Spherical roller bearings

Spherical roller bearings are suitable where:

• bearing arrangements are subjected to high and very high radial loads ➤ section
• relatively high axial loads occur on one or both sides, in addition to high radial forces ➤ section
• dynamic or static misalignments of the shaft relative to the housing, or deflections of the shaft, must be freely compensated by the bearing ➤ section
• high shock type loads must be supported dynamically
• locating bearings with a very high load carrying capacity are required

Spherical roller bearing: comparison of load carrying capacity with barrel roller bearing of the same dimensions, compensation of misalignments Fr = radial load Cr = basic dynamic load rating

Bearing design

Design variants

The standard product range of spherical roller bearings comprises:

• bearings of the open design ➤ Figure, ➤ Figure and ➤ Figure
• bearings with adapter sleeve or withdrawal sleeve ➤ Figure
• sealed bearings ➤ Figure
• bearings for vibratory machinery ➤ link

The bearings are available in the majority of sizes as X-life designs with significantly higher performance ➤ link. Larger catalogue bearings and other bearing designs GL 1.

Bearings of basic design

The outer ring has a curved raceway

Spherical roller bearings are part of the group of radial roller bearings. These self-retaining rolling bearings have two rows of rollers with a mutually curved raceway in the outer ring and two raceways inclined relative to the bearing axis in the inner ring. This raceway design allows these bearings to combine a range of characteristics, which are essential to many applications, in one bearing, such as angular adjustability for example ➤ section. The symmetrical barrel rollers are guided by brass, sheet steel or polyamide cages ➤ section.

Roller contact design

The stress distribution at the contact points between the rollers and raceways is determined by the contact surface of the rollers. As a result, the roller geometry is matched to the raceway. This gives a favourable load distribution over the entire length of the roller and prevents both edge stresses and stress peaks at the ends of the roller ➤ Figure.

Uniform load distribution due to optimised roller and raceway profile F = load on the rollers

The bore is cylindrical or tapered

Bearings of basic design are supplied without seals and with a cylindrical bore. With the exception of series 233..-A, these bearings are also available with a tapered bore ➤ Figure.

Bearings with a tapered bore have a bore taper of 1:12 and the suffix K, whereas spherical roller bearings of the series 249, 240 and 241 have a bore taper of 1:30 and the suffix K30 ➤ Figure and ➤ section.

Distinguishing features of bearings in the basic design

In addition to the design of the bore (cylindrical or tapered), the specific bearing design is also dependent on the bearing series and bearing size. The key distinguishing features are the:

• design of the inner ring
  • bearings without a central rib on the inner ring ➤ Figure, ➤ Figure and ➤ Figure
  • bearings with a rigid central rib on the inner ring ➤ Figure, ➤ Figure and ➤ Figure
  • bearings with a loose central rib on the inner ring ➤ Figure and ➤ Figure
• design of the cage ➤ section

Bearings with a loose central rib on the inner ring

A loose central rib provides axial guidance of the rollers in the load-free zone ➤ Figure and ➤ Table. This reduces friction in the bearing, which in turn leads to lower operating temperatures.

Spherical roller bearings of basic design, cylindrical bore Fr = radial load Fa = axial load Spherical roller bearing without central rib on inner ring Spherical roller bearing with rigid central rib on inner ring

Spherical roller bearings of basic design, tapered bore Fr = radial load Fa = axial load Spherical roller bearing without central rib on inner ring Spherical roller bearing with rigid central rib on inner ring

Spherical roller bearings of basic design, cylindrical or tapered bore, with loose central rib Fr = radial load Fa = axial load Cylindrical bore Tapered bore Loose central rib

Basic bearing design variants

Bearings of basic design are available in the following variants:

• bearings without central rib on inner ring ➤ Table
• bearings with rigid central rib on inner ring ➤ Table
• bearings with loose central rib ➤ Table

Bearing design for bearings without central rib on inner ring

Design			Suffix
		Two sheet steel cages, surface hardened or coated, guidance on outer ring, X-life	E1-XL
		One brass double comb cage, guided by rollers, inner ring with two lateral retaining ribs, X-life	E1A-XL-M
		Two window cages made from glass fibre reinforced polyamide, guidance on inner ring, X-life	E1-XL-TVPB

Bearing design for bearings with rigid central rib on inner ring

Design			Suffix
		Two brass cages, guidance on inner ring, inner ring with two lateral retaining ribs and one central rib	MB B-MB
		One steel double comb cage, guidance on inner ring, inner ring with two lateral retaining ribs and one central rib	B-FB1
		Two brass cages, guidance on outer ring, inner ring with two lateral retaining ribs and one central rib	A-MA AS-MA
		One brass double comb cage, guidance on outer ring, inner ring with two lateral retaining ribs and one central rib, X-life	XL-MA1

Bearing design for bearings with loose central rib

Design			Suffix
		Two sheet steel cages, surface hardened, guidance on inner ring, X-life	BE-XL
		Two sheet steel cages, surface hardened, guidance on outer ring, X-life, vibrating screen design	BE-XL-JPA-T41A
		One brass double comb cage, guidance on inner ring, inner ring with two lateral retaining ribs, X-life	BEA-XL-MB1

Sealed spherical roller bearings

A selection of standard bearings is also available with seals on both sides ➤ Figure and ➤ section.

Series 222, 223

Sealed bearings of series 222 and 223 include an oversize width and the prefix WS in the designation ➤ Figure and ➤ section.

Series 240, 241

The main dimensions of sealed bearings of series 240 and 241 correspond to the main dimensions of open bearings.

Further information on sealed spherical roller bearings TPI 218.

Spherical roller bearings of basic design, sealed on both sides Bearing with contact seal 2RSR (D ＜ 160) Bearing with contact seal 2VSR (160 ＜ D ≦ 320) Bearing with contact seal 2RSR (320 ＜ D ≦ 620)

Spherical roller bearings for vibratory machinery

The rolling bearings fitted in vibratory machinery must support not only high loads and high speeds but also accelerations and centrifugal forces. In many cases, these applications involve adverse environmental conditions such as contamination and moisture.

Spherical roller bearings are matched to the operating conditions of vibratory machinery

The special spherical roller bearings developed by Schaeffler are matched to the operating conditions in vibratory machinery and have proved highly successful in practical use. In particular, the cages of the rolling bearings are subjected to stresses arising from high radial accelerations. In unfavourable cases, these may be overlaid by axial accelerations as well.

