Machine Kinematics
solved, then drawn
Concept

Design rule — where it appears

A statement of what a mechanism's proportions ought to be, usually offered without the derivation that would say when it holds. The site's habit with one is to compute the quantity it constrains and find out where the rule holds, which is usually a narrower region than its statement suggests.

Named by 52 essays across 15 fields — each of them below, with the objects they name alongside it.

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

The angle at which the coupler meets the rocker decides how much of an applied force becomes useful output torque and how much goes into the bearings. It is pure geometry, it is computed here from every solved position rather than from a formula, and it is the number a linkage is judged by after Grashof has said it turns.

linkages · Fourbar What the wraps add up to, and what decides it. Four runs this field draws, with every wrap angle signed by the way the strand goes round its body. The right-hand column is their sum divided by a full turn, and it is a whole number every time — the turning number of a closed plane curve, arrived at by adding up a handful of angles that were computed one at a time from tangent lines. It is 1 for a loop that goes round its pulleys once and 0 for a crossed belt, whose two wraps are equal and opposite whatever the two radii are. The serpentine's idler contributes -25.3°, and the total is still exactly one turn: a tensioner lengthens the path without changing what the path is.

The wraps add up to a turn

Every wrap angle in a closed run is computed on its own, from a pair of tangent lines that knows nothing about the others. Signed by which way the strand goes round, they add to exactly one turn — or to exactly nothing, for a crossed belt — and the integer is decided by the route rather than by any of the geometry.

strands · Strand A tackle's ratio, differentiated rather than counted. Four parts of line between two blocks 260 mm apart, drawn as one strand over real sheaves. The ratio a tackle is sold with is the number of parts supporting the moving block, and it is the limit of the true velocity ratio rather than its value: the parts are not parallel, so each of them shortens by less than the lift. Differentiating the run's own length gives 3.9471 here, 1.32% short of 4, and the gap closes as the blocks separate. positioned by solving, not by drawing.

A ratio that is a derivative of a length

A tackle is sold by counting the parts of line holding the moving block: four parts, four to one. Differentiate the strand's own length instead and a four-part tackle gives 3.927 with its blocks 220 mm apart and 3.617 at 90 mm — and the integer it is named for is a limit it reaches nowhere.

strands · Strand The collineation axis at 66°. The coupler line extended and the frame line extended meet at Q, and the line from the pole through Q is the collineation axis. Bobillier's theorem is that the axis and the pole tangent make equal angles with the two rays PA and PB, in opposite senses — so having the axis gives the pole tangent, which is otherwise the one quantity here that needs the motion differentiated. Measured over 50 pairs of conjugate points the relation holds to 2.5e-14 radians. positioned by solving, not by drawing.

A construction with no arithmetic in it

Everything in this field so far has needed the motion differentiated. Bobillier's theorem gets the pole tangent — the one quantity that otherwise needs a derivative — out of two lines that are already drawn on the mechanism, and the inflection circle follows from three points and a pair of compasses.

curvature · Curvature Six gearsets, three conditions. Every one of these can be drawn, and five of the six are drawn in some textbook or other. The columns are the three conditions a planetary has to satisfy: that a whole planet fits between the sun and the ring, that the sun and ring teeth add to a multiple of the planet count, and that the planets clear each other. The last column is how far out of mesh the worst planet station is, in teeth — a quantity that is zero or is not, and that no drawing shows, because a drawing of a planetary at this scale draws circles.

The gearset that could not be assembled

A planetary drawing shows a sun, a ring and three or four planets between them, and if the circles are the right sizes at the right stations it looks right. The condition that decides whether the second planet can actually be dropped in is arithmetic — the sun and ring teeth must add to a multiple of the planet count — and it appears in no drawing, at no scale, in any style.

wrong · Misconception The steps, against the ones the rule asks for. The design rule everybody quotes is that the steps between gears should be equal in ratio, so that the engine returns to the same speed after every shift. That makes the sequence geometric, and the ideal step for this spread over this many gears is 1.5324, marked. The steps a gearset actually gives are not free: the whole sequence is a function of the tooth counts, so once the top and bottom are chosen there is nothing left to spend on the middle. The worst step here is off the ideal by 10.8%.

The steps are not free

A gearbox is supposed to have equal steps between its gears, so that the engine returns to the same speed after every shift. A gearset has one or two numbers to spend on three or four gears, so from the third one the steps are a consequence rather than a choice — and asking for them to be equal turns out to be a quadratic whose root is the golden ratio, realised in tooth counts by consecutive Fibonacci numbers.

transmission · Transmission Four pulleys, one idler, and one equation. A closed strand over four fixed pulleys and an idler carried on an arm. The idler sits outside the loop the other four make and bulges the strand out to reach it, so its wrap is signed the other way — -25.34° against the four positive ones — and the five still add to exactly one turn. The arm angle is not a free choice: the strand has a length, and matching it is one scalar equation, whatever the number of pulleys. At this position the run is 1018.046 mm and the idler takes up 0.4387 mm of strand for every millimetre it moves along the bisector of its two spans. positioned by solving, not by drawing.

