Mechanisms That Transform Motion
Transmitting motion is not always enough: sometimes you need to turn a rotation into a straight-line advance, or a back-and-forth swing into a rotation. A car jack, a windshield wiper, or the ratchet on a bike all work this way. How can a small jack lift an entire car? We'll solve it at the end.
Transmission or Transformation
A transmission mechanism passes motion from one place to another without changing its type: a bike chain carries one rotation (the pedals) to another rotation (the wheel).
A transformation mechanism changes the type of motion: a rotation goes in and a straight-line advance comes out, or a back-and-forth swing goes in and a rotation comes out.
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)?
Screw-and-Nut and Rack-and-Pinion
Other examples of screw-and-nut: the C-clamp in the workshop (it squeezes the piece as the screw advances) and the screw cap on a jar.
Advance per Turn
To know how far a piece advances, one idea is enough: advance per turn.
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In a screw, the advance per turn is the pitch of the thread: the distance between two consecutive crests. One full turn advances one pitch.
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In a rack-and-pinion, for each pinion tooth that passes, the rack advances the distance of one tooth. In one turn, as many teeth pass as the pinion has.
And for the total advance: total advance = advance per turn × number of turns.
Since each turn advances an exact, fixed distance, these mechanisms move parts with great precision, which is why they are used in 3D printers.
Force in Exchange for Travel
Look at the crank of a press or a jack: your hand travels a big circle on every turn, but the piece advances only one pitch. What your hand travels extra, you gain in force. That is why a small advance per turn and a long crank give a lot of force. The circumference of the circle your hand travels is $L = 2 \cdot \pi \cdot r$ (with $\pi \approx 3.14$).
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.
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.
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 millimeters the rack…
The figure shows a pinion with $12$ teeth meshed with a rack: for each tooth that passes, the rack advances $5\ \text{mm}$.
Calculate how many millimeters 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.
A car jack lifts a metric ton by turning a small handle: it is a screw and nut mechanism. Explain why it can lift so much weight (each turn advances very little: high…
A car jack lifts a metric ton by turning a small handle: it is a screw and nut mechanism. Explain why it can lift so much weight (each turn advances very little: high force in exchange for a large rotational movement) and what practical advantage there is in the nut not "unscrewing" by itself under the weight of the car.
Crank-and-Connecting-Rod
Speed Versus Force: Why You Need to Reduce
A small electric motor turns very fast (for example, 3,000 revolutions per minute, or 50 per second) but with little turning force, which is called torque. A windshield wiper needs the opposite: to sweep roughly once per second and overcome the friction of the blades on the glass.
If you connect the motor directly to the crank, two things happen: the back-and-forth motion would be 50 times per second, too fast to sweep, and the torque is not enough to move the blades against the friction, so the motor jams and heats up.
The solution is to put a transmission mechanism before it that reduces the speed (gears, worm gear, or pulleys): what is lost in speed is gained in torque. It is the same idea as on a bike: speed and force are traded off, they are not created.
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).
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.
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?
Identify the transformation mechanism in each device and explain the transformation it performs: (a) a car windscreen wiper (a motor rotates and the blades sweep from…
Identify the transformation mechanism in each device and explain the transformation it performs: (a) a car windscreen wiper (a motor rotates and the blades sweep from side to side), (b) an old pillar drill (turning a handle makes the drill bit move down in a straight line to drill), and (c) the pendulum of an antique clock moving the hands. Draw a diagram of one of them.
You can do it on paper and send a photo with your answer.
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.
Cam and Eccentric
Cams are used in the sewing machine and in car engines (they open and close the valves at exactly the right moment). An electric sander vibrates thanks to an off-center counterweight that turns, that is, an eccentric.
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).
An eccentric is a wheel whose axis of rotation is not at its center: 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 center: 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-center rotating mass).
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.
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".
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.
You want a toy doll to wave (arm up and down) when wound up, which provides a rotational movement. Propose two different mechanisms capable of converting this rotation…
You want a toy doll to wave (arm up and down) when wound up, which provides a rotational movement. Propose two different mechanisms capable of converting this rotation into the reciprocating motion of the arm (cam with follower and slider-crank with eccentric), draw both diagrams, and evaluate which one is easier to fit inside the toy.
