KEVOS® MAKEOS · Power Transmission

Rolling Bearing Static Equivalent Load and Static Safety Factor

What static equivalent load does my ball or roller bearing carry under combined radial and axial loads, and is its static load rating enough for the static safety factor I need?

Static equivalent loads of ball and roller bearings by the AFBMA formulas the handbook gives: radial bearings Po = Xo Fr + Yo Fa but not less than Fr, with Xo and Yo for radial contact, angular contact (15° to 40°, interpolated), self-aligning ball and self-aligning or tapered roller bearings in single or double row (and duplex pairs); thrust bearings Poa = Fa + 2.3 Fr tan α, with the range of Fr ÷ Fa for which it holds; and the static safety factor Co ÷ Po against the value you require.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Bearing typechoiceKind of bearing, which sets the static load factors.
Rows or mountingchoiceSingle row or a tandem pair (single row factors), or double row or a back-to-back or face-to-face pair (double row factors); give the total loads on a pair.
Thrust bearing directionchoiceSingle or double direction thrust bearing; used for thrust bearings only.
Nominal contact angle α°Nominal contact angle of the bearing.
Radial load FrNRadial load on the bearing (total for a pair).
Axial load FaNAxial load on the bearing (total for a pair).
Rating check
Basic static load rating Co (or Coa)kNBasic static load rating of the bearing, from the maker’s catalogue or the static rating formulas.
Static safety factor you requireSmallest static safety factor Co ÷ Po you accept for the duty.

What each input means

Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.

What this means: Bearing type
Illustration: Bearing typeThe options for Bearing type, with the one currently selected highlighted.Radial contact groove ball (α = 0°)Angular contact groove ballSelf-aligning ballSelf-aligning or tapered roller+3 moreExample: Angular contact groove ba…Bearing type
What it is
Kind of rolling bearing, which sets the static load factors used.
Units and format
Choose one of 7 options from the list: Radial contact groove ball (α = 0°); Angular contact groove ball; Self-aligning ball; Self-aligning or tapered roller; Radial roller with α = 0° (radial load only); Thrust ball; Thrust roller.
Example
The form opens with “Angular contact groove ball” selected as a worked example. Choose the option that matches your case.
Effect on the result
Changes Xo and Yo or the thrust formula.
Get it right
Use the maker’s description; tapered roller bearings use the roller factors.
What this means: Rows or mounting
Illustration: Rows or mountingThe options for Rows or mounting, with the one currently selected highlighted.Single row, or tandem pairDouble row, or back-to-back / face-to-face…Example: Single row, or tandem pairRows or mounting
What it is
Whether one row of rolling elements carries the load, or two rows or a matched pair.
Units and format
Choose one of 2 options from the list: Single row, or tandem pair; Double row, or back-to-back / face-to-face pair.
Example
The form opens with “Single row, or tandem pair” selected as a worked example. Choose the option that matches your case.
Effect on the result
Double row factors raise Xo and Yo.
Get it right
A tandem pair counts as single row; back-to-back and face-to-face pairs as double row.
What this means: Thrust bearing direction
Illustration: Thrust bearing directionThe options for Thrust bearing direction, with the one currently selected highlighted.Single directionDouble directionExample: Single directionThrust bearing direction
What it is
Whether a thrust bearing takes axial load in one direction or both.
Units and format
Choose one of 2 options from the list: Single direction; Double direction.
Example
The form opens with “Single direction” selected as a worked example. Choose the option that matches your case.
Effect on the result
Sets the range of Fr ÷ Fa for which the thrust formula holds.
Get it right
Only used for thrust ball and thrust roller bearings.
What this means: Nominal contact angle α
Illustration: Nominal contact angle αTwo lines meeting at a point with an arc between them, marking the angle Nominal contact angle α.αExample: 25°Nominal contact angle α
What it is
Nominal angle between the line of contact and a radial plane of the bearing.
Units and format
Enter a number in °: degrees of angle. The form accepts 0° to 90°. Required: the tool does not calculate until every input is valid.
Example
The form opens with 25° as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Sets Yo for angular and roller bearings and the 2.3 Fr tan α term.
Get it right
Take it from the bearing catalogue; deep groove ball bearings are 0°.
What this means: Radial load Fr
Illustration: Radial load FrA block with an arrow pushing on it; the arrow is the force Radial load Fr.F_rExample: 2000 NRadial load Fr
What it is
Force on the bearing at right angles to the shaft axis.
Units and format
Enter a number in N: newtons. The form accepts 0 N to 100000000 N. Required: the tool does not calculate until every input is valid.
Example
The form opens with 2000 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Raises the static equivalent load; Po is never less than Fr.
Get it right
For a matched pair, enter the total radial load on the pair.
What this means: Axial load Fa
Illustration: Axial load FaA block with an arrow pushing on it; the arrow is the force Axial load Fa.F_aExample: 4000 NAxial load Fa
What it is
Force on the bearing along the shaft axis.
Units and format
Enter a number in N: newtons. The form accepts 0 N to 100000000 N. Required: the tool does not calculate until every input is valid.
Example
The form opens with 4000 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Raises the static equivalent load through Yo.
Get it right
For a matched pair, enter the total axial load on the pair.

