Power Screw Calculator — Raise/Lower Torque, Efficiency & Self-Locking (Shigley §8-2)
Governing standard: Shigley §8-2 · ASME B1.5 / DIN 103 thread forms· Method: Shigley's Mechanical Engineering Design (Budynas & Nisbett, 11th ed., §8-2) — power-screw raise/lower torque, thread efficiency, self-locking, bearing pressure and root stresses. Thread GEOMETRY: ASME B1.5 (Acme, α = 14.5°) · DIN 103 / ISO 2901 (metric trapezoidal Tr, α = 15°) · ANSI B1.9 (buttress, 7°/45°). Those are dimensional standards and contain no torque or efficiency model.
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The MechanixCalc power screw calculator sizes and verifies lead screws and screw jacks using the power-screw torque model of Shigley's Mechanical Engineering Design (§8-2), applied to the thread forms defined by ASME B1.5 (Acme), DIN 103 / ISO 2901 (metric trapezoidal) and ANSI B1.9 (buttress). Enter the thread geometry, friction coefficients and axial load, and the tool returns the raising torque, lowering torque, collar torque, mechanical efficiency, the self-locking / overhauling verdict, and the combined Von Mises stress at the screw root — all in a single calculation pass.
It is built for machine designers and mechanical engineers who need a defensible, standard-cited number for a screw jack, linear actuator, vise, press, or any power-transmission lead screw — and who need to hand a reviewer a worked, methodology-shown calculation rather than a spreadsheet. The tool covers Acme, square and buttress thread forms and includes an efficiency map, a mechanical-advantage analysis and a thread-strength / Archard wear life panel.
What this calculator does
- Raise and lower torque with collar friction — Shigley §8-2, for Acme (ASME B1.5, α = 14.5°), metric trapezoidal (DIN 103 / ISO 2901, α = 15°), square (α = 0°) and buttress (ANSI B1.9, α = 7°) thread forms
- Mechanical efficiency and self-locking / overhauling check (λ vs arctan μ′)
- Efficiency map — η vs lead angle and vs friction coefficient across five μ values
- Mechanical advantage analysis — ideal and actual MA, handle force, back-drive torque
- Thread strength and wear life — shear-stripping stress, contact pressure and Archard wear criterion
- Von Mises combined stress (compressive + torsional shear) at the screw minor diameter
- Branded PDF engineering report with full methodology and substituted values
Method & formulas
Raise and lower torque (Shigley §8-2)
The torque required to raise a load W on a lead screw follows from the friction-circle model at the thread mean radius r_m (Shigley 11e §8-2, Eqs. 8-1 to 8-6). For flanked thread forms — Acme at α = 14.5°, metric trapezoidal at α = 15°, buttress at α = 7° on the load flank — the friction coefficient is elevated to μ′ = μ / cos(α) to account for the radial force component on the inclined flank. Square threads use μ′ = μ (flat flanks, α = 0). The collar torque T_c = μ_c · W · (d_c / 2) is added in series to represent thrust-bearing or flat-collar friction. ASME B1.5 and DIN 103 supply the flank angle and the thread dimensions; the torque relations above are not part of either standard.
The self-locking condition is tan(λ) < μ′, where λ is the lead angle. When this inequality holds the screw cannot back-drive under load — no brake is required. When it does not hold the screw overhauls and a brake or holding device is needed. The tool evaluates both conditions and shows them as a badge alongside the efficiency.
T_raise = W · r_m · (l + π·μ′·d_m) / (π·d_m − μ′·l) + μ_c · W · (d_c / 2)where W = axial load (N); r_m = mean thread radius = d_m / 2 (mm); d_m = mean diameter = d − h (mm); l = lead (mm/rev); μ′ = modified thread friction coefficient; d_c = collar (thrust bearing) diameter (mm); μ_c = collar friction coefficient
T_lower = W · r_m · (π·μ′·d_m − l) / (π·d_m + μ′·l) + μ_c · W · (d_c / 2)where T_lower < 0 means the load OVERHAULS — it drives the screw down by itself and the magnitude is the braking torque you must hold. A positive T_lower means torque is required to lower it. Note that this total includes the always-positive collar term, so its sign can mask a thread that overhauls; the self-locking verdict is decided on the thread alone, tan λ vs μ′.
Mechanical efficiency
Thread efficiency is the ratio of ideal (frictionless) raising work to the actual thread-raising work. It EXCLUDES collar losses, so it is always higher than the overall drive efficiency: at the tool's default screw the thread efficiency is 36.0 % while the overall figure including the thrust collar is 20.3 %. Size a motor from the overall figure — the calculator shows both, and the mechanical-advantage panel prints the overall one as η_total. An optimal lead angle that maximises efficiency exists at λ_opt = 45° − φ′/2, where φ′ = arctan(μ′) is the friction angle; the efficiency map plots η against λ for five standard friction levels so the designer can see whether a coarser or finer lead would improve drive efficiency.