The tensioner is the unknown

A linkage closes when a vector comes back to where it started: two equations, two unknowns. A strand closes when a number does — its length — however many bodies it runs over. So a run with one free body is determined, a run with two is not, and the arm angle that takes up 1,020 mm of belt is the root of one scalar equation solved to 1·10⁻¹³ mm.

strands · Strand The shape is what the demanded arm implies. A strand leaving a convex body runs along a tangent, so the only thing about the body the strand can feel is the perpendicular distance from the axis to that tangent — the shape's support function h(ψ). Ask for a rate and you have asked for h, because turning the body by dψ pays out h dψ; the shape then comes back from h with no solve at all, as h(ψ)û + h′(ψ)û⊥. This one was asked for h₀(1 + 0.3 cos 2ψ) with h₀ = 34 mm. The strand drawn here leaves the axis at a perpendicular distance of 24.1286 mm, which is what the demand asks for at this angle. positioned by solving, not by drawing.

The drum that is not round

The only thing about a body a strand can feel is the perpendicular distance from the axis to the tangent it leaves along. Ask for a rate and you have asked for that distance at every angle — and the shape comes back from it with no solve at all, unless the demand exceeds 1/(n²−1), at which point there is no shape.

strands · Strand A ratio with no steps in it. Two pulleys whose sheaves slide on their shafts, and one belt. Pushing the primary's sheaves together makes the belt ride further out; the secondary's radius is then not a choice, because the belt is a fixed length and its length over two pulleys at a fixed centre distance is a function of both radii. So the secondary's radius here is the root of that equation, solved rather than assumed, and the drawn belt is the length it is supposed to be to 0.0e+0 mm. Ratio 1.000, with the two radii adding to 110.00 — a number the received rule of thumb says should not change and which changes by 2.6% across the travel.

A ratio with no steps in it

Push a variable pulley's sheaves together and the belt rides further out. The other pulley's radius is then not a choice — the belt has a fixed length — so it is the root of an equation, solved rather than set. The rule of thumb that says the two radii add to a constant is true to first order and wrong by 7.4% of the ratio at full shift, and the departure has a closed form.

transmission · Transmission The radius a winch works at is not a property of the winch. A drum of core radius 30 mm filling with line 6 mm thick, one layer at a time. Line speed per turn is 2πr, and r is the radius of the layer being wound rather than anything about the machine: it runs from 207.35 mm on the first layer to 395.84 mm on the 6th, a factor of 1.909. A winch quoted at one speed is quoted at one layer, and which one is rarely said. positioned by solving, not by drawing.

The radius a winch works at

Line speed per turn is 2πr, and r is not a property of the winch. It is the radius of whichever layer is being wound, so a six-layer drum runs from 207.35 mm per turn to 395.84 — a factor of 1.909 with nothing about the machine changed, and a length that is quadratic in the turns rather than proportional to them.

strands · Strand A chain is a strand with a smallest piece. 53 teeth driving 11 at a pitch of 12.7 mm. The taut strand is drawn as this field computes it; inside each pitch circle is the polygon the pins actually sit on. The two agree on the straight spans and not on the wraps, and the gap is what the applied field's chordal action is: the effective radius swings between R cos(π/n) and R within every tooth, which is 4.05% on the small sprocket and 0.176% on the large one. A strand has no such number, because a strand has no pitch. positioned by solving, not by drawing.

A chain is not a strand

A chain has a smallest piece, and two things follow that no continuous model can have. Its pins sit on a polygon, so the radius that matters swings by 4.05% within every tooth of an eleven-tooth sprocket — and its loop must contain a whole number of pitches, so the centre distance that closes it comes in steps of 6.4834 mm.

strands · Strand One tendon over two joints. A two-link chain with a strand anchored off to the left, running over an idler at each joint and terminating on the far link. Each idler is centred on its joint's axis, which is the one arrangement that makes the strand's length a linear function of the joint angles: the coupling measured here is 14.000000 and 10.000000 mm per radian, against radii of 14 and 10. Total strand 232.845 mm. positioned by solving, not by drawing.

One strand over many joints

Route a tendon over an idler centred on a joint's axis and the strand's length becomes an exactly linear function of the joint angle — 8·10⁻¹⁴ mm of departure over 203 degrees of travel. Move that idler 6 mm off the axis and the same drive's arm swings from 8.00 to 16.52 mm per radian.

strands · Strand The number on the tackle is a limit. The velocity ratio of a 4-part tackle as its blocks separate, measured by differentiating the strand's own length. It is 3.6174 at 90 mm and 3.99992 at 6898 mm, and it reaches 4 nowhere. The shortfall is geometric and has nothing to do with friction: each part of line makes an angle with the lift, and a part at angle β shortens by cos β of the movement. A tackle used at close quarters — which is when a tackle is useful — is the case furthest from its own rating.

