Linear Guide Selection Checklist: What to Know Before Requesting a Quote

Before requesting a quote for linear guides, document more than the rail size and length. A supplier can make a much better recommendation when the request includes the application’s moving mass, payload, mounting orientation, center of gravity, rail and block arrangement, stroke, speed, acceleration, external forces, required life, accuracy, rigidity, environment, lubrication needs, and finished rail dimensions.

The most useful RFQ answers four basic questions:

What is moving? → How is it loaded? → How must it perform? → What physical rail and carriage configuration will fit the machine?

THK’s current selection methodology follows the same engineering logic: define operating conditions, select a preliminary guide type, calculate loads on the individual blocks, determine equivalent load, check static safety, calculate life, evaluate rigidity and accuracy, and then address lubrication and environmental conditions.

For buyers, maintenance teams, and machine designers, that leads to one simple rule:

The more application information you provide before requesting a linear-guide quote, the less likely you are to receive a part that merely fits dimensionally but is wrong mechanically.

The Linear Guide RFQ Checklist

Before contacting a supplier, try to gather:

  • manufacturer or preferred brand

  • existing part number, if replacing a guide

  • rail size and series, if known

  • number of rails

  • number of carriages per rail

  • block style

  • rail length

  • required stroke

  • mounting orientation

  • moving mass and maximum payload

  • center-of-gravity location

  • rail spacing

  • block spacing

  • speed

  • acceleration/deceleration

  • process or external forces

  • required accuracy

  • required rigidity or allowable deflection

  • preload requirement, if known

  • expected operating life or duty cycle

  • operating environment

  • lubrication method

  • sealing or contamination-protection needs

  • corrosion or special material requirements

  • rail mounting-hole pitch and end dimensions

  • quantity

  • whether rails need custom cutting

You may not know every item.

That is fine.

But understanding why each item matters makes it much easier to collect the information that will actually influence selection.

1. Is This a New Application or a Replacement?

This should be the first piece of information on the RFQ.

New Application

For a new machine, the supplier may need to help determine:

  • guide family

  • nominal size

  • number of rails

  • number of blocks

  • preload

  • accuracy class

  • finished rail length

Replacement Application

If replacing an existing guide, provide:

  • manufacturer

  • complete rail part number

  • complete carriage part number

  • photographs

  • dimensional measurements

  • quantity

If the original system is discontinued, include as much information from the old guide as possible.

Linear Automation USA specifically offers interchange assistance for discontinued linear systems in addition to stocking profile rails and carriages.

2. Provide the Complete Part Number

If a part number exists, do not provide only:

“Size 25 rail.”

A complete linear-guide model number can encode characteristics such as:

  • series

  • nominal size

  • carriage style

  • number of blocks

  • seals

  • preload

  • accuracy

  • rail length

  • options

The exact coding system depends on the manufacturer.

Therefore:

never decode one manufacturer's guide using another manufacturer's part-number system.

If possible, photograph the entire marking on both:

  • carriage

  • rail

3. Identify the Preferred Manufacturer

If your machine already standardizes on a brand, include it.

Linear Automation USA currently supplies profile-rail products from brands including SBC, WON, and Ewellix/Schaeffler-related solutions. (Linear Automation USA)

If you are open to an equivalent replacement, say:

“Equivalent/interchange acceptable.”

That gives the supplier more flexibility.

But remember:

nominal rail size alone does not establish interchangeability.

A replacement may also need to match:

  • rail width and height

  • carriage dimensions

  • mounting-hole locations

  • reference geometry

  • preload

  • accuracy

  • load capacity

4. What Is the Mounting Orientation?

Specify whether the guide is:

  • horizontal

  • vertical

  • wall mounted

  • inverted

  • inclined

This information can change both loading and lubrication.

THK formally distinguishes horizontal, inverted, wall, vertical, and slant mounting and warns that non-horizontal orientation can affect whether lubricant reaches the raceways as intended.

So do not simply write:

“Two size-25 rails.”

Write something like:

“Two parallel size-25 profile rails mounted vertically.”

That is much more useful.

5. What Is the Moving Mass?

Provide the approximate total moving mass.

