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Hands-on Activity: Wide World of Gears
Contributed by: Applying Mechatronics to Promote Science (AMPS) GK-12 Program, Polytechnic Institute of New York University

The back of a wristwatch shows internal gear mechanisms. Four students on the floor with a robotic racer.
Gears are commonly found in wristwatches. Students working with robotic racer (right).

Summary

In an interactive and game-like manner, students learn about the mechanical advantage that is offered by gears. By virtue of the activity's mechatronics presentation, students learn to study a mechanical system as a dynamic system under their control as opposed to a static image. The system presented is of two motorized racing cars built using the LEGO® MINDSTORMS® robotics platform. The altered variable between the two systems is the gear train; one is geared up for speed and the other is geared down for torque. Students collect and analyze data to reinforce particular aspects and effects of mechanical advantage.

Engineering Connection

Relating science and/or math concept(s) to engineering

The modification to mechanical systems offered by gears is an advanced example of simple machines. Mechanical engineers design gear systems for machines of all forms for industry and everyday life. Gears may be used in various configurations ranging from very simple (binary set-up) to very complex (compound gear pairs). Gears are seen in many different devices, such as mechanical watches/chronographs, film cameras and automobiles. The study of gear systems is often neglected in K-6 education due to its complexity; however, this exercise in racing robots aims to simplify a central concept for many mechanical engineers, the "big impact" effects of using gears in two different configurations.

Contents

  1. Pre-Req Knowledge
  2. Learning Objectives
  3. Materials
  4. Introduction/Motivation
  5. Vocabulary
  6. Procedure
  7. Attachments
  8. Assessment

Grade Level: 4 (3-5) Group Size: 3
Time Required: 50 minutes
Activity Dependency :None
Expendable Cost Per Group
: US$ 0.50
This activity also requires use of two non-expendable (reusable) LEGO MINDSTORMS NXT bricks and additional LEGO parts; two purchasing options are suggested (option 1 for $320, option 2 for $650); see the Materials List for details.
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Pre-Req Knowledge (Return to Contents)

THe teacher should be familiar with LEGO MINDSTORMS NXT as a building and programming platform. The following Internet site provides primers for NXT building and programming.
Knowledge of pairing NXT Intelligent Bricks via Bluetooth is necessary. The following Internet sites provide instructive steps for pairing NXT bricks using Bluetooth.

Learning Objectives (Return to Contents)

After this activity, students should be able to:
  • Collect, average and compare single variable datasets.
  • Compute speed from distance and time measurements.
  • Clearly and confidently explain that gears can be used together in different sizes.
  • Predict what would occur if gears were added to a system in either gearing-up or gearing-down configurations.

Materials List (Return to Contents)

To share with the entire class:
  1. a constructed and pre-programmed racer set-up (2 cars); the specific pieces shown in the set-up instructions are available at http://extra.teachengineering.org/lego/building_instructions_gears/building_instructions.html; purchase the necessary parts for the racer set-up through either of the two following options:
Option 1 (less expensive option)
Option 2 (best option if your school is planning to purchase LEGO MINDSTORMS equipment in bulk; this allows two groups to operate with their own NXT bricks, configured as either the "gearing up" or "gearing down" racer)
  1. thin nylon twine, 2-3 ft (0.6-0.9 m) length ($3 per 200-300 ft roll)
  2. fender washers, 3/16" x 1-1/4" (0.48cm x 3.18cm) x 100-200 pcs ($10 per box of 100 pcs; these may be reused for other LEGO NXT based lessons that require small quantifiable weights that fit nicely onto axle pieces or nylon twine)
  3. Gears Pre-Assessment Survey, Gears Post-Assessment Survey and Pod Racer Activity Workbook, one each per student

Introduction/Motivation (Return to Contents)

