ICTD International Centre for Training and Development

Bearing Root Cause Failure Analysis

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About the course

This course is designed is to provide pertinent information and practical insight to the participants for improving the performance of rolling element bearings, which then enhances the reliability of rotating equipment. The course is designed for participants to understand the functions of bearings in relation to rotating equipment, its installation, its performance and to know the major signals/symptoms of Bearing failure. A basic understanding of the principles and practices of predictive maintenance is also covered. Participants can use the skills and knowledge gained in this course to: Minimize bearing failures in equipment thus reducing downtime and cost; Perform regular preventive maintenance on equipment’s; and Quickly respond to bearingrelated equipment and system failures. The course discusses the modes of failure of bearings in equipment’s root cause analysis, how to check root cause and what methods available to eliminate them for the future.

Course Objectives

At the completion of the course, participants will understand:

  • Types of Bearings.
  • The functions of a bearing in rotating machines.
  • The factors effecting the performance of rolling element bearings
  • Bearing mounting and dismantling procedures.
  • Shaft alignment and how to correct for misalignment. Bearing Inspection methods
  • Causes of bearing failure.
  • Identify the symptoms of bearing trouble and describe how to remedy each situation.
  • Shaft alignment, compensation for misalignment.
  • Root cause and Failure analysis.
  • Installation care and precaution.
  • Selection of lubricants.
  • Replacement procedures.
  • Tools for servicing.

Course Outline


Construction of bearing, components and their functions, Material of construction, Bearing design for misalignment compensation, Ball screw – for precision machines, Bearing life by design.

Causes of failure

Root cause analysis, Why do bearing fail, Bearing failure stages, Bearing defect frequencies, Displaying fault frequencies, Types of wear, Major signals of Bearing failure, Methods of Failure analysis, Acceleration enveloping signal processing, Standard acceleration and velocity measurement setup, Failure prevention methods, Introduction to noise and vibration analysis, Introduction to thermography, Ultrasonic level 1, level 2

Preventive, Predictive maintenance

Purpose of maintenance, Scheduling of bearing maintenance, Proactive reliability maintenance programs, Comprehensive Bearing maintenance, Improving reliability of Bearings in the system, Bearing Maintenance and Service, Bearing reliability, Failure prevention methods.

Corrective actions, Servicing and checks

Misalignment, Thrust setting, Setting radial play, Safety precautions that are essential for working, Additional bearing mounting methods, Internal Clearance, Setting Internal Clearance on Spherical Roller Bearings, Bearing Maintenance, Bearing Seals

Bearing Selection

Bearing selection criteria for machine application, Type of machine – Low speed, Medium speed, High speed, Type of machine - Heavy non precision , Light Precision, Slides and Spindle movements.


General principles of plain-bearing installation, Inspection of bearings before fitment, Knowledge of tools and equipment’s, Following manufacturer’s recommendations

Monitoring Bearing performance

Methods of checking soundness of bearing, Bearing history records for future, Performance monitoring procedure, Monitoring equipment’s

Tools and service equipment’s

Types of tools used for bearing fitment, Procedure for bearing removal ,Types of tools used for bearing removal, Types of bearing fitness tests and records for future

Who should attend

The course is ideally suited for Maintenance Engineers, Service Engineers, Operations staff, and Machine repair persons from any industry using rotating equipments. It is recommended for Managers and Engineers responsible for bearing performance and reliability. Rotating equipment engineers, reliability engineers, millwrights, mechanics, maintenance supervisors and anyone interested in rolling element bearing and rotating equipment performance will find it useful.

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