Table of contents
Term1
Chapter 1:
Roofs and pylons .................................................................................. 2
Chapter 2:
Buildings and bridges .......................................................................... 18
Chapter 3:
Flat and isometric working drawings.................................................. 34
Chapter 4:
Perspective drawing ............................................................................ 46
Chapter 5:
Wedges, wheels and gears .................................................................. 60
Chapter 6:
Mechanisms that change the type of movement .............................. 76
Chapter 7 Mini-PAT:
Design and make a model of a machine to crush grain .................. 90
Term 2
Chapter 8:
The impact of Technology on society and the
environment ......................................................................................... 110
Chapter 9:
Making new things out of old things ................................................. 124
Chapter 10 Mini-PAT:
Design a house to use less energy ..................................................... 140
Term 3
Chapter 11:
Levers, linkages and gears ................................................................... 180
Chapter 12:
Mechanical advantage calculations ................................................... 202
Chapter 13:
Drawing gear systems .......................................................................... 214
Chapter 14:
Bevel gears, bicycles and systems diagrams....................................... 232
Chapter 15:
Investigate aspects of mining in South Africa ................................... 244
Chapter 16 Mini-PAT:
A mine needs a lifting system.............................................................. 266
Term 4
Chapter 17:
Electrical systems and control ............................................................ 298
Chapter 18:
Energy supply for the people .............................................................. 318
Chapter 19:
Electrochemical cells and batteries ................................................... 334
Chapter 20:
Generating electricity for the nation ................................................. 348
Chapter 21 Mini-PAT:
Circuits with logic control .................................................................. 370
5.
VI VII
Minimum materialsand tools needed for technology activities
Learners need to bring their own basic writing and drawing tools to class, as well as some waste
materials that will be reused. But the school should provide all the other materials and tools listed below.
Not all the materials and tools will be used in every chapter. At the start of each chapter there is a list
of the specific tools and materials required for that chapter.
Important: The teacher should read about the required materials and tools for a chapter
at least one week before that chapter starts. This will ensure that there is enough time for the
teacher to put the necessary materials and tools together, and time for the learners to gather the
materials they have to bring to school.
Tools to be bought by learners
(Necessary for all Technology classes)
Pen, pencil, sharpener, eraser,
ruler (30 cm) Calculators
Geometry instruments: compass,
protractor, set squares (30° and 45°)
Materials to be sourced by learners
(reuse packaging materials etc.)
Left: New 180 gsm cardboard in different colours
(optional, only if learners can afford it). Middle: Reused
Cardboard (thick cardboard like that used for cereal
boxes). Right: Corrugated cardboard (single layer)
Cardboard tubes from rolls
of toilet paper, foil, etc.
Materials to be bought by schools
✘
✔
Big, strong scissors/ kitchen snips (buy in bulk at about R15
each). DO NOT USE SMALL CHEAP SCISSORS!
New 180 gsm cardboard in
different colours (much thinner
than cereal box cardboard, and
easier the cut and fold)
Masking tape Wood glue (glue stick like
'Pritt' is optional)
Prestik (masking tape can be used
instead if this is not available)
String (cotton, 2-3 mm) Copper wire, 1 mm (this bends
easily by hand and can be
cut with scissors; buy from
hardware store)
Galvanised steel, wire 1 mm
(optional: if pliers or other tools
for cutting and bending wire are
available)
6.
VIII IX
Nails (1mm, 2 mm, 4
mm, and 6 mm diameters;
minimum lengths between
3 cm and 8 cm)
Syringes (buy from a pharmacy,
different diameters)
Pipe to use with syringes (buy
from a pet shop, for fish tanks)
Paper clips
Paper fasteners (split pins,
optional, may need to go to
specialist stationary or art
shop to buy)
Tooth picks (buy in bulk) Drinking straws (buy in bulk)
Nails (1 mm, 2 mm, 4
mm, and 6 mm diameters;
minimum lengths between
3 cm and 8 cm)
Syringes (buy from a pharmacy,
different diameters)
Pipe to use with syringes (buy
from a pet shop, for fish tanks)
Paper clips
Paper fasteners (split pins,
optional, may need to go to
specialist stationary or art
shop to buy)
Tooth picks (buy in bulk) Drinking straws (buy in bulk)
Electric equipment and materials to be supplied by schools
Ammeters and voltmeters (or multimeters)
Buzzers
Cells and cell holders Crocodile clip connecting wires
Electric motors
7.
X XI
Insulated copperwire to make electromagnets
Light bulbs and light
bulb holders
Multimeters (or voltmeters
and ammeters)
Resistors
8.
CHAPTER 1: ROOFSAND PYLONS
TECHNOLOGY GRADE 8 TERM 1
2 3
In this chapter, you will learn more about frame structures.
1.1 How can we make a roof withstand the forces acting on it ....................................... 5
1.2 More types of forces ............................................................................................. 8
1.3 Electricity pylons................................................................................................... 13
TERM 1
Chapter 1
Roofs and pylons
LB page 1
Figure 1: Internal view of a roof structure
In this chapter the learners will study frame structures. The aim of the chapter is to use
common examples such as roof trusses and electrical pylons that are familiar to the learners,
and through this process define frame structures, show their components and identify the types
of forces that act on them.
Materials that will assist with this chapter:
Pen or pencil
Cardboard (reinforced cardboard that is used to make boxes is ideal and easily obtained)
Sticky tape
String
Cardboard tubes (from inside toilet rolls or kitchen supplies such as paper towels or foil)
Modelling clay, if available (the learners can make a substitute clay from flour and water)
Toothpicks
Prestik
1.1 How can we make a roof withstand the forces
acting on it?
The examples in this section are designed to give the learners a practical understanding of the
need for bracing frame structures to bear the loads (such as roof sheeting) that they carry.
Learners will discover that strength does not only come from material, but from design as well.
It is important when discussing Figures 4, 5 and 6 to point out that strengthening can be done,
but that it is not as practical or economical as bracing.
The section on trusses that follows introduces the names of the various parts of the trusses,
and these parts need to be emphasised, as the learners will need to know them to understand
and identify the various stresses, which they will now learn about. This starts with tensile
forces. Figures 8 and 9 show how models can be constructed to illustrate the concept.
1.2 More types of forces
Figures 10 and 11 can be used to show the learners how structures can be reinforced or
braced. The idea of struts supporting the roof panels can be demonstrated very effectively
through a practical example of Figure 13, using a cardboard tube to show compressive force. If
the learners have sourced a supply of cardboard tubes, it makes a very good practical exercise
for them to apply as a practical example. It is a very simple way of demonstrating compressive
force.
The next section deals with torsion and shear forces, use Figures 14 to 16 to explain these
forces. If you have a piece of fabric, or a towel, torsion can be shown practically as in Figure
15. Small pieces of clay can be used to demonstrate shear forces as in Figure 16, or by simply
CHAPTER 1: ROOFS AND PYLONS 3
9.
CHAPTER 1: ROOFSAND PYLONS 5
TECHNOLOGY GRADE 8 TERM 1
4
rubbing the clay between their hands and observing the reaction of the material.
In the revision section, ‘Revise what you have learnt’ you will be able to reinforce the learning
of the four different forces, and you can ensure that the learners understand the differences
between the forces by checking their answers in their workbooks.
Important: Note that another truss-name – the queen-post truss – is introduced at this point.
Make sure the learners can identify it.
1.3 Electricity pylons
Electricity pylons are frame structures, and they need to be very strong and securely built. The
learners will learn that frame structures are not as affected by wind as solid structures; they are
strong, they are more economical than brick towers, and have less impact on the environment.
This discussion leads the learners into the section that focuses on making structures rigid using
only a little material. By utilising the examples in Figures 30, 31 and 32, they can refer back
to the electricity pylons and show how triangulation strengthens frames, and therefore the
pylons.
If possible, the learners can use Figures 33, 34 and 35 as templates to build small models
using toothpicks and Prestik. They can be divided into three or four groups for this exercise.
To finalise the chapter, the learners revise the four different stresses: tensile, compression,
torsion and shear, and ensure that the learners grasp the difference.
Figure 2: Different types of electricity pylons Figure 3: Different types of roof trusses
LB pages 2–3
1.1 How can you make a roof withstand the forces
acting on it?
People make and build many different kinds of things, such as houses, motor cars,
roads and dams. We also make items like bottles, clothes, books and furniture.
Some things, like forks, spoons and knives, are solid objects that consist of one
part only. Other objects, like bottles, pots and water tanks, are hollow objects that
can also be called shells. We also make objects that consist of different parts that
are put together, like chairs, tables and bridges. These objects are called frame
structures and it is important to try to make frame structures strong.
Learn about roofs LB p. 4
Fold a sheet of cardboard in the middle so that
it looks like the roof of the house in Figure 4.
1. Use your hand to press down on the cardboard
roof. What happens?
The structure will collapse.
2. Your house’s roof plates may be very strong and will not bend. But what will
happen when a couple of big men sit on the roof to fasten the roof sheets?
With the extra weight of the men on the roof, it might collapse
and be dangerous.
One way to make a roof stronger is to use more and
thicker materials. However, this is not always a good
plan since it will cost a lot more money. It can also
make the roof so heavy that the walls of the building
are not strong enough to carry it.
Figure 4
Figure 5
LB page 4
10.
CHAPTER 1: ROOFSAND PYLONS
TECHNOLOGY GRADE 8 TERM 1
6 7
3. A few ways to strengthen a cardboard roof model
are shown in the sketches below. Look carefully
at each of the sketches. Then write a sentence for
each sketch to describe the method to strengthen
the roof by bracing it.
A B C
Figure 6
(a) Case A: The roof material is reinforced, and it is braced at the bottom.
(b) Case B: The roof is braced at the bottom, and can’t collapse outwards.
(c) Case C: The roof is braced at the bottom, and can’t collapse outwards.
Many roofs are supported by frame
structures called trusses. Trusses can be
made of wood or steel. The different parts
of a truss are called members. Each truss
has a vertical member in the middle. This
is called a king post.
In some truss designs, there are more
vertical members. You can see more roof
truss designs on the first pages of this
chapter.
The word brace comes from
the French word “bras”, which
means “arm”. When you
brace a structure, you put in
something like an extra arm to
make it stronger.
vertical
member
Figure 7: Incomplete roof trusses
LB page 5
Roof trusses have to support the weight of the roof
materials, such as roof sheets.
4. What part of the roof trusses
shown here will prevent them
from tearing apart when the
roof sheets are loaded onto
them? Show your partner this
part on one of the roof trusses
on Figure 8.
The learners must indicate
that the horizontal members
at the bottom prevents the panels
from sliding apart.
The horizontal member at the bottom of a
truss prevents the two sides from ripping
apart. Instead of a plank, a rope or a wire
can be used to tie the bottom ends of the
two sides together. When a plank or piece of
steel is used for this purpose, it is called a tie
beam.
A tie beam has to be strong enough
so that it will not be ripped apart by the
forces
acting on it. The weight of the roof plates
pressing down on the trusses can cause
the ends of the trusses to pull apart.
You can say that there is tension in the tie
beam, just like there is tension in a rope you
pull.
Forces that cause tension are called tensile
forces.
Figure 9: The yellow tie beam is under
tension.
LB page 6
Figure 8
11.
CHAPTER 1: ROOFSAND PYLONS
TECHNOLOGY GRADE 8 TERM 1
8 9
1.2 More types of forces
Making a roof even stronger
The two sloping members on the
sides of the horizontal beam in
Figure 10 are called rafters.
1. Copy the drawing in Figure 10.
Write the name of each of the four
members next to the member on
the diagram. This is called adding
labels to the diagram.
The four answers the learners
must enter are shown on the figure:
2. The rafters may bend when the wind blows against the roof, or when a heavy
load is placed on the roof.
Figure 11
What can you do to
strengthen the trusses so
that the rafters will not
bend when a heavy load
is acting on them? Make a
sketch to show your plan.
Figure 10
The sketch must show reinforcing of the
rafters by the addition of struts. They don’t
have to be exactly like those shown on the
next page; as long as the learners show that
the rafters have been reinforced
Vertical or King
beam for the
centre post
Rafters for
the two outside
slanting beams
Tie beam for the
bottom beam
LB page 7
The trusses on the right
have struts to support the
rafters.
The two photographs below demonstrate the kind of force that acts on roof struts.
When a force acts like this, it is called a compressive force.
A force that is able to stretch or pull something
apart is called a tensile force.
A force that is able to compress or squash
something is called a compressive force.
Torsion and shear force LB p. 8
1. Roll a sheet of paper into a tube and
twist it like the person in the photograph
is twisting the towel. By doing this, you
apply a torsion force on the paper tube.
Figure 12
Figure 14
LB page 8
Figure 13: Compressive
forces acting on rafters
12.
CHAPTER 1: ROOFSAND PYLONS
TECHNOLOGY GRADE 8 TERM 1
10 11
2. Press your hands together tightly as
shown in this photograph. Then rub
them against each other.
If you put a piece of clay between your hands
while you do this, the shape of the clay will
change. The force applied by your rubbing
hands is called shear force.
Figure 16
Figure 17 shows two pieces
of wood joined with a bolt.
If the two pieces of wood
are pulled apart or pushed
together, a shear force will
act on the bolt. This can
cause the bolt to bend or
even to crack. A thicker
bolt will resist a shear
force better.
Figure 15
Figure 17
LB page 9 Revise what you have learnt in Grade 7 LB p. 10
1. In each case, say which kind of force is demonstrated in the picture.
A
Torsion
B
Compression
C
Shear
D
Tensile
Figure 18: Different types of forces
2. Will this roof structure work well?
Describe what could go wrong when roof
plates or tiles are put on this roof structure.
The roof will collapse under the weight, because it is not braced with tie beams.
Figure 19
13.
CHAPTER 1: ROOFSAND PYLONS
TECHNOLOGY GRADE 8 TERM 1
12 13
Trusses like the ones in the drawings below are called queen-post trusses.
The two vertical members are called queen-posts. They are shaded in Figure 20.
Figure 20
3. Figure 21 is a drawing of another type of queen-post truss. Copy Figure 21 and
shade the queen-posts on your drawing.
Figure 21
4. Make a copy of the diagram in Figure 22. Label members under compression
with a “C” and members under tension with a “T”. Do this for all the members
except for the rafters.
Figure 22
C
C
C
C
C
T
LB page 11
1.3 Electricity pylons
Different designs of electricity pylons
1. Look at the pictures below and on the next page. What purposes do these
structures serve? Why do we build them?
These are pylons that carry electricity cables around the country. The cables
are very dangerous and carry very high voltage. They are built to be very safe,
resistant to bad weather, and have a long life span.
Figure 23
2. Why do you think the pylon in
Figure 24 is designed the way it
is, and not in the way shown in
Figure 25?
The cross bracing (or triangulation)
in Figure 24 gives more stability
and rigidity than the horizontal
bracing in Figure 25.
LB page 12
Figure 24 Figure 25
14.
CHAPTER 1: ROOFSAND PYLONS
TECHNOLOGY GRADE 8 TERM 1
14 15
Figure 26 Figure 27 Figure 28
Figure 29
3. What do you think is indicated by the green parts in Figure 24 and Figures 26 to
29?
They are the concrete foundations that make the pylons stable.
The pylons in Figures 26
and 28 are solid structures
made from concrete. All the
other pylons are steel frame
structures.
LB page 13 Making a structure rigid using only a little material LB p. 14
Triangulation
Forces that act on a rectangular frame can make it skew:
A B
D C
A B
D C
Figure 30: Skewing of a rectangular frame
1. What happens to the lengths of the lines AC and BD when the frame skews?
Go measure it and find out!
A-C gets shorter (Compressed), D-B gets longer (Tension).
To prevent a frame from skewing, a support can be
inserted to triangulate it:
case A case B
Figure 31: Simple triangulation of a frame
2. Compare what happens when you apply forces as in case A and case B.
(a) Why does the frame keep its shape in case A but changes shape in case B?
Hint: Think about the type of forces acting on the blue beam.
In case A, the blue beam acts as a strut, preventing forces of tension.
In case B, the blue beam is compressed, allowing the frame to bend.
(b) How can you improve the design of the frame so that forces cannot make it skew?
By placing another strut across the other two corners.
You can also use the word
skew as a verb:
You can say the “forces skew
the frame”.
Or you can say that the
“forces are skewing the
frame”.
A support inserted to
triangulate a frame can also be
called a brace.
15.
CHAPTER 1: ROOFSAND PYLONS
TECHNOLOGY GRADE 8 TERM 1
16 17
Cross-bracing
Another way to prevent a frame from skewing is to triangulate it twice, to make
a cross. One brace goes from the top left to the bottom right of the rectangle. The
other brace goes from the top right to the bottom left of the rectangle.
case A case B
Figure 32: Cross-bracing a frame
This is called cross-bracing. It is a special kind of triangulation. With cross-bracing,
the frame does not skew when forces are applied as in case A or case B.
3. Compare the frame design in Figure 31 with the one in Figure 32.
(a) Can you use steel cables instead of beams for the braces in both of these
frame designs? Explain your answer.
Yes, you can use steel cables to brace the frames. They will resist the
skewing of the frame by acting as braces against the pull exercised by
the force.
(b) If you use steel beams as braces for both frame designs, do you have to use
the same thickness beams in both designs? Or can you save material and
use thinner braces in one of the designs?
For the frame in Figure 31 you would have to use thicker steel than
the frame in Figure 32, because it is not cross-braced.
LB page 15
How to make a tower resist twisting
The structure of a tower should resist changing shape. Two different ways of
changing shape are shown below.
Figure 33: Skewing Figure 34: Twisting
Using triangulation or cross-bracing on the outside of a frame helps the frame to
resist skewing, but it does not prevent it from twisting, as shown in Figure 34.
Twisting happens when torsion forces act on a structure, as shown by the red
arrows in Figure 34. To prevent a tower structure from twisting, you can use cross-
bracing inside the frame structure. The photos below show how a frame structure
can be built with cross-bracing on the inside and on the outside. The cross-bracing
on the inside is in red, and the cross-bracing on the outside is in dark blue.
Figure 35: Internal cross-bracing
LB page 16
16.
CHAPTER 2: BUILDINGSAND BRIDGES
TECHNOLOGY GRADE 8 TERM 1
18 19
Chapter 2
Buildings and bridges
In this chapter, you will learn about bridges and other structures that span over spaces. You will
learn about different types of bridges, and different ways of making bridges stable and strong.
2.1 Windows and tables .............................................................................................21
2.2 Different types of bridges .....................................................................................25
2.3 Making structures strong enough ..........................................................................29
You will need corrugated cardboard and a pair of scissors to do the work in this chapter. You
will also need some sticky tape.
Figure 1: How can the builders lay bricks over the window?
LB page 17
In this chapter the learners focus on structures that span over space. They will learn about
beams, alternative bridge supports, arches and cantilevers.
In addition they will learn the three most likely ways that these structures fail: fracturing, bending
and toppling. The chapter uses examples familiar to the learners, and follows a progression
from a simple structure, such as a table and window, to more complex examples of different
types of bridges.
Materials required for this chapter:
Pen or pencil
Corrugated cardboard
Sticky tape
Scissors
2.1 Windows and tables
This section requires practical work from the learners.
In the portion of the chapter that deals with lintels, the learners will discover that structures are
not always seen, but still work in the same way. This can be demonstrated by comparing a lintel
to a table.
In the section ‘Build a model table’ encourage the learners to work creatively. They will have the
answer to the problem in Figure 7, but they can be given hints to think about building playing-
card houses.
During the building process, the learners can be reminded of the lessons learnt about bracing in
Chapter 1.
2.2 Different types of bridges
After the learners have completed the questionnaire on Figure 15, it is recommended that
various solutions be drawn on the blackboard, and then discussed before considering the
illustrations in Figure 16. The learners need to show they have grasped the concept whilst
making the tables. Then take them through these examples and explain briefly how each one
works.
The learners must study the practical examples in the following figures. Figures 18, 19, 20 and
21 can all be demonstrated practically by allowing the learners to build the various models.
Recommended: the learners can experiment practically by constructing the three different types
of bridges as described in the text.
Before moving on to section 2.3 the learners revise the types of bridges that are illustrated in
Figure 16.
CHAPTER 2: BUILDINGS AND BRIDGES 19
17.
CHAPTER 2: BUILDINGSAND BRIDGES 21
TECHNOLOGY GRADE 8 TERM 1
20
2.3 Making structures strong enough
This is an investigative section. The learners must work through questions 1 to 6 individually.
Once they have had enough time to fill in the answers, they need to run through the questions
one by one explaining their answers.
The emphasis must be on them identifying and understanding the three main causes for bridge
failures: fracturing, bending and toppling. Once they can identify these causes, they must
move on to question 7, the difference between suspension and arch bridges. The learners must
discuss why these two bridges are safe from the three causes of failure they have identified.
Remind the class that there is homework to be completed for the following lesson.
LB pages 18–19
Figure 2: Different ways of supporting the wall above a window or a door.
Figure 3: What is this structure for? How is it supported?
2.1 Windows and tables
Figure 4
In the picture above, one man is laying bricks above a window, but the window has
not been built in yet. What keeps the bricks from falling down?
The wooden plank (lintel) is laid on the wall on either side and
supports the bricks above the window.
The other man is inserting a lintel across the window opening. A lintel is a piece of
wood, steel or concrete that can support the wall above a window.
Figure 5
Lintels and objects like those in
Figure 5 are called beams.
LB page 20
18.
CHAPTER 2: BUILDINGSAND BRIDGES
TECHNOLOGY GRADE 8 TERM 1
22 23
Build a model table LB p. 21
Valencia is in a hurry and needs a few extra tables for a wedding function at
her house. She cannot afford to buy real tables, but she has many wide sheets of
wood that can be used for tabletops.
Figure 6
1. How can you use the sheet of wood to make tables, without having to cut the
wood? Make a rough sketch of your plan.
Any rough drawing that is a practical suggestion is acceptable. For instance:
Jaamiah has a plan. She cannot describe the
plan in detail, but she made this drawing to
show how her plan will work.
2. Valencia does not really understand Jaamiah’s drawing. Make a better drawing
that will show more clearly what Jaamiah’s tables will look like. You only need
to make a quick freehand sketch to show what the table will look like.
The learners must draw a 3D version of the table, similar to Figure 10.
To understand how Jaamiah’s table will work and to test if it will work well, you
can build a small model of the table. Use corrugated cardboard to do this.
You will need three pieces of corrugated cardboard, each about 20 cm long
and 10 cm wide. Decide how you will cut the pieces for the tabletop and the two
supports. You can cut them with the corrugations along the width, as shown in
Figure 8, or with the corrugations along the length, as shown in Figure 9.
Figure 8: Corrugations along the width Figure 9: Corrugations
along the length
Figure 7
19.
CHAPTER 2: BUILDINGSAND BRIDGES
TECHNOLOGY GRADE 8 TERM 1
24 25
3. Build your model table and test it to see if it will
work well.
4. How should the corrugated cardboard be cut to
make the strongest top for your table, with the
corrugations along the width or along the length?
Along the length.
5. Copy Figure 11. Show on the drawing in which
direction the corrugations should go to make
the strongest supports for your table.
6. Now, think of ways to make the table stronger so
that it can support bigger loads. The table in Figure
12 is not strong enough to support its load without
bending.
Suppose you have another sheet of corrugated
cardboard with which you can make the table
stronger. You can add the sheet as a second table
top, as shown in Figure 13. Or you can cut the extra
sheet in two pieces and make another A-frame
support for the middle of the table, as shown in
Figure 14.
Which way of using the extra sheet will help the
most to make the table stronger, the way shown in
Figure 13, or the way shown in Figure 14?
Figure 14, because the table is supported in
the middle.
Figure 10
Figure 11
Figure 12
Figure 13
Figure 14
LB page 22 2.2 Different types of bridges
Figure 15: Different types of bridges
A beam-and-column bridge
An arch bridge
A truss bridge
A suspension bridge
A cantilever bridge
A cable-stay bridge of the fan type A cable-stay bridge of the harp type
LB page 23
20.
CHAPTER 2: BUILDINGSAND BRIDGES
TECHNOLOGY GRADE 8 TERM 1
26 27
Investigate bridges LB p. 24
Look at Figure 16. A bridge needs to be built so that people can cross a river. The
distance from point A to point B is about 30 metres.
A B
Figure 16
1. Do a quick sketch of Figure 16. Now, show on the drawing what the bridge could
look like.
The learners must draw a supported structure.
2. Look at your drawing. In what way will the bridge be supported so that it will
not bend when a heavy truck passes over it?
The bridge must have support structures underneath to hold it up
under the load.
3. What materials do you think should be used to make the bridge?
Reinforced concrete or steel.
4. How wide should the bridge be?
Wide enough for two cars going in different directions to pass each other
safely on the bridge. (The answer can also be: Wide enough for one car to pass
safely over the bridge.)
5. How many cars can be on the bridge at the same time?
Two, if they have answered that in Q4; one if they have answered that in Q4.
You can easily make a small suspension
bridge between two desks with sticky
tape. When you do this, you use the pieces
of tape as cables.
You can put strips of cardboard across the
two cables to form a deck for the bridge.
6. Do you think this suspension bridge
in Figure 18 will be strong enough to
support a small bird walking on it?
Yes, it will support a small bird.
You can also easily build a small cantilever bridge between two desks. Put two
pieces of corrugated cardboard on the desks, like the blue objects in Figure 19. Put
an object like a book on one end of each cardboard sheet, so that they will not fall
down.
Figure 19
Now you now almost have a bridge, but there is still a gap.
7. How can you complete the cantilever bridge without moving the cardboard
sheets or the desks closer together?
By placing another sheet of corrugated cardboard on top of the
other two sheets.
Figure 17
Figure 18
LB page 25
21.
CHAPTER 2: BUILDINGSAND BRIDGES
TECHNOLOGY GRADE 8 TERM 1
28 29
In a suspension bridge, the cables are anchored on the two sides, the same way
you pasted your sticky tape strips on two desktops. In most suspension bridges,
the deck hangs from the cables. We can also say the deck is suspended from the
cables.
Figure 20
In a cable-stayed bridge the deck is also
suspended from the cables, but the cables
are anchored on support columns, not
on the two sides of the bridge. To make a
simple model of a cable-stay bridge, you
can paste some pieces of string to a sheet
of corrugated cardboard.
Turn the cardboard around so that the
strings are at the bottom.
Pick up and hold all the string ends in one
hand.
Step A
Step B
Step C
Figure 21
2.3 Making structures strong enough
Investigate what could go wrong in structures LB p. 26
1. Do you think it will work well to use a sheet of
window glass for a tabletop?
No, glass can crack or break very easily if
something is dropped on it, or something
too heavy is placed on it.
A glass top can easily crack or break, or fracture,
when heavy objects are placed on it. There are
also other things that could go wrong with
structures.
2. What material was used to make the legs of the chair you are sitting on?
This depends on what type of chair the learners are using. Either steel,
wood or plastic.
3. Why will it not work to use rubber pipes to make the legs of a chair?
Rubber will bend and not give support.
Tom made this plan for a model table with a round top.
His plan is to make three bottles stand on their tops,
with a round disk of cardboard on top of them.
4. Explain why this will not work well.
The structure is unstable with the bottles placed
upside down and not glued to the glass.
Figure 22: A table with a glass top
Figure 23: A table with a round
top
LB page 26
22.
CHAPTER 2: BUILDINGSAND BRIDGES
TECHNOLOGY GRADE 8 TERM 1
30 31
The following are examples of ways in which
structures, like bridges or buildings, or parts of
bridges or buildings, could fail to work.
• Some parts, or members, of the structure can
fracture, or break apart.
• Some parts, or members, of the structure can
bend.
• Structures or parts of structures can topple over.
5. The pictures in Figure 24 show different ways that bridges can fail. Describe
what went wrong in each of the three cases, and how it could be prevented from
happening again..
Figure 24
LB page 27
(a)
(b)
(c)
Figure 24a): The bridge needs to have supporting structures holding
it up, and needs to be anchored to the river wall.
Figure 24 b): The centre span needs to be reinforced with iron bars in the
concrete, or it needs to have an additional supporting column.
Figure 24 c): The supports on each side need to be wider than the bridge, and
the bridge needs to be anchored to these supports to prevent it twisting.
6. A design for a small table is shown in Figure 25.
In what ways could this table fail to work?
Because the table is very tall and narrow, the legs
are very close together. It can be easily knocked
over, or if a weight is placed to close to the edge
it will topple.
7. Figures 26 and 27 show a suspension bridge and an arch bridge.
In a suspension bridge, the deck of the bridge hangs from the cables that carry
the load. Explain in what way an arch bridge is different from a suspension
bridge.
In a suspension bridge, the weight is supported from cables overhead.
The cables are under tension.
In an arch bridge, the weight is supported by the struts and arch underneath,
which are under compression.
Figure 25
LB page 28
23.
CHAPTER 2: BUILDINGSAND BRIDGES
TECHNOLOGY GRADE 8 TERM 1
32 33
Figure 26
Figure 27
Homework: What have you learnt? LB p. 28
1. Where are lintels used in houses, and what are their purposes?
Lintels are used to support the bricks above windows, doorways and
other openings in walls.
2. Can arches be used instead of lintels when houses are designed and built?
Make a freehand sketch to illustrate your answer.
Yes, arches can be used to support bricks above a doorway.
Learners must make a sketch similar to this drawing:
3. What is the difference between a beam-and-column bridge and an arch bridge?
A beam and column bridge rests on straight upright columns that can be placed
in a river or gorge; an arch bridge is supported by an arch that is anchored on
each side.
4. When will you use an arch bridge instead of a beam-and-column bridge.
An arch bridge would be used when the bridge is too high to have supporting
columns reaching the ground below.
Next week
In the next two chapters, you will make more sketches and learn new drawing
techniques.
24.
CHAPTER 3: FLATAND ISOMETRIC WORKING DRAWINGS
TECHNOLOGY GRADE 8 TERM 1
34 35
Chapter 3
Flat and isometric
working drawings
In this chapter, you will learn about an important way to develop and communicate your ideas
in Technology. You will start drawing freehand sketches. Then, you will learn about drawing one
face of an object in two dimensions. Finally, you will learn how to draw an object showing three
dimensions.
3.1 Line types and scale drawing .............................................................................. 37
3.2 Single view flat 2D drawing ................................................................................. 41
3.3 Isometric drawing ............................................................................................... 43
Figure 1
LB page 29
This chapter reintroduces the necessary skills of drawing to the learners. In Grade 7, the
learners were taught ‘How to say things with drawings’ and in Grade 8, this skill is enhanced.
Not all learners will have artistic ability, but they can all be shown how to communicate their
ideas in Technology.
Materials needed for this chapter:
Pen, pencil, sharpener, eraser, 30 cm ruler
Compass
Protractor
Set squares (30° and 45°)
3.1 Line types and scale drawing
It is suggested that the first part of this section be emphasised as an introduction to the
importance of drawing. The learners must understand that nothing can be built or manufactured
without being planned. The learners can give examples other than an architect drawing for a
house, such as industrial machinery, cars, ships and other manufactured items, even household
objects. They must be encouraged to understand the need for accurate planning before building
or manufacturing.
The basics of drawing plans are given first, and the learners must be able to differentiate
between the types of lines they are going to use in the drawings. The teacher can utilise the
blackboard to illustrate the uses of various lines.
To introduce scale the learners can be encouraged to think about the size of objects that are
going to be built. A house, for instance, cannot be drawn to the exact size it will be when built,
and an industrial machine is also too large to draw life-size. Figure 9 can be used to show the
differences in scale.
You will be able to check if the learners understand the process by checking the exercise they
complete on page 39. Mistakes can be erased and redone correctly.
3.2 Single view flat 2D drawings
This section can be introduced by showing the learners an object such as a box or book. The
first sketch is free-hand and not to scale and should not present any difficulties.
The second sketch is more complicated: remind the learners that they only have to draw the front
part of the object, but that they must show hidden lines. Ensure that they take note of the reduction
in scale. When checking the drawings, you need to ensure that the hole that is the centre of the
object is represented in their drawing with dashed lines. Monitor the class and assist the learners
who might have difficulty visualising the front of the object by using the box or book example again.
CHAPTER 3: FLAT AND ISOMETRIC WORKING DRAWINGS 35
25.
CHAPTER 3: FLATAND ISOMETRIC
WORKING DRAWINGS
37
TECHNOLOGY GRADE 8 TERM 1
36
3.3 Isometric drawing
Once again, it is recommended that you begin this lesson by using an object to demonstrate the
difference between a flat 2D object, an oblique view and an isometric view. By holding the book
or box up and tilting it to different perspectives the learners will get a better understanding of
oblique and isometric views. By then referring the learners to Figures 13 and 14, you can show
how an isometric drawing gives true dimensions, and that this is very important when drawing
plans.
The learners are given two exercises to practice the technique. Both of these examples require
scaling. They also require the learners to show hidden lines and the scale; ensure that the
learners have worked out the scale correctly. The first example will help the learners if the scale
measurements are done as a class exercise, but for the second drawing, the piano, they must
work alone. The scale is more complicated as the division is not always a whole number. The
learners must put in the measurements in their drawings using dimension lines.
They can be encouraged during this exercise with reminders that mastering these drawings and
techniques will help them with their school work in many subjects!
LB pages 30–31
Figure 2 Figure 3
3.1 Line types and scale drawing
Even the easiest of building projects needs to be designed first. To do this, someone
has to be able to draw the structure that is planned. Very few people are able to
make something without having drawn it first. So let us have a look at the basic
principles of drawing.
Different lines for different purposes
Construction lines
Construction lines are normally drawn to begin to make a drawing. They are feint,
thin lines that will later be replaced by the outlines.
Example:
Figure 4
Outlines
These lines are also referred to as solid lines. They are slightly thicker and darker
than construction lines.
Example:
Figure 5
LB page 32
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CHAPTER 3: FLATAND ISOMETRIC
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Hidden detail
These lines are also known as hidden lines. These are lines you can’t see when
looking at the object. They are the same thickness as outlines but are broken.
Figure 6
Centre lines
These lines show where the centre of a symmetrical object is, for example a circle.
These lines are also called chain dash-dot lines.
When you need to drill a hole in an object, a centre line is useful because it
shows you exactly where you should put the tip of the drill.
Figure 7 Figure 8
The symbol Ø is used to indicate the diameter of a circle. The diameter is written
at the end of an arrow that points to the centre of the circle.
LB page 33 Drawing to scale LB p. 34
It is not always possible to draw something according to its actual size in real life,
because you might not be able to fit it onto the paper you use. So you need to be
able draw something to a different scale. But how does this work?
• Scale 1:1 This is full scale and means that a centimetre in your drawing shows
a centimetre in real life.
• Scale 1:2 This means that a centimetre in your drawing shows two centimetres
in real life.
The drawing below shows the same object drawn to different scales.
Measure the bottom line on the first and second drawings, to check that the
second drawing is really to a scale 1:2.
Figure 9
27.
CHAPTER 3: FLATAND ISOMETRIC
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Look at the drawing of an
object on the right.
1. Redraw this object to a scale of 1:5. Use a ruler to make this drawing and all the
other drawings in this chapter. Use a compass to draw the circle.
• Show dimensions.
• Show the centre lines of the circle.
• Show the scale.
Figure 10
Scale 1:10
LB page 35 3.2 Single view flat 2D drawing
In the drawings that you made in
the previous lesson, you showed
the front, the side and the top of
objects. Now you will make some
drawings where you only show the
front of an object.
Drawing the front of an object in 2D LB p. 36
1. Look at Figure 11. The learner only sees the red part of the block. Make a sketch
of the red part on grid paper.
Figure 11
28.
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2. Make a 1:10 scale drawing of the front part of the object in Figure 12 below.
• Show hidden lines.
• Show dimensions.
• Show the scale.
Figure 12
If you have time left at the end of this lesson, start reading about isometric
drawing on the next page.
Scale 1:15
3.3 Isometric drawing
The differences between a 3D oblique drawing and an isometric drawing are
demonstrated in the examples below. Both drawings are of the same object.
Figure 13: Oblique view
Figure 14: Isometric drawing
The oblique drawing shows the true lengths of lines BC
and CD, but not the true length of AB.
The isometric drawing shows the true lengths of the
lines AB, BC and CD.
The word “isometric” comes
from the words “iso” and
“metric”.
“Iso” means “the same”,
and “metric” means
“measurement”.
LB page 37
29.
CHAPTER 3: FLATAND ISOMETRIC
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44 45
Make isometric drawings LB p. 38
1. Make an isometric
drawing of the chalk
box in Figure 15 on
isometric grid paper.
Use a scale of 1:4.
• Show hidden lines.
• Show dimensions.
• Show the scale.
Figure 15
2. Make an isometric drawing
of the piano in Figure 16 on
isometric grid paper. Use a
scale of 1:25.
• Show hidden lines.
• Show dimensions.
• Show the scale.
Next week
In the next chapter, you will learn to make drawings that show what you really
see. Those drawings are artistic drawings, and they use some special techniques
that you will learn.
Scale 1:25
Figure 16
30.
TECHNOLOGY GRADE 8TERM 1
46 CHAPTER 4: PERSPECTIVE DRAWING 47
Chapter 4
Perspective drawing
4.1 Double vanishing point drawing ............................................................................. 50
4.2 A more difficult double vanishing point perspective drawing .................................... 53
4.3 Make drawings look more realistic using shading and texture .................................. 55
Figure 1: Everything we see around us is in perspective.
LB page 39
This chapter follows on the previous chapter (Flat and isometric drawings) as well as the single
vanishing point drawing they were taught in Grade 7. Learners are introduced to double vanishing
point perspective, and through practical drawings will advance from simple sketches to more
complicated examples. In the third part of the chapter, they investigate the use of shading to
create realistic drawings.
The basic idea in this chapter is to increase the learners’ skills in being able to draw what they
see. Sketching and drawing are important skills for the learners to develop, and even for less
talented learners the basics can be taught. As mentioned in Grade 7, drawing is particularly
important in Technology as it helps the learners to communicate and share ideas and design
details.
Materials required for this chapter:
pen, pencil, sharpener, eraser, 30 cm ruler
compass
protractor
set squares (30° and 45°)
4.1 Double vanishing point drawing
In this section, the learners will first recap their knowledge of single vanishing point perspective,
as well as the drawing techniques they learnt in Grade 7 and previous chapters. Particularly
important are the three types of lines used in these drawings: solid lines for outlines, feint lines
for construction lines and dashed lines for hidden edges.
This revision leads them to examples of double point perspective. This can be introduced to the
learners by showing that in the single point perspective, the box is face on to the illustrator;
in double point perspective the box is in an isometric position to the illustrator. Using the
examples from Figures 4 to 6, the learners are required to draw a simple block using double
vanishing point perspective. You must ensure that the learners can do this step correctly, as the
following exercise is more difficult. They should erase any mistakes and redo the drawing until
they have it correct. Also, ensure that they leave construction lines visible, as this assists them
to check their drawings and remember how they drew it when they revise it later.
4.2 More difficult double vanishing point drawing
This drawing looks a lot more complicated, but you should encourage learners to visualise the
‘block’ without the cut-out, to assist them with this exercise. Take them through the examples
showing them how the block is drawn first, then the cut-out portion is drawn in later. Note that
in this exercise dimension lines are given: the learners must use their rulers to measure the
distances accurately when drawing the object.
CHAPTER 4: PERSPECTIVE DRAWING 47
31.
TECHNOLOGY GRADE 8TERM 1
48 CHAPTER 4: PERSPECTIVE DRAWING 49
Once the learners understand the process, encourage them to practise the skill in their spare
time, using common objects like tables and cupboards.
4.3 Make drawings look more realistic using shading
and texture
This section can be very exciting for the learners, as they will learn skills that they see in books,
comic books and magazine illustrations. The illustrations give excellent examples of the basic
techniques of hatching, cross-hatching, dots and shading. The learners will want to experiment
with these techniques, and this is to be encouraged. Even learners who are not very artistic will
find that their drawings look professional using these techniques.
Figure 20 is a perfect example of a combination of the various principles and techniques; in the
exercises on page 45 and 46, they can practise the basics of shading before creating their own
drawings.
There are no questions for the learners to answer in this chapter, so it is very important that you
ensure they understand the principles taught in all three sections by checking their sketches.
Mistakes not corrected now will impact on their work later. It must be emphasised that practise
is the best way to perfect drawing, and the learners will find this skill very helpful in the
Technology curriculum for the balance of Grade 8 and Grade 9.
Figure 2: Where are the vanishing points for each box?
LB page 40
CHAPTER 4: PERSPECTIVE DRAWING 49
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4.1 Double vanishing point perspective drawing
You were introduced to single vanishing point perspective in Grade 7. You will now
go a bit further and look at double vanishing point perspective. Perspective views
are often used by artists to sketch an object to try to represent what the human
eye really sees.
If you stand looking out over the ocean, a big dam or a flat land area, you will
see a horizontal line where the sky and water or land meet. This is known as the
horizon.
To make a perspective drawing, you need to think of where the horizon line
could be on your drawing.
In Grade 7, you learnt how to draw a box in single vanishing point perspective, as
shown by the drawing below.
Vanishing Point Horizon Line (HL)
Construction lines,
also known as the
visual rays
Front View
Ground Plane
Figure 3
Using two-point perspective LB p. 42
In a double vanishing point perspective drawing there are two vanishing points on the
horizon line. In Figure 2, there is a double vanishing point perspective drawing of a box.
1. (a) To make a double vanishing point perspective drawing of a box, you can start by
drawing a horizon line and one vertical edge of the box as shown below.
(b) Then draw construction lines from the top and bottom of the vertical edge
to two vanishing points on the horizon line.
LB page 41
Vanishing Point 1 Vanishing Point 2
Ground Plane
Figure 4
2. (a) Once you have done this, you have to mark off another edge of the block on
the construction lines as indicated in Figure 5 at A and B.
(b) From points A and B, draw construction lines to vanishing point 2.
Vanishing Point 1 (HL) Vanishing Point 2
Ground Plane
A
B
Figure 5
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3. (a) Now mark off another edge of the block on the construction lines going to
vanishing point 2 at C and D as in Figure 6.
(b) Draw construction lines from points C and D to vanishing point 1.
Vanishing Point 1 (HL) Vanishing Point 2
Ground Plane
A
D
B
C
Figure 6
4. Make your own double vanishing point perspective drawing of a block. Draw in
your solid lines, as indicated on the block drawing in Figure 3.
LB page 43 4.2 A more difficult double vanishing point
perspective drawing
You will now make a double vanishing point perspective drawing of a block with a
piece that is cut out, as shown in Figure 7.
Figure 7
Vanishing point perspective of a block with a cut-out LB p. 44
1. It is best to draw the block first, without the cut-out, as shown below.
Figure 8
34.
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54 55
2. Then mark the cut-out, as shown below.
Figure 9
3. Make and complete your own double vanishing point perspective drawing of
the object in Figure 7. Draw in solid lines where necessary.
4.3 Make drawings look more realistic using
shading and texture
When you draw a picture of an object, you can use perspective to make the picture
look more life-like or real.
When you’ve drawn your object in perspective, you can make it look even
better by using shading. Shading is a way of showing that something is a three-
dimensional shape, instead of a two-dimensional shape.
Compare Figures 10a and 10b, as an example.
Figure 10a: a circle (two-dimensional) Figure 10b: a sphere (three-dimensional)
The basic principle of shading is light and shadow, as you can see in Figure 11. The
position of a light source relative to an object determines which parts of an object
are lighter and which parts darker.
Figure 11: The position of light shining on the cube determines which parts will be darker or lighter. The
position of the light on these cubes is shown by the red arrows.
There are a number of techniques that you can use to shade an object, regardless
of the drawing tool you are using, such as a pen, pencil, coloured pencil, crayon,
charcoal, brush or ink.
LB page 45
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Hatching
Hatching means that you draw more-or-less parallel lines on the part of the object
you want to be in shadow. The closer your lines are together, the darker you can
make the shadow. Hatching works well with any drawing tool that can make lines.
Figure 12: Different shades created by hatching
Cross-hatching
Cross-hatching is like hatching, except that you draw 2 sets of lines, crossing each
other. Cross-hatching also works well with any drawing tool that can make lines.
Figure 13: Different shades created by cross-hatching
Dots
Instead of drawing lines, you can use your pen, pencil or any other drawing tool to
make dots for shading. The closer the dots are together, the darker the shade will be.
Figure 14: Different shades created by dots
Ink washes
You can dilute ink with water to create different shades. A lot of water and a bit of
ink will make a lighter shade and a lot of ink with a bit of water will make a darker
shade. Once you’ve mixed the ink and water, use a brush to apply the ink. If you
don’t have ink, you can use watercolour paint in the same way.
Figure 15: Different shades created by an ink wash and a brush
LB page 46
Here are examples of basic forms that have been shaded using these different
techniques:
Figure 16: A sphere
Figure 17: A cube
Figure 18: A cylinder
Figure 19: A cone
LB page 47
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Below is a much more complex shape that has been drawn by an artist using a
combination of shading techniques:
Figure 20: Portrait of a man in a suit
Drawing exercises LB p. 48
1. Create 5 different shades using one of
the shading techniques you’ve learnt
about.
2. Figure 21 is a line drawing showing a
tree, a house and a car. It was drawn
by combining different basic shapes.
Make a copy of this drawing and shade
it in. You can use any of the shading
techniques you’ve learnt about in
this chapter.
.
LB page 48
Figure 21
Next week
In the next three chapters, you will learn about different ways to change the way
that things move, for example using gears and cranks.
37.
CHAPTER 5: WEDGES,WHEELS AND GEARS
TECHNOLOGY GRADE 8 TERM 1
60 61
Chapter 5
Wedges, wheels and gears
In this chapter, you will learn how wedges, inclined planes, wheels and gears can change
the direction and size of a force. These things are all called simple mechanisms. Different
simple mechanisms can be used in combination with one another to create more complicated
machines, like bicycles or cars.
5.1 Inclined planes and wedges............................................................................... 64
5.2 Wheels ............................................................................................................ 67
5.3 Gears.............................................................................................................. 70
gear with 24 teeth gear with 32 teeth
moderate
incline
gear with 32 teeth
gear with 22 teeth
steep
incline
Figure 1: You use different combinations of gears on a bicycle when you cycle up a moderate slope
or a steep slope. Why?
Gears make it easier to climb hills by giving a mechanical advantage.
Words to talk about hills and roads going upwards
When a road is flat, you say that it is level.
When a road goes up or down, you say that it has a slope, a gradient, or an incline.
When a road goes slightly upwards, you say it has a gentle incline.
LB page 49
When a road rises more quickly, you say that it has a moderate incline.
When a road rises up sharply, you say that it has a steep incline.
5.1 Inclined planes and wedges
The introduction is very important to set the scene, especially when it comes to understanding
how gears will give a mechanical advantage. The revision that the learners do at the beginning
of the lesson will set the scene. Make sure they remember and understand the difference
between mechanical advantage and distance advantage.
The questions on page 52 are a good guide to the practical understanding of inclined planes.
The similarity in shape between an inclined plane and a wedge can be used to introduce the
section on wedges. Once the learners have grasped the relationship between input force and
input distance, you can refer back to the inclined planes in the previous section. This will be
assisted by the illustration of the house being levelled with the use of wedges. This is a perfect
way to emphasise output force, as the house is lifted.
5.2 Wheels
The importance of wheels in our history is a good way to introduce this section. Wheels have
changed the course of technology, and therefore the history of civilisation, something that they
can get excited to discuss.
The practical examples are easy to follow, but you must ensure that the learners understand the
principles of rotational movement, linear movement and friction, as these subjects will
feature very strongly in the Technology curriculum.
A bicycle is used to demonstrate these principles, and the learners will be able to identify with
the examples given. (It would be ideal if you could bring a bicycle to the class to demonstrate!)
The group discussion must be closely monitored, and then they can write down the answers
individually in their workbooks. You will be able to assess each learners’ understanding very
accurately from questions 1 and 2.
5.3 Gears
Gears can be closely compared to levers, you can introduce and emphasise this relationship at
the beginning of this section. Once the learners understand that gears work on this principle, it
will be easier to introduce the concept of gear ratios.
Questions 1 to 6 will make the learners think about the gears, how they work with one another, and
also introduce ratios (question 5). You can demonstrate the answers to these questions by using lids
from two jars and rotating them next to each other. Use a bottle top and a jar lid for question 5.
Similarly, to demonstrate idler gears, two bottle tops and a jar lid will work perfectly.
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62 63
Gear ratios are discussed as a separate section following this one, but the learners will already
have an idea of how they function from question 5 on page 59.
In this section, the learners will learn the technical aspects of gear ratios, and how to calculate
them. It is important that they understand the methods used to calculate the ratios, as they will
need this information for future work.
The answers the learners give to questions 1 and 2 are extremely important; if there are any
incorrect answers it is recommended that the class be taken through the process again until
you are sure all the learners are comfortable with the calculations. You can vary the figures to
make sure that the process they follow is correct, and they aren’t simply repeating their earlier
answers.
