Machine Kinematics
solved, then drawn
Concept

Form closure — where it appears

The condition that a set of contacts leaves a part no motion at all, with nothing pressed and no friction anywhere. It holds exactly when the contacts' rows positively span the space of velocities — equivalently, when the origin lies inside the convex hull of those rows — and it needs at least one more contact than the body has freedoms.

Named by 20 essays across 3 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 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 6 contacts, and the box lifts straight off. 3-2-1, six contacts. Each pad is a contact and each arrow the direction the box is free to move there — the inward normal, and the whole of what the contact contributes. The rank is 6, which is full: these 6 contacts are 6 independent constraints and a bilateral version of them would fix the box completely. The margin is nought, so the box is free to leave, and no amount of tightening the tolerances on where the pads are would change that. Rank and hold are different questions and this is the pair of pictures that separates them. positioned by solving, not by drawing.

Four in the plane and seven in space

Six independent constraints fix a body in space and six contacts fix nothing, because d vectors can span d dimensions and can never positively span them. The minimum is one more than the dimension — and it is a floor rather than an answer: six contacts on a box held it in none of four thousand random arrangements and seven held it in twenty-one.

holding · Restraint How far inside the hull the origin actually is. The same seven arrangements with their margins drawn rather than tabulated, because the shape of this chart is the argument: the quantity is not a probability and not a percentage, it is a distance — how far the origin sits from the nearest face of the hull of the contact rows, with every row a unit vector so the number is comparable across arrangements. The two that hold come in at 0.211 and 0.091; the five that do not come in at exactly nought, and they are drawn at nought rather than left off. A margin that falls smoothly to nothing is what makes this a measurement: an arrangement approaching one that lets go says so before it does.

The test is a program, not a rank

Three independent routes to one yes-or-no: enumerate the escape cone's extreme rays by cross products, take the convex hull of the contact rows and ask where the origin is, or hand the whole thing to a simplex. They agree on every arrangement — and the first version of the third one reported a disc as held, which is the one part in the field that no number of contacts holds.

holding · Restraint 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 Free to spin, and it cannot turn at all. An ellipse of semi-axes 1.4 and 0.9 inside four flat walls that touch it at the ends of its own axes. Every normal points at the centre, so every row's moment is nought and the four rows span two dimensions rather than three: the cone of permitted twists is the whole spin axis, a line through the origin, and the first-order answer is that the part is free to turn either way. Drag the angle and watch what happens. The ellipse's reach in the direction of the top and bottom walls is √(a²sin²θ + b²cos²θ), which is smallest at θ = 0 and grows from there, so any rotation whatever drives it into both of them — by 0.016 at this angle. A nullity is a candidate and not a motion, and this is the shape of case the fields before this one could not produce: not a mechanism at a singularity, but an ordinary part in an ordinary pocket. positioned by solving, not by drawing.

Free to turn and unable to

An ellipse in a pocket the size of its own bounding box has four contacts whose rows span two dimensions, so the cone of permitted twists is a whole line and the first-order answer is that it spins both ways. It cannot turn by any amount whatever: the penetration grows as the square of the angle, with a fitted exponent of 1.9944, and a circle in the same pocket turns for ever.

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

The contact that is free not to touch

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

holding · Restraint Free in every direction, and it cannot get out. A disc of radius 1 among 3 point obstacles on a circle of radius 1.100. The shaded discs are the obstacles grown by the part's own radius, which is what the part's centre may not enter — the configuration space, and for a round part it is the plane itself. The part is caged when those grown discs overlap enough to close a ring around it, which happens below R = 1/sin(π/3) = 1.154701, and here it does. At every configuration inside the cage the part is free. The three normals all point at its centre, the rank of its rows is two, the escape cone is a whole line, and none of that has anything to do with whether it can leave. A hold is a statement about velocities at one configuration; a cage is a statement about where a finite motion can go, and the second does not follow from the first in either direction. positioned by solving, not by drawing.

Free at every instant and going nowhere

Three points on a circle of 1.1 radii around a unit disc leave it free in every direction at every configuration — rank two, margin nought, the whole plane of centres shaded — and it cannot get out. The threshold is 1/sin(π/n), which is 1.154701 for three, and a flood fill of the free space agrees with the formula at every radius sampled.

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.

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 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 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 yoke 70 wide on a constant-breadth cam, at 60°. The cycloidal programme — rise 10 over 120°, return over 120° — cut for flat faces on a base circle of 30 and held between two parallel faces 70 apart, turned to 60.0°. The upper face rests at 5.000 above the base circle, which is the programme's lift there. The lower face touches the cam too: the distance across the cam along the follower's line is 70.000 at this angle and at every other, so the follower is driven up by one face and down by the other with no spring and nothing to spare.

