Bearing Equivalent Load Calculator
Bearing Equivalent Load Calculator
P = X·F_r + Y·F_a, with the limit e that X and Y switch at — and with e itself moving as F_a/C₀ changes on a deep groove bearing. Plus the thrust a taper pair makes for itself, the static safety factor and the minimum load.
Bearing equivalent dynamic load
A deep groove ball bearing with C₀ = 19 kN carrying 4,000 N radially and 1,500 N axially, on its own
The equivalent load, the switch at e, and the thrust a taper pair makes for itself
- P
- equivalent dynamic load — the single radial load that would do the same fatigue damage as the real combination. It is what the life page needs
- e
- the limit at which the axial load starts to count. For a deep groove or 15° angular contact bearing it MOVES with F_a/C₀, which is why this needs its own page
- X, Y
- radial and axial factors, used only above e. Below e they are 1 and 0, so P = F_r and the axial load is free
- X + Y·e = 1
- not a coincidence: the two branches of P must agree where they meet. It pins Y from X and e and it is a free check on any table you look up
- 0.5·F_r/Y
- the axial load a tapered roller or angular contact row generates out of its own radial load. In an opposed pair it arrives at the other row
- P₀, s₀
- static equivalent load and static safety factor. A separate check against permanent denting of the raceway, using the PEAK load
Worked example
A deep groove ball bearing with C₀ = 19 kN carrying 4,000 N radially and 1,500 N axially, on its own
The order of operations is the trap. You cannot look up X and Y until you know e, and e depends on the axial load you are trying to apply. So start there: F_a/C₀ = 1,500/19,000 = 0.07895
Read e and Y against that. Between the published rows at 0.07 (e = 0.27, Y = 1.6) and 0.13 (e = 0.31, Y = 1.4), interpolating gives e = 0.2778 and Y = 1.5611, with X = 0.56 throughout the table. Check them against each other before going on: X + Y·e = 0.9936, which is 1 to within half a per cent, as it must be
Now decide which branch you are on. F_a/F_r = 1,500/4,000 = 0.3750, and e is 0.2778. The ratio is ABOVE e, so the axial load counts and the second branch applies. Had the axial load been 1,111 N or less it would have been free: P would have been exactly 4,000 N
P = X·F_r + Y·F_a = 0.56 × 4,000 + 1.561 × 1,500 = 2,240 + 2,342 = 4,582 N. So the 1,500 N of thrust has cost you 582 N of equivalent load, which is 14.5 per cent — and through the cube law on the life page that is 33 per cent of the life
The static check is separate and must not be skipped. P₀ = 0.6F_r + 0.5F_a = 2,400 + 750 = 3,150 N, which is LESS than the radial load, so the floor applies and P₀ = F_r = 4,000 N. Then s₀ = C₀/P₀ = 19,000/4,000 = 4.75, comfortably above the 1 that normal running wants and above the 2 that quiet running wants. Remember to use the PEAK load here, not the running one
And the minimum load, which is the check nobody makes. 0.02·C = 0.02 × 32,500 = 650 N, and P is 4,582 N, so this bearing is loaded enough to roll rather than skid. The two published minimum-load rules disagree by a factor of three, so this is an amber flag rather than a specification
If this bearing were one row of an opposed TAPER pair with Y = 1.6 and the other row carrying 2,500 N radially, that row would send 0.5 × 2,500/1.6 = 781.3 N of induced thrust this way, on top of the external 1,500 N. Forgetting that term is the classic tapered roller error, and it is always in the unsafe direction
Deep groove ball bearings: e and Y move with F_a/C₀
| F_a/C₀ | e | X | Y | X + Y·e | (1−X)/e |
|---|---|---|---|---|---|
| 0.025 | 0.22 | 0.56 | 2.00 | 1.0000 | 2.000 |
| 0.040 | 0.24 | 0.56 | 1.80 | 0.9920 | 1.833 |
| 0.070 | 0.27 | 0.56 | 1.60 | 0.9920 | 1.630 |
| 0.130 | 0.31 | 0.56 | 1.40 | 0.9940 | 1.419 |
| 0.250 | 0.37 | 0.56 | 1.20 | 1.0040 | 1.189 |
| 0.500 | 0.44 | 0.56 | 1.00 | 1.0000 | 1.000 |
X, Y and e by bearing family — and which can take thrust