Six things a strand is not

A tackle that is not four to one, a wrap that is not a half turn, a tensioner whose travel takes up nothing, a winch speed that is not a property of the winch, a cable rig that holds nothing still, and a shaped pulley that cannot be asked for what it is usually asked for. Six claims, each with the number that kills it.

wrong · Misconception Which teeth one tooth ever meets: 20 on 40. Follow one tooth of the pinion round and mark every wheel tooth it touches. It does not touch them all. It touches 2 of 40, which is z₂ divided by the greatest common divisor of the two counts — 20 here — and it goes on touching the same ones for as long as the gears are in mesh. The pattern repeats after 2 turns of the pinion. Adding one tooth to the pinion makes the counts coprime and takes the count from 2 to 40. The marks are produced by walking the mesh, and the count they give is compared with the gcd rather than derived from it.

Which tooth meets which

A tooth on a pinion does not meet every tooth on its wheel. It meets z₂ divided by the greatest common divisor of the two counts, and it meets the same ones for the whole life of the drive. On the default planetary used throughout — sun 24, planets 24 — a planet tooth touches exactly one sun tooth and never touches another, and nothing in the drawing says so.

gears · Tooth Six assemblies, one routine, three disagreements and one accident. Every row is the same three steps: write down the constraint Jacobian, take its rank, and subtract it from the number of unknowns. The representations differ — bars between points, bodies joined by pins, panels joined by creases, one cell of a pattern that repeats for ever — and the routine does not. The counted column is the arithmetic on the numbers of bodies and joints; the measured column is the nullity of the matrix. They agree on the lazy tong and on the kagome cell and disagree on the other four, most sharply on the deployable ring, which the count declares immobile and which is sold as a mechanism that opens. The right-hand column is the reason: constraints that repeat what another constraint has already said, which the count has no way of seeing and the rank cannot help seeing. The fourth row is worth reading twice: the count says nothing can move and nothing can, so the two agree — and they agree for the wrong reason, because that pattern's flat state shows four freedoms and not one of them is a motion.

Six things a network is not

A count that is right about a difference and read as an answer, a nullity taken for a mobility, a flat state that cannot tell a mechanism from a structure, a scissor ring that closes nowhere, a vertex that folds while its sheet does not, and a null space computed with an instrument whose floor is above the answer. Six claims, each with the number that kills it.

wrong · Misconception Everything one planetary can do, and the gap in the middle. A single epicyclic has three shafts, so there are six ways of choosing which is held, which is driven and which comes out. Each gives a band of reductions as the tooth counts run over every design that can be cut, assembled with three planets and kept clear of undercutting. The bands above 1 are drawn; between them is a gap running from 1.6304 to 2.5862 that no single planetary reaches in any configuration — and a reduction of exactly 2, which is the most ordinary thing anybody asks a gearbox for, is inside it. The gap's width as a factor is exactly the smallest achievable ring-over-sun ratio, 1.5862, which is a statement about how small a planet may be and how large a sun may be.

The reductions a planetary cannot give

One epicyclic offers six ratios, and the formula for each of them suggests the whole positive line is available. Sweep every design that can actually be cut and assembled and the reachable set has a hole in it running from 1.630 to 2.586 — the width of which has a closed form — and a reduction of exactly 2, the most ordinary thing anybody asks a gearbox for, sits in the middle of it.

transmission · Transmission Two taut paths, and no way between them. A strand from one point to another past a peg. Each side gives a path that is taut — straight where it can be, on the surface where it must be, leaving at a right angle — and each is the shortest path on its own side: 219.165 mm on one and 200.643 mm on the other, against 200 mm of open air the strand cannot use. Neither can turn into the other without passing through the peg, which is a different kind of non-uniqueness from the assembly branches of a linkage: those are separate roots of one equation, and these are separate classes of one minimisation. positioned by solving, not by drawing.

The taut path has more than one answer

A strand from one point to another past a peg has two taut paths — 200.643 mm on one side and 219.165 on the other, against 200 mm of open air it cannot use. Both are shortest. Neither can become the other without passing through the peg, and no computation recovers which one was threaded.

strands · Strand What the repeated constraints cost the drawing. Move an interior vertex of the flat pattern and the folded state generally stops existing. It survives if the change to the vertex closures can be absorbed by a change in the fold angles — and the part that cannot be absorbed is exactly the part that lies along a dependency, because a dependency is a direction in residual space the fold angles cannot reach. So the number of conditions a pattern's shape has to satisfy is at most the number of dependencies among its constraints, and on the Miura family it is exactly that: one at three by three, four at four, nine at five, measured by taking the rank of the obstruction. A twelve-by-twelve sheet has a hundred conditions on where its vertices may be. That is why a grid whose vertices are anywhere at all does not fold, and it is the same number, read the other way round, as the amount by which the count is wrong.

