Thursday, February 13, 2020

Tips for linear motion design


Linear motion systems are exposed to a variety of extreme industrial environments. The careful specification and selection of the components of the motion system, as well as the careful engineering revisions, can mitigate the risk in adverse industrial conditions.

An important step in the design of a mechanical linear motion system is to understand the environmental conditions under which the system will operate. Key design considerations include temperature, dust and dirt levels, chemical exposures, cleaning processes, vibrations and shock loads, and other relevant environmental factors that may arise from radiation and motion systems. Document these key elements before choosing a material. Capture real data and study defect codes from previous products so you can work on facts, not opinions.

Based on the data collected, we select the appropriate materials, coatings and lubricants to use the supply chain application experience to select the appropriate linear motion components. Then, develop a robust test verification plan, which includes durability and environmental tests, to ensure that the selected materials provide the expected service life and serviceability. Also consider using the High Accelerated Life Tests (HALT), where the team gradually provides environmental stress at a much higher level than you can see in the service. HALT is usually done at the development stage to eliminate design problems and marginal components.

Component selection based on environmental considerations.


Next generation web-based selection and sizing tools simplify the task of selecting the appropriate component material to take into account the environmental aspects of the linear motion system design. Enter the key application parameters that the tool enters into the calculation, such as the load / linear life of the bearing, the load / life of the ball screw and the critical speed of the ball screw. Also enter the environmental conditions that are important to select the right material, the coverage strategy and the lubrication scheme. For example, you can choose:

·         Water / chemical spray / fog
·         Shock / Compression Applications / Vibration
·         High dust
·         High pressure / temperature wash
·         Water / chemical splashes,
·         Clean room

This application recommends linear sliding characteristics such as chrome plating, stainless steel parts or plain polymer bearings to address environmental conditions.

Component function:-

Ball guides or bearing rails, shafts or aluminum surfaces support the bearings and are generally available in standard steel, stainless steel, Armoloy or chrome plated. Linear bearings provide the load and moment load capabilities of the system. Examples are bearings of round-ball linear ball bearings, profile rails, wheel guides or polymer guides. Mainly available as standard, corrosion resistant ("CR") linear bearings or plain polymer bearings. Hardware options for screws, bolts and nuts that hold linear units are generally available in standard or stainless steel. The sealing or protection cover of the linear device offers the option of no cover, bellows, cover or seal (ideal sealing). Finally, standard or cleanroom grease options are available for lubrication within the linear unit.

Linear ball bearings, profile rails, wheel guides or polymer guides are also available as corrosion resistant linear bearings ("CR") or plain polymer bearings. Suitable for clean room, high temperature or cleaning, chemical spraying and fogging or chemical cleaning applications.


1. Environment-specific solution: cleaning:- This environment is characterized by the factory settings of the machine. You can expect some particles in the air and humidity. But employees will generally operate in this environment without the form of protective equipment (masks, respirators, topical dust or chemical hoods).

The solution:-

·         Ball Guide: Standard
·         Linear Bearing: Standard
·         Hardware: Standard
·         Cover: No cover
·         Lubrication: Standard grease

Reason for this set of solutions: - There is little concern about particles or corrosion, so that standard aluminum and steel parts can be used in these environments.



2 .Moderately heavy dust particle counts: - This environment is characterized by sufficient airborne particles that require the operator to wear respiratory protection. Paper mills and factories equipped with large industrial mills are examples of dusty environments.

The solution:-

  • ·         Ball Guide: Standard
  • ·         Linear Bearing: Standard
  • ·         Hardware: Standard
  • ·         Cover: Closed (ideal), cover or bellows can be accepted
  • ·         Lubrication: Standard


The reason for this set of solutions: - Since there is no concern about corrosion, standard steel components can be used. On the contrary, it is important to avoid the entry of particles into bearings, ball guides and drive mechanisms (which can be screws or belts). For large particles, you can use bellows covers or aluminum covers. For fine particles, the linear motion system must have a solid sealing system that protects the internal parts mentioned above. These stamps have two options. The first is a magnetic stripe seal consisting of a stainless steel magnetic stripe that extends from one end of the channel to the other in a structural support system. The band is fixed to the end cap and is held tight by the spring load. As it passes through the carriage cavity and the strip passes through the system, it goes up to the magnet just in front and behind the car. The second potential sealing technology, the plastic cover band, uses a compatible rubber strip that works with the extrusion of the base, such as a top freezer bag. The combination of tongue and groove profile prevents particles, preventing them.

The sealing or protection cover of the linear device does not include any cover, bellows, cover or seal (ideal seals). Standard or cleanroom grease options are available for lubrication within the linear unit.

