Screw mechanism

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Animation showing the operation of a screw. As the screw shaft rotates, the nut moves linearly along the shaft. This is a type called a lead screw. GearBoxRotLinScrew.gif
Animation showing the operation of a screw. As the screw shaft rotates, the nut moves linearly along the shaft. This is a type called a lead screw.
A machine used in schools to demonstrate the action of a screw, from 1912. It consists of a threaded shaft through a threaded hole in a stationary mount. When the crank on the right is turned, the shaft moves horizontally through the hole. Screw demonstrator.png
A machine used in schools to demonstrate the action of a screw, from 1912. It consists of a threaded shaft through a threaded hole in a stationary mount. When the crank on the right is turned, the shaft moves horizontally through the hole.

The screw is a mechanism that converts rotational motion to linear motion, and a torque (rotational force) to a linear force. [1] It is one of the six classical simple machines. The most common form consists of a cylindrical shaft with helical grooves or ridges called threads around the outside. [2] [3] The screw passes through a hole in another object or medium, with threads on the inside of the hole that mesh with the screw's threads. When the shaft of the screw is rotated relative to the stationary threads, the screw moves along its axis relative to the medium surrounding it; for example rotating a wood screw forces it into wood. In screw mechanisms, either the screw shaft can rotate through a threaded hole in a stationary object, or a threaded collar such as a nut can rotate around a stationary screw shaft. [4] [5] Geometrically, a screw can be viewed as a narrow inclined plane wrapped around a cylinder. [1]

Contents

Like the other simple machines a screw can amplify force; a small rotational force (torque) on the shaft can exert a large axial force on a load. The smaller the pitch (the distance between the screw's threads), the greater the mechanical advantage (the ratio of output to input force). Screws are widely used in threaded fasteners to hold objects together, and in devices such as screw tops for containers, vises, screw jacks and screw presses.

Other mechanisms that use the same principle, also called screws, do not necessarily have a shaft or threads. For example, a corkscrew is a helix-shaped rod with a sharp point, and an Archimedes' screw is a water pump that uses a rotating helical chamber to move water uphill. The common principle of all screws is that a rotating helix can cause linear motion.

History

Wooden screw in ancient Roman olive press Restored olive press from the Roman Empire.jpg
Wooden screw in ancient Roman olive press

The screw was one of the last of the simple machines to be invented. [6] It first appeared in Mesopotamia during the Neo-Assyrian period (911-609) BC, [7] and then later appeared in Ancient Egypt and Ancient Greece. [8] [9]

Records indicate that the water screw, or screw pump, was first used in Ancient Egypt, [10] [11] some time before the Greek philosopher Archimedes described the Archimedes screw water pump around 234 BC. [12] Archimedes wrote the earliest theoretical study of the screw as a machine, [13] and is considered to have introduced the screw in Ancient Greece. [9] [14] By the first century BC, the screw was used in the form of the screw press and the Archimedes' screw. [10]

Greek philosophers defined the screw as one of the simple machines and could calculate its (ideal) mechanical advantage. [15] For example, Heron of Alexandria (52 AD) listed the screw as one of the five mechanisms that could "set a load in motion", defined it as an inclined plane wrapped around a cylinder, and described its fabrication and uses, [16] including describing a tap for cutting female screw threads. [17]

Because their complicated helical shape had to be laboriously cut by hand, screws were only used as linkages in a few machines in the ancient world. Screw fasteners only began to be used in the 15th century in clocks, after screw-cutting lathes were developed. [18] The screw was also apparently applied to drilling and moving materials (besides water) around this time, when images of augers and drills began to appear in European paintings. [12] The complete dynamic theory of simple machines, including the screw, was worked out by Italian scientist Galileo Galilei in 1600 in Le Meccaniche ("On Mechanics"). [9] :163 [19]

Lead and pitch

Lead and pitch are the same in single-start screws, but differ in multiple-start screws Lead and pitch in screws.png
Lead and pitch are the same in single-start screws, but differ in multiple-start screws

The fineness or coarseness of a screw's threads are defined by two closely related quantities: [5]

In most screws, called "single start" screws, which have a single helical thread wrapped around them, the lead and pitch are equal. They only differ in "multiple start" screws, which have several intertwined threads. In these screws the lead is equal to the pitch multiplied by the number of starts. Multiple-start screws are used when a large linear motion for a given rotation is desired, for example in screw caps on bottles, and ball point pens.

