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Fan troubleshooting

Fits, tapered-bore drive-up and seals: mounting causes of hot running

Wrong shaft or housing fit, a wrong drive-up on a tapered seat, and seal designs that rub or run dry.

Shaft and housing fits

The original fits can usually be found on the fan drawings, or measured on the bearing seats with proper tools. Compare them with the recommended fit for the bearing type, the load and the rotation of the ring. A too loose inner ring fit lets the ring turn on the shaft (creep, scoring on the bore). A too tight one removes internal clearance and the bearing runs hot. A too loose housing fit lets the outer ring turn in its seat and wear it.

Tapered bore: drive-up

For bearings on an adapter or withdrawal sleeve, or on a tapered shaft, the inner ring is pushed up the taper to take up the clearance. Too little drive-up leaves the ring loose on the sleeve so it rotates; too much preloads the bearing and heats it. Measure the drive-up either by the reduction in radial clearance with feeler gauges (the usual method for toroidal roller bearings) or, better, by a controlled axial drive-up with a hydraulic nut and gauge, which is the more accurate method.

Practice points

Seals that cause heat

Seals cause heat when the material, design or lubricant compatibility is wrong or when the counter-face is rough. A rough seal counter-face on the shaft is a good indication of a problem. A flattened lip or a gap in a contact seal, or an uneven gap in a non-contact one, points to misalignment or a worn shaft.

What to do

Takeaway. Measure the seats, control the drive-up and look at the seal lip before blaming the lubricant. These are the mounting faults that repeat on fans.
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Related reading

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