Mounting Methods (Part 4 of 4): Tapered Adapter Sleeve

(This is the fourth and final installment of a four-part series examining the Four Shaft Attachment Methods for Mounted Ball Bearings…)

tapered adapter sleeve image.jpg

PTI offers all four (4) shaft locking mechanisms for mounted (aka “housed”) ball bearings:

  1. Setscrew Locking
  2. Eccentric Locking Collar
  3. Concentric Clamp Collar
  4. Tapered Adapter Sleeve

tapered adapter closeup.png

Let’s examine the fourth option: PTI GSH and UK series mounted ball bearings have a tapered bore and are secured to the shaft using a tapered adapter assembly. GSH and UK series tapered adapter assemblies consist of a tapered adapter sleeve, a lock washer and a lock nut. As the adapter is tightened using a spanner wrench, the adapter is drawn through the bearing and tightened to the shaft. Because the contact of the bearing is evenly distributed around the shaft, it provides the most concentric/ideal fit. Read on to learn more…


tapered adapter sleeve contact points explained.jpg

  • Easy to Install
  • Concentric Grip to the Shaft
  • Provides a More Balanced Fit, Ideal for Medium to High Speeds

*Note: This bearing has the highest purchase price and will take the longest to install, but allows for minimal shaft damage and highest possible speeds with the least amount of vibration.

Starts at 04:55

  • Slide the assembly onto the shaft
  • Hold-down bolts for adapter mounted units should be tightened after the bearing is locked to the shaft
  • Snug locking nut by hand on each bearing noting the hold-down bolt hole position.
  • Once positioned into place, tighten the adjusting nut, drawing the adapter through the bearing clamping down onto the shaft
  • Check mounting bolt holes to insure adequate bolt clearance will remain after tightening.
  • Reposition the bearing if necessary.
  • Take care to ensure the locknut is not overtightened, as this can eliminate the bearing internal clearance, resulting in premature bearing failure
  • Tighten to the proper torque per Chart 3 below (from our Mounted Ball Bearing Installation Manual)
  • Re-check hold down bolts after 24 hours of operation to insure nothing has loosened. This check should become part of periodic maintenance including re-lube intervals

chart 3.png

  • When tightening, the axial movement of the bearing will be less than 1/32” if starting from a snug position
  • Flange Bearings may require a shim behind the flange if a gap remains after mounting to avoid bearing pre-load.
  • L10 Life = the expected life of the bearing under normal conditions. Factors affecting bearing life include temperature, ambient conditions (presence of moisture, dust, dirt and other contaminants) and lubrication/maintenance practices.
  • PTI has the product, engineers, and experience to help you choose the ideal mounting method for your application.


We hope you enjoyed this four part series!
Click here to access Part One: Setscrew Locking, Part Two: The Eccentric Locking Collar, and Part Three: The Concentric Clamp Collar.

* * *

About PTI: Upon opening in 1994, PTI has specialized in serving the growing niche market of Metric products. As demand has increased over the years, so has our product offering. Today, our customers enjoy a huge offering of both Metric and Inch-based products for the Industrial Power Transmission Industry.

Want to learn more about PTI? Click here to view our company overview video. Check out other videos, information and more at

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