(Be ready to show students some example gears.)
Today, we will do a fun activity to learn all about gears! Has anyone ever seen a gear before? Where might you find a gear? (Possible answers: Bike, clock, watch.) You may have seen a gear before but maybe weren't sure how they are used or why.
Today we are going to learn all about how gears work. Gears can be used together to rotate in succession. As one gear turns, either because my hand is moving it or because a motor is moving it, another can turn as well because it is connected, giving an arrangement of gears so that they interact with one another. (Note to teacher: It is very helpful visually to hold up two gears in front of students and demonstrate how one rotating gear can cause the second gear to rotate.)
In this activity, we'll learn two different ways gears can be connected with each other. They are termed "gear up" and "gear down." But first, let's go back to our examples. Who remembers where gears are seen in everyday life? Based on these examples, such as bikes, watches and clocks, which are all simple machines that engineers have designed, why might engineers use gears? What is their purpose? What happens when you "change gears" on a bike? (Expected answers: It makes it easier to go faster or easier to go up a hill, pedaling becomes more difficult or easier, etc.)
(At this point, introduce the simplified definitions of "gearing up" and "gearing down," defined strictly by the arrangement of gears.) Let's investigate as a class how each set-up, gearing up and gearing down, affects the speed and the strength of the different cars.
(After conclusions are drawn from the observations of the experiments, present more generalized definitions of "gearing up" and "gearing down," as provided in the Vocabulary section.)

Vocabulary/Definitions (Return to Contents)

gear: A wheel with teeth around its edge that mesh with the teeth of another wheel to transmit power (as in a bike) or change the direction of motion in a machine (as in a clock). Think of the clocks of Hugo Cabret. Fixed ratios of speed in various parts of a machine are often established by the arrangement of gears, like the fast movement of a minute hand and the slower movement an hour hand in a clock.
gear(ing) down: (introductory description): Arrangement of gears that uses a larger gear at a wheel and a smaller gear with a motor to make the wheel spin slower than the motor, but with more twisting force. (thorough description): Arrangement of gears within a gear train that multiplies twisting force, accompanied by a sacrifice in speed.
gear(ing) up: (introductory description): Arrangement of gears that uses a smaller gear at a wheel and a larger gear with a motor to make the wheel spin faster than the motor, but with less twisting force. (thorough description): Arrangement of gears within a gear train that converts twisting force into a gain in speed.

Background

  • In this activity, students use two experimental set-ups that are distinct in their gear train arrangements. "Gear Up" set-ups and "Gear Down" set-ups are configured such that one runs faster (but with less torque) and the other runs with more torque (but slower), respectively, as shown in Figure 1.
    Panel of photos of the two types of robotic racers. Overhead view and side view of the racers assembled. Close-up of respective gear train assemblies is also shown. The racer shown on left is in the "geared up" configuration and racer shown on right is in the "geared down" configuration.
    Figure 1. Overhead view (top) and side view (middle) of assembled robotic racers. Close-up of the gear assembly (bottom).
  • The program that is loaded onto each controlling NXT brick should be calibrated such that the rotation sensors within the motor accurately measure distance. After calibration, a single program is needed to conduct the series of experimental speed trials. Students begin time trials by placing the robot on the ground, ensuring that the touch sensor is depressed; only then will the robot begin to move after a three-second countdown. Traveling an arbitrary distance, the robot continuously logs the distance traveled and time until the robot is lifted off the ground, thereby ending the trial. The program allows for repetition of the experiment by pressing the Enter button.
  • Students tabulate the data recorded by the robot at the end of each trial: distance traveled and travel time. Students calculate the average speed of the robot for each of its trials and average them. The robots can then be tested to carry cargo, in the form of fender washers, which can be grouped and tied to the robots' axles, as shown in Figure 2. Students can investigate the maximum amount of cargo (in the form of washers count) that the two types of robots can manage to carry.
  • After students conclude their hypotheses based on their observations of the two robots' performance, begin the competition portion of the activity. In the competitions, students predict the outcomes based on what they learned in the previously performed experiments. Conduct speed trial and tug-of-war competitions to test "geared up" and "geared down" robot sets, respectively. Speed trials are arranged as simple races between two or more racers. Tug-of-war trials are conducted between two racers running in opposite directions, connected by string or LEGO components.
    Robots can be tethered to either fender washers (acting as weights) or to each other, using nylon twine knotted to exposed axles on the robots.
    Figure 2. A) Set-up showing tow trial to quantify the maximum amount of washers (weight) that each robot can carry. B) Close-up of how nylon twine is tied to an exposed axle that runs along the robot's horizontal axis. C) Set-up showing tug-of-war competition to test hypothesis driven by the results of the tow trials.

