SHAFT AND HOUSING DESIGN
Shafts
Shafts are generally made from steel, hardened and ground all over. During the design of a spindle or shaft it is highly desirable to plan the design so that the shafts can be ground all over from one setting as a final operation to assure true balance and running accuracy. This is a basic requirement for extreme accuracy or highspeed operation.
Housings
Housings are generally made of cast iron and usually are seasoned to lessen possible distortions. The bore of the housing should be ground or precision bored and checked at a number of points throughout its length and diameter to assure that it is uniformly round and not tapered. It is preferable to mount the bearings in one casting. In this way the two or more housing bores required can be machined during one setting, thereby, helping to assure accurate alignment.
In many applications, a quill-type design is required in order to obtain spindle adjustment. This type of assembly can be advantageous,
in certain applications, in that it allows assembly of the bearings on the shaft and insertion of the bearings and shaft into a housing as a
bench assembly. Quill-type designs are also used when the main frame is made of materials having low hardness such as aluminum.
Where screws are used to fasten parts into the main housing, adequate section should be left under the screw holes to prevent
distortion of the housing bore when the screws are secured and the covers or other parts are pulled tightly into place.
Bearing Spacers
Spacers mounted between units of a pair of bearings are preferably made of steel, hardened and ground and should be sturdy in cross-section. The length should be produced by grinding the inner ring spacer and outer ring spacer simultaneously. It is important that faces of the spacers are square and that their parallelism is the best possible. All corners should be rounded to remove sharp edges and burrs.
The inside diameter of the inner ring spacer should clear the shaft, but not be so loose as to make it possible to mount and run them
eccentrically. For short spacers and high operating speed a clearance of less than .001″ over the maximum shaft diameter is generally satisfactory. For long spacers and low speeds this clearance may be increased to prevent the shaft from disturbing the face parallelism of the spacer.
The outside diameter of the outer ring spacer should be about .001″ less than the minimum bore of the housing. The overall design of the inner ring and outer ring spacers should be made so that a minimum of dead air space is left in the cavity between the bearings.
Housing Seals
A labyrinth combination of slinger and end cover provides a highly effective seal against intrusion of foreign material. This seal
design is recommended for use over a wide range of speeds. For exceptional slow speed applications a combination of slinger and commercial contact type seal is usually employed.
Slingers should be completely machined to assure true running. Their diameters should be concentric with the bore. The outside diameter of the slinger is often tapered, to throw off cutting compounds, coolants, etc., from the point at which such liquids may enter the spindle. A drip or runout groove adjacent to the open lip of the end cover is highly desirable and practical.
The axial clearances of the internal faces between slinger and end cover should be about 1/16 of an inch. The first radial clearance opening on any design through which liquid may pass should be made very close, approximately .003/.005″ on a side. The inner radial clearance should be between .0075″ and .015″. These figures are based on successful practice.
In sophisticated oil-air-mist lubrication systems it has been found that exhaust porting must be supplied between the bearings and
labyrinth type seals in order to insure adequate lubrication of the bearings and sufficient air flow for cooling.
SHAFT AND HOUSING FITS
Shaft Fits
The main purpose of the shaft fit is to assure proper security of the inner ring to the shaft. Under normal conditions of shaft rotation, a loosely fitted inner ring will creep on the shaft leading to wear and peening. This condition will be further aggravated by increase of load or speed. To prevent creeping or slipping, the inner ring should be mounted firmly in place and held securely against the shaft shoulder. However, it is important that the shaft diameter should not be so great an interference fit as to cause undue radial preloading of the bearing. Such a condition could lead to excessive heat generation and increased power consumption.
As a general rule it is recommended that the shaft size and tolerance for seating extra-precision bearings be the same as the bearing bore.
In the case of pre‑ loaded bearings, the ideal shaft fit is a line-to-line fit since an excessively tight fit expands the bearing inner ring and
increases the bearing preload which can lead to overheating. In the case of extremely high-speed applications, however, a minimum press fit of the inner ring is required to insure that the proper fit will be maintained at operating speed. This press fit must be sufficient to compensate for expansion of inner ring due to centrifugal force. Any creeping or shifting of the inner ring on a high-speed device would tend to destroy the balance of the shaft assembly.
The extent of preload change due to an interference fit on the shaft can best be illustrated by the following example: A duplex pair of 2MM9111WI CR DUL bearings, with 35 pounds built-in preload, mounted on a shaft that provides an interference fit of .0004 inches will
have a mounted preload level of approximately 180 pounds. This significant increase in preload will result in elevated operating
temperatures.
Housing Fits
Under normal conditions of rotating shaft, the outer ring is stationary and should be mounted in the housing with a hand push or a light tap fit. Should the housing be the rotating member, the same fundamental considerations apply in mounting the outer ring that were used for the inner ring mounted on a rotating shaft.
As a general rule for rotating shaft applications, the minimum housing bore dimension for extra-precision bearings should be established
as the maximum bearing outside diameter. The tolerance of the housing bore should be the same as the tolerance for the outer ring.
Numerous designs utilize the fixed and floating principle. The previously mentioned fitting practice should be utilized on the fixed
end only. In order to insure that the opposite end will float, and to corn pen-sate for thermal changes within the device, it is necessary to supply a looser housing fit. Generally this fit will be sufficient if the average fit is made .0002″ looser than the average fit of the fixed end. If a heat source is present, such as an integral motor, added looseness in the housing will be required.