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Housing units
Design and safety guidelines
 
 

INA radial insert ball bearings and INA housings are matched to each other and, as a unit, give particularly robust and economical bearing arrangements.

 
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Compensation
of misalignments

 

Units with a spherical bearing outer ring and concave housing bore can compensate for static misalignment of the shaft, Figure 1:

 
 
  • if relubrication is carried out, up to ±2,5°
  • if relubrication is not carried out, up to ±5°.
 
   
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The units must not be used to support swivelling or tumbling motion.

 
   

Figure 1
Compensation
of static shaft misalignment

 

imageref_61524491_All.gif

 
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Load carrying capacity
of housings

   
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Due to their versatile characteristics, INA housing units can be easily used in almost all industrial sectors.

 
 

If bearing arrangements are planned for equipment in which a malfunction could be hazardous to persons or an unplanned stoppage of the machine could cause major disruption, it is essential that you consult us before proceeding with the design.

 

Cast iron housings,
radial load carrying capacity

 

Cast iron housings can support the same radial loads as the insert bearings fitted. The static load carrying capacity of radial insert ball bearings C0r is stated in the dimension tables.

 
 

For shock loads, appropriate safety factors must be applied. In this case, please contact us.

 
   
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In the case of TUE and TUEO, the maximum radial tensile loading is only 0,25×C0r (higher loads by agreement only).

 
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Axial load carrying capacity

 

The axial load carrying capacity of cast iron housings is restricted to 0,50×C0r.

 
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Sheet steel housings,
radial load carrying capacity

 

Sheet steel housings are suitable for moderate loads.

 
 

The permissible radial load carrying capacity C0r G of sheet steel housings is given in the dimension tables.

 
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Axial load carrying capacity

 

Permissible axial load carrying capacity of sheet steel housings, see table.

 
   

Permissible axial load
carrying capacity

 

Units with sheet steel housings
Permissible axial load carrying capacity1)
MSTU
0,20×C0r G
PHUSE
0,25×C0r G
PB, PBY, RPB
0,33×C0r G
PBS
0,20×C0r G
RALTR, RATR, RATRY, RRTR
0,50×C0r G
PCSLT, RAT, RATY, RALT
0,50×C0r G
RCSMF
0,33×C0r G
RA, RAY, GRA, RRY, GRRY
0,50×C0r G

 
 
______
 1    C0r G is the permissible radial load carrying capacity of the sheet steel housing according to the dimension table.
 
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In the design of housing units, attention must be paid to the load carrying capacity and speed limits of the radial insert ball bearings fitted:

 
 
  • axial load carrying capacity, see link
  • speed limits, see link
  • dimension table.
 
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Design of
adjacent construction

 

The permissible shaft tolerance is dependent on the speed, load and the insert bearing fitted. Shafts in the tolerance zone h6 up to h9 can be used. Conventional drawn shafts will suffice for most applications.

 

Screw mounting surfaces

 

Recommendations for the screw mounting surfaces:

 
 
  • roughness of the screw mounting surface max. Ra12,5 (Rz63)
  • geometrical tolerance 0,04/100 concave, spherical not permissible.
 
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Fixing screws

 

The screw connection should be designed according to VDI 2230; friction value μ = 0,14. Screws of grade 8.8 or better can be used. For fixing, hexagonal socket head screws to DIN EN ISO 4 762 should be used. The screws should be secured by at least a washer to DIN EN ISO 7 089/7 090 or additionally with a lock washer to DIN 128 or a conical spring washer to DIN 6 796.

 
 

The screws are not included in the delivery.

 
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Bearing end caps

 

The ends of shafts can be covered using bearing end caps made from styrene-acrylnitrile copolymer (SAN), see table and Figure 2. The caps are suitable for temperatures from –20 °C to +80 °C. They guard against injury due to rotating shafts and also protect the bearings against contamination.

 
 

For location of the caps, housings with the suffix N have an annular slot on the side with the locating slot. Fitting of the caps is described on link.

 
 

The series for which end caps are supplied are indicated in the dimension tables. Bearing end caps are accessories and must always be ordered separately.

 
   

End caps

 

Bearing end caps
Designation
Dimensions
d
D
L
E max.
KASK04
20
48
36
30
KASK05
25
54
38
30
KASK06
30
63
44
35
KASK07
35
73
47
39
KASK08
40
82
51
42
KASK10
50
92
56
46
KASK12
60
112
65
55

 
   

Figure 2
Housing unit with bearing end cap

 

imageref_61526667_All.gif

 
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Fitting and dismantling

 

Radial insert ball bearings must be handled with care before and during assembly. Their trouble-free operation is also dependent on the care taken in fitting.