Before the Activity

  • Assemble each robot racer. The primary difference between the two types of racers is their gear train assembly (see Figure 3). Refer to the attached building and programming instructions for exact, step-by-step instructions. Note that the wheels in the instructions should be replaced with LEGO "motor cycle" wheels (part #2903). The program is common to both types of racers and is contained within a single file, pod_racer.rbt, which refers to three additional MyBlocks. These MyBlocks need only be inserted into NXT-G's MyBlocks directory.
    Two pairs of panels. The left panels show the gearing up configurations. The right panels show the gearing down configurations. Each model contains a motor and wheel assembled onto a particular gear train.
    Figure 3. Isometric views (above) and profile views (below) of gearing up and gearing down gear train assemblies for the robotic racers.
  • Once assembled and programmed, calibrate the racers to measure distance using the gear train configurations. Calibration depends on the material on which the racers will be tested (for example, carpet, tile or wood). Calibration requires the comparison of the actual distance traveled by the robot, measured with a yardstick, with the computed distance. Higher or lower discrepancies from the actual value require the negative or positive (linear) adjustment of the calibration factor, indicated in the NXT-G program as a variable. As with all robotic set-ups, each racer must be inspected for structural integrity and tested for program reliability.
  • Fully charge the NXT brick battery packs.
  • Make copies of the Gears Pre-Assessment Survey, Gears Post-Assessment Survey, and Pod Racer Activity Workbook, one each per student.

With the Students

  1. Administer the pre- assessment survey prior to exposure to the activity set-up.
    Photo shows teacher releasing two robotic racers as students line a linear racetrack in a school hallway.
    Figure 4. Competition race between geared-up class racers.
  2. As a class, briefly discuss gears and their usage in the "everyday world."
  3. Define "gearing up" and "gearing down" as simply defined in the Vocablary section, using LEGO demos or online media.
  4. Develop a group hypothesis regarding the effect of "gearing up" and "gearing down" configurations on the racers' speed and towing abilities.
  5. Briefly describe the operation of the racer robots and how they can be used to test the class' hypothesis. Four experiments will be conducted:
  • Experiment #1: Gearing-down time trials
  • Experiment #2: Gearing-up time trials
  • Experiment #3a: Gearing-down tow trials
  • Experiment #3b: Gearing-up tow trials
  1. Distribute the Pod Racer Activity Workbook to each student. This includes operation instructions and data tables for students to log data. If required, demonstrate execution of the instructions to carry out one trial with one racer set-up.
  2. Discuss the results with the class and, if time permits, conduct either racing competitions and/or tug-a-war competitions (Figure 4).
  3. Conclude by administering the Gears Post-Assessment Survey.

Pre-Activity Assessment

Pre-Assessment Quiz: Distribute the Gears Pre-Assessment Survey, consisting of questions designed to probe students' current understanding of the application of gears.

Post-Activity Assessment

Discussion: After students have completed their observations on both configurations, hold a class discussion and guide class' conclusion of the hypothesis and tabulate average speeds (across all trials) for each of the racers. Follow with racing competitions.
Post-Assessment Quiz: Distribute the Gears Post-Assessment Survey to students to evaluate what they learned about gears during the activity.

Contributors

Carlo Yuvienco

Supporting Program (Return to Contents)

Applying Mechatronics to Promote Science (AMPS) GK-12 Program, Polytechnic Institute of New York University

Acknowledgements (Return to Contents)

The development of this activity was supported by the Applying Mechatronics to Promote Science (AMPS) Program funded by National Science Foundation GK-12 grant no. 0741714. However, these contents do not necessarily represent the policies of the NSF and you should not assume endorsement by the federal government
Last Modified: July 24, 2014
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