Question 6 of 6: Twin Acme power screws raising a sluice gate — torque, speed and power (20 marks)
Nivaar worked solution (AI-drafted; not reviewed by a licensed engineer)
Notes on this paper
Paper format. National Exam, May 2019 — 16-Mec-B1 Advanced Machine Design. Open book; 100 marks; 4 pages. Two parts: Part I is compulsory (Problem 1, 10 marks; Problem 2, 30 marks) and candidates answer only three of the four Part II problems (Problems 3–6, 20 marks each). The rubric also states that assumptions must be declared, that any missing data may be assumed provided it is stated, and that every answer must carry a short summary of approach, method and result. All six problems are worked below so that the set functions as a complete study resource; a candidate on exam day would submit Problems 1 and 2 plus any three of Problems 3–6, for 100 marks.
Reference texts.
Budynas & Nisbett, Shigley’s Mechanical Engineering Design, 11th ed. — Ch. 7 (shafts and shaft components, incl. the Rayleigh critical-speed estimate), Ch. 8 (screws, fasteners and the power-screw torque relations), Ch. 12 (lubrication and journal bearings), Ch. 16 (clutches, brakes, couplings and flywheels).
Hibbeler, Mechanics of Materials, 10th ed. — Ch. 6 (shear-force and bending-moment diagrams, bending stress), Ch. 12 (beam deflection by successive integration and by moment-area).
Norton, Machine Design: An Integrated Approach, 6th ed. — Ch. 10 (shaft design and critical speed), Ch. 14 (power screws), Ch. 16 (clutches and brakes; the short-shoe drum-brake model and its self-locking condition).
Juvinall & Marshek, Fundamentals of Machine Component Design, 6th ed. — Ch. 10 (threaded fasteners and power screws), Ch. 13 (lubrication and sliding bearings), Ch. 18 (clutches and brakes).
Boresi & Schmidt, Advanced Mechanics of Materials, 6th ed. — Ch. 4 (yield criteria, plane stress versus plane strain and the constraint effect).
Question 6: Twin Acme power screws raising a sluice gate — torque, speed and power (20 marks)
Given. Two screws share the gate load; the thread geometry comes from the Acme table on page 4 of the paper, whose 3.000 in row reads 2 threads per inch, pitch 0.500 in, pitch diameter 2.750 in:
Given data — screw jack duty and thread geometry
Quantity
Symbol
Value
Gate weight
$W$
50 ton = 100 000 lb (2000 lb per short ton)
Track friction (adds when raising, subtracts when lowering)
—
$\pm$2 ton = $\pm$4000 lb
Number of screws sharing the load
—
2
Nominal screw size, single-threaded Acme
$d$
3.000 in
Threads per inch, from the table
—
2, so $p=0.500$ in
Pitch (mean) diameter, from the table
$d_m$
2.750 in
Thread friction coefficient
$\mu$
0.1
Collar effective diameter and friction
$d_c$, $\mu_c$
5.0 in, 0.03
Acme thread half-angle
$\alpha$
$14.5^\circ$
Gate travel speed
$v$
2 ft/min = 24 in/min
Find. (a) The raising and lowering torque per screw; (b) the screw rotational speed; (c) the motor power per screw for raising.
Problem 6 — the sluice gate carried on two identical single-threaded Acme screws, each driven through a collar thrust bearing by its own motor.
Approach. Work out the axial load carried by one screw in each direction of travel, take the lead from the thread table, apply the Acme power-screw torque relations with the thread half-angle correction, add the collar friction torque separately, then get the speed from the lead and the travel rate and the power from raising torque times angular velocity.
Axial load on one screw, each direction. Track friction opposes motion, so it adds to the load being lifted and subtracts from the load being lowered. Sharing equally between the two screws:
$$F_{\text{raise}}=\frac{100\,000+4000}{2}=52\,000\ \text{lb}\ \left(26\ \text{ton}\right),\qquad F_{\text{lower}}=\frac{100\,000-4000}{2}=48\,000\ \text{lb}\ \left(24\ \text{ton}\right)$$
Equal sharing assumes the two screws are driven in synchronism and the gate stays square in its guides; a jammed or mistimed gate would load one screw far more heavily, which is why such installations use a mechanical tie shaft or electrically synchronised drives.
Thread geometry from the table. Single-threaded means the lead equals the pitch, and the 3.000 in Acme row gives 2 threads per inch:
$$p=\frac{1}{2}=0.500\ \text{in},\qquad l=p=0.500\ \text{in},\qquad d_m=2.750\ \text{in}$$
The tabulated pitch diameter is consistent with $d_m=d-p/2=3.000-0.250=2.750$ in, a useful check that the right table row has been read. The lead angle is
$$\lambda=\arctan\frac{l}{\pi d_m}=\arctan\frac{0.500}{\pi\left(2.750\right)}=3.31^\circ$$
so this is a shallow, high-mechanical-advantage screw.
