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3. SELECTION OF BEARING TYPES

3.1 Allowable Bearing Space                                                 3.3 Permissible Speed and Bearing Types                                                           Permissible bearing misalignment is given at the            3.5 Rigidity and Bearing Types
                                                                                                                                                                              beginning of the dimensional tables for each bearing
The allowable space for a rolling bearing and its                           The maximum speed of rolling bearings varies                                                      type.                                                       When loads are imposed on a rolling bearing, some
adjacent parts is generally limited so the type and size                    depending, not only the type of bearing, but also its                                                                                                         elastic deformation occurs in the contact areas between
of the bearing must be selected within such limits.                         size, type of cage, loads, lubricating method, heat                                                                                 θ                         the rolling elements and raceways. The rigidity of the
In most cases, the shaft diameter is fixed first by the                     dissipation, etc. Assuming the common oil bath                                                                                                                bearing is determined by the ratio of bearing load to
machine design; therefore, the bearing is often selected                    lubrication method, the bearing types are roughly                                                                                                   θ         the amount of elastic deformation of the inner and
based on its bore size. For rolling bearings, there are                     ranked from higher speed to lower as shown in Fig.                                                                                                            outer rings and rolling elements. For the main spindles
numerous standardized dimension series and types,                           3.3.                                                                                                   Fig. 3.4 Permissible Misalignment of Spherical Roller  of machine tools, it is necessary to have high rigidity
and the selection of the optimum bearing from among                                                                                                                                           Bearings                                    of the bearings together with the rest of the spindle.
them is necessary. Fig. 3.1 shows the dimension series                      3.4 Misalignment of Inner/Outer Rings and                                                                                           θ                         Consequently, since roller bearings are deformed
of radial bearings and corresponding bearing types.                              Bearing Types                                                                                                                                            less by load, they are more often selected than ball
                                                                                                                                                                                                                              θ           bearings. When extra high rigidity is required, bearings
3.2 Load Capacity and Bearing Types                                         Because of deflection of a shaft caused by applied                                                                                                            are given a preload, which means that they have a
                                                                            loads, dimensional error of the shaft and housing,                                                                                                            negative clearance. Angular contact ball bearings and
The axial load carrying capacity of a bearing is closely                    and mounting errors, the inner and outer rings are                                                                                                            tapered roller bearings are often preloaded.
related to the radial load capacity (see Page A24)                          slightly misaligned. The permissible misalignment
in a manner that depends on the bearing design as                           varies depending on the bearing type and operating                                                                                                            3.6 Noise and Torque of Various Bearing
shown in Fig. 3.2. This figure makes it clear that when                     conditions, but usually it is a small angle less than                                                                                                              Types
bearings of the same dimension series are compared,                         0.0012 radian (4').
roller bearings have a higher load capacity than ball                       When a large misalignment is expected, bearings                                                                                                               Since rolling bearings are manufactured with very
bearings and are superior if shock loads exist.                             having a self-aligning capability, such as self-aligning                                                                                                      high precision, noise and torque are minimal. For
                                                                            ball bearings, spherical roller bearings, and certain                                                                                                         deep groove ball bearings and cylindrical roller
                                                                            bearing units should be selected (Figs. 3.4 and 3.5).                                                                                                         bearings particularly, the noise level is sometimes
                                                                                                                                                                                                                                          specified depending on their purpose. For high
            Width Series           01                                  2    34                         5       6                                                                                                                          precision miniature ball bearings, the starting torque is
                        4                                                                                                                                                                                                                 specified. Deep groove ball bearings are recommended
                        3      08                                                                           I         I                                                                                                                   for applications in which low noise and torque are
                                  09                                                                                                                                                                                                      required, such as motors and instruments.
     Diameter Series 20891           00
                                        01                                                                                                                                                                                                3.7 Running Accuracy and Bearing Types
                    Dimension              02
                    Series                        03                                                                                                                                                                                      For the main spindles of machine tools that require
                                                         04                                                                                                                                                                               high running accuracy or high speed applications like
Deep Groove Ball Bearings                                      18                                                                                                                                                                         superchargers, high precision bearings of Class 5, 4 or
Angular Contact Ball Bearings                                     19                                                                                                                                                                      2 are usually used.
Self-Aligning Ball Bearings                                         10                                                                                                                                                                    The running accuracy of rolling bearings is specified
Cylindrical Roller Bearings                                                   29                                                                                                                                                          in various ways, and the specified accuracy classes
Spherical Roller Bearings                                                        20                                                                                                                                                       vary depending on the bearing type. A comparison
Needle Roller Bearings                                                               22                                                                                                                                                   of the inner ring radial runout for the highest running
Tapered Roller Bearings                                                                  23                                                                                                                                               accuracy specified for each bearing type is shown in
                                                                                                    39                                                                                                                                    Fig. 3.6.
                                                                                                        30                                                                                                                                For applications requiring high running accuracy, deep
                                                                                                           31                                                                                                                             groove ball bearings, angular contact ball bearings, and
                                                                                                              32                                                                                                                          cylindrical roller bearings are most suitable.
                                                                                                                  33
                                                                                                                       48                                                                                                                 3.8 Mounting and Dismounting of Various
                                                                                                                          49                                                                                                                   Bearing Types
                                                                                                                              40
                                                                                                                                 41                                                                                                       Separable types of bearings like cylindrical roller
                                                                                                                                                  59                                                                                      bearings, needle roller bearings and tapered roller
                                                                                                                                                     50                                                                                   bearings are convenient for mounting and dismounting.
                                                                                                                                                                      69                                                                  For machines in which bearings are mounted and
                                                                                                                                                                                                                                          dismounted rather often for periodic inspection, these
                               II I  I II                                                                                                                                                                                                 types of bearings are recommended. Also, self-aligning
                                                                                                                                                                                                                                          ball bearings and spherical roller bearings (small ones)
                               II    II                                              II                                                                                                                                                   with tapered bores can be mounted and dismounted
                                                                                                                                                                                                                                          relatively easily using sleeves.
                               II    II                                 II     II              I
                               II I                              I II       I II I                 II