The support of angular misalignments reduces additional sliding motions

The rotating imbalance generates a rotating shaft deflection and additional sliding motion within the bearings. This increases the friction and therefore the operating temperature of the bearings. The special spherical roller bearings can support dynamic angular adjustments up to 0,15°.

Basic designs of special spherical roller bearings

Schaeffler special spherical roller bearings for vibratory machinery have the main dimensions of dimension series 23 (DIN 616:2000, ISO 15:2017).

Specification T41A (T41D)

Schaeffler spherical roller bearings for vibratory machinery are manufactured in accordance with the specification T41A or T41D ➤ Table. This takes into consideration the particular requirements of the application. The specification defines, for example, the tolerances of the bore and outside diameter, as well as the radial internal clearance of the bearings. The other tolerances are in accordance with tolerance class Normal to ISO 492:2014.

Schaeffler spherical roller bearings for vibratory machinery are described in detail in TPI 197. This can be requested from Schaeffler.

Bearings with adapter sleeve or withdrawal sleeve

Ready-to-fit mounting kits facilitate the ordering and mounting of bearings

Complete bearing mounting kits are also available for use in locating spherical roller bearings with a tapered bore onto a cylindrical shaft journal. These units comprise the bearing, adapter sleeve, tab washer and locknut, or bearing and withdrawal sleeve ➤ Figure. Adapter sleeves and withdrawal sleeves allow the bearings to be located on smooth and stepped shafts ➤ Figure and ➤ Figure. The fixing elements are described in the product tables and must also be stated when placing the order.

Spherical roller bearing with adapter sleeve Fr = radial load Fa = axial load Spherical roller bearing with rigid central rib on inner ring, with adapter sleeve Adapter sleeve Locknut Tab washer

X-life premium quality

Spherical roller bearings are available in numerous series and dimensions as X-life bearings ➤ Figure. These bearings exhibit considerably higher performance than conventional spherical roller bearings. This is achieved, for example, through the modified internal construction, higher surface quality of the contact areas, optimised contact geometry between rollers and raceways, new roller dimensions with crowned ends and the optimised cage design, as well as through the higher quality of the steel and rolling elements and a loose central rib ➤ Table.

Spherical roller bearing in X-life design Cage Barrel roller Outer ring Inner ring

Advantages

Increased customer benefits due to X-life

These technical enhancements offer a range of advantages, such as:

• a more favourable load distribution in the bearing and thus a higher dynamic load carrying capacity of the bearings ➤ Figure
• a higher running accuracy and smooth running
• running with reduced friction and greater energy efficiency
• lower heat generation in the bearing
• higher possible speeds
• lower lubricant consumption and therefore longer maintenance intervals if relubrication is carried out
• a measurably longer operating life of the bearings
• high operational security
• compact, environmentally-friendly bearing arrangements

The benefits of X-life: lower operating costs, higher machine availability

In conclusion, these advantages improve the overall cost-efficiency of the bearing position significantly and thus bring about a sustainable increase in the efficiency of the machine and equipment.

Suffix XL

X-life spherical roller bearings include the suffix XL in the designation ➤ section and ➤ link.

Areas of application

Suitable for a further area of application

Due to their special technical features, X-life spherical roller bearings are highly suitable for bearing arrangements in:

• dryer rolls and calenders
• mining machinery, conveyor belts, crushers, vibrating screens, vertical mills, roller presses
• continuous casting plant
• passenger elevators
• marine propulsions systems

X-life indicates a high product performance density and thus a particularly significant benefit to the customer.

Load carrying capacity

Suitable for very high radial loads and high axial loads

Spherical roller bearings can support high axial loads in both directions and very high radial loads. They are designed for very high load carrying capacity and, since they have the maximum possible number of large and particularly long barrel rollers (bearings in E1 design), are also suitable for the heaviest loads ➤ section.

Axial load carrying capacity of bearings with adapter sleeve or withdrawal sleeve

Due to their internal construction, spherical roller bearings can support high axial loads. Where bearings with adapter sleeves or withdrawal sleeves are located on a smooth shaft without a fixed axial stop (e. g. rigid shoulder), the axial load carrying capacity of the bearing arrangement is dependent on the friction between the shaft and the sleeve.

If there is any doubt about the axial load carrying capacity of the location method, please consult Schaeffler.

Axial load and higher speeds

Friction in the bearing rises with increasing load and speed

Spherical roller bearings support high axial forces from both directions. However, if very high axial loads occur in combination with very high speeds, the resulting increase in temperature and friction in the bearing must be taken into consideration.

Compensation of angular misalignments

Spherical roller bearings compensate dynamic and static angular misalignments

Due to the concave rolling element raceway in the outer ring, spherical roller bearings are capable of angular adjustment ➤ section. As a result, they permit skewing between the outer and inner ring within certain limits, without causing damage to the bearings, and can thus compensate misalignments, shaft deflections and housing deformations.

Permissible adjustment angle

The possible skewing is dependent on the magnitude of the load

The permissible adjustment angle is stated for loads P ＜ 0,1 · C_r ➤ Table. The adjustment angles apply if:

• the angular adjustment angle is constant (static angular misalignment)
• the rotating component is the inner ring

The extent to which the stated values can be used in practice is essentially dependent on the design of the bearing arrangement, sealing etc.

Reduced adjustment angle

If the rotating component is the outer ring, the inner ring undergoes tumbling motion or the adjustment angles are larger than stated in the table, the angular adjustment facility of the bearings is smaller. In such cases, please consult Schaeffler.

Permissible adjustment angle for sealed bearings

The permissible adjustment angle is smaller for sealed bearings

In sealed spherical roller bearings, the angular adjustment facility is 0,5° from the central position. The sealing function is not adversely affected by misalignments occurring up to this value.

Permissible adjustment angle of spherical roller bearings

Bearing series	Adjustment angle
	°
213..-E1, 222..-E1, 222..-BE(BEA),230, 230..-E1(E1A), 230..‑BE(BEA), 238, 239, 240	1,5
223..-E1, 223.. -BE(BEA), 231, 231..E1(E1A), 231..-BE(BEA), 232, 232..-E1(E1A), 232.. -BE(BEA), 233..-A, 240..-BE(BEA), 241, 241..-BE(BEA)	2

Lubrication

The bearings can be lubricated via a circumferential groove and lubrication holes

In order to ensure good lubrication, most spherical roller bearings have a circumferential groove and three lubrication holes in the outer ring. The lubricant is pressed into the bearing via the groove and holes ➤ Figure. Due to the direct and symmetrical feed system, a uniform supply of lubricant to the rows of rollers is achieved. On both sides of the bearing, sufficiently large cavities for collection of the used grease or openings for the escape of grease must be provided.

