Crossed Roller DesignGuide
Crossed Roller DesignGuide
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These are various crossed-
roller linear bearing options
CROSSED-ROLLER LINEAR GUIDES from NB Corp.
TABLE OF CONTENTS
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The four basic elements of a
▼
crossed-roller linear bearing
A key advantage of crossed-roller slides over
recirculating-roller linear guides using balls is that
the former maintains extremely smooth motion.
Omission of roller recirculating means these
linear components don’t exhibit pulsations that
recirculating bearings induce upon entering and
exiting the axis’s load zone, either. That makes
the guider quiet … though the non-recirculating
design of traditional crossed-roller slides limits
travel to a meter or so.
CARRIAGE OR TABLE
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MOTION DESIGN GUIDE I CROSSED-ROLLER LINEAR GUIDES
(continued)
The four basic elements of a
crossed-roller linear bearing
➃
Sometimes linear bearings contain the roller-
filled cage with steel or chromed end pieces.
However, a fourth element called an anti-creep
mechanism (usually a studded wheel or gear)
is usually necessary. That’s because while cages
solve one problem, they can create another.
More specifically, crossed-roller guide cages are
indispensable but can exhibit cage creep.
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Friction and Load
C
rossed-roller linear bearings come in
a vast array of sizes and variations —
typically from 20 to 1,000 mm long with
rollers a few millimeters in diameter. But no
matter the size, a lack of roller recirculating
in crossed-roller linear bearings limits their
carriage (table) length to a value determined
by the overall roller count. After all, the twin
rails containing its rollers move in opposite
directions ... and then endstops at the furthest
travel reaches limit the stroke (and keep the
assembly intact). That means a crossed-roller
linear bearing must be twice as long as the
required travel length … and the overall design
footprint must accommodate this additional
component volume.
As opposed to travel-limited crossed roller linear bearings,
In contrast, linear-bearing designs such as linear bushings on there are some guides, such as the NB Corporation SER
Miniature crossed-roller linear bearing, that have recirculating
shafts only require that the shaft be as long as the required
cylindrical rollers that do not limit shaft length.
travel. No wonder that linear guide designs based on
recirculating elements are more common on long-stroke axes.
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Terminology related to
▼
D
epending on the exact permutation of the base and
carriage, precision linear-bearing designs incorporating
the crossed-roller arrangement have various names.
NV TYPE
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What are goniometer stages?
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T
he term goniometer can refer to a type of device that positioning, worm gear versions use very high ratios — in the
measures angles ... or to a device that rotates objects range of 300:1 — and can be driven by hand with a micrometer
to a precise angular position. Those for measuring or with a stepper or servo motor. Similarly, ball and lead screw
angles are widely used in physical therapy to measure the versions use very small leads, and these are often driven by servo
or stepper motors. Goniometer stages with crossed roller guides
range of motion of joints such as wrists or knees. This type of
and piezo motors can provide ultra-high resolution for small
goniometer also has applications in science, for measuring the
ranges of motion to meet the needs of micro- or nano-positioning
angles between crystal faces or for positioning samples and applications.
detectors for X-ray diffraction.
One of the benefits of such a wide variety of designs is that
In contrast, goniometers for rotating objects around a fixed goniometer stages can be used in a broad range of applications,
axis are similar to linear stages ... but instead of providing linear including cleanrooms and vacuum environments.
motion in the X and Y and Z axes, a goniometer stage produces
partial rotation around a fixed point or axis above the stage. Most goniometer stages are designed to allow stacking of
Rotation angles can range from as little as a few arc-seconds to as multiple stages, providing orthogonal rotation around a common
much as 90°. point. In many cases, manufacturers of goniometer stages also
manufacture linear stages and have made it easy to integrate the
Common industrial uses for goniometer stages include two types from a mounting and control standpoint, presenting
micromachining applications and the alignment of mirrors for designers with a pre-engineered solution that provides both linear
inspection systems. In laboratory applications, they’re often used and rotational movement.
for directing lasers and aligning mirrors or lenses in microscopy
equipment, such as transmission electron and scanning electron
microscopes.
CROSSED-ROLLER
CURVED GUIDES
Like linear stages, goniometer stages come in a wide variety of
designs, but every design incorporates a low-friction guide and a
high-precision drive mechanism. The guide mechanism can be a
curved dovetail bearing, a curved crossed-roller linear guide, or
even an air bearing. In some designs, bearing races are machined
directly into the stage to form the equivalent of a partial, single- RAIL
row rotary bearing that supports and guides the load. ROLLER
CAGE RAIL
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Three benefits of cylindrical
▼
L
inear bearings with roller (not ball) bearing elements Crossed-roller slides help boost the performance of
first found widespread use in demanding machine-tool general automation, microprocessor manufacturing,
applications. But the performance benefits that rollers and linear axes on diagnostic equipment. In fact,
bring to machining centers are now indispensable in crossed-roller guides impart high load capacity as
well as high stiffness and travel accuracy. Stainless-
other applications as well. Consider these three advantages
steel linear bearing image courtesy NB Corp.
that roller-based linear bearings offer.
