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Tapered Roller Bearing Housed Units
Installation and Lubrication Instructions


INSTILLATION


  • 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.

  • Slide the unit into position on the shaft.

  • 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.

  • Ensure that the bearing insert can still be rotated.

  • 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.


Figure 1
Figure 2
Figure 3
Figure 4
  • Table 1
    • Recommended Shaft Tolerances
    Shaft Size Tolerances
    Up to 1-1⁄2"
    35 mm    		 +0.0000” to -0.0005”
    +.000 mm to -.013 mm
    1-5⁄8"
    40 mm to 100 mm    		 +0.0000” to -0.0010”
    +.000 mm to -.025 mm
    4 7⁄16" to 5"
    110 mm to 125 mm    		 +0.0000” to -0.0015”
    +.000 mm to -.038 mm



  • Table 2
    • Recommended Set Screw Tightening Torque
    Shaft Size Set Screw Size Tightening Torque
    (in.-lbs)
    1-3⁄16" to 1-⁄16"
    35 mm to 40 mm    		 5⁄16 - 18 155
    1-3⁄4" to 2-1⁄2"
    45 mm to 65 mm    		 3⁄8 - 16 275
    2-11⁄16" to 3-1⁄2"
    70 mm to 90 mm    		 1⁄2 - 13 615
    3-15⁄16" to 5"
    100 mm to 125 mm    		 5⁄8 - 11 1315



  • Table 3
    • Suggested Relubrication Intervals (Based on 8 Hours/Day Operation)
    Environment Clean: Un-Exposed Moderate: Exposed Extreme: Harsh
    **Application
    Speed     		Low Med Hi Low Med Hi Low Med Hi
    Greasing
    Interval    		 1
    year    		 2
    months    		 2
    weeks    		 1
    month    		 2
    weeks    		 * 1
    week    		 1
    week    		 *

    *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.



  • 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"
    35mm    		 1-3⁄2"
    to
    1-11⁄16"
    40mm    		 1-3⁄4"
    to
    2"
    45 mm
    to
    50mm    		 2-3⁄16"
    to
    55 mm    		 2-1⁄4"
    to
    2-1⁄2"
    60mm
    to
    65mm    		 2-11⁄16"
    to
    3"
    70mm
    to
    75mm    		 3-3⁄16"
    to
    3-1⁄2"
    80mm
    to
    90mm    		 3-15⁄16"
    to
    4"
    100mm    		 4-7⁄16"
    to
    4-1⁄2"
    110mm to
    115mm    		 4-15⁄16"
    to
    5"
    125mm



    ⚠WARNING

    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.

    CAUTION

    Failure to follow these cautions
    may result in property damage.

    Do not use damaged housed units.



    NOTE
    Do not use excessive force when mounting or dismounting the unit.
    Follow all tolerance, fit, and torque recommendations.
    Always follow the Original Equipment Manufacturer’s installation
    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).