Series 213

Bearings of series 213 with a bore diameter d ≦ 35 mm do not have a lubrication groove and lubrication hole.

Lubrication for ungreased bearings

Open spherical roller bearings are not greased. These bearings must be lubricated with oil or grease.

If shafts with a vertical axis are supported using spherical roller bearings, particular attention must be paid to ensuring the reliable provision of lubricant to the bearings.

Compatibility with plastic cages

When using bearings with plastic cages, compatibility between the lubricant and the cage material must be ensured if synthetic oils, lubricating greases with a synthetic oil base or lubricants containing a high proportion of EP additives are used.

Observe oil change intervals

Aged oil and additives in the oil can impair the operating life of plastics at high temperatures. As a result, stipulated oil change intervals must be strictly observed.

Lubrication-specific suffixes

Suffixes

H40	without lubrication groove and lubrication holes
H40CA	6 lubrication holes in the outer ring
H40AB	6 lubrication holes in the inner ring
H40AC	6 lubrication holes and one lubrication groove in the inner ring
S	lubrication groove and lubrication holes in the outer ring
SY	3 lubrication holes in the outer ring, no lubrication groove

Lubrication of the bearing via a lubrication groove and lubrication holes in the outer ring Lubrication groove with lubrication holes Cavity for collecting grease

Sealed bearings

Greased bearings are normally maintenance-free

Sealed bearings are supplied already filled with a high quality lithium soap grease with a mineral oil base and are maintenance-free for most applications. Whether or not a bearing requires relubrication during its operating life is dependent on the operating conditions (e. g. on the operating temperatures and operating speeds). Where bearings cannot be relubricated, the grease operating life must be observed.

Sealing

Certain bearings are also available with seals

Sealed spherical roller bearings have sealing shields on both sides, which protect the bearing reliably against contamination. In order to ensure optimum sealing integrity, various sealing concepts are used, which are determined by size. The bearings should not be heated above +80 °C or washed out prior to mounting.

Series 240, 241

The seal material used is FKM

For spherical roller bearings of series 240 and 241, the standard seal material is fluoro elastomer.

Seals made from fluoro elastomer, such as Viton (FKM, FPM) for example, comprise particularly high performance materials which, when heated above approx. +300 °C, may release vapours and gases that are harmful to health if they are inhaled or come into contact with the eyes. Contact with seals which have been heated to such high temperatures is still dangerous even after cooling. Contact with skin must be avoided in all cases. A doctor must be consulted immediately if such vapours are inhaled. In all cases, the user is responsible for the safe handling of the seals during the operating life, as well as for scrapping the seals and disposing of them correctly.

Such temperatures may occur, for example, if a welding torch is used in the dismantling of a bearing. In these cases, the currently valid safety data sheet must be observed.

Speeds

Speeds in the product tables

Two speeds are indicated in the product tables:

• the kinematic limiting speed n_G
• the thermal speed rating n_ϑr

Limiting speeds

The limiting speed n_G is the kinematically permissible speed of the bearing. Even under favourable mounting and operating conditions, this value should not be exceeded without prior consultation with Schaeffler ➤ link.

Reference speeds

n_ϑr is used to calculate n_ϑ

The thermal speed rating n_ϑr is not an application-oriented speed limit, but is a calculated ancillary value for determining the thermally safe operating speed n_ϑ ➤ link.

Bearings with contact seals

For bearings with contact seals, no speed ratings are defined in accordance with DIN ISO 15312:2004. As a result, only the limiting speed n_G is given in the product tables for these bearings.

Noise

Schaeffler Noise Index

The Schaeffler Noise Index (SGI) is not yet available for this bearing type ➤ link. The data for these bearing series will be introduced and updated in stages.

Temperature range

Limiting values

The operating temperature of the bearings is limited by:

• the dimensional stability of the bearing rings and rolling elements
• the cage
• the lubricant
• the seals

Possible operating temperatures of spherical roller bearings ➤ Table.

Permissible temperature ranges

Operating temperature	Open spherical roller bearings		Sealed spherical roller bearings
	with brass or sheet steel cage	with polyamide cage PA66	Series 222, 223	Series 240, 241
	–30 °C to +200 °C	–30 °C to +120 °C	–40 °C to +100 °C, for short periods up to +120 °C, limited by the lubricant and seal material	–30 °C to +180 °C, for short periods up to +200 °C, limited by the lubricant and seal material

In the event of anticipated temperatures which lie outside the stated values, please contact Schaeffler.

Cages

Solid brass cages are used as standard

Standard cages for spherical roller bearings ➤ Table, ➤ Table, ➤ Table, ➤ Table. Other cage designs are available by agreement. With such cages, however, suitability for high speeds and temperatures as well as the basic load ratings may differ from the values for the bearings with standard cages. Essential information on cages ➤ link.

Cages in design B and in bearings without a suffix

Solid cage made from brass or sheet metal

Spherical roller bearings with a rigid central rib on the inner ring (design B or bearings without a suffix) have a solid brass cage. Bearings without a cage suffix have sheet metal cages ➤ Table and ➤ Table.

Cages in bearings with the suffix MB/MB1, MA/MA1

Solid brass cage

Bearings with the suffix MB or MB1 have solid brass cages, which are guided on the inner ring. In bearings with the suffix MA or MA1, the solid brass cages are guided on the outer ring ➤ Table, ➤ Table and ➤ Table.

Bearings with the suffix M

Solid brass cage

Bearings with the suffix M have a roller-guided solid brass cage ➤ Table and ➤ Table.

Bearings with the suffix E1/BE

Sheet steel cage, solid brass cage or solid cage made from polyamide PA66

Bearings with the suffix E1 and BE and without a cage suffix have sheet steel cages. The two cage halves are retained by a guiding ring or loose central rib in the outer or inner ring ➤ Table and ➤ Table. The other bearings of E1 design have solid cages made from glass fibre reinforced polyamide PA66 or solid brass cages (suffix TVPB or M). The sheet steel cages are surface hardened or coated and, as a result, are particularly well protected against wear.