3. Water / chemical splash: - This environment represents a condition in which the product may be exposed to intermittent splashing of liquids. For example, large print applications where ink deposits change periodically and sometimes / without realizing it, spill. In this environment, the fluid contact with the linear guide may be the result of improper handling of the product or components, but is generally not included in the general application process.


The solution:

·         Ball Guide: Chrome
·         Linear Bearing: Corrosion resistance.
·         Hardware: Stainless steel
·         Cover: Can be included (or more) or bellows
·         Lubrication: Standard

Reason for this set of solutions: For such applications, ball guides and linear bearings must be resistant to corrosion. For round rail bearing technology, this means chrome or 440C stainless steel shafts. Linear bearings must have chrome bearing plates and stainless steel balls. The softer stainless steel ball bearings and shafts generally result in a 30% load reduction, which should be considered as part of the design. For profile rail bearings, a thin and dense chrome coating such as Duralloy is recommended. Plain bearings, also known as prism guides, are an alternative to rolling element bearings. Prism guides are engineering polymers that are highly resistant to chemical corrosion. For sealing, depending on the severity of the chemical splash, the bellows may be sufficient, but a completely sealed device is ideal.

4. Chemical spray / mist for water: - This condition is a more severe step than the environment described above. Here the spray or fog is part of the process and the linear guides are directly exposed to this element. It can be characterized by a condensing environment similar to that found in refrigeration applications. The cooling water, which tarnishes the mechanical parts during processing, is also part of this class. In this environmental scenario, the bearings and guides will come into contact with the fluid if mechanical protection is not provided.

The solution:

·         Ball Guide: Chrome
·         Linear Bearing: Corrosion resistance.
·         Hardware: Stainless steel
·         Cover: Closed
·         Lubrication: Standard

The reason for this set of solutions: - For these applications, a completely sealed device is essential. Since chemical spraying is hard, it is better to avoid rolling element bearing technology and use prism guide bearings as mentioned above. For the same reason, ball screw drive systems should be avoided whenever possible in these environments. In contrast, polyurethane belt drive systems are more suitable for handling corrosive chemical environments.

Ball guides or bearing rails and shafts are often available in standard steel, stainless steel, Armoloy or chrome plated. This linear bearing component provides the load and moment load capabilities of the system. Suitable for applications such as standard machine shops, impact press applications with medium to heavy dust particle counts and vibrations.


5. High pressure / wash temperature: - This environment generally represents food processing applications. Here the equipment can be washed very often under pressure. The slide not only comes into contact with the fluid, but also acquires considerable force during the cleaning process.

The solution:-

·         Ball Guide: Chrome
·         Linear Bearing: corrosion resistance.
·         Hardware: stainless steel
·         Cover: no cover
·         Lubrication: standard or potentially food or high temperature grease.

Reason for this set of solutions: - The cleaning environment will oxidize the standard steel parts. Chromed and corrosion resistant ball bearings and guides should be used with stainless steel hardware. Prism guides can also be used, but due to polymeric materials that are not as temperature sensitive as rolling elements of metallic materials, they should be avoided in high temperature applications. The linear unit must be open (without sealing) and have a cleaning liquid or outlet to remove the cleaning liquid. For high temperature applications, special high temperature greases can be used. For such high temperatures, it is necessary to remove all seals and other plastic elements from the system.

6. Cleanroom: - Although some families of linear units can be configured for Class 100 cleanroom environments, they are generally referred to as ISO Class 3 cleanroom environments (sometimes Class 1000).


The solution:-

·         Ball Guide: Chrome
·         Linear Bearing: Anti-corrosion and seal / windshield wiper removal
·         Hardware: Stainless steel
·         Cover: No cover
·         Lubrication: Clean room grease

The reason for this set of solutions: - For cleanroom environments, linear slider movement should minimize particles. A metal coating is required to prevent the appearance of rust. In addition, it is necessary to eliminate the sliding elements of the linear system. This means that there are no seals / cleaners on the bearing guides or covers on the linear devices. It is necessary to use special grade grease for clean room.


7 .Impact / Press App /Vibration: - These application is often characterized by several different processes. The agitators and vibration tables associated with the classification equipment fall into this category. Due to the initial impact dynamics, the application of the press higher than the normal load on the car or seat is also taken into account in this kind of application.

The solution:-

·         Ball Guide: Standard
·         Linear Bearings: Polymer plain bearings
·         Hardware: Standard
·         Cover: Optional
·         Lubrication: Standard

Reason for this set of solutions:- Polymer style bushings, also known as the prism guides mentioned above, can handle higher impact loading applications than rolling elements. Under these conditions, the rolling elements may split in half due to point-to-point contact with the bearing surface or they may become trapped in the tracks of the rolling element of the bearing. However, prism guides allow the same load distribution along a flat surface, which makes them ideal for vibration. The use of prism guides can be combined with the cover, depending on the number of particles, if necessary.