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.
Answer key
Attempt the practice first. When you're ready to check, expand the answers below.
Show the full answer key
Year 7 answers
Tier 1: recall and identify
- Lever, inclined plane, wedge, screw, pulley, wheel and axle.
- .
- Fulcrum: the wheel at the front. Effort: handles (lifted by person). Load: weight of material in tray. Class 2 (load between fulcrum and effort).
- The ratio of the load force to the effort force — how many times the machine multiplies your effort.
- .
- N.
- N.
- Tweezers, fishing rod, human forearm lifting a weight, a broom.
- Direction only.
- An inclined plane.
Tier 2: explain and reason
- A ramp lets you apply a smaller force over a longer distance. The work done (force × distance) is about the same either way, but the smaller force is achievable by one person.
- The lever rule can be rearranged to . For (that is, MA > 1), the denominator must be larger, so .
- MA = 3 means the effort is of the load. In return, the rope pulled is times the distance the load moves.
- The lever rule requires . If the weights are fixed, a heavier load must sit at a shorter distance from the fulcrum to balance the lighter person at a longer distance.
- Friction at the fulcrum, along ramps, and in pulley bearings converts some of the input work to heat. Real MA is always slightly less than ideal MA.
- The nail is the load, the hammer’s head is the fulcrum, and your hand on the handle applies the effort. The long handle and short claw give a large effort arm : load arm ratio — high MA.
Tier 3: apply to a novel context
- Weights: N and N. Let be distance for the kg child. m. But the see-saw is only m long with the fulcrum in the middle — m each side. So balance is impossible unless the fulcrum is moved. (Good — forces students to notice infeasibility.)
- Ideal: work in = work out. m.
- Effort: N. Rope pulled: m.
- Class 2 lever — the load (nut) is between the fulcrum (hinge) and the effort (hands).
Challenge
- Low gear (small front ring + large rear ring) gives a high MA: your pedal force at the chain is multiplied at the wheel, so climbing a hill needs less effort per pedal stroke, but you pedal more times for each wheel turn. High gear is the reverse: less force multiplication but the wheel turns further per pedal stroke — useful at speed on flat roads.
- Yes — balance depends only on torque ratio, not absolute distances. . It still balances.
- Ideal effort: N. With loss, work in = J / J. Actual effort N. Efficiency = .
- Pulley systems scale well with large MA in a small footprint and are safer than levers for tall buildings. Crane levers require long rigid arms and huge counterweights. Pulleys also allow workers to stand safely away from the load. Trade-offs: pulleys can jam, need strong ropes, and have more friction; cranes lift faster.
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