Machine Kinematics
solved, then drawn
Concept

Exact arithmetic — where it appears

Computation in integers or fractions, in which two quantities are equal or unequal with no tolerance in the question. It is what a count of teeth deserves, since an assembly condition either holds or does not, and a tolerance in the question would turn a decidable statement into a judgement.

Named by 7 essays across 4 fields — each of them below, with the objects they name alongside it.

A simple planetary, as a graph. Members are vertices and meshes are edges. Each edge carries the two tooth counts and the body the two axes are stationary in — its carrier — and that third label is the whole of what makes an epicyclic different from an ordinary train. Write the mesh relation relative to the carrier and one formula covers both: an ordinary train is the case where every carrier is the frame. This train has 2 meshes across 5 members and 2 freedoms.

A ratio is a null space

Write a gear train as a graph — bodies for vertices, meshes for edges, and on every edge the body the two axes are stationary in — and one formula covers a countershaft gearbox, a planetary, a harmonic drive and a car's differential. The ratio is the null space of a matrix whose entries are tooth counts, so it comes out as a fraction and not as a number that is nearly one.

transmission · Transmission Two routes to the same number, along one sweep. The polynomial x^4 + 2x^2y^2 + y^4 − 1.2x^2 + 1.2y^2 evaluated at the tip of the arm as the second angle goes right round, by two routes that share nothing: once by putting the tip's coordinates into the polynomial, and once by adding up 5 cosines of whole-number combinations of the two angles. The two curves are drawn on top of each other and the worst gap between them is 8.9e-15. Where the line crosses zero is where the machine may stand: 2 crossings at this α, which is how many assemblies the compiled machine has at this driving angle.

Every curve is a sum of cosines

Put the two angles of a two-link arm into any polynomial in x and y and what comes out is a constant plus a finite sum of cosines of whole-number combinations of them. Nine curves, three hundred random angle pairs each, and the two routes agree to 1.8 × 10⁻¹⁴.

computing · Compute The lever of a simple planetary. Each member sits at a position on the lever fixed by the tooth counts alone, and its speed is the height of one straight line over that position. The line here is drawn through sun and ring; every other member is plotted where the train's null space puts it, and lands on the line exactly — the residual is zero in rationals, and 2.2e-16 once the coordinates have been rounded to doubles for the drawing. Where the line crosses the axis is the member that is standing still, and that is what a brake does: it pins the line to the axis at one position and leaves it free to pivot there. The planets are on the lever too, off the end of it, which is where they belong — they are members of the train and are not shafts anybody can reach.

The lever that is the gearset

The lever diagram of an epicyclic is usually offered as a mnemonic. It is exact, and the reason is a fact about the null space: a gearset whose frame carries no teeth can turn as a block, and that one motion supplies the coordinate every member is plotted at. Where the line crosses the axis is the member standing still, and the ordering of the members on the lever settles which gears are reductions and which run backwards, without a formula anywhere.

transmission · Transmission What a Ravigneaux gearset can be made to do. Every distinct ratio the gearset offers, as a reduction. Each one is the same mechanism with one more constraint imposed — a brake holding a member to the case or a clutch locking two members together — and the input is a choice as well, which is why a four-speed needs an input clutch rather than four brakes. The shaded rows are the 5 a real transmission on this gearset is sold with; the rest are ratios the mechanism has and the gearbox does not buy the elements to reach. Every value is exact: the reductions are ratios of integers and are printed as such.

Four speeds from two numbers

A Ravigneaux gearset has five tooth counts and gives seven exact ratios. Two of the counts do not appear in any of them — the short planet is an idler and its size is free — and the remaining three enter only through two dimensionless numbers, so the whole shift ladder of a four-speed automatic is a function of ring-over-sun and ring-over-the-other-sun. A Simpson three-speed is a function of one number.

transmission · Transmission Two circles, and an exact straight line. The moving centrode of this motion is a circle of radius 1.5 and the fixed one is a circle of radius 3.0, measured to 8.9e-16. The small circle rolls inside the large one, and a point on its rim traces a diameter of the large one — exactly, with no error term. Watt's linkage is straight to nine per cent of its span and Chebyshev's to twelve; this is straight to 0.0e+0, and the difference is not one of degree. It is the difference between a curve that approximates a line and two centrodes whose rolling produces one. positioned by solving, not by drawing.

Exact because two circles roll

Watt's straight line is straight to nine parts in a hundred and Chebyshev's to twelve. Here is one that is straight to nothing at all — no error term, no working range, no approximation anywhere — and the reason is that its two centrodes are circles, one rolling inside the other at exactly half its radius.

curvature · Curvature 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 belt ratio's tolerance is made of. The three ways a variator's ratio can be wrong when the parts are wrong, at a nominal ratio of 1.848: a belt 0.3% long, a centre distance 0.2 mm out, and a sheave 0.15 mm from where it was commanded. Worst case they add to 2.98% and combined in quadrature they are 2.04% — the two conventions the practice field already argues about. The last row is a gear train's ratio under the same treatment, and it is empty: there is no length in a tooth count for a tolerance to be on.

The ratio that has a tolerance

Every dimension in this collection has been given a range at some point, and the ratios never were, because a gear ratio is a count and a count has no tolerance. A belt ratio is a quotient of two solved lengths, so every length in the mechanism is in it — and the amplification from belt length to ratio runs from 2.7 to 6.4 across the travel, which puts a whole per cent on a mechanism whose gearbox equivalent has none at all.

practice · Tolerance

Named alongside it

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

Velocity ratioTransmission relationEpicyclicCarrierMobilityNull spaceTwo-degree of freedomAlgebraic curveBelt driveCatalogue numberCentre distanceCentrode

All concepts