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Best Practices: Bearing Installation


There are several different ways to install a bearing. But the question should always be: Which method offers the best assurance that the new bearing will last?

As a SKF bearing distributor, IBT has to always keep up on the latest manufacturers' information and pass it on to the customer. At the IMT department, we install numerous bearings and make extra sure that we are keeping up with the best practices and latest recommendations.

There are three basic mounting methods in which a bearing should be mounted. The determining factor in which to use should be based on:

1) Number of bearings to be mounted.
2) Magnitude of the interference fits.
3) Availability of tools.


The commonly used practices are:

A) Heated Bearing
If proper procedures are followed, heat mounting is the best way to assure that the bearing is mounted without damage to the bearing or shaft. When it has been heated, the bearing can easily be slid onto the shaft. Appropriate heating methods include induction heaters, ovens, hot plates and heating cones. Normally a bearing should only be heated to 150º F above shaft temperature, not to exceed 250º F. Never use an open flame such as a blowtorch.

B) Cold Mounted Bearing
Mounting a bearing without heating is the most basic and direct mounting method. This is achieved by applying force to the face of the bearing race which has an interference fit. Although this is the most commonly used practice, it is not best at preventing damage to the new bearing or achieving shaft fit. Do not use a hammer to drive the bearing on, as the blows can damage the rolling element. When using this method, try to use some type of hydraulic press whenever possible.

C) Tapered Bore - Spherical Roller Bearings
These are the most commonly installed bearings by the IMT department. This method consists of a bearing and tapered sleeve adapter. As the bearing is driven up the sleeve the clearance between the rollers and inner and outer race is reduced. Too little or too much of a reduction will result in a premature bearing failure. Driving the bearing into place can be accomplished by using a threaded lock nut, bolted end plate, hydraulic nut, or mounting sleeve.

In any case and with any method, extreme care is necessary when mounting bearings. Improper or imprecise mounting can affect bearing life. A truly bad fit will damage the bearing, the shaft, the machine and your job security. Make sure you are comfortable with what you are doing. And, of course, IMT is always ready, willing and able to provide professional assistance in the bearing installation process.

To learn how we may help you, contact Chris Treat.

To learn more about services available form IMT, contact us today!