开云体育

Dismounting the headstock bearings


 

开云体育

You're correct but the lathe was delivered with such bearings.


On 08.02.25 04:59, Jon Rus via groups.io wrote:

I believe the OP has tried to install tapered roller bearings and can not get the preload just right.? I could be wrong tho, even very wrong is possible.....



 

开云体育

No, tapered bearings aren't sealed, see my other post, you'll see that I'm wondering how to ensure their maintenance. The gear side might be accessible for oiling when the nuts, the pulley and the head gear are dismounted but not the chuck side, covers on both sides.

No, it's in excellent condition, not dry ! Oil is present everywhere I have access, depending on the manual requirements. The use is quite light, lower than weekly, 2.5-year old, it's well protected and permanently, no rust, no dust, no remaining swarf.


On 08.02.25 05:04, Jon Rus via groups.io wrote:

I am on the fence about ACR vs TR,?
Did you get rubber seals on your bearings??
Do you oil them regularly??
Maybe 1 drop before each use?
Does oil leak out the bottom of the bearing or middle of the headstock?
Grease in TR at least is good for a while, maybe even a year before needing repacking like wheel bearings.
How are you working with them day-to-day, project to project??


 

开云体育

Ryan, I agree with you and I'd like to add some comments.

Concerning the use of tapered bearings, my lathe came with them and I didn't touch them until I decided to get rid off a bad surface aspect. A little bit rough with a ghost wave of the same pitch as the lead screw. I slightly improved this situation but I can't manage to tighten the spindle nut enough to go further. Hence this thread.

On to the other hand, I'm not looking at a thou but 1/100mm and a good surface aspect and ... the very last 1/100 are extremely harder to reach !

Concerning a wheel hub, make the experience to put the car on a jack and twist the wheel. You will be surprised, the clearance is probably pretty greater than a thou.
On a mini lathe, the tapered bearings are there more for reducing the stray movements than to withstand loads. The sole difference I noticed is that on a wheel hub, the adjustment is very easy because the inner ring is not pressed in but slipping on the spindle. I found an explanation for that, please, read my other post.



On 08.02.25 07:05, Ryan H via groups.io wrote:

My tapered rollers have been in for 10 years. I haven't touched them in 3 1/2 years since I installed my els. I pulled the rear when I had the nuts off to install some parts for that and in the prior 6 1/2 years hadn't done a thing. They're fine and still as smooth as the day I installed them and maybe even smoother. ?The preload has never needed adjustment after a couple days of getting it set and my lathe will hold less than .001" over 12 inches. We're talking about bearings meant for vehicle use. Carrying 2 tons and absorbing constant impacts and lasting tens of thousands of miles. I packed mine with synthetic bearing grease. It's still there. Our little lathes turn a couple thousand rpm tops and how often are you running it wide open? ?And how long are you running it? ?We're not talking the equivalent of a hundred plus mile a day, five day a week commute here. We're maybe covering the same as a hundred miles a year, maybe. ?And at a lot less load. The angular contact are probably easier to install from what I've read as there's no need to sand the spindle for the slip fit tapered rollers require but either will last a lifetime with extremely minimal if any required maintenance if property installed.?


 

开云体育

Hi Jon,

Thank you for your reply.

For your information, my lathe chuck is a 100mm (4"). As far as I know the bearings are of the tapered type but I didn't verify, just referring to the drawing and the BOM.

I have neither any problem with the dismounting / mounting jigs nor the procedure but I'm only concerned by the fact that I can't manage to tighten the spindle nut farther, hence I can't adjust the clearance. This is exactly the same on the milling machine spindle except that the bearings have angular contact. On another spindle (the Unimat lathe's one, w/ angular contact) tuning the clearance is not an issue at all.

I considered again the design rules and I compared them : the conclusion is that it fits with the situation but contradicts the common sense !

- bearings are normally of class 0.

- external cages : P7 fixed bore on the gear side of the lathe and R7 for heavy loads on the chuck side => press needed.
Internal rings : n6 rotating arbor on the gear side and p6 on the chuck side where the load is heavier. => press needed.
This doesn't allow any adjustment ??? So what's the use of the adjustment nut couple ?
Another question waiting for response: Since the spindle id hard to dismount, how can the spindle bearings be maintained, cleaned and greased ? The manual doesn't tell anything about that.

- Should I consider the reverse (fixed arbor and rotating like on a car)
external cage : rotating bore, P7 or R7 for heavy loads (no adjustment)
internal rings : fixed arbor, g6 or h6 (adjustment allowed on the arbor)


On 07.02.25 19:20, Jon Rus via groups.io wrote:
Hello PR,
My experience with these bearings is that they can be hand tight, up to press tight.? On an automobile the bearing is slip fit on the spindle and press tight on the hub, so use your judgement carefully.
Do you have a 3" spindle mount or 4" spindle mount???
[...]

