Mounting and Dismounting PDF
Mounting and Dismounting PDF
Mounting and Dismounting PDF
06-10-02 13.57.06
General information.................................................................................................
Where to mount..............................................................................................................................
Preparations for mounting and dismounting................................................................................
Bearing handling.............................................................................................................................
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Mounting.................................................................................................................
Mounting bearings with a cylindrical bore.....................................................................................
Bearing adjustment........................................................................................................................
Mounting bearings with a tapered bore.........................................................................................
Test running.....................................................................................................................................
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263
267
Dismounting............................................................................................................
Dismounting bearings with a cylindrical bore................................................................................
Dismounting bearings with a tapered bore...................................................................................
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270
Bearing storage.......................................................................................................
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General information
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
tools for the job. The comprehensive SKF range
of maintenance products includes mechanical
and hydraulic tools and heating equipment as
well as other products for mounting and maintenance. This full line of products will facilitate
and speed the work, giving professional results.
Brief information can be found in the section
Maintenance and lubrication products, starting
on page 1065.
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. To be
sure that bearings are mounted and maintained
properly, SKF offers seminars and hands-on
training courses as part of the SKF Reliability
Systems concept. Installation and maintenance
assistance may also be available from your local
SKF company.
The information provided in the following
section is quite general and is intended primarily to indicate what must be considered by
machine and equipment designers in order
to facilitate bearing mounting and dismounting. More detailed descriptions of the actual
mounting and dismounting procedures can
be found in the publication SKF Bearing
Maintenance Handbook which is available
through your local SKF representative on
request, or online at www.skf.com/mount or
www.aptitudexchange.com.
Where to mount
Bearings should be installed in a dry, dust-free
room away from metalworking or other machines
producing swarf and dust. When bearings have
to be mounted in an unprotected area, which is
often the case with large bearings, steps need
to be taken to protect the bearing and mounting
position from contamination by dust, dirt and
moisture until installation has been completed.
This can be done by covering or wrapping bearings, machine components etc. with waxed
paper or foil.
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that they will not be exposed to any contaminants, especially dirt. Normally, the preservative
with which new bearings are coated before leaving the factory does not need to be removed; it is
only necessary to wipe off the outside cylindrical
surface and bore. If, however, the bearing is to
be grease lubricated and used at very high or
very low temperatures, or if the grease is not
compatible with the preservative, it is necessary
to wash and carefully dry the bearing. This is to
avoid any detrimental effect on the lubricating
properties of the grease.
Bearings should be washed and dried before
mounting if there is a risk that they have become
contaminated because of improper handling
(damaged packaging etc.).
When taken from its original packaging, any
bearing that is covered by a relatively thick,
greasy layer of preservative should also be
washed and dried. This might be the case for
some large bearings with an outside diameter
larger than 420 mm. Suitable agents for washing
rolling bearings include white spirit and paraffin.
Bearings that are supplied ready greased
and which have integral seals or shields on both
sides should not be washed before mounting.
Fig. 1
C
B
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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, as, for example, SKF TMBA gloves.
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. The bearing handling
tool TMMH from SKF ( fig. 2) is one such
arrangement, which solves most of the problems and facilitates handling, mounting and
dismounting bearings on shafts.
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 ( fig. 3).
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.
To ease lifting, large bearings can be provided
on request with threaded holes in the ring side
faces to accommodate eye bolts. The hole size
is limited by the ring thickness. It is therefore
only permissible to lift the bearing itself or the
individual ring by the bolts. Make also sure that
the eye bolts are only subjected to load in the
direction of the shank axis ( fig. 4). If the load
is to be applied at an angle, suitable adjustable
attachments are required.
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.
Fig. 2
Fig. 3
Fig. 4
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Fig. 5
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.
Some parts may be mounted with a loose
fit. To avoid any fretting corrosion between the
mating surfaces, it is recommended to apply
a thin layer of SKF anti-fretting agent LGAF 3 E.
