Bearing selection guide · engineering checklist
Specify the duty, not just the diameter.
A bearing envelope narrows the catalog. A supplier-ready requirement explains the load path, speed, fit, environment, precision, life, and production reality.
Fourteen inputs that make a quote real.
1. Application and function
What rotates or translates? What failure would stop the machine? Name the motor, joint, wheel, spindle, roller, gearbox, or guide—not only the bearing.
2. Bearing family
Deep-groove, angular-contact, thin-section, crossed-roller, needle, spherical, tapered-roller, thrust, linear, or open to engineering recommendation.
3. Envelope and interfaces
Bore, outside diameter, width, shoulders, fillets, retention, shaft tolerance, housing tolerance, material, surface finish, and room for installation tooling.
4. Radial, axial, and moment loads
Provide steady, peak, reversing, shock, and combined loads. When exact values are unavailable, provide credible upper bounds and explain the load case.
5. Speed and motion profile
Continuous and peak RPM, oscillation angle, reversals, dwell, acceleration, start-stop frequency, and total operating hours per cycle.
6. Life and reliability target
Required operating hours, cycles, probability of survival, allowable maintenance, and consequences of failure. Catalog dynamic life is not the entire system-life calculation.
7. Precision and stiffness
Runout, repeatability, radial and axial play, preload, angular stiffness, deflection, torque, vibration, and noise targets.
8. Material
Stainless grade, chrome bearing steel, ceramic rolling elements, coatings, cage material, magnetic constraints, galvanic compatibility, and corrosion expectation.
9. Seals, shields, and contamination
Open, non-contact shield, low-torque seal, contact seal, external labyrinth, purge, washdown, dust, fibers, chips, or cleanroom particle requirements.
10. Lubrication
Grease or oil, base oil, thickener, fill, compatibility, food-grade or vacuum constraints, relubrication access, temperature, drag, outgassing, and shelf life.
11. Electrical conditions
For inverter-driven motors, define shaft voltage or current risk and whether insulation, grounding, ceramic rolling elements, or another mitigation is required.
12. Environment
Operating and storage temperature, pressure or vacuum, humidity, salt, cleaning chemistry, radiation, shock, vibration, and ingress requirements.
13. Quantity and ramp
Prototype quantity, validation builds, annual volume, target launch, production location, packaging, traceability, inspection, and second-source strategy.
14. Evidence
Current part number, drawing, CAD section, failure photos, vibration or noise data, lubricant history, test plan, rejected samples, and supplier deviations.
“Stainless” is a requirement to unpack.
| Question | Why it changes the answer | What to specify |
|---|---|---|
| What is corroding? | Rings, balls, cage, shield, snap ring, shaft, and housing can fail differently. | Media, concentration, exposure, cleaning, photos |
| How much load? | Corrosion-resistant materials can differ in hardness and fatigue capacity. | Load spectrum, impact, desired life |
| How clean? | Lubricant and sealing can dominate corrosion and particle performance. | Washdown, cleanroom, vacuum, relube access |
| How magnetic? | Many bearing-grade stainless steels are not nonmagnetic after processing. | Field sensitivity and measurement threshold |
Engineering note: final selection, fit, preload, life, and safety validation remain the responsibility of the machine designer and qualified bearing supplier. This guide organizes the sourcing conversation; it does not replace application engineering.