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ESO Y2 · Technology and Digitalisation
Machines and mechanisms · Machines and mechanisms

Mechanisms that transform motion

Transmitting motion is not always enough: sometimes we need to convert a rotation into a straight-line movement, or a back-and-forth motion into a rotation. The corkscrew, the windscreen wiper and the car jack all work this way.

Screw and nut, and rack and pinion

Screw and nut mechanism: as the screw turns, the nut, which does not turn, moves in a straight line along the thread. screw rotation nut movement thread nut (does not turn) screw As the screw turns, the nut moves along the thread
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Explain the difference between a transmission mechanism and a motion transformation mechanism, giving an example of each: a bicycle chain versus the screw and nut…

Explain the difference between a transmission mechanism and a motion transformation mechanism, giving an example of each: a bicycle chain versus the screw and nut mechanism in a tap. What is the input and output in each case (rotation or linear displacement)?

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When turning a nut on a screw, the nut moves forward along the thread. Explain what transformation occurs (rotation into linear movement) and name two everyday objects…

When turning a nut on a screw, the nut moves forward along the thread. Explain what transformation occurs (rotation into linear movement) and name two everyday objects that use the screw and nut mechanism, indicating what is achieved by this linear movement in each case.

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A rack and pinion is a toothed wheel that meshes with a toothed bar. Explain what transformation it performs and match it with its use: (a) car steering, which converts…

A rack and pinion is a toothed wheel that meshes with a toothed bar. Explain what transformation it performs and match it with its use: (a) car steering, which converts the turning of the steering wheel into the side-to-side turning of the road wheels, and (b) a rack corkscrew, which converts the turning of the handle into the rising of the cork.

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The figure shows a pinion with $12$ teeth meshed with a rack: for each tooth that passes, the rack advances $5\ \text{mm}$. Calculate how many millimetres the rack…

The figure shows a pinion with $12$ teeth meshed with a rack: for each tooth that passes, the rack advances $5\ \text{mm}$.

1 turn ? 12-tooth pinion · each tooth pushes 5 mm

Calculate how many millimetres the rack advances when the pinion turns one complete revolution and how many revolutions are needed for it to advance $30\ \text{cm}$. Explain why this mechanism converts rotation into such precise displacement that it is used in 3D printers.

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Connecting rod and crank

Animation of a connecting rod and crank mechanism: the crank rotates continuously, the connecting rod follows its end and the slider moves back and forth between the guides, more slowly near the ends of its travel. crank connecting rod slider
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The figure shows a slider-crank mechanism: a rotating wheel (crank), a hinged rod (connecting rod), and a part that can only slide between two guides (slider). Explain…

The figure shows a slider-crank mechanism: a rotating wheel (crank), a hinged rod (connecting rod), and a part that can only slide between two guides (slider).

crank connecting rod slider

Explain what input motion goes into the mechanism and what output motion comes out (what the slider does while the crank turns full circles) and name a real-life machine where this transformation occurs.

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A crankshaft is a shaft with bends, like several cranks in a row, which converts the reciprocating motion of the pistons into the rotation of the engine shaft. Explain…

A crankshaft is a shaft with bends, like several cranks in a row, which converts the reciprocating motion of the pistons into the rotation of the engine shaft. Explain how it is similar to a slider-crank mechanism and where it is found in a car: what input motion enters through the pistons and what output motion goes to the wheels?

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In a foot pump for inflating tyres, you push the plunger down and... nothing rotates. But in a combustion engine, it is the pistons that push and the shaft that rotates.…

In a foot pump for inflating tyres, you push the plunger down and... nothing rotates. But in a combustion engine, it is the pistons that push and the shaft that rotates. Explain that the slider-crank mechanism works in both directions (from rotary to reciprocating and from reciprocating to rotary), giving an example of each direction of use.

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Cam and eccentric

Animation of an oval cam rotating on its off-centre axis and pushing a guided vertical follower: the follower rises and falls following the outline of the cam, and a mark on the edge shows the rotation. cam follower
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A cam is a pear-shaped component that, as it rotates, pushes a follower making it move up and down. Explain what transformation it performs and why the shape of the cam…

A cam is a pear-shaped component that, as it rotates, pushes a follower making it move up and down. Explain what transformation it performs and why the shape of the cam determines the exact motion of the follower. Give an example of a machine that uses cams (sewing machine, car engine).

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An eccentric is a wheel whose axis of rotation is not at its centre: as it rotates, its edge pushes in a similar way to a cam. Explain how it is similar to and different…

An eccentric is a wheel whose axis of rotation is not at its centre: as it rotates, its edge pushes in a similar way to a cam. Explain how it is similar to and different from a cam, and why an electric sander uses an eccentric to vibrate (an off-centre rotating mass).

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The figure shows a rotating cam with its follower resting on top; the motion of the follower is to be described. Describe precisely what the follower does during one…

The figure shows a rotating cam with its follower resting on top; the motion of the follower is to be described.

cam follower ?

Describe precisely what the follower does during one complete revolution of the cam (when it rises, when it falls, when it is at its highest point), explain what this motion depends on, and reason how it would change if the cam were more "pointed".

