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Preloading methods

Mounting with preload application is a very effective way to lessen deflection. However, under no circumstances should you ever apply a larger preload to a bearing than necessary. The amount and application method, therefore, should always be carefully observed to avoid mistakes, with due consideration for the purpose of preload.The basic pattern, purpose and characteristics of bearing preloads are shown in the following table.

● Preloading methods and characteristics

Method Basic pattern Applicable
Objects Characteristics
Deep groove
ball bearings
Maintaining accuracy
of rotating shaft,
preventing vibration
increasing rigidity
Preload is accomplished by
a predetermined offset of
the rings or by using
Tapered roller
bearing rigidity
Preload is accomplished by
adjusting a threaded screw.
The amount of preload is set
by measuring the starting
torque or axial displacement.
Deep groove
ball bearings
Maintaining accuracy
and preventing
vibration and noise
with a constant
amount of preload
without being affected
by loads or
Preloading is accomplished
by using coil or
belleville springs.
Preloading is accomplished
by using washer

Note1: Although the fixed position preload is simple, sufficient results are not possible without careful adjustment by a skilled worker. Moreover, it is difficult to accurately measure the amount of preload using this method. Therefore, the starting frictional moment and the amount of preload of a bearing must be known in advance.

Note2: In constant pressure preloading method, the size and compression of the spring can be determined from the amount of preload. In many cases, preloading by means of springs is conducted to lessen radial deflection.This type of preloading tends to misalign the spring-loaded ring and it cannot accept a reversing axial load.

● Typical springs used for preloading

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