Mechanical systems: levers, linkages, gears, pulleys, cams, cranks

Systems & Control – Mechanical Systems (IGCSE 0445)

1. Overview

This set of notes covers the mechanical part of the Cambridge IGCSE 0445 syllabus, linking each topic to the relevant assessment objectives (AO1 – knowledge, AO2 – application, AO3 – analysis). It also includes the required background on materials, structures, loads, friction, and basic control concepts so that the notes form a complete revision resource.

2. Materials & Structures

Understanding the properties of materials and how they behave in simple structures is essential for designing reliable mechanisms.

Material propertyTypical IGCSE materialCommon use in mechanisms
Density (ρ)Steel ≈ 7850 kg m⁻³, Aluminium ≈ 2700 kg m⁻³Weight of moving parts, inertia of flywheels
Young’s modulus (E)Steel ≈ 200 GPa, PVC ≈ 3 GPaStiffness of levers, gear shafts, cam bases
Yield strength (σy)Steel ≈ 250 MPa, Brass ≈ 100 MPaMaximum allowable stress in gears, shafts
HardnessHRC ≈ 60 (hardened steel)Wear resistance of gear teeth, cam followers

Simple structural forms

  • Beam – resists bending; characterised by section modulus Z = I / c.
  • Column – resists compression; buckling load given by Euler’s formula Fcr = π²EI / (KL)².
  • Frame – combination of beams and columns; internal forces are axial, shear and bending.

Example (AO2): A simply‑supported wooden beam 1.2 m long carries a centred load of 200 N. The maximum bending moment is M = F L/4 = 200 × 1.2 / 4 = 60 Nm. Using a pine beam with section modulus Z = 2.5 × 10⁻⁶ m³, the bending stress is σ = M/Z = 24 MPa, well below the typical yield stress of pine (≈ 40 MPa).

3. Applied Loads & Reactions

Loads are classified as:

  • Tension – pulling forces acting along a member.
  • Compression – pushing forces along a member.
  • Shear – forces acting parallel to a cross‑section.
  • Bending – transverse loads causing a moment.
  • Torsion – twisting moment about the axis of a shaft.

For static equilibrium (AO1):

\[ \sum F_x = 0,\qquad \sum F_y = 0,\qquad \sum M = 0 \]

Reaction forces at supports are found by resolving the above equations. In mechanism design these reactions dictate the required bearing sizes and mounting points.

4. Friction & Lubrication

Friction reduces the ideal mechanical advantage and generates heat.

Contact typeTypical coefficient of friction (μ)Recommended lubrication
Steel on steel (dry)0.15 – 0.20Oil or grease
Steel on steel (oiled)0.05 – 0.08Light oil
Bronze on steel0.02 – 0.04Grease
Plastic on plastic0.10 – 0.20Silicone spray

Efficiency (η) of a simple machine can be approximated by

\[ \eta \approx \frac{1}{1+\mu} \]

When solving AO2 problems, always state whether the calculation is “ideal” (μ = 0) or “real” (include a reasonable μ).

5. Mechanical Systems

5.1 Levers

A lever is a rigid bar rotating about a fixed fulcrum.

Mechanical advantage (MA)

\[ \text{MA} = \frac{F_{\text{output}}}{F_{\text{input}}}= \frac{d_{\text{effort}}}{d_{\text{resistance}}} \]

Classes of levers

  • Class I: Fulcrum between effort and resistance (e.g. seesaw).
  • Class II: Effort between fulcrum and resistance (e.g. wheelbarrow).
  • Class III: Resistance between fulcrum and effort (e.g. tweezers).

Worked example (AO2)

A Class II lever lifts a 120 N load. Effort distance = 0.30 m, resistance distance = 0.10 m. Find the effort.

\[ \text{MA}= \frac{0.30}{0.10}=3,\qquad F_{\text{effort}}= \frac{120}{3}=40\ \text{N} \]

5.2 Linkages

Linkages are assemblies of rigid links joined by pivots (pin joints) to produce a prescribed motion.

