Tapered Roller Bearings: What You Need to Know

29 Apr.,2024

 

Tapered Roller Bearings: What You Need to Know

Many types of bearings are on the market today, each specific to your needs and wants.

If you are looking for more details, kindly visit tapered roller bearing advantages.

Bearings are designed to support the motion of many different moving parts of a machine. 

Tapered roller bearings are rolling element bearings that can support and manage axial and radial forces—one of the industry's most versatile bearings being a tapered cup and tapered cone.

We at Bearing Manufacturing Company are committed to being a world-class provider for all your manufactured ball and roller bearing products. 

We thought it would be advantageous to create a series of posts that included the main roller bearings types you may need for your projects. This is the third post of the five-part series. 

In case you missed it, here are the first and second articles—What are Cylindrical Roller Bearings and How are They Used? and Spherical Roller Bearings Reduce Friction and Allow Smoother Rotation.

What Are Tapered Roller Bearings?

Tapered roller bearings are rolling element bearings that can support axial forces (i.e., suitable thrust bearings) and radial forces.

The inner and outer ring raceways are segments of cones, and the rollers are tapered so that the conical surfaces of the raceways, and the roller axes if projected, would all meet at a common point on the central axis of the bearing. This geometry makes the motion of the cones remain coaxial, with no sliding motion between the raceways and the outside diameter of the rollers.  source

Advantages

  • Minimize friction causing reduced heat being generated
  • It can easily support directional loading
  • The ability to support heavy thrust and radial loads beats spherical, cylindrical, or needle roller bearings.
  • Most can support pure radial, pure axial, or any combination without modification.
  • Have a high load capacity
  • Proper rolling motion, meaning less skidding or sliding when unloading
  • Minimal load requirements source

Disadvantages

Like most things, choosing a tapered roller bearing also has disadvantages. 

When misalignment occurs, the results can cause irreversible damage. If you know the cause for misalignment is high, choosing a different option, such as spherical roller bearings, would be a good idea. 

A second considerable disadvantage with tapered roller bearings is speed. They are suited for higher-speed operations, which may cause concern depending on the operation. source

What applications are tapered roller bearings used for?

  • Vehicle wheel bearings while working continually with radial and axial forces 

  • Suitable for moderate-speed, heavy-duty applications requiring durability
  • Automotive wheel bearings 
  • Agriculture machinery shafts 
  • Aircraft fuel pumps 
  • Engines and reducers 
  • Railroad axles
  • Mining
  • Construction
  • and more…

Earlier bearing designs tended to fail because of friction and heat generated, a problem that tapered roller bearings are designed to solve. Through their tapered shape, the bearings can transfer loads evenly.

The construction is designed to handle combination loads, such as axial and radial loads in tandem.

As the projected lines of the raceway meet at a common point, the bearing axis improves rolling while reducing friction. 

It can increase or decrease load capacity depending on the contact angle. The greater the slope, the greater the contact angle. 

They are used in pairs for better radial load handling, while in some heavy-duty applications, two or four rows are combined into a single unit. source

The combined tapered roller bearings simultaneously support both the radial and the axial load (in both directions) and, by maintaining the correct interlocking of gears, transmit a large amount of driving force to the wheels on both sides.

Components of tapered roller bearings:

  • Cup and Cone- The cup includes the outer ring in which the bearings ride. The non-separable cone assembly consists of the inner ring, rollers, and cage. In the raceways where the rollers operate, there is an angle corresponding to the rollers' taper. The inner raceway is called a cone, while the outer raceway is called a cup. The cage, also known as a retainer, separates the rollers, ensuring even load distribution and smooth rotation. The angled surfaces of the rollers, cones, and cups actively align them; the cage mainly serves to evenly space the rollers and hold them together. 

  • Rollers (Axial And Radial Loads)-Tapered cylindrical rollers are used in these bearings. The contact angle and number of rows determine the load type and capacity of the bearing. The number of rollers on a bearing can increase its load-bearing capacity.

  • Cages- Different than the cages in other bearing types, the most common type of cage is the pin cage. As part of the inner core assembly, the cage helps distribute the roller units. 

  • Lubrication-

    helps reduce friction, noise, heat, etc., between rollers and raceways. Several lubricants are used, including

    synthetic oil, petroleum-based oil, silicone-based oil, greases, dry films, etc.


  • Seals-

    effectively prevent the bearing from impeding by environmental contaminants and moisture. Impurities may affect the proper functioning of the bearing. 

Standards

Tapered roller bearings must comply with the standards outlined for the roller bearing.

