This section has been compiled to present crucial information, definitions, constraint parameters, and mechanical equations that are necessary for selecting the appropriate product for a given set of applicable variables. Some of these systemic constraints and variables would include items such as: critical speed, compressive column loading, the dynamic motion profile, applied dynamic loading, driving torque, angular acceleration, systemic efficiency, end fixity restraint, and others. These topics and others as applicable will be discussed further in the following text.
Note: The following calculations assume a well-lubricated screw and nut and also a clean operational environment. Substantial increases in driving torque can occur if lubricant is insufficient.
Applied Dynamic Loading
Each unique application needs to be evaluated such that ALL force components are realized and accounted for. The force components might include: weight of the sliding mechanism (if vertical), weight of the sliding mechanism multiplied by the coefficient of sliding friction (if horizontal), any direct forces resisting the linear motion, and any other applicable force components. It is important to understand that ACME screws are only intended to be subjected to compressive and/or tensile loads being applied parallel and concentric to the rotational axis of the screw. Moment and side loading of the nut need to be avoided as wedging of the nut on the screw can occur.
Screw RPM at Maximum Velocity
NOTE for below: Compare the calculated screw RPM to the critical speed value to determine if the below RPM is attainable.
By definition, critical speed is the theoretical angular velocity, in revolutions per minute, which excites the natural frequency of the screw. As the critical speed approaches the screw’s natural frequency, the screw shaft begins to resonate which leads to excessive systemic vibration. The resulting resonance occurs regardless of screw orientation. R/B/S recommends limiting the maximum recommended angular velocity to 80% of the calculated critical speed value.
Column Load Strength
The ability of the screw to withstand compressive forces is determined by the following column load strength calculation. The fundamental limit occurs when a compressive load exceeds the elastic stability of the screw shaft. The subsequent failure is caused by the resultant bending or buckling. The column load strength needs to be evaluated in concert with the screws slenderness ratio. The column load strength parameter only applies to compressive loading and not to tensile loading (based on Euler’s formula).
Torque for Motion at Constant Velocity
The equation below only determines the required torque to maintain a constant velocity for the applied load as reflected to the drive end of the screw. The peak system torque would need to account for all of the pertinent torque required to accelerate the load, the constant torque value, any mechanical gearing ratios, angular inertias, and other specific characteristics of each unique application. CONSULT FACTORY ENGINEERING FOR SPECIFIC APPLICATION CONCERNS.