Include:

  • moving table

  • tooling

  • fixtures

  • motors mounted on the moving assembly

  • workpiece

  • maximum payload

For gravity:

W = m × g

where:

  • W = weight force

  • m = mass

  • g ≈ 9.81 m/s²

For example, a 250 kg moving assembly represents approximately:

2,453 N

of gravitational force.

But that still does not tell us how much load reaches each carriage.

6. Where Is the Center of Gravity?

This is one of the most frequently missing pieces of RFQ information.

The supplier needs to know whether the payload is:

  • centered

  • offset sideways

  • elevated above the guide plane

  • cantilevered beyond the blocks

Why?

Because:

M = F × d

A relatively modest load with a large offset can create a large moment.

THK specifically includes center-of-gravity position, thrust position, working-load direction, acceleration, stroke, speed, and guide arrangement among the variables needed to calculate applied block loads.

A useful sketch showing the CG can be more valuable than a paragraph of explanation.

7. How Far Apart Are the Rails?

For a two-rail system, provide the approximate:

rail center-to-center spacing

This dimension strongly affects resistance to roll moment.

In a simplified two-rail system:

moment-induced rail load shift = Mroll / S

where:

  • Mroll = roll moment

  • S = rail spacing

Greater rail spacing generally reduces the reaction required to resist the same roll moment.

If you are requesting help selecting the rail size, this geometry can materially affect the recommendation.

8. How Far Apart Are the Blocks?

Also provide longitudinal:

block center-to-center spacing

Block spacing helps establish resistance to:

  • pitch

  • yaw

For a simplified support pair:

moment-induced load shift = M / L

where:

  • L = block spacing

Do not simply state:

“Four blocks.”

A four-block system with blocks clustered together behaves very differently from one with a large rectangular support footprint.

9. How Many Rails and Blocks Will Be Used?

Specify the proposed arrangement.

Examples:

1 rail / 1 block

1 rail / 2 blocks

2 rails / 2 blocks each

2 rails / 3 blocks each

This affects:

  • load distribution

  • allowable moment

  • rigidity

  • required rail length

THK's engineering methodology calculates applied load on individual blocks rather than assuming that total machine load divides evenly by the number of carriages.

10. What Is the Required Stroke?

Stroke means the actual travel required by the moving assembly.

Do not confuse:

stroke

with:

rail length.

A rail generally needs additional length for:

  • carriage length

  • block spacing

  • end allowance

A useful preliminary relationship is:

Rail Length ≈ Required Stroke + Carriage-Group Footprint + End Allowance

So if you need:

1,500 mm travel

you may need significantly more than:

1,500 mm of rail.

11. What Finished Rail Length Do You Need?

If the machine has already been designed, provide the finished rail length.

For custom-cut rail, also provide the mounting-hole requirements.

Linear Automation USA currently offers cut-to-size rail processed locally, making finished rail geometry an especially useful item to define during the quote process.

12. Provide Mounting-Hole Pitch and End Dimensions

Profile rail mounting holes normally follow a repeating pitch.

A finished rail can be represented conceptually as:

L = G1 + nP + G2

where:

  • L = total rail length

  • P = mounting-hole pitch

  • G1 = distance from one rail end to first mounting hole

  • G2 = opposite end distance

  • n = number of pitch intervals

If replacing an existing rail, these dimensions can be critical.

Do not assume two rails of equal nominal length automatically have identical hole placement.

13. What Is the Maximum Speed?

Provide maximum travel velocity.

For example:

1.5 m/s

is much more useful than:

“fast.”

Speed can influence:

  • guide family

  • lubrication

  • sealing

  • heat generation

  • required travel life

But speed alone is not enough.

14. What Is the Maximum Acceleration?

Acceleration can be more important than top speed.

Dynamic force is:

F = m × a

Suppose the moving mass is:

300 kg

and acceleration is:

5 m/s²

Then:

F = 1,500 N

If the center of gravity is offset from the guide system, that inertial force also creates moment.

THK's applied-load procedure explicitly includes acceleration/deceleration generated during machine starts and stops.

15. What External Forces Act on the Machine?

Include forces caused by:

  • cutting

  • pressing

  • drilling

  • grinding

  • clamping

  • robotics

  • material handling

  • belt tension

  • actuator reaction

State:

  • magnitude

  • direction

  • point of application

if known.

A 500 N force acting directly through the guide center is different from the same 500 N force acting 500 mm away.

