Learning objectives
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Outcome
Calculate the torque of a force about a chosen pivot using and state the direction of rotation.
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Outcome
Find the force or lever arm at which a lever balances, using the condition .
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Outcome
Compute the mechanical advantage and efficiency of a lever and explain the trade-off between force and displacement.
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Outcome
Choose lever arm lengths so that a given load is lifted with an effort not exceeding a stated limit, and check whether the design is feasible.
Understand the idea
Simple machines and torque: the lever as a tool for controlling rotation
Text
A simple machine does not create work: it trades force for displacement. A lever does this by rotating about a pivot (fulcrum), and the rotational effect of a force is described by its torque: where is the distance from the pivot to the point of application (the position vector) and is the angle between the force and the line from the pivot to the point of application. A lever is in rotational equilibrium when the torques of the effort and the load cancel: where and are the perpendicular distances from the fulcrum (the lever arms). This gives the ideal mechanical advantage : a long effort arm multiplies force but makes the effort point travel farther. In real levers part of the input work is lost to friction, so the efficiency is always below 1, and the ideal relation must be corrected to .
Worked examples
Direct
Problem
A lever has an effort arm of 2.0 m and a load arm of 0.50 m. An effort force of 120 N is applied perpendicular to the long arm. Neglecting friction, find the load force that can be balanced and the mechanical advantage.
Solution
Apply the lever equilibrium condition: Hence The mechanical advantage is which agrees with the force ratio: .
Application
Problem
The same lever (effort arm 2.0 m, load arm 0.50 m) has an efficiency of 75%. What effort force is needed to raise a 480 N load? How much work does the effort do if the load rises by 0.10 m?
Solution
From the lever geometry, displacements are in the ratio of the arms: so . The useful work is The input work is hence Check with the efficiency-corrected torque balance: — correct.
Transfer
Problem
A worker must lift a 900 N crate with a lever whose bar is 1.50 m long. The effort must not exceed 200 N, and the efficiency of the lever is 75%. (a) Find the smallest effort arm for which this is possible. (b) Is the task feasible with this bar? (c) Compare the worker's work with the useful work if the crate rises by 0.05 m.
Solution
Let be the effort arm and the load arm, with . Including efficiency, equilibrium reads so with , , : Then , giving and . Since , the task is feasible with the fulcrum 0.21 m from the crate. Displacements follow the arms: , so with we get . The useful work is and the input work is ; check: — it matches.
Practice
Text
Run an investigation in a lever simulation (for example PhET Balancing Act or Torque) so that no risky loads are placed on real supports.
- Place a 10 kg load 0.5 m to the left of the pivot. Choose a load on the right at 1.0 m that balances the beam, and record its mass.
- Compute the left and right torques with (weight , ) and confirm they are equal.
- Double the right-hand arm and repeat the balancing. Explain how the mechanical advantage changed.
- Set the efficiency to 70% (or switch on friction if available) and determine the force now needed to hold balance; compare the input and useful work.
Record your results in a table: arms, forces, torques, , . Write a conclusion about the trade-off between force and displacement.
Visual reference
Purpose
Show that the rotational effect of a force depends not only on the magnitude of the force but also on its lever arm, and that lever equilibrium means equal torques, not equal forces.
Representation
Diagram: a horizontal lever bar on a triangular fulcrum; to the left of the fulcrum an arrow for the load at distance , to the right an arrow for the effort at distance ; the arms are marked with dashed lines and labelled , ; curved arrows show the opposing torques and . Below the diagram, a graph of the balancing force versus the effort arm at constant : the hyperbola , showing that a longer arm reduces the required force.
Real-world examples
A wheelbarrow of sand on a building site: a second-class lever
Scenario
A worker pushes a wheelbarrow loaded with of sand. The load's centre of gravity is from the wheel axle, and the hands grip the handles from the same axle. The load's weight is .
Connection
The lever equilibrium condition applies: the sum of torques about the axle is zero, . The torque of the load's weight, , is balanced by the torque of the hands' force , so — a force advantage of exactly .
A lug wrench and a tightened wheel nut
Scenario
Loosening a car wheel nut requires a torque of . The standard lug wrench has a lever arm of : producing that torque means pushing with a force . Sliding a cheater pipe onto the wrench to extend the lever arm to reduces the needed force to .
Connection
This is a direct use of the definition of torque, , where is the lever arm — the perpendicular distance from the axis of rotation to the line of action of the force. A force of at and a force of at give the same torque , because what matters is not the magnitude of the force alone but its product with the lever arm.
A block and tackle: hoisting a $120\ \text{kg}$ engine
Scenario
A block and tackle in a workshop lifts a engine through a height of . Its weight is . On the free end of the rope, a worker applies a force of only , but pulls of rope through the system.
Connection
The pulley system gives a force advantage of about times, but loses exactly the same factor in distance: . The work input, , is almost equal to the useful work, ; the difference of went into friction in the pulleys, so the efficiency is .