Ballscrew Basics


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    Default Ballscrew Basics

    "Ballscrews? What the heck is a ballscrew, and why use one? My machine came with ACME screws, and those seem more than adequate for my CNC conversion!" This is a fairly typical question that someone new to CNC is prone to state. In this article, I will "scratch the surface", so to say, of ballscrew characteristics, and importantly, which type to use in your particular machine.

    Expect no mathematics or analysis of loads; these will vary with the machine and the type of work you intend to perform! Instead, I'll propose some very simple rules of thumb regarding the sizing of the ballscrew for your machine. Take that portion of this article with a huge grain of salt. If in doubt, there's plenty of research material available on the internet from companies like Lintech.

    A ballscrew is a variation of a standard screwform shaft and nut. The "threads" on the shaft are hemispherical or ovoid in shape, and are designed to allow a hardened steel ball to make contact and transfer forces between the ballnut and the shaft. The heart of the system is the ballnut. It too has internal grooves, which combine with the shaft grooves to create a channel for the ball to travel. As the shaft and nut are rotated, the balls travel relative to the ballnut. Consider a normal ball bearing... hold the inner race, and rotate the outer race. Focus on a single ball. It will travel in a circular motion. In a ballscrew/nut, as our friendly ball moves along, it eventually will reach the end of the internal ballnut tracks. Ultimately, it would simply pop free, and every ball in the system would thus be ejected within a few turns of the nut without a return path. Therefore, to recirculate the balls, a return tube is engineered within, or external to, the body of the ballnut. The ball exits the nut at one end, enters the return tube, and is routed back to the other end of the nut, where it begins its journey anew. They are fascinating devices!

    Given this complexity, why use a ballscrew? There are two primary reasons. First, and most important, the ballscrew is far more efficient than any other screw form for converting torque from your motor to linear motion, via the ballnut. Most manual machines make use of the classic ACME screw and nut. A typical ACME threadform has an efficiency of roughly 40%, whereas a ballscrew's efficiency can easily top 90%. More efficiency equates to lighter servos or steppers, less energy wasted due to friction, and in most cases, where adequate lubrication is available, exceptionally long service life.

    The second reason ballscrews are desirable in our machines is that ballscrews lend themselves well to the elimination of backlash in a system. ACME nuts can be made zero-backlash, but this further reduces the efficiency of an already poor system. Backlash is an important concept. Allow me to help create a mental picture. You are moving a load with a ballscrew or other threadform. Stop turning the shaft. Measure EXACTLY the location of the load. Now, SLOWLY start turning the shaft in the opposite direction. If the load IMMEDIATELY begins to move, congratulations, you have zero backlash. If the shaft must rotate some amount before the load responds, that's backlash. Backlash and CNC = bad. Zero backlash = good. Some CNC software is advertised as being able to compensate for backlash, but it is never as good as a tight, zero-backlash axis. Try cutting a circle with a 2-axis system which has backlash, and you'll see what I mean.

    "But what about accuracy?? Isn't that the primary reason to use a ballscrew?" True, accuracy can be extremely high, but ACME screws can be ground and with a correct, matching nut, can exhibit identical accuracy to the finest ballscrew. In my own shop, I have a pair of ground ACME screws which are accurate to within 0.0001" over 12". They are still NIB, as to achieve that level of accuracy, the nut is fairly tight, and a significant torque is required just to move the nut, let alone an attached load.

    Now that we've determined that the ballscrew threadform is very desirable for your new "Super Mill" or "Mega Router", we must further differentiate between ballscrew types. Ballscrews come in two basic "flavors", rolled, and precision ground. A rolled ballscrew has its thread formed under intense pressure by being taken through a series of roller dies which progressively form the ball channels. This is basically a forging operation... the shaping of metal by extreme forces rather than metal removal. Rolled ballscrew accuracy can be quite good, but it cannot currently match grinding.