NB: Some learners, as well as some teachers, may disagree with the definition of gear ratios
given on page 61, as it contradicts the way one talks of a high or a low gear on a car or a
bicycle. If that happens, do not tell the learners that they are wrong and the definition is right.
Rather explain to them what is on the following page, and make copies of the page for them.
Talking about gears in everyday language, and calculating gear
ratios
The definition of gear ratio is a convention, which means
it something people agreed on, like the spelling of a word.
It is not an absolute truth. The people who decided on the
convention for how gear ratios should be calculated were
scientists and engineers. Unfortunately, they did not pay
attention to the way that other people talk about gears in
everyday language, when they made this convention.
You have good reason to be annoyed at them for confusing you!
In everyday language, you use the descriptive words “low” and “high” to talk about gears
selected on a car or bicycle. In a car, you use a low gear (second gear) to drive slowly up a very
steep hill, and you use a high gear (fifth gear) when you drive fast on a flat road. When you cycle
on a flat road, you can select either a low or a high gear. If you select a low gear, you will pedal
fast but with a light force. If you select a high gear, you will pedal slowly but with a heavy force.
So in everyday language, a low gear means that the input rotational speed (of the engine or the
pedals) is fast compared to the output rotational speed (of the wheel). In other words, the output
rotational speed is slow compared to the input rotational speed. That means if you divide the
output rotational speed by the input rotational speed, you will get a small answer.
Unfortunately, the scientists or engineers who decided on how to calculate gear ratios, defined
gear ratios the other way round. They defined gear ratio as input rotational speed divided by
output rotational speed (see the formula on page 61):
gear ratio:
rotational speed of input axle
rotational speed of output axle
An example of a spelling
convention:
In South Africa and Britain we
write “colour”, but in America
they write “color”.
The following table shows how the gear ratios of a motor car are shown in a motor car magazine.
Gear 1st 2nd 3rd 4th 5th
Gear ratio 4.1 2.2 1.5 1.1 0.9
Note that the highest gear (5th) has the smallest value of the gear ratio.
A useful way to think of the definition of gear ratio is to say that it is the number of times that a
car’s engine or a bicycle’s pedals have to rotate for the wheels to rotate once.
LB page 50
Figure 2: Which path would you take up the mountain?
Which path would take longer?
Both paths go up the mountain. The path on the left is
longer, but it is easier to climb up since it isn’t so steep,
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5.1 Inclined planes and wedges
Revision: Mechanical advantage
In Grade 7, you learnt how levers, pulleys and cranks
can help you to move things. To get an object to move,
you need to push it or pull it. A push or pull is called
a force. That force will make the object move over a
distance. Force and distance are the two important
things that are changed by a mechanism.
Some mechanisms change a small input force over a
large distance into a large output force over a small
distance. You can say that the mechanisms have a
mechanical advantage, but a distance disadvantage.
You get a mechanical advantage when a machine
makes it easier to lift or move something.
Other mechanisms change a large input force over a
small distance, into a small output force over a large
distance. You can say that the mechanisms have a
mechanical disadvantage, but a distance advantage.
You get a distance advantage when a machine makes
something move further.
Whenever you look to see how a mechanism works,
try to understand what is happening to the input force and the output force.
Also try to understand what is happening to the input distance and the output
distance. A distance advantage is often also a speed advantage, because if
something moves further in the same time, it also moves faster.
Inclined planes
A road that goes up steeply can be called an inclined plane. The roof of a house
that goes up at an angle is also an inclined plane.
Helping a boy in a wheelchair to get up a step LB p. 52
When people design buildings with steps,
they also have to think about old people or
people in wheelchairs. These people will
struggle to get up steps, like the boy in the
wheelchair in Figure 5.
Levers, pulleys and cranks
are different types of
mechanisms. In this chapter,
you will learn about more types
of mechanisms.
Figure 3: A pair of pliers that
give a mechanical advantage.
Figure 4: A pair of kitchen tongs
that give a distance advantage.
Figure 5
LB page 51
LB page 52
To help the boy, you can build a ramp to make a smooth
path between the low place on the ground and the higher
place.Two different designs of a ramp are shown below.
ramp A ramp B
Figure 6 Figure 7
1. Which design will be the easiest for the boy to get from the ground to the
higher place, and why? Hint: Read the part on “Words to talk about hills and
roads going upwards” at the bottom of page 57.
Ramp B, because the slope is not as steep.
2. Will the boy travel the same distance up both ramps A and B, or will he travel a
longer distance on one of the ramps? If yes, which one?
Ramp B. It is longer because the angle is not as steep.
3. Will the force with which the boy has to turn the wheels be the same on both
ramps, or will it be greater on one of the ramps? If yes, which one?
The force is different on the ramps. It is much greater on ramp A since it is steeper.
4. Use the following words to write a few sentences to explain why it is easier for
the boy to go up the one ramp than the other:
input force, output force, input distance, and output distance.
The distance that the boy travels up ramp A at a slope is shorter than the
distance that he travels up ramp B. These are the input distances.
The input force is the force of the boy’s hands on the wheels.
Because ramp A has a bigger input distance, it requires a smaller input force.
The output distance is the height of the step. The output force is the force in
the vertical direction, directly upwards. For both ramps A and B, the output
distances and the output forces respectively are the same.
5. Which ramp gives the boy the greatest mechanical advantage?
Ramp B gives the boy the greater mechanical advantage.
A ramp is also an inclined
plane.
40.
CHAPTER 5: WEDGES,WHEELS AND GEARS
TECHNOLOGY GRADE 8 TERM 1
66 67
Wedges
Axes and knives are wedges. Wedges change a small input force into a larger
output force. They use a large input distance to give a small output distance.
Why does an axe make it easier to split wood? LB p. 53
input
force
output force
input
distance
output distance
Figure 8: The wedge shape of the head of an axe makes it easier to cut wood.
When you cut wood with a wedge-shaped axe, a large input distance downwards
causes a small output distance sideways.
1. Is the input force greater or smaller than the output force? Or are they the same?
The input force is the same as the output force.
2. Does an axe give a mechanical advantage or a distance advantage?
The axe gives a mechanical advantage.
The drawing on the right shows how
wedges can be used to make a house level.
If a house is not level, and you put a ball on
the floor, the ball will roll to the lowest side
or corner of the house.
Figure 9: Wedges can be used to lift up
very heavy objects, even houses!
LB page 53 5.2 Wheels
What is special about wheels? They can roll over a
surface to cover a distance, just like a ball. When
a wheel on the ground turns, it moves forward in
a specific direction. So a wheel changes a turning
or rotational movement into a straight or linear
movement.
Without wheels, the only way to move objects over
the ground or another surface would be to drag them
across the surface. Perhaps you have moved a heavy
cupboard or even a fridge or a stove over a floor. It
is hard work! But if there were wheels underneath
the heavy object, it would be much easier to move it,
because the friction would be less.
Figure 10 Figure 11
Imagine you are moving a heavy cupboard. Fortunately, the cupboard stands on
wheels, like a shopping trolley. When you push the cupboard, the wheels turn
and the cupboard moves forward. So your linear pushing movement is changed
into the rotational movement of the wheels, which is changed into the linear
movement of the cupboard. This is why you say that a wheel is a mechanism
that changes the direction of movement. It changes the movement from linear
movement, to rotational movement, and back into linear movement.
The words “roll” and “rotate”
both come from the same old
Latin word “rota”. Rotational
movement means a rolling or
circular movement.
The word “linear” comes
from the word “line”. Linear
movement means movement
in a straight line.
Friction is the resistance force
that makes it hard to slide
something along a surface.
LB page 54
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The wheels under the cupboard were freely turning, like the front wheel of a
bicycle. You call that a free-running wheel.
The back wheel of a bicycle does not turn freely. It turns because the chain is
pulling the gear on the back wheel to turn. You call that a driven wheel.
Figure 12: The back wheel of a bicycle is driven by the gear and chain mechanism
A wheel that is driven gives a distance advantage. The
drawings on the right and below use a bicycle as an
example to explain this.
The chain goes around a gear on the back wheel.
That gear has a circumference of 30 cm. So if the
chain pulls forward by 30 cm, then the gear will rotate
once.
• When the gear rotates once, the wheel rotates once.
• The wheel has a circumference of 207 cm. If the
wheel rotates once, the bicycles moves forward by
207 cm.
• Therefore, when you pull the chain forward by
30 cm, the bicycle moves forward by 207 cm. That is
why a driven wheel gives a distance advantage.
Figure 13: A wheel gives a distance advantage
LB page 55
For a wheel to turn, it has to turn around something that is at the centre of it. This
is called the axle. An axle is for a wheel what a pivot or fulcrum is for a lever.
The inside of the wheel rubs on the axle, so there is some friction that tries to
stop the wheel from turning. This friction is very small because:
• The distance moved at the outside of the wheel
is greater than the distance moved at the axle.
You can see this on Figure 14, where the distance
moved at the outside of the wheel is shown in blue,
and the distance moved at the axle is shown in red.
For the same forwards movement, a bigger wheel
will give a smaller movement at the axle. Therefore
big wheels give less rubbing or friction at the axle.
• Most wheels have a very smooth oiled surface or
bearings between the axle and the wheel, to reduce
the friction even more.
Group discussion LB p. 56
Work in groups of three or four. Write down your answers.
1. Why are some wheels small and others big?
Hint: Think of the advantages and disadvantages of small wheels and of big
wheels. Also think of the weight and cost of the wheels.
Examples of answers:
Bigger wheels can give a mechanical advantage, but they are heavier to drive
and more expensive to make.
Smaller wheels work better on smaller vehicles, but will generate more friction.
2. A motor car, a 4 × 4 bakkie, a shopping trolley, and a skateboard each have four
wheels. For each one of these examples, which wheels are driven and which are
free-running?
The motor car and bakkie have driven wheels, the skateboard and
shopping trolley have free-running wheels.
Figure 14
LB page 56
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5.3 Gears
Things can turn in two directions LB p. 57
The diagram below shows two levers that are mounted on vertical supports. The
levers can turn around axles that are shown with round black dots.
Figure 15
1. If you push the black end of the lever on the left down,
(a) in what direction will the red end of the lever move, and
The red end of the lever moves up.
(b) in what direction will the blue end of the lever on the right move?
The blue end of the lever moves down.
2. If you push the black end of the lever
on the left down, will the lever
turn clockwise like this,
or anti-clockwise like this?
Anti-clockwise
3. If you turn the lever on the left anti-clockwise,
in which direction will the lever on the right turn?
Clockwise
Figure 16: To talk about the
direction that something moves
over a distance, you use the
words forwards, backwards, left,
right, up and down. But what if
something does not move to
anywhere else, but turns while
it stays in the same position?
Then you talk about something
turning, like the hands or arrows
of a clock.
LB page 57 Gears are very similar to levers. Look at the
drawings below.
Imagine you attach many levers to a round disc as
in drawing A. If you then add material to make the
ends of the levers into the shapes of gear teeth, you
will have a gear, as shown by drawing B.
The type of gear shown in drawing C is called a
spur gear. In Term 3 of this year and in Grade 9, you
will learn about other types of gears.
C
B
A
Figure 17: You can think of a gear as if it is made up of many levers.
4. The red gear below is turned anti-clockwise, until the tooth with the black dot
reaches the arrow. Copy the figure below.
(a) Draw another arrow to show where the tooth with the blue dot will be when
the black dot reaches the arrow. See arrow on yellow gear
(b) Draw a small cross to show where the red dot will be when the black dot
reaches the arrow. See star on yellow gear
Figure 18
(c) In what direction will the yellow gear turn, when the red gear is turned
anti-clockwise?
Clockwise
LB page 58
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5. (a) In what direction must the small
gear on the right be turned so that
the blue dot will move downwards
when you start to turn?
Anti –clockwise (Red dot upwards)
(b) If the small gear is turned
clockwise until the red dot is back
at the yellow arrow again, where
will the blue dot on the big gear be?
(c) If you turn the small gear by hand,
will the big gear turn faster or
slower than the small gear?
Explain your answer.
(c) If you turn the small gear by hand, will the big gear turn faster or slower
than the small gear? Explain your answer.
Slower, because it has more teeth than the smaller gear, with a ratio of 2:1
Spur gears work together in sets of two or more.
Any set of gears has an input gear and an output
gear.
The input gear is also called the driver gear, and
the output gear is called the driven gear.
If the small gear in Figure 19 is turned by hand then
the small gear is the input gear.
When the teeth of two gears touch so that the gears
turn together, you say that the two gears mesh.
Any two gears that mesh turn in opposite
directions. This is called counter-rotation.
6. If you want the driver gear and the driven gear to turn in the same direction the
two gears will not work. Can you make another plan?
You can make another plan by putting a gear in-between the driver gear and
the driven gear. Allow learners to be creative and to come up with other solutions.
Figure 19
LB page 59 Idler gears LB p. 60
The drawing below shows a set of three gears. The gear in the middle is called an
idler gear. Its purpose is to make the driven gear turn in the same direction than
the driver gear.
Figure 20: In a three gear set the input and output gears turn in the same direction.
1. Look at the system of gears in Figure 21. If the gear on the left is the driver gear,
will the driven gear turn faster or slower than the driver, or will it turn at the
same speed?
The driven gear will turn at the same speed as the driver gear, since it has
the same number of teeth
driver gear driven gear
Figure 21
When an idler gear is smaller than the other gears, as for example in Figure 21,
then it is made of harder material than the other gears. This is because the idler
gear will rotate more times than the other gears. Every time a gear turns, the
metal rubs against the metal of the other gears, and a little bit of the metal rubs
away. Have a look at the soles of your shoes. The same thing happens to them.
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Gear ratios LB p. 61
1. Look at the gears on the right.The big gear
is the inputgear, and the small gear is the
output gear.
Each gear is fixed to an axle, and the axle
drives a fan.The speed with which the fan
turns is called the rotational speed of the
axle.
(a) Will the fan on the big gear rotate faster
or slower than the fan on the small
gear, or will it rotate equally fast?
The fan on the big gear will rotate slower than the fan on the small gear.
(b) Will the force with which you turn the axle of the big input gear be smaller
or bigger than the turning force on the axle of the small output gear?
A little bit of turning of the input axle causes a lot of turning on the output
axle. Therefore, the turning force on the input axle is bigger than the turning
force on the output axle.
A gear system can change a fast rotational speed
into a slower one, or a slow rotational speed into a
faster one. The gear ratio is equal to the speed of
rotation of the input gear divided by the speed of
rotation of the output gear.
Gear ratio and speed ratio are the same thing. It
can also be called “velocity ratio”.
The speed of rotation of each gear is inversely
proportional to the number of teeth of the gear.
Therefore, the gear ratio can be calculated by
dividing the number of teeth on the output gear by
the number of teeth on the input gear.
In Figure 22, the big input gear has 40 teeth and
the output gear has 20 teeth. So this gear system
has a gear ratio of 20 ÷ 40 = ½. You can also write it
as the ratio 1:2. It means that the input gear turns
at half the speed of the output gear.
A gear system also changes the turning force on
the input axle into a different turning force on the
output axle. If the rotational speed of the output
axle is faster, the turning force on the output axle
will be smaller.
Figure 22
Turning force is also called
torque.
For the gear system in Figure 22, the output axle exerts half the
turning force of the input axle.
gear ratio =
rotational speed of input axle
rotational speed of output axle
=
turning force on output axle
turning force on input axle
=
number of teeth on output gear
number of teeth on input gear
Sometimes gears do not touch each other, but are rather connected by
a chain, as on a bicycle. But the gear ratios still work in the same way.
On the left in Figure 23 are all the different gear choices at the front
of a bicycle, between the pedals. On the right of Figure 23 are all the
different gear choices at the back of this bicycle, on the back wheel. The
number of teeth of each gear is written inside the gear.
front back
Figure 23: Gear choices on a bicycle
2. (a) What is the biggest gear ratio that you can choose on this bicycle? Choose
the front and the back gears that you will use, and then calculate the gear ratio.
The 22-tooth front gear and the 23-tooth back gear. Gear ratio=23÷22=1.05
(b) What combination of the front gear and the back gear will you choose to a
go up a very steep hill?
The 22-tooth front gear and the 23-tooth back gear.
LB page 62
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CHAPTER 6: MECHANISMSTHAT CHANGE THE TYPE OF MOVEMENT
TECHNOLOGY GRADE 8 TERM 1
76 77
In the previous chapter, you learnt how mechanisms such as wedges, inclined planes, wheels
and gears can change the direction, the distance and the force of a movement. For wedges and
inclined plains, the movement was in straight lines. For wheels and gears, the movement was in
circles, in other words, rotational movement.
In this chapter, you will learn about another type of
movement, that is in a straight line, but does not keep moving
forward on that line. Instead, the movement is backwards and
forwards or up and down along the line. When you cut bread
with a knife, or you cut wood with a saw, you make such a
movement. This type of movement is called reciprocating
movement.
You will learn about mechanisms that change rotational movement into reciprocating movement,
or reciprocating movement into rotational movement.
6.1 The crank-and-slider mechanism............................................................................ 79
6.2 The cam-and-follower mechanism .......................................................................... 83
6.3 A car engine: Using a crankshaft and a camshaft.................................................... 87
The word “reciprocate” comes
from the old Latin words “re”
and “pro”. “Re” means back
and “pro” means forward.
Chapter 6
Mechanisms that change
the type of movement
LB page 63
Figure 2: A wind
pump converts
a rotating
movement into
a reciprocating
movement.
Figure 1: When you saw wood you make a
reciprocating movement.
Materials required for this chapter:
pen, pencil, sharpener, eraser, 30 cm ruler
6.1 The crank-and-slider mechanism
Learners observe the movement of a crank-and-slider mechanism, in a series of drawings that
are in chronological order. They measure things on the drawings, and interpret the relationships
between different measurements.
They then observe drawings of how a steam engine uses a crank-and-slider mechanism.
6.2 The crank-and-follower mechanism
Learners read and look at drawings about the names for different shapes of cams, and the
different parts of a cam-and-follower mechanism.
They then observe the movement of an engine valve pushed by a cam-and-follower mechanism,
in a series of drawings that are in chronological order. They measure things on the drawings,
and interpret the measurements.
Lastly, they investigate the movement of a snail cam. They discover that at a certain position of
a snail cam’s rotation, the distance from the axle to the outer edge of the cam suddenly drops
from a big to small value.
6.3 A car engine: Using a crankshaft and a camshaft
Learners read and look at drawings about how a motor car engine works, and especially about
how cam-and-follower mechanisms are used to open and close valves at the correct times.
Then they make a 3D artistic drawing of the crankshaft of an engine.
46.
CHAPTER 6: MECHANISMSTHAT CHANGE
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79
TECHNOLOGY GRADE 8 TERM 1
78
Figure 3: A steam driven locomotive uses a crank-and-slider mechanism to turn the
wheels.
LB pages 64–65 6.1 The crank-and-slider mechanism
Revision: A crank-and-spool mechanism
You learnt about cranks in Term 3 of Grade 7. There, a crank was used to turn a
wheel called a spool on which rope was rolled up. The crank was part of a bigger
mechanism that is called a crank-and-spool mechanism or a winch. The crank can
be turned one way to pull in the rope, and the other way to let it out.
When a crank is part of a winch,
it changes a big rotational
movement with a small force into
a small rotational movement with
a big force. The longer the crank
arm is, the more mechanical
advantage it gives.
Some winches also use gears to
give an even bigger mechanical
advantage.
Changing rotational movement into reciprocal movement
To change rotational movement into reciprocal movement, a crank is used in a
different way, as shown by the pictures on the next page. A slider is attached to the
crank by a connecting rod. The slider is normally round, and fits into a round hole.
It can only move sideways, not up or down.
There is a pivot between the crank and the connecting rod, and another pivot
between the connecting rod and the slider. Both pivots change position when the
mechanism is working. The crank turns around an axle. The axle never changes
position, it just turns.
The crank can be fixed to a wheel to make the wheel turn with it. Or the crank
can be part of the wheel.
The way the crank works depends only on the
distance between the centre of the axle and the
centre of the pivot between the crank and the push
rod. This distance is called the crank throw. This is
shown on Figure 5.
The longer the crank throw is, the greater the mechanical advantage of the crank
will be. The shape of the crank does not matter.
Figure 4: A simple hand-powered winch used to lift a
bucket of water
LB page 66
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CHAPTER 6: MECHANISMSTHAT CHANGE
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80 81
c
r
a
n
k
t
h
r
o
w
connecting rod
slider
pivots
axle
Figure 5: The different parts of a crank-and-slider
mechanism
Thinking about the pictures
LB p. 67
The different steps in the operation of a
crank-and-slider mechanism are shown
in the pictures on the right, in Figure 6.
1. How long is the crank throw in the
mechanism in Figure 6?
Between 5 and 5.5 mm
2. How far is the movement of the slider
from the furthest position on the left to
the furthest position on the right? This can
be called the “total sideways movement”.
10 mm
3. If the crank throw was twice as long, how
long would the total sideways movement
of the slider be?
20 mm
4. Will the slider ever stand still while the
crank is rotating?
No, never
Figure 6: Different steps during the operation
of a crank-and-slider mechanism
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7 furthest position
to the right
furthest position
to the left
LB page 67
The crank-and-slider mechanism
inside a steam engine
In a steam locomotive a coal fire is used to
boil water. The water changes into very hot
steam that has a high pressure. Imagine
you are blowing up a balloon. You have to
create a high pressure of air in your mouth
to make the balloon bigger. The balloon
becomes bigger because the high pressure
air moves the sides of the balloon outwards.
Steam at a high pressure can also move
things.
Figure 7
The pictures on the right show how the
movement created by high pressure steam is
changed into the rotation of a wheel.
The hot high pressure steam is shown in red.
When the steam expands, it also cools down.
The cooler steam is shown in purple, and at
the end it is shown in blue.
In an engine, the slider is called a piston,
and the hole inside which the piston moves is
called the cylinder.
A steam engine uses valves to let in the hot
steam on the right or the left of the cylinder.
The valves have to open and close at the right
times. Is there some mechanism that can do
this? This is what you will learn about in the
next lesson.
hot high-pressure
steam in
cool low-pressure
steam out
steam expands and
cools down
steam expands and
cools down
cool low-pressure
steam out
hot
high-pressure
steam in
closed
closed closed
closed closed
open closed
Figure 8: How a steam engine works
LB page 68
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CHAPTER 6: MECHANISMSTHAT CHANGE
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Look again at Figures 6 and 8.
A crank-and-slider mechanism can be used to
change rotational movement into reciprocal
movement, or it can be used to change reciprocal
movement into rotational movement. In other
words, if you move the crank, then the slider will
also move, and if you move the slider, the crank will
also move.
LB page 69 6.2 The cam-and-follower mechanism
A cam is a wheel that is not round, or it is a round wheel that turns around an axle
that is not at the centre of the wheel.
A cam is used with a follower. The rotational movement of the cam is changed
into the reciprocating movement of the follower. The follower is in a sleeve, so that
it can move in one direction only.
A cam is driven by an axle, so that when the axle
rotates, the cam rotates. When the cam rotates, the
follower slides on the cam. The position of the follower
depends on the angle at which the cam is rotated.
A cam and follower changes the rotating movement
of the cam into the reciprocating movement of the
follower.
pear-shaped
cam
snail cam eccentric cam
driven
axle
sleeve
follower
Figure 9: The different parts of a crank-and-slider mechanism, and different shapes of cams
Do you remember the
difference between a driven
wheel and a free-turning wheel
about which you learnt in the
previous chapter?
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CHAPTER 6: MECHANISMSTHAT CHANGE
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Investigate how a cam can be used to open and close valves
LB p. 70
Figure 10 shows how the rotation of a cam changes the position of a valve in an
engine. The figure continues on the next page. Study this figure carefully before
you answer the following questions.
Figure 10:
The movement of
a valve as a cam
rotates
rotation of
cam
starting
position
1 eight of a
cam rotation
2 eights of a
cam rotation
3 eights of a
cam rotation
rotation of
cam in degrees
0° 45° 90° 135°
distance that
valve is open
0 0 0 2 mm
1. Copy and complete the table above to show how far the valve is open at
different positions of the cam in Figure 10. Measure the distance that the valve
is open.
2. Which of the pictures above show the valve at its highest position?
All the positions, except the positions from 3 eights of a rotation to 5
eights of a rotation
3. Which picture shows the valve at its lowest position?
4 eights of a rotation
Figure 10 above shows different positions of a cam and a valve as the cam is
rotating. This is the way that the valves in most engines are opened and closed at
the correct times.
A cam can convert rotational to reciprocal
movement, but not the other way round
4 eights of a
cam rotation
5 eights of a
cam rotation
6 eights of a
cam rotation
7 eights of a
cam rotation
one full cam
rotation
180° 225° 270° 315° 360°
4 mm 2 mm 0 0 0
The reciprocating movement created by a snail cam LB p. 71
1. The drawing on the right uses red arrows to show
the distance between the centre and the edge of
a snail cam at different angles of rotation. Each
arrow is rotated with 45° clockwise from the
previous arrow.
Copy the table below and measure the different
arrows, from the shortest to the longest, and fill in
your measurements.
position 1 2 3 4 5 6 7 8 9
length 11 mm 11 mm 11 mm 11 mm 12mm 16mm 20mm 25mm 24mm
2. Is there a pattern in the lengths of the arrows? How does the pattern work?
The arrows have the same length from positions 1 to 4. From position 5 to 9, the
arrow length increases all the time.
3. What happens between position 9 and position 1?
The distance from the axle to the outside edge of the cam (the arrow length)
suddenly drops/decreases by 13mm.
9
8
7
6
5
4
3
2
1
Figure 11: A snail cam
LB page 71
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Something to read at home: Another type of cam
Some cams are a round wheel, but they do not rotate
around the centre of the wheel. These cams are called
eccentric cams. They are used on many modern bicycles.
During a bicycle race, the cyclists sometimes get flat or
punctured tyres. They then have to take the wheel off to
remove the tyre before they can fix the tyre. This takes a
lot of time, and they’ll struggle to catch up with the other
cyclists again.
Many years ago, engineers designed a mechanism with
which you can quickly take a wheel off a bicycle, without
using any tools. This is called a “quick-release” mechanism.
Today, more expensive bicycles use quick-release
mechanisms on their wheels. They also use a quick-release
mechanism to make it quick and easy to change the height
of the saddle. The photos below and on the right show how
a quick-release mechanism uses an eccentric cam to lock
the saddle at the correct height.
seat
post
quick-release
mechanism
frame
Figure 12: A quick-release mechanism is used to clamp the
seat post to the frame of this bicycle.
Figure 13: The sides of the quick-
release mechanism move or clamp
closer together as the eccentric cam
is turned by the handle.
LB page 72
6.3 A car engine: Using a crankshaft and a camshaft
The different steps in the rotation of a four-stroke petrol engine
Figure 14 shows how a one-cylinder petrol engine works. In a car engine, the
cams are parts of camshafts that turn as the engine turns. You do not need to
understand everything about the engine in Figure 14, as long as you can see that it
is important that the inlet and outlet valves open and close at the correct times
Intake stroke:
A mixture of air
and petrol gas is
sucked into the
cylinder when
the piston moves
downwards.
Compression
stroke: The mixture
of air and petrol is
compressed when
the piston moves
upwards.
Combustion stroke:
The spark plug
ignites the mixture
of air and petrol so
that it explodes. This
pushes the piston
downwards.
Exhaust stroke: The
exhaust gases are
pushed out when
the piston moves
upwards.
outlet
valve
closed
inlet
valve
open
outlet
valve
closed
inlet
valve
closed
outlet
valve
closed
inlet
valve
closed
outlet
valve
open
inlet
valve
closed
Figure 14
.
LB page 73
51.
CHAPTER 6: MECHANISMSTHAT CHANGE
THE TYPE OF MOVEMENT
TECHNOLOGY GRADE 8 TERM 1
88 89
Figure 15: The moving parts inside one cylinder of an engine
Draw an engine crankshaft LB p. 74
1. Make a three-dimensional artistic drawing of the crankshaft of a one-cylinder
engine. Use shading to make it more realistic. First make a rough drawing,
before you make your final neat drawing.
Hint: Look back at page 57 (Learner Book page 47) to see how you can use
shading to make something look round.
cam belt
camshafts
piston
cylinder
crankshaft
connecting rod
valves
Next week
Next week you will start with a practical project to design and make a model of a
machine that can crush grain to make flour. This machine will change rotational
movement into reciprocating movement.
52.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
90 91
Over the next four weeks, you will design and make a model of a machine that can crush grains
like mielies or wheat to make meal or flour.
Week 1
Compare different designs and make your own design ................................................. 93
Week 2
Draw your design and build the model ........................................................................ 99
Week 3
Make improvements to the model and draw an artistic perspective drawing of it ............ 106
Week 4
Present your model and drawings .............................................................................. 109
Assessment
Investigate:
Evaluate different designs that other people made............................................................ [6]
Design brief, specifications and constraints...................................................................... [6]
Design:
Design how to make the structure stronger...................................................................... [8]
Decide what type of mechanism you will use .................................................................... [4]
Make:
Build the basic structure and the mechanism in it.............................................................. [12]
Draw your design of parts to add to the model................................................................. [12]
Make your improvements to the model............................................................................. [10]
Draw an artistic sketch in perspective of your model......................................................... [12]
[Total: 70]
CHAPTER 7 MINI-PAT
Design and make a model
of a machine to crush grain
LB page 75
Materials required for this Mini-PAT:
ruler
geometry sets
big strong scissors (and pliers if the school has)
corrugated cardboard from old boxes (learners should bring this to school)
nail, 1 mm thick and 30-40 mm long
copper wire, 1 mm thick and 28 cm long (or galvanized steel wire if used with pliers)
prestik
masking tape
a sheet of A4 paper (can be written or printed on)
Week 1
Compare different designs and make your own design
Learners observe the different designs given. None of these designs are perfect, but they
all show some good ideas. Learners then evaluate the different given designs in terms of its
advantages and disadvantages.
Learners identify or choose the design brief, specifications and constraints. Then they make
a design to solve a particular problem about the structure of the grain crusher. Finally, they
choose what type of mechanism they will use, and give a reason for their choice.
Week 2
Draw your design and build the model
Learners build a model of a grain crusher according to given graphical instructions. They
interpret photos of different steps in the construction process in order to build their own model.
The model for which the instructions are given has a few problems. Its structure is not stable,
and its mechanism will not make the pestle go up and down. In the rest of the mini-PAT learners
make their own designs and decide how to solve these problems, and then modify their models
accordingly.
Learners make 2D and 3D working drawings of parts that they will add to the structure to make
it stable.
CHAPTER 7 MINI-PAT: DESIGN AND MAKE A MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
90 91
53.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
92 93
Week 3
Make improvements to the model and draw an artistic perspective
drawing of it
Learners make the modifications to the model they planned before.
They draw a 3D artistic perspective drawing of their final model. But before they draw their final
drawing, they have to make a rough drawing. It is very important to start with a rough drawing.
If learners immediately start with the final drawings they will have to erase parts of their drawing
many times, which will get messy, plus they may erase parts of their drawing that were actually
good. It is good to plan before you make. In the same way, it is good to make a rough drawing
that is a plan of your final drawing, before you make the final drawing itself.
Week 4
Present your model and drawings (60 minutes)
The different teams prepare to have a stall at an “expo” where all the teams exhibit their
projects. When the “expo” takes place, learners investigate the designs of other teams, and
they explain their own designs to other teams.
Figure 1: How do mielies become maize meal? Figure 2: Before machines were invented to
grind or crush the mielie seeds, it took a lot of
hard work to make maize meal.
LB pages 76–77
CHAPTER 7 MINI-PAT: DESIGN AND MAKE A
MODEL OF A MACHINE TO CRUSH GRAIN
93
Week 1
Compare different designs and make your own design
Evaluate different designs that other people made (30 minutes)
This is individual work.
The drawings below show rough designs for grain crushers that other people
made. These designs are not complete, and there could be problems with them.
But there could be useful ideas that you may get from these designs.
design A
design B
design C
lever
pestle
Figure 3: Rough designs made by other people
LB page 78
54.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
94 95
Make a list of the advantages and disadvantages of the different designs. Think
about the following:
• How strong and stable is the structure?
• What materials and tools do you need to make the structure?
• How easy will it be to make the structure?
• How hard and fast will the pestle hit the floor?
• What is the mechanical advantage of the lever?
Design A Design B Design C
Strength and
stability of
structure
Horizontal beam
strong due to
triangulation.
Rectangular base on
bottom left weak
from no triangulation.
Very weak: there is
nothing preventing the
legs of the structure
from opening up.
Horizontal T-shape beam
is strong. A-frame-legs
are strong. But no
stability sideways.
Materials and
tools needed
wire, wood
pliers, saw, drill
wood for structure;
wire for crank and
axle;
tape to hold pestle
saw, drill, pliers
cardboard for
structure;
paper dowel for pestle;
wire for crank and axle;
scissors, pliers,
tape, glue
How easy to
make?
Need pliers and skill
to be able to make
wire frame.
Easy to cut wood.
Difficult to cut shape
of cam out of wood.
Easy to cut wood.
Difficult to cut shape
of cam out of wood.
Easy to cut
cardboard.
May be tricky to bend
wire
accurately to make crank
and axle.
How hard and
fast will the
pestle hit the
floor?
Not very hard or
fast bump, pear-
shaped cam will give a
smooth up-and-down
movement.
Pestle will hit ground
hard and fast when
the follower suddenly
falls from the highest
position on the snail
cam to the lowest.
Not very hard and fast
bump, as the crank-and-
slider will give a smooth
up-and-down movement.
Mechanical
advantage of
lever
The lever has a
mechanical disadvan-
tage: movement of
the pestle is about
twice the movement
of the follower.
The lever has a me-
chanical disadvantage:
movement of the
pestle is about twice
the movement of the
follower.
Big mechanical disadvan-
tage: movement of the
pestle is about three
times the movement of
the slider.
Advantages Strong horizontal
beam. Wire will last
long and not get dam-
aged when wet.
Pestle hits the ground
hard and fast.
Strong structure.
Easy to cut from card-
board.
Disadvantages Weak base of
structure. Smooth
movement of pestle.
Cam difficult to cut
from wood.
Very weak
structure.
Cam difficult to cut
from wood.
Smooth
movement of pestle.
[Total: 6]
You will be assessed
on the last two
rows of the table,
on advantages and
disadvantages.
Design brief, specifications and constraints (30 minutes)
Discuss this in teams of three or four. There should be at least one boy and one
girl in each group. Everyone has to write their own answers below.
1. Write the design brief. A design brief tells you what the problem is and who
will benefit from or use the solution. [1]
A family or a community or a business wants to make meal or flour from
mielies, wheat or another grain. They want a quick and easy way to make the
meal or flour that does not require a lot of handwork.
A machine to crush grain will usually be powered by an electrical motor that
provides rotational movement. You will not use an electrical motor in your
model, but will rather turn the handle of a crank by hand. This rotational
movement should be changed into a reciprocating movement so that the grain
will be crushed, like hitting it with a hammer.
The mechanisms that your model uses should be housed inside a strong and
stable structure.
2. Answer the following questions to identify the specifications for your design:
(a) What different mechanisms could make the grain crusher work? [1]
crank-and-slider mechanism, cam-and-follower mechanism
(b) What forces should the structure be able to withstand? [1]
weight of the pestle, shock when the pestle hits the floor, sideways forces
3. Identify the constraints:
(a) How much time do I have to design and make the model? [1]
3 weeks
(b) What materials can I find easily to build the model? [1]
cardboard, wire, nails (some learners may also be able to find wood and/or
metal)
(c) What tools do I already have with which I can make the model? [1]
scissors (some learners may have pliers, saws and drills)
[Total: 6]
55.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
96 97
Design to make the structure stronger (45 minutes)
Work in your teams again, but make your own sketches and give your own
answers.
You will later be given instructions on how to build a structure such as the
one below. But there are problems with this structure. It is not stable enough to
withstand forces from the side. It can collapse or topple over.
Figure 4: A structure for a grain crusher that is not strong or stable enough to withstand forces acting on
its side.
Design something that you can add to the structure to prevent it from collapsing
or toppling over sideways. Look at Chapter 1 to help you.
1. Make a rough sketch of your plan to strengthen the structure.
Each person in your team should make their own sketch of their own idea.
Add notes and labels to the sketch to explain your design. [4]
Two examples of possible designs are shown on this page, and another two on the
following page. No rough sketches are shown here, but the learners should draw
rough sketches first.
The arrows show the direction of
corrugations.
cross-bracing with
string
corrugated
cardboard
s
t
r
i
n
g
anchor
heavy base
cross-bracing with corrugated cardboard
Marking guidelines:
Labels [1]
Provision for stability [1]
Clarity of explanation [2]
2. Compare the rough designs of everyone in your team. Then decide together on
what design you will use to strengthen the structure. Make a neat sketch of this
design. Add notes and labels to the sketch to explain the design.
[4]
Note: The learners do not have to make 3D sketches, but it is acceptable if they
do so.
The sketches on this and the previous page are only examples of possible designs
to solve the problem. Learners may make other good designs, to solve the prob-
lem, that are not shown here.
Sideways
triangulation of
the A-frames
[Total: 8]
Marking guidelines:
Labels [1]
Provision for stability [1]
Clarity of explanation [2]
56.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
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Decide what type of mechanism you will use (15 minutes)
Look at the old method of crushing grain shown in
the drawing on the right. The hollow vessel holds
the grain seeds. The operator drops the heavy pole
into the vessel with a strong and quick movement.
This movement crushes the seeds into smaller
pieces.
The mechanism that you choose should also give
a strong and quick downwards movement of the
pestle.
You can use a crank-and-slider mechanism or one
of the shapes of cams below to change rotational
movement into reciprocating movement. You learnt
the names of these shapes of cams in Chapter 6.
You have to choose whether a crank-and-slider
mechanism or a cam-and-follower mechanism will
work best to crush the grain. If you choose a cam-
and-follower mechanism, you also have to choose
the shape of the cam.
Figure 6: Different mechanisms that you can choose from to change rotational movement
into reciprocating movement
1. What mechanism did you choose, and why?
Snail cam: The follower will suddenly fall from the highest position on the snail
cam to the lowest position. This will cause a quick and hard bump of the pestle
on the floor.
[Total: 4]
pestle
Figure 5
Week 2
Draw your design and build the model
Build the basic structure and the mechanism in it (60 minutes)
First build the structure and mechanism according to the plans and instructions
on the following pages. Add your own design for how to make the structure
stronger later.
The photo below shows what the model will look like before you make your changes.
A-frame
nail
support for axle
wire handle and axle
wheel
follower
lever
pestle
Figure 7
In the plans of the model, a wheel is used instead of a cam or a crank-and-slider
mechanism. Therefore the model will not work. You will have to use a cam or a
crank-and-slider mechanism to make it work.
On the following pages there are drawings of the
different parts that you have to cut out of corrugated
cardboard. Trace the shapes onto cardboard before
you cut them out. Make sure the corrugations are in
the correct direction, as shown by the arrows on the
drawings.
You have to decide for yourself how many of each part you need to make. You
also have to decide where you will use spacers, and how many to use.
Each member of the team should build their own model.
Corrugations are like tunnels
between the two outer layers
of the cardboard. Corrugated
cardboard is stronger in the
one direction than in the other.
LB page 82
57.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
100 101
Figure 8: The parts of one of the two A-frames with its support for the axle.
Figure 10: Three different shapes of
cams to choose from
Figure 9: The parts of the lever, and the follower for the
cam that will be attached to it
Figure 11: Spacers to use on axles
58.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
102 103
The steps for building the model are shown on the next two pages.
How to attach the parts of your model
Use Prestik to attach the pieces of cardboard, so that you can take them apart if
you make a mistake or want to change something. After your project is completed,
you may use glue or tape to make the model stronger.
Other materials that you will need
For the axle of the cam or crank mechanism, use 1 mm
thick copper wire. This is easy to bend and you can cut
it with scissors. If you do not have copper wire, you can
use thin steel wire. But you will need a pair of pliers to
bend and cut that.
Use a nail or a piece of wire for the axle on which
the lever swivels.
Unwanted sideways movement on an axle
The model shown in the photos below does not work well because the lever can
move sideways on its axle. If this happens the follower could fall off the cam.
lever
axle
follower
Figure 13
Mark allocation
Your teacher will look at the following to assess your model:
• You followed the plans and instructions successfully. [4]
• You made a mechanism to change the rotational movement of the
handle into the reciprocating movement of the pestle. [3]
• The parts that turn on axles cannot move sideways. [2]
• Your model works well. [3]
[Total: 12]
Safety warning
Do not remove any copper
wire from electrical wiring.
If you do this, you can be
shocked to death, and other
people won’t be able to use
electricity before the wires are
fixed. You can also go to jail
for stealing electrical wire.
59.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
104 105
spacer
cut wire
Figure 12: Different steps of building the model
Draw your design of parts to add to the model (60 minutes)
This is individual work.
Figure 4 on page 91 shows that the model you have made so far is not stable
enough to withstand forces acting on its side. It can collapse or topple over. You
want to design members to add to the structure so that this cannot happen.
Make: 2D working drawing
1. Make a working drawing in 2D of what you will add to the structure so that it
cannot collapse or topple over.
Decide for yourself what the scale should be so that the drawing will fit onto a
sheet of paper.
Your teacher will look at the following to assess your drawing:
• The drawing accurately shows the design you that sketched on LB page 80.
[2]
• The drawing shows all important dimensions. [2]
• The drawing is to scale, and the scale is shown. [1]
• The drawing shows all hidden lines. [1]
Make: Isometric projection drawing
2. Make a 3D isometric drawing of what you will add to the structure Use a ruler.
You have to decide on the scale yourself so that the drawing will fit onto a sheet
of grid paper.
The drawing does not need to show hidden lines.
Your teacher will look at the following to assess your drawing:
• The drawing accurately shows the design you that sketched on page 92. [2]
• The drawing shows the dimensions in the correct way. [3]
• The drawing is to scale, and the scale is shown. [1]
[Total: 12]
60.
CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
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TECHNOLOGY GRADE 8 TERM 1
106 107
Week 3
Make improvements to the model and draw an artistic
perspective drawing of it
This is individual work, although team members may help one another by sharing
ideas.
Make your improvement to the model (60 minutes)
Cut out the parts that you are going to add to the structure to strengthen it, and
then attach them to the structure with Prestik.
Test your model to see if it is now stable enough to withstand forces acting on
its sides. If it is not, you have to make some more changes. [Total: 10]
Draw an artistic drawing in perspective of your model (60 minutes)
Most double vanishing point perspective drawings have vanishing points that are
so far away that you cannot draw them on the paper. If the vanishing points are
close to the drawing of an object, it looks as if you are looking at the object from
very close, like a fly would see the object. The drawing below is an example of this.
Figure 14: Looking at a rectangular frame from up close
This can look odd, and therefore artists mostly use vanishing points that are
very far away and cannot fit on the paper.
LB page 89
Instructions for making the drawing
First draw a rectangular box into which the model will fit. Draw it in double
vanishing point perspective. Use vanishing points that are far away and not on the
paper. Draw feint lines for the visible as well as the hidden lines.
Then make a free-hand sketch of your model inside this box. Do not show
hidden lines. After you have drawn all the outlines, use shading to make the sketch
look more realistic. Hint: Look back at what you learnt in Chapter 4 about shading.
The following principle of perspective will help you
to make the free-hand sketch:
Things look smaller the further away they are.
The drawing below shows how someone else sketched a motor car in double
vanishing point perspective, by first drawing a box into which the car will fit.
Figure 15: Making a double vanishing point perspective sketch of a complicated object
Something to do at home
Put this page on a large piece of newspaper. Make the lines of the rectangular frame longer to see
where the vanishing points are.
61.
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TECHNOLOGY GRADE 8 TERM 1
108 109
Mark allocation
Your teacher will look at the following to assess your model:
• It is easy to understand what the drawing shows. [3]
• You first made a rough sketch before you made your final drawing. [2]
• You drew a rectangular box in which your model will fit, using feint lines
for visible and hidden lines. [1]
• You drew the box in double vanishing point perspective, using vanishing
points that are far away and not on the paper. [2]
• You showed all your construction lines as feint lines. [1]
• You showed the outlines of your model as dark lines. [1]
• You used shading to make the sketch look realistic. [2]
[Total: 12]
Next week
Next week, you will hold an “Expo” of your projects. Each team will have a table
where they show their models, their design drawings, and their final drawings.
Each one of you will get the chance to walk between the tables of other teams
to look at their projects, and to ask them questions. This way you will learn how
other groups solved problems in a different way than your team did. This may give
you ideas for things that you will design and build in future.
If any of your drawings are not completed yet, complete them over the weekend.
Leave your model with the Technology teacher over the weekend. Do not take
it home.
Week 4
Present your model and drawings (60 minutes)
Each person in your team should be in charge of your team’s table for 15 minutes.
While you are in charge, you have to answer questions of the other learners who
will come to look at your project.
When you are not in charge of your team’s table, you should walk around to look
at all the other teams’ projects. Ask them questions about why they designed their
models in the way they did.
Write down and draw at least one new idea that you saw at another team’s table.
This should be an idea that you never thought about before you saw the other
team’s model.
Next term
Enjoy your Easter holiday! Next term, you will learn about the impact of
technology on society and the environment. You will learn how technology helps
people, but that it often has a negative impact on the environment. Fortunately,
there are clever ways of reducing the negative impact on the environment.
LB page 92
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TECHNOLOGY GRADE 8 TERM 1
110 111
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CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
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TECHNOLOGY GRADE 8 TERM 1
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CHAPTER 7 MINI-PAT:DESIGN AND MAKE A
MODEL OF A MACHINE TO CRUSH GRAIN
TECHNOLOGY GRADE 8 TERM 1
114 115
65.
CHAPTER 8: THEIMPACT OF TECHNOLOGY ON
SOCIETY AND THE ENVIRONMENT
TECHNOLOGY GRADE 8 TERM 2
110 111
In this chapter, you will learn how plastic waste damages the environment. Then you will learn how
thisnegative impact can be reduced.
8.1 What are things made of? ........................................................................................ 114
8.2 What happens to things when they are thrown away? ................................................ 117
8.3 How can you stop people from throwing plastic bags away? ...................................... 121
Figure 1: What is this swing made of?
LB page 93
The introductory pages will reinforce the learners’ understanding of natural materials, synthetic
materials and biodegrading processes. It is recommended that they read through this section
carefully before moving on to section 8.1, as it provides background information. The diagram of
a factory will assist with understanding; take them through the process carefully.
Materials required for this chapter:
pen and pencil
This chapter is extremely important from an environmental as well as a teaching perspective. The
lessons the learners will be taught can have far-reaching implications on their awareness of recycling,
extending beyond school into society and their home environments.
They will learn how plastic waste damages the environment and how this negative impact can be
reduced. It is a chapter that encourages active participation, and the learners can become very
involved in the recycling initiative.
8.1 What are things made of?
The learners investigate what materials are used to manufacture things. They are encouraged
to look around at every item, such as their clothing, packaging and other materials. In the first
exercise, they will identify the materials used to manufacture common items, and compare the
material used today with the material used in the past. They must be encouraged to focus on
disposable materials such as plastics and nylon, and compare these to natural materials used
in the past. This is important, as it shows how dependent we have become on plastic and other
non-biodegradable substances.
Use this exercise to introduce the practical questions and tasks they are going to have to do
before the following lesson. The learners’ attention must be focused on the litter aspect that
affects the environment around them, and they must be encouraged to take note of the state of
their surroundings. Before they undertake the homework, run through the questions with them
and ensure they understand what they must achieve. The information section on Learner Book
pages 94 and 95 will be very helpful to the learners.
8.2 What happens to things when they are thrown
away?
This section immediately starts with questions relating to the learners’ homework. Divide the
class into workgroups of three learners, and let them discuss the questions. You can refer them
back to the section on biodegradable and non-biodegradable materials at the beginning of the
chapter. They must then answer the questions individually.
TERM 2
Chapter 8
The impact of Technology
on society and the
environment
66.
CHAPTER 8: THEIMPACT OF TECHNOLOGY ON
SOCIETY AND THE ENVIRONMENT
TECHNOLOGY GRADE 8 TERM 2
112 113
At the end of the lesson, guide them through the section on garbage dumps, and encourage
participation around this topic; focusing on amounts of garbage, waste and health risks.
8.3 How can you stop people from throwing plastic
bags away?
This section is a case study. Learners must answer questions based on what they discovered
during lessons 8.1 and 8.2. After they have done this and you have reviewed their answers,
introduce the report they have to write. It is recommended that the section regarding plastic
bags be read aloud by yourself or a learner, and a short discussion take place about the
separation of waste, and recycling.
The learners will then consider the four questions posed, and write a short report based on their
individual investigations. If there is time before the end of the lesson, get a few learners to read
their reports to the class, and let them compare experiences.