16. Is Shock or Impact Expected?

Tell the supplier if the machine experiences:

  • impact

  • vibration

  • rapid reversals

  • hard stops

  • repeated starts/stops

  • rough material transfer

Manufacturer life methodologies may account for vibration and impact rather than treating every application as perfectly smooth operation. THK, for example, provides load-factor guidance for varying speed, vibration, and impact conditions.

Describe the real machine rather than the ideal machine.

17. What Service Life Do You Need?

If possible, provide:

  • hours/day

  • days/week

  • cycles/minute

  • stroke

  • expected machine life

THK's load-calculation inputs specifically include stroke, reciprocation frequency, average speed, and required service life.

This is more useful than saying:

“It needs to last a long time.”

For a production machine, you might state:

16 hours/day, 5 days/week, 20 cycles/minute, 1,000 mm stroke, 10-year design objective.

That creates a usable engineering target.

18. What Accuracy Does the Machine Require?

Do not simply write:

“high accuracy.”

Where possible, define requirements such as:

  • positioning accuracy

  • repeatability

  • straightness

  • running parallelism

Accuracy class can influence:

  • cost

  • availability

  • rail manufacturing limits

  • installation requirements

THK notes that maximum manufactured rail lengths can become restricted where a high degree of precision is required.

19. What Rigidity or Deflection Is Acceptable?

For precision machinery, the guide may be sized by rigidity before it is limited by basic load capacity.

If possible, provide a target such as:

maximum allowable tool-tip deflection = 20 μm

instead of simply:

“needs to be rigid.”

Rigidity is especially important for:

  • machine tools

  • grinding

  • inspection

  • precision assembly

  • cantilevered tooling

20. Do You Need a Particular Preload?

If you know the required preload class, include it.

If you do not, provide the application information and let the guide selection determine it.

THK states that radial clearance/preload materially affects running accuracy, rigidity, and load behavior, and recommends selecting the appropriate clearance according to application conditions.

Do not specify maximum preload simply because it sounds more precise.

21. What Is the Operating Environment?

Tell the supplier whether the guide will operate around:

  • metal chips

  • abrasive dust

  • coolant

  • water

  • washdown

  • chemicals

  • high humidity

  • cleanroom requirements

  • elevated temperatures

This can influence:

  • seals

  • scrapers

  • lubricant

  • surface treatment

  • material

THK places contamination protection, lubrication, and corrosion prevention explicitly within the final environment-selection stage.

22. How Will the Guide Be Lubricated?

Specify whether the machine uses:

  • manual grease

  • centralized grease

  • oil lubrication

  • another approved method

Also consider grease-fitting accessibility.

This matters especially for:

  • vertical

  • wall-mounted

  • inverted

applications because lubrication-port position can be orientation-dependent. THK specifically asks for mounting orientation and grease-nipple or piping-joint position when ordering.

23. Do You Need Special Seals or Scrapers?

In contaminated environments, indicate whether there is:

  • dust

  • swarf

  • chips

  • coolant

  • abrasive material

The supplier can then determine whether available options include additional:

  • seals

  • scrapers

  • lubrication accessories

rather than quoting a bare standard carriage.

24. Do You Need Corrosion Resistance?

If the application is exposed to:

  • moisture

  • chemicals

  • food-processing washdown

  • outdoor conditions

mention that before the quote.

Do not assume the standard product material and surface condition will be appropriate.

25. What Carriage Style Fits the Machine?

If packaging is already fixed, specify whether you require:

  • flanged block

  • non-flanged/slim block

  • standard-length block

  • long block

  • low-profile configuration

Provide existing mounting dimensions where relevant.

Block style affects both:

  • physical fit

  • load/moment capability

so it should not be treated only as a cosmetic preference.

26. Provide a Drawing Whenever Possible

One simple dimensioned sketch can answer dozens of questions.

Show:

  • rails

  • blocks

  • payload

  • center of gravity

  • rail spacing

  • block spacing

  • stroke

  • force directions

  • major offsets

It does not need to be a finished CAD drawing.

Even a clear hand sketch can prevent misunderstandings.

27. For Replacement Guides, Send a Nameplate or Part-Number Photo

Photographs are especially useful for obsolete or unknown systems.

