Beruflich Dokumente
Kultur Dokumente
(SKF Pakistan)
Contents
1. Introduction to the course
2. Bearing History
3. SKF History
4. Bearing Innovations
5. Friction: Point and Line friction
6. Bearing Components
7. Loads: Radial, Axial and Combined
8. Bearing Internal Clearance and Preload
9. Radial and Axial location of bearings
10. Material: SKF steel and Heat treatment
11. Bearing designation system
12. Bearing Types
13. Ball Bearings
14. Roller Bearings
15. Lubrication of Rolling bearings
16. Fundamentals: Grease Lubrications
17. Definition and Classification of Grease
18. Consistency and Base Oil viscosity
19. Oil lubrication methods
20. Bearing Handling and maintenance
21. Bearing Life cycle
22. Correct techniques and tools
23. Fits and tolerances
24. Bearing life calculations
Introduction to the Course
Basic Training Bearing Technology
Training contents
Target group
Training objective
The invention of the rolling bearing, in the form of an object being moved on wooden rollers, is of great
antiquity and may predate the invention of the wheel.
The earliest recovered example of a rolling element bearing is a wooden ball bearing supporting a
rotating table from the remains of the Roman Nemi ships in Lake Nemi, Italy. The wrecks were dated to
40 AD.
The first plain and rolling-element bearings were wood closely followed by bronze. Over their history
bearings have been made of many materials including ceramic, sapphire, glass, steel, bronze, other
metals and plastic (e.g., nylon, polyoxymethylene, polytetrafluoroethylene, and UHMWPE) which are all
used today.
Watch makers produced "jeweled" pocket watches using sapphire plain bearings to reduce friction thus
allowing more precise time keeping.
Even basic materials can have good durability. As examples, wooden bearings can still be seen today in
old clocks or in water mills where the water provides cooling and lubrication.
The first practical caged-roller bearing was invented in the mid-1740s by horologist John Harrison for his
H3 marine timekeeper. This uses the bearing for a very limited oscillating motion but Harrison also used
a similar bearing in a truly rotary application in a contemporaneous regulator clock.
A patent on ball bearings, reportedly the first, was awarded to Jules Suriray, a Parisian bicycle mechanic,
on 3 August 1869. The bearings were then fitted to the winning bicycle ridden by James Moore in the
world's first bicycle road race, Paris-Rouen, in November 1869.[7]
The modern, self-aligning design of ball bearing is attributed to Sven Wingquist of the SKF ball-bearing
manufacturer in 1907, when he was awarded Swedish patent No. 25406 on its design.
Today ball and roller bearings are used in many applications which include a rotating component.
Examples include ultra high speed bearings in dental drills, aerospace bearings in the Mars Rover,
gearbox and wheel bearings on automobiles, flexure bearings in optical alignment systems and bicycle
wheel hubs.
SKF History
SKF Group is the leading global supplier of products, solutions and services within rolling bearings, seals,
mechatronics, services and lubrication systems. Services include technical
support, maintenance services, condition monitoring and training.
A page from the 1907 sketch book of Sven Wingquist, a bright young
Swedish engineer, shows the world's first self-aligning ball bearing. In the
same year that the self-aligning ball bearing became a commercial reality,
SKF was founded.
SKF Pakistan employs a team of dedicated engineers who are responsible for the marketing & sales of
bearings and related products via its wide distributor network. The engineers working for the company
offer customers technical support in the field of bearings operations. The last 5 years SKF has been
growing in Pakistan with more than 25% annually.
The core product range of bearings, housings and sealing devices combined with the technical support
of these has been the basis of SKF growth within the Pakistan market however the customer demand for
a broad range of associated products and services form a single supplier has led to the diversification.
SKF currently offers a comprehensive range of bearings, seals, lubrication system, mechatronics, Power
transmission, services and training.
SKF BEARING HISTORY
1907
A page from the 1907 sketch book of Sven Wingquist, a bright young Swedish engineer, shows the
world's first self-aligning ball bearing.
1915
Manufacture of a single row deep groove ball bearing with filling slot, the so-called Volvo bearing began.
1918
Arvid palmgren invented the spherical roller bearing.
1919-1924
The product range expanded and now comprised spherical, cylindrical and taper roller bearings. Annual
production reached a new record of nearly 6.5 million bearings.
1926
AB Volvo, a subsidiary of SKF, started production of experimental cars.
1938
Production of the Hub Bearing Unit started, a double row angular contact ball bearing for car wheels.
1940
The spherical roller thrust bearing was invented - a self-aligning bearing designed for heavy axial loads.
1947
The SKF theory for calculating bearing life was published by ISO and adopted as world standard.
1979
SKF introduced the spherical roller bearing of CC design with self-guiding rollers. It operates with up to
20% lower friction than previous spherical roller bearings. HBU 3 in production - a weight-saving wheel
bearing unit for cars, with flanges on both rings.
1989
The SKF service concept, Trouble-Free Operation (TFO) was introduced. The environmental policy was
established.
1993
HUB 3 wheel bearing unit equipped with sensor for use in ABS brake systems was introduced.
1995
SKF launched a completely new rolling bearing - the toroidal roller bearing CARB.
1997
Hub Unit 5 was introduced. It's a new and unique bearing design that combines the weight advantage
of a flanged bearing unit with the low distortions achieved with integral drum designs.
1999
GKN and SKF introduced the Compact HHM, a new, compact automotive hub and half shaft assembly
that reduces vehicle weight and offers benefits to suspension design and assembly. A new generation of
spherical roller bearings, the SKF Explorer Series, was introduced. Endorsia.com, an Internet based
marketplace was launched.
2000
SKF and the Brembo Group decided to jointly develop an electro-mechanical braking system for the
high-performance vehicle market.
A bogie monitoring system for railway cars launched.
SKF Service Division introduced the Integrated Maintenance Solutions (IMS) concept.
SKF Coated Bearings, a new business unit, presented the next generation of material solutions for
tribology enhancement, NoWear, based on surface engineering.
2001
The next generation of condition-monitoring software, called SKF Machine Analyst, was released.
SKF SensorMount system which ensures correct mounting of bearings was introduced.
LubeSelect, a new method for selecting correct greases, was introduced.
