MTBuilder AcademyLearn it. Test it. Build it.
Forces & mechanismsLesson 18 of 48
Practice55 minutes2 project connections

Torque, speed, and gearing

Select a gear ratio from load torque and speed instead of treating a gearbox as a free strength multiplier.

After this lesson, you can
  • Convert a tangential load into shaft torque and reflect speed and torque through an ideal gear ratio.
  • Choose a preliminary ratio while reserving margin for loss, acceleration, and motor limits.
ReadPracticedBench demonstrated
01

Understand

The working idea

Twisting effort is torque. A screwdriver, bicycle crank, toy-car wheel, and vacuum blower shaft all trade force at a radius for rotation. For a force perpendicular to a lever, τ = rF. More generally, τ = |r × F| = rF sin θ. Torque uses newton-metres; angular speed uses radians per second. Mechanical power connects them: P = τω.

For two meshing ideal gears, tooth pitch makes tangential speeds equal. Define reduction ratio G = ω_in/ω_out. Then ω_out = ω_in/G and τ_out = Gτ_in. Real gearboxes lose power, so τ_out ≈ ηGτ_in, where efficiency η is below one. The motor also needs torque to accelerate inertia: τ = Iα. A 10:1 reducer may offer roughly ten times stall torque at one-tenth no-load speed, but it does not create energy.

Start ratio selection from the output. Convert the required push or lift to torque, add allowance for friction and acceleration, then compare the reflected demand with the motor's usable operating region—not merely stall torque. For a toy car, wheel radius converts tractive force into axle torque, while desired vehicle speed converts to wheel rpm. Those two constraints bound the gear ratio. This is the build decision: choose a ratio that satisfies both with margin, or change wheel size or motor rather than forcing an impossible compromise.

Common failure modes are mixing rpm with rad/s, using diameter where radius belongs, and designing at stall. At stall, speed and mechanical output power are zero and heating is severe. Backlash also means direction changes can move the motor briefly without moving the load. The optional DC-motor simulation is a bounded linear torque-speed and gearbox model; it omits temperature, nonlinear friction, tooth compliance, and controller current limits.

02

Follow the reasoning

Worked example

A 65 mm diameter toy-car wheel must deliver 6.0 N of tractive force at 0.50 m/s. A motor runs at 3000 rpm at the chosen load point. Estimate ideal ratio, wheel torque, and motor torque with 80% gearbox efficiency.

  1. 1

    Wheel radius is 0.0325 m, so required wheel torque is 6.0 N × 0.0325 m = 0.195 N·m.

  2. 2

    Wheel angular speed is v/r = 0.50 m/s ÷ 0.0325 m = 15.38 rad/s = 147 rpm.

  3. 3

    Required reduction is G = 3000 rpm ÷ 147 rpm = 20.4:1.

  4. 4

    From τ_out = ηGτ_in, motor torque is 0.195 N·m ÷ (0.80 × 20.4) = 0.0119 N·m.

Result

A preliminary 20:1 reducer needs about 11.9 mN·m motor torque at the selected operating point.

Sanity checkInput mechanical power is about 0.0119 N·m × 314 rad/s = 3.74 W; 80% gives 2.99 W, matching output power 6.0 N × 0.50 m/s = 3.0 W.

03

Try it yourself

Independent check

An ideal 4:1 reduction is added between a motor and wheel. Ignoring inertia, what changes at the wheel?
04

Move to the bench

Measure the force-speed tradeoff of two pulley ratios and locate backlash or slip.

Gather
  • Low-voltage geared motor or hand crank
  • Two pulley sizes
  • String
  • Small masses
  • Ruler
  • Phone stopwatch

Experiment

  1. With power disconnected, assemble a large-to-small and small-to-large pulley arrangement; measure effective radii.
  2. For each arrangement, predict line travel per input revolution and the ideal hanging force ratio.
  3. Use a hand crank, or a current-limited low-voltage motor within its rating, to lift a small mass through 0.30 m and time the lift.
  4. Deliberate fault: loosen one pulley set screw slightly; diagnose slip from shaft motion without proportional line travel, then retighten unpowered.

Observe

  • Expected: the higher reduction lifts more slowly with greater available line force.
  • Measure: actual lift time, supported mass, input turns, and lost motion; do not report the ideal ratio as measured efficiency.
Transfer it

Choose a wheel diameter and preliminary ratio for a desk robot that must climb a 10 mm cable ramp without exceeding a stated speed.

Limits and cautions
  • Use only small masses and low voltage; disconnect power before touching pulleys or set screws.
05

Keep evidence

Bench note

Record what you expected, what you actually measured or observed, and one difference worth investigating. This is self-reported evidence, not a certification.

0 / 5,000A bench demonstration needs a concrete note of at least 20 characters.
Terms in this lessonBrowse the advanced glossary

Sources and further reading

  1. MIT OpenCourseWare: Design and Manufacturing I
  2. Modern Robotics