← Mechanisms

Gear up the winch

A gear ratio trades speed for turning force: a small gear driving a big gear turns the output slower but stronger, by the same factor. Students test gears on a winch, work out the ratio, speed, strength and lift time, then choose a pair that meets a brief, and find a brief where the constraints conflict.

A small motor can lift 200 g. The bucket is 450 g. You can't change the motor, but you have a box of gears. How do you lift it, and what do you give up?

A motor turns fast but can only lift a little. A winch winds rope onto a drum to lift a load. Put a gear on the motor (the driver) and a gear on the winch (the driven gear), and the teeth push each other round.

The brief: the motor turns 120 times a minute and lifts 200 g with no gears. The drum winds 0.1 m of rope each turn. Lift a 450 g bucket 1 m in 15 s or less. The kit has one each of 8, 16, 24 and 40-tooth gears.

PredictRead the problem and decide what you think before you try anything. A wrong guess is fine: it shows you what to look for.

Small gear, big gear

The 8-tooth gear on the motor drives the 24-tooth gear on the winch. Compared with the motor, the winch turns…

TryTry it on the board and compare the result with your prediction.

Try: turn it and load it

Was your prediction right? Slower and stronger, by the same 3.

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Press Turn the motor once and watch the orange dot on the winch gear. How far round does it go?

Use the board. This ticks when you get there.

Add 50 g at a time and lift, until the winch stalls.

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What is the heaviest bucket the winch lifted (in grams)?

InvestigateWork out why it happens, one step at a time.

Worked example: does 8 → 24 meet the brief?

Worked exampleBefore each step, say what you think comes next.
  1. ratio=24÷8=3\text{ratio} = 24 \div 8 = 3Ratio = driven teeth ÷ driver teeth. The winch needs 3 motor turns for each of its own.

Now do the same for 16 → 40. The ratio is 40÷16=2.540 \div 16 = 2.5. Start with the winch's speed.

Sam wants a faster lift, so swaps the gears round.

Now 16 → 40 (ratio 2.5). How many turns a minute does the winch make?

16 → 40: what is the heaviest bucket it can lift, in grams?

16 → 40: how many seconds to lift the bucket 1 m?

Sam's winch stalls with the 450 g bucket. Click the line where Sam's working first goes wrong.

ModifyChange the problem on purpose and see what happens.

Vary: change one thing

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The bucket is now 300 g. Find the pair that lifts it fastest within 15 s, and lift with it.

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A faster motor: 180 turns a minute, and the 450 g bucket again. Which pair is fastest now? Lift with it.

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The bucket is now 700 g. Find a pair that can lift it at all, and lift.

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No pair lifts 700 g within 15 s. What should the engineer do?

PractiseA few on your own, to check you have it.

Ratios

The 16-tooth gear on the motor drives the 24-tooth gear on the winch. What is the ratio?

Motor 120 turns a minute, ratio 5. How many turns a minute does the winch make?

The 24-tooth gear on the motor drives the 16-tooth gear on the winch. The motor lifts 200 g with no gears. What is the heaviest lift now, to the nearest gram?

On a bike's lowest gear (small gear at the pedals, big gear at the back wheel) hills feel easy. What do you give up?

MakeMake your own problem using what you have learned. Expect a few tries; that is normal.

Write a brief

Need a hint?

Start from a pair and its numbers: what is the most it can lift, and how long does it take?

Another hint

Choose a load only one pair is strong enough for, or a time limit only one pair is fast enough for.

Another hint

For example 550 g: only 8 → 24 (600 g) and 8 → 40 (1000 g) are strong enough. Now pick a time limit only one of them meets.

Stretch: write a brief where no pair passes, then argue which constraint the client should relax, and why.

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Change the bucket and the time limit until exactly one pair in the kit meets the brief.

Use the board. This ticks when you get there.

For teachers

Students fit gears to a motor-driven winch, find by testing that a small gear driving a big one is slower and stronger by the same factor, work out ratio, speed, strength and lift time, choose pairs for a brief, meet a brief where constraints conflict, then write a brief of their own. About 45 minutes.

Open the teacher guide: answers, solutions, slides and a worksheet.

Students will be able to

Before class

Try every board yourself. LEGO Technic or Meccano gears make a good start before the board: mark a tooth on each gear, turn the small one once and count.

Simplifications: no friction or losses (real gear meshes lose a few per cent each), the motor lifts exactly 200 g with no gears, and the bucket rises at a steady speed. Years 9–10 can add 80% efficiency per mesh.

Curriculum hooks: Design and Technologies, engineering principles and systems (primary); Science, forces and simple machines; Maths, ratio and rates (applied, not taught). If the class has not met ratio, do that first.

Maths for the time: 1 m ÷ 0.1 m a turn = 10 winch turns; turns ÷ turns a minute × 60 = seconds.

Running the lesson

  1. Predict: ask a few students to say why they chose their option before the Try.
  2. Try: the dot moves a third of a turn. Ask how many motor turns make one winch turn.
  3. Worked example: model it live, line by line, before revealing the prepared lines.
  4. Find the mistake: ask which gear is being driven in Sam's design.
  5. Vary, too heavy: stop the class here. Who would they talk to, and what would they offer?
  6. Make: compare briefs. Did anyone make one pass by speed and another by strength?

The hard part (on purpose)

Students treat speed and strength as separate. Keep returning to 'same factor, opposite directions', and to which gear is being driven.

When students get stuck

Stretch and support

Stretch: Two pairs in a row (a compound train): 8 → 24, then 8 → 40 on the same axle. What is the overall ratio? Could it lift 700 g, and how long would it take?

Support: Give a table with columns ratio, winch speed, heaviest lift, time, and fill the 8 → 24 row together.

Where it leads

Next: Gear trains (idlers and compound trains), then levers and pulleys (planned).

Code links: a short Python loop can test every gear pair against the brief; the board's Make does this for them. Physical computing: a motor and a servo on a real winch (Power and motors).

Sources

What each step is for

Now you can
Practise this skillNew questions, new numbers each timeGet 3 right in a row to mark it practised.Next lesson2. Gear trainsMore than two gears. A gear between two others (an idler) changes the direction but not the ratio; two gears on one axle make a compound train, whose stage ratios multiply. Students test an idler, work out compound trains, find one for a heavy brief, and see why big ratios come in stages.