What a pattern has to satisfy

Move an interior vertex of a crease pattern and the folded state generally stops existing. How many conditions the drawing has to meet is not a matter of taste: it is exactly the number of dependencies among the constraints, measured at one, four and nine on three sizes of sheet, and a hundred on a sheet of a hundred and forty-four panels.

networks · Network Every pivot on these arcs gives a 60° swing at a time ratio of 1.2. The rocker's pivot O₄ is fixed and its two limit positions B₁ and B₂ are 60° apart. At a limit the crank and coupler are in line, so the crank pivot sees the chord B₁B₂ at the angle δ = 180°(Q − 1)/(Q + 1) = 16.36°, and the points that see a chord at a fixed angle are arcs of two circles. The thick stretches are the 828 sampled pivots that give a crank-rocker with exactly this swing and ratio; the rest of each circle gives a linkage of another kind. The linkage drawn is the member whose worst transmission angle is largest, at both limits: ground 1.222, crank 0.478, coupler 1.130 and rocker 1, with its worst transmission angle 40.32°.

A swing and a time ratio

A shaper's specification gives the rocker's swing and how much quicker the return must be than the cut, and those two numbers do not fix a linkage. They leave a one-parameter family of crank-rockers on the arcs of two circles, every member exactly right, and the transmission angle chooses between them — which is also what decides that a 60° swing cannot return more than 1.207 times as fast and keep 40°.

linkages · Fourbar 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 Reverted trains of 12 : 1. A reverted train has its input and output shafts in line, which means the two stages share one centre distance — so the tooth counts must satisfy z₁ + z₂ = z₃ + z₄ and give the ratio asked for. Two equations in four integers, and there is no reason for a solution to exist. For 12 : 1 there is none at all until the wheels are allowed to reach 63 teeth; below that the coaxial condition and the ratio simply cannot both be met. This is the same kind of arithmetic as the clock trains of the timing field, with one extra equation, and the extra equation is what a shaft position costs.

Two shafts that must be in line

Asking a two-stage gear train for a ratio is easy. Asking it for a ratio and for its input and output shafts to be coaxial is asking for a solution of two equations in four integers, and there is no reason for one to exist. A twelve-to-one reverted train needs a sixty-three-tooth wheel before it has any solution at all — while sixteen to one, a larger ratio, manages with fifty-six.

transmission · Transmission What a tensioner can take up, and where it stops being one. The run's length as the arm swings, over the whole interval in which the idler is actually touching the strand: 4.123 to 4.774 radians, and 1013.37 to 1030.99 mm — a range of 17.62 mm on a strand of a metre. Outside that interval the geometry still returns tangent lines and a length; what it returns is not a strand, because the path it describes cuts through the pulleys. The curve is flat at the left-hand end and steep at the right, which is the whole of a tensioner's design problem: its authority is proportional to the sine of half its own wrap, so an idler set near the edge of contact travels a long way and takes up nothing.

Where a strand stops touching

A body joining a run costs length as the square of how far it intrudes — exponent 2.0000, measured over four decades — so at the moment contact begins the strand's length is stationary. That is why a tensioner set at the edge of its own contact takes up 0.000245 mm of belt per millimetre it travels.

strands · Strand One, two, sixteen, two hundred and thirty. Every planar chain of mobility one, up to ten links, counted by enumeration rather than quoted. The pins column is forced: a chain of 10 links has one degree of freedom only if it has exactly (3n − 4)/2 pins, which is why no odd link count appears. Pass the count is how many graphs satisfy Grübler's rule, are connected, are simple and give every link at least two pins. Are chains is how many of those survive the fourth condition, that no proper subchain is already a structure — and the gap between the two columns is the whole of this field's first argument: at ten links 1,878 graphs pass a rule that 230 of them deserve. Mechanisms is larger again, because a chain is not a mechanism until a link is held still, and how many different mechanisms that gives is a question about the chain's own symmetry.

Six things a chain is not

A count read as a verdict, a rank trusted where it is blind, a fingerprint used as a proof, a list of five taken for a complete one, a solver treated as a convenience, and a census read as a catalogue of machines. Six claims, each with the number that kills it.

wrong · Misconception One pin and two, on the same wheel. A 6-slot Geneva wheel at one instant of its index, driven by a crank carrying one pin and by the same crank carrying two. The wheel, the slots and the centre distance are identical; only the pin count differs. Each pin drives the wheel through one slot pitch while the driver sweeps 120°, so 1 pin gives 1 index a driver turn and leaves 67% of it at rest, 2 pins give 2 indexes a driver turn and leave 33% of it at rest. Nothing else about the mechanism changes, which is why the whole question is arithmetic.

