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ISO 3408 Ball Screw Calculator — L10h Life, Critical Speed & Buckling

ISO 3408Ball screws — Vocabulary, dimensions, accuracy, load ratings and life

ISO 3408 is the international standard for ball screws. It covers the full design dossier: vocabulary and designation (Part 1), nominal sizes and lead series (Part 2), acceptance conditions and travel-error measurement (Part 3), static axial load ratings (Part 4) and dynamic axial load ratings with the rolling-element fatigue life formula (Part 5). The accuracy grades C0–C10 defined in Part 3 appear on every datasheet from THK, NSK, Rexroth and Bosch, and the Part 5 life formula — L10 = (C_a / F_A)³ × 10⁶ revolutions — is the method every ball-screw supplier quotes.

MechanixCalc runs ISO 3408 directly in your browser: enter the nominal diameter, lead, dynamic and static ratings, axial load, speed and mounting type, and the tool returns the ISO 3408-5 L10h fatigue life (with the full preloaded double-nut Hertzian track-load split), the critical whirling speed, the Euler column buckling margin, the static safety factor to ISO 3408-4, the drive torque and heat generation — with the worked method shown and a branded PDF engineering report.

What ISO 3408 covers

  • Vocabulary and designation of ball screw assemblies — nut types, preloading methods, lead definitions (ISO 3408-1)
  • Nominal sizes: preferred shaft diameters, lead series and root-diameter conventions (ISO 3408-2)
  • Acceptance conditions and accuracy grades C0–C10 — travel error (e_t per 300 mm), repeatability and measurement procedure (ISO 3408-3)
  • Static axial load ratings and static safety factor C0 / F_A — protection against permanent deformation of ball and track (ISO 3408-4)
  • Dynamic axial load rating C_a and rolling-element fatigue life L10 = (C_a / F_A)³ × 10⁶ rev; preloaded double-nut loaded-track equivalent load (ISO 3408-5)
  • Critical (whirling) speed with end-fixity factors and Euler column buckling for the screw root diameter — referenced in manufacturer catalogues (THK, NSK, Rexroth) alongside the ISO 3408 life method

Parts of the standard

  • ISO 3408-1Vocabulary and designation
  • ISO 3408-2Nominal sizes and lead series
  • ISO 3408-3Acceptance conditions and accuracy grades (C0–C10)
  • ISO 3408-4Static load ratings and static safety factor
  • ISO 3408-5Dynamic load ratings and operating life

Governing formulas

ISO 3408-5 rolling-element fatigue life
L10 = (C_a / F_A)³ × 10⁶ [rev] → L10h = L10 / (60 · n) [hours]

where C_a = dynamic axial load rating (N); F_A = loaded-track equivalent axial load (N) — equals Fa for unpreloaded screws, or the Hertzian-split loaded-track load for preloaded double-nut assemblies; n = screw speed (RPM); L10h = life hours at 90% reliability

Preloaded double-nut loaded-track equivalent load (ISO 3408-5)
F_A = F_pr · (1 + u)^1.5 , where u solves: F_a / F_pr = (1 + u)^1.5 − (1 − u)^1.5 ; F_liftoff = 2^1.5 · F_pr ≈ 2.83 · F_pr

where F_pr = preload force (N); F_a = applied external axial load (N); u = deformation ratio ∈ [0, 1] solved by bisection (Hertzian δ ∝ F^(2/3) contact law). Above F_liftoff the opposing track lifts off and F_A = F_a

Critical (whirling) speed
n_c = f · d_root / L² × 10⁷ [RPM, d_root and L in mm]

where f = end-fixity factor — 21.9 for fixed-fixed, 15.1 for fixed-floating, 3.4 for fixed-free (THK/NSK/Rexroth catalogue values); d_root = screw root (minor) diameter ≈ 0.9 × d_nominal (mm); L = unsupported span (mm). Euler column buckling load F_cr = k · π²EI / L², k = 4 (fixed-fixed), 2 (fixed-floating), 0.25 (fixed-free)

Frequently asked questions

What is ISO 3408 used for?

ISO 3408 is the international standard that governs the design, rating and acceptance of ball screws. Parts 4 and 5 define the static and dynamic axial load ratings and the rolling-element fatigue life formula L10 = (C_a / F_A)³ × 10⁶ rev — the same formula published in every THK, NSK and Rexroth catalogue. Part 3 defines the accuracy grades (C0–C10) with the travel-error limits engineers use to specify positioning accuracy in CNC machine tools and precision linear drives.

How does ISO 3408-5 handle preloaded double-nut assemblies?

A preloaded double-nut splits the external axial load between two opposed ball tracks following Hertzian contact theory (deflection δ ∝ F^(2/3)). The loaded track carries more than Fa; the opposing track unloads. ISO 3408-5 requires the life to be calculated on the loaded-track equivalent load F_A, not the raw axial load. The opposing track lifts off (preload becomes ineffective) when Fa ≥ 2^1.5 × F_pr ≈ 2.83 × F_pr; above that only the loaded track carries load and F_A = Fa. Using a simple 0.33·F_pr drag allowance instead of the Hertzian split overstates life at light loads.

What are the ISO 3408 accuracy grades and which should I specify?

ISO 3408-3 defines eight grades — C0 through C10 — by their travel error e_t per 300 mm of stroke. C0 (3.5 µm/300 mm) is a master-precision grade used in metrology; C1 (5 µm) and C2 (7 µm) suit precision grinding centres and jig borers; C3 (12 µm) and C5 (23 µm) are standard for CNC machining centres and lathes; C7 (52 µm) and C10 (210 µm) are general-purpose and transport grades. For typical CNC applications specify C3–C5; for sub-10-µm positioning specify C1 or better.

How does the critical speed limit govern ball screw selection?

The critical (whirling) speed is the first lateral bending resonance of the screw shaft. Running at or above this speed causes resonance, excessive vibration and premature failure. Operating speed must be kept below 80% of the critical speed. The critical speed is proportional to the root diameter and inversely proportional to the span squared — so doubling the unsupported length reduces the critical speed by a factor of four. For long, high-speed axes the critical speed constraint often governs the screw diameter selection; for short heavy-duty axes, Euler column buckling governs instead.

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