Common planar linkages

  • Four‑bar linkage – converts rotary motion into a complex planar path; used in presses and steering.
  • Slider‑crank – converts rotary motion into reciprocating linear motion (pistons, hand tools).
  • Rocker‑crank – limited oscillatory motion; often drives valves.

Linkage terminology

TermDefinition
Ground linkFixed to the frame; reference point.
Input link (driver)Directly driven by a motor or hand.
Coupler linkTransfers motion between input and output.
Output link (driven)Performs the useful work.

5.3 Gears

Gears transmit torque between shafts and can change speed, direction, and axis of rotation.

Gear ratio (i)

\[ i = \frac{N_{\text{driven}}}{N_{\text{driver}}}= \frac{D_{\text{driven}}}{D_{\text{driver}}} \]

Speed–torque relationship

\[ \omega_{\text{driver}} N_{\text{driver}} = \omega_{\text{driven}} N_{\text{driven}},\qquad \frac{\omega_{\text{driven}}}{\omega_{\text{driver}}}= \frac{1}{i},\qquad \frac{T_{\text{driven}}}{T_{\text{driver}}}= i \]

Common gear types

Gear typePurposeTypical application
SpurParallel shafts, simpleClocks, simple drives
HelicalSmoother, higher loadAutomotive transmissions
BevelChange shaft direction (usually 90°)Differentials
WormVery high reduction, self‑lockingConveyor lifts, hoists
Rack‑and‑pinionRotary → linearSteering, CNC axes

Worked example (AO2)

A driver gear (20 teeth) drives a 60‑tooth gear. Determine i, speed reduction and torque multiplication (ignore losses).

\[ i = \frac{60}{20}=3,\qquad \frac{\omega_{\text{driven}}}{\omega_{\text{driver}}}= \frac{1}{3},\qquad \frac{T_{\text{driven}}}{T_{\text{driver}}}=3 \]

5.4 Pulleys

Pulleys change the direction of a force and, when combined, can multiply force.

  • Fixed pulley – MA = 1, only changes direction.
  • Movable pulley – ideal MA = 2.
  • Block & tackle (compound) – MA equals the number of rope sections supporting the load.

Ideal mechanical advantage

\[ \text{MA}= n \quad (n = \text{supporting rope sections}) \]

Speed relationship (ideal)

\[ v_{\text{load}} = \frac{v_{\text{effort}}}{\text{MA}} \]

Worked example (AO2)

A block & tackle has three supporting rope sections. An effort of 150 N is applied. Find the load that can be lifted (ideal).

\[ \text{MA}=3,\qquad F_{\text{load}} = \text{MA}\times F_{\text{effort}} = 3\times150 = 450\ \text{N} \]

5.5 Cams

A cam converts continuous rotary motion into a prescribed linear motion of a follower.

Key parameters (radial follower)

  • Base‑circle radius \(r_b\)
  • Lift \(h\) – maximum rise of the follower
  • Dwell – angular interval where the follower is stationary
  • Cam angle \(\theta\) – measured from a datum

Displacement equation (simple circular cam)

\[ s(\theta)=r(\theta)-r_b \]

Design tip (AO3): Sketch the required lift‑dwell‑return diagram first, then use a cam‑generating template or CAD to obtain the profile that satisfies the required velocity and acceleration limits.

5.6 Cranks (Slider‑Crank Mechanism)

A crank is a lever arm attached to a rotating shaft; together with a connecting rod it produces reciprocating motion.

Definitions

  • Crank radius \(r\) – distance from shaft centre to crank pin.
  • Stroke \(S = 2r\) – total linear travel of the slider.
  • Connecting‑rod length \(L\) – distance between crank pin and slider pin.

