TIMKEN Bearing Preload Purpose and Method

Source: China Bearing Network | Date: 2013-09-18

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TIMKEN bearings are commonly used in applications where proper clearance is essential for optimal performance. However, in some cases, especially during assembly, a controlled amount of internal stress is applied to the bearing to eliminate play. This process, known as preload, ensures that the bearing operates with a negative clearance, improving its stability and performance. Preloading is particularly important for bearings such as angular contact ball bearings, tapered roller bearings, and thrust bearings. These types of bearings are often used in pairs, arranged in opposite directions, to allow for precise adjustment of the internal clearance. ### The Main Purpose of Preloading 1. **Improving Precision and Alignment**: Preloading helps ensure that the radial and axial axes are correctly aligned, reducing vibration and increasing the accuracy of rotating components. 2. **Increasing Rigidity**: In high-precision machinery like machine tool spindles or bicycle differentials, preloading enhances the rigidity of the bearing, leading to better performance and longer life. 3. **Reducing Axial Oscillation and Noise**: Bearings in small motors or other high-speed applications benefit from preloading, as it minimizes unwanted axial movement and reduces noise caused by resonance. 4. **Enhancing Rolling Contact**: Preloading helps maintain consistent contact between rolling elements and raceways, which is crucial for high-speed radial thrust bearings or thrust ball bearings. 5. **Maintaining Proper Orientation**: For thrust bearings, preloading ensures that the rolling elements remain properly oriented, preventing misalignment and improving load distribution. ### Methods of Preloading There are two main types of preloading methods: **positioning preload** and **constant pressure preload**. 1. **Positioning Preload**: This method involves adjusting the bearing’s position relative to the shaft or housing. It is typically done using shims, oversized washers, or adjustable nuts. For example, in some applications, an axial clearance is adjusted by tightening a nut while measuring the starting torque. This ensures the correct amount of preload is applied without over-tightening. 2. **Constant Pressure Preload**: In this method, springs—such as spiral or disc springs—are used to apply a continuous, controlled force to the bearing. This type of preload is ideal for high-speed applications where the relative position of the bearing may change due to thermal expansion or load variations. The spring provides a consistent force, maintaining the desired preload even under dynamic conditions. The effectiveness of each preload method depends on the application. Positioning preload is often preferred when the bearing must maintain a fixed orientation, while constant pressure preload is more suitable for situations requiring flexibility and adaptability. In summary, understanding the purpose and method of preloading is essential for optimizing the performance and longevity of TIMKEN bearings. Whether you're working with machine tool spindles, high-speed motors, or precision mechanisms, choosing the right preload method can make a significant difference in efficiency and reliability. --- Related Articles: - KOYO Bearing Cleaning and Overhaul - SKF Bearing Requirements - How to Seal Angular Contact Ball Bearings - NSK Cylindrical Hole Bearing Installation Methods - Several Bearing Methods for Radiators This article is originally published on China Bearing Network. For more information, visit [China Bearing Network](http://www.chinabearing.net). Previous: INA Stainless Steel Bearings – "Environmental Impact and Compressive Strength" Next: Preparations Before Rolling Bearing Units

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