Higher load capacity: When subjected to a load, rollers form
line contact with the guide surface, which is much larger than the
point contact that is formed when balls are subjected to a load.
For example, a size 25 ball rail guide with a load capacity of
This gives roller rail guides higher load capacities than ball rail
20,000 N and an applied force of 2,000 N has a dynamic travel
guides of the same size.
life of 100,000 km. A roller-rail guide of the same size and 24,000
This higher load capacity is further amplified by the bearing life N load capacity (and 2,000 N applied force) has a dynamic travel
equation for rollers. Rather than being raised to the 1/3 power life of 395,600 km. A roller rail guide of the same size with load
as with ball rail guides, the life equation for roller rail guides is capacity of 24,000 N and applied force of 2,000 N has a life of
raised to the 10/3 power. This means that even a small premium 395,600 km.
in load capacity for a roller bearing versus a ball bearing
In applications where ball rail guides would fail to provide
translates to a much higher travel life for the roller version.
sufficient life, or where the required size would be too large to
Ball rail guide life equation: be practical, roller rail guides can provide a viable solution.
Consider an injection-molding application implementing
automated part loading and unloading, but with a machine
design allowing limited equipment access. Here, roller-based rail
guides might support the axis’ linear motor from the bottom to
Roller rail guide life equation: open the top area to more loading and unloading access. In fact,
roller rail guides might be the only linear bearing option with
sufficient load capacity and travel life.
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MOTION DESIGN GUIDE I CROSSED-ROLLER LINEAR GUIDES
(continued)
Three benefits of cylindrical
rollers in linear bearings GUIDE RACEWAY
AND CARRIAGE DEFLECTION
Fdown
δdown
Ability to downsize: As the previous example illustrates,
the higher load capacity and longer life of roller bearings
mean that designers can often use roller bearings that are
one or two sizes smaller (for example size 25 rather than size
45) than the ball bearings that would be needed to get an
equivalent travel life.
Downsizing of the linear bearings can be especially
beneficial in multi-axis or gantry applications, where
weight saved on one axis has a trickle-down effect on the
supporting axes, potentially saving tens of thousands of
dollars in component costs.
In a three-axis Cartesian or gantry system, reducing the mass Fliftoff δup
of the Z axis reduces the static and dynamic forces on the
Y axis — so the Y axis can potentially be downsized. In the
same way, reducing the mass of the Y and Z axes may allow
downsizing of the X axis because it’s seeing lower force
acting on it. This downsizing applies to the linear guides
and drive mechanism (whether linear motor, ball screw, or
otherwise) and motor along with other components such
as couplings, gearboxes, and cable carriers. This provides
LIFTING LOAD AS IN A
savings in material cost, energy usage, and space. SUSPENDED ARRANGEMENT
Higher rigidity: As we’ve briefly mentioned earlier, the line
contact formed by rollers also provides higher rigidity than
the point contact formed by balls ... which is the primary
reason that roller rail linear guides are so widely adopted in Fside
machine tools.
In fact, printing processes that involve pressing (such as
flexographic printing and narrow web printing) also
benefit from the rigidity of roller rail guides. Less deflection
of the guide block means less deflection of the printing
head, resulting in a higher quality print. Some in the
woodworking industry use roller rail guides for their higher
rigidity, especially in processes with high shock loads such δside
as veneering.
SIDE LOAD
Of course, sealing is even more critical for roller rail guides
than for ball rail guides. This is because in a ball rail guide,
the balls can plow debris out and away from the contact
zone ... as the balls only have point contact with the raceway.
Deflection can be caused by downward, upward, or sideways
In contrast, the line contact that rollers maintain with the forces. The increased contact area of rollers gives crossed-
raceway leaves nowhere for the debris to go outside the roller designs higher stiffness (and therefore less tendency
load zone. Therefore, any amount of debris that makes its to exhibit deflection under load) than recirculating-ball linear
way into the bearing will degrade life and performance. guides in all directions.
