CAD Drawings
Power Transmission Distributors Association
Bearing Specialists Association
Western Association of Industrial Distributors

Mounting Instructions


Align the Set-Screws of the Bearings at Both Ends of Shaft

Mounting Instructions (Set-Screw)

1. Inspect the Shaft

  • Measure the shaft to ensure it is within recommended tolerances per Table 1
  • Check for any nicks or burrs that might prevent the bearing from sliding on the shaft easily
  • Clean the mounting surface, then apply a film of light weight oil

2. Place the Bearing on the Shaft

  • Do not hammer the bearing onto the shaft

3. Bolt the Housing to the Mounting Surface

  • The bearing and shaft must be aligned within 2°
  • Rotate the shaft to ensure it rotates smooth and freely
  • It is expected that plain washers will be used under mounting bolt heads to span the slot width

4. Align the Set-Screws of the Bearings at Both Ends of Shaft

  • See Figure 1

Alternate tightening of Set-Screws5. Alternate tightening of Set-Screws

  • Tighten set-screw "A" half of the recommended tightening torque (Figure 2)
  • Tighten set-screw "B" all the way to the recommended tightening torque (Figure 2) per Table 2
  • Go back to set-screw "A" and tighten it all the way to the recommended tightening torque with a variable torque wrench per Table 2

Recommended Shaft Tolerances:

Table 1
Inch Size Shafting Metric Size Shafting
Shaft Diameter up to 1-15/16"
Nominal to - 0.0005"
Shaft Diameter up to 45 mm
Nominal to - 0.013 mm
Shaft Diameters 2" to 4-7/16"
Nominal to - 0.0010"
Shaft Diameters 50 mm to 140 mm
Nominal to - 0.025 mm

Recommended Tightening Torque of Set-Screws:

Table 2
Applicable Bearing # Recommended Tightening Torque (in-lb)
Zone Hardened Inner Ring Through Hardened Inner Ring
- - - - B1-3 - 21
- - - - B4 22 -
MUC201-206 UC201-203 UC305-306 UCX05 - - 35
- UC204-206 - - B5-6 43 -
MUC207-209 - UC307 UCX06-X08 - - 74
- UC207-209 - - B7-8 104 -
MUC210-213 - UC308-309 UCX09-X12 - - 143
- UC210-213 - - - 208 -
- UC217-218 UC310-316 UCX13-X18 - - 247
- UC214-216 - - - 347 -
- - UC317-324 UCX20 - - 590
- - UC326-328 - - - 998

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Mounting Instructions (Eccentric Locking Collar)

1. Inspect the Shaft

  • Measure the shaft to ensure it is within recommended tolerances per Table 1
  • Check for any nicks or burrs that might prevent the bearing from sliding on the shaft easily
  • Clean the mounting surface, then apply a film of light weight oil

2. Place the Bearing on the Shaft

  • Do not hammer the bearing onto the shaft

3. Bolt the Housing to the Mounting Surface

  • The bearing and shaft must be aligned within 2°
  • Rotate the shaft to ensure it rotates smooth and freely
  • It is expected that plain washers will be used under mounting bolt heads to span the slot width

4. Fasten the Unit to the Shaft

  • Place the eccentric locking collar on the track of the inner bearing ring
  • Rotate the collar by hand in the direction of rotation until the eccentric cam is engaged
  • Insert a drift pin or straight punch in the hole on the O.D. of the collar "A" and strike with a small hammer to positively engage the collar
  • Tighten the set screw "B" to the recommended tightening torque per Table 2 to hold the collar in the engaged position

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Eccentric Locking CollarRecommended Shaft Tolerances:

Table 1
Inch Size Shafting Metric Size Shafting
Shaft Diameter up to 1-15/16"
Nominal to - 0.0005"
Shaft Diameter up to 45 mm
Nominal to - 0.013 mm
Shaft Diameters 2" to 4-7/16"
Nominal to - 0.0010"
Shaft Diameters 50 mm to 140 mm
Nominal to - 0.025 mm

Recommended Tightening Torque of Set-Screws:

Table 2
Applicable Bearing # Recommended Tightening Torque (in-lb)
UG204-205 KH201-205 KHR201-205 43
UG206 KH206 KHR206 104
UG207-210 KH207-210 KHR207-210 208
UG211-212 KH211 KHR211 234

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Mounting Instructions (Accu-Loc)

1. Inspect the Shaft

  • Measure the shaft to ensure it is within recommended tolerances per Table 1
  • Check for any nicks or burrs that might prevent the bearing from sliding on the shaft easily
  • Clean the mounting surface, then apply a film of light weight oil

2. Place the Bearing on the Shaft

  • Do not hammer the bearing onto the shaft

3. Bolt the Housing to the Mounting Surface

  • The bearing and shaft must be aligned within 2°
  • Rotate the shaft to ensure it rotates smooth and freely
  • It is expected that plain washers will be used under mounting bolt heads to span the slot width