Remind the learners that they will need to bring waste paper (newspaper is ideal) and waste
cardboard (any clean cardboard from boxes or packaging) for the next lesson.
waste
gases
liquid waste
solid
waste
synthetic materials
water
coal
electricity
Figure 2: Waste released by a factory
freshly added vegetable waste
old vegetable waste that formed compost
Figure 3: A compost heap
LB pages 94–95
67.
CHAPTER 8: THEIMPACT OF TECHNOLOGY ON
SOCIETY AND THE ENVIRONMENT
TECHNOLOGY GRADE 8 TERM 2
114 115
8.1 What are things made of?
Investigate materials LB p. 96
Look around you at the following objects in your classroom. Copy the table below.
For each object, do the following:
(a) Write down what you think this type of object was made of hundreds of years
ago, before there were synthetic materials.
(b) Write down what this object is made of today.
There may be other answers the learners can think of, these are only guidelines.
Object What was it made of
hundreds of years ago?
What is it made of
today?
Shirt Cotton Polyester
Hint: Look at the label inside
your school shirt.
Jersey Wool or cotton Polyester/acrylic
Hint: Look at the label inside
your school jersey.
Pen Wood or metal Plastic
Something to write on Papyrus/reeds/
animal skins
Hint: What did the
Egyptians write on? What
did the Khoisan draw on?
Paper
Pencil case Wood Plastic
Paint Natural materials such
as egg white, crushed
rock, water
Acrylic material PVA
Roof Reeds, grass, slate tiles Corrugated iron
Concrete tiles
School bag Leather, canvas lastic, artificial
leather or canvas
After you have completed the table, discuss your answers with the learner sitting
next to you.
Homework for the next lesson LB p. 96
You need to do these exercises to be able to answer the questions in the next
lesson.
1. Look at the contents of dustbins and garbage bags. Make a list of all the solid
materials in the waste.
In this question, the learners must focus on biodegradable and
non-biodegradable waste
2. Stand in a street near your home. Look around you, without walking to another
position. Count how many plastic bags you can see. Go to a different street and
do the same again. Then copy and complete the table below.
Number of plastic bags you can see
Street A
Street B
The answers to this question will vary. The learners must be encouraged
to talk about the litter they can generally see.
3. Look at plastic bags lying around outside that still look new.
Also look at plastic bags lying around outside that look old.
Why do some plastic bags look new and others old? What made the old ones
look that way?
Some have been recently thrown away. The older bags are dirty, torn
and unusable.
4. Look at new and old pieces of materials made from plants that are lying
around, such as wood, cut grass, paper and cardboard. How do the newer pieces
of this waste differ from those that have been lying around for a long time?
The newer pieces of biodegradable material have not started degrading.
The older pieces have started to degrade, rot or decompose.
LB page 96
LB page 97
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TECHNOLOGY GRADE 8 TERM 2
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How do you throw your waste away?
It is good for the environment if you put different
kinds of waste in different garbage bags or
boxes. This is called waste separation. For
example, if you put all your glass waste into a
box, then that glass can be taken by a waste
collector to a factory that makes new glass
bottles out of old glass. This is much better than
if the old glass lies on a rubbish heap. We say
that glass can be recycled. You will learn more
about recycling next week.
Figure 4: The weekly waste from a household that separates waste
Figure 5: The weekly waste from a household that does not separate waste
CHAPTER 8: THE IMPACT OF TECHNOLOGY ON
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8.2 What happens to things that are thrown away?
Discuss in groups of three or four LB p. 98
To answer these questions, think back to the homework exercises you did.
1. (a) What are the differences between waste materials that have been lying
outside for a long time and those that have been there for a short time?
The older pieces have been subjected to weathering.
(b) Which types of materials changed a lot with time? And which types of
materials did not?
The non-biodegradable materials have not started to rot or decompose, but
they are dirty and ugly. The biodegradable materials have been affected by
sun and rain, and are starting to turn to compost. Some metals (iron based)
will start to rust.
(c) Do some materials change more with time than others?
Yes, some change quicker. The biodegradable materials will decompose at a
rate depending on what they are made of. Plant material decomposes quicker
than cotton. Paper decomposes quicker than wood. Iron based metals will
rust, but aluminium corrodes much slower. Non-biodegradable materials
decompose very slowly; the thicker they are the slower the process.
2. (a) What do you think will happen to plastic bags that lie in the environment
for more than 10 years, or 100 years, or 1 000 years?
After 10 years they will still be whole. They will be in the environment for
hundreds of years, very slowly decomposing. After a thousand years, they will
be almost gone, but the plastic material they were made of will still be there –
it doesn’t rot.
(b) Do the plastic bags that are thrown away as waste just get more and more?
Or do they biodegrade? Or do they go somewhere else?
They continue to accumulate over the years. They only biodegrade after
hundreds of years. f we don’t recycle them, they won’t go away.
LB page 98
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Different properties of different materials LB p. 99
Siphosethu uses a paper bag to carry her shopping.
Brandon uses a plastic bag.
Thabang uses a leather bag.
They all reuse their bags, but all of their bags break after some time.
Answer the following questions for each type of bag on your own.
1. What will happen to the bag when it gets wet?
Paper bag It gets soggy and falls apart.
Plastic bag It gets wet, but nothing happens to it.
Leather bag It gets wet, and if not dried carefully, can get hard and unusable.
2. Do you need to care for the bag in some way so that it will last longer?
Paper bag There isn’t anything you can do e cept to be careful it doesn’t tear
or get wet.
Plastic bag t will last as long as you don’t place it near heat, which will melt it.
If it is in the sun too long it will lose its shape.
Leather bag ou can put special cream dubbin’ on a leather bag, which will keep it soft
and preserve it for years. It also helps make the leather waterproof.
3. Can the bag be fixed when it breaks? If yes, then how?
Paper bag t can be fi ed with sticky tape or glue
Plastic bag t can be fi ed with plastic cement, a type of glue that sticks
plastic together; or it can be taped with strong tape.
Leather bag t can be sewn together, or a special all purpose’ glue can be used.
4. What will happen to the bag if it is thrown away with other waste, like rotting
food? Where will the bag end up? What will happen to it there?
Paper bag It will turn into compost.
Plastic bag Nothing will happen.
Leather bag It will eventually biodegrade.
Homework LB p. 99
Think about a place where garbage is burned. You may have seen places like this.
Figure 6: A burning garbage dump
For these questions, encourage the learners to focus on the pollution: ground, air
and smell. ake sure that they understand and emphasise the to ic nature of the
pollution, ground and air, and the fact that the pollution can sink into the earth,
and poison underground water sources as well.
1. What does the ground look like?
earner’s own answers.
2. What does the air look like?
earner’s own answers.
3. What does it smell like?
earner’s own answers.
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8.3How do we stop people from throwing plastic bags
away?
Case study: The negative impact of plastic shopping bags on
people and the environment LB p. 100
During the past two weeks you have read and experienced a lot about the impact
of plastic materials on people and the environment. Think back about this when
you answer the following questions.
1. What can happen if an animal eats a plastic bag?
It can choke the animal by blocking its windpipe, or the plastic bag can get stuck
in the animal’s throat and kill it slowly because it can’t swallow food or water.
If the animal manages to swallow the bag, the plastic can jam up its digestive
system, which could also kill it.
2. (a) What happens to people and animals who breathe in the smoke and gases
that comes from burning plastic?
The smoke is to ic poisonous and can cause serious health problems in people
or animals who breathe in the smoke. These problems are sometimes
immediate, and sometimes slow, but they will always result from breathing in
the poison.
(b) Where do the smoke and gases go after the fire has burnt?
Into the atmosphere. The heavy particles can combine with rain, causing acid
rain, or can deposit on crops, which then get eaten.
(c) What stays behind on the ground after the plastic was burnt?
The left o er material that hasn’t been destroyed by the fire. This is still
to ic and will last for many hundreds of years.
3. What does it look like when there are lots of plastic bags lying around your
house or school, or in the street, or in the veld?
This question can be used to encourage the learners to talk about the effects
of visible pollution and how unsightly it is in the community, apart from the
health and environmental risks posed.
4. Look at the photo below:
Figure 7
What can happen when plastic bags end up in a river or stream?
It can block up water pipes. It can be swallowed by animals drinking water. It
can
trap other litter, causing streams to become polluted. It can pose health threats
by creating stagnant pools that breed mosquitoes and other insects. The water
quality will also deteriorate in these pools.
5. What happens to plastic if it lies in water for a long time? Does it change?
Nothing happens. It does not biodegrade, it just gets dirtier and uglier.
LB page 100
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Report: Reducing the negative impact of plastic bags LB p. 101
Until 2003, South African shops gave customers free plastic bags to carry their
shopping. These bags were very thin, and broke easily. This meant that the bags
were thrown away after they were used.
Our government wanted to reduce plastic waste. In 2003, it banned
supermarkets from giving customers shopping bags for free, and banned the use
of very thin plastic shopping bags. These bags are illegal.
Since then, supermarkets ask customers to pay for thicker, stronger shopping
bags that can be used over and over again. The bags still look very thin, but
they are less thin than the shopping bags used before 2003. Customers can
choose not to buy new bags, and rather take old shopping bags with them to the
shops.
The new, thicker plastic shopping bags are also easier to recycle by recycling
factories. But this only helps if people separate their waste so that the plastic
bags can be sent to a recycling factory.
Get the learners to discuss the four questions that are given, to base their reports
on. These all relate to the national drive to get consumers to reuse shopping bags,
and discourage them from throwing them away. If the learners can think of other
topics or points on this matter, particularly on how to prevent plastic ending up on
dumps or in the streets, they are to be encouraged.
Check the reports to ensure that they understand the concept of recycling, as this
will be important for the ne t two chapters.
Think back about what you saw when you were looking at the contents of dustbins
and garbage bags, and at plastic bags lying around outside. Write a half-page
report about this to answer these four questions:
1. Do you think that making people pay for thicker, reusable shopping bags helps
to reduce the amount of plastic shopping bags that people throw away?
2. Are some shops still giving away thin plastic shopping bags for free?
3. What percentage of people do you think separate their plastic waste from the
waste made of other materials?
4. Are there other things people can do so that less plastic bags are thrown away?
Next week
Next week you will be working with paper and cardboard in class. Instead of
buying new paper and cardboard, you will reuse old paper and cardboard. Gather
some paper and cardboard waste over the weekend, and bring it with you to
school at the start of next week. Gather things like cardboard packaging for food.
Figure 8: A wind turbine generates electricity by using the force of the blowing wind. The blades of the
turbine are made of a synthetic material called “epoxy resin,” that is combined with fibres. This makes the
blades very strong, but at the same time very light. Also, it is possible to make this material into a special
shape.
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In the following two weeks, you will learn how paper is recycled. You will also learn how to make
new objects out of old pieces of cardboard. You will make your own packaging for a product.
9.1 What are paper and cardboard made of? ................................................................126
9.2 How are paper and cardboard recycled? .................................................................128
9.3 Draw the development of a box .............................................................................132
9.4 Make your own box ..............................................................................................134
9.5 Your final box .......................................................................................................136
9.6 Make a pencil case ...............................................................................................137
In Chapter 8, the learners focussed on plastic, and were introduced to the concept of recycling.
In Chapter 9, you will guide them through a similar exercise, using paper and cardboard.
They will initially learn how paper and cardboard is made, and this will guide them in their
understanding of how these materials can be recycled.
This is a practical lesson with planning, developing and constructing, and the learners will use
recycled materials to make new items. The two illustrations on pages 106 and 107 give an
excellent visual representation of the paper making and recycling process.
Materials required for this lesson:
Cardboard boxes: small (about the size of
an aspirin box) and large (about the size of
a cereal box)
Drawing paper
Ball point pen
Pencils
Ruler
Glue (either Pritt, paper glue or homemade
glue using flour and water)
Scissors
9.1 What are paper and cardboard made of?
You must focus on the fact that this section is referring to making paper out of recycled paper.
You can remind the learners that new paper is made from wood pulp, and lots of trees have to
be cut down to keep this supply going!
Take them through the recycling process, noting that even paper cannot be recycled forever, as
the fibres are broken down to be too short and weak.
For the case study, let the learners answer the questions individually in their exercise books.
At the end of the lesson remind the class that they have to bring small boxes to class for the
next lesson. Pill boxes (supplied by an adult) or similar size boxes are ideal for this purpose.
9.2 How are paper and cardboard recycled?
The learners should all have small boxes for this week’s lesson. It is recommended that you
bring a few spare boxes as well, as some learners may not be able to bring their own.
Deconstruct the boxes as per the instructions in the workbook, taking the learners through the
process, and pointing out the parts of the boxes they need to know.
Chapter 9
Making new things out of
old things
Figure 1: Gathering paper and cardboard waste
separate from other waste
LB page 103
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Then let them answer the questions individually. The next section is short, but you should take
them through it before they answer the questions that follow. This is a discovery process, and
although they are dealing with a common object, the terms used will be new to them.
At the end of the lesson, remind them that they have homework to do for the next lesson, they
need to do the preparation and bring the material required.
9.3 Draw the development of a box
When the learners open their boxes, they must ensure that they don’t cut through the tabs, as
these will be important later on. Explain how the feint and dark lines work, and the importance
of making sure that only the outline that is to be cut is marked with a dark line.
They can practise this until they have neat templates to make new boxes with. At home the
learners must make another cut out of their template, as neatly as possible to bring to class for
the next lesson.
9.4 Make your own box
In this lesson, the learners explore the qualities of cardboard, following the same steps used for
the paper boxes in 9.3.
Before constructing their boxes, they need to have practical explanations of how to use glue
correctly, and how to fold cardboard. Use the Learner Book explanations to guide them through
the process.
9.5 Your final box
In this lesson, the learners will cut out the shape of the box using cardboard, and then using the
techniques you worked through with them, fold and glue the boxes. Make sure the tabs they are
going to glue have been cut out properly, or else the boxes will not glue together.
9.6 Make a pencil case
This final section tests the learners’ designing, drawing and creating skills. Using the techniques
they learnt, they must design a version of a box that can contain their pencils and pens. It is
important that they show dimensions when planning the pencil case: it is a good idea for them
to measure the first box they made to get an idea of the dimensions they will be working with. If
there is not enough time to complete this task, they can finalise it as homework.
Using the paragraphs on page 118, you can sum up the concept and importance of recycling,
and the benefits to the community.
Making paper and
cardboard in a
paper factory
Cutting down
trees
Throwing away paper
and cardboard
Using paper
and cardboard
Returning waste paper
and cardboard to the
paper factory
Separating waste
paper and cardboard
from other waste
Figure 2: Using paper and cardboard without
recycling it
Figure: 3: Using paper and cardboard, and
recycling it
LB pages 104–105
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9.1 What are paper and cardboard made of?
A paper recycling factory makes new paper or cardboard out of waste paper. The
way this is done is explained below. You can also make
recycled paper at home.
1. Waste paper is mixed with warm water and
chemicals. It is stirred and chopped up by a machine
to separate the thin little fibres the paper is made of.
The machine that stirs and chops up the mixture of
paper and water, works like a food blender.
The mixture of chopped-up paper and water is
called paper pulp.
2. The pulp is poured through a sieve. Old glue and
fibres that are very short pass through the sieve.
Long, strong fibres remain on top. These fibres
then go to a stirred tank where chemicals are
added to remove ink from the pulp.
3. New glue is added to the pulp. If the recycled
paper will be used for writing and printing,
some clay is also added to the pulp, because
the clay gives the paper a smoother surface.
4. The pulp goes to a paper-making
machine, where it is pressed between
two rollers to give it the required
thickness, and to squeeze out water.
Instead of waiting a long time for the paper to dry, it is dried more quickly by
heating it and blowing hot air over it. Once the paper is dry, it is cut into the
necessary size and packaged.
Paper fibres can be recycled as many as seven times. But each time it is recycled,
the fibres get broken into shorter and shorter fibres. If it is recycled too many
times, the fibres become too short and weak to use for making paper again.
Case study: Paper recycling LB p. 106
1. What is cardboard made of?
Waste paper, water and chemicals.
2. Why can paper not be recycled more than seven times?
The fibres of the recycled papers are broken down during recycling, and get
too weak and too short.
Figure 4
Figure 5: A sieve
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3. What will happen when the holes of the sieve are too big?
Too many strong fibres will be wasted as they will go through the holes. Only
the short, weak fibres must be sifted out.
4. What will happen when the holes of the sieve are too small?
Too many weak fibres will stay in the paper, making paper of a poor quality.
Homework for the next lesson LB p. 107
Find some old empty pill boxes and
bring them to school for the next
lesson. If you cannot find a pill box,
bring another small box that can
close after you opened it. Try to find at
least two such boxes. Some spices are
packaged in boxes like these, as well as
some light bulbs.
Safety warning
Do not remove pills from pill boxes. Pill boxes
have labels that say what the pills are and how
to use them. If those labels are lost, somebody
may not know what medicine to take and how
to take it.
Ask your parent or another adult for an empty
pill box.
Figure 6: Part of an old paper-making machine
LB page 106
LB page 107
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9.2 How are paper and cardboard recycled?
Take out one of the small boxes that you brought to school. Look carefully at all
sides of the box. Then open the box so you can look inside it, but do not tear or cut
the box to open it. While you are looking at the box, try to imagine how this box
was made out of flat cardboard.
The following words describe different things about
a box:
• A face is one of the flat surfaces of the box that
can be seen from the outside.
• An edge is the line where two faces meet.
• A corner is where three faces meet at a single
point. At this point, there are also three edges
that are meeting.
• A tab is an extra flap attached to a face that
helps to keep the box closed. It cannot be seen
from the outside of a closed box.
face
corner
tab
edge
Figure 7: The different parts of a box
Think about the different parts of a box LB p. 108
1. How many faces does the box have?
The bo has si faces.
2. How many edges does the box have?
The bo has twel e edges.
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3. How many corners does the box have?
The bo has eight corners.
4. Look at the two drawings of the box below. The drawings were made by looking
at the box from different angles. A name is written on each face of this box.
Write the same names on the different faces of your own box.
Check the learners’ answers on the bo es.
Figure 8: Giving names for the different faces of a box
5. Out of how many separate pieces of cardboard was the box made?
The bo was made from a single piece of cardboard
There are three different ways in which an edge can
be made in a cardboard box.
• Unbroken edge: The cardboard is simply folded
along a line.
• Edge made using a tab: One of the two faces that
come together has a tab attached to it. This tab
folds in underneath the other face to close the
box.
• Edge made with a tab glued to another face:
This is the same as an edge made with a tab, but
this time the tab is permanently attached to the
other face by glue.
LB page 108
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The different types of edges of your box LB p. 110
1. The photos below show different edges of a box.
Write down what kind of edge is on each of photos A, B and C.
Figure 9
Unbroken edge Edge made using a tab Edge made with tab
glued to another face.
2. How many of the edges of your box are unbroken edges?
i edges are unbroken
3. How many of the edges of your box are made using tabs that are not glued?
Two tabs
4. How many of the edges of your box are made using tabs that are glued?
i tabs
5. How many tabs in total were used to make the box?
Eight tabs
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Homework LB p. 110
1. (a) Find an old cardboard box. It should be
made of thin, solid cardboard. Cereal boxes
and other boxes in which food are packaged
are normally made from cardboard like this.
The box must not be made of corrugated
cardboard.
(b) Cut the box and fold it flat. The flat sheet
of cardboard in front of you should be at
least as big as an A4 sheet of paper.
(c) Do the same to make two more cardboard
sheets.
2. Find at least eight old A4 paper sheets. One side of
each of these sheets should be clean, because you
will draw on it.
3. Bring the paper and cardboard sheets to all your
Technology lessons next week. You will reuse
this old paper and cardboard to make paper and
cardboard boxes.
4. Bring your pill boxes, or other small boxes, to your
next lesson again.
Figure 10: Boxes for packing
food are made of thin, solid
cardboard.
Figure 11: Large boxes are
made of corrugated cardboard.
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9.3 Draw the development of a box
Cut the box open along the edge where it was glued together. Fold it flat. We call
this the flat plan or development of the box.
Figure 12: You can unfold a box to make one flat piece of cardboard. This is the development of a box.
Trace the development onto a piece of paper, using a feint line. Trace it in
the middle of the blank piece of paper, so that there is space left around the
traced development.You can use the development many times to trace, like the
illustration below shows.
Figure 13: Tracing a shape to make many Christmas cards with the same picture.
CHAPTER 9: MAKING NEW THINGS OUT
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When you traced the development of the box, your lines were not very neat and
straight. That is why you made the lines feint. Now use a ruler to draw straight
dark lines over the feint lines of your development. The dark lines has to show
where the paper has to be cut. Do not draw dark lines for any other reason, otherwise
you may later cut off something that you don’t want to cut off!
Add dashed lines to show where the paper will be folded.
Now, cut out your development. Do not cut the dashed lines that are for the folds.
Fold the development to make it into a box.
If you accidentally cut off something that you should not have cut off, don’t
worry. Most people make mistakes when they try to design and make a box for
the first time. But learn from your mistakes. Ask yourself what you should do next
time to make the box right, or better.
Homework LB p. 112
1. (a) Make a new paper model of your box. This time make a neater one. Think
carefully before you start cutting out your development, to make sure that
you do not cut off something that should not be cut off.
Remember that your paper model of the box should be made out of just one
piece of paper.
(b) Bring the cardboard box that you cut open and folded flat, as well as the
paper model you made of this box, to the next lesson.
2. Remember to bring the paper and cardboard sheets that you gathered over the
weekend to each lesson next week.
LB page 111
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9.4 Make your own box
Learning the tricks
Now that you have successfully made a paper box,
you will prepare for making a stronger box out of
cardboard, using the same design.
Cardboard is more difficult to fold. And thick
cardboard can crack when you fold it. You first need
to learn a trick for folding cardboard. You also need
to learn how to join two pieces of cardboard together
with glue. You will have to do it in such a way that the
glue will dry quickly, and the joint will be strong.
How to glue cardboard
You will join two pieces of cardboard with white wood glue. But first do an
experiment to find out whether it is better to use a lot of glue, or only a little bit of
glue.
Join two small pieces of cardboard with a
thick layer of glue between them. Press the
pieces of cardboard together for two minutes,
then let go. Has the glue dried? Try to gently
pull the two pieces of cardboard apart. Is the
joint strong?
Now try to join two other pieces of
cardboard. This time use very little glue. Put
only a drop of glue on the cardboard, and
then spread it with your finger. Wood glue is
not poisonous, and you can wash it off with
water. The cardboard should look wet and
shiny. It should not look white like the glue.
Press the pieces of cardboard together for
two minutes, then let go. Has the glue dried?
Try to gently pull the two pieces of cardboard
apart. Is the joint strong?
You will make a cardboard box
this week, but you first have
to learn a few tricks. People
who do technological work call
tricks like these techniques.
It makes sense that the word
technology is similar to the
word technique!
Figure 14: Using a lot of glue
Figure 15: Using very little glue
CHAPTER 9: MAKING NEW THINGS OUT
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How to fold cardboard
To fold cardboard to make a 90° bend, you first need to
do the following experiment to find out what the best
technique is.
Fold a rectangular piece of cardboard in half. Use
a thick piece of cardboard, like the cardboard that a
cereal box is made of. The length of the fold should be
at least 10 cm. Cut three pieces of cardboard that you
will fold in half in different ways.
With the first piece of cardboard, draw a pencil line
on the inside and then fold along that line. Fold it all
the way over, using the end of your pencil to make
the fold sharp. Then bend it back so that it forms a 90°
bend.
To fold the second piece of cardboard, first make a
groove on the outside of the cardboard. Put your ruler
where you want the fold to be, then draw a line with
a ball point pen. Press hard with the pen, to make
a groove in the cardboard. Grip the ruler tightly so
that it does not move while you draw the line. Draw
the same line two or three times, to make the groove
deeper. Fold the cardboard along this groove. Fold it
all the way over, using the end of your pencil to make
the fold sharp. Then bend it back so that it forms a 90°
bend.
To fold the third piece of cardboard, first make two
grooves on the inside of the cardboard. Make a groove
in the same way as before. The two grooves should be
parallel, and 1 mm to 2 mm apart. Fold the cardboard
along these grooves. Fold it all the way over, using the
end of your pencil to make the fold sharp. Then bend
it back so that it forms a 90° bend.
Now look closely at each of the three folds. Is it a
neat fold? Are there any cracks on the outside of the
fold? Was it easy or difficult to make the fold? Is the
fold exactly where you wanted it to be?
Which way of folding do you think is the best?
Figure 16: Make a fold without
first making a groove.
Figure 17: Use the end of your
pencil to make the fold sharp.
Figure 18: Make a fold by first
making a groove on the outside.
Figure 19: Make a fold by first
making two grooves on the
inside.
LB page 113 LB page 114
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9.5 Your final box
Use the cardboard box that you folded flat to trace the same design onto a flat
sheet of cardboard. (See Figure 12 on page 134.) Use feint lines. Once again draw
the glued tab in the position where it was originally attached to the single piece of
cardboard.
Do the same as you did to make your paper model of the box. But this time, use
the best technique to make a fold in the cardboard.
When you have cut and folded the cardboard, first test whether it will make a
box, and that all the tabs are there. If it is correct, then glue the one tab to the face
to which it should be glued. Use the right amount of glue.
If you have time left in the lesson, also do the following activity.
Something extra you could do to make your box
close better
Look closely at the tabs of a
pill box. You will see small cuts
in some of the tabs. What do
you think is the purpose of
those small cuts?
Make a new cardboard box, but
this time also make those small
cuts.
9.6 Make a pencil case
Design a new box of a different size. The new box will be used as a pencil case. You
should be able to fit two pencils, two pens, an eraser and a sharpener in it. You
will design the pencil case by using the same ideas that you used to make your
previous cardboard box.
First make a rough plan of how the development for the box will look. Do
this on the next page. The rough plan should show all the dimensions of the
development. Dimensions mean the same as measurements. To draw up the rough
plan as quickly as possible, make the drawing by hand, without a ruler.
Then draw the plan accurately on a piece of cardboard, using your ruler to
measure and draw straight lines. Remember to use dashed lines to show where
the paper will be folded. Do not cut along the dashed lines.
Go on and make your own cardboard pencil case.
Make a rough sketch of a development for a pencil case:
hen the learners draw the plans for this bo , refer them to the plan in igure
. They can use the same idea, but alter the dimensions to make the bo longer
and narrower. The principles of the tabs and the shape should remain the same.
Figure 20: The small cuts in
a tab that is used to open
and close the box
CHAPTER 9: MAKING NEW THINGS OUT
OF OLD THINGS
139
Reduce, reuse, recycle
Last week you learnt that it damages the
environment when more and more plastic is made
and thrown away. You can reduce this negative
impact on the environment in different ways.
Firstly, you can buy less plastic things, which is
called reducing your consumption. Secondly, you
can use some things over and over, so that you
don’t have to buy new things. This is called reusing
things.
This week you learnt about recycling. What if you
have something, and that something gets broken
or you don’t need it anymore? Then you have to
throw it away. Fortunately, there is a clever way of
throwing things away, by separating the different
types of waste. For example, if you and your family
collect all your plastic waste separately, then
someone can take that plastic to a recycling factory
where new plastic is made from the old plastic.
Figure 21
Next week
Next week, you will learn where electricity comes from. Generating electricity has
a negative impact on the environment. Burning wood or gas or paraffin for heating
or cooking, also has a negative impact. You will think of ways to reduce this
negative impact, by designing a house in a clever way.
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When electricity is generated, it has a negative impact on the environment. To burn wood or gas
or paraffin, also has a negative impact. During the next three weeks, you will think of ways to
reduce this negative impact by designing a house in a clever way.
Week 1
The hidden cost of electricity ...........................................................................141
Week 2
Save energy by using less building materials .....................................................153
Week 3
Build a model of a house ..................................................................................165
Week 4
Make improvements to your model house .........................................................175
Week 5
Present your model of a low-energy house .........................................................178
The assessment will be marked as follows:
Investigate:
The different parts of a power station ................................................................[3½]
Carbon dioxide.................................................................................................[4½]
What can you do to release less carbon dioxide? ................................................[6]
What forces act inside a beam that bends?.........................................................[6]
Design:
How to improve a house to use less energy........................................................[10]
Make:
Build a model of a house...................................................................................[5]
Isometric projection drawing of your planned improvements ................................[15]
Improve your model house ...............................................................................[20]
[Total: 70]
141
TECHNOLOGY GRADE 8 TERM 2
In this mini-PAT, the learners will learn about how electricity is generated, the impact that this
generation has on the environment, and the “hidden costs” of generating electricity.
In order to highlight these issues, the practical work involves the planning of an environmentally
friendly, low-energy house. They will learn methods to reduce energy consumption, and incorporate
these in the building of a model house.
Materials required for this project:
Pen or pencil Ruler
Cardboard Glue
Scissors Prestik
Week 1
The hidden cost of electricity
During this week, the learners are first taken through the process used to generate electricity to
get an understanding of how it works, and how this process impacts on the environment.
They are given a basic understanding of the carbon cycle, which is illustrated on page 127 to
simplify the process. This is followed by basic questions that will allow you to make sure they
can follow the process.
This is followed by an easy explanation of the greenhouse effect, which is also illustrated to
simplify understanding.
These two principles are then tied into the generation of electricity, and it is important that the
learners understand the meaning of hidden costs of generating electricity. They must work
carefully through the paragraph that explains the use of electricity to produce everything that
has been manufactured.
The class will engage in a discussion that centres around ways to use less fuel: wood, gas or
electricity. Use the questions on pages 129 and 130 to promote the discussion, then get the
learners to answer the questions individually in their books. There is a section at the end of this
week on page 131, which the learners can work on at home.
Week 2
Save energy by using less building materials
The learners will base their planning on what they learnt in Week 1. To assist them in this,
they will revise work from earlier chapters. They can refer to these chapters to answer the 5
questions that are asked relating to forces.
Reinforced concrete and plywood
Use Figures 18, 19 and 20 to explain how reinforced concrete is made, and why it is stronger
than ordinary concrete.
Chapter 10 Mini-PAT:
Design a house to use
less energy
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Use Figures 21, 22 and 23 to explain how plywood is made, and how the cross-graining makes
it stronger. You can ask the learners to give examples of where these materials should be used
for their strength.
Investigate properties of different materials
Apart from the examples given, you can ask the learners to think of various materials they
encounter on a daily basis, and what the properties of these materials are.
Steel I-Beams
It must be remembered that the main concept is using less material whilst not losing strength.
The I-Beam can be used very effectively to demonstrate this.
Figures 28 to 33 illustrate the concepts of force and load graphically.
Week 3
Build a model of a house
Ensure that you have the materials necessary to make the models in preparation for this week.
The learners should bring cardboard; old cereal boxes are recommended.
Each learner must make his or her own model as they are being marked on the improvements in
Week 4.
The plans are simple to follow, but close supervision must be given around the cutting of the
shapes of the house. The learners must understand that if they make mistakes they can start
again, a badly cut shape will not work.
The learners must follow the instructions very carefully.
Team meeting on how to improve a house.
The learners can be divided into groups for this exercise. They need to discuss questions 1 to 5
as a group, and come up with solutions to improve energy usage.
Once the group discussion is over, each learner must write down the ideas in the workbook,
using their own words and descriptions of how to solve the problems.
Drawing your planned improvements to the house.
This is also an individual exercise, based on the ideas the learners wrote in the previous section.
1. The improvements will be sketched free-hand in 3D by the learners, and will be labelled.
You will be marking these sketches based on the following criteria:
• They have shown at least one improvement on the outside of the house. [1]
• The improvements will really reduce how much energy the house will
use, and it will be cheap and easy to make the improvements in real life. [2]
• It is easy for someone else to understand what they have sketched. [2]
• The labels and notes explain the improvements well. [2]
2. The improvements will be drawn in an isometric projection showing the planned
improvements.
You will be marking these sketches based on the following criteria:
• It has an appropriate heading. [1]
• It is made from the correct viewing point. [2]
• It shows all the improvements shown in their sketches. [1]
• It shows all the visible lines of the house. [1]
• It shows all vertical lines as vertical and all horizontal lines at 30˚. [2]
• It is neat. [1]
[Total: 15]
Before the end of the lesson ensure that the learners understand the homework they need to
complete before the following lesson.
Week 4
Make improvements to your model house
This work will be done individually, but will require close supervision. You will mark the models
out of a possible 20 at the end of the hour’s session.
Evaluate your improvements to the house
The learners will be evaluating their own and two other models. Ensure, as far
as possible, that the process is fair.
Week 5
Present your model of a
low energy house
The team will give their
presentations in the groups
that you divided them into
in Week 3. You can give
guidelines to each group,
but it is important that they
go through the process of
allocating and delegating
work as a team.
Facilitate the presentations,
ensuring that the learners
keep to the schedule.
winter
North
Ceiling insulation
keeps heat inside
in winter.
summer
North
Ceiling insulation
keeps heat out in
summer.
Figure 1: A cleverly designed house lets the sun’s heat in on a
winter’s day, but keeps it out on a summer’s day.
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Week 1
The hidden cost of electricity
In the last few years, the cost of electricity has increased a lot. Some people are
unhappy about this, because they don’t have enough money to pay for electricity.
Electricity also has another cost that has nothing
to do with money. This is the “cost” of electricity to
the environment. Just like the amount of money that
people have changes when they pay for electricity,
so the environment changes when electricity is
generated.
This week, you will learn how the environment is changed by electricity
generation. This change is often bad for the environment. You can say that
electricity generation has a negative impact on the environment.
You will think about ways that this negative impact can be reduced.
Where does electricity come from? (30 minutes)
Figure 2
To make electricity is usually
called to generate electricity.
Figure 3
Figure 4
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Figure 5
The boy followed the electricity lines to see where electricity comes from. When
he went inside the power plant, a technician told him how a coal-fired power plant
works. This is what she told him:
“In a power station, coal is burnt underneath a
tank full of water that is called a boiler. The heat
from the fire makes the water boil and evaporate to
form steam with a high pressure. The high pressure
steam blows through a turbine and makes it turn.
This is very much like the wind making a wind
pump turn. A device called a generator converts the
rotational movement of the turbine into electricity.
The gases and smoke from the fire passes through a
filter before it goes through the chimney into the air.
The filter removes most of the ash and soot particles,
so that there is only a little bit of smoke that comes
out the top of the chimney.”
Figure 6
When a balloon bursts, or when
there is a puncture in a bicycle
or a motorcar tyre, the air
inside bursts out very quickly
and strongly. This is because
the air inside a balloon and a
tyre is under high pressure.
Figure 7
A coal-fired power plant has the following parts:
1. Turbine
2. Cooling tower
3. Boiler tank
4. Furnace
5. Generator
6. Chimney
7. Filter to remove ash and soot.
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Investigate: The different parts of a power station
Which part of a power station is shown by which number on the picture in Figure
7? Use your pencil to write the names of the parts on the dashed lines next to the
numbers on the picture. [3½]
How does electricity generation impact on the environment?
(30 minutes)
Look at the picture below.
scale for weighing
Figure 8: Can mass disappear into nowhere?
The ash left at the end weighs much less than the wood from which the fire was
made at the start. What happened to the rest of the weight?
The rest of the weight was converted to energy, fuelling the fire.
There are many different materials or substances that you can burn to create heat
and light. Wood, coal, paraffin, gas and oil are some of the substances that you
know about. They are called fuels. All of these fuels contain carbon.
Carbon is one of the main building blocks from which plants and animals are
made. These building blocks are very small. It is impossible to see them. Carbon is
a solid.
Carbon stores energy, like a battery. When carbon is
on its own, you can say the battery is charged. When
the carbon is bonded with another small building
block called oxygen, then the battery is flat. Oxygen
is a gas.When carbon is bonded to oxygen, they are
together called carbon dioxide. Carbon dioxide is a gas.
Go outside on a very cold but sunny winter’s day.
Let the sunlight shine on your hand. Why does your
hand start to feel warm, even though the air around it
is very cold? It is because the sunlight is changed into
heat, inside your skin. Light and heat are two different
forms of energy. Movement and electricity are two
other forms of energy.
When carbon bonds with oxygen, energy is released in the form of heat:
carbon + oxygen = carbon dioxide + energy.
This is what happens when an animal eats food that contains carbon and breathes
air that contains oxygen. The carbon and oxygen combine inside the animal to
give it energy and to make it grow. The same thing happens when plant material
containing carbon burns in air.
To separate carbon and oxygen that is bonded, energy is needed. Plants separate
carbon and oxygen by using the energy of sunlight:
carbon dioxide + light = carbon + oxygen.
Plants use the carbon to grow, because carbon is the main building block of
plants. They release the oxygen back into the air.
The change of carbon into carbon dioxide and then
back into carbon is called the carbon cycle. This is
shown in the picture on the next page.
When you make a fire or burn gas or paraffin in your house, carbon dioxide
is released into the air. When you use an electrical stove, no carbon dioxide is
released from your house. But carbon dioxide is released from a power plant that
makes the electricity you use.
When two very small building
blocks of a material are close
together, they stick together,
as if they were glued with very
strong glue. This is called
chemical bonding. You will
learn more about this later
when you do chemistry in
natural science.
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breathe out
energy
move
think
grow
body heat
energy
oxygen (invisible gas)
breathe in
sunlight
energy
plants
sunlight
carbon
dioxide
(gas)
oxygen (gas)
carbon (solid)
carbon in plant materials
eat
animals
fire
heat
Figure 9: The carbon cycle
Investigate: Carbon dioxide
1. (a) What changes carbon dioxide gas back into carbon in a solid form? [1]
Plants and trees
(b) What does this solid carbon become part of? [1]
Wood, leaves and stalks
2. Can you see carbon dioxide rising from a fire? [½]
No. The smoke you can see is made up of ash and burnt carbon
3. People use fuel for light and heat. What else do they use fuel for? [1]
Transport; manufacturing
On the right is a picture of a greenhouse.
Greenhouses keep plants warm in winter, by using
the energy of sunlight. It lets the energy of sunlight
come inside, but does not let the same amount of
energy go outside again. Therefore, it is warmer
inside a greenhouse than outside. Greenhouses can
be made from glass or plastic.
The layer of air around the earth is called the
atmosphere. It is a little bit like the glass or plastic
covering of a greenhouse. It lets the energy of
sunlight in, but does not let the same amount of
energy escape again. This is called the greenhouse
effect. If this did not happen, it would be freezing
cold every night!
When something is burnt, carbon dioxide is
released into the air. Carbon dioxide is a gas that
is very good at trapping the energy of sunlight. But
only a small part of air is made of carbon dioxide.
The more carbon dioxide is in the atmosphere, the
more energy of sunlight is trapped, which means
it will become warmer on earth. Many people are
worried that the climate is changing, which can
lead to droughts and storms.
Figure 10
Figure 11
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4. What would happen if the amount of carbon dioxide in the atmosphere
increases? [1]
Carbon dio ide is a gas that traps the energy of sunlight. ore carbon dio ide
traps more energy, and it will become warmer on earth. This is known as the
greenhouse effect.
[Total: 4½]
How can the negative impact of electricity generation be
reduced? (60 minutes)
Later this year, you will learn about different kinds of power stations. Some of
them release less or no carbon dioxide into the atmosphere. There is hope that
in future, less electricity will be generated by coal-fired power stations. But most
electricity is still generated by coal-fired power stations, and this is not going to
change soon.
You will now discuss what the users of electricity can do to reduce the amount
of carbon dioxide released into the atmosphere. Every time you switch on a kettle
or another electrical appliance, you use electricity. The more electricity people use,
the more electricity the power stations have to generate.
There is also a hidden way of using electricity. Every time you buy something that
was made in a factory, the factory used electricity to make the product. If people
bought less of those products, then the factories would be smaller and use less
electricity.
Investigate: What can you do to release less carbon dioxide?
In this lesson, your teacher will lead the whole class in a discussion about how
ordinary people can use less electricity, or burn less wood, gas or paraffin. The
following questions will give you some ideas for your discussion:
1. When you make tea or coffee, how much water do you put into the kettle to
boil? Do you put in more water than you need? Does the amount of water that
you boil have an effect on how much electricity you consume? [1]
ou should only boil enough water for your needs. The only e tra water in a
kettle is to cover the heating element. Yes, the more water you boil, the more
electricity you consume.
2. When you leave a room, do you switch off the lights? Will that reduce the
amount of electricity you use? [1]
You must switch off lights. It will reduce the amount of electricity you use.
3. Many houses have an electrical geyser to heat water. A geyser is a water tank
that supplies hot water to taps. An electric element in a geyser heats the water,
just like an electric element inside a kettle heats water.
Sarah takes a warm shower for five minutes every day. Nyiko takes a warm
shower for 20 minutes every day. Does the time you take to shower have an
effect on how much electricity you use? [1]
Yes, the longer you shower, the more hot water you use. This means that the
geyser has to heat up a lot more water, which uses more electricity.
4. Look at the following cut-away
picture of a geyser. Can something
be changed or added to a geyser so
that it will use less electricity? [1]
You can cover a geyser with a special
insulating blanket to keep heat in.
This means less electricity is used
to keep the water hot.
Figure 13: Some materials keep you warm. Why?
Figure 12
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5. Thabo’s family uses an electric heater
to heat their house in winter. On the
right is a photo of their roof from inside
the house. Somebody told them that a
lot of heat can escape through a roof.
This means that a lot of the heat from
the heater is wasted because it leaves
through the roof. Can they change
something to their house so that less
heat will escape through the roof? [1]
You can either line the roof with insulating
material, or you can put in a ceiling,
and line this with material.
6. Nabeelah’s family live in a house without electricity. They use gas, candles
and wood for heat and light. Katlego’s family lives in a house with electricity.
They only use electric lights and appliances. The two families are the same size.
They both use about the same amount of light, hot water, and heat for cooking.
Which family causes more carbon dioxide to be released into the atmosphere?
[1]
abeelah’s family causes more carbon dio ide to be released into the
atmosphere at her house, but the electricity for atlego’s family causes carbon
dio ide to be released into the atmosphere where it is generated. The families
both causes the same amount of carbon dio ide to be released.
Total [6]
Figure 14
Something you could do at home
Below is one idea for using
less electricity or fuel when
cooking:
Bring the food to boiling point
in a pot on the stove. Then
take the pot off the stove and
wrap it in a thick jacket to
keep it very hot. Leave it there
for two to three hours. The
idea is the same as a person
dressing very warmly on a cold
day. To wrap a jacket around
a pot to keep it warm is called
insulating the pot.
The photo below shows an
insulated cooking box that
was used to cook rice. This
box was made from waste
materials. Before the towel was
wrapped around it, the box felt
slightly warm after the pot was
put into it. That meant that heat
was escaping from the pot.
So an extra layer of insulation
was added by wrapping a towel
around the box. The towel was
carefully wrapped around the
box, so that it covered every
part of the box. If some part
of the box was not covered
by the towel, heat could have
escaped from that part of the
box. It took two hours to cook
the rice.
old paper,
wrinkled so
that it traps
air inside
plastic container with lid
bubble wrap
foil
tin can with rice
and boiling hot
water inside
towel
part of a
polystyrene
plate
Figure 15: Insulated cooking box made of waste materials
Safety warnings
Boiling hot water can burn you!
If the food in the box is warm
but not hot, and it stays in the
box for more than an hour,
bacteria can grow. That can
cause food poisoning. To
prevent this, make sure that
the box is well insulated, and
do not leave food in the box for
more than three hours.
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Week 2
Save energy by using less building materials
Factories use electricity or burn coal to make many
building materials like cement and steel. You can say
that there is an energy cost and a carbon dioxide cost to
building materials.
How can the amount of carbon dioxide that is
released into the atmosphere be reduced? One way is
to design things cleverly so that less material is needed to build them. Then the
factories will make less material. Another way is to cut down fewer trees, because
trees help to reduce the amount of carbon dioxide in the air.
This week, you will learn about three materials made in special shapes, or
combined in special ways, so that a small amount of material can make a strong
object. You will learn about reinforced concrete, plywood, and steel I-beams.
But first, you will do revision about the different types of forces that can act on
materials.
Forces acting on materials (30 minutes)
Revision questions
Look back on what you learnt in Chapter 1 to answer the following questions. If
you find a question difficult, it can help you to first make a rough sketch of the
situation. Your brain often works better if you can see the thing that you have to
think about.
1. What forces can act on a tree trunk?
Wind; weight of branches
2. What type of force acts on a column or pillar under a bridge?
Compressive
3. What type of force acts on the chain of a bicycle?
Tensile
Did you know?
About 9 kg of carbon dioxide
is released into the air to
manufacture 10 kg of cement
or 10 kg of steel.
4. Take your workbook and bend it as in the photo below. Make sure that the left
and right sides of the book stay at right angles to the front and back of the
book.
Figure 16
(a) Why does the book make a “bubble” at the top when you bend it?
It has been compressed
(b) What does it feel like at the bottom of the book? Are the bottom pages loose
or tight?
Tight. They ha e been stretched tight with tensile force e erted.
5. Bolts and nuts are used to hold
different pieces of material
together, as shown in the picture
on the right.
What different types of forces can
act on a bolt? Explain your answer
or answers.
Shear forces. The two pieces
of material can pull or push
in opposite directions, which
places shear force on the bolt. Figure 17
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Reinforced concrete and plywood (30 minutes)
Reinforced concrete
Concrete is used in most modern structures and buildings. It can withstand very
large compressive forces without breaking. But it cannot withstand large tensile
forces. In most situations, concrete structural members like pillars and beams
experience both compressive and tensile forces. To make concrete withstand
large tensile forces too, steel rods or mesh is placed in the concrete when the wet
concrete is poured into a shape or mould. Steel can withstand very large tensile
forces. Concrete that has steel inside of it is called reinforced concrete.
Figure 18: Steel reinforcement is used to strengthen the concrete foundations of a new house.
Figure 19: Steel reinforcement is placed inside a concrete pillar of a big building.
Figure 20: Steel reinforcement is placed inside a concrete wall of a big building.
Plywood
Wood is made of fibres that are arranged lengthwise in
a tree trunk or branch. This arrangement is called the
grain of the wood, and it can be seen as thin parallel
lines.
Wood often cracks in the direction of its grain. This
happens when a tensile force is applied across the
direction of the grain.
Another way to say “across”
the direction of the grain, is to
say at a right angle with the
direction of the grain.
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Figure 21: Splitting wood across the direction of the grain, or in the direction of the grain. Which
is easiest?
Plywood is a made by glueing many thin
layers of wood on top of one another.
The grain in each layer is at a right
angle to the grains in the layers above
and below it. Plywood can therefore
withstand large tensile forces in both
directions.
Plywood is mostly used for shell
structures that cover large surface
areas, like floors. Other examples of the
use of plywood are for seats and back
rests of chairs, for table tops, and for
skateboards.
A plywood shell structure is often supported by a frame structure underneath it.
Figure 23: A skateboard is made of plywood
Figure 22: The different layers of plywood
Investigate: Properties of different materials
1. If a material is pulled in the directions of its length and its width using the
same tensile force, will it stretch by the same amount in both directions?
(a) The material of which a jersey is made:
A jersey is made of wool and will stretch further widthways than lengthways.
(b) The material of which a school shirt is made:
A shirt is made of cotton and will stretch the same in both directions.
Look at the pictures below. A dry piece of wood cracks easily when you bend it, but
the rubber sole of a shoe does not crack, even if you bend it a lot.
Figure 24
Rubber can change shape when it is pulled apart or pushed together. When you
stop pushing or pulling it, it returns to its original shape. People say that rubber is
an elastic material. Elastic bands are also made from rubber. When a tensile force
is applied to an elastic rubber band, it gets longer. It also gets thinner.
Dry wood is only a little bit elastic, so it cannot get much longer when you apply
a tensile force to it. Therefore, when the tensile force is too big, the wood will
crack. You can also say the wood will fracture. Note that the wood cracks at the top
or outside of the bend, and not on the inside.
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Steel I-beams (60 minutes)
Metal beams can be shaped in special ways to make them resist bending. The
shape called an I-beam is a shape that resists bending very well.
Figure 25: Steel I-beams are often used in buildings. Wood I-beams are often used during the construction
of a building, but are removed once the building can support its own weight.
The pictures below compare the resistance to bending of an I-beam, to the
resistance to bending of a rectangular-shaped beam. Both beams have the same
length between the two supports. And the load is the same on both beams.
rectangular beam
I-beam
Figure 26
Count the blocks inside the pictures of the shapes of both beams. You will see
that both beams are made from the same amount of material. That means that the
weight of both beams are the same, and the cost of the material will be the same.
Which beam bends the most under the weight of the load?
Because an I-beam resists bending better, a lighter and cheaper I-beam can
be used to carry the same load as a rectangular beam. That also means that less
steel will have to be made, so less energy will be used to make steel. In this way,
clever design of material helps to reduce the negative impact of technology on the
environment.
In the rest of the lesson, you will investigate why an I-beam resists bending
better than a rectangular beam of the same weight. First, you have to understand
what forces act at different places in a beam when it is bending.
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Investigate: What forces act inside a beam that bends?