                               I                                        II     II I         II                                                                                Fig. 3.5 Permissible Misalignment of Ball Bearing Units

                               II                                III I

                               Fig. 3.1 Dimension Series of Radial Bearings                                                                                                                       Highest
                                                                                                                                                                                                  accuracy
      Bearing Type           Radial load capacity Axial load capacity       Bearing Types              Relative permissible speed                                              Bearing Types      specified  Tolerance comparison of
                                                                                                                                                                                                   Class 2   inner ring radial runout
                                                                                                  1 4 7 10                                                                    Deep Groove Ball
                                                                                                                                                                              Bearings             Class 2      12345

                             1234    1234                                                                                                                                 13  Angular Contact      Class 2
                                                                                                                                                                              Ball Bearings
      Single-Row Deep                                                       Deep Groove                                                                                                            Class 4
      Groove Ball Bearings                                                  Ball Bearings                                                                                     Cylindrical Roller
                                                                                                                                                                              Bearings             Normal
      Single-Row Angular                                                    Angular Contact
      Contact Ball Bearings                                                 Ball Bearings                                                                                     Tapered Roller
                                                                                                                                                                              Bearings
      Cylindrical Roller(1)                                                 Cylindrical Roller
      Bearings                                                              Bearings                                                                                          Spherical Roller
                                                                                                                                                                              Bearings
                                                                            Needle Roller
                                                                            Bearings

      Tapered Roller                                                        Tapered Roller
      Bearings                                                              Bearings

      Spherical Roller                                                      Spherical Roller
      Bearings                                                              Bearings

                                                                            Thrust Ball Bearings                                                                              Fig. 3.6 Relative Inner Ring Radial Runout of Highest
                                                                                                                                                                                         Accuracy Class for Various Bearing Types
                                                                            Remarks         Oil bath lubrication
      Note(1) The bearings with ribs can take some axial loads.                             With special measures to increase speed limit

      Fig. 3.2 Relative Load Capacities of Various Bearing Types            Fig. 3.3 Relative Permissible Speeds of
                                                                                       Various Bearing Types

A 18                                                                                                                                                                                                                                      A 19
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