Schaeffler Product catalogue - medias
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Fasteners and retainers
 

Adapter sleeves and withdrawal sleeves are suitable for locating bearings with a tapered bore on cylindrical shafts ➤ Figure 1, whereby:

 
 
  • adapter sleeves require no additional means of retention on the shaft ➤ link
  • withdrawal sleeves give easier subsequent dismounting of the bearing ➤ link
  • designs with oil
    Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
    slots permit the use of the hydraulic method ➤ link and ➤ link .
 
 

Locknuts and shaft nuts are suitable for locating bearings on cylindrical and tapered shafts, or on adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves, and for mounting and dismounting of bearings on withdrawal sleeves, whereby:

 
 
  • locknuts can be tightened particularly easily with striking-face or hook wrenches ➤ link
  • shaft nuts do not require any slots on the outside of the shaft, which increases the strength
    See Viscosity
    of the shaft and makes it easier to produce ➤ link .
 
 

Tab washers and retaining brackets are suitable for securing locknuts, whereby:

 
 
  • tab washers for smaller locknuts (series KM and KML) ➤ link and
  • retaining brackets for larger locknuts (series HM30 and HM31) are used ➤ link .
 
   

Figure 1
Location of a spherical roller bearing
See Rolling element
with tapered bore

Medias/00016410_mei_in_0k_0k.gif  Cylindrical shaft, adapter
An accessory mounted on another element, for example a lubrication adapter
sleeve with locknut and tab washer
Medias/00016411_mei_in_0k_0k.gif  Cylindrical shaft, withdrawal sleeve with locknut and tab washer

 

imageref_22630901387_All.gif

 
 

Product design

 
 

Adapter sleeves

Suitability and function

 

Adapter sleeves are suitable where bearings with a tapered bore are to be located on cylindrical shafts. In this case, the bearing is pressed onto the adapter
An accessory mounted on another element, for example a lubrication adapter
sleeve until the required reduction in radial internal clearance is achieved. Adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves require no additional means of retention on the shaft. The bearings can be positioned at any point on shafts with a constant diameter.

 
 

If adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves are used with a support ring to DIN 5418 on stepped shafts, the bearings can be axially located to high accuracy. In addition, this gives simpler dismounting of the bearings.

 

Design features

 

The tensile strength
See Viscosity
of the adapter
An accessory mounted on another element, for example a lubrication adapter
sleeve material is at least 430 N/mm2. Adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves are slotted and have a shaft thread for the locknut. Depending on the series, the outside surface of the adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves has a taper of 1:12 or 1:30 ➤ Table 1.

 
   
Table 1
Adapter sleeves
 

Series
Taper on the outside surface
H2, H3, H23, H28, H30, H31, H32, H33, H38, H39
1:12
H240, H241, H242, H248, H249
1:30

 

Adapter sleeves for the hydraulic method

 

The mounting and dismounting of large bearings requires high mounting forces and is made easier by using the hydraulic method. Adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves for the hydraulic method have oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
slots and an oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
connector ➤ Figure 2. Depending on the arrangement of oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
slots and oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
connector, the adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves have the suffix HG, HGJ, HK or HKJ ➤ section . The product tables give the mounting dimensions
Dimensions such as shaft diameter or hole distances, for example of bearings and guideways, which influence fitting for correct functioning
for the oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
connector.

 
 

Adapter sleeves with a sleeve bore diameter greater than or equal to 300 mm are only available in the design for the hydraulic method. For adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves with sleeve bore measurements between 140 mm and 280 mm, a design with or without oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
slots can be selected in the product tables. Smaller adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves for the hydraulic method are available by agreement.

 
   

Figure 2
Spherical roller bearings on adapter
An accessory mounted on another element, for example a lubrication adapter
sleeve for hydraulic method

Medias/00016410_mei_in_0k_0k.gif   Oil connector on threaded side
Medias/00016411_mei_in_0k_0k.gif  Oil connector on taper side

 

imageref_22607905163_All.gif

 

Available designs

 

Adapter sleeves are supplied complete with locknuts and tab washers. For larger sizes, retaining brackets are used instead of tab washers ➤ Figure 3. Sizes not listed in the product tables are available by agreement.

 
 

The product tables contain adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves for metric shafts. Adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves for inch size shafts are available by agreement.

 
 

Adapter sleeves for sealed spherical roller bearings and for toroidal roller bearings are also available by agreement.

