Game plan 2 · Unit 4 Topic 2

Machines and mechanisms

Levers, pulleys, screws, gears, belts and worms, and the mechanical advantage, velocity ratio and efficiency that connect them.

Reach for it when

Something turns an effort into a load. It might be a lever, a pulley system, a screw, a gear pair or gear train, a belt drive, a worm and wheel, or a rack and pinion.

Machines give you more multiple choice questions than any other topic. In 2025, three of the first four Section 3 questions were machine questions (Q17, Q18 and Q20).

Part 1

One chain for every machine

Every machine calculation runs the same chain of five steps. Only the first step depends on which machine it is. Once you have the velocity ratio, a pulley and a worm drive are worked exactly the same way.

Ask this first

“Which link in the chain is missing?”

The question gives you the effort

Run the chain forwards: velocity ratio, then MA, then the load force, then distances, work and power. 2025 Q18 gives a 20 N effort and asks for the load force.

The question gives you the load

Run the same chain backwards: velocity ratio, then MA, then the effort. 2025 Q17 gives a 500 N load and asks for the effort.

Most Section 3 machine questions are this chain with two of the five links hidden. Mark the links the question gives you, then work towards the one it wants.

Then

Which game plan?

Stop at the first yes.

  1. 1Does Section 2 ask you to explain MA, VR or work through a named machine, with a sketch? → Game plan 2.4
  2. 2Are two or more drives joined in a row, or two machines working in series? → Game plan 2.2
  3. 3Does a wheel, drum or shaft turn while the question wants a distance or a number of turns? → Game plan 2.3
  4. 4Is it one machine, and the question wants a force, a distance, work or power? → Game plan 2.1

Part 2

The four game plans

Each one feeds the next. Game plans 2.2 and 2.3 produce the ratio and the distances that Game plan 2.1 needs, and Game plan 2.1 hands work and power over to Game plan 3.

Game plan 2.1

The machine chain

One machine, and the question wants a force, a distance, work or power.

  1. 1Read the velocity ratio from the geometry. This is the only step that changes with the machine. The six recipes are in Part 3.
  2. 2Find the mechanical advantage with $\text{MA} = \eta \times \text{VR}$, using $\eta$ as a decimal. At 100% efficiency, write the sentence “MA = VR when 100% efficient”. It earns its own mark.
  3. 3Find the missing force with $F_L = \text{MA} \times F_E$, or $F_E = F_L \div \text{MA}$.
  4. 4Find the missing distance with $d_E = \text{VR} \times d_L$. Convert millimetres to metres first, if you have not already.
  5. 5Find the work with $W = Fs$, using a force and a distance from the same side of the machine. Then $P = W \div t$. From here Game plan 3 takes over.
Game plan 2.2

Gear trains and compound machines

Two or more gear pairs or belts in a row, or one machine driving another.

  1. 1Find the ratio of each stage on its own, driven over driver.
  2. 2Multiply the stage ratios: $\text{VR}_{\text{total} } = \text{VR}_1 \times \text{VR}_2 \times \dots$ An idler gear reverses the direction but leaves the overall ratio unchanged.
  3. 3Multiply the stage efficiencies: $\eta_{\text{total} } = \eta_1 \times \eta_2$. Two stages at 90% and 80% give $0.9 \times 0.8 = 0.72$, which is 72%.
  4. 4Run Game plan 2.1 with the overall VR and the overall efficiency.

The overall efficiency is lower than either stage, and it is never the average of the two. 2020 Q20b turns on this. Neither multiplying rule is in the formula book.

Game plan 2.3

Turns, distance and the drive between them

A wheel, drum or shaft turns, and the question wants a distance or a number of revolutions.

  1. 1Find the circumference of the wheel or drum in metres, $\pi d$ or $2\pi r$. Check the diagram to see whether you were given a diameter or a radius.
  2. 2One revolution moves the load by one circumference, so $\text{revolutions} = \text{distance} \div \pi d$.
  3. 3Cross the drive to the other shaft. Multiply or divide by the ratio, depending on which way you are travelling.
  4. 4Check the direction of your answer. When the ratio is above 1, the driver turns more times than the driven.

In 2021 Q22b a 500 mm drum has $\pi d = 1.571\ \text{m}$, so lifting 2 m takes $2 \div 1.571 = 1.27$ drum revolutions. The motor drives a 15-tooth gear and the drum carries a 100-tooth gear, so the motor turns $\frac{100}{15} \times 1.27 = 8.5$ times.

Game plan 2.4

Explaining a machine with a sketch

Section 2 asks you to explain MA, VR or work through a named machine.