A cam that holds its follower both ways

Two parallel faces joined into a yoke can drive a follower out and back with no spring, but only if the cam's breadth along the follower's line is the same at every angle — s(θ) + s(θ + 180°) constant. That makes the second half-turn the first one reflected. The cam field's standing programme misses by 9.502, and a second disc that frees the programme needs a yoke at least 60.66 wide.

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

Held is not located

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

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

Six things a hold is not

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

wrong · Misconception 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 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 hold nothing

Every exact-constraint coupling on this site — Kelvin, Maxwell, three-two-one, and a Kelvin clamp with a seventh pad added — has rank six and holds the part not at all. The escape a Maxwell coupling leaves is a pure vertical translation with nothing else in it, which is not a defect: it is what a coupling is, and gravity is the seventh contact nobody draws.

holding · Mobility A roller in the groove of a quick-rise cam at 600 rpm. The cycloidal programme — rise 20 over 90°, return over 170° — cut as a groove on a prime circle of 40 for a roller of 10, driving a follower of 0.5 kg pressed toward the cam by 20 N, and turned anticlockwise to 59.9° at 600 rpm. The groove must supply m·s″·ω² + F along the follower's travel, −66.6 N at this angle, so the roller bears on the outer wall. The marks on the groove are the four places in a turn where that force changes sign and the roller changes walls: 47.87°, to the outer; 87.13°, to the inner; 151.35°, to the outer; 193.65°, to the inner. The stretches of deceleration begin to cross over at 267.6 and 505.5 rpm.

A roller in a groove changes walls with the speed

A groove holds its roller between two walls and chooses between them by the sign of one force, the follower's mass times its acceleration plus the load pressing it in. Below a threshold speed that force never changes sign and the roller stays on the inner wall; each stretch of deceleration adds two crossovers above its own threshold. On a quick-rise cam at 20 N and half a kilogram the count goes from none to two at 268 rpm and to four at 506. A cycloidal law brings the roller across smoothly; a constant-acceleration law throws it across by a step of 3,200 N at 3,000 rpm.

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

Which contact to make accurately

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

holding · Tolerance The best four contacts on six regular polygons. The largest-margin placement of four frictionless contacts on regular polygons of 3, 4, 5, 6, 8, 12 sides, each found by exhaustive search over edge ends and refinement along the edges. 3 sides: margin 0.231 against a half-edge of 0.866; 4 sides: margin 0.333 against a half-edge of 0.707; 5 sides: margin 0.235 against a half-edge of 0.588; 6 sides: margin 0.293 against a half-edge of 0.500; 8 sides: margin 0.284 against a half-edge of 0.383; 12 sides: margin 0.223 against a half-edge of 0.259. From six sides up every contact sits at an end of its edge; on the triangle and the pentagon two of the four settle near the middles of edges instead. On the square and the even polygons the corner contacts take alternate ends of four edges a quarter-turn apart; an odd polygon has no edge exactly a quarter-turn round and holds less than either even neighbour.

The hold is in the corners

A disc cannot be held by frictionless contacts and a regular polygon can, so a polygon with more and more sides has to lose its hold somewhere. Searched exhaustively, the best four contacts sit at alternate ends of four edges a quarter-turn apart, and their margin is the half-edge sin(π/n) less a correction that falls as 1/n² — 74% of it at eight sides, 99.4% at sixty-four. The hold is lost as the side shrinks, not as its square, and it is carried entirely by how far a contact sits from its edge's middle.

holding · Restraint The roller's flight across a 0.05 mm clearance at every crossover. The cycloidal quick-rise programme carrying 0.5 kg against 20 N at 600 rpm, with 0.05 mm between the roller and the wall it is not bearing on. At each sign change of the groove's force the roller leaves its wall, and each curve is the gap it opens, from nought to the far wall at the top of the plot: leaves at 47.9° and lands 6.6° later at 80 mm/s; leaves at 87.1° and lands 7.1° later at 63 mm/s; leaves at 151.4° and lands 14.6° later at 35 mm/s; leaves at 193.6° and lands 13.4° later at 42 mm/s. Dragging the speed moves the crossings, lengthens or shortens each flight, and just above a stretch's threshold shows a flight that never reaches the far wall.

The time a crossover takes

A roller in a groove changes walls where the groove's force changes sign, and it gets there by flying across the clearance. How hard it lands depends on the clearance through an exponent the motion law decides — two thirds where the force passes through nought, one half where it steps — a flight that ends in a dwell lands at √(2cF/m) whatever the speed, and just above each threshold the force changes sign and the roller never arrives at all.

cams · Cam

Named alongside it

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

Unilateral constraintEscape coneFixtureContact normalPositive spanRankClearanceConvex hullClosure marginEnumerationLinear programDegrees of freedom

All concepts