Concept

Clearance — where it appears

The gap in a joint that lets a pin sit anywhere within a small circle, which this site reads as a short link with a free direction. Reading it as a link is what lets the same solver handle a mechanism with play in it, and what it adds is freedoms rather than error — a joint with clearance has more ways to move, not just worse ones.

Named by 70 essays across 17 fields — each of them below, with the objects they name alongside it.

a crank rocker with a post: the closest pair at one position. The same four-bar with a post bolted to the frame, just clear of the coupler's path. Every joint is where the solver put it, exactly as in the linkage field; the material is the only thing added. The heavy segment joins the two closest points over every pair of parts that is tested — which excludes pairs sharing a pin, since their material surrounds that pin by construction — and its length is the gap: 0.2561 here, between rocker · post. A negative value is a penetration depth, the distance the pair would have to be moved apart, and it is drawn in the warning colour.

A link that takes up room

For twenty-three fields a link in these essays has been a distance between two points, and a distance cannot collide with anything, because it is not anywhere. Give every link a body and a question arrives that none of the constraint equations can ask.

bodies · Body
Peaucellier's cell: the closest pair at one position. Eight links, ten pins and an exact straight line — the site's densest planar loop. Every joint is where the solver put it, exactly as in the linkage field; the material is the only thing added. The heavy segment joins the two closest points over every pair of parts that is tested — which excludes pairs sharing a pin, since their material surrounds that pin by construction — and its length is the gap: 0.1983 here, between long arm A · crank. A negative value is a penetration depth, the distance the pair would have to be moved apart, and it is drawn in the warning colour.

A gap is a number

A collision test that answers yes or no cannot say by how much, and therefore cannot say what would fix it. The quantity this field is built on is one signed number: positive is a gap, negative is how far the parts would have to be moved to stop overlapping.

bodies · Body
Lost motion on a 24-tooth ratchet. A pawl can only drop into a tooth, so an input that has moved by less than one tooth pitch has moved the output by nothing at all. On 24 teeth the pitch is 15.0°, and that is the worst case with one pawl. Two pawls offset by half a pitch halve it and three thirds it, because whichever pawl is over a root drops first. None of this is a manufacturing question: the numbers are the same on a perfectly made ratchet, which is what separates them from the lost motion an as-built measurement would.

The resolution is the pitch

A ratchet's step and a ratchet's error are the same number. Nothing about how well it is made improves that, more pawls divide it by a whole number, and the obvious remedy — cut more teeth — runs into a wall that is geometric rather than practical: at a tooth depth of 0.16 radii the construction stops at twenty-nine.

timing · Intermittent
The gap is a function, and it has corners. The smallest gap over every tested pair, at each of 360 solved positions of the crank. Two things are visible that a check at the ends could not report. The minimum, 0.1041, is in the middle of the travel and not at either end. And the curve has 4 corners, each one a change in which pair is closest — the colours — so the function is piecewise smooth rather than smooth, and its minimum is not where a derivative vanishes. Refining off the sample grid by golden section moves the answer by 1.4e-5, which is what a corner rather than a smooth minimum looks like.

A gap with corners in it

The clearance between two parts is a function of the crank angle, and it is not a smooth one. It has a corner wherever the closest pair of features changes hands, so its minimum is not where a derivative vanishes and is not at either end of the travel.

bodies · Body
The contacts that fight each other — four-legs. With more contacts than freedoms, some weighted sum of the contact forces is zero: those contacts push against each other and not against the part. The weights are the left null space of the wrench matrix and they are drawn here. For four legs on a floor they come out as +−+− — the alternating sum — which is why a table rocks about a diagonal and never sideways, and why the gap under the fourth leg is δ₁ − δ₂ + δ₃ − δ₄ exactly.

The seventh contact

Add a contact to a part that is already exactly constrained and it adds no rank, so it constrains nothing — and it is the only contact in the set that can fail to touch. For four legs on a floor the combination that constrains nothing is the alternating sum of the four, which is why a table rocks about a diagonal and never sideways.

applied · Mobility
A pin in a hole is a short link. Left: a pin of radius 0.86 in a hole of radius 1, so the clearance is 0.14. The pin's centre may sit anywhere within that of the hole's centre. Right: the same joint as it enters the kinematics — a binary link of fixed length 0.14 and free direction, with a revolute at each end. That is not an analogy. It is the same set of relative positions, so every count, every Jacobian and every solve written for linkages applies to it unchanged, and a four-bar with play at each pin is a mechanism with eight links and eight joints.

A clearance is a link

A pin in a hole is not a joint at a point. Its centre may sit anywhere within the difference of the two radii, so the two links it joins are connected by a body of fixed length and free direction — a binary link with a revolute at each end. That is not an analogy, and taking it literally makes a four-bar a mechanism with eight links, eight joints and five degrees of freedom.

practice · Clearance
Backlash is what the centre distance buys. A 20-and-40-tooth pair, module 1, run at centre distances either side of the one at which the two teeth exactly fill the circular pitch. Backlash is measured from the drawn tooth thicknesses — no involute equation appears in the calculation — and plotted against the textbook linearisation j = 2 Δa tan α_w. Left of zero the teeth interfere and the pair cannot be assembled at all. So backlash is not slop and it is not wear: it is a quantity a designer buys with a centre distance, and buying none of it means specifying a centre distance that has to be exact at every temperature.

Backlash is an allowance

A gear pair with no backlash cannot be run, and a pair with the wrong amount cannot be assembled. It is bought with a centre distance — 0.03 too far apart on a 30 mm centre buys 0.022 of it, which is a quarter of a degree at the pinion — and the textbook formula that says so is right about the slope and drifts 4.5% at a centre-distance error nobody would accept anyway.

gears · Tooth
How far the crank turns before the rocker does. With a clearance of 0.01 at each pin, the crank must be turned this far on reversal before the rocker moves at all. Through most of the cycle it is about 2.8°, and at its best 1.44°. At the two positions where the rocker reverses — marked — it is unbounded: the output velocity passes through zero there, so no amount of crank rotation moves the rocker out of its clearance band. The peak in a plot like this is therefore a property of the sampling and not of the mechanism; it reads 402° at 96 samples and grows without limit as the sampling is refined. The number worth quoting is the plateau.

How far the crank turns first

Reverse the input of a four-bar with a hundredth of clearance at each pin and the output does not move for about 2.8° of crank rotation. At the two positions where the rocker reverses it does not move at all, however far the crank is turned — the lost motion is unbounded there, and the peak in any plot of it is a property of the sampling rather than of the mechanism.

practice · Clearance
5 contacts, and 1 of them free not to touch. A hexagon on five contacts. Each contact is removed in turn and the hold recomputed; the ones drawn in the warning colour are those whose removal leaves the part still held, which is to say the ones that are constraining nothing the others were not already constraining. There is one here, and the margin without it is 0.091 — unchanged, to every figure. That is the unilateral form of what a redundant constraint costs, and it costs something different from the bilateral form: a redundant bilateral constraint has to be satisfied and cannot be, so it leaves a gap somewhere; a redundant contact is simply free not to touch, and whether it does is decided by errors nobody controls. positioned by solving, not by drawing.

The contact that is free not to touch

A hexagon on five contacts holds, and taking one of the five away leaves the margin at 0.0914 — unchanged, to every figure. That contact constrains nothing the others were not already constraining, and what it actually does is become the one member of the set that is free not to touch, with the decision made by errors nobody controls.

holding · Restraint
The same error, twice, in two directions. A Sarrus linkage with one axis of one chain tilted off true, and the motion range that survives. Tilted within the plane the chain works in, it does not care: at 0.2 radians — eleven and a half degrees, which is not a manufacturing error by any standard — it still drives through a full turn. Tilted out of that plane, 0.001 radians stops it dead. Two hundred times the error, in the other direction, for no cost at all. What separates them is whether the perturbation lies in the screw system the mechanism leaves unconstrained — so "an overconstrained mechanism must be exact" is not merely crude, it is wrong about the case it is usually said of.

Fragility has a direction

Tilt one axis of a Sarrus linkage out of true by a thousandth of a radian and it stops dead. Tilt the same axis of the same mechanism by two hundred times as much, in the other direction, and it drives through a full turn with nothing measurably wrong. Three orders of magnitude between two errors of the same size — and the direction that matters is the one the reciprocal screw system names.

practice · Overconstraint
Every pin position, and what it costs — 3 mm between the doors. One cell per candidate pin position: the door is swung through 95° from each and the worst clearance recorded. Light cells clear; dark cells mean the door would pass through the partition or through the door beside it, by up to 18 mm. The horizontal line is the door's own front face. With the doors touching, the boundary sits exactly on it — because the front corner's sideways rate is the pin's distance behind it, and that is zero only there. Each millimetre of gap buys a few millimetres of depth, and at 3 mm the deepest pin that still clears is 10 mm behind the face.