1. Before disassembly, make a special bushing to go into the small end of the spindle so that it will grab just the edge of the spindle and still pass through the inner diameter of the
[...]


 

1/100mm is about .0003". Over what distance are you trying to maintain that? Just curious as it shouldn't be a problem on shorter lengths with everything properly adjusted and aligned especially the saddle and headstock. I may have missed where you said but if you're saddle travel isn't perfect you're not gonna get .0003" unless you work only in the "good" area of travel. Then the headstock has to be done but anyway...
?
The inner race of the inner bearing can be an interference fit on the spindle albeit very slight. Like tap it with a wooden hammer handle only to fully seat it.?
?
?The inner race of the outer bearing should be a very snug slip fit on the spindle. That race has to be able to slide just like on a vehicle. ?It's fairly time consuming process. ?Sounds like your spindle wasn't properly fit for the bearing. If it was the race would move so you can set it. I think you're first step is going to be to rectify that and from there you're going to be set on that part.?
?
?
On Feb 8, 2025 at 1:59?PM -0500, Pierre-Raymond Rondelle via groups.io <pierreraymondrondelle@...>, wrote:

Ryan, I agree with you and I'd like to add some comments.

Concerning the use of tapered bearings, my lathe came with them and I didn't touch them until I decided to get rid off a bad surface aspect. A little bit rough with a ghost wave of the same pitch as the lead screw. I slightly improved this situation but I can't manage to tighten the spindle nut enough to go further. Hence this thread.

On to the other hand, I'm not looking at a thou but 1/100mm and a good surface aspect and ... the very last 1/100 are extremely harder to reach !

Concerning a wheel hub, make the experience to put the car on a jack and twist the wheel. You will be surprised, the clearance is probably pretty greater than a thou.
On a mini lathe, the tapered bearings are there more for reducing the stray movements than to withstand loads. The sole difference I noticed is that on a wheel hub, the adjustment is very easy because the inner ring is not pressed in but slipping on the spindle. I found an explanation for that, please, read my other post.



On 08.02.25 07:05, Ryan H via groups.io wrote:
My tapered rollers have been in for 10 years. I haven't touched them in 3 1/2 years since I installed my els. I pulled the rear when I had the nuts off to install some parts for that and in the prior 6 1/2 years hadn't done a thing. They're fine and still as smooth as the day I installed them and maybe even smoother. ?The preload has never needed adjustment after a couple days of getting it set and my lathe will hold less than .001" over 12 inches. We're talking about bearings meant for vehicle use. Carrying 2 tons and absorbing constant impacts and lasting tens of thousands of miles. I packed mine with synthetic bearing grease. It's still there. Our little lathes turn a couple thousand rpm tops and how often are you running it wide open? ?And how long are you running it? ?We're not talking the equivalent of a hundred plus mile a day, five day a week commute here. We're maybe covering the same as a hundred miles a year, maybe. ?And at a lot less load. The angular contact are probably easier to install from what I've read as there's no need to sand the spindle for the slip fit tapered rollers require but either will last a lifetime with extremely minimal if any required maintenance if property installed.?


 

开云体育

Ryan,

I'm not speaking of alignment accuracy that would mainly lead to a machine a taper instead of a cylinder but of runout of the chuck that is currently resulting in an irregular machined surface. And you're right in your rationale, telling that, depending on the location the machining is preformed, the effect is greater when the distance to the chuck is increased. I admit not having checked the conjunction of the bad surface with the distance from the chuck. I take note to do that during the final verification after fixing the trouble.

I don't also remember if I said this : the roughness is drastically improved as well by decoupling the gear train from the 40-teeth drive gear at the end of the spindle. This phenomenon lets me thinking that the two bearings aren't pre-constrained enough. I don't understand yet why the ghost thread it's close to the lead screw pitch (2mm). I gonna change the ratio of the gear train to check it.


On 08.02.25 21:38, Ryan H via groups.io wrote:

1/100mm is about .0003". Over what distance are you trying to maintain that? Just curious as it shouldn't be a problem on shorter lengths with everything properly adjusted and aligned especially the saddle and headstock. I may have missed where you said but if you're saddle travel isn't perfect you're not gonna get .0003" unless you work only in the "good" area of travel. Then the headstock has to be done but anyway...
?
The inner race of the inner bearing can be an interference fit on the spindle albeit very slight. Like tap it with a wooden hammer handle only to fully seat it.?
?
?The inner race of the outer bearing should be a very snug slip fit on the spindle. That race has to be able to slide just like on a vehicle. ?It's fairly time consuming process. ?Sounds like your spindle wasn't properly fit for the bearing. If it was the race would move so you can set it. I think you're first step is going to be to rectify that and from there you're going to be set on that part.


