleaning and inspection techniques.
Ball Bearings: Timken offers a range of ball bearings for high precision applications. The document describes different types of ball bearings, including radial, angular contact, and super-
precision bearings, along with their applications and benefits.
Applications and Benefits: Bearings are used in various industries, including aircraft, construction, and agriculture. They support high axial loads and are designed for harsh environments, offering flexibility and reduced maintenance.
Conclusion: The manual serves as a comprehensive guide for the maintenance and installation of industrial bearings, providing essential specifications and best practices to ensure optimal performance and longevity.
Radial Internal Clearance (RIC): The RIC of a radial contact
ball bearing is calculated by subtracting the average inner ring race diameter and twice the ball diameter from the average outer ring race diameter. It is measured by moving the outer ring horizontally, and multiple readings should be taken for accuracy.
End Play: This is an alternative method for measuring internal clearance, used in special applications. It involves clamping one ring to prevent axial movement and applying a reversing load to the unclamped ring.
Shaft and Housing Fits: Recommendations for ABEC-1 (ISO PO), ABEC-3 (ISO P6), and ABEC-7 (ISO P4) ball bearings are provided. The fit should be line-to-line for ABEC-7, with slight interference for larger shafts. Housing fits should allow for axial movement to accommodate thermal changes.
Selective Assembly: This process involves grouping bearings, shafts, and housings by size to control fits without using closer-tolerance parts. Bearings with coded bores and diameters are available for this purpose.
Shafts and Housing Fillets: Proper fillet radii ensure correct seating of bearings. Shaft and housing surfaces should be free from defects, and bearing seats should be undercut to avoid tapered seats.
Wide Inner Ring Bearings: These bearings, designed by Timken, support radial, thrust, and combined loads. They are available with cylindrical or spherical outside diameters and feature locking collars for shaft retention.
Ball Bearing Housed Units: These units come in various types, such as pillow blocks and flanged cartridges, to accommodate different operating conditions. They are designed for easy mounting and alignment.
Installation Procedures: Instructions for installing bearings with self-locking collars, concentric collars, and setscrews are provided. Proper alignment and secure fastening are emphasized to ensure effective operation.
Overview: This document is an excerpt from an Industrial Bearing Maintenance Manual, focusing on specifications and guidelines for radial ball bearings, including shaft and housing fits, tolerance symbols, and operating conditions.
Specifications: The document provides detailed measurements for various bearing series, including dimensions in millimeters and inches, and tolerance levels for different load conditions. It covers series such as 9100, 9300, 200, 7200, 300, 7300, and 7400, among others.
Procedures: The manual outlines procedures for determining the appropriate fits for shafts and housings under specific operating conditions. It includes guidelines for both stationary and rotating loads, with specific tolerance symbols like g6, h6, j6, k5, and m5, depending on the load type and application.
Standards and Norms: The document references ABEC-1 (ISO P0) and ABEC-3 (ISO P6) standards for bearing fits, ensuring precision and reliability in various industrial applications.
Recommendations: Recommendations are provided for selecting the correct bearing fits based on load conditions, such as light, normal, and heavy loads, as well as specific applications like electrical motors, turbines, pumps, and rail vehicles.
Key Data from Tables: The tables in the document list maximum and minimum dimensions for housing bores and shaft fits, along with the corresponding tolerance levels. These are crucial for ensuring proper fit and function in industrial machinery.
Critical Information: The document emphasizes the importance of selecting the correct fit and tolerance to prevent bearing failure and ensure optimal performance. It also highlights the need for understanding the specific operating conditions and load requirements for each application.
Specifications:
The document provides detailed specifications for various types of bearings, including KRR, G-KRR, RA-RR, GRA-RR, and GYA-RR types. It lists shoulder diameters, housing bore dimensions, and fit tolerances for different bearing models. The specifications include both metric and imperial measurements, highlighting maximum and minimum dimensions for loose and tight fits.
Procedures:
The document outlines procedures for handling, cleaning, and installing bearings. It emphasizes the importance of maintaining cleanliness and proper handling to prevent contamination. Installation guidelines are provided, including the preparation of shafts and housings.
Standards and Norms:
For bearings without inner rings, the document specifies the required hardness and surface finish of the shaft used as the inner raceway. It provides formulas for calculating minimum case depth and outlines tolerances for shaft diameter and circular form deviation.
Recommendations:
Recommendations are given for the design and material selection of shafts and housings. The document advises on the use of specific materials and hardness levels to ensure optimal bearing performance. It also suggests design attributes like special coatings and engineered polymer cages to enhance performance.
Key Data from Tables:
The tables in the document provide critical data on bearing dimensions and tolerances. They specify the shoulder diameter, housing bore dimensions, and fit tolerances for various bearing types and sizes. This data is essential for selecting the appropriate bearing for specific applications.
Applications and Benefits:
The document highlights the applications of needle roller bearings in automotive, agricultural, and industrial equipment. It notes the benefits of high load capacity, reduced maintenance, and extended bearing life.
Mounting Techniques:
Detailed mounting techniques for drawn cup bearings are provided, emphasizing the importance of using a true round housing to ensure proper fit and function.
