Module

6
Power Screws

Version 2 ME, IIT Kharagpur

 Lesson
1
Power Screw drives and
their efficiency
Version 2 ME, IIT Kharagpur
Instructional Objectives

At the end of this lesson, the students should be able to understand

• Power screw mechanism.

• The thread forms used in power screws.
• Torque required to raise and lower a load in a power screw
• Efficiency of a power screw and condition for self locking.

6.1.1 Introduction
A power screw is a drive used in machinery to convert a rotary motion into
a linear motion for power transmission. It produces uniform motion and the
design of the power screw may be such that
(a) Either the screw or the nut is held at rest and the other member rotates as
it moves axially. A typical example of this is a screw clamp.
(b) Either the screw or the nut rotates but does not move axially. A typical
example for this is a press.
Other applications of power screws are jack screws, lead screws of a
lathe, screws for vices, presses etc.
Power screw normally uses square threads but ACME or Buttress threads
may also be used. Power screws should be designed for smooth and
noiseless transmission of power with an ability to carry heavy loads with
high efficiency. We first consider the different thread forms and their
proportions:
Square threads-
The thread form is shown in figure-6.1.1.1. These threads have high
efficiency but they are difficult to manufacture and are expensive. The
proportions in terms of pitch are:
h1= 0.5 p ; h2 = 0.5 p - b ; H = 0.5 p + a ; e = 0.5 p
a and b are different for different series of threads.

Version 2 ME, IIT Kharagpur

 p
e e

a
h2
H h1

6.1.1.1F – Some details of square thread form

There are different series of this thread form and some nominal diameters,
corresponding pitch and dimensions a and b are shown in table-6.1.1.1 as per
I.S. 4694-1968.

Version 2 ME, IIT Kharagpur

 6.1.1.1T – Dimensions of three different series of square thread form.

Fine Series Normal Series Coarse Series

Nominal Steps Pitch a b Nominal Steps Pitch a b Nominal Steps Pitch a b
Dia Dia Dia
(mm) (mm) (mm) (mm) (mm) (mm) (mm) (mm) (mm) (mm) (mm) (mm) (mm) (mm) (mm)
10-22 2 2 0.25 0.25 22-28 2 5 0.25 0.5 22-28 2 8 0.25 0.5
22-62 2 3 0.25 0.25 30-36 2 6 0.25 0.5 30-38 2 10 0.25 0.5
115-175 5 6 0.25 0.5 115-145 5 14 0.5 1 115-130 5 22 0.5 1
250-300 10 12 0.25 0.5 240-260 10 22 0.5 1 250-280 10 40 0.5 1
420-500 20 18 0.5 1 270-290 10 24 0.5 1 290-300 10 44 0.5 1

Version 2 ME, IIT Kharagpur

According to IS-4694-1968, a square thread is designated by its nominal
diameter and pitch, as for example, SQ 10 x 2 designates a thread form of
nominal diameter 10 mm and pitch 2 mm.

Acme or Trapezoidal threads

The Acme thread form is shown in figure- 6.1.1.2. These threads may be
used in applications such as lead screw of a lathe where loss of motion
cannot be tolerated. The included angle 2φ = 29o and other proportions
are
p
a= and h = 0.25 p + 0.25 mm
2.7

b a

2φ

6.1.1.2F – Some details of Acme or Trapezoidal thread forms.

A metric trapezoidal thread form is shown in figure- 6.1.1.3 and different

proportions of the thread form in terms of the pitch are as follows:
Included angle = 30o ; H1= 0.5 p ; z = 0.25 p + H1/2 ; H3 = h3 = H1+ ac =
0.5 p + ac
ac is different for different pitch, for example
ac = 0.15 mm for p = 1.5 mm ; ac = 0.25 mm for p = 2 to 5 mm;
ac = 0.5 mm for p = 6 to 12 mm ; ac = 1 mm for p = 14 to 44 mm.

Version 2 ME, IIT Kharagpur

 6.1.1.3F- Some details of a metric Trapezoidal thread form.

Some standard dimensions for a trapezoidal thread form are given in

table- 6.1.1.2 as per IS 7008 (Part II and III) - 1973:

6.1.1.2T- Dimensions of a trapezoidal thread form.

