Due to the design of spherical roller bearings, the rings and roller complement may be displaced axially from the normal position during handling. Therefore, SKF recommends mounting spherical roller bearings when the shaft or housing is in the horizontal position. Also, whenever possible, rotate the inner or outer ring to align the rollers during mounting.
If spherical roller bearings are mounted when the shaft or housing is in the vertical position, the roller complement, together with the inner or outer ring will move downward until there is no more clearance. Then, when the bearing rings expand or contract as a result of an interference fit, a preload is likely to result. To prevent this preload condition from occurring, rotate the inner or outer ring during mounting. If this is not feasible, use a bearing handling tool or other device to keep the bearing components arranged centrally.

Mounting bearings with a tapered bore
Bearings with a tapered bore are always mounted with an interference fit. To obtain the proper degree of interference, one of the following methods can be used:
  1. measuring the clearance reduction
  2. measuring the lock nut tightening angle
  3. measuring the axial drive-up
  4. applying the SKF Drive-up Method
  5. measuring the inner ring expansion (SensorMount)
For additional information about these mounting methods, refer to Mounting, dismounting and bearing care, or the SKF bearing maintenance handbook.
For bearings with d > 100 mm, SKF recommends using the SKF Drive-up Method. This is a fast, reliable and safe method to achieve the appropriate interference fit. For additional information refer to the SKF Drive-up Method Program.
Recommended values to apply methods 1 to 3 are listed in table 3.
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