When choosing a fit, first consider the type of load the ferrule is subjected to. Usually the types of ferrules subjected to loads are as follows:
1 fixed load
The resultant radial load acting on the ferrule is carried by the local area of the ferrule raceway and transmitted to the opposite area of the shaft or IKO one-way bearing housing. This load is called a fixed load. The fixed load is characterized by a synthetic radial load vector that is relatively stationary with the ferrule. The ferrule and the synthetic radial load do not rotate or rotate at the same speed are fixed loads. A looser fit can be used for the ferrules that are subjected to a fixed load.
2 rotating load
The resultant radial load acting on the ferrule rotates in the circumferential direction of the raceway and is sequentially carried by various parts. This load is called a rotational load.
The rotational load is characterized by a synthetic radial load vector that rotates relative to the ferrule. There are three cases of rotating loads:
(1) The load direction is fixed and the ferrule is rotated;
(2) The load vector rotates and the ferrule is stationary;
(3) The load vector and the ferrule rotate at different speeds.
3 swing load and variable load
Sometimes the direction and size of the load cannot be accurately determined. For example, in a high-speed rotating machine, in addition to the load bearing the fixed weight of the rotor, there is also a rotating load caused by the unbalanced mass, if the rotating load is more than the fixed load. Larger, the resultant load is still a rotating load; and if the rotating load is much smaller than the fixed load, the resultant load is the oscillating load. Both the rotational and oscillating loads are constantly changing in size and direction. In the variable working state, some of the ferrules may be loaded with a load, but a fixed load, and a swing load. This type of load is called an indefinite load.
The oscillating load and the indefinite load should be treated in the same way as the rotating load. The loose fit will cause the mating surface to be damaged.
A transition fit or an interference fit should be selected for the ferrule and shaft or seat bore that rotates relative to the direction of the load. When the interference size is IKO one-way bearing under load, the ferrule does not produce “creeping” on the mating surface of the shaft or the seat hole. When the load is very light, or the ferrule is occasionally rotated at a low speed under heavy load, a transition fit may be used, and the shaft surface should have a higher hardness and a smaller surface roughness.
For heavy loads, it is usually better than the combination of light and normal loads. The heavier the load, the greater the fit should be.
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