In the picture on the right, the dry
piece of wood fractures at the top
of the bend. That means there is a
tensile force acting along the top of
the wood. But the wood is only bent,
so how can there be a tensile force
acting on it?
The pictures below will help you to understand what happens to a beam that
bends. The pictures do not show what the material of which the beam is made of
actually looks like. Instead, the pictures show an imagined idea that wood is made
of a lot of little blocks that are connected by springs.
compressive force
no force
tensile force
Figure 28: Pictures of a wooden beam as if it is made of small blocks connected by springs.
1. What happens to the imaginary springs when a tensile force acts along the
length of the beam?
The springs will stretch equally across the beam.
2. What happens to the imaginary springs when a compressive force acts along
the length of the beam?
The springs will compress equally across the beam.
Figure 27
Below are pictures of a thin and a thick beam. Each beam bends when a load is
applied in the middle of it. The pictures are drawn as if the beams are made up of
many small blocks connected by springs.
1
2
3
1
2
3
4
5
6
7
Figure 29
When a beam bends down, the following happens:
• The top gets shorter. It is compressed.
• The bottom gets longer. It is stretched.
• The middle stays the same length.
3. What type of force acts along the top of the beam when it bends down?
Compressive force
4. What type of force acts along the bottom of the beam when it bends down?
Tensile force
5. Is there a tensile or compressive force acting along the middle of the beam
when it bends down?
No force
How does a spring work?
• The shorter you want to make a spring, the
harder you have to press it.
• The longer you want to make a spring, the harder
you have to pull it.
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6. Look at the thick beam on Figure 29. There are seven rows or layers of blocks
connected with springs. The layers are numbered.
(a) Which two layers of the beam help it the most to resist bending?
Row 1 and 7
(b) Does the middle layer of a beam help it to resist bending?
No
7. Look at beam A and beam B below. They are both made of the same amount of
material. You can count the blocks to check this.
Figure 30
Which beam will bend the least if the same load is applied to both beams?
Beam A will bend the least.
8. Compare beam C on the right to beams A and B. Will beam C resist
bending better than beam B?
Yes, beam C will resist better than beam B if the weight
pushes directly downwards.
Beam C will resist bending the best when the force
is acting exactly downdwards. But if there is only
a very small sideways force, beam C will buckle
because it is so thin.
Engineers wanted to design a new shape for a beam that will resist bending more
than beam B, but without buckling like beam C. They knew that the material in the
middle of a beam does help a lot to resist bending, because it does not stretch or
compress a lot in the middle of a beam when it bends. Figure 33 explains this.
So they took the design of beam B, and removed some material from the middle
and rather added it to the top and bottom, where there will be more stretching and
compression. In this way, they made the beam taller, but they also added short
horizontal parts at the top and the bottom to prevent the beam from buckling
sideways. This is shown in the pictures below.
9. Why does an I-beam resist bending better than a rectangular beam made from
the same amount of material?
Your answers to the previous questions will help you.
The I-beam has a thicker layer of material underneath the load. In this
e ample, s uares in the eam to s uares in the rectangular beam.
[Total: 6]
Figure 32
Figure 31
A
B
C
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Figure 33
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Week 3
Build a model of a house
A lot of electricity or fuel is used to heat a building when it’s cold, or to cool it
when it’s hot.
This week, you will build a cardboard model of a house from the plans you will
be given. Then you will design and make changes to the house so that it will need
less heating in summer, and less cooling in winter.
Some of the changes you will make will be inside the house, and others will be
outside. You will build a model of only one half of a house, as if the house has been
cut open along the length of the roof. This will make it easy to work inside the
small cardboard house to make changes to it. It will also make it easy for other
people to see the changes you have made.
Figure 34
Build a model of a house: Individual work (60 minutes)
The photo below shows the developments for different parts of the cardboard
model that you will build. The walls and the floor are made out of one piece of
cardboard. The roof and the inside wall of the house are made of two other pieces
of cardboard. There are also thin strips of cardboard that will close the places
where the windows are cut out and the door is cut open.
Figure 35: Dashed lines show where you should fold the cardboard.
Figure 33
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You will make your model out of thin cardboard. To save time, do not make roof
trusses for your model.
You could use some old cereal boxes for cardboard. You will later cut out, fold
and glue together your model. But first do the following things:
1. Make accurate drawings of the developments of the different parts your model.
Make these drawings on cardboard.
2. Cut out and fold the developments of the different parts of your model.
3. Glue the small strips of cardboard to the walls, to close the spaces where the
windows were cut out and the door was cut open.
Figure 36
4. Fold the walls, and use Prestik to join them together. Then add the roof and the
inside wall, also using Prestik. Have another look at Figure 36 if you are not sure
how to do this.
Do not use glue from now on. Rather use Prestik, because you might want to
take out the inside wall, remove the roof, or fold the walls down later. After you
have made the changes, you can put the walls and roof back with Prestik.
[Total: 5]
How do you know when heat is escaping?
Look at the pictures below. The same pot full of
hot food is shown on the left and on the right. On
the left, somebody tries to pick up the pot and
burns his hands. On the right, somebody puts
a bag filled with straw around the pot, and then
picks up the pot without burning his hands. You
can say the hot pot on the right is insulated by
the straw bag.
Figure 37: A hot pot with and without insulation
When you touch an object and feel that it is hot, it
means that heat is escaping from the object. So
the heat moves from the object to you. You are
getting warmer and the object is getting cooler.
When you touch an object and it does not feel
hot, it means that heat is not moving from the
object to you.
You can feel the heat of the pot on the left,
which means that heat is escaping from that pot.
Therefore, the pot will cool down.
You cannot feel the heat of the pot on the right
with the straw bag around it. That means heat is
not escaping from that pot, or it is escaping very
slowly. So the pot on the right will stay warmer for
much longer than the pot on the left.
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Team meeting on how to improve a house (30 minutes)
Design: How to improve a house to use less energy
Think of ideas to improve a house so that it will use less electricity and/or fuel.
The questions below can help you. Working as a team will also help you, but you
should still write down your own ideas. Your teacher will assess your ideas.
Try to think of changes to a house that will be cheap and easy to make.
Maybe you can use recycled or natural materials, or even plants.
1. What can be changed about the roof design so that sunlight will not come
through the windows in the middle of summer, but will come through the
windows in winter? Make a rough sketch of your design. [2]
Overhanging awning.
Trees planted to shelter the house
2. How can you prevent heat from escaping through the roof when
it is cold outside? Make a rough sketch of your design. [2]
A ceiling.
Insulation.
3. The owners of a house want to put in a small
fireplace, like the one on the right, to heat the
house in winter.
(a) Where in the house should they put the
fireplace and its chimney? Show the position of
the fireplace on the floor plan you drew. A floor
plan is what you see when the roof is off and
you look at the house from the top.
Hint: You want as much of the heat from the
fireplace to stay inside the house. You do not
want heat to escape to the outside. [1]
Hint: Read the part in the coloured box on page
172 (Learner Book page 144) about the insulated
pot.
Figure 39: Floor plan of your model house
(b) Why would you put the fireplace there? [1]
t must be placed ne t to an inside wall. ither room. s little heat
as possible must radiate out/escape through an outer wall.
4. Three different people cook soup on a gas stove in different ways, as shown
below.
Figure 40
Who will use the least amount of gas to cook the soup?
Explain your answer. [2]
Figure 38
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The person on the right who has insulated the pot will use the least amount
of gas.
5. Have another look at the previous two chapters. Do any of the pictures give you
other ideas on how to improve a house to save energy? [2]
Let the learners check through the chapters and share their ideas
before writing them down.
[Total: 10]
Drawing your planned improvements to the house (30 minutes)
Make: Isometric projection drawing of your planned improvements
1. Make a freehand sketch in 3D to show what you plan to add or change to the
outside of the house. Your sketch should show what you would see if you were
sitting in a tree on the front, left side of the house. One of the photos in Figure
34 shows this view of the house.
Add labels and notes to your sketch to explain the improvements.
Your teacher will look at the following to give you marks:
• You have shown at least one improvement on the outside of the house. [1]
• The improvements will really reduce how much energy the house will
use, and it will be cheap and easy to make the improvements in real life. [2]
• It is easy for someone else to understand what you have sketched. [2]
• The labels and notes explain the improvements well. [2]
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2. Make an isometric projection drawing to show your planned improvements to
the outside of the house. Your drawing should again show what you would see
if you were sitting in a tree on the front left side of the house.
Do not show any hidden details.
Your teacher will look at the following aspects of the drawing to give you marks:
• It has an appropriate heading. [1]
• It is made from the correct viewing point. [2]
• It shows all the improvements shown in your sketch. [1]
• It shows all the visible lines of the house. [1]
• It shows all vertical lines as vertical and all horizontal lines at 30˚. [2]
• It is neat. [1]
[Total: 15]
Isometric drawing of improvements: Awning, trees.
Homework
1. Ask your grandparents or old people in your community for advice. Tell them:
“I want to learn how to make changes to a house so that it will use less
electricity or fuel for heating in winter, and less electricity for cooling in summer.
Please tell me more about changes that are cheap and easy to make.”
Write down their advice. You can also make sketches.
earner’s own answers.
2. Gather materials that you can use to improve your model house, and bring it to
school next week. Some waste materials will work well. You do not have to use
the same materials on the model that you would use in real life. Also bring a
piece of corrugated cardboard that is at least as big as an A4 sheet.
If you do not bring these materials, you will not be able to show the
improvements on your model house.
Week 4
Make improvements to your model house (60 minutes)
Make: Improve your model house
Individual work
You want to show other people the different improvements that can be made
to the house, so that less energy will be needed to heat or cool the house. Some
improvements may be on the outside of the house. Other improvements may be
on the inside of the house. Some things may even be added on the ground around
the house.
Stick your model of a house on a big flat piece of cardboard using Prestik. The
flat piece of cardboard represents the ground around the house.
Now add or change things to the house so that it will use less energy. Use the
materials you brought from home to make the changes.
For each thing that you add or change to the model, make a small paper sticker
with a number on it, and stick it to the thing that you add or change. Write down
the numbers of all the changes on a piece of paper. For each change, say what its
purpose is and what it is made of. If you know the name of the thing, you can also
write it down. For example:
1. What is it made of in real life?
What is its purpose?
What is its name?
This piece of paper is called a legend. It explains to people what the different
things on your model are.
[Total: 20]
Evaluate your improvements to the house (60 minutes)
You will make an evaluation sheet to evaluate your own work, as well as the work
of two other learners who are not on the same team as you.
Evaluate each model objectively and fairly. So you should pretend that you are
evaluating the work of someone that you do not know. Do not give high marks to
yourself or others if the improvements to the house are not good or not enough.
Be prepared to explain why you gave a low, medium or high mark.
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Evaluate: Make and use an evaluation sheet
1. Change each of the following criteria into a question. Then make a table with
all the questions. You will give a mark next to each question, from one to three.
• There should be at least two improvements on the inside of the house. The
more improvements there are, the better. But ignore changes to the model
house that will not reduce the amount of energy used.
• There should be at least one improvement on the outside of the house. The
more improvements there are, the better. Ignore changes that will not work.
• The improvements should be as cheap as possible, and easy to make in real
life. They should not require a lot of extra building to be done.
• It will be good if some of the improvements are made with natural materials
that can be found close by, or by re-using waste material.
• The improvements on the model should be neat. It should be easy to
understand what the improvements are just by looking at the model.
• The legend should give a clear explanation of what the improvements are.
Week 5
Present your model of a low-energy house
Your team will give a presentation of your improvements to a house later this
week. The presentation should be between three and five minutes long. Each
member of your team should do a part of the presentation. The other learners in
the class can ask you questions after your presentation.
Prepare your presentation (30 minutes)
Team meeting
1. Decide which part of the presentation each one of you will do.
• One of you should talk about the rough sketches, and the final isometric
projection drawing you made.
• One of you should show a model and explain all the changes inside and
outside the model.
• One of you should talk about the advice that old people gave you on how
to improve a house to save energy. You should also talk about how natural
materials can be used to improve a house.
• If there is a fourth person in your group, he or she should talk about the
first plans you made during your team meeting in week three, and how you
improved or added to those plans later on.
2. Decide in what order you will give the different parts of the presentation. Who
will talk first, and who will talk next?
Write the parts of the presentation in the order that you will do them, and
show who will do which part.
Individual work
1. Plan your own part of the presentation.
Write notes about what you will do.
2. Homework: Practise your presentation.
Hints for presenting your work
• Stand up straight and look at the class when you speak.
• Do not write out everything that you will say. Rather make a list of the main
things you will talk about. This should not be more than five things. Your list
should not have full sentences, but only key words to remind you of what you
want to talk about.
• What you are telling the class is very important, because it can help people save
money and reduce the negative impact on the environment. Be proud of what
you tell the class and speak loudly and clearly.
• Use your sketches, drawings and model to point to things while you are talking.
This will help the class to understand what you are saying. Make sure they can
see the sketches, drawings and model clearly.
• You can also bring pictures from magazines or newspapers, or examples of
materials, and use that in your presentation.
• Know when it is your turn to speak.
• Keep to the time limit. It often helps to ask somebody else in the class to hold
up cards saying how much time you have left.
Presentations of all the teams to the class (90 minutes)
Listen well to the presentations of the other teams. They may have interesting
ideas that you did not think of. Write those ideas down below, to help you to
remember them when you design or improve your own house one day.
Next term
Enjoy your winter holiday! After the holiday, you will make things that work with
levers and gears.
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CHAPTER 11: LEVERS,LINKAGES AND GEARS
TECHNOLOGY GRADE 8 TERM 3
180 181
In this chapter, you will revise what you learnt in Grade 7 about different types of levers and
linked levers. You will pay special attention to whether a lever or a system of levers gives a
mechanical advantage or a distance advantage.
You will also revise what you learnt earlier this year about how gear systems can give a
mechanical advantage or a speed advantage. Then you will learn about a type of gear called a
bevel gear. Bevel gears change the direction of rotation.
It is important that you understand mechanical advantage very well, because you will be doing
calculations about mechanical advantage in the next chapter.
11.1 Revision of levers and mechanical advantage ........................................................184
11.2 Linked levers ......................................................................................................190
11.3 Gear systems .....................................................................................................195
Figure 1: Gears are sometimes used to get a speed advantage.
TERM 3
Chapter 11
Levers, linkages and gears
11.1 Revision of levers and mechanical advantage
Learners revise what they learnt in Grade 7 about levers being able to give a mechanical
advantage or a distance advantage.
In Grade 7 Term 1 (Chapters 4 to 6), learners explored how there is a trade-off between
distance and force when using a lever. They learnt that the term ‘mechanical advantage’ is used
to describe this trade-off in a quantitative/measurable way. If the distance moved on the output
side is more than the distance moved on the input side, then the force on the output side will be
smaller than the force on the input side, and the other way around.
They learnt to classify mechanical advantage as:
• MA > 1 (output force > input force, a mechanical advantage), or
• MA = 0 (output force = input force, no mechanical advantage), or
• MA < 1 (output force < input force, a distance advantage).
They learnt the following by means of practical investigation:
When the distance between the effort (input force) of a lever and the fulcrum
is bigger than the distance between the load (output force) and the fulcrum,
then there is a mechanical advantage.
The activities and questions in this section help learners to remember all of the above. They
also, for the first time, read a formula for calculating the exact value of the mechanical
advantage. This formula calculates the ratio between the output force and the input force. They
are shown examples of how this formula is used, but they do not yet do calculations themselves
(that happens in the next chapter).
They also learn of different ways in which the value of this ratio (the mechanical advantage)
can be written, and that these different ways of writing the ratio means the same thing (are
‘equivalent’).
You can help the learners make more connections with related things that they have already
learnt:
• In Grade 7 Term 1 Chapter 7 (see p. 75), learners explored
“swap distance for strength” in a hydraulic system.
• In Grade 7 Term 3 Chapter 15 (section 15.2), they learnt how in pulley systems,
the output force is bigger than the input force
if the output distance is smaller than the input distance.
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11.2 Linked levers
In this section, learners compare the distances of the input and the output to the fulcrum,
when answering questions about the mechanical advantage of different levers. In this way,
they develop intuitive understanding to prepare them for the formula to calculate mechanical
advantage as the ratio between the input distance and the output distance, which is given in the
next chapter.
They also investigate the example of bolt cutters, where two sets of levers are combined to get
a very big overall mechanical advantage. Each set of levers give a mechanical advantage. When
linked together, the whole system gives an even bigger mechanical advantage.
(The mechanical advantage of a system of linked levers is actually the MA of the first set of
levers, multiplied by the MA of the second set of levers, but learners do not need to learn that.)
When investigating the system of linked levers in the bolt cutters, it is important that learners
understand that not all pivot points act as fulcrums of levers. Some pivot points (which are not
fixed/supported – in other words can move freely) merely serve to connect pieces together in a
way that allow the pieces to rotate.
11.3 Gear systems
In this section, learners answer questions to remember what they learnt about gear systems
in Term 1 Chapter 5. Many words are needed to describe gear systems. Learners will become
more comfortable and fluent in talking about:
• input and output rotational speeds,
• input and output turning force,
• gear ratio,
• direction of turning,
• idler gears,
• counter rotation, and
• synchronised rotation.
The questions are easy and do not require any use of the formula for gear ratio (that is only
done in the next chapter). However, it is important that learners understand and use the words
above correctly and easily. Therefore, you should give learners opportunity to talk about gear
systems using these words.
Right at the end of this section, learners are briefly introduced to bevel gears. You should bring
a hand drill and/or an eggbeater with bevel gears to class, so that learners can see how bevel
gears work. Not all learners have such devices at home.
Figure 2: A bolt cutter uses a system of linked levers to give a very big mechanical advantage. Note
that there are five fulcrums!
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11.1 Revision of levers and mechanical advantage
Mechanisms are parts of machines
that help us to move things. Machines
are usually made of many connected
mechanisms. Some parts of a
mechanism move, and other parts are
used to hold the moving parts in place.
Mechanisms are useful because they
help us to move things further, faster or
by using less force.
Machines at home LB p. 153
Figures 4 to 7 show machines that you might have at home. Write down what
each of these machines is used for, and how they make it easier to do the task.
1. A bottle opener
This helps you to remove a steel bottle cap by
bending the cap. The length of the bottle opener
gives you mechanical advantage, which means you only
have to apply a small force to bend the cap.
2. A pair of scissors
This helps you to cut paper. A cutting knife will also
cut paper, but it will cut the table surface
underneath the paper as well. With scissors, the
surface underneath the paper is not damaged. In
fact, you can hold the paper in the air while you cut
it.
Figure 3
Figure 4: A bottle opener
Figure 5: A pair of scissors
3. A hammer
In Figure 6, a claw hammer is used to pull a nail
from a piece of wood. The long handle of the hammer
gives you a big mechanical advantage, so that you only
have to apply a small force on the tip of the handle
for the claw of the hammer to pull out the nail with a
big force. Also, the rounded shape of the claw means
that the nail is pulled out smoothly.
4. A pair of pliers
A pair of pliers helps you to bend and cut wire
without using much force. Because of the long
handles, it also gives a mechanical advantage.
Levers allow you to change the direction of movement, the size of movement and
the amount of input force that is needed for the output movement to happen.
Do you remember what mechanical advantage is?
You already know that:
• If the input force is smaller than the output force, there is a mechanical
advantage. You can say the mechanical advantage is bigger than 1.
• If the input force is bigger than the output force, there is not a mechanical
advantage, but rather a distance advantage. You can say the mechanical
advantage is smaller than 1.
When engineers, scientists and technologists
design mechanisms, they want to know exactly how
big the mechanical advantage in a system is. It is not
good enough for them to say that the mechanical
advantage is bigger than 1 or smaller than 1. They
need a number to tell them exactly how big or small
the mechanical advantage is. We call this number the
mechanical advantage.
Figure 6: A hammer
Figure 7: A pair of pliers
You can use the abbreviation
MA for mechanical advantage.
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The mechanical advantage is calculated by dividing the output force
by the input force:
mechanical advantage = output force ÷ input force =
output force
input force
You can also say that the mechanical advantage is the ratio between
the output force and the input force.
If a lever makes it easier to lift a heavy weight, the input force is less than the
output force, and the mechanical advantage is greater than 1.
For example, if the output force is 12 and the input force is 4, the mechanical
advantage is calculated in the following way:
12 ÷ 4. This can also be written as
12
4
or
12
4
.
The answer to this calculation can be written in
different ways:
a ratio of 3 to 1
OR 3 : 1
OR 3
This means that the output force is three
times greater than the input force. You can also say
that the lever gives a mechanical advantage of 3.
But you cannot get something for nothing. If the input force is 3 times less than
the output force, you will have to move the input arm 3 times further than the
output arm. Look at Figure 8 to see how this works.
Figure 8: A mechanical advantage of 3
These different ways of writing
the answer all mean the same
thing: they are equivalent.
You can write an equals sign
instead of “OR” between the
different ways of writing the
answer, because they are
equivalent.
Not all levers give a mechanical advantage. Sometimes the input force is greater
than the output force. These levers make it harder to move something, but the
output movement will be greater than the input movement.
If a lever makes it harder to lift a heavy weight, the
input force is greater than the output force, and the
mechanical advantage will be less than 1.
If, for example the input force is 3 and the output
force is 1, the mechanical advantage is output
force ÷ input force = 1
3
, in other words 1 third.
In the example above, the output force is only
1 third as big as the input force. The output arm will
move 3 times further than the input arm. In other
words, this lever gives a distance advantage of 3.
Look at Figure 9 to see how this works.
Figure 9: A distance advantage of 3
On a lever, the distances moved by the input arm and the output arm are directly
related to their distances away from the fulcrum.
• If the distances from the fulcrum are equal, the distances moved will be equal.
• If the fulcrum is closer to the input force, the distance moved by the
input arm will be smaller.
• If the fulcrum is closer to the output force, the distance moved by the
output arm will be smaller.
When a mechanical system
changes a small input distance
into a larger output distance,
the system gives a distance
advantage.
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If the distance between the fulcrum and the output
is less than the distance between the fulcrum and
the input, the output force will be greater than
the input force and the lever gives a mechanical
advantage.
If the distance between the fulcrum and the
output is greater than the distance between the
fulcrum and the input, the output force will be
less than the input force and the lever gives you a
distance advantage. In this case, you will not get a
mechanical advantage.
The first-class lever and mechanical advantage
Figure 10: A small input force over a large input distance
A lever can change a large movement with a small input force into a small
movement with a large output force. When you use a bottle opener, you use a small
input force to pull up the long handle, and the lever mechanism makes the output
force big enough to bend the top of the bottle.
If MA > 1, then a small input force over a big
distance at one end, can move a bigger output force
over a shorter distance at the other end. The bottle
opener, scissors, hammer and pliers in Figures 4 to
7 are examples of this.
The first-class lever and distance advantage
You can also use a lever the other way around. You can use a big input force over a
small input distance. This gives a smaller output force over a bigger output distance.
You can see this in Figure 11.
Figure 11: A large input force over a small input distance
These kinds of levers are often used to help cranes lift things very high. If, for
example, the input arm moves 1 cm down and lifts the output arm 4 cm up, the
lever is giving you a distance advantage. But the input force has to be 4 times
bigger than the output force, so the mechanical advantage is less than 1:
MA = output force ÷ input force = 1
4
= 1 quarter.
When the MA < 1, there is no mechanical
advantage, but rather a distance advantage.
A big input force over a small distance at one end,
produces a smaller output force over a bigger
distance at the other end.
The pair of kitchen or braai tongs in Figure 12 is
an example of a tool that gives a distance advantage.
Figure12: A pair of kitchen or
braai tongs
LB page 157
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11.2 Linked levers
Figures 13 and 14 show two types of tools that are used for pruning trees, which
means to cut twigs and branches from trees.
Figure 13: Pruning shears Figure 14: Loppers
Questions LB p. 158
1. How do you know that both of these tools use levers?
The handles as well as the cutting blades of these tools rotate around pivot
points. In each of these tools, the fulcrum therefore acts as the fulcrum
that supports the lever.
2. How do you know that the levers used are first-class levers?
The fulcrums are between the handles (where the input force is applied) and
the cutting blades (where the output force is exerted).
3. Do both of these tools give a mechanical advantage? Explain your answer.
Yes, because the distance from the end of the handle to the fulcrum is
greater than the distance from the end of the cutting blade to the fulcrum.
4. Which of these tools will give you greater mechanical advantage? Explain your
answer.
The loppers, because the ratio between the distance from the end of the
handle to the fulcrum and the distance from the end of the cutting blade to
the fulcrum is greater than it is for the pruning shears.
All frst-class levers have the fulcrum between the
input and the output.
Figure 15: A see-saw is a first-class lever. Figure 16: A pair of scissors is a pair
of linked first-class levers.
First-class levers
The fulcrum is the fixed point on a lever. The lever doesn’t
go up or down at the fulcrum. All the other points on a lever
rotate around the fulcrum. You can also say the rest of the
lever ‘pivots’ around the fulcrum.
Remember from Term 1 Chapter 5 (p. 56) that a fulcrum is
only a fulcrum if it supports the action of a lever. To do that, a
fulcrum needs to be fixed in position. When a fulcrum is not
fixed, it merely allows linked/connected parts to move.
In a first-class lever, the fulcrum is always between the input
and the output.
The input force is the force that you apply to a lever to make it
move.
The output force is the force that the lever exerts on the load.
Systems of linked levers
A lever system that consists of more than one pair
of levers that are connected to one another, is called
a system of linked levers.
The bolt cutter in Figure 17 has two pairs of linked levers that are connected to
each other. Figure 2 at the start of the chapter shows the movement of the parts of
a bolt cutter.
LB page 158
LB page 159
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very large
cutting force,
very small
movement
pair of
second
fulcrums
first
fulcrum
bigger force,
smaller distance
very small
input force,
very large
input distance
Figure 17: This is a bolt cutter. It consists of two pairs of linked levers.
• The pair of dark grey levers on the right have the handles on them. They share a
single fulcrum.
• The pair of light grey levers on the left have the cutting blades on them. They
have a separate fulcrum for each lever.
• There are also two fulcrums in the middle of the two pairs of levers, to link
them together. They do not act as fulcrums, because they move together with
the levers, instead of the levers rotating around them.
Questions LB p. 160
1. Are both the pairs of levers used in the bolt cutter first-class levers? Explain
your answer.
Yes, in both pairs of levers, the fulcrum is between the input force and the
output force.
2. What can you say about the total mechanical advantage of the two pairs of
levers linked to each other?
Each pair of levers has a mechanical advantage greater than one. The
mechanical advantage of the two pairs of levers linked together is greater than
the mechanical advantage of any one of the pairs of levers on its own.
3. Look at the cutting levers (the end that cuts). What is different about the
fulcrums of these levers compared to a pair of scissors?
Each one of these levers has its own fulcrum. In a pair of scissors, both
levers use the same fulcrum.
4. Compare the arrangements of the fulcrums in the bolt cutter and the pair of
scissors. Why are the fulcrums arranged in a different way in a bolt cutter than
in a pair of scissors?
Bolt cutter: Each cutting lever rotates around its own fulcrum so that the
cutting levers never cross each other. When the input side of the cutting levers
is pulled open, the output (cutting) part is pressed closed.
Scissors: The two cutting levers share the same fulcrum, so that the levers
cross each other. When the input side of the levers (the handles) is pulled open,
the output (cutting) part is also pulled open.
Second-class levers give a mechanical advantage
Second-class levers have the fulcrum at one end and the input at the other end.
The output is between the input and the fulcrum.
A second-class lever always gives a mechanical advantage. The input is always
further away from the fulcrum than the output, so the input arm always moves
further than the output arm. This means that the output force will always be
bigger than the input force.
So the MA is always greater than 1:
MA = output force ÷ input force > 1.
Second-class levers always give MA > 1.
Figure 18: Second-class levers always give a mechanical advantage.
LB page 160
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Questions LB p. 161
1. Give one more example of your own for each of the following types of levers.
(a) first-class lever
crowbar; see-saw
(b) second-class lever
lifting a heavy rock with a long stick/pole (when you stick the bottom end
of the pole in the ground)
Third-class levers give a distance advantage
Third-class levers also have the fulcrum at one end, but the output is at the other
end. The input is between the fulcrum and the output.
The input is always closer to the fulcrum than the output, so the output arm
always moves further than the input arm.
This means that the output force will always be smaller than the input force.
So the mechanical advantage is always smaller than 1:
MA = output force ÷ input force < 1.
Third-class levers always give MA < 1.
Figure 19: Third-class levers always give a distance advantage.
11.3 Gear systems
You learnt about gears in Term 1 this year. Do you remember? Here are a few
reminders:
Mechanical advantage and speed advantage
A system of two or more gears can increase or decrease the rotational
speed of a wheel or axle. You can also call the rotational speed the
turning speed.
The teeth of two gears mesh together so that if one gear turns, the other gear
will turn in the opposite direction. Mesh means that the teeth of the gears fit
in-between one another.
• A small driver gear connected to a large driven gear will change a fast
rotational speed into a slower rotational speed. The output rotational
force will be bigger than the input rotational force. Therefore, this
system gives a mechanical advantage.
• A large driver gear connected to a small driven gear will change a slow
rotational speed into a faster rotational speed. This system gives a
distance or speed advantage.
Torque and revolutions per minute
A turning force is called a torque.
The speed of a turning wheel is measured in
revolutions per minute, or rpm.
LB page 162
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A small driver and a large driven gear LB p. 162
Look at the two connected gears in Figure 20. Gears that have teeth like these are
called spur gears. Now answer the questions that follow:
Figure 20
1. If the driver gear turns clockwise, which way will the driven gear turn?
It will turn in the opposite direction (anti-clockwise).
2. Count the numbers of teeth on the two gears in Figure 20. How many
revolutions will the driver gear need to turn to make the driven gear turn once?
Explain why this happens.
The driver gear will turn twice (two times) for each revolution of the driven
gear. This is because the 5 teeth on the driver gear will turn the driven gear
half way around, and it has to turn another revolution to turn the rest of the
teeth of the driven gear as well.
3. Will this system give a mechanical advantage? How do you know?
Yes, because the rotational speed of the output gear is slower than the rotational
speed of the input gear. If the rotational speed of the output gear is smaller, it
means that the turning force of the output axle is bigger than on the input axle.
Reminder: A mechanical advantage means that the
turning force at the output axle is greater than the
turning force at the input axle.
A large driver and a small driven gear LB p. 163
Look at the two gears in Figure 21. The driver gear is now large and the driven gear
is smaller.
Figure 21
1. Will the driven gear turn faster or slower than the driver gear? Explain your answer.
The driven gear will turn faster than the driver gear because it has fewer teeth
than the driver gear.
2. The driver gear has 10 teeth and the driven gear has 5 teeth. How many
revolutions will the driver gear need to turn to make the driven gear turn once?
Explain why this happens.
Half a revolution of the driver gear will make the driven gear turn one complete
revolution. This is because only half of the teeth of the driver gear will have
meshed with all 5 of the teeth of the driven gear.
3. Will this gear system give a mechanical advantage or a speed advantage? How
do you know?
This gear system will give a speed advantage. The driven gear will turn faster
than the driver gear because the driven gear has fewer teeth.
Reminder: A speed advantage means that the speed
of rotation of the driven axle (output axle) is faster than
the speed of rotation of the driver axle (input axle).
LB page 163
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Idler gears LB p. 164
Look at Figure 22. The
driver and the driven
gear are the same size.
In the middle there is
a small gear called an
idler gear.
What does an idler gear do?
An idler gear is a gear
that turns between a
driver and a driven gear.
It allows the driver and the
driven gears to turn in the same direction.
An idler gear does not change the mechanical
advantage of a gear system.
When two gears mesh, they turn in opposite
directions. This is called counter rotation.
When an idler is used between two gears, the
direction of rotation of the driver and driven gear is
the same. This is called synchronised rotation.
1. Will the idler gear turn faster or slower than the driver gear? Explain.
The idler gear will turn faster than the driver gear because it has fewer teeth
than the driver gear.
2. Will the idler gear turn faster or slower than the driven gear? Explain.
The idler gear will turn faster than the driven gear because it has fewer teeth
than the driven gear.
3. Will the driver gear and the driven gear turn at different speeds? Explain.
No, they will turn at the same speed. For each tooth of rotation on the driver
gear, the idler gear will rotate one tooth, and the driven gear will rotate one tooth.
4. Will the driver gear and the driven gear turn in different directions? Explain.
No, they will turn in the same direction. The idler gear turns in the opposite
direction of the driver gear, and the driven gear turns in the opposite direction
of the idler gear. So the driven gear turns in the opposite direction of the idler
gear, but in the same direction as the driver gear.
Figure 22
Bevel gears LB p. 165
Bevel gears are used when you want to change the direction of turning. Look at
Figure 23. It shows how two bevel gears mesh together.
• The top gear will turn on a horizontal axle.
• The bottom gear will turn a on a vertical axle.
• The bevel gear system changes the direction of rotation by 90°.
Figure 23: Bevel gears
Figure 24 on the next page shows a hand drill and an egg beater.
• The driver gear is a large bevel gear attached to a crank handle.
• The driven gears are the small bevel gears. The bottom bevel gear forces the drill
to turn and the egg beater to rotate its blades.
1. Do you think the hand drill gives you a speed advantage or a mechanical
advantage? Explain your answer.
It gives a speed advantage, because the small output gear will rotate much
faster than the big input gear.
2. Explain how the bevel gears on the drill work.
Both the big input gear and the two small output gears are bevel gears. This
gear system changes the direction of rotation from a rotation around a
horizontal axis (for the big input gear) to a rotation around a vertical axis (for
the small output gears).
Horizontal means parallel to
the ground. Vertical means
at 90º (at a right angle) to the
horizontal direction.
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Figure 24: A hand drill and an egg beater
Something you could do at home: Make a can crusher
The lever on a real crane lifts a weight or load. The lever helps to lift the load higher. Levers are also
used to squeeze or crush things. In this investigation, you will look at how a second-class lever can
help you crush metal.
Many metal-working machines use levers to increase the input force, and the greater output force is
used to cut metal sheets or to make holes in steel plates.
Empty cold drink and food cans are waste that take up a lot of space. But it does not have to take
up so much space, since most of the volume of a can is taken up by the air inside it. If you crush it, it
will take up very little space. Before cans are recycled to make new steel, they are crushed. It’s much
cheaper to transport the crushed cans to a recycling factory since they require less space and you can
transport more at a time.
Design a second-class lever to crush cold drink and food cans. Make a rough sketch showing the
dimensions. You can make this crusher from pieces of wood.
Next week
Next week, you will learn how to do mechanical advantage calculations for levers
and gears.
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Chapter 12
Mechanical advantage
calculations
In this chapter, you will learn how to calculate the amount of mechanical advantage lever
systems and gear systems give.
You will also learn how to calculate the speed with which a gear in a gear system will rotate, if
you know how many teeth each gear has and the speed with which the other gear is rotating.
12.1 Calculate the mechanical advantage of a lever.....................................................205
12.2 Calculate the distance advantage of a lever.........................................................209
12.3 Calculate the speed advantage of gears..............................................................210
Figure 1: A claw hammer can be used as a lever to remove nails from wood.
12.1 Calculate the mechanical advantage of a lever
In the previous chapter, learners saw for the first time a formula for calculating the exact
value, of the mechanical advantage of a lever. This formula calculates the ratio between the
output force and the input force. In this section, they learn another formula for calculating the
mechanical advantage, namely the ratio between:
• the length of the input arm (distance between input and fulcrum), and
• the length of the output arm (distance between output and fulcrum).
However, before this formula is shown to them, they first answer a set of questions that leads
them to discover that there is a constant ratio between the input distance and the output
distance. By reading the text after these questions, they make the connection that the ratio
between the lengths of the input and output arms, is the same as the ratio between the sizes of
the output and input forces.
Then learners use both these (equivalent) formulas to give accurate answers to questions about
mechanical advantage, forces and distances in levers.
Learners simply talk about “so many units of force” as a way of saying how big a force is. They
will later learn, in Natural Sciences, how scientists use the unit of Newtons to express the sizes
of forces.
12.2 Calculate the distance advantage of a lever
In this section, learners apply the same formulas to do calculations about mechanical
advantage, forces and distances for a lever that has a mechanical advantage smaller than 1.
This lever gives a distance advantage and not a mechanical advantage.
12.3 Calculate the speed advantage of gears
This section is mostly revision of what was done in Term 1 Chapter 5 section 5.3, but learners
now also gain additional knowledge and understanding about gears.
They learn that “revolutions per minute” (rpm) is a unit of measurement that can be used to say
how fast something rotates.
They learn that a gear system gives either a mechanical advantage (gear ratio > 1)
or a speed advantage (gear ratio < 1).
You should remind learners of levers to help them make a connection between the concept of
gear ratio and the concept of mechanical advantage:
A lever gives either a mechanical advantage (MA > 1) or a distance advantage (MA < 1).
CHAPTER 12: MECHANICAL ADVANTAGE CALCULATIONS 203
LB page 167
113.
CHAPTER 12: MECHANICALADVANTAGE CALCULATIONS 205
TECHNOLOGY GRADE 8 TERM 3
204
Learners calculate gear ratios, rotational speeds, and turning forces:
• by using the given formula for calculating gear ratio in terms of the numbers of teeth on the
input and output gears, as well as
• by using the given formula for calculating gear ratio in terms of the diameters of the input
and output gears (actually the ‘pitch’ diameters of the gears – learners will learn more about
this in the next chapter).
When learners read about “Speed advantage and mechanical advantage” on page 173,
something may feel wrong to some of them. If they feel that way, it is because the definitions
are clumsy, and the learners are actually clever in noticing that.
The thing about the definitions that may feel ‘wrong’ is this:
gear ratio = mechanical advantage
And: gear ratio = speed ratio (see Term 1 Chapter 5 page 61)
So: speed ratio = mechanical advantage
But: speed advantage means mechanical disadvantage
In fact:
speed advantage = 1 ÷ (mechanical advantage)
As with all language conventions (like spelling rules), we have to talk using the same definitions,
so that we can understand one another, even if we may argue that the definitions could have
been improved. So, although the given definitions are clumsy, we have no choice but to use
them.
12.1 Calculate the mechanical advantage of a lever
In the previous chapter, you learnt that you can
calculate a quantity to say exactly how big or small
the mechanical advantage is. This quantity is a ratio.
It is calculated by dividing the output force by the
input force.
You also learnt that if the output force is greater
than the input force, the mechanical advantage (MA)
is greater than 1: MA > 1.
Look at the lever in Figure 2. This lever is making
the output force bigger, so you can say that it is giving
us a mechanical advantage. There are two “arms” on
a lever: the input arm and the output arm. The lever
below shows the input arm in blue and the output
arm in red.
Calculations about a lever LB p. 168
Figure 2: This lever has two arms, an input arm in blue and an output arm in red.
On the lever above, the input arm is 40 cm long and the output arm is 10 cm long.
The input arm on this lever has been moved up by 4 cm. Study the picture and
then answer the questions.
A ratio of 1 to 4 is written as
1:4. This is simply another way
to write the fraction ¼.
You also use a ratio to write
the scale of a drawing.
The input arm is sometimes
called the “effort arm”.
The output arm is sometimes
called the “load arm”.
LB page 168
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1. When the input arm is moved up by 4 cm, how far does the output arm move
down?
1 cm
2. When the input arm is moved up by 2 cm, how far does the output arm move
down?
1 cm ÷ 2 = ½ cm
3. How far do you think the output arm will move if the input arm was moved up
by 12 cm?
1 cm × 3 = 3 cm
4. Now you can confirm what you have already worked out. Use the values in
Figure 2 to calculate the ratio of the length of the output arm to the length of
the input arm.
output arm length : input arm length
= 10 ÷ 40
= 1:4
5. Use the values in Figure 2 to calculate the ratio of the output distance to the
input distance.
1 cm ÷ 4 cm = ¼
6. Calculate the ratio of the output distance to the input distance when the input
distance is 2 cm. Use your answer from Question 2 above to help you.
½ cm ÷ 2 cm = ¼
7. Calculate the ratio of the output distance to the input distance when the input
distance is 12 cm. Use your answer from Question 3 above to help you.
3 cm ÷ 12 cm = ¼
8. What can you say about the value of all of these ratios?
The values of the ratios are always the same.
The ratio of input arm and output arm in levers
If the input arm is 400 cm long and the output arm is 100 cm long, then the output
distance will always be:
output distance =
100
400
× input distance.
If you lifted this lever by 20 cm, then:
Output distance =
100
400
× input distance =
100
400
× 20 cm = 1
4
× 20 cm = 5 cm.
This lever gives you a mechanical advantage because the input distance is larger
than the output distance. We know that a lever with a larger input distance and a
smaller output distance will give a mechanical advantage, so we can say that:
Input distance ÷ output distance
= length of input arm ÷ length of output arm
= mechanical advantage (MA)
But we also know that:
Output force ÷ input force
= mechanical advantage (MA).
The ratio input arm distance : output arm distance is the same as
the ratio output force : input force, and this is the mechanical advantage.
A lever with an input arm 400 cm long and the output arm 100 cm long will give
a mechanical advantage of:
MA =
input arm distance
output arm distance
= 400 ÷ 100 = 4.
This means that the output force will always be four times larger than the input
force; and the input force will always be four times less than the output force.
Consider the force needed to keep a weight of 20 kg from falling due to gravity. If
this weight is on the output side of the lever discussed above, then what weight is
needed on the input side of the lever to balance it?
Weight on input side = 1
4
× 20 kg = 5 kg.
Mechanical advantage
• MA =
output force
input force
• = input arm distance
output arm distance
• output force = MA × input force
• input force = output force
MA
LB page 170
LB page 169
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Calculations about a lever LB p. 170
Look at the lever in Figure 3. The lever is pushed down to crush a can.
Figure 3: A lever crushing a can
1. How do you know that this lever will crush a can more easily than by hand?
The distance between the effort (input force) and the fulcrum is bigger than
the distance between the load (output force) and the fulcrum, so the
mechanical advantage is bigger than 1.
2. With the can in the position shown, calculate the mechanical advantage that
this lever will give.
MA = 60 cm ÷ 20 cm = 3
3. If you need an output force of 20 “units of force”
to crush the can, how much input force do
you need?
20 units ÷ 3 = 6 and
2
3 units
= 6,67 units
4. The designer decides to make it even easier to crush the can. She moves the
can closer to the fulcrum. This reduces the output arm to 15 cm. Recalculate
the mechanical advantage of the lever.
MA = 60 cm ÷ 15 cm = 4
5. Recalculate the new input force needed to crush the can with an output force
of 20 units.
20 units ÷ 4 = 5 units
Length can be measured in
units of metres, and mass
can be measured in units of
kilograms.
You will later learn in physics
about how force is measured
in units of “Newtons”. But for
the moment, you can call it
“units of force”, or “units”.
12.2 Calculate the distance advantage of a lever
Look at the lifting system in Figure 4. It uses a
hydraulic cylinder for the input force. It is a
system that could be used for lifting an engine
out of a motorcar.
The lifting lever at the top is a third-class
lever, because the input is between the fulcrum
and the output.
A third-class lever always gives a distance
advantage. It never gives a mechanical
advantage.
Calculations about the lifting system
1. How long is the input arm on this lever? 40 cm
2. How long is the output arm? 120 cm
3. Calculate the mechanical advantage that this lever gives.
MA = 40 cm ÷ 120 cm =
1
3 or one third
4. Explain what this MA value tells you about the output and input forces.
The mechanical advantage is smaller than 1. This means that the output force is
smaller than the input force.
5. A person wants to use this system to lift an engine out of a car. He needs the
engine to be lifted by 90 cm. How far will the hydraulic cylinder at the input
need to move for the engine to be lifted 90 cm at the output?
90 cm ×
1
3 = 30 cm
6. If the system is designed to lift objects by 180 cm, how far does the hydraulic
cylinder need to move at the input?
180 cm ×
1
3 = 60 cm
LB page 171
Figure 4: A lifting system
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12.3 Calculate the speed advantage of gears
The gear ratio
The gear ratio tells you in what way the speed of the
driven gear depends on the speed of the driver gear.
Look at the two meshed gears in Figure 5. The driver
or input gear has 5 teeth. The driven or output gear
has 10 teeth.
Figure 5
• If the driver moves one revolution, it pushes 5 of the teeth on the driven gear.
• If the driver gear moves by 2 revolutions, then 10 of the driven gear’s teeth are
moved. So the driven gear moves 1 revolution. Two driver revolutions give 1
driven gear revolution. So the rotational speed of the driver gear is two times
the rotational speed of the driven gear. The speed ratio, which is the same as the
gear ratio, is 2 : 1 or 2.
• If the the driven gear rotates 5 times, the driver gear rotates 10 times.
gear ratio =
rotational speed of input axle
rotational speed of output axle
=
number of teeth on output gear
number of teeth on input gear
=
10
5
= 2
Calculations using the gear ratio
The speed of a turning wheel is measured in
revolutions per minute, or rpm. So if the driver gear is
turning around twice every minute, it has a speed of
2 rpm. A speed of 2 rpm of the driver gear will give a
speed of 1 rpm of the driven gear.
The gear ratio can be used to work this out:
Driven gear speed = (driver gear speed) ÷ (gear ratio)
= 2 ÷ 2
= 1 rpm.
Speed advantage and mechanical advantage
If a gear system gives a speed advantage because
of its gear ratio, then it will give you a mechanical
disadvantage. This means that if a driven gear
revolves faster than its driver gear, it gives less
turning output force to the machine.
If a driven gear revolves slower than its driver gear,
it gives more turning output force to the machine.
Calculations about the gear system LB p. 173
1. The gear system in Figure 5 has 5 teeth on the driver gear and 10 teeth on the
driven gear. Calculate the rpm of the driven gear if the driver gear rotates at
1 500 rpm.
1 500 rpm ×
5
10 = 750 rpm
2. If a driver gear has 15 teeth and a driven gear has 60 teeth, calculate the gear
ratio.
gear ratio = 60 ÷ 15 = 4 : 1
rpm stands for “revolutions
per minute”.
Speed advantage
When a driver (input) gear
makes the driven (output)
gear rotate faster, then the
gear system gives a speed
advantage.
LB page 172
LB page 173
The driver gear is the input
gear.
The driven gear is the output
gear.
The gear ratio is sometimes
also called the “speed ratio” or
the “velocity ratio”
These formulae for gear ratio
were given and explained in
Chapter 5, on page 61 of the
Learner Book.
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3. Consider a gear system where the driver gear has 25 teeth and the driven gear
has 15 teeth.
(a) If the driver gear rotates at 100 rpm, calculate the speed of the driven gear.
100 rpm ×
25
15 = 167 rpm
(b) What can you say about the output turning force at the driven axle
compared to the input turning force at the driver axle? How does that
change in this system?
The output turning force will be three fifths of the input turning
force.
Using the gear diameters to calculate the gear ratio
The easiest way of calculating the speed of a gear system is from the number of
teeth on the gear wheels.
However, there is another way of calculating the speed of a gear system:
• If a gear wheel is small, it will have a small number of teeth and its diameter
will be small.
• If a gear wheel is large, it will have more teeth and its diameter will be larger.
In Figure 5, the diameter of the large driven gear is
9,4 cm and the diameter of the small driver gear is
4,7 cm.
The gear ratio is:
gear ratio =
diameter of driven gear
diameter of driver gear
=
9,4
4,7
= 2.
This is equal to the ratio calculated from the number of gear teeth:
gear ratio =
number of teeth on output gear
number of teeth on input gear
=
10
5
= 2.
Note: The diameters are
measured for the dashed
circles in Figure 5, since those
circles show where the gear
teeth make contact.
More calculations for you to do LB p. 174
Figure 6: A car’s starter motor has a small driver gear called a pinion, which is used to turn a bigger gear
on the engine.
1. A starter motor of a car has a driver gear with a diameter of 4 cm. It drives a
large gear connected to the crankshaft of the engine with a diameter of 60 cm.
Calculate the gear ratio of the starter-motor system of this car.
gear ratio = 60 cm ÷ 4 cm = 15 : 1
2. If the starter motor turns at 3 600 rpm, calculate the speed that the engine
turns when the car starts.
3 600 rpm ÷ 15 = 240 rpm
3. Do you think the turning output force that makes the engine turn is greater
than, or less than, the turning input force of the electric starter motor?
The output turning force is 15 times as big as the input turning force.
Next week
Next week, you will learn how to draw gear systems. You will also write design
briefs for gear systems with an exact speed advantage and an exact mechanical
advantage.
LB page 174
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In this chapter, you will learn how to draw gear systems. First you will do some orthographic or
two-dimensional (2D) drawings that show the exact sizes and numbers of teeth on the gears.
For these types of drawings, you do not have to draw the teeth, so it is much easier.
Then you will write a design brief for some gear systems of your own and produce
specifications for the systems. You will learn to use drawing instruments and an isometric grid
to draw your gear systems in three dimensions (3D).