η = (W · l) / (2·π · T_raise_thread) × 100 %where T_raise_thread = thread torque component only (excluding collar). η peaks at λ_opt = 45° − φ′/2 with φ′ = arctan(μ′) — 41.5° at the default μ′ = 0.124. At the self-locking boundary λ = arctan(μ′) the raising efficiency is (1 − μ′²)/2, i.e. just under 50 % — a self-locking screw is at best about half efficient, and it is the LOWERING efficiency that is undefined there.
Thread stress and contact pressure
The screw minor (root) diameter d_r = d − 2h carries the combined compressive load and torsional torque over the loaded length between the thrust collar and the nut. Von Mises theory combines these into a single equivalent stress for comparison against material yield. Note that d_r = d − 2h is the BASIC minor diameter: that is exact for ASME B1.5 Acme, whose basic external minor is d − P, while DIN 103 / ISO 2901 trapezoidal threads are cut deeper by the clearance a_c (0.25 mm for pitch 2–5 mm, 0.5 mm for 6–12 mm), so enter the actual thread depth if you need the true trapezoidal root stresses. Thread contact pressure — bearing pressure on the nut flank — is limited to 15 MPa (recommended) or 25 MPa (bronze-nut maximum) after Shigley Table 8-4, but that table is a function of RUBBING SPEED: it falls to about 17 MPa above 10 ft/min and about 10 MPa at 20–40 ft/min, and the calculator de-rates accordingly and against the permissible pressure you enter for your own material pair. Thread shear-stripping strength is checked on the shear plane at the root diameter with the count of fully formed engaged threads n_t = floor(L_nut / l); below one full lead the exact fractional engagement is used and the result is flagged. COLUMN BUCKLING of the screw under its own thrust is NOT checked here and is frequently the governing failure mode for a long unsupported screw.
σ_vm = max( √(σ_c² + 3·τ_body²) , √3·τ_drive )where σ_c = W / (π·d_r² / 4) = compressive stress (MPa); d_r = d − 2h = minor (root) diameter (mm). A screw has two distinct sections: the LOADED length between the thrust collar and the nut carries the full axial load plus whichever friction torque lies further from the drive, τ_body = 16·max(T_thread, T_collar)/(π·d_r³); the unloaded DRIVE length between the input and the first friction sink carries no axial load but the whole input torque in pure torsion, τ_drive = 16·T_raise/(π·d_r³). The calculator reports the worse of the two and names which one governs — a heavy flat collar makes it the drive length.
p_c = W / (π · d_m · h · n_t)where h = thread depth (mm); n_t = fully formed engaged thread count = floor(L_nut / l), taking the lead as the pitch — for a multi-start screw the true count is higher, so the reported pressure is conservative; p_c ≤ 15 MPa recommended and ≤ 25 MPa bronze-nut maximum at low rubbing speed, de-rated with speed per Shigley Table 8-4 and against your own permissible pressure
Worked example
A steel Acme-thread screw jack (α = 14.5°) must raise a W = 10 000 N load. Thread: d = 40 mm, l = 8 mm, h = 4 mm (so d_m = 36 mm, d_r = 32 mm). Thread friction μ = 0.12, collar diameter d_c = 60 mm, collar friction μ_c = 0.10. Find the raising torque and thread efficiency.
Given
- Axial load W10 000 N
- Nominal diameter d40 mm
- Lead l8 mm
- Thread depth h4 mm → d_m = 36 mm, d_r = 32 mm
- Thread friction μ (Acme α = 14.5°)0.12
- Collar diameter d_c60 mm
- Collar friction μ_c0.10
Result
- Modified friction μ′≈ 0.124
- Lead angle λ≈ 4.05°
- Self-lockingYes (tan λ < μ′)
- Thread raise torque T_thread≈ 35.35 N·m
- Collar torque T_collar30.00 N·m
- Total raise torque T_raise≈ 65.35 N·m
- Thread efficiency η36.015 %
- Overall efficiency (thread + collar)19.48 %
- Compute modified friction: μ′ = μ / cos(α) = 0.12 / cos(14.5°) = 0.12 / 0.968148 = 0.123948.
- Compute lead angle: λ = arctan(l / (π·d_m)) = arctan(8 / 113.097) = arctan(0.0707355) = 4.0461°.
- Self-locking check: tan(λ) ≈ 0.0707 < μ′ ≈ 0.1239 → SELF-LOCKING (no brake needed).
- Thread raise torque: T_thread = W·r_m·(l + π·μ′·d_m) / (π·d_m − μ′·l) = 10 000·18·(8 + π·0.1239·36) / (π·36 − 0.1239·8).
- Numerator factor: 8 + π·0.1239·36 = 8 + 14.019 = 22.019; denominator: π·36 − 0.1239·8 = 113.097 − 0.991 = 112.106.
