INSTRUCTION MANUAL FOR
DODGE® S-2000 SPHERICAL ROLLER BEARINGS
GENERAL INFORMATION
DODGE S-2000 Spherical Roller Bearing mounted units incor-
porate a unique way of sealing the internal components of the
bearing while still allowing a full + or - 1 degree of misalignment.
The patented sealing system (Pat. #5,908,249) has proven
effective, due to its constant contact pressure, in protecting the
internal bearing components under maximum allowable misaligned
conditions.
INSTALLATION INSTRUCTIONS
NON-EXPANSION BEARING
WARNING
TO ENSURE THAT DRIVE IS NOT UNEXPECTEDLY
STARTED, TURN OFF AND LOCK OUT OR TAG POWER
SOURCE BEFORE PROCEEDING. FAILURE TO
OBSERVE THESE PRECAUTIONS MAY RESULT IN
BODILY INJURY.
1. Clean shaft and bore of bearing. The shaft should be
straight, free of burrs and nicks, and correct size (see
shaft tolerance table). If used shafting is utilized, then
the bearing should be mounted on unworn section of
shafting.
2. Lubricate shaft and bearing bore with grease or oil to
facilitate assembly. Slip bearing into position. When light
press fit is required, press against the end of the inner
ring of bearing. Do not strike or exert pressure on the
housing or seals.
3. Bolt bearing to support, using shims where necessary to
align bearing so inner ring does not rub on seal carrier.
Use full shims which extend across the entire housi ng
base.
4. Determine final shaft postion and tighten setscrews in the
locking collar(s) of non-expansion bearing to recommended torque while the other bearings remain free.
Rotate the shaft slowly under load, if possible, to properly center the rolling elements with respect to the
raceways. Then tighten setscrews into the locking collar
of the remaining bearings to the recommended torque.
5. Check rotation. If there is any strain, irregular rotational
torque or vibration, it could be due to incorrect
alignment, bent shaft or bent supports. Installation
should be rechecked and correction made where
necessary.
WARNING: Because of the possible danger to persons(s) or property from accidents which may result from the improper use of products, it is
important that correct procedures be followed: Products must be used in accordance with the engineering information specified in the catalog.
Proper installation, maintenance and operation procedures must be observed. The instructions in the instruction manuals must be followed.
Inspections should be made as necessary to assure safe operation under prevailing conditions. Proper guards and other suitable safety devices or
procedures as may be desirable or as may be specified in safety codes should be provided, and are neither provided by Baldor Electric Company
nor are the responsibility of Baldor Electric Company. This unit and its associated equipment must be installed, adjusted and maintained by
qualified personnel who are familiar with the construction and operation of all equipment in the system and the potential hazards involved. When
risk to persons or property may be involved, a holding device must be an integral part of the driven equipment beyond the speed reducer output
shaft.
EXPANSION BEARING
Steps (1, 2, 3) Same as Non-Expansion Bearing.
4. Position expansion bearing in the housing. For normal
expansion conditions, the bearing insert should be positioned in the center of the housing. To center bearing
insert in housing, move bearing insert to extreme position and mark shaft. Then using bearing maximum total
expansion table, move bearing insert in opposite direction one-half the total expansion to center bearing in the
housing. If maximum expansion is required, move
bearing insert to the extreme position in the housing to
permit full movement in direction of expansion. After
expansion bearing has been positioned in t he housing,
tighten the setscrews in the locking collar to the
recommended torque.
5. Same as Non-Expansion Bearing.
FIELD CONVERSION (RE-OP) OF A NON-EXPANSION
BEARING INTO AN EXPANSION BEARING
All non-expansion bearing sizes can be re-o ped to become
expansion bearings. To re-op a non-expansion to an
expansion bearing follow these steps:
1. Move the snap ring, opposite from the collar side of
bearing, to the outermost snap ring groove.
2. Install bearing per Expansion Bearing instructions listed
above.
NOTE: Bearing nameplate has a non-expansion Part
Number. When bearing is re-oped the bearing should be
marked as expansion for future reference.