Cage, cage suffix, bore code

1. Cage designation MA1.

For high continuous temperatures and applications with difficult operating conditions, bearings with brass or sheet steel cages should be used. If there is any uncertainty regarding cage suitability, please consult Schaeffler.

Internal clearance

Radial internal clearance

The standard is CN

Spherical roller bearings with cylindrical and tapered bore are manufactured as standard with radial internal clearance CN (normal) ➤ Table and ➤ Table.

A number of bearings are also available by agreement with the smaller internal clearance C2 and with the larger internal clearance C3 and C4 ➤ Table and ➤ Table.

Spherical roller bearings with cylindrical bore

The values for radial internal clearance correspond to DIN 620-4:2004 (ISO 5753-1:2009) ➤ Table. These are valid for bearings which are free from load and measurement forces (without elastic deformation).

Radial internal clearance of spherical roller bearings with cylindrical bore

Nominal bore diameter		Radial internal clearance
d		C2 (Group 2)		CN (Group N)		C3 (Group 3)		C4 (Group 4)
mm		μm		μm		μm		μm
over	incl.	min.	max.	min.	max.	min.	max.	min.	max.
18	24	10	20	20	35	35	45	45	60
24	30	15	25	25	40	40	55	55	75
30	40	15	30	30	45	45	60	60	80
40	50	20	35	35	55	55	75	75	100
50	65	20	40	40	65	65	90	90	120
65	80	30	50	50	80	80	110	110	145
80	100	35	60	60	100	100	135	135	180
100	120	40	75	75	120	120	160	160	210
120	140	50	95	95	145	145	190	190	240
140	160	60	110	110	170	170	220	220	280
160	180	65	120	120	180	180	240	240	310
180	200	70	130	130	200	200	260	260	340
200	225	80	140	140	220	220	290	290	380
225	250	90	150	150	240	240	320	320	420
250	280	100	170	170	260	260	350	350	460
280	315	110	190	190	280	280	370	370	500
315	355	120	200	200	310	310	410	410	550
355	400	130	220	220	340	340	450	450	600
400	450	140	240	240	370	370	500	500	660
450	500	140	260	260	410	410	550	550	720
500	560	150	280	280	440	440	600	600	780
560	630	170	310	310	480	480	650	650	850
630	710	190	350	350	530	530	700	700	920
710	800	210	390	390	580	580	770	770	1010
800	900	230	430	430	650	650	860	860	1120
900	1 000	260	480	480	710	710	930	930	1 220
1 000	1 120	290	530	530	770	770	1 050	1 050	1 430
1 120	1 250	320	580	580	840	840	1 140	1 140	1 560
1 250	1 400	350	630	630	910	910	1 240	1 240	1 700
1 400	1 600	380	700	700	1 020	1 020	1 390	1 390	1 890
1 600	1 800	420	780	780	1 140	1 140	1 550	1 550	2 090

Spherical roller bearings with tapered bore

The values for radial internal clearance correspond to DIN 620-4:2004 (ISO 5753-1:2009) ➤ Table. These are valid for bearings which are free from load and measurement forces (without elastic deformation).

Radial internal clearance of spherical roller bearings with tapered bore

Nominal bore diameter		Radial internal clearance
d		C2 (Group 2)		CN (Group N)		C3 (Group 3)		C4 (Group 4)
mm		μm		μm		μm		μm
over	incl.	min.	max.	min.	max.	min.	max.	min.	max.
18	24	15	25	25	35	35	45	45	60
24	30	20	30	30	40	40	55	55	75
30	40	25	35	35	50	50	65	65	85
40	50	30	45	45	60	60	80	80	100
50	65	40	55	55	75	75	95	95	120
65	80	50	70	70	95	95	120	120	150
80	100	55	80	80	110	110	140	140	180
100	120	65	100	100	135	135	170	170	220
120	140	80	120	120	160	160	200	200	260
140	160	90	130	130	180	180	230	230	300
160	180	100	140	140	200	200	260	260	340
180	200	110	160	160	220	220	290	290	370
200	225	120	180	180	250	250	320	320	410
225	250	140	200	200	270	270	350	350	450
250	280	150	220	220	300	300	390	390	490
280	315	170	240	240	330	330	430	430	540
315	355	190	270	270	360	360	470	470	590
355	400	210	300	300	400	400	520	520	650
400	450	230	330	330	440	440	570	570	720
450	500	260	370	370	490	490	630	630	790
500	560	290	410	410	540	540	680	680	870
560	630	320	460	460	600	600	760	760	980
630	710	350	510	510	670	670	850	850	1 090
710	800	390	570	570	750	750	960	960	1 220
800	900	440	640	640	840	840	1 070	1 070	1 370
900	1 000	490	710	710	930	930	1 190	1 190	1 520
1 000	1 120	540	780	780	1 020	1 020	1 300	1 300	1 650
1 120	1 250	600	860	860	1 120	1 120	1 420	1 420	1 800
1 250	1 400	660	940	940	1 220	1 220	1 550	1 550	1 960
1 400	1 600	740	1 060	1 060	1 380	1 380	1 750	1 750	2 200
1 600	1 800	820	1 180	1 180	1 540	1 540	1 950	1 950	2 500

Dimensions, tolerances

Dimension standards

The main dimensions of spherical roller bearings correspond to DIN 635‑2:2009, DIN 616:2000 and ISO 15:2017.

Width tolerances for bearings with the suffixes BE and BEA

For spherical roller bearings with the suffixes BE and BEA, the width tolerances are reduced by half compared to the standard values. Values ➤ Table. The running accuracy corresponds to tolerance class 5.

Width tolerances for spherical roller bearings with the suffixes BE and BEA

Nominal bore diameter		Width deviation
d		tΔBs
mm		μm
over	incl.	U	L
18	30	0	–60
30	50	0	–60
50	80	0	–75
80	120	0	–100
120	180	0	–125
180	250	0	–150
250	315	0	–175
315	400	0	–200
400	500	0	–225
500	630	0	–250
630	800	0	–375
800	1000	0	–500

Tolerance symbols ➤ Table
U = upper limit deviation
L = lower limit deviation

Specification T41A and T41D

The tolerances for d and D are restricted

Spherical roller bearings to specification T41A and T41D have restricted tolerances for the inside and outside diameter ➤ Table. In bearings with a tapered bore, the reduced tolerance range applies to the outside diameter only.

