What Points Should Be Kept in Mind When Installing Plain Bearings?

Oct 20, 2026 Leave a message

Sliding bearings are widely used in industrial machinery, pumps, compressors, engineering equipment and transmission systems. The installation quality directly affects the operation stability, frictional loss and service life of the equipment. Problems during installation-such as inappropriate mounting gaps, misaligned or insufficient lubrication bearing housing -can cause the bearing to heat up, wear out abnormally, or even get stuck (the bearing is "locked" to the shaft). Therefore, when installing sliding bearings, priority must be given to six key aspects.

 

1.Inspection of common bearings and Related Components
Before installation, inspect the appearance and manufacturing quality of flat-bearing. Ensure that the bearing surfaces is free of cracks, burrs, rust, scratches or significant deformation. At the same time, check the axle neck, bearing housing and other relevant mounting components to ensure that all contact surfaces are clean and smooth.
For copper alloy bearings, composite bearings and self-lubricating bearings, verify that any surface coatings, lubricating layer or embedded lubricating material is intact. If bearing damage is detected, bearings should not be installed or used.
From the supplier's point of view, it is recommended that you verify product drawings, size tolerances, and technical specifications before installation. This is especially important for customizing sliding bearings, when customizing sliding bearings, it is important to make sure that the product dimensions corresponds to the actual equipment.

 

2.Ensure proper Fit Clearance Requirements
Appropriate working clearance must be maintained between the sliding bearing and the shaft neck. If the gap is too small, it is difficult to form a proper lubricating film, resulting in increased friction and temperature. On the other hand, if the gap is too large, it may cause equipment vibration, noise increase and operating precision decrease.
In installation process, suitable clearance should be determined according to bearing type, shaft diameter, operating speed, load, temperature, lubrication method, etc., and cannot be estimated alone on the basis of experience.
For the bushing that must be pressed into the housing, consideration shall be given to any change in the inner diameter that may occur after the pressing process. If necessary, re-measure the inner diameter after assembly to ensure that the actual operating clearance complies with the design specifications.

 

3.Ensure coaxial degree of bearing and neck
The alignment of the bearing and the neck directly influences the load distribution. If there is deviation or insufficient coaxial degree during installation, bearings may be subjected to excessive local pressure, leading to edge wear, local overheating and uneven lubrication.
During installation, the position and fixation status of the bearing housing shall be inspected, as well as the condition of the surface of the shaft neck. For long shaft equipment with multiple support points, alignment between bearing support points should also be verified.
Tighten the fastening bolts in the specified sequence and required torque to prevent bearing housing deformation due to uneven loading. For precision machinery or high-speed equipment, alignment checks shall be carried out using appropriate measuring tools in accordance with the manufacturer's specifications.

 

4. Adopt Correct Installation Methods
Depending on the type of flat-bearing, the Installation procedures vary. solid bushings, split bearing and self-lubricating bearing, for example, all require custom-built installation techniques according to their specific structures.
The following should be noted during installation:
-Use appropriate compression tools to avoid direct impact on the working surface of the bearing.
-When pressing, make sure the bushing is aligned with the mounting hole to prevent tilting or deformation.
-Do not heat bearings at random and avoid using lubricants that do not match the bearing materials.
-For bearings with oil grooves, oil holes or positioning features, ensure that they are correctly positioned and positioned.
-When installing integral sliding bearings, the condition of the mating surfaces and the sealing of the fasteners shall be verified in the specified sequence of assembly.
If interference fit is used, the degree of interference shall be strictly controlled to prevent shrinkage or structural damage of the inner bore in accordance with engineering drawings and process specifications.

Journal Bearing

5. Verifying Lubrication Methods and conditions
Proper lubrication is essential for the steady operation of sliding bearings. According to different designs, common bearings can be oil lubrication, grease lubrication, solid lubrication or self-lubricating structures.
For oil-lubricated bearings, the grade, viscosity, supply channel and level of oil shall be verified to ensure that oil holes and grooves are not blocked. For bearingslubricated with grease, the specified type of grease should be used to avoid overcharging, otherwise the agitation loss will be excessive and temperature will rise. The installation and use of self-lubricating bearings must conform to product specifications and not all self-lubricating products can be considered suitable for dry friction, high temperature or high load environments.
After installation, check that the lubrication system is working properly. For bearings that require pre-lubrication, prelubrication should be carried out before the equipment is started to prevent bearings from operating without adequate lubrication.

 

6. Post-Installation Trial Run and Condition Monitoring
After the installation of horizontal bearings, should not immediately carry out long-term, full load operation. Instead, perform manual rotation (forbidden) or low-speed test runs to ensure that the the shaft rotates smoothly without viscosity, abnormal noise, or significant vibration.
Once the equipment is up and running, the operating load should be gradually increased, while the following are closely monitored:
Temperature changes: check if the bearing temperature is rising abnormally continuously.
-Operational noise: pay attention to friction, banging or other unusual sounds.
_ Vibration: _ Assess if bearings are fitted correctly equipment alignment.
-Lubrication status: check oil level, oil pressure, lubricant supply, check for leaks.
Connection: Ensure that bearing housing, fasteners and related components are strong and not loose.
If a rapid increase in temperature, abnormal vibration, or a noticeable increase in rotation resistance is observed, the equipment should be immediately stopped. Investigate and resolve problemssuch as gaps, installation errors, or insufficient lubrication before restarting.

 

FAQs: FAQs in Plain Bearing Installation
Q1: Can direct-hit sliding bearings be installed?
Direct impact on the working surface of bearings is not recommended. Use suitable pressing tools or special fixtures to avoid distortion, scratches or inaccurate dimensions.
Q2: What causes flat bearings to overheat after installation?
Common causes include inadequate clearance during installation, misalignment bearing housing, inadequate lubrication, excessive load or internal hole deformation. Each potential cause is investigated based on actual performance.
Q3: Do all sliding bearings require lubrication?
No. Traditional lubricated bearings require specific oil supply conditions, while some self-lubricated bearings use solid lubricants or composite lubrication structures. Be sure to refer to product specifications and the supplier's technical documentation for accurate requirements.
Q4: How to reduce the risk of failure due to improper mounting of sliding bearings?
It is recommended to verify drawings and size tolerances before installation, to use appropriate installation tools, to check suitable clearance and coaxial degree, and to conduct a phased test run after installation.
Executive Summary: The key to the installation of sliding bearings lies the accuracy of size matching, proper clearance, alignment, standardization of assembly procedures and effective lubrication. When selecting a supplier of sliding bearings, the buyer should exceed the material and price, and should also confirm that the supplier can provide information on size tolerances and installation requirements, as well as relevant technical support,all of which will help minimize assembly risks and improve the operational reliability of the equipment.