| INCh AND METRIC LINEAR ASSEMBLY
GLOSSARY AND TECHNICAL DATA |
| LINEAr BEARING TYPES |
LINEAR SHAFTING |
LINEAR SLIDE SYSTEMS
AND SYSTEM DESIGn CONSIDERATIONS
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BEARING DESIGN CONSIDERATIONS |
Introduction
EXCEL Linear Bearings
LBB Bearings
ILBB Instrument Series
Open Series Bearings
Bearing Seals
Bearing Materials
EXCEL Maximum Speed
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Shafting
Material
Case Hardness
Surface Finish
Straightness
Pre-Drilled & Tapped Holes
Precision End Machining
Length Tolerance
Shaft Supports
Self-Aligning Linear Bearings
Pillow Block Mounting Tolerances
Pillow Block Materials
Pillow Block Seals
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Series 100
Slide System
Series 200 Slide System
MM Series Slide System
System Configuration
Single or Double Shaft Systems
Fully Supported or Unsupported Shafts
Linear Bearing Blocks
Carriage Plates
Bearing/Shaft Size
Load Conditions
Acceleration Forces
Shaft Deflection
Deflection Calculation
Misalignment Calculation
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Application
Variables
Coefficient of Friction
Lubrication
Maximum and Normal Load Ratings
Load Life Determination
Shaft Hardness
Equivalent Load
Bearing Installation
External Retaining Rings
Assembly Excessive Fit
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| LINEAR
BEARING TYPES |
INTRODUCTION
Nook Industries manufactures a full range of linear slide systems
and slide systems components. The PowerTrax™ line of linear components
includes solid shell LBB linear bearings, self-aligning EXCEL™ linear
bearings, HG Hardened and Ground Shafting, Pillow Blocks and complete
slide systems.
EXCEL
LINEAR BEARINGS
Designed to fit into precision bores, these bearings are self aligning
and offer long life. Precision hardened and ground bearing plates
with ball conforming tracks are contained in a molded thermoplastic
housing.
LBB
These bearings are used in lower load applications where self alignment
is not required. The precision fit between the bearing and shaft
is built into the bearing a result of the solid steel shell. These
bearings utilize a molded plastic bearing ball retainer assembled
inside a hardened and ground shell.
ILBB
INSTRUMENT SERIES
Similar in construction to LBB linear bearings, Instrument Series
Linear Bearings are small diameter, high precision bearings with
stainless steel shells. When matched with Instrument Series Linear
Shafting, ILBB Linear Bearings provide high performance with .0001
to .0003 inch clearances. ILBB Linear Bearings are used in light
load, high precision applications where low friction guidance is
required such as medical and semiconductor equipment.
OPEN
SERIES BEARINGS
For applications requiring fully supported shafts, “open” bearings
are available in both LBB and EXCEL™ types. In an open bearing,
one ball circuit is removed to allow the mounted bearing to translate
along a supported shaft.
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SEALS
LBB and EXCEL™ bearings are available in sealed and unsealed versions.
ILBB bearings are unsealed.
MATERIALS
Nook PowerTrax™ linear bearings use a combination of high performance
thermoplastic, chrome-steel bearing balls, and either a one piece
hardened steel shell or precision ground hardened steel bearing
plates. (SEE FIG. 1) |
| FIG.
1 |
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EXCEL™
MAXIMUM SPEED
When used in high speed or high impact environments, EXCEL™ bearing
capacities should be de-rated as shown in the chart. Divide the
rated load by the load factor to determine the appropriate bearing
size. (SEE FIG. 2)
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| FIG.
2 |
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| LINEAR
SHAFTING |
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MATERIAL
Nook PowerTrax™ HG Shafting, made from high quality alloy steel,
is manufactured and stocked for immediate shipment from our Cleveland,
Ohio facility, in diameters from 5 to 80mm and 1/4 to 4 inches.
Stainless Steel 440c shafting is available from 1/4 thru 1 inch
diameter.
Standard diameters can be cut to your specified
length and shipped within 24 hours of receipt of your order. Contact
Nook Industries, Inc. for availability of special diameters.
CASE
HARDNESS
PowerTrax™ HG alloy shafting is induction hardened Rc 60-63. Stainless
steel shafting is hardened to Rc 50-55. The case depth on all PowerTrax™
HG Shafting is precisely controlled for optimal performance. The
extremely hard surface minimizes wear and is resistant to nicks
and scratches. (SEE FIG. 3)
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| FIG.
