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Screw mechanism

Screw mechanism is a science topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Screw mechanism rather than just read about it. In short: The screw is a mechanism that converts rotational motion to linear motion, and a torque (rotational force) to a linear force. It is one of the six classical simple machines.

Screw mechanism — main illustration
Screw mechanism — illustration

Key takeaways

  • Screw mechanism belongs to science; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Screw mechanism to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Screw mechanism from memory before moving on to harder problems.

Reference excerpt

The screw is a mechanism that converts rotational motion to linear motion, and a torque (rotational force) to a linear force. 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. 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. Geometrically, a screw can be viewed as a narrow inclined plane wrapped around a cylinder. 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

The screw was one of the last of the simple machines to be invented. It first appeared in Mesopotamia during the Neo-Assyrian period (911-609) BC, and then later appeared in Ancient Egypt and Ancient Greece. Records indicate that the water screw, or screw pump, was first used in Ancient Egypt, some time before the Greek philosopher Archimedes described the Archimedes screw water pump around 234 BC. Archimedes wrote the earliest theoretical study of the screw as a machine, and is considered to have introduced the screw in Ancient Greece. By the first century BC, the screw was used in the form of the screw press and the Archimedes' screw. Greek philosophers defined the screw as one of the simple machines and could calculate its (ideal) mechanical advantage. 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, including describing a tap for cutting female screw threads. 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. 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. 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").

Lead and pitch

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

The lead is defined as the axial distance (parallel to the screw's axis) the screw travels in one complete revolution (360°) of the shaft. The lead determines the mechanical advantage of the screw; the smaller the lead, the higher the mechanical advantage. The pitch is defined as the axial distance between the crests of adjacent threads. 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

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. 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. 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. 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:

… excerpt ends here. Continue reading the full article.

Illustrations

Screw mechanism: 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.
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.
Screw mechanism: 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.
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 mechanism: Wooden screw in ancient Roman olive press
Wooden screw in ancient Roman olive press
Screw mechanism: Lead and pitch are the same in single-start screws, but differ in multiple-start screws
Lead and pitch are the same in single-start screws, but differ in multiple-start screws
Screw mechanism: Right-hand and left-hand screw threads
Right-hand and left-hand screw threads

Worked examples

Example 1 — a first encounter with Screw mechanism

Start with the simplest possible case. Write down what Screw mechanism claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In science, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Screw mechanism before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Screw mechanism ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Screw mechanism

In research
Screw mechanism appears in science research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Screw mechanism in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Screw mechanism is common in secondary-school and first-year university syllabi. It links to neighbouring topics Egyptian inventions, Simple machines, so understanding it makes those chapters shorter.
In everyday life
Look for Screw mechanism outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.
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How to study Screw mechanism in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Screw mechanism means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Screw mechanism out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Screw mechanism in simple terms?

The screw is a mechanism that converts rotational motion to linear motion, and a torque (rotational force) to a linear force. It is one of the six classical simple machines.

Why does Screw mechanism matter?

Because it connects several science ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Screw mechanism?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Screw mechanism.

Tags

  • Egyptian inventions
  • Simple machines

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