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Linear Bearing Definitions: Motion Design Guide
Linear Bearing Definitions: Motion Design Guide
LINEAR BEARING
DEFINITIONS
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LINEAR BEARING DEFINITIONS DESIGN GUIDE
In this Design Guide, the editors of Design World explain basic linear-bearing
terminology and detail the most common linear-bearing types …. as well
general ways to quantify the performance and capabilities of linear bearings for ▼
sizing, selection, and installation. Deep dives on crossed-roller slides, accuracy
DANIELLE COLLINS
and preload, linear bushings, and ball splines are included in future Design Senior editor
Guide installments.
TABLE OF CONTENTS
▼
Introduction.....................................................................................................3
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INTRODUCTION
L
inear-motion devices incorporating ball and roller elements include plain bearings, ball
bushings, recirculating roller bearings. Confusing matters is the fact that industry uses
many linear-motion terms interchangeably … and many terms such as linear guides are
so generic that they can refer to any one of several different products.
While the plain-bearing guide taxonomy has less variability in terminology and specification,
ball and roller linear guides have quite a lot. So let’s review all these terms that are used to
identify, describe, and specify them.
In many though not all cases, the term linear guide indicates a standalone guide rod, ball
slide, or mechanism solely for guiding loads. In contrast, many manufacturers use the terms
linear slide and linear rail to indicate a linear-motion guide element that is incorporated into
an integrated build complete with mechanical drive. The term linear stage generally implies
a design has guided elements as well as some mode of mechanical linear actuation and
reinforced body — often sans inclusion of the motor.
Motorized rails (more commonly called linear actuators) abound — though the distinction
here is that there are countless linear actuators sold sans any guided element. That’s useful for
OEMs aiming to employ some specialized linear guide or omit it altogether.
Taxonomy variations don’t apply to just product descriptions: Design types and technical
features are also called different names depending on the component manufacturer.
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Plain and rolling-element
▼
linear bearings
P
lain bearings are the simplest type of linear guide, relying While plain linear bearings can be made from a wide variety
on sliding contact between two surfaces. Their construction of materials, profile-rail rolling-element bearings come in the
can be boxway, dovetail, or shaft and bushing. Boxway most diverse track geometries and raceway arrangements. Track
bearings are able to carry the highest loads, while dovetail geometry defines how the rolling elements make contact with the
designs require less precise machining and assembly. Plain raceways. Profiled rail track geometries can be:
bearing bushings are simple to manufacture and install, but their • Circular arc — which provides lower friction or
unsupported shafts give them limited load capacities and make • Gothic arch — which gives higher moment capacities.
them vulnerable to deflection.
In addition, the arrangement of the raceways on the profiled rail can
While metal surfaces provide the highest stiffness and load be either face-to-face or back-to back. The face-to-face arrangement
capacities, plain bearings can also be made of plastics or has equal load capacities in all directions, while the back-to-back
composites for high corrosion resistance and inherent lubricating arrangement gives greater torsional moment capacities.
properties. It’s important to note that sliding contact should always
be between dissimilar materials, with one element being harder than Determining the life of rolling element linear guides is done by
the other. This allows wear to be concentrated in the softer element. calculating the L10 bearing life — a theoretical but statistically
formulated prediction of the distance the bearing can travel before
Plain bearings have a high coefficient of friction, typically 0.05 to it reaches its fatigue life. The L10 life is based on the type and
0.1, when compared to rolling-element bearings. But unlike rolling magnitude of loading, although environmental factors such as
elements, they can withstand shock loads and vibrations without shocks, vibrations, and contamination can reduce the life of rolling
significant damage to the surfaces. Plain bearings are also less element bearings.
sensitive to contamination and rarely experience catastrophic failure.