 

Gotcha. If it was me, I'd start with two things. First would be pulling the headstock apart and addressing the bearing adjustment problem. The inner race on the outer bearing needs to be able to slide on the spindle to set the preload. I did mine the old fashioned way like you'd polish engine crankshaft journals. If you haven't done that it done by bolting the spindle down firmly, wrapping sand paper around the spindle, wrapping a long shoelace or the like around the paper a few times and pulling the ends of the laces to turn the paper. There are probably YouTube videos that show what I'm describing. It works better than just trying to hand sand as it keeps pretty even pressure all the way around the part. If you decide to do it use fine grit paper, like no courser than 800 to start, as yours is probably pretty close. I may even start with 1,000 as yours is probably within fractions of a thousandth if the bearing already goes on but doesn't slide. Go slow and check fit often. As we know It's easier to remove material than put it back. :-) ?You just want it slide, just. If you go too far then the spindle can move in the inner race and we don't want that. It's a time consuming process, lots of cleaning and testing for maybe only two or three rotations of the paper before cleaning and testing again but it's worth the time. You'll be able to set it perfectly.?
?
My second thing to check would be the lead screw and half nuts to see if there's a burr or anything causing irregular movement and adjust of the base, compound and cross slides. That may cause the ghost thread. You can check if it's from the compound or cross slides by locking them down tight with the gib adjustment screws and taking a test cut. I'm sure you know it's really a process of eliminating variables until you find which part is causing the problem and then addressing that part to eliminate the issue.?
?
Ryan
On Feb 9, 2025 at 10:23?AM -0500, Pierre-Raymond Rondelle via groups.io <pierreraymondrondelle@...>, wrote:

Ryan,

I'm not speaking of alignment accuracy that would mainly lead to a machine a taper instead of a cylinder but of runout of the chuck that is currently resulting in an irregular machined surface. And you're right in your rationale, telling that, depending on the location the machining is preformed, the effect is greater when the distance to the chuck is increased. I admit not having checked the conjunction of the bad surface with the distance from the chuck. I take note to do that during the final verification after fixing the trouble.

I don't also remember if I said this : the roughness is drastically improved as well by decoupling the gear train from the 40-teeth drive gear at the end of the spindle. This phenomenon lets me thinking that the two bearings aren't pre-constrained enough. I don't understand yet why the ghost thread it's close to the lead screw pitch (2mm). I gonna change the ratio of the gear train to check it.


On 08.02.25 21:38, Ryan H via groups.io wrote:
1/100mm is about .0003". Over what distance are you trying to maintain that? Just curious as it shouldn't be a problem on shorter lengths with everything properly adjusted and aligned especially the saddle and headstock. I may have missed where you said but if you're saddle travel isn't perfect you're not gonna get .0003" unless you work only in the "good" area of travel. Then the headstock has to be done but anyway...
?
The inner race of the inner bearing can be an interference fit on the spindle albeit very slight. Like tap it with a wooden hammer handle only to fully seat it.?
?
?The inner race of the outer bearing should be a very snug slip fit on the spindle. That race has to be able to slide just like on a vehicle. ?It's fairly time consuming process. ?Sounds like your spindle wasn't properly fit for the bearing. If it was the race would move so you can set it. I think you're first step is going to be to rectify that and from there you're going to be set on that part.


 

开云体育

Hello PR,
I found this image

This photo of a shaft clearly shows a stepped section near the shaft bearing area of the spindle.? If yours has a similar area, you will not win easily.
Did you disassemble and review yours lately for burrs or "out-of-round" tight tolerance problems to see why you can not create preload?

Good Luck in your solution....


On 2/9/2025 10:23 AM, Pierre-Raymond Rondelle via groups.io wrote:

On 08.02.25 21:38, Ryan H via groups.io wrote:
1/100mm is about .0003". Over what distance are you trying to maintain that? Just curious as it shouldn't be a problem on shorter lengths with everything properly adjusted and aligned especially the saddle and headstock. I may have missed where you said but if you're saddle travel isn't perfect you're not gonna get .0003" unless you work only in the "good" area of travel. Then the headstock has to be done but anyway...
?
The inner race of the inner bearing can be an interference fit on the spindle albeit very slight. Like tap it with a wooden hammer handle only to fully seat it.?
?
?The inner race of the outer bearing should be a very snug slip fit on the spindle. That race has to be able to slide just like on a vehicle. ?It's fairly time consuming process. ?Sounds like your spindle wasn't properly fit for the bearing. If it was the race would move so you can set it. I think you're first step is going to be to rectify that and from there you're going to be set on that part.



