Machine Kinematics
solved, then drawn
Concept

Cam — where it appears

A shaped body that gives its follower the motion it was told to give, rather than the motion its geometry happens to allow. It is a conjugate pair whose relation is a stated function, and the price of prescribing a displacement is an acceleration nobody chose.

Named by 13 essays across 6 fields — each of them below, with the objects they name alongside it.

A cycloidal cam at 60°. A 20-unit rise over 120°, a dwell, a return and a dwell. The dashed curve is the pitch curve — where the roller's centre travels — and the solid one is the surface that has to be cut, which is the pitch curve offset inward by the roller radius along its own normal. The pressure angle at this instant is 25.5°: the angle between the follower's direction of travel and the normal to the surface, and the number that decides whether the follower jams in its guide rather than sliding.

Prescribing motion

A linkage gives the motion its geometry allows. A cam gives the motion it was asked for, which sounds like an improvement and is a trade — the displacement becomes free and the derivatives stop being.

cams · Cam The curves that do not move. A rotation about a point carries a curve into itself if and only if the curve is an arc of a circle centred on that point, and that one sentence is every exact dwell a machine has. Each bar is how far a curve moves when it is turned two degrees about the axis its mechanism turns about, as a fraction of its own radius. The two arcs about their own centres — a cam's dwell and a deadbeat's locking face — sit at the sampling floor, which is the sagitta of the polyline they are measured as and not a property of the geometry; the number is quoted with the floor beside it because an agreement quoted without its resolution is a mistake that is easy to make. Everything else is orders of magnitude above it, including the near-circular stretch of a coupler curve that a six-bar builds its approximate dwell out of.

The arc that is concentric with the pivot

A rotation carries a curve into itself exactly when the curve is an arc of a circle about the centre of rotation. Every exact dwell in a machine is that one sentence applied — a cam's dwell, a Geneva's locking disc, a deadbeat escapement's locking face — and the six-bar dwell that is merely very good is what happens when the curve is nearly one.

timing · Intermittent A dwell is a measurement, not a stop. The Stephenson six-bar's output against a full turn of the crank, with the four-bar it is built on for comparison. Inside a band of ±1° the six-bar's output holds still for 145.8° of crank and the four-bar's for 41.9°. The dwell comes from a stretch of the coupler curve that fits a circle of radius 3.006 to within 2.96e-3, and the arm from the coupler point is that radius. Nothing here stops; it moves less than the band.

A dwell made from a curve

Parts of a coupler curve are very nearly circular arcs. Put a link of the arc's own radius on the coupler point and its far end stands almost still while the point runs along it, so the output dwells — 146° of crank inside a one-degree band, against 42° for the four-bar it is built on. A dwell linkage does not stop. It moves less than the tolerance, and how much less is a number.

linkages · Synthesis A roller offset by 5.88, at 42.3° of the rise. The cycloidal programme — rise 20 over 90°, return over 170° — on a prime circle of 40 with a roller of 10, drawn with the follower fixed above and the cam turned anticlockwise to 42.3°. The follower's line of travel is 5.88 to the right of the cam's centre. The contact normal leans 21.81° from that line, which is the pressure angle, and measured off the drawn pitch curve it is 21.81°. At this offset the peak on the rise is 21.81° and on the return 21.81°; centred, they are 27.37° and 15.33°.

An offset trades the rise for the return

Moving a roller follower's line of travel off the cam's centre lowers the pressure angle on one stroke by raising it on the other. When the rise and the return are mirror images the best offset is zero. When the cam rises in 90° and returns over 170°, an offset of 5.88 takes the worse stroke from 27.37° to 21.81° by handing the return 6.48° it did not need.

cams · Cam A roller on an arm of 50 pivoted on the left, at 35.8° of the rise. The cycloidal programme — rise 20 over 90°, return over 170° — on a prime circle of 40 with a roller of 10, followed by a roller on an arm of 50 whose pivot is on the left of the cam, at (−49.92, 42.79). The pivot angle balances the two strokes, and the cam is turned anticlockwise to 35.8°. The faint arc is the path the roller's centre swings through. The contact normal leans 23.48° from the roller's direction of motion, which is the pressure angle, and off the drawn pitch curve it is 23.48°. At this instant the roller's line of motion passes 2.98 from the cam's centre. Balanced, the arm peaks at 23.48° on both strokes; a sliding follower at its best offset of 5.88 peaks at 21.81°.