Installation of Bearings
Drawn cup bearings require precise installation to ensure proper alignment and function. They must be pressed into their housing using a specialized tool to avoid misalignment. It is crucial not to hammer the bearings into place, as this can cause damage. For open-end bearings, a positive stop on the press tool is recommended to ensure correct positioning. The installation tool should have a pilot to aid in starting the bearing true in the housing.
Misalignment
Misalignment can occur due to incorrect mounting or deflection during operation, leading to uneven stress distribution and reduced bearing life. The document provides maximum slope values for different bearing widths to prevent this issue.
Maintenance Tools
Various tools are available to facilitate the installation and removal of bearings, including impact fitting tools, induction heaters, and pullers. Induction heaters offer a controlled heating method that is environmentally friendly, while pullers are used for removing press-fitted components.
Lubrication
Proper lubrication is essential for optimal bearing performance and longevity. Timken offers a range of lubricants, including oils and greases, tailored to specific applications and environments. The choice between oil and grease depends on factors such as bearing design and operating conditions. The document also discusses the importance of selecting the correct oil viscosity for different applications.
Oil Advantages
Oil is preferred for high-speed applications and where heat dissipation is necessary. It offers better lubrication at high speeds or temperatures and can be cooled to reduce bearing temperature. Oil is easier to handle and control but harder to retain, leading to higher lubricant losses compared to grease. It can be introduced to bearings through various methods such as drip-feed, wick feed, pressurized systems, oil bath, or air-oil mist, each suited to specific applications. Oil is also easier to keep clean in recirculating systems.
Oil Delivery SystemsCommon oil delivery systems include:
- Oil Bath: Bearings rotate through a sump or reservoir, with oil levels maintained to reduce churning in high-speed applications.
- Circulating System: Consists of a reservoir, pump, piping, and filter, ensuring adequate oil supply for cooling and lubrication while removing contaminants.
- Oil-Mist: Used in high-speed applications, allowing precise control of lubricant amount and preventing contaminants through pressurized air and oil flow.
Grease Lubrication
Grease is a solid-to-semi fluid product with a thickening agent that releases oil under load. There is no universal grease; each has specific properties. Synthetic lubricating fluids can perform at extreme temperatures. Polyurea grease is notable for its performance in various applications. Grease consistency, measured by a penetrometer, is crucial for stability during operation. Grease becomes softer when sheared and thicker at lower temperatures.
Temperature and Grease Life
Greases have upper temperature limits for continuous operation. Exceeding these limits can degrade grease and damage bearings. The dropping point is when grease liquefies, and it should be at least 40°C above the highest expected temperature. Grease life is halved for every 10°C increase in temperature.
Wet Conditions
Water can accelerate bearing damage, but certain greases offer water resistance. Sodium soap greases emulsify with moisture, which can be advantageous in some applications.
Grease Selection and Application
Choosing the right grease depends on its properties, application conditions, and environmental factors. Grease should be packed into bearings to ensure proper distribution. The relubrication cycle depends on operating temperature and sealing efficiency. Proper grease amount is crucial to avoid lubrication starvation or excessive churning.
Prelubricated Bearings
These are used where grease might be harmful, space is limited, or relubrication is difficult. They are packed with stable greases for long life.
Special Applications
Some applications require lubricants with special properties, such as chemical resistance or suitability for food handling. Timken offers specific greases for various environments.
Overview: This document is a technical guide on lubrication and seals, specifically focusing on industrial bearing maintenance. It provides detailed information on various types of greases, their applications, and installation methods for seals.
Grease Types and Applications:- Timken Construction and Off-Highway Grease: Suitable for high sliding wear, dirty environments, and slow speeds with shock loading. Used in agriculture, mining, cement plants, and heavy industry.
- Timken Ball Bearing Electric Motor Grease: Designed for electric motors, alternators, and generators, handling heavy loads and wet conditions.
- Timken Mill Grease: Used in aluminum, paper, and steel mills, as well as offshore rigs, suitable for extreme temperatures and severe loads.
- Timken Synthetic Industrial Grease: Ideal for wind energy main bearings and marine applications, suitable for ultra-high speeds and extreme low temperatures.
- Timken Ultra-High Speed Spindle Grease: Used in machine tools like grinding, drilling, and milling, suitable for moderate speeds and loads.
- Timken Multi-Use Lithium Grease: General industrial applications, suitable for pins, bushings, and water pumps.
Specifications and Procedures:- Edge Relief: Both shaft and housing bore should have an edge chamfer to prevent defects.
- Surface Finish: Specific roughness averages are required for different seals, with perpendicular finish direction to the shaft axis.
- Surface Hardness: Rockwell C-scale hardness specifications are provided for different seals.
Seal Installation Methods:- Solid Seal Installation: Use proper installation methods to avoid damage, following a star pattern to ensure proper seating.
- Split Seal Installation: Suitable for ambient pressure applications, ensuring the seal protrudes slightly from the housing surface.
- Isolator Installation: Inspect equipment before installation, ensuring proper orientation and seating of the isolator.
Inspection and Maintenance:- Inspect sealing areas for leaks and ensure the sealing lip is not in a worn groove.
- Post-installation inspection is crucial to ensure proper function and avoid seal damage.