Nominal Diameter 8 10 5 25 50 75 100 150 200 250 300
(mm)
pitch 1.5 2 4 5 8 10 12 16 18 22 24
(mm)

According to IS7008-1973 trapezoidal threads may be designated as, for

example, Tr 50 x 8 which indicates a nominal diameter of 50 mm and a
pitch of 8 mm.

Buttress thread
This thread form can also be used for power screws but they can transmit
power only in one direction. Typical applications are screw jack, vices etc.
A Buttress thread form is shown in figure- 6.1.1.4. and the proportions are
shown in the figure in terms of the pitch.
On the whole the square threads have the highest efficiency as compared
to other thread forms but they are less sturdy than the trapezoidal thread
forms and the adjustment for wear is difficult for square threads.

Version 2 ME, IIT Kharagpur

 When a large linear motion of a power screw is required two or more
parallel threads are used. These are called multiple start power drives.

p p/8

45o
3
p
4

6.1.1.4F – Some details of a Buttress thread form

6.1.2 Efficiency of a power screw

A square thread power screw with a single start is shown in figure-
6.1.2.1. Here p is the pitch, α the helix angle, dm the mean diameter of
thread and F is the axial load. A developed single thread is shown in
figure- 6.1.2.2 where L = n p for a multi-start drive, n being the number of
starts. In order to analyze the mechanics of the power screw we need to
consider two cases:
(a) Raising the load
(b) Lowering the load.

Version 2 ME, IIT Kharagpur

 F

Collar

p Nut
Nut
F

L=np
α

Screw

F
dm πdm

6.1.2.1F – A square thread power screw 6.1.2.2F- Development of a

single thread

Raising the load

This requires an axial force P as shown in figure- 6.1.2.3. Here N is the
normal reaction and μN is the frictional force.
For equilibrium
P - μ N cos α - N sin α = 0 F
F + μ N sin α - N cos α = 0 μN
This gives
P
N = F ( cos α − μ sin α ) L
α N
F ( μ cos α + sin α )
P= πdm
( cos α − μ sin α )
6.1.2.3 F- Forces at the contact surface
for raising the load.

Version 2 ME, IIT Kharagpur

Torque transmitted during raising the load is then given by
dm d ( μ cos α + sin α )
TR = P =F m
2 2 ( cos α − μ sin α )

L
Since tan α = we have
πd m

d m ( μπd m + L )
TR = F
2 ( πd m − μL )

The force system at the thread during lowering the load is shown in
figure- 6.1.2.4. For equilibrium
P - μ N cos α + N sin α = 0 F
F - N cos α -μ N sin α = 0
This gives
P
N = F ( cos α + μ sin α ) μN L
α N
F ( μ cos α − sin α )
P=
( cos α + μ sin α ) πdm
6.1.2.4F- Forces at the contact
surface for lowering the load.
Torque required to lower the load is given by
dm d ( μ cos α − sin α )
TL = P =F m
2 2 ( cos α + μ sin α )

L
And again taking tan α = we have
πd m

d m ( μπd m − L )
TL = F
2 ( πd m + μL )

Condition for self locking

The load would lower itself without any external force if
μπdm < L
and some external force is required to lower the load if

Version 2 ME, IIT Kharagpur

μπdm ≥ L
This is therefore the condition for self locking.

Efficiency of the power screw is given by

Work output
η=
Work input

Here work output = F. L

Work input = p. πdm
This gives
F
η= tan α
P
The above analysis is for square thread and for trapezoidal thread some
modification is required. Because of the thread angle the force normal to
the thread surface is increased as shown in figure- 6.1.2.5. The torque is
therefore given by
d m ( μπd m sec φ + L )
T=F
2 ( πd m − μLsec φ )

This considers the increased friction due to the wedging action. The
trapezoidal threads are not preferred because of high friction but often
used due to their ease of machining.

F F
φ cos φ

Fx

Thread angle = 2φ

Version 2 ME, IIT Kharagpur

 6.1.2.5 F – Normal force on a trapezoidal thread surface

Bursting effect on the nut

Bursting effect on the nut is caused by the horizontal component of the
axial load F on the screw and this is given by ( figure- 6.1.2.5)
Fx = F tan φ
For an ISO metric nut 2φ = 60o and Fx = 0.5777 F.

