Machine Kinematics
solved, then drawn
Concept

Indexing — where it appears

Turning a continuous input into an output that steps by a fixed amount and then waits. Every indexing mechanism is a trade between how long the output waits and how violently it moves when it does, and both numbers follow from the geometry rather than from the drive.

Named by 14 essays across 3 fields — each of them below, with the objects they name alongside it.

Every way of stopping, on the same four questions. Six mechanisms that all turn a continuous input into an output that moves and then waits. Index is how far the output steps. Moving is the fraction of the input's turn the output is actually going for; the rest is dwell. From rest says whether the output starts and stops at zero velocity, and acceleration whether its acceleration is a number at all. Every entry is computed from the mechanism's own library, which matters for two of them: a Geneva's moving fraction is (n − 2)/2n and not 1/n, and its entry rate is zero in closed form rather than to the accuracy of a sampled sweep. The three rows whose acceleration is not a number are not badly made — they are mechanisms whose output velocity has a step, and no tolerance improves that.

The mechanism that waits

Every mechanism in this collection so far moves whenever its input moves. A ratchet, an indexer and an escapement do not: they are still for most of a turn and moving for the rest, and what decides which is not an equation running out of answers but a tooth arriving at a face.

timing · Intermittent A 12-tooth ratchet, holding. A ratchet wheel with a 8° tooth face and its pawl. The long line is the face extended; the short one through the contact is the normal the tooth pushes along, and both belong to the wheel and turn with it. The pawl holds, and the reason is which side of those two lines its pivot is on: 1.080 wheel radii from the face's line and 0.495 from the normal's, and on opposite sides of them. Nothing about how hard anything pushes enters the question: a normal is a direction and a moment arm is a length with a sign. Dragging turns the wheel the way it may go, and the pawl's tip is solved onto the wheel's surface at every frame: it is lifted up a tooth's back and dropped into the next notch, once per click.

A joint that works one way

A pawl either holds a ratchet or is levered out of it, and which one happens is decided by two lines through the contact. One of them is the rule a workshop quotes. The other is the boundary that rule leaves out, and a check written to confirm the quoted rule turned out to be incapable of failing.

timing · Intermittent A 6-slot Geneva wheel. The driving pin enters a radial slot, carries the wheel through 60°, and leaves. The centre distance is not free: it must be crank ÷ sin(180°/6) = 60.00 so that the pin enters along the slot, with the crank and slot perpendicular. That is the mechanism's one design requirement and it is what makes the driven wheel start and stop from rest — measured here at 1.5e-3 against a peak of 1.000. What it does not fix is the acceleration, which peaks at 1.35 and is why film sprocket holes tear.

Stopping thirty times a second

A Geneva wheel turns continuous rotation into steps, and its one design requirement is that the pin enters the slot along the slot so the driven wheel starts and stops from rest. That fixes every dimension from the slot count. What it does not fix is the acceleration, which is why film sprocket holes tear.

cams · Cam Lost motion on a 24-tooth ratchet. A pawl can only drop into a tooth, so an input that has moved by less than one tooth pitch has moved the output by nothing at all. On 24 teeth the pitch is 15.0°, and that is the worst case with one pawl. Two pawls offset by half a pitch halve it and three thirds it, because whichever pawl is over a root drops first. None of this is a manufacturing question: the numbers are the same on a perfectly made ratchet, which is what separates them from the lost motion an as-built measurement would.

The resolution is the pitch

A ratchet's step and a ratchet's error are the same number. Nothing about how well it is made improves that, more pawls divide it by a whole number, and the obvious remedy — cut more teeth — runs into a wall that is geometric rather than practical: at a tooth depth of 0.16 radii the construction stops at twenty-nine.

timing · Intermittent A quantity that is not there, refusing to converge. A second central difference of a function with a bounded second derivative settles as the step is halved; across a step in the first derivative it doubles, every time. The rising line is a mutilated gear at the instant its teeth engage, where the driven wheel goes from stopped to full pitch-line speed: its successive estimates grow by a factor of 2.000000, which is the signature and not an accident of the step. The flat line is a six-slot Geneva at the same point in its cycle, whose pin enters along the slot and whose acceleration is a number. This is the only way to report an acceleration that does not exist: not by quoting a large one, but by showing the measurement refuse.

The gear with its teeth cut away

Leave teeth on part of a gear's circumference and take the rest off, and the output turns for part of the input's revolution and stops for the rest. It is the cheapest intermittent drive there is and it engages at full speed, so its output's velocity has a step and its acceleration is not a large number — it is not a number, and the way to report that is to watch a difference quotient refuse to converge.

timing · Intermittent 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 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 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 The disc, the wheel, and what has to be cut out of it. A 6-slot Geneva at 20° of driver, with the driver's locking disc of radius 13.5 drawn about its axis and the wheel drawn as the material it actually has — inside its rim, short of the 6 flat chords cut across it, one between each pair of slots, 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 126.8°, 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.

A flat holds the wheel to second order

A Geneva wheel is held between indexes by a disc on its driver sitting in a concave arc, and that disc is so large that one pin is all a wheel of four slots or more can carry. Hold the wheel on a flat chord instead and the disc must shrink to the crank times sin(π/n). Its cut-away falls from 236° to 127° on six slots, and a second pin fits at every count from four to twelve. The cost is the hold itself. An arc lets the locked wheel rock in proportion to the running clearance and a flat as its square root: 0.022° against 1.48° at a clearance of 0.02 on a crank of 30.

timing · Intermittent 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 18.8 drawn about its axis and the wheel drawn as the material it actually has — inside its rim, outside the 6 V notches cut into it, each face tilted 14° off the chord, 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 159.8°, 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.

