Taper Roller Bearings
Installation and Maintenance
F O R M
PN 780361, PS-740-0001
9579E
Revised
August 2016
• 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.
These instructions cover single and double locking collar tapered roller bearings. It is important that they be read in their entirety before attempting
installation or removal. The procedures indicated should be carefully followed. Failure to do so can result in misinstallation which could cause bearing
performance problems as well as serious personal injury.
• Periodic inspections should be performed. Failure to perform proper
maintenance can result in premature product failure and personal injury.
NOTICE:
• The bearing is designed for a maximum permissible static misalignment of ± 3 degrees. Installation, handling or
operation of the bearing in excess of the maximum of ± 3 degrees can cause reduction in bearing performance and may
lead to equipment failure.
• Do not strike on or hammer on any component of the bearing and/or shaft. Impact can result in damage to the bearing
that may cause reduction in bearing performance and may lead to equipment failure.
BEARINGS IN BOLT-ON HOUSINGS
Step 1: Inspect Shaft and Bore
Shaft should be within tolerance range shown in Table 1, 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 bearing bore for
debris or contaminants. Wipe clean as necessary.
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 1
RECOMMENDED SHAFT TOLERANCES
NOMINAL BORE DIAMETER TOLERANCE (INCH)
1 3/16 - 2 +0.000 / -0.0005
2 3/16 - 4 +0.000 / -0.0010
4 7/16 - 5 +0.000 / -0.0015
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 5: Position Insert
If expansion units are used, the insert must be located in the housing to
allow for axial shaft expansion and/or contraction. In most applications,
position the bearing insert within the housing towards the fixed (nonexpansion) unit. It may be necessary to unload the bearing while moving
the assembly.
Use Table 2 to review the total available bearing expansion. If the
application requires additional expansion, contact application engineering.
Step 3: Install Unit
To aid installation, keep weight off bearing during mounting. Slide unit
onto shaft by pushing on the inner ring. If it is difficult to mount bearing on
shaft, use a piece of emery cloth to reduce any high spots on the shaft.
Expansion Bearing Applications:
For most applications using expansion type units, the fixed unit (non-
expansion unit) is placed at the drive end of the shaft. The expansion unit
would be placed where relative movement can be best tolerated.
TABLE 2
TOTAL AVAILABLE PILLOW BLOCK HOUSING EXPANSION
BORE SIZE EXPANSION
inch mm inch mm
1 3/16 - 2 3/16 35 - 55 3/16 4.76
2 1/4 - 2 1/2 60 - 65 1/4 6.35
2 11/16 - 3 1/2 70 - 95 5/16 7.94
3 15/16 - 5 100 - 125 3/8 9.53
BEARINGS IN BOLT-ON HOUSINGS - CONTINUED
Step 6: Tighten Locking Mechanism
Setscrew Locking Inserts (single lock and double lock)
• Setscrews in multiple bearing applications should be aligned
as shown below.
• Tighten the first screw to one half the recommended torque in
table 3. Tightened second screw to full torque. Tighten first screw
to full torque.
• If the bearing unit has two lock collar, repeat the
same procedure for the second set of
setscrews. Check shaft again for
freedom of rotation and then
tighten the second bearing
unit in the same fashion.
• When all bearings are
tightened, perform a final
check to the shaft
for freedom of rotation.
REPLACING EXISTING BEARING INSERTS
Step 1: Remove Cap Bolts and Top Half of Housing
Do not mix housing top and bottom halves
TABLE 3
LOCK COLLAR SETSCREW TORQUE
BORE SIZE
INCH MM
1 3/16 - 1 11/16 35 - 40 5/32 12
1 3/4 - 2 1/2 45 - 65 3/16 19
2 11/16 - 3 1/2 70 - 95 1/4 43
3 15/16 - 4 100 - 105 5/16 83
4 7/16 - 5 110 - 125 3/8 155
HEX SIZE FOOT-POUNDS
TABLE 4
PILLOW BLOCK HOUSING
BORE SIZE
INCH MM
1 3/16 - 1 1/4 - 17
1 3/8 - 2 3/16 35 - 55 30
2 1/4 - 3 60 - 75 75
3 3/16 - 4 1/2 80 - 115 265
4 15/16 - 5 120 - 125 390
HOUSING CAP TIGHTENING
TORQUE (FOOT-POUNDS)
Step 2: Remove Bearing from Shaft
Loosen the setscrews and slide the bearing off the shaft
Step 3: Inspect Shaft and Housing Bore
Shaft should be within tolerance range shown in table 1 and free of
nicks and burs, repair or replace shafting as needed. Inspect the housing
for damage, wipe housing bore clean as necessary and check that the
lubrication hole is clean and free of debris.
Step 4: Load New Insert and Tighten Housing
• Slide bearing onto shaft and seat the bearing in the housing base.
• Check to assure that the rubber grommet is properly seated in the
lube hole in the top of the housing. Position the insert so that the
lock pin lines up with the lock pin slot in the top half of the housing.
Be sure that the lock pin is not positioned in the lube hole. Be sure
to check the bearing inserts for proper alignment. Align the bearing
within the housing.
• Install the top half of the housing. Tighten down the cap mounting
bolts to the recommended torque listed in tables 4, 5, 6 or 7 based
on the housing type.
• If insert can be made to swivel within housing by hand, fit is too
loose and entire unit should be replaced. If heavy force is required,
fit is too tight and entire unit should be replaced.
Step 5: Position Insert and Tighten Locking Mechanism
Refer to Steps 5 and 6 From Preceding Section
TABLE 5
FLANGE BEARING HOUSING
BORE SIZE
INCH MM
1 3/16 - 2 35 - 50 30
2 3/16 - 3 55 - 75 75
3 3/16 - 4 80 - 105 150
HOUSING CAP TIGHTENING
TORQUE (FOOT-POUNDS)
TABLE 6
PILOTED FLANGE HOUSING
BORE SIZE
INCH MM
1 3/16 - 2 35 - 50 17 4
2 3/16 - 3 55 - 75 50 8
3 3/16 - 4 80 - 105 75 17
4 7/16 - 5 110 - 125 15 0 75
OUTSIDE BOLTS
TIGHTENING TORQUE
(FOOT-POUNDS)
INSIDE BOLTS
TIGHTENING TORQUE
(FOOT-POUNDS)
TABLE 7
EXPANSION PILLOW BLOCK HOUSING
BORE SIZE
INCH MM
1 3/16 - 1 1/4 - 17
1 3/4 - 2 3/16 35 - 55 30
2 1/4 - 3 60 - 75 75
3 3/16 - 3 1/2 80 - 95 265
3 15/16 - 4 1/2 100 - 115 150
4 15/16 - 5 120 - 125 265
HOUSING CAP TIGHTENING
TORQUE (FOOT-POUNDS)
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