2002
SKF Reliability Systems also introduced SKF @ptitude, a reliability maintenance decision-making support
system for end-user customers.
2007
New product and service launches include a new range of energy-efficient bearings which provide at
least 30% less friction in the bearing.
2008
The energy efficient bearing family was extended with the addition of spherical and cylindrical roller
bearings.
Bearing Innovations
Notable innovations
Some SKF innovations are worthy of particular note as they offer many advantages for enhanced
performance or greater productivity. These are:
SKF Explorer is a new performance class of roller bearings, of the types angular
contact ball bearings, cylindrical roller bearings, spherical roller bearings, CARB
toroidal roller bearings and spherical roller thrust bearings, which provide a
substantial improvement in key operational parameters relevant to the
bearing type and its typical applications. The new level of superior
performance represents the blending of SKF’s applications knowledge with its
expertise in tribology, materials development, design optimization and
manufacturing.
SKF Explorer bearing are characterized by a number of technical improvements, some of which are :
These bearings have standardized dimensions but incorporate special features for
special applications. Properly applied, these bearings make costly customized bearings
unnecessary, and they can greatly reduce lead times since they are generally available
from stock. These bearings include:
Hybrid deep groove ball bearings with ceramic balls and rings of bearing steel.
INSOCOAT bearings have an insulating coating of aluminum oxide on the external surface of the
inner or outer ring. These can be used in difficult electrical application with no additional design
requirements and they can also be used as a drop-in replacement for conventional bearings in
existing application.
Bearings and bearing units for extreme temperatures. Their operating temperature range covers
-150 to +350 deg C, making it very suitable for kiln trucks, roller hearth
furnaces, bakery plants and refrigeration rooms.
NoWear Bearings These are surface treated to withstand arduous
operating conditions such as zero or very light loads.
Solid Oil bearings for applications where conventional grease or oil
lubrication methods are not adequate or practical.
FRICTION
Friction is defined as a force of resistance, that prevents or retards slipping of one body RELATIVE to a
second body in contact. There are two types of friction
Sliding Friction
Friction produced when one solid moves across another,
as in dragging a box across a floor.
Rolling Friction
Friction produced when a rolling body, such as a wheel or ball
bearing, rolls over another Surface. On hard surfaces, rolling
friction is generally much less than sliding friction.
The friction in a rolling bearing is the determining factor where heat generation in the bearing is concerned
and consequently for the operating temperature.
The amount of friction depends on the load and on several other factors, the most important of which are
the bearing type and size, the operating speed, the properties of the lubricant and the quantity of lubricant.
The total resistance to rotation of a bearing is made up of:
The rolling and sliding friction in the rolling contacts
In the contact areas between rolling elements and cage
In the guiding surfaces for the rolling elements or the cage
The friction in the lubricant and
The sliding friction of contact seals when applicable.
Contact in rolling bearing
Point contact
o Higher speeds
Line contact
o Heavy loads
o Lower speeds
BEARING AND ITS COMPONENTS
Functions
It is designed to:
Rolling bearings, whether ball or roller, are comprised of four basic parts: an inner ring (race), an
outer ring (race), rolling elements (balls and/or rollers) and a cage.
Inner Ring:-This is the smaller of the two bearing rings and gets its name from the position it holds. It
has a groove on its outside diameter to form a path for the balls. The surface of this path is precision
finished to extremely tight tolerances and is honed to a very smooth, mirror-like surface finish. The inner
ring is mounted on the shaft and is usually the rotating element.
Outer Ring:-This is the larger of the two rings and, like its
counterpart the inner ring, its name is derived from the position
it holds. Conversely, there is a groove on its inside diameter to
form a pathway for the balls. This surface also has the same high
precision finish of the inner ring. The outer ring is normally
placed into a housing and is usually held stationery.
Rolling Elements:-These are the rolling elements
that separate the inner and outer ring and permit the
bearing to rotate with minimal friction. The ball radius is
slightly smaller than the grooved ball track on the inner
and outer rings. This allows the balls to contact the rings at
a single point, appropriately called point contact. Ball
dimensions are controlled to very tight tolerances.
Seals
In order to prevent dirt, sand and water to enter the bearings, a shield or seal is often placed on each
side of the bearings.
Cages
Cages have an appreciable influence on the suitability of rolling bearings. Their main purposes are
keeping the rolling elements at an appropriate distance from each other and to prevent
direct contact between neighboring rolling elements, in order to keep friction and thus
heat generation at a minimum
keeping the rolling elements evenly distributed around the complete circumference to
provide even load distribution and quiet and uniform running
guiding the rolling elements in the unloaded zone, to improve the rolling conditions in
the bearing and to prevent damaging sliding movements
Retaining the rolling elements, where bearings are of a separable design and one
bearing ring is removed during mounting or dismounting.
Cages are mechanically stressed by frictional, strain and inertia forces and they may also be subjected to
the chemical action of certain lubricants, lubricant additives or products of their ageing, organic solvents
or coolants. Therefore the design and material are of paramount importance for the performance of the
cage as well as for the operational reliability of the bearing itself. This is the reason why SKF has
developed various cage types and designs of different materials for the different bearing types.
Cage Types
In general, the cages for SKF rolling bearings can be classified as pressed, solid or pin-type cages.
Pressed cages
Pressed cages for SKF bearings generally are made of sheet steel and with some exceptions of sheet
brass. Depending on the bearing type pressed cages are
designed as:
Solid cages
Solid cages for SKF bearings are made from brass; steel, light alloy, polymer or fabric reinforced phenolic
resin. Depending on the bearing design they are designed as
Machined metal cages generally permit higher speeds and are necessary when movements additional to
pure rotation are superimposed, particularly when conditions of high acceleration prevail. Suitable steps
must be taken (e.g. oil lubrication) to provide sufficient supply of lubricant to the guiding surfaces of the
cage and to the inside of the bearing. Machined cages are centered either on the
Solid polymer cages are characterized by a favorable combination of strength and elasticity. The good
sliding properties of the polymer on lubricated steel surfaces and the smoothness of the cage surfaces in
contact with the rolling elements produce just little friction so that heat generation and wear in the
bearing are at a minimum. The low density of the material means that the inertia of the cage is small.