13.1 Draw gears in two dimensions (2D)..................................................................... 217
13.2 Write a design brief with specifications for gears ................................................. 226
13.3 Draw gears in three dimensions (3D)................................................................... 229
Figure 1: The back of a tow truck showing the winch that is used to lift and pull cars that have broken
down. This winch is driven by en electric motor. It uses a gear system that gives a mechanical
advantage.
Figure 2: Spur gears with different radiuses. You will learn how to draw technical diagrams of gears
when you are given the radius and the number of teeth of each gear. You don’t need to draw the teeth!
Chapter 13
Drawing gear systems
LB page 175
LB page 176
CHAPTER 13: DRAWING GEAR SYSTEMS 215
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CHAPTER 13: DRAWINGGEAR SYSTEMS 217
TECHNOLOGY GRADE 8 TERM 3
216
13.1 Draw gears in two dimensions (2D)
In this section, learners are introduced to the names and meanings of the different
specifications (or dimensions) for gear systems. They then practise making drawings of gears
when the necessary dimensions are given. They do not draw the actual gear teeth.
In the previous chapter, learners were given a formula for calculating the gear ratio in terms of
the pitch circle diameters of the input and output gears. In this section, they learn why the
pitch circle diameter is different from the outside and inside diameters of a gear. Furthermore,
when they draw gear systems, they experience that the pitch circle diameters show you where
the meshing gear teeth touch one another.
To draw gear systems, learners follow instructions on the many steps needed to make these
drawings. This is a good opportunity for them to read carefully in order to follow instructions. In
many technological applications (like reading the instruction manual of a washing machine or for
using computer software) one needs to read and follow instructions precisely.
While learners are drawing gear systems, they also get practice in drawing circles. They practise
to think about where the centre of a circle should be, and what the radius should be (half of the
diameter). You should demonstrate to learners how to use a compass if learners are not yet familiar
with this. Some learners may not know to keep the sharp point of the compass still, and to only
rotate the pencil point. If they use a compass like that, the sharp point will often slip on the paper.
They also answer questions about the gear systems that they draw. These questions are
revision of what they learnt in the previous chapter. They have to think about the directions in
which gears turn, which gear in a gear systems turns faster or slower, and they need to do
some calculations about gear systems.
13.2 Write a design brief with specifications for
gears
Learners look at two real-life applications of gear systems in machines. They have to determine
the sizes of gears in the gear systems in order for those machines to work properly. They use
their knowledge of mechanical advantage, gear ratio, and speed advantage to determine this.
They learnt about that in the previous chapter. Then they draw the gear systems for those two
real-life applications.
13.3 Draw gears in three dimensions (3D)
Learners follow given steps to draw gears in three dimensions on isometric grid paper. The
same method can be used to draw wheels, pulleys and cylinders in three dimensions. In Chapter
16 (the mini-PAT), they will use this method when they draw the “sheave wheel” (or pulley) on top
of a mine shaft head gear, in three dimensions.
13.1 Draw gears in two dimensions (2D)
When you draw a gear wheel, you show a number of different circle sizes, but you
do not have to show the gear teeth. The specifications for the gear wheels and
teeth are shown using notes and tables.
Figure 3: How to draw a gear wheel with 15 teeth
Figure 3 shows all the important information for a gear wheel:
• The pitch is the space for each tooth.
• The outside diameter shows the size of the circle that surrounds the teeth.
• The inside diameter shows where the teeth are joined to the inner wheel.
• The depth of the teeth is the difference between the outside radius and the
inside radius. So it is half of the difference between the outside diameter and
the inside diameter.
• When the teeth of two gears mesh, they touch one another somewhere in
the middle between the outer and inner diameters. The pitch diameter is the
diameter of the circle showing where the meshing gear teeth touch one another.
Look again at Figure 5 in Chapter 12.
The pitch circle diameter on this gear is 35,8 mm. The distance around the pitch
circle of this gear is the pitch circle circumference, which is:
Circumference = π × D = 3,142 8 × 35,8 mm = 112,5 cm.
So the pitch, or the space for each tooth = 112,5 ÷ 15 = 7,5 mm.
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Look at Figure 4. This figure shows how to draw a gear wheel.
Figure 4: How to draw a gear wheel
Now draw this gear wheel on grid paper by following these steps:
• Step 1: Draw two crossing
centrelines to mark the centre of
the gear wheel.
• Step 2: Draw the pitch circle
using a compass. In this case,
you will need to set the compass
radius to ½ of 3,58 cm (35,8 mm),
which is just less than 18 mm.
• Step 3: Draw the outside diameter
using a compass. You will need
to set the compass radius to ½
of 4,25 cm (42,5 mm), which is a
little more than 21 mm.
• Step 4: Draw the inside diameter.
You will need to set the compass
radius to ½ of 2,75 cm (27,5 mm),
which is just under 14 mm.
Figure 5
Final drawing should look like Figure 4
Drawing meshing gears
Look at the drawing of the meshing gears in Figure 6. A small driver gear is shown
on the left. It is driving a larger driven gear on the right.
Figure 6: Meshing gears
Two spur gears will only mesh properly if:
• the size and shape of their teeth are the same, in
other words the pitch and the depth of gear teeth
on both gears are the same, and
• the pitch circle circumferences of the two gears
are touching each other.
The line connecting the centres of the two gears is called the centre line. Centre
lines are drawn as chain lines, with long and short dashes.
The distance between the gear centres is shown on
this drawing as the centre distance. The exact centre
distance for two meshing gears is the pitch circle
radius of the driver gear plus the pitch circle radius of
the driven gear.
If, for example, this driven gear had 15 teeth and a pitch circle diameter of
35 mm, and the driven gear had 30 teeth and a pitch circle diameter of 70 mm,
then the centre distance would be:
Centre distance = ½ × 35 mm + ½ × 70 mm = 17,5 mm + 35 mm = 52,5 mm.
Remember: The radius is ½
of the diameter.
LB page 178 LB page 179
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How to draw meshing gear systems
Look at the meshing gears in Figure 6 on the previous page. Figure 7 below shows
how to draw a diagram of this gear system, which has a 15-tooth driver gear and a
30-tooth driven gear.
Figure 7
• Step 1: Start by drawing a horizontal centre line for both gears.
• Step 2: Draw a vertical centre line for the driver gear on the left. This marks the
centre of the driver gear wheel.
• Step 3: Calculate the pitch centre distance. In this case, it would be: ½ of 36 mm
+ ½ of 72 mm = 54 mm.
• Step 4: Measure the centre of the driven gear from the centre of the driver gear.
• Step 5: Use a compass to draw the two pitch circles so that they just touch each
other. In this case, the pitch circle of the driver gear will be 36 mm, so you will
need to set the compass to a radius of 18 mm. The radius setting for the larger
driven gear will be 36 mm, twice as big.
• Step 6: Use your compass to draw in the inside diameter (ID) and outside
diameter (OD) circles.
• Step 7: Now add the information that tells people about the teeth. This is
written underneath each gear wheel or on a table next to the drawing.
Draw gear systems with the driven gear rotating in the opposite
direction of the driver gear LB p. 181
1. Use the steps on the previous page to draw a gear system with 15 teeth on a
driver gear with a 36 mm pitch diameter and 30 teeth on a driven gear with a
72 mm pitch diameter. Use grid paper. The driver gear drawing has been started
for you.
Figure 8: Copy and complete this drawing.
2. When you have finished your drawing, use arrows to show the direction of
rotation of the driven gear if the driver is turning clockwise.
3. Will the driven gear be rotating faster or slower than the driver gear?
slower, at half the speed
LB page 180
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Draw gear systems with the driven gear rotating in the same
direction as the driver gear LB p. 182
Do you remember what an idler gear does? It meshes between the driver and
the driven gear. The idler does not change the gear ratio. All it does is change the
direction of the driven gear. A gear system with an idler gear has the driven and
the driver gears turning in the same direction.
Figure 9
To draw a gear system with an idler, you will need to draw three gears instead of
two. But the principle stays the same.
1. Draw the gear system in Figure 9 on grid paper.
2. Draw arrows to show which way each gear will turn.
3. Do the driver and driven gears rotate in the same or in opposite directions?
They rotate in the same direction.
4. If the driver gear rotates at 1 500 rpm, how fast will the driven gear rotate?
1 500 rpm ×
15
30 = 750 rpm
The final drawing should look like igure
Figure 10
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Homework: Draw gear systems with the driven gear rotating
faster than the driver gear LB p. 183
Part A: Rotating in opposite directions
1. Draw the gear system shown in Figure 11. The driver gear has
45 teeth and a pitch circle diameter of 107 mm. The driven gear has 15 teeth
and a pitch circle diameter of 36 mm. Draw your gear system on grid paper.
Figure 11
earners’ drawings should look like igure .
2. What can you say about the speed of the driven gear compared to the driver
gear?
The driven gear turns three times as fast as the driver gear.
3. Does this system change the direction of rotation?
Yes.
Part B: Rotating in the same direction
1. Add an idler to this gear system as shown in Figure 12. Now draw this new
system on grid paper.
2. Draw arrows on the drawing to show the direction of rotation of each gear.
Figure 12
earners’ drawings should look like igure .
3. What does the idler do?
It ensures that the driver and driven gears turn in the same direction.
LB page 184
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13.2 Write a design brief with specifications for gears
Gear systems have two important uses:
• A gear system can give a mechanical advantage. In this case, a small driver gear
is used to turn a larger driven gear. The output of the system turns more slowly,
but with greater turning force.
• Gears can also give a speed advantage. In this case, a large driver gear will turn
a smaller driven gear. The driven gear turns faster than the driver gear, but with
less turning force.
In this lesson, you will design gear systems that use both these advantages.
A design brief for a gear that gives a mechanical advantage
Look at Figures 1 and 15. It shows a winch for a tow truck. Winches are used to pull
broken-down cars onto the back of a tow truck.
Figure 13: A winch is used to pull broken-down cars onto the back of a tow truck.
A problem with this winch
The company using this winch has found that is not
powerful enough to pull large vehicles.
The company asked you to improve the winch. They
want the winch to pull large vehicles that are three
times as heavy as ordinary cars.
Write a design brief LB p. 185
1. Write a few short, clear sentences that summarise the problem that needs
to be solved, as well as the purpose of the proposed solution. Begin your first
sentence with the words:
I am going to design ...
I am going to design a gear system for the winch of a tow truck to allow it to
pull a vehicle that is up to three times as heavy as an ordinary car.
The word tow means to pull a
car behind a moving truck for
a certain distance. Tow trucks
can tow cars, but they can
also pull cars onto the back of
the truck to carry them to the
repair shop.
2. Write a list of specifications for the new winch solution.
Remember: Specifications are lists of things that your solution must do, and
some things that it must not do.
The winch must be able to pull vehicles that are up to three times as heavy as
an ordinary car. The gear system should not change the direction of rotation.
The cable of the winch must be strong enough not to break when it pulls the
weight of three cars.
A design for the improved winch
3. Describe how you are going to improve this winch.
I am going to add a gear system to the winch that gives a mechanical advantage,
but that does not change the direction of rotation.
4. How will you know that the winch can pull vehicles that are up to three times
heavier than an ordinary car?
The driven gear will be three times the size of the driver gear.
5. Copy and complete the drawing in Figure 14 to show how you will improve the
winch. Draw the driver gear on top of the motor. Then show where you will
place the winder, and draw the winder gear. Use a pitch of 7,5 mm and a depth
of 7,5 mm for the gear teeth. Label your drawing with the pitch and number of
teeth on each of the gear wheels.
Figure 14: Copy and complete this drawing to show how you will improve the winch.
LB page 186
LB page 185
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Write a design brief for a gear that gives a speed advantage
LB p. 187
Look at the system shown below. It shows the inside of a wind turbine. The
wind turns the propeller and the propeller turns an electric generator to make
electricity.
The problem with wind turbines
The blades of wind turbines turn slowly, at about 9 to 19 rpm. But the electric
generator that is driven by a wind turbine needs to turn faster. A turbine
manufacturer needs a gear system that will make the generator turn at least four
times faster than the wind turbine. Can you help?
Figure 15: Inside a wind turbine
1. Write a design brief. You need to write a few short, clear sentences that
summarise the problem that needs to be solved, and the purpose of the
proposed solution. Begin your first sentence with the words:
I am going to design ...
I am going to design a gear system for a wind turbine. This gear system will
convert the slow rotational speed of the rotors into a rotational speed of the
generator that is four times faster.
2. Specifications for your solution. Write a list of specifications for the gear
system solution.
The driven gear must turn at 4 times the speed of the driver gear.
A design for the improved wind turbine
1. Draw your design on grid paper. Your design should show how you will make
the driven generator of the wind turbine move four times faster than the driver.
Use a pitch of 0,75 cm and a depth of 0,75 cm for the gear teeth.
2. Label your drawing with the pitch and number of teeth on each of the gear
wheels.
A gear with 10 teeth has a pitch diameter (PD) of 2,4 cm.
A gear with 15 teeth has a PD of 3,6 cm.
A gear with 40 teeth has a PD of 9,5 cm.
A gear with 60 teeth has a PD of 14,3 cm.
Possible answers:
a) Driver gear with 40 teeth and driven gear with 10 teeth.
a) Driver gear with 60 teeth and driven gear with 15 teeth.
Note to the teacher:
The pitch circle diameter is more or less halfway between the inside and the
outside diameters of the gear. However, to know exactly how far from the pitch
diameter the outside and inside diameters are respectively, one needs to do
detailed design of the gear teeth. This is not done in technology at school, so
learners cannot exactly determine the values for the inside and outside diameters.
What is important for this question, is that learners choose the outside and inside
diameters so that the difference between the outside and inside diameters is
e actly two times the depth of the teeth. ee the definition of depth of the gear
teeth” on page 177.
13.3 Draw gears in three dimensions (3D)
Drawing gears in 3D is mostly about drawing circles in 3D. In this activity, you will
draw 3D gears on isometric grid paper.
If you follow the instructions step by step, your drawing will be correct.
How to draw an isometric circle LB p. 188
Look at the pictures in Figure 16. They show you how to draw a circle on isometric
grid paper. This circle has a diameter of 2 cm, so it is nearly the size of a small gear
wheel. Below is an outline of how it can be done.
• Step 1: Make a dot where you want the centre of the circle to be.
• Step 2: Draw a horizontal chain line through the centre, going from left to right
up the sloping lines of the grid.
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• Step 3: Draw a vertical chain line going through the centre.
• Step 4: Draw a guide box that will surround your circle. This box is shown in red
in Figure 16A.
• Step 5: Mark four dots at the centre points of the sides of the square. These
dots are shown in red in Figure 16B. These dots mark the outside points of your
circle.
• Step 6: Now sketch a curve joining these four dots. This shape is not a true
circle. Its actual shape is an ellipse slanting at 30°.
A B
Figure 16 A and B: How to draw an isometric circle
Step 7: Now see if you can draw one for yourself. Copy the diagram in Figure 17
onto isometric grid paper.
Figure 17
Draw the gear system that you designed for the winch LB p. 189
Look at the picture in Figure 18. Two gears have been drawn in 3D using isometric
grid paper. The teeth of the gear are not shown.
1. Use grid paper to help you draw the system you designed for the winch of the tow
truck. Draw the gears to the same size as you specified for the winch.
2. Add a table of information to your drawing that gives all the information
necessary for someone to make these gears.
Figure 18: Two gears drawn in 3D using isometric paper
Similar to Figure 18, but with the driver gear with PD = 36 mm, and the driven
gear with PD = 107 mm.
Next week
Next week, you will investigate a type of gear called bevel gears. You will look at
the gears on a bicycle and learn about chain and belt drives. Then you will learn
how to analyse gear systems using the systems approach.
LB page 189
LB page 190
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CHAPTER 14: BEVELGEARS, BICYCLES AND SYSTEMS DIAGRAMS
TECHNOLOGY GRADE 8 TERM 3
232 233
In this chapter, you will learn how to draw bevel gears. We usually draw bevel gears from the
side to show how the driver gear changes the direction of the driven gear. Then you will look at
the gears on a bicycle. You will analyse which gears give a speed advantage, and which gears
give a mechanical advantage.
Then you will use the systems approach to draw gear systems and show how an input speed is
changed by a gear system into a different output speed.
14.1 Sketching bevel gears ..................................................................................... 235
14.2 Chain drives.................................................................................................... 237
14.3 Gear systems diagrams................................................................................... 240
Figure 1: A photograph of the chain drive of a bicycle
14.1 Sketching bevel gears
In this section, learners sketch a system of two identical bevel gears by making a free-hand
copy of a given accurate drawing. They then do the same for a bevel gear system where the
two gears have different sizes, so that there is a mechanical advantage.
Then they make a sketch of two gear systems that are combined. The one is a bevel gear
system, and the other is a spur (or straight) gear system. They determine the mechanical
advantage of each of the gear systems on their own – those are the easy questions.
Then they have to determine the overall mechanical advantage of the two systems together –
that is the difficult question (question 4). At this time, some of the learners may not be able to
answer that, as they have so far never learnt how to do that. That is not a problem at this point,
and you should not try to correct or teach learners about this now. After learners have been
introduced to the ‘thinking tool’ of systems diagram in section 14.3, they can then use that tool
to help them answer this last difficult question.
14.2 Chain drives
For this section, it is very important that you or one or more learners bring one or two bicycles
to class. Ideally, it should be one racing bicycle with many gear choices, and one mountain
bicycle with many gear choices.
Learners first learn the names for the different parts of a bicycle chain drive (or chain gear
system).
Then they choose the gear combination of the bicycle that will make it the easiest to pedal (that
means to pedal with the smallest force). They practically determine how many times the wheel
rotates when the crank is rotated once. This is a practical measurement of the speed advantage
when the bicycle uses that gear combination.
For a racing bicycle, the speed advantage will be bigger than 1. For most mountain bicycles,
the speed advantage will be smaller than 1. So, on the mountain bicycle, you get a mechanical
advantage, which means the output turning force is bigger than the input turning force
(a mechanical advantage bigger than 1). Whereas on the racing bicycle, you get a speed
advantage, which means the output turning force is smaller than the input turning force (a
mechanical advantage smaller than 1).
Once learners have finished answering the questions individually, you may ask them to work
in groups to discuss why they think the mountain bicycle was designed to give a mechanical
(or force) advantage, and the racing bicycle not. You may finish with a whole class discussion.
Hopefully, some learners will say that mountain bicycles need a mechanical advantage because
they are used to cycle up steep slopes. So, a mountain bicycle needs a mechanical advantage
to make the input force lighter to pedal up a steep slope.
Chapter 14
Bevel gears, bicycles and
systems diagrams
CHAPTER 14: BEVEL GEARS, BICYCLES AND SYSTEMS DIAGRAMS 233
LB page 191
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CHAPTER 14: BEVEL GEARS, BICYCLES AND
SYSTEMS DIAGRAMS
235
14.1 Sketching bevel gears
Do you remember learning about bevel gears in Chapter 11? You learnt how bevel
gears were used on a hand drill. Bevel gears are used when we want to change the
direction of turning.
Look at Figure 2. It shows how you would draw two bevel gears of equal size.
When you turn the driver gear at the bottom, the driven gear rotates at the same
speed. But the direction of rotation is turned through 90°.
driven bevel
gear
driver bevel gear gears mesh here
Figure 2: How to draw two bevel gears of equal size
Sketch the bevel gear system LB p. 192
1. Make a sketch of the system shown in Figure 2.
The sketch should resemble Figure 2 and include the labels. It should be a
hand-drawn sketch (drawn without using a ruler), so it does not need to be neat
and accurate.
In the group and class discussions, learners may become confused between the everyday
language of talking about ‘high’ and ‘low’ gears, and the scientific language of talking about a
big or a small value of the gear ratio. The gear ratio is the same as the mechanical advantage.
It is very important that you prepare to help learners overcome such confusion. You should read
the following again:
• The teacher notes on “Talking about gears in everyday language, and calculating gear ratios”
in Term 1 Chapter 5.
• The teachers notes on Term 3 Chapter 12 section 12.3.
14.3 Gear systems diagrams
In this section, learners see how a ‘systems diagram’ is a ‘thinking tool’ that makes it easier to
think about complicated machines. A systems diagram helps you to focus on the effect of a
mechanism, without showing the mechanical details of how that effect is achieved.
It shows only the input, the output, and how the input properties are changed into the output
properties. A systems diagram is a type of ‘schematic representation’. It does not show how
things look, but rather shows what the effects of processes are, or how outputs depend on
inputs.
This section gives only a very simple introduction to systems diagrams. Learners will use
systems diagrams again in Grade 9, and then apply systems diagrams to processes other than
gear systems.
After learners have completed the few questions in this section, you can help them gain a
deeper understanding of the usefulness of systems diagrams. You can do this by showing
learners how a systems diagram can be used to solve question 4, in section 14.1, on page
193. The question is to determine the overall mechanical advantage of the two combined gear
systems. The systems diagram below explains this.
By looking at this systems diagram, it is easy to see that the input turning force is first multiplied
by 4. The result (or output) is then multiplied again by 2, to give the final output turning force.
So, the turning force is multiplied by 4 × 2 = 8.
So, the overall mechanical advantage is 8.
Gear system A
gear ratio = 4 : 1
so force is × 4
input
to
system A
Gear system B
gear ratio = 2 : 1
so force is × 2
output from system A
= input to system B
output
from
system B
LB page 192
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Changing the speed of a bevel gear LB p. 193
The driver gear and the driven gear of a
bevel gear system do not have to be the
same size.
If the driver gear has a pitch diameter
of 50 mm and the driven gear has a pitch
diameter of 100 mm, the driven gear will
turn slower than the driver gear. This system
will give you a mechanical advantage.
1. Study Figure 3 and then make a sketch of
the system shown.
The sketch should resemble Figure 3 and
include the labels and dimensions. It should
be a hand-drawn sketch (drawn without using
a ruler), so it does not need to be neat and
accurate.
Sketch a bevel gearbox system LB p. 193
Figure 4 shows a speed-reducing gearbox that gives a mechanical advantage. This
gear system has a straight gear system and a bevel gear system.
1. Make a 2D sketch of this system. Draw the straight gears as rectangles and the
bevel gears like those shown in Figure 3.
2. What is the mechanical advantage between the driver gear A and gear B?
4
3. What is the mechanical advantage between gear C and the driven gear D?
2
4. Calculate the total mechanical advantage between the driver gear and the final
driven gear.
2 × 4 = 8
14.2 Chain drives
In this activity, you will investigate the gears on a bicycle. You will learn about
chain drives and how they are like gear systems that have an idler gear.
Look at Figure 5. It
shows the gear system
on a modern bicycle.
When you ride a
bicycle, the pedals
push the cranks
around and around.
The chain wheel turns
together with the
cranks.
Attached to the
chain wheel is the
chain. When a cyclist
pedals, the chain is
pulled around in a
clockwise direction.
The chain meshes with the gears on the cogs, which are attached to the back
wheel. The gears make the back wheel turn and the bike moves forward.
Figure 4: A straight and a bevel gear system
driven
gear
gear ratio
2 : 1
driver
gear
gear ratio
4 : 1
B
A
C
D
front gear
shifter
pedal
crank
chain wheel or
front sprocket
chain
back gear
shifter
cogs
Figure 5: The gear system on a modern bicycle
driven bevel
gear
driver bevel
gear
50
100
Figure 3
LB page 194
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Questions LB p. 194
1. What do you call the large gear wheels at the front that are turned by the
pedals?
chain wheels or front sprockets
2. What do you call the group of gears that turns the back wheel?
cogs
3. What connects the front gears to the back gears?
a chain
4. What do you call the mechanism that changes the gears?
a gear shifter or a derailleur
Investigating the chain drive of a bicycle LB p. 194
Bring a bicycle with gears into your classroom. Turn it upside down so that you
can investigate how the gears work. Stick a piece of tape somewhere on the wheel.
This will help you to count how far the wheel rotates for each pedal rotation.
Use the front gear shifter to put the chain onto the smallest gear of the chain
wheel. Use the back gear shifter to put the chain on the biggest cog at the back.
1. Count the number of teeth on the smallest gear of the chain wheel and write it
down.
For a mountain bicycle, this is between 22 and 28.
For a racing bicycle, this is between 34 and 44.
2. Use the back-gear shifter to put the chain onto the largest cog on the back
wheel. Now count the number of teeth on this gear and write it down.
For a mountain bicycle, this is between 28 and 40.
For a racing bicycle, this is between 22 and 32.
3. If you rotate the crank by exactly one revolution, how many revolutions does
the wheel make?
For a mountain bicycle, the answer will be between 0,5 and 1.
For a racing bicycle, the answer will be between 1 and 2.
LB page 195
4. Will this gear position give you a speed advantage? Explain why you say so.
If the answer above is smaller than 1 (for a mountain bicycle), there will be no
speed advantage since the wheel turns slower than the crank.
If the answer above is bigger than 1 (for a racing bicycle), there will be a speed
advantage since the wheel turns faster than the crank.
Advantages of using a chain drive rather than spur gears
• Chain drives can easily and cheaply connect gears that are far away from each
other.
• A chain can be adjusted easily if the distance between the axles of the two gears
changes.
• With spur gears, the axles need to be aligned precisely, so that the gears mesh
well but without too much resistance. With a chain drive, the axles do not have
to be aligned precisely because the chain can bend sideways a little.
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14.3 Gear systems diagrams
Sometimes a diagram of a mechanical system can be very complicated. Systems
diagrams are simpler diagrams. A systems diagram does not explain how the
system works. Rather, a systems diagram describes the input, process and output
of a system. Have a look at Figure 6 below. It is a systems diagram for a bicycle.
Input Process Output
Bicycle
pedalling force
pedalling speed
speed
force
Figure 6: A systems diagram for a bicycle
Input, process, output
Have another look at Figure 6 and read the information below. It tells you how this
systems diagram for a bicycle works.
On the left, there is the input to the bicycle. The
input is what you put into a bicycle when you ride
it. It is the pedalling force and the pedalling speed.
In the process box in the middle is the bicycle.
The chain drive of the bicycle changes the input
pedalling force and pedalling speed into an output.
On the right is the output. This is what you get out
of a bicycle, which is speed.
A systems diagram shows how a system will change inputs into outputs.
When you change the pedalling force or the pedalling speed on a bicycle, the
output speed will change. The systems diagram will help you to work out how
these will change.
Draw systems diagrams of gears and drives
You can use systems diagrams to represent gear systems instead of drawing
them. Look at the systems diagram in Figure 7. This systems diagram gives more
information about the bicycle chain drive than the simpler systems diagram in
Figure 6.
Input Process output
3 : 1
Bicycle chain drive
rotational speed
of the driver gear
rotational speed
of the driven gear
Figure 7: A systems diagram for gears
The system in Figure 7 gives a speed advantage of 3. You can use the diagram to
work out what the output speed will be if the input speed should change.
If the input rotational speed of the cyclist on the pedals is 80 rpm, then the
rotational speed of the wheel will be 240 rpm.
LB page 196
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A winch for a mine LB p. 197
A winch is used for a lift in
a mine. The winch consists
of an electrical motor and
a winch drum on which
cable is wound.
The winch must be
able to lift 10 000 kg of
mined rock. If the motor
is connected directly to
the winch drum, without a
gear system, the winch can
lift a maximum of 2 000 kg.
wheel on mine headgear
connect
a drive
system
here
mine
lift
10 t
winch
drum
motor
Figure 8: A winch for a mine
1. Calculate the mechanical advantage needed from a gear or chain-drive system
to enable the winch to lift the load of mined rock.
mechanical advantage = output force / input force = 10 000 kg / 2 000 kg = 5
2. Copy the drawing below. Sketch a drive system to show how the motor will
make the winch turn.
motor winder
Figure 9
Next week
Next week, you will research a topic about the impact of mining on people and the
environment, and give a presentation on that topic. Your teacher will divide you
into teams today, and give each team a topic. There will not be a lot of time next
week to prepare for your presentation, so it is very important that you start your
preparation now. Read the article on your team’s topic in Chapter 15 during the
weekend.
LB page 198
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The mining industry is one of the most important contributors to the economy in South Africa. In
this chapter, you will learn about the history of mining in South Africa, as well as the impact that
mining has on communities, social life and the environment.
Four topics about mining are discussed in this chapter. You will work in teams, and each team
will investigate only one of these topics, then give an oral report to the class on your topic.
You will work in teams of three or four, and there must be at least one boy and one girl in each
team.
15.1 Background information on different mining topics.................................................. 248
15.2 Team discussions and preparation of reports.......................................................... 261
15.3 Presentation of reports......................................................................................... 264
Figure 1: The oldest iron mine in the world – Lion Cave in Swaziland
Materials required for this chapter:
Learners need sufficiently big sheets of paper for notes and drawings that they will use during
their team presentations to the class, at the end of the week.
Homework for the week before: Allocating topics to learners and teams
Each learner is required to read and analyse one of the four topics on mining. These topics
should be allocated to learners in the week before they start with this chapter. Learners have to
prepare for this chapter by reading up on their allocated topics before the start of this week, as
homework.
It is important to achieve a reasonably equal spread of learners across the topics, so that each
topic will be represented by enough learners. Learners will present their research as teams of
two or three learners each. They will present their research in the last 60 minutes of the week.
Once topics are allocated, learners allocated with the same topic should form teams. A class of
40 learners might be grouped in the way shown on the diagram below.
It may save time to instruct learners on what their topics are, and who should be in what team,
rather than letting them choose themselves.
This chapter requires learners to read, investigate and communicate information about
historical, social and environmental aspects of mining. They will be working as teams, to divide
the work, to share ideas, and to support one another. Only the first lesson will be individual
work.
Chapter 15
Investigate aspects of
mining in South Africa
LB page 199
Team 2
(3 learners)
Team 6
(3 learners)
Team 10
(3 learners)
Topic A
Team 1
(3 learners)
Team 5
(3 learners)
Team 9
(3 learners)
Topic B
Team 3
(3 learners)
Team 7
(3 learners)
Team 11
(3 learners)
Topic C
Team 4
(3 learners)
Team 8
(3 learners)
Team 12
(3 learners)
Topic D
Team 13
(2 learners)
Team 14
(2 learners)
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• How much time will be allocated to each team’s presentation? In a class with 12 groups, not
more than 4 minutes can be allocated to each team (12 × 4 minutes = 48 minutes).
• Will other learners be allowed to ask questions at the end of each presentation, or will
questions only be allowed when all the teams have finished their presentations?
• Tell learners how you intend to assess their presentations. Explain what notes and materials
you want each team to hand in after the presentations. Explain what other features of the
presentations you will use as part of your assessment.
15.3 Presentation of reports
Begin promptly. Allow each team to only present for the agreed number of minutes. Don’t
allow learners to waste time while a new team moves to the front of the class to give their
presentation.
If there is time at the end, allow questions.
You should take notes while the teams give their presentations. You can give a mark for each
criterion used. It would be helpful to prepare an assessment schedule for this purpose.
Criteria for assessment might include:
• Has the team thoroughly grasped the issues outlined in the topic?
• Has the team presented some valuable additional information that is not in the article that
they read in the learner book?
• Has the team used each member effectively in giving his or her presentation?
• How well has the team used supporting materials such as notes or drawings in their
presentation?
15.1 Background information on different mining
topics
When learners arrive for this lesson, they should have already read the information on their
topic. They will be working individually with the text and preparing for the next lesson, when they
will use this information to compile a group presentation to the rest of the class.
It is important to structure the exercise so that learners know what they should achieve during
the lesson. The notes that each learner will make during this lesson must include the following
(you may wish to modify or add to this list):
• a framework or summary of key ideas that need to be included in a presentation about the
topic to other learners,
• a list of words that other learners may not understand and that will need to be explained,
• a list of ideas or questions about which it is necessary to find more information, and
• a description of any diagrams, tables or charts that might be useful to explain ideas and
concepts when the team reports on this topic.
For homework, learners should find more information about their topic, for example by looking
in books, asking older people and looking on the internet. You can help learners in doing this by
making resources such as the following available to learners:
• dictionaries – the most important!
• photocopies of newspaper articles that have to do with the topics
• a list of appropriate websites to consult (optional)
• books, posters or video material about the topics (optional).
15.2 Team discussions and preparation of reports
In this lesson, learners work in their teams to:
• answer questions that help them to think critically about their topics,
• discuss the issues each member has identified as important in presenting the team’s final
report,
• decide on what to include in the presentation, and what not, and
• allocate tasks to each member. Each member of the team should contribute to the
preparation of materials for the presentation, and play a part in presenting the material.
You should move around the class during this lesson, speaking to teams and making sure that
they are preparing their presentations well. In the last five minutes of the lesson, explain how the
presentations at the end of the week will be organised. Consider the following factors:
• Learners need to know that diagrams, notes, key words and illustrations that are intended to
support the presentation must be prepared before the team begins their presentation.
Figure 2
LB page 200
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15.1 Background information on different mining
topics
Your teacher will divide your class into different teams, and tell each team which
topic they need to investigate during this week. Each team will only investigate
one of the following topics:
• The impact of mining on the environment: Acid mine drainage
• The impact of mining on the environment: Dust pollution
• Indigenous mining in South Africa before the modern era
• The equality or inequality of job opportunities in mining for men and women
In this lesson, you will work individually and read an article about the topic that
your team will investigate. After reading the article, you should make notes in your
notebook. Write down the points that you think are most important, as well as
the points on which you would like to get more information. For homework, you
should find out more about these topics, for example by looking in books, asking
older people and looking on the internet.
The four different articles are given below. Remember that you should only read
the one article that is about the topic your team will investigate.
Topic A: The impact of mining on the environment:
Acid mine drainage
Mining is very important to South Africa. The mining
industry has led to our country becoming very
important as a provider of metals and ores. South
Africa is one of the biggest producers of precious
metals such as gold and platinum, and the country
also has large amounts of iron, zinc, chrome and
copper ore that are very important to many of our
factories. Coal is also mined and this mineral provides
the energy for many of our power stations.
Because mining is such a large industry, it also provides employment for large
numbers of people, both skilled and unskilled.
An ore is a type of rock that
contains important minerals,
including metals. These ores
are mined and then refined to
extract the valuable material.
But, like any industry, it is also a cause of problems due to the way the ore is
being mined. Before you investigate these problems, you need to understand a
little about the mines themselves. Some mines are known as opencast or surface
mines. These are mines where the workers do not have to go underground, but
instead dig a very large hole to remove the ore after stripping off the surface
material. These mines are easier to work on. Coal mines and iron ore mines are
often opencast mines, as coal and iron ore are closer to the surface than precious
metal ores, such as gold.
LB page 201
Figure 3: An opencast or surface mine. Note the water collecting in the hole.
Underground mines are mines where shafts
and tunnels have to be dug to reach the
supply of ore that is being mined. All of South
Africa’s gold mines are underground mines,
with shafts that are sometimes kilometres
deep. The deepest mine in the world is the
TauTona mine in Carletonville, South Africa:
it is nearly four kilometres deep! Mining is
dangerous work, and there are very strict
safety precautions on all mines.
LB page 201 LB page 202
Figure 4: The headgear of an underground
mine. The shaft goes straight down
into the ground under the wheels of the
headgear, sometimes kilometres deep.
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One of the problems with mining is that eventually the ore, or metal, will run
out. When this happens to a very big mine, what is left are many kilometres of
underground tunnels. It is impossible to fill these tunnels because the ore that
was mined has been processed to remove the valuable mineral. What happens
normally is that the mine entrance is sealed and the tunnels are left as they were
during mining. But they don’t stay empty.
If you have ever dug a hole in the ground near a
river, or on a beach, you will know that water soon
starts gathering at the bottom. This happens when
you have dug deeper than the water table.
All mines that are underground will
be dug beyond the water table. While
miners are working underground,
large pumps are constantly pumping
the water that gathers in the tunnels
out of the mine. But once the mine is
abandoned, the pumps are removed and
the water starts to build up, exactly as it
would in the hole you dug.
It would be fine if this water just filled
the mine, but a chemical reaction occurs
as the water drains through the rocks
into the mine. The water reacts with
chemicals in the ground that contained
the ore, and turns into an acid. Acids can
be very destructive in the wrong
environment.
You come across mild acids every day. Try this
experiment:
At home, pour yourself a glass of water, and then
add one teaspoon of vinegar and stir. Take a sip. It is
healthy, but for most people it tastes too strong, as if it
is burning your mouth and throat.
Now pour yourself another glass of water. This time, add three teaspoons of
vinegar to it and stir. Now drink a little bit from this glass as well. Could you taste
the difference? Scientists would say that the first glass of water was slightly acidic,
and that the second glass of water was more acidic.
The acid that is produced in mines is a lot stronger
than your vinegar water! The water has mixed with
sulphides and can eat away solid metals and stone. It
is very poisonous to plants and animals.
The water table is the level
in the ground where enough
water is present to flow.
Figure 5: Holes dug in the ground often go below
the water table, and then the hole fills with water.
A chemical reaction takes
place when materials react
with other chemicals and
a change occurs to the
molecules of the materials,
forming new substances.
Acidic liquids are very
corrosive. They can destroy
solid materials.
It would be less harmful if the acid water stayed in the mine, but due to many
reasons the acidic liquid often leaks out. In some cases, the water level in the
mine rises to the level of the surrounding water table, and then the acid pollutes
all the water in that area. In other cases, the surface of the mine is higher than
surrounding areas. Remember that most of the gold mines in Johannesburg were
on a ridge. The acidic liquid will flow out of gaps in the rock like an ordinary
spring, and pollute the rivers and streams it enters, killing fish, animals and
plants.
Figure 6: Acid mine drainage is ugly, poisonous and smells bad.
When large mines, such as the gold mines in Gauteng,
are closed, acid leaking from the mines can cause
many problems for the surrounding environment. If
these problems are not solved, people living in the area
will have to leave their homes and move to another
area that is safer.
The gold mines in Gauteng are
located on the Witwatersrand,
or the “White Water Ridge”.
Rivers flow away from each
side of this ridge, and are
easily polluted.
LB page 203 LB page 204
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Figure 7: This illustration shows how water in the water table can fill up mines when they aren’t being
pumped dry.
Notes: Acid mine drainage
earners’ own notes, for e ample
The main points of the article:
Mining has many positive impacts, such as producing useful metals and
creating jobs.
But mining also has negative impacts, such as acid mine drainage, which pollutes
underground water, rivers and streams.
easons for acid mine drainage ater fills underground mines when they are
not being used. This water reacts with the e posed rocks in the mine’s tunnels
and shafts, and becomes acidic. This water leaks into the water table.
Examples of acids at home are vinegar, lemon juice, acid in car batteries (which
is very dangerous), etc.
Questions to investigate:
Does acid mine drainage have an effect on man-made things such as buildings or
pipes? For example, does it affect steel water pipes or the concrete
foundations of buildings?
Possible experiment to do at home:
Put an iron nail and a piece of cement in vinegar for a week and notice if
anything happens.
Topic B: The impact of mining on the environment:
Dust pollution
Anyone who has been to Johannesburg will know the mountains of yellow and
white sand that comes from the mines. These are called mine dumps. What are
these dumps actually made of, and why do they exist?
Ore has to be crushed and then treated with chemicals before the metal in it
can be dissolved. After this, the chemical that contains the dissolved metal is
separated from the waste material, then more chemicals are added and the metal
is recovered. The metal is then melted and poured into large ingots, or bricks, of
metal that can be transported to the factories that will use them.
But what remains? All the crushed ore and chemicals that have been used to
extract the metal become waste material that has to be stored. It can’t be put
back into the mine since people are still working there, so it is either put into
large dams, or piled in dumps. The waste material is normally a mixture of water,
dissolved chemicals, and finely ground dust or small particles. This is called
“slurry”. The slurry has to dry in the open air. A ton of gold ore only produces a
gram or two of gold, so a lot of slurry is left after extracting the gold.
Many of the chemicals added to extract gold are still in the slurry, and some of
them are very poisonous, such as cyanide.
The compounds in the slurry are ground to fine sand. Once the water dries, it
leaves a layer of tiny particles that can easily be blown around.
When gold mines in Johannesburg first started producing waste material, the
slurry was pumped into storage dams. After a while, as the slurry dried and more
waste material was produced, the dams grew upwards into dumps. The centre of
these dumps was lower than the outside, so that more slurry could be pumped
into the middle. The slurry was then pushed out towards the edges as it dried,
leaving more space in the middle. These dumps grew into the huge mine dumps
that line the mining areas of Johannesburg.
It is not just gold that produces mine dumps. However, since the old gold mine
dumps in Johannesburg are so close to communities living there, it is a very
noticeable problem. Other mining towns and cities have similar problems. When
new mines start, people working at the mines often build houses nearby, and often
a whole town develops around a mine.
LB page 205
LB page 206
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In the early days of mining,
the impact of mine dumps on
the environment was not
known. Once people became
aware of the negative effects
of the dust that comes off
these mine dumps, they started
looking for a solution to this
problem. First, trees and grass
were planted on the mine
dumps to prevent the wind
from blowing the dry dust into
the towns.
But because of the toxic chemicals in the dumps, the trees and grass did not
grow very well. Later, mining companies started to extract any remaining gold
from the waste material in these mine dumps. Since the process used to extract
gold a hundred years ago was not very effective, a lot of gold remained in the
waste material. Once they processed these mine dumps to extract any remaining
gold, they removed the dumps altogether. The remaining waste material was
then stored where it could not be blown into nearby towns or cities.
Notes: Dust pollution from mine dumps
earner’s own notes, for e ample
The main points of the article:
Mining communities (towns and cities) develop around mines.
The waste materials from mines were left on dumps (in the past). The materials
are often to ic and contain ery fine dust that can easily be blown around, causing
health problems for humans, animals and plants.
People have developed solutions, such as planting grass and trees on mine dumps,
to prevent the dust from blowing away, or removing the dumps altogether to store
the waste materials in a safer place.
Question to investigate:
Where and how can the waste material from mines be stored so that it will not
have negative effects on humans or the environment?
Topic C: Indigenous mining in South Africa before the
modern era
The history of South Africa is closely linked to mining. Gold and diamond mining
has generated much wealth for the country over the last 150 years. The mines in
South Africa today produce gold, diamonds, silver, platinum, chromium and many
Figure 9: A mine dump planted with trees and grass to
reduce dust pollution.
Figure 8: Dust blowing off mine dumps can affect people and
the environment.
LB page 207
Figure 10: Locations of a few mining sites in South Africa during the Iron Age.
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other minerals. In 2010, South Africa produced 15% of the world’s gold, and 78% of
the world’s platinum supply.
But mining was already important in southern
Africa more than a thousand years before that. The
period in history when people started to use iron
implements and tools for the first time, is known as
the Iron Age. The ability to smelt ore and make iron
tools was discovered in north Africa. Some of these
communities moved southwards to find better rainfall
and more productive land to provide crops.
From about 1 800 years ago, the areas where people
coming from the north would settle was influenced by
the discovery of iron ore deposits. Even nomads would
settle near a source of iron ore and plant crops such as
ground beans, sorghum and millet.
This would lead to an increase in cattle and other stock animals, and often the
community would grow and prosper in that area. They would stop their nomadic
lifestyle and stay in one place to build a community. However, sometimes they
would have to move to a different area due to drought or poor soil. Other groups
were not as fortunate to find deposits of iron ore, and so continued moving south
as well. With these groups of people continually moving south, the knowledge
of how to smelt iron came to the country that is now known as South Africa.
Historians and geologists have found many places in our country where Iron Age
settlers lived and built their smelting ovens. Studying these places has helped us
learn more about the history of these people.
The Iron Age people also knew how to
make pottery by baking clay. The styles of
pots and artwork found at these Iron Age
sites have helped historians to determine
the general date when these sites were
occupied. Iron Age people built huts
and cattle kraals as well, and these ruins
have been studied in places right across the
country, from Mpumalanga to the Kei River.
Smelting is the process where
ore is melted in a very hot
oven called a “furnace”, to
separate the iron from the rest
of the ore.
Nomads are people who have
no fixed homes, and move
from place to place in search
of water and food.
Initially, iron ore deposits were discovered by the Iron Age settlers where the
deposits were exposed by soil erosion. Soon the settlers learnt how to find sources
of iron ore by studying the different types of rock in the area and comparing it to
other sites where they had found iron ore. About 1300 years ago, holes and shafts
were being dug to find more ore. A lot of trees were required near the iron ore
deposits, as the smelting process required a lot of charcoal to provide enough heat.
A supply of fresh water was also important.
The process of smelting ore was regarded as a secret to be kept by the older men
of the community. They would build a clay oven that had a small hole at the top as
a chimney, and three or four other holes on the side where air could be blown in.
To smelt the ore, it would be placed in the oven in layers of ore and charcoal, then
the charcoal would be set alight and a lid would be placed over the burning fire.
The men used “bellows” made of soft goat’s or sheep’s skin to continually blow air
into the oven to create the high temperature needed to smelt the ore. This could
take many hours, often a whole day or night. When the charcoal was finally burnt
out, the oven would be opened and a lump of iron removed.
This lump would be heated over another fire and hammered into the shape of
the tool or implement required. It was a difficult process, but it changed the way
the people lived at that time, and so it is one of the most important eras in our
history.
Figure 12: Illustration of how an early iron smelter was constructed and used
LB page 208
Figure 11: Typical Iron Age tools: simple, but
efficient
LB page 209
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Notes: Iron Age technology
earner’s own notes, for e ample
The main points of the article:
South Africa is very rich in terms of the amount of metals and minerals that can
be mined.
Iron mines were already built here 1 300 years ago, to obtain the iron for making
tools and implements.
Communities migrating from northern Africa to southern Africa brought with them
the knowledge of smelting iron ore to obtain pure iron.
Question to investigate:
Nowadays, one of the main uses of precious metals, such as gold and platinum, is
for jewellery. Were minerals also used for jewellery during the Iron Age?
Are there any Iron Age mining sites close to where you live, or have you been in
other parts of the country where there are such sites?
Topic D: The equality or inequality of job opportunities in
mining for women and men
Discrimination against women has been an ongoing struggle across the globe for
centuries. Women were, and in some countries are still, mostly seen as second-
class citizens under the control of their fathers, husbands or other male members
of their family. Women were expected to stay at home, clean and cook for the
family, and raise the children, often without any help from men. Very few women
received a proper education or were allowed to work for money. Those who did
work, mostly did only part-time jobs and for little money. They often got married
and/or had children at a young age, before they could study to qualify for higher-
paying jobs.
There were many women who fought hard for the rights of all women, including
the right for women to vote in elections. In many countries, women were first
allowed to vote only about 80 to 100 years ago, because many men thought women
were not clever enough to vote. Many of the protesting women were put in jail and
even mistreated for their actions.
For us to understand gender bias, we have to understand that it develops from
a very young age. Girls are often taught that they cannot do what boys can, but is
this the truth? For instance, boys play with toy cars and girls play with dolls. This
often leads to the mistaken ideas people have about adult men and women. Many
people still think that women are more emotional than men, have to be pretty,
have to be willing to have children and have to care for their families. And many
people still think that only men can be physically strong, that only men are clever
and hard-working enough to do jobs with a lot of responsibility, that a real man
does not show his emotions and that a husband has to only contribute financially
to his family.
But what is gender bias in work situations? It is when one gender is perceived
to be superior to another, and this gender is given more or better employment
opportunities as a result. During the twentieth century, a lot of research was done
on the physical and mental abilities of men and women, and it was proven that
men and women are equally capable of doing most jobs. There have been changes
in laws that prohibit discrimination on the basis of gender, and as a result the
number of women in the workplace has increased rapidly.
Figure 13: Men and women share duties above ground at modern mines.
So, when you think of people working in mines deep underground, what picture
comes to mind? You probably see a man, physically strong and holding a drill in
a dark hot tunnel. Why do you not see a woman holding a big drill, deep in a hot
dark tunnel?
Until the early 1990s, women in South Africa were prohibited from working
in underground mines. Since 1994 there have been numerous changes to the
laws in South Africa to reduce and remove gender and racial inequalities within
different industries. The mining sector was one of them, but statistics show that
gender equality is not happening as quickly as it should be. Even today, only 5%
of mineworkers in South Africa are women, and the majority of these work in
offices as clerks or administration officials. Very few women work directly with
the physical extraction of minerals. There are, however, many women involved
in informal mining, such as extracting coal, clay, copper and other minerals for
the sake of their own and their families’ survival. This proves that women are
LB page 210
LB page 211
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physically capable of doing the job, even though they are not employed as physical
workers.
These days, anyone who wants to work underground
can do so, but they have to pass a fitness test first.
This test is not only for strength, but for stamina as
well. Stamina refers to the ability to do physical work
for a long period of time without harming your body.
In addition, the miners have to pass a heat-tolerance
test, and it has been discovered that women can
handle high temperatures better than men!
Figure 14: Women and men can share underground work in mines.
So it doesn’t matter if you are a man or a woman, if you pass the test, you can
work underground, mining ore.
Another area where a bias has been noted is in the payment for work done.
Although women are doing the same job as men, they are being paid less than
their male counterparts. This practice is called wage discrimination, and there
are also laws against this type of unfairness. However, because some women are
desperate for work, they have no choice but to accept lower wages.
