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Section 7.11

Bearings

Purpose and classification of bearings, plain and rolling-element, radial and thrust; cleaning, inspection and lubrication; defects including brinelling, spalling, corrosion and overheating; correct fitting.

Notes

Bearings, summary notes

Main ideas
  • Bearings support a rotating or sliding load with minimum friction. The two broad families are plain (journal/bush) bearings, which slide, and rolling-element bearings, ball and roller, which roll.
  • Rolling bearings are classified by the load they take: ball and roller bearings carry mainly radial load, thrust bearings carry axial load, and angular-contact and tapered-roller bearings carry both.
  • The common defects are BRINELLING, indentations in the race from a static shock load or from being driven in through the rollers, SPALLING (fatigue flaking of the race surface), corrosion, and overheating shown by discoloration.
  • False brinelling is fretting wear at the roller/race contacts caused by vibration while the bearing is stationary, e.g. during transport.
  • Rolling bearings are cleaned in the correct solvent, dried without spinning them with an air jet (which can overspeed and burst them), inspected, and re-lubricated with the specified grease or oil, never a substitute.
  • A bearing is fitted by applying the pressing force to the ring that takes the interference fit, press on the inner ring for a shaft fit, the outer ring for a housing fit, never through the rolling elements.
  • Grease seals and shields retain lubricant and exclude dirt and moisture; a failed seal quickly destroys the bearing.
  • ⚠ Exam trap: never drive a bearing home through its rolling elements, that brinells the races. Press on the ring that is being fitted.
Key formulas
Load types
radial (across the shaft) · axial/thrust (along the shaft)
Fitting force
apply to the ring taking the interference, never through the balls/rollers
Solved examples
  1. Evenly spaced indentations are found in a bearing race matching the ball spacing. Name the defect and a likely cause.

    Brinelling, indentation of the race. It is commonly caused by a shock load, or by driving the bearing onto its shaft through the balls instead of pressing on the inner ring.

  2. Why must a rolling bearing not be spun with a compressed-air jet to dry it?

    With no load and air-driven, the bearing can reach speeds far beyond its rating, and a rolling element can be thrown out or the bearing can disintegrate, a safety hazard as well as destroying the bearing.

Mind map

Bearings concept map

Bearings

Quiz

Bearings quiz

Bearings, quiz

Ref 7.1110 of 14Pass 75%
  1. 1. Brinelling of a bearing appears as:

    Indentations in the race
    Surface rust only
    Discoloured grease only
  2. 2. A bearing must never be driven onto its shaft by pressing on the:

    Rolling elements
    Inner ring
    Shaft shoulder
  3. 3. A ball bearing carries mainly:

    Radial load
    No load
    Only torque
  4. 4. Spalling of a bearing race is:

    Fatigue flaking of the surface
    A lubrication grade
    A type of seal
  5. 5. A rolling bearing should NOT be dried by:

    Spinning it with an air jet
    Wiping with a lint-free cloth
    Warm-air drying while held still
  6. 6. For a shaft (inner-ring) interference fit, the pressing force is applied to the:

    Inner ring
    Outer ring
    Cage
  7. 7. False brinelling is caused by:

    Vibration while the bearing is stationary
    Excessive rotational speed
    Over-lubrication
  8. 8. A failed bearing seal is serious because it:

    Lets lubricant out and dirt in
    Increases the load rating
    Reduces friction
  9. 9. A thrust bearing is designed to carry:

    Axial load
    Radial load only
    No load
  10. 10. Rolling bearings are re-lubricated with:

    The specified grease or oil
    Any available grease
    A lighter oil to reduce drag