Two pins and no dwell at all

Put a second pin on a Geneva's crank and the wheel indexes twice a turn instead of once, at a quarter of the acceleration for the same output rate. Put a third on a six-slot wheel and it never rests; put a third on an eight-slot wheel and two pins meet in two slots and it jams. Both of those look like separate conditions and are one, and the boundary between them is an equation in integers with exactly three solutions.

timing · Intermittent 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 fourth leg through the meeting point, and one beside it. The platform with similar triangles at its singular orientation, at one position, with a fourth base pivot at (0, -2). Left: the fourth platform point placed where the similarity puts it, so the fourth leg's line passes 2.8e-17 from the point the other three meet at, and the smallest singular value of all four is 2.59e-9 — nothing has changed. Right: the same base pivot with the platform point moved 0.28 round the platform, so the fourth line misses the meeting point by 0.3993 and the four legs hold at 2.914e-1. The ringed point is where the three original lines meet, and it moves with the platform.

One placement of every placement

A planar platform whose two triangles are similar is singular at every position it can be put in, at two orientations. A fourth leg removes both — unless its own pair of attachment points is related by the same similarity, and then it changes nothing at all. Swept right round the platform, exactly one placement of the fourth attachment fails, the similarity names it in advance, and the holding a placement buys is proportional to how far it sits from that one point.

parallel · Parallel A flat face on a swinging arm, and the cam it asks for. The cam a flat-faced follower needs when its face is carried on an arm pivoted 300 from the cam's centre, with a base circle of 20 and a lift of 20, drawn in the cam's own frame at three cam angles. The heavy line is the face, the dashed line is the perpendicular from the cam's centre to it, and the dot is the contact. Its distance from the foot of that perpendicular is the offset, which for a sliding face would be the programme's own velocity and here is a quantity with the arm in it. Over the turn it runs from -20.41 to 17.95, so the face must be 38.4 wide.

A flat face on an arm is worse

Carry a cam's roller on a swinging arm instead of a slide and the pressure angle improves — a long arm beats an offset. Carry a flat face on one and the opposite happens. The cam sees the sine of the follower's rotation rather than the rotation, and the distortion costs convexity: the smallest workable base circle rises from 10.66 on a slide to 28.68 at a pivot three base circles out, and below a certain arm length no base circle works at all.

cams · Cam A variator that spans under four to one, driving a machine that spans everything. The whole machine's ratio against the variator's own, for an engine split between a variator and a straight path and summed by a planetary with 50 sun teeth and 70 ring teeth. The variator's travel runs from 0.544 to 2.045, a span of 3.76 to one, and the output's ratio is (1 + K) / (K − v) with K = 1.4: a hyperbola with a pole at v = 1.4. Left of the pole the output turns one way, right of it the other, and the vertical scale is cut at ±12 because nothing else would fit. The measured extremes over the travel are 2.80 and -3.72, and between them the ratio passes through every value there is.

A bounded ratio made unbounded

Split an engine between a variator and a straight path and add the two with a planetary, and a variator that spans 3.76 to one becomes a machine whose ratio passes through infinity. The setting at which the output stands still is the planetary's own tooth ratio and nothing the belt does moves it. The price is a sensitivity that grows as the reciprocal square of the distance to that setting, and the variator's one and a half per cent becomes a hundred and ten before the setting is reached.

transmission · Transmission 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 One tooth count, three pressure angles. A 20-tooth gear cut at 14.5°, 20°, 25°, drawn at a common pitch radius and overlaid on its own pitch and base circles. The three teeth have the same thickness at the pitch circle — that is what the standard fixes — and differ everywhere else: a coarser pressure angle puts the base circle lower and leans the flank over, so the tooth gains metal where it is held and loses it where it reaches: thicknesses at the base circle run 1.628, 1.756, 1.967 modules and at the tip 0.866, 0.695, 0.510. Those two run opposite ways, and the second of them ends at a hard stop — a tooth whose tip thickness reaches zero has come to a point and cannot be cut.

The angle the standard left free

Involute geometry fixes the tooth curve and leaves one number open. Raising it buys smaller pinions and spends contact ratio, monotonically and in opposite directions, so there is no angle that is best at both — and the familiar twenty degrees is a choice with a date on it rather than an optimum.

gears · Tooth The gap is a straight line in the width. Three machines, four widths each, every width a fraction of that machine's own limit. Each set of points is collinear to the last bit of a double — the slopes wander by less than 10⁻¹³ across the range — because a feature-to-feature distance is linear in the corners of the two bodies and a bar's corners are linear in its width. The slope reads the contact: Chebyshev's linkage at -2.692, a crank rocker with a post at -1.350, a crank passing a stud at -1.350. A bar's boss grows 1.35 times as fast as its side, so −1.35 is a boss against something that is not growing and −2.70 is boss against boss. Extending each line to zero gives the widest link the machine will take, and the bisection that finds it the hard way agrees — 0.30113 against 0.30112, inside the bisection's own residual.