Where a hinge pin can go

A cabinet door's front corner moves sideways as it opens at a rate equal to how far the pin sits behind it, so with the doors touching, no pin behind the door's face can open one without going through the next. Three millimetres of gap buys nine and a half millimetres of depth, and that is the whole reason a concealed hinge has four bars instead of a pin.

applied · Coupler
What the clearance has to swallow. Bennett's linkage with its second length multiplied by 1 + δ, and the closure error the solver drives down to and then cannot improve on. The loop does not close at any δ tried, including one part in a million. But the gap is exactly proportional to δ — the ratio varies by 0.07% across four decades — with a measured constant of 0.507. Shared over 4 joints that is 0.127 δ of play per pin, so a linkage machined to one part in a thousand needs about 0.20 mm of clearance in a link of 1.6 m, or a hundredth of a millimetre in a link of 1.6 cm. That is an ordinary running fit, and it is why a mechanism that cannot be built is in every folding table.

Why a hinge works

A door hinge with three knuckles is overconstrained — three axes imposed where one would do, and exactly parallel is a condition no bored hole has ever met. It works because the misfit is 0.507 times the error and the play in each knuckle is larger than that. The mechanisms these essays called unbuildable are built every day, and the thing that builds them is the clearance that was already there.

practice · Overconstraint
The transmission angle through one turn. μ is the angle at B between coupler and rocker, computed from each solved position rather than from a formula. It runs from 54.3° to 100.3° for these lengths. The shaded band is the usual design rule — keep μ between 40° and 140° — and this linkage stays inside it throughout. The rule is about geometry alone: nothing here knows about friction, and a mechanism with a comfortable μ can still be a poor machine.

What is still outside

Eight essays here end by saying that clearance, backlash, friction or wear are not modelled. This field took two of those four, because a tolerance is a set of geometries and a clearance is a short link, and both are questions about where a mechanism can be. The other two are not, and this is the page that says exactly where the line falls and why it is where it is.

practice · Practice
How close a synthesis puts two pins. The distribution of the smallest pin-to-pin distance on any one link, over all 1,176 exact syntheses. Burmester's construction returns points, and points can be arbitrarily close together: the shortest here is 0.103, on a mechanism whose poses span more than two units. The shaded band is what a boss of radius 0.25 forbids — 148 of them, 12.6%. The link that is worst is most often the crank, which is not where a designer looks: the frame's two ground pivots are the pair everybody checks by eye.

A pin is not a point

A joint in the fields before this one is a name and two coordinates. A pin is a cylinder with material round it, a length through the stack of plates, and a head — and every one of those turns some construction that returns points into a construction that may return nothing buildable.

bodies · Body
The pose set is finite exactly when the part is held. Two arrangements, both with 0.06 of clearance on every contact, with the set of positions the part's centre may occupy drawn to scale. The one on the left holds: its pose set is a small bounded polyhedron, and every dimension of it is proportional to the clearance. The one on the right does not: its pose set runs off the page in the direction the part slides out of the vee, and giving the contacts a tighter tolerance narrows the box without ever closing that direction. A tolerance cannot buy a hold. The clearance decides how big a finite pose set is and the arrangement decides whether it is finite, and the second question has to be settled first because no amount of the first will settle it.

Held is not located

Back every obstacle off by a clearance and the permitted poses become a polyhedron — bounded exactly when the arrangement is a hold, since an unbounded direction of it would be a ray of the escape cone. So whether a part is held is whether its pose set is finite, the clearance is what gives that set a size, and the two questions have to be settled in that order because no tolerance settles the first.

holding · Restraint
Seven arrangements, one routine, and the two that hold. Every row is the same three steps: write down one row per contact — the moment of its normal about the origin, then the normal itself — take the convex hull of those rows, and ask whether the origin is inside it. The parts differ, the numbers of contacts differ, and the routine does not. Two of the seven hold. The other five leave the part something, and the interesting column is what: four rays of rotation for the pinwheel, a translation straight out of the vee, and for the last two a whole line rather than any number of rays, which is what a rank below three means and is the case a reader has to be warned about. Note that the four contacts of the second row are the four of the first row, on the same four edges of the same square, at the same distance along each. positioned by solving, not by drawing.

Six things a hold is not

A rank read as a restraint, a count read as an answer, four contacts placed the wrong way round, a nullity taken for a spin, a part free in every direction and unable to leave, and a tolerance offered as a cure for an arrangement that was never a hold. Six claims, each with the number that kills it.

wrong · Misconception
Half a tooth, spent three ways. Each bar is one beat of the escape wheel: exactly half a tooth pitch, 6.0° on 30 teeth, whatever the faces are cut like. The dark part is the impulse, which is the only part that does anything to the pendulum; the pale part is the drop, in which nothing is touching anything; the short tail is the lock-in run, in which the arriving tooth drags the wheel backwards as it settles. On the arc with no draw that tail is exactly zero and the budget has two terms. On every other face it is not, and the three still sum to the half pitch to twelve figures — which is the check, since the three are computed from three different contacts.

What a drop cannot be smaller than

Two thirds of an escape wheel's travel is drop, and drop does nothing. The obvious economy is to cut it down, and it cannot be cut down, because every dimension it is made of has a tolerance and a drop smaller than the accumulated error is a tooth that does not clear the pallet it is leaving. The stack is 0.39°, and it barely moves when the tooth count triples.

practice · Tolerance
Which pin's play costs the most. Each pin's clearance taken one at a time, at 0.01 on links of 1 to 4, with the direction swept rather than assumed. The ranking runs A 32%, B 25%, O₂ 22%, O₄ 21% — a spread of 1.52 against the 3.43 the four lengths spread over. Clearances are more evenly weighted than length tolerances because each pin joins two links and so enters two of the four sensitivities, which is why the best bearing buys less than the best-held length does — and why it still goes somewhere the load path does not suggest.

Which pin to buy

The four lengths of a four-bar contribute 38, 26, 25 and 11 per cent of its output error — a spread of 3.4. Its four pins contribute 32, 25, 22 and 21 — a spread of 1.5. Clearances are more evenly shared than length tolerances, because every pin joins two links and so appears in two of the four sensitivities, and that changes what a better bearing is worth.

practice · Clearance
The output is a band, not an angle. The rocker's angle through one turn of the crank, for a four-bar whose four lengths are each specified to ±0.01. The line is the nominal mechanism; the band is where the output of an actual one lies, found by building all sixteen extreme combinations of the four lengths at every crank angle and solving each. The band is not a constant width: it is 0.73° at its widest, near 30°, and 0.36° at its narrowest — a factor of 2.0. Which of those a designer is told depends entirely on where the mechanism was measured.

Where the boundary moved again

The practice field's inventory ended by naming what the work after it should do first: take the feature positions as the variables and derive the lengths. That is done, and it turned out not to be an extension of the tolerance field but half of a different one — because where a length comes from and what a measurement determines are the same question.

practice · Practice
What preload takes away, and what it leaves. The same four-bar with 0.01 of clearance at each pin, driven so that the load through every joint keeps one sign. The upper line is the lost motion it had before: about 2.80° of crank rotation thrown away on every reversal, unrepeatable, and not removable by calibration. The lower curve is what is left once the pins are held against one side of their holes — a fixed offset of between -0.330° and 0.013°, which is a dimensional error rather than play, so its average of -0.136° comes out in a calibration and only the 0.343° of variation survives. A factor of 8.2, bought with a permanent parasitic load that is not modelled here.

Taking up the play

Preload does not make a clearance smaller. It takes away the clearance vector's direction, which is the property that made the error unrepeatable — so 2.80° of lost motion becomes a 0.343° offset, of which 0.136° is a constant that calibrates out. A factor of eight, bought with a permanent parasitic load that is not modelled here.

practice · Clearance
Whether the part goes in is one inequality. Two of the four contacts are moved and the other two left where the drawing says; the horizontal and vertical axes are those two errors, inward positive. The shaded region is where the part still goes in and the unshaded region is where it does not fit at all — not fits badly, not is located wrongly: there is no position and no orientation the part can take. The boundary is the straight line 0.250·e₁ + 0.250·e₂ = 0, whose coefficients are the shares from the previous figure. Four probe points are marked, each checked twice — once by the inequality and once by a linear program that looks for a pose and reports the program infeasible when there is none — and the two agree at every one. A hold turns a set of tolerances into a single condition, and the weights in it are what say which contact is worth making accurately.

Which contact to make accurately

A hold turns a set of contact tolerances into one linear inequality, and the weights in it are the coefficients of the combination that cancels — a quarter each on a square held by four, and 0.144 to 0.424 on a hexagon held by five. Above that line the part goes in and below it there is no pose it can take at all: not badly located, not out of position, no fit.

holding · Tolerance
Two rotors cut undersize, and the gap that is their seal. The conjugate pair at three positions of its turn, each rotor cut 3 undersize — its boundary moved that far inward along its own normal, with the full-size outline dashed behind it. At full size the two are in contact at every angle, so cutting both back by 3 leaves exactly 6.0 between them wherever they were touching. Measured over a whole lobe pitch the gap runs from 5.9965 to 6.0000 against a prediction of 6, a worst departure of 3.46e-3.