An arm is an offset that grows with the lift

Carry a cam's roller on a swinging arm instead of a slide and its pressure angle obeys the offset follower's formula exactly, with the offset replaced by the distance of the roller's line of motion from the cam's centre. That distance turns with the arm. On a cam whose strokes are mirror images the best arm is worse than a centred slide by about 5,000/L² degrees and leans the follower by its own tilt on the dwells. On a quick-rise cam the pivot's angle rebalances either side of the cam for under a degree, where a sliding offset moved to the wrong side costs eleven.

cams · Cam What the valve does, against what the ratio promises. The solved valve lift, and the cam's lift multiplied by the nominal ratio. They are the same curve to the eye and they are not the same curve: the peak is 12.777 mm against a promised 12.842 mm, short by 0.51%. The shortfall is not an error in either number. It is what happens when a ratio measured at one position is applied across a movement, and it is why cam cards and rocker ratios are quoted together.

The cam is not the valve

A rocker arm's ratio is the ratio of two moment arms measured at one position, and the rocker swings twelve degrees while the valve opens. The instantaneous ratio runs 1.588 to 1.605, so the peak valve lift is 12.78 mm where the number on the box promises 12.84 — and the shortfall depends on how the rocker was set up, not on the cam.

applied · Cam A roller in the groove of a quick-rise cam at 600 rpm. The cycloidal programme — rise 20 over 90°, return over 170° — cut as a groove on a prime circle of 40 for a roller of 10, driving a follower of 0.5 kg pressed toward the cam by 20 N, and turned anticlockwise to 59.9° at 600 rpm. The groove must supply m·s″·ω² + F along the follower's travel, −66.6 N at this angle, so the roller bears on the outer wall. The marks on the groove are the four places in a turn where that force changes sign and the roller changes walls: 47.87°, to the outer; 87.13°, to the inner; 151.35°, to the outer; 193.65°, to the inner. The stretches of deceleration begin to cross over at 267.6 and 505.5 rpm.

A roller in a groove changes walls with the speed

A groove holds its roller between two walls and chooses between them by the sign of one force, the follower's mass times its acceleration plus the load pressing it in. Below a threshold speed that force never changes sign and the roller stays on the inner wall; each stretch of deceleration adds two crossovers above its own threshold. On a quick-rise cam at 20 N and half a kilogram the count goes from none to two at 268 rpm and to four at 506. A cycloidal law brings the roller across smoothly; a constant-acceleration law throws it across by a step of 3,200 N at 3,000 rpm.

cams · Cam Where the pad touches, and the rule that fixes it. The contact point's travel across the valve tip through one cam event, for a rocker squared up with the valve shut and for the same rocker squared up at mid-lift. The first wipes 1.35 mm and the second 0.34 mm — a factor of 4.0 for a shim under a stud. The rule an engine builder is taught is that the geometry is symmetric about wherever it is set square, so setting it square at rest puts the entire lift on one side of the symmetry. It is folklore that turns out to be geometry, and the same shim brings the peak lift back to 12.84 mm against 12.78.

Where the pad touches

A rocker's pad slides 1.35 mm across the valve tip through one cam event when the geometry is squared up with the valve shut, and 0.34 mm when it is squared up at mid-lift. The engine builder's rule about shimming a rocker stud is folklore that turns out to be geometry, and the same shim brings the peak lift back to what the ratio promised.

applied · Cam A Geneva's acceleration against three cam laws, at the same index angle. The output's acceleration through one index, divided by the step over the square of the input angle it takes — the unit in which a cam law's acceleration coefficient is quoted — so every law is one fixed curve whatever the step. The dark curve is a Geneva of 6 slots: its step is 360°/6 and its input turns 120° while indexing, and a cam indexer is given exactly those two numbers. The Geneva's coefficient is 5.653 against cycloidal 6.283, modified sine 5.528 and simple harmonic 4.935, so at 6 slots modified sine and simple harmonic have the lower peak. The Geneva's curve starts and ends away from nought, at tan(π/6) = 0.577 in absolute terms: its acceleration steps the instant the pin enters. Dragging the slot count moves only the Geneva.

