| Applied Load | Total load carried by the guide, including the carriage, tooling, workpiece, cable drag, and external forces. | Record the maximum load in newtons (N). Include static weight and dynamic forces caused by acceleration, deceleration, vibration, or cutting. | Select a guide with a dynamic and static load rating comfortably above the calculated operating load. Do not size the guide using weight alone when acceleration or overturning moments are significant. | Load rating Safety factor |
| Load Direction | Radial load, lateral load, vertical load, or a combination of forces. | Define the force direction and its point of application relative to the guide centerline. A high or offset load creates additional moment. | Use a wider guide, multiple parallel guides, or a larger guide section when the load is offset. Parallel guides should be aligned carefully to prevent uneven roller loading. | Force vector Moment |
| Overturning Moment | Pitch, yaw, and roll moments generated by an offset load. | Calculate moment as M = F × L, where F is the applied force in newtons and L is the offset distance in metres. | Increase the spacing between guide rails or use a longer carriage when moment resistance is more important than compactness. Check the manufacturer’s moment rating. | M = F × L Rail spacing |
| Travel or Stroke | Required linear travel, usable stroke, and end-of-stroke clearance. | Define stroke in millimetres (mm), including tolerance, overtravel, and any required home or limit position. | Choose a guide length and carriage arrangement that provide the required stroke without allowing the carriage to overrun the supported rail area. Crossed-roller guides are generally best suited to short and moderate strokes. | Stroke End clearance |
| Speed and Acceleration | Maximum velocity, acceleration, cycle frequency, and duty cycle. | Record velocity in mm/s or m/s and acceleration in m/s². Include the number of cycles per hour and the percentage of operating time. | Crossed-roller guides provide smooth, accurate motion but are not automatically suitable for every high-speed application. Confirm allowable speed, acceleration, lubrication, and roller cage control requirements. | Velocity Acceleration |
| Positioning Accuracy | Required positioning accuracy, repeatability, straightness, and parallelism. | Define each value separately in micrometres (µm). Repeatability and absolute positioning accuracy are different specifications. | Use a precision-ground guide and controlled mounting surfaces when low running error is required. The final accuracy depends on rail quality, mounting flatness, preload, thermal effects, and the drive system. | Accuracy Repeatability |
| Rigidity and Deflection | Maximum allowable displacement under the working load. | Define allowable deflection in µm or mm. Evaluate both guide deformation and supporting-structure deformation. | Choose a larger section, longer carriage, higher preload, or greater rail spacing when stiffness is critical. A rigid guide cannot compensate for a flexible mounting plate. | Stiffness Deflection |
| Preload | Required running smoothness, rigidity, and resistance to vibration. | Common design choices are clearance, light preload, or heavier preload. The correct level depends on load, accuracy, speed, and temperature. | Use light preload for low friction and high motion efficiency. Use higher preload for greater rigidity and reduced play, provided the resulting friction, heat, and driving force remain acceptable. | Friction Play |
| Operating Environment | Temperature, humidity, dust, chips, vacuum, cleanroom conditions, and corrosive exposure. | Specify operating temperature, contamination type, cleaning method, and whether outgassing or low-particle operation is required. | Select suitable material, surface treatment, seals, lubrication, and protective covers. For contaminated environments, shielding and maintenance access are essential. | Temperature Contamination |
| Lubrication | Lubricant type, relubrication interval, and compatibility with the application. | Confirm grease or oil compatibility, operating temperature, required cleanliness, and the manufacturer’s lubrication interval. | Use the specified lubricant quantity and method. Excess lubricant can increase drag, while insufficient lubricant can accelerate wear and corrosion. | Lubricant Maintenance |
| Mounting Accuracy | Flatness, parallelism, surface finish, and fastening conditions of the mounting structure. | Measure the mounting surfaces and compare them with the guide supplier’s installation tolerances. Use a rigid, clean, burr-free mounting surface. | A high-precision guide requires an equally accurate installation surface. Correct alignment prevents localized loading, uneven wear, and excessive running resistance. | Flatness Parallelism |
| Expected Service Life | Required operating hours, cycles, travel distance, and acceptable maintenance interval. | Provide the load spectrum rather than only the maximum load. Include average load, peak load, speed, stroke, cycle rate, and environmental conditions. | Calculate life using the selected guide’s published dynamic load rating and life equation. Check both rolling-contact fatigue life and practical wear or contamination limits. | Cycles Load spectrum |
| Recommended Design Direction | Primary performance priority for the machine. | Identify the highest priority: load capacity, compactness, low friction, high rigidity, precision, speed, cleanliness, or long maintenance interval. | High load and rigidity: larger section, longer carriage, or multiple guides. High precision: precision-ground components and controlled preload. Low friction: light preload and suitable lubrication. Contamination resistance: covers, seals, and a protected installation. | Priority Trade-off |