KEVOS® MAKEOS · Mechanics

Screw Jack and Power Screw Design

What torque and lever force raise this load, will the screw self-lock, and are the threads, nut and screw strong enough?

Complete check of a screw jack or power screw with Acme or trapezoidal thread: raising and lowering torque with collar friction, efficiency and self-locking, the force at the lever, nut bearing pressure from the engaged threads, combined direct and torsional stress at the screw root, and Euler buckling of the screw column.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
LoadkNAxial load lifted.
Major diametermmMajor diameter of the screw.
PitchmmThread pitch.
Number of startsNumber of thread starts.
Flank half-angle (15° for Acme/trapezoidal)°Half the thread angle (15° for 29° Acme and 30° trapezoidal threads; 0 for square threads).
Thread friction coefficientThread friction coefficient (about 0.1–0.15 lubricated steel on bronze).
Mean collar diameter (0 = none)mmMean diameter of the thrust collar or bearing face.
Collar friction coefficientCollar friction coefficient (about 0.01 with a thrust ball bearing).
Lever arm lengthmmLength of the lever or handle.
Nut lengthmmLength of thread engaged in the nut.
Allowable thread bearing pressureMPaAllowable bearing pressure between screw and nut threads (low for slow-moving bronze nuts).
Screw yield strengthMPaYield strength of the screw.
Unsupported screw lengthmmUnsupported length of the screw acting as a column.
Effective length factorEffective length factor (2 for a jack with a free top).
Screw modulusGPaElastic modulus of the screw.

Method and formulas

  1. Pitch diameter d₂ ≈ d − p ÷ 2, root d₃ ≈ d − p; lead l = starts × p.
  2. Raise: T = W d₂ ÷ 2 × (l + π μ d₂ sec α) ÷ (π d₂ − μ l sec α) + W μ_c d_c ÷ 2; lower with the signs reversed (handbook jack formulas with collar friction).
  3. Self-locking when π μ d₂ sec α > l; efficiency = W l ÷ 2π T_raise.
  4. Nut pressure = W ÷ (π d₂ (p ÷ 2) n), n = nut length ÷ pitch; root stress by von Mises from W ÷ A₃ and the thread torque; buckling P_cr = π² E I ÷ (K L)².
  5. Example: 20 kN on a Tr40×7 screw needs 128.14 N·m to raise, or 427.15 N on a 300 mm lever.

Limitations

  • Approximate thread diameters; use the thread standard for final dimensions.
  • Static load; wear life of the nut depends on speed and lubrication.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Design a lifting screw or press screw
  • Check a jack for self-locking and lever effort
  • Size the nut length for wear

Who it is for

  • Machine designers
  • Automation engineers
  • Design engineers

What you get

  • Raising and lowering torque, efficiency and lever force
  • Self-locking and nut bearing pressure
  • Screw stress and buckling factor

Interpreting the result

  • A thrust ball bearing at the collar can halve the raising torque.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 171, 2561. Topic reference; no source tables or recommended settings are reproduced.

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Open the Screw Jack and Power Screw Design calculator