3 |
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SURFACE
FINISH
PowerTrax™ HG shafting is centerless ground to a consistently smooth
surface finish of 10-14 micro-inches rms. Excellent surface finish
and hardness maximize the efficiency and life of linear bearings.
STRAIGHTNESS
PowerTrax™ HG shafts are straight within 0.001/0.002 of an inch
per foot accumulative when shipped from the factory. Handling or
machining of shafting can cause the material to bend.
PREDRILLED
& TAPPED HOLES
PowerTrax™ HG alloy shafting is stocked with radial holes drilled
and tapped to accept a continuous shaft support rail. Continuous
support prevents shaft deflection when used to support heavy loads
or for long travel lengths. Radial holes can be supplied in stainless
steel shafts 5/8" diameter or greater.
PRECISION
END MACHINING
PowerTrax™ HG shafting can be supplied pre-machined to application
requirements. Send a detailed sketch or blueprint for a prompt quotation.
See page 215 for descriptions of machining offered by Nook Industries.
LENGTH
TOLERANCE
PowerTrax™ HG shafting cut to your specified length will have a
standard length tolerance of +1/32". Closer tolerances are available
for an additional charge. Chamfered ends are standard on all cut
shafting.
SHAFT
SUPPORTS
Aluminum support components for end mounting or continuously supporting
PowerTrax™ HG shafting are available for inch sizes up to 2 inch.
SELF-ALIGNING
PILLOW BLOCKS
PowerTrax™ Pillow Blocks simplify mounting of PowerTrax™ Linear
Bearings. They are available with EXCEL™ Bearings to fit shafts
from 1/4 to 2 inch and 10 to 50mm. PowerTrax™ Pillow Blocks provide
or precision bearing bores necessary for linear bearing installation.
MOUNTING
TOLERANCES
The PowerTrax™ Pillow Block mounting surface to centerline dimension
is held to ±0.001 inch. Bearings will self-align up to ±1/2°.
MATERIALS
All PowerTrax™ Pillow Blocks are manufactured from precision machined,
thick walled, extruded Type 6061-T6 aluminum.
PILLOW
BLOCK SEALS
PowerTrax™ Pillow Blocks are supplied complete with lip seals. The
sealed pillow block keeps lubricant in and dirt and debris out resulting
in smoother operation and longer bearing life. |
LINEAR
SLIDE SYSTEMS |
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SERIES
100 SLIDE SYSTEMS
PowerTrax™ Series 100 slide systems are pre-assembled and ready
to mount. Series 100 slides consist of combinations of PowerTrax™
Linear Ball Bearing Pillow Blocks, HG shafting, carriage plates
and shaft supports. Aluminum carriage plates include threaded steel
inserts at key mounting locations. All exposed non-wearing components
have a protective, corrosion resistant finish.
SERIES
200 SLIDE SYSTEMS
PowerTrax™ Series 200 slide systems are assembled slides which include:
- Linear bearing pillow blocks
- Integrated end supports
- HG linear shafts
- Carriage Plate
- PowerTrac™ Ball Screw assembly
Many options are available for these slide
systems. Different screw styles and leads, protective boots, special
motor mounts and custom carriage plate machining is available. Contact
Nook Industries, Inc. for assistance.
MM
SLIDE™ MINI SLIDE SYSTEM
PowerTrax™ MM Slide™ are metric-dimensioned compact slide units.
They utilize lightweight aluminum components and include an integrated
carriage/pillow block assembly for a reduced overall height. A wide
variety of screw diameters, leads and nut styles are available.
These systems include:
- EXCEL™ linear bearings
- Integrated end supports
- HG linear shafts
- Carriage/pillow block assembly
- 1 Lead screw assembly
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BEARING
DESIGN CONSIDERATIONS |
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To Top
To determine the best linear bearing product or system for your
application it is necessary to know:
- Amount of load
- How the load is applied
- Length of stroke
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COEFFICIENT
OF FRICTION
PowerTrax™ linear bearings exhibit an extremely low coefficient
of friction ranging from 0.0008 to 0.0035. Coefficients of static
and rolling friction are used to estimate the force required to
overcome frictional resistance. The formulas for determining static
and rolling frictional resistance are:
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WHERE:
Fs = Static frictional resistance (lbs)
Fd = dynamic frictional resistance (lbs)
L = applied radial load (pounds)
fs = coefficient of static friction
fd = coefficient of rolling friction
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The tables show the coefficients of friction for PowerTrax™ Linear
Bearings operating on hardened and ground shafts of recommended
diameters. (SEE FIG. 4)
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| FIG.