Rating check

What this means: Basic static load rating Co (or Coa)
Illustration: Basic static load rating Co (or Coa)A block with an arrow pushing on it; the arrow is the force Basic static load rating Co (or Coa).C_0Example: 30 kNBasic static load rating Co (or Coa)
What it is
Static load rating of the bearing from the maker or the rating formulas.
Units and format
Enter a number in kN: kilonewtons (1 kN = 1000 N). The form accepts 0.000001 kN to 100000 kN. Required: the tool does not calculate until every input is valid.
Example
The form opens with 30 kN as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Divided by Po to give the static safety factor.
Get it right
Use Co for radial bearings and Coa for thrust bearings, in kilonewtons.
What this means: Static safety factor you require
Illustration: Static safety factor you requireTwo bars: a base value and the same value multiplied by Static safety factor you require, the factor.base valuewith factors_0Example: 1Static safety factor you require
What it is
Smallest ratio of static rating to static load that the duty allows.
Units and format
Enter a plain number with no unit. The form accepts 0.1 to 20. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Fails the bearing when Co ÷ Po is below it.
Get it right
Take it from the bearing maker for the smoothness and shock of the duty.

Method and formulas

  1. Radial bearings: Po = Xo Fr + Yo Fa, but not less than Fr.
  2. Radial contact ball: Xo 0.6, Yo 0.5. Angular contact ball, single row: Xo 0.5, Yo 0.47, 0.42, 0.38, 0.33, 0.29, 0.26 at 15°, 20°, 25°, 30°, 35°, 40° (linear between); double row Xo 1 and twice these Yo.
  3. Self-aligning ball and self-aligning or tapered roller: single row Xo 0.5, Yo 0.22 cot α; double row Xo 1, Yo 0.44 cot α. Radial roller with α = 0° under radial load: Po = Fr.
  4. Thrust bearings (α < 90°): Poa = Fa + 2.3 Fr tan α; α = 90°: Poa = Fa. Single direction thrust ball valid for Fr ÷ Fa ≤ 0.44 cot α (satisfactory up to 0.67 cot α); thrust roller less accurate when Fr > 0.44 Fa cot α.
  5. Static safety factor = Co ÷ Po.
  6. Example: the static equivalent load is 2,520 N, giving a static safety factor of 11.905.

Limitations

  • The permissible Fa ÷ Co of radial ball bearings depends on the groove depth and internal clearance; consult the maker.
  • Radial roller bearings with α = 0° vary widely in axial capacity; the maker must advise on equivalent load when they carry axial load.
  • The static load rating is entered by you; the safety factor you need depends on the duty, quietness and shock.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Check a bearing under a heavy load while stationary or turning slowly
  • Compare single and paired angular contact bearings
  • Find the static load on a thrust bearing with some radial load

Who it is for

  • Machine designers
  • Maintenance engineers
  • Reliability engineers

What you get

  • Static load factors Xo and Yo
  • Static equivalent radial or axial load
  • Static safety factor Co ÷ Po
  • Validity of the thrust bearing formula

Interpreting the result

  • A tandem pair uses single row factors with the total loads; back-to-back and face-to-face pairs use double row factors.
  • A static safety factor below the required value means permanent deformation of the raceways is likely.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 2417–2419. Topic reference; no source tables or recommended settings are reproduced.

Learn the Concepts Behind This Tool

These KEVOS® Library readings explain the method this tool uses, with worked examples.

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Open the Rolling Bearing Static Equivalent Load and Static Safety Factor calculator