    A precision ground ballscrew is created as its name implies... exceptionally accurate and well-dressed abrasive wheels cut the ball channels in both the screw and the nut. Tolerances and overall accuracy can be phenomenal. So can the price! Two additional benefits of a ground ballscrew - they tend to run much more quietly than rolled, and due to the precision of the threadform, it is not a difficult matter to create a ballnut that exhibits zero backlash. Rolled ballscrews also can be made with zero backlash, but it is a much more involved process than a ground ballscrew. To produce this happy state in a rolled screw, usually two ballnuts are used, mounted back-to-back, with some form of powerful spring tensioning (like belleville washers) between them. Sometimes oversized balls or skewed tracks are used, but lead variation of the shaft threads makes the latter two methods much more difficult to do properly.

    I believe I can say without quibbling that ground ballscrews are always better than rolled. The problem is in the cost. A 3' section of 5/8" dia. rolled ballscrew can be had for perhaps $40 new, and a nut for another $25. A similar length of ground ballscrew will easily top over $1,000 for one of good accuracy. Fortunately, ground ballscrews are available on eBay for reasonable prices; otherwise, very few of us could afford them for our home shops. They are used extensively in the semiconductor industry, and scrapped clean-room equipment can yield some very nice ballscrews.

    How to identify the difference visually? It's pretty easy with just a bit of experience. To start, ignore the journals, these are usually ground for radial bearings and they all look the same. You'll want to first examine the shaft. Quite simply, ground ballscrews flat-out look better. The finish of the grooves is quite shiny, and very uniform. The "lands", those portions of the shaft which seperate the ball grooves, are finished as nicely as the grooves. They are normally plain, with no markings, lines, or other features. Now, move to the ballnut. A ground ballnut is often bulkier than a rolled ballnut, and the vast majority have a flange, meaning that the round body of the ballnut ends with a round, rectangular, or square flange perpendicular to the shaft axis. The nut's return tube may be internal or external. The finish on the nut should be very similar to the shaft, in other words, bright and uniform. Usually there is a plastic wiper installed on both ends of the nut to keep debris out of the nut's internals.

    A rolled ballscrew will usually exhibit one or more of these characteristics: the shaft is often a black oxide finish. I've seen almost NO ground ballscrews other than bright. The finish, whatever the color, isn't as uniform, nor is it as pleasing to the eye as ground. The nut often has no flange, but is instead threaded to mount an accessory flange. (There ARE many exceptions to this, however.) Usually, there is some form of marking on the lands. Often, it is a light groove which spirals about the screw on the center of the land. I have no idea why that line exists; perhaps it is used to index the screw as it is being formed. Whatever it is, it is VERY common to rolled ballscrews.

    By manufacturer? Sometimes. Thomson and Warner ballscrews are almost always rolled. Star, and especially THK, offer a huge mix of rolled and ground. Just because it's a THK doesn't mean it's ground! NSK screws are predominantly ground. These are GENERAL rules only!

    On eBay, use caution - USUALLY the seller will identify a ground ballscrew as such, while a rolled ballscrew is usually referred to as only a "ballscrew".

    Attached to the end of this article are two pictures, ROLLED.JPG and GROUND.JPG. Study them a bit.

    One other method... if the seller simply describes the ballscrew with an accuracy class of C5 or better, especially C3 or better, it'll be ground.

    With that, let me touch on accuracy. Ballscrews usually have their own special model #, which varies with the maker. Fortunately, the accuracy designation tends to follow a numerical format. The numbers start at 0 and go upwards, usually by twos, so you can have a C1, C3, T7, etc. The lower the number, the better the accuracy. Ground ballscrews start at 0. Usually the designation is C0; sometimes you see P0.

    Some typical lead variations for different accuracy grades...
    C0 - 3um or 0.0001" per 300 mm / 12"
    C3 - 7um or 0.00027"
    C5 - 14um or 0.0005"

    The longer the stroke, normally, the larger the variation will be. In other words, it is very difficult to create a 1 meter section of C0 ballscrew, but much simpler to execute the same over only 20 cm when a C5 tolerance is indicated. Remember these values are WORST case! The average lead variation for these screws is much smaller... only perhaps in a certain portion of the travel may the variation reach these values! So you can see that ground screws can have terrific accuracy. They often come with a graph of their lead variation, created with a precision laser measurement device.