Restricted diameter tolerances for the inner and outer ring in bearings to specification T41A and T41D

Inner ring				Outer ring
Nominal bore diameter		Bore deviation		Nominal outer ring diameter		Outside diameter deviation
d		tΔdmp		D		tΔDmp
mm		μm		mm		μm
over	incl.	U	L	over	incl.	U	L
30	50	0	–7	80	150	–5	–13
50	80	0	–9	150	180	–5	–18
80	120	0	–12	180	315	–10	–23
120	180	0	–15	315	400	–13	–28
180	250	0	–18	400	500	–13	–30
250	315	0	–21	500	630	–15	–35

Tolerance symbols ➤ Table
U = upper limit deviation
L = lower limit deviation

Chamfer dimensions

The limiting dimensions for chamfer dimensions correspond to DIN 620‑6:2004. Overview and limiting values ➤ section. Nominal value of chamfer dimension ➤ link.

Tolerances

The tolerances for the dimensional and running accuracy of spherical roller bearings correspond to tolerance class Normal in accordance with ISO 492:2014. Tolerance values ➤ Table. The tolerance values for tapered bores with a taper angle 1:12 correspond to ISO 492 ➤ Table; the tolerance values for tapered bores with a taper angle 1:30 correspond to ➤ Table. The running tolerances for spherical roller bearings with the suffixes BE and BEA correspond to tolerance class 5. Tolerance values in accordance with ISO 492 ➤ Table.

For bearing arrangements with higher requirements for dimensional and running accuracy, spherical roller bearings are available with the tolerance class 5 to ISO 492:2014. In such cases, please consult Schaeffler.

Suffixes

For a description of the suffixes used in this chapter ➤ Table and medias interchange http://www.schaeffler.de/std/1B69.

Suffixes and corresponding descriptions

Suffix	Description of suffix
A-MA, AS-MA	Two brass cages, guidance on outer ring, inner ring with two lateral retaining ribs and one central rib	Standard combinations
B-FB1	One steel cage, guidance on inner ring, inner ring with two lateral retaining ribs and one central rib	Standard combinations
BE-XL	Two sheet steel cages, surface hardened, guidance on inner ring, X-life	Standard combinations
BE-XL-JPA	Two sheet steel cages, surface hardened, guidance on outer ring, X-life	Standard combinations
BEA-XL-MB1	One brass double comb cage, guidance on inner ring, inner ring with two lateral retaining ribs, X-life	Standard combinations
E1-XL	Two sheet steel cages, surface hardened or coated, guidance on outer ring, X-life	Standard combinations
E1-XL-TVPB	Two window cages made from glass fibre reinforced polyamide, guidance on inner ring, X-life	Standard combinations
E1A-XL-M	One brass double comb cage, guided by rollers, inner ring with two lateral retaining ribs, X-life	Standard combinations
MB, B-MB	Two brass cages, guidance on inner ring, inner ring with two lateral retaining ribs and one central rib	Standard combinations
MA1	One brass cage, guidance on outer ring, inner ring with two lateral retaining ribs and one central rib	Standard combinations
2RSR	Contact seal (lip seal) on both sides with sheet steel reinforcement, made from nitrile rubber (NBR); grease fill level 25% to 40%, filled with high pressure grease	Standard
2VSR	Contact seal (lip seal) on both sides with steel reinforcement, made from fluoro rubber (FKM); grease fill level 60% to 100%, filled with high temperature grease	Standard
continued ▼

Suffixes and corresponding descriptions

Suffix	Description of suffix
C2	Radial internal clearance C2 (smaller than normal)	Available by agreement
C3	Radial internal clearance C3 (larger than normal)
C4	Radial internal clearance C4 (larger than C3)
H40	Without lubrication groove and lubrication holes
H40CA	6 lubrication holes in the outer ring
H40AB	6 lubrication holes in the inner ring
H40AC	6 lubrication holes and one lubrication groove in the inner ring
H78(*)	3 uniformly distributed threaded holes in one end face of the outer ring (* weight-oriented module letter, please contact us)
H151	One 45° retaining slot in the outer ring
H151B	One 15° retaining slot in the outer ring
K	Tapered bore, taper 1:12
K30	Tapered bore, taper 1:30
P5	Dimensional and running accuracy in accordance with ISO tolerance class 5
S	Lubrication groove and lubrication holes in outer ring
SY	3 lubrication holes in the outer ring, no lubrication groove
T41A	For oscillating load with restricted diameter tolerances, radial internal clearance C4
T41D	For oscillating load with restricted diameter tolerances, radial internal clearance C4, bore with thin chromium coating
W209B	Inner ring made from case hardening steel
XL	X-life bearing
continued ▲

Structure of bearing designation

Examples of composition of bearing designation

The designation of bearings follows a set model. Examples ➤ Figure to ➤ Figure. The composition of designations is subject to DIN 623-1 ➤ Figure.

Spherical roller bearing with cylindrical bore, without central rib on inner ring: designation structure

Spherical roller bearing for vibratory machinery, with cylindrical bore, without central rib on inner ring, to specification T41A: designation structure

Spherical roller bearing with tapered bore, rigid central rib on inner ring: designation structure

Spherical roller bearing with tapered bore and adapter sleeve, without central rib on inner ring: designation structure

Dimensioning

Equivalent dynamic bearing load

P = a substitute force for combined load and various load cases

The basic rating life equation L = (C/P)^p used in the dimensioning of bearings under dynamic load assumes a load of constant magnitude and direction. In radial bearings, this is a purely radial load. If this condition is not met, an equivalent dynamic bearing load P must be determined for the rating life calculation. In the case of radial bearings, this is a radial load of constant magnitude and direction, which has the same effect on the rating life as the load occurring in practice.

F_a/F_r ≦ e or F_a/F_r ＞ e

The calculation of P is dependent on the load ratio F_a/F_r and the calculation factor e ➤ Equation and ➤ Equation.

Equivalent dynamic load

Equivalent dynamic load

Legend

P	N	Equivalent dynamic bearing load
Fr	N	Radial load
Fa	N	Axial load
e, Y1, Y2	-	Factors ➤ link

Equivalent static bearing load

For spherical roller bearings subjected to static load ➤ Equation.