CIRCULAR ARC CONTACT VERSUS GOTHIC ARCH CONTACT
In contrast, rolling-element linear guides add balls or rollers between
the two bearing surfaces. Rolling-element bearings can be recirculating CIRCULAR-ARCH PROFILES GOTHIC-ARCH PROFILES
(profiled rail bearings or linear bushings or linear bearing guides) or HAVE TWO POINTS OF CONTACT. HAVE FOUR POINTS OF CONTACT.
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Construction of rolling-element
▼
linear bearings
W
hile the construction of linear bearings that employ between the ball and raceway and affects the bearing block’s
balls for friction reduction isn’t a technical specification, friction and load capacity.
it is typically referenced in manufacturer catalogs. That’s
in part because the various linear-bearing construction Circular arc geometry produces two-point contact between the ball
options have a significant effect on performance. and the raceway. This gives the assembly a lower friction coefficient
and smoother running characteristics.
To review, raceway arrangement refers to where and how the
load-bearing balls sit on the profiled rail. There are two raceway Gothic arch geometry provides four-point contact between the ball
arrangements: face-to-face and back-to-back. and the raceways, resulting in higher moment load capacities …
but also higher friction. More specifically, the Gothic arch design
The face-to-face arrangement is often called the X arrangement provides two contact points on the ball and two contact points on
because the contact lines between the balls and the raceways point the raceway.
inward, making an X inside the profiled rail. This arrangement gives
the assembly equal load capacity in all directions but reduces its
ability to handle moment loads. MORE DETAILS ON ROLLING-CONTACT OPTIONS
a a
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MOTION DESIGN GUIDE I LINEAR BEARING DEFINITIONS
(continued)
Construction of rolling-element linear bearings
Recirculating elements (ball or roller bearings) between the Rails with a boxway shape or square shape are simplest. Square
rail and the bearing block enable precise linear motion. rails excel at carrying large loads without a lot of deflection.
The coefficient of friction with roller-element-based Manufacturers often preload square rails, and most linear
systems is much less than with slide based linear motion systems based on square rails do not self-align. Square rails
guides … about 1/50th that of non-recirculating systems. often have a smaller envelope size; the boxway rails handle the
highest loads in all directions.
Ball-type rolling element units are also subdivided into
recirculating and non-recirculating types. The flat guide Rails with a dovetail shape (or twin rail) have male geometry
ways here typically use double row recirculating rolling that securely engages female saddle geometry. That boosts
elements. The guide way rail can be either round or stability and load capacity, even in unusual orientations or
square. If the raceway is not grooved, the rolling element applications with unsteady loads.
is typically a linear ball bushing. If the raceway is grooved,
Round rails deflect less under load. In addition, systems based
the unit usually uses a ball spline.
on round rails are inherently self-aligning so are easier to install
For square rails, the raceway is usually grooved. than other options.
For ball-type rolling element units that are non- No matter the type, rails come in myriad sizes and lengths.
recirculating, the flat guide ways are grooved and use
linear ball guides. The guide ways are round rail, without a
grooved raceway, and use stroke bearings.
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Recirculating ball
▼
linear guides
T
here are two main types of recirculating-ball linear guides — AND PROFILE RAIL GUIDES
one that rides on round shafts and one that rides on profiled
rails. Because both types are based on recirculating balls, the
terminology used to refer to them is very similar and often
overlaps. Here’s a breakdown of the most common terms that are used
for each one:
Profiled rail recirculating ball guides are also referred to as guide rails,
linear guides, LM guides, or profiled rails.
Shown here is a
profiled rail bearing PROFILE RAIL
as well as round
shaft linear bearing.
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Summary of needle roller linear bearings
▼
M
ost engineers are familiar with rotary needle roller as cylindrical rollers offer a “step up” in performance over balls —
bearings — often called simply needle roller bearings. especially in terms of load capacity and rigidity — needle rollers
These are used extensively in automotive and industrial offer even better performance than cylindrical rollers in
power transmission applications due to their compact some respects.
size and high load-carrying capability.
