Whittet Higgins BL-09 Bearlok Precision Retaining Devices Instructions

June 27, 2024
Whittet Higgins

Whittet Higgins BL-09 Bearlok Precision Retaining Devices

Specifications:

  • Product Name: BEARLOK Precision Retaining Devices
  • Ideal Tools: Hex wrench, Torque screwdriver or torque wrench with hex driver, BLAS Assembly Socket or Whittet-Higgins PAS Spanner Wrench for preloading bearing

Product Usage Instructions

Check BEARLOK Adjustable Retaining Device:
Make sure the BEARLOK ring is squarely seated on the BEARLOK nut. If not, follow these steps:

  1. Loosen the cap screws.
  2. Seat the ring with light finger pressure.
  3. Retighten the cap screws into the ring until resistance occurs.

Assemble BEARLOK onto Shaft Threads:
Ensure BEARLOK threads are fully engaged for their full length to prevent distortion during tightening. Do not bring the BEARLOK against the bearing components as it must rotate on the shaft threads.

Adjust and Preload BEARLOK:
Use a Whittet-Higgins BEARLOK Assembly Socket or a suitable tool to adjust and preload the BEARLOK against the retained components. Ensure the tool engages the slots in the BEARLOK body section for accurate assembly.

Tightening Torque:
Set the torque screwdriver or wrench to the specified tightening torque listed in Table 1 below. Ensure the hex driver of the torque tool is fully engaged straight in the screw socket before applying torque.

Final Checks:
Double-check the torque reading on each cap screw to ensure proper and effective assembly is completed.

FAQ:

Q: What are the torque specifications for different BEARLOK sizes?
A: Refer to Table 1 below for the torque specifications based on BEARLOK size.

Table 1 – Torque SpecificationsBEARLOK Size CAP SCREW Torque In-lb.
BL02-BL03 M3 17
BL04-BL08 M4 24
BL09-BL13 M5 35
BL14 M6 70
Whittet-Higgins Company

BEARLOK PRECISION RETAINING DEVICES INSTALLATION INSTRUCTIONS FOR 4 SCREW BEARLOKS

Ideal Tools:

Hex wrench

  • Torque screwdriver or torque wrench with hex driver
  • BLAS Assembly Socket or Whittet-Higgins PAS Spanner Wrench for preloading bearing

Assembly instructions

  1. Check the BEARLOK adjustable retaining device. Make sure the BEARLOK ring is squarely seated on the BEARLOK nut.
    If not, loosen the cap screws, seat the ring with light finger pressure, and retighten the cap screws into the ring until resistance occurs.

  2. Assemble the BEARLOK onto the shaft threads so the BEARLOK threads are fully engaged for its full length. FAILURE TO DO THIS WILL DISTORT THE BEARLOK DURING TIGHTENING AND PREVENT PROPER ASSEMBLY. Do not bring the BEARLOK against the bearing components as it must be able to rotate on the shaft threads.

  3. Centralize the BEARLOK retaining device relative to the shaft thread by tightening each cap screw 1/6 turn (one flat) with the hex wrench in an alternating sequence (see figure 1). Initially, the #3 and #4 screws may become loose because of the pressure load placed on the #1 and #2 screws. Rotate the BEARLOK back and forth on the external thread through about 45 degrees to check for a slight drag. If no drag is felt, repeat this process (beginning again with the #1 screw) until the BEARLOK rotates with a drag. Note that this process will have to be repeated more than once depending on shaft pitch diameter and thread size.

  4. Now the centralized and best-balanced BEARLOK adjustable retaining device can be adjusted and/or preloaded against the adjoining retained components. This is done with a Whittet-Higgins BEARLOK Assembly Socket or your design of tool. For accurate and effective assembly, ensure that the tool engages the slots in the BEARLOK body section and not just the ring slots.

  5. After the assembled components are correctly adjusted in position, secure the BEARLOK by tightening the cap screws using a torque screwdriver or torque wrench. Follow the same procedure as in sequence 3 above, tightening the screws 1/6 turn (one flat of the wrench) at a time in alternating sequence. You will not reach the maximum torque the first time. Repeat the tightening sequence until the torque on screw #1 is up to or slightly less than the maximum cap screw torque (from table 1)
    Finish torquing screws #2-#4 and repeat the tightening sequence twice more. Do not overtighten any one screw for it may distort the balance.
    Be sure the torque screwdriver or wrench is properly calibrated and set to the tightening torque listed in Table 1 below.
    Be careful that the hex driver of the torque tool is fully engaged straight in the screw socket before applying torque.

  6. Double check the torque reading on each cap screw. If accurate, a proper and effective assembly is now completed

Whittet-Higgins-BL-09-Bearlok-Precision-Retaining-Devices-
FIG-1

Whittet-Higgins Company

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