Miniature and instrument ball bearings are used in high-precision mating parts to control movement and provide rotational and oscillating functionality. Aircraft, pick-and-place robots, computers, flow meters, and medical instruments are just some applications. Often, part of the deal is that speeds run very high. For example, miniature bearings in dental handpieces travel at speeds approaching 500,000 rpm. Flow meter bearings travel at somewhat slower speeds but also face a unique set of pressure, corrosion, and environmental challenges. Others have to run in pulling, stressing manmade vacuums and the natural vacuum of space.

Tolerances, material, preloading, coding — basically all that affects axial and radial play, as well as play itself — can be modified for optimal performance in these applications.

Fits and axial play

Within the assembled mechanism, the fit of the ball bearing on its mating components is vital to maximizing bearing life. If the fit is too loose, bearings slide around on the shaft, eliminating the advantages gained by selecting a ball bearing in the first place. If the fit is too tight, the bearing integrity may be compromised by reduction of radial play in the assembly. The perfect fit enables bearings to run at peak performance for maximized end-product life.

There are three main types of shaft and housing fits. A loose fit is when the bore of the inner ring of the bearing is slightly larger than the outer shaft diameter. A line-to-line assembly is when the bore of the inner ring of the bearing and the outer diameter of the shaft are the same. With a tight fit, the bore of the inner ring of the bearing is slightly smaller than the outer shaft diameter. Tight fits are also called interference or press fits, because bearings in these assemblies are pressed onto shafts.

Slightly loose shaft-to-housing fits are suitable for most applications, while line-to-line fits often provide the best performance. If bearings are assembled on a shaft that is too large (creating a press fit) the inner ring may stretch slightly. When this occurs, the bearing's radial play can be diminished or even eliminated altogether. We'll cover how this can cause problems shortly.

Bearing radial play is a function of radial movement of the inner ring in relation to the outer ring. It is usually measured by holding the inner ring stationary and applying a radial load to the outer. Specified radial play should not be impeded, as this has an adverse effect on bearing life. When the radial play is pushed below its specified design, discreet bearing components can become overheated, especially under extremely high running torque conditions. When the components become hot, the bearing retainer can cause catastrophic failure of the bearing. If that doesn't happen, the retainer still may heat up enough to melt or become deformed. Then the retainer may rub on the bearing rings and begin flaking apart, causing debris and contamination to fall into the bearing components and result in premature bearing failure.

Some manufacturers and overhaulers try to reduce cost by choosing lower-priced shafting. However, it is imperative that the shaft outer diameter not vary too much; otherwise it creates varied fits against even tightly toleranced bearing bores. Where the shaft and housing fits may be slightly looser than desirable, it is actually best to err towards a looser fit rather than an interference fit. In these cases, an adhesive such as Loctite often overcomes slightly loose assembly. That said, caution must be exercised with any adhesive, as they can contaminate inner assembly workings. Even a small amount can cause catastrophic failure.

Miniature bearing tolerances
Tolerance 0.0001 Increment coding (Standard) 0.000050 Increment coding
Nominal to -0.000050 1 A
-0.000050 to -0.000100 1 B
-0.000100 to -0.000150 2 C
-0.000150 to -0.000200 2 D
-0.000200 to -0.000250 3 E
-0.000250 to -0.000300 3 F
Grade Symbols
Graded bore and OD ZD XZD
Graded bore only ZB XZB
Graded OD only ZO XZO
Inner and outer diameters can be calibrated to very specific ranges. All values here are expressed in inches.

Radial play

Radial play is the measured value of total movement of one ring with respect to the other in a plane perpendicular to the bearing axis. This internal looseness between balls and races is not related to bearing class or quality; it is what allows the inner and outer rings to rotate in concert with the bearing balls. Factors that rely on proper radial play are speeds, loads, thermal conditions, mounting fits, along with axial motion and deflection rates. Improper selection of radial play can affect bearing torque, overall running performance and bearing life.

Any impact on radial play must be carefully considered when designing the bearing specifications. So what if your design requires tight fits? For example, interference fits are necessary to prevent one bearing ring from turning relative to its mating part under heavy loads or cycling vibration. (High-torque motors and vacuum pumps especially require an interference to prevent slippage.) Interference fits cause a 50 to 80% reduction in radial play.

The main thing to remember is that one ring in the bearing assembly must be free to move to prevent axial preloading. Axial play is proportional to bearing radial play; the contact angle of a radial bearing under axial load is related to the radial play remaining in the bearing after installation. A higher assembled radial play makes for a higher contact angle, the angle at which balls and raceway touch. The higher the load on a single bearing ring, the further from the center or raceway bottom the ball is likely to contact the raceway. A low contact angle is desirable for pure radial loads, while higher contact angles are desirable for loads with an axial movement.


