Machine Kinematics
solved, then drawn
Concept

Four-bar — where it appears

Four links and four pin joints, the smallest closed chain that moves. Everything about which link can turn fully, where it jams and what its coupler draws follows from the four lengths, which is why the site returns to it in every field.

Named by 27 essays across 6 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 in these essays 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 four-bar at 60°, solved. Ground 4, crank 1, coupler 3.5, rocker 3. Every joint position here is the output of a Newton–Raphson solve on the loop-closure equations, converged to 0.0e+0 — not a placement that looked right. Grashof's condition classifies these lengths as a crank rocker, and sweeping the crank through 360° confirms it: 120 of 120 positions assemble. The transmission angle at this instant is 66.9°.

Four bars and four pins

The smallest interesting machine there is. Four lengths decide everything about it — which link can turn all the way round, how hard it pushes, where it stops and whether it can be assembled at all — and every one of those is a number that falls out of a solve rather than a judgement about a drawing.

linkages · Fourbar Two circles, four answers, two of them nowhere. A four-bar with its crank held at 52° is two circles: the coupler pin is 3.5 from the crank pin and 3 from the far ground pivot. Two quadratics in two unknowns, so Bézout's number is four — and the tracker finds two. The other two paths run off to infinity, and they do so for every pair of circles ever drawn: two circles meet the line at infinity in the same two points, and those are what the fourth and third answers are.

Two circles, four answers

A four-bar with its crank held still is two circles, and two circles meet twice. Bézout's theorem says four. The two missing answers are not a rounding error and are not special to these link lengths — they are the same two points for every pair of circles ever drawn, and they are the beginning of a way of counting that has so far been done by hand.

algebra · Algebra 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 these essays refuse to print without measuring — so every linkage here is also asked for all 360 positions and required to agree.

linkages · Fourbar Two routes to the same derivative. How much the output angle moves when the coupler length moves, through one turn, computed twice. One route rebuilds the mechanism at b ± 10⁻⁶ and solves both from scratch; the other differentiates the constraint equations and solves one linear system against the analytic Jacobian. They lie on top of each other — the strip beneath plots the difference on a four-decade log scale, and its largest value anywhere in the turn is 2.9e-10 against a sensitivity of order 0.41. That is the only independent check there is of the Jacobian itself, whose coupler rows carried four wrong signs from the foundation phase to 2026-08-12 without ever drawing anything wrong.

Two routes to a sensitivity

How far the output moves when a link length moves can be found by rebuilding the mechanism and solving it again, or by differentiating the constraint equations and solving one linear system. The two agree to two parts in a hundred million across a whole turn — and the second route is an independent test of the constraint Jacobian itself, whose coupler rows had carried wrong signs unnoticed.

practice · Tolerance 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 Two ways of adding four tolerances. The output band from ±0.01 on each of four lengths, combined two ways. The upper curve is worst case — every error at its extreme and conspiring — and the lower is root-sum-square, which treats the four as independent random errors. RSS is smaller everywhere, by between 1.42 and 1.95, and with four contributions the most it can ever be is √4 = 2. That factor is not a saving found in the geometry; it is bought with the assumption that the four errors are independent, and one fixture that locates two of the holes takes it straight back.

Worst case and the square root

Four tolerances can be added as a straight sum or as a root-sum-square, and the second is smaller by between 1.42 and 1.96 through this linkage's cycle. The ceiling is √4 = 2 and no geometry can beat it. That factor is not found in the mechanism — it is bought entirely with an assumption of independence, and one fixture that locates two holes takes it straight back.

practice · Tolerance The wheel is the coupler — double wishbone. The suspension solved at 0 mm of bump, with the whole travel ghosted behind it. The two arms are the cranks and the upright between them is the coupler; the wheel is bolted to that coupler, so camber is the coupler's rotation and nothing else. Camber here is 0.00° and the contact patch has moved 0.0 mm across the road. The cross is the instantaneous centre of the upright, found from the solved velocity field; the roll centre is where the line from it to the contact patch crosses the car's centreline, and it is at 73 mm here.

The wheel is the coupler

A double wishbone is a four-bar standing on end whose coupler carries a wheel, so camber is coupler rotation and scrub is a coupler point's path. Both are computable, and the second one comes out with the opposite sign from the model every suspension book uses — by more than the whole scrub.

applied · Fourbar A pin in a hole is a short link. Left: a pin of radius 0.86 in a hole of radius 1, so the clearance is 0.14. The pin's centre may sit anywhere within that of the hole's centre. Right: the same joint as it enters the kinematics — a binary link of fixed length 0.14 and free direction, with a revolute at each end. That is not an analogy. It is the same set of relative positions, so every count, every Jacobian and every solve written for linkages applies to it unchanged, and a four-bar with play at each pin is a mechanism with eight links and eight joints.