The gap is a straight line in the metal

Thickening every link by the same amount subtracts the same amount from every clearance, exactly, and moves the angle at which the worst one occurs by nothing at all. So a whole swept check can be done once on bars of any width and every other width read off by subtraction — until the closest pair changes hands, and never past zero.

bodies · Body 5 braces, and it is rigid. A 3×3 grid of squares with 5 of its cells braced by a diagonal, and no freedom left. The bipartite graph on the 3 columns and 3 rows, with one edge per braced cell, has 1 component — and the number of freedoms is one less than that, at every bracing there is. Nothing in the rank computation knows about columns, rows or graphs.

Which diagonal rigidifies a grid

A three-by-three grid of squares needs five diagonals and eighty-one of the hundred and twenty-six ways of placing five will do. Which ones is not a rank question at all: it is whether a graph on the grid's columns and rows is connected, and eighty-one is the number of that graph's spanning trees.

networks · Network 4 turns, and none of them in a plane. A strand wrapped 4 times round a drum of radius 50 whose barrel has room for 8, with each turn lying beside the last — so the pitch is the strand's own diameter, 10 here, and the path is a helix rather than a circle. The helix angle is 1.823°, the length per turn is 314.318 against the planar model's 314.159, and the whole run is 1257.27 long where a plane would have said 1256.64. The plan view is a planar wrap exactly: projected onto the plane perpendicular to the axis, the helix is a circle of the drum's own radius to 2.8e-14 traversed 4.000000 times.

The wrap that walks along the axis

Every figure in this field is drawn in a plane, and a strand that goes round twice cannot be: the second turn has to lie beside the first. The plan view of the helix that results is a planar wrap exactly — so every wrap angle survives and the length does not, by five hundred parts per million on a real rope.

strands · Strand Two cones, 20 teeth and 40, at 90°. The axial section, which is where every bevel quantity is read. Two cones share an apex and roll on one another along the element drawn heavy; their half-angles are 26.57° and 63.43°, adding to the shaft angle, and the ratio of their sines is the tooth-count ratio exactly. The dashed arc is the sphere of radius 22.36 on which a bevel tooth's profile actually lies. The two short lines perpendicular to the common element are the back cones; each is heading for its own axis at a distance r/cos δ from the pitch circle — 11.18 and 44.72 — and that distance is the pitch radius of the spur gear the tooth is really cut to. Both back cones lie on one line, because there is only one perpendicular to the pitch element at that point, and the two heavy stubs straddling it are the two teeth — each one addendum out from the pitch circle and 1.25 in.

A tooth that lives on a sphere

Every tooth in this field so far has been a curve in a plane, forced by the law of gearing and exact. A bevel tooth's profile lies on a sphere, no piece of a sphere flattens without stretching, and so the shape a bevel gear is actually cut to is an approximation — the only one in the field.

gears · Tooth 36% shared, and they never touch. The region left arm visits over a whole drive, the region right arm visits, and — in the third colour — the part of the plane both of them visit. The shared area is 4.652 square units, 35.9 per cent of the smaller of the two regions. The two parts are drawn at the configuration where they come closest, and at that configuration the gap between them is 0.3799 — more than twice a link's width, and positive everywhere else on the drive. A test that asks whether the regions intersect has reported a collision between two parts that are never in the same place at the same time.

The regions overlap and the parts never meet

A swept region is a projection along time, and a projection cannot be undone. Chebyshev's two arms share thirty-six per cent of the ground the smaller of them covers and never come within twice a link's width of each other — a false alarm the region test cannot avoid, and one it cannot make at all against anything that stands still.

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

When the index law becomes a choice

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

timing · Intermittent 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 A paired platform with its pairs rotated 60°, turned through a revolution. The paired Gough platform — base anchors in pairs 25° apart on a radius of 2.2, platform anchors in pairs 40° apart on 1.1 — with the platform's pairs centred 60° round from the base's, held level and turned through a revolution at four positions. All four curves reach nought together at 30° and −150°, which is 90° − ρ and 180° from it. At the centred position the platform is held at 0.0363 at a yaw of 0°, and it can turn ±17° before that falls to half. Dragging the rotation carries the two dead yaws across the revolution together.

The dead yaw is a design choice

A paired hexapod held level is singular everywhere at a yaw of 30° because its platform pairs sit 60° round from its base pairs. Rotate them by ρ instead and the dead yaws move to 90° − ρ and 180° from it, exactly, at every rotation from 0° to 120°. The furthest they can be from home is a quarter-turn each way, at ρ = 0 — where the platform is also best held at home and can turn ±75.5° before its holding halves, against ±17° for the usual 60°.

parallel · Parallel Sliding the variator's travel across the pole. The variator of the power split — travel 0.544 to 2.045 — geared by a fixed ratio k ahead of a planetary with K = 1.4, so the planetary sees k times the variator's ratio. At each k the travel is trimmed wherever the output's ratio is uncertain by more than 10%, and what is left gives a forward span and a reverse span. Solid lines use the variator's own tolerance, which grows from 0.98% at one end of its travel to 2.24% at the other; dashed lines use one tolerance of 1.6% everywhere. With one tolerance the forward span peaks sharply, at 5.59 where the travel's top meets the trim, and falls as the pole moves into the travel. With the variator's own it peaks at 4.81 at k = 1.00 and stays within a tenth of that from k = 0.6 to 1.2, while the reverse span climbs from one, meeting the forward span at k = 1.26.

