What you will learn
- the six simple machines and how each alters force,
- the lever rule and the three classes of lever,
- why a pulley can halve the effort needed to lift a load,
- how an inclined plane trades distance for a smaller force,
- mechanical advantage and why no simple machine is efficient.
A crate weighs N. You use a m crowbar and place the pivot (fulcrum) m from the crate. How much force do you need at the far end?
- The lever rule: load arm × load force = effort arm × effort force. .
- Load arm m. Effort arm m.
- .
- N.
You only need about N — roughly the weight of a kg bag — to lift a kg crate.
Key idea: the longer the effort arm compared to the load arm, the smaller the effort force needed. But you have to move the effort end further.
1. The six simple machines
- Lever — a rigid bar that pivots around a fulcrum.
- Inclined plane — a ramp; a flat surface tilted at an angle.
- Wedge — a double-inclined plane that splits or separates things (axe, knife).
- Screw — an inclined plane wrapped around a cylinder.
- Pulley — a wheel with a grooved rim carrying a rope.
- Wheel and axle — a large wheel attached to a small axle.
Every complicated machine (a bicycle, a crane, a piano) is built from combinations of these.
2. Levers and the lever rule
Lever rule
= load force, = distance from load to fulcrum, = effort force, = distance from effort to fulcrum.
Three classes of lever:
- Class 1 — fulcrum in the middle. Examples: see-saw, crowbar, scissors.
- Class 2 — load in the middle. Examples: wheelbarrow, bottle-opener.
- Class 3 — effort in the middle. Examples: tweezers, fishing rod, human forearm.
A kg child sits m from the fulcrum. Where should a kg child sit to balance?
- Weights: N and N.
- Balance: .
- m.
The heavier child must sit closer to the fulcrum.
3. Mechanical advantage
Mechanical advantage (MA) measures how many times a machine multiplies your effort.
An MA of means you can lift a N load with only N of effort.
In the crowbar worked example above, load was N and effort was about N.
The crowbar multiplied the effort by about times.
4. Inclined planes and wedges
A ramp lets you trade force for distance. A m ramp rising m in height moves m of distance for every m of lift — and needs about a third of the vertical lifting force.
A N barrel must be lifted onto a truck m high. A ramp of length m is used.
- Work done lifting straight up: J.
- Pushing along the ramp, same work done over m (in an ideal ramp): force N.
- MA .
You push with one-third of the direct force, but move three times the distance.
Key idea: a machine never reduces the work required (in the ideal case). It only changes the balance between force and distance.
A wedge is a moving inclined plane — axes and knives use wedges to split wood or food.
5. Pulleys
A single fixed pulley changes the direction of a force but not the size. Using two ropes to support a load (a movable pulley system) halves the effort force — but you must pull twice as much rope.
A single fixed pulley is used to lift a N bucket from a well. You pull down on the rope.
- Effort needed: N (same as the weight).
- Direction: you pull downward; the bucket goes upward.
Now with two ropes supporting the bucket (block and tackle):
- Each rope supports half the weight, so effort N.
- You must pull m of rope for every m the bucket rises.
- MA .
Key idea: pulleys can change direction, size, or both — depending on how the ropes are configured.
6. Wheel and axle; screws
A wheel and axle (e.g. a tap or a doorknob) uses a large wheel turned by a small force to turn a small axle with a larger force. The larger the wheel vs the axle, the bigger the mechanical advantage.
A screw is an inclined plane wrapped around a cylinder. Turning the screw converts a rotation (a small force over many turns) into a powerful forward push through wood or metal.
Practice: Year 7
Tier 1: recall and identify
- Name the six simple machines.
- State the lever rule in symbols.
- For a wheelbarrow, identify: fulcrum, effort, load. Which class of lever is it?
- What is mechanical advantage?
- A force of N lifts a N load. Find the MA.
- A lever has load N at m from the fulcrum, effort applied at m. Find the effort force.
- A ramp m long is used to lift a N box m high. What force is needed, ideally?
- Give an everyday example of a class-3 lever.
- What does a single fixed pulley change: direction, size, or both?
- A screw is equivalent to what other simple machine wrapped around a cylinder?
Tier 2: explain and reason
- Explain why pushing a kg piano up a ramp is easier than lifting it straight up.
- Why must the effort arm of a lever be longer than the load arm to give MA greater than ?
- A pulley system has MA . Explain what that means for the effort force and the length of rope pulled.
- Two people sit on a see-saw. Explain why the heavier person moves closer to the fulcrum to balance.
- Why is no simple machine efficient in the real world?
- A carpenter uses the claw end of a hammer to pull out a nail. Explain how this works as a lever.
Tier 3: apply to a novel context
- A kg child sits at one end of a m see-saw with the fulcrum in the middle. Where should a kg child sit to balance?
- A ramp is used to roll a N barrel into a truck m high. If the effort needed is N (ideal), how long is the ramp?
- A block and tackle has MA and is used to lift a N load m. What force is needed? How much rope is pulled?
- A nutcracker has its hinge at one end, nut in the middle, and hands at the other end. Which class of lever is it? Explain.
Challenge
Harder reasoning
- A bicycle uses gears — a variable wheel-and-axle system. Explain why a low gear is chosen for climbing a hill and a high gear for flat roads, using the idea of trading force for distance.
- A m lever with fulcrum in the middle balances a N weight on one end with a N weight on the other. A student slides both weights to within m of the fulcrum (on opposite sides). Does the lever still balance? Justify.
- A real ramp has friction that absorbs of the work. A N box is lifted m using a m ramp. Calculate the ideal effort, the actual effort, and the efficiency.
- Pulleys used in construction can have MA of or more. Explain why workers do not simply use a crane (lever system) instead, and what trade-offs matter on a real building site.