The excellent running properties of polymer cages under lubricant starvation conditions permit
continued operation of the bearing for some time without risk of seizure and secondary damage.
Pin-type cages
Steel pin-type cages need pierced rollers and are only used together with large-sized roller bearings.
These cages have relative low weight and enable a large number of rollers being incorporated.
Bearing Loads
Bearings typically have to deal with two kinds of loading, radial and thrust. Depending on where the
bearing is being used, it may see all radial loading, all thrust loading or a combination of both
Radial load
Force that is applied perpendicular to the axis of a bearing's shaft.
Radial loads are also called rotary loads. It is commonly used in
Electric Motor
Car wheel
Fans
Drill press
Cranes
Contact angle is the angle between a plane perpendicular to the bearing axis and a line
joining the two contact points between the ball and the inner and outer raceways. The
initial contact angle “ao” is defined as the contact angle when the bearing is subjected to a
minimal axial load to remove the looseness resulting.
Limiting speed
decreases
Radial rigidity
decreases
Axial rigidity
increases
Bearing Internal Clearance and Preload
The bearing internal clearance referred to as Normal has been selected so that a suitable operational
clearance will be obtained when bearings are mounted with the fits usually recommended and
operating conditions are normal. Where operating and mounting conditions differ from the normal, e.g.
where interference fits are used for both bearing rings, unusual temperatures prevail etc., bearings with
greater or smaller internal clearance than Normal are required.
Bearings having an internal clearance other than Normal are identified by the suffixes C1 to C5.
C1 Less than C2
Clearance range
C4 Greater than C3
C5 Greater than C4
Depending on the application it may be necessary to have either a positive or a negative operational
clearance in the bearing arrangement. In the majority of applications, the operational clearance should
be positive, i.e. when in operation; the bearing should have a residual clearance, however slight.
However, there are many cases, e.g. machine tool spindle bearings, pinion bearings in automotive axle
drives, bearing arrangements of small electric motors, or bearing arrangements for oscillating
movement, where a negative operational clearance, i.e. a preload, is needed to enhance the stiffness of
the bearing arrangement or to increase running accuracy. The application of a preload, e.g. by springs, is
also recommended where bearings are to operate without load or under very light load and at high
speeds. In these cases, the preload serves to provide a minimum load on the bearing and prevent
bearing damage as a result of sliding movements of the rolling elements.
Depending on the type of bearing the preload may be either radial or axial. Cylindrical roller bearings,
for example, because of their design, can only be preloaded radially, and thrust ball and cylindrical roller
thrust bearings can only be preloaded axially.
(a) (b)
For both tapered roller and angular contact ball bearings, the
distance ‘L’ between the pressure centres is longer when the
bearings are arranged back-to-back and shorter when they are
arranged face-to-face than the distance ‘l’ between the bearing
centres. This means that bearings arranged back-to-back can
accommodate relatively large tilting moments even if the distance
between the bearing centres is relatively short. The radial forces
resulting from the moment load and the deformation
caused by these in the bearings are smaller than for bearings
arranged face-to-face.
If in operation the shaft becomes warmer than the housing, the preload which was adjusted (set) at
ambient temperature during mounting will increase, the increase being greater for face-to-face than for
back-to-back arrangements. In both cases the thermal expansion in the radial direction serves to reduce
clearance or increase preload. This tendency is increased by the thermal expansion in the axial direction
when the bearings are face-to-face, but is reduced for back-to-back arrangements. For back-to-back
arrangements only, for a given distance between the bearings and when the coefficient of thermal
expansion is the same for the bearings and associated components, the radial and axial thermal
expansions will cancel each other out so that the preload will not change.
When selecting the preload force for a bearing arrangement it should be remembered that the stiffness
is only marginally increased when the preload exceeds a given optimum value, whereas friction and
consequently heat generation increase and there is a sharp decrease in bearing service life as a result of
the additional, constantly acting load.
Bearing Arrangements
The bearing arrangement of a rotating machine component, e.g. a shaft, generally requires two bearings
to support and locate the component radially and axially relative to the stationary part of the machine,
such as a housing. Depending on the application, load, requisite running accuracy and cost
considerations the arrangement may consist of
The locating bearing at one end of the shaft provides radial support and at the same time locates the
shaft axially in both directions. It must, therefore, be fixed in position both on the shaft and in the
housing. Suitable bearings are radial bearings which can accommodate combined loads, e.g. deep
groove ball bearings, double row or paired
single row angular contact ball bearings,
self-aligning ball bearings, and spherical
roller bearings or matched tapered roller
bearings. Combinations of a radial bearing
that can accommodate purely radial load,
e.g. a cylindrical roller bearing having one
ring without flanges, with a deep groove
ball bearing, four-point contact ball
bearing or a double direction thrust
bearing can also be used as the locating
bearing. The second bearing then provides
axial location in both directions but must
be mounted with radial freedom (i.e. have
a clearance fit) in the housing.
The non-locating bearing at the other end of the shaft provides radial support only. It must also enable
axial displacement so that the bearings do not mutually stress each other, e.g. when the shaft length
changes as a result of thermal expansion.
In adjusted bearing arrangements the shaft is axially located in one direction by the one bearing and in
the opposite direction by the other bearing. This type of arrangement is referred to as "cross located"
and is generally used for short shafts. Suitable bearings
include all types of radial bearings that can accommodate
axial loads in at least one direction, including
angular contact ball bearings
In certain cases where single row angular contact ball bearings or tapered roller bearings are used for
cross-located arrangements, preload may be necessary
Floating bearing arrangements are also cross located and are suitable where demands regarding axial
location are moderate or where other components on the shaft serve to locate it axially.
Suitable bearings for this type of arrangement are
In these types of arrangements, it is important that one ring of each bearing should be able to move on
or in its seat, preferably the outer ring in the housing.
Bearing Location
If the load carrying ability of a bearing is to be fully utilized, its rings or washers must be fully supported
around their complete circumference and across the entire width of the raceway. The support, which
must be firm and even can be provided by a cylindrical or tapered seat or, for thrust bearing washers, by
a flat (plane) support surface. This means that bearing seats must be made with adequate accuracy and
that their surface should be uninterrupted by grooves, holes or other features. In addition, the bearing
rings must be reliably secured to prevent them from turning on or in their seats under load.
