Mounting of Bearings On

Shaft

By: Safa S Shaikh

Roll No.3165093
Department of Mechanical Engineering

MIT College of Engineering, Pune

2018-19
 Contents
1. Mounting of Bearings
2. Types of Mounting Process
Mechanical methods
Thermal methods
Hydraulic methods
3. Conclusion

Department of Mechanical Engineering, MIT College of Engineering, Pune

MOUNTING OF BEARINGS
 Rolling bearings are heavy-duty machine elements
which are used for provding relative motion between
two components.
 The method of mounting rolling bearings strongly
affects their accuracy, life and performance, so their
mounting deserves careful attention. Their
characteristics should first be thoroughly studied, and
then they should be mounted in the proper manner.
 It is recommended that the handling procedures for
bearings be fully investigated by the design engineers
and that standards be established as per requirements.
Department of Mechanical Engineering,MIT
College of Engineering,Pune
METHODS OF MOUNTINGS
Mechanical methods
Thermal methods
Hydraulic methods

Department of Mechanical Engineering,MIT

College of Engineering,Pune
Mechanical Methods
 Smaller rolling bearings can often be mounted by
purely mechanical means if the bearing seat is not too
tight.
 It must be ensured however, that the forces applied in
this case do not cause damage to the bearings or their
seating surfaces.
 The use of suitable tools and compliance with certain
specifications is helpful in avoiding this.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
 Mounting of Cylindrical Seats
 Bearings up to a bore diameter
of approx. 80 mm can be
pressed onto the shaft where a
cylindrical seat is present. It is
recommended that a
mechanical or hydraulic press
is used in this case as shown in
adjoining figure.
 The bearing can be driven on  This method can also be
the shaft by gentle taps with a used for the mounting of
hammer or mallet. sleeves, intermediate
rings,seals and similar
parts.
Department of Mechanical Engineering,MIT
College of Engineering,Pune
 Hook wrenching
 Hook wrenches can be used to tighten
and loosen locknuts (precision
locknuts) on shafts, adapter sleeves or
withdrawal sleeves,
 Figure shows how hook wrenches can
be used to mount small and medium
sized rolling bearings on tapered shaft
seats, adapter sleeves or withdrawal
sleeves.
 If no torque value is specified, jointed
hook wrenches, jointed pin wrenches
and jointed face wrenches can be used
for locknuts and precision locknuts.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
 Self-aligning bearing
 If a bearing is to be
simultaneously pressed onto
the shaft and into the housing, a
disc must be used that is in
contact with both bearing rings.
 This prevents tilting of the
outer ring in the housing and
also avoiding misalignment of
the outer ring in the housing.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
Thermal Methods
 Bearings with a cylindrical bore should be heated
before mounting if a tight fit on the shaft is intended
and the effort required for pressing into place by
mechanical means is too great.
 When heating the bearings, the temperature must be
precisely monitored. An excessive temperature
differential between the individual components can
lead to distortion with the bearing and thus to damage.
 In addition, the heating temperature must not
normally exceed +120 °C, in order to prevent changes
to the structure and hardness of bearing.
.
 Sliding into place
of heated bearing parts
 After heating, the parts are slid in a single
movement, rapidly and without tilting, up
to the stop on the seat.
 While sliding onto the shaft, slight
rotation to give a screwdriver effect helps
to achieve prompt mounting.
 Protective gloves should be worn when
mounting the heated parts.
 Once the inner ring has been slid in
place, it must be held under tension until
it has cooled, so that it then remains in
full contact.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
 Induction heating device
 Rolling bearings can be brought to
mounting temperature quickly,safely and
above all cleanly by the use of induction
heating devices operating by the
transformer principle. The devices are
used mainly in batch mounting work.
 The heating devices can be used to heat
rolling bearings of all types,including
greased and sealed bearings. The smallest
heating device is used for bearings with a
bore of 10 mm or larger.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
 Using Heating Plate
 Heating plates are used to heat
rolling bearings or small machine
parts by means of contact heat. It
must be ensured, however,that the
entire bearing is heated
uniformly.
 Turn the bearing over several
times in order to ensure uniform
heating.
 A ring or disc is placed between a
heating plate without temperature
control and the inner ring of a
bearing with a polyamide cage.
Department of Mechanical Engineering,MIT
College of Engineering,Pune
Hydraulic Method
 Hydraulic tools can be used to apply large forces. These
methods are therefore particularly suitable for the mounting
of large bearings with a tapered bore.
 Hydraulic nuts are used as a mounting tool. Pressure can be
generated using oil injectors, hand pumps or hydraulic
units.
 With the hydraulic method, oil is injected between the
mating surfaces. This may be machine oil, or oil containing
rust dissolving additives.
 The oil film greatly reduces the friction between the mating
parts.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
 Using Hydraulic nuts
 Hydraulic nuts are used to press
components with a tapered bore onto
their tapered seat .These tools are
mainly used if the drive-up forces
required cannot be applied using
other accessories, e.g. shaft nuts or
pressure screws.
 Hydraulic nuts comprise a press
ring and an annular piston.
Depending on size, the nut thread is
a metric precision thread or a
trapezoidal thread.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
 Oil pressure method
 In the oil pressure method, oil is
pressed between the fit
surfaces.This method is particularly
suitable for the mounting of large
bearings with a tapered bore on a
conical shaft or on an adapteror
withdrawal sleeve.
 The oil film substantially
neutralises the contact between the
fit parts, so they can be displaced
relative to each other with the
application of little force and
without the risk of surface damage.
Fretting corrosion is loosened by
means of paraffin or rust-dissolving
additives in the oil.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
Conclusion
For mounting bearings on a shaft any type
of method can be used.
All the methods covered are easy and ensure
perfect flawless mounting of bearing on a
shaft, if required equipments are available.

Department of Mechanical Engineering,MIT

College of Engineering,Pune
THANK-YOU
Department of Mechanical Engineering,MIT
College of Engineering,Pune