A compilation of specific industrial standards has been developed:

  • ISO10317

    -- Tapered roller bearings designation system

  • ISO 355

    -- Tapered roller bearings dimensions and boundaries

  • ABMA STD 19.1

    -- American Bearing Manufacturers Association specifications for tapered bearings

    source

Why choose this bearing over another?

The design characteristics of tapered roller bearings set them apart from other types of roller bearings. There are two different sizes of diameters on the ends of the rollers, thus the name "tapered rollers."

Rolling raceways have an angled surface that corresponds with the taper of the rollers, making these rings look like cone segments; the inner raceway is called a cone, while the outer raceway is called a cup.

A cage commonly referred to as a retainer separates the rollers and keeps them a fixed distance apart, ensuring a smooth rotation and even distribution of load.

The angled surfaces of the rollers, cones, and cups actively align them, so the cage primarily serves to evenly space the rollers and contain them within the assembled assembly.

A flange prevents the roller and cage assembly from leaving the raceway at high speeds. 

According to theory, if the tapered rollers, cones, and cups were geometric cones, their apexes would meet at the same point on the central axis of the bearing. source

Need a bearing that works with radial and axial forces?

Need to reduce friction and reduce heat generated?

Need a bearing that can handle heavy-duty operations?

Maintenance 

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Closing thoughts

Tapered Roller Bearings are designed to reduce friction and, in turn, reduce the heat that can cause bearing structures to fail. 

This bearing is used in many industrial applications and is optimal for those undergoing excess loads.

At BMC, we have the services to help you get the bearings you need, including modification, manufacturing, and repair. 

Talk to one of our bearing experts to allow us to help you get started. 

p.s. Stay tuned for our Needle Roller Bearings post next. Needle bearings can be made with or without a cage; if they have a cage, they can tolerate very high speed, but if not, they can support significant radial or axial load.

 

Tapered Roller Bearing vs Spherical Roller Bearing

Roller bearings are indispensable in modern industrial machinery, playing a pivotal role in various applications. This article aims to elucidate the differences between two critical types of roller bearings: tapered and spherical. Understanding these differences is crucial for making informed decisions in industrial applications.

Tapered Roller Bearings

Tapered roller bearings are a specific type of bearing designed with tapered rollers arranged between inner and outer ring raceways. They converge at a common point on the bearing axis, ensuring optimal rolling conditions and efficient distribution of loads across the roller.

Advantages and Benefits

  • High Load-Carrying Capacity: One of the standout features of tapered roller bearings is their ability to support heavy loads. This is due to the larger contact area provided by the tapered design.
  • Precision and Accuracy in Operations: These bearings are known for their precision and accuracy, making them suitable for applications requiring meticulous control over bearing movements and loads.
  • Handling Axial and Radial Loads: Tapered roller bearings are adept at handling both axial (thrust) and radial loads, a unique capability arising from their design. The arrangement of the tapered rollers allows them to effectively manage loads in multiple directions.

 

Common Applications

  • Automotive Industry: Frequently used in car and truck wheel bearings.
  • Heavy Machinery: Applied in construction and mining equipment.
  • Agricultural Equipment: Used in various high-load agricultural machines.
  • Industrial Gearboxes: Essential in gearboxes requiring precise load handling.

 

Limitations in Specific Use Cases

  • Speed Limitations: Tapered roller bearings may not be suitable for high-speed applications due to their design.
  • Misalignment Sensitivity: They can be sensitive to misalignment issues, requiring careful installation and maintenance.
  • Complexity in Mounting and Disassembly: Due to their internal design, mounting and disassembling these bearings can be more complex compared to other types.

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In conclusion, tapered roller bearings are invaluable in applications requiring the handling of heavy loads with high precision. However, understanding their limitations is crucial to ensure they are employed in appropriate use cases, maximizing their efficiency and lifespan.

 

Spherical Roller Bearings

Spherical roller bearings are characterized by their unique design, featuring two rows of barrel-shaped rollers oriented diagonally across the inner and outer raceways. This design allows for the bearing to adjust to varying degrees of alignment and load directions, making them highly versatile.

Key Advantages

  • Self-Alignment Capability: A standout feature of spherical roller bearings is their ability to self-align. This is due to the curvature of the outer ring raceway, which aligns with the rotational axis.
  • Exceptional Load Capacity: They are designed to handle high radial loads and moderate axial loads, making them suitable for heavy-duty applications.
  • Misalignment Tolerance: Spherical roller bearings can tolerate misalignment to a certain degree, compensating for shaft deflection and alignment errors without compromising performance.

