Grade 8 ยท Mechanical Systems & Control ยท Term 3 ยท Lesson 1

Simple Machines & Gears

Wedges, wheels and axles, gears and cams โ€” every complex machine is really just a combination of simple mechanisms. Learn how they multiply force, change speed, or change direction of movement.

Revision: mechanical advantage

A well-designed machine gives us mechanical advantage (MA) โ€” it lets a smaller effort force move or overcome a larger load. A machine doesn't create energy from nothing; it simply changes the size or direction of a force, usually by trading force for distance (or the other way around). Every complex machine โ€” a car engine, a robot arm, a bicycle โ€” is built up from combinations of just a handful of simple mechanisms.

The wedge

A wedge is really two inclined planes (ramps) joined back to back, tapering to a thin edge. Pushing a wedge a long distance sideways forces objects apart with a much larger force over a short distance โ€” that's mechanical advantage at work.

A wedge trades a small force over a long push for a large force over a short (splitting) distance.

The wheel and axle

A wheel and axle is a mechanism where a large wheel is fixed to a smaller axle (or shaft) so they rotate together. Turning the wheel with a small effort at its rim produces a much larger turning force at the axle โ€” the bigger the wheel is compared to the axle, the greater the mechanical advantage.

From bicycle to shopping trolley: a bicycle's pedal-and-crank turns a small chain wheel (like a wheel and axle acting in reverse, trading force for speed), while a screwdriver handle, a doorknob, and a shopping trolley's wheels are all everyday wheel-and-axle systems that make turning or rolling easier.

Gears: wheels with wedges for teeth

A gear is simply a wheel with teeth cut into its rim โ€” and each tooth is a small wedge. When two spur gears (gears with straight teeth cut parallel to the axle) mesh together, their teeth push against each other.

Meshing two spur gears together always causes counter-rotation โ€” the driven gear turns in the OPPOSITE direction to the driver gear.

Sometimes we want the driven gear to turn in the same direction as the driver. To do this, we place a third gear โ€” an idler gear โ€” between the driver and the driven gear. The idler doesn't change the speed relationship between the driver and driven gear; it only reverses the direction a second time, so the driven gear ends up turning the same way as the driver (synchronised rotation).

Why the idler needs to be tough: a small idler gear meshing with two larger gears has to spin round many more times per minute than the bigger gears do. Because it works harder and experiences more wear, the idler gear should be made from a harder material than the other gears.

Gear ratios

When two gears of different sizes mesh, the size difference changes both the velocity ratio (how fast one turns compared to the other) and the force ratio (how much the turning force is multiplied) โ€” and these two ratios always change in opposite directions.

Driver โ†’ DrivenEffect on speedEffect on force
Small gear drives a large gearDriven gear turns slowerTurning force increases (MA > 1)
Large gear drives a small gearDriven gear turns fasterTurning force decreases (MA < 1)
Equal-sized gearsSame speedSame force (MA = 1)
If force increases, speed decreases โ€” and vice versa. You never get both for free.

Mechanisms that change direction of movement

Some mechanisms are used specifically to convert rotary motion (continuous circular movement, like a turning shaft) into reciprocating motion (repeated back-and-forth movement, like a sewing machine needle).

The cam: a cam is a specially shaped rotating part that pushes a follower up and down (or side to side) as it turns.

Cam typeShapeMotion produced
Eccentric wheelA circular disc mounted off-centre on its shaftSmooth, gradual rise and fall of the follower
Snail camA spiral, snail-shell shaped profileSlow gradual rise, then a sudden drop back to the start

The crank: a crank is an adaptation of a second-class lever, bent into a right-angled handle attached to a rotating shaft. Just like a cam, a crank converts rotary motion into reciprocating motion (or vice versa) โ€” this is exactly how the up-and-down motion of a piston in a car engine is converted into the rotary motion that turns the wheels.

Remember: cams and cranks both link rotary motion to reciprocating motion, but a cam's follower motion depends entirely on the shape of the cam profile, while a crank produces smooth, evenly-spaced reciprocating motion because it is simply an offset pivot point.

Gear Train Simulator

Choose the size of the driver and driven gears, and toggle the idler gear on or off. Watch the direction of rotation and read the live velocity ratio.

Driver gear size (teeth)
Driven gear size (teeth)
Idler gear
0/6
Review the explanations above.
Answer in your exercise book.
Question 1 ยท (3 marks)
Give one everyday example each of a wedge, a wheel and axle, and a cam, and briefly explain what each example does.
Question 2 ยท (4 marks)
Two spur gears mesh directly with no idler gear. (a) In which direction does the driven gear turn relative to the driver? (b) Explain, using the idea of gear teeth as small wedges, why this happens.
Question 3 ยท (3 marks)
Explain why an idler gear placed between a driver and driven gear should be made of a harder material than the other two gears.
Question 4 ยท (4 marks)
A small driver gear meshes with a much larger driven gear. (a) Does the driven gear turn faster or slower than the driver? (b) Does the force ratio increase or decrease? (c) Explain the relationship between your answers to (a) and (b).
Question 5 ยท (4 marks)
Compare a cam and a crank: what type of motion does each convert rotary motion into, and how does an eccentric wheel cam differ from a snail cam in the motion it produces?