Holding vs latching
- Holding — a static clamp: hold a door open, retain a panel, fixture a workpiece, keep a cover shut. The magnet stays engaged and the design question is how much force, in which direction.
- Latching — a make-and-break cycle: the magnet must grab reliably on approach and release cleanly on demand (a pull, a push-push, a cam). Now you care about the whole force-vs-distance curve, not just peak.
The two needs pull magnet choice in different directions: holding wants maximum captured force at contact; latching wants a controlled approach, a defined release, and self-alignment.
Pull force is a system property
The rated pull force assumes an ideal that your product almost never matches. Real holding force depends on:
- The steel target — low-carbon steel gives full spec; thin sheet saturates and gives less; austenitic (300-series) stainless is nearly non-magnetic and can drop force by 70–90%.
- Air gap — the steepest variable. A coat of paint, powder-coat, or a decorative laminate is an air gap. Pull typically falls 30–50% at ~1 mm and drops below 25% by ~3 mm.
- Contact area & flatness — force needs intimate metal-to-metal contact; a curved or rough mating face leaves a distributed gap.
- Target thickness — the steel must be thick enough to carry the flux without saturating (a rule of thumb: at least as thick as the magnet's pole region).
Never spec to the catalog pull number. Derate for your actual target metal, finish, and worst-case gap — then add margin. A holding magnet that works on the bench and fails on the painted production part is the classic avoidable failure.
Pull vs shear (breakaway)
Two failure directions, two very different numbers:
- Pull (normal / tensile) — force straight off the face. This is the big datasheet number.
- Shear (sliding / breakaway) — force parallel to the face. It is resisted only by friction, so it is typically just 15–25% of the rated pull, depending on surface finish and coating.
Loads that push a held part sideways — a latch on a sliding drawer, a fixture resisting cutting forces — are shear loads. Sizing them off the pull rating overstates capacity by 4–6×.
“The magnet holds 20 lb, the part weighs 5 lb, we're fine.” If the 5 lb hangs in shear, the real capacity may be ~4 lb — and the part slides. Identify the load direction before choosing the magnet.
Pot magnets vs bare magnets
A pot (channel/cup) magnet is a magnet set in a soft-steel cup that returns flux to the working face. That return path concentrates the field where the load is, so a pot assembly delivers roughly 2–3× the pull of the same bare magnet — and protects the brittle magnet mechanically.
- Use pots for holding almost always: more force per dollar, a threaded or countersunk mount, and a rugged package.
- Bare magnets suit thin profiles, dual-sided attraction (magnet-to-magnet latches), or where the mating structure itself is the return path. Stocked in pot, disc, and block forms.
- Two-magnet latches (magnet-to-magnet rather than magnet-to-steel) give a defined, symmetric closure and can encode polarity for keyed alignment — mind the magnetization direction on both halves.
Designing the latch
- Design the release, not just the grab. A latch that holds 15 lb but needs 15 lb to open is a bad user experience. Tune peak hold and release feel with a small air gap (a bumper, a thin non-magnetic shim) that flattens the force spike at contact.
- Use the distance curve for approach. Force rises steeply near contact — a latch snaps shut satisfyingly in the last millimeters. Set the geometry so the “catch” happens at your intended closing travel.
- Self-alignment — a tapered pole or a magnet-to-magnet pair pulls the closure into registration, forgiving mechanical tolerance in hinges and slides.
- Cushioning & noise — bare NdFeB snapping onto steel chips and clacks. A thin elastomer or coated contact face protects the magnet and quiets the latch.
Material & environment
- Neodymium — most force in the smallest package; the default for compact, high-hold latches. Needs a coating and a temperature check.
- Ferrite / ceramic — low cost, corrosion-proof bare, ideal for large-area or outdoor holding where size isn't critical (ceramic magnets).
- Alnico — where a legacy pull curve or high-temperature holding is required (alnico).
- Outdoor / wet: ferrite or fully encapsulated pots; on NdFeB, corrosion is a design requirement, not a finish (mounting guide). Temperature-sensitive latches near motors or heat should be checked against the temperature guide.
Mounting & retention
- Threaded pots (stud or tapped hole) — the cleanest mechanical mount; the load path is through steel, not the brittle magnet.
- Countersunk pots — a flush screw through the assembly; good for panels and doors.
- Adhesive — acceptable for bare magnets in low-shear holding; choose the adhesive and surface prep deliberately and capture the magnet mechanically where cycling or vibration is present (bonding & mounting).
- Never load a bare magnet in tension through the magnet body — NdFeB is strong in compression, weak in tension and shear. Route holding loads through steel or a pot.
Design & spec pitfalls
| Mistake | Consequence | Fix |
|---|---|---|
| Speccing the catalog pull number | Fails on the painted/thin/stainless real part | Derate for actual target metal, finish, and worst-case gap |
| Sizing a side load off the pull rating | Part slides — real capacity is ~4–6× lower | Size shear at 15–25% of pull |
| Assuming the target is magnetic | Near-zero hold on austenitic stainless | Confirm the target is ferromagnetic steel |
| Bare magnet loaded in tension | Cracked magnet, sudden release | Route the load through steel or a pot |
| Latch with no release plan | Won't open, or opens too hard | Tune release with a bumper / thin non-magnetic shim |
| Adhesive-only under vibration | Magnet migrates or detaches | Bond and mechanically capture; qualify to the duty cycle |
Specifying a holding magnet
Additions to the standard RFQ checklist for a holding or latch magnet:
- Load & direction: required hold in pull and/or shear, with margin, at the real gap.
- Target metal & finish: the actual steel grade, thickness, and any coating between magnet and steel.
- Worst-case gap: nominal plus tolerance and finish build-up.
- Form & mount: pot (threaded/countersunk), bare, or magnet-to-magnet; mounting method.
- Cycle life (latches): operate/release forces and expected cycles.
- Environment: temperature range and moisture/chemical exposure driving material and coating.
