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A very important requirement besides using the suitable mounting or dismounting tool is to make sure these tools are clean and the whole operation can be carried out in clean working environment. If this is not fulfilled, the impuritues have decisive influence on the bearing behaviour in operation and can also cause bearing breakdown. In the same way the cleanliness conditions must be fulfilled by the preparation of all lubricating means and components connected with the arrangement.
New bearings are preserved by manufacturer with preservatives which need not be removed before mounting. Bearings should be taken out just before mounting. Rarely the preservative is removed from the bearing. For this operation are used:
- gas with 5 to 10% oil additive
- benzol
- diesel fuel
- water-free oil

After washing the bearing should be oiled, preserved from pollution and mounted as soon as possible.
Before mounting, the seating surfaces dimensions should be checked for cleanliness or damage.

Mounting of Bearings with Cylindrical Bore

Bearings with cylindrical bore are mounted on the shaft at room temperature or heated. Dimensionally smaller bearings are mostly mounted at room temperature.
The force necessary for mounting is reached by hammer blows or more suitably by press. In both cases mounting jig is used. At mounting it is not permissible to transfer the mounting force through rolling elements. That is why the jig must always be placed on the ring or both rings being mounted while the mounting force is acting.
Heat mounting is used for greater bearings whose rings are fitted with a greater interference. Maximum heating temperature of the bearing is 100 °C.

Mounting of Bearings with Tapered Bore

Bearings with a tapered bore are mounted on the shaft by means of adapter or withdrawal sleeves or are seated directly on the tapered journal. Reliable mounting is reached either by pressing the inner ring by a nut, or by sufficient inserting of the sleeve. In both cases the inner ring expands and bearing radial clearance decreases.
When mounting double row self aligning ball bearings the adapter sleeve nut can be tightened, but only to such an extent that the outer ring can be easily turned and swivelled.
A double row spherical roller bearing is mounted with a greater interference. Mounting reliability is checked according to radial clearance reduction by means of feeler gauges or measuring the axial displacement of the inner ring on the journal or tapered sleeve. Initial position for measuring this displacement is reached, when the contact surfaces (of the ring, sleeve, shaft) seat on each other on the whole seating surface. Values for mounting double row spherical roller bearings with tapered bore are shown in table 38.