| Family | e | X (above e) | Y (above e) | Takes axial load? |
|---|---|---|---|---|
| Deep groove ball | 0.22 – 0.44, with F_a/C₀ | 0.56 | 1.0 – 2.0 | Yes, modestly. Roughly a quarter to a half of its radial rating, and only with enough radial load to keep the balls seated |
| Angular contact ball, 15° | 0.38 – 0.56, with F_a/C₀ | 0.44 | 1.00 – 1.46 | Yes, in ONE direction only. Mount it against something |
| Angular contact ball, 25° | 0.68 | 0.41 | 0.87 | Yes, more than the 15°, and the switch comes later |
| Angular contact ball, 30° | 0.80 | 0.39 | 0.76 | Yes. Note e = 0.80: the axial load has to reach eighty per cent of the radial one before Y is used at all |
| Angular contact ball, 40° | 1.14 | 0.35 | 0.57 | Heavily, and e is above 1 — an axial load smaller than the radial one does not change P at all |
| Cylindrical roller, plain | no limit | 1 | 0 | NONE. Not a small amount: none. It is the bearing with the highest radial capacity of the group and it cannot take a newton of thrust |
| Tapered roller, single row | 0.6/Y, about 0.31 – 0.43 | 0.4 | 1.4 – 1.9, from the catalogue | Heavily, in one direction, and it MAKES ITS OWN from the radial load |
| Thrust ball | — | 0 | 1 | Only axial. A radial load on a thrust ball bearing is not a load case, it is a mistake |
Tapered roller bearings: the catalogue Y, and the thrust the bearing makes for itself
| Designation | d (mm) | D (mm) | T (mm) | Catalogue e | Catalogue Y | 0.6/Y | 0.4 + Y·e | Induced F_a/F_r = 0.5/Y |
|---|---|---|---|---|---|---|---|---|
| 30204 | 20 | 47 | 15.25 | 0.35 | 1.70 | 0.353 | 0.9950 | 0.2941 |
| 30206 | 30 | 62 | 17.25 | 0.37 | 1.60 | 0.375 | 0.9920 | 0.3125 |
| 30208 | 40 | 80 | 19.75 | 0.37 | 1.60 | 0.375 | 0.9920 | 0.3125 |
| 30210 | 50 | 90 | 21.75 | 0.43 | 1.40 | 0.429 | 1.0020 | 0.3571 |
| 30306 | 30 | 72 | 20.75 | 0.31 | 1.90 | 0.316 | 0.9890 | 0.2632 |
| 32206 | 30 | 62 | 21.25 | 0.37 | 1.60 | 0.375 | 0.9920 | 0.3125 |
| 32208 | 40 | 80 | 24.75 | 0.37 | 1.60 | 0.375 | 0.9920 | 0.3125 |
Static safety factor s₀ = C₀/P₀: recommended minimums
| Condition | Minimum s₀ |
|---|---|
| Ball bearing, quiet running wanted | 2.0 |
| Ball bearing, normal running | 1.0 |
| Ball bearing, shock loaded | 1.5 |
| Roller bearing, quiet running wanted | 3.0 |
| Roller bearing, normal running | 1.5 |
| Roller bearing, shock loaded | 3.0 |
The switch at e, the identity that checks it, and the thrust a taper pair makes for itself
X and Y switch at a limit e, and on the commonest bearing of all, e is not a constant. The equivalent load is P = X·F_r + Y·F_a, with X = 1 and Y = 0 while F_a/F_r stays below e — which is to say a modest axial load is FREE. Above e the axial load starts to count. For a deep groove ball bearing, and for a 15° angular contact one, the limit e itself moves with F_a/C₀, running from 0.22 to 0.44 across the published table. So you cannot look up the factors until you know the axial load, and the answer depends on the table row the answer picks. That double dependence is why this needs its own page rather than a line on the life page.
There is a free check on every one of these tables and it is X + Y·e = 1. The two branches of P have to agree where they meet, at F_a/F_r = e, so 1 = X + Y·e identically. Across thirty-one published rows — six deep groove, nine in the f₀ form of the same table, six angular contact at 15°, three at fixed contact angles and seven tapered roller designations — it holds to better than 1.6 per cent everywhere and exactly where Y = 1. Use it. During this batch’s research three separate summarised readings of the deep groove table came back with a column shifted — one lost X entirely, one moved e down by a row, and they disagreed with each other — and the identity is what identified the correct reading in each case. If a table you have looked up fails it by more than a couple of per cent, you have read a row wrong.