BEARING MAXIMUM TOTAL EXPANSION TABLE
SHAFT SIZE
in. in.
13/8 - 11/2 3/16
111/16 - 37/16 1/4
315/16 5/16
47/16 - 415/16 3/8
TOTAL
EXPANSION
LUBRICATION INSTRUCTIONS
OPERATION IN PRESENCE OF DUST, WATER
OR CORROSION VAPORS
This bearing is factory lubricated with No. 2 consistency
lithium complex base grease which is suitable for most
applications. However, extra protection is necessary if
bearing is subjected to excessive moisture, dust, or
corrosive vapor. In these cases, bearing should contain as
much grease as speed will permit (a full bearing with
consequent slight leakage through the seal is the best
protection against contaminant entry).
In extremely dirty environments, the bearing should be
purged daily to flush out contaminants. For added protectio n,
it is advisable to shroud the bearing from falling material.
HIGH SPEED OPERATION
At higher operation speeds, too much grease may cause
overheating. In these cases, the amount of lubrication can
only be determined by experience. If excess grease causes
overheating, remove grease fittings and run for ten minutes.
This will allow excess grease to escape. Then wipe off
excess grease and replace grease fittings.
In higher speed applications, a small amount of grease at
frequent intervals is preferable to a large amount at
infrequent intervals. However, the proper volume and
interval of lubrication can best be determined by experience.
AVERAGE OPERATIONS
The following table is a general guide for normal operating
conditions. However, some situations may require a change
in lubricating periods as dictated by experience. If the
bearing is exposed to unusual operating conditions, consu lt
a reputable grease manufacturer.
Lubrication Guide
Read Preceding Paragraphs Before Establishing Lubrication Schedule
Suggested Lubrication Period in Weeks
Hours
per day
run
8
16
24
1 to
250
rpm
12
12
10
251 to
500
rpm
12
7
5
501 to
750
rpm
10
5
3
751 to
1000
rpm
7
4
2
1001 to
1500
rpm
5
2
1
1501 to
2000
rpm
4
2
1
2001 to
2500
rpm
3
2
1
2501 to
3000
rpm
2
1
1
OPERATING TEMPERATURE
Abnormal bearing temperatures may indicate insufficient
lubrication. If the housing is too hot to touch for more than a
few seconds, check the temperature by applying a thermometer at the top of the pillow block with the thermometer tip
surrounded by putty.
Because the thermometer reading will be approximately
10°F lower than the actual bearing temperature, add ten
degrees to the reading and compare to the temperature
rating of your grease. If the bearing temperature reading is
consistent and operating within the recommended limits of
your grease, the bearing is operating satisfactorily.
The recommended maximum operating temperature for S2000 Spherical Roller Bearings is 200 °F.
STORAGE OR SPECIAL SHUT DOWN
If equipment will be idle for some time, before shutting down,
add grease to the bearing until grease purges from the
seals. This will ensure protection of the bear ing, particularly
when exposed to severe environmental conditions. After
storage or idle period, add fresh grease to the bearing before
starting.
SET SCREW TORQUE TABLE
Socket
Shaft Size
13/8 - 13/4 inches
15/16 - 27/16 inches
11
11/16 - 37/16 inches
12
13
15/16 - 415/16 inches
Set Screw
5/16 inches
3/8 inches
1/2 inches
5/8 inches
Size
165 Inch Pounds
290 Inch Pounds
620 Inch Pounds
1325 Inch Pounds
Tightening
Torque
RECOMMENDED SHAFT TOLERANCE TABLE
Normal Load and Catalog
Shaft Size Speed*
Up to 11/2 inches +.000 inches –.0005 inches
Over 11/2 to 21/2 inches +.000 inches –.001 inches
Over 21/2 to 4 inches +.000 inches –.001 inches
Over 4 to 5 inches +.000 inches –.0015 inches
Low to Normal Equivalent
On severe applications and where dynamic balance and minimum
runout are important, a snug to light press fit may be required to
obtain optimum bearing performance. Consult factory.
*Normal equivalent load .08C to .18C.