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NotesDesign Technology HLTopic 3.3Gears
Back to Design Technology HL Topics
3.3.64 min read

Gears (Design Technology HL)

IB Design Technology • Unit 3

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Contents

  • What gears do
  • The seven systems
  • Working with ratios
  • Exam-style question
The big idea: Gears transmit rotary motion from one shaft to another through meshing teeth, so there is no slip and the two shafts stay exactly in step.

The tooth counts set everything: ratio = teeth on the driven gear ÷ teeth on the driver.

All seven gear systems, each drawn with its shafts — then the ratio rule.

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SystemWhat it doesWhere you see it
SpurStraight-cut teeth on parallel shafts; the output turns the OPPOSITE way to the inputA hand drill, a clock, a food mixer, a wind-up toy
BevelCone-shaped teeth that carry drive round a corner, usually through 90°A hand drill head, a car differential, a rotary egg whisk
Rack and pinionA round pinion runs along a straight toothed rack: rotary becomes LINEAR, or the reverseCar steering, a pillar drill feed, a rack railway, a sliding gate
Worm and wheelA threaded shaft drives a wheel at 90°, giving a huge reduction in one step — and it cannot be back-drivenA guitar tuning peg, a wiper motor, a conveyor drive, a hoist
Ratchet and pawlA toothed wheel with a sprung pawl allowing rotation one way and locking the otherA socket wrench, a winch, a cable tie, a seat-belt reel
IdlerA third gear between two others; it does NOT change the ratio, it restores the direction and bridges a gapAnywhere the output must turn the same way as the input
CompoundTwo gears fixed on one shaft, so two ratios multiplyA clock train, a gearbox, a winch, a mechanical speedometer
The two that are always misread: An idler changes the direction of the output, not the ratio. Students routinely claim it gears the system down; it does not.

A worm cannot be driven backwards. That is a safety feature, not a limitation — it is why a hoist holds its load when you let go.

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Ratio = driven teeth ÷ driver teeth: A 10-tooth driver into a 40-tooth driven gear gives 4:1 — the output turns a quarter as fast, with about four times the torque.

A compound train multiplies: 4:1 followed by 4:1 is 16:1, achieved with four small gears instead of one the size of a dinner plate.

Choosing a gear system

1

Parallel shafts, moderate ratio

Spur gears. Cheap, efficient and easy to make — the default unless something else is needed.

2

Drive must turn a corner

Bevel gears for 90° with a moderate ratio; a worm and wheel when the reduction must also be very large.

3

Rotary must become linear

Rack and pinion. It is the only gear system in the list that changes the TYPE of motion.

4

The load must not run back

A ratchet and pawl if it must be released deliberately; a worm if it must simply hold wherever it stops.

How this is tested — identifying gear systems and outlining how they are used. It comes up two ways:

Paper 1 — multiple choice

  • Name the gear system shown in a drawing.
  • Calculate a gear ratio from two tooth counts.

Paper 2 — analysing a product

  • Identify the gear system in a named product and explain its purpose.
  • Explain why a compound train was used instead of a single pair.
The trap: Claiming an idler changes the ratio. It restores the direction and bridges a gap; the ratio is set by the first and last gears only.
IB-style questionExplain[6 marks]

A cordless electric screwdriver uses a compound gear train between its motor and its chuck. Explain why.

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IB Exam Questions on Gears

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How Gears Appears in IB Exams

Examiners use specific command terms when asking about this topic. Here's what to expect:

Define

Give the precise meaning of key terms related to Gears.

AO1
Describe

Give a detailed account of processes or features in Gears.

AO2
Explain

Give reasons WHY — cause and effect within Gears.

AO3
Evaluate

Weigh strengths AND limitations of approaches in Gears.

AO3
Discuss

Present arguments FOR and AGAINST with a balanced conclusion.

AO3

See the full IB Command Terms guide →

Related Design Technology HL Topics

Continue learning with these related topics from the same unit:

3.1.1Classifying by property
3.1.2Classifying by source
3.1.3Choosing a material
3.1.4Physical properties
View all Design Technology HL topics

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Command terms, paper structure, and mark-scheme tips for Design Technology HL

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3.3.5Combining motions
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Pulleys and belts3.3.7

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