The clearance that is the seal

Two rotors that are each other's conjugates touch at every angle of their turn, so cutting both back by the same amount leaves exactly twice it between them, everywhere. Open the shafts by the same amount instead and the gap runs from four per cent of it to all of it. And a pair that is not conjugate has no seal to cut: over one lobe pitch it swings from two and a half units inside itself to two and a third apart.

meshing · Meshing
A one-way clutch with no teeth in it. A bore of radius 20 with a 5-sided star inside it, each face a flat at 16.7 from the axis, and a roller of radius 1.6 in each wedge. The gap between a flat and the bore is widest at the middle of the flat and narrows towards its ends, so a roller rolled towards an end is nipped. Left: every roller at rest, 5.60° from its flat's own perpendicular, with 0.02 of clearance still in the gap. Right: every roller at its seat, 6.25° along, with the gap equal to the roller's diameter. Getting from one to the other takes 1.449° of the star, and that is the mechanism's lost motion.

A ratchet with no teeth

A roller clutch holds one way and runs free the other with nothing on it a tooth could be called. Whether it grips is a question about friction, which no drawing settles. How far it moves before it does is geometry: a clearance divided by the gap's own slope, so its lost motion is a length rather than a fraction of a pitch — 1.4° against a 24-tooth ratchet's 15° — and unlike a ratchet's it is not divided by adding more holding elements.

timing · Intermittent
The two circuits at a flat position, and the play that joins them. The input and output angles of a parallelogram whose input is short by 1e-3, near the flat position where the exact parallelogram's two motions would cross. With no play the linkage's configurations are two curves, an upper and a lower, 0.1095 radians apart in output angle at the flat input angle — the square root of the error, not the error. Each shaded band is what a radial play of a stated fraction of the error makes reachable, and the innermost boundary is the play-free pair. At a play equal to the error the bands meet and the linkage can pass from one circuit to the other.

A length error is undone by its own size

A parallelogram built a thousandth wrong loses its change point, and the two motions it could have chosen between end up a tenth of a radian apart — the square root of the error rather than the error. The radial play that joins them again is a thousandth exactly: not of that order, that number. It is the same number a third crank charges the same linkage in misfit, and no pin is worth more of it than any other.

constraint · Mobility
An inner cable in its sheath, pulled and pushed. A sheath routed through two bends — the first turning 90° on a radius of 70, the second turning back 90° on 55 — drawn with its bore exaggerated to a clearance of 7 so the inner's two positions can be seen. Pulled, the inner is taut and takes the shortest path the tube allows, hugging the inside of each bend; pushed, it is pressed against the outside. Both paths are strands over pulleys of radius R ∓ c at the bend centres. At this clearance the pulled inner is 20.53 shorter than the centreline and the pushed one 23.63 longer, against c times the total turning, 21.99. At a real clearance of 0.25 the pulled inner is short by 0.7834 against 0.7854. Dragging changes the first bend's angle.

A strand in a tube

A Bowden cable's inner runs inside a sheath with a little clearance, and pulled it takes the shortest path the tube allows — a strand over pulleys of radius R − c at every bend. So its lost motion is the clearance times the total angle the sheath turns through: no bend radius in it, no route shape, and the S-bend that turns nowhere net loses as much as the U that turns back. Steering a handlebar changes it by exactly c times the change in angle.

strands · Strand
One shaft angle, five places along a twisted rotor. A mismatched pair — a cycloidal rotor against a circular-tipped one of the same height, which are not each other's conjugates — with the rotors twisted by 1 lobe pitch along their length. The section at a given place along the shaft is the flat pair at an input angle shifted by the twist so far, so at one instant the five sections shown are at five different phases of the same mesh: the two bodies are into each other by 2.42 at the tightest section and 2.34 apart at the widest, with a mean of -0.408 across the whole seal. All five are drawn at one scale, and nothing here is meshed twice: one planar profile is read along a window.

A twist steadies what it cannot tighten

A helical rotor's sections are at different phases of the same mesh, so the clearance a machine has at one instant is a window along its own profile rather than a point on it. A wrap of exactly one lobe pitch holds the seal's open area constant through the turn — every harmonic at once, whatever the profile — and leaves its average, its tightest place and its widest place exactly where they were.

meshing · Meshing
A framework built off square, and the play it asks for to move at all. The nine bars with their two lines 4° from perpendicular, as built and after the first joint has been pushed 0.2 along its line. The framework has a freedom by rank and no motion, so the push cannot be taken with the bars at their lengths. With every bar allowed to be wrong by 1.509e-4 — which is a radial clearance of 7.547e-5 at each end — a placement exists, and the worst bar in it is out by 1.509e-4. The same push on the perpendicular framework needs no allowance at all, because there it is a motion.

The right angle as a tolerance

Dixon's nine bars move only when their two lines are exactly perpendicular, and a framework built a degree off square has a freedom by rank and no motion at all. Give its joints clearance and it moves a bounded distance: the play each bar needs is proportional to the tilt and to the square of the travel, one constant serves every tilt, and all nine bars end up at that play exactly. Then it reaches its first crossing, where the push is as large as the motion ever makes it, and a hundredth of a push further costs fifty-eight times the law — square or not.

constraint · Mobility
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
The taut inner, and the walls it is actually held by. A sheath of two 8° bends on a radius of 40, its bore drawn at a clearance of 4, with the shortest path from ferrule to ferrule inside it. Nothing about a bend goes into that path: it is the shortest route the tube allows, found by tightening a funnel against every cross-section in turn, and the places it reaches the wall are where it is held. At this clearance the two bends hold 53% and 53% of their own turn, and the inner is short of the centreline by 0.854 against the closed form 1.117 — 76% of it. Widen the bore and the path lifts off.

Which walls a strand is held by

A Bowden inner is short of its sheath by the clearance times the total turning — a law with no bend radius in it and no route shape. It is exact while the inner touches the inside of every bend, and a bend shallower than the turn the inner spends crossing the bore is not touched at all. Past that the law is an over-estimate, and what the inner actually loses flattens onto a ceiling that has no clearance in it.

strands · Strand
The disc, the wheel, and what has to be cut out of it. A 6-slot Geneva at 0° of driver, with the driver's locking disc of radius 27.0 drawn about its axis and the wheel drawn as the material it actually has — inside its rim, outside the 6 concave locking arcs cut into it, and clear of the 6 slots. The disc and the wheel share the region near the line of centres, so the disc has to be cut away wherever the wheel is ever there while the pin is driving. Swept over the whole index that cut-away spans 236.3°, against an index sweep of 120° — it is wider, because the rim is still swinging through the disc's circle after the pin has left the slot.

The disc decides the pin count

A Geneva's pin count is usually bounded by the slots: p indexes must not overlap, so fewer than 2n/(n−2) pins fit. The other half of the mechanism has its own inequality and nobody had measured it. The locking disc must be cut away wherever the wheel passes through it, that cut-away is wider than the index sweep at every slot count, and it is the binding condition everywhere — one pin only, from four slots upward.

timing · Intermittent
Five poses, five four-pose slides, and the compromise between them. Left, the moving body's frame with the slider point of each four-pose subproblem — the point whose four images are in a line when one pose is left out — and the compromise point whose five images all miss one guide by the same amount. Right, the fixed frame: the body in its five poses and the images of the chosen point, with its guide. Leaving out pose 1 to 5 misses that pose by 0.5304, 0.0836, 0.0383, 0.0422, 0.1288 units; the compromise misses every pose by 0.0140, on alternate sides. The body is about two units long.

The slide five poses almost have

Five prescribed poses leave no slide: a body point would need five images in a line, three conditions on two coordinates. But each of the five four-pose subproblems has exactly one slider point, and each misses the pose it left out by a distance a pair of compasses can find. Those five misses price the best compromise without solving for it. The slide that misses every pose by the same amount misses by one over the sum of their reciprocals — the misses add like resistances in parallel — and giving up the best single pose instead is always between two and four times worse.

synthesis · Synthesis
The drive in 2 arcs. Chebyshev's two arms, whose regions over the whole drive overlap though the parts never come within 0.380 of each other. The outlines are each part's region over the whole drive. The filled ground is what a test that sweeps the drive in 2 equal arcs still flags: the points some arc's sweep of one part shares with the same arc's sweep of the other. With 2 arcs that is 0.859 square units. The parts are drawn at their closest approach.