A clearance is a link

A pin in a hole is not a joint at a point. Its centre may sit anywhere within the difference of the two radii, so the two links it joins are connected by a body of fixed length and free direction — a binary link with a revolute at each end. That is not an analogy, and taking it literally makes a four-bar a mechanism with eight links, eight joints and five degrees of freedom.

practice · Clearance The roll centre through the travel — double wishbone. The roll centre is a construction: the instantaneous centre of the upright, joined to the contact patch, extended to the car's centreline. It is quoted as a height. Over 160 mm of travel it moves 54 mm — 52 mm to 106 mm — The number in a specification is the value at one position of a curve, and the curve is steeper than the thing it is a property of.

A roll centre is not a point

The roll centre is a construction on the instantaneous centre of the wheel's upright, and every step of it is exact. What it is not is a height: over eighty millimetres of bump and droop it moves 54 mm on a wishbone and 131 mm on a strut, and on the strut it goes below the road.

applied · Fourbar 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 How wrong the trapezoid is, arm angle 15.6°. The difference between the outer wheel's angle and the angle that would put all four wheels on one circle. It is zero at straight ahead by construction — both wheels point forwards — and it reaches 2.06° at 35° of lock. "One hundred per cent Ackermann" names a condition this linkage meets at 1 angle and nowhere else, and no four-bar can do better than a handful: the condition is not a rational function of the crank angle, and the linkage is.

The steering that is never right

For four wheels to roll without scrubbing, the two front wheels must point at different angles, and the relation between them is a cotangent condition no four-bar can satisfy. The trapezoid under every car meets it at straight ahead and, if the arm angle is chosen well, at exactly one other angle — 0.34° out at worst instead of 2.06°.

applied · Fourbar 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 Which pin's play costs the most. Each pin's clearance taken one at a time, at 0.01 on links of 1 to 4, with the direction swept rather than assumed. The ranking runs A 32%, B 25%, O₂ 22%, O₄ 21% — a spread of 1.52 against the 3.43 the four lengths spread over. Clearances are more evenly weighted than length tolerances because each pin joins two links and so enters two of the four sensitivities, which is why the best bearing buys less than the best-held length does — and why it still goes somewhere the load path does not suggest.

Which pin to buy

The four lengths of a four-bar contribute 38, 26, 25 and 11 per cent of its output error — a spread of 3.4. Its four pins contribute 32, 25, 22 and 21 — a spread of 1.5. Clearances are more evenly shared than length tolerances, because every pin joins two links and so appears in two of the four sensitivities, and that changes what a better bearing is worth.

practice · Clearance 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 is not modelled here.

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 that is not modelled here.

practice · Clearance What the valve does, against what the ratio promises. The solved valve lift, and the cam's lift multiplied by the nominal ratio. They are the same curve to the eye and they are not the same curve: the peak is 12.777 mm against a promised 12.842 mm, short by 0.51%. The shortfall is not an error in either number. It is what happens when a ratio measured at one position is applied across a movement, and it is why cam cards and rocker ratios are quoted together.

The cam is not the valve

A rocker arm's ratio is the ratio of two moment arms measured at one position, and the rocker swings twelve degrees while the valve opens. The instantaneous ratio runs 1.588 to 1.605, so the peak valve lift is 12.78 mm where the number on the box promises 12.84 — and the shortfall depends on how the rocker was set up, not on the cam.

applied · Cam Tolerancing the holes rather than the lengths. The output band from ±0.01, computed on the four link lengths and then on the features those lengths are derived from. The ground length is the distance between two frame holes, and what happens to it depends entirely on how they were made: located separately, two independent errors combine to √2 times one and the lengths-only answer is optimistic by 11%; bored in one setup, the common part of the machine's error cancels out of the distance between them and the lengths-only answer is pessimistic by 34%. Neither is a correction to apply; it is a question for the machine shop. The sensitivity can be computed; the answer cannot.

Tolerancing the holes

A drawing does not tolerance link lengths. It tolerances holes, and the lengths are derived from them — so what a length's tolerance really means depends on whether its two holes were bored in one setup. Located separately, a lengths-only stack-up is optimistic by 11%; bored together, it is pessimistic by 34%. Neither is a correction to apply blind.

practice · Tolerance A pumping unit is a crank-rocker with a drum on the end of its rocker. A representative beam pumping unit, in metres: crank 0.95 on the gearbox shaft, pitman 3.6, walking beam pivoted on the samson post with a back arm of 2.8 to the pitman, and a horsehead on the front, an arc of radius 3.4 about the beam's pivot. The crank, pitman and back arm are a crank-rocker. The cable is fixed at the top of the head, lies on its face and leaves it where the head's tangent is vertical, 3.4 in front of the pivot, then hangs to the rod over the well. Faded: the beam at the bottom and top of the stroke, where crank and pitman are in line. The rod travels 2.357 m, and at the crank angle drawn it is 0.614 m above the bottom. Use the slider to turn the crank.

