№ 58 · engineering

Trading speed for force: gears and levers

A crowbar lets one person shift a stone that ten hands could not lift — and gives them nothing for free. Every newton of extra force is paid for in distance.

What a simple machine is

A simple machine is a device that changes a force you apply into a different force somewhere else — usually a larger one. Levers, gears, pulleys, wedges and screws are the classic examples. Call the force you put in the effort and the force the machine delivers the load. The ratio of load to effort is the machine's mechanical advantage.

Why it matters

A machine with a mechanical advantage of ten lets the same muscles hold ten times their own force, which is probably how ramps moved pyramid stones and a wheelbarrow carries loads no arm could. The wall it does not break is energy. A machine cannot do more work than the work put into it. Whatever multiplies the force must shrink something else by the same factor, and the thing that shrinks is how far the load moves.

Interactive Slide the fulcrum along the bar to change the mechanical advantage, then drag push the handle and compare the two work bars — the load's force grows exactly as far as its travel shrinks.

fulcrum push the handle friction 0 %
The load is fixed at 100 N. Balancing torques about the fulcrum sets the effort at 100 N × (load arm ÷ effort arm); the bar swings as one piece, so the load end travels the same fraction of the handle's travel. Effort × distance and load × distance are drawn to the same scale, and for the frictionless bar they are equal at every setting — the ideal machine returns exactly the work it is given. The friction slider removes a share of the input work at the pivot: the effort must rise to lift the same load, and the ratio of the two bars is the efficiency you dialled in. Move the fulcrum past the middle and the advantage drops below one, as in a shovel or a car axle: more travel, less force.

Where the trade comes from

Take the lever: a rigid bar pivoted at a fixed point, the fulcrum. Each force tries to turn the bar about the pivot, and its turning effect — its torque — is the force multiplied by its perpendicular distance from the pivot, the lever arm. For the bar to hold still, the effort's torque must balance the load's torque. So effort × effort arm = load × load arm, and the mechanical advantage is the effort arm divided by the load arm. A long handle and a short nose is a nail puller.

Now let the bar rotate a little. Both ends swing through the same angle, so each end moves a distance proportional to its arm. The effort end, on the long arm, travels far; the load end, on the short arm, travels little — by exactly the ratio of the arms. Multiply force by distance on each side and the two products match: work done by the effort equals work done on the load. Gain force by a factor of ten and the load moves one tenth as far as your hand.

OpenStax works the wheelbarrow: load arm 7.50 cm from the axle, hands 1.02 m from it, a 45.0 kg barrow-and-load. The arm ratio is 13.6, so holding it up takes about 32 N instead of 441 N, but each centimetre the handles rise lifts the load under a millimetre. A gear or crank obeys the same rule with radii in place of arms, and a car axle driving a much larger wheel runs it the other way: an advantage below one, trading force for speed at the road.

Those equalities are for an ideal machine. Real pivots and gear teeth rub, and friction takes some of the input work as heat, so the load delivered is a little less than the arm ratio promises. The Efficiency — work delivered over work put in — stays at or below one, because a machine cannot do more work than the energy put into it. distance you pay is fixed by geometry; friction only makes the deal slightly worse.

In short

A lever or gear multiplies force in the ratio of its arms or radii, because the torques about the pivot must balance. The same geometry makes the load move less than the effort by that same ratio, so force times distance is unchanged: work in equals work out. Machines trade distance for force; they never create energy, and friction means the trade is never quite even.

Where this comes from

  1. College Physics 2e, §9.5 Simple Machines linked only, not reproduced
    OpenStax (Urone & Hinrichs) · 2022
    openstax.org/books/college-physics-2e/pages/9-5-simple-machines