Machine Kinematics
solved, then drawn
Concept

Contact normal — where it appears

The direction perpendicular to a contacting surface, which is the only direction a contact can transmit along. Everything about conjugate action is a statement about it: the law of gearing says it passes through the pitch point, and the meshing equation is a dot product with it.

Named by 17 essays across 4 fields — each of them below, with the objects they name alongside it.

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.

A constraint that only pushes

Every constraint on this site so far has been an equation: a pin holds two points together, a bar holds two apart, a mesh holds a ratio. A part resting against another part says only *do not come closer* — so what it may do is a cone rather than a subspace, and whether it can move at all stops being a rank.

holding · Restraint One contact, and the point the normal has to pass through. Two wheels on fixed centres, turning in the ratio 24 : 36, with one flank of each drawn. The contact is found by solving n·(v₁ − v₂) = 0 along the first flank — the two velocities are formed from the two rotations and subtracted, and nothing in that calculation knows where the pitch point is. The pitch point, marked with a cross, is computed separately as the one place where the two bodies' material points have the same velocity. The common normal misses it by 8.44e-15 of a millimetre, which is the law of gearing arriving as a measurement rather than as an assumption. positioned by solving, not by drawing.

The second shape is not a choice

Two bodies on fixed centres, told to stay in contact. Give one of them a shape and the other one's shape is no longer available to be designed — it is the envelope of the first one's positions, there is exactly one of it, and one routine computes it for a gear, a cam and a rotary engine alike.

meshing · Meshing A 12-tooth ratchet, holding. A ratchet wheel with a 8° tooth face and its pawl. The long line is the face extended; the short one through the contact is the normal the tooth pushes along, and both belong to the wheel and turn with it. The pawl holds, and the reason is which side of those two lines its pivot is on: 1.080 wheel radii from the face's line and 0.495 from the normal's, and on opposite sides of them. Nothing about how hard anything pushes enters the question: a normal is a direction and a moment arm is a length with a sign. Dragging turns the wheel the way it may go, and the pawl's tip is solved onto the wheel's surface at every frame: it is lifted up a tooth's back and dropped into the next notch, once per click.

A joint that works one way

A pawl either holds a ratchet or is levered out of it, and which one happens is decided by two lines through the contact. One of them is the rule a workshop quotes. The other is the boundary that rule leaves out, and a check written to confirm the quoted rule turned out to be incapable of failing.

timing · Intermittent A flank nobody would draw, and the partner it forces. On the left, a driving flank made up on purpose: a rising curve with a nine-cycle wobble on it, chosen to be nothing in particular. On the right, in the driven wheel's frame, the shape that has to mate with it. There was a contact at all 121 sampled positions and the worst residual of the meshing equation was 3.13e-10. Conjugate action does not single out the involute — every profile has a partner that holds the ratio exactly, and the reasons for preferring one tooth form over another are all somewhere else. Generating back the other way returns the original flank to 2.33e-5 mm over 61 points. positioned by solving, not by drawing.

Any shape has a partner

Conjugate action does not pick out the involute. Hand the construction a flank invented on purpose to be nothing in particular and it returns a mate that holds the ratio exactly — so the question a tooth form answers is not whether it can transmit motion, and every real reason for choosing one is somewhere else.

meshing · Meshing What one contact forbids, drawn as a place. A single contact on one edge of a square, and the whole plane coloured by what it permits. A rotation about a point is a twist, and a twist is permitted when it does not drive the part into the obstacle; because a rotation about (x, y) is affine in the point, the condition is a half-plane and the boundary is a straight line — the line through the contact along its own surface. On one side of it only anticlockwise rotations are permitted, on the other only clockwise, and the two together are the whole plane bar the line itself. So one contact rules out exactly half of what the part could do and leaves the other half untouched, which is why the count of contacts a hold needs is one more than the dimension rather than equal to it: the first 1 of them cannot leave nothing over. The picture is exact — the regions are clipped polygons, not a sampled grid.

What one contact forbids

A rotation about a point is a twist, and a twist is affine in the point — so what a single contact permits is a half-plane of centres, with the boundary being the contact surface's own line. Reuleaux drew it in 1875 and it is exact rather than sampled, which is why every figure in this field is a picture of the plane rather than of a cone.

holding · Restraint Two surfaces in contact, sliding everywhere but one place. The sliding speed at the contact of an involute pair, formed by taking the velocity of each body's material point at the contact and subtracting. It is zero at exactly one position — the instant the contact is at the pitch point, measured here at 7.30e-15 mm per radian — and grows linearly on both sides of it, at the rate the relative angular velocity says. Gears roll at one point of the tooth and slide everywhere else, which is why a tooth wears into a shape with a band of polish across it rather than uniformly. What is not claimed is any consequence of the sliding: friction, wear and heat need forces, and there are none here.