The horsehead is a drum

An oil-well pumping unit is a crank-rocker, and the curved head on the end of its beam is not decoration. It is a drum: the cable leaves it where its face is vertical, which is the same place at every angle, so the rod moves on an exact straight line and rises by exactly the head's radius times the beam's turn. That makes the unit's torque factor the four-bar's velocity ratio, to 3 × 10⁻⁹, and leaves the crank's position as the only thing that shapes the stroke — and the direction the crank turns as the thing that decides which stroke gets the benefit.

applied · Fourbar 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 A two-arm lamp balanced at every pose. A two-arm desk lamp: a lower arm 0.4 m long pivoted on its base, an upper arm carrying a 0.8 kg head 0.35 m out. A parallelogram — the lower arm, a short crank at the base, a link parallel to the lower arm, and the upper arm's first few centimetres — keeps the base crank parallel to the upper arm, so the upper arm's spring can run from a post above the base pivot to that crank and see the upper arm's angle alone. The lower arm's spring runs from the same post to the lower arm. Both springs have no free length and stiffnesses matched to their arms' weights. At every pose the lamp's total potential energy is the same: here it differs from the pose with both arms upright by 3e-16 of the head's moment, and the joint torques are 0 and 0 N·m — rounding. Dragging swings the lamp.

The lamp that stays where it is put

A desk lamp that stays wherever it is left is balanced, not held: its springs store exactly the energy its weight gives up, at every pose. For one arm that takes a spring with no free length, fixed above the pivot, whose energy has a cos θ term that cancels the weight's to 10⁻¹⁵. A spring with a free length L₀ leaves an unbalance of exactly L₀/s of the weight's torque, and a stiffness a fraction ε off leaves 2ε of its moment. For two arms it takes a parallelogram: without one, the upper spring sees the angle between the arms and the lamp's energy varies by twice the head's moment; with one, both springs sit at the base and the lamp is flat everywhere.

applied · Fourbar Two circuits at an ordinary change point, and how far apart a length error leaves them. A four-bar on the Grashof boundary g + a = b + c — ground 4, crank 1, coupler 2.50, output 2.50 — with its crank short by 1e-3, near the one input angle at which its two assemblies would meet. Built exactly, the two curves would cross at the origin. Built with the error they pass each other 0.0400 radians apart at the flat input angle, against the law 2√(2bδ/c(g + a)) = 0.0400, and the pin clearance that rejoins them is 1.0000e-3: the error itself. Dragging the coupler's share of b + c moves the separation and leaves the clearance where it is.

Every change point lies flat

A parallelogram a thousandth wrong is rejoined by a pin clearance of exactly a thousandth, at any of its four bearings. The obvious guess is that an ordinary change point — a linkage on one Grashof boundary with no equal bars — would need a clearance with a constant in front and would reveal which bearing is loose. It does neither, because every change point has its four joints on one line. What does acquire a constant is the angle: 2√(2bδ/c(g + a)) when the circuits separate, and a stall constant with no coupler or output in it at all.

constraint · Mobility A tilting head balanced with one parallelogram and two springs. A desk lamp with a lower arm 0.4 m long, an upper arm of 0.35 m and a 0.5 kg head that tilts on the upper arm's end, its weight 0.08 m from that wrist. A parallelogram in the lower arm keeps a bracket at the elbow upright. Four springs of no free length: the lower arm's from a post on the base, the upper arm's from the elbow's bracket, and two for the head — one from the top of the elbow's bracket to a point on the head, which sees the head's angle from the vertical, and one across the wrist from the upper arm, which cancels the term the first brings in the angle between upper arm and head. At this pose, lower arm 0°, upper arm 80°, head 130° from the upward vertical, the lamp's energy differs from the first pose's by 5e-15 of the head's moment, and the torque at the wrist is 9e-10 N·m. Dragging moves all three joints.