Handedness

Right-hand and left-hand screw threads Screw thread handedness.png
Right-hand and left-hand screw threads

The helix of a screw's thread can twist in two possible directions, which is known as handedness . Most screw threads are oriented so that when seen from above, the screw shaft moves away from the viewer (the screw is tightened) when turned in a clockwise direction. [21] [22] This is known as a right-handed (RH) thread, because it follows the right hand grip rule: when the fingers of the right hand are curled around the shaft in the direction of rotation, the thumb will point in the direction of motion of the shaft. Threads oriented in the opposite direction are known as left-handed (LH).

By common convention, right-handedness is the default handedness for screw threads. [21] Therefore, most threaded parts and fasteners have right-handed threads. One explanation for why right-handed threads became standard is that for a right-handed person, tightening a right-handed screw with a screwdriver is easier than tightening a left-handed screw, because it uses the stronger supinator muscle of the arm rather than the weaker pronator muscle. [21] Since most people are right-handed, right-handed threads became standard on threaded fasteners.

Screw linkages in machines are exceptions; they can be right- or left-handed depending on which is more applicable. Left-handed screw threads are also used in some other applications:

Screw threads

Different shapes (profiles) of threads are used in screws employed for different purposes. Screw threads are standardized so that parts made by different manufacturers will mate correctly.

Thread angle

The thread angle is the included angle, measured at a section parallel to the axis, between the two bearing faces of the thread. The angle between the axial load force and the normal to the bearing surface is approximately equal to half the thread angle, so the thread angle has a great effect on the friction and efficiency of a screw, as well as the wear rate and the strength. The greater the thread angle, the greater the angle between the load vector and the surface normal, so the larger the normal force between the threads required to support a given load. Therefore, increasing the thread angle increases the friction and wear of a screw.

The outward facing angled thread bearing surface, when acted on by the load force, also applies a radial (outward) force to the nut, causing tensile stress. This radial bursting force increases with increasing thread angle. If the tensile strength of the nut material is insufficient, an excessive load on a nut with a large thread angle can split the nut.

The thread angle also has an effect on the strength of the threads; threads with a large angle have a wide root compared with their size and are stronger.

Standard types of screw threads: (a) V, (b) American National, (c) British Standard, (d) Square, (e) Acme, (f) Buttress, (g) Knuckle Screw thread forms.png
Standard types of screw threads: (a) V, (b) American National, (c) British Standard, (d) Square, (e) Acme, (f) Buttress, (g) Knuckle

Types of threads

In threaded fasteners, large amounts of friction are acceptable and usually wanted, to prevent the fastener from unscrewing. [5] So threads used in fasteners usually have a large 60° thread angle:

In machine linkages such as lead screws or jackscrews, in contrast, friction must be minimized. [5] Therefore, threads with smaller angles are used:

Uses

A screw conveyor uses a rotating helical screw blade to move bulk materials. Archimedes-screw one-screw-threads with-ball 3D-view animated small.gif
A screw conveyor uses a rotating helical screw blade to move bulk materials.

The screw propeller, although it shares the name screw, works on very different physical principles from the above types of screw, and the information in this article is not applicable to it.

Distance moved

The linear distance a screw shaft moves when it is rotated through an angle of degrees is:

where is the lead of the screw.

The distance ratio of a simple machine is defined as the ratio of the distance the applied force moves to the distance the load moves. For a screw it is the ratio of the circular distance din a point on the edge of the shaft moves to the linear distance dout the shaft moves. If r is the radius of the shaft, in one turn a point on the screw's rim moves a distance of 2πr, while its shaft moves linearly by the lead distance l. So the distance ratio is

Frictionless mechanical advantage

A screw jack. When a bar is inserted in the holes at top and turned it can raise a load House Jack 2.5 tons.jpg
A screw jack. When a bar is inserted in the holes at top and turned it can raise a load

The mechanical advantage MA of a screw is defined as the ratio of axial output force Fout applied by the shaft on a load to the rotational force Fin applied to the rim of the shaft to turn it. For a screw with no friction (also called an ideal screw), from conservation of energy the work done on the screw by the input force turning it is equal to the work done by the screw on the load force:

Work is equal to the force multiplied by the distance it acts, so the work done in one complete turn of the screw is and the work done on the load is . So the ideal mechanical advantage of a screw is equal to the distance ratio:

It can be seen that the mechanical advantage of a screw depends on its lead, . The smaller the distance between its threads, the larger the mechanical advantage, and the larger the force the screw can exert for a given applied force. However most actual screws have large amounts of friction and their mechanical advantage is less than given by the above equation.