A heat-tolerance test is used
to make sure that people can
handle long periods working
in high temperatures. The
temperature in an underground
mine is much hotter than at the
surface.
Aside from wage discrimination, there are many reasons why women are still
not working in the formal mining sector to the same extent as men. For example:
• low levels of training amongst women, specifically a lack of technical training,
• unsupportive work cultures in the mining sector, despite changes in law,
• a lack of mentorship and facilities,
• the physical nature of mining, and
• historical bias against women in the mining industry.
For women to gain better access to careers in the mining industry, the
perceptions that men and women have about this situation needs to change.
Women have already proved that they are capable of doing the same work as their
male counterparts, and therefore they should not only be allowed to do so, but
they should also be rewarded and promoted by the same standards.
Notes: Gender bias in mining
earner’s own notes, for e ample
The main points of the article:
The physical and mental abilities of men and women are not as different as many
people think they are. It is necessary that people start thinking
differently about this, in other words change their perceptions. Gender equality
is just as important a goal in society as racial equality.
In many areas of employment, gender equality has improved a lot since 1994, but
in the mining industry there is still only of female workers.
In some jobs, women earn less than men who do the same job. This is not fair.
Question to investigate:
Make a list of adult women you know who are strong, and another list of adult
men you know who are strong. Compare the lists. Are men really that much
stronger than women? Are only big people strong?
LB page 212
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15.2 Team discussions and preparation of reports
After reading each of the articles in the previous lesson, you were asked to make
notes on what you understood to be the main problems or opportunities presented
by the topic. You were also asked to find out more about each topic.
You will now work in your teams to prepare a report on the topic allocated to
you. This report needs to consider the history and background of the topic. The
reports must be informative and, when necessary, need to be investigative. For
some of the topics, the team might have suggestions as to how problems can be
solved or lessened. These suggestions will form an important part of the report.
Each team will give a short presentation to the class next week. You have this
whole lesson to prepare. Each of you has to do a part of the presentation.
To help you prepare your report, some additional questions are given below
about the four different topics. Discuss the questions about your team’s topic now.
Topic A: The impact of mining on the environment: Acid mine
drainage
You are not required to give solutions to acid drainage, as these are very
complicated and expensive processes! The purpose of this exercise is to
understand how acid leaking from old mines can cause problems, and how
communities can take precautions to not be affected by it.
1. What is acid mine drainage?
2. Why do you think it wasn’t seen as a problem when the mines were started?
3. What effect can acid mine drainage have on communities, water supplies,
houses and other buildings, and on the environment?
4. How can communities affected by acid mine drainage be assisted?
5. Who should be investigating the problem, and who should be assisting with the
solutions?
6. What should the mining industry be doing to fix existing problems and prevent
future problems?
earners’ own notes.
Topic B: The impact of mining on the environment: Dust
pollution
1. Give a short history of why there are so many mine dumps in South Africa.
2. Why do towns develop around mines?
3. How does dust blowing from mine dumps have a negative impact on people
and the environment?
4. Why is dust from mine dumps more dangerous than dust from fields?
5. How can dust blowing from mine dumps be prevented?
6. Why is the problem in Johannesburg reducing? Give a few reasons, and then
make suggestions as to how you think other communities can learn from
Johannesburg’s experience.
7. What other ideas does your team have to reduce the problem around the
country?
8. When new mines are dug in future, what plans should be made by the
engineers to avoid problems with the mine dumps they produce?
earners’ own notes.
Topic C: Indigenous mining in South Africa before the
modern era
1. Why is the history of early mining important to understand and study?
2. Why did groups of people from north Africa move southwards?
3. How important was mining as a skill to the migrating people?
4. What resources would the migrating people look for? Why were these resources
important?
5. How do we know so much about the Iron Age settlers? What would you look for
if you were searching for signs that they had lived at a specific place?
6. How has mining affected the growth of South Africa?
7. What does the future of mining look like?
earners’ own notes.
LB page 213 LB page 214
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Figure 15: A team giving a presentation to their class, using illustrations and a blackboard to help the
speaker.
Homework: Reflect on the weeks’ work LB p. 216
1. What was your topic about?
earner’s own answer.
2. Compare advantages and disadvantages of the mining industry to South
African society.
earner’s own answer.
3. What can be done to improve people’s understanding of mining?
earner’s own answer.
4. What can be done to make mining more beneficial to society?
earner’s own answer.
Next week
Next week, you will start your Mini-PAT for this term. You will design and build a
model of a lifting system for a mine. You will also prepare a tender for building the
lifting system.
Topic D: The equality or inequality of job opportunities in
mining for women and men
1. What is gender bias?
2. Has it affected the growth of industry and commerce (business) in South Africa,
and if so, how?
3. What has been done to change and get rid of gender bias in the mines of South Africa?
4. Does your team think that the changes have been successful?
5. What else can be done to reduce gender bias in mining and other areas in the
workplace?
earners’ own notes.
Homework: Prepare to ask and answer questions
Read through all four of the articles given in section 15.1, so that you know the
background about the other three topics that other teams will talk about. You will
ask the other teams questions after they have given their presentations. Make a
few notes to help you.
15.3 Presentation of reports
During the previous lesson, each team spent the lesson preparing an oral report on
one of the mining topics. You were all asked to read the articles on the other three
topics to enable you to ask questions on the other teams’ topics.
Get together in your team first and spend five minutes revising your
presentation. You will only have two minutes to do your presentation. You can use
visual aids such as a poster to show the class what you mean.
Your teacher will then ask the teams in turn to do their presentations.
Remember to ask the other teams questions after they have presented their topics.
The idea is not to make them look bad, but to learn from them by asking those
questions.
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This mini-PAT will run over four weeks. From week 2 in this mini-PAT, you will work in teams.
Each team will pretend to be a mechanical engineering company. Each company will submit a
tender for the design and construction of a “mine-lifting system”, commonly called “mine shaft
headgear”.
The lifting system is used to take miners underground and back up again. It is also used to lift
the mined ore to the surface. After you have designed your lifting system, you will make a model
of it. The model will have a mine winch, shaft headgear and a lift cage.
Week 1 ..........................................................................................................273
Investigate: Mine shaft headgear and head frames....................................................... [7]
Investigate: Mine winches........................................................................................... [5]
Design: Design brief, specifications and constraints for a mine shaft headgear .............. [8]
Week 2 ..........................................................................................................281
Evaluate: Choose and combine the best ideas ............................................................. [6]
Make: Sketch your team’s final design ........................................................................ [5]
Make: Draw your head frame design........................................................................... [4]
Make: Draw your head frame design to scale .............................................................. [5]
Make: Draw your head frame design as a 3D isometric projection................................. [6]
Week 3 ..........................................................................................................287
Make: List of materials and budget............................................................................. [5]
Make: A model head frame ........................................................................................ [13]
Week 4 ..........................................................................................................294
Make: Complete your model ...................................................................................... [2]
Communicate: Present your tender............................................................................. [3]
Evaluate different tenders .......................................................................................... [1]
[Total: 70]
Chapter 16 Mini-PAT
A mine needs a lifting
system
Materials required for this mini-PAT:
unlined A4 paper for sketching and drawing
squared grid paper for working drawings and other 2D drawings
grid paper for 3D isometric drawing
used paper, for example A4 or old telephone directories
thin waste cardboard, for example cereal boxes
waste corrugated cardboard, for example old packaging boxes
toilet roll tubes
2-litre plastic ice cream tubs
metal washers
wood glue (“cold glue”)
short pieces of thin wire (1-2 mm thick)
paper clips
paper fasteners
long thin wooden dowels or “sosatie” sticks. You should cut these into shorter pieces, unless
learners have saws and sawing blocks, and have learnt to do this safely.
nails
Tools required for this mini-PAT:
drawing equipment: pencil, eraser, ruler, geometry kit with set squares
scissors
plastic cups or plates (to keep wet cloths/sponges in) – can be waste
small pliers or wire cutters
craft knives and cutting boards/mats to cut on (optional)
craft saws (optional)
Safety:
Only allow learners to use craft knives and/or craft saws if you have already trained learners
how to use them safely.
Have a basic First Aid kit in the classroom (disinfectant, plasters and bandages) and bleach to
clean any blood spills.
Take care when learners work with sharp tools (scissors, nails or craft knives).
LB page 217
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Week 1
Learners read about the scenario or problem that must be solved on page 219. They are then
introduced to the parts of a mine shaft, and a drawing (Figure 3) showing the parts of a mine
shaft and its lifting system.
Investigate: Mine shaft headgear and head frame (30 minutes)
This is an individual investigating activity for assessment. Learners study Figure 3 and use the
preceding information to answer the questions about the names and purposes of different parts
of a mine’s headgear. Then they make a 2D sketch on unlined paper.
Investigate: Mine winches (30 minutes)
This is an individual investigating activity for assessment. Learners study Figure 4 of two
different designs of a mine lifting system, and answer questions about it.
Questions 6 and 7 require critical thinking. If time allows, you should allow time for discussion of
these questions in small groups after learners have handed in their work. This may help learners
who were at first not able to understand the importance of the difference between the two
designs.
Design: Design brief, specifications and constraints for a mine shaft
headgear (60 minutes)
This is an individual activity for assessment. Learners apply the knowledge they recently
gained, and maybe also do some research, in order to write the design brief. They then answer
questions that guide them to write the specifications and constraints. These questions are about
impact on people, purpose, safety, environmental impact, appearance, and costs.
Week 2
Your company prepares a tender
Learners work in teams of three or four. They form a company and start planning to submit a
tender to the mining company. Make sure learners understand what a tender is (an offer to do
specified work, for a specified cost, and within a specified amount of time).
Form a company (20 minutes)
Each team or company makes a list of the names of the company’s members together with
their ID numbers.
As a team, they use the information provided to formulate their mission statement. Their mission
statement will include the best ideas from what they wrote down individually for the design brief.
Remind learners that their mission statement should answer all the following questions: “what
your company will do, how you will do it, who you will do it for, and why you think you will be
able to do it well”.
Evaluate: Choose and combine the best ideas (40 minutes)
Combine your specifications and constraints
This is an activity for assessment. The members of each team compare their individual lists of
specifications and constraints. They then make a list that is better than the previous ones, of
specifications and constraints for the team’s tender.
Combine your head frame and sheave wheel ideas
This is a make activity for assessment. Learners discuss their design drawings from last week
and discuss what their team’s head frame will look like.
Remind learners that the team’s design must include only one sheave wheel and not two sheave
wheels. That is because there will not be enough time in this mini-PAT to make a lifting system
with two sheave wheels and a counterweight.
Thereafter, learners work individually. They each sketch their company’s final design on unlined
paper.
Make: Draw your head frame (60 minutes)
This is an individual make activity for assessment. Learners make 2D working drawings and 3D
isometric drawings of their team’s design.
Remind them that they must also draw the triangulation that they will use to strengthen their
structure.
For their isometric drawings, you should point out:
• Chapter 13 Section 13.3 gives instructions for how to draw circles in isometric view.
• The example of an isometric drawing on page 228 shows how boxes (in red) identify the
different parts of the headgear. First drawing boxes like these (in feint lines) will help the
learners to draw their headgear in isometric view.
Week 3
Design: Make a list of materials and work out a budget (30 minutes)
This is an individual make activity for assessment. Work through the ‘hints’ with the class.
Learners list all the different materials and different kinds of labour needed. Then they estimate
how much of each material and type of labour they need. And then they calculate the cost for
CHAPTER 16 MINI-PAT: A MINE NEEDS A LIFTING SYSTEM 269
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each item, and add up all the costs.
Some learners may want to add the costs of renting the necessary construction equipment,
such as a cement mixing truck, a crane, and an excavator. They might also want to add costs
for the transport of materials, and temporary housing and offices for workers. Those are
indeed important costs in a project like this. But learners would need advice from people in the
construction industry to estimate those costs, and learners have limited time. So you should
congratulate learners who think about such other costs, but not require them to include it in
their budget for this mini-PAT.
Make a model head frame (30 + 60 = 90 minutes)
This is a make activity for assessment. Learners divide tasks between the different members of
their team. Then they each work individually on their own tasks.
Prepare learners by explaining what they must make, and what you will be looking at, for
assessment:
• team work,
• measuring skills,
• cutting and joining,
• use of tools,
• finishing and decorating their model, and
• safe working practices.
They must make steel columns, cross braces, flat frames, and a sheave wheel.
They must join side frames.
They must mount the sheave wheel on an axle and fit it onto the frame.
Make sure that they look at the illustrations and read the text with insight before they start
making the model.
Make suggestions to help learners who are struggling, and
keep them on task so that they can complete the model within the time constraints.
Week 4
Communicate a headgear tender
This week, learners will make a winch and a cage, and add these to their headgear model.
They will also prepare a tender presentation to communicate to the tender board.
Lastly, they will evaluate the presentations of other teams.
Complete your model: Make a winch and a cage (20 minutes)
This is a make activity for assessment.
Refer learners to Figure 12, which shows a winch. Also, refer them to the detailed explanation
of how to make a winch. Make sure they read the “Important things to remember” and the
instructions on what is expected before they start building the winch and cage.
Evaluate the head gear (10 minutes)
This is an evaluating activity. Read the questions to the class before the learners start answering
the questions.
Present your solution to Platinum Stars (90 minutes)
Prepare your tender
This is a team activity.
Remind learners of the importance of:
• keeping within the time constraints,
• the division of work: every member of the team must take part in the presentation, and
• what must be included in the presentation: sketches and drawings of their head frame and
winch design, the budget, and a motivation for why the tender board should choose their
solution.
Present your tender
This communicating activity will be assessed.
Evaluate different tenders
This individual evaluating activity is for assessment. Each learner listens to the presentations
of other teams, and writes down the best points of each tender. They then decide which tender
should win and explain their decision. Impress on the learners to be objective and fair when they
judge the work of the other teams.
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Week 1
An opportunity to tender for a mining contract
Platinum, a very valuable metal, has been found on land belonging to a tribe in
a rural area. Samples show that the platinum is only 500 m below the surface.
An international and South African joint venture company, called Platinum
Stars, has decided to invest money in this project. They want to sink a shaft to
the 500 m point to take a few samples. Then they will decide on the best mining
method.
Your engineering company wants to submit a tender
for the construction of the shaft headgear. The headgear
must be able to transport miners and equipment 500 m
underground. It must also be able to lift platinum ore
that weighs 10 tons back up to the surface.
Headgears and mine winches
An overview of a mine shaft
Study Figure 3 on the following page. This picture shows a mine’s lifting system.
The whole lifting system is called the headgear. There are four main parts to a
mine’s headgear:
Part 1: The winch or hoist is in a winding house. This part of the system is used to
wind or unwind the steel cable.
The hoist is attached to a motor and a control system.
The mine cage and the skips are lowered into the mine when a steel cable
unwinds from the winch.
The mine cage and skips are raised when the steel cable winds up again.
Part 2: The sheave wheel is a pulley wheel that sits above the mine shaft. The
hoist cable passes over the sheave wheel and then down the shaft of the mine.
The sheave wheel changes the direction in which the cable is pulling. It also
reduces the sliding friction of the cable.
Part 3: The head frame is the structure that supports the sheave wheel. It must be
strong enough to keep the sheave wheel in place when it lifts the heavy mine cage.
The left “legs” of the head frame slope towards the hoist. This is due to the
tension in the cable pulling the whole frame in that direction. The sloping legs
prevent the head frame from toppling or falling over.
A tender is an offer by
someone to do work at a
certain price. When a company
“puts out a tender”, it invites
people to apply to do a job for
them.
LB page 219
Figure 2: This photograph shows detail of sheave wheels used for pulling in a
cable. The sheave wheels in the photograph are used for a cable car, but they
are similar to the sheave wheels used on a mine’s winch system.
Figure 1: This is the tower above an old mine shaft. A cable winds around “sheave”
wheels on the “headgear” at the top. These cables are attached to a lift that
transports miners, machines and ore into and out of the mine.
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Part 4: The cage and skips. The cage is used to transport miners and equipment
up and down the mine. Attached alongside or underneath the cage are skips.
Skips are used to bring the ore and the waste rock out of the mine.
Investigate: Mine shaft headgear and head frame (30 minutes)
Individual work
Use the picture in Figure 3 and your own information to answer the questions
below:
1. What does the headgear of a mine do? [½]
The headgear of a mine is the lifting system that takes miners up and down to
the working areas underground, and brings ore to the surface.
2. What happens in the winding house of a mine? [½]
The winding house contains the winch and cable that lifts the mine cage and
skip.
3. Explain what a sheave wheel is and what it does. [½]
The sheave wheel is a pulley. It is located above the mine shaft, and the cable
from the winch passes over it and is attached to the cage.
4. What does a head frame do? [½]
The head frame is a strong structure that supports the sheave wheel.
5. Why do the legs on a head frame always slope towards the
winch? [½]
It is braced to prevent the structure from falling towards the pull of the winch.
6. What do you call the two parts of the lift that goes down a mine? [½]
The cage and the skip.
7. What do these two parts of the lift do? [½]
The cage is for the miners and equipment; the skip is to bring the ore out of
the mine.
LB page 220
Figure 3: A mine’s lifting system
LB page 221
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Look at the photograph in Figures 1 and 2. The photographs show the head frame
and sheave wheel on the tower above a mine shaft.
Study the structure of the head frame and then answer the questions below. You
will have to use your knowledge of frame structures to answer the questions.
8. Do you think I-beams are a good thing to use for head frame supports?
Why? [½]
I-beams are stronger than single plates of steel because the I–structure
reinforces the beam against bending.
9. Where do you see triangulation used on this structure? Explain how
triangulation helps to make the head frame structure stronger. [½]
There is triangulation throughout on the head frame. Triangulation strengthens
the structure through cross-bracing the uprights. It works the same as
triangulation on a roof truss.
10.What has been used to stop the head frame from being pulled over by the
winch? [½]
There are legs that slope from the winding house to the top of the head frame.
These also act as triangulation, acting against the force of the cable pulling on
the sheave wheel.
11.Look at the sheave wheel. Has it been placed in the middle of the upright
column? Why do you think it is important to place the sheave wheel in exactly
the right place on the head frame? [1]
The sheave wheel is placed to the side of the centre of the vertical mine shaft,
so that the cable from the sheave wheel down to the cage and skip is exactly in
the middle of the mine shaft. This is necessary so that the cable does not pull
the cage and skip against the side of the mine shaft, which would cause
friction and make it difficult or impossible for the cage and skip to be lowered
and raised.
12.Make a 2D sketch of a head frame and sheave wheel. [1]
[Total: 7]
Investigate: Mine winches (30 minutes)
Individual work
Look at the pictures in Figure 4. The pictures show two different types of mining
hoists. The first one has one sheave wheel, while the second has two sheave
wheels. Use these pictures to help you answer the questions below:
Figure 4: These are both mine winches with drum hoists. The winch on the right has two sheave wheels
and a counterweight.
1. What are the differences between the two mine winches shown here? [½]
The winch on the right has two sheave wheels working off the same drum. The
one sheave wheel is for the cable that lowers the mine cage and skip. The other
sheave wheel is for the cable that lifts the counterweight.
2. What do you think a counterweight does for a mine winding system?
Hint: Imagine winding the winch by hand. [1]
The rotational force that the counterweight causes on the winch, is in the
opposite direction to the rotational force that the weight of the cage and skip
causes on the winch. This reduces the overall rotational force on the winch (the
two rotational forces cancel each other to some degree . o it now re uires
less rotational force of the winch motor to raise and lower the cage and skip.
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3. If the mine winch drum diameter is 6 m, calculate how far the cage will drop
for each single rotation of the drum. [½]
The learners must use the formula C r , , m.
The cage will fall 18,84 m.
4. If the mine winch drum diameter is 6 m, calculate how far the counterweight
will lift for each single rotation of the drum. [½]
The learners must use the formula C r , , m.
The counterweight will lift 18,84 m.
5. Calculate how many turns of cable you will need on the drum for your cage and
skip to move up and down by 500 m. [½]
500 / 18,84 = 26,54 turns of cable
6. Which of the two systems in Figure 4 do you think will need the largest motor?
Explain your answer. [1]
The system on the left will need a stronger motor. The counter weight reduces
the load on the motor on the right-hand example.
7. Which system will be safer? Explain your answer. [1]
The system on the right will be safer. If the motor fails on the left-hand
system, the cage and skip would fall. With a counterweight, the two weights will
be more-or-less balanced, and a cable brake could more easily stop or slow the
fall.
[Total: 5]
Design: Design brief, specifications and constraints for a mine
shaft headgear (60 minutes)
Individual work
Sketch a whole headgear solution that might impress Platinum Stars. You should
mark your sketch with the approximate sizes for:
• the depth of the shaft,
• the carrying load of the skip and the mass of the counterweight,
• the approximate size of the winding drum,
• the approximate height of the headgear and the sheave wheel, and
• the approximate sizes of the mining cage and skip.
Note: You might have to do a bit of research on your own.
Write the design brief. Use the following questions to help you:
1. What is the opportunity you are tendering for? [½]
Platinum Stars has invited engineering companies to tender for a headgear
system that will help them collect samples of platinum from a new mine shaft.
2. What do you need to do to tender for this project? [½]
The engineering company needs to prepare a tender that shows the design,
specifications and cost of a headgear system that will meet latinum tars’
needs and brief.
3. Write the design brief. Start your paragraph with: [1]
We are going to design and make …
We are going to design and make a headgear system for Platinum Stars. The
headgear must be capable of lifting and lowering at least 10 tons of weight to
an underground depth of at least 500 m. The headgear must be strong, safe and
capable of working without breaking as long as the mine is in operation.
Write a list of specifications and constraints
4. Think about people: Write down at least two things that the mine winch
system must do for people. How should it help the mineworkers? What should it
do, or not do, for the local people who live near the mine? [1]
The mine headgear system must be safe and not put the lives of the miners
at risk. It must be constructed using local labour, so that jobs are created in
the community. It must not displace local communities. It must be built with
minimal disruption of people’s li es and minimal pollution.
5. Think about purpose: What is the headgear for? What must it do? How fast
must the cage and skip travel? How far? How much weight does it need to
carry? Write down at least two things about the purpose of this mine-winch
system. [1]
The mine headgear system must be able to lift at least 10 tons of ore from the
mine. The mine headgear system must be built with a cage for miners and a skip
to lift the ore.
The mine headgear system must have a winch that works with a counterweight
to ensure safety for miners and to lower the cost of the winch.
The mine headgear system must be able to lower the cages and skip to at least
500 m below the surface.
The winch system must be fast enough to efficiently lower miners and lift ore,
but not too fast that it becomes unsafe.
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6. Think about safety: What will happen if something goes wrong? What must your
system have to try to prevent things from going wrong? What things must your
system have to deal with emergencies when something does go wrong? Write
down at least two things that will help to ensure that your design is safe. [1]
The motor driving the winch must be tested to ensure that it is capable of
repeatedly lifting the weight (10 tons) it is required to lift.
The cable should have a braking mechanism to slow it down if the lift starts to
move too fast. There must be an emergency escape from the lift cage and a
ladder so that people can get out if the lift system breaks.
The skip and cages must be counterbalanced with a ten-ton counterweight.
The skip and cages must never be overloaded.
7. Think about the environment: Write down at least two things to help the
environment when you design and make this headgear system. [1]
The design and placing of the headgear and surrounding buildings must be done
in consultation with the community. Systems must be put in place to ensure that
no dust pollution occurs during mining.
8. Think about appearance: Do you think appearance matters when you design
something such as headgear? Can your head frame’s appearance help you to
win the tender? Write down at least two things about the way you want your
headgear to look. [1]
The headgear must be built to ensure safety standards, but it can be covered
with material a brick structure for instance to make it fit in with other
buildings in the area. Once again, the community must be included in this
process and must approve of the design.
9. Think about costs: What can you say about your costs for this project? Do
you want the most expensive and the best of everything, or the cheapest and
simplest, or something in-between? [1]
When designing and building a headgear system, the most important concern is
safety. Cheap material could be weaker. For some parts, like a reliable winch and
a strong cable, the strongest and safest materials should be used, even if they
are more expensive. The structure can be kept simple, as long as it is safe.
[Total: 8]
Next week
Next week, you will do Week 2 of your mini-PAT. You will form engineering
companies, evaluate ideas and choose the best idea. You will draw your solutions
and begin to prepare your company’s tender.
Week 2
Your company prepares a tender
This is the second week of the mini-PAT for mechanical systems in Grade 8.
During this week, you will form your own engineering company.
Then you will combine all of the ideas you came up with last week, and choose
one idea for your tender.
You will present this tender to the mining joint venture company, Platinum
Stars, later in this mini-PAT.
Platinum Stars will only accept tenders from companies. That means that you
cannot submit a tender as an individual person.
A company is formed when two or more people come together for business
reasons or goals.
Your business goal will be to do engineering work for Platinum Stars.
Form a company (20 minutes)
Team work
1. Choose your company partners by arranging yourselves into teams of 3 or 4
people. Write down the names of each company member. This list of names
will need to appear on your tender document. Also write your ID number next
to your name.
2. Write a mission statement: Write a few short sentences saying what your
company will do, how you will do it, who you will do it for, and why you think
you will be able to do it well. Start your sentence with the words:
‘We at Underground Mining Engineers aim to …
We at Underground Mining Engineers will design and build mine headgear for
the new shaft of Platinum Stars. The structure will be strong, and only the best
materials will be used where safety is concerned. It will have minimal visual and
environmental impact. We will involve the local community in decision-making,
use mostly local labour, and source building materials locally where available.
Our team of engineers will follow a design process to make sure that our client
receives an appropriate, reliable and cost-effective product.,
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Evaluate: Choose and combine the best ideas (40 minutes)
Combine your specifications and constraints
Team work
Look at the specifications and constraints that everyone in your team wrote down
last week. They won’t all be exactly the same. Make a new list that includes the
best of everyone’s specifications and constraints. Everyone in the team should
write this list in their workbooks.
1. Think about people: [1]
Ensure that the learners involve the local community in all aspects.
2. Think about purpose: [1]
The purposes that the learners must consider include the construction process
of the headgear, as well as the actual mining that will take place.
3. Think about safety: [1]
The safety aspects that the learners must include are: safety when building the
headgear; safety when mining (lowering and lifting miners); safety for the
community by restricting pollution, etc.
4. Think about the environment: [1]
The learners can refer to answer 3, and think about pollution that can occur
during the construction of the headgear. Will earth be moved in order to build
the headgear and its foundations? Will plants and animals be destroyed/killed?
Can erosion of bare soil occur? Will there be any harmful dust (or cement dust)
that can blow away? Will any chemicals be used that can pollute water? What
steps can be taken to reduce possible environmental damage?
5. Think about appearance: [1]
A metal structure can be ugly as it stands high above the surface. The
learners must think of ways that the structure can be camou aged. emind
them of cell phone towers that are camou aged to look like trees or other
structures. The learners can consider what buildings might already be in the
area and put a brick or plaster structure in front of the headgear system, or
they can simply consider painting the system to lessen the impact of the steel.
6. Think about costs: [1]
Costs and safety must be considered together. There must be no compromise
for the sake of reducing costs if that will result in safety risks.
Ask the learners to think about transport costs as well. Is the mine far
away from supply sources?
[Total: 6]
Combine your head frame and sheave wheel ideas
Individual work
Look at all the sketches that everyone in your team made last week of the head
frame and sheave wheel. Use your specifications and constraints and discuss
which combination of ideas will work best.
Note: You have already noticed the advantages of also using a second sheave
wheel and a counterweight. However, you do not have enough time for this
mini-PAT to design and make a model that also has a second sheave wheel and
a counterweight. So you have to design and make a model with only one sheave
wheel for this mini-PAT.
After you have completed this mini-PAT, you could make another improved
model at home, which uses a second sheave wheel and a counterweight. You do
not have to do that, and it will not be assessed. However, if it is an interesting
challenge to you and you have time to do it, then do it!
1. Now make a sketch of your company’s final design. [5]
Make: Draw your head frame (60 minutes)
Individual work
Look at Figure 5. It is an example of a working drawing for a small head frame
design.
This view shows:
• the size of the sheave wheel,
• the height of the sheave wheel, and
• the distance between the front and back legs.
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Figure 5: A working drawing of a head frame
Make a 2D drawing with dimensions
1. Draw your team’s design of a head frame on
squared grid paper. Use Figure 5 to help you.
Show all the dimensions for the main parts of your
head frame design.
Note: You may need to add triangulation to
make your structure stronger.
You don’t have to draw this to scale. [4]
Make a 2D scale drawing
2. Now use rulers and set squares to draw a more
accurate version of your company’s head frame
design. Use grid paper. Show dimensions.
[5]
Make a 3D isometric drawing
The picture in Figure 6 shows a 3D isometric view of
a head frame design. The drawing has been done on
isometric grid paper, using instruments such as rulers
and set squares.
This view shows all three dimensions of the
structure. You can see the sizes and the detail of the
height, width and length.
Figure 5 repeated
Scale:
Suggested scale for a small
head frame: 1 cm = 1 m.
Suggested scale for a larger
head frame: 1 cm = 2 m.
Isometric means equal
measure.
One little triangle in this grid,
represents 50 cm in each
direction of the real structure.
That means that a line that
crosses 10 triangles is
500 cm or 5 m long.
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Figure 6: A 3D isometric view of a head frame design
3. Make a 3D drawing of your own head frame on isometric grid paper. [6]
[Total: 15]
Week 3
Make: Make a list of materials and work out the
budget (30 minutes)
To win a tender, you will have to show that your design is going to be the best and
the best value for money. The table on the next page will help you to work out a
tender budget.
Individual work
Copy and complete the table on the next page.
Hints:
• Look at your head frame drawing. Calculate the total length of steel column you
will need for the legs of the head frame. Then enter the total length into the
Quantity Needed row of the table. Calculate the cost of the total length of steel
columns that you need to buy and enter the amount into the table.
• Calculate the total length of steel you will need for the cross braces and enter
this total into the table. Calculate the cost of the steel needed for bracing.
• Complete the rest of the table. Enter quantities you will need and calculate the
cost estimate for each item.
• Your project advisor says that you will need one project manager, two engineers,
four artisans, four semi-skilled workers and 12 unskilled workers on the project,
and that it will take six months to complete. Calculate the labour cost estimate
for each of these workers.
• Calculate the “subtotal” for each of the three cost categories, namely “steel for
the head frame”, “lift components” and “labour”.
• What will your total project cost be? Add up all of the subtotals of the different
cost categories to calculate the total project cost.
Mark allocation
• good estimates of materials quantities [1]
• correct calculation of labour quantities (person/hours) [1]
• calculations of cost estimate per item [2]
• calculation of subtotal and total project cost [1]
[Total: 5]
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Item cost per unit quantity needed cost estimate
Costs of steel for the head frame
steel column R500 per metre 200 m R 100 000
steel for cross
braces
R20 per metre 1 000 m R 20 000
Sub-total: Costs for steel frame R 120 000
Costs of lift components
sheave wheels R 150 000 1 R 150 000
winch and motor R 1 200 000 1 R 1 200 000
cable
R 100 per
metre 2 000 m R 200 000
cage and skip R 350 000 1 R 350 000
Sub-total: Costs of lift components R 1 900 000
Labour costs
project manager
R 30 000 per
month
1 person × 6 months
= 6 months
R 180 000
engineers
R 30 000 per
month
2 persons × 6 months
= 12 months
R 360 000
artisans
R 25 000 per
month
4 persons × 6 months
= 24 months
R 600 000
semi-skilled
workers
R 20 000 per
month
4 persons × 6 months
= 24 months
R 480 000
unskilled workers
R 12 000 per
month
12 persons × 6
months
= 72 months
R 864 000
Sub-total: Labour costs R 2 484 000
TOTAL PROJECT COST: R 4 504 000
Make a model head frame (30 minutes + 60 minutes)
Team work
Now it is time to make a model of your head gear. You will need to make several
different parts:
• the head frame with its sheave wheel,
• the mine winch, and
• the model lift.
In this activity, you will make the first part, the head frame.
Remember: Your teacher will watch you while you make your model to see how
well you:
• work as a team,
• measure and mark things properly,
• cut and join parts accurately and with the
correct tools,
• finish and decorate your model, and
• use safe working practices.
Not everything you try will work well. So don’t be
afraid to change your designs to improve them as you go along.
Make the steel columns
You can make your steel columns using cardboard. Look at Figure 7 to help you.
You can make round or rectangular columns depending on the former you use:
Figure 7: How to make the steel columns
Safety tips:
Never play with cutting tools.
Never point the sharp end at
someone else. Keep your tools
neat and clean and in good
working order. Do not spill glue
or leave the lid open as the
fumes are poisonous.
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• If you use a rectangular former, you will get a
channel. A strip of wood 2 cm × 1 cm will work
well for this.
• If you use a round former, you can make round
columns out of cardboard. A dowel that is 1 cm thick
works well for this.
1. Choose how you will make your columns and then
make all the pieces you will need for your model. Have another look at Figure 7
to help you. [1]
Make the cross braces
You can make cross braces by joining flat pieces of
corrugated cardboard together. You can use tape or
glue to join the flat pieces. Look at Figure 8 to help you.
Figure 8 shows three types of cross braces: angle irons,
T-beams and I-beams.
2. Decide which of these cross braces you need for
your head frame. Then make the cross braces
you need. You will use these cross braces and the
columns you made earlier to make a model of your
head frame. [2]
A former is a shape that can
be used to make tubes. For
example, when you wrap a
flat sheet over a rectangular
former, you make a tube with a
rectangular cross section.
Figure 8: Cross braces
Make flat frames
Look at Figure 9. This figure shows one side of a frame.
• T-Beams have been used to join the vertical and the sloping column.
• Cross bracing has been added to strengthen the lower half of the frame.
3. Carefully cut your T-beams to the right size and shape to fit neatly between the
columns. Then glue or tape them on. [2]
4. Cut your cross braces so that they can fit across the columns. Trim the ends so
that the outsides of the cross braces can be joined to the sides of the columns.
Remember that the cross braces has to fit neatly between the columns.
[2]
5. When you are happy with your first side frame, make the second in
exactly the same way. [1]
Join your side frames
6. Now make your head frame by joining your two side frames together. [2]
Figure 9: How to make one side of a frame
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Make a sheave wheel
Look at the pictures shown in Figure 10. They show two ways to make a model
sheave wheel:
• You can use a round cardboard box, such as the ones used to pack cheese
triangles.
• You can cut three circles from corrugated cardboard and sandwich them
together.
For both methods, a plastic straw has been used to make a bearing through the
middle of the wheel. This bearing will make the wheel turn easily on its axle or
shaft.
7. Make your own sheave wheel. Try to make it as close to the correct scale size as
you can. Use Figure 10 to help you. [1]
Figure 10: Two ways to make a model sheave wheel
Mount the sheave wheel on an axle and fit it to the frame
Your sheave wheel has to turn easily. It needs to have an axle passing through the
centre of the wheel. You can use a dowel stick, about 4 mm in diameter, or a long
nail (about 60 cm long) for your axle.
Look at the picture in Figure 11. A sheave wheel has been added to the top of a
head frame in the following way:
• The axle is taped onto the top of the head frame.
• The wheel, with a straw through its centre, can rotate freely on the axle.
• Extra pieces of straw have been added to keep the wheel in the centre of the axle.
8. Now add your sheave wheel to its head frame. Use Figure 11 to help you. [2]
Will your axle bend? Have a look at the axle supporting your wheel. This axle
will have to carry all the weight of the lift. Does it have enough support? If the
distance between the axle and the supports are too long, then it will bend and
might break.
If you need to, add extra supports for the axle at the top of the head frame.
Figure 11: How to add a sheave wheel to the top of a head frame
[Total: 13]
Next week
Next week, you will complete your mini-PAT. You will make a winch and a lift and
then you will present your tender.
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Week 4
Communicate a headgear tender
This week is the last week of your mini practical assessment task for mechanical
systems in Grade 8.
You will make your mine winch and add it to the head frame you completed last
week. Then you will add a lift, commonly called a cage, to your model.
After testing your system and adjusting it, you will collect all the work you have
done so far for this mini-PAT and use it to prepare a tender presentation to present
to the Platinum Stars Mining Company.
Figure 12: How to make a model mine winch
Complete your model: Make a winch and cage (20 minutes)
Do you remember investigating and making winches in Grade 7 Term 3
Chapter 15?
Look at Figure 12 again. It shows you how to make a model mine winch yourself.
• The winding drum for this mine winch was made from a toilet-roll cardboard
tube.
• The winch drum has been mounted inside a 2 ℓ plastic ice-cream tub. This will
be the winch house.
• This winch does not have a motor attached. Instead it uses a crank handle. But
if you have a motor, then you can connect a belt drive or a gear system to the
winch’s drive wheel instead.
Here are a few important things to remember when making a mine winch such as
this one.
• The drum has to turn when the crank handle is
turned. That means that the shaft that connects
the small wheel with the crank handle to the
winding drum must be tightly attached to the
drum, and to the small wheel. You can use glue
or tape to make sure that the shaft is firmly stuck
onto the drum and wheel.
• The shaft must be able to turn easily in the holes
on the sides of the ice-cream container.
• The rope or string must be firmly attached to the winding drum and it must not
be able to come off. Imagine what would happen to the lift cage if it did!
1. Make a winch drum of your own. Remember it must be able to lift and lower a
cage into the mine.
Will your cage be cylindrical or rectangular? Will one of these shapes work
better than the other? You can use a toilet paper tube for a cylindrical cage, or a
rectangular box for a rectangular cage. Tie your lift cage to the rope on the shaft
side of the sheave wheel. [2]
Test your head gear
With your cage and your winch attached to the
head frame, you now have a complete system.
Test your system to ensure that you can lift and
lower miners, and lift mined ore from a shaft
underground.
LB page 236 LB page 237
Shafts and axles:
The beam through the centre
of a wheel is called a shaft
when it turns with the wheel.
When the beam through the
centre of a wheel remains still
and the wheel rotates freely
around it, it is called an axle.
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Evaluate the head gear (10 minutes)
Evaluate your solution
Look at the model your team has made.
1. Do you think the head gear is suitable for transporting miners to a depth of
500 m underground, and for lifting mined rock samples from underground?
Explain your answer.
The learners must be confident that their models are good enough. Check that
the explanations match with the models they have built and question them on
their conclusions.
2. What have you done to ensure that your system will be safe?
It is important that they understand that safety is the most critical issue.
Some teams may have added a cable brake for in case the winch fails. They
may, for example, have used a washing peg to brake/pinch the string in an
emergency.
3. What have you done to make your headgear look good so that the community
will not complain about the mine ruining the area?
ake sure that the learners’ ideas are practical and could actually be implemented.
4. Do you think the environment will be damaged in any way by your structure?
The learners must be objective on this point. There will be damage to the
en ironment, but this must be kept to a minimum, and the benefits of the mine
to the community must be considered as well.
5. Why should the tender board choose your head gear?
Make sure that the learners refer back to their mission statement, as well as
their design briefs and constraints. They can use these to form a sales
statement that focuses on the benefits of their headgear.
6. Are there any things the tender board won’t like?
The learners must look at their designs critically and look again at the
opportunity they were given at the start. They must consider all the
aspects – including safety, community and environment – before they answer.
Present your solution to Platinum Stars (90 minutes)
Prepare your tender
1. Prepare a team presentation to the tender board of the Platinum Stars Mining
Company. Each member of your team should talk about one of the points
below:
• Your head frame ideas. This person should show the sketches and drawings
you did while designing your head frame.
• Your winch idea. This person should show the sketches and drawings you
did while designing your mine winch.
• The budget. This person should talk about the costs of making your
headgear.
• Why the tender board should choose your solution. This person should use
your 3D model to convince the tender board that your solution is the best.
Present your tender
2. Now present your tender bid to the tender board. [3]
Learners should be assessed individually on their part of the presentation.
Evaluate different tenders
3. While listening to other teams’ tender presentations, write down some of the
best points about their tenders.
Encourage the learners to be objective in this process, and to learn from
the other teams’ ideas. They should write down notes about what they thought
were good ideas in the other teams’ designs.
4. Which tender do you think should win? Explain your decision.
Remember: To be good at evaluating you must show that you can judge other
people’s work objectively. [1]
You should assess individual learners on how well they justify (give
reasons for their choice of a specific tender. ou can then get the class to ote
democratically on which tender should win. In the event of a tie, get the winning
teams to stand down, and the balance of the class to vote again.
[Total: 4]
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TERM 4
Chapter 17
Electrical systems
and control
In this chapter, you will learn how to make light bulbs light up by building electric circuits. You’ll
learn about circuit components, input and output devices, and control devices such as switches.
Finally, you will learn how to draw these components in circuit diagrams, using the correct
symbols.
17.1 Explore simple circuits .................................................................................... 302
17.2 Parallel connections: Two, three or more paths for current ................................. 307
17.3 Input, output and control devices in a circuit...................................................... 311
17.1 Explore simple circuits
In this section, learners investigate ways to make a bulb light up, and make predictions and
hypotheses about how circuits work.
They investigate the effect of connecting bulbs in series, and they should be able to qualitatively
express the relationship between the number of bulbs in series and the magnitude of the
current. From this relationship (i.e. as the number of bulbs increases, the current decreases),
they can infer that each bulb has resistance.
This first activity may seem like you are allowing the learners to play with bulbs and cells but this
is play with a purpose: learners need to try out their ideas and “get a feeling” for what the bulbs,
wires and cells do. As they get ideas and test them, they are making predictions about what will
work, and hypotheses about the rules for connecting a circuit. This predicting and hypothesizing
is informal and learners probably won’t put it into words, but it’s the kind of thinking that learners
need to do before they can understand formal explanations. So the “playing” is usually worth the
time you spend on it.
Perhaps the learners have done some of these activities in Natural Sciences, but you can’t
count on that – sometimes very little practical work was done in Natural Sciences.
Encourage learners to look inside the bulbs and see how the filament wire is connected. Ask
them how the current passes through the bulb and why the metal screw and solder knob must
be connected to different terminals of the cell. Let the learners try other conductors such as
keys, metal buckles on shoes, maths-instrument tins, and metal pencil sharpeners.
Essential background for the teacher: A more scientific explanation of current and
voltage
Do not try to explain this to learners at this point, unless some learners come to you with clever
questions that require a better explanation. The aim of the learner book activities in this chapter
is for learners to learn informally from hands-on experience, without having to try to make sense
of difficult scientific words and explanations.
The most important concept is the energy concept. The cell has chemicals in it that store
energy. When you create a closed-loop path of conductors (a complete or unbroken circuit),
the cell transfers some of the energy to the filament wire inside a bulb. The filament is made of
very thin tungsten wire; this is a medium-bad conductor and it gets very hot as current passes
through it.
The voltage marked on the cell (for example 1,5 volts) tells us how much energy the cell can
give to each unit of electric charge, so a battery made of two 1,5 V cells can give twice as
much energy to each unit of charge.
The current tells us how many charges per second passes a point in the circuit.
The voltage alone does not tell you how much current the cell will produce – the current also
depends on how much the circuit resists the movement of charges.
How do we know how big the current is? For now, we use the brightness of one bulb, the
“indicator bulb”, to show how big the current is.
If you connect bulbs in series, you can see that they all become dimmer each time you connect
another bulb. This is because the resistance in the whole circuit has increased, and so the
current has decreased everywhere, all around the circuit. It is also because the voltage drop
across each bulb becomes smaller as more bulbs are added in series. This is because the
potential difference provided by the battery is shared between the resistors (bulbs) in series.
(The voltmeter readings across the bulbs in series add up to the potential difference across the
battery.)
The brightness of a bulb depends on the rate at which electrical energy is transferred to it. This
depends on both the number of charges per second that passes through it (the current), and the
amount of energy that each charge transfers to it (the voltage drop across the bulb).
This chapter focuses only on the effect of resistors in series or parallel on the magnitude of the
current. The purpose is for learners to see experimentally how additional resistors in series or
parallel change the overall resistance of the circuit.
An important misconception that many learners may have
Many learners may think incorrectly that the bulbs go dim “because they have to share the
current”. They will agree with your words that the current has decreased, but when they agree,
they are seeing something different than you do – they think that the bulbs “use up” the current.
They think that each bulb gets a bit less current because the bulbs have to “share the current”.
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The same number of charges per second (the current) passes through all of the points in a
series circuit. But the total energy that each charge can transfer to resistors as it passes
through the whole circuit (the potential energy provided to each charge by the battery) is shared
between the resistors.
17.2 Parallel connections: Two, three or more
paths for current
In this section, learners investigate the effect of connecting more than one path for current
around a circuit. They should observe that the bulbs in parallel together allow a greater current
than when they are connected in series. They should also be able to recognize a short-circuit
connection, and identify it as a zero-resistance parallel path.
Here you can see the value of having an indicator bulb – as you add more bulbs in parallel,
the indicator bulb glows brighter, and shows that the total current from the battery increases.
Therefore, you decrease the overall resistance in the circuit as you add more resistors in
parallel!
In some old books, you might find the term “current divider” where the book is dealing with
resistors in parallel. We should avoid that term because dividing something usually means
you get smaller parts of it, but in a parallel circuit the current increases with every extra
bulb/resistor that you connect in parallel. (It would make more sense to talk about parallel
connections multiplying the current from the battery.) Rather say that the total current from the
battery splits, with each path getting some of the current. The path with the lowest resistance
will carry the biggest current and the path with the highest resistance will carry the smallest
current, of course. This situation can happen if the bulbs are not the same type and have
differing resistance.
The other way to have differing currents on each path is when there is a short circuit. You see
a short circuit in Figure 8. There are two paths, but one path (the orange-covered wire) has very
low resistance, and so:
• most of the current flows on that path, and
• the total current from the battery is very big, because the resistance is so low.
17.3 Input, output and control devices in a circuit
In this section, learners should be able to distinguish between input devices, control devices and
output devices. They also make a switch as an example of a control device. The learners should
also match the circuit symbols for these devices to the real components.
As in the previous two sections, energy is the important concept. The input to a circuit is energy
and the output from a circuit is energy. Within the circuit, energy is transferred from one part to
another part.
An electric circuit is an example of a system. A system is a set of parts that work together
so that a change to one part of the system causes changes in other parts of the system. For
example, changes in the chemicals in the cell cause changes in the bulb filament, which make
it white-hot. This idea of energy transfer in systems is a big idea in science and technology:
energy is passed on from one part to another part. Some of the energy does useful work and
some of it just heats up in the surroundings and does nothing useful.
A language problem with the terms “open circuit” and “closed circuit”, “open switch”
and “closed switch”
In some South African languages, people say, “open the light” (vula ugesi) meaning “switch
on the light”. Therefore, some learners have repeated difficulty remembering that to open a
circuit means to switch it off. If you don’t speak Zulu or Xhosa, you might not realise that the
terms “closed circuit” and “open circuit” are confusing to some of your learners. You could
use “complete the circuit” and “break the circuit” for a while, until the learners can use the new
words correctly.
Homework and revision:
You could build some real circuits and ask the learners to draw the circuit diagram for each one.
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Figure 1
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17.1 Explore simple circuits
Make bulbs light up LB p. 242
You need all the components (parts) shown in Figure 2 to do this activity.
Figure 2: Components to make an electric circuit
Divide into teams of four to six learners. Two teams can work together if there
is only one cell per team. Discuss the following in your teams, and do the
experiments:
• Find out how to connect the parts to make the bulb light up. Find three or more
ways to make the bulb light up.
• Touch the glowing bulb using your fingers. What does it feel like?
• Look inside the glass part of the bulb. Which part of the bulb gets hot?
• What happens when you connect two cells instead of one cell?
• How can you make the bulb flash on and off?
From this activity you found that a bulb will glow only if the wires touch it on
the screw contact and the solder knob at the bottom.
You found that you must connect metal parts to make a path from the knob of a
cell, through the bulb, and back to the flat end of a cell. This path is called a circuit.
The current will not flow if there is a gap in the path of the conductors.
An electric circuit is a complete path of conductors.
The cells cause a current of electricity to flow
around the circuit. The current will flow only if the
circuit has no breaks in it.
The cells provide the energy to make the electricity flow through the circuit, and
the electricity flowing through the “filament wire” inside the light bulb makes it
glow.
Cells use a chemical reaction to make electricity flow through a circuit. In
Chapter 9, you will learn more about the chemical reactions in a cell.
The voltage of a cell
The cells have a number, for instance “1,5 V”, printed on them. Find that number
on your cells. The number represents 1,5 volts. You say that the cell has a voltage of
1,5 volts.
When you connected two cells end-to-end you made
a two-cell battery with a voltage of 3 volts. The 3 volt
battery can give more energy to the bulb and so the
bulb will glow much brighter.
When two or more cells are
connected to provide electrical
current to a circuit, you call it
a battery of cells, or simply
a battery. You can also call a
single cell a battery.