4 |

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There are other variables that affect the
dynamic frictional resistance of linear bearings. These variables
include:
Lubrication – Dry linear
bearings exhibit the lowest coefficient of friction. Friction values
for lubricated bearings are higher due to the presence of lubricant
surface tension.
Seals – Non-linear seal drag
occurs because of the geometry and the materials used in the bearing
seals.
Contamination – Foreign particles
restrict free rolling of the bearing balls and will contribute to
an increase in dynamic frictional resistance forces.
LUBRICATION
A lubricant formulated for rolling friction should be used with
PowerTrax™ Linear Bearings.
In applications where operating speeds are
low and loads are light, PowerTrax™ linear bearings can be used
without lubrication at a reduced life. However, to protect the highly
polished bearing surfaces from corrosion and wear, a lubricant is
recommended.
Where linear speeds are high, a light oil
should be used and provision for re-lubrication should be made to
avoid operating the bearings dry. For typical applications, a medium
to heavy oil has good surface adhesion and affords greater bearing
protection.
Linear Bearings 2" diameter and above may
use high pressure lithium grease such as Shell Alvania #2 for moderate
speed applications. Lubricants containing additives such as molydisulfide
or graphite should not be used.
Nook Linear Lube LBL-1 liquid is a good, all
purpose lubricant for use with linear bearings. See Linear
Lubrication page for more information.
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MAXIMUM
AND NORMAL LOAD RATINGS
The required design life, the shaft hardness, and a bearing dynamic
load rating affect the load that can be applied to a PowerTrax™
linear bearing. Two dynamic load ratings are given for each bearing
size based on the rotational orientation of the bearing.
Normal Load Rating – The
Normal Load Rating is used in applications where the orientation
of the ball tracks relative to the load cannot be controlled. The
Normal load rating is based on a load imposed directly over a single
ball track. The Normal load rating shown in the specification tables
is slightly greater than would be mathematically calculated based
on one track loading because it assumes that the load is shared
to some degree by one or more of the adjacent ball tracks.
Maximum Load Rating – The
Maximum load rating assumes that the load is applied midway between
two ball tracks as illustrated below. In this orientation the load
is distributed over the maximum number of bearing balls. (SEE FIG.
5). |
| FIG.
5 |

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LOAD
LIFE DETERMINATION
The Normal and Maximum load ratings are based on a Rc 60 shaft hardness
and a travel life of two million inches. For linear bearing system
operating at less than full rated load, the Load-Life Curve may be
used to determine the travel life expectancy. (SEE FIG. 6)
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| FIG.
6 |
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SHAFT
HARDNESS If shafting other than
standard alloy PowerTrax™ HG shafting is used, the Shaft Hardness
Curve establishes a shaft hardness correction factor, Rh. When calculating
the equivalent load, this factor compensates for the effect of hardness.
(SEE FIG. 7)
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| FIG.
7 |

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EQUIVALENT
LOAD
An equivalent load value can be calculated when sizing linear bearings
for applications at conditions other than maximum rating. Equivalent
Load Formula:
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WHERE:
Le = Dynamic Equivalent Load (The minimum bearing capacity to
meet design life requirements)
La = Applied Load (Actual Load)
RL= Load Life Ratio Factor (from chart)
Rh= Shaft Hardness Ratio Factor (from chart)
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BEARING
INSTALLATION
In most installations, PowerTrax™ linear ball bearings are designed
to slip-fit into the housing bore and secured by one of the following
means:
- Between an internal housing shoulder and
a threaded cap.
- Between external retaining rings.
- Between internal snap rings in the bore of the housing.
The bore diameter required to maintain recommended
bearing/shaft clearance is given in the EXCEL™ linear bearing information
section. The bore does not affect clearance between an LBB bearing
and a shaft. (SEE FIG. 8) |
| FIG.
