
Performance Spherical Roller Bearing
Installation Instructions
Split Pillow Block Housings
F O R M
PN 787408, PS-740-0001
9567E
Revised
September 2015
• Read and follow all instructions carefully.
• Disconnect and lock-out power before installation and maintenance.
Working on or near energized equipment can result in severe injury or death.
• Do not operate equipment without guards in place. Exposed equipment can
result in severe injury or death.
Mounting Lock Collar Units:
Step 1: Inspect Shaft and Bore-
Shaft should be within tolerance range shown in Table I, clean and
free of nicks and burrs. Mount bearings on unused section of shafting
or repair/ replace shafting as required. Inspect both the shaft and the
bearing bore for debris or contaminants. Wipe clean as necessary.
Table I
Recommended Shaft Tolerances
Nominal Bore Diameter Tolerance (inch)
1 7/16 - 2 +0.0000 / -0.0005
2 7/16 - 4 +0.000 / -0.001
4 7/16 - 5 15/16 +0.0000 / -0.0015
6 7/16 - 7 +0.000 / -0.002
Step 2: Check Support Surfaces:
Make sure the base of the housing and the support surfaces are clean
and free from burrs. If the housing elevation is adjusted with shims these
must cover the entire contact area between the housing and the support
surface.
Step 3: Install Unit:
To aid installation, keep weight off bearing during mounting. Slide unit
onto the shaft by pushing on the inner ring. If it is difcult to mount
bearing on shaft, use a piece of emery cloth to reduce any high spots on
the shaft.
• Periodic inspections should be performed. Failure to perform proper maintenance
can result in premature product failure and personal injury.
Step 5: Position Insert:
Expansion units must be located in the housing to allow axial shaft
expansion and/or contraction. Position bearing insert to obtain the
required axial expansion in the desired directions. It may be necessary
to unload the bearing while moving the assembly.
Step 6: Tighten Setscrews:
Setscrews in multiple bearing applications should be aligned as seen in
Figure 1. Tighten the bearing units to the shaft as follows:
a) Torque the rst setscrew to one half of the recommended torque
in Table II.
b) Torque the second setscrew to the full torque. Go back to the
rst setscrew and tighten to the full torque.
If the bearing unit has two lock collars, one on either end, repeat the
same procedure for the second lock collar. Check shaft again for
freedom of rotation and then tighten second bearing unit in the same
fashion. When all bearings are tightened, perform a nal check to the
shaft for freedom of rotation.
Figure 1
Step 4: Fasten Unit In Place:
Install housing mounting bolts and check bearing alignment. Align
the bearing units as closely as possible. Tighten mounting bolts to
recommended fastener torques. Check the shaft for freedom of rotation
by rotating shaft with hand in both directions.
Table II
Lock Collar Setscrew Torque
Bore Size Hex Size Foot-Pounds
1 7/16 - 1 3/4 5/32 14
1 15/16 - 2 1/2 3/16 25
2 15/16 - 3 1/2 1/4 55
3 15/16 - 4 1/2 5/16 120
4 15/16 - 5 15/16 3/8 180
6 7/16 - 7 1/2 428

Mounting Adapter Lock Units:
Step 1: Inspect Shaft and Bore-
Shaft should be within tolerance range shown in Table III, clean and
free of nicks and burrs. Mount bearings on unused section of shafting
or repair/replace shafting as required. Inspect both the shaft and the
adapter bore for debris or contaminants. Wipe clean as necessary.
Notice: Do not apply any additional lubricant (ex. Grease, oil, or antiseize compound) to bearing tapered surfaces, bore or shafting. Bearing
components have a light oil, rust preventative coating that should not
be removed. Application of additional lubricant may cause reduction in
bearing performance and may lead to equipment failure and/or personal
injury.
Table III
Recommended Shaft Tolerances
Nominal Bore Diameter Tolerance (inch)
1 7/16 - 2 +0.000 / -0.003
2 7/16 - 4 +0.000 / -0.004
4 7/16 - 5 15/16 +0.000 / -0.005
6 7/16 - 8 +0.000 / -0.006
Step 2: Check Support Surfaces:
Make sure the base of the housing and the support surfaces are clean
and free from burrs. If the housing elevation is adjusted with shims these
must cover the entire contact area between the housing and the support
surface.
Step 3: Install Unit:
Notice: One expansion unit is to be used in conjunction with one
non-expansion unit for applications using an adapter lock unit. Failure to utilize one expansion and one non-expansion unit is likely to
result in reduced bearing performance.
To aid installation, keep weight off bearing during mounting. Slide
unit onto the shaft by pushing on the inner ring. If it is difcult to
mount bearing on shaft, use a piece of emery cloth to reduce any
high spots on the shaft.
Step 5: Position Insert:
Expansion inserts must be located in the housing. If the direction of shaft
growth is in the direction seen in Figure 2, align the bearing as shown. If
the direction of shaft growth is opposite to that shown in Figure 2, center
the insert in the housing.
Figure 2
Step 6: Shaft Lock:
Tighten the cap screws in the specied order as seen in Figure 3.
Continue tightening until all cap screws have become snug. Using a
torque wrench, tighten each cap screw to one half of the appropriate
torque value in Table IV. In the same order, repeat the procedure
tightening each cap screw to the full appropriate value. Once complete,
follow the same pattern and verify each cap screw has met the
appropriate torque value and all cap screws have achieved equivalent
resistance. Repeat step 6 for other bearing(s). Rotate the shaft by hand
to check for freedom of rotation.
Figure 3
Step 4: Fasten Unit In Place:
Install housing mounting bolts and check bearing alignment. Align the
bearing units as closely as possible.
Tighten mounting bolts to recommended fastener torques. Check
the shaft for freedom of rotation by rotating shaft with hand in both
directions.
MCIM15048E • Form 9567E • Printed in USA
2
Table IV
Adapter Lock Cap Screw Information
Bore Size
1 7/16 - 1 1/2 45 1/8 3
1 15/16 - 2 30 1/8 3
2 7/16 - 2 1/2 60 1/8 4
2 15/16 - 3 55 1/8 4
3 7/16 - 3 1/2 80 3/16 4
3 15/16 - 4 80 3/16 4
4 7/16 - 4 1/2 11 5 3/16 4
4 15/16 - 5 130 3/16 6
5 7/16 - 5 1/2 11 5 3/16 6
5 15/16 175 3/16 8
6 7/16 - 7 225 1/4 8
7 1/2 - 8 275 1/4 8
Torque
(inch - Pounds)
Hex Size # Cap Screws