Four arcs and the false alarm is gone

A swept region forgets when, so two parts whose regions overlap may never meet: Chebyshev's two arms share 4.66 square units of ground and never come within 0.38. Cut the drive into arcs, sweep each part over each arc, and compare regions only arc against the same arc. The test stays sound and costs the same sweep, and it forgets less with every cut. Four arcs clear Chebyshev's arms and eight clear Peaucellier's worst pair. A certificate that needs no grid asks for three times as many, and the same arms made wide enough to touch are refused at every number of arcs.

bodies · Body
A disc cut undersize, turned until a pin touches. A twelve-pin cycloidal drive whose disc was cut as if its pins were 1 larger than they are, drawn at 10° of the eccentric with the disc turned a further 1.082° about its own centre — the turn at which the first pin touches. One pin touches, pin 0, marked in its own colour. The pins within half the clearance of touching are drawn in a second colour and the rest plainly: 5 of the twelve are within half the clearance and 7 further off. The clearance is exaggerated so that it can be seen; at every clearance measured, one pin touches first.

A clearance leaves one contact

A cycloidal drive's disc, exactly as its pins generate it, touches nine or ten of its twelve pins at once, and that is why it can drive where two identical rotors cannot. Cut the disc two hundredths undersize, as a real drive is cut, and a rigid disc turned until it touches meets one pin, at every angle of the eccentric and in both directions. The arm that pin gives is never worse than the exact disc's best. What a clearance takes away is load sharing, and deflection gives it back: contacts that may give by the whole clearance put six or seven pins within reach.

meshing · Meshing
The disc, the wheel, and what has to be cut out of it. A 6-slot Geneva at 20° of driver, with the driver's locking disc of radius 13.5 drawn about its axis and the wheel drawn as the material it actually has — inside its rim, short of the 6 flat chords cut across it, one between each pair of slots, and clear of the 6 slots. The disc and the wheel share the region near the line of centres, so the disc has to be cut away wherever the wheel is ever there while the pin is driving. Swept over the whole index that cut-away spans 126.8°, against an index sweep of 120° — it is wider, because the rim is still swinging through the disc's circle after the pin has left the slot.

A flat holds the wheel to second order

A Geneva wheel is held between indexes by a disc on its driver sitting in a concave arc, and that disc is so large that one pin is all a wheel of four slots or more can carry. Hold the wheel on a flat chord instead and the disc must shrink to the crank times sin(π/n). Its cut-away falls from 236° to 127° on six slots, and a second pin fits at every count from four to twelve. The cost is the hold itself. An arc lets the locked wheel rock in proportion to the running clearance and a flat as its square root: 0.022° against 1.48° at a clearance of 0.02 on a crank of 30.

timing · Intermittent
The compromise slide needs its block on alternate walls; a working load chooses otherwise. The five prescribed poses of a body about two units long, driven by the one crank of Burmester's four that turns through them in order — centred at (1.531, -0.730), radius 1.492, turning 149° — and guided by the compromise slide, whose block has play 0.0140 either side of the guide's centre line; the two walls are drawn ten times further apart than they are. At pose 3 the compromise needs its block on the + wall (hollow ring). A working load along the guide, opposing the block's motion, presses it onto the − wall (filled). The walls needed at the five poses are + − + − +; the walls that load presses are + − − − −, and the body's own weight presses + − − + +.

The load picks the wall

The best slide for five poses misses each by 0.0140, on alternate sides, so a block with that much play either side reaches all five — if it bears on the right wall at each. Nothing in a slot says which wall. The load does: the block presses whichever wall the load's moment about the crank pin sends it to, and changes walls only where that moment changes sign. Four changes are needed. The body's own weight gives two, in the wrong places, and play then makes the slide worse; a working load gives one, and needs nineteen times the play.

synthesis · Synthesis
Two circuits at an ordinary change point, and how far apart a length error leaves them. A four-bar on the Grashof boundary g + a = b + c — ground 4, crank 1, coupler 2.50, output 2.50 — with its crank short by 1e-3, near the one input angle at which its two assemblies would meet. Built exactly, the two curves would cross at the origin. Built with the error they pass each other 0.0400 radians apart at the flat input angle, against the law 2√(2bδ/c(g + a)) = 0.0400, and the pin clearance that rejoins them is 1.0000e-3: the error itself. Dragging the coupler's share of b + c moves the separation and leaves the clearance where it is.

Every change point lies flat

A parallelogram a thousandth wrong is rejoined by a pin clearance of exactly a thousandth, at any of its four bearings. The obvious guess is that an ordinary change point — a linkage on one Grashof boundary with no equal bars — would need a clearance with a constant in front and would reveal which bearing is loose. It does neither, because every change point has its four joints on one line. What does acquire a constant is the angle: 2√(2bδ/c(g + a)) when the circuits separate, and a stall constant with no coupler or output in it at all.

constraint · Mobility
The disc, the wheel, and what has to be cut out of it. A 6-slot Geneva at 0° of driver, with the driver's locking disc of radius 18.8 drawn about its axis and the wheel drawn as the material it actually has — inside its rim, outside the 6 V notches cut into it, each face tilted 14° off the chord, and clear of the 6 slots. The disc and the wheel share the region near the line of centres, so the disc has to be cut away wherever the wheel is ever there while the pin is driving. Swept over the whole index that cut-away spans 159.8°, against an index sweep of 120° — it is wider, because the rim is still swinging through the disc's circle after the pin has left the slot.

A V holds the wheel to first order

A Geneva wheel locked on concave arcs holds to first order and carries one pin; locked on flat chords it carries two and holds only to second order. Cut the lock as a shallow V instead — two faces tilted a few degrees off the chord — and it keeps both. Its disc is the crank times sin(β + γ), small enough for a second pin up to 34° at four slots and 5.6° at twelve. It rocks as acos(cos γ − c/a) − γ, which is linear in the clearance below 2a sin²γ, and at a running clearance of 0.1 on a crank of 30 it holds five to eight times tighter than the flat. The trade was between two shapes, not a law.

timing · Intermittent
The same drive with a smaller eccentric: every pin touches. Twelve pins on a ring of 60, pin radius 5, and the disc exactly as those pins generate it, at 10° of the eccentric. Left, the eccentric at exactly R/N = 5, whose roots are round sockets: 9 pins touch (solid) and 3 stand clear (dashed), the pins near the roots. Right, the eccentric at 0.8 of that, 4.00, whose roots are smooth: 12 of twelve touch. Over a pin pitch the socketed disc touches 9 or 10, and every smaller eccentric measured touches all twelve.

A disc whose roots are not sockets

Put a cycloidal drive's eccentric at exactly the pin circle's radius over the pin count and every root of its disc is a round socket; take any smaller eccentric and the roots are smooth. The sockets looked like a benefit — a pin in one closes its gap both ways at up to the full pitch offset. Measured from a half of that eccentric to all of it, they are the opposite. The socketed disc touches nine or ten of its twelve pins, every smaller one touches all twelve, and its first contact keeps the smallest share of the pitch offset of the seven. What a smaller eccentric really costs is the pitch offset itself: the free turn per unit of clearance is 0.0365 divided by the eccentric's share.

meshing · Meshing
Six balls, two grooves each, and a cage. A Rzeppa joint bent 20°, input shaft along z and output shaft turned about x. Each ball lies where the plane of its inner-race groove, through the input's axis, meets the plane of its outer-race groove, through the output's axis; at equal input and output angles every ball is in the plane bisecting the two shafts, and the cage holds them there. Left, from the side: the two shafts and the bisecting plane edge-on, the balls on it. Right, along the cage's normal: the six balls round their circle, the plane of the bend drawn across it. At an input angle of 0° a cage clearance of c lets the output lag or lead by up to 0.350 c radians, c in ball-circle radii.

A Rzeppa cage adds its clearances

A Rzeppa joint keeps constant velocity because its cage holds every ball in the plane that bisects the two shafts. Give the cage's windows a clearance c and the output can lag or lead the input. Six balls might be expected to limit that lag through the worst of them, or as a root sum of squares. They do neither. Opposite balls are one constraint, the cage's two tilts spend two of the three, and what is left adds the three pairs' allowances like clearances in series: 0.350 c at a 20° bend, twice what the worst ball alone would allow. The lag falls to nought each time a ball crosses the plane of the bend, grows with the bend itself, and a four-ball joint cannot hold it at all.

pairs · Pair
Every shared cell asks for a cut between two visits; 2 cuts answer all of them. Chebyshev's two arms: each of the 5,510 cells of ground both parts occupy at some point of the drive, as the stretch of drive angle between one part's last visit to it and the other part's first — every such cell is visited by each part in one unbroken stretch, so each gives exactly one interval. Sorted by where they end, one in 21 drawn. A partition of the drive clears the pair exactly when every interval holds a cut. The vertical lines are the fewest cuts that do, placed greedily at the earliest unstabbed end: 1.072 and 1.428, making 3 arcs of 0.360, 0.356, 0.274 radians. The thicker intervals are the ones the rule cut at; they do not overlap, so no partition clears the pair with fewer cuts.