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More on how cages in crossed-
roller linear guides work
A
s we’ve outlined, crossed-roller guides are non- more closely … allowing more rollers to be used in a given length.
recirculating linear bearings in which rollers are Plastic or resin cages also allow more of the roller to be exposed
oriented in a crisscross pattern. Because the rollers for contact with the raceway, which increases load capacity. The
don’t recirculate, these guides provide high load capacity and main limitation is that composite roller-retainer cages (and the
good stiffness, with smoother motion than their recirculating lubricants used with them) are generally limited to operating
bearing counterparts. Just like the ball-cage designs of some temperatures of -25° C to +85° C. Settings and applications
recirculating linear guides, crossed-roller guides also use cages. subjecting the linear bearing’s inner workings to temperatures
beyond that range can actually soften the cage material and
Cages in crossed-roller linear-bearing arrangements: limit its load capacity as well as its ability to hold the assembly
• Contain the rollers to tolerances so core to overall linear-bearing accuracy.
• Prevent metal-to-metal contact between rollers Regardless of the cage type, crossed-roller guides can
• Control the roller movement. experience what is termed cage creep. The two guides move
relative to each other and the cage floats between them. That
Some crossed-roller linear guides use metal cages to hold the means over time the cage can move or creep from its intended
rollers in two places — top and bottom. Metal cages protect center position. This is especially common in:
against contamination and are suitable for vacuum, cleanroom,
• Vertical applications
and high-temperature applications — even to 130° C in some
instances. But metal cages take up significantly more space than • Applications where the slide makes only partial strokes — not
designs made of resin or engineered plastic. the full length of the guide
• Applications with uneven loading or high acceleration
In fact, engineered-plastic cages can be molded to fit the rollers
CAGE (RETAINER)
AXIAL DISPLACEMENT
Anti-creep-mechanisms reduce axial displacement. More
SANS ANTI-CREEP
DISPLACEMENT (MM)
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MOTION DESIGN GUIDE I CROSSED-ROLLER LINEAR GUIDES
(continued)
More on how cages in crossed-
roller linear guides work
When the cage moves from its center position, the slide’s
stroke length is likewise reduced — and the cage will hit the
Cages wrap around crossed-roller guide
rail end stop when the attempted movement exceeds the new
shortened stroke length. This causes the cage and therefore the rollers to maintain their spacing and
rollers to slide or skid as it’s forced back to its center position. prevent skidding, premature wear, and
When components slide rather than roll in this way. The result
is increased friction, heat, and wear. Torque required from the failure.Various anti-creep mechanisms
motor also increases, causing torque spikes at the end of travel. prevent axial uncentering of the cage.
There are two types of mechanisms that can prevent cage creep
in crossed-roller guides. One such anti-creep mechanism uses a
rack and pinion system — mounted internally or externally to the guide —
to maintain the correct position of the cage. Where this anti-creep
attachment is external, it usually features plastic gears outside of the rail.
Those on the inside of the rail are typically designed around metal gears.
The main drawback here is that some of these devices are quite expensive.
The other common anti-creep design uses a studded center roller that
engages with indentations machined into the rail surface to ensure the cage
stays in the correct position.
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MOTION DESIGN GUIDE I CROSSED-ROLLER LINEAR GUIDES
(continued)
More on how cages in crossed-
roller linear guides work
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specifying crossed-
▼
W
hen an application requires a linear guide with high linear stages. These use crossed-roller slides and ironless core linear
load capacity, high stiffness, and good travel accuracy, motors for smooth non-contact actuation — to avoid the attraction
the range of suitable products is typically narrowed force cogging (force ripple) of iron core motors. Designed for high-
speed positioning, the stages reach speeds to 2,550 mm/sec. A
down to two designs: recirculating linear guides and crossed- lightweight aluminum alloy enclosure houses a linear encoder that
roller slides. supporting positioning resolution down to 10 nm.
In contrast with recirculating linear guides employing balls to
support the load, crossed-roller slides use rollers. The rollers
As mentioned earlier, recirculating linear guides are also
ride in V-shaped grooves between two parallel guides and are
available with rollers (in lieu of ball bearing elements) for higher
arranged in a crisscross pattern — each roller is turned at a 90°
load capacities and stiffness. However, such recirculating roller
angle relative to the one next to it. Hence, the term crossed-
linear guides are typically offered only in larger sizes — suitable
roller slide. The rollers are held by a metal or resin cage, similar
for heavy machining and pressing equipment.
to the caged ball or ball chain design of most recirculating
linear guides. Unlike recirculating guides, the static and dynamic coefficients
of friction for crossed-roller slides can be very similar, which
While recirculating guides and crossed-roller slides both provide
minimizes the effects of stiction. This makes crossed-roller slides
high load capacities and rigidity, crossed-roller slides typically
excellent for applications such as cameras and microscopes that
outperform recirculating linear guides in both areas. This is
require minute motions.
