BIZOMAT MAKEOS · Mechanics

Power Screw Raise and Lower Torque

What torque raises and lowers this load with a screw jack or lead screw, including collar friction?

Torque to raise and to lower a load with a square, Acme or trapezoidal power screw, including thrust-collar friction, with efficiency and self-locking.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Axial loadNLoad to raise or lower.
Mean (pitch) diameter of threadmmMean thread diameter = nominal − pitch ÷ 2 (approximately).
LeadmmAxial advance per turn (pitch × starts).
Thread formchoiceThread profile.
Thread friction coefficientThread friction for the materials and lubrication (about 0.1–0.15 lubricated steel on bronze).
Mean collar diameter (0 = thrust bearing ignored)mmMean diameter of the thrust collar or washer; 0 if a rolling bearing makes collar friction negligible.
Collar friction coefficientFriction coefficient at the collar.

What each input means

Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.

What this means: Axial load
Illustration: Axial loadA block with an arrow pushing on it; the arrow is the force Axial load.FExample: 20000 NAxial load
What it is
The axial load the screw must raise or lower, acting along the screw axis.
Units and format
Enter a number in N: newtons. The form accepts 0.000001 N or more. Required: the tool does not calculate until every input is valid.
Example
The form opens with 20000 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Both torques rise in direct proportion.
Get it right
Include the weight of any carriage or platform moved with the load.
What this means: Mean (pitch) diameter of thread
Illustration: Mean (pitch) diameter of threadA screw-thread profile with crests and roots, the pitch from crest to crest and the major and minor diameters, for Mean (pitch) diameter of thread.pitchmajorminordmExample: 30 mmMean (pitch) diameter of thread
What it is
The mean, or pitch, diameter of the screw thread, roughly halfway between the major and minor diameters, from thread tables.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 10000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 30 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger mean diameter raises the friction torque.
Get it right
Use the pitch diameter, not the nominal or major diameter.
What this means: Lead
Illustration: LeadA screw-thread profile with crests and roots, the pitch from crest to crest and the major and minor diameters, for Lead.pitchmajorminorLExample: 6 mmLead
What it is
How far the nut travels along the screw for one turn: the thread pitch multiplied by the number of starts.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 1000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 6 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger lead raises the raising torque and efficiency and makes self-locking less likely.
Get it right
For a multi-start screw the lead is larger than the pitch.
What this means: Thread form
Illustration: Thread formThe options for Thread form, with the one currently selected highlighted.SquareAcme (29°)Trapezoidal (30°)Example: Trapezoidal (30°)Thread form
What it is
The thread profile, which sets the flank angle used to allow for the extra friction on sloping thread flanks.
Units and format
Choose one of 3 options from the list: Square; Acme (29°); Trapezoidal (30°).
Example
The form opens with “Trapezoidal (30°)” selected as a worked example. Choose the option that matches your case.
Get it right
Choose the profile actually cut on the screw; a square thread has no flank angle.
What this means: Thread friction coefficient
Illustration: Thread friction coefficientA block resting on a surface with the normal force pressing down and friction resisting sliding; Thread friction coefficient is friction force divided by normal force.NfrictionμExample: 0.12Thread friction coefficient
What it is
The coefficient of friction between the screw and nut threads, for the materials and lubrication used, from data or tests.
Units and format
Enter a plain number with no unit. The form accepts 0 to 1. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.12 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Higher friction raises both torques and lowers efficiency.
Get it right
Starting friction is higher than running friction; the tool gives running torque.
What this means: Mean collar diameter (0 = thrust bearing ignore…
Illustration: Mean collar diameter (0 = thrust bearing ignored)A circle with a line straight through its centre from edge to edge, marking the diameter Mean collar diameter (0 = thrust bearing ignored).dcmeasured acrossthe centreExample: 45 mmMean collar diameter (0 = thrust bearing igno…
What it is
The mean diameter of the thrust collar or washer that carries the axial load where the screw or nut bears against the frame.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 10000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 45 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger collar diameter adds collar friction torque to raising and lowering.
Get it right
0 means collar friction is ignored, for example when a rolling thrust bearing is fitted.
What this means: Collar friction coefficient
Illustration: Collar friction coefficientA block resting on a surface with the normal force pressing down and friction resisting sliding; Collar friction coefficient is friction force divided by normal force.NfrictionμcExample: 0.12Collar friction coefficient
What it is
The coefficient of friction at the thrust collar or washer, for its materials and lubrication.
Units and format
Enter a plain number with no unit. The form accepts 0 to 1. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.12 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Higher collar friction adds torque to both raising and lowering.
Get it right
Ignored when the collar diameter is 0.

Method and formulas

  1. Raise: T = F dm/2 × (L + π μ dm sec α) ÷ (π dm − μ L sec α) + F μc dc/2.
  2. Lower: T = F dm/2 × (π μ dm sec α − L) ÷ (π dm + μ L sec α) + F μc dc/2.
  3. Efficiency = F L ÷ (2π T_raise); self-locking when the thread part of the lowering torque is positive.
  4. Example: 20000 N on a 30 mm, 6 mm lead trapezoidal screw needs 110.82 N·m to raise.

Limitations

  • Uses the flank half-angle in the axial plane (sec α approximation).
  • Starting friction is higher than running friction.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Size the handle or motor for a screw jack
  • Compare collar bearings and lubrication
  • Check whether a jack holds its load

Who it is for

  • Design engineers
  • Maintenance engineers
  • Machine builders

What you get

  • Torque to raise
  • Torque to lower
  • Efficiency raising
  • Self-locking

Interpreting the result

  • If the screw must hold a load reliably, add a brake; vibration can back-drive a self-locking screw.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 1921–1928, 2561–2568. Topic reference; no source tables or recommended settings are reproduced.

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Open the Power Screw Raise and Lower Torque calculator