Machine Kinematics
solved, then drawn
Concept

Dead centre — where it appears

A configuration where a mechanism's output has stalled — its velocity is zero for any input velocity — and is at a limit of its travel. It is where a mechanism's travel ends and where its mechanical advantage becomes unbounded, and it is found as a configuration at which the Jacobian loses rank.

Named by 20 essays across 10 fields — each of them below, with the objects they name alongside it.

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.

A length is a range

Every figure on this site so far has been drawn from four numbers. No four numbers were ever cut. Give each of them a tolerance of ±0.01 and the rocker's output stops being an angle and becomes a band 0.73° wide at one part of the turn and 0.36° wide at another — and which of those a designer is told depends only on where somebody measured.

practice · Tolerance A ratio that is not a number. The output-to-input angular velocity of a four-bar, computed from the velocity solution at every position. It runs from -0.398 to 0.333 — it changes sign, because the rocker turns back — with a mean of 0.000 that no instant of the cycle actually exhibits. Quoting a single figure for a linkage's ratio is quoting the average of that curve. A gear pair is the case where the same phrase is honest: its ratio is 0.5000 and stays there, which is not a coincidence but the property the involute was invented to guarantee.

The ratio that is not a number

A four-bar's output-to-input speed ratio runs from −0.29 to 0.51 through one turn and changes sign on the way. Quoting a single figure for it quotes the average of that curve, which the mechanism never exhibits. A gear pair is the case where the same phrase is honest, and it is honest by construction.

wrong · Misconception Three bars and four bars. On the left, two bars to a common point: three links, three joints, and Grübler gives 3(3−1) − 2(3) = 0. The Jacobian agrees — two free coordinates, rank 2, nothing left over — and the shape cannot change without a bar changing length. On the right, one more bar and one more joint gives mobility 1, and the whole of this site follows from that difference. The triangle is why bridges are triangulated and the quadrilateral is why machines are not.

What decides whether it moves

Before a mechanism does anything it has to be able to. Two bars pinned to a point cannot move; three can. The count that separates them is one subtraction, it is the first thing anybody computes about a machine, and it can be wrong in a way that no amount of care with the arithmetic will catch.

constraint · Mobility Grashof's classification, predicted and then swept. Four sets of link lengths. For each, Grashof's condition predicts from the lengths alone whether the input can rotate a full turn, and the solver then attempts all 180 positions and reports how many assembled. The prediction and the measurement agree in every case, which is what licenses quoting the classification for a mechanism nobody has swept.

Grashof, predicted and then swept

Add the shortest link to the longest. If the total does not exceed the other two, some link can turn a full revolution. It is a sentence about four numbers, it was published in 1883, and it is the kind of claim this site refuses to print without measuring — so every linkage here is also asked for all 360 positions and required to agree.

linkages · Fourbar How straight, over how much of the stroke. The deviation from a straight line, as a fraction of the traced span, against how much of each mechanism's stroke is used. The vertical axis covers fifteen decades. Watt's and Chebyshev's linkages are excellent over a short stroke and degrade as more is used; Peaucellier's sits at the bottom of the plot at every fraction, because it is not an approximation. The gap at full stroke is about fourteen orders of magnitude, and it is the difference between a mechanism that is nearly right and one that is right.

The straight-line problem

Before 1800 a long true flat surface was harder to make than almost anything else, so guiding a piston straight without a slide was worth solving. Watt's answer was an approximation. Measuring how good an approximation, over how much of the stroke, turns out to be a more interesting question than whether it is exact.

curves · Coupler Two things that are not the same configuration. The mechanical advantage of a four-bar, from the velocity solution: for a lossless mechanism it is the reciprocal of the output-to-input speed ratio, so wherever the output momentarily stops the force ratio diverges. It reaches 1673 at 222° — a toggle, where crank and coupler line up, and the reason a knee-joint clamp holds with almost no effort. The transmission angle is at its worst somewhere else entirely: 46.5° at 0°, 222° away, where coupler and rocker line up instead. Both get called "the mechanism jamming" and they are opposite situations — one is enormous force output, the other is force going into the bearings.

