Torque transmitted through a helix angle?

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SUMMARY

The discussion focuses on the mathematical relationship between torque, helix angle, and linear force output in screw mechanisms. The user calculates the helix angle for a screw with an 8 mm diameter and a 2.5 mm pitch, resulting in an angle of 5.68 degrees. They explore how this angle affects the output force as a multiplier, proposing a ratio derived from the relationship between the circular movement and linear movement of the screw. The conclusion emphasizes that while the helix angle is significant, friction must also be considered in practical applications.

PREREQUISITES
  • Understanding of basic trigonometry, specifically inverse tangent functions.
  • Knowledge of screw mechanics, including pitch and diameter.
  • Familiarity with torque calculations and their applications in mechanical systems.
  • Concept of velocity ratio and its implications in force multiplication.
NEXT STEPS
  • Study the effects of friction in screw mechanisms and how it impacts torque transmission.
  • Learn about the role of helix angle in mechanical advantage and force output.
  • Explore advanced screw design principles, including ball screw mechanisms.
  • Investigate the conservation of energy in mechanical systems and its relevance to torque and force calculations.
USEFUL FOR

Mechanical engineers, students studying mechanics, and anyone involved in the design or analysis of screw-driven systems will benefit from this discussion.

Hutch
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Hi all, my first post here,
I've succumbed to some help if possible, i know its wrong but it's getting my goat! now, and many times in years gone by.

I am building something as always, and reverse engineering exisiting drive components to select suitable new ones if that makes sense. In particular I am looking at a screw helix mathemtically (trying). or should i say just a screw.

what i want know is the relationship between :

the torque applied at a radius of a screw,
and the linear resultant force.


taking into consideration of course the helix angle, or i think, the helix angle. as that has a relationship with the force output, through an angle.

for instance, a screw thread with diameter 8 and a lead (pitch) of 2.5 between threads. using the trig formula

inv tan = opp / ADJ

and modifying slightly to add 'pi' , as the helix angle is using one full circumfrence of the screw against one pitch. and we are not working in 2d anymore.

inv tan = ( opp / pi.ADJ )

torque1.JPG


torque2.JPG


gives a helix angle of 5.68 degrees, great, the helix angle.

now,
what i would like to know is how does that helix angle now affect the output force as a multiplier, forgiving friction, with regard to what is input (torque/any) through the handle
.
i can see it is a ratio, and it changes uniformly, it is a decimal number, a mutliplier, how is the geometrical ratio now expressed?, how much force is output through a helix angle, any!.
 
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bieng as the screw moved 2.5mm of linear movement for a total circular movement of 25.1327412mm , is that not proportional to the output ratio in itself? 25.1327412/2.5 = 10.05 would then an input force be multiplied by this 10.05 ratio to give what's output?

i.e 10nm torque input on the short handle = (10N x 0.125M ) = 1.25Nm at the handle

multiplied by 10.05 = 12.56N output?
 
Hutch said:
bieng as the screw moved 2.5mm of linear movement for a total circular movement of 25.1327412mm , is that not proportional to the output ratio in itself? 25.1327412/2.5 = 10.05 would then an input force be multiplied by this 10.05 ratio to give what's output?

i.e 10nm torque input on the short handle = (10N x 0.125M ) = 1.25Nm at the handle

multiplied by 10.05 = 12.56N output?

correct, if velocity ratio comes out to be 1/10 (use law of conservation of energy), the force at output increases ten folds
 
I hope your spindle has balls. If not, friction consumes much more torque than pitch does.
 
friction is omitted purposely from the assumption, (read 1st post) there are no balls at this stage, Its just for proving the maths, thanks by the way.

i find it interesting that force output through a screw can be calculated with the ratio of the pitch (distance traveled axially) to the circumfrence (work done in one turn), I guess those two factors produce a ratio, of course, and also a helix angle.

is there not a way that you can include the helix angle into a calculation? or is it irrelevant?
 
Last edited:

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