Generally speaking, satisfactory radial location and adequate support can only be obtained when the
rings are mounted with an appropriate degree of interference. Inadequately or incorrectly secured
bearing rings generally cause damage to the bearings and associated components. However, when easy
mounting and dismounting are desirable, or when axial displacement is required with a non-locating
bearing, an interference fit cannot always be used. In certain cases where a loose fit is employed it is
necessary to take special precautions to limit the inevitable wear from creep, as for example, by surface
hardening of the bearing seat and abutments, lubrication of the mating surfaces via special lubrication
grooves and the removal of wear particles, or slots in the bearing ring side faces to accommodate keys
or other holding devices.
An interference fit alone is inadequate for the axial location of a bearing ring. As a rule, therefore, some
suitable means of axially securing the ring is needed.
For non-locating bearings that are of a non-separable design, the ring having the tighter fit - usually the
inner ring - should be axially secured; the other ring must be free to move axially with respect to its seat.
Except for CARB bearings where both the rings are axially secured.
For non-locating bearings that are of a separable design, e.g. cylindrical roller bearings, both the rings
are axially secured.
For "cross-located" bearing arrangements each bearing ring needs only be axially secured on one side.
Bearing Material
Materials for rolling bearings
SKF Steel
Bearing steels for through-hardening
The most common steel for through-hardening is a carbon
chromium steel containing approximately 1% carbon and 1.5%
chromium according to ISO 683-17:1999. Today, carbon-
chromium steel is one of the oldest and most intensively
investigated steels; due to the continuously increasing
demands for extended bearing service life. The composition of
this rolling bearing steel provides an optimum balance
between manufacturing and application performance. This
steel is normally given a martensitic or bainitic heat treatment
during which it is hardened to the range of 58 to 65 HRC.
An example of this is a flanged wheel hub bearing unit (HBU) where the properties of the unhardened
flange are designed to resist structural fatigue, while the raceway is designed to resist rolling contact
fatigue.
* Martensitic hardening:
Martensitic is a hardening technique with
subsequent annealing at high temperatures.
* Austenitic hardening:
It means to heat the iron, iron-based metal, or
steel to a temperature at which it changes crystal
structure from ferrite to austenite
* Bainitic:
The conventional method for increasing hardness or strength is tempering. A second, somewhat
more specialised, method is Bainitising, which used to be called “austempering”.
In this heat treatment, the component is Austenitised the same way as in hardening, i.e.,
depending on the material, heat treatments at temperatures between 800 – 1,050 °C.
* X-bite:
New and special hardening technology (X bite) which leads to a
products performance stability even, at high temperature.
* Case hardening:
A heat treatment or a combination of heat treatments of surface hardening involving a change
in the composition of the outer layer of an iron-base alloy in which the surface is made
substantially harder by inward diffusion of a gas or liquid followed by appropriate thermal
treatment.
Advantages/ Disadvantages of Different Heat treatment
processes
Martensite hardening:
Advantages:
Less costly
Fixture can be used to reduce distortion
Disadvantages:
Highest risk of propagation of surface crack.
Bainitic hardening:
Advantages:
Tough structure
Automatic dimensional stability
Compressive residual surface stresses
Disadvantages:
Somewhat more costly than martinsite.
Lower hardness.
Case Hardening
Advantages:
Disadvantages:
Time consuming and costly process.
Bearing designation system
Designations of rolling bearings consist of combinations of figures and/or letters. Bearing designations
are divided into two main groups: designations for standard bearings and designations for special
bearings. Standard bearings are bearings that normally have standardized dimensions, whereas special
bearings have special dimensions dictated by customer demands.
The complete designation may consist of a basic designation with or without one or more
supplementary designations. The complete bearing designation, i.e. the basic designation with
supplementary designations is always marked on the bearing package, whereas the designation marked
on the bearing may sometimes be incomplete, e.g. for manufacturing reasons.
Basic designations identify the
o type
o basic design
o standard boundary dimensions
Supplementary designations may precede the basic designation (prefixes) or follow it (suffixes). Where
several supplementary designations are used to identify a given bearing, they are always written in a
given order.
Basic designations
All SKF standard bearings have a characteristic basic designation, which generally consists of 3, 4 or 5
figures, or a combination of letters and figures.
Designations - Identification of bearing type
o The first figure or the first letter or combination of letters identifies the bearing type.
o The following two figures identify the ISO Dimension Series; the first figure indicates the
Width or Height Series (dimensions B, T or H respectively) and the second the Diameter
Series (dimension D).
o The last two figures of the basic designation give the size code of the bearing; when
multiplied by 5, the bore diameter in millimeters is obtained.
But there is no rule without some exceptions. The most important ones in the bearing designation
system are listed below.
In a few cases the figure for the bearing type and/or the first figure of the Dimension Series
identification is omitted.
For bearings having a bore diameter smaller than 10 mm or equal to or greater than 500 mm,
the bore diameter is generally given in millimetres and is not coded. The size identification is
separated from the rest of the bearing designation by an oblique stroke, e.g. 618/8 (d = 8 mm)
or 511/530 (d = 530 mm).
This is also true of standard bearings according to ISO 15:1998 that have bore
diameters of 22, 28 or 32 mm, e.g. 62/22 (d = 22 mm).
Bearings with bore diameters of 10, 12, 15 and 17 mm have the following size code
identifications:
00 = 10 mm
01 = 12 mm
02 = 15 mm
03 = 17 mm
For some smaller bearings having a bore diameter below 10 mm, such as deep groove, self-
aligning and angular contact ball bearings, the bore diameter is also given in millimetres
(uncoded) but is not separated from the series designation by an oblique stroke, e.g. 629 or 129
(d = 9 mm).
Bore diameters that deviate from the standard bore diameter of a bearing have always been
given uncoded, in millimeters with up to three decimal places. This bore diameter identification
is part of the basic designation and is separated from the basic designation by an oblique stroke,
e.g. 6202/15.875 (d = 15,875 mm = 5/8 in).
Series designations
Each standard bearing belongs to a given bearing series, which is identified by the basic designation
without the size identification. Series designations often include a suffix A, B, C, D or E or a combination
of these letters e.g. CA. These are used to identify differences in internal design, e.g. contact angle.