 

Delivered condition

 

The housings have a coating of anthracite grey primer (≈RAL 7016).

 
 

The radial insert ball bearings are greased; for information on the grease used, see the Features section for the specific bearing, link.

 
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Storage and storage period

 

The units should be stored:

 
 
  • in dry, clean rooms with the temperature as constant as possible
  • at a relative humidity of max. 65%.
 
 

The storage period of radial insert ball bearings is limited by the storage life of the grease, see section link.

 
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Removal from packaging

 

Perspiration causes corrosion. Hands must be kept clean and dry.

 
 

Bearings should not be removed from their original packaging until immediately before assembly.

 
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If the cast iron housing and bearing are not supplied by INA as a ready-to-fit unit but are instead combined by the customer, the following guidelines should be followed:

 
 
  • if the fit is too loose, grease can escape between the housing and bearing and will not therefore reach the bearing during relubrication
  • if the fit is too tight, the bearing outer ring cannot align itself within the housing bore.
 
 

The assembly area should be as dry and clean as possible.

 
 

First, screw mount the housing on the adjacent construction, then locate the bearing inner ring on the shaft. If this sequence is applied, the bearing aligns itself to the shaft in such a way that no stresses occur.

 
 

Provide the fitting tools and fixing screws.

 
 

Clean the shaft and remove any burrs.

 
 

Inspect the bearing seating surfaces on the shaft.

 
 

Keep bearing seating surfaces clean, dry and free of grease.

 
   
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The specified tolerances must be observed.

 
 

Fitting forces must never be directed through the rolling elements.

 
 

Blows should never be applied directly to the bearing rings and seals.

 
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Fitting of coated components

 

Before fitting, the compatibility of Corrotect®-coated products with the media should be checked.

 
 

The tolerances are increased by the thickness of the coating.

 
 

In order to reduce the forces involved in pressing-in, the surface of the parts should be lightly greased or a mounting paste used.

 
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Fitting of cast iron units
Plummer block and
flanged housing units

 

Push the housing unit onto the shaft and align it with the fixing holes in the adjacent construction, Figure 3.

 
   

Figure 3
Pushing the unit onto the shaft

 

imageref_61528843_All.gif

 
 

Screw the housing to the adjacent construction using the fixing screws, Figure 4.

 
 

If the shaft is to be supported by several housing units, tighten the screws finger tight at first, align the shaft and then tighten the screws securely.

 
   

Figure 4
Screw mounting
the housing finger tight

 

imageref_61531019_All.gif

 
 

Slide the eccentric locking collar onto the collar seat on the bearing inner ring and rotate by hand, preferably in the direction of shaft rotation, Figure 5.

 
 

Using a drift and hammer, tension the eccentric locking collar by means of one or two strong blows, Figure 5.

 
   

Figure 5
Tensioning the eccentric locking collar

 

imageref_61533195_All.gif

 
 

For location using a locking collar, tighten the grub screw by means of a torque wrench, Figure 6.

 
 

For location using grub screws in the inner ring, tighten both grub screws by means of a torque wrench.

 
   
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Observe the tightening torque MA according to the table.

 
 

Tightening torques for inch size grub screws: see TPI 127, Radial insert ball bearings/housing units in inch sizes.

 
   

Figure 6
Tightening the grub screw in the eccentric locking collar or inner ring

 

imageref_228143115_All.gif

 

Dismantling

 

For bearings with an eccentric locking collar, undo the grub screw and rotate the locking collar in the opposite direction to the direction of shaft rotation.

 
 

For bearings with grub screws in the inner ring, undo both grub screws.

 
 

Unbolt the housing.

 
   

Tightening torques for
metric grub screws

 

Width across flats
Thread
Tightening torques1)
A/F
 mm
MA
 Nm
2,5
M5
3,6
3
M6×0,75
6
4
M8×1
14
5
M10×1,25
26
6
M12, M12×1,252)
42

 
 
______
 1    The tightening torques are valid for original INA grub screws only.
 
 
 2    GYE90-KRR-B.
 
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Fitting of cast iron units
Radial insert ball bearings with integral adapter sleeve

 

The bearing seats on the shaft and outside surface of the adapter must be dry and free of grease.

 
 

Push the housing unit onto the shaft and align it with the fixing holes in the adjacent construction, Figure 7.

