Technical guide
How to Achieve Mechanical Synchronization Across Multiple Screw Jacks
Author: CHINFAR Technical Team · Reviewer: Tinyuen (CHINFAR) · Updated: 2026-11-04

Mechanical synchronization is one drive shaft tying every unit's input shaft together, with a single drive turning all of them. But it is not "guaranteeing they stay identical" — it is "holding the error within an acceptable band." The first is a promise; the second is engineering.
Five error sources sit behind that band: lead deviation, drive-shaft torsional deflection, coupling backlash, installation tolerance and uneven load. Torsional deflection is calculable and counter-intuitive: it accumulates along the shaft, the far unit lags in phase, and the lag scales with torque, shaft length and lead but falls with the fourth power of shaft diameter.
This article does not promise any synchronization accuracy figure.
The Three Ways to Connect Multiple Units
| Layout | How it is connected | Where it fits | Main cost |
| Direct series | One drive; the shaft runs through each unit's input in turn | Few units, regular spacing, similar loads | Torsion accumulates toward the far end |
| Distribution gearbox in parallel | A T or cross distribution gearbox splits the drive into branches | More units, irregular layout | One extra stage — another backlash and an efficiency loss |
| Two-drive electrical synchronization | No drive shaft; units are driven independently and kept together by control | Wide spans where no shaft can be run | A different discipline, outside this article |
The choice is not "which is better" — the span and the unit count decide it. Where a shaft can be run, run a shaft; only where it cannot, go electrical.
Electrical synchronization is explicitly outside this article. It rests on control strategy, feedback devices and algorithms. What follows covers mechanical synchronization only: direct series and distribution gearbox in parallel.
Five Sources of Synchronization Error
| Source | Mechanism | Does it change in service |
| Lead deviation | Each screw carries a manufacturing tolerance on its lead, so displacement per revolution is not quite the same; the longer the chain, the more it accumulates | Essentially fixed (a manufacturing deviation) |
| Drive-shaft torsional deflection | The shaft is elastic; torque twists it segment by segment, and the far unit lags in phase | Varies with load |
| Coupling backlash | Keyed and splined joints have clearance; a reversal has to consume it before motion is transmitted | Grows with reversals and wear, and sits differently once loaded |
| Installation tolerance | Base elevation and verticality differences leave each unit at a different starting height | Fixed, and unrelated to the drivetrain |
| Uneven load | Different force per unit gives different elastic deformation, so the height difference moves once load is applied | Varies with load distribution |
The most important column in that table is the last one. It answers "why does it pass unloaded and lose synchronization once load is applied?" Of the last three sources, two vary with load — and the fifth is not merely pushed around by load, it *is* a function of load. No unloaded test can see any of them.
Calculating the Torsional Lag
This is the part that turns "the shaft twists a little" into something you can design against. Start with the angle of twist in a shaft segment:
φ = T · L / (G · I_p)T is the torque transmitted through that segment, L is the length of the segment, G is the shear modulus of the shaft material, and I_p is the polar moment of inertia of the shaft section.
For a solid round shaft, the polar moment of inertia is:
I_p = π · d⁴ / 32d is the shaft diameter.
Twist is an angle, and what the machine feels is how much less the far unit has travelled. Convert it through the screw lead:
Δs = φ · P / (2π)P is the screw lead and Δs is the lagging displacement of the far unit.
Substituting the three into one another gives a single expression:
Δs = 32 · T · L · P / (2π² · G · d⁴)That expression deserves a second look, because it splits synchronization error into five controllable quantities — and only one of them is raised to a power.
Four Design Levers
The combined expression reads off directly: error is proportional to torque `T`, shaft length `L` and lead `P`, and inversely proportional to the fourth power of shaft diameter `d`.
So there are four levers:
| Lever | Direction | Effect |
| Increase the shaft diameter | d up | Fourth power, the strongest of the four: double the diameter and this component of the error falls to one-sixteenth |
| Shorten the shaft | L down | Linear, and limited by the span the machine actually has |
| Reduce the number of units in series | T per segment down | Shortens the accumulating chain as well — a double benefit |
| Lower the torque each unit transmits | T down | Means bringing unit loads closer together and reducing the total |
Why does shaft diameter come first and not last? Because of the fourth power. The other three levers improve the error linearly; shaft diameter improves it to the fourth power. That asymmetry makes it the cheapest single move in mechanical synchronization design — and the one most often skipped, because a slender shaft gets chosen on linear intuition.
The same expression reads in reverse. If a machine will not synchronize, look first at whether the drive shaft is too slender, rather than at the coupling or the control programme: checking the shaft diameter is usually the more effective of the three.
Commissioning: Three Measurements
However good the design calculation is, it has to be measured, because lead deviation, clearance and installation tolerance cannot be pinned down from drawings.
| Step | What you do | What you read |
| 1 | Run the full stroke unloaded, measuring the height difference between units at each position | The distribution of drivetrain error, not just the figure at the end of stroke |
| 2 | Load to the working load and re-measure the same set of positions | The increase contributed by elastic deformation and uneven load |
| 3 | Reverse over a section of stroke and measure the lost motion; then run up to speed until the units reach thermal state, and measure the height difference again | The size and direction of coupling backlash, and the height difference in the hot state |
All three steps have to record position, not only the end point. Synchronization error rarely grows evenly; it usually peaks at some intermediate position, and a test that reads only the end of stroke will not find that peak.