4. Fasten the Unit to the Shaft

  • Place the locking collar on the tangs of the inner bearing ring with the chamfered corner on the bore of the collar toward the bearing. The collar is stamped with the word "FRONT" this should be facing away from the bearing and readable to the installer.
  • Tighten the capscrew to the recommended tightening torque per Table 2 using a variable torque wrench

Accu-LocRecommended Shaft Tolerances:

Table 1
Inch Size Shafting Metric Size Shafting
Shaft Diameter up to 1-15/16"
Nominal to -0.0005"
Shaft Diameter up to 45 mm
Nominal to - 0.013 mm
Shaft Diameters 2" to 4-7/16"
Nominal to - 0.0010"
Shaft Diameters 50 mm to 140 mm
Nominal to - 0.025 mm

Recommended Tightening Torque of Accu-Loc Collar Capscrews:

Table 2
Applicable Bearing # Recommended Tightening Torque (in-lb)
Black Oxide Finish Kanigen Corrosion Resistant
UE204-206 70 30
UE207-208 90 45
UE209 90 -
UE210-211 180 -
UE212 400 -

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Mounting Instructions (Adapter Sleeve)

Bearing units with adapter sleeves permit wider shaft tolerances and can be used in applications where vibration and shock is heavy, as this locking device has superior holding power over all other types.

1. Inspect the Shaft

  • Measure the shaft to ensure it is within recommended tolerances per Table 1
  • Check for any nicks or burrs that might prevent the bearing from sliding on the shaft easily
  • Clean the mounting surface, then apply a film of light weight oil

2. Mount the Adapter Sleeve

  • Slide the adapter sleeve onto the shaft with the threads on the sleeve facing the outboard side
  • Position the sleeve at the approximate location of the bearing centerline

3. Mount the Bearing

  • Apply a light coating of oil on the outside diameter of the sleeve and threads
  • Starting with the large end of the bearing bore, slide the bearing onto the adapter sleeve so that the taper of the bearing matches the taper of the sleeve

4. Bolt the Housing to the Mounting Surface

  • The bearing and shaft must be aligned within 2°
  • Rotate the shaft to ensure it rotates smooth and freely
  • It is expected that plain washers will be used under mounting bolt heads to span the slot width

5. Install the Locknut and Lockwasher

  • Slide the lockwasher on the adapter sleeve with the inner prong of the lockwasher pointing toward the bearing
  • Install the locknut on the threads of the adapter sleeve with the chamfered face toward the bearing
  • Tighten the locknut using a spanner wrench to the recommend torque specifications per Table 2
  • Find a lockwasher tang "A" nearest to one of the slots "B" in the locknut. If a slot does not line up with one of the tangs on the lockwasher, back off the locknut until one does
  • Bend the tang of the lockwasher into the slot of the locknut. This will retain the correct position of the locknut

Adapter SleeveRecommended Shaft Tolerances:

Table 1
Inch Size Shafting Metric Size Shafting
Shaft Diameter up to 1-15/16"
Nominal to - 0.0020"
Shaft Diameter up to 45 mm
Nominal to - 0.050 mm
Shaft Diameters 2" to 4-7/16"
Nominal to - 0.0030"
Shaft Diameters 50 mm to 140 mm
Nominal to - 0.075 mm

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Recommended Tightening Torque of Adapter Sleeve Locknut:

Table 2
Applicable Bearing #
(Normal Duty)
Normal Load Application (ft-lbs) Heavy Load Application (ft-lbs)
min max min max
UK205 11 22 14 29
UK206 14 29 22 43
UK207 22 43 36 72
UK208 29 58 43 87
UK209 29 58 43 87
UK210 36 72 54 108
UK211 51 101 76 152
UK212 72 145 105 210
UK213 80 159 119 239
UK215 94 188 134 268
UK216 116 231 170 340
UK217 148 297 217 434
UK218 177 354 260 521
Applicable Bearing #
(Medium Duty)
min max min max
UKX05 14 29 25 51
UKX06 25 51 36 72
UKX07 29 58 43 87
UKX08 36 72 54 108
UKX09 43 87 65 130
UKX10 58 116 87 174
UKX11 76 152 112 224
UKX12 87 174 130 260
UKX13 119 239 174 347
UKX15 141 282 203 405
UKX16 166 333 246 492
UKX17 203 405 304 608
UKX18 231 463 347 694
UKX20 333 665 492 984
Applicable Bearing #
(Heavy Duty)
min max min max
UK305 14 29 22 43
UK306 22 43 33 65
UK307 29 58 43 87
UK308 40 80 58 116
UK309 54 108 80 159
UK310 72 145 112 224
UK311 90 181 130 260
UK312 112 224 166 333
UK313 130 260 195 391
UK315 184 369 260 521
UK316 217 434 325 651
UK317 260 521 383 767
UK318 297 593 448 897
UK319 347 694 521 1042
UK320 434 868 600 1201
UK322 448 897 890 1779
UK324 593 1186 1049 2098
UK326 723 1447 1302 2604
UK328 1049 2098 1555 3110

NOTE: Heavy load application is when the radial load is greater than 30% of the bearings dynamic load capacity.

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