Designing compression springs requires an understanding of several factors. These components are integral to the functioning of diverse equipment, necessitating their appropriate design. In this guide, we will examine the effects of choices in material, finishing, sizing, and mounting on a spring's performance. For example, if the dimensions or material of a spring used in automotive suspensions are not correctly chosen, the safety and quality of the vehicle could be at risk. This is because high-strength alloys, which resist corrosion and are durable, and a wider spring capable of greater load absorption can better suit automotive applications. However, keep in mind that these choices may not always be the best for other applications. Through this guide, we aim to lift the veil on the complexities of spring design and enable you to make informed decisions that will enhance your designs.


Materials

Selecting materials for a compression spring involves considering two main factors: the environment in which the spring will function and the load requirements of the spring. If the environment is moist or contains intense chemicals, stainless steel can be a good choice due to its resistance to corrosion. However, this material might not perform well under high loads, despite its resistance to corrosion. High-carbon steel is stronger and harder, which makes it a better choice for high-load applications like those in heavy machinery.

Consideration must also be given to the operational temperature of the spring. Materials such as Inconel and Hastelloy retain their properties at high temperatures and are therefore useful in such conditions. However, the expense and supply of these materials can be less than ideal compared to stainless steel or high-carbon steel. Therefore, optimal material selection depends on finding a balance between performance requirements, cost, and material availability.


Finishes

The performance and longevity of a compression spring are influenced by its finish. Suitable finishes offer resistance to corrosion and lessen friction. Zinc plating, nickel plating, or oil dips are used for standard applications.

In more demanding environments requiring superior durability, finishes like black oxide or powder coating are recommended. These finishes create a protective layer that can withstand wear and harsh conditions.

When it is necessary to enhance the surface hardness or strength of the compression spring, processes such as passivation or shot peening may be implemented. Shot peening, which is performed by assaulting the spring surface with small spherical media, can improve the spring's stress and fatigue resistance. This method is especially beneficial in scenarios involving high stress levels or repeated load cycles.

The choice of finish should be based on the specific requirements of the application. Each finish has unique properties tailored to function under different conditions.


Dimensions

When you design a compression spring, you need to think about the coil diameter, free length, wire diameter, and the number of active coils, which is often called the spring speed. Let's say you are designing a compression spring for a vehicle's suspension system. In this context, the coil and wire diameters affect the stiffness or flexibility of the spring, and the free length and number of active coils determine the spring's reactivity. A spring with more active coils may provide a more comfortable ride by absorbing shocks more effectively. On the other hand, a spring with a larger wire diameter tends to be stronger and more long-lasting.

The coil diameter, free length, wire diameter, and number of active coils are related to two important properties of springs: the spring rate and the load capacity. The spring rate is a measure of the force needed to compress the spring a certain distance. A larger spring rate means that more force is required to compress the spring, which is not always what you want. For example, springs with a larger wire diameter generally can support a greater load, but they may also have a larger spring rate, making them harder to compress. Therefore, it's important to find the right balance between load capacity and spring rate for a given application.

Also consider the physical constraints of the application's environment. If you are designing a compression spring for a wristwatch, you need to take into account the limited space available. In this situation, the coil and wire diameter, free length, and number of active coils need to be chosen so that the spring will fit in the available space and function as required.

Choosing the right dimensions for a spring is not a one-time process, but rather an ongoing process of refining the design based on theoretical calculations and real-world testing. It's also important to consider factors such as temperature, humidity, and how often the spring will be used.


Mounting Considerations

Correct mounting is essential for a compression spring to function as intended. In a locking mechanism, for example, proper spring placement helps the lock operate smoothly and can extend its lifespan. Compression springs must have adequate space to operate within their design parameters, without obstruction from additional assembly components.

However, enough clearance does not equate to excessive space. If a compression spring has too much room, its stability may be compromised, leading to potential displacement and reduced assembly performance.

The method of mounting also affects the load distribution across a compression spring. A method that includes the use of a rod or shaft around which the spring can be coiled helps prevent buckling of slender springs.