1. Measure the installation envelope
Record the shaft diameter (A), housing bore (B) and available axial space (C). State the measuring method and tolerances when known.
2. Identify the equipment
Provide the equipment type, manufacturer, model, bearing position and mounting orientation. Photos of both sides and a sectional drawing are especially useful.
3. Describe operation
Include shaft speed, minimum and maximum temperature, lubricant and lubrication method, external contamination and any pressure, washdown, flooding or axial movement.
4. Approve the drawing
The final configuration is supplied according to the reviewed and approved drawing. Never manufacture or machine an installation from the three nominal dimensions alone.