Slider position as a function of crank angle \(\theta\) (assuming a simple slider‑crank)

\[ x = r\cos\theta + \sqrt{L^{2} - r^{2}\sin^{2}\theta} \]

Worked example (AO2)

Given \(r = 40\ \text{mm}\) and \(L = 150\ \text{mm}\), find the slider position at \(\theta = 60^{\circ}\).

\[ x = 40\cos60^{\circ} + \sqrt{150^{2} - 40^{2}\sin^{2}60^{\circ}} = 20 + \sqrt{22500 - 1200} \approx 20 + 146 = 166\ \text{mm} \]

6. Basic Control Concepts (AO1‑AO3)

Although the focus of this document is mechanical, the IGCSE 0445 syllabus also requires knowledge of simple control elements.

  • Switches – SPST, SPDT, DPDT; used to start/stop or change direction of a motor.
  • Sensors & Transducers – limit switches (position), pressure switches, photo‑electric sensors; convert a physical quantity into an electrical signal.
  • Logic symbols – AND, OR, NOT; used to combine sensor signals in a control circuit.
  • Simple control circuits – series/parallel wiring of switches, use of relays for motor control, basic ladder diagram notation.

Example (AO2): A motor is started by a push‑button (normally open) and stopped by a second push‑button (normally closed). Draw the circuit using a relay coil to keep the motor running after the start button is released.

7. Design & Analysis Framework (Link to AOs)

  1. Identify requirements (AO1) – output force, speed, displacement, direction, and any control functions.
  2. Select appropriate mechanism (AO2) – use the tables of mechanical advantage and the load‑capacity data for materials.
  3. Calculate forces, stresses and efficiencies (AO2) – apply equilibrium equations, MA formulas, and friction losses.
  4. Analyse alternatives (AO3) – compare two or more configurations (e.g., gear train vs. pulley) using criteria such as size, weight, efficiency, cost.
  5. Present a concise design solution (AO3) – include a labelled diagram, key dimensions, material choice, and a brief justification.

8. Summary of Mechanical Advantages (MA)

SystemMA formula (ideal)Typical range (ideal)
Lever (Class I & II)\(\displaystyle \frac{d_{\text{effort}}}{d_{\text{resistance}}}\)1 – 10
Gear train\(\displaystyle \frac{N_{\text{driven}}}{N_{\text{driver}}}\)0.1 – 20
Pulley (block & tackle)\(\displaystyle n\) (supporting rope sections)2 – 10+
Cam (radial follower)\(\displaystyle \frac{\text{Lift}}{r_b}\) (approx.)0.5 – 5
Crank (slider‑crank)\(\displaystyle \frac{2r}{S}=1\) (force conversion depends on dynamics)1 (force) – varies with speed

9. Practical Design Tips (AO2)

  1. Start with the required output (force, speed, displacement) and work backwards to the needed MA.
  2. Combine mechanisms (e.g., gear reduction + lever) to achieve a high overall MA while keeping each component within safe stress limits.
  3. Include an efficiency factor: for gears use η≈0.95, for pulleys η≈0.90, for cam‑follower η≈0.85, unless the question states “ideal”.
  4. Check clearances: minimum 0.5 mm between moving parts, larger for high‑speed gear meshes.
  5. Choose standard module (m) for gears and standard pulley diameters to simplify sourcing.
  6. For worm gears, ensure the lead angle < 20° when self‑locking is required.
  7. When designing a cam, sketch the lift‑dwell‑return diagram first, then generate the profile using a CAD cam‑generator or a template.
  8. Document any assumptions (e.g., neglecting friction, using linear elastic material behaviour) – this is essential for AO3 marks.

10. Example Problems (AO1 – AO3)

10.1 Lever (AO2)

Question: A Class III lever lifts an 80 N weight. Effort distance = 0.05 m, resistance distance = 0.15 m. Find the effort and the MA.

