How to size a ball screw: screen with rated life L10, critical speed Nc and buckling load Pc. Includes end-mount factors and a worked SFU2010 example covering diameter, stroke, speed and load.
Bigger is not always better: life must be adequate, speed must stay below critical, and the slenderness ratio must not buckle. The three formulas below handle 90% of first-pass sizing; verify against the real duty cycle afterwards.
Rated life is the number of revolutions (or hours) that 90% of ball screws reach under a given axial load.
Ca: basic dynamic load rating of the screw pair (from the model page / catalogue); Fm: equivalent axial load; n: speed (rpm).
Fw axial working load; Fr radial load (usually ≤0.1·Fa, otherwise Fm rises sharply); Fp preload-equivalent load; X, Y load coefficients. For pure axial drive with negligible radial force, Fm ≈ Fw + Fp.
A slender screw resonates at high speed; operating speed should stay ≤ 0.8 × Nc.
d1: screw shaft diameter (mm); Lc: distance between supports (mm); f: end-mount factor (table below).
| Mounting | Factor f | Note |
|---|---|---|
| Fixed–Fixed | 21.9 | Highest stiffness, largest Nc |
| Fixed–Supported | 15.1 | Common layout |
| Supported–Supported | 9.7 | Medium stiffness |
| Fixed–Free | 3.4 | Cantilever, lowest Nc |
A compressed slender screw buckles; the max axial compressive load must stay below Pc.
Le effective length = end factor μ × support span Lc: fixed–fixed μ=0.5, fixed–supported μ=0.7, supported–supported μ=1.0, fixed–free μ=2.0.
Given: shaft d1=20 mm, lead 10 mm, grade C7; stroke 800 mm, support span Lc=1000 mm, fixed–fixed (μ=0.5, f=21.9); axial load Fw=800 N, preload Fp≈0, speed n=1500 rpm; catalogue Ca=3.8 kN.
| Item | Calc | Result |
|---|---|---|
| Rated life L10 | (3800/800)³×10⁶ | 107×10⁶ rev |
| Life hours Lh | 107×10⁶/(60×1500) | ≈ 1190 h |
| Critical speed Nc | 21.9×20/1000²×10⁷ | ≈ 4380 rpm → 1500 < 0.8×4380=3504 ✓ |
| Buckling Pc | π²×2.06e5×(π×20⁴/64)/(0.5×1000)² | ≈ 63.9 kN ≫ 0.8 kN ✓ |
Illustrative only — use the Ca, stiffness and Nc tables of the specific model catalogue for real sizing.
Formulas per JIS B 1192 and common ball-screw design practice; end-mount factors and material values are standard engineering figures.