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BEARING HANDLING

14.6 Maintenance and Inspection                                        14.6.2 Bearing Failures and Measures                                         Type of Failure                            Probable Causes                                          Measures

14.6.1 Detecting and Correcting Irregularities                         In general, if rolling bearings are used correctly they            Scoring                                              Inadequate initial lubrication, excessively   Use a softer grease and avoid rapid
                                                                       will survive to their predicted fatigue life. However, they                                                             hard grease and high acceleration when        acceleration.
In order to maintain the original performance of a                     often fail prematurely due to avoidable mistakes.                           Scoring or smearing between raceway         starting.
bearing for as long as possible, proper maintenance                    In contrast to fatigue life, this premature failure is                      and rolling surfaces.
and inspection should be performed. If proper                          caused by improper mounting, handling, or lubrication,
procedures are used, many bearing problems can be                      entry of foreign matter, or abnormal heat generation.              Spiral scoring or smearing of raceway                Raceway rings are not parallel and            Correct the mounting, apply a preload, or
avoided and the reliability, productivity, and operating               For instance, the causes of rib scoring, as one                    surface of thrust ball bearing.                      excessive speed.                              select another bearing type.
costs of the equipment containing the bearings are all                 example of premature failure, may include insufficient
improved. It is suggested that periodic maintenance                    lubrication, use of improper lubricant, faulty lubrication         Scoring or smearing between the end face Inadequate lubrication, incorrect mounting Select proper lubricant and modify the
be done following the procedure specified. This                        system, entry of foreign matter, bearing mounting
periodic maintenance encompasses the supervision                       error, excessive deflection of the shaft, or any                   of the rollers and guide rib.                        and large axial load.                         mounting.
of operating conditions, the supply or replacement of                  combination of these. Thus, it is difficult to determine
lubricants, and regular periodic inspection. Items that                the real cause of some premature failures.                         Cracks                                               Excessive shock load, excessive               Examine the loading conditions, modify the
should be regularly checked during operation include                   If all the conditions at the time of failure and previous to                Crack in outer or inner ring.               interference in fitting, poor surface         fit of bearing and sleeve. The fillet radius
bearing noise, vibration, temperature, and lubrication.                the time of failure are known, including the application,                                                               cylindricality, improper sleeve taper, large  must be smaller than the bearing chamfer.
If an irregularity is found during operation, the cause                the operating conditions, and environment; then by                                                                      fillet radius, development of thermal
should be determined and the proper corrective actions                 studying the nature of the failure and its probable                                                                     cracks and advancement of flaking.
should be taken after referring to Table 14.2.                         causes, the possibility of similar future failures can be
If necessary, the bearing should be dismounted                         reduced. The most frequent types of bearing failure,               Crack in rolling element.                            Advancement of flaking, shock applied to Be carefull in handling and mounting.
and examined in detail. As for the procedure for                       along with their causes and corrective actions, are                Broken rib.                                          the rib during mounting or dropped during
dismounting and inspection, refer to Section 14.5,                     listed in Table 14.3.                                                                                                   handling.
Inspection of Bearings.
                                                                                                                                                   Fractured cage.                             Abnormal loading of cage due to incorrect Reduce the mounting error and review the
NSK BEARING MONITOR (Bearing Abnormality
Detector)                                                                                                                                 Indentations                                         mounting and improper lubrication.            lubricating method and lubricant.
                                                                                                                                                   Indentations in raceway in same pattern
It is important during operation to detect signs of                                                                                                as rolling elements.                        Shock load during mounting or excessive Use care in handling.
irregularities early before damage becomes severe.                                                                                                                                             load when not rotating.
The NSK Bearing Monitor (see Page C5) is an
instrument that checks the condition of bearings                                                                                                   Indentations in raceway and rolling         Foreign matter such as metallic chips         Clean the housing, improve the seals, and
and gives a warning of any abnormality, or it stops                                                                                                elements.                                   or sand.                                      use a clean lubricant.
a machine automatically in order to prevent serious
trouble. In addition, it helps to improve maintenance                                                                                     Abnormal Wear                                        Vibration of the bearing without rotation     Secure the shaft and housing, use oil as a
and reduce its cost.                                                                                                                               False brinelling (phenomenon similar to     during shipment or rocking motion of          lubricant and reduce vibration by applying
                                                                                                                                                   brinelling)                                 small amplitude.                              a preload.

                  Table 14.3 Causes and Measures for Bearing Failures

                                                                                                                                          Fretting                                             Slight wear of the fitting surface.           Increase interference and apply oil.

                 Type of Failure                   Probable Causes                          Measures

Flaking                                                                                                                                   Wearing of raceway, rolling elements, rib, Penentration by foreign matter, incorrect               Improve the seals, clean the housing, and
         Flaking of one-side of the raceway of                                                                                                                                                                                               use a clean lubricant.
         radial bearing.                                                                                                                  and cage.                                            lubrication, and rust.

         Flaking of the raceway in symmetrical     Abnomal axial load.                      A loose fit should be used when mounting               Creep                                       Insufficient interference or insufficient     Modify the fit or tighten the sleeve
         patterm.                                  Out-of-roundness of the housing bore.    the outer ring of free-end bearings to allow                                                       tightening of sleeve.
                                                                                            axial expansion of the shaft.                 Seizure                                                                                            Review the internal clearance and bearing
         Flaking pattern inclined relative to the                                                                                                  Discoloration and melting of raceway,       Insufficient clearance, incorrect             fit, supply an adequate amount of the
         raceway in radial ball bearings. Flaking                                           Correct the faulty housing.                            rolling elements, and ribs.                 lubrication, or improper mounting.            proper lubricant and improve the mounting
         near the edge of the raceway and rolling                                                                                                                                                                                            method and related parts.
         surfaces in roller bearings.              Improper muonting, deflection of shaft,  Use care in mounting and centering, select    Electric Burng                                       Melting due to electric arcing.
                                                   inadequate tolerances for shaft and      a bearing with a large clearance, and                  Fluting or corrugations.                                                                  Install a ground wire to stop the flow of
         Flaking of raceway with same spacing as   housing.                                 correct the shaft and housing shoulder.                                                                                                          electricity or insulate the beaning.
         rolling elements.
                                                   Large shock load during mounting, rusting Use care in mounting and apply a rust
         Premature flaking of raceway and rolling
         elements.                                 while bearing is out of operation for    preventive when machine operation is

         Premature flaking of duplex bearings.     prolonged period.                        suspended for a long time.                    Corrosion & Rust

                                                   Insufficient clearance, excessive load,  Select proper fit, bearing clearance, and              Rust and corrosion of fitting surfaces and  Condensation of water from the air, or        Use care in storing and avoid high
                                                   improper lubrication, rust, etc.         lubricant.                                             bearing interior.                           fretting.                                     temperature and high humidity, treatment
                                                                                                                                                                                               Penetration by corrosive                      for rust prevention is necessary when
                                                                                                                                                                                               substance(especially varnish-gas, etc).       operation is stopped for long time.
                                                                                                                                                                                                                                             Selection of varnish and grease.
                                                   Excessive preload.                       Adjust the preload.

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