Helpful Formulas for Calculating Ball Screw Life Expectancy

Due to their steel-on-steel design, the bearing industry has developed ways to calculate the life expectancy of ball screws. However, other factors, such as contamination, lubrication and improper mounting and installation techniques, can also lessen the life of a ball screw. For manufacturers hoping to extend the life of their screws, it can be beneficial to order a larger size screw to handle a larger load, prolonging the life of the screw.

For applications where the loads and/or rotational speed vary significantly, an equivalent load can be calculated using the following formula:

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The life required in revolutions is determined by multiplying the total stroke in millimeters by the total number of strokes required for the designed life of the equipment and then dividing by the lead of the ball nut. Ball nut life is greatly influenced by the operating condition, including speed and vibration the assembly may see. A fatigue factor must be considered when calculating life. To calculate the life for a ball nut use the following formula:

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Indirect vibration is any vibration associated near the screw mounting which influences the stability of the assembly. Direct vibration pertains to any vibration directly linked to the screw assembly which influences the stability of the assembly. High cyclical impact is any repetitive impact or high deceleration of the ball screw assembly.

If operation reliability higher than 90 percent is required, then the theoretical life must be corrected by using a reliability factor according to the table.

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If total time is needed, the following equation can be used to find the life measured in hours:

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Instead of hand calculations, here are some charts to help calculate life expectancy:

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Inch:

 

Preventing Compression and Tensile Loading in Ball Screws

Ball screws are known to encounter both compression and tensile loads. Compression loads tend to compress or squeeze the screw axially, which can make screws bow out. Tensile loads are those which tend to stretch the screw axially. While compression loading can be more problematic, tensile loading can cause the screw to elongate and crack. Knowing the direction the screw is loaded in as well as the end fixity helps when selecting screws as both critical speed and buckling need to be accounted for.

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It’s important to mention that screws are only meant for thrust loading, or straight line axial thrust motion. Any type of overturning loading or side loading can immediately reduce the life of the screw by up to 90 percent.

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Extend Ball Screw Life

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Since ball screws often work in environments full of dirt and debris, manufacturers can take multiple precautions to keep out contamination and preserve the life of the screw.

Sometimes screws are coated with a thin dense chrome, black oxide or nickel-plated finish to help preserve ball screw life. Some manufacturers prefer to equip bellows boots that expand and contract like an accordion as the nut moves along to keep it covered from contamination.  Bellows boots can be supplied in numerous materials so that they may be applied in even the most extreme applications.

Another form of protection manufacturers uses are wipers. Nut wipers can be felted or plastic wipers that brush the nut free of any dirt or other contaminants and keep contaminants from entering the ball nut.

There’s so much variance between different ball screw applications that there is no definitive answer for the amount of lubrication needed for each ball screw. However, considering factors such as frequency of use, temperature and viscosity are essential considerations for lubrication options. While a light oil or grease is suitable for most applications, the use of any lubricant containing molydisulfide or graphite should be avoided. A good rule of thumb is to always apply enough lubrication to maintain a thin film of lubricant between the nut and the screw.

Ball Screws: The Basics

Of all the screws in industry used for motion, ball screws provide unique benefits when compared to other standards, such as roller screws or acme screws. A ball screw is a device comprised of a shaft and a nut where either of which can be the traversing component.

Ball screws work similarly to ball bearings, where hardened steel balls move along an inclined-hardened inner and outer race. With at least 90 percent efficiency, ball screws are one of the most efficient ways of converting rotary motion into precision linear motion. When it comes to ball screws, there is some key terminology to understand.

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The ball circle diameter is the diameter of the circle created by the center of the ball bearings when they come into contact with both the screw and nut. The root diameter is the minimum diameter of the screw measured at the bottommost point of the threads. Both diameters are important when calculating application characteristics and sizing parameters for factors such as column loading and critical speed.

Pitch is the axial distance between two consecutive threads on a screw. Lead is the linear distance traveled by the nut or screw when either is rotated during one full rotation. The starts are the number of independent threads on the screw shaft. There are typically one, two or four starts on a screw, which resemble a helix that wraps around the shaft. The pitch multiplied by the number of starts equals the lead of the screw.

Lash is the result of the axial movement between a nut and screw without rotation. While lash can disrupt the accuracy of the screw, it is typically an occurrence that comes without any serious issues. Normal screws come with a relative amount of lash, and screws which are only loaded in one direction won’t be affected by lash. Lash can be controlled through processes called preloading.

Ball Screw Load

Preloading is the result of an internal force introduced between a ball nut and screw assembly that eliminates free axial and radial lash. There are three methods used for preloading. The double nut method uses two ball nuts that are loaded in opposing directions by a spacer, so that they don’t wiggle when stationary. Lead shifting is a method where a shift or offset is manufactured in the lead of the ball nut. For example, a lead might be shifted from 5 millimeters to 5.05 millimeters in order to shift the ball bearings inside the ball nut in a different direction. This is the preferred method when considering compactness, but load capacity will be reduced. Ball selection is a low-cost method that involves using oversized ball bearings to create four points of contact between the nut and screw. This allows for a heavier load, but the friction from the contact can reduce the life of the bearings.

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Three Advantages for Using Ball Screws

NookPrecision Metric Ball ScrewOf all the screws in industry used for motion, ball screws provide unique benefits when compared to other standards, such as roller screws or acme screws. Here are just three of the benefits to using ball screws in your future applications.

High Efficiency – Ball screws typically operate at a minimum of 90 percent efficiency, which makes them an optimal choice in converting rotary motion into precision linear motion.

Load Capabilities – A part of what makes ball screws versatile in so many industries is their ability to carry remarkably heavy loads at fast, efficient speeds.

Cost-Efficient – In the long run, ball screw systems can prove to be a cost-effective alternative to pneumatic or hydraulic systems, which require constant electrical and air power.

What are some of the other ways ball screws have enhanced your business? Let us know below.

 

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