    Above C5, we enter the rolled ballscrew range. The very best precision rolled screws can reach C5, but these are also quite expensive, not much less than a ground screw.

    Often, you'll see the C or P designation give way to a T designation, the T standing for "transport". T-screws are often used in industry for actuating imprecise motion, like a flap on an aircraft, a gate valve, etc. But that doesn't mean they cannot be used for CNC! Just understand what you are dealing with. The majority of rolled screws you'll encounter will be T7 grade.

    T7 - 52 um or 0.002" per 300mm / 12"
    T10 - 210 um or 0.008"

    You can see that T7 isn't bad, but above that it can get ugly, at least for a CNC machine.

    Very quickly - don't get confused by repeatibility vs accuracy. Even the crummiest ballscrews usually have excellent repeatibility, which is nothing more than having the ballnut repeat to a specific point. That's wonderful, but if the accuracy is poor, a high repeatibility won't help you if you need a part of a very specific dimension.

    "Great! I'll use a ballscrew. It has a number of powerful advantages over ACME or any non-recirculating screwform." Not so fast!

    Hand in hand with the ballscrew is the supporting elements. To be effective, any leadscrew must be fixed axially to absorb thrust loads. Yet it must be free to rotate so that your CNC machine actually moves. The answer (I'm sure you've already guessed this) is a radial bearing, commonly called a ball bearing. Before you run off and buy some inline skate bearings, bear with me, we have more choices to deal with!

    A C0 ballscrew is worthless if it is supported by a single, standard radial ball bearing. Such a setup has little ability to absorb thrust loads, and the entire ballscrew will move, along with the inner race of the bearing, under load. And it doesn't take much to move over 0.001", negating all of that expensive accuracy! The ballscrew must be FIRMLY fixed in place on one end, usually the driven end, and to do this normally requires a pair of bearings, mounted back to back. The ballscrew driven journal is physically clamped between two inner races, usually between a shoulder in the ballscrew, and a nut. When the nut is tightened, the two inner races are loaded relative to each other. If we then firmly fix the OUTER races in a block or end plate, the ballscrew is now free to rotate relative to the plate, but will not move in an axial direction. This is best achieved by using what are known as angular contact bearings. In these bearings, the inner and outer races are tapered, meaning if they are loaded relative to each other, they will no longer move axially. Rather than try and describe such a setup with words, please refer to the attached print of a typical bearing block with two angular contact bearings. Don't just glance at it if you do not understand the relationship, study it a bit and it will become clear.

    For simple setups, a pair of cheaper 7200 series of bearings will work fine. These bearings can be purchased new for perhaps $12 U.S. each. For more accuracy, higher-precision, matched pair bearings can be used, but these can run to several hundred $ a pair! Ouch. For VERY light setups, two normal radial bearings, NOT angular contact, can be loaded in a similar fashion, but will handle nowhere near the axial loads that a true angular contact bearing can take.

    With the driven end fixed, why not REALLY fix the ballscrew in place by using another pair at the opposite end of the ballscrew? Don't do that! The far end of the ballscrew must be free to float axially. This is due to temperature variations. As the ballscrew heats up, it will expand, and it must be allowed to do so, or binding and warping will result. The non-driven end of the ballscrew (normally referred to as the simple support end) has a simple journal turned or ground, usually to a length of perhaps 1.5 X the width of the single
    radial bearing used at the simple support end. When installed, you'll want to create a modest gap between the squared-off ends of the thread, and the bearing inner race. That gap will be taken up by expansion. It is possible to simply float the non-driven end of the ballscrew, but this will greatly limit the maximum speed that the ballscrew can be driven. The simple support end of an axis is fairly easy to do, so it's best not to skip that step in your project.

    Even a T7 rolled screw will benefit greatly from a god set of fixed-end bearings. This is one area which beginners often skimp upon, and they then wonder why their 0.002" ballscrew performs so badly, and has 0.008" of backlash, even with a "0 backlash" ballnut installed.