Torque form

The rotational force applied to the screw is actually a torque . Because of this, the input force required to turn a screw depends on how far from the shaft it is applied; the farther from the shaft, the less force is needed to turn it. The force on a screw is not usually applied at the rim as assumed above. It is often applied by some form of lever; for example a bolt is turned by a wrench whose handle functions as a lever. The mechanical advantage in this case can be calculated by using the length of the lever arm for r in the above equation. This extraneous factor r can be removed from the above equation by writing it in terms of torque:

Actual mechanical advantage and efficiency

Because of the large area of sliding contact between the moving and stationary threads, screws typically have large frictional energy losses. Even well-lubricated jack screws have efficiencies of only 15% - 20%, the rest of the work applied in turning them is lost to friction. When friction is included, the mechanical advantage is no longer equal to the distance ratio but also depends on the screw's efficiency. From conservation of energy, the work Win done on the screw by the input force turning it is equal to the sum of the work done moving the load Wout, and the work dissipated as heat by friction Wfric in the screw

The efficiency η is a dimensionless number between 0 and 1 defined as the ratio of output work to input work

Work is defined as the force multiplied by the distance moved, so and and therefore

or in terms of torque

So the mechanical advantage of an actual screw is reduced from what it would be in an ideal, frictionless screw by the efficiency . Because of their low efficiency, in powered machinery screws are not often used as linkages to transfer large amounts of power but are more often used in positioners that operate intermittently. [5]

Self-locking property

Large frictional forces cause most screws in practical use to be "self-locking", also called "non-reciprocal" or "non-overhauling". This means that applying a torque to the shaft will cause it to turn, but no amount of axial load force against the shaft will cause it to turn back the other way, even if the applied torque is zero. This is in contrast to some other simple machines which are "reciprocal" or "non locking" which means if the load force is great enough they will move backwards or "overhaul". Thus, the machine can be used in either direction. For example, in a lever, if the force on the load end is too large it will move backwards, doing work on the applied force. Most screws are designed to be self-locking, and in the absence of torque on the shaft will stay at whatever position they are left. However, some screw mechanisms with a large enough pitch and good lubrication are not self-locking and will overhaul, and a very few, such as a push drill, use the screw in this "backwards" sense, applying axial force to the shaft to turn the screw. Other reasons for the screws to come loose are incorrect design of assembly and external forces such as shock, vibration and dynamic loads causing slipping on the threaded and mated/clamped surfaces. [26]

A push drill, one of the very few mechanisms that use a screw in the "backwards" sense, to convert linear motion to rotational motion. It has helical screw threads with a very large pitch along the central shaft. When the handle is pushed down, the shaft slides into pawls in the tubular stem, turning the bit. Most screws are "self locking" and axial force on the shaft will not turn the screw. Spiral-screwdriver.jpg
A push drill , one of the very few mechanisms that use a screw in the "backwards" sense, to convert linear motion to rotational motion. It has helical screw threads with a very large pitch along the central shaft. When the handle is pushed down, the shaft slides into pawls in the tubular stem, turning the bit. Most screws are "self locking" and axial force on the shaft will not turn the screw.

This self-locking property is one reason for the very large use of the screw in threaded fasteners such as wood screws, sheet metal screws, studs and bolts. Tightening the fastener by turning it puts compression force on the materials or parts being fastened together, but no amount of force from the parts will cause the screw to turn backwards and untighten. This property is also the basis for the use of screws in screw top container lids, vises, C-clamps, and screw jacks. A heavy object can be raised by turning the jack shaft, but when the shaft is released it will stay at whatever height it is raised to.