due to the line contact that rollers have with the raceways,
as opposed to the point contact that balls experience. The Correctly applied and preloaded linear bearings can deliver
increased contact area of the rollers also gives crossed-roller running speeds to a few m/sec and accelerations to 20 m/sec2
designs higher stiffness and, therefore, less deflection under and beyond. The geometry of the rollers and their cage
load, than recirculating linear guides. However, crossed-roller greatly affect maximum acceleration. For example, some cage
slides are less forgiving of imprecise mounting surfaces. This is and roller geometries allow up to 100 m/sec2 … and even
one reason why crossed-roller designs are well-suited for use higher accelerations and running speeds are possible with
in linear stages — since stages are characterized by precise the appropriately engineered rollers, lubricant, and load and
mounting surfaces and extremely flat and accurate travel. bearing preload.
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MOTION DESIGN GUIDE I CROSSED-ROLLER LINEAR GUIDES
(continued)
specifying crossed-
roller linear bearings
BEARING HOUSING
CROSSED-ROLLER
LINEAR BEARING ASSEMBLY
Crossed-roller
bearings don’t
exhibit the
oscillations and
vibrations associated
with recirculating
bearings entering
and exiting load
zones. This provides
extremely smooth
and quiet motion.
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Abbé error and how it
affects linear systems
W
hen evaluating the accuracy of a linear motion Angular errors — commonly referred to as roll, pitch, and yaw
system, the area of focus is often the positioning — are unwanted motions due to the rotation of a linear system
accuracy and repeatability of the drive mechanism. around its three axes.
But there are many factors that contribute to the accuracy (or
inaccuracy) of a linear system, including linear errors, angular If a system is moving horizontally along the X axis, as shown
errors, and Abbé errors. Of these three types, Abbé errors are below, pitch is defined as rotation around the Y axis, yaw is
probably the most difficult to measure, quantify, and prevent, rotation around the Z axis, and roll is rotation around the X axis.
but they can be the most significant cause of undesirable
Errors in roll, pitch, and yaw typically result from inaccuracies in
results in machining, measuring, and high-precision positioning
the guide system, but mounting surfaces and methods can also
applications.
be sources of angular errors. For example, mounting surfaces
Abbé errors begin as angular errors: Abbé errors are caused that are not precisely machined, components that are not
by the combination of angular errors in the motion system sufficiently fastened, or even varying rates of thermal expansion
and the offset between the point of interest — for tooling or between the system and its mounting surface can all contribute
the transport of load — and the origin of the error such as the to angular errors greater than those inherent in the linear
linear-axis screw or guideway. guides themselves.
X
LINEAR ERRORS OCCUR ON X ...
AS WELL AS Y AND Z ON CARTESIAN SYSTEMS. Angular errors include roll (rotation
about the X axis) and pitch (rotation
about the Y axis) and yaw (rotation
ABBE ERRORS INCLUDE about the Z axis).
YAW, PITCH, AND ROLL.
YAW
ROLL STRAIGHTNESS
PITCH
THRUST FORCE
FLATNESS
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MOTION DESIGN GUIDE I CROSSED-ROLLER LINEAR GUIDES
(continued)
Abbé error and how it
affects linear systems
Note that crossed-roller linear bearings are particularly sensitive For overhung loads, the farther the load is from the cause of
to mounting errors. Their rigidity and accuracy make them the angular error the higher the Abbé error will be. The cause
less forgiving than other options of mounting inaccuracies. of the angular error is typically the guideway or a point on the
That’s why many linear-bearing manufacturers recommend only mounting surface.
mounting crossed-roller variations to honed surfaces expected
to exhibit no more than a few micrometers of deflection. What’s more, Abbé errors for multi-axis configurations are even
more complex because they’re compounded by the presence
Abbé errors are especially problematic because they amplify of angular errors in each axis.
what, in most cases, are very small angular errors, increasing in
magnitude as the distance from the error-causing component The best methods for minimizing Abbé errors are to use high-
(referred to as the Abbé offset) increases. Abbé offset h precision guides and to ensure that mounting surfaces are
dictates the amount of Abbé error δ as expressed: sufficiently machined — so they don’t introduce additional
inaccuracies to the system. Reducing the Abbé offset by
δ = h · tan θ moving the load as close as possible to the center of the system
will also minimize Abbé errors.
based linear slides. XY tables are less susceptible to Abbé errors than other types
of multi-axis systems such as Cartesian robots. That’s primarily
Air bearings are also fundamentally more because they minimize the amount of cantilevered travel and
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