 
   

Figure 3
Adapter sleeves

Medias/00016410_mei_in_0k_0k.gif  With locknut and tab washer
Medias/00016411_mei_in_0k_0k.gif  With locknut and retaining bracket

 

imageref_22589615883_All.gif

 
 

Withdrawal sleeves

Suitability and function

 

Withdrawal sleeves are suitable where bearings with a tapered bore are located on cylindrical shafts. The tapered sleeve is pressed into the bearing bore until the required reduction in radial internal clearance is achieved. The bearing must be axially supported during this process, for example by means of a shaft shoulder.

 
 

Withdrawal sleeves give easier dismounting of the bearings, as the press fit of the bearing can be loosened with the aid of a locknut applied to the withdrawal sleeve.

 

Design features

 

The tensile strength
See Viscosity
of the withdrawal sleeve material is at least 430 N/mm2. Withdrawal sleeves are slotted and have a shaft thread for the locknut. Depending on the series, the outside surface of the withdrawal sleeves has a taper of 1:12 or of 1:30 ➤ Table 2.

 
   
Table 2
Withdrawal sleeves
 

Series
Taper on the outside surface
AH2, AH(X)3, AH22, AH(X)23, AH28, AH(X)30, AH(X)31, AH(X)32, AH33, AH38, AH39
1:12
AH240, AH241, AH242, AH248, AH249
1:30

 

Withdrawal sleeves for the hydraulic method

 

The mounting and dismounting of large bearings requires high mounting forces and is made easier by using the hydraulic method. Withdrawal sleeves for the hydraulic method have oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
slots in the tapered outside surface and in the sleeve bore ➤ Figure 4. Oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
connectors are offset to each other by 90°. The hydraulic withdrawal sleeves have the suffix H ➤ section . The product tables give the mounting dimensions
Dimensions such as shaft diameter or hole distances, for example of bearings and guideways, which influence fitting for correct functioning
for the oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
connector.

 
 

Withdrawal sleeves with a sleeve bore diameter greater than or equal to 300 mm are only available in the design for the hydraulic method. For withdrawal sleeves with sleeve bore measurements between 150 mm and 280 mm, a design with or without oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
slots can be selected in the product tables. Smaller withdrawal sleeves for the hydraulic method are available by agreement.

 
   

Figure 4
Spherical roller bearing
See Rolling bearing
on withdrawal sleeve for hydraulic method


 

imageref_22607907723_All.gif

 

Available designs

 

Locknuts and retainers are not included in the scope of delivery for withdrawal sleeves ➤ Figure 5. Sizes not listed in the product tables are available by agreement.

 
 

The product tables contain withdrawal sleeves for metric shafts. Withdrawal sleeves for inch size shafts are available by agreement.

 
   

Figure 5
Withdrawal sleeve


 

imageref_22589381515_All.gif

 
 

Locknuts

Suitability and function

 

Locknuts can be used to locate bearings on shafts or adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves. They also give easier mounting of bearings with a tapered shaft seat and the mounting and dismounting of bearings on withdrawal sleeves.

 

Design features

 

The locknuts are made from steel and the tensile strength
See Viscosity
of the material is at least 350 N/mm2.

 
 

They have four or eight evenly spaced slots on the circumference, into which hook wrenches or striking-face wrenches can be fitted ➤ Figure 6.

 

Available designs

 

Locknuts with threaded holes for mounting screws are available by agreement. These locknuts have the suffix H.

 
 

Precision locknuts are described in a separate publication TPI 123.

 
 

   

Figure 6
Locknuts

Medias/00016410_mei_in_0k_0k.gif  KM, KML, HM..T
Medias/00016411_mei_in_0k_0k.gif  HM30, HM31

 

imageref_22589384075_All.gif

 
 

Shaft nuts

Suitability and function

 

Shaft nuts HMZ allow precise, secure axial location of bearings on cylindrical and tapered shafts or on adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves.

 

Design features

 

The shaft nuts are made from steel and the tensile strength
See Viscosity
is at least 350 N/mm2.

 
 

Shaft nuts HMZ are interchangeable with conventional locknuts HM and KM. They are secured, however, not by means of form fit using tab washers or retaining brackets, but by force locking. Four or eight axial clamping screws allow uniform clamping of the thread flanks on the circumference ➤ Figure 7. There is no need for slots on the outside diameter of the nut.

 
 

For screw mounting on the shaft thread, four or eight threaded blind holes are applied to the circumference of the nut, into which the threaded rod also supplied is screwed.

 

Advantages for the shaft

 

A shaft with a screw mounted shaft nut does not require a retaining slot. As a result, the shaft has higher strength
See Viscosity
and is more economical to manufacture than a shaft with a retaining slot for a tab washer or retaining bracket.

 
imageref_17757210635_All.gif   Detailed description of shaft nuts HMZTPI WL 91-8.  
 