A tapered roller pair makes its own axial load, and the second row’s arrives at the first. Any bearing with a non-zero contact angle turns a radial load into an axial one: for a taper row it is 0.5·F_r/Y. In an opposed pair the two induced loads do not cancel, they balance — and the row that the external load pushes towards carries the OTHER row’s induced thrust plus the external one. Leaving that term out is the classic tapered roller mistake and it is always in the unsafe direction. There is a neat consistency worth noticing: since e = 0.6/Y, a row carrying only its own induced thrust has F_a/F_r = 0.5/Y, which sits just BELOW its own limit e — by exactly the ratio 5/6. That is why the lightly loaded row of a pair can be treated as radially loaded.
A plain cylindrical roller bearing takes no axial load at all. Not a little: none. It has the highest radial capacity of any of these families and, without flanges, nothing for a thrust to push against. Fit one at each end of a helical pinion and the thrust has nowhere to go. NJ and NUP designs add a flange and take some axial load as a SLIDING contact, at a capacity the maker states separately and which is far below the radial rating. At the other end of the range, a 40° angular contact bearing has e = 1.14, which is a statement that it expects the axial load to be the larger of the two.
Two checks that are not the life calculation. The static safety factor s₀ = C₀/P₀ asks whether the PEAK load will dent the raceway permanently, which is a question about contact stress and not about fatigue; ISO 76 defines it and the recommended minimums are 1 for normal running and 2 for quiet running on a ball bearing, 1.5 and 3 on a roller bearing. And the MINIMUM load asks whether the bearing is loaded enough to roll rather than skid, because a bearing run too lightly smears its raceways and dies faster than an overloaded one. The two published minimum-load rules — 0.02·C and 0.01·C₀ — differ by about a factor of three, so both are printed here and neither is offered as a specification. Once P is settled, take it to the L10 life page.
Frequently asked questions
Why does e change with the axial load?
Because e marks where the ball-to-raceway contact has climbed far enough up the groove for the contact angle to have changed materially, and how far it climbs depends on how hard it is pushed relative to the bearing’s static capacity. That is why the published table’s abscissa is F_a/C₀ (or f₀F_a/C₀, which is the same thing with a per-bearing calculation factor folded in) and not F_a alone. The practical consequence is that you read the table against the axial load, then check the branch, and the two steps are in that order.
What is the identity X + Y·e = 1 for?
It is a free check on any X/Y/e table you look up, and it costs nothing. The equivalent load has two branches that must give the same answer at the point where they meet, F_a/F_r = e: the lower branch gives F_r and the upper gives X·F_r + Y·e·F_r, so X + Y·e must be 1. Every published row checked in building this page satisfies it to better than 1.6 per cent. If a row you have read fails it badly, you have taken a value from the wrong column — which, in tables printed as images and summarised by machines, is common.
Do I add the induced axial load of a taper pair to the external one?
Yes, on the row that the external axial load pushes towards, and that row’s axial load is 0.5·F_rB/Y_B + F_external where row B is the OTHER one. The other row then carries only its own induced thrust, which — because e = 0.6/Y and the induced ratio is 0.5/Y — sits just below its own limit e, so it is treated as radially loaded with P = F_r. Forgetting the induced term understates the load on the working row, and through the cube law that understates the life by much more.
Can a cylindrical roller bearing take any axial load?
A plain one, with no flanges, takes none at all — and it is the family with the highest radial capacity, which is exactly why the mistake gets made. NJ (one flanged ring) and NUP (two) designs do take axial load, but as a sliding contact between the roller end and the flange rather than as a rolling contact, so the permissible axial load is a separate and much smaller figure that the maker states with its own speed and lubrication conditions. If you need real axial capacity with roller radial capacity, that is a tapered roller pair.
What is the minimum load a bearing needs?
Enough to make the rolling elements roll rather than skid. Two published rules are printed on this page and they disagree by about a factor of three: American Roller Bearing gives P_min = 0.02·C for ball, cylindrical and spherical roller bearings, and NTN-SNR gives 0.01·C₀ for spherical rollers. Both are rules of thumb standing in for formulas that depend on speed, lubricant viscosity and bearing size, and every major maker publishes one. What matters is that the failure mode exists at all: too little load causes skidding and smearing, which is faster and nastier than fatigue.
Is the static safety factor the same as a factor of safety on the life?
No. It is a different failure mode entirely. s₀ = C₀/P₀ asks whether the peak load will permanently dent the raceway — plastic deformation at the contact, not fatigue — and it uses the PEAK load, including shock, starting torque, and anything that happens while the shaft is stationary. A bearing can have a perfectly adequate L10 and still be destroyed by a single shock load, and the dents then become the fatigue initiation sites for the rest of its life. ISO 76 is the governing document.
Which X, Y and e apply to a self-aligning ball bearing or a spherical roller bearing?