Rolling at one point only

Two wheels in mesh are usually described as rolling. Their pitch circles are — those are centrodes, and centrodes roll — but the surfaces that are actually touching slide against each other everywhere except at one instant, and the sliding is the largest velocity in the mechanism.

meshing · Meshing 4 contacts, and the centres they still allow. The same four, placed pinwheel. The same square, the same four edges, the same distance along each — and taken the same way round rather than alternately. Every row's moment then has the same sign, so no positive combination can cancel it, and the part turns. Each contact contributes one half-plane of permitted centres per sense, and the shaded regions are what survives all 4 of them: the darker one is where an anticlockwise rotation is still permitted and the lighter one where a clockwise one is. What is left is the escape, and it is a region rather than a direction: any point inside it will do as a centre. The enumeration finds 4 extreme rays, of which 4 are rotations and the rest are translations — the corners of the region and its unbounded directions respectively. positioned by solving, not by drawing.

The escape is a place

A part that is not held escapes, and the useful thing is not that it escapes but where. The extreme rays of the cone are the corners of a region of the plane and its unbounded directions are translations — so the answer to 'this does not hold' is a picture with a shape, and the shape says where the next contact has to go.

holding · Restraint A cam is the envelope of a roller. The follower's roller drawn in the cam's frame at 15 angles of the cam: the roller slides in a straight guide and the cam turns under it, so from the cam's point of view the roller travels round it on a path set by the lift law. The cam's surface is the envelope of those circles — the same computation as a rack generating a tooth, with a circle instead of a straight edge and a lift law instead of a rolling condition. The cams field builds the same surface by offsetting the roller-centre path inward by the roller radius, and the two agree to 4.1e-4 mm. positioned by solving, not by drawing.

A cam is a conjugate pair

A cam is built by offsetting the path of the follower's centre inward by the roller radius. It can also be built by asking what shape stays in contact with a circle that slides in a stated way — the same computation that cuts a gear tooth — and the two surfaces agree to sixteen millionths of a millimetre.

cams · Cam One angle, read twice. Draw against the angle the locking face is tilted by. It is not a separate design quantity from recoil: the pallet's moment per unit of wheel torque is minus the rate at which the wheel is driven backwards, which is virtual work and holds to nine figures. So an escapement cannot be made to hold its own lock without also being made to push its train back — and at δ = 0 the arc has neither, which is a lock that any disturbance opens. The flat face starts above zero because the tooth rests below the corner, where a straight face is no longer tangent to anything.

The angle that holds the lock

A locking face cut exactly concentric with the pallet arbor has no tendency to hold itself: the tooth's push aims straight at the pivot and its moment is zero, so the smallest disturbance opens the lock. Tilt the face and the moment becomes ρ sin δ — and the same tilt, by virtual work, is exactly the rate at which the wheel is driven backwards. Draw and recoil are one angle read twice.

timing · Intermittent A joint with no way out in the plane it is drawn in. A dovetail. The tail is wider at its far end than at the mouth it went in through, so every direction out of the mouth is blocked by a slanted face and every direction further in is blocked by the floor. In the plane of this drawing the joint cannot be taken apart at all, and the direction it does come apart in is the one the drawing does not show. The moving part touches the rest at 3 faces, each contributing one inequality on the direction it may be translated in — the direction must not have a negative component along that face's inward normal — and the set of directions that satisfy all of them is a cone in two dimensions rather than three, because a translation has no moment term. That is why a removal cone can be drawn as an angle where a mobility cone cannot. Here it is empty: every direction is refused by one face or another, so the part cannot be taken out by any translation and cannot have been put in by one either. That is a statement about the assembly and not about the part, and the direction the joint does come apart in is perpendicular to this drawing. positioned by solving, not by drawing.

Which way it comes out

Drop the rotation from the inequalities and the cone lives in two dimensions rather than three, so it can be drawn as an angle: a block in a vee has ninety degrees of directions out, a key in a slot has exactly one and no arc around it, and a dovetail has none at all. Three answers, and each of them is a different kind of joint.

holding · Restraint 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 Neither one comes out, and the two of them do. Two congruent Z-shaped parts in a tray that is open at the top. Each has a step that lies over the other's, so part A's four contacts with part B have normals at all four points of the compass and leave it no free direction at all — and the same is true of B, for the same reason and by symmetry. The blocking is mutual and there is no order in which the two can be taken out one at a time. Together they have 6 contacts, all of them with the tray, and exactly one direction out: straight up. So the removal cone of a set of parts is not built from the removal cones of its members, and which part comes out first is a question with no answer here. positioned by solving, not by drawing.

