INDEX
1. DESIGN
1.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 1
1.2 Ball track profi le . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 1
1.3 Ball recirculating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 2
1.4 Backlash or preload . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 3
1.5 Accuracy grade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 5
1.6 Thread lead accuracy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 5
2. SELECTION OF BALL SCREWS
2.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 8
2.2 Basic rating life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 10
2.3 Basic dynamic axial load rating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 10
2.4 Basic static axial load rating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 11
2.5 Max. allowed rotating speed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 11
2.6 Max. allowed buckling load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 12
2.7 Effi ciency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 12
2.8 Torque and power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 13
2.9 Axial stiffness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 15
2.10 Lubrication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 15
3. SERVOMECH PRODUCT RANGE
3.1 Production capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 17
3.2 Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 17
3.3 Geometry inspection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 17
3.4 Mounting suggestions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 21
3.5 Working temperature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 21
3.6 Ball nut types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 21
3.7 Questionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 22
3.8 Designation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 24
BALL SCREWS AND NUTS
© Copyright SERVOMECH 2010
This catalogue contents is under publisher copyright and may not be reproduced unless permission is agreed.
Every care has been taken to ensure the accuracy of the information contained in this catalogue, but no liability
can be accepted for any errors or omissions.
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1
BALL SCREWS AND NUTS
BALL SCREW SHAFT
WIPER
BALL NUT BODY
BALL RECIRCULATION
ELEMENT
WIPER
BALLS
One of the main ball screw features is a high effi ciency obtained by rolling of balls between the screw
shaft and the nut body. Where ball contacts shaft and nut body, the rolling friction occurs. This feature is
one of main advantages compared to alternative solutions like an acme screws, where the screw thread
surface slides directly on the nut thread surface, so the sliding friction occurs in the contact zone.
Ball screws can be classifi ed as follows (in accordance with Standards ISO 3408 and DIN 69051):
▪ positioning ball screws,
▪ transport ball screws.
The difference between the two typologies is related to application requirements, where an accuracy
and a position repeatability are the most important.
The positioning ball screw is used where high stiffness, high positioning accuracy and high repeatability
is required. Ball screws with preloaded nut are mainly used in these applications.
The transport ball screw is used for moving a load where stiffness, accuracy and/or repeatability is not
required.
The above mentioned standards ISO 3408 and DIN 6905 also defi ne all ball screw constructive param-
eters.
1.2 Ball track profi le
There are two thread track profi les:
▪ profi le with a round groove - two fl anks of the groove make a part of the same arch (both fl anks
centres coincide with the ball centre),
▪ profi le with a gothic (ogival) groove - two fl anks of the groove are two arches, their centres are
moved respect to the ball centre, in order to obtain a required contact angle.
Generally, a small variation of thread profi le geometry strongly infl uences performances of the ball
screw system.
1. DESIGN
1.1 Introduction
A ball screw is a mechanical system capable of converting rotary motion to linear motion or vice versa.
An example of such a system, shown in Figure 1, is composed of a ball screw threaded shaft, a ball nut
body, balls, ball recirculation elements and wipers (when present).
Fig. 1 - Ball screw assembly
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2
Dw
R s
Dw
R
sR s
α α
2
w
s
D
R =
2
w
s
D
R <
BALL SCREWS AND NUTS
Dw - ball diameter
Rs - ball track radius
α - contact angle
The round profi le (see Figure 2.a): the zone of contact between the ball and the ball track, where signifi -
cant effects of sliding are present, is quite wide; consequences of sliding are a high wear of bodies in
contact, a relatively high power losses (heating), a relatively low effi ciency and life. The round profi le is
used in applications with a high load and a very low linear speed.
The gothic profi le (see Figure 2.b): the zone of contact between the ball and the ball track, where sig-
nifi cant effects of sliding are present, is very reduced; it helps lower wear of bodies in contact, lower
power losses (heating), smaller thermal deformation (and, as consequence, higher accuracy and better
repeatability of the system during positioning), higher effi ciency and longer life.
SERVOMECH designs and manufactures ball screws, whose thread has got the gothic profi le.
