Selecting The Right Caster
Selecting the right caster for an application is quite similar to buying the right car.
By Ken Otmanowski and Al Rounds
The selections seem endless: make, model, color, style, price range, reliability, who has the best
service, who has the nicest salespeople... to many choices for the typical person to make. Selecting a
caster can seem like that.
Except with casters, the choices sound more like: What is the load capacity? What are the floor and
environmental conditions? What type of wheel should be used? At what speed will they be used?
It can seem very confusing, but is made simple if the correct questions are asked. The answers to
these questions yield information that will help you provide your customers with the best product
for their needs.
First, is this a replacement or a new application? If it is for replacement, ask "Why did the old
casters fail?" They may have just worn out, or they may have broken because they weren't properly
selected initially. To be completely sure the replacements fit, the mounting bolt-hole pattern and
overall height are two critical items. Oftentimes, the person doing the specifying is less than
enthusiastic about gathering complete application details because they think "It's only a caster,
and they're all the same."
Making this type of assumption is a serious mistake. Although casters can by no stretch of the
imagination be considered high technology, their design has progressed in the past several decades.
Literally thousands of designs are now available for most applications.
To select the best caster for any application, complete information about the job requirement is
necessary. There are Marketing/Sales and Engineering/Manufacturing type factors to be considered.
If you put on your Marketing/Sales hat, you should ask questions like the following:
- What caster is currently being used?
- What is the target price for the caster?
- What is the required delivery?
- How many casters are required?
- Has this been quoted in the past?
Engineering considerations include:
- Load to be carried
- Floor conditions
- Speed of travel
- Operating environment
- Load handling.
Options should also be considered:
- Will a brake be necessary?
- Will a swivel lock be used?
- Should the casters be spring loaded?
All these factors plus others must be considered.
Load
Determining the operating load is not as simple as it may seem because of the necessity of
determining load distribution. In most cases, no matter how many casters are involved, there is no
guarantee that the load will be distributed over more than three casters. Thus, each caster should
be able to handle at least one-third of the load.
Of course, the load can be distributed evenly among more than three casters. The most common method
is to use an articulating axle or spring-loaded casters that maintain contact with the ground in spite
of uneven floors. Either of these features increases the cost of the caster.
If the load is too heavy to be handled by standard casters, custom casters can be designed.
For example, special casters have been designed that support a 140,000 lb. steel aircraft maintenance
hangar that is wheeled into position over the tails of large aircraft such as the Boeing 747 and
McDonnell Douglas DC-10.
Surface Conditions
The rougher the floor, the more likely it is that the load will be supported on less than the full
number of casters. Protecting the floor from damage may also be an important consideration. In most
cases, it is less expensive to replace a set of casters than to refinish a floor.
Tradeoffs are often required. Steel, which provides the best mix of high capacity and low cost, also
tends to be the most damaging to floors. On the other hand, the lower capacity polymer materials
provide the best load distribution properties and are the least likely to damage a floor. Also,
larger diameter wheels work better on rough floors, albeit more expensive.
Floor marking can also be a problem, especially when conventional rubber wheels are used. For
example, a pharmaceutical plant with white vinyl floors would allow no marks on the floor. In this
instance, a harder polyurethane wheel would provide sufficient floor protection. But for applications
where the harder polyurethane wheel does not work, a non-marking polymer compound nearly as soft as
rubber could be used. In the most demanding surface conditions, unimproved outdoor terrain for
example, pneumatic wheels may be necessary.
| Relative Ability of Various Wheel Types To Solve Caster Problems (Table #1) |
| Wheel Type |
Rolling Ease |
Capacity |
Quietness |
Floor Protection |
Cushioning |
| Full Pneumatic |
Low |
Low |
High |
Medium |
Very High |
| Semi- Pneumatic |
Low |
Low |
High |
Medium |
Very High |
| Molded Rubber on Iron |
Low |
Low |
High |
Medium |
High |
| Molded Rubber on Aluminum |
Low |
Low |
High |
Medium |
High |
| Rubber on Polypropylene |
Medium |
Low |
High |
Medium |
High |
| Press-on Rubber |
Medium |
Medium |
High |
Medium |
High |
| Soft Rubber |
Low |
Low |
High |
Medium |
High |
| Polyurethane on Aluminum |
High |
High |
High |
High |
Medium |
| Polyurethane on Steel |
High |
High |
High |
High |
Medium |
| Press-on Polyurethane |
High |
High |
High |
High |
Medium |
| Polyurethane/ Poly Core |
Medium |
Medium |
High |
High |
Medium |
| Polyurethane/ Polypropylene |
Low |
Low |
High |
High |
Medium |
| Solid Polyurethane |
Medium |
High |
High |
High |
Medium |
| Phenolic |
High |
High |
Low |
Medium |
Low |
| Straight-Sided Heavy-Duty Phenolic |
High |
Very High |
Low |
Medium |
Low |
| Laminated Phenolic |
