Ball Screw Fundamentals

Training overview
Professional Course
Self-paced Online
2 hours
From 59.90 USD

Start dates
59.90 USD
Start anytime!
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Course description

In Ball Screw Fundamentals, you'll learn ...

  • What must be considered when designing a ball screw system for linear motion control that will meet your operational requirements
  • Critical mounting considerations and tolerances necessary to achieve performance and life expectations
  • An understanding of ball screw limitations and capabilities that must be part of your overall motion control system design at an early stage
  • Methods of providing thermal compliance in screw shaft bearing arrangements or otherwise dealing with temperature variation in screw shafts


Credit: 2 PDH

Length: 21 pages

When the concept of the ball screw was first presented in a technical publication in 1898, a caption that appeared under the inventor’s diagram read “an ingenious idea that is perhaps the greatest application of the ball in human history”. Over one hundred years later, it is this inventor’s basic concept that has allowed Engineers to combine the remarkable advances in computing, software and motor technologies with virtually all motion control applications with a corresponding degree of precision and speed. From consistent high-quality manufacturing to computer aided surgical equipment and aircraft controls, ball screw systems make possible what we take for granted in our daily lives.

The material presented in this course will be beneficial to anyone involved in the design, specification or application of electro-mechanical motion control systems.

Engineers of the electrical, mechanical, controls, manufacturing and industrial disciplines will all gain useful insight from the principles of operation, design values and formulae included and explained with examples as they pertain to crucial considerations in the development and installation of a precision motion control system.

Who should attend?

Certificate of Completion

You will be able to immediately print a certificate of completion after passing a multiple-choice quiz consisting of 15 questions. PDH credits are not awarded until the course is completed and quiz is passed.

Training content

This course teaches the following specific knowledge and skills:

  • Methods used to re-circulate rolling elements in a ball screw nut
  • What is meant by a ball screw circuit and how they affect capacity
  • Why there is sometimes a speed/load compromise involved and options available to avoid it
  • How to design a system to meet a specific minimum operational life target
  • Why and to what degree ball screw systems are preloaded, along with common preloading methods
  • What is meant by the lead and helix of a ball screw and why they are of great importance to an Engineer’s system design options


This course costs $59.90 - Contact PDHengineer to learn about discounts and upcoming offers

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7915 FM 1960 West, Suite 130
77070 Houston Texas

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