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Mechanical devices can change one form of force to another. All moving parts work on some sort of mechanism. Mechanical systems all involve an input, process and produce an output.

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Types of motion

Mechanical devices all have an input motion, which transforms into force to make an output motion.

The four types of motion are:

  • linear
  • rotary
  • reciprocating
  • oscillating

Examples of motion types

Linear
arrow pointing to right

Movement in a straight line.

Train moving down a track.
Red train at station
Rotary
Arrow moving round in a circle

Motion that moves around an axis or pivot point.

Wheels on a bicycle.
Bike moving down a road
Reciprocating
Arrows pointing up and down and left and right representing reciprocating movement

Repeated movement up and down or back and forth

Sewing machine
Sewing Machine representing reciprocating movement
Oscillating
Arrows on each end of an arc representing oscillating movement

Curved movement backwards and forwards 鈥 movement that swings.

Clock pendulum
Clock with pendulum swinging to the left
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Levers

Levers have three main parts:

  • Effort - the amount of force applied by the user, also referred to as the input
  • Fulcrum - where the lever pivots
  • Load - the weight that needs to be moved, also referred to as the output

There are three different types of levers. They are chosen for their ability to produce the most mechanical advantage for a particular task. The effort, fulcrum and load are arranged in different orders, the class of lever depends on which section of the lever is in the middle.

Class 1 lever

A class 1 lever has the Fulcrum in the middle. E.g., Using a crowbar.

Person pulling a crowbar and demonstrating effort as a nail is pulled from a plank. Shows the fulcrum near to the pulled nail.
Seesaw showing the fulcrum, a load and effort
Figure caption,
A class 1 lever - showing the fulcrum in the middle

Class 2 lever

A class 2 lever has the Load in the middle. E.g., A wheelbarrow.

A wheelbarrow showing the fulcrum at the wheel and the effort focused at the handle, with the load in between within the wheelbarrow itself.

Class 2 lever

Seesaw showing the fulcrum at right end, load in the middle and effort at left end

Class 3 lever

A class 3 lever has the Effort in the middle. E.g., Using tongs

Tongs showing the fulcrum at the closed end of the tongs and load at the open end with the effort focused around a third of the distance from the load.
Seesaw with fulcrum and load at either end and effort in the middle

Mechanical advantage is the amount of help you get using a machine in comparison to doing something with just human effort, and it is created by levers.

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Cams and followers

  • a cam - attached to a , which rotates
  • a follower - touches the cam and follows the shape, moving up and down
A cam mechanism showing directional arrows to demonstrate a camshaft which rotates and a follower which moves up and down.

Cams

Cams come in a variety of different shapes. Each shape leads to the follower producing a different outcome and are therefore used for different applications.

There are four main shapes of cams. Depending on the use and the desired output movement different shapes can be used.

Pear cam

Pear cam, a follower and slide. Directional arrows show the movements of the cam and follower in the slide.

Circular cam

Circular cam, a follower and slide. Directional arrows show the movements of the cam and follower in the slide.

Heart shaped cam

Heart-shaped cam, a follower and slide. Directional arrows show the movements of the cam and follower in the slide.

Drop cam

Drop cam, a follower and slide. Directional arrows show the movements of the cam and follower in the slide.

Followers

Followers also come in a variety of different shapes the three main types are flat, knife and roller.

Flat follower

Flat follower sitting on a pear cam. The flat follower is a tube with a flat bottom. Directional arrows show the movement of the flat follower and the pear cam.

Point or knife follower

Point follower sitting on a pear cam. The point follower is a tube with a pointed bottom. Directional arrows show the movement of the pointed follower and the pear cam.

Roller follower

Roller follower sitting on a pear cam. The roller follower is a tube with a ball at the bottom. Directional arrows show the movement of the ball follower and the pear cam.
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Pulley and belt systems

Pulleys

Pulleys use mechanical advantage, similar to levers, to lift loads. Pulleys are wheel shaped with a groove that allows a cord or chain to sit inside the groove. A single pulley changes the direction of force, making pulling down easier than lifting up. Single pulley systems can be seen in cranes, lifting a bucket from a well, raising a flag or adjusting window blinds.

Showing a rope over a single pulley system and an arrow to show the downward direction of effort to pull a load.
Figure caption,
A single fixed pulley has a mechanical advantage of one

One pulley doesn鈥檛 make a mechanical advantage, as the same amount of force is needed. However, if additional pulleys are added, a mechanical advantage is created. Using two pulleys together means you need half the force to lift.

Showing a rope over a two pulley system and an arrow to show the downward direction of effort to pull a load.
Figure caption,
A system of two (or more) pulleys is often called a block and tackle

Belt drives transfer movement from one rotating pulley to another, each held on a . Shafts and pulley wheels can be made out of any material, whereas pulley belts are generally made from a soft, flexible material such as rubber. Grooves on the pulleys and belts help them to grip and turn.

Image caption,
Grooves on a pulley and belt

Belts

Belts can be attached around different-sized pulleys to drive shafts to change speed. As with gears, the bigger the wheel, the slower the speed. The between two pulleys can be calculated.

Velocity ratio = diameter of the driven pulley 梅 diameter of the driver pulley

This can then be used to calculate the output speed.

Output speed = input speed 梅 velocity ratio

Example

A driven pulley has a diameter of 120 mm and a driver pulley has a diameter of 40 mm.

A driver pulley with a diameter or 40 mm and an input speed of 100 rpm driving a driven pulley with a diameter of 120 mm through a belt.

Velocity ratio = diameter of the driven pulley 梅 diameter of the driver pulley

= 120 梅 40 = 3 or 3:1

The smaller driver pulley turns three times to make the driven pulley turn once.

The output speed of the larger driven pulley can then be calculated using the information available - the input speed is 100 revolutions per minute (rpm) and the velocity ratio has been calculated as 3.

Output speed = input speed 梅 velocity ratio

= 100 梅 3 = 33 rpm

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Gears

Gears are wheels with teeth around the outside, the simplest form of which is a . When several wheels are interlocked, they can transfer motion from one place to another, eg in some hand whisks or on bikes.

Gear trains are when two or more gears are joined together. In a simple gear train, the causes the to turn in the opposite direction.

A simple gear train showing the drive gear with 15 teeth and the driven gear with sixty teeth.

Smaller gears with fewer teeth turn faster than larger gears with more teeth. This difference in speed is called the gear ratio.

Example

The driven gear has 60 teeth and the drive gear has 15 teeth.
Gear ratio = 60 梅 15
= 4

For each rotation of the drive gear, the driven gear would rotate four times.
Gear ratio = 4:1

This is known as gearing up. If the driven gear had 15 teeth and the drive gear had 60 teeth, the gear ratio would be 4:1 which is known as gearing down.

Large gear moving a small gear = Gearing up
Small gear moving a large gear = Gearing down

A drive gear and driven gear separated by an idler gear.  Directional arrows show drive and driven gears move in the same direction and the idler gear in the opposite direction.

If the drive gear and the driven gear are separated by another gear, called the idler, they will move in the same direction.

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Test yourself

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More on Control systems

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