Installation Guide
Timken®
Tapered Roller Bearing
Housed Units Installation and
Lubrication Instructions
INSTALLATION
1. Ensure that the shaft is clean, free from nicks and burrs, straight and
of proper diameter. See Table 1 for recommended shaft tolerances. The
bearing should not be mounted on a worn section of the shaft. Use of
shafts with hardness greater than Rc 45 will reduce the effectiveness of
locking devices.
2. Slide the unit into position on the shaft.
3. Install housing attachment bolts. Check housing alignment (Figure
1). Verify mounting surfaces are in the same flat plane to help make
sure good alignment is achieved. If shimming is required to minimize
misalignment, use full shims across entire housing base (Figure 2). The
bolts then need to be alternately torqued securely to their mounting
supports. Flat washers should be used when installing any kind of
housed unit (Figure2). Washers should be properly sized to bolt diameter
and should not be an SAE grade, which is smaller.
4. Ensure that the bearing insert can still be rotated.
5. Line up locking collars flush with the end of the cone (inner ring) face
(Figure 3). Tighten set screws alternately as per Table 2. Set screws in
multiple units should be aligned to each other (Figure 4).
LUBRICATION
This information is to aid in the proper lubrication of Timken tapered
roller bearing housed units for the majority of applications.
Bearings have been factory prelubricated with Timken® Premium All
Purpose Industrial Grease which is an NLGI No. 2 lithium complex based
grease. This is suitable for normal operating conditions. Units should be
relubricated with the Timken grease or one that is compatible and made
for roller bearings. It is vital that the greases used are compatible. Please
consult with a Timken representative for the grease specifications if
the use of a grease other than the Timken grease mentioned above is
needed.
Normal service is considered as operation in a clean, dry environment
at temperatures between -34º C to +82º C (-30º F and +180º F). If service
is beyond normal conditions due to speed, temperature, or exposure
to moisture, dirt or corrosive chemicals, periodic relubrication may
be advisable. For extreme conditions or conditions in which special
chemicals are used, a Timken representative should be consulted.
After extended storage or periods when the unit is not in operation, fresh
grease should be added.
For units operating in dirty or wet environments, the bearing should
contain as much grease as possible, based on the shaft speed, to help
protect against contamination. For slower applications, with shaft
speeds typically less than 200 rpm, the unit should have grease added at
start-up to fill the bearing.
Lubrication affects the bearing operating temperature as well. If the bearing
does not have enough grease, this could lead to higher temperature
operation due to inadequate lubrication film thickness. Excessive grease
will lead to higher operating temperatures due to grease churning. This can
cause bearing overheating. To avoid this, it may be necessary to remove
some of the grease inside the unit. The grease fitting may be removed briefly
in this circumstance to allow excess grease to purge (the grease fitting must
be replaced). It is best to observe the bearing and its temperature and adjust
the lubrication as needed.
RELUBRICATION
Adequate lubrication is an essential element to the bearing life.
Table 3, shown on reverse side, can be used as a suggested initial point of
reference. Relubrication frequency and quantity intervals are best developed
through experience for each application, based on types of service, which
may differ from the suggestions in the table.
When the bearing is not in operation for an extended period of time, grease
should be added to prevent corrosion.
The recommended shaft tolerances shown in Table 1 are for normal loaded
applications. Please refer to the engineering section in the Timken Tapered
Roller Bearing Housed Unit catalog to verify the maximum allowable slip fit
radial load and to determine if a tighter fit is required. Table 3 shows general
lubrication suggested starting points only. Please read the entire installation
instructions prior to using these tables. Applications should be regularly
reviewed and lubrication amounts and intervals modified as needed to
assure best results.
Table 1
Recommended Shaft Tolerance
Shaft Size Toler ance
Up to 1-1/2”
35 mm
1-5/8”to 4”
40 mm to 100 mm
4 7/16” to 5”
110 mm to 125 mm
+0.0000” to –0.0005”
+.0 00 mm to –.013 mm
+0.0000” to –0.0010”
+.0 00 mm to –.025 mm
+0.0000” to –0.0015”
+.0 00 mm to –.038 mm
Table 3
Suggested Relubrication Intervals (Based on 8 Hours/Day Operation)
Environment Clean: Un-Exposed Moderate: Exposed Extreme: Harsh
**
Application
Speed
Greasing
Interval
*
Use extra caution due to heat generation.
**
(Low < 25% max rpm; 25%<Med<75%; 75%<Hi) - See Table 4 for max rpm values.
Relubriciation frequency and quantity are best developed through experience. And at
all times, follow Original Equipment Manufacturer’s maintenance instructions.
Low Med Hi Low Med Hi Low Med Hi
1
year2 months2 weeks1 month2 weeks
*
1
week1 week
*
Table 4
Max
RPM of
Bearing
4490 3820 3320 3050 2730 2420 2060 1640 1530 1360 1200
Shaft
Size
1-3/16”
to
1-1/4”
1-3/8”
to
1-7/16”
35 mm
1-1/2”
to
1-11/16”
40 mm
1-3/4”
to
2”
45 mm
to
50 mm
2-3/16”
55 mm
2-1/4”
to
2-1/2”
60 mm
to
65 mm
2-11/16”
to
3”
70 mm
to
75 mm
3-3/16”
to
3-1/2”
80 mm
to
90 mm
3-15/16”
to
4”
100 mm
4-7/16”
to
4-1/2”
110 mm
to
115 mm
4-15/16”
to
5”
125 mm
Failure to observe the following warnings
could create a risk of death or serious injury.
Proper maintenance and handling practices are critical.
Always follow installation instructions and maintain proper lubrication.
Overheated bearings can ignite explosive atmospheres.
Special care must be taken to properly select, install, maintain, and lubricate
housed unit bearings that are used in or near atmospheres that may contain
explosive levels of combustible gases or accumulations of dust such from
grain, coal, or other combustible materials. Consult your equipment designer or
supplier for installation and maintenance instructions.
If hammer and bar are used for installation or removal of a part, use a mild steel
bar (e.g., 1010 or 1020 grade). Mild steel bars are less likely to cause release of
high-speed fragments from the hammer, bar or the part being removed.
Table 2
Recommended Set Screw Tightening Torque
Shaft Size Set Screw Size
1-3/16” to 1-11/16”
35 mm to 40 mm
1-3/4” to 2-1/2”
45 mm to 65 mm
2-11/16” to 3-1/2”
70 mm to 90 mm
3-15/16” to 5”
100 mm to 125 mm
The Timken team applies their know-how to improve the reliability and performance of machinery in diverse
markets worldwide. The company designs, makes and markets high-performance mechanical components,
including bearings, gears, chain and related mechanical power transmission products and services.
5
/16 - 18 155
3
/8 - 16 275
1
/2 - 13 615
5
/8 - 11 1315
Tightening Torque
(in.-lbs)
Do not use excessive force when mounting or dismounting the unit.
Always follow the Original Equipment Manufacturer’s installation
CAUTION
Failure to follow these cautions
may result in property damage.
Do not use damaged housed units.
NOTE
Follow all tolerance, fit, and torque recommendations.
and maintenance guidelines.
Ensure proper alignment.
Never weld housed units.
Do not heat components with an open flame.
Do not operate at bearing temperatures above 250˚ F (121˚ C).
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