Power Screws
Jay, 08 September 2020
Disclaimer: The following notes are abbreviated and are not to be treated as a
substitute for reading the prescribed sections in the textbook. The prescribed
textbook is Fundamentals of Machine Component Design by Robert C. Juvinall and
Kurt M. Marshek. The textbook is available at the EG Malherbe Library on the
Howard College Campus. Any version of the book is suitable for this course. Parts
of the book are available at hittps://books.google.com/.
All art work from internet sources have been used under the Creative Commons,
free to use and share license.
Nomenclature
major diameter
d,= root diameter
dm = mean diameter
mean collar diameter
coefficient of friction between the screw and nut
efficient of friction between the screw and collar
wut height or length
ead, is the liner distance moved by the nut per revolution of the screw
My = torque required to turn the screw
P = Pitch, is the spacing between threads on a single thread helix
W= Applied Load
d= Lead Angle
d.
f
fe
h
L
Terminology
Power screws are sometimes called linear actuators, when coupled with an electric
motor.
Single start screw - a screw that has a sit
screw.
gle thread helix.p = L., fora single start
Double start screw - a screw that has a double thread hel
7 3, fora double
5 pitch J pitch
lead C: lead [-
one start two starts
Source: ttps://engineerng stackexchange com /questons/2015/why-are-most standaré-botthreads-single-start
start screw.
The orientation of the helix determines if the screw is a left-hand or right-hand
screw.—
—
=
—
st
z
Leftthand
g
Source: https://upload wikimedia.org/wikipedia/commons/tt/Screw_thread_ handedness
Power Screw - Thread Types
d e f g
1g IL g: i 2 Z
La sill beed 2
Ieee pal |e ‘|
(source: https: //eommans wikimesia or/wik/ilestrew, thread forms png}
As per the image, thread forms (a) - (c) are typical of fastening applications and are
generally not used in power screw applications. Therad forms that are used in power
screw applications include (d) Square Thread (e) Acme Thread (f) Buttress Thread,
and (g) Knuckle thread.
‘Square thread - has a zero thread angle, provides the greatest strength and lowest
friction characteristic, as compared to the other thread forms. Square thread is
difficult and expensive to manufacture.
‘ACME thread - has a 29° thread angle. It has a higher friction characteristic
compared to square thread, but is easier and cheaper to manufacture.
Buttress thread - suitable for applications that have a high load in a single direction.
With a zero thread angle in the load bearing direction, it has a low friction
characteristic.
Knuckle thread - has rounded thread to prevent damage. It has a high friction
characteristic and low load bearing capacity. It is easy to manufacture.
HOMEWORK: Research and develop your own notes on the topic of Modified Square
Thread and the applications of the various thread types.
Torque and load relationships
‘The torque required to lift a load against the force of gravity:
Wap [ftdm + Loosa,] , Wade
6 "2 [idm Cos a, — fl 2‘The same equation is used to determine the torque required to move the nut or
screw forward, in a direction that opposite to that of an applied load. in other
words, the applied load resists the forward movement of the nut or screw body.
‘The torque required to lower a load with the assistance of gravity:
Wap [ftdm — Lcosan] , Wade
6 "20 [itdm Cos a, + fl 2
‘The same equation is used to determine the torque required to move the nut or
screw forward, in the same direction to that of an applied load. In other words, the
applied load helps the nut or screw body move forward.
Collar Fri
AY
i
MM)
AAT
i
ia
ta o cy
‘Weight supported by three screw jacks. In each jack, only the shaded member rotates
Adapted from Fig10.5 of “Fundamentals of Machine Component Design” by Juvinall
and Marshek, 4th ed.
Power screw applications normally require a thrust collar to support the rotating in
screw or collar. The figure illustrates three types of collar configurations. In
iguration (a), the screw rotates and the nut is stationary. The screw turns
against a thrust collar at the top. In configurations (b) and (c), the screw is stationary
and the nut rotates by turning the handle. The nut turns against a thrust collar as
illustrated. The collar profile is normally a simple disc or annulus shape in most
applications. The torque required to overcome friction is defined as:
Whede
Mecotiar frition = 7
This friction model is only applicable to simple trust collars. A more detailed analysis
can be developed by applying the procedures used with disc clutches.
If the screw or nut turns on anti-friction bearings then collar friction can beeliminated from the power screw torque relationship as follows:
Wan [ftdy + Leosaty
2) |rd,,cosa, — fl
HOMEWORK: Research and develop your own notes on the derivation of the power
screw torque relationship.
Self-locking and Overhauling Screws
‘An overhauling screw is a screw that is able to lower the load without an input
torque. Overhauling occurs when the gravitational force is sufficient to overcome
friction in the screw assembly. Overhauling is undesirable in power screw
applications such as motor vehicle jacks, where a spontaneously lowering load is
dangerous.
Aself-locking screw is a screw that requires an input torque to lower the load. A
screw assembly is self-locking when the following condition is met:
= He05(an)
dm
Work, Power and Efficiency
The work input required to turn a power screw one revolution, against a resisting
torque:
Woy = 2M,
‘The work that is done by causing a liner displacement of the load, in one revolution:
Woue = WL
Note that the symbol W is used for work and the applied load, which can be
confusing. The subscript "out" is used to distinguish work output from the load on
the screw,
‘The work done against friction is:
Wr = Win — Woue
Friction causes a transformation of mechanical work to heat. Some of the heat is
transferred to the screw and nut material. Eventually, all heat dissipates to the
surrounding environment.
‘The power required to drive the screw is:
W = Mo
Where w is defined in radians/second.
‘The efficiency of a power screw is defined as the ratio of the work done on the load
to the work required to drive the screw:WL
"= aM,
Static Screw Stresses
‘The torque applied to a power screw causes a torsional stress in the screw body:
16M,
x(a,)>
‘Axial loads that are applied to the screw case axial stresses in the screw body:
4w
a=
ona,
Applied loads will cause a shear force to threads. If the shear force exceeds the
shear strength of the material, it will cause the threads to be stripped off the screw
body. The thread shear (stripping) stress is for square and ACME threads is:
2w
md,
The nut height can be calculated from the pitch and the number of threads.
h=pxn
‘A normal force exists between the threads of the screw and nut during normal
operation, As the screw turns, the threads of the screw slide over the threads of the
nut. If the normal force is too high, it causes a high bearing stress between the
surfaces, which causes the surfaces to wear prematurely. The bearing stress must be
checked against allowable limits to avoid premature wear and tear on the screw and
nut. The bearing stress on the threads is:
4 pw
nid? — @)
Thread bearing and shear stresses are controlled by specifying a nut design of
appropriate length.
o=