Installation guide

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Positioning of GR inner race
Remove the feeler gauge from the bottom inner race joint. Rotate the lower half cartridge with GR outer race into position. Place one half of the roller and cage assembly in position on top of the inner race. Slide or tap the inner race sideways until the roller/cage assembly will rotate freely into the lower half outer race.This ensures the inner and outer races are properly aligned. Tighten the clamp ring screws to secure the inner race in place. Remove the lower half cartridge and half roller/cage assembly.

Positioning of the EX inner race
Remove the feeler gauge from the bottom inner race joint. Slide or tap the inner race sideways to center it on the pedestal base. Rotate the lower half cartridge with EX outer race into position. Place one half of the roller and cage assembly in position on top of the inner race. Rotate the roller and cage into the bottom half outer race. Check to ensure the rollers are centered on the outer race. Tap or slide the inner race if adjustments are needed for centering. Tighten the clamp ring screws to secure the inner race in place. Remove the lower half cartridge and half roller/cage assembly.

Seating and torquing clamp rings
Use a wood or plastic mallet to seat the clamp rings down into the clamp ring grooves. There should be a gap at both joints for each clamp ring.The screws should be tightened in such a manner to keep the gaps approximately equal. Torque both screws on one of the rings to the torque value shown on the attached charts. Seat the clamp rings down hard a second time with the mallet and re-torque. Torque the screws on the other clamp ring, tap down hard and retorque. Check to ensure there are gaps at the inner race joints and that they are approximately equal. Lightly grease the roller path of the inner race.

   

Step 5: Roller and cage assembly

Lightly grease the rollers, rotating them to force some grease into the cage pockets. One side of the cage will have circular impressions, use this as the match mark for the cage halves.

Aluminum cages
Assemble the halves around the inner race and push in the ‘U’ clips or joint plates at the joints to hold the halves together.

01E Series with steel cages
Engage the tabs on one half with the cage body of the other half. Press together until the joint snaps closed. Repeat for the other cage joint.


 

Step 6: Fitting of the outer race into cartridge

The following procedure should be used only when mounting a new bearing (inner race, clamp rings, roller & cage, and outer race) in an existing cartridge housing:

 
  1. Clean the outer race seat of the cartridge to ensure it is dry and free of contamination.
  2. Clean the outer race and place in the cartridge halves so that the match marks coincide and the outer race half with the lubrication hole is in the top half housing.
  3. Enter the radial securing screws (D) (01 Series 71/2" and up, 02 Series 611/16" and up, and all 03 Series), finger tight only - it is important to fit the washers.
  4. Fit the side rods and screws (C) where provided (GR cartridges only), and tighten these against the side face of the outer race very lightly. (Note: some designs have only side screws and no side rods.)
  5. Assemble the two halves of the cartridge together and fully tighten the joint screws (B). Ease the pressure on these screws, then fully tighten the radial securing screws (D) and/or the side screws (C). (In some larger sizes, two cartridge joint screws must be removed to finally tighten the side screws).
  6. Re-tighten the cartridge joint screws and check the joints of the outer race track for a smooth transition.
  7. Ensure that all grease passages are full by applying a grease gun to the grease fitting and noting fresh grease discharging through the lubrication hole in the top half outer race. Disassemble the cartridge and proceed with the bearing installation.
   

Step 7: Lower half cartridge

Coat the outer race roller path and fill the center grooves of the seal labyrinths with grease. Coat the spherical OD with an anti-seize compound or similar. Slide the ATL seals into position to engage the labyrinths in the cartridge.

The grease boss is located on one end of the cartridge. Decide which end you prefer to have the grease boss on before putting the lower half cartridge in place. Raise the shaft sufficiently (typically 0.010") to roll the lower half cartridge into the pedestal base.

   

Step 8: Upper half cartridge

The top half outer race has a lubrication entry hole at top center. Make sure the race half with the hole is in the top half cartridge. Coat the outer race roller path and fill the center grooves of the seal labyrinths with grease.

Coat the spherical OD with an anti-seize compound. Assemble the top half cartridge onto the lower half checking for the match marks stamped into the joint faces of the halves.

Torque the four cartridge joint screws to the torque values shown in the attached charts.The same wrench used for the clamp ring screws will fit the cartridge joint screws.

NOTE: For the fixed (GR) unit only, the side fixing screws on the cartridge face opposite the lube boss are to be tightened AFTER completely tightening the joint screws.

If supplied, the radial screws on the OD of the cartridge (illustrated in step 6) should also be checked to ensure they are tight.

   

Step: 9 Pedestal cap and top half flange

Assemble the pedestal cap or top half flange onto the bottom half checking for match marks stamped into the joint faces. Finger tighten the two screws.

Slowly roll the shaft to ensure nothing is binding in the bearings and to allow the cartridge to swivel in the ball and socket joint with the pedestal or flange to align itself.

Tighten the bolts using an allen wrench and an extension.

Torque values can be seen on the next page (click here).



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