Supplementary designations
Prefixes
Prefixes are used to identify components of a bearing and are usually then followed by the designation
of the complete bearing, or to avoid confusion with other bearing designations.
Suffixes
Suffixes are used to identify designs or variants which differ in some way from the original design, or
which differ from the current standard design. The suffixes are divided into groups and when more than
one special feature is to be identified. The most commonly used suffixes are:
A Deviating or modified internal design with same boundary dimensions. As a rule the
significance of the letter is bound to the particular bearing or bearing series.
Examples: 4210 A Double row deep groove ball bearing without filling slots
3320 A Double row angular contact ball bearing without filling slots
AC Single row angular contact ball bearing with a 25° contact angle
ACD Single row angular contact ball bearing, optimized internal design, 25° contact angle
ADA Wide snap ring grooves in the outer ring; a two-piece inner ring held together by a retaining
ring
AS Needle roller bearing with lubrication hole(s) in the outer ring. A figure following the AS
indicates the number of holes
ASR Needle roller bearing with annular groove and lubrication hole(s) in the outer ring. A figure
following the ASR indicates the number of holes
2. Taper roller bearing to ABMA standard with external flange on the outer ring
BE Single row angular contact ball bearing with a 40° contact angle and optimized internal design
BEJ Single row angular contact ball bearing with a 40° contact angle and optimized internal
design, with ball centred pressed steel cage
BEM Single row angular contact ball bearing with a 40° contact angle and optimized internal
design, with machined brass cage
BEP Single row angular contact ball bearing with a 40° contact angle and optimized internal
design, with moulded cage of glass fibre reinforced polyamide 66
BEY Single row angular contact ball bearing with a 40° contact angle and optimized internal
design, with ball centred pressed brass cage
Bearing Types
Bearings can be made of different materials and come in various sizes and designs.
However, they are primarily broken down into two major classes. The two main types of
bearings are: rolling bearings (which include ball and roller bearings) and sliding bearings
also known as “plain bearing”.
Rolling bearings evolved from the observation that rolling resistance is much less than
sliding resistance. These bearings rely on the use of rolling elements to reduce friction.
Simply put, all things roll better then they slide. The rolling elements may be balls or rollers.
Balls are uniformly spherical, but the rollers may be straight cylinders, barrel-shaped, cone-
shaped or of other forms.
Rolling bearings include: ball bearings, roller bearings (tapered roller bearings, spherical
roller bearings, cylindrical roller bearings and needle roller bearings) and combination
ball/roller bearings.
BALL BEARINGS
A ball bearing is one of two types of rolling bearings, the other being a roller bearing. The
purpose of a ball bearing is to reduce friction and to support radial and axial loads.
There are four main parts of a ball bearing: two grooved, ring-like races or tracks (inner and
outer ring), a number of hardened steel balls and a cage to space, separate and guide the
balls.
Ball bearings come in all shapes, sizes and materials and are by far the most common
bearing used. They are a required component in many industrial, residential and
commercial applications and play an important role in everyday life. These bearings are
used in a wide range of products including heavy industrial equipment, such as steel rolling
mills, washing machines and personal computer hard drives. Some of their not so common
uses are in military aircraft and oil drilling equipment.
ROLLER BEARINGS
Roller Bearings, like ball bearings, usually have two tracks or races, but the balls are
replaced by various types of rollers. The rollers may be straight or barrel-shaped cylinders
or truncated cones. Roller bearings are further divided, depending on the shape of the
rollers into tapered roller bearings, spherical roller bearings and cylindrical roller bearings
(which include needle roller bearings).
These bearings can incorporate a single row, double row or four rows of rollers. The type of
roller will determine which load can be carried.
A wide selection of greases and oils is available for the lubrication of rolling bearings and there are also
solid lubricants, e.g. for extreme temperature conditions. The actual choice of a lubricant depends
primarily on the operating conditions, i.e. the temperature range and speeds as well as the influence of
the surroundings.
Grease has the advantage over oil that it is more easily retained in the bearing arrangement, particularly
where shafts are inclined or vertical, and it also contributes to sealing the arrangement against
contaminants, moisture or water.
Excessive amounts of grease will cause the operating temperature within the
bearing to rise rapidly, particularly when running at high speeds. As a general
rule, when starting up only the bearing should be completely filled, while the
free space in the housing should be partly filled with grease. Before operating
at full speed, the excess grease in the bearing must be enabled to settle or
escape during a running-in period. At the end of the running-in period the
operating temperature will drop considerably, indicating that the grease has
been distributed in the bearing arrangement.
However, where bearings are to operate at very low speeds and good
protection against contamination and corrosion is required, it is advisable to fill the housing completely
with grease.
Definition and Classification of grease
Definition:
Lubricating greases consist of a mineral or synthetic oil combined with a thickener. The thickeners are
usually metallic soaps. However, other thickeners, e.g. polyurea can be used for superior performance in
certain areas, i.e. high temperature applications. Additives can also be included to enhance certain
properties of the grease. The consistency of the grease depends largely on the type and concentration
of the thickener used and on the operating temperature of the application.
Classification:
NLGI Grade is a widely used classification for lubricating greases. It was established by the National
Lubricating Grease Institute. Greases are classified in one of nine grades based on their consistency.
NLGI Grade alone is not sufficient for specifying the grease for a particular application but it is a useful
qualitative measure. While the science of tribology is still developing, NLGI Grade, in combination with
other test-based properties is the only method for determining the potential suitability of various
greases for a specific application.
The nine grades are defined by a range of worked penetration test results. The NLGI grade for specific
grease is determined using two test apparatus. The first apparatus consists of a closed container and a
piston-like plunger. The face of the plunger is perforated to allow grease to flow from one side of the
plunger to another as the plunger is worked up and down. The test grease is inserted into the container
and the plunger is stroked 60 times while the test apparatus and grease are maintained at a
temperature of 25 °C.
Once worked, the grease is placed in a penetration test apparatus. This apparatus consists of a
container, a specially-configured cone and a dial indicator. The container is filled with the grease and the
top surface of the grease is smoothed over. The cone is placed so that its tip just touches the grease
surface and a dial indicator is set to zero at this position. When the test starts the weight of the cone will
cause it to penetrate into the grease. After a specific time interval the depth of penetration is measured.