Two springs stand in for a parallelogram

A lamp's head tilts on the end of its arm, and its weight's moment is a cosine of the head's angle from the vertical, so a spring can balance it only if the spring sees that angle. A second parallelogram carries the vertical out to the wrist and one spring does it. So do two springs with one parallelogram, or six with none: each spring that reaches across a joint brings a term in the joint's angle, and another spring across that joint takes it away. A spring across the wrist alone balances the head at one arm angle and leaves sin(Δ/2) of its moment over a range Δ.

applied · Fourbar Where the head spring hangs decides whether the arm's spring must push. The tilting-head desk lamp with one parallelogram: lower arm 0.4 m, upper arm 0.35 m, a 0.5 kg head with its weight 0.08 m beyond the wrist, and four springs of no free length. The spring from the top of the elbow's bracket to the head is hung 0.03 m along the head (the slider). Solved for an exact balance, its stiffness is 131 N/m, the wrist spring's 687, the lower arm's 561, and the upper arm's −434, negative: a spring that would have to push (drawn red). The upper arm's spring pulls exactly when the head attachment point is beyond 0.0615 m, 76.9% of the way to the head's centre of mass.

A spring that must push is hung in the wrong place

Balancing a lamp with a tilting head exactly, with springs of no free length, sometimes asks one spring for a negative stiffness, a spring that would have to push. It looked like a property of the lamp: a light upper arm under a heavy head might admit no design in which every spring pulls. It is a property of one attachment point. The upper arm's spring pulls exactly when the head spring meets the head beyond a point that is always short of the head's centre of mass, 77% of the way on this lamp, and at most 99% even with a head fifty times the arm's mass. Hang the head spring at its centre of mass and every spring pulls on every lamp.

applied · Fourbar The smallest springs that balance the lamp, and the one that is not needed. The tilting-head desk lamp with one parallelogram, its springs of no free length placed to make the total of their peak pulls over the working range least, inside an outline of brackets 0.15 m high, attachment points 0.08 m past the wrist and along the head's 0.15 m. Peak pulls 22.7, 0.0, 23.2, 17.5 N (lower arm, upper arm, elbow bracket to head, wrist), 63.4 N in all and 23.2 at most. The head spring meets the head at 0.0615 m, the threshold, and the upper arm's spring has no stiffness at all: it is left out.

The lamp needs three springs

A desk lamp with a tilting head, balanced exactly with springs of no free length, was built with four springs whose peak pulls add to 162 N. Searched over every attachment point inside the same outline, the least total is 63.4 N, and it is reached with three: the head spring hung at the threshold where the upper arm's spring stops being needed, 77% of the way to the head's centre of mass. Beyond the threshold a second spring is the first one split in two, and splitting a spring never makes it smaller. A design with no parallelogram and six springs is never close: 213 N at its best.

applied · Fourbar Re-chosen attachment points buy back a third of the tilt at four times the springs. The tilting-head lamp with one parallelogram and the smallest springs of the earlier essay. Every spring 2 cm free and every attachment point re-chosen for the least worst moment, all springs still pulling: 0.0611 N·m, a third less, with peak pulls 29.6, 0.0, 41.6, 195.1 N (lower arm, upper arm, elbow bracket to head, wrist), 266.3 N in all. The upper arm's spring is dotted where it has no stiffness.

A free length is absorbed where the springs attach

Give every spring of the smallest balanced desk lamp 2 cm of free length and refit the stiffnesses, and the lamp is left with 0.093 N·m of unbalance, growing in exact proportion to the free length. The spare fourth spring that ideal springs had no use for recovers under three per cent of it, and moving the head spring beyond the threshold only makes it worse. What absorbs a free length is a spring whose length barely changes. Re-chosen attachment points buy back a third of the unbalance that way, and pay for it with four times the pull.

applied · Fourbar Allowed 100 newtons, the lamp spends them on its attachment points. The tilting-head lamp with one parallelogram, every spring 2 cm free, its attachment points chosen inside the earlier outline for the least worst moment on any joint with the springs' peak pulls capped at 100 N in total. Worst moment 0.0620 N·m; peak pulls 22.5, 28.7, 13.9, 34.9 N (lower arm, upper arm, elbow bracket to head, wrist), 100.0 N in all. Each spring's zigzag is drawn heavier the harder it pulls, and dotted where it pulls less than half a newton.

The first pull goes to the spring the lamp did without

Give every spring of the balanced desk lamp 2 cm of free length and let it have more pull, and the worst moment it is left with falls from 0.086 N·m at 62 N to 0.052 at 227 N, the most any attachment points inside the outline can do. Half of that improvement costs the first 18 newtons; the second half costs the next 147. Spent on stiffness alone, with the attachment points held, extra pull buys nothing at all. And the first place it goes is the upper arm's spring, the spare that ideal springs had no use for, hung lower on its bracket while the head spring moves out past the threshold. The wrist spring, which carried almost all of the earlier re-attached design's cost, takes the largest share only after 140 N.

applied · Fourbar

Named alongside it

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

ToleranceTransmission angleConstraintSensitivityJacobianDead centreDerivativeParallelogramVelocity ratioGrashof's conditionClearanceDesign rule

All concepts