8 |

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EXTERNAL
RETAINING RINGS
PowerTrax™ precision external retaining rings are available in spring
steel for all sizes of PowerTrax™ linear bearings and in stainless
steel through one inch. They are used to provide shoulders on the
O.D. of the bearing for purposes of positioning and retention. The
rings are sized to use existing grooves in the bearing. (SEE FIG.
9)
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| FIG.
9 |
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ASSEMBLY
EXCESSIVE FIT
Oversized shaft diameters or misalignment between the installed
bearings can cause preload between the shaft and the bearing. Preload
conditions should be corrected before operating the bearing. If,
in an assembled unit, the shaft can freely rotate relative to the
bearing, then the fit is at the maximum or less. |
SYSTEM
DESIGN CONSIDERATIONS |
SYSTEM
CONFIGURATION
PowerTrax™ Linear Slide Systems are available in a variety of configurations.
The following factors should be considered when choosing the slide
system which best suits an application.
SINGLE
OR DOUBLE SHAFT SYSTEMS
The majority of applications require double shaft systems in order
to restrain the load in two planes. Single shaft systems may be
used for hanging or vertical loads where rotation of the bearing
around the shaft is allowable.
FULLY
SUPPORTED OR UNSUPPORTED SHAFTS
Fully supported systems are used to eliminate shaft deflection.
Full shaft supports must be attached to a machined mounting base.
Open style bearings used with this system are sensitive to load
orientation. End-supported systems are generally used to span a
gap or where some deflection is allowable. This system uses closed-style
bearings that achieve higher load capacities. The shaft must be
selected so that deflection does not exceed self-alignment capability
of the bearing.
LINEAR
BEARING PILLOW BLOCKS
Two bearings must be used to support a load on a shaft. Single blocks
allow for custom spacing and wider load bearing stances. Twin pillow
blocks have a compact, one-piece design.
CARRIAGE
PLATES
Carriage plates are designed in two styles for linear system packages.
Carriage 1 is designed for two pairs of single bearing blocks. Carriage
2 is designed for two twin bearing blocks and has a shorter over
all length.
BEARING/SHAFT
SIZE
For fully supported systems the bearing size needed for the application
is determined by the load and life requirements.
For end-supported systems, both the bearing
diameter that meets load and life requirements and the shaft diameter
that results in an allowable deflection must be determined. The
correct choice of shaft/bearing diameter is the larger of the two.
LOAD
CONDITIONS
Linear systems require at least three bearings to define the plane
of motion. It is necessary to identify and understand which of following
load conditions affect the application:
- Centered Loads
- Offset loads
- Side Loads
- Vertical Loads
- Gravity effects
- Reaction Forces (i.e., cutting tool reaction).
- Dynamic loading (acceleration, deceleration and inertial loads)
Apply the actual load to the appropriate load
condition in the figure below to calculate the resulting bearing
loads. (SEE FIG. 10). |
| FIG.
10 |
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ACCELERATION
FORCES
Use the equation in the following figure to determine the additional
forces developed due to acceleration. If impact or impulse loads
are anticipated, these forces must also be considered when selecting
the appropriate bearing size. (SEE FIG. 11) |
| FIG.
11 |
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SHAFT
DEFLECTION
Shaft deflection should be considered when choosing the proper bearing
and shaft diameter for end-supported systems. Deflection is directly
related to the diameter of the shaft, the unsupported length of
the shaft, and the type of shaft end mounting that is used.
Typical Shaft End Mounting. (SEE FIG. 12)
“Simple” - the end allows some of the shaft
deflection slope through the fastening point.
“Fixed” - the ends are constrained from deflection.
NOTE: Fixed end mounting can be accomplished
by capturing the shaft end with a length of engagement equal to
or greater than 1 1/2 times the shaft diameter. |
| FIG.
12 |
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DEFLECTION
CALCULATION
Use the formula: |
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WHERE:
N = value from FIG. 13
W = load in pounds
L = length (in inches) of unsupported shaft section |
| FIG.
13 |

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MISALIGNMENT
CALCULATION
PowerTrax™ linear bearings allow for 1/2 degree misalignment. To
determine the amount of misalignment due to shaft deflection use
the formula: |
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WHERE:
= angle
in degrees
D = shaft deflection
L = length (in inches) of unsupported shaft selection.
If misalignment is greater than 1/2 degree, then:
- Reduce the Length of the shaft.
- Use a larger shaft diameter.
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