Photograph:

  • carriage marking

  • rail marking

  • entire guide

  • mounting arrangement

  • rail cross section

  • surrounding machine

If the marking is difficult to read, take:

  • close-up photo

  • angled photo

  • wider context photo

Linear Automation USA specifically offers interchange services for discontinued systems, making identification information particularly valuable.

28. State the Quantity

Specify separately:

  • number of rails

  • number of blocks

For example:

2 rails, 4 blocks total

is better than:

“Need two linear guides.”

That phrase could mean:

  • two rails

  • two rail/block assemblies

  • two complete axes

Avoid ambiguity.

29. State Whether Rail Cutting Is Required

If you need custom rail, provide:

  • quantity

  • finished length

  • hole pitch if known

  • end dimensions if required

Linear Automation USA currently states that custom-cut rails are processed at its local warehouse.

That can make the RFQ much more specific than simply ordering stock rail and cutting it later.

30. State Whether an Equivalent Is Acceptable

For replacement applications, say whether you require:

exact OEM

or whether:

engineered equivalent/interchange is acceptable.

That can make a major difference when the original guide is:

  • obsolete

  • unavailable

  • experiencing long lead times

But an interchange should be confirmed against the complete system geometry and requirements—not nominal rail size alone.

A Better Linear Guide RFQ Example

Instead of:

Need price on two 25 mm linear rails, 6 feet long.

A much more useful request would say:

New horizontal automation application. Two parallel profile rails with two carriages per rail. Moving mass approximately 180 kg including maximum payload. Rail spacing 500 mm; block spacing 400 mm. CG approximately 150 mm above the rail plane and centered between rails. Required stroke 1,500 mm. Maximum speed 1.2 m/s and acceleration 3 m/s². No major process force. Approximately 10 cycles/minute, 16 hours/day. Standard industrial environment with moderate dust. Normal industrial accuracy is acceptable. Please recommend SBC, WON, Schaeffler/Ewellix equivalent as appropriate and quote custom-cut rails with four carriages.

Now the supplier can actually engineer around the application.

Linear Automation USA's Perspective

At Linear Automation USA, one of the biggest problems we see with linear-guide quote requests is that the buyer often begins with:

“I need a size 25 rail.”

That tells us much less than people realize.

We would rather know:

What is the machine doing?

From there, we can work backward toward the appropriate:

  • series

  • rail size

  • carriage

  • rail length

  • preload

  • accuracy

  • options

For a new application, some of the most valuable information is:

mass + center of gravity + rail spacing + block spacing + stroke + speed + acceleration + mounting orientation

For a replacement, some of the most valuable information is:

complete part number + photographs + rail dimensions + carriage dimensions + hole pattern

And for a custom-cut rail, we want:

finished rail length + mounting-hole geometry

Linear Automation USA supplies profile rails and carriages from SBC, WON, and other supported linear-motion product lines, provides locally processed custom-cut rails, and can assist with discontinued-system interchange applications.

Our rule is:

Do not request a linear guide quote with only a rail size. Give the supplier enough information to understand the machine, the load, the motion, and the finished geometry.

Printable Linear Guide Quote Checklist

Before submitting your RFQ, gather as many of these as possible:

InformationWhat to ProvideApplicationNew machine or replacementManufacturerPreferred/current brandPart numberComplete rail and block numbersMounting orientationHorizontal, vertical, wall, inverted, inclinedMoving masskg or lbMaximum payloadkg or lbCenter of gravityX/Y/Z offset or sketchNumber of rails1, 2, etc.Blocks per rail1, 2, etc.Rail spacingCenter-to-centerBlock spacingCenter-to-centerRequired strokemm or inchesRail lengthFinished lengthSpeedMaximum travel speedAccelerationMaximum acceleration/decelerationProcess forcesMagnitude, direction, locationShock/vibrationNone, moderate, severeDuty cycleCycles/minute and hours/dayRequired lifeHours, cycles, or yearsAccuracyRequired class/performanceRigidityAllowable deflection if knownPreloadIf specifiedEnvironmentDust, chips, coolant, cleanroom, etc.LubricationManual, centralized, oil, etc.ProtectionSeals, scrapers, coversCorrosion resistanceYes/no/special environmentBlock styleFlanged, slim, long, etc.Rail hole pitchPFirst-end dimensionG1Opposite-end dimensionG2QuantityRails and carriages separatelyDrawing/photosAttach whenever possibleEquivalent acceptable?Yes/no

You do not need every line completed before contacting a supplier.