1.3 Ball recirculation
The continuous ball recirculation inside the thread is achieved by ball recirculating elements (called also
liners or defl ectors) fi tted into the ball nut body.
a) round groove b) gothic groove
Fig. 2 - Ball track profi le
a) nut with RADIAL liner b) nut with FRONTAL defl ector
Fig. 3 - Ball recirculation
A solution used to obtain the ball recirculation affects:
▪ max. rotating speed of ball screw threaded shaft or ball nut,
▪ the system load capacity,
▪ ball nut axial stiffness.
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F
Δl
a FaxS Δl
Fax
Δl
F
FaxΔl
FprΔl FprΔl
2 1
F
F
F
F
F
ax
2
pr
1
lim
BALL SCREWS AND NUTS
A solution with the RADIAL liner (see Figure 3.a) is usually used in ball screws with lead not greater then
20 mm; the liner is fi t in the groove present in the ball nut body and restricts a ball trajectory at one single
revolution around the ball screw shaft.
A solution with the FRONTAL defl ector (see Figure 3.b) is usually used in ball screws with lead greater
then 10 mm and in all multiple-start ball screws. The recirculation of balls is obtained by defl ectors fi tted
on ends of the ball nut body and joined with an axial hole (passing through the body); the defl ectors
deviate ball trajectory from the ball track to the axial hole or vice versa.
SERVOMECH designs and manufactures ball screws realizing various ball recirculating solutions, suit-
able for specifi c, concrete application and its conditions and requirements.
1.4 Backlash or preload
Depending on type of the ball nut used (preloaded or not preloaded ball nut), applying an axial, centric
load to the ball screw shaft or nut, two effects may occur:
▪ backlash,
▪ elastic deformation.
The backlash is an axial displacement which nut or threaded shaft makes, without any relative rotation
between them; it can be caused by inversion of nut or threaded shaft motion direction or by inversion of
applied load direction.
The elastic deformation coincides to axial defl ection of parts in contact, under the action of an unidirec-
tional axial force applied.
In case of the ball screw with backlash, applying an axial force, both effects occur. The diagram in
Figure 4.a shows the total axial displacement Δl of ball screw assembly related to the applied force F. In
the left part of the diagram, where F = 0, the displacement Sa indicates the ball screw backlash, while
in the right part of the diagram, where F > 0, the displacement ΔlFax indicates the elastic deformation
corresponding to force Fax.
a) single nut, with backlash b) double nut, preloaded
Fig. 4 - Ball screw assembly: axial load - axial displacement diagram
The preload is an axial force, generated different ways inside the ball screw assembly. Its purpose is to
eliminate backlash and increase assembly stiffness.
This force must be determined accurately, in order to avoid ball screw life reduction (when the preload
is too high) or, otherwise, positioning errors caused by backlash generated under working load (when
the preload is too small). The preload depends on the applied axial load:
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832.
FF maxaxpr
P
P
P
P - ΔP
Fpr
P
P + ΔP
Fpr
BALL SCREWS AND NUTS
where:
Fpr - preload force
Fax max - max. working load
The diagram on Figure 4.b shows the total ball track elastic deformation along the axis related to the
level of the load applied on a preloaded ball screw.
The two curves (1 and 2) represent two semi-nuts of the same assembly. The intersection point repre-
sents the preload force Fpr operating on both semi-nuts without external axial load.
After the external load Fax is applied, the force acting to the semi-nut 1 changes from Fpr to F1, while the
force acting to semi-nut 2 changes from Fpr to F2, in order to keep a ratio F1 = F2 + Fax.
The force Flim represents the max. load, which will not cause detachment of balls and ball tracks. This
force is 2.83 × Fpr.
Generally, for preloaded nuts, SERVOMECH recommends a preload force of Fpr = 0.08 × Ca; in a partic-
ular condition, this value can be reduced or increased, but in any case the max. value must not exceed
Fpr = 0.12 × Ca.
There are three methods of preloading:
▪ preload with four contact points (see Figure 5),
▪ compression preload (see Figure 6),
▪ traction preload (see Figure 7).