    So how do we eliminate backlash? First, consider again the bearing set. If not fixed axially, you will create a backlash condition when you reverse the ballscrew under load. Assuming you have a good bearing set, all remaining backlash can then be attributed to the ballnut and its interface with the machine. I am not going to go deeply into backlash and the ballnut. Very quickly, ground ballscrews are normally fitted with a zero-backlash nut. To do this, the manufacturer loads the nut with oversized balls; or, the ballnut ball tracks can be skewed slightly relative to the shaft tracks, thus loading the system. If this is your situation, you are good to go. How it is done is not so important as the fact that it is common to mount a zero-backlash ballnut on a ground ballscrew. If you are not sure if your ballnut is zero backlash, it can be tested with a very sensitive dial indicator (say 0.0005" or less). Mount a handwheel on the screw, drive the ballnut, apply the indicator, then reverse. If the indicator needle responds to the slightest reversal of rotation, then you have zero (or close to 0) backlash.

    Rolled screws are tougher to deal with. Due to lead variation, if you load oversized balls, or skew the nut tracks, the system can bind as the nut travels into portions of the screw where the threads are a little closer together, or a little farther apart. A good rolled ballscrew CAN be set up in a manner similar to ground, but far more common is the use of two nuts on the same ballscrew, mounted close together, with some form of powerful spring between them, usually belleville or stout wavy washers. Manufacturers like Thomson sell assemblies that will do this, and the price is not excessive. If you can afford it, I recommend a manufactured, zero-backlash ballnut assembly for your rolled screw.

    What else? There's still PITCH. What pitch to use? With some rare exceptions, such as miniature, precision instrument ballscrews, most manufacturers' finest pitch is usually 4 or 5mm, or 0.200" travel per turn. Any of these is ideal. If the pitch is finer, smaller balls must be used, and this limits the load carrying capability. Ballscrews lend themselves well to VERY coarse pitches; even a 16mm dia. ballscrew can be made with 10, 20 or more mm per turn. These are not as desireable as a finer pitch. A coarse pitch will reduce the resolution of your system, and not transfer torque to linear motion as well as a finer pitch. Unfortunately, many of the surplus ground ballscrews available use a pretty coarse pitch. Even if the price is very attractive, honestly, I recommend passing on any ballscrew with a pitch coarser than 5mm or 0.200". Metric or imperial? It shouldn't matter. A decent control can handle metric or imperial, and output whatever product you want. Likewise, the direction of rotation is irrelevant.

    Lots to think about. Where are we now? We've discussed ground and rolled ballscrews, accuracies, and the need for a good bearing set. Pitch too. Let's put this knowledge to use.

    Ultimately, EVERY consideration made will correlate to your desired product. Decide what you want to produce with your new CNC toy BEFORE you begin the construction or retrofit. What follows is pure opinion. If you disagree, then feel free to completely reject what I am about to say!


    Situation 1: "My goal is primarily 2D routing of hardwood. I want to build a BIG machine. I really cannot see doing any metal beyond a very occasional chunk of aluminum, and even then, the metal product can be somewhat crude so long as it is shaped correctly!"

    Solution: Thomson or similar rolled ballscrews. A pair of SKF 7200 series angular contact bearings loaded into a plate or shop block. The simple support end can go into a pillow block or other simple homemade bearing block. Thomson factory zero-backlash ballnut, as routers tend to have large dimensions, and the loss of 1" of travel due to the length of a double ballnut usually isn't a problem. For an axis smaller than 24" travel, a ballscrew of 5/8" diameter, this is the cheapest new ballscrew that you can buy. Make your ballscrew bearing journal 10mm for an SKF 7200 angular contact bearing set, or 12mm for a SKF 7201. For axes longer than 24", go with 3/4" or 1" diameter, and larger bearings. This setup will give you accuracies of +/- 0.004" over 1 foot. Repeatibility will be excellent. This will be a T7 accuracy system with zero backlash, and will chop wood all day long!


    Situation 2: "I want to convert a Harbor Freight or Grizzly mini-mill to CNC, using steppers. I will be making simple parts for R/C, engraving plaques, and a few other things."