Equivalent static load

Legend

P0	N	Equivalent static bearing load
F0r, F0a	N	Largest radial or axial static bearing load present (maximum load)
Y0	-	Factor ➤ link

Static load safety factor

S₀ = C₀/P₀

In addition to the basic rating life L (L_10h, L_hmr), it is also always necessary to check the static load safety factor S₀ ➤ Equation.

Static load safety factor

Legend

S0	-	Static load safety factor
C0	N	Basic static load rating
P0	N	Equivalent static bearing load

Axial load carrying capacity of bearings with adapter sleeve

Where bearings with adapter sleeves are located on a smooth shaft without a fixed axial stop (e. g. rigid shoulder), their axial load carrying capacity is dependent on the friction between the shaft and the sleeve ➤ section.

If there is any doubt about the axial load carrying capacity of the location method, please consult Schaeffler.

Minimum load

In continuous operation, a minimum load of P = C_0r/100 is required

In order that no slippage occurs between the contact partners, the spherical roller bearings must be constantly subjected to a sufficiently high radial load. Based on experience, a minimum radial load of the order of P = C_0r/100 is thus necessary for continuous operation.

If the minimum radial load is lower than indicated above, please consult Schaeffler.

Design of bearing arrangements

Support bearing rings over their entire circumference and width

In order to allow full utilisation of the load carrying capacity of the bearings and thus also achieve the requisite rating life, the bearing rings must be rigidly and uniformly supported by means of contact surfaces over their entire circumference and over the entire width of the raceway. Support can be provided by means of a cylindrical or tapered seating surface ➤ Figure to ➤ Figure. The accuracy of mating parts must meet specific requirements ➤ Table, ➤ Table, ➤ Table.

Radial location – bearings with cylindrical bore

For secure radial location, tight fits are necessary

In addition to supporting the rings adequately, the bearings must also be securely located in a radial direction, to prevent creep of the bearing rings on the mating parts under load ➤ Figure. This is generally achieved by means of tight fits between the bearing rings and the mating parts. If the rings are not secured adequately or correctly, this can cause severe damage to the bearings and adjacent machine parts. Influencing factors, such as the conditions of rotation, magnitude of the load, internal clearance, temperature conditions, design of the mating parts, mounting and dismounting options etc., must be taken into consideration in the selection of fits.

If shock type loads occur, tight fits (transition fit or interference fit) are required to prevent the rings from coming loose at any point. Clearance, transition or interference fits ➤ Table and ➤ Table.

The following information provided in Technical principles must be taken into consideration in the design of bearing arrangements:

• conditions of rotation ➤ link
• tolerance classes for cylindrical shaft seats (radial bearings) ➤ link
• shaft fits ➤ link
• tolerance classes for bearing seats in housings (radial bearings) ➤ link
• housing fits ➤ link
• shaft tolerances for adapter sleeves and withdrawal sleeves ➤ link

Axial location – bearings with cylindrical bore

The bearings must also be securely located in an axial direction

As a tight fit alone is not normally sufficient to also locate the bearing rings securely on the shaft or in the housing bore in an axial direction, this must usually be achieved by means of an additional axial location or retention method. The axial location of the bearing rings must be matched to the type of bearing arrangement. Shaft and housing shoulders, housing covers, nuts, spacer rings and retaining rings etc., are fundamentally suitable ➤ Figure, ➤ Figure, ➤ Figure and ➤ Figure.

Location of a spherical roller bearing in a rotary kiln – example Spherical roller bearing 24164‑BE-XL Felt ring seals Labyrinths with relubrication facility End cap Oil feed ducts Oil grooves Flake graphite cast iron housing

Axial location – bearings with tapered bore

Location by means of locknut and tab washer

If a bearing with a tapered bore is mounted directly on a tapered shaft journal, the bearing can be axially located with ease using a locknut and tab washer ➤ Figure.

Spherical roller bearing with tapered bore, mounted directly on the tapered shaft journal Tapered journal with fixing thread Locknut Tab washer

Location of bearings by means of adapter sleeve or withdrawal sleeve

Mounting can be carried out quickly and reliably by means of wrench sets from Schaeffler

The location of spherical roller bearings by means of adapter sleeve or withdrawal sleeve on a smooth or stepped cylindrical shaft is an easy-to-fit and operationally reliable method ➤ section and ➤ Figure. It requires no additional means of retention on the shaft. The bearings can be positioned at any point on smooth shafts. Axial load carrying capacity of such bearing arrangements ➤ section. Further information on adapter sleeves ➤ link.

Mounting of the adapter sleeve and withdrawal sleeve

While the bearing is being slid onto the adapter sleeve, the withdrawal sleeve is pressed into the tapered bearing bore until the required reduction in radial internal clearance is achieved. The position is fixed by means of a locknut. The inner ring is abutted against a shoulder on the shaft ➤ Figure. The required adapter sleeves or withdrawal sleeves must be stated additionally in the order ➤ section and ➤ link.

Location of spherical roller bearings by means of adapter sleeve or withdrawal sleeve Bearing with adapter sleeve, adapter sleeve nut (shaft nut) and tab washer Bearing with withdrawal sleeve, locknut and tab washer, abutment of the inner ring against a shaft shoulder

Location by means of adapter sleeve, axial abutment by means of a support ring

If an adapter sleeve connection is used and it is expected that the frictional forces of the sleeve cannot reliably support high axial forces, the bearing inner ring can be abutted by means of a support ring against a shaft shoulder ➤ Figure. Axial guidance forces in the opposing direction are supported by means of form fit. The mounting dimensions of the support ring in the product tables must be observed ➤ link.

Location of a spherical roller bearing by means of adapter sleeve and support ring on a stepped shaft Spherical roller bearing Adapter sleeve Support ring Locknut with tab washer

Location of bearings with a tapered bore on a tapered shaft

Axial location by means of fixing nut, ring nut and locking pin

Where shafts must support high torques, it is not always permissible to cut the thread for the fixing nut of the bearing into the shaft due to the notch effect. In this case, a slot with well rounded transitions is grooved into the shaft. A split ring with an external thread is inserted in the slot and secured by means of a feather key or pin. The fixing nut is screwed onto the ring nut and secured ➤ Figure.