The following table shows the NLGI grades and the worked penetration ranges:
NLGI Grades 000 to 1 are used in application requiring low viscous friction. Examples include enclosed
gear drives operating at low speeds and open gearing. Grades 0, 1 and 2 are used in highly loaded
gearing. Grades 1 through 4 are often used in rolling contact bearings where grade 2 is the most
common.
Consistency and Base Oil viscosity
Base oil viscosity
The importance of the oil viscosity for the formation of an oil film to separate the bearing surfaces and
thus for the life of the bearing is dealt with in the section "Lubricating conditions - the viscosity ratio κ ";
the information applies equally to the base oil viscosity of greases.
The base oil viscosity of the greases normally used for rolling bearings lies between 15 and 500 mm2/s at
40 °C. The base oil viscosity also governs the maximum recommended speed at which given grease can
be used for bearing lubrication.
To indicate the speed capability, grease manufacturers often quote a "speed factor". For applications
operating at very high speeds, e.g. at A > 700 000 for ball bearings, the most suitable greases are those
incorporating base oils of low viscosity.
Consistency
Greases are divided into various consistency classes according to the National Lubricating Grease
Institute (NLGI) scale. The consistency of grease used for bearing lubrication should not change
drastically when operated within its specified temperature range after mechanical working. Greases that
soften at elevated temperatures may leak from the bearing arrangement. Those that stiffen at low
temperatures may restrict rotation of the bearing or have insufficient oil bleeding.
Metallic soap thickened greases, with a consistency of 1, 2 or 3 are used for rolling bearings. The most
common greases have a consistency of 2. Lower consistency greases are preferred for low temperature
applications, or for improved pumpability. Consistency 3 greases are recommended for bearing
arrangements with a vertical shaft, where a baffle plate is arranged beneath the bearing to prevent the
grease from leaving the bearing.
In applications subjected to vibration, the grease is heavily worked as it is continuously thrown back into
the bearing by vibration. Higher consistency greases may help here, but stiffness alone does not
necessarily provide adequate lubrication. Therefore mechanically stable greases should be used instead.
Greases thickened with polyurea can soften or harden depending on the shear rate in the application. In
applications with vertical shafts there is a danger that a polyurea grease will leak under certain
conditions.
Oil Lubrication Methods
Oil lubrication
Oil is generally used for rolling bearing lubrication when high speeds or operating temperatures
preclude the use of grease, when frictional or applied heat has to be removed from the bearing position,
or when adjacent components (gears etc.) are lubricated with oil.
In order to increase bearing service life, all methods of bearing lubrication that use clean oil are
preferred, i.e. well filtered circulating oil lubrication, oil jet method and the oil-spot method with filtered
air and oil.
When using the circulating oil and oil-spot methods, adequately dimensioned ducts must be provided so
that the oil flowing from the bearing can leave the arrangement.
Oil bath
The simplest method of oil lubrication is the oil bath. The oil, which is picked up
by the rotating components of the bearing, is distributed within the bearing and
then flows back to the oil bath. The oil level should be such that it almost
reaches the centre of the lowest rolling element when the bearing is stationary.
Oil pick-up ring
For bearing applications where speeds and operating temperature are such
that oil lubrication is necessary and high reliability is required, the oil pick-up
ring lubrication method is recommended. The pick-up ring serves to bring
about oil circulation. The ring hangs loosely on a sleeve on the shaft on one
side of the bearing and dips into the oil in the lower half of the housing. As
the shaft rotates, the ring follows and transports oil from the bottom to a
collecting trough. The oil then flows through the bearing back into the
reservoir at the bottom.
Circulating oil
Oil jet
With the oil-spot method also called the oil-air method - very small, accurately
metered quantities of oil are directed at each individual bearing by compressed air.
This minimum quantity enables bearings to operate at lower temperatures or at
higher speeds than any other method of lubrication. The oil is supplied to the leads
by a metering unit, at given intervals. The oil is transported by compressed air; it
coats the inside of the leads and "creeps" along them. It is projected to the bearing
via a nozzle. The compressed air serves to cool the bearing and also produces an
excess pressure in the bearing arrangement that prevents contaminants from
entering.
Oil mist
Oil mist lubrication has not been recommended for some time due to possible negative environmental
effects.
A new generation of oil mist generators permits to produce oil mist with 5 ppm oil. New designs of
special seals also limit the amount of stray mist to a minimum. In case synthetic non-toxic oil is used, the
environmental effects are even further reduced. Oil mist lubrication today is used in very specific
applications, like the petroleum industry.
Bearing handling and maintenance
Bearing handling
It is generally a good idea to use gloves as well as carrying and lifting tools,
which have been specially designed for mounting and dismounting bearings.
This will save not only time and money but the work will also be less tiring,
less risky and less injurious to health.
For these reasons, the use of heat and oil resistant gloves is recommended
when handling hot or oily bearings. These gloves should have a durable
outside and a soft non-allergenic inside.
Heated and/or larger or heavier bearings often cause problems because they
cannot be handled in a safe and efficient manner by one or two persons.
Satisfactory arrangements for carrying and lifting these bearings can be made
on site in a workshop.
If large, heavy bearings are to be moved or held in position using lifting tackle,
they should not be suspended at a single point, but a steel band or fabric belt
should be used. A spring between the hook of the lifting tackle and the belt facilitates positioning the
bearing when it is to be pushed onto a shaft.
When mounting a large housing over a bearing that is already in position on a shaft it is advisable to
provide three-point suspension for the housing, and for the length of one sling to be adjustable. This
enables the housing bore to be exactly aligned with the bearing.
Inspection and cleaning
As with all other important machine components, ball and roller bearings must be frequently cleaned
and examined. The intervals between such examinations depend entirely on the operating conditions.
If it is possible to ascertain the condition of the bearing during service, e.g. by listening to the sound of
the bearing when it is running and measuring the temperature or examining the lubricant. It is then
usually found sufficient if the bearings (rings, cage and rolling elements) and other parts of the bearing
arrangement are thoroughly cleaned and inspected annually. Where the load is heavy, the frequency of
inspection must be increased, e.g. rolling mill bearings are often inspected when the rolls are changed.
