All good comments. My two cents would be again that there are varying opinions for the correct location of the shield. Additionally, I certainly agree that inner bearing cap is desirable, but I am quite sure it was intentional design by the OEM, not some kind of manufacturing accident.
I have collected below some related references on various “sides” of these issues. In some cases I used caps to emphasise quoted words and added my own comments in [square brackets]
Ref 1 - Mobil
p6/60: “Single shielded bearings, Fig 4, allow a compact arrangement as required in electric motors and can be relubricated as shown.”
P7/60: “Figure 4” [ shows bearing arrangement with single SHIELD TOWARD WINDING, no inner bearing cap, there is an inner shaft slinger present.]
P49/60: “Double shielded bearings protect against contamination but do not allow easy relubrication. Common practice is to pop out the OUTBOARD shield. Allows relubrication, bur risks contamination” [from grease cavity/outboard side]
Ref 2 - TVA
“Single-Shielded Bearing - This bearing has a metallic shield on one side only, and is USUALLY INSTALLED WITH THE SHIELD FACING THE MOTOR WINDING. There is a small air gap between the shield and the inner race which will allow grease transfer to the inner bearing cap”
Ref 3 - Heinz Bloch:
Single-Shield Bearings
A large petrochemical complex in the U.S. Gulf Coast area considers the regular single-shield bearing
with the SHIELD FACING THE GREASE SUPPLY (Figure 13-2) to be the best arrangement. Their experience indicates this simple arrangement will extend bearing life. It will also permit an extremely simple lubrication and relubrication technique if so installed. This technique makes it unnecessary to know the volume of grease already in the bearing cartridge. The shield serves as a baffle against agitation. The shield-to-inner-race annulus serves as a metering device to control grease flow. These features prevent premature ball bearing failures caused by contaminated grease and heat buildup due to excess
grease.
Ref 4 - NEMA MG1 – Standard Motors
[Does not mention bearing caps]
Ref 5 - IEEE 841 Severe Duty Motors For Petrochem
“Inner bearing caps shall be provided so that entry of oil or grease into the motor interior is minimized.”
[WHY BOTHER TO SPECIFY IF THIS IS A UNIVERSAL STANDARD FEATURE FOR ALL MOTORS?]
Ref 6 - EASA (Electrical Apparatus Service Association) Mechanical Repair Fundamentals [for motors]
Bearing enclosures fall into the following categories:
• Open bearings
• Shielded bearings
• Sealed bearings
Open bearings are the best choice when it is necessary to replenish the grease in the actual bearing cavity. They are good for applications where it is difficult to maintain the proper amount of grease due to thermal aging and oxidation. Note that the use of an OPEN BEARING REQUIRES THAT AN INNER BEARING CAP BE USED to contain the grease in the bearing. [IMPLIES THAT SHIELDED BEARING DOES NOT REQUIRE BEARING CAP]
Shielded bearings are preferred where the quantity of grease is maintained over long periods of time. The shield is an effective way to reduce the penetration of foreign material into the critical area of the bearing; however, the bearing cavity is exposed to potentially-damaging moisture. Sealed bearings are the best choice where the life and quality of the grease would be satisfactory over a long period of time, were it not for foreign material contaminating the grease in a very short period of time. On motors 50 hp
and larger, sealed bearings (with contact seals) are not a good choice because of the heat generated by friction.
….. Sealed bearings can be a practical solution for a vertically-mounted horizontal motor or a motor that is subject to occassional wash downs. In those cases, modification of the shaft openings may be unnecessary. FOR A MOTOR NOT FITTED WITH INNER BEARING CAPS, where the user requires greasable bearings, the addition of bearing caps may be required. In those cases, motor end play must be considered. See checking end play in Section 8. [ASSUMES NOT ALL MOTORS ARE FITTED WITH INNER BARING CAPS]
Ref 7 - SKF Bearing Installation and Maint Handbook
Using double-shielded bearings not only helps prevent over-greasing but also protects the bearing from dust and foreign matter at assembly, or whenever the bearing is exposed. Using the double-SHIELDED BEARING DOES NOT PERMIT THE ELIMINATION OF THE USUAL HOUSING ENCLOSURES
I know there was an SKF reference somewhere that suggested shield away from winding, but I can’t find it.
Regarding suitability of motor with shield and without bearing cap, I have two thoughts:
1 – Clearance in a shield is not too much different than clearance in an inner bearing cap (maybe 10 mils). The path through the inner bearing cap clearance would be a straight line of about 1/2 “. The path through shield clearance would be much shorter distance, but also involve 2 or more right angles. Once it penetrates the shield, dirt would be in the bearing… whereas once it penetrates the inner bearing cap, dirt would be in the cavity. I can see based on all this that bearing cap may provide better sealing, but it doesn’t seem like a huge difference to me.
2 – This particular motor survived 3600 rpm operation for 8 years with shield and no inner bearing cap. Upon disassembly, races and balls were fine… the final failure had nothing to do with lack of inner bearing cap. This doesn’t prove it’s a good design, but just a datapoint.
Again, there is no doubt inner bearing cap is better. But I don’t think lack of inner bearing cap in a motor purchased 25 years ago should be viewed as an unthinkable design, such that manufacturing error is the only explanation. I have never paid attention to this feature before, but I am pretty sure that the next opportunity I get to look into a sister motor (same OEM/model number), I will find the same configuration.
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(2B)+(2B)' ?