Shandong Dingsai Bearing Co.,Ltd.

​General Technical Requirements for Rolling Bearings

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    Introduction

    Rolling bearings are one of the most widely used components in mechanical systems. They serve as essential elements in equipment ranging from automotive engines and industrial gearboxes to wind turbines and precision instruments. Because bearings play such a critical role in machinery performance and reliability, a set of well-defined technical requirements is necessary to ensure that a bearing is truly qualified for use, especially for an automobile bearing factory supplying high-volume and safety-critical applications.


    These requirements cover the selection of materials, heat treatment processes, dimensional accuracy, mechanical performance, and additional quality factors such as surface finish, vibration levels, cleanliness, and packaging.


    In this article, we explore the general technical requirements that define a high-quality rolling bearing, explain how these requirements are verified, and illustrate why they matter in real-world applications across different types of bearings used in automobiles and industrial equipment.


    Material and Heat Treatment Requirements

    rolling bearing material and heat treatment requirements

    The foundation of any high-performance rolling bearing begins with the material from which it is made and how that material has been processed. The steel used in bearing manufacture must possess excellent mechanical properties such as high hardness, good wear resistance, and stable microstructure. High carbon chromium bearing steel is the most commonly used material due to its balance of toughness and hardness. In some applications where surface wear resistance is required, carburizing steels may be employed.

    To ensure a material is suitable, raw steel is first tested for its chemical composition and physical properties. It is crucial that the steel meets specifications for elements such as carbon, chromium, manganese, and silicon. Once the material is confirmed, a carefully controlled heat treatment process follows. Common processes include quenching and tempering, which refine the steel’s microstructure and help achieve the desired hardness.

    During and after heat treatment, several checks are performed:

    • Hardness Testing: Ensures that the bearing races and rolling elements reach the required hardness level.

    • Microstructure Analysis: Verifies the internal grain structure is uniform and free from defects such as cracks, soft spots, or excessive carbides.

    • Decarburization Control: Confirms that the surface layer has not lost carbon, which can weaken bearing performance.

    • Effective Hardened Layer Depth: For carburized bearings, this measurement ensures the hardened case is deep enough to resist fatigue during operation.

    National standards such as GB/T 3203 (Technical Conditions for Carburizing Bearing Steel) and GB/T 18254 (High Carbon Chromium Bearing Steel) set limits and testing methods that manufacturers must follow. These standards ensure that the material and the heat treatment deliver consistent mechanical properties that will support reliable performance over the life of the bearing.

    Dimensional Tolerances and Internal Clearance

    Once the material and heat treatment criteria are satisfied, the next critical set of requirements concerns dimensional precision, tolerances, and internal clearances. Rolling bearings must be manufactured with tight dimensional control because even small deviations can lead to misalignment, increased friction, vibration, and premature failure.

    Bearings are defined by internal and external measurements such as inner diameter, outer diameter, and width. Each of these dimensions must fall within strict tolerance limits. In addition:

    • Radial Run-Out: Measures how true the inner and outer rings rotate under no load. Excessive run-out can cause uneven load distribution.

    • Axial Run-Out: Checks how much the inner ring moves side-to-side relative to the outer ring.

    • Concentricity: Confirms that the inner and outer rings share the same central axis.

    • Internal Clearance: Refers to the small amount of free space between rolling elements and raceways within the bearing. It affects how the bearing behaves under load and at different temperatures.

    Standards such as GB/T 307.1 (Tolerance for Rolling Bearings) and GB/T 4604 (Radial Internal Clearance) provide the framework for how these measurements are carried out and the acceptable limits for each nominal bearing size and precision class.

    Correct dimensional tolerance and clearance not only assure smooth rotation but also optimal load distribution. This results in reduced vibration, lower noise levels, and prolonged bearing life — all desirable traits for bearings in critical systems.

    Surface Quality and Performance Characteristics

    rolling bearing surface quality and performance characteristics

    In addition to material and dimensional checks, bearings undergo a series of tests that evaluate performance-related characteristics. These characteristics determine how a bearing will behave under actual operating conditions, and they include surface finish, rotation smoothness, vibration and noise levels, and cleanliness.

    A bearing’s surface finish — especially on the raceways and rolling elements — significantly influences friction, lubrication retention, and wear resistance. A polished surface reduces friction, conserves lubricant, and delays the onset of fatigue.

    Another performance indicator is rotational flexibility. A properly manufactured bearing should turn smoothly by hand without catching, binding, or feeling uneven resistance. Any abnormality during this simple test can indicate imperfections in the raceways or rolling elements.

    Vibration and noise tests are particularly important in applications such as electric motors, machine tools, and automotive systems. Bearings generate vibration signatures that can be measured in terms of speed (velocity) and acceleration. Excessive vibration usually points to internal defects, incorrect clearances, or surface irregularities. Standards such as JB/T 5313 and JB/T 5314 describe the methods for vibration measurement and the criteria bearings must satisfy.

    Cleanliness is another crucial aspect. Contaminants such as metal shavings, dirt, or oil residue inside a bearing can cause rapid wear and failure. Manufacturers often perform particle count tests and other cleanliness assessments to ensure that bearings meet strict cleanliness grades before shipment.

    Residual magnetism is also checked, especially for bearings destined for precision equipment where magnetic fields can interfere with performance.

    Finally, bearings are visually inspected for surface defects, marking clarity, and packaging integrity. Clear, accurate labeling assists with traceability and inventory management, while appropriate packaging prevents rust and mechanical damage during transportation and storage.

    Standards and Inspection Rules

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    The technical requirements for rolling bearings are codified in a combination of national standards (GB/T) and industry standards (JB/T). These standards provide clear rules for material quality, dimensional tolerances, measurement methods, performance criteria, and acceptance testing.

    Some key standards include:

    • GB/T 307.1 — Tolerances for Rolling Bearings

    • GB/T 307.2 — Measurement and Inspection Principles

    • GB/T 307.3 — General Technical Rules for Rolling Bearings

    • GB/T 307.4 — Tolerances for Thrust Bearings

    By adhering to these standards, bearing manufacturers ensure that their products are consistent, reliable, and interchangeable. Many of these standards are also aligned with ISO international specifications, allowing bearings to be used globally without performance uncertainty.

    Conclusion — Why These Requirements Matter

    Rolling bearings are small components, but they perform under demanding conditions. Whether supporting heavy radial loads in industrial gearboxes or enabling smooth rotation in precision instruments, bearings must meet high technical standards to ensure reliable operation.

    Detailed checks on material properties, dimensional accuracy, internal clearances, surface quality, vibration levels, cleanliness, and packaging help deliver bearings that perform as expected. For users, these technical requirements translate into:

    • Improved machine reliability

    • Reduced maintenance and downtime

    • Lower operating noise and vibration

    • Extended service life

    In some cases, rolling bearings may be designed with unique specifications to meet the special needs of specific equipment. In such situations, custom technical standards may be developed and used to guide production and acceptance testing.

    At its core, the goal of all technical requirements is to eliminate uncertainty and ensure that every bearing can reliably support its intended application — whether in everyday machinery or in specialized industrial systems.

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