A method of mounting a bearing sleeve on a shaft
By opening a positioning groove on the inner ring of the bearing and using a wedge in conjunction with a press and a press sleeve, the problems of deviation during bearing installation and disassembly damage are solved, achieving precision protection and simplifying the disassembly process.
Patent Information
- Application Number
- CN202411949581.3
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2024-12-27
- Publication Date
- 2025-10-10
- Estimated Expiration
- 2044-12-27
AI Technical Summary
In the prior art, bearings are prone to axial and radial deviations when installed with an interference fit, and are prone to secondary damage to the bearings during disassembly.
A press, pressurized sleeve, and wedge are used to create positioning grooves on the bearing inner ring and use wedges for positioning and removal, reducing deviation during installation and secondary damage during removal.
It effectively reduces the axial and radial deviations during bearing installation, protects the precision fit of the bearing, reduces damage during disassembly, and simplifies failure analysis.
Smart Images

Figure CN119703688B_ABST
Abstract
Description
Technical Field
[0001] The invention relates to a method for installing a bearing tightly sleeved on a shaft. Background Art
[0002] The interference fit installation of bearings and shafts is often done using a press. This method of press-fitting is prone to axial and radial deviations of the bearing inner ring during installation. When using a press to press the bearing inner ring onto the shaft, if the shaft is not placed horizontally on the press table or the bearing is not placed horizontally on the shaft, then when the press head presses down, one side of the bearing inner ring will first contact the shaft, causing the installed axial position to be closer to one end of the shaft, causing the bearing to bear additional axial force during operation. This will accelerate bearing fatigue failure, shorten the bearing life, and cause equipment failure. When a bearing failure analysis is required after installation and testing, the tested bearing needs to be disassembled. Traditional disassembly methods, such as pulling, tapping, and presses, are not only laborious but also prone to secondary damage to the bearing, affecting subsequent bearing failure analysis. Summary of the Invention
[0003] The purpose of the present invention is to overcome the defects of the prior art and provide a method for installing a bearing tightly sleeved on a shaft, which can reduce axial and radial deviations and stress concentration during bearing installation and positioning; reduce the difficulty of bearing disassembly and secondary damage to the bearing during disassembly.
[0004] The object of the present invention is achieved as follows: a method for installing a bearing tightly sleeved on a shaft, using a press, a press sleeve and a plurality of wedges; wherein the press sleeve is coaxially connected to the lower end of the main shaft of the press, the inner diameter of the press sleeve is less than or equal to the inner diameter of the bearing inner ring, and the outer diameter of the press sleeve is greater than or equal to the outer diameter of the bearing; a plurality of positioning grooves are uniformly distributed on the circumference of the inner wall surface of the bearing inner ring, and the bottom surface of each positioning groove is an inclined surface; the wedge is in an inverted L shape, the length of the vertical portion of the wedge is adapted to the height of the bearing inner ring, the width of the vertical portion of the wedge is adapted to the width of the positioning groove on the bearing inner ring, the outer side surface of the vertical portion is an inclined surface adapted to the bottom surface of the positioning groove on the bearing inner ring, the inner side surface of the vertical portion is an arc surface adapted to the inner diameter of the bearing inner ring, and the thickness of the vertical portion gradually becomes thinner from top to bottom and is adapted to the depth of the positioning groove on the bearing inner ring gradually becomes shallower from top to bottom; a through hole is provided on the side surface of the horizontal portion of the wedge;
[0005] The method for installing a bearing sleeve on a shaft of the present invention comprises the following steps:
[0006] S1. Adjust the stroke parameters of the main shaft of the press to the installation position of the bearing and shaft;
[0007] S2. Fix the shaft vertically on the workbench of the press and keep it stable;
[0008] S3. Place the bearing on the upper end face of the shaft and align the inner ring of the bearing with the upper chamfer of the shaft to prevent radial and axial movement between the bearing and the shaft.