High |
High |
Low |
Medium |
Low |
| Heat Resistant Phenolic |
High |
High |
Low |
Medium |
Low |
| Polyolefin |
High |
Medium |
Low |
Medium |
Low |
| Cast Iron |
High |
High |
Low |
Low |
Low |
| Drop Forged |
High |
Very High |
Low |
Low |
Low |
| V Grooved |
High |
High |
Low |
Low |
Low |
| Single Flange |
High |
High |
Low |
Low |
Low |
| Double Flange |
High |
High |
Low |
Low |
Low |
Relative Ability of Various Wheel Types To Solve Caster Problems (Table #2) |
| Wheel Type |
Impact Resistance |
Corrosion Resistance |
Abrasion Resistance |
Cost |
High Temp. °F |
Low Temp °F |
| Full Pneumatic |
Very High |
High |
Low |
Medium |
200 |
-40 |
| Semi- Pneumatic |
Very High |
High |
Low |
Medium |
200 |
-40 |
| Molded Rubber on Iron |
High |
Medium |
Low |
Low |
200 |
-40 |
| Molded Rubber on Aluminum |
High |
Medium |
Low |
Medium |
200 |
-40 |
| Rubber on Polypropylene |
High |
High |
Low |
Medium |
200 |
-40 |
| Press-on Rubber |
High |
High |
Low |
High |
200 |
-40 |
| Soft Rubber |
Medium |
High |
Low |
Low |
200 |
-40 |
| Polyurethane on Aluminum |
Medium |
Medium |
Low |
Medium |
200 |
-40 |
| Polyurethane on Steel |
Medium |
Medium |
High |
High |
200 |
-40 |
| Press-on Polyurethane |
High |
Medium |
High |
High |
200 |
-40 |
| Polyurethane/ Poly Core |
Medium |
High |
High |
Medium |
200 |
-40 |
| Polyurethane/ Polypropylene |
Medium |
High |
High |
Low |
200 |
-40 |
| Solid Polyurethane |
Medium |
Very High |
High |
Medium |
200 |
-40 |
| Phenolic |
Medium |
High |
Medium |
Low |
250 |
-65 |
| Straight-Sided Heavy-Duty Phenolic |
Medium |
High |
Medium |
Low |
250 |
-65 |
| Laminated Phenolic |
Very High |
High |
Medium |
Low |
250 |
-65 |
| Heat Resistant Phenolic |
High |
High |
Medium |
Low |
475 |
-65 |
| Polyolefin |
Medium |
High |
Medium |
Low |
230 |
-40 |
| Cast Iron |
Medium |
High |
High |
Low |
800 |
-65 |
| Drop Forged |
Very High |
High |
High |
High |
800 |
-65 |
| V Grooved |
Medium |
High |
High |
Low |
800 |
-65 |
| Single Flange |
Medium |
High |
High |
High |
800 |
-65 |
| Double Flange |
Medium |
High |
High |
High |
800 |
-65 |
Travel Speed
Most casters are rated at manual speeds, which means no faster than walking speed. Yet, in some cases
where low-speed operation had been specified, the caster could actually travel at 10 mph. For a
caster, 10 mph is extremely fast.
Nearly all casters can travel at power-driven speeds, but their load-carrying capacities are
significantly reduced. In fact, the capacity of a caster is somewhat inversely proportional to the
speed at which it is used. Higher speed reduces caster capacity because it reduces the capacity of
the wheel bearing. Furthermore, higher speed greatly increases the forces experienced in traversing
an uneven surface, or hitting an obstacle.
For example, a steel wheel dropped one inch can sustain a momentary load of 10 times the actual
load the wheel is carrying. The caster supplier must be informed when operating speed is to exceed a
few miles per hour.
Operating Environment
The caster supplier must also be informed of unusual environmental conditions. For example, the
casters may have to travel into an oven. At about 500°F, the temperature begins to reduce the
load-carrying capacity of metallic caster components, forcing the use of a heavier model. Other
temperature-related effects that must be considered are the tendency of lubricants to run off or burn
up at higher temperatures, and thermal expansion, which can cause bearings to freeze.
Temperature also affects the type of wheel material used. Polyurethane wheels begin to melt at
temperatures above 200°F. Low temperatures also present problems that are addressed by special
lubricants and wheel materials.
Acids may erode many metals, and common polymer materials can be attacked by a variety of
chemicals such as aircraft hydraulic fluids. In the most corrosive environments, stainless steel is a
possible alternative, although it costs much more than conventional materials.
The presence of dust or other abrasive materials must be considered. Double-sealed bearings exclude
particles from casters used in applications such as sand-blast units.
Several design alternatives address casters that will be submerged in water. One option is to use
stainless steel and leave the bearings open so that water serves as the lubricant. Another option is
packing the bearing with a lubricant that will not wash out.
Load Handling
Special cargo handling requirements sometimes come into play. If steel shavings are being moved,
delicate handling is not a major concern. However, if the cargo is a sensitive instrument, a soft
wheel material such as natural rubber, or even a spring-loaded caster may be required. Spring-loaded
casters provide the ultimate in shock absorption when combined with pneumatic tires.
In the most extreme cases, additional provisions may be necessary. For example, explosives are
frequently hauled using a special container that suspends them in liquid. If a caster with a shock
absorber is ruled out for cost reasons, the specifier should look for a wheel with some shock
absorbing properties. Examples include natural rubber wheels, semi-rubber, semi-pneumatic
(zero pressure wheels) or mold-on rubber wheels.
The best overall rule for the person selecting casters is to be sure to inform the supplier of
every aspect of the application. Always try to consider both sides of the application issue: the
Sales/Marketing side and the Engineering/Manufacturing side. In most cases, the supplier will help
you select the best standard product or design a special one exactly for your needs. |