 
   

Figure 7
Pushing the unit onto the shaft

 

imageref_61537547_All.gif

 
 

Screw the housing to the adjacent construction using the fixing screws, Figure 8. If the shaft is to be supported by several housing units, tighten the screws finger tight at first, align the shaft and then tighten the screws securely.

 
   

Figure 8
Screw mounting
the housing finger tight

 

imageref_61539723_All.gif

 
 

Tighten the locknut using 2 hook wrenches of type A to DIN 1810; during tightening, the adapter sleeve must be held in place using a second hook wrench, Figure 9. Wrenches for tightening and holding, see table.

 
   
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Do not exceed the maximum tightening torque MA given in the table, otherwise the operating clearance in the bearing will become too small. Driving the locknut up will slightly displace the bearing in an axial direction.

 
   

Figure 9
Tightening of locknut

 

imageref_61541899_All.gif

 
   

Hook wrenches and
tightening torques

 

Shaft diameter
Hook wrench, type A, to DIN 1810
Tightening torque
Locknut
d
mm
For tightening locknut
For holding adapter sleeve
MA min
Nm
MA max
Nm
20 A 30–32 (HN 4)
A 25–28 (HN 2)
13
17
25 A 40–42 (HN 5)
A 30–32 (HN 3)
22
28
30 A 45–50 (HN 6)
A 34–36 (HN 4)
33
40
35 A 52–55 (HN 7)
A 40–42 (HN 5)
47
56
40 A 58–62 (HN 8)
A 45–50 (HN 6)
70
80
50 A 68–75 (HN 10)
A 52–55 (HN 7)
90
105

 
 

Bend the tab on the tab washer into a groove in the locknut to secure the nut against loosening, Figure 10.

 
   
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Ensure that the seal in the bearing is not damaged when bending the locking tab over.

 
   

Figure 10
Securing of locknut

 

imageref_61544075_All.gif

 

Dismantling

 

Bend back the tab on the tab washer and undo the locknut by a few turns. Place the impact cap in front of the locknut and drive the adapter sleeve off the shaft seat using hammer blows. Unbolt the housing.

 
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Fitting of bearing end caps

 

Description of bearing end caps: see link.

 
   
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Bearing end caps should only be fitted or dismantled while the shaft is stationary. There is a serious danger of injury if the shaft is rotating.

 
 

Position the tabs of the end cap in the locating slots, observing the position of the INA logo, Figure 11.

 
   

Figure 11
Positioning the cap

 

imageref_61546251_All.gif

 
 

Rotate the end cap clockwise by 90°, observing the position of the INA logo, Figure 12. Check that the end cap is securely located in the housing.

 
   

Figure 12
Locking the cap in place

 

imageref_61548427_All.gif

 

Dismantling

 

Loosen the end cap by rotating it anticlockwise (90°), observing the position of the INA logo, Figure 13.

 
   

Figure 13
Removing the cap

 

imageref_61550603_All.gif

 
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Fitting of sheet steel units with eccentric locking collar and grub screws in the inner ring

   
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With two-piece housings, the housing and radial insert ball bearing should be assembled first.

 
 

Push the housing unit onto the shaft and align it with the fixing holes in the adjacent construction, Figure 14.

 
   

Figure 14
Pushing the unit onto the shaft

 

imageref_61552779_All.gif

 
 

Screw the housing to the adjacent construction using the fixing screws, Figure 15. If the shaft is to be supported by several housing units, tighten the screws finger tight at first, align the shaft and then tighten the screws securely.

 
   

Figure 15
Screw mounting
the housing finger tight

 

imageref_61554955_All.gif

 
 

Slide the eccentric locking collar onto the collar seat on the bearing inner ring and rotate by hand, preferably in the direction of shaft rotation.

 
 

Using a drift and hammer, tension the eccentric locking collar by means of one or two strong blows, Figure 16.

 
   

Figure 16
Tensioning the eccentric
locking collar

 

imageref_61557131_All.gif

 
 

For location using a locking collar, tighten the grub screw by means of a torque wrench, Figure 17.

 
 

For location using grub screws in the inner ring, tighten both grub screws by means of a torque wrench.

 
   
achtung  

Observe the tightening torque MA according to the table, link.

 
   

Figure 17
Tightening the grub screw in the eccentric locking collar or inner ring

 

imageref_61559307_All.gif

 

Dismantling

 

For bearings with an eccentric locking collar, undo the grub screw and rotate the locking collar in the opposite direction to the direction of shaft rotation.

 
 

For bearings with grub screws in the inner ring, undo both grub screws.

 
 

Unbolt the housing.

 
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