  1. 1Name the machine and the part that gives it its advantage, such as the fulcrum of a crowbar or the two gears of a bicycle.
  2. 2Sketch it. Label the effort force and the load force, or the effort distance and the load distance. Marking the fulcrum or axle and drawing arrows that show direction are good practice, but no mark guide has given them a mark of their own.
  3. 3Write a sentence saying how the machine reduces the effort force needed to move the load, and what increases that effect, such as a longer effort arm or more ropes supporting the load.
  4. 4Define VR in words as the distance moved by the effort divided by the distance moved by the load.
  5. 5Answer the rest of the question in its own terms. When 2023 Q12 asked about work done on the pedals, the marks went to saying the work stays the same because a smaller force moves through a greater distance.

The split of marks has changed from year to year. In the 2024 crowbar question, three of the four marks were for the wording and one was for the sketch. In the 2022 pulley question, the sketch carried three of the five marks. Learn the definitions and draw a fully labelled sketch.

Go to Game plan 7 for the response shape before you write this one.

QCAA’s 2025 syllabus revision report lists the definition of MA and VR as reduced subject matter in Unit 4. Expect fewer marks for the definitions, but make sure you can write them.

Part 3

Reading the velocity ratio from the diagram

There are six geometries and six ways to read the velocity ratio. Everything after this step is the same for all of them.

The pulley has four ropes supporting the load, so VR = 4. The effort rope leaving the last fixed pulley is not counted.

Lever

VR = effort arm ÷ load arm, both measured from the fulcrum.

First order has the fulcrum in the middle, second order the load, third order the effort. A third-order lever always has $\text{MA} < 1$.

Pulley

VR = the number of rope segments supporting the load.

The effort rope leaving the system does not count unless it pulls up on the load block. This rule is not in the formula book.

Screw

VR = $2\pi r \div P$

Where there is a handle or lever arm, $r$ is its radius. In 2023 Q17 a motor turned the rod directly, and QCAA used the rod’s own circumference, $\pi \times 30$ mm.

Spur gears

VR = teeth (or diameter) on the driven gear ÷ the driver.

The two gears turn opposite ways.

Belt drive

VR = driven diameter ÷ driver diameter, or input speed ÷ output speed.

An open belt turns both pulleys the same way. A crossed belt reverses the driven pulley.

Worm and wheel

VR = teeth on the wheel ÷ starts on the worm.

The formula book’s gear formula divides by the number of teeth on the driver gear, and for a worm that means its number of starts. That translation is not in the book. It was examined twice in 2020, in MC Q1 and Q20.

Count the starts, not the turns

2020 multiple choice Q1 shows a worm with three visible thread loops meshing with an 18-tooth wheel. It is a single-start worm, so the ratio is 18:1. Option D was 18:3, which is what you get by counting the loops.

A single-thread worm has one start and a double-threaded worm has two. Q20 of the same paper used a 40-tooth wheel and a double-threaded worm, so $\text{VR} = 40 \div 2 = 20$.

Driver and driven, radius and diameter

The driver is the part that turns first, such as the motor, the pedals or your hand. The driven part receives the drive, such as the wheel, the drum or the output shaft. Swap them and your ratio inverts.

Check each dimension arrow before you read its number. A double-headed arrow spanning the pulley is a diameter. A single arrow from the centre dot is a radius. 2023 multiple choice Q4 gave a 200 mm diameter on the driver, drawn between two dashed tangent lines, and a 250 mm radius on the driven pulley.

Two of the wrong options in that question (0.80 and 1.25) are what you get by treating both as diameters. The third (0.40) is the right ratio upside down. Convert both to diameters before you divide.

A VR below 1 is not an error

A winch has a small driver turning a large driven gear. Its VR is above 1, so the output turns slower with more force. That suits lifting.

A bicycle in a high gear has a large driver at the pedals turning a small driven gear at the wheel. Its VR is below 1, so the wheel turns faster with less force. That suits speed.

2023 Q18 gives $\text{GR} = 8 \div 32 = 0.25$, and that is correct. Do not “fix” a ratio because it comes out below 1.

Part 4

Two worked chains and the traps around them

Both of these are Game plan 2.1 run from start to finish. The first runs the chain forwards from the effort. The second starts from the turns of a screw.

2025 Q18 · Bottle opener · 4 marks

An effort of 20 N lifts the cap 2.5 mm. The opener has a VR of 16 and is 90% efficient.

(a) Load force. $\text{MA} = 0.90 \times 16 = 14.4$, so $F_L = 14.4 \times 20 = 288\ \text{N}$.

(b) Work done on the opener. $d_E = 16 \times 2.5 = 40\ \text{mm} = 0.04\ \text{m}$, so $W = 20 \times 0.04 = 0.8\ \text{J}$.