Collar friction
If collar friction μc is considered then another term μFdc/2 must be added
to torque expression. Here dc is the effective friction diameter of the collar.
Therefore we may write the torque required to raise the load as
d m ( μπd m + L ) d
T=F + μc F c
2 ( πd m − μL ) 2

6.1.3 Problems with answers

Q.1: The C-clamp shown in figure-6.1.3.1 uses a 10 mm screw with a pitch of 2

mm. The frictional coefficient is 0.15 for both the threads and the collar. The
collar has a frictional diameter of 16 mm. The handle is made of steel with
allowable bending stress of 165 MPa. The capacity of the clamp is 700 N.
(a) Find the torque required to tighten the clamp to full capacity.
(b) Specify the length and diameter of the handle such that it will not bend
unless the rated capacity of the clamp is exceeded. Use 15 N as the
handle force.

Version 2 ME, IIT Kharagpur

 6.1.3.1 F- A typical C- clamp.

A.1.
(a) Nominal diameter of the screw, d = 10 mm.
Pitch of the screw, p = 2 mm.
Choosing a square screw thread we have the following dimensions:
Root diameter, d3 = dnominal -2h3 = 7.5 mm (since ac = 0.25 mm and
h3=0.5p + ac)
Pitch diameter, d2 = dnominal -2z = 8 mm. (since z = 0.5 p)
Mean diameter, dm = (7.5+8)/2 = 7.75 mm.
d m ( μπd m + L ) d
Torque, T = F + μc F c
2 ( πd m − μL ) 2

Here F = 700 N, μ = μc = 0.15, L = p = 2 mm (assuming a single start

screw thread) and dc = 16 mm. This gives T = 1.48 Nm.
Equating the torque required and the torque applied by the handle of
length L we have 1.48 = 15 L since the assumed handle force is 15 N.
This gives L= 0.0986 m. Let the handle length be 100 mm.
The maximum bending stress that may be developed in the handle is
My 32M
σ= = where d is the diameter of the handle.
I πd 3

Version 2 ME, IIT Kharagpur

 Taking the allowable bending stress as 165 MPa we have
1/ 3
⎛ 32M ⎞ ⎛ 32x1.48 ⎞
1/ 3
d=⎜ ⎟ =⎜ ⎟ = 4.5x10−3 m = 4.5 mm
⎜ πσ y ⎟ ⎝ πx165x106 ⎠
⎝ ⎠
With a higher factor of safety let d = 10 mm.
Q.2. A single square thread power screw is to raise a load of 50 KN. A screw
thread of major diameter of 34 mm and a pitch of 6 mm is used. The
coefficient of friction at the thread and collar are 0.15 and 0.1 respectively.
If the collar frictional diameter is 100 mm and the screw turns at a speed
of 1 rev s-1 find
(a) the power input to the screw.
(b) the combined efficiency of the screw and collar.
A.2.
(a) Mean diameter, dm = dmajor – p/2 = 34-3 = 31 mm.
d m ( μπd m + L ) d
Torque T = F + μc F c
2 ( πd m − μL ) 2

Here F = 5 x 103 N, dm = 31 mm, μ = 0.15, μc = 0.1, L = p = 6 mm and

dc = 100 mm
0.031 ⎛ 0.15π x 0.031 + 0.006 ⎞ 3 0.1
Therefore T = 50x103 x ⎜ ⎟ + 0.1x50x10 x
2 ⎝ πx 0.031 − 0.15x0.006 ⎠ 2

= 416 Nm
Power input = T ω = 416 x 2π x 1 = 2613.8 Watts.
(b) The torque to raise the load only (T0) may be obtained by substituting
μ = μc= 0 in the torque equation. This gives
d m ⎛ L ⎞ FL 50x103 x0.006
T0 = F ⎜ ⎟= = = 47.75
2 ⎝ πd m ⎠ 2π 2π

FL / 2π 47.75
Therefore η = = = 0.1147 i.e. 11.47%
T 416

Version 2 ME, IIT Kharagpur

6.1.4 Summary
Power screw drive in machinery is firstly discussed and some
details of the thread forms used in such drives are given. The force
system at the contact surface between the screw and the nut is
analyzed and the torque required to raise and lower a load,
condition for self locking and the efficiency of a power screw are
derived. Typical problems on power screw drives are taken up and
discussed.

Version 2 ME, IIT Kharagpur