 

开云体育


PR, Here is another image

On 2/9/2025 10:23 AM, Pierre-Raymond Rondelle via groups.io wrote:


On 08.02.25 21:38, Ryan H via groups.io wrote:
1/100mm is about .0003". Over what distance are you trying to maintain that? Just curious as it shouldn't be a problem on shorter lengths with everything properly adjusted and aligned especially the saddle and headstock. I may have missed where you said but if you're saddle travel isn't perfect you're not gonna get .0003" unless you work only in the "good" area of travel. Then the headstock has to be done but anyway...
?
The inner race of the inner bearing can be an interference fit on the spindle albeit very slight. Like tap it with a wooden hammer handle only to fully seat it.?
?
?The inner race of the outer bearing should be a very snug slip fit on the spindle. That race has to be able to slide just like on a vehicle. ?It's fairly time consuming process. ?Sounds like your spindle wasn't properly fit for the bearing. If it was the race would move so you can set it. I think you're first step is going to be to rectify that and from there you're going to be set on that part.



 

开云体育


PR, Here is another image, perhaps the change in size of the shaft is interfering with the tightening of the nut and the outer stack of gears and spacers and aligning shaft keys?

Again, Good Luck!



On 2/9/2025 10:23 AM, Pierre-Raymond Rondelle via groups.io wrote:

On 08.02.25 21:38, Ryan H via groups.io wrote:
1/100mm is about .0003". Over what distance are you trying to maintain that? Just curious as it shouldn't be a problem on shorter lengths with everything properly adjusted and aligned especially the saddle and headstock. I may have missed where you said but if you're saddle travel isn't perfect you're not gonna get .0003" unless you work only in the "good" area of travel. Then the headstock has to be done but anyway...
?
The inner race of the inner bearing can be an interference fit on the spindle albeit very slight. Like tap it with a wooden hammer handle only to fully seat it.?
?
?The inner race of the outer bearing should be a very snug slip fit on the spindle. That race has to be able to slide just like on a vehicle. ?It's fairly time consuming process. ?Sounds like your spindle wasn't properly fit for the bearing. If it was the race would move so you can set it. I think you're first step is going to be to rectify that and from there you're going to be set on that part.



 

开云体育


PR Here is a last photo,
Maybe you have a stack up of plastic spacers that are flexing under momentary instantaneous load?? They seem to be tight, but they might flex and return to their tight look--lye to you about being tight?



On 2/9/2025 10:23 AM, Pierre-Raymond Rondelle via groups.io wrote:

On 08.02.25 21:38, Ryan H via groups.io wrote:
1/100mm is about .0003". Over what distance are you trying to maintain that? Just curious as it shouldn't be a problem on shorter lengths with everything properly adjusted and aligned especially the saddle and headstock. I may have missed where you said but if you're saddle travel isn't perfect you're not gonna get .0003" unless you work only in the "good" area of travel. Then the headstock has to be done but anyway...
?
The inner race of the inner bearing can be an interference fit on the spindle albeit very slight. Like tap it with a wooden hammer handle only to fully seat it.?
?
?The inner race of the outer bearing should be a very snug slip fit on the spindle. That race has to be able to slide just like on a vehicle. ?It's fairly time consuming process. ?Sounds like your spindle wasn't properly fit for the bearing. If it was the race would move so you can set it. I think you're first step is going to be to rectify that and from there you're going to be set on that part.



 

开云体育

Thanks Jon,

I don't think so because the two bearings are #30206 as per the drawing / BOM, please refer to the documents I sent with one or my first messages (2025 01 25). Apparently, there's no spacer in between.

All this needs to be checked while dismounting the headstock, of course, because it's not possible to 100% trust this kind of equipment nor the manual. I already noticed several errors.

have a nice day.


On 10.02.25 05:19, Jon Rus via groups.io wrote:

Hello PR,
I found this image

This photo of a shaft clearly shows a stepped section near the shaft bearing area of the spindle.? If yours has a similar area, you will not win easily.
Did you disassemble and review yours lately for burrs or "out-of-round" tight tolerance problems to see why you can not create preload?



 

开云体育

Thank you for your time.

I explored a lots of solutions, it seems that the reason is merely the tight adjustment of the left bearing on the arbor. The dismounting operations are going soon, When done, I'll send a report of what occurred.


