Selecting a ball screw requires clarifying application requirements (a core starting point)

· Load:

Type: Is it a thrust load (along the screw axis)? A radial load? Or a torque load?

Size: What is the maximum load? (Newtons or kilograms-force (kgf))

Direction: Is the load direction constant? Is it bidirectional?

Variation: Is the load constant, fluctuating, or impactful?

Point of application: Where does the load act on the nut? (This affects the additional torque.)

· Motion Profile:

Stroke: The total distance the nut needs to move (mm or m).

Speed: The maximum required speed (m/min or mm/s) and typical speed.

Acceleration/Deceleration: The maximum acceleration/deceleration of the system (m/s²).

Duty Cycle: What is the ratio of duty cycle to rest cycle? (Affects temperature rise and lifespan)

·Accuracy Requirements:

Positioning Accuracy: The ability to repeatedly reach the target position (micrometers).

Repeatability: The consistency of reaching the same point multiple times (micrometers).

Travel Parallelism/Runout: The deviation in the nut’s travel path.

Backlash: The axial clearance between the screw and nut (micrometers). High-precision applications often require preloading the nut to eliminate backlash.

·Life Expectancy:

What is the expected service life in hours or kilometers? (Usually calculated based on L10 lifespan)

Installation Space:

The maximum allowable screw length and diameter.

Nut dimensions.

Space for the bearing support.

·Environmental Conditions:

Temperature range (affects material, lubrication, and thermal expansion).

Contaminants such as dust, debris, liquids, and chemicals.

Vibration and shock.

·Budget:

Lead screw prices vary significantly depending on accuracy, preload level, brand, and material.

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