by Chris Woodford. Last updated: November 3, 2021.
Have you ever tried pedaling a bicycle up a really steep hill? It's pretty
much impossible unless you use the right gear to
increase your climbing force. Once you're back on the straight, it's a
different story. Flick to a different gear and you can go incredibly
fast: you can magically make your wheels turn round much faster than
you're pedaling. Gears are helpful in machines of all kinds, not just
cars and cycles. They're a simple way to generate more speed or force
or send the force of a machine off in another direction. In science, we
say gears are simple machines.
Photo: Typical machine gears. An opened-up gearbox on show at Think Tank, the science museum in Birmingham, England. In a car or a motorcycle, the gears "mesh"
so the teeth of one wheel lock into the teeth of another; that stops them slipping, which means power is transmitted
more smoothly and efficiently. In a bicycle, the gears don't link by meshing together directly. Instead, a
lubricated chain connects together the gears (known as sprockets) on the
wheel you pedal with those on the back wheel. That's simply because the pedal wheel and the back wheel are some distance apart and a chain is the easiest way to link them together.
What do gears do... and how do they do it?
Gears are used for transmitting power from one part of a machine
to another. In a bicycle, for example, it's gears (with the help of a
chain) that take power from the pedals to the back wheel. Similarly,
in a car, gears transmit power from the
crankshaft (the rotating axle
that takes power from the engine) to the driveshaft
running under the car that ultimately powers the wheels.
You can have any number of gears connected together and they can
be in different shapes and sizes. Each time you pass
power from one gear wheel to another, you can do one of three things:
How do they do it?
Gears sound like magic, but they're simply science in action! Look at the diagram here and you'll see exactly how they work. The pair of gear wheels (top) works in exactly the same way as an ordinary pair of wheels the same size that are touching (middle); the only difference is that the gears have teeth cut around the edge to stop them slipping. But a wheel is really just a lever, so a pair of wheels that touch is like a pair of levers that touch (bottom).
Thinking of gears as levers shows exactly how they work. Suppose you turn the axle at point (1). The bar connecting points (1) and (2) moves faster and with less force at point (2) because it's working as a lever. If you can't see this, suppose the red bar were a spanner and you pushed at point (2) to undo a nut at point (1) in the center. Then point (1) would turn with less speed and more force. If you turn at point (1) instead, the opposite is true: you get more speed and less force at point (2). That's the red bar, which is just touching the blue bar. As the two bars touch, they must be going at the same speed. Now the blue bar is also a lever, but it's working the other way: like a spanner. So if we apply a force at point (2), it's magnified by the leverage of the blue bar and we get more force (and less speed) at point (3).
Putting everything together, what do we get? We apply a certain force and speed at point (1). The red bar might give us four times the speed and a quarter of the force at point (2). But the blue bar will work the other way and maybe halve the speed and double the force. So when we get to point (3), we have twice the speed and half the force that we had at point (1). That's what we'd expect from a pair of gear wheels where one (red) is twice the size and has twice as many teeth as the other (blue).
Photo: In an egg whisk, gears help to make light work of mixing in two
different ways—by increasing speed and changing direction.
When you crank the handle, you turn the large outer gear wheel at moderate speed.
This large wheel meshes with a pair of small gear wheels fitted to the top of the
two axles attached to the blades. Each rotation of the large wheel (blue) makes the smaller wheels turn round several times (red),
giving a dramatic increase in speed at the blades.
The gears also help by changing the direction of rotation: you crank the handle about a horizontal
axis, but the two whisk blades turn about a vertical axis.
Why do we need gears?
Let's think about cars. A car has a whole box full of gears—the
gearbox—sitting between the crankshaft and
the driveshaft. But what do they actually do?
A car engine makes power in a fairly
violent way by harnessing the energy locked in
gasoline. It works efficiently only when the pistons in the cylinders
are pumping up and down at high speeds—about 10-20 times a second. Even
when the car is simply idling by the roadside, the pistons still need
to push up and down
roughly 1000 times a minute or the engine will cut out. In other
words, the engine has a minimum speed at which it works best of about
1000 rpm. But that creates an immediate problem because if the engine
were connected directly to the wheels, they'd have a minimum speed of
1000 rpm as well—which corresponds to roughly 120km/h or 75mph. Put it
another way, if you switched on the ignition in a car like this, your
wheels would instantly turn at 75mph! Suppose you put your foot down
the rev counter reached 7000 rpm. Now the wheels should be turning
round about seven times faster and you'd be going at 840 km/h or about
It sounds wildly exciting, but there's a snag. It takes a massive amount of
force to get a car moving from a standstill and an engine that tries to go at
top speed, right from the word go, won't generate enough force to do it.
That's why cars need gearboxes.
To begin with, a car needs a huge amount of force and very little speed
to get it moving, so the driver uses a low gear.
In effect, the gearbox is reducing the speed of the engine greatly but
increasing its force in the same proportion to get the car moving.
Once the car's going, the driver switches to a higher gear. More of the
engine's power switches to making speed—and the car goes faster.
Photo: Bicycle gears: Bikes have two sets of different-sized gears on the wheel
you pedal and the back wheel. Instead of touching directly and rotating in opposite directions, each pair of gear wheels is connected by a flexible metal chain (kept taught by a springy lever and gear-shifting mechanism called a derailleur), so they turn in the same direction; technically, gears linked this way are called sprockets. When you change gear, you shift the chain from one pair of sprockets to another. For cycling at speed, you'll use a larger sprocket on the pedal wheel than on the back wheel.
