P5-1 Part 5 of 6: SHAFTS AND BEARINGS Table of Contents 1 Shafts .............................................................................................................. 2 1.1 Definitions ............................................................................................... 2 1.1.1 Shafts ................................................................................................. 3 1.1.2 Axles .................................................................................................. 7 1.1.3 Spindles ............................................................................................. 8 1.1.4 Stub shafts ......................................................................................... 9 1.1.5 Line shafts ....................................................................................... 10 1.1.6 Jack shafts ........................................................................................ 11 1.1.7 Flexible shafts ..................................................................................12 1.2 Shaft materials ........................................................................................12 1.3 Functions of shafts..................................................................................12 1.4 Shaft bearings ......................................................................................... 15 1.5 Transmitting torque to and from shafts .................................................16 1.5.1 Keys ..................................................................................................16 1.5.2 Grub screws and set screws ............................................................ 18 1.5.3 Splines ............................................................................................. 20 1.6 Shaft failure modes .................................................................................21 1.6.1 Fatigue cracking ...............................................................................21 2 Bearings ........................................................................................................ 26 2.1 Sliding contact bearings ........................................................................ 26 2.1.1 Materials for plain bearings............................................................ 30 2.1.2 Lubrication of plain bearings...........................................................31 2.1.3 Characteristics of plain bearings .................................................... 32 2.2 Rolling contact bearings ........................................................................ 32 2.2.1 Ball bearings.................................................................................... 33 2.3 Roller bearings ....................................................................................... 36 2.3.1 Cylindrical roller bearings .............................................................. 36 2.3.2 Tapered roller bearings................................................................... 37 2.3.3 Roller thrust bearings ..................................................................... 38 2.3.4 Needle roller bearings ..................................................................... 39 2.4 Bearing alignment ................................................................................. 40 2.4.1 Pillow blocks ....................................................................................41 2.4.2 Bearing preload ................................................................................41 2.5 Lubrication of bearings.......................................................................... 42 2.6 Sealing .................................................................................................... 43 2.7 Characteristics of rolling contact bearings ............................................ 43