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To operate an engine valve, either a cam or an eccentric can be used. Compare both solutions: which one allows you to design the exact movement of the valve (how much it…

To operate an engine valve, either a cam or an eccentric can be used. Compare both solutions: which one allows you to design the exact movement of the valve (how much it rises and when) and which one is simpler to manufacture, and explain why cams won out in car engines.

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The ratchet: turning in one direction only

Ratchet mechanism: a wheel with sloping teeth rotates on its axis and a pawl hinged on a pivot rests on the teeth. The wheel turns freely anticlockwise, because the pawl jumps over the ramps of the teeth. Clockwise, the tooth pushes the pawl and the rotation is locked. ratchet (pawl) pivot the pawl engages shaft free rotation anticlockwise locked rotation clockwise wheel with sloping teeth
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A ratchet is a mechanism with sloped teeth and a pawl that allows a shaft to rotate in one direction and blocks it in the other. Explain how it works using the example…

A ratchet is a mechanism with sloped teeth and a pawl that allows a shaft to rotate in one direction and blocks it in the other. Explain how it works using the example of a car handbrake or a socket wrench, and explain what would happen when pedalling a bicycle if the rear sprocket did not have a ratchet mechanism (the freewheel).

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A bicycle freewheel uses a ratchet mechanism: when pedalling forwards it drives the wheel, but if you stop pedalling, the wheel keeps turning without you. Explain how…

A bicycle freewheel uses a ratchet mechanism: when pedalling forwards it drives the wheel, but if you stop pedalling, the wheel keeps turning without you. Explain how the ratchet achieves this (what it locks and what it frees) and what would happen on a "fixed-gear" bike, where the pedals and wheel are fixed together, when going down a hill.

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A team is designing a hoist to lift pallets of bricks on a construction site and is hesitating between two systems to reduce the motor's speed and drive the cable drum:…

A team is designing a hoist to lift pallets of bricks on a construction site and is hesitating between two systems to reduce the motor's speed and drive the cable drum:

  • Option A: A spur gear train.

  • Option B: A worm and worm wheel (worm gear) reduction unit.

  • If a sudden power cut occurs while the load is suspended at a height of 10 metres, predict with reasoning what will happen to the load in Option A and in Option B based on the reversibility of each mechanism.

  • In a petrol car engine, the crank-slider mechanism connects the piston to the crankshaft. Explain why in this case it is essential that the mechanism is completely reversible, analysing what happens when starting the car with the key compared to when the engine is already running autonomously.

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Machines that combine several mechanisms

Two-armed corkscrew driven into the cork of a bottle: the central spiral (screw and nut) enters the cork as the handle is turned and the two arms act as levers, with the pivot at their axis and teeth that mesh with the shaft to pull out the cork. turn the handle effort effort arm (lever) arm (lever) pivot teeth spiral (screw and nut) body cork the cork rises bottle
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A student builds a model windscreen wiper by directly connecting the shaft of a toy electric motor (which rotates at 3000 rpm with very low torque) to the crank of the…

A student builds a model windscreen wiper by directly connecting the shaft of a toy electric motor (which rotates at 3000 rpm with very low torque) to the crank of the wiper blades. When placing the blades on the dry windscreen and turning the motor on, the blades barely move for an instant, vibrate abruptly, and the motor stalls, heating up quickly.

  1. Explain the two mechanical reasons why this direct assembly fails (think about the appropriate rotational speed for wiping and the torque required to overcome friction).

  2. Propose which intermediate mechanism you must necessarily insert between the motor and the crank to solve both problems at the same time, and justify your choice.

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Observe how a winged corkscrew (with two arms) works: 1. When turning the top butterfly handle, the worm screws vertically into the cork and, at the same time, the two…

Observe how a winged corkscrew (with two arms) works:

  1. When turning the top butterfly handle, the worm screws vertically into the cork and, at the same time, the two lateral arms rise on their own. Identify the mechanism that couples the central shaft to the arms to achieve this transformation.

  2. When we push the arms down with our hands to extract the cork, each arm acts as a lever. Draw or explain the position of the fulcrum, the effort (applied force), and the load (resistance), and identify, with reasoning, which class of lever it corresponds to.

  3. If you were to redesign the corkscrew by making the arms twice as long, what effect would it have on the force you must apply with your hands to pull out the cork? Justify whether this would entail any practical disadvantage in the use of the tool.

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A workshop press operates using a lead screw (screw-nut) mechanism with a thread pitch of $p = 2\ \text{mm}$, driven by a crank with a radius of $r = 14\ \text{cm}$. 1.…

A workshop press operates using a lead screw (screw-nut) mechanism with a thread pitch of $p = 2\ \text{mm}$, driven by a crank with a radius of $r = 14\ \text{cm}$.

  1. If you need the end of the press to advance $7\ \text{cm}$ to clamp a workpiece, calculate how many complete turns the crank must make.

  2. When completing one full turn, your hand covers the perimeter of the circle ($L = 2 \cdot \pi \cdot r$, take $\pi \approx 3,14$). If you apply a force of $10\ \text{N}$ at the end of the crank and we neglect friction (input work equals useful work: $F_{\text{hand}} \cdot L = F_{\text{press}} \cdot p$), calculate the compressive force exerted by the press on the workpiece.

  3. If the lead screw were replaced with one having a pitch of $4\ \text{mm}$, justify how the number of turns required to clamp across the same distance and the force you would need to apply to achieve the same clamping force would change.

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Summary

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