[0009] S4. Align the lower end surface of the pressurizing sleeve with the upper end surface of the bearing inner ring to maintain the stability of the shaft, bearing, and pressurizing sleeve as a whole;
[0010] S5. The press applies pressure to the upper end face of the press sleeve, and the inner ring of the bearing is pressed onto the shaft through the press sleeve until the lower end face of the inner ring of the bearing contacts the shoulder end face of the shaft; the press unloads the force;
[0011] S6. Insert the lower portions of the plurality of wedges into the upper portions of the plurality of positioning grooves on the bearing inner ring in a one-to-one correspondence, and keep the upper end surfaces of the transverse portions of the plurality of wedges at the same horizontal position;
[0012] S7. Align the lower end surface of the pressurizing sleeve with the upper end surfaces of the transverse portions of the plurality of wedges; apply pressure to the upper end surface of the pressurizing sleeve with a press machine, and use the pressurizing sleeve to completely press the plurality of wedges into the spaces between the plurality of positioning grooves on the bearing inner ring and the outer surface of the shaft, one by one, until the lower end surfaces of the plurality of wedges and the lower end surface of the bearing inner ring are at the same horizontal position;
[0013] S8, unload the press and take out the press sleeve;
[0014] S9. Insert a round rod into the hole of one wedge. Align one claw on the puller with the bottom of the two ends of the round rod that are exposed on both sides of the wedge. Then rotate the center screw of the puller until the wedge is completely separated from the inner ring of the bearing.
[0015] S10. Repeat step S9 to remove the other wedges from the inner ring of the bearing.
[0016] In the above-mentioned method for installing a bearing sleeve on a shaft, during step S2, the shaft is kept stable by a fixture on the workbench of the press.
[0017] The method for installing a bearing sleeve on a shaft of the present invention has the following characteristics:
[0018] 1. The present invention adopts four positioning grooves on the inner ring of the bearing and installs a wedge in each positioning groove. These positioning grooves and wedges can not only distinguish the circumferential direction well when the press is pressurized and positioned, reducing radial or axial movement or deviation, but also absorb excess force and elastically deform when the press is pressurized, thereby reducing the stress concentration caused by pressure concentration on the inner ring of the bearing during installation, thereby protecting the precision fit between the bearing raceway and roller;
[0019] 2. When the bearing is installed on the shaft and tested, when performing bearing failure analysis, the removable wedge absorbs most of the disassembly pressure during disassembly, thereby reducing the secondary damage to the bearing during disassembly and reducing the factors that need to be considered when performing bearing failure analysis. BRIEF DESCRIPTION OF THE DRAWINGS
[0020] Figure 1 is a perspective view of a bearing in a method for mounting a bearing tightly sleeved on a shaft according to the present invention;
[0021] Figure 2 It is an axial cross-sectional view of a bearing in a method for installing a bearing tightly sleeved on a shaft according to the present invention;
[0022] Figure 3 is a perspective view of a wedge in the method for mounting a bearing sleeve on a shaft according to the present invention;
[0023] Figure 4 It is an axial cross-sectional view of a wedge in the method for installing a bearing sleeve on a shaft according to the present invention;
[0024] Figure 5 is an axial cross-sectional view of the method for installing a bearing sleeve on a shaft according to the present invention, during step S6;
[0025] Figure 6 It is an exploded view of the method for installing a bearing sleeve on a shaft after step S8 is performed. DETAILED DESCRIPTION
[0026] The present invention will be further described below with reference to the accompanying drawings.