Fig. 7
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Bearing adjustment
The internal clearance of single row angular
contact ball bearings and taper roller bearings
is only established, in contrast to other radial
bearings with cylindrical bore, when one bearing
is adjusted against a second bearing. Usually
these bearings are arranged in pairs either
back-to-back or face-to-face, and one bearing
ring is axially displaced until a given clearance
or preload is attained. The choice of clearance or
preload depends on the demands placed on the
performance of the bearing arrangement and
on the operating conditions. Additional information about bearing preloads can be found in
the section Bearing preload, starting on page
206, so that the recommendations in the follow
ing refer only to the adjustment of internal
Fig. 8
Fig. 9
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Fig. 10
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Fig. 11
Fig. 12
Fig. 13
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Fig. 14
Fig. 15
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Fig. 17
Fig. 18
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Test running
After mounting a bearing, the prescribed lubricant is applied and a test run made so that noise
and bearing temperature can be checked.
The test run should be carried out under
partial load and where there is a wide speed
range at slow or moderate speed. Under
no circumstances should a rolling bearing be
allowed to start up unloaded and accelerated to
high speed, as there is a danger that the rolling
elements would slide on the raceways and damage them, or that the cage would be subjected
to inadmissible stresses. Reference should be
made to the section Minimum load in the text
preceding the relevant product table sections.
Any noise or vibration can be checked using
an SKF electronic stethoscope. Normally, bearings produce an even purring noise. Whistling
or screeching indicates inadequate lubrication.
An uneven rumbling or hammering is due in
most cases to the presence of contaminants in
Fig. 19
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Dismounting
Fig. 20
Dismounting bearings
with a cylindrical bore
Fig. 21
Cold dismounting
Small bearings may be removed from their seat
ings 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 ( fig. 20), e.g. a
labyrinth ring etc. Dismounting is made easier if
provision is made for slots in the shaft and/or
housing shoulders to take the claws of the
puller, or
tapped holes are provided in the housing
shoulders to take withdrawal screws
( fig. 21).
Larger bearings mounted with an interference fit generally require greater force to
remove them, particularly if, after a long period
of service, fretting corrosion has occurred. Use
of the oil injection method considerably facilitates dismounting in such cases. This presupposes that the necessary oil supply ducts and
distributor grooves have been designed into the
arrangement ( fig. 22).
Fig. 22
Hot dismounting
Special induction heaters have been developed
to dismount the inner rings of cylindrical roller
bearings having no flanges or only one flange.
They heat the inner ring rapidly without any
appreciable heating of the shaft, so that the
expanded inner ring can be removed easily.
These electrical induction heaters ( fig. 23)
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Fig. 23
Fig. 24
have one or more coils energized by alternating current. It is necessary to demagnetize the
inner rings after heating and removal. The use
of electric withdrawal tools becomes economic
when bearings of the same size are frequently
mounted and dismounted.
When flangeless inner rings of cylindrical
roller bearings, or those with only one flange,
which have not to be removed frequently, or if
larger sizes of inner rings (up to approximately
400 mm bore diameter) have to be dismounted,
it is less costly and also easier to use a so-called
thermo-withdrawal ring also referred to as a
heating ring. This is a slotted ring, generally of
light alloy, with handles ( fig. 24).
The above-mentioned heaters and heating
rings are available from SKF. Additional informa
tion can be found in the section Maintenance
and lubrication products, starting on page
1069.
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Dismounting bearings
with a tapered bore
Dismounting bearing on a tapered journal
Small and medium-sized bearings on a tapered
journal can be dismounted using conventional
pullers, which engage the inner ring ( fig. 25).
Preferably a self-centring puller should be used
to avoid damage to the bearing seating. Bearings on tapered seatings normally loosen very
quickly. Therefore, it is necessary to provide a
stop of some kind, a lock nut for example, to
prevent the bearing from being completely
withdrawn from the shaft.
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 seating.
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 ( fig. 26).
Fig. 25
Fig. 26
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Fig. 27
Fig. 28
Fig. 29
Fig. 30
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Fig. 31
Fig. 32
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Bearing storage
Bearings can be stored in their original packaging for many years, provided that the relative
humidity in the storeroom does not exceed 60 %
and there are no great fluctuations in temperature. The storeroom should also be free of vibrations and shaking.
With sealed or shielded bearings it may be
found that the lubricating properties of the
grease with which they are filled may have
deteriorated if the bearings have been stored
for a long time. Bearings that are not stored in
their original packaging should be well protected
against corrosion and contamination.
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.
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, then it is 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.
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