After the bearing components have been cleaned with a suitable solvent (white spirit, paraffin etc.) they
should be oiled or greased immediately to prevent corrosion. This is particularly important for bearings
in machines that are left to stand for considerable periods.
Bearing storage
Large rolling bearings should only be stored lying down, and preferably with support for the whole
extent of the side faces of the rings. If kept in a standing position, the weight of the rings and rolling
elements can give rise to permanent deformation because the rings are relatively thin-walled.
Bearing life cycle
Every bearing has a pre-calculated
service lifetime. However, research has
shown that for various reasons, not
every bearing achieves it. Important
stages, which have a major impact on a
bearing service lifetime, can be
recognized during the bearing's lifecycle.
These stages are mounting and
lubrication, alignment, re-lubrication,
basic condition monitoring and
dismounting.
Mounting is one of the critical stages of the bearing's lifecycle. If the bearing is not mounted properly
using the correct method and tools, the bearing's service lifetime will be reduced. Lubrication is also an
important step in the mounting procedure. Selecting bearing grease suitable for the application is critical
to achieving optimum performance. Additionally, the quantity of grease and the lubrication method
used can positively influence the service life of the bearing.
Alignment
Includes shaft and belt alignment tools and machinery shims
After the bearing has been mounted in an application, such as a motor connected to a pump, the
application should be aligned. If the application is not properly aligned, the misalignment can cause the
bearing to suffer additional load, friction and vibration. These can accelerate fatigue and reduce the
bearing’s, as well as other machine component’s, service life. Furthermore, increased vibration and
friction can significantly increase energy consumption and the risk of premature failures.
Re-lubrication
Includes bearing greases, manual and automatic lubricators and lubrication accessories
When operating, the bearing requires correct re-lubrication practices to optimize its performance.
Selecting bearing grease suitable for the application and applying the right quantities at correct intervals
are essential for achieving the maximum service life of the bearing. Additionally, the re-lubrication
method used can positively contribute to optimizing the bearing's service life. Continuous lubrication
using automatic lubricators, single or multiple-point, provides more consistent, correct and
contamination-free grease supply than manual re-lubrication methods.
During operation, it is important to regularly inspect the condition of the bearing by performing basic
condition monitoring, such as temperature, vibration and noise measurements. These regular
inspections will allow the detection of potential problems and help to prevent unexpected machine
stops.
Dismounting
Includes pullers, both mechanical and hydraulic, induction heaters and hydraulic equipment
At some point, the bearing will reach the end of its service life and will have to be replaced. Although
the bearing may not be used again, it is extremely important to dismount it correctly so that the service
life of the replacement bearing is not compromised. Firstly, the use of proper dismounting methods
tools will help prevent damage to other machine components, such as the shaft and housing, which are
often re-used. Secondly, incorrect dismounting techniques can be hazardous to the operator
Mounting and dismounting techniques
To provide proper bearing performance and prevent premature failure, skill and cleanliness when
mounting ball and roller bearings are necessary.
As precision components, rolling bearings should be handled carefully when mounting. It is also
important to choose the correct method of mounting and to use the correct tool for the job.
To realize maximum bearing service life, a bearing must be installed correctly - which often is more
difficult than it appears, especially where large size bearings are concerned.
Mounting
Depending on the bearing type and size, mechanical, thermal or hydraulic methods are used for
mounting. In all cases it is important that the bearing rings, cages and rolling elements or seals do not
receive direct blows and that the mounting force must never be directed through the rolling elements.
Cold mounting
If the fit is not too tight, small bearings may be driven into position by applying
light hammer blows to a sleeve placed against the bearing ring face. The blows
should be evenly distributed around the ring to prevent the bearing from
tilting or skewing. The use of a mounting dolly instead of a sleeve enables the
mounting force to be applied centrally.
Hot mounting
It is generally not possible to mount larger bearings in the cold state, as the force required to mount a
bearing increases very considerably with increasing bearing size. The bearings, the inner rings or the
housings (e.g. hubs) are therefore heated prior to mounting.
For bearings having a tapered bore, inner rings are always mounted with an interference fit. The degree
of interference is not determined by the chosen shaft tolerance, as with bearings having a cylindrical
bore, but by how far the bearing is driven up onto the tapered shaft seat, or onto the adapter or
withdrawal sleeve. As the bearing is driven up the tapered seat, its radial internal clearance is reduced.
This reduction can be measured to determine the degree of interference and the proper fit.
Small bearings
Small bearings may be driven up onto a tapered seat using a nut. In the case of adapter sleeves the
sleeve nut is used. Small withdrawal sleeves may be driven into the bearing bore using a nut. A hook or
impact spanner can be used to tighten the nut. The seat surfaces of the shaft and sleeve should be
lightly oiled with thin oil before mounting is started.
The oil injection method is used. Oil under high pressure is injected between the bearing and bearing
seat to form an oil film. This oil film separates the mating surfaces and appreciably reduces the friction
between them. This method is typically used when mounting bearings directly on tapered journals, but
is also used to mount bearings on adapter and withdrawal sleeves that have been prepared for the oil
injection method. A pump or oil injector produces the requisite pressure, the oil is injected between the
mating surfaces via ducts and distributor grooves in the shaft or sleeve. The necessary ducts and grooves
in the shaft must be considered when designing the bearing arrangement.
Dismounting
If bearings are to be used again after removal, the force used to dismount them must never be applied
through the rolling elements.
With separable bearings, the ring with the rolling element and cage assembly can be removed
independently of the other ring. With non-separable bearings, the ring having the looser fit should be
withdrawn from its seat first.
Cold dismounting
Small bearings may be removed from their seats by applying light hammer
blows via a suitable drift to the ring face, or preferably by using a puller. The
claws of the puller should be placed around the side face of the ring to be
removed, or an adjacent component e.g. a labyrinth ring etc
The dismounting of large bearings from tapered journals is greatly eased if the oil
injection method is employed. After injecting pressurised oil between the mating
surfaces, the bearing will separate suddenly from its seat. A stop must therefore
be provided, for example, a shaft nut or end plate, to limit the axial movement of the bearing to
somewhat more than the drive-up distance.
Dismounting large bearings from an adapter sleeve with a hydraulic nut has
proved easy to do. To use this technique however, the bearing must be mounted
against a support ring.
