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NotesDesign Technology HLTopic 7.3
Unit 7 · Product in practice · Topic 7.3

IB Design Technology HL — Mechanical systems applied

Mechanical systems application and selection

Higher Level students should use this topic hub as a map: start with the shared sub-topics, then follow the HL-only extensions and exam-skill links where this topic asks for deeper analysis.

Exam technique guidePractice questions

Key concepts in Mechanical systems applied

Key Idea: MA = load ÷ effort — a ratio of FORCES. VR = effort distance ÷ load distance, or input speed ÷ output speed — a ratio of DISTANCES, fixed by geometry.\n\nEfficiency = MA ÷ VR × 100%, and the gap between them is friction as heat.\n\nEverywhere: driven ÷ driver, in teeth for gears and diameters for belts. Stages in series multiply, and so do efficiencies.\n\nA cam turns rotary into reciprocating, and its profile is the specification — lift, lobes and dwell.\n\nA lever obeys one equation: effort × effort arm = load × load arm, both measured from the fulcrum.

Paper 1 — multiple choice

  • Calculate an MA, a VR or an efficiency
  • Find an output speed from a ratio
  • Identify what an idler does to a ratio
  • Read a cam lift or count its lobes

Paper 2 — analysing a product

  • Work a multi-stage ratio through a real product
  • Design a gear train to a stated speed
  • Analyse a cam system and its timing
  • Calculate on a lever and recommend a change

Carried into the design project

  • Criterion D — a ratio claim must be measured on your model
  • Record the effort your user actually has to apply
  • Friction losses are evidence: measure them, do not assume them
The three ratios, and how to tell them apart

MA, VR and efficiency are confused constantly, and the confusion is always the same one: forces against distances. Keeping them apart is most of the topic.

QuantityWhat it comparesWhere it comes from
Mechanical advantageFORCES: load ÷ effortMeasured on the real machine, and always lower than the geometry promised
Velocity ratioDISTANCES or SPEEDS: effort ÷ load, or input ÷ outputPure geometry — tooth counts, diameters, arm lengths
EfficiencyThe two against each other: MA ÷ VR × 100%The friction that took the difference, as heat

Both ratios worked on the same three mechanisms, so the difference stops being abstract.

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Important: The ratio upside down — it is always driven ÷ driver, and load ÷ effort.\n\nAdding stage ratios instead of multiplying them: 15 and 6 give 90, not 21.\n\nCounting an idler in the arithmetic, when it changes only the direction.\n\nRecommending less friction on a worm drive or a screw jack, where the friction is what holds the load.
Cams and levers
What to readWhereWhat it decides
Cam liftLargest radius minus smallestHow far the follower moves — the stroke of the needle, valve or arm
Rises per revolutionThe number of lobesOne for pear, circular or eccentric; two for oval; three for triangular
DwellA stretch of constant radiusThe follower holds still while the shaft keeps turning
Lever classWhichever of F, L and E is in the middleSecond always multiplies force; third always multiplies movement
Lever ratioEffort arm ÷ load arm, from the fulcrumThe MA, and the distance the effort end must travel

Each profile beside the motion it produces — the graph is computed from the same shape.

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Driven ÷ driver, always.\n\nSeries ratios multiply, and so do efficiencies.\n\nAn idler changes direction, never the ratio.\n\nA worm cannot be back-driven — which is why it is only 50% efficient and why that is deliberate.\n\nF, L, E for first, second and third class levers.
Exam-style questions
IB-style questionApply[6 marks]

A winch uses a 1,500 rpm motor, a 4:1 belt drive and a 25:1 worm gearbox, and lifts a 3,000 N load with a 20 N effort at the motor. Apply the three ratios to find the drum speed, the MA, the VR and the efficiency.

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IB-style questionConstruct[5 marks]

A display turntable must rotate once every 20 seconds from a 2,400 rpm motor. Construct a suitable drive and justify it.

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IB-style questionAnalyse[4 marks]

A hand-operated rotary can opener becomes hard to turn after a year. Analyse the likely causes.

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Quick check

What is the difference between MA and VR?

What happens to ratios and efficiencies in series?

What does an idler gear do?

Why is a worm drive only 50-70% efficient, and why is that wanted?

What three things identify a cam?

State the lever equation and its check.

Exam tips

  • Write driven ÷ driver and load ÷ effort before substituting anything.
  • Multiply stage ratios and efficiencies; never add them.
  • Leave an idler out of the arithmetic and use it only for direction.
  • Check every efficiency is below 100% — above it means a figure is wrong.
  • For a cam, give the lift, the lobes and the dwell.
  • For a lever, classify by what is in the middle before calculating.

What you'll learn in Topic 7.3

  • 7.3.1 Calculating MA
  • 7.3.2 Calculating velocity ratio
  • 7.3.3 Calculating efficiency
  • 7.3.4 Gear and belt drives
  • 7.3.5 Cams and followers
  • 7.3.6 Levers in use
Suggested study order: Read the notes for each sub-topic below → test yourself with flashcards → attempt practice questions → review exam technique.

Study resources — 7.3 Mechanical systems applied

7.3.1

Calculating MA

Notes
7.3.2

Calculating velocity ratio

Notes
7.3.3

Calculating efficiency

Notes
7.3.4

Gear and belt drives

Notes
7.3.5

Cams and followers

Notes
7.3.6

Levers in use

Notes

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Topic 7.3 Mechanical systems applied forms a core part of Unit 7: Product in practice in IB Design Technology HL. Mastering these concepts will strengthen your understanding of connected topics across the syllabus and prepare you for exam questions that require analysis, evaluation, and real-world application.

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