    Solution A: If you can handle T7 accuracy, again, I'd go with rolled ballscrews. The good news here is that while 0.004" over 1 foot doesn't sound too good, the vast majority of the parts you'll make on a mini mill will be perhaps 4" long, and over 4", you can expect practical tolerances of +/- 0.0015" or so. Problem: there's not too much space in a mini-mill for mounting the ballscrews. You'll probably need 1/2" diameter ballscrews unless you don't mind hacking a lot of cast iron out of the mill to create the necessary space. Again, I firmly believe zero backlash is very desireable, especially in a metal-cutting mill. Two nuts back to back, loaded, will do it, but that will knock about 2" off of the travel! Fitting the necessary bearings will be a challenge.

    Solution B: Find a set of 12mm ground ballscrews, class C5 or better, with a zero-backlash ballnut. If they come with bearing blocks, by all means use them, and you will quickly have a killer axis, very accurate, and easier to retrofit than the rolled ballscrew. It'll be quieter, too. The problem, of course, is the cost.


    Situation 3: "I want to convert a Harbor Freight or Grizzly mini-mill to CNC, using servo motors. I want a fast, accurate system for creating precision parts. I need tolerances of better than 0.001"

    Solution: Now you really need C5 or better ground ballscrews, and if you can retrofit the dovetail slides with recirculating rails and trucks, like THK HSR12's, then that would certainly help, but there's a lot of work involved there. If you are going with a fairly expensive CNC control, and some nice servos, it really makes no sense to interface such a system with set of rolled ballscrews + sloppy bearings.


    Situation 4: "My mill-drill will be converted to CNC. I can live with a modest amount of backlash, and 0.004" accuracy is no problem, so long as repeatibility is good."

    Solution: Mill drills are heavier machines, and you will be asking your servos or steppers to move a fairly significant mass. This will call for powerful motors, and likewise, a stout set of ballscrews and bearings. With a limited accuracy requirement, I'd go with 3/4" dia or larger T7 rolled ballscrews and a fairly stout bearing set, at least SKF 7201 bearings, which are 12mm ID X 32mm OD. Larger bearings would be appropriate. When snugging the typical way gibs on a mill drill, your torque requirements will go way up. Since a small amount of backlash is OK, you can use a single standard Thomson-style ballnut, which will probably have about 0.005" of backlash; this will create a compact and low-profile interface between ballscrew and way. Repeatibility will be excellent. This is inherent so long as the ballscrews are truly fixed axially.


    Situation 5: "I am scratch-building a small CNC bench mill for machining casting waxes and light metal work. Accuracy is important. I am going to machine jewelry prototypes, small components for turbine engines and R/C, and other small parts with close tolerances."

    Solution: This will require a very accurate and tight system with 0 backlash. As the size of the parts go down, the need for zero backlash and a quality fixed bearing set go way up. 0.005" of backlash would ruin a fine filligree in wax for gold casting, or a turbine diffuser. I'd go with C3 or better ground ballscrews, fine pitch, servomotors, direct drive, THK/NSK linear rails and trucks. A commercial bearing block would ensure success, or you can create blocks on your own, but they'll need to be well-made. You'll also need a fast, high-quality spindle, but that is another topic entirely.

    Quick summary: Rolled ballscrews are very capable, and not too expensive. Ground ballscrews have almost no faults so long as they are mechanically sound, but can cost a LOT. Surplus ground ballscrews are very possible, but it is tough sometimes to find the diameter and pitch needed. They can be cut and a new simple-end journal turned, but this requires a lathe and some lathe experience to do properly. All ballscrew installations benefit from a well-designed and well-executed bearing set. It makes NO sense to install a C3 ground ballscrew with a zero-backlash nut, and mount it into a crummy set of bearing(s). Match your components! If your ballscrew is a C0 jewel, it will be of no benefit if your bearings are poor, your ways are sloppy, etc.

    I hope this has been of help to everyone. Remember, these are just opinions, especially the recommendations. It is entirely possible to ignore everything I've said here and create a very effective and accurate system. Now go make chips or sawdust!