A V holds the wheel to first order

A Geneva wheel locked on concave arcs holds to first order and carries one pin; locked on flat chords it carries two and holds only to second order. Cut the lock as a shallow V instead — two faces tilted a few degrees off the chord — and it keeps both. Its disc is the crank times sin(β + γ), small enough for a second pin up to 34° at four slots and 5.6° at twelve. It rocks as acos(cos γ − c/a) − γ, which is linear in the clearance below 2a sin²γ, and at a running clearance of 0.1 on a crank of 30 it holds five to eight times tighter than the flat. The trade was between two shapes, not a law.

timing · Intermittent A curved slot bends at its mouth with the crank's circle, or against it. A six-slot Geneva wheel whose slots are curved: mouth curvature 0.5 of the crank's. The driver's pin runs round the dashed circle and enters each slot along its mouth, which is radial so that the wheel starts from rest. At entry the pin's acceleration is square to the slot, and the part of it the slot's own bend takes up does not turn the wheel. Solved over the index, the wheel starts with an acceleration of 0.289 and stops with a deceleration of 0.866, in units of the crank's speed squared, against 0.577 at both ends for a straight slot; the two always add to 1.155. Its peak is 1.649 against the straight slot's 1.350.

A curved slot moves the step

A Geneva's pin arrives with an acceleration of tan(π/n) of the crank's speed squared, and no choice of entry direction removes it. A choice of slot shape can: bend the slot's mouth with the crank's own circle and the slot absorbs the pin's acceleration instead of handing it to the wheel. But the pin leaves by the mouth it came in by, and there the same bend adds to the step. Solved at four slot counts and seven curvatures, the entry and exit steps are tan(π/n)(1 ∓ κ̂) and always sum to 2 tan(π/n). A curved slot moves the step from one end of the index to the other, every bend raises the peak, and no slot tried beat the straight one.

timing · Intermittent A pin steered off its circle carries the wheel on any law. A 4-slot Geneva wheel and its driver. The pin rides in a radial guide on the driver and a stationary cam sets its radius, so its path through the index (solid) is not the crank's circle (dashed). Here it is cut for the modified trapezoid law over the circle's own window of 90° of driver: the wheel starts with an acceleration of nought and stops with nought, against tan(π/4) = 1.000 at both ends for the crank pin, and peaks at 3.112 against the crank pin's 5.407, in units of the driver's speed squared. The pin's radius moves between 0.667 and 0.708 on a crank of 0.707.

A steered pin keeps only the window

A Geneva's step at entry and exit belongs to its pin's circle, not to its slots. Carry the pin in a radial guide on the driver and set its radius with a stationary cam, and the wheel can be given any law at all — the pin is simply where the driver's ray meets the slot's line. Cut for a modified trapezoid, a six-slot wheel starts and stops with no step and peaks 14% below the crank pin, while the cam moves the pin by 1.2% of the crank. What the circle cannot hand over is its window: no ray before the crank pin's entry meets a resting slot, so the index can never be longer, and every degree spent holding the wheel in its slot comes out of it as the square.

timing · Intermittent The disc, the wheel, and what has to be cut out of it. A 6-slot Geneva at -40° of driver, with the driver's locking disc of radius 13.5 drawn about its axis and the wheel drawn as the material it actually has — inside its rim, short of the 6 flat chords cut across it, one between each pair of slots, 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 126.8°, 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.

Six things an indexer is not

More pins make a Geneva smoother, a finer ratchet is a more precise one, a locked wheel is a still wheel, a curved slot gives a smooth start, a cam indexer is always gentler than a Geneva, and a mechanism whose states are all in one piece can go from any of them to any other. Six things said about indexing mechanisms, each the natural reading of something true, each answered by a number the timing essays measured. They fail the same way: each judges the mechanism by its motion, and an indexer is decided at its switches — the instants a pin enters, a pawl drops or a lock takes over.

wrong · Misconception Three steered pins hand a six-slot wheel from slot to slot. A 6-slot Geneva wheel with no locking disc and a driver carrying 3 pins, each in a radial guide whose radius a stationary cam sets. Each pin is in some slot for 120° of every driver turn: it runs in along a resting slot, indexes the wheel on a modified sine law over 40°, and runs out along the slot it moved. The solid curve is the path every pin follows while it is in a slot; the dashed circle is the crank's. At the moment shown pin 1 is running in, pin 2 is clear of the wheel, pin 3 is clear of the wheel; the wheel is held by one slot.

A wheel held by its slots needs three pins

A steered pin can hold a Geneva's wheel by running along a resting slot, but every pin is in some slot for exactly the crank pin's window, 180° less 360°/n of every turn, because it can leave a slot only by the mouth it will reach. Two windows of less than half a turn can never cover a turn, so two pins cannot hold a wheel without its disc at any slot count. Three can, on six slots and more, and four on four. At the Geneva's own share of index to dwell the index is no harder than the crank pin's, and the slots hold the wheel tighter than any lock in the field. The disc's work moves to the steering cam: on a run the cam's pressure angle is the run's own angle, and the six-slot drive's runs are 40°.

timing · Intermittent

Named alongside it

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

the Geneva mechanismDwellIntermittent motionMotion lawTangential entryAccelerationJerkClearanceDesign rulePin in slotRatchetLock

All concepts