A screw will be self-locking if and only if its efficiency is below 50%. [27] [28] [29]

Whether a screw is self-locking ultimately depends on the pitch angle and the coefficient of friction of the threads; very well-lubricated, low friction threads with a large enough pitch may "overhaul". Also considerations should be made to ensure that clamped components are clamped tight enough to prevent movement completely. If not, slipping in the threads or clamping surface can occur. [26]

Related Research Articles

Mechanical advantage is a measure of the force amplification achieved by using a tool, mechanical device or machine system. The device trades off input forces against movement to obtain a desired amplification in the output force. The model for this is the law of the lever. Machine components designed to manage forces and movement in this way are called mechanisms. An ideal mechanism transmits power without adding to or subtracting from it. This means the ideal machine does not include a power source, is frictionless, and is constructed from rigid bodies that do not deflect or wear. The performance of a real system relative to this ideal is expressed in terms of efficiency factors that take into account departures from the ideal.

<span class="mw-page-title-main">Simple machine</span> Mechanical device that changes the direction or magnitude of a force

A simple machine is a mechanical device that changes the direction or magnitude of a force. In general, they can be defined as the simplest mechanisms that use mechanical advantage to multiply force. Usually the term refers to the six classical simple machines that were defined by Renaissance scientists:

<span class="mw-page-title-main">Steam turbine</span> Machine that uses steam to rotate a shaft

A steam turbine is a machine that extracts thermal energy from pressurized steam and uses it to do mechanical work on a rotating output shaft. Its modern manifestation was invented by Charles Parsons in 1884. Fabrication of a modern steam turbine involves advanced metalwork to form high-grade steel alloys into precision parts using technologies that first became available in the 20th century; continued advances in durability and efficiency of steam turbines remains central to the energy economics of the 21st century.

<span class="mw-page-title-main">Inclined plane</span> Tilted flat supporting surface

An inclined plane, also known as a ramp, is a flat supporting surface tilted at an angle from the vertical direction, with one end higher than the other, used as an aid for raising or lowering a load. The inclined plane is one of the six classical simple machines defined by Renaissance scientists. Inclined planes are used to move heavy loads over vertical obstacles. Examples vary from a ramp used to load goods into a truck, to a person walking up a pedestrian ramp, to an automobile or railroad train climbing a grade.

<span class="mw-page-title-main">Block and tackle</span> System of two or more pulleys and a rope or cable

A block and tackle or only tackle is a system of two or more pulleys with a rope or cable threaded between them, usually used to lift heavy loads.

<span class="mw-page-title-main">Bolted joint</span> Mechanical joint secured by a threaded fastener

A bolted joint is one of the most common elements in construction and machine design. It consists of a male threaded fastener that captures and joins other parts, secured with a matching female screw thread. There are two main types of bolted joint designs: tension joints and shear joints.

A wedge is a triangular shaped tool, a portable inclined plane, and one of the six simple machines. It can be used to separate two objects or portions of an object, lift up an object, or hold an object in place. It functions by converting a force applied to its blunt end into forces perpendicular (normal) to its inclined surfaces. The mechanical advantage of a wedge is given by the ratio of the length of its slope to its width. Although a short wedge with a wide angle may do a job faster, it requires more force than a long wedge with a narrow angle.

<span class="mw-page-title-main">Jackscrew</span> Mechanical lifting device operated by turning a leadscrew

A jackscrew, or screw jack, is a type of jack that is operated by turning a leadscrew. It is commonly used to lift moderate and heavy weights, such as vehicles; to raise and lower the horizontal stabilizers of aircraft; and as adjustable supports for heavy loads, such as the foundations of houses.

<span class="mw-page-title-main">Leadscrew</span> Screw used as a linkage in a mechanism

A leadscrew, also known as a power screw or translation screw, is a screw used as a linkage in a machine, to translate turning motion into linear motion. Because of the large area of sliding contact between their male and female members, screw threads have larger frictional energy losses compared to other linkages. They are not typically used to carry high power, but more for intermittent use in low power actuator and positioner mechanisms. Leadscrews are commonly used in linear actuators, machine slides, vises, presses, and jacks. Leadscrews are a common component in electric linear actuators.

<span class="mw-page-title-main">Range (aeronautics)</span> Distance an aircraft can fly between takeoff and landing

The maximal total range is the maximum distance an aircraft can fly between takeoff and landing. Powered aircraft range is limited by the aviation fuel energy storage capacity considering both weight and volume limits. Unpowered aircraft range depends on factors such as cross-country speed and environmental conditions. The range can be seen as the cross-country ground speed multiplied by the maximum time in the air. The fuel time limit for powered aircraft is fixed by the available fuel and rate of consumption.