The fi rst preloading method is valid for single nuts
only and it is suitable for applications with low linear
speed.
This method requires use of balls with effective di-
ameter greater then nominal; this way, there will be
four contact points for each ball, two between ball and
nut and two between ball and threaded shaft, and the
backlash will be eliminated (see Figure 5).
This solution doesn’t allow an optimal rolling of balls
because sliding between surfaces in contact may oc-
cur.
In this case, the preload force must not exceed Fpr = 0.04 × Ca, in order to prevent ball screw overheating
and consequently life reduction.
Fig. 5 - Preload with 4 contact points
Fig. 6 - Compression preload
SEMI-NUTS
BALL SCREW SHAFT
NUT
BALL SCREW SHAFT
Fig. 7 - Traction preload
SEMI-NUTS
BALL SCREW SHAFT
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BALL SCREWS AND NUTS
The second and the third preloading method can applied either to ball screws with single nut or to ball
screws with double nut, giving them an optimal effi ciency. There are only two contact points for each
ball, one between ball and nut and one between ball and threaded shaft, so a sliding between surfaces
in contact may not occur.
In case of ball screws with single nut, the preload force is obtained by thread lead variation (called shift)
during the fi nishing of the internal thread.
In case of ball screws with double preloaded nut - compression preload, the contact points have “X-
confi guration”. The preload force tries to make two semi-nuts less distant and compresses the part of
threaded shaft between them. This solution is applied to cylindrical preloaded nuts, fi t into a housing and
preloaded by means of locknut or cover and bolts.
In case of ball screws with double preloaded nut - traction preload, the contact points have “O-confi gu-
ration”. The preload force tries to make two semi-nuts more distant and pulls the part of threaded shaft
between them. This solution is applied to preloaded nuts with fl ange or cylindrical, where the preloading
force is obtained by interposing a spacer ring with calibrated thickness between the two semi-nuts.
The actual preload force depends on the distance ΔP, so this distance must be determined very care-
fully, in order to avoid overloading or overheating of ball screw, with consequent reduction of its per-
formances and life.
1.5 Accuracy grade
The accuracy grade is the quality level reached during the manufacturing of ball screws, which identifi es
relevant geometrical and dimensional parameters and defi nes specifi c tolerances.
SERVOMECH applies ISO 3408 and DIN 69051 regulations as reference standards for own production.
Depending on the ball screw application typology, different accuracy grades are recommended:
Application typology Accuracy grade recommended
positioning 1, 3, 5
transport 1, 3, 5, 7, 10
SERVOMECH manufactures ball screws in accordance with accuracy grade 3, 5, 7, 10.
1.6 Thread lead accuracy
Main parameters which contribute to determine the thread lead accuracy are:
l - threaded length of the shaft
lu - threaded length of the shaft, subjected to the specifi ed accuracy
le - threaded length of the shaft, not subjected to the specifi ed accuracy
(SERVOMECH considers its length equal to the thread nominal diameter)
l0 - nominal threaded length of the shaft
ls - specifi ed threaded length of the shaft
ep - tolerance of the mean error, referred to lu thread portion
e0a - actual mean travel deviation, referred to nominal thread portion l0
C - linear compensation, valid for l0 thread portion (possibly required by customer)
esa - actual mean travel deviation, referred to specifi ed thread portion ls
vup - permissible travel variation, referred to lu thread portion
v300p - permissible travel variation, referred to 300 mm long thread portion
v300a - actual travel variation, measured over 300 mm long thread portion
v2πp - permissible travel variation, referred to a thread portion equivalent to 2π radian (1 shaft revolution)
v2πa - actual travel variation, measured over a thread portion equivalent to 2π radian (1 shaft revolution)
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e p
ulel el
l
e p
e 0
aC
upV
2π
2πaV
2πpV 300 mm
300pV
300aV
00 l
ulel el
l
s0 l
2π
2πaV
2πpV
300 mm
300pV
300aV
e p
e p
e s
a
BALL SCREWS AND NUTS
Fig. 8.a - Travel deviation in relation to nominal travel
Fig. 8.b - Travel deviation in relation to specifi ed travel
Diagrams Figure 8.a and 8.b illustrate the graphical method of travel deviation evaluation.
