| Operating Speed | Maximum continuous speed, peak speed, acceleration rate, and speed variation | Calculate the speed factor using n × dm, where n is rpm and dm is the bearing mean diameter in mm. Example: 10,000 rpm × 80 mm = 800,000 mm/min. | Compare the calculated speed factor with the bearing supplier’s grease- or oil-lubricated speed rating; perform a run-in and vibration test at operating speed. | Choose a bearing with a rated speed above the required continuous speed, preferably with a margin for acceleration, imbalance, and temperature rise. |
| Operating Temperature | Ambient temperature, ring temperature, housing temperature, heat from adjacent components, and thermal expansion | Standard bearing grease is commonly suitable for approximately -30°C to +120°C. High-temperature greases may support approximately +150°C to +180°C, depending on formulation and relubrication conditions. | Measure the outer-ring or housing temperature with a thermocouple during steady-state operation and during the highest expected load and speed condition. | Select seals, grease, cage material, and internal clearance for the highest sustained temperature, not only the average temperature. |
| Lubrication Method | Grease or oil, viscosity, base-oil type, fill quantity, relubrication interval, and compatibility | Grease is generally preferred for sealed, low-maintenance assemblies. Oil lubrication is more suitable for high-speed or high-temperature applications where heat removal is important. | Check lubricant viscosity at operating temperature, verify grease compatibility, and inspect torque, vibration, and temperature after lubrication. | Avoid overfilling. Excess grease can increase churning, torque, and heat. Use only compatible lubricants and follow the specified fill quantity. |
| Sealing Performance | Protection from dust, water, coolant, cutting fluid, and abrasive particles; seal friction and allowable speed | Non-contact shields generally produce lower friction and higher speed capability. Contact seals provide stronger contamination and moisture protection but may increase friction and temperature. | Perform dust, splash, or immersion testing as applicable; inspect leakage, ingress, seal wear, and temperature rise after testing. | Use contact sealing for wet or contaminated environments. Use lower-friction shielding only when the surrounding environment is clean and dry. |
| Radial and Axial Load | Radial load, axial load, moment load, shock load, and load direction | Calculate equivalent dynamic load using the applicable bearing rating method. For combined loading, both radial and axial components must be included. | Use actual duty-cycle loads, including acceleration, braking, cutting-force peaks, vibration, and impact events. | Select the internal arrangement and contact angle according to the dominant load direction. Do not size the bearing from static load alone when repeated rotation is involved. |
| Bearing Life | Required service hours, duty cycle, reliability target, load spectrum, and contamination level | For basic rating life, the commonly used relationship is L10 = (C/P)p, where p = 3 for ball bearings and p = 10/3 for roller bearings. | Calculate life using the complete duty cycle and then validate with endurance testing under representative contamination and temperature conditions. | Use a higher load rating, improved sealing, or better cleanliness when calculated life is insufficient. Rating life does not by itself account for every failure mode. |
| Runout and Stiffness | Radial runout, axial runout, preload, mounting rigidity, and shaft-to-housing alignment | Higher precision and correctly controlled preload generally improve rotational accuracy and stiffness, but excessive preload increases friction and operating temperature. | Measure runout with a calibrated dial indicator or displacement sensor and verify torque and temperature at operating speed. | Choose precision class and preload based on the required accuracy, rigidity, speed, and thermal behavior rather than selecting the tightest option by default. |
| Fit and Mounting | Shaft and housing tolerances, interference fit, shoulder geometry, clamping force, and installation method | Fit requirements depend on rotating-ring load, load magnitude, temperature difference, and material expansion. An incorrect fit can cause creep, excessive preload, or ring distortion. | Verify dimensional tolerances, mounting torque, axial position, and post-installation rotation torque. | Use controlled installation tools. Apply force only to the ring being fitted to prevent rolling-element damage. |
| Contamination Control | Particle size, moisture exposure, corrosive chemicals, cleanliness during assembly, and filtration where oil is used | Small hard particles can significantly reduce fatigue life. Clean assembly practices and effective sealing are often as important as the bearing’s nominal load rating. | Inspect lubricant and raceways, conduct particle or cleanliness analysis, and perform contamination or water-splash testing where required. | Prioritize sealing, clean handling, and suitable corrosion protection in dusty, wet, or chemically aggressive environments. |
| Noise and Vibration | Acceleration level, frequency spectrum, cage noise, imbalance, and structural resonance | Vibration may result from bearing defects, excessive clearance, insufficient or excessive preload, poor balance, misalignment, or inadequate lubrication. | Record vibration and acoustic data at no-load and loaded speeds, then compare results before and after thermal stabilization. | For precision spindles, evaluate bearing, shaft, housing, balance, and lubrication as one rotating system. |
| Maintenance and Serviceability | Expected maintenance interval, relubrication access, replacement time, inspection requirements, and total operating cost | Sealed-for-life assemblies reduce routine maintenance but require correct initial grease fill and seal selection. Relubricatable designs require controlled lubricant quantity and cleanliness. | Review maintenance records, temperature trends, vibration trends, and lubricant condition during planned inspections. | Select the assembly that meets the complete duty cycle with the lowest practical maintenance burden, not simply the lowest purchase cost. |