- T_thread = 10 000 · 18 · (22.0182 / 112.1057) = 180 000 · 0.196406 = 35 353.0 N·mm = 35.35 N·m.
- Collar torque: T_collar = μ_c · W · (d_c / 2) = 0.10 · 10 000 · 30 = 30 000 N·mm = 30.00 N·m.
- Total raise torque: T_raise = 35.35 + 30.00 = 65.35 N·m.
- Thread efficiency: η = (W·l) / (2·π·T_thread) × 100 = (10 000·8) / (2·π·35 353) × 100 = 80 000 / 222 129 × 100 = 36.015 %.
- Overall drive efficiency, which is what a motor must be sized from: η_total = (W·l) / (2·π·T_raise) × 100 = 80 000 / 410 625 × 100 = 19.48 %. The collar costs more than the thread here.
Illustrative example — verify against your actual thread geometry, surface finish, lubrication condition and material pair. The calculator uses the same formulas with your exact inputs.
Frequently asked questions
Which standard does this power screw calculator use?
The governing METHOD is the power-screw friction-circle model of Shigley's Mechanical Engineering Design (Budynas & Nisbett, 11th ed., §8-2) — raise and lower torque, thread efficiency, the self-locking criterion, bearing pressure and the root stresses all come from there. ASME B1.5 (Acme), DIN 103 / ISO 2901 (metric trapezoidal) and ANSI B1.9 (buttress) are DIMENSIONAL thread standards: they supply the flank angle α and the thread dimensions, and contain no torque or efficiency model of their own. The modified friction coefficient μ′ = μ / cos(α) is applied to every flanked form; square threads use α = 0. The full method, with the substituted values, is printed in the generated PDF report.
How is the self-locking condition determined?
A power screw is self-locking when the lead angle λ is less than the friction angle φ′ = arctan(μ′), which is equivalent to tan(λ) < μ′. When this condition holds the load cannot back-drive the screw — no brake or holding device is needed. When λ > φ′ the screw overhauls and will back-drive under load unless a separate braking torque is applied. The calculator evaluates this in real time and displays a SELF-LOCKING / BACK-DRIVES badge.
What thread forms are supported?
Four power-thread forms: Acme (ASME B1.5, 29° included, α = 14.5° — the most common inch form), metric trapezoidal Tr (DIN 103 / ISO 2901, 30° included, α = 15° — the metric equivalent), square (α = 0°, the highest efficiency, no flank force component) and buttress (ANSI B1.9, asymmetric with a 7° load flank and a 45° back flank, for unidirectional load; the DIN 513 variant uses a 3° load flank instead). Select the thread type in the header; the flank half-angle and the modified friction coefficient μ′ = μ / cos(α) follow automatically. Only the LOAD flank angle enters μ′, because that is the flank carrying W.
What is the difference between thread efficiency and total efficiency?
Thread efficiency η counts only the work done at the thread helix — it excludes collar (thrust-bearing) losses. Total or handle-referred efficiency is lower because it includes the collar torque μ_c·W·(d_c/2) in the denominator. On the tool's default screw the thread efficiency is 36.0 % while the overall figure is 20.3 %: sizing a motor from the thread figure would undersize it by about 44 %. The efficiency map plots thread efficiency; the mechanical-advantage panel and the hero sub-line both show the overall handle-referred figure (MA_actual / MA_ideal × 100), and the reported shaft power P is always computed from the TOTAL torque.
Does the calculator check the screw for buckling?
No — and for a long unsupported screw in compression, column buckling is frequently the failure mode that governs, well before the torque or thread limits are reached. This tool computes the axial and torsional stresses at the root diameter and combines them by Von Mises; it has no slenderness or end-condition input. Take the root diameter d_r it reports, together with your axial load and the unsupported length, to the Euler/Johnson buckling calculator. The tool links to it directly, and the assumptions section of the PDF report states the omission.
Why does the contact-pressure limit change when I change the speed?
Because the safe bearing pressure for a sliding screw and nut is a function of rubbing speed, not of the material pair alone. Shigley's Table 8-4 gives roughly 17–24 MPa for a steel screw on a bronze nut at low speed, about 11–17 MPa above 10 ft/min, about 5.5–9.7 MPa at 20–40 ft/min and far less beyond that. The calculator computes the rubbing velocity at the mean diameter from your speed and de-rates the permissible pressure accordingly, and it also compares against the permissible pressure you enter for your own material pair in the thread-strength panel — a cast-iron or PTFE-lined nut is governed by a lower figure than the built-in bronze one.
Is the power screw calculator free?
You can run a full calculation during a free 30-minute preview with no sign-up required, and a free 14-day account trial (no credit card) unlocks every calculator on the platform. The branded PDF engineering report and saved / shareable calculations are included in the free 14-day trial and in every paid plan.
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