Three arcs, cut in the right places

Equal arcs clear Chebyshev's two arms at four and Peaucellier's long arm and rhombus bar at eight. Each cell of ground the two parts share is visited by each part in one unbroken stretch of the drive, so each asks for exactly one cut, somewhere between the two visits — and the fewest cuts that answer every cell are found greedily from one sweep and proved least by the intervals that forced them. Three arcs clear Chebyshev's arms and five clear Peaucellier's pair, and halving only the arcs that still flag finds four and five at three and four times the sweeping.

bodies · Body
A pin with friction lets the cam's force miss the pivot, by the friction circle. A rope pulled to the right, gripped by a cam whose pivot pin has a radius of 0.16 (drawn larger) and friction 0.5, so the pin's force on the cam may lie anywhere tangent to or inside its friction circle, radius 0.072. The dashed lines from the contact touch that circle; the cam's force on the rope can lie anywhere between them, where a frictionless pin would allow only the line through the centre. The shaded wedge is the contact's friction cone, 21.80° either side of the normal for μ = 0.4. At a lean of 23° the cleat holds a forward pull (it holds up to 24.14°, against 21.80° with a frictionless pin) and lets go when pulled back (it locks backwards below 2.56°).

A stiff pin buys grip with release

A cam cleat on a frictionless pin holds a rope while the line from the contact to the pivot leans no more than the contact's friction angle. Give the pin friction and the cam's force may miss the pivot by the pin's friction circle, so the cleat holds to a lean steeper by exactly the angle that circle subtends: tan γ ≤ μ + (ρ/h)√(1 + μ²). But the same friction makes a cleat leaning less than arctan(ρ/h) lock against a backward pull as well, and refuse to let go. Both edges of the working window rise, the lower at a slope of one and the upper at √(1 + μ²): the grip gained is almost all paid for in release.

holding · Restraint
A seat round the stop's nose holds the four-bar if it is tighter than the nose centre's path allows. The four-bar of frame 4, crank 1.2, coupler 3.4 and rocker 2.8 at a crank angle of 70°, its coupler carrying a round nose of radius 0.3 centred at (1.593, 2.160). The nose sits in a hollow seat on the frame of radius 0.8, touching it at (1.650, 2.454), on the line from the nose's centre to the coupler's pole at (2.505, 6.883), off the top of the drawing. The dashed circle is where the nose's centre may go without the nose entering the seat: a disc of radius 0.50. The curve through the nose's centre is the path the four-bar gives it, with a radius of curvature of 0.893. The seat's disc is tighter than the path, so the path leaves it either way and the four-bar cannot turn: the stop holds. The threshold is a seat of radius 1.193, the path's radius plus the nose's.

A stop aimed at its pole holds by curvature

A stop whose normal passes through its pole forbids nothing at first order, and whether it holds at all is decided by curvature. For a round nose the deciding curve is not the one it touches: the seat that just holds is the path of the nose's centre moved out by the nose, 1.193 on a four-bar where the contact point's own circle says 0.776. Past it, one contact holds both ways — loosely, as the square root of its clearance.

topology · Topology
A spring hung below the body puts the block on alternate walls. The five prescribed poses, the crank that drives them and the compromise slide, with one spring of no free length from a fixed point on the frame at (3.41, 1.16) to a point (-0.60, -1.20) of the body's frame, 0.92 below its lower edge on an arm, stiffness 2.51 per unit length against a unit working load along the guide. The spring's pull is at most 11.7 times the load. With it the block bears on the walls + − + − + at the five poses, exactly the compromise's, and crosses its slot 4 times on the way. At pose 2 the spring pulls with 10.1 and the block needs, and gets, the − wall.

A spring balanced against the load

The best slide for five poses reaches all five with play in its slot only if its block bears on alternate walls, and neither the body's weight nor a working load puts it there. A spring can, and whether one does is a linear program. No point of the body can carry it: for every such point there are weights on the poses under which any spring's pull cancels. A point on an arm below the body can, and a spring from it pulling at most 11.7 times the load gives + − + − + exactly. The spring alone presses one wall throughout; it works by balancing the load, and only for loads within nine per cent of the one it was chosen for.

synthesis · Synthesis
Where a length comes from. A coupler 3.5 units long is a part with two holes in it, and neither hole's position is the length. Each carries an error of 0.010, of which 60% is common to both because they were bored in one setup — the whole pattern shifts by that much and the distance between the holes does not change. What survives is the independent part, 0.0063 at each hole, combining to 0.0089 on the length. A drawing that tolerances the length at ±0.010 is describing a part nobody makes, and it is out by a factor of 0.894 — optimistic below a shared fraction of one half and pessimistic above it.

Where a length comes from

A coupler 3.5 units long is a part with two holes in it, and neither hole's position is the length. What reaches the length is only the part of each hole's error the two do not share — so a drawing that tolerances the length is describing a part nobody makes, and is out by a factor of √2 in one direction or by everything in the other.

metrology · Parameter
Dixon's nine bars with every joint somewhere inside its clearance. Dixon's framework — joints at -2, 1, 3 on one line and -1.5, 1, 2.5 on a line square to it, every joint of one set barred to every joint of the other — with each joint moved to a seeded point inside a disc about its nominal place. The discs are drawn with a radius of 0.12 so that they can be seen; the framework measured has joint errors about a hundred times smaller. The nominal joints lie on two lines, which is one conic, and that is what lets nine bars on six joints flex. The joints as built lie on no conic: at an error of ρ, seed 2's smallest singular value is 0.1746ρ where the nominal framework's is nought, so by rank it is a structure.

The clearance that makes the framework generic

A clearance lets Dixon's nine bars move, and it also moves their joints off the two lines that let them move at all. Six joints off a conic make the framework rigid by rank, with a smallest singular value proportional to its distance from a conic. The same clearance that did the damage pays for it fourteen times over: a framework built anywhere inside its clearance discs is pushed to its first crossing using at most 7% of the allowance those discs give. The tilt of the lines decides how far it goes; its own joint errors change that by about 1%.

constraint · Mobility
6 pairs, 16 cuts if each is cut alone, 4 for all of them together. Peaucellier's cell's pairs of parts that never touch but whose whole-drive regions share ground, each in its own lane: its intervals between visits to shared cells (thin, one in several drawn) and the fewest cuts that pair needs alone (solid ticks). long arm A / rhombus QB: 5 arcs; long arm A / rhombus PB: 3 arcs; long arm B / rhombus AQ: 5 arcs; long arm B / rhombus AP: 3 arcs; rhombus AQ / rhombus PB: 3 arcs; rhombus QB / rhombus AP: 3 arcs. Cut separately they need 16 cuts. The dashed lines are the fewest cuts for every pair at once, 4, at −1.132, −0.290, 0.658, 1.360 radians — as few as the worst pair alone needs — and the intervals they were placed at do not overlap, so no partition does with fewer.

Four cuts serve the whole cell

A region test between moving parts needs its drive cut where each pair's two visits to shared ground separate, and one pair of Peaucellier's arms needs four cuts. The cell has six such pairs, and cut one at a time they would need sixteen. Cut together they need four, the same four moments, because every pair crosses its shared ground on either side of them. Built from a whole-drive region test the cell would take six planes; the four cuts give back the true four, where equal arcs need eight to do it.

bodies · Body
The flank bends towards the disc, and the pin's radius is measured against that bend. One root of a twelve-pin cycloidal drive, pin radius 5 on a ring of 60, with the eccentric at 0.97 of R/N. The thin line is the curve the pin's centre traces in the disc's frame, its tip pointing at the disc's centre; the dashed line is that curve offset towards the disc by the pin's radius, which is the disc's edge wherever nothing trims it. Either side of the tip the flank bends the other way, towards the disc, most tightly 22.6° of the eccentric from the root, with a radius of 5.36 (the circle, centre marked). The pin's radius, 5, is measured along the same normal to the offset point. The offset point stops short of the centre of curvature, so the offset does not fold and the root is untrimmed. The two meet at 0.9740 of R/N.

The flank that trims the root

A cycloidal disc's roots are trimmed, and its pins start standing clear, above an eccentric that was known only for one drive: 0.974 of the pin circle's radius over the pin count, for twelve pins of radius 5 on a ring of 60. The trimming is a bend. Either side of each root the flank of the pin's path curves towards the disc, and where that bend is tighter than the pin the offset folds. The bend has a closed form, so the threshold does too, √(1 − ρ²(N + 1)³/27(N − 1)) for pins of radius ρ, and it falls well below one for fat pins or many of them. On every drive measured, the classical eccentric loses contacts and lever together.

meshing · Meshing
A pair moves until its gap reaches what its joints' play can take up. Two legs of three revolute joints each, sharing one twist, pushed along it: the gap left between their nearest poses, along the one wrench they share, for the pair built through the shared line, the pair with one joint tuned and the pair with two. The horizontal line is the gap the six joints' play can take up, 4.52 times a radial play of 10⁻⁶. Each pair travels until its curve meets the line: built through the shared line, 1.31e-2; one joint tuned, 6.63e-2; two joints tuned, 1.39e-1.

