Selecting a bearing

10. Fits

When a ball bearing is used, it is not used only by itself. It is always fitted to either a shaft or a housing bore. Fit is the value of tightness between the shaft and bearing bore when the bearing is installed. Fit can also be the tightness between the housing bore and the bearing outside diameter. Fits are classified into clearance fit, intermediate fit, and interference fit.

Fits

Fits help bearings not to have unfavorable slip called "Creep" by firmly securing the inner ring and outer ring on the shaft and in the housing, respectively. Fits also minimize vibration during rotation. When creep happens, abnormal heat, and wear particles can be generated due to slip wear. Abnormal heat hastens the degradation of grease and retainers. Wear particles could migrate inside the bearing, and cause vibration and degradation. It is necessary to choose a proper fit for each application because improper fits can not only degrade the bearing performance, but also they could cause seizure from burning and early failure. In the case of interference fits, the interference causes a change in radial clearance. The change in radial clearance generated by interference can be calculated as below. (By TIMOSHENKO)

Decrease in internal clearance due to fits

Interference fit of the inner ring to the shaft

The sketches drawn in solid lines and dotted lines are the bearing prior to a fit, and the bearing after a fit, respectively. When press fitted with an interference " i ", the inner ring groove diameter d2 increases by an amount δ. This δ is also equal to the decrease in radial clearance.

Press fits of the inner ring to the shaft :
Figure10-1
d:nominal bore diameter,
nominal outside diameter of the shaft
d1: Shaft bore
(In the case of solid shafts   (d/d1)2+ 1 = 1 )
(d/d1)2- 1
d2:Inner ring groove diameter
 i:Interference (i/2 in radial direction)
Eb:Young's modulus of inner ring (Outer Ring)
Es:Young's modulus of shaft
mb:Poisson's ratio of inner ring (outer ring)
ms:Poisson's ratio of shaft
δ= 2i (d2/d)
{ (d2/d)2 - 1 } (d2/d)2 + 1 + 1 + Eb (d/d1)2 + 1 - 1
(d2/d)2 - 1 mb Es (d/d1)2 - 1 ms
 

Interference fit of the outer ring to the housing

The sketches drawn in solid lines and dotted lines are the bearing prior to a fit, and the bearing after a fit, respectively. When it is press fitted with an interference " I ", the outer ring groove diameter D1 decreases by an amount Δ. This amount Δ is also equal to the decrease in radial clearance.

Press fits of the outer ring to the housing :
Figure10-2
D:nominal outside diameter of outer ring, nominal housing bore
D1:Outer ring groove diameter
D2:Housing outer diameter
I:Interference (I/2 in radial direction)
Eh:Young's modulus of housing
mh:Poisson's ratio of housing
Δ= 2I (D/D1)
{ (D/D1)2 - 1 } (D/D1)2 + 1 - 1 + Eb (D2/D)2 + 1 + 1
(D/D1)2 - 1 mb Eh (D2/D)2 - 1 mh
 

Securing with glue

When the bearing is fitted to the shaft and housing by glue without interference, it is necessary to select the proper clearance to enhance the effectiveness of the glue. It is recommended to consult with the glue manufacturer because the proper clearance depends on the type of glue. Please be aware that the roundness of the ring raceways could worsen because of the curing stress of the glue.

Referred from JIS B 0401-1

Deviation of holes for common fits

(unit : μm)
Dimensional division
(mm)
G H JS K M N P
Over Incl. G7 H5H6H7 JS5JS6JS7 K5K6K7 M5M6M7 N6N7 P7
- 3 +12
+2
+4
0
+6
0
+10
0
±2 ±3 ±5 0
-4
0
-6
0
-10
-2
-6
-2
-8
-2
-12
-4
-10
-4
-14
-6
-16
3 6 +16
+4
+5
0
+8
0
+12
0
±2.5 ±4 ±6 0
-5
+2
-6
+3
-9
-3
-8
-1
-9
0
-12
-5
-13
-4
-16
-8
-20
6 10 +20
+5
+6
0
+9
0
+15
0
±3 ±4.5 ±7.5 +1
-5
+2
-7
+5
-10
-4
-10
-3
-12
0
-15
-7
-16
-4
-19
-9
-24
10 18 +24
+6
+8
0
+11
0
+18
0
±4 ±5.5 ±9 +2
-6
+2
-9
+6
-12
-4
-12
-4
-15
0
-18
-9
-20
-5
-23
-11
-29
18 30 +28
+7
+9
0
+13
0
+21
0
±4.5 ±6.5 ±10.5 +1
-8
+2
-11
+6
-15
-5
-14
-4
-17
0
-21
-11
-24
-7
-28
-14
-35

Deviation of shafts for common fits

(unit : μm)
Dimension
division
(mm)
f g h js k m n p r
Over Incl. f6 g5g6 h4h5h6 js4js5js6 k4k5k6 m5m6 n6 p6 r6
- 3 -6
-12
-2
-6
-2
-8
0
-3
0
-4
0
-6
±1.5 ±2 ±3 +3
0
+4
0
+6
0
+6
+2
+8
+2
+10
+4
+12
+6
+16
+10
3 6 -10
-18
-4
-9
-4
-12
0
-4
0
-5
0
-8
±2 ±2.5 ±4 +5
+1
+6
+1
+9
+1
+9
+4
+12
+4
+16
+8
+20
+12
+23
+15
6 10 -13
-22
-5
-11
-5
-14
0
-4
0
-6
0
-9
±2 ±3 ±4.5 +5
+1
+7
+1
+10
+1
+12
+6
+15
+6
+19
+10
+24
+15
+28
+19

Referred from JIS B 1566

Fits of inner ring in radial bearings*1

Bearing grade Rotating inner ring load or indeterminate direction load Stationary inner ring load
Tolerance zone class of shaft*2
0, 6 grades r6 p6 n6 m6
m5
k6
k5
js6
js5
h5 h6
h5
g6
g5
f6
5 grades - - - m5 k4 js4 h4 h5 - -
fits interference fit intermediate fit clearance fit

Fits of outer ring in radial bearings*3

Bearing grade Stationary outer ring load Indeterminate direction load or rotating outer ring load
Tolerance zone class of hole*2
0, 6 grades G7 H7
H6
JS7
JS6
- JS7
JS6
K7
K6
M7
M6
N7
N6
P7
5 grades - H5 JS5 K5 - K5 M5 - -
fits interference fit intermediate fit clearance fit
*1 tolerance of bearing bore is based on JIS B 1514-1.
*2 symbol of tolerance zone class is based on JIS B0401.
*3 Tolerance of outer diameter of bearings is based on JIS B1514-1.

Definitions

Rotating inner ring load :
the line of action of the load is rotating in relation to the inner ring of the bearing
Stationary inner ring load :
the line of action of the load does not rotate in relation to the inner ring of the bearing
Stationary outer ring load :
the line of action of the load does not rotate in relation to the outer ring of the bearing
Rotating outer ring load :
the line of action of the load is rotating in relation to the outer ring of the bearing
Indeterminate direction load :
the direction of the load cannot be determined.


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