You can check (b) from the load side. The useful output is $288 \times 0.0025 = 0.72\ \text{J}$, and $0.72 \div 0.90 = 0.8\ \text{J}$ of input. The mark guide accepts both routes, and they must agree.

2024 Q18 · Screw jack · 5 marks

An effort of 120 N on a 300 mm lever arm, applied for 180 s, raises an object 150 mm. The pitch is 12 mm.

Turns. Each turn raises the object one pitch, so $150 \div 12 = 12.5$ turns.

Effort distance. The end of the arm goes round once per turn, so $d_E = 12.5 \times 2\pi \times 0.3 = 23.56\ \text{m}$.

Work. $W = 120 \times 23.56 = 2827.2\ \text{J}$

Power. $P = 2827.2 \div 180 = 15.71\ \text{W}$

The stem asks for no particular precision, but the mark guide gives 15.71 W and accepts 15.7 to 15.73 W.

The traps that cost whole questions

Read what rises per turn. 2022 multiple choice Q4 gave a scissor jack with a 2.5 mm pitch and a 100 mm handle. The question tells you the vehicle rises 5 mm per revolution of the handle, so use 5 mm: $\text{VR} = 2\pi(100) \div 5 = 126$. Using the pitch gives 251, which is one of the wrong options.

Match each force to its own distance. Use the effort force with the effort distance, or the load force with the load distance. Mixing them makes your answer wrong by a factor of the VR.

Work done on the machine is on the effort side. 2025 Q18b gives the distance the load moves, so you multiply by the VR before anything else.

Convert units once, at the start. 2024 Q18 arrives in millimetres and wants metres, joules and watts. The mark guide gives a separate mark for converting the radius from millimetres to metres.

Part 5

What the formula book gives you

Supplied

  • •$\text{MA} = \frac{F_L}{F_E}$ and $\text{VR} = \frac{d_E}{d_L}$
  • •VR for screws = circumference ÷ pitch
  • •Belt VR by the radius, diameter or circumference of the driven pulley over the driver, or by input speed ÷ output speed
  • •Gear GR or VR by radius, diameter, circumference or teeth (driven over driver), or by angular movement (driver over driven)
  • •$\eta = \frac{\text{MA} }{\text{VR} } \times 100\%$
  • •$W = Fs$ and $P = \frac{W}{t}$

Not supplied

  • •Pulley VR by counting the supporting ropes. The syllabus names it, but there is no formula.
  • •The lever orders, and the four types of motion: linear, rotary, reciprocating and oscillating.
  • •Worm VR as wheel teeth ÷ worm starts.
  • •Circumference $= \pi d = 2\pi r$, and the fact that one revolution moves a load by one circumference.
  • •Ratios multiply through a train, and efficiencies multiply in series.
  • •$\text{MA} = \eta \times \text{VR}$ with $\eta$ as a decimal. The book gives $\eta = \frac{\text{MA} }{\text{VR} } \times 100\%$, so if you substitute 80 instead of 0.80 your MA comes out 100 times too big.

None of the ratio formulas for gears, belts or screws was in the 2019 book that every past paper was sat with. The gear and belt formulas came in with the 2025 syllabus revision, and the screw formula in v1.4. The past papers make it look as if you have more to memorise than you will in 2026.

The two gear formulas are inverses of each other

The book prints the gear ratio twice. By teeth, radius, diameter or circumference it is driven ÷ driver. By angular movement it is driver ÷ driven. Check which one you are reading before you divide.

Part 6

Common QCAA language for machines

The QCAA reuses the same phrases in machine questions. Each one tells you which move to make next.

You see thisThe move it demands
“Identify the velocity ratio”Read it off the geometry. For a pulley, count the supporting ropes. It is worth one mark and needs no working.
“Assume the system is 100% efficient”Write “MA = VR when 100% efficient”. The 2025 subject report asks for this to be written down rather than left implied.
“… is 80% efficient”Find $\text{MA} = \eta \times \text{VR}$ first, then the force. Do not apply the efficiency to the force directly.
“Calculate the effort required”$F_E = F_L \div \text{MA}$. Get MA from the efficiency step first.
“… to raise an object 150 mm”You have $d_L$ and probably need $d_E = \text{VR} \times d_L$. Convert to metres now.
“… raised 5 mm during one revolution of the handle”Use the stated rise in place of the pitch in $2\pi r \div P$.
“… the number of motor revolutions required”Divide the distance by $\pi d$ for the drum, then cross the drive with the gear ratio.
“Explain … using the concepts of mechanical advantage and velocity ratio”This is Section 2. Use Game plan 2.4 and Game plan 7. Define MA and VR in words and label the sketch.

Wording quoted from past QCAA Engineering external assessments is © State of Queensland (QCAA), licensed under CC BY 4.0. Tangent Tuition is not affiliated with the QCAA.