Reading the Symptom: A Diagnosis Table
| What the site shows | Likely main cause | Data to add | Suggested action |
| Passes unloaded, out of sync once loaded | Uneven load or elastic deformation | Actual force per unit | Re-measure the height difference under load; assess load distribution |
| Error grows toward the far end | Torsional accumulation in the drive shaft | Shaft diameter, shaft length, units in series | Calculate Δs; consider a heavier shaft first |
| Fine in one direction, offset on reversal | Coupling backlash | Reversal frequency, coupling type | Measure the lost motion; assess a different coupling type |
| Error roughly constant at every position | Installation tolerance or lead deviation | Base elevation survey | Level the bases, or re-zero against measurement |
| Degrades after a period of running | Backlash wear | Cumulative running time and reversals | Re-check the lost motion, schedule inspection |
| Span too wide to connect a shaft | Layout constraint | Span, available space | Move to an electrical synchronization design, engineered separately |
| Many units with widely different loads | Superposed sources | Unit count, load distribution, layout | Calculate Δs for the worst segment first, then choose the layout |
Field Checklist
At design stage:
- Fix the unit count and the layout — direct series or distribution gearbox.
- Calculate the torsional lag
Δsfor the worst shaft segment. - Check the shaft diameter first, for being too slender (the fourth-power relationship).
- Confirm the unit loads are close; where they differ widely, calculate them separately.
At installation:
- Measure base elevation and verticality for every unit.
- Record the coupling type and its fit condition.
- After the shaft is connected, bar the drive over by hand and confirm nothing binds.
At commissioning:
- Run the full stroke unloaded, measure the height difference at several positions, and record the position of each.
- Repeat at the same positions with load applied.
- Measure the lost motion on reversal.
- Tabulate the three sets of data as the baseline for later maintenance.
Common Errors and Scope
Common errors:
- Assuming mechanical synchronization means the units will always match. It bounds the error; it does not remove it.
- Measuring only the end point. The largest error often sits somewhere in the middle of the stroke.
- Accepting an unloaded test as the delivery test. The error changes once load is applied.
- Specifying the drive shaft too slender, picking it on linear intuition and ignoring the fourth-power relationship.
- Treating the starting height difference from installation tolerance as a synchronization problem. That one is a levelling job.
- Ignoring the reversal lost motion. A single-direction test cannot see backlash.
- Forcing a shaft across a span too wide for it, and ending up with a shaft that is both long and slender.
Scope of this article:
- The layouts, the five-source analysis, the calculation chain and the commissioning method apply to mechanical synchronization of multiple units in the SWL series of worm gear screw jacks.
- No synchronization accuracy figure or accuracy grade appears in this article. Achievable synchronization depends on configuration, installation and measurement, and has to be confirmed on site.
- No numeric values are quoted for shaft diameter, shaft length, torque or lead; those follow from the calculation for a specific project.
- Electrical synchronization design is not covered here — control strategy, feedback devices and algorithms sit in another field.
- This article does not replace strength verification or whole-machine safety design for a specific project.
Data to Send for an Enquiry
| # | Item | Why it matters |
| 1 | Number of units | Sets the number of segments in series |
| 2 | Layout | Direct series or distribution gearbox |
| 3 | Spacing between units and total span | Sets the shaft length |
| 4 | Total stroke | Drives the lead choice |
| 5 | Load per unit and its distribution | Sets T and the elastic deformation |
| 6 | Reversal frequency | Decides how acceptable the backlash lost motion is |
| 7 | Acceptable height difference | Set by the process, not by the supplier |
| 8 | Foundation conditions | Whether elevation and verticality can be held |
| 9 | Drive position | Sets which segment is the worst case |
| 10 | Whether an electrical solution is needed | Decided separately when the span is too wide |
Item 7 needs a particular note: the acceptable height difference is given by the process, not by the supplier. That single figure often decides the arrangement more than a model number does — where the requirement is tight, the answer is a heavier shaft or fewer units in series.
No unit count is prescribed here. The layout follows from the span and the loads; a habit is not evidence, and this article offers no statistic about what other projects do.
About This Article and the Publishing Entity
This article was written by the technical team of Chengfa Reducer (Changzhou) Co., Ltd. (CHINFAR) and published after internal technical review. The SWL series of worm gear screw jacks is supplied by Chengfa Reducer (Changzhou) Co., Ltd. CHINFAR products are built and delivered within the joint manufacturing system shared with HUIGUANG.
Related product and background reading:
- SWL series worm gear screw jacks
- What parameters SWL screw jack selection needs
- Industrial gearbox installation, lubrication and first-run checklist
Next Step
Send the ten items above to sales@chinfar.com. Items 3 (spacing between units) and 7 (acceptable height difference) matter most — with those two numbers the worst shaft segment can be sized.
To be explicit: this article does not promise any synchronization accuracy figure. Mechanical synchronization is a band that is calculated, built and then measured on the machine; where that band falls for your installation can only be established by calculation and by test.