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Connecting bulbs in series LB p. 244
For this activity, you will need the following:
• a battery made from three cells in series in
a cell holder (the cells must be fairly new),
• three bulbs in bulb holders,
• connecting wires,
• a push switch, and
• a small piece of paper with the words
“indicator bulb” on it.
Figure 3
1. Set up the circuit shown in Figure 3. Press the switch to make the bulb glow,
and notice how brightly it glows. This first bulb will be your indicator bulb.
If the indicator bulb is bright, the current is big.
If the indicator bulb is dim, the current is small.
You can make a simple cell
holder by rolling three cells in
a sheet of A4 paper. Put sticky-
tape on the rolled-up paper to
keep it in place and around the
ends of the battery. Push the
wires under the tape, to touch
the battery terminals.
You can make a push switch
from a piece of stiff plastic
and two metal paper-fasteners.
A push switch only makes
electrical contact while you
keep it pressed in.
2. Now connect another bulb in the circuit as shown in Figure 4.
Figure 4
3. Cover the new bulb with your hand and look only at the indicator bulb. The
indicator bulb is not as bright as before. What do you know about a current that
has to run through the two bulbs?
The same current flows through both bulbs. But the indicator bulb is glowing
dimmer than in the circuit in Figure 3. So the current is now smaller than it
was in the circuit in Figure 3.
4. Connect a third bulb to the circuit as shown in Figure 5.
Figure 5
5. Cover both new bulbs with your hand and look only at the indicator bulb. How
has the current changed?
The indicator bulb (as well as the other bulbs) is glowing even dimmer than in
the circuit in Figure 4. So the current is now even smaller than it was in the
circuit in Figure 4.
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Series connection LB p. 245
When we connect bulbs with only one path for the current, as in Figure 5, we say
that the bulbs are connected “in series”. The current must go through each bulb in
the row.
1. What will happen if you add a fourth bulb?
All the bulbs will glow more dimly than before.
2. If we add more bulbs to the circuit in series, the indicator bulb will glow more
dimly. Copy and complete the following sentence: This tells us that if we add
more resistance the current becomes smaller .
Resistance
The same battery can produce big and small currents. The current depends on the
resistance.
As we add more bulbs in series, the battery finds it harder to push current
around the circuit, and the current becomes smaller and smaller. The reason is
that the filament wire in each bulb has resistance. The bulbs have resistance and
therefore we say they are “resistors”.
The bigger the resistance, the smaller the current.
• Good conductors have low resistance, bad
conductors have high resistance. Examples of
good conductors are copper, gold, silver and
aluminium. They have low resistance.
• Examples of medium–bad conductors are
tungsten, graphite – the black substance in
your pencil – and nichrome. They do conduct
electricity, but not very well. The filament-wire in
a bulb is made of tungsten.
• Examples of very bad conductors are plastic,
glass and wood. They have such high resistance
that a battery cannot make any current flow
through them. We say they are good “insulators”.
The plastic covering on electrical wire is the
insulator for the wire.
Nichrome is an alloy (mix) of
nickel and chromium. It is often
used in electrical appliances in
heating elements, since it has
a high resistance.
17.2 Parallel connections: Two, three or more paths
for current
Figure 4 shows two light bulbs connected in series to make them light up. Connect
them again and try to remember how brightly the indicator light bulb glows.
Now connect another light bulb to that circuit, in the way shown in Figure 6
below.
Figure 6
For a start, cover the two bulbs on the left with your hand, and look only at the
indicator bulb on the right. It now glows more brightly than it did in the circuit in
Figure 4.
All the current provided by the cell passes through the red wire. But that current
is split between the two blue wires.
When resistors are connected in a circuit so the
current is split between the resistors, you say that
the resistors are connected in “parallel”.
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Connect three resistors in parallel LB p. 247
For this activity, you will need:
• a battery of 3 good cells,
• 4 bulbs in bulb holders,
• a push switch, and
• 8 connecting wires.
Look at the circuit in Figure 7.
Figure 7
1. How many paths for a current can you see? With your finger, follow the paths
for a current from the positive terminal of the battery through the bulbs, to the
negative terminal of the battery.
3 paths
2. Will the indicator bulb be as bright, brighter or dimmer than in Figure 6?
brighter
3. Test your idea. Make the circuit in Figure 6 and then add a bulb as in Figure 7.
4. Was your idea correct?
When you connect bulbs so that the current has two or more paths
to go through, you are connecting bulbs in parallel.
If you make more parallel paths for current, the battery can put out
more current.
This is the same as saying that if you add more paths in parallel,
then the resistance in the circuit becomes less.
Short circuits LB p. 248
Look at the circuit in Figure 8. Someone has made a mistake and connected the
orange wire from the terminal to the switch.
Figure 8
Find the orange wire. Does it have a bulb connected to
it?
This wire is a zero-resistance path for current. If you
press the switch, the battery will put out as much
current as it possibly can. It will do that because it
finds a zero-resistance path.
Almost all of the current supplied by the battery will
go through the orange wire, and only a very small
amount of current will go through the bulb.
The battery will put out its energy as fast as it possibly
can. Therefore, it will get hot and it will be “dead” or
“flat” in about 10 minutes.
The person’s mistake was to make a parallel path for a
current with the wire. We call that path a short circuit.
5. Why does the bulb not glow if you make a short circuit path?
Almost all of the current goes through the short circuit, which has almost no
resistance.
6. What happens to the wire forming the short circuit?
It gets hot due to the very big current flowing through it.
A short circuit is a parallel
path for current that has
almost zero resistance.
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7. Look at Figure 9. The bulb is glowing, but if you press the switch, the bulb stops
glowing. Explain the problem, and draw a picture on the next page to show how
you would connect the circuit in the correct way. The bulb should glow only
when you press the switch.
When you close the switch, the red wire at the bottom forms a short circuit
across the terminals of the cell.
The problem can be fixed by placing the switch in series with the bulb, instead
of in parallel as it is at the moment.
Figure 9
The switch should be in series with the bulb.
Why short circuits are dangerous
ESKOM supplies energy at 230 volts, which can make a heater red-hot. This is safe
in a heater, since only the resistor in the heater gets hot, and not the wires from
the plug. But if the insulation is broken on the wires, the wires may touch each
other and create a short circuit. The current will not go through the heater, but
take another path along the wires instead. The current will give off all of its energy
to the wires. Then the wires can become red-hot and set fire to something.
All electrical appliances must only be used in the way the manufacturer
recommends. Never attempt to fix a broken electrical appliance without expert
help, and always make sure that appliances are switched off, or even unplugged
when not in use.
17.3 Input, output and control devices in a circuit
An electrical circuit uses an input of electrical energy to provide an output of some
type of energy. Examples are described below:
• A light bulb uses the input of electrical energy provided by a battery to give the
output of light. You can say that a light bulb converts electrical energy into light
energy.
• The resistance wire or element in a kettle gives an output of heat energy.
• The loudspeaker of a radio converts energy into an output of sound energy.
• An electric motor gives an output of movement or kinetic energy.
We can use a systems diagram to describe an electrical circuit:
energy input ➱ control device ➱ energy output
Figure 10: Input devices
Figure 11: Output devices
Bulbs, heaters and other output devices have resistance. That means the electricity
loses energy as it passes through the device, and it transfers the energy to the
device. So a bulb is a resistor, and a heater element is also a resistor.
Output devices have resistance.
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Control devices
We want to switch circuits on and off, control how much energy output we get
from a circuit, or control how much current flows in certain parts of the circuit.
We can do this with the use of control devices. Examples of control devices are
switches, dimmer-switches and resistors.
You have seen a light-switch on the wall of a room. That type of switch is called
a “rocker switch”. A “push switch” is used for doorbells. It completes the circuit
only while you press it in. A “slide switch” is used for table lamps.
A “dimmer switch” lets you control the brightness of
the lights in a room. A dimmer switch uses a resistor
that allows you to control the current by twisting a
knob. This is called a variable resistor.
Some resistors are not variable, and they have a fixed (unchanging) resistance.
When you design a circuit, you can choose a resistor with the right amount of
resistance to control the current in a part of the circuit.
In Grade 9, you will learn about more types of control devices.
Figure 12: Control devices
Design and make a switch – different types of switches LB p. 251
A switch has a gap where the conductors do not make contact.
• When you press the switch, you complete the
circuit and the current can flow through. You
have closed the switch.
• When you move the switch to break the circuit,
you have opened the switch.
For this activity, you will need:
• a circuit with a battery,
To “vary” means to change, so
this device is called a variable
resistor.
To switch on a circuit, you
close the switch. To switch off
a circuit, you open the switch.
• an output device such as a bulb, beeper or motor, and
• the materials and tools you need to make a switch.
1. Design and make your switch.
2. Test your switch.
Different switches can work in different ways, for example the switch can:
• close only while you press it,
• close and stay closed even after you remove your hand,
• close when somebody lifts up a heavy object,
• close when somebody opens a door, or
• close after a certain number of minutes.
3. Look at the ideas for switches in Figure 13. Explain how each one will work.
(a) Switch A:
This switch closes when you step on it or put a weight on it, and opens when you
lift your foot or the weight.
(b) Switch B:
This switch closes when you move the paper clip to make contact with the other
side of the switch. Once it is closed, it stays closed until you move it again to
open it.
(c) Switch C:
This switch closes when you press on it, but opens again when you stop pressing
on it.
(d) Switch D:
This switch closes when you put a coin in it, and opens again when you take the
coin out.
(e) Switch E:
This switch closes when you remove the magnet, since the springy metal plate on
the left returns to its normal horizontal position. When you place the magnet on
top of the switch, the magnetic force bends the springy metal plate up so that
the switch is open.
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Figure 13: More ideas for making switches
The symbols used to draw circuit diagrams LB p. 252
After you have worked with real electric circuits, you can start drawing them with
symbols instead of trying to draw what the circuit really looks like. Engineers,
scientists and technicians mostly use symbols and diagrams.
A list of symbols for different electrical components is given on the following
two pages. In Grade 9, you will learn the symbols for even more components.
Picture of the part Symbol for the part Name of the part
Input devices
A single cell: These cells
usually give 1,5 volts.
A battery of three cells in
series, usually giving
4,5 volts.
A generator converts
rotational movement
into electricity, by using a
magnet and coils of copper
wire.
A photo-voltaic cell: This
input device changes light
energy into electricity.
Any good conductor:
Usually it is a wire or copper
strip, but a fork or a coin
could also be a conductor.
Control devices
a switch
A resistor: This can be made from
nichrome wire that is a weak
conductor, or from graphite as in a
“carbon resistor”.
A variable resistor: Dimmer switches
are variable resistors. The picture
of the bottom of a variable resistor
shows the coiled resistance wire
inside it.
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Output devices
A bulb, also called a lamp: Bulbs are
also resistors.
A heater: The resistance wire in
a heater gets hot when electrical
current flows throw it.
A buzzer or a beeper produces sound
as an output.
An electric motor: It converts
electrical energy into rotational
movement. It is similar to a generator,
but works in reverse.
Homework: Revision LB p. 254
1. Draw the circuit diagram for Figure 4.
2. Draw the circuit diagram for Figure 6, but show a beeper connected in parallel
with a bulb instead of two bulbs in parallel.
Next week
Next week, you will learn about different energy sources that people use to provide
them with heat and light.
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Chapter 18
Energy supply for the
people
In Chapter 17, you learnt about electrical circuits and electrical components. You also learnt
about symbols that are used internationally to draw diagrams for these circuits.
In this chapter, you will learn more about the practical aspects of electricity and how it affects
people, particularly in informal settlements and rural areas. You will learn what different sources
of energy are used for heating, lighting and cooking, and how illegal electricity connections
cause problems for the country.
Lastly, you will discuss how our country needs to provide access to electricity for households,
industries and buildings such as schools and hospitals. You will write a report on this topic.
18.1 Energy usage in rural and informal settlements....................................................322
18.2 Unsafe and illegal electricity connections ............................................................329
18.3 Sharing electricity fairly......................................................................................332
Figure 1: Pylons that carry the country’s main electricity supply
This chapter provides learners with:
• a short account of the history of electricity provision to the public in South Africa,
• an outline of the historic evolution of energy usage and provision among rural and urban
communities in South Africa,
• a description of the present problem of electricity theft, and
• an opportunity to consider issues related to the equitable provision of electricity and related
social and economic priorities.
Learners are expected to:
• read and understand the sections that outline the nature and evolution of energy usage in
South African communities,
• understand, discuss and debate issues related to the fair distribution of energy within the
broader social and economic framework of South African society, and
• write a short, well-reasoned defence of their position on the matter of the fair distribution of
electricity.
18.1 Energy usage in rural and informal
settlements
and
18.2 Unsafe and illegal electricity connections
Sections 18.1 and 18.2 focus on how rural and urban households in South Africa have always
depended on energy resources (of many kinds) to provide the energy needed to cook food,
provide warmth and provide for other needs. They also show how (as technology has advanced
and government policy has changed) electrical energy has replaced many of the earlier energy
sources that households depended on.
This background information is needed for the tasks that follow in Section 18.3.
You should manage these sections as follows:
• Both sections 18.1 and 18.2 should be completed in the first 30-minute lesson. This is
to leave 90 minutes for section 18.3, which will involve critical thinking and debate. The
activities in Section 18.3 will need much time to be done properly.
• Ask learners to complete the reading of Sections 18.1 and 18.2 before the first lesson. They
should come to class with notes that outline the main themes covered in these sections.
• Spend no more than 5 minutes of the first lesson providing an introduction. Then use the
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• Allocate one of these sectors to each learner in the class. Do not let learners choose their
sectors themselves. This is to save time, as well as so that learners will get experience in
arguing from the point of view of someone other than themselves. This will create teams of
about three or four learners per sector.
• Learners then work in their teams to identify facts that support the argument about why their
sector should be prioritised in the provision of electricity.
2. During the last 60 minutes:
• Give each team 5 minutes to present the facts that support their argument about why their
sector should be seen as a priority for the allocation of electricity. During their 5-minute
presentation, each member should present different facts and information to support their
claim.
Figure 2
remainder of the lesson to develop the main content themes by carefully questioning the
learners. The aim should be to ensure that each learner concentrates on contributing to a
general understanding of the content covered.
• Learners should submit their notes, as well as their answers to questions, to you at the end
of the lesson. You should read and give feedback on the quality of their notes and answers.
You should hand learners’ notes and answers, including the feedback, back to learners the
day before starting section 18.3 in class. This is to give learners opportunity to reflect on
their work and the feedback before they start with the Section 18.3 lesson.
• As part of the feedback, give learners marks based on how comprehensively they have
analysed the material and identified the themes. Set a high standard for this work. Learners
should always submit written work that makes sense to another reader. It is not acceptable
for learners to say that the notes were made for their own use and so justify incomplete,
illegible or poorly structured work. The same standard will apply to the way learners
participate in the class discussion in section 18.3. The aim is that there will be fruitful
argument, so learners need to give reasons for their statements, and do so in a way that
other learners can understand.
18.3 Sharing electricity fairly
This section requires that learners see electricity provision from the viewpoint of a number of
different but interrelated sectors of society: households, state utilities (that provide transport,
water, roads etc.), mines, factories, state services (schools, universities, hospitals etc.), and
others.
It therefore demands that learners objectively consider the needs of different energy users,
compare them, and develop credible arguments regarding the fair distribution of electricity.
Within a week of the conclusion of this chapter, each learner should produce a written report
on the argument they presented during the class discussion. In addition to providing a written
record of their arguments, the written report will also provide evidence of how well learners have
listened to and understood the arguments of other learners.
An alternative way to structure the class discussion
If the class is very big, and/or if learners are not yet experienced with taking part in a debate,
you could give more structure to the class discussion in the following way.
1. During the first 30 minutes:
• Identify 10 sectors of society that compete for electricity from the South African grid. For
example, railways and airports, hospitals and emergency services, educational institutions,
factories, shops, mines, government and municipal offices, and homes.
• Ask learners to indicate briefly one important reason why each sector may consider that they
have more reason to “deserve” electricity than others do.
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18.1 Energy usage in rural and informal settlements
Before electricity: Clever ways of finding and using energy
In earlier times, before the introduction of electricity, communities made clever
plans to get light and heat – aspects of life that modern humans, entirely
dependent on various forms of electricity, simply take for granted. Let’s see
what communities in our country used for fuel and lighting before the advent of
electricity.
African smiths discovered how to produce high temperatures in their village
furnaces by burning wood. In these furnaces, they manufactured steel for
weapons and implements. The furnaces date back over 2 000 years. Wood from the
indigenous acacia robusta tree, which is particularly hard and therefore smoulders
when it is lit, was used in these Iron-age furnaces. The same wood was also used
for cooking fires and for lighting purposes.
Early “ovens” that were created by digging large holes and lining them with dung
and other heat-retaining substances, were also used thousands of years ago.
Figure 3: A pit fire
Energy for heating, lighting and cooking in rural
and informal settlements in the late twentieth century
Electricity was introduced in the country early in the twentieth century, but
was mainly allocated to cities and industrial areas. As the century progressed,
electricity reached more populated areas, but rural and informal settlements were
still mostly not connected. As late as 1994, only 1% of rural households had access
to electricity! Other methods had to be used.
Heating
Coal and charcoal were the fuels mainly used for heating in the absence of
firewood. Wood was cheaper than coal, but it was harder to obtain because the
areas around the settlements had been stripped by earlier inhabitants.
Another source of energy was gas, but this was also expensive, and needed
special equipment such as gas bottles and factory-made gass burners to heat the
houses and shacks.
Paraffin was another popular source of energy because it was easy to obtain and
the heaters that burnt paraffin could be bought quite cheaply. But paraffin has
safety concerns, which you will look at later in this chapter.
Lighting
Lighting is a necessity in daily life. Imagine trying to do your homework in the
dark! By 1994, candles were still the main source of lighting in rural areas. Eighty-
two per cent of rural households relied on candles to provide lighting after dark.
Lights using paraffin as a fuel source made up most of the balance – nearly 17%
of the households. People who used gas for cooking could also use the gas for
lighting, and a few households relied on their wood and coal fires to provide light.
Gas, wood and coal were not very efficient.
A very small number of people could use electricity, almost less than 1% of the
population of informal settlements.
Cooking
Paraffin was the fuel mostly used for cooking in informal settlements; over 90%
of the people used paraffin cookers. Wood-burning and coal-burning stoves were
used by almost all of the other households, with gas only occasionally being used
for cooking.
Even though some areas were supplied with electricity, less than half of these
people used it to cook. Stoves and electrical appliances were too expensive for
most people living in informal settlements.
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Figure 4: A paraffin stove
Fire risks due to open fires as a source of energy
Open flames are always dangerous. Informal settlement houses are normally
built from materials that burn easily, and the shacks and houses are often built
very close together. People without electricity who are forced to use fire for
heating, lighting and cooking have to be extremely careful. Carelessness can cause
major fires. When a major fire occurs, emergency services have difficulty putting
it out since there are no access roads for their fire engines or water points for their
hoses. But due to the lack of basic services, such as electricity, people opt for the
use of alternative, often dangerous, energy sources out of necessity.
A rural settlement is far away from any towns, cities or
big industries, such as mines. An informal settlement
consists of temporary houses for people who moved closer
to a town, city or industry, usually to find work.
Rural settlements are often far away from power stations,
as well as from towns and cities where there are already
electricity transmission lines. It is expensive to build
electricity transmission lines to far-away places. It also
takes times to plan and build them.
Some people in rural settlements cannot afford to pay for
electricity.
Informal settlements are usually built very quickly and
without planning, so there is no time to plan or build
electricity transmission lines before the people move
there.
Some people in informal settlements cannot afford to pay
for electricity either.
Questions about energy supply LB p. 261
1. Imagine you were put in charge of changing the way electricity is supplied to
benefit the population of the country.
(a) Looking at the percentages of the population that had an electricity supply,
what would your main goal be?
To give more people access to electricity.
(b) Which section of the population do you think needs the most attention?
rural and informal households
(c) Write four or five things that you will investigate before you decide to supply
a rural or informal settlement with electricity for the first time.
For example: I would investigate the safety aspects of allocating
electricity to informal settlements.
More examples:
I would investigate the cost of setting up power transmission lines to rural areas.
I would investigate how much money people in rural and informal households,
without electricity, are spending on other forms of energy such as coal,
paraffin and candles. This information will give me an idea of how much
people in those households can pay for electricity.
The present: Energy for all South Africans
The South African government announced its policy to provide free basic services
to the poor in 2000, the main areas of focus being free basic water, sanitation and
power supply.
Electricity is generally cheaper than traditional forms of energy such as coal,
paraffin, candles and wood. Even if the direct cost of electricity is not cheaper than
the direct cost of wood, the indirect savings or advantages need to be taken into
account. For example, members of a rural family could spend hours gathering and
chopping firewood, hours that could be spent doing something else if they had
electricity.
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For the government to achieve their aim, about
210 000 households a year are being connected to the
national grid and another 10 000 a year are supplied
with renewable energy.
Of the 12,8 million households that are electrified in
South Africa, about 52 000, mostly in rural areas, are
being supplied by basic solar power. This is when
the sun’s energy is gathered to charge batteries that
are then used to power appliances.
By 2013, 85% of the country had been given access to electricity. In 1994, only 37%
of the country had electrical power, so it can be said that the government’s policy
is effective.
The government is also encouraging poorer people to get connected to the
electricity system by offering an amount of free electricity. This is currently
50 kWh per household, per month.
Investigate: Energy resources LB p. 262
Figure 5: An informal community with an electrical supply. Notice the control boxes at the top of the poles.
They control how much electricity each household uses and have a built-in safety mechanism for when
there is a short circuit.
The electricity network across
South Africa is called the
national grid. It includes
power stations, power lines
and substations.
Renewable energy is energy
that comes from resources
that will not run out. The
sun and wind are the most
common sources of renewable
energy.
Andile lives here. He plans to be an engineer and wants to find out what the
people in his community need. He already knows the following:
• The people in this community pay for energy when they use vehicles such as
cars, buses and taxis. These vehicles use petrol or diesel as an energy resource.
• The people also pay for energy when they buy food to eat. Food is the energy
resource human bodies need to function.
Now he wants to ask them about the energy they use for heating their homes in
winter, for cooking food and boiling water, and for light at night.
He separates the energy resources from the systems they use. For example, paraffin
is an energy resource that can be used in different systems: paraffin stoves,
paraffin heaters, paraffin lamps, and even fridges that work with paraffin.
Help Andile get his questionnaire ready: Individual work
Copy and complete the table below and on the next page by writing what you
expect people living in different households will tell you about the different energy
resources they use and the different systems they use them in. The first table is
for households that do not have electricity, and the second table is for households
that do have electricity.
You will find pictures of systems that use energy resources in Chapter 17 and in
this chapter.
Households without electricity
I think that people
will tell us about
these ENERGY
RESOURCES:
I think we will hear about
these SYSTEMS and USES
of the energy resources:
DISADVANTAGES or RISKS
of using these energy
resources:
paraffin lamps, stove, heater,
fridge
This can easily cause
fires because it is a liquid
fuel that can spill. It also
releases smoke when it
burns.
coal stove very thick smoke
wood stove, fireplace, braai smoke, environmental
damage when too many trees
are cut down
candle often used for light It can cause fires if it falls
over and there is nobody
watching it.
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batteries torch, cell phone, radio,
television, car
It pollutes the
environment when thrown
away.
gas gas heater, gas stove, gas
lamp
It can cause fires if it is not
installed safely.
sunlight People only do certain
types of work and
activities during the day,
while there is light.
none
Households with electricity
I think that people
will tell us about
these ENERGY
RESOURCES:
I think we will hear
about these SYSTEMS
and USES of the energy
resources:
DISADVANTAGES or RISKS
of using these energy
resources:
paraffin not used
coal not used
wood fireplace, braai smoke, environmental
damage when too many
trees are cut down
candles These are sometimes
used for light when the
electricity supply is
cut off or to create an
atmosphere.
t can cause fires if it falls
over and there is nobody
watching it.
electricity that is not
supplied by batteries
lights, stove, fridge,
radio, television, heater,
food blender, electrical
tools, computer, battery
charger
Electrical energy can
physically shock people, and
it can cause fires if the
wiring is not done properly.
batteries torch, cell phone, car It pollutes the environment
when thrown away.
gas sometimes used for
stoves and heaters
t can cause fires if it is
not installed correctly.
sunlight People use sunlight during
the day, but they can also
do many things at night
since they have electrical
lights.
none
18.2 Unsafe and illegal electricity connections
ESKOM and other companies generate (make) electricity and supply it to users
through long wires called power lines. The users include shops, factories, mines
or people who live in flats, shacks or houses. The users connect to the big power
lines through thinner cables that go through metering boxes. The metering boxes
measure the amount of energy used.
Figure 6: A meter that measures legal electricity usage
Figure 7: Illegal electricity connections in an informal settlement. Notice that there is no control box at the
top of the pole for measuring electricity usage or for cutting off the electricity in case of a short circuit.
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The electricity company needs money to buy coal, new generators, to pay the
people that maintain the generators, and for building and maintaining power
lines. This is why we have to pay for electricity.
Electricity is not a cheap energy resource, which is why some people make illegal
connections. Look at Figure 7. You can see the wires people have connected to an
electricity pylon. These are illegal connections; the word “illegal” means “against
the law”.
The law says that only a qualified electrician can connect a building to the main
electricity supply from the municipality, which is called “the mains”. The mains
supply electricity with an energy level of about 220 volts. This much energy is
enough to kill you. This means poorly connected wires can really hurt someone
and cause a short circuit that could start a fire. You learnt about short circuits in
Chapter 17.
Electricians have been trained to make proper and safe connections, and know
how to connect the mains to the metering box. However, there are people who
think they know how to work with electricity, and they connect wires to the
mains on their own. Since this is illegal, they don’t connect a metering box. They
will often use bare wire, without any insulation, that hangs in trees or lies on the
ground. They leave wires where they can easily come into contact with corrugated
zinc-iron walls and roofs, or zinc-iron gates and fences, or metal window-frames.
They forget or don’t know that all these metal objects can become conductors that
will carry 220 volts of electricity if they come into contact with the illegal live wires
from the mains. These connections can easily cause short circuits that often cause
fires in shacks and houses.
The price of stolen electricity LB p. 266
Figure 8: An electrical substation. These are often targeted by electricity thieves.
Illegal connections are dangerous, and cost the whole country money! How does
electricity theft affect the following groups of people, and what actions can they
take to help stop this crime?
This is a discussion task. Work in groups of three or four.
1. The community:
(a) How are they affected by electricity theft?
earners’ own suggestions.
(b) What actions can they take to help prevent electricity theft?
earners’ own suggestions.
2. Schools:
(a) How are they affected by electricity theft?
earners’ own suggestions.
(b) What actions can they take to help prevent electricity theft?
earners’ own suggestions.
3. The government:
(a) How are they affected by electricity theft?
earners’ own suggestions.
(b) What actions can they take to help prevent electricity theft?
earners’ own suggestions.
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18.3 Sharing electricity fairly
In section 18.1, you learnt how South Africa’s government is improving the
electricity supply so that more people can have access to electricity in their
homes.
Electricity has to be generated by ESKOM, and they not only have to supply
individual households, but also tend to the whole country’s electricity needs. As
you know, some systems are targeted by thieves, such as street lights and traffic
lights. These are municipal systems. Who else requires electricity?
Consumers of electricity LB p. 267
Copy and complete the table below. Work with a classmate on this exercise.
• Try to think of every situation where electricity is required by users in South
Africa.
• Think about transport, manufacturing and private users.
• Think about “hidden situations” where electricity is used, such as pumping
water to households.
• Does your school use electricity?
Examples are given below to guide you.
User Item
Railways Electrical trains
Stations
Hospitals Lighting
Machines
Factories
Mines
Shops
As a class, discuss the sharing of resources in the country. Use your lists to discuss
the following points. Appoint someone to make notes on the blackboard. These are
some of the topics you need to cover, but you must discuss the use of electricity in
depth, so add other discussion points as they arise:
• Who do you think is the greatest user of electricity in the country?
• Which group of people need electricity the most? (For example, do you think
factories are more important than households?)
• Do you think that the supply of electricity affects job creation in South Africa?
• Who would suffer the most if there was a power failure for a long period of
time?
• Are informal settlements ready for electricity supply?
• What steps should be taken against people who steal electricity by using illegal
connections?
• What safe alternative energy sources do you think can be used where national
grid electricity is not available?
During and at the end of the discussion, make notes based on the points the
class has raised. You can use these notes as references to help you in the next
section.
Write a report on electricity usage in South Africa
Write a report on what you have learnt about electricity usage in the country. In
this report, you should comment on the following topics:
• How does the availability of electricity influence the type of appliances people
use in their households? Do people in households that don’t have electricity
have the same kind of appliances as people who do have electricity?
• How are rural and informal settlements disadvantaged by their lack of access to
electricity?
• What is the impact of electricity theft and what can be done to prevent this
crime?
Next week
In the next chapter you, will learn about batteries and photovoltaic cells.
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19.1 Electrochemical cells and batteries........................................................................ 337
19.2 Rechargeable batteries......................................................................................... 341
19.3 Photovoltaic cells ................................................................................................. 344
Figure 1: Different appliances that use electrochemical cells or batteries of cells.
One of these appliances also uses a photovoltaic cell. Can you tell which one?
Materials and tools required for this chapter:
Each team of three to four learners should have the following:
two 5-cent coins or pieces of copper of about the same size,
a galvanised metal washer, which is a disc with a hole in the middle,
a piece of cloth or cardboard about the same size or slightly smaller than the 5-cent coin,
a piece of cooking foil, about the size of two fingers next to each other, and
sticky tape.
The teacher needs two sets of the following:
a voltmeter or multimeter,
a bowl of salty water – 1 teaspoon of salt to 100 ml of water,
a light bulb,
a beeper that will work at 3 volts, and
six crocodile-clip wires, three insulated with red plastic and three with black plastic.
19.1 Electrochemical cells and batteries
What is inside a cell?
In this section, learners interpret cutaway diagrams of two kinds of cells, and identify parts
of each cell. Then teams of learners make a simple cell and show that it gives a voltage. The
teams then connect their cells in series and make a battery that can produce a sound from a
beeper or make a light bulb glow.
You can open a cell, to show learners what’s inside. You should cut the cell from top to bottom,
as the figures show. The cheaper type of cell (zinc and carbon) is fairly, easy to open. It usually
has a cardboard or plastic cover, and when you take this off, you find a casing that is made of
zinc. Zinc is not hard and you can cut it with a knife. Hold the cell down on a table and be careful
that the knife does not slip. (Do not let learners do this!) Work on a large sheet of plastic or
layers of newspaper because the chemicals inside are messy.
Make a cell and a battery
When the learners have made their single cell, connect your voltmeter with the red lead on the
copper and the black lead on the aluminium foil (the zinc is laying on the aluminium foil, which is
a conductor, so you are measuring the voltage between the copper and zinc).
It is fun to connect all the learners’ single cells in series into a battery. With 6 cells as shown
in the figure, you should be able to get a voltage of over 5 volts. However, the current is very
small, because the surface area on which the chemical reactions happens, is small. Luckily,
the beeper works on a very small current and the high-pitched sound is a good indication to the
class that the battery is working.
You could also connect the single cells in parallel, meaning that all the zinc washers lie on
the same sheet of aluminium foil, and all the copper coins are connected by another sheet of
aluminium. Then, the voltage will only be about 1 volt, but you can draw a bigger current from
this kind of battery.
Does the size of a cell make a difference?
A small AAA-size cell and a big D-size cell give the same (maximum) voltage of 1,5 V. So why
would you ever need a bigger D-cell if a smaller AAA-cell will do the job? There are two reasons:
a) A bigger cell can produce a bigger maximum current than a smaller cell. This is because a
Chapter 19
Electrochemical cells
and batteries
CHAPTER 19: ELECTROCHEMICAL CELLS AND BATTERIES 335
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CHAPTER 19: ELECTROCHEMICAL CELLS AND BATTERIES 337
bigger cell has more surface area inside it on which chemical reactions can happen, so that
electrical energy can be released quicker. Another way to say this, is that a bigger cell has a
smaller internal resistance, so it is possible for a bigger current to flow (because the sum of the
resistances in the circuit as well as inside the cell is smaller).
b) A bigger cell can supply a certain current for a longer time, before the cell becomes “flat” or
“dead”. This is because a bigger cell contains a greater amount of the chemicals that react to
generate electrical energy.
19.2 Rechargeable batteries
In this section, learners interpret a cutaway diagram of a car battery and answer questions
about the functioning of the battery. They then compare the voltage and current they can get
from cells in series and cells in parallel.
Most learners will know that cell phone batteries need to be recharged every few days, so this
is a good point to start at with them. You can also buy AA-size cells that you can recharge using
the ESKOM mains or photovoltaic cells that transfer energy from the sun.
19.3 Photovoltaic cells
Learners read an explanation of how photovoltaic cells work, and then answer questions about
the applications of photovoltaic cells.
Finally, learners answer questions that cover the whole chapter.
If some learners want to try making a cell using a lemon or a potato at home, give them the
following advice:
• You won’t get a torch bulb to glow with a lemon cell or a potato cell, but you should get an
LED to glow.
• If you can’t get a glow with one cell, try two or three lemon- or potato cells in series.
• Remember that the LED must be connected the correct way round – the long leg must be
connected to the positive terminal, which is the copper rod or wire.
• The big screws that you see in the lemon and the potato are zinc-coated screws, not steel
screws and not brass screws. The zinc metal (Zn) gives up electrons more easily than iron or
steel (Fe), and that is why it works better than iron.
The activity on making a cell and a battery (pages 272–273) is based on the work of Alessandro
Volta, in about 1799. He was the first person to build a battery and create a steady flow of
electricity. Up to that time, everyone who worked with electricity could only generate static
electric charges. After Volta announced his discovery, people all over the world began to make
batteries and do experiments with electric current.
You could show your class videos about his work. You can see one such video at this link:
https://www.youtube.com/watch?v=edMN7P5oCaY
19.1 Electrochemical cells and batteries
In Chapter 17, you used cells such as the one in Figure 2 below.
Figure 2
The cells have a positive terminal and a negative terminal. The positive terminal
is the knob on the top of the cell and the negative terminal is the flat end of the
cell. The terminals are marked + for positive and – for negative. Find the + and –
marks on the cell or battery you have.
The voltage of a cell is also shown on it. Find the number on the cell or battery
you have. It will be 1,5 V or 9 V. The voltage is the amount of energy that the cell
can give to the electricity.
In Natural Sciences this year, you will learn about chemical reactions. An
“electrochemical cell” uses chemical reactions between substances inside the cell
to produce electrical energy.
What is inside a cell? LB p. 270
You can buy two types of electrochemical cells. The pictures below are called
“cut-away diagrams”. The cell is drawn as if the outer covering has been cut away
to show you the inside.
Figure 3: A zinc-carbon cell
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Figure 4: An alkaline cell
The zinc-carbon cell in Figure 3 is a less expensive
kind of cell that does not last as long as an alkaline
cell. Both types of cells have a “positive electrode” and
a “negative electrode”, and these electrodes are in a
syrupy substance called an “electrolyte paste.”
In the zinc-carbon cell, the negative electrode is made of zinc metal. This zinc
has been shaped into the casing that contains the paste of electrolyte. Outside the
zinc casing is a thin steel casing, which prevents you from seeing the zinc.
1. Which part of the zinc-carbon cell is the positive electrode?
the carbon rod
In the alkaline cell in Figure 4, the steel casing is the positive electrode. The knob
on the top of the cell is part of the casing. The casing is usually wrapped in plastic,
except for the knob at the top.
2. Which part of the alkaline cell is the negative electrode?
the conducting rod
The electrolyte in the alkaline
cell contains potassium
hydroxide, which is an alkali.
This is the reason for the name
of the cell.
Make a cell and a battery LB p. 272
This activity has two parts. First, each
team in the class will make one cell.
Then all the teams will connect their
cells to make a battery and light a light
bulb.
Each team needs:
• two 5-cent coins or pieces of copper of about the same size,
• a galvanised metal washer, which is a disc with
a hole in the middle,
• a piece of cloth or cardboard about the same size
or slightly smaller than the 5-cent coin, soaked in salty water,
• a piece of cooking foil, about the size of two fingers next to each other, and
• sticky tape.
Your teacher needs:
• a voltmeter or multimeter,
• a bowl of salty water – 1 teaspoon of salt to 100 ml of water,
• a light bulb,
• a beeper that will work at 3 volts, and
• six crocodile-clip wires, three insulated with red plastic and three with black
plastic.
Part 1: Make your cell
• Fold the cooking foil lengthwise, so that you have a long piece that is double in
thickness. Put it on the table. The foil is made of aluminium, which is a good
conductor.
• Squeeze the salty water out of the cloth.
• Next, put the zinc washer on the foil, put the wet cloth on the washer, and put
the copper coin on top of the wet cloth.
• The cloth must not hang over the zinc washer, and the salt water must not run
down the sides of the coin and washer. If this happens, it will create a short
circuit between the copper and zinc, which you don’t want.
The zinc washer is your negative electrode, the copper coin is your positive
electrode, and the salt water is your electrolyte.
Now you have made a cell. The cooking foil is the negative terminal where you
can connect the voltmeter.
Figure 5: A home-made cell
Galvanised means it’s coated
with zinc.
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Call your teacher to measure the voltage!
The voltmeter will show a voltage of slightly less than 1 volt between the copper
and the zinc.
Part 2: Make a battery
Each team should bring their cells to the front table and connect the cells as seen
in Figure 6 below.
You will connect six cells, but Figure 6 only shows four cells, to make the picture
easier to understand.
Figure 6: Connecting cells in series to make a battery
You have two 5-cent coins. The first one is the positive electrode of the cell, and
the second 5-cent coin is there to press the foil down on the first coin to make
good contact.
Use sticky tape to hold the cooking foil down on the table, and connect wires to
the ends. The ends of the foil are your terminals.
Your teacher will measure the voltage of the whole
battery. With six cells, the voltage of the battery will be
about 6 volts or slightly less.
Now connect a light bulb to the positive and negative
terminals of the battery. Does the light bulb glow?
Connect a beeper to the positive and negative terminals. Remember to connect
the red wire to the positive terminal. Can you hear it beep?
1. What are the two different metals used for the positive and negative electrodes?
copper for the positive electrode; zinc for the negative electrode
2. How is the voltage of the battery different from the voltage of one cell?
The voltage of the battery is bigger than that of one cell. It is more or less
equal to the voltage of one cell multiplied by the number of cells in the battery.
Batteries do not provide the full amount of volts
Before you connect the bulb or beeper, the battery has energy but it is not
producing a current, and its voltage is about 5,8 V. As soon as you connect the bulb
or beeper and the battery makes a current flow through the circuit, the voltage
drops to about 1,8 V. This happens because the current loses a bit of its energy
in the battery as it passes through the salt water and all the connections at the
electrodes. You call this the “internal resistance” of the battery.
19.2 Rechargeable batteries
Car batteries are rechargeable LB p. 274
Figure 7: A car battery
Figures 7 and 8 show the inside of a car battery.
The colour red is used to show the positive
electrodes, and dark grey is used to show the
negative electrodes. The colour blue is used to
show the liquid electrolyte. The electrodes and
electrolyte do not really have these colours.
Everything inside a battery looks mostly grey.
A car battery has six cells and it can give
energy at 12 volts. To keep the diagram in Figure 7
simple, only four cells are shown.
Figure 8: One of the cells in a car battery,
shown after it has been taken apart
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When you connect cells in
series, you can say that you
make a battery of cells, or
simply a battery.
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1. What kind of diagram is Figure 7?
a cut-away diagram
2. What is the positive electrode in each cell made of?
lead dioxide
3. What is the negative electrode made of?
lead
4. What kind of electrolyte is between the electrodes?
a strong solution of sulphuric acid in water
5. Are the cells in a car battery in series or in parallel?
in series
6. A car needs 12 volts and a very big current to turn the starter-motor and start
the engine. Sometimes, on cold mornings, a car won’t start. A mechanic can
test the battery, and might say “There is one dead cell in this battery”. If the
battery has a dead cell, what voltage will the battery give?
Zero volts, since one of the cells in the series is dead, no current can
flow through it.
7. On a voltmeter, the battery might show that it will give 12 volts, but when you
try to start the car, it won’t start. Give a possible reason why the battery is not
strong enough to start the car.
The battery cannot give a big enough current to the starter motor.
8. What can you measure to test your idea?
Measure the voltage when somebody turns the key of the car and the battery
has to produce a big current. You will find that the voltage is quite low then.
A car battery is different to the cells and batteries we usually buy. When we have
taken all the energy from the battery, we can recharge the battery and give it
energy again. A motor car has a “generator” or “alternator” that takes energy from
the engine and gives it to the battery while you drive the car. You will learn about
generators in the next chapter. A cell phone battery is also a rechargeable battery.
Batteries with cells in series or in parallel LB p. 275
In Chapter 17, you learnt about connecting bulbs in series or in parallel. You can
also connect cells in series or in parallel. Look at the two figures below.
Figure 9: Bulbs in series Figure 10: Cells in series and bulbs in series
The bulbs in Figure 10 glow brighter than those in Figure 9 because they share the
4,5 V from the cells in series, so they get 2,25 V each. The bulbs in Figure 9 share
the 1,5 Volts from one cell, so they get only 0,75 V each.
Now look at Figures 11 and 12:
Figure 11: Bulbs in parallel Figure 12: Cells in parallel
In Figures 11 and 12, each bulb gets
1,5 V. Therefore, the bulbs in these figures
glow brighter than those in Figure 9 (0,75 V
per bulb), but dimmer than those in
Figure 10 (2,25 V per bulb).
Figure 13
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1. Compare the circuits in Figures 12 and 13. Each circuit has three cells and one
light bulb, but the components are connected differently.
(a) In which circuit will the light bulb glow the brightest? Explain your answer.
The light bulb in Figure 13 will glow the brightest, because the three cells in
series give it 4,5 V, whereas the three cells in parallel give only 1,5 V to the
light bulb.
(b) In which circuit will the light bulb glow for the longest amount of time
before the cells are “dead” or “flat”? Explain your answer.
The cells in Figure 13 will become “dead” or “flat” quicker, because they give
their energy to the light bulb faster (at a greater rate) than the cells in
parallel in Figure 12.
Therefore, the light bulb in Figure 12 will glow for the longest time.
19.3 Photovoltaic cells
This photo shows a type of energy input device
that you learnt about in Chapter 17. In this device,
the energy it gives does not come from reactions
between chemicals. Instead, it gives energy that comes
from light. This device is called a photovoltaic cell.
Photovoltaic comes from “photo” meaning “light” and
“voltaic” meaning you can get volts from the device.
The black parts in this picture are a special
substance called a semiconductor. This semi-
conductor substance is made of thin layers, like sheets
of plastic laid on top of each other. When light hits
these special layers, the energy of the light is given to
electric charges in the layers. The positive charges
gather on one side and the negative charges on the
other side.
Figure 14: Photovoltaic cells on
a pole
When charges are separated like this, there is a potential energy difference
between them. If you connect wires to the positive and negative sides, the charges
will flow through an output device such as a bulb, beeper or motor.
People often store the electrical energy generated by photovoltaic cells in a
rechargeable electrochemical battery. The photovoltaic cells generate electrical
energy during the day when the sun shines, and this energy is then stored in
the rechargeable battery. When it is dark at night, the photovoltaic cells do not
generate any electrical energy. But then people can use the electrical energy stored
in the rechargeable battery to power lights and other devices.
Where we use photovoltaic cells LB p. 277
Perhaps someone in the class has a calculator
that has a little photovoltaic cell. When you
hold the photovoltaic cell in sunlight, the
calculator can switch on. It will work even if
you move it into the shade since it has a little
battery that stores the energy.
Photovoltaic cells can be very big. They
can be big enough to cover the roof of a
house.
The house then gets its electricity from sunlight. You might also see photovoltaic
cells outside a shop where you go to recharge your cell phone.
1. Why do you think the shop has photovoltaic cells outside instead of inside?
There is more intense light outside, so more light energy.
2. On which side of the roof of a house will you put photovoltaic cells? Why?
On the northern side, so that it faces towards the sun in winter.
Figure 15: Photovoltaic cells in a calculator
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What have you learnt? LB p. 277
1. Copy and complete the following sentence:
A chemical reaction inside an electrochemical cell produces electrical
energy.
2. What kind of cell does not use chemical reactions to produce energy?
a photovoltaic cell
3. When you connect the terminals of
cells in series, you connect positive to
negative to positive to negative, and so
on. The cells don’t have to lie head to tail.
They can lie next to each other. Copy the
picture on the right. Draw wires between
the terminals of these cells to show how
you would connect them in series.
Note to the teacher: Many devices in which you put two or four AA cells in
series have the cells side by side, so that it seems as if they are connected in
parallel. But if you look at the wiring between the cells, you will see that they
are connected in series.
4. If you connect the three 1,5 V cells in series, what voltage will the battery
give you?
4,5 V
5. Copy the picture in Figure
17. Draw wires between the
terminals of these cells to show
how you would connect them in
parallel.
6. If you connect the three 1,5 V
cells in parallel, what voltage
will the battery give you?
1,5 V
Something you could try at home
You can make a cell using a lemon or a potato,
with a piece of zinc-coated metal and a piece
of copper. These cells work in the same way
as the cell you made in Figure 5. The lemon or
the potato plays the same role as the piece of
cloth or cardboard soaked in salty water. They
are electrolytes through which certain small
ions can move to complete the circuit. They
are also membranes that prevent other, bigger
ions, such as the metal ions, from moving from
one electrode to the other.
Figure 18: A cell made using a lemon Figure 19: A cell made using a potato
Next week
Next week, you will learn how electricity is generated and distributed around the
country, and about the environmental and social impact of electricity generation.
Read about where electricity comes from in Chapter 20, on pages 282 to 285 in
the Learner Book. The environmental impact of burning coal and other fuels is also
discussed there.
LB page 278
Figure 16
Figure 17
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Chapter 20
Generating electricity for
the nation
In this chapter, you will learn about the various ways in which electricity is generated in different
types of power stations. You will also compare the advantages and disadvantages of different
types of power stations.
You will learn how electricity is distributed from the power stations to different parts of the
country, to reach the people who use it.
20.1 How electricity is generated in coal power stations ..................................................351
20.2 Other types of power stations ................................................................................356
20.3 Transmission of electricity across the country .........................................................366
Materials required for this chapter:
For the practical task in Section 20.1, each team (of 2 learners) should be given:
a 1 m length of solid core copper wire
a short section (approximately 100 mm) of broomstick (or other similar cylindrical object) to roll
the wire onto to form a coil
two insulated copper wire leads (approximately 200 mm long) with crocodile clips on each end
a bar magnet
a “sosatie” stick and a blob of “Prestik” to spin the magnet
light bulb in a light bulb holder
This chapter describes how electricity is generated and distributed throughout South Africa.
It firstly describes how coal-fired power stations work. It then goes on to explain how other
power stations are sometimes designed to use fuels other than coal – or generate electricity
from other forms of energy, like wind, sunlight or moving water.
Learners consider the advantages and disadvantages of these forms of electricity generation.
20.1 How electricity is generated in coal power
stations
This section includes an optional practical task. If time and resources do not allow learners to
do the task themselves, then you should do a demonstration of it to the whole class.
Briefly introduce the chapter and explain how electricity is generated in a thermal power station.
Explain how the movement of a magnet in close proximity to a coil of copper wire causes
current to flow in the wire. Then provide learners (in pairs) with the components they need to
construct the simple generator shown on page 282 of the Learner Book.
Complete the lesson by:
• clarifying the way in which kinetic energy (movement) is converted into electrical energy in
thermal power stations, and in the simpler examples described in the chapter,
• ensuring that learners complete the questions on the advantages and disadvantages of coal-
fired power generation, and
• leaving time at the end of the lesson to allocate a topic to each learner from the five topics
described in Section 20.2. For homework, each learner should read the topic that has been
allocated to them, and compare that form of power generation with that of coal-fired power
stations. They must make notes of the comparison, and bring those notes to the next lesson.
LB page 279
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20.2 Other types of power stations
Start by giving learners 20 minutes to use their notes to write a detailed comparison of the
system of electricity generation that they have investigated for homework, with coal-fired power
stations. The comparison should indicate an understanding of the:
• nature of the different inputs into each of the two systems; and
• advantages and disadvantages of each system.
Then, invite two learners to each discuss their comparisons with the whole class.
In the next lesson, all learners must hand in their written comparisons to you. Therefore, they
should complete this for homework. You should work through these, give feedback, and hand it
back to learners within a week.
20.3 Transmission of electricity across the country
Start the lesson by describing:
• the challenge of distributing electricity from the source (the power station) to the consumers,
• the need to change (transform) voltage and current at various important stages in this
process, and
• the physical infrastructure needed for this distribution.
Finally, learners answer questions that cover the whole chapter.
At the end this lesson, collect the written comparisons that learners completed for homework,
as well as their answers for the last set of questions.