Solution:

\[ \text{MA}= \frac{0.05}{0.15}= \frac{1}{3},\qquad F_{\text{effort}}= \frac{80}{1/3}=240\ \text{N} \]

10.2 Gear Train (AO3)

Question: A motor drives a 12‑tooth pinion which meshes with a 36‑tooth gear. The 36‑tooth gear is fixed to a second 12‑tooth pinion that drives a 48‑tooth output gear. Determine the overall gear ratio, speed reduction, torque multiplication and comment on the suitability for a low‑speed, high‑torque winch.

Solution:

\[ i_1 = \frac{36}{12}=3,\qquad i_2 = \frac{48}{12}=4,\qquad i_{\text{total}} = i_1 i_2 = 12 \] \[ \frac{\omega_{\text{out}}}{\omega_{\text{motor}}}= \frac{1}{12},\qquad \frac{T_{\text{out}}}{T_{\text{motor}}}=12 \]

Because the overall reduction is 12:1, the output speed is low and torque is increased twelvefold – ideal for a winch where high pulling force is required at modest speed.

10.3 Pulley System (AO2)

Question: A block & tackle has four supporting rope sections. The operator can apply a maximum effort of 180 N. Assuming a 10 % loss due to rope‑slip, calculate the maximum load that can be lifted.

Solution:

\[ \text{Ideal MA}=4,\qquad \eta = 0.90,\qquad \text{Real MA}=4\times0.90 = 3.6 \] \[ F_{\text{load}} = \text{Real MA}\times F_{\text{effort}} = 3.6\times180 = 648\ \text{N} \]

10.4 Cam Design (AO3)

Question: A radial cam must raise a follower 15 mm in 90° of rotation, hold it for a dwell of 180°, then return to the base position in the remaining 90°. Sketch the displacement diagram and describe a simple cam profile that would achieve this motion.

Answer outline (AO3):

  • Draw a polar plot of displacement vs. angle: rise (0°–90°) – linear or cycloidal; dwell (90°–270°) – constant at 15 mm; return (270°–360°) – mirror of rise.
  • Choose a cycloidal rise for smooth acceleration: \(s(\theta)=h\left( \frac{\theta}{\beta} - \frac{1}{2\pi}\sin\frac{2\pi\theta}{\beta}\right)\) where \(\beta=90^{\circ}\) and \(h=15\) mm.
  • Use the displacement equation \(r(\theta)=r_b+s(\theta)\) to generate the cam profile.
  • State that the chosen profile gives zero velocity at the start and end of the rise and return, reducing follower shock.

10.5 Slider‑Crank (AO2)

Question: A slider‑crank mechanism has a crank radius of 30 mm and a connecting‑rod length of 120 mm. Calculate the slider position when the crank angle is 120°.

Solution:

\[ x = 30\cos120^{\circ} + \sqrt{120^{2} - 30^{2}\sin^{2}120^{\circ}} = 30(-0.5) + \sqrt{14400 - 900(0.75)} = -15 + \sqrt{14400 - 675} = -15 + \sqrt{13725} \approx -15 + 117 = 102\ \text{mm} \]

10.6 Control Circuit (AO2)

Question: A motor must run in the forward direction when Switch A is pressed, and in reverse when Switch B is pressed. Both switches are normally open. Sketch a simple relay‑based control circuit.

Answer (AO2):

  • Two SPDT relays: Relay F (forward) and Relay R (reverse).
  • Switch A energises Relay F coil; its normally open contacts close the forward motor terminals.
  • Switch B energises Relay R coil; its contacts close the reverse motor terminals.
  • Include a normally closed “stop” switch in series with each coil for safety.

11. Quick Reference Sheet (AO1)

  • MA formulas – lever, gear, pulley, cam, crank.
  • Equilibrium – ΣFₓ = 0, ΣF_y = 0, ΣM = 0.
  • Gear efficiency – η ≈ 0.95 (spur), 0.90 (helical), 0.85 (worm).
  • Friction coefficients – see Table in Section 4.
  • Common symbols – ω (angular speed), T (torque), r (radius), L (length), θ (angle).

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