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lu [mm] vup [μm]
> U 1 3 5 7 10
0 315 6 12 23 – –
315 400 6 12 25 – –
400 500 7 13 26 – –
500 630 7 14 29 – –
630 800 8 16 31 – –
800 1 000 9 17 34 – –
1 000 1 250 10 19 39 – –
1 250 1 600 11 22 44 – –
1 600 2 000 13 25 51 – –
2 000 2 500 15 29 59 – –
2 500 3 150 17 34 69 – –
3 150 4 000 21 41 82 – –
4 000 5 000 – 49 99 – –
5 000 6 300 – – 119 – –
lu [mm] ep [μm]
> U 1 3 5 7 10
0 315 6 12 23 52 210
315 400 7 13 25 57 230
400 500 8 15 27 63 250
500 630 9 16 32 70 280
630 800 10 18 36 80 320
800 1 000 11 21 40 90 360
1 000 1 250 13 24 47 105 420
1 250 1 600 15 29 55 125 500
1 600 2 000 18 35 65 150 600
2 000 2 500 22 41 78 175 700
2 500 3 150 26 50 96 210 860
3 150 4 000 32* 62* 115* 260* 1 050*
4 000 5 000 39* 76* 140* 320* 1 300*
5 000 6 300 48* 92* 170* 390* 1 550*
v300p [μm]
1 3 5 7 10
6 12 23 52 210
v2πp [μm]
1 3 5 7 10
4 6 8 – –
ep [μm]
1 3 5 7 10
p
u
p V
le 300300
2 uu
BALL SCREWS AND NUTS
Thread
length
Travel variation allowed
refered to lu
STANDARD TOLERANCE GRADE
Thread
length
Tolerance of mean error,
refered to lu
STANDARD TOLERANCE GRADE
Positioning ball screws Positioning ball screws
Positioning and transport
ball screws Positioning ball screws Transport ball screws
* - values calculated by linear extrapolation
STD. TOLERANCE GRADE STD. TOLERANCE GRADE STD. TOLERANCE GRADE
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8
n
vPh
3
2 21 FFFm
u�
i Fi [N] Fm [N]
1 5 000 8 3342 10 000
F = 8 334m
F [N]
F = 5 000
F = 10 0002
1
s s21
BALL SCREWS AND NUTS
2. SELECTION OF BALL SCREWS
2.1 Introduction
Elements that affect the functioning of the ball screw, as well as guidelines for proper sizing of ball
screws, are indicated below.
In order to allow correct sizing of ball screws, the following points must be known:
▪ required life,
▪ detailed working cycle (all load levels, relative speed and working period of time),
▪ mounting conditions,
▪ environmental conditions,
▪ lubrication conditions.
During work, the load applied to the ball screw must be coaxial with a screw itself. It is essential for
proper functioning of the ball screw and achievement of the required life. Any load not coaxial to the
screw, caused by misalignment and/or other reasons, signifi cantly reduces its life. In addition, it must be
supported by guides or external support systems.
Step 1: determinate the thread helix lead (Ph)
where:
Ph [mm] - thread helix lead
v [mm/min] - linear speed (of threaded shaft or nut)
n [rpm] - rotating speed (of nut or threaded shaft)
As a fi rst approximation, the rotating speed can be considered equal to the max. working speed.
Step 2: determinate the equivalent axial dynamic load (Fm)
The equivalent axial dynamic load is defi ned as that hypothetical axial load, constant in magnitude
and direction, acting axially and centrically on a ball screw, which, if applied, would have the same infl u-
ence on ball screw life as the actual loads to which the ball screw is subjected. It must be determined
by dividing the working cycle at separate, distinct subcycles, each of them identifi ed with the proper load
level, rotation speed and time period.
The equivalent axial dynamic should be determined considering actual working conditions:
▪ case 1: linearly variable axial load at constant speed
example:
current position s
where:
F1 - axial load at the beginning of displacement (current position s1)
F2 - axial load at the end of displacement (current position s2)
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i ti [s] Fi
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