    Pictures:

    1) A print of an angular contact bearing set in a flange block.
    2) The same block executed of 7075 aluminum.
    3) a GROUND 12mm dia. THK C3 ballscrew, showing the simple support end in a block. Note bright, uniform finish.
    4) A ROLLED Warner Electric (red label) ballscrew on eBay. Take note of the "line" on the lands, and generally not-as-nice finish relative to the ground screw.
    5) Finally, an NSK commercial ballscrew bearing block, with precision angular contact radial bearings

    If you've read this far, then YOU TOO are a CNC addict!

    Similar Threads:
    Attached Thumbnails Attached Thumbnails Ballscrew Basics-flange-jpg   Ballscrew Basics-bscrew05-jpg   Ballscrew Basics-block01-jpg   Ballscrew Basics-ground-jpg  

    Ballscrew Basics-rolled-jpg  
    Last edited by Swede; 03-07-2005 at 04:17 PM.


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    Thanks for your post and valuable information, Swede!

    My only comment is that, save for some dealers, most of the parts sold in eBay don't have enough information. Hard to buy that way.



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    Default Specs

    Thanks for your very informative post, Swede!

    The problem with buying surplus ballscrews in eBay is that, save for a few dealers, most of the time there is not enough information about the item offered. I might end up buying directly from a dealer.



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    Default Awesome!

    Hands down the best write up on Ballscrews I have ever seen. I learned a ton added on to what I already know. For the fun of it, a new ballscrew (ground) on the 144" X table VMC I run at work would cost roughly $27000 I think thats a 2 inch screw also



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    that was a great write up, thanks for all the time you put into it. That evil backlash! Aside from accuracy, if you want to retaint the ability to cut steel with the mill, with its higher cutting forces, backlash must be eliminated.

    then again, with a higher cutting force and 90% screw efficiency how much of an issue is backdriving especially with an efficienct linear bearing and servos instead of steppers? Bit ironic if the system is so efficient friction devices are need to create drag!



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    Outstanding article, I really appreciate the time that must have gone into it, I learned a lot!

    Thanks again!
    Todd



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    That was very educational and thank you for your time.
    I found a nice web page on identifying thread screws here.

    http://www.roton.com/web/identifying.jsp



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    This is what I need

    good writing....from the pro

    lemme finish reading....



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    ok, I've read your lecture and I still reading it.
    i i like the way you explain.

    couple questions:
    1. how you determine motor size if you have that certain ballscrew size ?
    any simple chart ? so if anyone build CNC, there is a minimum shaft size if they build CNC for certain size.
    2. I have a situation hoping you can guide me.
    I will build CNC about 1 meter by 1 .5 meter by 50cm Zdepth (all travel)
    I will cut Wood, fiberglass epoxy mostly for molding.
    this CNC for making a mold for bumper/spoiler/etc for cars, maybe dashboard.
    I will use CNC to make molding from RHino 3D and others apps.
    my questions:
    1. how to calculate bearing/linear bearing/shaft/ballscrew etc ? basicly ?
    2. how you calculate the motor size/torq. etc required ? how to choose stepper or servo for this purpose ?
    3. can you explain the ballscrew specifications ? say how strong a ballscrew can move an Axis ?
    4. can I ask more ?

    I hope you have time for this beginner questions.
    I search/learn from the forum but only find bits by bits and dunno how to merge them.

    regards
    ruddy



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    great article appr much ......


    its things like this and much more that make this THE BOARD



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    Swede,

    That was an extraordinary article written so well that even I could understand it.

    If you (or anyone else) knows of any other articles or books written in your kind of English about motion control regarding, closed loop servo operated mechanisms, drivers, controllers, voltages, compatabilities, and the software to run them I'd appreciate direction. I find learning extremely difficult in this field since nearly everything I read is filled with unexplained abbreviations.

    Thanks again for the concise, understandable, comprehensive, well- written
    information. I write technical articles myself in a different field, and my hat is off to you.

    regards,

    jimc



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    wow what a review !!!!

    regarding backlash, costing and details please see following company !!!

    Good ball screw supplier i sometimes use is listed. All information given on web pages

    they can cutomise items to your needs !!!
    www.misumi-europe.com



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