Bearing Installation
Cleanliness, proper tools, and specific
mounting guidelines are needed to assure proper installation as well as
long-lasting bearing performance. Improper bearing installation is a common
cause of premature bearing failure.
Pre-installation
Check the shaft and housing
A bearing cannot operate properly if the
shaft or housing is not in good condition. Before mounting the bearing, be sure
shaft and housing bore dimensions are within recommended tolerances. The
bearing seat in the housing bore should be perfectly round and not tapered. The
shaft and housing also should be clean and free from nicks and burrs .Extra
care should be taken when mounting a bearing in a solid housing. Before any
installation pressure is applied, the outer race should be perfectly square
with the housing bore.
Check the seal
Check the seal, which will be mounted on
the shaft. Also check the shaft. Its condition is just as crucial to correct
seal placement as it is to bearing operation. Be sure to follow proper seal
installation guidelines and use only the recommended tools. Always replace used
seals with new ones. Use the same seal design and size as the original. A seal
installed next to the bearing is a sure way to prevent fine dirt, dust,
moisture and contaminants from reaching the bearing, while also retaining
lubricant.
Bearing assembly
With all parts ready for assembly –
bearing, shaft and housing – installation can now begin. Do not remove the
bearing from its container until you’re ready to install it. Everything must be
clean – tools, hands, work area, shaft and housing
2). Then take the bearing out of its
protective wrapper, place it on clean paper and cover it with a lint free cloth
or oiled paper. The protective grease or oil coating on the bearing should not
be removed. This protective coating was put on by the manufacturer to prevent corrosion,
dirt or dust from damaging the bearing before and during use and is compatible
with all lubricants. Coat the bearing, housing and shaft with the same lubricant
being used in the machinery in which it will be placed. This will ease mounting
and prevent rust from building up at the press-fit contact area.
Press-fitting the bearing
Press-fit refers to the amount of
interference between the race and the seat: the inner race with the shaft, and
the outer race with the housing. If the inner race is press-fit then it will
rotate with the shaft. If the outer race is to be press-fit then it will rotate
with the housing. One example is in a truck’s front wheel hub. Here, the inner
race is mounted with a slip fit on the shaft, while the outer race is press-fit
A press-fit is accomplished by
stretching the inner race over a shaft slightly larger than the bore of the
bearing. Press-fits that are too tight can also be damaging to the bearing. Too
tight a fit squeezes the two races together, preventing the balls or rollers
from turning correctly and causing excess heat and wear. The result is
premature bearing failure. In applications where only one race is press-fit,
the other race gets a slip-fit – or a slightly looser fit. This slip-fit is
just as important as the press-fit. When the race is too loose, it will creep
up on the shaft or in the housing causing it to slam into the surface on which
it is stationed. This results in friction, overheating, excessive wear and
contact erosion between the shaft and inner race, or housing and outer race.
Mounting the bearing
Start the bearing on the shaft with the
rounded corner of the bearing going on first. Fit a clean pipe over the shaft
so that it rests only on the race being press-fit. Be sure the bearing is
square on the shaft. Then apply pressure to the press-fit race only. Push the
press-fit race firmly against the shoulder on the shaft. If the cup is to be
press-fit, for example, apply pressure only to that race as you drive it into
the housing.
Arbor press
The arbor press is one of the best means
of mounting bearings and races .Its action is rapid and pressure can be applied
continuously. During bearing installation be sure to support the inner race with
two flat bars placed between the inner race and the press’s adaptor plate.
Special precautions should be taken when using the arbor press to align the
race squarely on the shaft. Too much pressure exerted by the press could easily
cause the race to crack or the shaft to become severely scored. Accessory
equipment such as drive plates, tubing or pipes, which will carry the force
through the press-fit race, should be used whenever possible
Drivers
Drivers may be used for assembling cups,
cones and tapered roller bearings. Drivers assure easier assembly by
straightening the cups or cones. They also will prevent damage to bearing cages
and internal parts To use the driver
method, first separate the cup from the cone. Apply pressure to the races only,
and drive each into position. Be careful not to hit the cage. Pressure against
the cage will distort and loosen it, causing slanting of the rollers and
premature bearing failure. Never use hammers or drift pins directly on the
surface of the bearing. If a hammer must be used to mount the bearing, apply
pressure to a drive block, adapter sleeve, pipe or tube placed above the
bearing. Direct blows to the bearing can cause cocking, denting, cracking and
bearing failure
Clutch release bearing: a special
mounting procedure
The procedure for mounting a clutch
release bearing onto a carrier or sleeve that will be installed in a vehicle is
somewhat different from other installation methods. First, lubricate the
bearing shoulder on the carrier with a few drops of oil. Place the bearing on a
clean drill press table, with the clutch finger face down. Be sure all parts
are square. Start the bearing carrier or sleeve into the bore of the bearing by
hand. Shift the drill press into the lowest available spindle speed, and close
the chuck completely without the drill bit installed. While the spindle is
turning, feed the chuck into the bore of the bearing carrier or sleeve until
the bearing is completely seated If the chuck diameter is too small or too
large, use a small shanked pilot clamped in the chuck to seat
the bearing. Finally, pack the carrier or
sleeve with grease before installing
it in the vehicle.
Installation checklist
1. Work only with clean tools, clean
hands and clean surroundings to avoid damage to the bearing.
2. Shaft seat and housing bore should be
clean, smooth, with the correct dimensions.
3. Leave bearings in the package until
ready for assembly. Do not wash off the lubricant covering them.
4. Lubricate the race being press-fit,
and shaft or housing seat on which it will sit.
5. Start the bearing on the shaft with
the rounded corner of the race going on first.
6. Apply even, driving pressure directly
only to the race being press-fit. Be sure that pressure is straight and square.
7. Never hammer directly on races or
rollers. Do not use a wooden or soft metal mallet, as chips or splinters may
enter the bearing.
8. Use smart, quick taps rather than
heavy ones.
9. Be sure all driving accessories and
fixtures have straight, square ends.
10. Drive races solidly up against the
shoulder of the shaft and housing.
11. Pre-lube bearing prior to
installation