A shake travels as a root of the play

Two three-revolute legs that share a twist let their platform shake along it: the gap between their nearest poses grows as the square of the push, or the cube once one joint is tuned, or the fourth power once two are. With play in the joints, the pair moves until that gap uses up what the play can take, and that is a root: the square, cube or fourth root of the play. At a play of a millionth the three pairs travel 0.013, 0.066 and 0.139 along their twist. A tuned joint is worth more the tighter the joints are, five times the travel at a millionth and eleven at a hundred-millionth.

spatial · Spatial
The seat at the pole, and the friction cone at its contact. The four-bar of frame 4, crank 1.2, coupler 3.4 and rocker 2.8 at 70° of crank, its coupler's round nose of radius 0.3 in a seat of radius 0.8 on the frame, aimed through the coupler's pole. At the contact the shaded wedge is the friction cone for a coefficient of 0.1: every force the seat can press with lies within 5.7° of the normal. The normal itself runs through the pole, so it has no lever about it; the cone's edges do. Under a moment of 0.001 on the crank against a contact of stiffness 10⁶ the crank turns 1.70e-4 radians, against 1.48e-3 with no friction; released, it stays at 1.70e-4.

A seat with friction stays where it is pushed

A stop aimed through its pole holds a four-bar by curvature, because its normal has no lever about the pole. Friction has one, and the obvious guess is that it lets such a stop hold at first order. It does something narrower and stranger. It cannot hold what curvature releases, since a gap that opens carries no force for friction to be a share of. It makes a seat that holds up to twenty-six times stiffer, turning its cube-root give into a square root. And it makes any stop whose pole lies inside its friction cone stay where a load pushed it: released, the seat at the pole does not come back.

topology · Topology
A slide spends one ball of every pair. A 6-ball Rzeppa joint bent 20°, at the symmetric position, with its cage slid along its own normal by 0 of the window clearance c and then tilted to allow the largest lag. Each column is one ball's window, from −c to +c, and the dot is where the ball sits in it at that lag: −1.00, 1.00, −1.00, 1.00, −1.00, 1.00 c. The lag is 0.3500 c. Opposite balls lie on one line through the joint's centre, so a lag or a tilt moves them opposite ways and a slide moves them the same way: whatever the slide gives one ball of a pair it takes from the other, and the lag falls as 1 − s/c.

A floating cage frees three balls and not six

A Rzeppa cage that may slide along its own normal as well as tilt has a third freedom, and counting constraints against freedoms says a six-ball joint should then lose its hold on the lag altogether. It loses nothing: a slide moves both balls of an opposite pair the same way, so it spends one ball's clearance for every one it frees, and the six-ball lag stays at 0.350 c. A three-ball joint, whose balls have no opposites, loses its bound outright, because three ball centres always lie in some plane. Offset grooves then add a second limit, set by the worst ball alone, which takes over from the cage only past an offset of about 0.35 times the tracks' play over the windows'.

pairs · Pair
One body point, one stiffness, and an attachment point for each load. The five prescribed poses with the lightest spring, from a point within a unit of the body's outline, that puts the rocking block on + − + − + against the body's weight: from the body point (-0.60, -1.20), on an arm 0.92 below the body, to an attachment point at (2.93, 1.97), stiffness 2.513, pulling at most 8.97. Designed against no load, the weight, the working load or both, the program picks the same body point and the same stiffness every time and moves only the attachment point: no load (3.04, 2.10), the body's weight (2.93, 1.97), the working load (3.41, 1.16), weight and working load (3.29, 1.03) (all four marked).

The arm belongs to the poses

A spring from the frame can put a rocking slide's block on the alternate walls its five poses need, but only from points on an arm below the body, never from the body itself. That looked like a fact about the working load the spring was balancing, and the body's own weight, which never changes, might have moved the reachable points onto the body. It moves them nowhere. Under no load, the weight, the working load and both, the program finds the same 155 points of the body's frame, the same lightest body point and the same stiffness, and only the spring's attachment point moves. The arm belongs to the five poses. And the earlier spring's band of nine per cent on the working load was its design margin: the band grows with the spring's pull, about one unit of load per hundred of pull.

synthesis · Synthesis
Every surface tried, and the group it permits. The census the six lower pairs come out of. Each row is a surface, sampled at 240 points; the freedoms column is six minus the rank of a matrix with one row per point, saying that the velocity a twist gives that point is tangent to the surface. Nothing is fitted and no shape is recognised — the surface's own normals write the matrix down. Three different surfaces of revolution give the same group, which is the content of the classification; two surfaces give nothing, which is what almost every surface gives. Eleven surfaces, six groups. The last column is the ratio of the smallest singular value kept to the largest discarded, so a row reading 10¹⁵ is not near being reclassified by anybody's tolerance.

The pair a catalogue sells

A plain bearing is a cylindrical pair and a catalogue calls it a bearing. Add two thrust faces and it is a revolute pair, which is a different joint and changes every mobility count downstream. The kinematic identity of a bought part is decided by which surfaces touch, and the catalogue's word for it is not the same information.

practice · Clearance
Past the crossing, one push names two placements, one in each family. Dixon's framework, joints at −2, 1, 3 on one line and −1.5, 1, 2.5 on a line square to it, held by B₁ and the direction of B₁W₁, with B₂ pushed 0.5 along its line. Solid: the placement on the family the framework starts in (++), reached before the crossing. Dashed: the placement at the same push on the family beyond it (+−), reached after W₂ has passed the other line at a push of 0.591 — the faint framework — and the push has begun to fall again. Every bar has its drawn length in both. A framework with no errors moves from one to the other through the crossing; a framework as built has no motion and must be carried there by its play.

The price of the other family

At its crossing, Dixon's framework passes from one family of placements to another, and past it every push names two placements, one in each. A framework built with its joints anywhere inside a clearance ρ has no motion to follow, so its play has to carry it. The price of going on is proportional to ρ, from 0.002ρ to 0.20ρ across ten frameworks, exactly as a parallelogram's change point is — and reversing every joint error leaves it unchanged. Eight of the ten find the far family dearer than their own and two find it cheaper, and all of them find it far inside the 2ρ their clearance gives.

constraint · Mobility
A V of two faces, each turned off the line to the pole. The four-bar of frame 4, crank 1.2, coupler 3.4 and rocker 2.8 at 70° of crank, its coupler's round nose of radius 0.3 resting in a V of two flat faces on the frame. Each face's normal is turned off the line from the nose to the coupler's pole so that at the contact it misses the pole by 12.79°, one each way, so that each face holds the crank one way at first order. The shaded wedges are the friction cones for a coefficient of 0.2, half-angle 11.3°: the pole lies outside each, so released from either side the crank springs back. Each face's moment per radian, through a contact of stiffness 10⁶, is 72 thousand.

Return and stiffness come from the same aim

A stop with friction looked like a trade: aim it near its pole and friction multiplies its stiffness seventeen times, aim it outside the friction cone and it springs back when released. The trade is an artefact of how the gain was counted. Friction's factor multiplies a stiffness that vanishes at the pole, and measured outright a stop aimed further away is stiffer at every friction — 271 per radian at 1.1° and 104,000 at 21.3° with none, 4,631 and 184,000 at a coefficient of 0.3. Return and stiffness are bought by the same aim. What the aim costs is the other side: a face aimed off its pole holds nothing the other way, so a stop that must return both ways is a V of two faces, and across a friction band from 0.1 to 0.2 a V aimed 12.3° each way returns from both and is 8,800 times stiffer than the seat at the pole.

topology · Topology
3 handovers, and 3 cuts where the shared ground stands empty. Four in turn: each tool's lift against the cam angle, from its own cam, with a thick bar under it while its front is inside the shared ground. The dashed lines are the fewest cuts that clear every pair of tools at once, 3, at 114.5°, 204.5°, 294.5°, and the shaded bands are the windows each may move in, 65° to 115°, 155° to 205°, 245° to 295°: the times when no tool is inside the shared ground. The pairs need 1 cut at worst and 6 between them; the station changes hands 3 times after the turn's seam.

A cam machine is cut at its handovers

In one symmetric linkage, every pair of parts crosses its shared ground on either side of the same few moments, so the whole machine needs no more cuts of its drive than its worst pair. Four tools driven by four cams into one work station do not share their moments. Each pair needs one cut, the pairs need six between them, and the machine needs three: one for each time the station changes hands. Each cut can move only within the time the station stands empty, which is the cam diagram's own timing margin, and when a schedule is squeezed until that margin closes, the tools collide.

bodies · Body
Past the play, a caged joint shares its load and a grooved one leans on one ball. Two six-ball Rzeppa joints bent 20°, at an input angle of 15°, each twisted 0.03 of a window clearance past its free lag, with every contact a spring of the same stiffness and the cage and balls settled where the stored energy is least. Bars: each ball's share of the total contact load. Left, grooves offset 0.1, where the cage sets the play: 0.17, 0.20, 0.19, 0.16, 0.14, 0.15, 5.91 balls' worth. Right, grooves offset 0.7, where the grooves do: 0.00, 1.00, 0.00, 0.00, 0.00, 0.00, 1.00 balls' worth. Dotted: an even sixth.