Sliding the travel across the pole

A power split's ratio has a pole the variator's own tolerance makes unusable, so the question is where to put the variator's travel relative to it. With a tolerance that is one number, the best forward span comes where the travel's top just meets the trim — 1 + τ(1 − r)/p, with no gearset in it. With the variator's real tolerance, which grows along its travel, that peak flattens into a plateau: the pole can be moved well inside the travel, buying reverse, for under a tenth of the forward span.

transmission · Transmission 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 24 teeth inside 72. An internal pair, drawn from the same involute the external pairs are drawn from. Three things are different and they are one difference. The centre distance is 24.0 — the difference of the pitch radii rather than their sum. Both base tangency points lie on the same side of the line of action, so the pitch point falls outside the segment between them rather than inside it. And the contact ratio is 1.931 against the external pair's 1.707, because the annulus's tip circle cuts the line on the far side of its own tangency and lengthens the contact path instead of shortening it. The pinion turns the same way as the annulus, which no external pair ever does.

The mesh with one curvature reversed

Turn an annulus's teeth inward and the same involute law produces a different machine: a centre distance that is a difference, two base tangencies on one side of the line of action, more contact than an external pair carries, and three separate floors on the tooth counts, all of them the same statement about where an involute stops existing.

gears · Tooth One link, five bodies. Five bars with the same two pins, offset by -0.24, -0.12, 0, 0.12, 0.24 of the link's length, drawn to a common scale. Every one of them holds its two pins exactly the same distance apart, so every one of them is the same link: put any of them into a mechanism and the mechanism solves to the same joint positions at every configuration. Nothing in the kinematics of this collection — no loop equation, no velocity, no coupler curve, no mobility count — can tell them apart. What they do not have in common is which ground they occupy on the way from one pin to the other.

A link may be bent

A link is two pins at a fixed distance and the metal between them is a free choice. Bending it moves no joint of the mechanism by more than 10⁻¹³ and moves the clearance by a tenth of a link length — enough to build a machine that a straight bar refuses, and worth exactly nothing against a bearing pedestal the link sweeps over.

bodies · Body A ball bearing turned by its inner race. A bearing of pitch diameter 40 with 8 balls of diameter 8, its outer race held and its inner race turned 60°. Rolling without slipping at both contacts leaves the cage — the ring that keeps the balls apart, marked by the dark tick — turned 24.00°, a share of 0.4000 of the race, and each ball spun 120.0° backwards about its own centre, marked by its own tick. The share is (1 − d/D)/2, less than a half by d/2D; the gear-train solver, handed a planetary with a sun of 32 teeth and a ring of 48, returns 2/5 for its carrier. Dragging turns the inner race.

A bearing is a planetary with no teeth

Roll a ball between two races and nothing but the two rolling constraints decides how fast its centre goes round. Solved, they put the cage at (1 − d/D)/2 of the inner race's speed — always less than half — and the gear field's train solver, handed a planetary with a sun of D − d teeth and a ring of D + d, returns the same fraction exactly. And a tapered roller rolls without slipping along its whole line only if its axis meets the bearing's at the apex, the wheel field's concurrency one dimension up.

rolling · Rolling 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 What each branch carries, against what the engine delivers. The power in the variator's branch and in the straight path, as multiples of the engine's own, for a planetary of K = 1.40. Both are ratios of powers, so the load cancels and nothing here is a force: the split comes from requiring the gearset to be lossless at every admissible set of speeds, which fixes the torques at 1 : K : −(1+K). The variator carries v/(K − v) and the straight path K/(K − v), and both run away at the pole. The variator first carries the engine's whole power at v = 0.700, which is exactly half the way to the pole — and the straight path is already carrying more than the engine everywhere past nought, flowing the other way through the planetary. That excess is the circulation.

The power that goes round twice

Sliding a power split's travel towards its pole buys ratio span for nothing, on the kinematics. It is not for nothing. The variator's own branch carries v/(K−v) of the engine's power and overtakes it at exactly half the way to the pole, and the tolerance trim the span was computed from is not reached until the variator is rated for six times the engine — which no machine is.

transmission · Transmission Where a tilted platform is still singular. A slice of the workspace at height 2.4, at the dead yaw and 3° of tilt, with each position shaded by how well the platform is held there — dark where the six legs are nearly dependent and pale where they are not. Level, this whole square would be uniformly dark. Tilted, the dark places are a curve through it, which is what an ordinary direct singularity looks like on a slice. Driving a search downhill from forty-eight starts reaches a smallest singular value of 0.00e+0, so the locus is a singularity rather than a shallow valley.