In radial bearings, one of the main reasons for using needle rollers
But needles rollers aren’t just for rotary bearings. They also find use is their compact size, but in linear bearings, the main benefits of
in linear bearings as well. needle rollers over balls or cylindrical rollers are even higher load
capacities and better rigidity. This is because when needle rollers
For linear bearings, needle rollers were first incorporated into are used, the load is distributed among smaller and more numerous
non-recirculating linear guides, but manufacturers have recently rollers — each of which has a larger contact area than a cylindrical
introduced recirculating profiled rail guides with needle roller roller due to the needle roller’s longer length. This reduces the
bearings to meet ever-increasing demands for rigidity and pressure per roller and allows the bearing to carry higher loads. Less
smoothness of motion. load per roller also means less deformation and higher rigidity. In
fact, the rigidity of a needle roller linear bearing can be up to 50%
So how do needle rollers differ from traditionally sized cylindrical higher than that of a cylindrical roller version.
rollers? The key difference between cylindrical rollers and needle
rollers is the roller’s length-to-diameter ratio. To be categorized as a For recirculating profiled rail bearings, needle rollers also provide
needle roller, the roller’s length must be at least 3 times its diameter. smoother motion in two regards. First, needle rollers have higher
In fact, needle rollers can have a length-to-diameter ratio between dynamic (running) friction than balls or cylindrical rollers. Although
3:1 and 10:1, whereas cylindrical rollers have a length-to-diameter higher running friction is, in some applications, a negative trait,
ratio of less than 3:1. in the case of high-load, high-rigidity linear guides, the increased
running friction can be a benefit since it serves to dampen vibrations
The traditional load-carrying components in linear bearings — due to external forces. Plus with the load dispersed over more
both recirculating and non-recirculating types — are either balls rollers, vertical pulsation of the bearing caused by motion of the
or cylindrical rollers, both of which provide high load capacity, low rollers is also reduced.
friction, and good rigidity for linear motion applications. But just
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MOTION DESIGN GUIDE I LINEAR BEARING DEFINITIONS
(continued)
Summary of needle roller linear bearings
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Basics of telescoping linear bearings
▼
P
rofiled rail and round shaft linear bearings excel in because the nature of telescoping applications is to execute a move
applications that require long stroke lengths in a fixed and remain in that position for an extended time.
footprint. But if the design calls for a bearing that can retract
to move away from the process or to allow access to a Minimizing deflection is paramount though: Aluminum rails excel in
working area, a fixed rail or shaft won’t do. In these applications, lightweight designs, and stamped steel is an economical choice, but
telescoping bearings can provide high load capacity and high with limited load capacity and ability to withstand vibrations and shock.
rigidity in a retracting footprint. Cold-rolled steel is another economical option … but then the balls
riding the rails are harder than the rail and slider — ultimately resulting
For many people, the term telescoping bearings brings to mind in pitting and denting of the raceways. So hardened cold-rolled sliders
drawer slides — as those found in our kitchens and offices. But and raceways (while costlier) are recommended. They avoid the above
industrial applications that require telescoping motion are common, issues and allow preload for greater rigidity and less deflection.
and manufacturers produce telescoping slides with high rigidity in a
wide range of material and coating options for harsh industrial use. When employing telescoping linear rails, the load’s center of gravity
should be placed as close to the mounted rail as possible. It should
In fact, telescoping bearings offer partial, full, and over-extension also be centered about the moving element to allow for even load
stroke options. It’s key for design engineers to identify the extension distribution among the balls. Load calculations are normally made
needed and not just go with the longest possible (or practical) stroke assuming that the load is properly distributed.
