The forces and torques acting on the bearing position are decisive for selecting the optimum bearing size and guaranteeing the required service life.

Direction and Distribution of Forces

Pure Radial Load Fr

Loads that must be taken into account:

  1. Weight of the moving part
  2. Centrifugal force (imbalance)
  3. Dynamic load (acceleration, deceleration)
  4. Force due to energy transmission (pulley, gears, etc.)
  5. Preload for duplex bearings1
Radial Load Case 1

Load Distribution Case 1

Radial Load Case 2

Load Distribution Case 2

Radial Load Formula:

Fr = Qr / 2

(Assuming load is centered between two bearings)

Pure Axial Load Fa

Axial Load - Alternating

Fa = Q (alternating load)

Axial Load - Unidirectional

Fa = Q (unidirectional load)

Axial Load - Alternating 2

Fa = Q (alternating load)

Axial Load - Alternating 3

Fa = Q (alternating load)

Note: To ensure that an axial load can be supported by several ball bearings, they must be arranged in pairs1, either ring to ring or with very precisely manufactured intermediate rings.

Combined Loads (Radial and Axial)

Combined Loads Diagram

1) see duplex installation

Load Component Formula Application
Radial Component Qr Qr = Q . cos ß Radial bearing load
Axial Component Qa Qa = Q . sin ß Axial bearing load

Normal Installation

Normal Installation

Fa = Qa (the axial load is absorbed by only one ball bearing)

Duplex Installation in Tandem Design (Intermediate Ring)

Load distribution:

  • Fr = Qr
  • Fa = Qa

Preload Fap

Ball bearings in duplex form1 (O arrangement or X arrangement) have a preload (Fap) that is above or below the axial load Fa.

This preload Fap must be adjusted to the operating conditions and the desired life expectancy.

Reference: 1 See Preload and Duplex Installation page for detailed information on duplex bearing arrangements.

Equivalent Dynamic Load (P)

The equivalent dynamic load P is used to calculate the rated service life (L10). It converts actual radial and axial loads into a single hypothetical load with equivalent effect on bearing life.

Calculation Formulas

Bearing Type Formula (P)
Radial Deep Groove Ball Bearings P = X . Fr + Y . Fa
Axial Deep Groove Ball Bearings P = Fa

About Coefficients X and Y:

These coefficients depend on the ratio Fa / Fr and the relative axial load f0 . Fa / C0. Refer to the coefficient tables on the "Service Life Calculation" page for specific values.

Equivalent Static Load (P0)

Used to verify bearing load capacity at standstill or very low speeds (n < 10 rpm), ensuring no permanent deformation occurs.

Calculation Formulas

Bearing Type Formula (P0) Coefficient Values
Radial Deep Groove Ball Bearings P0 = X0 . Fr + Y0 . Fa
Note: If P0 < Fr, then P0 = Fr
X0 = 0.6
Y0 = 0.5
Axial Deep Groove Ball Bearings P0 = Fa -

Static Load Safety Factor (S0)

The static safety factor S0 represents the ratio of the basic static load rating C0 to the equivalent static load P0, used to evaluate safety margins.

Calculation Formula:

S0 = C0 / P0

Or to determine required C0: C0 = S0 . P0

S0 Guideline Values

Operating Conditions S0 Range
Low Requirements
Smooth operation, no vibrations
0.5 ... 0.7
Normal Requirements
Standard operating conditions, no significant vibrations
1.0 ... 1.2
High Requirements
Impact loads, high reliability requirements
1.5 ... 2.0
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