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Simple Machines
Levers, pulleys and ramps don't give you free energy, but they make hard jobs feel easier.
How can one person lift a car with a jack, or roll a heavy box into a truck? On this page you'll learn what scientists mean by work, meet the six simple machines, find out how mechanical advantage trades force for distance, and see why no machine is perfectly efficient.
Work: force times distance
In science, work is done when a force moves something. You find it with W = F × d: work (in joules, J) equals force (in newtons, N) times the distance moved in the direction of the force (in meters). Work is a way of moving energy, which you can read more about in the Energy unit.
Worked example (made-up numbers): you push a box with 50 N for 4 m. W = 50 N × 4 m = 200 J. If you push a wall and it doesn't move, d = 0, so you do no work on the wall, even though you get tired.
A machine can't make extra energy. What it can do is trade force for distance: push with less force over a longer distance, and you can do the same work. Ignoring friction, work in = work out.
The six simple machines
- Lever: a stiff bar that turns on a pivot called the fulcrum. There are three classes:
- First class: the fulcrum is in the middle, between the effort and the load. Examples: a seesaw, a crowbar.
- Second class: the load is in the middle. Example: a wheelbarrow, where the wheel is the fulcrum and you lift the handles.
- Third class: the effort is in the middle. Example: tweezers, or your own forearm. These need more force than the load, but the tips move farther and faster.
- Wheel and axle: a big wheel fixed to a smaller rod, so they turn together. A small push on the big wheel makes a big turning force on the axle. Examples: a doorknob, a steering wheel, a screwdriver handle.
- Pulley: a wheel with a rope over it.
- A fixed pulley stays in place and only changes the direction of the force, like on a flagpole. You pull down to lift the flag up.
- A movable pulley moves with the load. Two rope segments hold it up, so ideally you need half the force but pull twice as much rope.
- A block and tackle combines fixed and movable pulleys. The ideal mechanical advantage equals the number of rope segments holding up the load.
- Inclined plane: a ramp. Pushing a load up a long, gentle ramp takes less force than lifting it straight up, but you move it farther.
- Wedge: two inclined planes back to back that push things apart. Examples: an axe, a knife, a doorstop.
- Screw: an inclined plane wrapped around a rod. Each turn moves the screw a little way forward with lots of force. Examples: jar lids, bolts, a car jack.
Mechanical advantage
Mechanical advantage (MA) tells you how many times a machine multiplies your force. The ideal MA ignores friction:
- Lever: ideal MA = effort arm ÷ load arm (the distances from the fulcrum to where you push and to the load).
- Ramp: ideal MA = length of the ramp ÷ height.
Worked examples (made-up numbers)
- A crowbar has an effort arm of 1.5 m and a load arm of 0.5 m. Ideal MA = 1.5 ÷ 0.5 = 3. To lift a 300 N rock, you'd ideally push with 300 ÷ 3 = 100 N, but your hand moves 3 times as far as the rock.
- A ramp is 6 m long and 1.5 m high. Ideal MA = 6 ÷ 1.5 = 4. A 400 N box would ideally need only 100 N to push up the ramp. Check: work in = 100 N × 6 m = 600 J; work out = 400 N × 1.5 m = 600 J.
- Tweezers are a third-class lever: an effort arm of 4 cm and a load arm of 8 cm give an ideal MA of 0.5. You push harder, but the tweezer tips move twice as far.
Try it: the lever balance
A 100 cm board has a load on the left end and your push (the effort) on the right end. Move the fulcrum, change the load, and see how hard you must push to balance it. This is an ideal model: the board has no weight and there's no friction.
Load arm 25 cm, effort arm 75 cm. Ideal MA = 3.00. Effort needed to balance = 20.0 N.
When the board is level, effort × effort arm = load × load arm. If you push harder than needed, your end tips down; if you push too little, the load end tips down. A push within 2% of the exact amount counts as almost balanced, and the tilt is capped at about 20° to keep the drawing in the frame.