 

Typical Use Cases

  • Heavy Machinery: Commonly used in sectors requiring heavy load support, such as mining and construction.
  • Wind Turbines: Ideal for applications like wind turbines that experience varying loads and directions.
  • Paper Mills: Their robustness makes them suitable for the demanding environment of paper mills.
  • Gearboxes and Pulleys: Frequently used in large industrial gearboxes and pulley systems where misalignment may occur.

 

Limitations and Constraints

  • Speed Limitations: While they can handle heavy loads, spherical roller bearings may not be the best choice for applications requiring very high-speed operations.
  • Complexity and Cost: Their advanced design can make them more complex and costly compared to simpler bearing types.
  • Size and Weight: Generally, spherical roller bearings are larger and heavier, which might be a constraint in applications with space or weight limitations.

In summary, spherical roller bearings offer unique advantages like self-alignment and high load capacity, making them ideal for heavy-duty and misalignment-prone applications. However, their limitations in speed, complexity, and size need to be considered to ensure they are chosen for appropriate use cases.

 

Comparative Analysis: Tapered Roller Bearing vs. Spherical Roller Bearing

Understanding “Tapered Roller Bearing vs Spherical Roller Bearing” is crucial for selecting the right bearing for specific applications. Here, we compare these two types of bearings based on several key parameters.

 

Load Handling and Distribution

  • Tapered Roller Bearings: They excel in handling combined loads (both radial and axial). The tapered design allows for effective distribution of loads across the bearing, making them ideal for heavy-load applications.
  • Spherical Roller Bearings: These bearings are primarily designed for high radial loads with a moderate level of axial loads. Their barrel-shaped rollers make them more suitable for applications where loads come from varying directions.

 

Precision and Alignment

  • Tapered Roller Bearings: Known for their precision, these bearings are suitable for applications requiring high accuracy. However, they are sensitive to misalignment and need precise installation.
  • Spherical Roller Bearings: They offer self-aligning capabilities, making them more forgiving in applications with potential shaft misalignment. This feature reduces the risk of performance degradation due to alignment errors.

 

Suggested Applications

  • Tapered Roller Bearings: Best suited for automotive wheel bearings, gearboxes, and other applications where heavy combined loads are present.
  • Spherical Roller Bearings: Ideal for heavy machinery in mining and construction, wind turbines, and applications where misalignment might occur.

 

Maintenance Requirements

  • Tapered Roller Bearings: Require careful monitoring and precise alignment during installation and maintenance to ensure longevity and optimal performance.
  • Spherical Roller Bearings: While they can handle misalignment, regular maintenance is still crucial to prevent premature wear due to heavy loads and environmental factors.

 

You can also refer to the following table.

Feature Tapered Roller Bearings Spherical Roller Bearings

Load Handling

Tapered Roller Bearings: Combined radial and axial loads

Spherical Roller Bearings: High radial and moderate axial loads


Precision & Alignment

Tapered Roller Bearings: High precision, sensitive to misalignment

Spherical Roller Bearings: Self-aligning, more tolerant to misalignment


Typical Applications

Tapered Roller Bearings: Automotive, gearboxes

Spherical Roller Bearings: Heavy machinery, wind turbines


Maintenance Needs

Tapered Roller Bearings: Precise alignment and monitoring

Spherical Roller Bearings: Regular maintenance, more forgiving to alignment errors


Choosing the Right Bearing for Your Application

Selecting the appropriate bearing for any application hinges on a few critical factors:

  • Load Type and Magnitude: Assess if the load is radial, axial, or combined. For heavy combined loads, tapered roller bearings are ideal, whereas spherical roller bearings are better for high radial loads with some axial load.
  • Speed and Temperature Requirements: Consider the operational speed and temperature range. Bearings must be capable of handling the specific RPM and heat levels without degradation.
  • Misalignment Requirements: Evaluate the potential for misalignment. Spherical roller bearings are preferable in applications where misalignment is likely.

 

Practical Examples

  • In heavy industrial applications with high radial loads and misalignment, spherical roller bearings are typically the best fit.
  • For precision-demanding, high-speed applications with combined loads, tapered roller bearings are more suitable.

 

Conclusion

A summary of the key differences between tapered and spherical roller bearings is provided to aid in making an informed decision. It's emphasized that quality and expert consultation are crucial in the selection process. Lily-Bearing offers a range of bearing options tailored to diverse industrial needs.



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