A tight groove leans on one ball

A six-ball Rzeppa joint's free play is set by the tighter of its cage and its offset grooves, and the two limits look alike from outside. They are not alike once the play is taken up. With every contact made a spring of the same stiffness and the joint twisted past its free lag, a joint whose cage binds spreads the first load across four to six balls' worth and, a third of a window clearance on, gives every ball between 0.17 and 0.19 of it. A joint whose grooves bind puts the first load on one ball alone over most of a ball pitch, and two clearances on it still spreads it over fewer than six. At the same torque its hardest-pressed ball carries 1.5 to 3.0 times the caged joint's. Tightening the tracks to cut the play buys the play with uneven loading.

pairs · Pair
Where two coefficients vanish, a curve; where three do, two points. The second leg's three joints each turned about the shared line by ψ₁, ψ₂ and ψ₃. Every point of the curve makes the shake's second- and third-order coefficients nought, σ₂ = σ₃ = 0, found by continuation from the earlier two-joint tuning (black) both ways, over an arc of 7.25 rad, until it reaches configurations where the two legs come close to sharing a second twist (crosses), where every coefficient runs off to infinity. Left: ψ₂ against ψ₁; right: ψ₃ against ψ₁. The curve is drawn in one colour where σ₄ is negative and another where it is positive; it changes sign at the two dots, (106.31°, 140.35°, 24.66°) and (136.39°, 57.24°, 18.34°), where σ₄ is nought too. Marked: 50% of the way along, at (107.0°, 141.4°, 25.2°), where σ₄ is positive.

Three tuned joints stop at the fifth order

Two legs of three revolute joints that share a line of force let their platform shake, and every joint of the second leg turned about that line clears one more order: the square of the push, then the cube, then the fourth power. A third tuned joint was expected to buy the fifth. Read off the two legs' own Taylor series instead of a push test, the set where the second- and third-order coefficients vanish is a curve in the three tuning angles, and the fourth-order coefficient crosses nought on it twice. At both points the gap falls as the fifth power of the push, confirmed independently with slopes of 4.97 and 4.89. The fifth-order coefficient is −0.0042 at one and 0.109 at the other, and with three angles spent there is nothing left to clear it: three tuned joints stop at the fifth order. And a higher order is not always more travel: in a millionth of play the second of them moves less than the fourth-order pair.

spatial · Spatial
A spring that pulls the same at every pose holds the band for less. The five prescribed poses of the rocking slide's body, with the arm point the earlier essays found lightest, (-0.60, -1.20) in the body's frame, and the spring that keeps the block on + − + − + for every working load from nought to the design load. The shaded sliver is every attachment point from which any spring that pulls can choose those walls at all. A constant pull of 44.6 from (3.10, 2.05), no stiffness, pulls at most 44.6 times the unit load.

A constant pull holds the band for less

A spring with free length was the obvious way to make the rocking slide's spring cheaper, and it does nothing: offered one, the lightest design takes none, at every arm point tried. The spring's law never mattered to where it may hang, because the walls depend only on which side of each crank pin the spring's line passes, and that cuts the attachment points to a polygon whatever the spring is. What the law decides is the price. Three poses bind at the lightest attachment point, and a spring whose tension follows its length must pay for the longest of them. A pull that is the same at every pose pays for none of them, and holds the band from nought to the design load for 44.6 units against 52.0. Designing for the band directly halves the hundred units the earlier essay read off by scaling.

synthesis · Synthesis
A rod on three blocks, on three slides through one point, and it moves. The double slider of slides at 70° and a rod of 2, with a third block on the rod at a point of its rolling circle (radius 1.064, drawn at this instant) and a third slide along the line that point draws, through the same crossing. Five bodies and six joints of one freedom each: the count gives 3·4 − 2·6 = 0. The rod turns anyway, all the way round, every pin on its slide, because each point of the rolling circle runs on a line through the crossing and the third slide is that line.

A third slide moves only through the crossing

Every point of a double slider's rolling circle runs on a line through the slides' crossing, so a rod can ride a third block on a third slide there, and a fourth and a fifth. The count gives nought, then minus one, then minus two; the rod turns freely every time, because each slide past the second is implied by the first two. Build the third slide slightly wrong and the count wins, in a way that depends on the error's kind: moved parallel, the rod turns freely inside the block's clearance and does not assemble outside it; turned by ε about the crossing, it moves only in two windows a turn, of 2·arcsin(c/(2r sin ε)) each, where the third pin passes through the crossing.

curves · Coupler
Each family carries one self-stress, and the price is how hard the errors load it. Dixon's framework pushed 0.5 along B₂'s line, on the family it starts in. Pinned and pushed it has eight free coordinates against nine bars, so it carries exactly one self-stress: bar forces that balance at every joint. Each bar is drawn with a width in proportion to its share of that stress, tension solid and compression dashed: B₁W₁ -0.126, B₁W₂ 0.210, B₁W₃ -0.140, B₂W₁ 0.270, B₂W₂ -0.395, B₂W₃ 0.350, B₃W₁ -0.333, B₃W₂ 0.587, B₃W₃ -0.337. A framework as built with joint errors d pays, per unit ρ, |ω·e| / Σ|ωᵢ|, where e is the bar-length error its joints make. Framework 4 pays 0.0293 on the near family and 0.0267 on the far one; framework 7 pays 0.0131 and 0.0023.

The price is one self-stress

A Dixon framework built with its joints a little out of place has to be carried past its crossing by play, and the play it needs was measured by bisection, framework by framework. It has a closed form. Pinned and pushed, the framework carries exactly one self-stress on each family, and the least play is the errors' bar misfits weighted by that stress, over the stress's size. The formula matches every measured price to 0.6%, says why two frameworks of ten prefer the far family, and finds that one in twelve does.

constraint · Mobility
A V carried on a slide and pressed onto the nose. The four-bar of frame 4, crank 1.2, coupler 3.4 and rocker 2.8 at 70° of crank, its coupler's round nose of radius 0.3 held in a V of two flat faces. The V rides on a slide along its own axis and a spring of force F presses it onto the nose, so it can be pushed back as the crank turns. Each face's normal is turned 45° off the V's axis, and misses the line to the coupler's pole at its contact by 47.6°. The shaded wedges are the friction cones for a coefficient of 0.2. Turning the crank past the V takes a moment of 1.39 F; released, the V pushes the crank back with 0.64 F.

A V pressed onto its nose has a window

A V of two faces holds a four-bar's coupler both ways and returns it, as long as each face is aimed off the coupler's pole by more than the friction angle. Squeeze the nose between both faces and two different things can happen. A rigid V cut a hundred-thousandth tight cannot lock, because the crank moves the nose across the V and never into it; it only stops short of home, inside a dead band that is μ/tan ψ of the play an equally loose fit would leave. A V pressed on by a spring, as a detent is, rides back along its own axis, and that is the direction a wedge locks in. It returns from an aim of arctan μ at the contact and locks at 90° less arctan μ about its axis, so its aim has a window, and the V that is most nearly reversible inside it is a right angle.

topology · Topology
Two stations, each shared by its own tools, and an arm that visits both. A cell with two work stations 3 apart. Station A is fed from the left and pressed from above; station B is pressed from above and emptied to the right; an arm pivoted below and between them picks a part up at A, swings it to B and parks midway. Every tool is 0.3 wide and reaches 0.15 past its station's centre, so the shaded squares are the only ground any two tools share, each square shared by its own station's tools and the arm. At 230° station A holds nothing and station B nothing.

Two stations share a cut when they hand over together

A cam machine's region test needs one cut of its drive for every time its shared ground changes hands. A cell with two work stations has two pieces of shared ground, each with its own handovers, and a single cut can serve both if it falls when both stations stand empty. So the cell needs somewhere between its busier station's count and the two stations' sum, and its cams decide where. Out of step, a press-and-transfer cell needs four cuts; with the same tools and strokes put in step, two. The transfer arm that carries the part between stations makes one shared cut for free, because while it swings it is at neither.

bodies · Body
A relief as deep as the contact's own approach, spread across the flank. One root of the twelve-pin disc cut at 0.97 of its threshold, pins of radius 5 on a ring of 60, with the edge relieved inwards by a cosine bump of depth 0.01 and half-width 1 rad of eccentric centred on each flank. The relief is drawn 200 times deeper than it is: at true scale it is 0.2% of the pin's radius, the size of the contact's own approach at the design torque, and invisible. The thin line is the unrelieved edge; the pin touches it at the flank's sharpest point, where the unrelieved edge's radius is 2.23.

