Montaje Drive Up

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Mounting and dismounting bearings with tapered bore
Mounting
The inner rings of bearings having a tapered bore are
always mounted with an interference fit. The degree of
interference in this case is not determined by the chosen
shaft tolerance, as with bearings having a cylindrical
bore, but by how far the bearing is driven up on to the
tapered seating on the shaft or on to the adapter or
withdrawal sleeve. The original radial internal clearance
of the bearing is reduced in the process and the
reduction provides information on the fit obtained.
When mounting self-aligning ball bearings or spherical

Figure 1: Mounting of a spherical roller bearing on a
roller bearings with tapered bore, either the reduction in tapered journal
initial radial internal clearance or the axial displacement
on the tapered seating is determined and used as a
measure of the degree of interference.
Small bearings may be driven up on to a tapered journal

or a withdrawal sleeve using a shaft nut and on to
adapter sleeves using the sleeve nut. A hook spanner or
impact spanner can be used to tighten the nut. The
seating surfaces of the shaft and sleeve should be lightly
oiled before mounting.
For larger bearings SKF hydraulic nuts and the SKF oil
injection method have been found invaluable.
The hydraulic nut is screwed on to a threaded section of

Figure 2: Mounting of a spherical roller bearing on an
the journal or on to the thread of the sleeve so that its adapter sleeve
annular piston abuts the inner ring of the bearing, a nut
on the shaft or a disc attached to the end of the shaft.
The illustrations show the mounting of a spherical roller
bearing on a tapered journal (figure 1) using the
hydraulic nut, on an adapter sleeve (figure 2) and on a
withdrawal sleeve (figure 3).
With the SKF oil injection method (figure 4), oil under
high pressure is introduced between the mating
surfaces. An oil film is formed, which separates the
mating surfaces and appreciably reduces the friction.
The method is mainly used when mounting bearings
directly on to tapered journals but is also used to mount
bearings on adapter and withdrawal sleeves (series OH
and AOH, respectively). The requisite pressure is
Figure 3: Mounting of a spherical roller bearing on a
produced by an oil injector or oil pump, the oil being
withdrawal sleeve
supplied to the mating surfaces via ducts and distributor
grooves in the shaft or sleeve. The necessary ducts and
grooves in the shaft must be considered when designing the bearing arrangement.
Figure 5 shows a spherical roller bearing being mounted on a withdrawal sleeve with oil ducts. The withdrawal sleeve
is pressed into the bearing bore by tightening the screws in turn.
Dismounting
Small bearings mounted on an adapter sleeve can be removed by first loosening the nut a few turns and then using a
hammer and tubular drift or special segmental drift. Only a few hammer blows to the inner ring face are required.
When dismounting bearings on withdrawal sleeves, the axial locking device (shaft nut, end cover etc.) is removed.
The withdrawal nut is then screwed on to the threaded section of the sleeve and tightened until the sleeve comes
free. If the threaded section of the sleeve protrudes beyond the shaft end or shaft shoulder, a support ring having the
greatest possible wall thickness should be inserted in the sleeve bore to prevent distortion and damage to the thread
when the nut is tightened.
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Figure 4: SKF oil injection method
The dismounting of large bearings from tapered journals, adapter or withdrawal sleeves is greatly eased if the SKF oil
injection method (figure 6) is employed. After injecting pressurised oil between the mating surfaces, the bearing
separates suddenly from its seating. Some form of stop must therefore be provided, for example, a shaft nut or end
plate, to limit the axial movement of the bearing.Note! The illustration is exaggerated. Suitable axial movement is 2 -
3 times the axial drive-up.
Figure 6: SKF oil injection method
Figure 5
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Page 1 of 2

Mounting and dismounting bearings with tapered bore

When mounting self-aligning ball bearings or spherical

Small bearings may be driven up on to a tapered journal

The hydraulic nut is screwed on to a threaded section of

Figure 4: SKF oil injection method

Figure 6: SKF oil injection method

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