option. Here’s why: Partial extension refers to an extension length
less than the closed length – typically 50 to 65% or better in select Like a profiled rail bearing, the primary function of a ball cage in a
cases. Full extension means the extended length is equal to or 100% telescoping bearing is to maintain ideal ball separation — ensuring
of the closed length. Over-extension means the bearing’s extended a more even distribution of the load. Without a ball cage, the balls
length is greater than its closed length — up to 150% in most cases. could gather at one end or the other of the stroke, limiting the
overall stroke available. Note that the ball cages in telescoping
Telescoping rails also come in dual-stroke or double-stroke bearings are typically stamped steel … so unlike those in profiled rail
configurations, which allow the load to be moved in both directions bearings, they do not reduce noise.
while maintaining the same closed length. One problem with this
configuration is that the intermediate element does not always Some final tips: When sizing a telescoping bearing for continuous
return to its closed position. To counter this, some manufacturers duty, be sure to use the proper life calculation and the dynamic
include a driving disk in the intermediate element to bring the load capacity. Some manufacturers publish load and deflection
assembly back to the correct position. specifications based on the slides being used in pairs (as they often
are), while others declare the load capacity per single rail.
Telescoping linear rails are often mounted on their side, as they can
withstand higher loads that way: Radial load capacity is greater than Also some manufacturers provide static load capacities and
the axial capacity. calculations rather than dynamic capacities and formulas. Make an
effort to understand how the slides are rated and what specifications
Static load capacity tends to be more critical than dynamic capacity the manufacturer is providing.
My Be sure to understand
C 0rax whether a stated load
is dynamic or static and
whether it’s based on a single
Mx rail or a pair of rails.
Mz
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Quick summary of air bearings
▼
B
earings are often thought of as mechanical rolling or sliding air film rises — both of which contribute to higher stiffness. There
elements, but linear (or rotary) bearings can also use a thin are four common methods for preloading air bearings: by adding
film of pressurized air to support a load. With no mechanical weight, through magnetic attraction, through vacuum, and by using
elements to generate friction or heat, air bearings are ideal two opposed air bearings.
for applications that require extremely high precision and stiffness.
The simplest method for creating preload in an air bearing is to use
Pressure generation and air delivery: Depending on how pressure a weight that is heavier than the load to be applied. This makes the
is generated, air bearings are classified as either hydrodynamic or air gap smaller, which increases the system stiffness. The drawback
hydrostatic. of the weight method of preloading is just that — it adds mass to
the system. It is also suitable only for horizontal applications — not
Hydrodynamic air bearings depend on relative motion between the inclined or vertical orientations.
bearing surfaces to generate pressurized air.
Magnetic attraction between the moving and stationary parts
In contrast, a hydrostatic air bearing relies on an external supply can also induce preload. But most air bearings are made of non-
to deliver pressurized air — or other gas. Because they can magnetic material, so this method requires that that a magnetic
maintain an air gap even when there is no relative motion between material be added to both bearing surfaces.
the bearing surfaces, virtually all air bearings used in industrial
applications are hydrostatic. A third way to induce preload is to add a vacuum to the bearing
surface, which creates a pressure differential and causes the external
The gaseous medium used for air bearings is typically compressed atmospheric pressure to exert force on the bearing. However, this
air, which is readily available in most industrial plants and processes. method is only useful if a vacuum source is available and practical to
However, any moisture in the air supply can develop into condensation install.
as the air transitions from high pressure to atmospheric pressure,
resulting in corrosion on the bearing surfaces. The most common preloading method is to configure two air
bearings opposite each other. Because stiffness is additive, an
When the quality of supplied air is a concern and corrosion would be assembly preloaded in this manner will have double the stiffness of
detrimental, another gas (typically nitrogen) can be used in place of a single bearing. Another benefit is that the errors on either bearing
compressed air. This is often the solution for clean room environments. will be averaged, resulting in much higher accuracy than other
preload methods can achieve.