Values that this page deliberately does not print, because they vary by series in a way a single row cannot capture and this batch could not obtain them from two independent sources. For a self-aligning ball bearing X and Y depend on the series (the ratio of the ball set’s pitch diameter to the bore), and for a spherical roller bearing they depend on the internal design; in both cases the maker prints them per designation in the same column as C and C₀. The structure of the calculation is identical to the ones here, and the identity X + Y·e = 1 will check whatever values you look up.
Related calculators
References
- NTN, Ball and Roller Bearings, catalogue 2203-E, section B-17, “Deep Groove Ball Bearings”. The source for the f0Fa/C0r form of the X/Y/e table and for P0r = 0.6Fr + 0.5Fa. NOTE: the summarised fetch of this page returned the table with its X column absorbed into Y — X = 0.56 appeared only in the first row and every Y was one cell to the left. A second printing of the same table (Koyo) came back shifted a different way, with the e column moved down one row. What settled it was the identity the table has to satisfy, X + Y e = 1; see the page.
- NACHI, Angular Contact Ball Bearings dimension tables and load factor section. The source for the fixed contact angle rows (e = 0.68/0.80/1.14 with X = 0.41/0.39/0.35 and Y = 0.87/0.76/0.57 at 25°, 30° and 40°) and for the static factors Y0 = 0.46/0.33/0.26. All three dynamic rows satisfy X + Y e = 1 to within 0.2 per cent.
- Two independent printings of the single row angular contact ball bearing e/X/Y tables: a Dunlop/BTL catalogue section and URB’s single row angular contact catalogue. They disagreed: the first returned a Y column 12.2 per cent higher than the second at every row, uniformly. The second’s columns satisfy 0.44 + Y e = 1 and the first’s do not, and the constant ratio identifies the first as the matched-pair Y1 column read under the single-row heading. The identity-consistent set is the one used.
- A distributor printing of the metric single row taper roller bearing tables (30200, 30300 and 32200 series) with the e and Y calculation-factor columns. The seven designations printed on this page are taken from it, and every one of them satisfies 0.4 + Y e = 1 to better than 1.1 per cent, which is what makes the reading trustworthy. The same source gives the single row equations P = Fr below e and P = 0.4Fr + YFa above it.
- PEER Bearing, Tapered Roller Bearings (published catalogue preview). The source for the induced axial load in the form this page uses, FaA = 0.5 FrB/YB + Fea — that is, the axial load on the loaded row of a pair is the OTHER row’s induced load plus the external one.
- Power Transmission Engineering, “Induced axial load”. Cited for the physical statement rather than a number: “every bearing that has a non-zero contact angle will generate an axial load as a radial load is applied”, and that on a pair connected by a solid shaft the two induced loads do not cancel but balance, so the larger one becomes the shaft’s axial load.
- NES Bearings, Calculating static safety factor — ISO 76. The source for the recommended minimum s0 values: 2, 1 and 1.5 for ball bearings and 3, 1.5 and 3 for roller bearings, for quiet running, normal running and shock loading respectively.
- ISO 76:2006, Rolling bearings — Static load ratings. Cited by number. It defines the basic static load rating C0 as the load producing a stated contact stress at the most heavily loaded rolling element, and the static equivalent load P0 as the load that would produce the same stress. The static safety factor s0 = C0/P0 and its recommended minimum values are taken from NES Bearings’ published ISO 76 note, attributed where they appear.
- American Roller Bearing, Bearing Life Calculation — Bearing Loads & Speeds. The source for the minimum load rule Pmin = 0.02C and for a second, independent printing of the ISO 281:2007 a1 column. NOTE: its own life equation is printed as L10 = (C/P)e × 106/N, which is a life in MINUTES, not hours — the factor of 60 is missing. Recorded because it is the commonest slip on this calculation and it is a factor of sixty.
- Bartlett Bearing, Understanding minimum load requirements for bearings. Cited for the failure mechanism in its own words — too little load makes “rolling elements slide rather than roll, a condition called skidding”, which “disrupts the lubrication film, leading to smearing”, and can leave the cage driving the elements rather than being driven by them. It gives no numbers, which is why the two numeric rules on the page come from elsewhere and are both named.
- Schaeffler, product datasheet for a 6001-C-2HRS deep groove ball bearing. Cited for one number: the calculation factor f0 = 13.1, which is what makes the two published forms of the deep groove X/Y/e table — one with Fa/C0 as its abscissa and one with f0Fa/C0r — the same table. It is also the reminder that f0 is a per-bearing catalogue value and not a constant.