On 10.02.25 05:59, Jon Rus via groups.io wrote:


PR Here is a last photo,
Maybe you have a stack up of plastic spacers that are flexing under momentary instantaneous load?? They seem to be tight, but they might flex and return to their tight look--lye to you about being tight?


 

开云体育

Ryan,
We're on the same wave length !
I already checked the lead screw for longitudinal deformation and else as well as the half nuts plus the whole alignment. I can't say that it's perfect because there are no centering pins but I didn't find any hard spot nor anything else to be relevant.
All the gears are made of steel, a bit noisy. The clearance adjustment (paper sheet of different thicknesses method) between spurs doesn't visually improve anything but taking away the first gear eliminates the ghost thread. At the moment, it might be the influence of the lead screw, amplified or not by the gear train or a kind of resonance of the whole gear train. As mentioned yesterday, different ratios need to be checked in priority. In addition, to suppress any doubt about the lead screw, I also have to check its decoupling from the last gear, all the other gears remaining connected to the spindle. Not an easy troubleshooting but a greasy one !
It came into my mind that if I use the compound, the slide being locked, there's no ghost thread but same amount of roughness. Also to be checked again, plus with more accuracy. The nature of the cutting tools may also impact the roughness. Comparison between carbide and HSS cutters with the same metal & speed.

Before all that, an FMECA written procedure, addressing two entries roughness and ghost thread, is mandatory !

For the rest, it's more or less what I'm intending to do. But, since it's a no-return operation, everything needs to be clarified before and the possible causes identified or eliminated.

I'm not in a hurry and, in //, I'm on a Quorn construction project, so all this work will probably take weeks or even months. I saved all the messages, which I'll respond when the job is done.


Thanks, Have a nice day.


On 09.02.25 21:17, Ryan H via groups.io wrote:

Gotcha. If it was me, I'd start with two things. First would be pulling the headstock apart and addressing the bearing adjustment problem. The inner race on the outer bearing needs to be able to slide on the spindle to set the preload. I did mine the old fashioned way like you'd polish engine crankshaft journals. If you haven't done that it done by bolting the spindle down firmly, wrapping sand paper around the spindle, wrapping a long shoelace or the like around the paper a few times and pulling the ends of the laces to turn the paper. There are probably YouTube videos that show what I'm describing. It works better than just trying to hand sand as it keeps pretty even pressure all the way around the part. If you decide to do it use fine grit paper, like no courser than 800 to start, as yours is probably pretty close. I may even start with 1,000 as yours is probably within fractions of a thousandth if the bearing already goes on but doesn't slide. Go slow and check fit often. As we know It's easier to remove material than put it back. :-) ?You just want it slide, just. If you go too far then the spindle can move in the inner race and we don't want that. It's a time consuming process, lots of cleaning and testing for maybe only two or three rotations of the paper before cleaning and testing again but it's worth the time. You'll be able to set it perfectly.?
?
My second thing to check would be the lead screw and half nuts to see if there's a burr or anything causing irregular movement and adjust of the base, compound and cross slides. That may cause the ghost thread. You can check if it's from the compound or cross slides by locking them down tight with the gib adjustment screws and taking a test cut. I'm sure you know it's really a process of eliminating variables until you find which part is causing the problem and then addressing that part to eliminate the issue.


 

How does thd plastic gear holdup over the years?
?
Dave?
?
On Sun, Feb 9, 2025 at 08:59 PM, Jon Rus wrote:

?
PR Here is a last photo,
Maybe you have a stack up of plastic spacers that are flexing under momentary instantaneous load?? They seem to be tight, but they might flex and return to their tight look--lye to you about being tight?
?
?
?
On 2/9/2025 10:23 AM, Pierre-Raymond Rondelle via groups.io wrote:
On 08.02.25 21:38, Ryan H via groups.io wrote:
1/100mm is about .0003". Over what distance are you trying to maintain that? Just curious as it shouldn't be a problem on shorter lengths with everything properly adjusted and aligned especially the saddle and headstock. I may have missed where you said but if you're saddle travel isn't perfect you're not gonna get .0003" unless you work only in the "good" area of travel. Then the headstock has to be done but anyway...
?
The inner race of the inner bearing can be an interference fit on the spindle albeit very slight. Like tap it with a wooden hammer handle only to fully seat it.?
?
?The inner race of the outer bearing should be a very snug slip fit on the spindle. That race has to be able to slide just like on a vehicle. ?It's fairly time consuming process. ?Sounds like your spindle wasn't properly fit for the bearing. If it was the race would move so you can set it. I think you're first step is going to be to rectify that and from there you're going to be set on that part.

?