Tolerance is the total amount a dimension may vary and is the difference between the upper
(maximum) and lower (minimum) limits.
Form tolerances
Table 2: ISO tolerance grades for lengths (lengths, widths, diameters etc.)
The cylindricity tolerances as defined in ISO 1101:2004 should be 1 to 2 IT grades better than the
prescribed dimensional tolerance, depending on requirements. For example, if a bearing shaft seat has
been machined to tolerance m6, then the accuracy of form should be to IT5 or IT4. The tolerance value
t1 for cylindricity is obtained for an assumed shaft diameter of 150 mm from t1 = IT5/2 = 18/2 = 9 µm.
However, the tolerance t1 is for a radius, hence 2t1 applies for the shaft diameter.
When bearings are to be mounted on adapter or withdrawal sleeves, the cylindricity of the sleeve seat
should be IT5/2 (for h9) or IT7/2 (for h10).
Table 3: Accuracy of form and position for bearing seats on shafts and in housings
1)
For bearings of higher accuracy (tolerance class P4 etc.) please refer to the catalogue "High-/super-
precision bearings" (table)
Conditions of rotation
Conditions of rotation refer to the bearing ring being considered in relation to the direction of the load.
Essentially, there are three different conditions:
rotating load
stationary load
direction of load indeterminate
Rotating load
If the bearing ring rotates and the load is stationary, or if the ring is stationary and the load rotates so
that all points on the raceway are subjected to load in the course of one revolution. Heavy loads which
do not rotate but oscillate, for example, those acting on connecting rod bearings, are generally
considered as rotating loads.
A bearing ring subjected to a rotating load will turn (creep or wander), on its seat if mounted with a
clearance fit, and wear (fretting corrosion) of the contact surfaces will result. To prevent this,
interference fits must be used.
Stationary load
If the bearing ring is stationary and the load is also stationary, or if the ring and the load rotate at the
same speed, so that the load is always directed towards the same position on the raceway. Under these
conditions, a bearing ring will normally not turn on its seat. Therefore, the ring need not necessarily
have an interference fit unless this is required for other reasons.
Temperature conditions
Temperature differentials and the direction of heat flow in the bearing arrangement must therefore be
carefully considered.
To reduce resilience and vibration, clearance fits should generally not be used for bearings where high
demands are placed on running accuracy. Bearing seats on the shaft and in the housing should be made
to narrow dimensional tolerances, corresponding at least to grade 5 for the shaft and at least to grade 6
for the housing. Tight tolerances should also be applied to the cylindricity.
Design and material of shaft and housing
The fit of a bearing ring on its seat must not lead to uneven distortion of the ring (out-of-round). This
can be caused, for example, by discontinuities in the seat surface. Split housings are therefore not
generally suitable where outer rings are to have a heavy interference fit and the selected tolerance
should not give a tighter fit than that obtained with tolerance group H (or at the most K). To provide
adequate support for bearing rings mounted in thin-walled housings, light alloy housings or on hollow
shafts, heavier interference fits than those normally recommended for
thick-walled steel or cast iron housings or for solid shafts should be used.
Also, sometimes lighter interference fits may be required for certain shaft
materials.
Bearings with clearance fits are usually easier to mount or dismount than
those with interference fits. Where operating conditions necessitate
interference fits and it is essential that mounting and dismounting can be
done easily, separable bearings, or bearings with a tapered bore may be
used. Bearings with a tapered bore can be mounted either directly on a
tapered shaft seat or via adapter or withdrawal sleeves on smooth or stepped cylindrical shafts.
If cylindrical roller bearings having one ring without flanges, needle roller bearings or CARB toroidal
roller bearings are used, both bearing rings may be mounted with an interference fit because axial
displacement will take place within the bearing.
Recommended Fits
To achieve interference or a clearance fit for bearings with a cylindrical bore and cylindrical outside
diameter, suitable tolerance ranges for the seats on the shaft and in the housing bore are selected from
the ISO tolerance system. Only a limited number of ISO tolerance grades need be considered for rolling
bearing applications.
Bearings with a tapered bore are mounted either directly on tapered shaft seats or on adapter or
withdrawal sleeves, having an external taper, which are fitted to cylindrical shaft seats. In these cases,
the fit of the bearing inner ring is not determined, as for bearings with a cylindrical bore, by the selected
shaft tolerance but by the distance through which the ring is driven up on its tapered seat or sleeve.
Special precautions with respect to the reduction of the internal clearance.
Bearing Life calculation
The life of a rolling bearing is defined as
which the bearing is capable of enduring before the first sign of metal fatigue (flaking, spalling) occurs
on one of its rings or rolling elements.
Practical experience shows that seemingly identical bearings operating under identical conditions have
different individual endurance lives. A clearer definition of the term "life" is therefore essential for the
calculation of the bearing size.
There are several other types of bearing life. One of these is "service life", which represents the actual
life of a bearing in real operating conditions before it fails. Note that individual bearing life can only be
predicted statistically. Life calculations refer only to a bearing population and a given degree of
reliability, i.e. 90%, furthermore field failures are not generally caused by fatigue, but are more often
caused by contamination, wear, misalignment, corrosion, or as a result of cage, lubrication or seal
failure.
Another "life" is the "specification life". This is the life specified by an authority, for example, based on
hypothetical load and speed data supplied by the same authority. It is generally a requisite L10 basic
rating life and based on experience gained from similar applications.
L10 = (C/P)^p
If the speed is constant, it is often preferable to calculate the life expressed in operating hours, using the
equation
Where
L10 = basic rating life (at 90% reliability) [millions of revolutions]
L10h = basic rating life (at 90% reliability) [operating hours]
C = basic dynamic load rating, kN]
P = equivalent dynamic bearing load [kN]
n = rotational speed [r/min]
p = exponent of the life equation
3 for ball bearings
10/3 for roller bearings
For modern high quality bearings the nominal or basic rating life can deviate significantly from the actual
service life in a given application. This life depends on many different factors such as loading, speed,
lubrication, fitting, setting, operating temperature, contamination, maintenance, plus many other
environmental factors. Due to all these factors, the life of an individual bearing is impossible to predict
precisely. Also, bearings that may appear to be identical can exhibit considerable life scatter when
tested under identical conditions.