toroidal roller bearings

Industry Insights

Toroidal Roller Bearing (CARB-type)

Selection, Failures, Fixes & Coatings

What Is a Toroidal Roller Bearing (CARB-type)?

A single-row roller bearing with toroidal raceway geometry that provides self-alignment and axial displacement (float) in one unit. It carries high radial load while letting the ring slide axially to absorb thermal growth. It is intended as the non-locating support—not for axial location or sustained axial load.

Typical uses: long shafts with thermal expansion (paper/steel mills, dryers), motors/generators, gearboxes and couplings where misalignment + float are needed, heavy industrial drives.

Selection Cheatsheet (Float, Alignment, Pairing, Environment)

  • Use as the free end: CARB-type handles both misalignment and axial float—ideal where thermal growth is large.
  • Pair correctly: Provide a locating bearing at the other support; do not try to “locate” with CARB.
  • Respect limits: Verify allowable misalignment and total axial travel at operating temperature.
  • Housing design: Seats must not block axial slide; avoid shoulders/clamps that trap a ring.
  • Environment: Plan sealing/deflection; validate grease/oil chemistry (cleaners, moisture, dust).
  • Surface treatments: Use for corrosion/fretting/abrasion; control thickness so float/clearance geometry remains in spec.

Environment → Attributes Matrix

Environment Material / Coating Position / Function Fits / Mounting Sealing Lubricant
Long shafts (motors/generators) Low-roughness raceways; optional corrosion-resistant surfaces CARB at free end; locating bearing on opposite end Interference on rotating ring; seats free for axial slide Labyrinths or shields Grease or oil mist depending on speed/heat
Paper/steel mills (heat & misalignment) Through-hardened surfaces; wear/corrosion-resistant coatings Free end (float + alignment) Robust shoulders; verify misalignment within limits Deflectors + debris guards Filtered circulating oil preferred for heat removal
Washdown / Food Chromium-family or Ni-P (validated); tight thickness control Free end; ensure float isn’t blocked by seals/shims Check post-coat geometry; confirm axial travel Contact seals + external deflectors; protect lips from jets NSF H1 grease validated vs. cleaners & temp
Abrasive / Dusty Hard, low-roughness surfaces; micro-textures optional Free end; avoid axial trapping from shields/guards Interference on rotating ring; shoulder geometry controlled Labyrinths + deflectors; purge paths Grease with sealing behavior; set purge intervals
High-speed, moderate load Precision raceways; controlled cage Free end; verify dn and heat rise Alignment & runout controls to avoid edge contact Low-drag shields or non-contact sealing Low-bleed grease or oil (mist/air-oil)

Common Failures & Diagnostics

Rapid Triage

1) Axial Float Blocked (trapped ring)

Symptoms

Rising temperature with thermal growth, axial marks at seats, noisy operation.

Likely causes

Shoulders/shims or seals clamp a ring; coating thickness reduced clearance; wrong locating scheme.

Checks

Confirm which end is locating; measure free axial travel cold/hot; inspect for mechanical stops.

Non-coating actions

Remove traps; redesign seats/seals; relocate locating function to the other end.

When surface treatments help

Not a primary fix—geometry/function first.

2) Misalignment Beyond Rating (edge contact)

Symptoms

Edge spalling on raceways, heat, reduced life.

Likely causes

Support deflection, bent shaft, housing distortion exceeds bearing limit.

Checks

Measure misalignment; blue check contact pattern; verify mounting rigidity.

Non-coating actions

Increase stiffness; reduce misalignment; ensure correct series selection.

When surface treatments help

Secondary—won’t correct geometry; can reduce scuffing once alignment is within limits.

3) Seat Creep / Micro-Slip

Symptoms

Polished bands or dark oxide at ring seats; positional drift.

Likely causes

Insufficient interference on rotating ring; vibration; thermal cycling.

Checks

Fits vs. catalog; surface finish; witness marks; temperature profile.

Non-coating actions

Increase interference; improve finishes; add mechanical locks.

When surface treatments help

Not a primary fix—address fit first.

4) Lubrication Starvation / Smearing

Symptoms

Smear marks, rising temperature, discoloration.

Likely causes

Viscosity too low at operating temp; grease channeling; high seal drag.

Checks

Viscosity index; relube interval; flow path to contact zone.

Non-coating actions

Increase viscosity or move to oil/air-oil; reduce drag; improve flow.

When surface treatments help

Low-roughness/micro-textured chrome can reduce scuffing once film is adequate.

5) Contamination / Abrasive Wear

Symptoms

Gritty feel, debris, accelerated wear.

Likely causes

Ingress via inadequate sealing/deflection; poor filtration; wash jets at seals.

Checks

Ingress routes; seal condition; filter analysis.

Non-coating actions

Upgrade sealing/labyrinths; improve filtration; purge plans.

When surface treatments help

Hard, low-roughness surfaces extend life once contamination is controlled.

Corrosion, Lubricity, Dimensional Stability

Apply coatings for surface-driven issues (corrosion, fretting, abrasion). Coatings don’t replace the correct free-end/locating scheme, float clearance, or alignment.

Concern What it means Non-coating controls (first) When coatings help Notes
Corrosion resistance Protect raceways and seats from rust in wet/caustic service Seals/deflectors; jet management; compatible grease; drying Thin dense chrome, micro-cracked chrome, Ni-P (validated) Re-measure geometry; confirm float isn’t reduced by thickness
Lubricity Stable film under line contact and misalignment Viscosity @ temp; adequate flow; minimize seal drag Low-roughness or micro-textured chrome reduces smearing Coatings complement—not replace—lubrication strategy
Dimensional stability Maintain ID/OD/runout so misalignment & axial travel remain within limits Verify free-end travel cold/hot; avoid axial traps; control fits Controlled-thickness coatings; check after processing Small thickness shifts can affect available float

Fits, Seating & Float (Quick Rules)

  • Rotating ring = interference; stationary ring may be slip. Control finish and shoulder geometry.
  • Do not clamp axially: seats/seals must not trap the ring—preserve axial travel in both directions.
  • Pair with a locating bearing at the opposite end; CARB is the free-end only.
  • After coatings: re-measure bore/OD/runout; confirm axial travel and misalignment capacity remain within limits.

Frequently Asked Questions

Case Snapshots

  1. Paper machine dryer section — Thermal bind at expansion end.
    Actions: replaced CRB free-end with CARB-type; cleared axial traps; switched to circulating oil.
    Outcome: temperature drop ~15 °C; alignment stabilized; fewer interventions.
  2. Generator drive — Edge spalling from misalignment.
    Actions: moved free end to CARB-type; verified misalignment within rating; added labyrinth seals.
    Outcome: spalling eliminated; MTBF increased.
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