Knowledge · In depth

Sizing electric linear actuators: which data really decides

Good sizing does not begin in the catalogue, but with your application. This page shows which details on force, stroke, speed, duty cycle and environment really determine a custom electric linear actuator – and which of them you already need to know for a first inquiry. S+R handles the rest.

Cutaway view of an electric linear actuator with screw, guidance and drive
Force · stroke · screw · protection class · control
In brief

You do not have to specify an electric linear actuator down to the last detail in order to inquire. What matters is the application: what should be moved, how fast, how often and under which conditions? From this information S+R derives force, stroke, screw, protection class and control – including the safety factor and load case. A rough, honest description is worth more than an exact but unsuitable catalogue size.

Principle

Why the application matters more than a catalogue size.

A catalogue size describes a product, not your task. The same force can – depending on duty cycle, environment, load case and installation position – call for completely different electric actuators.

S+R sizes electric linear actuators from the load case forward, not backward from a standard size. That is why a precise description of the application is the fastest route to a fitting solution: from "what moves, how often and where to" follow screw, motor, protection class and control – as a modified standard or as a custom linear drive. An initial assessment is often possible with just a few keywords; S+R then takes care of the detailed technical sizing.

Sizing data

These twelve details determine the sizing.

You do not have to answer every point exactly. Even a rough indication per line helps S+R narrow down the right design, screw and protection class.

Force

The maximum push and/or pull force the actuator must deliver continuously – often the approximate load weight is enough instead of a finished kN figure. From it follow screw, motor and frame size. S+R adds the safety factor.

Stroke

The usable travel from the retracted to the extended position. Stroke affects installed length, buckling load and guidance; with long strokes the mechanical design becomes more critical.

Speed

How fast the motion should run (mm/s) or how long a stroke may take. Speed, load and duty cycle decide between a ball screw and a trapezoidal screw.

Duty cycle

How often and how long the actuator is in motion (cycles per hour, percent ED). It determines heat, screw choice and service life – realistic cycles matter more here than a wishful value.

Load case

Pushing or pulling, static or dynamic, with shocks or lateral forces? The load case affects guidance, mounting and safety factor.

Installation position

Horizontal, vertical or inclined. With vertical installation, dead weight, self-locking and a possible holding brake come into play.

Environment

Indoors or outdoors, dry or wet, chemicals, food, salt. The environment determines material, sealing concept and protective measures.

Protection class / IP

Dust, splash or jet water, washdown capability. You do not need to know the exact IP class – the description of the environment is enough, and S+R derives the protection class and design (e.g. bellows).

Temperature

Operating and ambient temperature. It affects lubricant, seals and, where applicable, the electronics.

Contamination

Dust, chips, abrasive media. From these follow wipers, bellows and the maintenance requirement.

Control / feedback

Is a limit switch enough, or do you need position feedback, synchronisation or defined intermediate positions? Limit switches, potentiometers, encoders and positioning control are possible; the position can be provided to your control system as 0–10 V or 4–20 mA.

Service access

How easy is the actuator to reach later on? Installation position, space and access determine maintainability, spare parts and retrofit capability.

Inquiry

What is really enough for a first inquiry – and what comes later.

On the left is what you should bring along for an initial assessment. On the right is what S+R clarifies technically together with you in the callback.

For the first inquiry

Rough application

What is being moved and what the machine should do.

Approximate force or load

The load weight or order of magnitude of the force is enough.

Stroke and speed

Approximate travel and desired pace.

Motion sequence

How often per hour, continuous or cyclic operation.

Environment in rough terms

Indoor/outdoor, wet, cleaning, special media.

Type of use

New system, series or replacement/retrofit; quantity if known.

Clarified technically later

Safety factor & load case

Calculated by S+R from application and standard.

Screw selection

Ball or trapezoidal screw based on speed and duty cycle.

Exact protection class

IP class and sealing concept from the environment.

Interface & signal

Terminal box, 0–10 V / 4–20 mA, control integration.

Precise dimensions

Installation dimensions, mounting, connections – ideally by drawing.

Service life & maintenance

Design for cycles, service and spare-parts strategy.

Pre-selection

Typical mistakes in pre-selection.

The most common pitfalls do not arise from a lack of knowledge, but from the wrong order: the frame size first, then the application.

Mistake

Catalogue size only

A frame size is chosen before the application is clear – it rarely fits exactly.

Mistake

Force without load case

A kN figure without direction, shock and safety factor leads to under- or oversizing.

Mistake

Duty cycle underestimated

Continuous and cyclic operation are treated like single strokes – heat and wear rise unnoticed.

Mistake

Environment forgotten

Protection class, temperature and contamination only surface after the first failure.

Mistake

Speed without screw reference

High speed with a self-locking trapezoidal screw – or vice versa – costs service life or function.

Mistake

Service access ignored

The actuator fits, but is barely maintainable or replaceable once installed.

Practice

Four examples: which data tips the balance.

Depending on the application, a different sizing value takes centre stage – from heavy duty in hydraulic steel structures to a retrofit in machine building.

Heavy duty · Outdoor

Locks and hydraulic steel structures

Long strokes, high forces, water and corrosion at low speed. What matters is the load case, protection class and material – not the last decimal place of the force.

Dynamics · Precision

Test bench

Fast, frequent motion with a defined position. What matters is the duty cycle, ball screw, encoder and integration with the control system.

Hygiene · Documentation

Pharmaceutical and process plant

Cleaning, stainless steel, media-free operation and traceability. What matters is the protection class, material and a clean, documented interface.

Existing plant · Conversion

Retrofit

Replacement for hydraulics or pneumatics within the existing installation space. What matters is the installation dimensions, interface and control-open integration with the existing system.

FAQ

Frequent questions about sizing.

What information does S+R need for a first rough sizing?

A description of the application, the approximate force or load, stroke and speed, the motion sequence and the rough environment. From this we create an initial assessment; the precise sizing follows in the callback.

Do I already need to know force and stroke exactly?

No. An approximation or the load weight is enough. S+R calculates the safety factor and load case; an exact but wrongly assumed figure helps less than an honest order of magnitude.

How important is the duty cycle really?

Very important. It determines heat, screw choice and service life. Rather give realistic cycles or percent ED than a wishful value – it saves you surprises later.

Which data decides between a ball screw and a trapezoidal screw?

Above all speed, duty cycle, repeatability and whether self-locking is desired. The basics are covered in the knowledge overview in the section on ball and trapezoidal screws.

We do not know the exact protection class. Is a description of the environment enough?

Yes. Describe moisture, cleaning, outdoor use, dust or chemicals. From this we derive the IP protection class and design – such as bellows or stainless steel.

How does sizing work for a retrofit?

For a retrofit, what counts above all are the existing installation dimensions, the mechanical interface and the existing control system. S+R replaces in a control-open way, so the electric actuator fits into the running system.

You do not have to know everything – just describe the application.

Force, stroke, motion and environment in keywords are enough to get started. S+R clarifies the technical sizing in the callback – from a modified standard to a heavy-duty special actuator.

Describe your rough application →