Tilted, near the dead yaw

A paired Gough platform held level is singular at one yaw wherever it stands. Tilt it and that stops being true — the six moments are no longer equal and the home position is held. It is a poor rescue: the rise is quadratic in the tilt, so a degree buys a sixty-fourth of what eight degrees buys, and what the tilt actually does is not remove the singularity but turn it into a surface through the workspace.

parallel · Parallel The field of action, straight and slanted. The rectangle a contact lives in: its width is the usable line of action, its height is the face width, and a new contact line enters every base pitch. On the left the teeth are straight, so the lines are vertical and each one arrives and leaves all at once — the total length in contact jumps by a whole face width, 40 mm, every base pitch. On the right the same pair with a 20° helix: the lines lean by the base helix angle, so a tooth enters at one end of the face before it has left at the other, and the total changes by 3.44 mm instead of 40. Nothing about the profile is different between the two panels.

Contact that runs along the tooth

A straight tooth engages along its whole face at once, so the amount of contact at a mesh is a square wave. Slant the tooth and a second contact ratio appears that has no tooth count in it and no pressure angle — bought with face width and helix angle alone, and able to reach a value at which the total length of contact stops varying at all.

gears · Tooth Three laws in the band: a third, a sixth and a sixth. For bands from 3% to 10 ppm of the output's swing, three things measured on the symmetric six-bar itself: the longest dwell at any angle at the rocker pin, the dwell at the sixth-order angle γ = 120.8024°, and how far below γ the best angle sits. The dots are measurements and the lines are the two-term model's predictions from two coefficients read off the output's even part. Over the four tightest bands the fitted exponents are 0.173, 0.172 and 0.333, against a sixth, a sixth and a third. At 10 ppm the best angle is 0.490° below γ against a prediction of 0.488°, and the dwell at γ is 26.43° against 26.23°. The loosest bands sit above the lines, where the terms the model leaves out are no longer small.

The dip that buys the dwell

A symmetric coupler curve's six-bar dwells longest a little below the angle that makes its error sixth order, and three bands gave three numbers. Across three and a half decades of tolerance the best angle's distance from that angle grows as the cube root of the band, both dwells as its sixth root, and their ratio is (27/4)^(1/6) = 1.3747 at every band — because the best machine spends the whole band on one dip and ends its dwell where the output comes back.

curves · Coupler How evenly the rocker is driven through the working stroke. The rocker's speed through the working stroke, divided by its mean over the stroke, against the fraction of the stroke's duration, for a crank-rocker with a 60° swing and a time ratio of 1.2 of its own, ground 1.2223, crank 0.4783, coupler 1.1298, output 1. Every curve must start and end at nought, because the rocker stops to reverse; what differs is the middle. The number after each name is the fastest speed over the slowest while the rocker covers the central 80% of its swing. Driven directly at constant speed the crank-rocker gives 1.91 at a time ratio of 1.20. The drag link that gives the highest time ratio, 2.71, gives 2.77: a hump in the middle of the cut. The most even design that still reaches 2, a drag link of ground 1, crank 5, coupler 4.5, output 2.25, gives 1.21 at a ratio of 2.03 — more even than the crank-rocker alone. Dragging moves that design's phase.

A quick return that cuts evenly

A drag link ahead of a crank-rocker buys a shaper its time ratio of 2 with both stages at 40°. The drag link that buys the most ratio drives the cut unevenly — its fastest speed through the middle of the stroke is 2.77 times its slowest — and a different drag link at a different phase reaches 2.03 with a ratio of 1.21, which is more even than the crank-rocker driven alone at constant speed. Up to a ratio of about 2.4 the second stage can improve both specifications at once.

linkages · Fourbar The same multiplier, applied to the error. A tong whose units are cut to an angle 0.01 radians away from the drawing. If one unit is out, the span is out by that unit's share and nothing more; if every unit is out the same way — which is what a machine setting or a worn tool produces — the error is multiplied by the unit count, exactly, to 7.6e-14. The third column is what would happen if the errors were independent and equally likely either way: the accumulation goes as the square root of the count instead, and the difference between the two columns at thirty-two units is a factor of 5.66. Which column applies is a question about how the parts were made, not about the mechanism.

The error that is repeated

Thirty-two units cut on one setting of one machine are thirty-two copies of one error, not thirty-two draws from a distribution — so a tong's span is out by thirty-two times a unit's, not by the square root of thirty-two times it. The two estimates differ by a factor of 5.66, and the second one is the comforting one.

practice · Tolerance 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.

StrandApproximationVelocity ratioToleranceClearanceEpicyclicWrap angleEnumerationGear trainIdlerUndercuttingCentre distance

All concepts