Location of a spherical roller bearing on a tapered shaft Spherical roller bearing Fixing nut with retaining bracket Retaining pin Ring nut

Dimensional, geometrical and running accuracy of cylindrical bearing seats

A minimum of IT6 should be provided for the shaft seat and a minimum of IT7 for the housing seat

The accuracy of the cylindrical bearing seat on the shaft and in the housing should correspond to the accuracy of the bearing used. For spherical roller bearings with the tolerance class Normal, the shaft seat should correspond to a minimum of standard tolerance grade IT6 and the housing seat to a minimum of IT7. Guide values for the geometrical and positional tolerances of bearing seating surfaces ➤ Table, tolerances t₁ to t₃ in accordance with ➤ Figure. Numerical values for IT grades ➤ Table.

Guide values for the geometrical and positional tolerances of bearing seating surfaces

Bearing tolerance class		Bearing seating surface	Standard tolerance grades to ISO 286-1 (IT grades)
to ISO 492	to DIN 620		Diameter tolerance	Roundness tolerance	Parallelism tolerance	Total axial runout tolerance of abutment shoulder
				t1	t2	t3
Normal	PN (P0)	Shaft	IT6 (IT5)	Circumferential load IT4/2	Circumferential load IT4/2	IT4
		Shaft	IT6 (IT5)	Point load IT5/2	Point load IT5/2	IT4
		Housing	IT7 (IT6)	Circumferential load IT5/2	Circumferential load IT5/2	IT5
		Housing	IT7 (IT6)	Point load IT6/2	Point load IT6/2	IT5
5	P5	Shaft	IT5	Circumferential load IT2/2	Circumferential load IT2/2	IT2
		Shaft	IT5	Point load IT3/2	Point load IT3/2	IT2
		Housing	IT6	Circumferential load IT3/2	Circumferential load IT3/2	IT3
		Housing	IT6	Point load IT4/2	Point load IT4/2	IT3

Numerical values for ISO standard tolerances (IT grades) to ISO 286-1:2010

IT grade	Nominal dimension in mm
	over	18	30	50	80	120	180	250	315
	incl.	30	50	80	120	180	250	315	400
	Values in μm
IT2		2,5	2,5	3	4	5	7	8	9
IT3		4	4	5	6	8	10	12	13
IT4		6	7	8	10	12	14	16	18
IT5		9	11	13	15	18	20	23	25
IT6		13	16	19	22	25	29	32	36
IT7		21	25	30	35	40	46	52	57
continued ▼

Numerical values for ISO standard tolerances (IT grades) to ISO 286-1:2010

IT grade	Nominal dimension in mm
	over	400	500	630	800	1  000	1  250	1  600
	incl.	500	630	800	1  000	1  250	1  600	2  000
	Values in μm
IT2		10	11	13	15	18	21	25
IT3		15	16	18	21	24	29	35
IT4		20	22	25	28	33	39	46
IT5		27	32	36	40	47	55	65
IT6		40	44	50	56	66	78	92
IT7		63	70	80	90	105	125	150
continued ▲

Roughness of cylindrical bearing seating surfaces

Ra must not be too high

The roughness of the bearing seats must be matched to the tolerance class of the bearings. The mean roughness value Ra must not be too high, in order to maintain the interference loss within limits. The shafts must be ground, while the bores must be precision turned. Guide values as a function of the IT grade of bearing seating surfaces ➤ Table.

Roughness values for cylindrical bearing seating surfaces – guide values

Nominal diameter of the bearing seat d (D)		Recommended mean roughness value for ground bearing seats Ramax
mm		μm
		Diameter tolerance (IT grade)
over	incl.	IT7	IT6	IT5	IT4
‒	80	1,6	0,8	0,4	0,2
80	500	1,6	1,6	0,8	0,4
500	1  250	3,21)	1,6	1,6	0,8

1. For the mounting of bearings using the hydraulic method, a value Ra = 1,6 μm must not be exceeded

Tolerances for tapered bearing seats

Specifications for tapered bearing seats

For bearings located directly on a tapered shaft journal, the data are in accordance with ➤ Figure.

Mounting dimensions for the contact surfaces of bearing rings

The contact surfaces for the rings must be of sufficient height

The mounting dimensions of the shaft and housing shoulders, and spacer rings etc., must ensure that the contact surfaces for the bearing rings are of sufficient height. However, they must also reliably prevent rotating parts of the bearing from grazing stationary parts. Proven mounting dimensions for the radii and diameters of the abutment shoulders are indicated in the product tables. These dimensions are limiting dimensions (maximum or minimum dimensions); the actual values should not be higher or lower than specified.

Suitable bearing housings for spherical roller bearings

A large range of housings is available

For economical, operationally reliable and easily interchangeable bearing arrangement units, the spherical roller bearings can also be combined with Schaeffler bearing housings ➤ Figure. These easy-to-fit units fulfil all of the requirements for modern machine and plant designs with favourable maintenance-related characteristics.

Due to the large number of application areas, an extensive range of bearing housings is available for bearings with cylindrical and tapered bores. These include split and unsplit plummer block housings, take-up housings, flanged housings and housings for specific industrial and railway applications. Detailed information on bearing housings can be found in publication GK 1 http://www.schaeffler.de/std/1B63. This book can be ordered from Schaeffler.

Split plummer block housing SNS with a spherical roller bearing Split plummer block housing SNS Spherical roller bearing

Mounting and dismounting

The mounting and dismounting options for spherical roller bearings, by thermal, hydraulic or mechanical methods, must also be taken into consideration in the design of the bearing position. Example ➤ Figure.

Mounting of large bearings with a hydraulic nut Spherical roller bearing with tapered bore mounted directly on the tapered shaft journal Hydraulic nut

Ensure that the bearings are not damaged during mounting

Spherical roller bearings are not separable. In the mounting of non‑separable bearings, the mounting forces must always be applied to the bearing ring with a tight fit.

Mounting of bearings with a tapered bore

Suitable methods

Bearings with a tapered bore are mounted with a tight fit on the shaft or adapter and withdrawal sleeve ➤ Figure, ➤ Figure and ➤ Figure. The measurement of the reduction in radial internal clearance or of the axial drive-up distance of the inner ring on the tapered bearing seat serves as an indication of the tight fit.

Measuring the reduction in radial internal clearance during mounting of the bearings

The measurement is usually carried out with a feeler gauge

The reduction in radial internal clearance is the difference between the radial internal clearance before mounting and the bearing clearance after mounting of the bearing ➤ Figure, ➤ Table and ➤ Table. The radial internal clearance must be measured first. During pressing on, the radial clearance (bearing clearance) must be checked until the necessary reduction in the radial internal clearance and the required tight fit is achieved.

