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Screw mechanism

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A screw is a fundamental mechanism that converts rotational motion into linear motion. It is classified as one of the six classical simple machines. By turning a twisting force, known as torque, a screw can produce a powerful straight-line force.

Screw demonstrator
Screw demonstrator

Geometrically, a screw can be understood as a narrow inclined plane wrapped around a cylindrical shaft. This shape is called a helix. Because of this specific geometry, screws can amplify force. A relatively small amount of torque applied to the shaft can result in a very large axial force acting on a load.

The mechanism works through the interaction of threads. Most screws consist of a cylindrical shaft with helical grooves or ridges called threads. These threads pass through a hole in another object or medium. The hole contains internal threads that mesh with the screw's external threads.

GearBoxRotLinScrew
GearBoxRotLinScrew

When the shaft rotates relative to the stationary threads, the screw moves along its axis. For example, rotating a wood screw forces it into a piece of wood. Alternatively, a threaded collar called a nut can rotate around a stationary screw shaft to achieve the same linear movement.

There are different ways to measure the spacing of these threads. The pitch is the axial distance between the crests of adjacent threads. The lead is the axial distance the screw travels during one complete 360-degree revolution.

Lead and pitch in screws
Lead and pitch in screws

In a "single start" screw, there is only one helical thread, so the lead and pitch are equal. However, "multiple start" screws have several intertwined threads. In these cases, the lead is the pitch multiplied by the number of starts. Multiple-start screws are useful when a device needs large linear motion from a single rotation, such as in ballpoint pens or bottle caps.

Screws also possess a property called handedness, which refers to the direction of the thread's twist. Most threads are right-handed (RH). This means the screw moves away from the viewer when turned in a clockwise direction. This follows the right-hand grip rule: if you curl your right fingers in the direction of rotation, your thumb points toward the direction of motion.

Screw thread handedness
Screw thread handedness

Right-handedness is the standard convention. This is likely because most people are right-handed, making it easier to use the strong supinator muscle to tighten a screw. Left-handed (LH) threads are used for special purposes. These include the left pedal on a bicycle or gas supply connections to prevent dangerous accidental misconnections.

The history of the screw shows it was one of the last simple machines to be invented. It first appeared in Mesopotamia during the Neo-Assyrian period, between 911 and 609 BC. It later appeared in Ancient Egypt and Ancient Greece. Records show that the Egyptian water screw was used before the philosopher Archimedes described his famous water pump around 234 BC.

Restored olive press from the Roman Empire
Restored olive press from the Roman Empire

By 52 AD, Heron of Alexandria described the screw as an inclined plane wrapped around a cylinder. Much later, in 1600, the Italian scientist Galileo Galilei worked out the complete dynamic theory of simple machines, including the screw.

Different thread profiles, or shapes, are used depending on the mechanical goal. The thread angle is the angle between the two bearing faces of the thread. This angle significantly affects friction, efficiency, and wear.

Screw thread forms
Screw thread forms

Fasteners like wood screws often use a V thread with a 60-degree angle to create friction and stay tight. In contrast, machine linkages like lead screws require low friction. These often use Square threads, which have a 0-degree angle and are the strongest, or Acme threads, which have a 28-degree angle. Acme threads are easier to make and are commonly found in vises and scissor jacks.

Screws are incredibly versatile and appear in many different forms. They are used as threaded fasteners, such as bolts and studs, to hold objects together. They are also used in tools like screw jacks, which can lift heavy loads.

House Jack 2.5 tons
House Jack 2.5 tons

Some mechanisms use the same principle without a traditional shaft. A corkscrew uses a helix-shaped rod, and an Archimedes' screw uses a rotating helical chamber to pump water uphill.

From tiny components in pens to large industrial pumps, the screw mechanism is essential to modern technology.

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🖼️ Images & Media (9)
File:GearBoxRotLinScrew.gif
GearBoxRotLinScrew.gif
File:Screw demonstrator.png
Screw demonstrator.png
File:Restored olive press from the Roman Empire.jpg
Restored olive press from the Roman Empire.jpg
File:Lead and pitch in screws.png
Lead and pitch in screws.png
File:Screw thread handedness.png
Screw thread handedness.png
File:Screw thread forms.png
Screw thread forms.png
File:Archimedes-screw one-screw-threads with-ball 3D-view animated small.gif
Archimedes-screw one-screw-threads...
File:House Jack 2.5 tons.jpg
House Jack 2.5 tons.jpg
File:Spiral-screwdriver.jpg
Spiral-screwdriver.jpg
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