Figure 1: The locations of different types of power stations across the country
20.1 How electricity is generated in coal power stations
When you switch a light on, where does the energy in the bulb come from? You
can control the energy with a switch, but what is behind the switch?
In this chapter, you will find the answer to these questions, and find out where
the power is generated. Before you investigate the country’s electricity supply, you
will look at the ways electricity can be generated, and how this affects your daily
life.
South Africa uses many power stations for its electricity supply. There are
different types of power stations: coal, nuclear, hydroelectric, gas, wind and solar.
Figure 1 shows where in South Africa these different types of power stations are
located.
There are no solar power stations in South Africa yet, but plans are in progress
to start building them.
You will start this week by learning about coal power stations for two reasons:
• Most of the electricity in the country, about 85%, is generated by coal power
stations.
• Coal power stations use the technologies of generators and turbines that are
also used in most other types of power stations.
Generators
There are three main systems that give us energy for lights, computers, cell
phones and all other electrical appliances. You can get energy from batteries,
photovoltaic panels and generators.
The main source of electricity in South Africa comes from large generators.
These work exactly the same as any small generator you might come across. It
is important to understand how a generator works, as it is used in most types of
power stations.
How a generator works
If you move a magnet near a coil of
copper wire, you will create a voltage
across the end of the copper wire. Look
at Figure 2.
If you connect a bulb across the ends of
the wire, a current will flow around the
circuit. To make the current bigger, you can
use more copper wire in the coils, use a
stronger magnet, or move the magnet faster. Figure 2: A home-made generator
LB page 282
LB pages 280–281
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If the person in the picture leaves the magnet on the table, how much current will
flow in the circuit? Your answer can be “a big current”, “no current” or “a small
current”. Give a reason for your answer.
No current will flow because no
kinetic energy is supplied, in other
words the magnet is not moving.
Now look at the girl on the
bicycle. She is pedalling fast and
has a generator connected to the
back wheel of her bicycle. A bicycle
generator is also called a “dynamo”.
The dynamo gives energy to the
lamp only when the roller is
spinning. The girl on the bicycle has
to pedal harder than without the
dynamo, because she is transferring
some of her energy to the dynamo.
So her pedaling energy is used to
move the wheel as well as to light
the lamp.
If you open a dynamo, you will see that it has copper coils similar to the drawing
in Figure 2. As the girl pedals, the copper coils spin inside the magnets, and this
movement generates electricity.
Power stations have big dynamos called generators. They work exactly the same
way as the dynamo in the pictures above but are much, much bigger! They also
require a lot more energy to turn than only one person pedalling. In the next
section, you will learn the various ways energy is provided to these big dynamos.
Figure 3: The dynamo on a bicycle
Thermal power stations
Thermal means “caused by heat”. In thermal power stations, turbines are driven
by steam. The steam is formed by evaporating water through a source of heat.
The water is heated to form high-pressure steam by using a heat source such as
burning coal or gas, nuclear reactions, or light from the sun. The water is turned
into steam that drives a turbine, which makes an electrical generator turn. An
electrical generator can also be called an “alternator”. After the steam has been
used, it is cooled down so that the water can be used again.
Most of the world’s energy comes from burning
fossil fuels such as coal, oil or natural gas. This
results in high levels of air pollution, particularly from
greenhouse gases that contribute to climate change.
Fossil fuels will run out in the future.
Figure 6: A coal-fired power station
Fossil fuels are carbon-based
fuels that are taken from the
earth, and are made of the
remains of living things that
died millions of years ago.
LB page 283 LB page 284
Figure 4: A bicycle dynamo and light attachment Figure 5: The exposed copper
coils in a dynamo
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Coal-fired power stations
The energy conversion process starts with the burning of coal that generates heat
to convert water into steam at a very high temperature and pressure. The heat and
pressure energy contained in the steam is used to drive the turbines, converting it
into a rotational movement, in other words kinetic energy. You saw an example of
this with the bicycle dynamo – it is exactly the same process. There is a generator
attached to the turbine shaft.
• Reasons for using coal as an energy source
For centuries, coal was the only fuel source available in large quantities. Power
stations were built near coal mines so that coal did not have to be transported over
long distances.
Most of the coal-fired power stations in South Africa are found in Mpumalanga
where huge coal deposits were discovered. Coal power stations are the cheapest
way to generate electricity. It is even cheaper in South Africa since the coal here is
close to the surface and therefore easy to mine.
• Impact on the environment
Burning fossil fuels creates air pollution due to the carbon dioxide that is
emitted during the process. The fires needed to produce steam from water emit a
lot of carbon dioxide into the air, a lot more than a wood or coal fire in your home
does. Coal has been used for centuries to generate heat.
Sulphur dioxide and nitrogen oxide are two other gases emitted from coal-fired
power stations that have a negative impact on the environment. Newer power
stations use specific technologies to trap these gases so that they are not released
into the atmosphere. In the past, when these two gases were released from coal-
fired power stations, they caused “acid rain”. Acid rain is rain that contains high
levels of sulphuric or nitric acid, caused by the water mixing with sulphur dioxide
and nitrogen oxide.
Scientists and engineers are working on plans to capture carbon dioxide and
store it underground, but this is expensive and has not yet been done on a large
scale anywhere in the world.
Questions on coal-fired power stations LB p. 285
1. Draw up a table with two columns, headed “Positive” and “Negative”. Write
what you see as the positive and negative aspects of using this type of fossil
fuel to generate electricity.
Positive Negative
cheap It emits greenhouse gases, mostly
carbon dioxide, which contributes to
climate change.
easily available in large quantities Pieces of natural land have to be dug
up to mine the coal.
old well-known technology with little
risk of serious accidents
Coal mines are not pleasant to look at.
There is a small amount of coal dust,
ash and soot pollution.
It takes very long to switch a coal
power station on or off.
There is a limited amount of coal that
can be mined. t won’t last fore er.
2. What is the energy source mainly used in South Africa for conversion into
electrical energy?
coal
3. Why do you think the energy source in question 2 above is not the ideal energy
source to be used?
It releases a lot of greenhouse gases that contribute to climate change. This
can cause floods, droughts and other severe weather changes in future.
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20.2 Other types of power stations
Your teacher will divide the class into five groups, A to E. Each group will do the
reading and questions for only one other type of power station. Work individually.
Topic A: Gas turbine power stations
In a gas turbine, burning gas at a very high temperature and pressure flows
and expands through a turbine, making the turbine blades turn. Sometimes the
exhaust gas is still very hot, and that can be used to heat water to also power a
smaller steam turbine.Gas is also a fossil fuel, and is normally found underground
in areas where coal or oil is present.
Gas turbines in South Africa are equipped to
burn a variety of fuels, ranging from oil to gas. Gas
turbines have advantages over coal-burning power
stations because of their design. Maintenance is done
considerably faster, resulting in continuous availability
of power.
Gas turbines are also capable of being started within minutes and without an
outside power source, which is very important. If the national grid had to suffer a
complete breakdown, the gas turbines can be started and will generate power to
start the other power stations.
There are four gas turbine power stations in South Africa.
The future of gas turbines
South Africa has only recently started using gas for power stations so there is still
a supply that will last for many years. Two of the new gas turbine power stations,
Ankerlig in Atlantis, and Gourikwa in Mossel Bay, both in the Western Cape, are
going to double the size of their generators in the next few years, adding a lot of
power to the national grid.
The national grid is the
network of transmission
lines that are connected and
supplied by all the power
stations in the country.
Reasons for using this type of energy source
As explained earlier, the ability to start a power station
without power from the same network is very important
for the national grid. There is still plenty of gas available
in the world, however, in South Africa, only small
amounts can be mined. After pipes have been placed
into a gas field it will supply the power station without
needing to be mined or transported.
Impact on the environment
Burning gas produces much less sulphur dioxide, nitrogen oxide and ash than
burning coal. But it is a fossil fuel, so it still produces carbon dioxide pollution.
Do you think gas-burning power stations will have a big impact on generating
electricity in South Africa?
Questions on gas turbine power stations LB p. 287
1. Write down the positive and negative impacts you think burning gas for
electricity will have.
Positive Negative
It can be switched on very quickly when
extra power is needed for the national
grid.
It emits greenhouse gases, mostly
carbon dioxide, which contributes to
climate change.
It burns cleaner than coal, meaning it
emits much less soot, ash, sulphur
dioxide and nitrogen oxides.
t is more difficult to mine for gas,
since very deep holes need to be
drilled, often in the seabed.
There is a limited amount of natural
gas that can be mined. t won’t last
forever.
Note: Some learners may think of
the following points. Gas needs to be
stored and transported with special
safety precautions, as it can explode
easily if it leaks.
A gas field is an underground
area where organic matter has
decayed to form large pockets
of gas trapped by layers of
rock.
LB page 286 LB page 287
Figure 7: A gas turbine power station
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Topic B: Nuclear power stations
Figure 8: A nuclear power station
There is a nuclear power station, called Koeberg, close to Cape Town.
Unlike coal-burning power stations, a nuclear power
station operates using three separate water systems.
One of the biggest fears that people have about
nuclear power stations is that radioactive material
might escape and pollute the air of nearby areas.
It is very important for the three systems to be
separate. The first system, the radioactive water in the
reactor, is in a closed system. It does not come into
contact with the other two systems and therefore does not contaminate the water
in these systems. The second water system cools down the radioactive steam that
has driven the turbines. It flows through the condensers where the third water
system cools the steam back into water. The first water system circulates back to
the steam generator where it is turned into steam again.
The third cooling system for the condensers uses sea water at a rate of 80 tons
per second to cool the steam. After it has cooled down, the water is returned to the
sea.
Radioactive substances give
off energy that is dangerous
to living things. It can cause
cancer and other health risks,
so it is important that people
are shielded from radioactive
material.
Reasons for using this type of energy source
Many places don’t have a supply of fossil fuels to power generators. Small
amounts of nuclear fuel can generate enormous amounts of electricity.
Nuclear power stations require very little maintenance. Because the water used
in the first system is recycled, there is very little waste of precious water. The
cooling water is unpolluted and returned to the sea.
Impact on the environment
Radioactive material creates radioactive waste, which is extremely dangerous.
Although the amount of waste is very small, it remains active and dangerous for
many thousands of years! There is currently no long-term solution for the safe
storage of radioactive waste. The best solution at the moment is to put it in very
thick layers of concrete and lead, and bury it where no one is likely to dig it up.
Many countries do not use nuclear fuel for power since they are concerned that
even the buried waste will harm the environment. Nuclear power has been used
around the world since the 1950s as an alternative source of energy.
Questions on nuclear power stations LB p. 288
1. List the positive and negative aspects of this type of energy in a table.
Positive Negative
No greenhouse gases emitted, so it
does not contribute to climate change.
Nuclear (radioactive) waste is very
toxic and it can remain dangerous for
thousands of years, so it has to be
stored very safely.
A small amount of nuclear fuel can
generate a very large amount of power.
Because of the complicated technology
and the very strict safety precautions
needed, nuclear power stations are
much more e pensi e than coal fired
power stations.
Nuclear power stations require very
little maintenance.
The technology to refine the nuclear
fuel, uranium, is complicated and
expensive.
Nuclear power stations use very little
water.
There is a limited amount of nuclear
fuel, uranium, that can be mined. It
won’t last fore er.
If radioactive material accidentally
leaks, it can cause great damage to the
environment, and it can last hundreds
of years.
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Topic C: Solar power
Solar power means that sunlight is used as a source of energy to generate
electricity. Solar power is a promising option in South Africa since it is such a
sunny country. The panels on some roofs and poles that are used to generate
electricity directly from sunlight are called photovoltaic panels. A photovoltaic
panel is a flat sheet containing many photovoltaic cells. Figure 14 on page 276
shows such panels.
Some houses have panels on their roofs that use sunlight to heat water, to use
as hot water. These are called solar hot water panels or solar geysers. Figure 11
on page 8 shows a solar geyser. Using a solar geyser saves electricity, because less
electricity is needed to heat the water. But solar geysers do not generate electricity.
Solar energy is a very good alternative for areas that are far away from the
national grid, such as farms, rural clinics and water-pumping stations. In these
cases, photovoltaic cells can be used to produce electricity directly from sunlight,
and solar geysers can be used to heat water for use in houses and buildings.
For larger scale solar power generation, companies have started building and
operating solar power stations in the sunny Northern Cape, since 2012. The
companies sell the electricity to ESKOM. There are mainly two kinds of solar power
stations: photovoltaic power stations and solar thermal power stations. Both these
kinds of power stations use very large areas of land, because the more surface area
is used the more sunlight can be captured.
Photovoltaic power stations
A photovoltaic power station consists of thousands of photovoltaic panels that
are installed on an open piece of land. The photovoltaic panels are tilted towards
the sun. Sometimes the panels are mounted on mechanisms that automatically
change the angle at which it is tilted throughout the day, so that the panels always
face the sun directly. The tilting may also be adjusted for the season.
Solar thermal power power stations
A solar thermal power station concentrates sunlight to heat water to turn it into
steam. Thousands of large mirrors reflect sunlight onto a water tank at the top
of a central tower. The very high concentration of sunlight shining on the tank,
heats the water to about 600 ˚C, which makes it turn into high-pressure steam. The
steam drives a turbine, which in turn drives a generator, just like in a coal-fired
power station. There is equipment that continually rotates and tilts each mirror
as the sun’s position in the sky changes, so that the mirrors keep on reflecting
sunlight exactly at the tank.
In some designs of solar thermal power stations, molten salt is heated by the
concentrated sunlight, instead of water. Salt melts at a very high temperature. The
advantage of using molten salt, is that the very hot salt can be stored in a way that
it does not lose its heat quickly. So at night, water can still be pumped around the
salt containers to turn the water into steam for the turbine, in order to keep on
generating electricity.
Reasons for using this type of energy source
Solar energy is a realistic option in any sunny country. Solar energy can be used
in areas far away from the national grid and can be set up to provide power for
smaller communities.
We could take the pressure off South Africa’s largely coal-based energy supply by
using solar power. This would also give the country a larger overall energy capacity
and help us to achieve our target of a 34% reduction in carbon-dioxide emissions
by 2020.
Impact on the environment
Solar power produces no pollution. However, the power stations take up a lot of
space. This space then cannot be used for farming, houses, nature conservation, or
other purposes.
Questions on solar power stations LB p. 290
1. Draw up a table with two columns. Write down the positive and negative
aspects of using solar power to generate electricity.
LB page 289 LB page 290
Figure 9: Many mirrors can be used to reflect a lot of
sunlight onto a small tin can, to heat water in the can.
Figure 10: Thousands of mirrors at a solar thermal
power station all reflect sunlight onto a tank on top
of a tower. That is why the tank is shining so brightly.
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Positive Negative
No greenhouse gases emitted, so it does
not contribute to climate change.
Solar power stations are expensive
to build.
No waste is generated during the
operation of solar power stations,
although some waste is generated to
build these stations.
Solar power stations take up very
large areas of land that can then not
be used for anything else.
The sun’s energy is free. olar power
is a renewable energy source.
The power production of a solar
power station is not as reliable,
since it depends on the season, the
time of day, where the sun is in the
sky, and the amount of cloud cover.
Solar thermal power stations that
use molten salt are somewhat more
reliable, because the salt stores heat
that can be used later when the sun
is not shining brightly anymore.
It is possible to use photovoltaic panels
for small rural communities that are not
connected to the national grid, and far
away from the grid.
Topic D: Hydroelectric power generation
The flow of water can be used instead of steam to drive turbines. In hydroelectric
power stations, the potential energy of water stored in a dam is converted into
electrical energy. There are two different types of hydroelectric power stations.
• A simple hydroelectric power station uses the downwards flow of water to
generate electricity.
• A hydroelectric pumped storage scheme can also pump water back into the
dam during times when there is electricity from other power stations that is not
being used. Such a scheme plays the role of a rechargeable battery, as it stores
electricity when it is not being used. It can also be used in the same way as a
simple hydroelectric power station to generate electricity, by letting water flow
downwards out of the dam.
Hydroelectricity is renewable and does not pollute the environment. Large-scale
hydroelectric schemes are, however, expensive and require the construction of
large dams that have an impact on the environment and communities. Imagine
you lived along a river, and you were ordered to move because a hydroelectric dam
was to be built there. How would you feel about it?
Hydroelectric power stations are able to come online within three minutes. They
are therefore convenient to use during times of the day when there is a very high
demand for electricity, when this demand is more than the other power stations
can provide.
Unfortunately, due to South Africa’s limited water resources, only a small
amount of electricity can be generated by hydroelectric power stations.
Figure 11: A typical hydroelectric power plant
Reasons for using this type of energy source
It is a renewable energy source and can be used to ensure the country has enough
electricity during periods of high electricity consumption. Hydroelectric power
stations are cheap to operate, even cheaper than coal-fired power stations.
*
Impact on the environment
Dams and waterways need to be constructed for a hydroelectric power station. It
may be cheap to produce the electricity once the dam is completed, but the costs
of building a dam are enormous, and the impact on the countryside can be severe.
An environmental impact plan must be in place, and communities that could be
affected have to be taken into consideration. Some people may even have to move
because their houses and farms are located where the dam will be built.
Questions on hydroelectric power stations LB p. 291
1. Draw up a table with two columns. Write down the positive and negative
aspects of a hydroelectric power station.
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Positive Negative
No greenhouse gases emitted, so it
does not contribute to climate change.
Hydroelectric power stations are
expensive to build.
No waste is generated during the
operation of hydroelectric power
stations, although waste is generated to
build the stations and dams.
The potential energy of water in the
mountains is free. Hydroelectricity is a
renewable energy source.
Hydroelectric power stations depend
on large dams that have to be built.
These dams cover large areas of land
with water, so the land cannot be used
for anything else.
It takes very little time to start up a
hydroelectric power plant, for instance
when extra power is needed during
periods of peak electricity consumption.
The power production of a
hydroelectric power stations depends
on the season, since it depends on the
amount of water available.
Hydroelectric pumped storage schemes
can also be used to store energy, when
the demand for electricity is lower than
the supply of the other power stations.
Topic E: Wind turbines
For thousands of years, people have used
windmills and energy derived from the
wind to pump water and to grind grains
such as mielies. Today, wind can also
be used to generate electricity. Like the
sun and water flowing down a river, this
is a renewable energy source and does
not negatively impact the environment
or pollute it. Across the world, huge
windmills that generate electricity
are being built. These are called wind
turbines. Often many wind turbines are
built close together, in what is called a
wind farm.
Wind speed and direction change from
day to day, depending on the weather and
the season. It even changes during the day.
We say that wind “fluctuates”. Wind cannot
be counted on to be available to generate
electricity – it is unpredictable. But in the long term, there are some patterns in the
wind. Scientists do research to see in which places the wind blows harder and more
often.They also look at the times of the year, and the times of the day, when there is
generally more wind.This allows them to make a rough prediction about the average
amount of electricity that a wind farm can produce at different times.When a country
has many wind farms and solar power stations, when the wind is not blowing or the
sun is not bright in one place, it may be so in another place. So having many wind
farms and solar power stations helps to reduce the fluctuations in power delivery.
South Africa already has some wind farms, and more wind farms are being built.
The biggest three wind farms are in the Eastern Cape and the Western Cape. There
are between 46 and 70 wind turbines at each of these wind farms.
Wind farms are expensive to build. To be worth the cost, a wind farm can only be
built in a place where the wind blows strong enough and often enough.
Wind turbines need wind speeds of between 47 and 57 km per hour for full
power operation, but they can start generating electricity in winds as low as 11 km
per hour. If a gale force wind blows, the turbines shut off automatically at winds
over 90 km per hour to prevent damage to the generators.
Reasons for using this type of energy source
Wind is a renewable energy source, and is particularly powerful in coastal areas. It
can be used where fossil fuels are unavailable.
Impact on the environment
While it is a clean source of energy in terms of greenhouse gases, environmental
impacts can include noise, visual pollution as well as affecting birdlife. The farms
need large pieces of land, which in some places can be expensive to buy.
Questions on wind turbines LB p. 293
1. Do you think ESKOM should build more wind turbines?
earners’ own answers. sk them to e plain their answers.
2. Tabulate the positive and negative aspects of this form of generating electricity.
Positive Negative
No greenhouse gases are emitted, so it
does not contribute to climate change.
Wind turbines are expensive to build.
No waste is generated during the
operation of wind turbines, although some
waste is generated to build turbines.
To generate a large amount of wind
power, you need to cover very large
areas of land with wind turbines.
LB page 292 LB page 293
Figure 12: A big new wind turbine behind a
much smaller, old wind pump
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The wind’s energy is free. ind power
is a renewable energy source.
The power production of a wind
turbine is not reliable, as it depends on
how strong the wind is.
It is possible to build small wind
turbines for single houses or small
communities.
Wind turbines make noise, can be ugly
to look at and can kill birds and bats.
20.3 Transmission of electricity across the country
The electricity that power stations generate is distributed across the whole
country.
The map on the next page shows the main
transmission lines that are used to distribute
electricity from the power stations to different parts of
the country.
The combination of the main transmission lines
and the distribution cables to buildings and other
electricity users form a network called the national
grid. Electricity is fed into the national grid, and it has
to be distributed across the country to cities, towns
and rural areas.
The South African government announced its policy to provide free basic
services to the poor in 2000. The government has focused mainly on electricity
supply, which has led to a higher demand on our national grid.
Electricity supply must be consistent and reliable, since electric equipment can
be damaged if there are changes in the voltage and current.
It is very difficult to store large quantities of electrical energy. The energy
provider must always match the demand of the consumers. These consumers
range from households to huge factories, transport systems and the use of heavy
machinery.
Specific equipment has to be installed to ensure that the correct voltages reach
the users. In this section, you are going to learn about this type of equipment.
As the demand increases, more power stations must be brought on line. This
means that the power they generate needs to be added to the national grid.
It is interesting to note that the electricity demand
not only varies from day to day, but from minute to
minute. The peak demand periods are early in the
morning and in the evening.
These pylons transmit high-voltage current between the power stations and the
substations.
Transmission means the
action or process of sending
something.
Distribution refers to the
action of sharing something
among a number of recipients.
Peak demand means the
highest demand during a day. Figure 13: Map of electricity transmission in South Africa. Notice that the grid does not reach all rural
areas. Electricity is generated locally in these places.
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Step-down and step-up transformers
Electricity is transferred from power stations to consumers over long distances
through the wires and cables of the national grid. When a current flows through
a wire, a bit of energy is lost in the form of heat. The higher the current, the more
energy is lost. To reduce these losses, the national grid transmits electricity at a
low current, but this requires a high voltage. Remember Ohm’s law!
Step-up transformers are used at power stations to produce the very high
voltages needed to transmit electricity through the national grid’s power lines.
When the electric energy reaches the consumer area, it is transformed, which
means changed, to a lower and safer voltage. Step-down transformers are used
locally in sub-stations to reduce the voltage to safe levels.
• A transformer that increases the voltage is called
“a step-up transformer”.
• A transformer that decreases the voltage is called
“a step-down transformer”.
Figure 14 shows how electricity reaches your house so that you can turn on the
lights and watch educational programmes on your television.
Figure 14: The path of electricity to your home
What have you learnt? LB p. 296
1. Name three renewable ways in which electricity can be generated.
wind turbines, hydroelectricity and solar power
2. What is the national electrical energy grid?
The national grid is the network of transmission
lines that are connected and supplied by all the
power stations in a country to distribute electricity
throughout the country. It includes the cables
from substations to houses and other electricity
consumers.
3. What is the function of a transformer?
It changes the voltage and current of electrical energy.
4. In the area where you live, what, in your opinion, will be the most suitable
energy source to be converted to electricity for your community? Why do you
say so?
It depends on where the learners live:
Wind energy works best close to the sea where there is a lot of wind.
Hydroelectricity works best in rainy, mountainous areas.
Solar power works best in sunny areas.
Gas is mostly mined in the sea, so it is cheaper to have gas turbines close to the
sea. Otherwise, long, expensive and dangerous gas pipelines have to be built.
It is cheapest to use coal power stations close to coal mines, so that little
transport of coal is necessary.
Next week
During the next three weeks, you will do your mini-PAT for this term. You will
design and build an alarm system.
The national electricity energy
grid is often simply called the
national grid.
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Chapter 21 Mini-PAT
Circuits with logic control
In this chapter, which brings you to the end of this term, you will start by revising the circuits
you made in Chapter 17 at the beginning of this term. Then you are going to use this knowledge
to make an alarm system for a shopkeeper.
You will only do individual work during this Mini-PAT.
Week 1: Circuit diagrams and Ohm’s Law ......................................................377
Revise: The effect of connecting more cells in series
Revise: Circuits with resistors in series and parallel
How a door-operated push switch works
Week 2: Logic gates and truth tables; Design brief and specifications ............380
Switches with AND-type control
Switches with OR-type control
Truth tables
Combining AND-control with OR-control
Design brief and specifications........................................................................ [4]
Investigate: Components you could use ........................................................... [3]
Design: Draw a circuit diagram........................................................................ [6]
Week 3: Design, make and communicate ......................................................388
Make: Draw the layout of your alarm system in the shop ................................... [6]
Make: A cardboard model of the shop.............................................................. [10]
Design: A door-operated push switch............................................................... [8]
Make: The switches for your alarm system....................................................... [12]
Make: Add your circuit to your model of the shop ............................................. [12]
Evaluate: Test your alarm system .................................................................... [2]
Communicate: Make an advertisement for your alarm system............................ [7]
[Total: 70]
Figure 1: How are the systems in this picture controlled?
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Tools required for this chapter:
long-nose pliers with wire-cutting jaws
small screwdrivers
hole-makers (brad-awls)
soldering iron (optional)
scissors that can cut cardboard
craft knives
Materials required for this chapter:
nails
pins
paper clips
wire, galvanised, about 1 mm diameter
wire, copper, insulated
drawing-pins
insulation tape
Prestik
packaging tape
magnets
plastic containers that can be cut into shapes
Week 1
Circuit diagrams and Ohm’s Law
Learners do a practical activity to confirm the relationship between voltage and current, and
compare the current-voltage relationships in series and parallel circuits. They also interpret a
cutaway diagram of a push switch that controls the light inside a fridge.
Revise the effect of connecting more cells in series (45 minutes)
The three-cell battery of 4,5 volts can give more energy to each unit of charge that goes
through the bulb, and so the bulb gives out more energy with the 4,5 volt battery.
Question 1 refers to “the voltage the battery promises to give”. The battery will show a voltage
of 4,5 volts on a voltmeter when it is not yet connected in the circuit, but will give only about
4,2 volts when it actually drives a current through the bulb. The reason is that about 0,3 volts
is used passing the current through the battery itself, because of the internal resistance of the
battery. This “lost” energy makes the battery feel slightly warm while it is working.
The observations made for Question 3 can be summarised in the answers to Questions 4 and
5: The bigger the voltage across the bulb, the bigger is the current through the bulb. In other
words, if you increase the voltage across the bulb, you also increase the current through the
bulb.
Ohm’s law expresses the relationship more precisely than the statements above. Ohm’s law
says that the current and the voltage are directly proportional to each other (for example, if
you double the voltage, you double the current) provided the resistance of the resistor stays
the same. In the case of the bulb, the resistance does not stay exactly the same, but slightly
increases as the temperature of the filament increases.
Therefore, the answers to Question 4 and 5 are not a statement of Ohm’s law but point in the
same general direction as Ohm’s law.
Revise circuits with resistors in series and parallel (45 minutes)
In Question 1, the single bulb should be very bright (white-hot), two bulbs in series not so bright
(yellow), and the three bulbs in series will be quite dim (orange). The change in brightness of
each bulb means that the current through each bulb has decreased. The total energy that the
battery can give to the current is still the same – about 4,2 volts per unit of charge – but the
resistance of the three bulbs reduces the current.
Note the common misconception: Some learners may think that the current has not reduced
but the bulbs are dim because they must “share the current”. These learners probably think that
each bulb consumes or “uses up” a part of the current. This is not what really happens. The
correct view is that the current is reduced but is the same through each bulb and through the
battery. It is the energy of the current that is transferred (or given away) in each bulb.
Another common misconception: Some learners may think that the battery becomes weaker as
more bulbs are added and this is the reason that the bulbs are dimmer. The correct view is that
the battery gives roughly the same voltage, no matter how many bulbs you add in series. You
can demonstrate this by connecting a voltmeter across the terminals of the battery and adding
bulbs in series. The voltmeter will show the same reading or perhaps increase slightly as more
bulbs are added. However, each extra bulb gets a smaller fraction of the voltage. For example,
with two bulbs in series, each bulb gets about 2,1 volts but with three bulbs in series, each bulb
gets about 1,4 volts.
In Question 2, the two bulbs and the three bulbs in parallel should glow as brightly as the one
bulb. This is because each bulb is getting the full 4,2 volts across it.
When you actually do this, you may notice that the bulbs become slightly dimmer when you
connect the third bulb in parallel. The reason is that the battery now tries to produce a bigger
total current because it “sees” a lower resistance in the circuit. However, if the battery is not
new, it fails to produce all of that bigger total current and so the bulbs dim very slightly instead
of staying the same brightness.
How a door-operated push switch works (30 minutes)
The best use of the week is for learners to design and make different kinds of switches. They
may have made switches in Chapter 17 (see page 251). But now, the challenge is different: can
they make a switch that they must press or hold all the time to prevent it closing (completing) a
circuit?
You can pose the problem to the class like this: Most of the time, we keep the door of a fridge
shut. That means the light inside must be off, and that in turn means that the switch must be
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open (it must break the circuit). So how does the switch in Figure 6 work to achieve this?
You can let a learner come and draw two diagrams on the board; one diagram shows the switch
as it is in Figure 6, and the other diagram shows the movement of the spring when the door
swings away around the hinge.
Week 2
Logic gates and truth tables
Design brief and specifications ( 75 minutes)
Learners have to relate diagrams of circuits with “OR” and “AND” control to real systems such as
factory machines and car doors. They interpret the “on” and “off” conditions in terms of a truth
table for each system. These tasks lead to a final task for the week in which the learners draw a
circuit diagram for a circuit that combines AND with OR control.
Question 3: Truth tables can look mysterious to learners, but you can invite them to sum up the
whole table in a simple statement. Here is an example of a statement: If the master switch is
closed (on), the passengers can ring the bell with either switch 1 or switch 2. If the master switch
is open (off), the passengers can’t ring the bell at all.
Challenge the learners with another question: Can the bus driver ring the bell himself, from his
driver’s seat at the front of the bus? If the learners look down the truth table, they will be able to
answer this question. They will also be able to answer the question by looking at the circuit in
Figure 11.
Write a design brief and specifications (15 minutes)
You will soon see that the design for Mr Abdullahi’s shop is very similar to the circuit for the bus
and its switches for passengers to press. But, don’t tell the learners that – let them work it out for
themselves.
Investigate: Components you could use (15 minutes)
If you don’t have beepers or buzzers, you could use small motors. Put a small lump of Prestik
on the shaft of the motor so that it is unbalanced. When you run the motor, it will vibrate. Put the
motor on a tin can or stiff cardboard box and the sound will be much louder.
Design: Draw a circuit diagram (15 minutes)
The notes you need are in the answers.
Week 3
Design, make and communicate
The learners must draw a sketch of the shop and make a model of the shop in which they will use
the switches that give the shopkeeper control of his alarm system. Then, they must design and
make the switches, and then fit them into their model. They must evaluate their system and write a
truth table for it. Finally, the learners make an advertising poster or brochure for their system.
The learner book does not call for design drawings of the switches, but you can ask the learners
to draw their ideas for switches, if time allows. This can be a good exercise to help their thinking,
but don’t expect them to make the actual switch as drawn on paper. As learners work on their
model, they get new and better ideas from the actual materials, so the final model probably won’t
look exactly the same as the drawings.
Draw the layout of your alarm system in the shop (15 minutes)
Since the textbook has to be used by other learners next year, your learners should copy Figure
12 into their notebooks. To make that less time-consuming, learners are asked to make only a 2D
copy of the drawing, showing the top view of the shop.
In class, they draw their wiring plan onto the drawing of the shop. As you move around and look
at their drawings, you can get formative assessment information. For example, ask them to point
with a finger to show where the current will flow all around the circuit from the battery and back
to the battery. Also, ask them to show where the current will not flow if one or the other switch is
open.
Make a cardboard model of the shop (15 minutes)
You might feel that the learners’ designs will be clear enough if they draw a circuit diagram, so
why do sketches of the shop and make a cardboard model? The answer is that you want all the
learners to take part in the design discussions: some of them can argue about a circuit diagram,
but other learners need to see the physical model before they can join in a discussion. For these
learners, a circuit diagram can be a mystery, but if they have a physical model to work with, they
can do good creative thinking.
Design an alarm switch (15 minutes)
You can use the pictures of switches on page 251 in Chapter 17 as a stimulus to get them
thinking about switches.
Figure 13 shows a switch that would be “on” (closed) when a person’s foot presses on it. So, it is
not directly useful as a door switch.
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Figure 14 shows a springy metal strip that closes (completes) a circuit when the door opens.
Ask the learners about the piece taped onto the door: does it have to be metal? What does it do
when the door is closed?
Figure 15 uses a magnet to keep the switch in the “off” position (circuit open; circuit broken).
When the magnet moves away, the metal strip falls and closes (completes) the circuit. Ask the
learners what kind of metal the strip could be made from. In Figure 15, the strip seems to be
made from brass or a yellow metal. Would brass or copper work with a magnet?
Make the switches for your alarm system (30 minutes)
For this lesson, you will need a variety of materials and tools. While your learners are designing
and developing their ideas for switches, you will be able to see what kind of tools and materials
they will need. They will be able to bring some of the materials from home. You should limit
them if you don’t have other materials available. Sometimes, a learner’s design is too ambitious
and then they must be able to suggest a simpler way to make the switch.
Add your circuit to your model of the shop (30 minutes)
Make sure that the learners have enough time to adjust their models until they work and they
can demonstrate them to the rest of the class. It is very demotivating to learners if the model is
not completed to the stage where they can demonstrate it.
Evaluate: Test your alarm system (15 minutes)
Before you begin this stage with the learners, ask them to look back at the specifications they
wrote (see the question on page 306). Often, learners become so involved with their model
that they forget about the need they are trying to meet, or forget about the person who needs
a solution to a problem. Therefore, this evaluation stage is an important checkpoint in their
design-and-make process.
Homework: Make an advertisement for your alarm system
At this stage, the learners’ drawings/sketches can show changes to the model, to reflect the
better ideas they have had during the making stage. This is good, because if they were really
going to sell alarm systems, they would improve on their first model. In manufacturing, we
usually make some prototypes first, and after that, work on improving the performance and
appearance.
Week 1
Circuit diagrams and Ohm’s law
This section revises the circuits that you learnt about in Chapter 17. You found that
the more cells you connected in series, the brighter the bulb glowed.
Revise the effect of connecting more cells in
series (45 minutes)
You will need:
• a cell holder big enough for three cells,
• two or three crocodile-clip conducting wires, and
• a light bulb rated for 3,8 V or slightly more.
Look at the three circuits below:
Figure 2: Each cell adds 1,5 V to the battery.
1. What voltage does the battery in circuit 3 promise to give?
3 × 1,5 V = 4,5 V
2. Predict how bright the bulbs will glow in circuits 1 to 3. To show your prediction,
draw brackets around the bulbs in the diagram. Write down the circuits 1 to
3 below each other and indicate next to each one how brightly the bulbs will
glow. (⊗) means dim, ((⊗)) means medium bright and (((⊗))) means very bright.
3. Now build each of these circuits and test your predictions. Does the bulb in
each circuit glow as brightly as you predicted it would?
The relationship between voltage and current
If the current through the bulb is small, the bulb
will glow dimly, and if the current is big, the bulb
will glow brightly.
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4. Write a sentence about the relationship between the voltage and the current.
Use the following phrases in your sentence:
• “across the bulb”,
• “through the bulb”,
• “the voltage is”,
• “the bigger is the current”, and
• “the bigger”.
The bigger the voltage is across the bulb, the bigger is the current through the
bulb.
5. You can state the relationship between current and voltage in another way.
Copy and complete the following sentence:
If you increase the voltage across the bulb, you also increase the
current through the bulb.
Your answer to question 5 summarises Ohm’s law.
Revise circuits with resistors in series and parallel (45 minutes)
For this activity, you will need:
• a battery of three cells,
• three bulbs rated for 3,8 volts, and
• six crocodile-clip conducting wires.
1. The diagrams in Figure 3 show you the circuits you are going to build. Before
you build them, write down your predictions of how bright the bulbs will glow
on copies of the diagrams, using brackets as you did before. Then connect the
components and test your predictions.
Figure 3: Bulbs connected in series
2. Look at Figure 4, and write down your predictions of how bright the bulbs will
glow when they are connected in parallel. Then connect the components and
test your predictions.
Figure 4: Bulbs connected in parallel
How a door-operated push switch works (30 minutes)
A refrigerator has a light bulb inside that lights up when you open the door.
1. Will the light turn off when you close the fridge door? Why?
There is a switch that controls the light. This is switched off when the door
closes.
2. Figure 5 shows a photo of a fridge
with its door open. On this photo,
find the switch that controls the
light.
3. Homework: When you open a fridge
at home, press this button in to see
whether the light goes off.
Many push switches turn on a circuit when
they are pressed in, and turn off the circuit
when they are is not pressed in.
But the push switch for the fridge light
works the other way round. It turns off the
circuit when it is pressed in, and it turns
on the circuit when it is not pressed in.
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Figure 5: Find the switch for the fridge’s light.
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Figure 6 shows you how this type of
switch works. The switch opens the circuit
as long as the door is closed.
4. What happens when the door moves
away from the plastic knob? How does
the switch complete the circuit?
The spring pushes the brass piece
up so that it touches both contacts.
When this happens, the brass piece
completes the circuit and the current
can flow.
The switch is close, which means on’, when nothing is pressing the plastic
knob down.
Week 2
Logic gates and truth tables
Design brief and specifications
Switches with AND-type control (15 minutes)
The circuit in Figure 7 has AND-type control. Now let’s
see where people would use a circuit such as this one.
Figure 8 shows an electric paper-cutting machine that
is used to cut many sheets of paper simultaneously. An
electric motor turns gears that press the blade of the
machine down to cut the paper.
A worker who uses the machine could easily cut his
or her fingers, so the machine has a safety system in
place.
To make the blade come down, the worker must use both hands to press two
switches at the same time. If he or she presses only one switch, the blade will not
move. So the machine will not work unless his or her hands are both out of the way.
Figure 6: Top view of the parts inside a door-
operated push switch: The grey parts are non-
conducting and the yellow parts are conductors.
Figure 7: A circuit with AND-
type control
Figure 8: An electric paper-cutting machine
This machine’s circuit has AND-type control. Switch
1 and Switch 2 must both be closed, by pressing them,
before the motor will work.
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Switches with OR-type control (15 minutes)
The circuit in Figure 9 has OR-type control.
This type of control is used to switch on
the light inside a car when you open one
of the front doors. This is very useful when
you get in or out of the car at night.
The light turns on when the driver opens the door,
and turns off when that door is closed. If a passenger
gets in at the other front door, the light goes on again,
even if the driver’s door is closed.
So the car has a circuit that switches on the light if either the driver’s door is
open or the passenger’s door is open. This circuit has OR-type control.
Figure 10: The inside light goes on when you open one of the front doors.
A car’s cabin light uses OR-type control because
the bulb lights up if either the switch on the driver’s
door or the switch on the passenger’s door is closed
(on). It also lights up if they are both closed (on).
1. Look at the circuit in Figure 9. Both the switches are open (off). How can you get
the bulb to light up? Think of three things you can do with the switches.
Both switches can be closed.
Switch 1 can be closed and switch 2 left open.
Switch 2 can be closed and switch 1 left open.
The door-operated switch for the light inside the car is the same type of switch
used for a fridge light, as shown in Figures 5 and 6.
Figure 9: This circuit has OR-
type control.
Truth tables (30 minutes)
A computer gives many outputs depending on many inputs. To do this, it uses
many AND-type and OR-type circuits inside a more complicated circuit. The AND
and OR parts of the complicated circuits are called “logic gates”.
Computer designers and programmers need methods to write down all the
possible “states” that the system can be in. A state is one possible combination of
values for all the inputs. “Truth tables” help them to write down all the possible
states. Computers have millions of possible states. But to understand the method
of truth tables, you only need to understand the truth tables of systems with a
small number of states.
Look back at Figure 8, showing the electric paper-cutting machine. The operator
has to press both switches to make the cutting blade move. So the circuit
controlling the motor uses AND-type control.
Below is a truth table for this circuit. The inputs are the two switches. Each
row of the table shows one possible combination of the inputs, and the output
corresponding with it. So each row shows one possible state.
switch
1
switch
2
Does the blade move?
off off no
off on no
on off no
on on yes
A truth table is sometimes written using numbers instead of “on” or “off”:
• For the inputs, which are the switches, a “1” means “on” and a “0” means “off”.
• For the outputs, a “1” means “yes, it gives the output”, and
a “0” means “no output”.
1. Copy and complete the truth table below for the paper-cutting machine’s
circuit.
switch
1
switch
2
output
(Does the blade move?)
0 0 0
0 1 0
1 0 0
1 1 1
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2. Now make a truth table for the light inside the car. If any one of the two front
doors is open, the light is on. So this is a truth table for OR-control.
state driver door
switch
passenger
door switch
output
Does the light turn on?
only driver door open 1 0 1
only passenger door
open
0 1 1
both driver and
passenger doors open
1 1 1
no door open 0 0 0
A truth table shows all the possible states a circuit
can be in, depending on the different combinations
of the inputs.
It is a list of the inputs and the output or outputs
for every possible state.
Combining AND-control with OR-control (15 minutes)
Many buses have push switches for
passengers to let the driver know they
want to get off at the next stop. The
circuit diagram might look like Figure 11.
In this circuit diagram, there are two
push switches for passengers. Any one of
these switches can ring the bell next to
the driver.
1. Copy Figure 11 and write SW1 and
SW2 next to the two switches for the
passengers.
When school learners go on an excursion, they sometimes ring the bell many
times just for fun. This prevents the driver from concentrating on the road, so he
or she has a “master switch” to turn off the bell.
2. Which switch gives the bus driver control over the whole circuit? Write SWmaster
next to that switch on your drawing.
Figure 11: A circuit for passengers to tell the
driver that they want to get off
The passengers have OR-control because switch
SW1 or switch SW2 can ring the bell.
However, the driver has AND-control. For the bell to
ring, SWmaster
and one of SW1 or SW2 must be on.
3. Copy and complete the truth table below for the bell circuit of the bus.
SWmaster SW1 SW2 output from the bell
1 0 0 0
1 1 0 1
1 0 1 1
1 1 1 1
0 0 0 0
0 1 0 0
0 0 1 0
0 1 1 0
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Write a design brief and specifications (15 minutes)
The scenario:
Mr Abdullahi has set up a shop. The customers are happy with his low prices. He
sells food and clothing cheaply because he co-operates with other shopkeepers
in the area. They work together to negotiate with the big suppliers of clothing and
food to get cheaper prices.
Sometimes Mr Abdullahi is alone in the shop. If he has to work in the office at
the back of the shop, he closes the two front doors of the shop, but the doors are
not locked. He will only know if someone comes in at one of the doors if he sees
them or if they call him.
Can you make him an alarm system that will tell him when a door opens?
Sometimes Mr Abdullahi has an assistant in the shop, and then he does not need
an alarm, so he wants a switch to turn the alarm system on and off.
1. Write the design brief. The design brief is a short statement that describes
the need and what type of solution will meet that need. [1]
I am going to design and make a warning system that will ring a bell or sound
a bu er when either one of r bdullahi’s shop doors are opened. The alarm
must be able to be switched on and off as needed.
2. Now write specifications for the solution. Specifications have detail about the
system you are going to make. Remember that the system:
• should make a sound when either one of the two doors are open, and
• should have a switch to turn the whole system off. [3]
The alarm should make a sound when any one of the two doors, or both of them,
are opened. The system needs OR-control, so that the alarm goes off when
either of the switches is on.
The alarm should be able to switch off as well. Therefore, the alarm needs a
master switch. For this, the main system needs AND-control.
The alarm should be loud enough to be heard at a distance.
[Total: 4]
Investigate: Components you could use (15 minutes)
1. What type of devices can you use for the alarm to make a loud sound? [1]
A beeper, a buzzer or something that rattles, such as a tin can.
2. What type of battery can you use? Remember that a 9 V battery will burn out
motors that are rated for 1,5 V. Beepers also have their own voltage ratings, and
you must find out what these are. [1]
The battery that is used should match the voltage rating of the device making
the sound.
3. How can you make a switch that will close the circuit when the door is
opened? Find a switch in this chapter or another chapter that will meet these
requirements. [1]
The door-operated push switch for a fridge light will work for this alarm system.
[Total: 3]
Design: Draw a circuit diagram (15 minutes)
1. Should the alarm system use AND-control or OR-control? Explain. [2]
It uses OR-control: the alarm must sound if either door 1 or door 2 is opened.
However, Mr Abdullahi must be able to control the whole system with a main
switch, so there must be AND-control over the whole system as well.
2. Often designers look at circuits that have already been designed, to see whether
any of those circuits will do the job. Look at Figures 7, 9 and 11 again. Which of
these circuits will work? [1]
The circuit in Figure 11 will work for the alarm system..
3. Draw that circuit again. Give names for the different switches and show them
as labels on your circuit diagram. [1]
The bus circuit must be redrawn.
It should show a master switch.
It should show two door switches in parallel. (In the bus circuit, these two
switches were not door switches.)
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4. Show more information on your circuit diagram: Draw dashed lines around the
part of the circuit that is in the front of the shop, and other dashed lines around
the part that is in the office.
Hint: Look at Figure 11 again to see how dashed lines were used to show the
part of the circuit in the bus driver’s compartment. [2]
[Total: 6]
Week 3
Design, make and communicate
Draw the layout of your alarm system in the shop (15 minutes)
Figure 12 shows a simple sketch of the shop. Make a 2D copy of the drawing,
simply showing the top view.
Figure 12: Design the placement and wiring of the alarm system.
Draw on your copy of Figure 12 to show where you will put all the switches and
other circuit components. Also show the connecting wires for the circuit. Put in
labels for the circuit components. The circuit components should be connected as
shown by the circuit diagram that you drew last week. [6]
Make a cardboard model of the shop (15 minutes)
Make a model of the shop out of a cardboard box. Cut two doors in the box. The
model should not have a roof, so that you can see inside it. Make the model as
simple as possible, otherwise you will not have enough time to finish building the
alarm system. [10]
Design an alarm switch (15 minutes)
Figures 13 to 15 show examples of switches.
Figure 15: A magnetic switch
Use an idea or ideas from these examples to design your own door-operated
switch that is on when the door is open and off when the door is closed. Make
a sketch of your design. Add labels to explain the different parts of your switch
design. [8]
earners’ designs of switches can be similar to one or more of the e amples gi en
above, but they should not be identical to one of these designs.
Learners who used more of their own ideas should be given more marks.
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Figure 13: A pressure switch under a carpet Figure 14: A moving contact switch
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Evaluate: Test your alarm system (15 minutes)
When you evaluate the project, ask yourself: “Did I solve Mr Abdullahi’s problem?”
The following questions will help you to test whether your alarm fulfils all of the
specifications. Do these tests:
1. Does the alarm make a noise when you open only door 1?
2. Does the alarm make a noise when you open only door 2?
3. Does the alarm make a noise when you open both doors?
4. Can Mr Abdullahi switch the system off and leave the doors open?
5. Copy and complete the truth table for the system. [2]
master
switch
switch 1 switch 2 output
1 0 0 0
1 0 1 1
1 1 0 1
1 1 1 1
0 0 0 0
0 0 1 0
0 1 0 0
0 1 1 0
Homework: Make an advertisement for your alarm system
Mr Abdullahi likes your system so much that he offers to advertise it to other
shopkeepers. He thinks some of them will pay you to build and install alarms for
them.
He asks you to make a poster that shows the shop and the doors, some of the
parts of the alarm system, and a few sentences that explain how the system
works.
Before you make the poster to advertise your alarm system, first sketch some
rough ideas for your poster. [7]
Make the switches for your alarm system (30 minutes)
Make two of the door-operated switches that you designed. Remember that they
need to fit on the doors of your cardboard model of the shop. [12]
Do not make a master switch, as you don’t have enough time for that. You can
simply connect two crocodile clips of conducting wires to “switch on” the master
switch, and disconnect them to open the circuit and “switch off” the master
switch.
Add your circuit to your model of the shop (30 minutes)
Now add all your circuit components and conducting
wires to your cardboard model of the shop. Your
drawing of the placement and wiring of the alarm
system will help you to connect all the circuit
components in the correct way.
Stick the wires to the walls of the box with tape to
make your model neat.
Connect all the circuit components. [12]
In a real building, the alarm
wires are stuck to the walls
or are in the ceiling. The door
switches are on the inside
of the doors. If they were on
the outside, a burglar could
disconnect them.
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