If several items are unknown, say:

“Need application assistance.”

That is far better than guessing.

Frequently Asked Questions

What Information Do I Need to Order a Linear Guide?

At minimum, identify the rail/carriage series or describe the application, required rail length, number of blocks, and quantity. For proper engineering selection, also provide payload, CG, orientation, spacing, stroke, speed, acceleration, forces, duty cycle, and environment.

What If I Do Not Know the Linear Guide Part Number?

Provide photographs and measurements of the existing rail and carriage, along with information about the machine.

Can a Supplier Select a Linear Guide From Payload Weight Alone?

Not reliably. Center-of-gravity offsets, acceleration, external forces, and rail/block geometry determine the loads on individual carriages.

Do I Need to Know the Preload Before Requesting a Quote?

Not necessarily. If preload has not already been specified, provide the rigidity, accuracy, loading, and application information needed to select it.

Should I Specify Rail Length or Stroke?

Ideally both. Stroke is the machine's required travel; rail length also includes the carriage footprint and appropriate end geometry.

Do I Need the Rail Mounting-Hole Pattern?

It is especially useful for replacement and custom-cut rails because total rail length alone does not define mounting-hole position.

Should I Include Mounting Orientation?

Yes. Orientation affects load calculations and can affect lubrication configuration.

Should I Send a Drawing?

Yes. A simple dimensioned drawing showing rails, blocks, payload, CG, stroke, and forces can dramatically improve the quality of an application review.

Can I Request an Equivalent for an Obsolete Linear Guide?

Yes, but dimensional similarity alone is insufficient. The proposed interchange should be checked for mounting geometry, load capacity, accuracy, preload, and other relevant specifications.

Ready to Request a Linear Guide Quote?

For the fastest application review, send:

part number or application description + photos/drawing + mass + CG + orientation + rail/block spacing + stroke + speed + acceleration + rail length + quantity

Then include any:

  • accuracy

  • rigidity

  • environmental

  • lubrication

requirements that matter to the machine.

Contact Linear Automation USA for application assistance, custom-cut rail, or help identifying a replacement profile-rail system.

Recommended Reading

How to Choose the Right Linear Guide Rail

Start with the overall engineering selection process before narrowing the application to a specific rail and carriage.

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How to Size a Linear Guide for an Industrial Application

Learn how load, moments, static safety, life, and rigidity determine guide size.

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How to Calculate Load on a Linear Guide

Understand why payload alone does not determine individual carriage loading.

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How to Select Linear Rail Length

Calculate rail length from required stroke, carriage footprint, end allowance, and mounting-hole geometry.

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How to Read a Linear Guide Part Number

Learn what information may be encoded in a manufacturer's rail and carriage model numbers.

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How Mounting Orientation Affects Linear Guide Selection

Understand horizontal, vertical, wall, inverted, and inclined mounting before finalizing the guide.

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Linear Guide Load Ratings Explained

Review C, C₀, static safety, and fatigue-life considerations before comparing candidate guides.

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Sources & Technical References

THK — LM Guide Selection Criteria

Provides the engineering selection sequence covering operating conditions, applied block load, equivalent load, static safety, average load, nominal life, rigidity, accuracy, lubrication, contamination, and corrosion.

THK — Applied Load

Provides the application inputs needed for load calculation, including moving mass, force direction, center-of-gravity position, guide arrangement, velocity, acceleration, stroke, duty cycle, and required life.

THK — Setting Conditions

Documents horizontal, inverted, wall, vertical, and inclined mounting conditions and explains why mounting orientation must also be considered when configuring lubrication.

THK — Notes on Ordering

Useful when preparing the actual order because it addresses order units, mounting orientation, lubrication-port location, options, and maximum manufactured rail lengths.

THK — Predicting Rigidity and Selecting Preload

Explains why radial clearance and preload must be selected from application requirements rather than treated as a generic specification.

Linear Automation USA

Current information on Linear Automation USA's profile-rail inventory, custom-cut rail processing, and discontinued-system interchange assistance. 

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How Mounting Orientation Affects Linear Guide Selection