What is the best method for mounted bearing installation?

  • SHAFT PREPARATION: Wipe the shaft clean and remove any burrs that could cause the bearing’s inner race to deform when the setscrews are tightened down. Proper shaft diameter is CRITICAL. Check the shaft diameter against the specifications in the “Shaft Fit” table; if it’s not within those tolerances, its use may lead to premature bearing failure.
  • MOUNTING: Slide the bearing (and collar, if applicable) onto the shaft in the desired position. DO NOT use anti-seize lubricant on the shaft or bearing.  Leave the setscrews (and collar, if applicable) loose.
  • BASE PREPARATION: Make sure the base of the mounted bearing and the support surface are clean and flat. Any unevenness in the surface can deform proper bearing fits and lead to premature failure. Securely fasten the mounted bearing to the support surface using the machinery manufacturer’s recommendations.
    • Setscrew lock: Begin tightening both setscrews down alternately with the proper torque, until both setscrews are locked to the shaft at the proper torque.
    • Eccentric collar lock: Place the eccentric collar on the bearing’s inner race and turn rapidly in the direction of rotation, until the eccentric grooves engage the collar to the bearing. Use a drift or punch in the hole of the collar and drive it sharply with a hammer in the direction of the shaft’s rotation. This will help to ensure the lock on the shaft. Tighten the collar’s setscrew using the proper torque.

How often should I grease my mounted bearings, and how much grease do they need?