[0027] See also Figures 1 to 4 The present invention provides a method for installing a tight-fitting bearing on a shaft, which uses a press (not shown), a press sleeve 3, and four wedges 4. The press sleeve 3 is coaxially connected to the lower end of the main shaft of the press, and the inner diameter of the press sleeve 3 is less than or equal to the inner diameter of the bearing inner ring 11, and the outer diameter of the press sleeve 3 is greater than or equal to the outer diameter of the bearing 1. A plurality of positioning grooves 10 are uniformly distributed on the inner wall surface of the bearing inner ring 11, and the bottom surface of each positioning groove 10 is an inclined surface. The wedge 4 is in an inverted L shape, and the length of the vertical portion 41 of the wedge 4 is the same as that of the bearing inner ring 1. 1, the width of the vertical portion 41 of the wedge 4 is adapted to the width of the positioning groove 10 on the bearing inner ring 11, the outer side surface of the vertical portion 41 is an inclined surface adapted to the bottom surface of the positioning groove 10 on the bearing inner ring 11, the inner side surface of the vertical portion 41 is an arc surface adapted to the inner diameter of the bearing inner ring 11, and the thickness of the vertical portion 41 gradually decreases from top to bottom and is adapted to the depth of the positioning groove 10 on the bearing inner ring 11 gradually decreases from top to bottom; a through hole 40 is formed on the side of the horizontal portion 42 of the wedge 4;
[0028] The method for installing a bearing sleeve on a shaft of the present invention comprises the following steps:
[0029] S1. Adjust the stroke parameters of the main shaft of the press to the installation position suitable for bearing 1 and shaft 2;
[0030] S2. Fix shaft 2 vertically on the workbench of the press and keep shaft 2 stable by the clamp on the workbench of the press;
[0031] S3. Place bearing 1 on the upper end face of shaft 2, and align the inner ring 11 of the bearing with the chamfer of the upper end of the shaft, ensuring that bearing 1 and shaft 2 do not move radially or axially.
[0032] S4. Align the lower end surface of the pressurizing sleeve 3 with the upper end surface of the bearing inner ring 11 to maintain the stability of the shaft 2, bearing 1, and pressurizing sleeve 3 as a whole;
[0033] S5. The press applies pressure to the upper end surface of the press sleeve 3, and presses the bearing inner ring 11 onto the shaft 2 through the press sleeve 3 until the lower end surface of the bearing inner ring 11 contacts the shoulder surface of the shaft 2; the press unloads the force;
[0034] S6. Insert the lower parts of the four wedges 4 into the upper parts of the four positioning grooves on the bearing inner ring 11 (see Figure 5 ), and keep the upper end surfaces of the transverse portions of the four wedges 4 at the same horizontal position;
[0035] S7. Align the lower end surface of the press sleeve 3 with the upper end surfaces of the transverse portions of the four wedges 4. Apply pressure to the upper end surface of the press sleeve 3 with the press machine, and use the press sleeve 3 to completely press the four wedges 4 into the four positioning grooves 10 on the bearing inner ring 11 and the outer surface of the shaft 2 in a one-to-one correspondence, until the lower end surfaces of the four wedges 4 are at the same horizontal position as the lower end surface of the bearing inner ring 11.
[0036] S8, unload the press and take out the press sleeve 3 (see Figure 6 );
[0037] S9. First, insert a round rod into the through hole 40 of a wedge 4. Then, align a pulling claw on the puller with the bottom of the two ends of the round rod exposed on both sides of the wedge 4. Then, rotate the center screw of the puller until the wedge 4 is completely separated from the bearing inner ring 11.
[0038] S10, repeat step S9 to separate the other three wedges 4 from the bearing inner ring.
[0039] The method for installing a bearing sleeve on a shaft of the present invention has the following characteristics:
[0040] 1. Four evenly spaced positioning grooves 10 are provided on the bearing inner ring 11 to clearly identify the circumferential direction, thereby reducing radial or axial movement or deviation caused by unclear identification during the installation of the bearing 1;
[0041] 2. The four positioning grooves 10 can effectively absorb the force exerted on the bearing during installation. When the press is pressurized, they absorb the excess force and elastically deform, thereby reducing the stress concentration caused by the pressure concentration when the bearing 1 is installed, thereby protecting the precision fit between the bearing raceway and the rolling element;
[0042] 3. Four positioning grooves evenly distributed on the inner wall of the bearing inner ring make it easier to disassemble the bearing;
[0043] 4. The inclined surfaces of the four wedges 4 facilitate the installation and removal of the bearing and can maintain the proper wedge tightness between the bearing and the shaft;
[0044] 5. The apertures on the inner surfaces of the four wedges 4 absorb most of the installation / disassembly pressure during disassembly, thereby reducing secondary damage to the bearing during disassembly and also reducing misdiagnosis in failure analysis after bearing testing;
[0045] 6. The length, width and height of the four wedges 4 can withstand greater torque and axial force;
[0046] 7. Due to the presence of the transverse parts of the four wedges 4, the upper end surface of the bearing inner ring 11 is tightly clamped without scratching the upper end surface of the bearing inner ring 11.