A relief is sized for one torque

A cycloidal disc cut near its trimming threshold has long levers and a point on each flank, where the pins carrying most of the load press hardest. Relieving the edge a little near the flanks can take most of that point away. On a twelve-pin drive at 0.97 of its threshold, a relief 0.01 deep spread across a radian either side of each flank lowers the peak contact pressure by a quarter and keeps every lever, to within 7% of the disc cut at its least-stress eccentric, whose levers are a fifth shorter. The relief does it by unloading the flank, not by reshaping it, so its depth must be the contact's own approach at the design torque. At a quarter of that torque it is worse than no relief at all, and a relief of hundredths of the pin's radius, which is what was expected to work, takes pins out of the load.

meshing · Meshing
Tighten the windows and the cage's limit drops below the grooves'. The six-ball Rzeppa joint bent 20° with its grooves offset 0.7 and a track play of one: across a ball pitch, the free lag the grooves alone allow (solid) and the cage alone allows with windows of clearance 0.5 (dashed). The joint's play is the smaller of the two. The cage is the limit wherever its curve is the lower, here at every input angle; it becomes the limit everywhere once the windows' clearance is below 0.559 of the track play. The largest play over the pitch is 0.163.

A tight cage spreads the load until the tracks join in

A Rzeppa joint whose offset grooves set its play loads one ball first, and at equal torque its hardest-pressed ball carries up to three times a joint whose cage sets the play. Tighten the cage's windows below 0.559 of the track play and the cage becomes the limit at every input angle: the first load spreads over 3.6 balls' worth or more everywhere, the play falls, and at low torque the worst ball carries no more than a caged joint's. The cage does not stay in charge. Once the twist reaches the gap between the two limits the tracks engage, unevenly, and the worst ball climbs back towards the untightened joint's. A tighter cage widens the gap and pushes that torque up, so the windows' clearance is a choice about the torque at which even loading should end.

pairs · Pair
Either side of the crossing, only W₂ is somewhere else. Dixon's framework, pinned at B₁ with the bar B₁W₁ held in direction, a distance s = 0.3 along its motion before its first crossing (solid) and the same distance beyond it (dashed, W₂'s three bars only). The motion is Dixon's closed form with t = 1 − s²: every joint but W₂ is a function of s², so it is in the same place on both sides — here to the last digit — and W₂ is at s and −s, on opposite sides of the line through the black joints. The push on B₂ is the same at s and −s and is largest at the crossing, a fold; W₂'s side of the black line passes through nought.

A push turns back at the crossing

Dixon's framework as built has play enough to go on past its first crossing onto either family, and the question left open was which one a push on B₂ chooses: the family whose self-stress is cheaper, or something else. Neither. Dixon's own formula says that near the crossing every joint but W₂ moves as the square of the distance along the motion, so the push is at a fold there on both sides, and no push can carry the framework through. Ten frameworks as built, pushed to their turning point and pulled back, all retrace, including the two that are cheaper beyond. Driven instead by W₂'s side of the black line, all ten go through, needing exactly the worst price on their path, and the price is continuous through the crossing.

constraint · Mobility
The pin opposite the third runs on the perpendicular slide, a quarter turn behind. The double slider of slides at 70° and a rod of 2, with a third block at a point of its rolling circle (radius 1.064) and a fourth at the opposite point, each on the slide its pin draws through the crossing. The two extra pins are the ends of a diameter of the rolling circle, so their slides are at right angles and their positions along them are 2r cos(φ − φ₃) and −2r sin(φ − φ₃): here 1.864 and 1.027. Four blocks and the count gives minus one; the rod turns, and the fourth pin passes the crossing a quarter turn after the third.

A fourth block can only take freedom away

A rod on a double slider can carry a third block on a third slide through the crossing and still turn, and a slide turned slightly wrong leaves it free only in two windows a turn. The hope was that a fourth block, at the point of the rolling circle opposite the third, would travel in opposition and cancel the error. It cannot, for two reasons. The opposite pin is the other end of a diameter: it runs on the perpendicular slide, a quarter of a turn out of phase, so its windows fall exactly between the third's. And whatever its place, a block only adds a condition the rod must also meet, so the rod's freedom is an intersection and can only shrink. With the double slider's own blocks exact, the third and the opposite fourth turned 0.0066 rad each lock the rod, where the third alone still moves at any error.

curves · Coupler
A clearance that has a sign, over a tolerance box. The same machine at each of the sixteen corners of a ±0.02 band on its four lengths, with the smallest gap over a whole drive computed at each. The nominal machine clears by 0.1041; the worst corner clears by 0.0763 and the best by 0.1321, a band 0.0558 wide from a tolerance of 0.02 on each length. Every other quantity computed from the lengths becomes an interval when the lengths do. This one has a sign, and an interval that reaches zero is not a wider answer to the same question — it is a different answer, because on that side of it the parts do not go together. 24 random draws inside the box beat no corner, which is the check that the extremes are where they are assumed to be.

A clearance inside a tolerance box

Every quantity derived from the lengths becomes an interval when the lengths become ranges. This one has a sign, and an interval that reaches zero is not a wider answer to the same question — it is a different answer, because on that side of it the parts do not go together.

practice · Tolerance
B₂ and W₂ go round like the ends of a trammel bar. Dixon's framework in its own frame: the black joints on the horizontal line, the white on the vertical, nine bars joining every black to every white. Round the whole motion, all four families joined at their crossings, B₂ is at √2 cos ψ on the black line and W₂ at √2 sin ψ on the white, so the bar between them (heavy) slides with its ends on two perpendicular lines and turns once as the framework goes once round. The corner of the rectangle on B₂ and W₂ (small dot) is at angle ψ on the dotted circle of radius √2, and goes round it once. Here ψ = 60°: B₂ at 0.707, W₂ at 1.225. The arc at W₂ is the motor's angle, from the bar W₂B₂ to the bar W₂B₃, 37.2°.

A drive that goes round is an angle

Dixon's framework moves round a loop through four crossings, and a push on B₂ folds at two of them while a drive on W₂'s side folds at the other two. A lever moving both was proposed as the drive that would go all the way round. It cannot, and no drive that is one number read off the joints can: round the whole loop B₂ and W₂ sit at √2 cos ψ and √2 sin ψ on their two lines, the ends of a trammel bar, so the loop is a circle and every such number has a top and a bottom on it. A lever only moves its two folds off the crossings. What goes round is an angle. Four of the framework's eighteen joint angles turn once as it goes once round, never stopping, and a motor at W₂ takes ten frameworks as built all the way round at the worst price on the loop — 1.00 to 1.46 times their worst crossing — after which every turn repeats the first.

constraint · Mobility
A slide turned about a point is free in a band round that point. The double slider of slides at 70° and a rod of 2, with a third block and a fourth at the opposite point of the rolling circle (radius 1.064), each on the line its pin draws through the crossing. Each extra slide is set to pass through its pin at one common pose of the rod, 45° from either pin's crossing, so a turn error of 0.01 rad pivots it about that pin's place then: -1.505 along the third's line and -1.505 along the fourth's. With a clearance of 0.01 the block is free while its pin is within c/sin ε = 1.000 of the pivot (the shaded bands). At the angle shown the third pin is at -1.505 and the fourth at -1.505: the rod is free.

Fit every extra slide at one pose

A double slider's extra slide, turned slightly wrong, leaves its block free in a band of the slide centred on the point it was turned about, and the rod free in windows where the pin passes through that band. Turned about the crossing, a third and an opposite fourth block have their windows a quarter of a turn apart and lock the rod from 0.0066 rad. Set each slide through its own pin at one common pose of the rod and every error becomes a turn about the place its pin has then, so every window contains that pose and the rod can never lock, with two blocks or six. Each slide pivoted where it alone is freest does better while the errors are small and locks from between 0.02 and 0.05 rad, where the common pose 45° from either crossing comes within a tenth of the best pivots there are.

curves · Coupler
The bores, and the one line that has to pass through all of them. A hinge of 6 knuckles, its bores drawn at the distance each was made from the nominal axis in units of the bore tolerance. The leaf is a rigid body, so its pins are on one straight line — two parameters of position and two of direction — and it assembles when some line passes within the clearance of every bore. The line drawn is the one whose largest miss is smallest, and that miss is 0.875 of the tolerance. 2 of the 6 bores are at that distance and hold the fit; the rest are slack and could have been bored anywhere inside it without changing the answer.

A piano hinge is not forty door hinges

A three-knuckle hinge works because the misfit its bore errors create is smaller than the play already in its pins. A piano hinge has forty knuckles and thirty-nine of them are redundant, so the obvious reading is that it needs thirteen times the play. It needs two and a half times, and it can never need more than the bore tolerance itself — because a rigid leaf has one axis and a line through the middle of the errors misses every bore by at most the largest of them.

practice · Overconstraint

Named alongside it

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

ToleranceOverconstraintDesign ruleBacklashMobilityInterferenceRedundant constraintContact normalConstraintLink bodyLost motionSensitivity

All concepts