You can do it on paper and send a photo with your answer.
Design a mechanical toy: when turning a handle, a cardboard bird moves up and down over its nest. Choose the mechanism (cam, eccentric, or slider-crank), draw the…
Design a mechanical toy: when turning a handle, a cardboard bird moves up and down over its nest. Choose the mechanism (cam, eccentric, or slider-crank), draw the complete diagram showing the handle and the bird, justify your choice over the other options, and explain how you would make the bird rise slowly and drop suddenly.
You can do it on paper and send a photo with your answer.
The Ratchet: Turning in Only One Direction
It works like this: in one direction, the pawl slides over the ramp of each tooth and jumps to the next one. In the other, it hits the straight face of the tooth and locks it. This is how the ratchet wrench and the car's parking brake work.
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).
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.
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:
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Option A: A spur gear train.
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Option B: A worm and worm wheel (worm gear) reduction unit.
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If a sudden power cut occurs while the load is suspended at a height of 10 meters, predict with reasoning what will happen to the load in Option A and in Option B based on the reversibility of each mechanism.
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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.
Machines That Combine Several Mechanisms
Almost no machine uses a single mechanism: they chain them together. A winged corkscrew combines a screw-and-nut with two levers.
Pulley and Shaft: The Window Blind
In a roll-up window blind, the cord winds onto a pulley that is attached (it is fixed together) to the same shaft where the blind rolls up. The pulley and the shaft always make the same number of turns, but since their diameters are different, they wind up different lengths.
In one full turn, a circle of diameter $D$ winds up a length $\pi D$. So:
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Cord pulled = turns $\times\ \pi \times D_{\text{pulley}}$.
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Height the blind rises = turns $\times\ \pi \times D_{\text{shaft}}$.
If the pulley is larger than the shaft, you pull more cord than the blind rises, and in exchange you need less force: it is the same trade of travel for force as with the crank.
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.
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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).
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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.
In an industrial sewing machine, a single motor rotates a shaft that simultaneously drives the needle (reciprocating vertical movement) and the feed dogs located in the…
In an industrial sewing machine, a single motor rotates a shaft that simultaneously drives the needle (reciprocating vertical movement) and the feed dogs located in the base (which push the fabric forward in small steps).
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Following a breakdown, the needle starts breaking continuously because the feed dogs push the fabric backwards just as the needle is pierced through it. Describe in detail the correct synchronisation between both movements during a complete cycle (one revolution of the motor shaft): at what moments the fabric must advance and at what moments it must remain still.
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Justify why a rack and pinion mechanism driven by a motor that continuously reverses its direction of rotation is not used for the needle's movement, and why a crank-slider or a cam driven by a continuously rotating motor is used instead.
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:
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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.
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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.
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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.
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 $r = 14\ \text{cm}$.
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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.
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When completing one full turn, your hand covers the perimeter of the circle ($L = 2 \times \pi \times r$, 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: $F_{\text{hand}} \times L = F_{\text{press}} \times p$), calculate the compressive force exerted by the press on the workpiece.
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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.
In a domestic roller blind, the strap winds around a pulley with a diameter of $D_1 = 16\ \text{cm}$, which is attached to the same cylindrical shaft with a diameter of…
In a domestic roller blind, the strap winds around a pulley with a diameter of $D_1 = 16\ \text{cm}$, which is attached to the same cylindrical shaft with a diameter of $D_2 = 8\ \text{cm}$ around which the blind rolls.
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If you pull the strap and the shaft completes 4 full turns, calculate the length of strap you have pulled out and the height the blind has been raised (take $\pi \approx 3.14$).
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For a very heavy wooden blind, a user finds it requires too much effort to pull the strap. Two modifications are proposed to them:
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Proposal A: Replace the strap pulley with one that has a diameter of $24\ \text{cm}$.
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Proposal B: Replace the strap pulley with one that has a diameter of $10\ \text{cm}$.
Justify which of the two proposals reduces the force the user must exert and explain what associated drawback it will have regarding the length of strap needed to raise the blind completely.
Back to the beginning: the jack lifts a car because its screw advances very little per turn, so it trades a lot of turning travel for a lot of force.