The Acme half-angle correction. On a square thread the normal force is purely axial, but an Acme thread is flanked at $\alpha=14.5^\circ$, so the normal force is inclined and the friction force it generates is larger by $1/\cos\alpha$:
$$\sec\alpha=\frac{1}{\cos14.5^\circ}=1.0326$$
The recurring friction group in both torque expressions is therefore
$$\pi\mu d_m\sec\alpha=\pi\left(0.1\right)\left(2.750\right)\left(1.0326\right)=0.8921\ \text{in}$$
Raising torque per screw. The thread torque plus the collar torque:
$$T_R=\frac{F\,d_m}{2}\!\left[\frac{l+\pi\mu d_m\sec\alpha}{\pi d_m-\mu l\sec\alpha}\right]+\frac{F\mu_cd_c}{2}$$
$$T_{R,\text{thread}}=\frac{52\,000\left(2.750\right)}{2}\left[\frac{0.500+0.8921}{\pi\left(2.750\right)-0.1\left(0.500\right)\left(1.0326\right)}\right]=71\,500\left[\frac{1.3921}{8.5878}\right]=11\,591\ \text{lb}\cdot\text{in}$$
$$T_{R,\text{collar}}=\frac{52\,000\left(0.03\right)\left(5.0\right)}{2}=3900\ \text{lb}\cdot\text{in}$$
$$\boxed{\ T_R=11\,591+3900=15\,491\ \text{lb}\cdot\text{in}=1291\ \text{lb}\cdot\text{ft}\ \left(1750\ \text{N}\cdot\text{m}\right)\ }$$
The collar accounts for a quarter of the total even at $\mu_c=0.03$, purely because its 5 in effective diameter is nearly twice the thread’s mean diameter — a plain bronze collar at $\mu_c=0.15$ would add 19 500 lb$\cdot$in and more than double the torque, which is exactly why roller thrust bearings are specified.
Lowering torque per screw. Lowering reverses the direction of the thread-friction term while the collar term, which depends only on the magnitude of the thrust, keeps its sign:
$$T_L=\frac{F\,d_m}{2}\!\left[\frac{\pi\mu d_m\sec\alpha-l}{\pi d_m+\mu l\sec\alpha}\right]+\frac{F\mu_cd_c}{2}$$
$$T_{L,\text{thread}}=\frac{48\,000\left(2.750\right)}{2}\left[\frac{0.8921-0.500}{8.6394+0.0516}\right]=66\,000\left[\frac{0.3921}{8.6910}\right]=2978\ \text{lb}\cdot\text{in}$$
$$T_{L,\text{collar}}=\frac{48\,000\left(0.03\right)\left(5.0\right)}{2}=3600\ \text{lb}\cdot\text{in}$$
$$\boxed{\ T_L=2978+3600=6578\ \text{lb}\cdot\text{in}=548\ \text{lb}\cdot\text{ft}\ \left(743\ \text{N}\cdot\text{m}\right)\ }$$
Confirm the screws are self-locking. The bracketed thread term for lowering came out positive, which is the algebraic signature of self-locking: torque must be supplied to bring the gate down, so the gate cannot run away under its own weight. The direct test is
$$\pi\mu d_m\sec\alpha=0.8921\ \text{in}\ \gt\ l=0.500\ \text{in}\qquad\text{(equivalently }\mu\sec\alpha=0.1033\gt\tan\lambda=0.0579\text{)}$$
so the screws hold the gate at any position with the motors de-energised and no separate holding brake is needed — an important safety property for a dam gate. The thread efficiency when raising is correspondingly low:
$$\eta=\frac{Fl}{2\pi T_R}=\frac{52\,000\left(0.500\right)}{2\pi\left(15\,491\right)}=26.7\ \%$$
which is normal and indeed necessary for a self-locking screw: any screw with $\eta$ above 50 % will overhaul.
Rotational speed. One turn advances the nut by one lead, so
$$n=\frac{v}{l}=\frac{24\ \text{in/min}}{0.500\ \text{in/rev}}=\boxed{\ 48\ \text{rev/min}\ }$$
This is slow enough to be reached with a worm or helical gearbox from a standard 1750 rev/min motor at a ratio of about 36:1.
Motor power per screw for raising. Using the customary US horsepower relation with torque in lb$\cdot$in and speed in rev/min:
$$\text{hp}=\frac{T_Rn}{63\,025}=\frac{15\,491\times48}{63\,025}=\boxed{\ 11.8\ \text{hp per screw}\ \left(8.8\ \text{kW}\right)\ }$$
Cross-checking from first principles, $\omega=2\pi\left(48\right)/60=5.027$ rad/s and $T_R\omega=15\,491\times5.027/12=6489\ \text{ft}\cdot\text{lb/s}$, which divided by 550 gives 11.8 hp — the same figure. Total installed shaft power is therefore about 23.6 hp for the pair, before gearbox losses and motor service factor; specifying two 15 hp motors would leave sensible margin for starting the gate from rest and for a partially silted track.
Check: assumptions declared. (i) “Ton” is taken as the US short ton of 2000 lb, consistent with the paper’s imperial thread table; a metric tonne would raise all torques by 10 %. (ii) The two screws share the load equally, which requires synchronised drives. (iii) The Acme thread half-angle is the standard $14.5^\circ$ (thread angle $29^\circ$), not stated in the question but universal for Acme. (iv) The stated 2 ton track friction is treated as the total for the gate, i.e. 2000 lb per screw, and is assumed independent of gate position. (v) The quoted horsepower is the steady-lift requirement at constant speed; the motor must also accelerate the gate and overcome any breakaway stiction, so the installed rating should exceed it. (vi) Column buckling of the 3 in screw in compression, and the thread bearing pressure, have not been checked here; on a real gate hoist both would be verified, and screws in a lifting (tension) arrangement avoid the buckling question entirely.