Two things called jamming

A four-bar's mechanical advantage peaks at 1,673 in one configuration and its transmission angle collapses in another, 222° away. Both get described as the mechanism jamming. One is enormous force output and the other is force disappearing into the bearings, and they are opposite situations.

wrong · Misconception The four lengths do not matter equally. Each length's average contribution to the output band, for a tolerance of ±0.01 on all four, averaged over the 48 crank positions the mechanism reaches. The coupler contributes 38% of the total and the rocker 11% — a factor of 3.4 between the ends of the ranking. A tolerance specified equally on all four therefore spends most of its cost buying accuracy the mechanism does not notice, which is what a sensitivity ranking is for.

The four lengths do not matter equally

Averaged over a whole turn, the coupler contributes 38% of a four-bar's output band and the rocker 11% — a factor of 3.4 between the ends of the ranking. A tolerance specified equally on all four therefore spends most of its money buying accuracy the mechanism cannot use, and the ranking that says so costs four linear solves.

practice · Tolerance Where a tolerance stack-up stops meaning anything. The ratio between the first-order tolerance estimate and the band measured by building every corner linkage, for two four-bars at ±0.002 on each length. The crank-rocker's ratio is 1 at all 180 positions — a stack-up is exactly right for it, everywhere. The parallelogram is a change-point linkage, where all four bars can lie on one line, and at that position the estimate exceeds the measurement by a factor of 4.8e+5. The difference is not in the arithmetic, which is identical; it is that a derivative describes a map that can be inverted, and at a change point the map cannot.

Where a stack-up stops working

On a crank-rocker the first-order tolerance estimate matches the measured band at every one of 180 positions, to eight parts in ten thousand. On a parallelogram it exceeds it by a factor of 475,512. Same arithmetic, same tolerance, two linkages that differ only in their proportions — and nothing in the calculation says which one it is being run on.

practice · Tolerance Two ovals of one sextic. A four-bar with ground 4, crank 1, coupler 3.5, rocker 3, its coupler point solved at 720 crank angles on each assembly. Each assembly closes on its own oval through a full turn of the crank, and the two ovals never meet: they come no closer than 1.712. Every solved point satisfies the one eliminated sextic to 6.6 × 10⁻¹⁶ of its largest term. The machine drawn solid and the one drawn faint are the same four bars at the same crank angle of 60°, and taking a pin out is the only way from one oval to the other.

The curve the other assembly draws

A crank-rocker's two assemblies do not share a coupler curve. Each draws a whole closed oval of its own through a full turn of the crank, the two ovals never meet, and both are the zero set of one sextic, so the equation a machine's own motion determines also describes a second machine it can never become.

curves · Coupler 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 The order the poses are chosen in. Each next pose chosen to make the worst-recovered parameter as observable as possible, numbered in the order it was taken, on the crank's own dial. The first three land 150° apart at the widest — they have to, since three parameters need three independent rows and nearby poses give nearly the same row — and every one after that bisects a gap. Nothing told the routine to spread them; it maximises a singular value and spreading is what that turns out to mean. The eighth pose is worth 7.4% more observability than the seventh.

Where a calibration should measure

Choose each next pose to make the worst-recovered parameter as observable as it can be, and something happens that nobody asked for: the first three land as far apart as they can get, and every one after that bisects a gap. Nothing told the routine to spread them. It maximises a singular value, and spreading is what that turns out to mean.

metrology · Parameter A spherical four-bar: 90°, 40°, 100°, 80°. Four revolute axes, all through one point, so the linkage lives on a sphere. Its link "lengths" are the angles between consecutive axes — 90°, 40°, 100°, 80° — and the arcs drawn between the axis directions measure 40.00°, 100.00°, 80.00°, 90.00°. The whole planar four-bar theory carries over with sines where lengths were, including Grashof's condition: sorted, the arcs give s + l = 140° against p + q = 170°, so the shortest arc does turn all the way round — and swept, the input reaches 36 of 36 positions over a driveable range of 360°. This is the mechanism a universal joint is a special case of, with two of the four arcs at 90°.