<span class="mw-page-title-main">Ball screw</span> Low-friction linear actuator

A ball screw is a mechanical linear actuator that translates rotational motion to linear motion with little friction. A threaded shaft provides a helical raceway for ball bearings which act as a precision screw. As well as being able to apply or withstand high thrust loads, they can do so with minimum internal friction. They are made to close tolerances and are therefore suitable for high-precision applications. The ball assembly acts as the nut while the threaded shaft is the screw.

<span class="mw-page-title-main">Hydraulic pump</span> Mechanical power source

A hydraulic pump is a mechanical source of power that converts mechanical power into hydraulic energy. Hydraulic pumps are used in hydraulic drive systems and can be hydrostatic or hydrodynamic. They generate flow with enough power to overcome pressure induced by a load at the pump outlet. When a hydraulic pump operates, it creates a vacuum at the pump inlet, which forces liquid from the reservoir into the inlet line to the pump and by mechanical action delivers this liquid to the pump outlet and forces it into the hydraulic system. Hydrostatic pumps are positive displacement pumps while hydrodynamic pumps can be fixed displacement pumps, in which the displacement cannot be adjusted, or variable displacement pumps, which have a more complicated construction that allows the displacement to be adjusted. Hydrodynamic pumps are more frequent in day-to-day life. Hydrostatic pumps of various types all work on the principle of Pascal's law.

<span class="mw-page-title-main">Helix angle</span> Angle between a helix and an axial line

In mechanical engineering, a helix angle is the angle between any helix and an axial line on its right, circular cylinder or cone. Common applications are screws, helical gears, and worm gears.

In fracture mechanics, the energy release rate, , is the rate at which energy is transformed as a material undergoes fracture. Mathematically, the energy release rate is expressed as the decrease in total potential energy per increase in fracture surface area, and is thus expressed in terms of energy per unit area. Various energy balances can be constructed relating the energy released during fracture to the energy of the resulting new surface, as well as other dissipative processes such as plasticity and heat generation. The energy release rate is central to the field of fracture mechanics when solving problems and estimating material properties related to fracture and fatigue.

In the design of fluid bearings, the Sommerfeld number (S) is a dimensionless quantity used extensively in hydrodynamic lubrication analysis. The Sommerfeld number is very important in lubrication analysis because it contains all the variables normally specified by the designer.

Bearing pressure is a particular case of contact mechanics often occurring in cases where a convex surface contacts a concave surface. Excessive contact pressure can lead to a typical bearing failure such as a plastic deformation similar to peening. This problem is also referred to as bearing resistance.

Most of the terms listed in Wikipedia glossaries are already defined and explained within Wikipedia itself. However, glossaries like this one are useful for looking up, comparing and reviewing large numbers of terms together. You can help enhance this page by adding new terms or writing definitions for existing ones.

The shear viscosity of a fluid is a material property that describes the friction between internal neighboring fluid surfaces flowing with different fluid velocities. This friction is the effect of (linear) momentum exchange caused by molecules with sufficient energy to move between these fluid sheets due to fluctuations in their motion. The viscosity is not a material constant, but a material property that depends on temperature, pressure, fluid mixture composition, local velocity variations. This functional relationship is described by a mathematical viscosity model called a constitutive equation which is usually far more complex than the defining equation of shear viscosity. One such complicating feature is the relation between the viscosity model for a pure fluid and the model for a fluid mixture which is called mixing rules. When scientists and engineers use new arguments or theories to develop a new viscosity model, instead of improving the reigning model, it may lead to the first model in a new class of models. This article will display one or two representative models for different classes of viscosity models, and these classes are:

Propeller theory is the science governing the design of efficient propellers. A propeller is the most common propulsor on ships, and on small aircraft.

Nonlinear tides are generated by hydrodynamic distortions of tides. A tidal wave is said to be nonlinear when its shape deviates from a pure sinusoidal wave. In mathematical terms, the wave owes its nonlinearity due to the nonlinear advection and frictional terms in the governing equations. These become more important in shallow-water regions such as in estuaries. Nonlinear tides are studied in the fields of coastal morphodynamics, coastal engineering and physical oceanography. The nonlinearity of tides has important implications for the transport of sediment.

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