   

Figure 7
Shaft nut

The clamping screws serve to generate a force locking connection between the nut and shaft thread

 

imageref_22589386635_All.gif

 
 

Retainers

 

Tab washers

For smaller locknuts

 

Tab washers MB and MBL are simple, reliable elements for securing smaller locknuts (series KM and KML) ➤ Figure 8.

 
 

They have an inner tab and several outer tabs evenly spaced around the circumference. The inner tab grips in the slot on the adapter
An accessory mounted on another element, for example a lubrication adapter
sleeve or shaft, one of the outer tabs is bent into a slot in the nut for location.

 
 

The washers are made from steel and the tensile strength
See Viscosity
of the material is at least 300 N/mm2.

 
 

Retaining brackets

For locknuts HM30 and HM31

 

Retaining brackets MS are used to secure locknuts HM30 and HM31.

 
 

The retaining brackets are fixed to the locknut using a hexagonal screw. They engage in a slot in the nut and in the adapter
An accessory mounted on another element, for example a lubrication adapter
sleeve or shaft ➤ Figure 8.

 
 

The fixing screws are secured with a retainer.

 
 

   

Figure 8
Retainers

Medias/00016410_mei_in_0k_0k.gif  Tab washer
Medias/00016411_mei_in_0k_0k.gif  Retaining bracket with screw

 

imageref_22589389195_All.gif

 
 

Load carrying capacity

 
 

Static axial load
Force acting in the direction of the shaft.
carrying capacity of locknuts and shaft nuts

imageref_17757187211_All.gif   The static axial load
Force acting in the direction of the shaft.
carrying capacity of locknuts and shaft nuts must not be exceeded, as this may damage
Loss of essential or required characteristics in equipment, machinery or plant or their component parts.
the thread. In this case, operational reliability can no longer be ensured.
 
  The values for static axial load
Force acting in the direction of the shaft.
carrying capacity have been calculated in accordance with guideline VDI 2230. The calculation assumes that the quality
See DIN 55 350 part 11 and ISO 8402 for terminology and definitions.
requirements relating to the shaft thread are met ➤ section .
 
  The values for the static axial load
Force acting in the direction of the shaft.
carrying capacity of locknuts are contained in the product tables ➤ dimension table.
 
imageref_18348417035_All.gif   For information on the static axial load
Force acting in the direction of the shaft.
carrying capacity of shaft nuts HMZ, please consult Schaeffler.
 
 

Dimensions, tolerances

 
 

Adapter and withdrawal sleeves

imageref_17757201419_All.gif   Dimensions and material correspond to DIN 5415 for adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves, DIN 5416 for withdrawal sleeves and to ISO 2982-1.
 
  The bore tolerance of adapter
An accessory mounted on another element, for example a lubrication adapter
and withdrawal sleeves before splitting for a taper 1:12 is in tolerance class JS9, for a taper 1:30 in tolerance class JS7 to DIN EN ISO 286-1.
 
  Up to a thread diameter of 200 mm, adapter
An accessory mounted on another element, for example a lubrication adapter
and withdrawal sleeves have a metric fine pitch thread to DIN 13, tolerance class 6g to DIN ISO 965-3. Larger threads are produced as trapezoidal threads to DIN 103, tolerance zone 7e to DIN 103-3.
 
  Withdrawal sleeves are available in designs with modified thread G. These have the suffix G.  
 

Locknuts and shaft nuts

imageref_17757201419_All.gif   Dimensions and material correspond to DIN 981 and ISO 2982-2.  
  Up to a thread diameter of 200 mm, locknuts and shaft nuts have a metric fine pitch thread to DIN 13, tolerance class 6H to DIN ISO 965-3. Larger threads are produced as trapezoidal threads to DIN 103, tolerance zone 7H to DIN 103-3.  
 

Suffixes

 
 

For a description of the suffixes used in this chapter ➤ Table 3 to ➤ Table 5 and medias interchange http://www.schaeffler.de/std/1B69.

