Tuesday, October 9, 2012

Self-locking property



Self-locking property

The large frictional forces due to the large area of sliding contact between the threads cause most screws to be "self-locking", also called "non-reciprocal" or "non-overhauling". This means that applying a torque to the shaft will cause it to turn, but no amount of axial load force against the shaft will cause it to turn back the other way, even if the applied torque is zero. This is in contrast to some other simple machines which are "reciprocal" or "non locking" which means if the load force is great enough they will move backwards or "overhaul". Thus, the machine can be used in either direction. For example, in a lever, if the force on the load end is too large it will move backwards, doing work on the applied force. Most screws are designed to be self-locking, and in the absence of torque on the shaft will stay at whatever position they are left. However, some screw mechanisms with a large enough pitch and good lubrication are not self-locking and will overhaul, and a very few, such as a push drill, use the screw in this "backwards" sense, applying axial force to the shaft to turn the screw.

This self-locking property is one reason for the very large use of the screw in threaded fasteners such as wood screws, sheet metal screws, studs and bolts. Tightening the fastener by turning it puts compression force on the materials or parts being fastened together, but no amount of force from the parts will cause the screw to untighten. This property is also the basis for the use of screws in screw top container lids, vises, C-clamps, and screw jacks. A heavy object can be raised by turning the jack shaft, but when the shaft is released it will stay at whatever height it is raised to.
A screw will be self-locking if and only if its efficiency \eta \, is below 50%.
\eta = \frac {F_{out}/F_{in}}{d_{in}/d_{out}} = \frac {F_{out}}{F_{in}} \frac {l} {2 \pi r} < 0.50   \,
Whether a screw is self-locking depends on the pitch angle and the coefficient of friction of the threads; very well-lubricated, low friction threads with a large enough pitch may "overhaul".

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