Neither part comes out first

Two congruent Z-shaped pieces in a tray open at the top. Each has four contacts with the other, with normals at all four points of the compass, so each alone is blocked in every direction there is — and the pair lifts straight out. The removal cone of a set of parts is not built from the removal cones of its members, and *which part comes out first* is a question with no answer.

holding · Restraint One angle, read twice. Draw against the angle the locking face is tilted by. It is not a separate design quantity from recoil: the pallet's moment per unit of wheel torque is minus the rate at which the wheel is driven backwards, which is virtual work and holds to nine figures. So an escapement cannot be made to hold its own lock without also being made to push its train back — and at δ = 0 the arc has neither, which is a lock that any disturbance opens. The flat face starts above zero because the tooth rests below the corner, where a straight face is no longer tangent to anything.

One test, three mechanisms

Whether a pawl holds, whether an escapement's lock draws itself deeper, and how much a four-bar's coupler can do for its rocker are the same question asked three times: on which side of a pivot does a contact normal pass? All three are one cross product, none evaluates a force, and the three answers are used for completely different things.

timing · Intermittent A 4-sided bar, and the 13.6% it is out by. 3 flat jaws advancing together on a regular 4-sided bar of unit circumradius, with the bar turned 10.3° from square. The dashed circle is the axis the chuck is turning about and the marked point is where the bar's own centre has ended up: 0.13567 of a circumradius away. The arithmetic is one line — the jaws touch when c·u_k + h(u_k) = d, three unit vectors at 120° satisfy Σ u u ᵀ = 3/2 I, and so c = −⅔ Σ h(u_k) u_k — and it says that the offset vanishes exactly when the bar's own support function is unchanged by a 120° turn. Round, triangular, hexagonal, nine- and twelve-sided bars centre at any orientation; everything else does not, and by an amount that depends on how it happened to go in. Checked here against a linear program that closes the jaws without knowing the identity. positioned by solving, not by drawing.

Where the jaws put it

Three jaws closing on a bar put its axis at −⅔ Σ h(u_k) u_k, which vanishes exactly when the section's support function is unchanged by a 120° turn. So a three-jaw chuck centres round, triangular and hexagonal stock perfectly and a square bar by up to 17.3 per cent of its own circumradius — and the workshop rule about symmetry that predicts this is wrong, because a six-jaw chuck centres a square.

holding · Restraint A joint with no way out in the plane it is drawn in. A dovetail. The tail is wider at its far end than at the mouth it went in through, so every direction out of the mouth is blocked by a slanted face and every direction further in is blocked by the floor. In the plane of this drawing the joint cannot be taken apart at all, and the direction it does come apart in is the one the drawing does not show. The moving part touches the rest at 3 faces, each contributing one inequality on the direction it may be translated in — the direction must not have a negative component along that face's inward normal — and the set of directions that satisfy all of them is a cone in two dimensions rather than three, because a translation has no moment term. That is why a removal cone can be drawn as an angle where a mobility cone cannot. Here it is empty: every direction is refused by one face or another, so the part cannot be taken out by any translation and cannot have been put in by one either. That is a statement about the assembly and not about the part, and the direction the joint does come apart in is perpendicular to this drawing. positioned by solving, not by drawing.

A cone has no size

What a set of contacts permits is a cone of twists, and a cone is closed under positive scaling by definition — so nothing about it changes when the part it holds is made bigger. Except that a twist is a screw, a screw has a pitch, and a pitch is a length.

holding · Restraint Two identical rotors in mesh, and the one place they touch. Two rotors, each with 2 cycloidal lobes on a pitch circle of radius 50, on centres 100 apart and turning at the same speed in opposite senses, drawn with the first turned −20°. Each rotor's roots were computed from its tips, and the mate is the same rotor turned. At this position they touch at one point, on the first rotor's tip, and the common normal there misses the pitch point by 2.2 × 10⁻¹⁰. The contact sits on the describing circle tangent to both pitch circles, within 8.5 × 10⁻¹⁰, so the normal is the chord from the pitch point to it. The normal's moment arm about the mate's shaft is 32.14, positive when the contact turns the mate forward.

Rotors that mesh and cannot drive each other

Two identical lobed rotors on shafts turning one to one are each other's conjugate: give half of a lobe and the meshing equation computes the other half so exactly that the rotor is its own mate. The pair holds its ratio at every instant and still cannot drive itself, because the one contact between them pushes the driven rotor backwards for exactly half of every turn.

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

Named alongside it

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

Form closureConjugate-actionUnilateral constraintEnvelopeEscape coneMeshing equationPitch pointVelocity ratioDescribing circleEnumerationFixtureHigher pair

All concepts