Bearings, Seals & Lubrication

Course Description

This workshop covers bearing operation, types of bearings and their usage, proper installation and adjustments, and lubrication. It provides the methods to properly install and maintain all major types of bearings and seals. Oil and grease lubrication properties, methods, and intervals are also covered in detail.

Course Length

24 hours


Participants successfully completing this course will be able to:

  • Identify various types of bearings and their applications
  • Explain how bearing lubrication works
  • Explain proper handling and storage procedures to prevent premature bearing failure
  • Select and use the proper tools to remove bearings
  • Clean and visually inspect bearings prior to use
  • Select the proper tools and install press fit bearings
  • Properly install and adjust adjustable bearings
  • Determine lubrication requirements and lubrication intervals
  • Select and properly install various types of contact and non-contact seals
  • Identify major causes of bearing failures through visual inspections

Topical Outline

  • Bearing types and application
  • Proper Shaft to Bore & Housing Fits
  • Bearing handling procedures, Installation of Press Fit Bearings
  • Proper Bearing Heating Techniques
  • Bearing Preventative Maintenance
  • Preloading Bearings – Taper and Spherical Roller
  • Purpose of Lubrication and Types of Grease, Oil, and Additives
  • Lubricant storage and handling and filtration
  • Proper Lubrication Amount to Use Based on Bearing Size
  • Proper Re-lubrication Intervals Based on Hours of Operation
  • Greasing electric motor bearings
  • Methods to check bearing operation
  • Symptoms of Bearing Failures
  • Causes of bearing failures, including:
    • Improper Fit
    • Handling and Installation Damage
    • Wear
    • Overheating
    • Inadequate lubrication / Over lubrication
    • Corrosion
    • Brinelling and false brinelling
    • Equipment misalignment
    • Fretting
    • Electrical arcing
    • Activity – identifying and interpreting actual failures

Hands-On Activities

Removal and installation of loose fit bearings and press fit bearings, Measuring shafts and bores, Installing and adjusting taper roller bearings in gearboxes, Installing and adjusting spherical roller bearings, Greasing bearings and effects of improper lubrication.