Bearing and Shaft Seal Maintenance

Table of Contents

Chapter 1: Plain Bearings

Topics: Lining material characteristics; Prefab and poured bearing liners; Measuring the bore; Installation; Lubrication; Removal; Troubleshooting

Learning Objectives:

• Name the important dimensions of a plain bearing.
• State the source for learning the proper running clearance in a plain-bearing installation and describe how to measure running clearance.
• State the characteristics of bearing and liner material and explain how they influence the choice of bearing for a given application.
• Discuss the steps involved in fabricating a poured babbitt bearing liner and obtaining the correct finished-bore dimensions.
• State the purpose and general principles of plain-bearing installation.
• List important factors to consider when selecting the correct lubricant for a given plain-bearing installation.
• Identify the symptoms of bearing trouble and describe how to remedy each situation.

Chapter 2: Installing Antifriction Bearings

Topics: Inspecting the bearing and bearing seat; Bearing seating methods; Cold mount techniques; Temperature mount; Lubrication; Inspection

Learning Objectives:

• Describe proper procedures in handling, storing, cleaning, and inspecting antifriction bearings.
• Explain how to measure, inspect, and condition a shaft bearing seat prior to installing a new bearing.
• Tell where pressure should be applied to force a ball bearing onto a shaft.
• Name the two dimensions that are important in mounting a tapered-bore bearing on a shaft.
• Describe the steps involved in correctly seating an antifriction bearing.
• Discuss how an adapter is used to mount a bearing on a shaft.
• Describe the steps to take when using a hot-oil bath to heat a bearing for mounting.
• Name the three major signals of bearing failure in antifriction bearings.

Chapter 3: Removing and Replacing Antifriction Bearings

Topics: Retainers and seals; Press and impact bearing removal; Removal with mechanical pullers and heat; Cleaning, inspecting, and replacing bearings

Learning Objectives:

• Describe the correct procedures for removing bearing seals and retaining devices from a bearing assembly.
• Describe the impact bearing removal technique.
• Explain how to use an aluminum heating ring to mount and dismount the inner ring of a cylindrical roller bearing.
• Discuss the steps involved in inspecting and cleaning used bearings.
• Describe the procedures for remounting sound used bearings.
• Explain how to replace a shaft seal.
• List the safety precautions that are essential to working with bearings.

Chapter 4: Mounted Antifriction Bearings

Topics: Seals; Housings; Bearing inserts and mounting devices; Shaft misalignment; Installation; Pillow block lubrication; Maintenance

Learning Objectives:

• Name the three major types of housings or mounts for bearings.
• Name the major components of a mounted antifriction bearing.
• Describe the two basic types of bearing seal and name the advantages of each.
• List the different methods of securing insert bearings to the shaft and describe the mounting methods involved.
• Discuss shaft alignment and describe bearing design factors that compensate for misalignment.
• Explain why most bearing/shaft assemblies have one free and one fixed bearing.
• List factors to consider when selecting bearing lubricants for pillow blocks.

Chapter 5: Linear Motion Bearings and Shaft Seals

Topics: Installing and lubricating ball bearing screw; Shaft seals; Temperature effects; Shaft, housing, and seal installation and removal; Troubleshooting

Learning Objectives:

• Name the major components of a ball bearing screw.
• Describe the major differences between a ball bearing screw and an acme screw.
• Describe the main purpose of a ball bearing screw and give an example of a typical application.
• Describe the installation procedures for a ball bearing screw.
• Name the differences between contact and labyrinth seals and explain what creates the sealing action in each.
• List the factors that determine the choice of shaft seal.
• Describe how to install a lip seal on a shaft, including shaft preparation.
• Name the major problem that arises with lip seals and list at least four conditions that can cause it.

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