Preloading method for rolling bearings

Preloading Methods for Rolling Bearings

Source: China Bearing Network | Date: October 21, 2013

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Preloading is an essential technique used in rolling bearings to eliminate play and improve performance. It can be broadly classified into two main types: radial preloading and axial preloading. Radial preloading is commonly applied to tapered bore bearings that are subjected to radial loads. For example, it is often used with double-row, short cylindrical roller bearings. This method involves adjusting the position of the bearing relative to the tapered journal using nuts or other mechanisms. The adjustment causes the inner ring to expand slightly, creating a radial negative clearance. This technique is widely used in high-precision applications such as machine tool spindles and jet engines, where accuracy and stability are crucial. Axial preloading, on the other hand, is typically divided into two categories: positioning preloading and constant pressure preloading. In positioning preloading, the pre-tightening amount is adjusted by modifying the thickness of washers or shims. This allows for precise control of the preload, either through measurement of the starting friction torque or by direct adjustment. When using this method with paired bearings, the preloading is usually set once and does not require further user intervention. However, it is important that the relative orientation of the bearing remains unchanged during operation. Constant pressure preloading, in contrast, uses springs such as spiral springs or disc springs to apply a consistent force to the bearing. These springs have much lower stiffness compared to the bearing itself, allowing for some movement in the bearing's orientation while maintaining a nearly constant preload. This makes it ideal for applications where slight misalignment or thermal expansion may occur. Comparing the two methods: 1. When the preloading amount is fixed, positioning preloading has a more significant impact on bearing rigidity. It also causes less variation in the bearing load during operation. 2. In operating conditions, positioning preloading may experience changes due to temperature differences between the shaft and housing, thermal expansion of the inner and outer rings, or displacement caused by load. On the other hand, constant pressure preloading maintains a stable preload with minimal changes during use. It’s important to note that the information provided here is for educational purposes only. If you wish to reproduce any part of this article, please cite the source. We do not claim ownership of the content, nor do we endorse the views expressed in the original work. If there are any copyright or intellectual property concerns, please contact us immediately, and we will take necessary actions to resolve them.
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