Schaeffler Industrial Services Introduction to the SIS Training Program

When it comes to bearings, Schaeffler, together with our INA and FAG brands, has always been at the forefront of techno-logical innovation. Industry firsts, such as the development of the needle roller & cage assembly or the groundbreaking ball-grinding machine that is regarded as the foundation of the entire rolling bearing industry, have earned Schaeffler a unique distinction among the world’s great bearing companies.

Schaeffler Industrial Services (SIS) offers a comprehensive lineup of training courses to ensure that our customers get the best performance and longest life out of their rolling bearings and plain bearings. Taught by certified Schaeffler experts, these training courses range in scope from bearing basics to the principles of properly mounting & dismounting bearings to lubrication fundamentals and condition moni-toring. When appropriate, class size is limited to a handful of participants to guarantee that students get as much time as possible to engage in “hands-on” practice with the bear-ings and tools.

Benefits of SIS Training Courses• Reduces machinery downtime for greater productivity• Ensures bearings are properly mounted/dismounted• Increases bearing operating life• Gives your employees a better understanding of bearing

options (e.g., split bearings that can substantially reduce installation time)

Schaeffler Industrial ServicesOverview of Training Courses

Canada

Schaeffler Canada Inc.2871 Plymouth Drive Oakville, ON L6H 5S5 Tel: 905-829-2750 www.schaeffler.ca

USA

Schaeffler Group USA Inc.308 Springhill Farm Rd Ft Mill, SC 29708 Tel: 803-835-5845 Fax: 803-835-5820 www.schaeffler.us

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Bearing BasicsPrerequisite(s): NoneLocation: On-site at customer’s facilityDuration: 3 hoursRequired Materials: • Rolling Bearings Catalog (HR1)• Mounting & Dismounting of Rolling Bearings (WL 80 100)• Mounting & Maintenance of Rolling Bearings (IS1)• Lubrication of Rolling Bearings (TPI 176)Maximum Class Size: 30Course is Intended for:• Maintenance personnel (e.g. maintenance engineer,

procurement specialist for maintenance supplies, etc.)• Counter personnel at bearing distributors• Application engineers without prior bearing experience• Customer-service personnel with replacement parts-ordering

responsibilitiesCourse Covers:• Using Schaeffler catalogs to look up bearings• Basics of bearing kinematics• Types of bearings and their respective applications• Introduction to bearing failures and typical causes• ISO naming conventions• Proper installation and removal procedures• Removal and installation tools• Proper inventory management, bearing preservation and storage

procedures• Lubrication overview

Failure Analysis TrainingPrerequisite(s): NoneLocation: Fort Mill CorporateDuration: 2-days (8 hours/day)Required Materials:• Rolling Bearing Damage Book (WL 82 102)• Rolling Bearings Catalog (HR1)• Mounting and Dismounting of Rolling Bearings (WL 80 100)• Mounting and Maintenance of Rolling Bearings (IS1)• Lubrication of Rolling Bearings (TPI 176)

Maximum Class Size: 8Course is intended for:• Maintenance personnel (e.g. maintenance engineer,

procurement specialist for maintenance supplies, etc.)• Counter personnel at bearing distributors• Application engineers without prior bearing experience• Customer-service personnel with replacement parts-ordering

responsibilitiesCourse covers:• In-depth overview of failure modes• Proper methods for evaluating bearings• Metallurgical overview, microstructure and chemistry• Lubrication evaluation and overview

Mounting Star Roller BearingPrerequisite(s): Schaeffler Bearing BasicsLocation: On-site at customer’s facilityDuration: 4 hoursRequired Materials:• Mounting Star Stand• Straight Bore Kit with adaptor sleeve and SRB• Straight Bore Kit with deep grove ball bearing, induction heater

40, tri-section plate and puller.• Rolling Bearings Catalog (HR1)• Mounting and Maintenance of Rolling Bearings (IS1)• Mounting and Dismounting of Rolling Bearings (WL 80 100)• Radial Clearance Card (RADCARD)Maximum Class Size: 8Course is Intended for:• Maintenance personnel (e.g. maintenance engineer,

procurement specialist for maintenance supplies, etc.)• Counter personnel at bearing distributors• Application engineers without prior bearing experience• Customer-service personnel with replacement parts-ordering

responsibilitiesCourse Covers:• Hands-on installation practice for various bearing types and

methods• Tapered seat installation (withdrawal sleeve and adapter sleeve).• Measuring internal and bench clearances• Straight seat installation (induction heater installation and tri-

section adapter with hydraulic puller for removal)• Shaft and seat inspection• Measuring mating components

Mounting Star Tapered Roller BearingPrerequisite(s): Schaeffler Bearing BasicsLocation: On-site at customer’s facilityDuration: 2 hoursRequired Materials:• Taper Bearing Mounting Kit• Rolling Bearings Catalog (HR1)• Adjusting the Axial Clearance card (WL 80 210)• Mounting and Maintenance of Rolling Bearings (IS1)• Mounting and Dismounting of Rolling Bearings (WL 80 100)Maximum Class Size: 8Course is Intended for:• Maintenance personnel (e.g. maintenance engineer,

procurement specialist for maintenance supplies, etc.)• Counter personnel at bearing distributors• Application engineers without prior bearing experienceCourse Covers:• Basics of tapered roller bearing (TRB) installation• Calculating preload• Measuring stack height (pre-installation) and bench end play

(post-installation)• X & O orientation

Sine Bar TrainingPrerequisite(s): Schaeffler Bearing BasicsLocation: On-site at customer’s facilityDuration: 2 hoursRequired Materials: • Sine Bar Kit• 12:1 Taper Shaft• 30:1 Taper Shaft• Outside Mic Set• Pi Tape Measure• Rolling Bearings Catalog (HR1)Maximum Class Size: 8Course is Intended for:• Maintenance personnel (e.g. maintenance engineer,

procurement specialist for maintenance supplies, etc.)• Application engineers without prior bearing experienceCourse covers:• Proper shaft-inspection techniques• Measurement set-up and methodologies

Split Bearing TrainingPrerequisite(s): Schaeffler Bearing BasicsLocation: On-site at customer’s facilityDuration: 2 hoursRequired Materials:• Split Bearing Training Kit• FAG Split Spherical Roller Bearings Catalog (90/07/07)• Mounting and Dismounting of Rolling Bearings (WL 80 100)Maximum Class Size: 8Course is intended for:• Maintenance personnel (e.g. maintenance engineer,

procurement specialist for maintenance supplies, etc.)• Application engineers without prior bearing experienceCourse covers:• Proper removal of the solid bearing• Shaft and seat inspection• Measuring mating components• Hands-on installation practice

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