How to select ball screw?
Feb 17, 2025
There are several factors to consider when selecting a ball screw to ensure it meets the requirements of the application. Here are the key steps and considerations for selection:
1. Load Requirements
Axial load: Determine the maximum axial load that the screw needs to withstand, including static and dynamic loads.
Radial load: Some applications may involve radial loads, and you need to ensure that the screw and support bearings can withstand them.
2. Stroke and Speed
Stroke length: Determine the effective stroke of the screw based on the application requirements.
Operating speed: Determine the maximum operating speed of the screw to avoid vibration or wear due to excessive speed.
3. Accuracy Requirements
Positioning accuracy: Select the appropriate accuracy level (C0 to C10, C0 is the highest accuracy) based on the application requirements.
Repeatability: Ensure that the repeatability of the screw meets the requirements.
4. Lead and Pitch
Lead: The lead affects the speed and resolution of the screw. The larger the lead, the faster the speed, but the resolution is reduced.
Pitch: The pitch is related to the lead, and the appropriate pitch needs to be selected based on the speed and accuracy requirements.
5. Screw Diameter
Diameter selection: The diameter affects the rigidity and load capacity of the screw. The larger the diameter, the stronger the rigidity and the higher the load capacity.
6. Preload and Clearance
Preload: Preload can reduce the clearance, improve rigidity and precision, but increase friction and wear.
Clearance: Select the appropriate clearance level according to the application requirements. High-precision applications usually require zero clearance.
7. Support Method
Fixed-fixed: Suitable for high rigidity and high precision applications.
Fixed-supported: Suitable for medium precision and rigidity requirements.
Fixed-free: Suitable for low precision and low rigidity requirements.
8. Lubrication and Sealing
Lubrication: Select the appropriate lubrication method (grease or oil lubrication) to extend the service life.
Seal: Select the appropriate sealing method according to the working environment to prevent dust and impurities from entering.
9. Environmental Factors
Temperature: Consider the temperature range of the working environment and select suitable materials and lubricants.
Corrosion: In corrosive environments, choose corrosion-resistant materials or surface treatments.
10. Life Calculation
Fatigue Life: Calculate the fatigue life of the screw based on the load and operating conditions to ensure that it meets the application requirements.
11. Motor Matching
Torque and Speed: Ensure that the selected screw matches the torque and speed of the drive motor.
Inertia Matching: Consider the inertia matching of the system to ensure that the motor can effectively drive the screw.
12. Installation Size
Installation Space: Select the appropriate screw size and support method based on the installation space.
13. Cost
Budget: Consider cost factors and choose products with high cost performance while meeting technical requirements.
Summary of Selection Steps:
1. Determine the load, stroke and speed requirements.
2. Select the appropriate accuracy grade based on the accuracy requirements.
3. Select the appropriate lead and pitch.
4. Select the screw diameter based on the load and rigidity requirements.
5. Determine the preload and clearance requirements.
6. Select the appropriate support method.
7. Consider lubrication and sealing requirements.
8. Evaluate environmental factors.
9. Calculate fatigue life.
10. Match the motor and screw.
11. Consider installation size and cost.
By following these steps, you can ensure that the ball screw you choose meets your application requirements and has a long service life and good performance.