 
   
Table 3
Suffixes and corresponding descriptions, adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves
 

Suffix
Description of suffix
HG
Hydraulic adapter
An accessory mounted on another element, for example a lubrication adapter
sleeve with oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
slots on the taper face
Standard
HGJ
Hydraulic adapter
An accessory mounted on another element, for example a lubrication adapter
sleeve with oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
slots on the taper face
and in the bore
HK
Design as for HG, but with oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
connectors on the opposing axial face
HKJ
Design as for HGJ, but with oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
connectors on the opposing axial face

 
   
Table 4
Suffixes and corresponding descriptions, withdrawal sleeves
 

Suffix
Description of suffix
H
Hydraulic withdrawal sleeve with oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
slots on the taper face and in the bore
Standard
G
Hydraulic withdrawal sleeve with modified thread G

 
   
Table 5
Suffixes and corresponding descriptions, locknuts
 

Suffix
Description of suffix
H
Locknuts with threaded holes for mounting screws
Standard
HP
Locknuts with threaded holes for mounting screws and through hole for oil
Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
connector to withdrawal sleeves ➤ Figure 4

 
 

Design of bearing arrangements

 
 

Shafts for adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves and withdrawal sleeves

Diameter tolerances

 

Adapter and withdrawal sleeves adapt themselves to the shaft. Larger diameter tolerances
See
Running accuracy
Dimensional accuracy
are therefore permissible for shafts where the bearing is located using adapter
An accessory mounted on another element, for example a lubrication adapter
sleeves or withdrawal sleeves, than in the case of a direct cylindrical seat for a bearing on the shaft.

 
imageref_17757201419_All.gif   For general applications, shafts toleranced in accordance with tolerance class h9 Ⓔ to DIN EN ISO 286-1 are sufficient.  

Geometrical tolerances

 

The geometrical tolerances
See
Running accuracy
Dimensional accuracy
of the shafts must be tighter than the diameter tolerances
See
Running accuracy
Dimensional accuracy
since the geometrical accuracy
Deviation of the actual dimension from the nominal dimension as described by tolerances. For monorail systems, the parallel deviation of the reference surfaces within given tolerances.

See
Running accuracy
Dimensional accuracy
affects the running accuracy
Measured in terms of radial runout and axial runout, due to the dimensional and geometrical tolerances of the bearing in motion, defined according to DIN
of the bearing arrangement.

 
imageref_17757201419_All.gif   The cylindricity of the shaft for shaft diameters in tolerance classes h7 or h8 should lie within tolerance zone IT5/2 to DIN EN ISO 286-1 and, for shaft diameters in tolerance class h9, within IT6/2.  
 

Shaft thread for locknuts and shaft nuts

Thread tolerances

 

Tolerance specifications must be observed for the thread on shafts that locknuts or shaft nuts are screw mounted onto.

 
imageref_17757201419_All.gif   Metric shaft threads to DIN 13 must be manufactured in accordance with tolerance class 6g to ISO 965-3. Trapezoidal threads to DIN 103 must be manufactured in accordance with tolerance class 7e to DIN 103-3.  
 

Mounting and dismounting

 
 

Adapter and withdrawal sleeves

imageref_17757187211_All.gif   The mounting and dismounting options for adapter
An accessory mounted on another element, for example a lubrication adapter
and withdrawal sleeves, by hydraulic or mechanical methods, must be taken into consideration in the design of the bearing position.
 
 

The larger the bearing, the higher the forces that will be required for mounting. The bearing is either pressed onto the adapter
An accessory mounted on another element, for example a lubrication adapter
or withdrawal sleeve, or the sleeve is pressed between the bearing bore and the shaft. Various mounting methods are suitable depending on the size of the bearing:

 
 
  • direct application of axial mounting forces by tightening of the locknut or shaft nut ➤ Figure 1
  • nuts with pressure screws    ➤ Figure
  • hydraulic nuts    ➤ Figure
  • hydraulic method, made possible through the use of hydraulic adapter
    An accessory mounted on another element, for example a lubrication adapter
    or withdrawal sleeves with oil
    Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
    slots and oil
    Fluid lubricant with a mineral oil and/or synthetic oil base, usually with active ingredients or additives.
    connectors ➤ Figure 2 and ➤ Figure 4.
 
imageref_17757210635_All.gif   Further information on the mounting and dismounting of adapter
An accessory mounted on another element, for example a lubrication adapter
and withdrawal sleeves is given in the introductory chapter on the mounting and dismounting of bearings    ➤ section, the chapter on spherical roller bearings ➤ section and ➤ section , and in the Schaeffler Mounting Handbook MH 1.
 
 

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
See Life, rating
without detrimental effect, they must be handled with care.

 
imageref_21602891659_All.gif   The Schaeffler Mounting Handbook MH 1 gives comprehensive information about the correct storage, mounting, dismounting and maintenance
Inspection, maintenance and repair of equipment and machines.
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
Inspection, maintenance and repair of equipment and machines.
of bearings, in the original design of the bearing position. This book is available from Schaeffler on request.
 
 

Legal notice regarding datafreshness

 

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.

 
imageref_18350433803_All.gif   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.  
   
  
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