Terminology

Lead

Lead refers to the linear distance the nut travels axially during one complete revolution of the screw.

A larger lead increases the linear travel distance per revolution and generally allows higher travel speed. Lead is calculated by multiplying the pitch by the number of starts.

Pitch

Pitch refers to the axial distance between adjacent threads.

In a single-start screw, the pitch is equal to the lead, while in a multi-start screw the lead is greater than the pitch.

Multi-start screw designs generally provide higher travel efficiency and smoother power transmission characteristics.

Accuracy of Screw

Lead screw accuracy refers to the cumulative deviation between the theoretical travel distance and the actual travel distance over a specified reference length.

For example, a screw with a lead accuracy of 0.004 inch/foot may exhibit a positional deviation of up to ±0.004 inch over one foot of travel. Lead screw accuracy is a critical factor that directly affects the positioning accuracy and repeatability of the overall motion system.

Position Tolerance

Position tolerance refers to the deviation between the theoretical target position and the actual traveled position.

Position deviation may be affected by the mechanical structure, lead screw accuracy, and assembly condition of the system.

Repeatability
Repeatability refers to the ability of a system to repeatedly return to the same target position. In most motion control systems, repeatability is often considered more important than absolute positioning accuracy.
Horizontal or Vertical Application

In vertical applications, backdriving may occur when motor power is removed or when no braking mechanism is applied. Additional gravitational load conditions should also be considered during system design.

Total Indicated Runout
Total indicated runout refers to the total rotational deviation measured around the screw centerline. Runout may affect system vibration, noise, and positioning accuracy.
Vibration and Noise

Resonance in hybrid stepper motors typically occurs around the 200 PPS operating range.

Microstepping control is effective in reducing vibration and audible noise within this range.

Static Load
Maximum allowable thrust load that can be applied to a stationary screw, including shock loading.
Dynamic Load
Maximum recommended thrust load that can be continuously applied while the screw is in motion.
Driver

Stepper motors require external drives for operation.

Most commercial drive products integrate power circuits, logic circuits, switching components, and pulse control functions.

Holding Torque
Maximum torque the motor can maintain while stationary with current applied.
Rotor Inertia
Rotational inertia generated during acceleration and deceleration.
Travel per Step
Linear travel distance generated during one full motor step.
Temperature Rising
Increase in motor temperature during operation.
Response Per Step
Time required for the motor to complete one step movement.
Step
Basic operating increment of a stepper motor in which the rotor rotates by a fixed angle according to phase commutation.
Step Angle
Angular displacement generated by one motor step.
Pull Out Torque
Maximum torque at which the motor can start, stop, and reverse synchronously with input pulses.
Pull In Torque
Maximum torque at which the motor can start and stop synchronously with input pulses, without the use of acceleration or deceleration.
Efficiency
The ratio of useful output energy to total input energy of a system.
Resolution
Minimum incremental linear movement of the actuator output shaft per input pulse.
Tension or Compression Loading

A load that tends to stretch the screw is referred to as a tension load, while a load that compresses the screw is referred to as a compression load.

Under compression loading conditions, the screw should be designed with consideration for axial strength against column loading.

compression loading image tension loading image
Radial load

Load applied perpendicular to the screw axis.

The use of additional support mechanisms such as linear guides is recommended.

radial load image
Axial load

Load applied along the centerline direction of the lead screw.

axial load image
Backdriving

Phenomenon in which axial load causes the screw or nut to rotate in the reverse direction.

Lead screws with efficiencies above 50% generally have a higher tendency to backdrive, while lead screws with efficiencies below 35% are more effective in preventing this condition.

Smaller lead values can further reduce the possibility of backdriving or free rotation, and vertical systems are generally more susceptible to backdriving due to gravity.

Torque

Motor torque required to drive a lead screw is composed of the following components.

  • 1. Inertia torque
  • 2. Drag torque (friction between the nut and screw during operation)
  • 3. Torque required to move the load
Lubrication

The nut material (Delrin) incorporates self-lubricating properties that minimize the need for additional lubrication. Teflon-coated screw options can further reduce friction and help extend overall system life.

End machining of the screw

Standard metric and inch end machining options are available. Custom end machining specifications are also supported according to customer requirements. Please contact DINGS' for additional information.

Fixity

The performance of a lead screw system, including speed and efficiency, may be affected by how the screw ends are mounted and supported.

Type of End Fixity Relative Rigidity Critical Speed Factor Critical Rod Factor
less rigid image Less Rigid 0.32 0.25
rigid image Rigid 1.0 1.0
more rigid image More Rigid 1.55 2.0
most rigid image Most Rigid 2.24 4.0
Column strength
When a screw is subjected to compression loading, it may exceed its elastic stability limit and become bent or deformed.
Critical speed

Rotational speed at which the screw first reaches its resonance region due to screw deflection or instability.

Within this speed range, vibration and unstable system behavior may occur. Critical speed may be affected by the following factors.

  • 1. Screw lead
  • 2. Rotational speed
  • 3. End support condition
  • 4. Thrust load
  • 5. Screw diameter
  • 6. Tension or compression loading

For example, a screw with a diameter of 19.05 mm (0.75 inch) and a length of 1778 mm (70 inch) has a critical speed of approximately 187 RPM under the conditions of safety factor K = 1.25 and FS = 0.32.

Critical rotation speed (rpm) vs. Unsupported screw length for various screw diameters (inch)
Critical rotation speed (rpm) vs. Unsupported screw length for various screw diameters (inch) graph
Backlash

Relative axial clearance generated between the screw and nut.

It is normal for backlash to gradually increase over time with continued use.

Backlash compensation can be minimized through the use of anti-backlash nuts, and backlash primarily affects bidirectional positioning accuracy.

backlash image