When the index law becomes a choice

A Geneva's motion law is forced by its slot count and a cam indexer's is chosen, so the fair comparison gives the cam the Geneva's own index angle and step. On peak acceleration the cam wins only below a slot count that depends on the law — 5.19 for cycloidal, 6.23 for modified sine, 8.06 for simple harmonic — and above it the Geneva does. What no slot count removes is the step: the pin arrives with an acceleration of exactly tan(π/n).

timing · Intermittent The roller's flight across a 0.05 mm clearance at every crossover. The cycloidal quick-rise programme carrying 0.5 kg against 20 N at 600 rpm, with 0.05 mm between the roller and the wall it is not bearing on. At each sign change of the groove's force the roller leaves its wall, and each curve is the gap it opens, from nought to the far wall at the top of the plot: leaves at 47.9° and lands 6.6° later at 80 mm/s; leaves at 87.1° and lands 7.1° later at 63 mm/s; leaves at 151.4° and lands 14.6° later at 35 mm/s; leaves at 193.6° and lands 13.4° later at 42 mm/s. Dragging the speed moves the crossings, lengthens or shortens each flight, and just above a stretch's threshold shows a flight that never reaches the far wall.

The time a crossover takes

A roller in a groove changes walls where the groove's force changes sign, and it gets there by flying across the clearance. How hard it lands depends on the clearance through an exponent the motion law decides — two thirds where the force passes through nought, one half where it steps — a flight that ends in a dwell lands at √(2cF/m) whatever the speed, and just above each threshold the force changes sign and the roller never arrives at all.

cams · Cam A roller offset by 5.88, at 42.3° of the rise. The cycloidal programme — rise 20 over 90°, return over 170° — on a prime circle of 40 with a roller of 10, drawn with the follower fixed above and the cam turned anticlockwise to 42.3°. The follower's line of travel is 5.88 to the right of the cam's centre. The contact normal leans 21.81° from that line, which is the pressure angle, and measured off the drawn pitch curve it is 21.81°. At this offset the peak on the rise is 21.81° and on the return 21.81°; centred, they are 27.37° and 15.33°.

Six things a cam drive is not

A follower that is better off offset, a flat face with no size limit, a swinging arm that improves any follower, a groove that keeps its roller on one wall, a smooth law that is gentle everywhere, and a camshaft that delivers the law it was cut to. Six things people say about cam drives, each the natural reading of something true, each answered by a number the cam essays measured. They fail the same way: each reads the cam at first order, in positions and slopes, and the drive is decided at second order, in accelerations and curvatures.

wrong · Misconception On even drums the law lives in the cam's groove. The station the belt must stand at on drums cut for the even proportion, 300 mm long, against the share of the operator's handwheel travel, for the speed law (solid) and for the even proportion, whose groove is straight (dotted). Speed ratios are marked at the right; on the even drums the logarithm of the ratio is proportional to the station, so the groove is the demanded law redrawn. The speed law's groove is steepest where the handwheel starts, 2.95 times the even proportion's slope, and least steep at 0.45 times it; on a barrel of 40 mm pitch radius with a 30° pressure-angle limit it needs 6.1 turns of the handwheel, against 2.07 for the even proportion.

A cam moves the law off the drums

A cone drive cut for a steep speed law needs long drums, because a belt cannot straddle a steep change of ratio across its own width. Cut the drums for the even proportion instead and let a cam between the handwheel and the belt fork place the belt, and every law runs on the same 300 mm. The steepness does not go away. The cam's groove is steeper than the even groove by exactly the factor the law's own drum was longer, 2.95 for the speed law and 44.7 for a fan's, and it is paid in handwheel turns instead of drum: six turns for the speed law against 884 mm of drum, and a fan law that needed thirteen metres becomes buildable.

strands · Strand The same 45° rise on an arm, with the quick return and with a return chosen for the arm. A cycloidal rise of 20 over 45°, cut for a flat face on an arm pivoted 90 from the cam's centre and lifting against its turning, each at the least base that keeps the cam convex. Left: the quick programme's return, 170° cycloidal, base 23.26, with 1.0% of room before the return goes wrong. Right: a 170° simple harmonic return, base 18.08, with 4.9% of room before the rise limits it.

A gentle return cannot widen a steep rise

An arm lifting against a cam on a 45° rise had its least base pinned by the return: raise it a hundredth and the return went concave. Give it a return chosen for the arm, slower or gentler, and the least base falls from 23.3 to 18.1, a fifth less. But the window above it only grows from 1% to 4.9%, because once the return is out of the way the rise closes the window itself, and the arm's own reach closes the next one. With a tenth's room the best return saves 8% of base, and no return of nine gives a quarter's room. Constant acceleration, the law with the lowest peak deceleration, is the worst return of the three.

cams · Cam

Named alongside it

The objects these essays reach for when they reach for this one.

DwellMotion lawPressure angleAccelerationFollowerRoller followerBase circlethe Geneva mechanismJerkPitch curveCircular arcCoupler curve

All concepts