If the values in the table are observed, secure radial location of the bearings will be achieved, i. e. the inner ring will be prevented from creeping under load. However, the mounting method does not ensure that an operating clearance which is appropriate to the application is also achieved simultaneously. In order to select the requisite internal clearance class, other factors influencing the operating clearance, such as the tempe-rature difference between the inner and outer ring and the housing bore tolerance for example, must be taken into consideration.

If there is any uncertainty regarding the selection of an internal clearance class for a specific application, please consult Schaeffler.

Reduction in radial internal clearance sa = axial press-on distance (axial drive-up distance of the bearing) sr = radial internal clearance before mounting sr1 = radial internal clearance after mounting sr – sr1 = reduction in radial internal clearance Before mounting After mounting

Reduction in radial internal clearance in mounting of spherical roller bearings with tapered bore

Nominal bore diameter		Radial internal clearance before mounting in accordance with DIN 620-4:2004 (ISO 5753-1:2009)						Reduction in radial internal clearance during mounting1)
d		CN (Group N)		C3 (Group 3)		C4 (Group 4)
mm		mm		mm		mm		mm
over	incl.	min.	max.	min.	max.	min.	max.	min.	max.
24	30	0,03	0,04	0,04	0,055	0,055	0,075	0,015	0,02
30	40	0,035	0,05	0,05	0,065	0,065	0,085	0,02	0,025
40	50	0,045	0,06	0,06	0,08	0,08	0,1	0,025	0,03
50	65	0,055	0,075	0,075	0,095	0,095	0,12	0,03	0,04
65	80	0,07	0,095	0,095	0,12	0,12	0,15	0,04	0,05
80	100	0,08	0,11	0,11	0,14	0,14	0,18	0,045	0,06
100	120	0,1	0,135	0,135	0,17	0,17	0,22	0,05	0,07
120	140	0,12	0,16	0,16	0,2	0,2	0,26	0,065	0,09
140	160	0,13	0,18	0,18	0,23	0,23	0,3	0,075	0,1
160	180	0,14	0,2	0,2	0,26	0,26	0,34	0,08	0,11
180	200	0,16	0,22	0,22	0,29	0,29	0,37	0,09	0,13
200	225	0,18	0,25	0,25	0,32	0,32	0,41	0,1	0,14
225	250	0,2	0,27	0,27	0,35	0,35	0,45	0,11	0,15
250	280	0,22	0,3	0,3	0,39	0,39	0,49	0,12	0,17
280	315	0,24	0,33	0,33	0,43	0,43	0,54	0,13	0,19
315	355	0,27	0,36	0,36	0,47	0,47	0,59	0,15	0,21
355	400	0,3	0,4	0,4	0,52	0,52	0,65	0,17	0,23
400	450	0,33	0,44	0,44	0,57	0,57	0,72	0,2	0,26
450	500	0,37	0,49	0,49	0,63	0,63	0,79	0,21	0,28
500	560	0,41	0,54	0,54	0,68	0,68	0,87	0,24	0,32
560	630	0,46	0,6	0,6	0,76	0,76	0,98	0,26	0,35
630	710	0,51	0,67	0,67	0,85	0,85	1,09	0,3	0,4
710	800	0,57	0,75	0,75	0,96	0,96	1,22	0,34	0,45
800	900	0,64	0,84	0,84	1,07	1,07	1,37	0,37	0,5
900	1  000	0,71	0,93	0,93	1,19	1,19	1,52	0,41	0,55
1  000	1  120	0,78	1,02	1,02	1,3	1,3	1,65	0,45	0,6
1  120	1  250	0,86	1,12	1,12	1,42	1,42	1,8	0,49	0,65
1  250	1  400	0,94	1,22	1,22	1,55	1,55	1,96	0,55	0,72

1. Valid only for solid steel shafts and hollow shafts with a bore no larger than half the shaft diameter. The following applies: bearings with a radial internal clearance before mounting in the upper half of the tolerance range are mounted using the larger value for the reduction in radial internal clearance, while bearings in the lower half of the tolerance range are mounted using the smaller value for the reduction in radial internal clearance.

Measuring the axial drive-up distance of the inner ring

Axial drive-up distance of the inner ring in spherical roller bearings with a tapered bore

1. Valid only for solid steel shafts and hollow shafts with a bore no larger than half the shaft diameter. The following applies: bearings with a radial internal clearance before mounting in the upper half of the tolerance range are mounted using the larger value for the axial drive-up distance, while bearings in the lower half of the tolerance range are mounted using the smaller value for the axial drive-up distance.

Schaeffler Mounting Handbook

Rolling bearings must be handled with great care

Rolling bearings are well-proven precision machine elements for the design of economical and reliable bearing arrangements, which offer high operational security. In order that these products can function correctly and achieve the envisaged operating life without detrimental effect, they must be handled with care.

The Schaeffler Mounting Handbook MH 1 gives comprehensive information about the correct storage, mounting, dismounting and maintenance of rotary rolling bearings http://www.schaeffler.de/std/1B68. It also provides information which should be observed by the designer, in relation to the mounting, dismounting and maintenance of bearings, in the original design of the bearing position. This book is available from Schaeffler on request.

Legal notice regarding data freshness

The further development of products may also result in technical changes to catalogue products

Of central interest to Schaeffler is the further development and optimisation of its products and the satisfaction of its customers. In order that you, as the customer, can keep yourself optimally informed about the progress that is being made here and with regard to the current technical status of the products, we publish any product changes which differ from the printed version in our electronic product catalogue.

We therefore reserve the right to make changes to the data and illus­trations in this catalogue. This catalogue reflects the status at the time of printing. More recent publications released by us (as printed or digital media) will automatically precede this catalogue if they involve the same subject. Therefore, please always use our electronic product catalogue to check whether more up-to-date information or modification notices exist for your desired product.

Further information

In addition to the data in this chapter, the following chapters in Technical principles must also be observed in the design of bearing arrangements:

• Determining the bearing size ➤ link
• Rigidity ➤ link
• Friction and increases in temperature ➤ link
• Speeds ➤ link
• Bearing data ➤ link
• Lubrication ➤ link
• Sealing ➤ link
• Design of bearing arrangements ➤ link
• Mounting and dismounting ➤ link