When the link lengths are angles

Put every axis of a four-bar through one point and the mechanism lives on a sphere. Its bars become arcs, its lengths become angles, and every planar result carries over with a sine where a length used to be — including Grashof's condition, which still predicts exactly which link goes all the way round.

spatial · Spatial The slider turns round at the dead centre. The slider's position against the crank angle, through the dead centre. The curve has a maximum there — that is what a dead centre is — so the slider retreats on both sides of it, and the latch works because a mechanism resting past the top of this curve has to be pushed back up it before anything can move. Set 4° past, the slider is 71 µm below the peak, and because the curve is quadratic there, doubling the setting quadruples the depth.

Locked on purpose

A toggle clamp, a landing-gear downlock and the catch on a folding table are all the same mechanism parked a few degrees past its dead centre, where the slider's motion is second order in the crank's. Seventy-one microns of slider travel undoes a latch set four degrees over — and setting it eight degrees over does not double that, it quadruples it.

applied · Fourbar Grashof's classification, predicted and then swept. Four sets of link lengths. For each, Grashof's condition predicts from the lengths alone whether the input can rotate a full turn, and the solver then attempts all 180 positions and reports how many assembled. The prediction and the measurement agree in every case, which is what licenses quoting the classification for a mechanism nobody has swept.

Grashof is a shape test

The oldest classification in the subject compares sums of lengths, so it is unchanged by making the machine bigger — which means a protractor recovers it exactly without recovering a single length. What it does not recover is the margin, and the margin is what says whether the classification is safe.

linkages · Fourbar Where a calibration measures. The four-bar drawn at the 6 poses a selection chose, one over another, with the tracing point marked at each. The largest gap between consecutive chosen poses is 150°. They are spread because rows of the identification Jacobian at nearby poses are nearly the same row, which is a statement about the matrix and reads here as a picture of a machine in visibly different configurations.

The pose the machine cannot reach

A measurement plan is drawn against the nominal machine and executed on the real one, and the real one does not go quite where the drawing says. A pose that falls outside the travel returns no reading at all — which is not an error, not a failure of the instrument, and not nothing: it is a measurement of the limit position.

metrology · Parameter 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.

The transmission angle has no size

The geometric half of force transmission is an angle in a triangle whose three sides scale together, so it is the same at every size — 54.31° at its worst on this machine, whatever units the drawing is in. Which means a measurement that cannot recover a single length recovers the whole of what this field computes.

transmission · Transmission 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 this site does not model.

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 this site does not model.

practice · Clearance 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 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 Eight contacts at once, and the sense each turns the disc. The 12-pin drive at 40° of its eccentric. 8 pins are in contact with the disc at this instant, and each one's line is the common normal, which passes through the pitch point on the pin circle. A pin can only push, so the sense in which it turns the disc is decided by which side of the disc's own centre its normal passes: 4 of the contacts turn it one way and 4 the other, with the largest arm in each sense 42.2 and 45.0 on a pitch offset of 55.0. A pair with one contact has no such choice, which is the whole of why two identical rotors cannot drive each other.

What a second contact is for

Two identical rotors that are exactly each other's conjugates cannot drive each other, and the reason has nothing to do with conjugacy. A ring of pins and the disc they generate is just as exactly conjugate, has eight to eleven contacts at once instead of one, and never loses more than thirty per cent of the arm its geometry allows.

meshing · Meshing

Named alongside it

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

Grashof's conditionTransmission angleFour-barConstraintJacobianStrokeToleranceSensitivityCalibrationRatioSingularityToggle

All concepts