Preload on an air bearing: Adding preload to an air bearing
increases stiffness and helps maintain a constant air gap. As air The drawback to using opposing bearings is that the load capacity
bearings are loaded, the air gap gets smaller and the pressure in the
HYDRODYNAMIC
HYDROSTATIC
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MOTION DESIGN GUIDE I LINEAR BEARING DEFINITIONS
(continued)
Quick summary of air bearings
will be reduced by approximately half. This method also requires are generally about 50% efficient. (Bearings with more area near their
additional space and doubles the mass of the bearing components. edges, relative to their overall surface area, will be less efficient.) Load
capacity is determined by the surface area of the bearing, the input
Compensation and media types for air bearings: In addition pressure, and the bearing’s efficiency: Load capacity = Surface area x
to preload, another factor that affects an air bearing’s stiffness is Input pressure x Efficiency.
compensation, which is the method by which airflow into the air gap
is controlled. Compensation works to create a restriction of airflow In fact, one of the primary benefits of air bearings is the elimination
thru the orifice and into the gap, before the restriction of the gap of friction-induced wear and heat generation. Their lack of
itself. By creating a reserve pressure at the orifice, pressure can be mechanical contact also eliminates the need for lubrication, reduces
increased in the gap, which gives the bearing stiffness. particle generation, and produces much less noise than rolling or
sliding bearings. With no recirculating elements, air bearings can
Gas can be delivered through one of two bearing types — those achieve higher speeds and accelerations than ball or roller bearings.
with orifices or those made from porous media. In an orifice bearing,
pressurized air is supplied through precisely sized holes placed The fluid film in an air bearing serves to average out small-scale
on the bearing surface. These holes are typically combined with errors, allowing air bearings to provide more accurate motion than
grooves to distribute the pressurized air evenly across the bearing mechanical bearings. Because the fluid film fully supports the load,
face. The drawback of orifice delivery is that air loses pressure and in contrast to the point or line contact of balls and rollers, it also
creates pressure gradients in the air gap as it expands away from the enables high stiffness.
orifice or groove.
Air bearings are linear (or rotary) guides, and as such, are simply one
Porous media air bearings allow air to be supplied through the part of a complete motion system. For a drive mechanism, the most
entire surface of the bearing, due to millions of holes in the porous common technology used in conjunction with air bearings is the
material. However, porous media are much more difficult to clear if ironless linear motor, due to its high precision and stiffness. Ironcore
they become clogged by oil vapor or other contamination. motors can also be used, but their inherent cogging effect can
generate unwanted errors.
Load capacity for air bearings: Theoretically, the load capacity of
Because of the tight tolerances required for air bearing operation,
an air bearing is simply the input pressure times the surface area.
components used in an air bearing system must be extremely
However, pressure is not equal over the bearing surface. As mentioned
accurate. For example, bearings should be mounted on a precision
above, as air exits the orifice, it expands and creates pressure
base — preferably granite, for its ability to be precisely machined
gradients. In addition, there is unavoidable leakage of air around the
and its dimensional stability — with recommended flatness of 1
edges of the bearing.
micron per 50 mm. All of this contributes to the extremely high
accuracy motion and stiffness that are the main features of an air
As a rule of thumb, the average pressure under the bearing surface
bearing system.
is typically 50% of the supply pressure. In other words, air bearings
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MOTION DESIGN GUIDE I LINEAR BEARING DEFINITIONS
(continued)
Common applications for air bearings
Air bearings are quite expensive but offer some advantages over air bearings (and stages built with air bearings and linear motors)
some mechanical bearings for niche applications requiring extremely produce virtually no particulates. And for use in the most stringent
high precision. In addition, a growing number of manufacturers are cleanrooms, where nearly undetectable particle generation is
working to bring the cost of air bearings down with advances in required, they can be operated with 99.9% pure nitrogen rather
materials and manufacturing for the precision bearing surfaces. than with air. Applications leveraging these benefits include
semiconductor wafer processing; medical device manufacturing; and
To demonstrate how air bearings are becoming more common in medical research and testing.