In theory, changing gears is about using the engine's power in different ways to match changing driving conditions. The driver uses the gearshift to make the engine generate more force or more speed depending on whether hill-climbing power, acceleration from a standstill, or pure speed is needed. In practice, changing gears means meshing different sized gear wheels together, but you can't do that while the gearbox is transmitting power from the engine at high speed. That's why you need to press a car's clutch pedal before changing gears, which disengages the engine's input from the gearbox. You can then use the gearshift to change to a different pattern of gears, before letting the clutch transmit power back from the engine to the gearbox (and the wheels) once again.
On a bicycle, it's much more obvious what's going on when you change gears because you can see it happening. As you flick the gear shift, you can watch (and feel) the chain hop from one sprocket to another, engaging different-sized gear wheels. On many bikes, the gear change is controlled by a clever mechanism called a derailleur, which smoothly diverts the chain from sprocket to sprocket even though you're pedaling along at speed.
Six different ways to use gears
I've made some simple gear machines with an old construction set to illustrate a few of
the ways in which we can use gears to do different jobs:
Gears for speed
In this simple gearbox, I've got (from right to left) a large gear wheel with 40 teeth, a medium wheel with 20 teeth,
and a small wheel with 10 teeth. When I turn the large wheel round once, the medium wheel has to turn
twice to keep up. Similarly, when the medium wheel turns once, the small wheel has to turn twice
to keep up. So, when I turn the large gear wheel on the right, the small wheel on the left
turns four times faster but with one quarter as much turning force. This gearbox is designed for increasing speed.
Gears for force
If I power the same gearbox in the opposite direction, by turning the small wheel, I'll make
the large wheel spin a quarter as fast but with four times as much force. That's useful if I need
to make a heavy truck go up a hill, for example.
Here I'm using an electric motor (the gray box on the right) and a long screw-like gear (called a worm) to drive
a large gear wheel (known as a worm wheel). This arrangement is called a worm gear or worm drive.
It reduces the speed of the motor to make the large wheel turn with more force, but it's also useful for changing the direction of rotation in gear-driven machinery. It does the same job as a normal pair of gear wheels but takes up much less space.
Rack and pinion gears
You've probably seen one of these in cliff- and hill-climbing rack railroads, but they're also used in car steering systems, weighing scales, and many other kinds of machines as well. In a rack and pinion gear, a slowly spinning gear wheel (the pinion) meshes with a flat ridged bar (the rack). If the rack is fixed in place, the gear wheel is forced to move along it (as in a railroad). If the gear is fixed, the pinion shifts instead. That's what happens in car steering: you turn the steering wheel (connected to a pinion) and it makes a rack shift from side to side to swivel the car's front wheels to the left or the right. In simple weighing scales, when you load a weight on the pan at the top, it pushes a rack straight downward, causing a pinion to rotate. The pinion is attached to a pointer that rotates as well, showing the weight on the dial.
Sun and planet gears
If you need to convert reciprocating (back-and-forth) motion into rotation, you normally do it with a crankshaft and connecting rod; that's how pistons drive the wheels on
steam engines. But you can do the same thing with gears. In this arrangement, a small gear called a planet (which, it's important to note, is fixed to a rod so that it cannot rotate) is moved around a second (usually bigger) gear called a Sun. As the rod moves the planet back and forth, the Sun spins around. Sun and planet gears were popularized by James Watt, who was unable to use a crankshaft in his pioneering steam engine because it was originally protected by a patent.
(There's a great little animation of a sun and planet gear on
Notice the black lines inked on the two gears showing clearly that the Sun rotates, while the planet does not.)
If you want to change the direction of a machine's power through 90 degrees (or indeed any other angle),
you can use angled gear wheels, called bevel gears. Typically they look like cut-off cones and
the basic principle is always the same: power coming in from one direction is transformed so it goes out in another direction.
You could achieve this with an ordinary pair of gear wheels, but a bevel gear has more teeth
(and more area of each tooth) in contact at a time.
This is smoother and quieter, reduces stress, and makes the gear better able to cope with varying loads.
In this photo, which is a closeup of the gearbox in the very top photo, you can see different bevel
gears hard at work.
What's the catch?
You might think gears are brilliantly helpful, but there's a catch. If
a gear gives you more force, it must give you less speed at the same time.
If it gives you more speed, it has to give you less force. That's
why, when you're going up hill in a low gear, you have to pedal much
faster to go the same distance. When you're going along the straight,
gears give you more speed but they reduce the force you're producing
with the pedals in the same proportion.
Artwork: Gears can give you more speed, but only by giving less force; they can give more force, but only by giving less speed. This is why a pair of gears can't create energy. With two perfect gears, you'd get exactly as much energy out as you put in; with real gears, friction, noise, air resistance and so on mean you get less energy out than you put in.
Whenever you gain something from a gear
you must lose something else at the same
time to make up for it. If that
case, you could use gears to create energy
and make what scientists
call a perpetual motion machine—and that's absolutely forbidden by a
law of physics called the conservation of energy.
says that you can't create or destroy energy, only convert it from
one form into another. To put it more informally, as my old physics
teacher used to say: "You don't get 'owt for nowt" or "There's no gain without pain"!
Where did you get those gears?
I regularly receive emails from teachers and students asking where I got the red plastic gears
I've photographed in this article. They're from a wonderful construction set I had way back in the 1970s,
made by a German company called Fischer Technik,
which I still have today. It was like a kind of plastic version of Meccano without all the fiddly little
screws and things, and there was equal emphasis on both static structures and dynamic machines.
From their website, it seems Fischer Technik still make educational, STEM-related toys today, but I'm not sure whether you can get the full range of gears I had in my set. If you happen to know the answer, please do let me know!