[0047] The above embodiments are only used to illustrate the present invention, rather than to limit the present invention. Those skilled in the art may make various changes or modifications without departing from the spirit and scope of the present invention. Therefore, all equivalent technical solutions should also fall within the scope of the present invention and should be defined by the claims.
Claims
1. A method for installing a bearing tightly sleeved on a shaft, comprising a press, a press sleeve and a plurality of wedges; the press sleeve is coaxially connected to the lower end of the main shaft of the press, the inner diameter of the press sleeve being less than or equal to the inner diameter of the bearing inner ring, and the outer diameter of the press sleeve being greater than or equal to the outer diameter of the bearing; a plurality of positioning grooves are uniformly distributed on the circumference of the inner wall surface of the bearing inner ring, and the bottom surface of each positioning groove is an inclined surface; the wedge is in an inverted L shape, the length of the vertical portion of the wedge is adapted to the height of the bearing inner ring, the width of the vertical portion of the wedge is adapted to the width of the positioning groove on the bearing inner ring, the outer side surface of the vertical portion is an inclined surface adapted to the bottom surface of the positioning groove on the bearing inner ring, the inner side surface of the vertical portion is an arc surface adapted to the inner diameter of the bearing inner ring, and the thickness of the vertical portion gradually becoming thinner from top to bottom is adapted to the depth of the positioning groove on the bearing inner ring gradually becoming shallower from top to bottom; a through hole is provided on the side surface of the horizontal portion of the wedge; It is characterized by: The installation method comprises the following steps: S1. Adjust the stroke parameters of the main shaft of the press to the installation position of the bearing and shaft; S2. Fix the shaft vertically on the workbench of the press and keep it stable; S3. Place the bearing on the upper end face of the shaft and align the inner ring of the bearing with the upper chamfer of the shaft to prevent radial and axial movement between the bearing and the shaft. S4. Align the lower end surface of the pressurizing sleeve with the upper end surface of the bearing inner ring to maintain the stability of the shaft, bearing, and pressurizing sleeve as a whole; S5. The press applies pressure to the upper end face of the press sleeve, and the inner ring of the bearing is pressed onto the shaft through the press sleeve until the lower end face of the inner ring of the bearing contacts the shoulder end face of the shaft; the press unloads the force; S6. Insert the lower portions of the plurality of wedges into the upper portions of the plurality of positioning grooves on the bearing inner ring in a one-to-one correspondence, and keep the upper end surfaces of the transverse portions of the plurality of wedges at the same horizontal position; S7. Align the lower end surface of the pressurizing sleeve with the upper end surfaces of the transverse portions of the plurality of wedges; apply pressure to the upper end surface of the pressurizing sleeve with a press machine, and use the pressurizing sleeve to completely press the plurality of wedges into the spaces between the plurality of positioning grooves on the bearing inner ring and the outer surface of the shaft, one by one, until the lower end surfaces of the plurality of wedges and the lower end surface of the bearing inner ring are at the same horizontal position; S8, unload the press and take out the press sleeve; S9. Insert a round rod into the hole of one wedge. Align one claw on the puller with the bottom of the two ends of the round rod that are exposed on both sides of the wedge. Then rotate the center screw of the puller until the wedge is completely separated from the inner ring of the bearing. S10. Repeat step S9 to remove the other wedges from the inner ring of the bearing.
2. The method for installing a bearing sleeve on a shaft according to claim 1, characterized in that: When performing step S2, the shaft is kept stable by a clamp on the workbench of the press.
Citation Information
Patent Citations
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