A lead screw converts relative rotation into axial movement through a screw thread and matching nut. In a common arrangement the screw rotates while the nut is restrained from rotating and is guided along the screw axis. The constraint is essential: the useful output is their relative movement, rather than rotation of both parts together.[ref]
Selecting the Optimal Screw Technology by Tolomatic. Introduction, printed p4
Let be the screw lead, the axial advance per complete relative turn. With consistent directions and no backlash, an angular displacement produceswhere is the relative angular velocity. A screw with per revolution advances in a quarter-turn. This is a geometric prediction; free play, deformation and manufacturing deviations can change the measured motion.
The thread pitch is the axial spacing of adjacent threads. A screw with thread starts has , so a two-start screw with has . Lead and pitch agree for a single-start screw but need not agree otherwise.[ref]
Selecting the Optimal Screw Technology by Tolomatic. Screw Terminology, printed pp5–6: lead, pitch and single/double-start diagrams
An ideal slowly moving screw also illustrates the exchange of torque for axial force. Neglecting friction, changes in stored energy and other losses, equality of input and output work givesFor and , the required ideal torque is about . Real drive torque must also account for friction and other loads. Geometry alone does not determine whether an applied axial load can drive the mechanism backwards.
A lead screw is therefore both a motion-conversion mechanism and a load path. Its backlash affects reversals, while its mechanical compliance affects movement under changing force; these are distinct contributions to positioning error.
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