industrial equipment and processes, here are some of the benefits
they provide and the applications they serve. No change in performance characteristics over time: Friction
is highly non-linear … and reducing or eliminating it means that
High positioning accuracy and repeatability: Air bearings have settling times are shorter, as there is no need to wait for the
no mechanical contact and are virtually frictionless. This means they (relatively) slow servo loop to overcome the effects of friction. This
do not experience stick-slip effects or hysteresis, allowing them to also means that the primary variables in performance become
achieve nanometer-level positioning accuracy and repeatability. the servo bandwidth, payload, and machine resonances, making
Applications leveraging these benefits include ultra-precision performance very stable and predictable over time. Applications
machine tools and optical grinding. leveraging these benefits include semiconductor manufacturing and
equipment located in remote or difficult-to-access locations.
Straight and flat travel: With linear air bearing guides any pitch,
roll, and yaw errors are virtually eliminated — as are tilt and wobble Virtually unlimited service life: Load, speed, acceleration, and
errors with rotary air bearings. This is due in part to the surface other application parameters do not affect the life of an air bearing.
averaging effect, which occurs because an air bearing supports the In fact, the primary factor is wear due to contaminated air, which can
load along its entire length, in contrast to mechanical rolling element cause corrosion. For an air bearing stage driven by a voice coil or
bearings, which support a load only at the contact points of the balls linear motor, the cables and cable management – which are, in most
or rollers. cases, easily replaced – become the limiting factor for wear and life.
Applications leveraging these benefits include processes that require
Applications leveraging these benefits include optical-inspection continuous operation or extremely high duty cycles.
equipment and medical-device manufacturing.
$$$$
$$
BEARING SURFACE
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What is L10 life and why does it matter?
▼
O
ne of the fundamental steps in selecting
a recirculating linear bearing, whether
profiled rail or round shaft type, is to
calculate the bearing life. But how is this
calculation derived ... and what does it mean in the real
world?
C = bearing dynamic load capacity (N) Some manufacturers base the dynamic load capacity of their linear
recirculating bearings on a travel of 50 km (50,000 m). The ISO
F = applied dynamic load (N) standard acknowledges this difference and provides a dynamic
load rating conversion factor that should be used when comparing
bearings rated for 50 km with bearings rated for 100 km of travel.
Although the bearing life equation is relatively straightforward, In these cases, one of the following conversion methods should be
there are some nuances to determining bearing life of which applied:
design engineers should be aware. • multiply dynamic load capacity of the 100 km bearing by 1.26
First, the dynamic load capacity C of a recirculating linear bearing • divide dynamic load capacity of the 50 km bearing by 1.26
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MOTION DESIGN GUIDE I LINEAR BEARING DEFINITIONS
(continued)
What is L10 life and why does it matter?
To see how the 1.26 correction factor is derived, check out this article. • Special mounting situations (such as two bearings used with
minimal spacing between them), shaft hardness (when it falls
Second, the ISO standard specifies that the bearing life below HRC58)
applies to linear motion rolling bearings with contemporary, • High temperatures
commonly used material and manufacturing quality and under
• Short stroke applications.
conventional operating conditions — emphasis added.
Although the standard L10 life is based on a reliability of 90% it
In the real world, many applications operate in conditions with high
is possible to specify bearing life at a higher reliability level. In
temperatures, shock loads, or other factors that will reduce bearing
order to do this, the bearing life equation is multiplied by a factor
life — for which the bearing-life equation does not account.
corresponding to the desired reliability. For example, the factor for
To adjust for these conditions, manufacturers provide factors that bearing life with 95% reliability, which is denoted L5, is 0.62.
either de-rate the dynamic load capacity or increase the applied
So the bearing life equation for 95% reliability is given as:
load, reducing the bearing life accordingly. For example, if a
bearing operates under heavy impacts or vibrations, the applied
load would be multiplied by a factor between 2.0 and 3.0.
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