Efficiency and friction
Real machines lose some energy to friction, which turns it into heat, so you always put in a bit more work than you get out. Efficiency = work out ÷ work in × 100%.
Worked example (made-up numbers): you do 250 J of work pushing a box up a ramp, and the box gains 200 J of energy. Efficiency = 200 ÷ 250 × 100% = 80%. The other 50 J warmed the ramp and the box. No machine is 100% efficient, so the actual MA is always less than the ideal MA. Oil, wheels and smooth surfaces reduce friction.
Compound machines
A compound machine is two or more simple machines working together.
- Bicycle: the pedals and crank are a wheel and axle, the chain and gears pass the turning to the back wheel, and the brake handles are levers.
- Scissors: two first-class levers joined at a fulcrum, with blades that are wedges.
- Can opener: the handles are levers, the turning key is a wheel and axle, and the sharp cutting wheel is a wedge.
Archimedes and the lever
Archimedes was a Greek mathematician and engineer who lived in Syracuse, on the island of Sicily, more than 2,200 years ago. He studied the math of levers and balances. He is often quoted as saying, "Give me a place to stand, and I shall move the earth." This saying is attributed to him by later writers such as Pappus of Alexandria, who lived more than 500 years after him, so we can't be sure of his exact words. The idea is true, though: with a long enough lever and a fulcrum, a small force can move a huge load, but your end would have to move an enormous distance.
Experiments to try at home
Ask an adult before you start. Keep coins and other small parts away from little kids, because they're a choking hazard.
1. Ruler-and-pencil lever
You need: a 30 cm ruler, a round pencil, a stack of identical coins.
Lay the ruler across the pencil with the pencil under the middle. Put 3 coins on one end. How many coins balance them on the other end? Now slide the pencil closer to the 3 coins and try again.
Why: When the fulcrum is closer to the load, the effort arm is longer, so fewer coins balance more. Check: coins × distance from the pencil should be about equal on both sides.
2. Ramp and rubber-band "spring scale"
You need: a small box or toy car, a rubber band, a ruler, a board about 1 m long, a stack of books.
Hook the rubber band to the box and lift it straight up. Measure how far the band stretches. Then make a ramp with the board on the books and pull the box slowly up the ramp. Measure the stretch again, then try a lower ramp.
Why: The band stretches less on the ramp, so you need less force, but you pull it farther. Safety: don't overstretch the band or point it at anyone's face.
3. Cotton-spool pulley
You need: an empty thread spool, a pencil, string, a small paper cup with a few coins, tape.
Slide the spool onto the pencil and have a helper hold both ends of the pencil. Tape the string to the cup, loop it over the spool, and pull down on the free end.
Why: This is a fixed pulley. It takes about the same force as lifting the cup directly, but you pull down to lift up: it changes the direction of the force.
4. Paper screw vs nail
You need: a sheet of paper, scissors, a marker, a pencil, tape, a real screw and nail to look at (an adult should handle them).
Cut a long right triangle from the paper and color its slanted edge. Tape the short side to the pencil and roll the paper around it. The colored edge makes a spiral, like the thread of a screw. Unroll it: it's a ramp.
Why: A nail is pushed straight in with a big force. A screw's thread is a ramp wrapped around a rod, so each small turn moves it in with less force over a longer path.
Quick quiz
Talk about it
- Find three levers in your kitchen. Which class is each one?
- Why do roads up steep mountains zigzag back and forth instead of going straight up?
- If machines don't save work, why do people use them at all?
Sources
- OpenStax, College Physics 2e, 7.1: Work: The Scientific Definition.
- OpenStax, College Physics 2e, 9.5: Simple Machines.
- OpenStax, Physics, 9.3: Simple Machines (mechanical advantage and efficiency).
- OpenStax, College Physics 2e, 9.6: Forces and Torques in Muscles and Joints (the forearm as a lever).
- MacTutor History of Mathematics, Archimedes.
- Wikiquote, Archimedes (the "place to stand" saying, as quoted by Pappus of Alexandria).
Credits: All illustrations on this page are original, hand-coded SVG by Galileo. The share image was drawn in code.