Bearings: plain vs rolling; radial vs thrust
A bearing supports a shaft and cuts friction. A plain bearing (bush) is a tube the shaft slides inside on a self-lubricating material like nylon; cheap, for low speeds and light loads. A rolling bearing puts balls or rollers between rings so surfaces roll, cutting friction more for higher speeds and loads. Match the load: radial acts across the shaft; thrust (axial) acts along it, needing a thrust bearing.
Four motions; mechanisms that convert them
Four motions: rotary (a circle), linear (straight, one way), reciprocating (straight back-and-forth, a piston) and oscillating (swinging on a pivot). Mechanisms convert them: crank and slider, rotary<->reciprocating; crankshaft, piston->rotary; rack and pinion, rotary->linear; cam and follower, rotary->reciprocating; eccentric, reciprocating; screw thread, rotary->linear; ratchet and pawl, one-way rotation. Name the input, mechanism and output motion.
Cam/follower/crank terms; stroke = 2 x throw
A cam is a rotating disc that lifts and lowers a follower. The stroke is how far it rises and falls; a dwell is where the cam edge is a constant radius so the follower stays still. For a crank, the throw is the radius to the crank pin, and stroke = 2 x throw. An eccentric is a small crank. For a screw thread the pitch is the advance per turn: a fine (small) pitch gives more force but is slow; a coarse pitch, less force.
Drawn from real examiner reports.
Reciprocating vs oscillating vs rotary
Reciprocating is straight-line back and forth (a piston, a jigsaw). Oscillating is back and forth on a pivot, an arc not a straight line (a pendulum). Rotary is continuous turning; linear is straight, one way. Candidates call a swinging part reciprocating, or a piston rotary. Test: straight line = reciprocating; on a pivot = oscillating.
s23 P42 Q5; w23 P42/P43 Q6
Wrong load controlled, or wrong nylon reason
First, candidates control the wrong load: a bearing for a radial load (across the shaft) when it has a thrust (axial) load along it, or vice versa. Identify the direction first (radial across, thrust along the shaft), then pick a bearing to suit. Second, on why nylon suits a plain bearing, the wanted property is self-lubricating, low friction.
s22 Q11b(iii); w23 P42/P43 Q10a(iii)
No return spring, or dwell misused
Two cam errors. First, candidates omit the spring that keeps the follower pressed on the cam; without it it only falls under gravity and at speed loses contact and bounces, so its motion no longer matches the profile. Second, dwell is misused: it is where the follower stays still because the cam edge is a constant radius, not the point it is highest.
s23 P42 Q11b; w23 P42/P43 Q10a
Ratchet and pawl vs rack and pinion
Candidates mix up a ratchet and pawl with a rack and pinion, claiming it turns rotary into linear motion. It does not. A ratchet is a toothed wheel with a pivoted pawl so it turns one way only, locking against turning back. A rack and pinion changes rotary into linear motion. Rack and pinion changes the motion type; ratchet and pawl controls the direction.
Stroke taken as the throw (2 x dropped)
For a crank and slider the slider stroke = 2 x throw, because the pin swings from one side of the shaft centre to the other -- twice the radius to the pin. Candidates set stroke equal to throw and lose half, or forget to halve and give twice the true throw. Always double the throw for the stroke, halve the stroke for the throw.
Screw VR inverted or circumference forgotten
A screw's velocity ratio is the effort distance round the handle divided by the pitch: VR = effort circumference / pitch. Two slips: putting the pitch on top (pitch / circumference), which inverts it; or forgetting the handle sweeps a circle, so the effort distance is the circumference (2 x pi x handle length), not the bare length. Small pitch means a large VR.
w23 P42/P43 Q10d
Coarse thread gives more force
A wrong belief: that a coarse thread (large pitch) makes a screw more powerful. A screw's velocity ratio is the effort circumference divided by the pitch, so a larger pitch makes the VR smaller, giving less force. A fine thread (small pitch) gives a large VR and more force -- which is why a vice or screw jack uses a fine thread.
Three routines: conversion, bearing, screw
Convert-the-motion: name input, mechanism, output motion. Bearing: give load direction (radial/thrust) and speed, then bearing and property. Screw/crank working: stroke = 2 x throw, advance = pitch x turns, VR = circumference / pitch. Give a unit or ratio.
Use the exact motion word
Motion is marked on the precise word. Decide by the path: a circle = rotary; straight, one way = linear; straight back-and-forth = reciprocating; on a pivot = oscillating. A piston reciprocates; a pendulum oscillates -- not "moves up and down".
Justify a bearing with a fitting property
A bearing mark needs a reason tied to the job. Give the load direction (radial or thrust) and speed, name the bearing, then a property: a rolling bearing because its surfaces roll, low friction at speed; a nylon plain bearing because it is self-lubricating.
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