Lubrication

Operational conditions such as temperature, loads, speed, torque, and environment determine the lube appropriate for the application. Oils are used where low bearing friction torque is a primary consideration. Grease may provide longer operating life and resist lubricant loss due to centrifugal forces at higher speeds. Dry film lubricants are often appropriate for vacuum environments or other conditions where wet lube is not an option.

PROPER SHAFT FITS
Operating conditions Load Speed Shaft diameter Average fit Fit range RADIAL CLEARANCE RANGE
Radial load Thrust load of load springs
Rotating shaft Light Low B-0.0002
B-0.0004
0.0002L 0
0.0004L
K25 K36 to K58

Light Medium High Low to High B-0.0001
B-0.0003
0.0001L .0001T
0.0003L
K36 K36 to K58

Heavy High B-0.0002 B-0.0000 Line to Line
0.0002L
0.0002T K36 K58
Stationary shaft Normal Low to High B-0.0002
B-0.0004
0.0002L 0
0.0004L
See rotating housing
This table establishes shaft fits for miniature instrument bearings when shaft and housing expansion coefficients are similar, or when the operating temperature differential between them is nominal. In other conditions, modification in fits and internal clearance may be required. Here, B is the nominal bearing bore, L stands for loose fit, and T for tight fit.

Standard vs. custom

Bearing and drive ring designs can be fully customized. Custom units can include simple flanges, intricate lubrication grooves, and O-ring housings or new materials and designs. Technical contacts at the manufacturer can often assist with designing these bearings. For example, if extreme fits are unsuitable, selective assembly of coded bores — matched with similarly graded shaft and housing diameters — may be utilized. This approach is usually more economical than a reduction in diameter tolerances.

Bearings are typically manufactured to standard grades of precision with well-established tolerances for size and geometric accuracy. These standards are known as ABEC classes. They're set by the Annular Bearing Engineers Committee (ABEC) of the American Bearing Manufacturer's Association (ABMA). These standards are also accepted by the American National Standards Institute (ANSI) and by international agreement for those developed by the International Organization of Standards.

Beyond the standard ABEC tolerance — which describes many ball bearing attributes — the bore of the inner ring and the outer ring's outer diameter can be coded to specific requirements. This helps maintain a constant line-to-line fit. Miniature and instrument ball bearings inner and outer diameters can be further calibrated to very specific ranges by designating their applicable dimensional codes.

Installation is as important as bearing design and cleanliness. During installation, at no time can any forces be transmitted from one bearing ring to the other through the balls. This can cause brinneling of the bearing balls, which can result in bearing vibration, noise, and reduced life. Some tips:

  1. Force should only be applied to the ring that is being mounted. When installing a bearing on a tight shaft, force is to be applied to the inner ring only.

  2. When installing a bearing in a tight housing, force should be applied to the outer ring only.

  3. Bearing, tooling, and mounting surfaces should be kept clean and free of all contamination.

  4. Mount bearings squarely onto shafts or into housings.

  5. Do not apply any shock or impact techniques (like hammering) to install bearings. Also, use proper tooling so as not to damage the bearing or assembly.

  6. If uncertain about any ball bearing attributes, consult the bearing manufacturer.

PROPER HOUSING FITS
Operating conditions Load Speed Housing diameter Average fit Average fit Fit range Fit range RADIAL CLEARANCE RANGE
Radial load Thrust load of load springs
Stationary housing Light to heavy Low to high D+/-0.0002 to D-0.0000 0.00025L 0.0002L 0 to 0.0005L 0 to 0.0004L See rotating shaft
Rotating housing Light Low to high D-0.0001 to D-0.0000
D-0.0003 to D-0.0002
0.0005T Line to line 0.0002L to 0.0003T 0.0002L to 0.0002T K36 K58
Medium to heavy Low to high D-0.0002 to D-0.0001
D-0.0004 to D-0.0003
0.00015T 0.0001T 0.0001L to 0.0004T 0.0001L to 0.0003T K36 K58
Here, D is the normal bearing outer diameter, L stands for loose fit, and T for tight fit. Light load is when C/P diameter less than or equal to 3/8 in. high speed is anything greater than 1,500 rpm. On is less than 25, medium is 15 to 25, and heavy load is when C/P is over 15. For bearings with an outer larger bearings, high speed is anything greater than 3,000 rpm.

Pacamor Kubar Bearings has been a domestic manufacturer of bearings for over 40 years. For more information, visit pacamor.com or e-mail the editor at eeitel@penton.com.