Machine Kinematics
solved, then drawn
Concept

Kinematic pair — where it appears

Two bodies in contact, together with what their contact permits one to do relative to the other. A lower pair touches over a surface and permits that surface's symmetry group; a higher pair touches along a line or at a point and permits a set that is not a group at all.

Named by 8 essays across 5 fields — each of them below, with the objects they name alongside it.

Six surfaces, six groups, six pairs. The six lower pairs, drawn as the surfaces they are. A lower pair is two bodies touching over a surface rather than at a point or along a line, and that is the same thing as saying the surface slides on itself — so what the joint permits is the surface's own symmetry group. Each caption is computed from the surface's normals and not from the pair's name: a plane gives three freedoms and planar motion, a sphere gives three and spherical motion, a plain cylinder gives two, a shaft with collars gives one rotation, a prism gives one translation, and a thread gives one screw whose pitch comes back as the thread's own lead. Eleven surfaces were tried and six groups came out, which is where the number in every textbook's table comes from.

A joint is a surface that slides on itself

Twenty-two fields of this site have declared their joints and then counted what those joints take away. A count cannot tell a pin from a slide — both are one. What a joint actually permits is a set of displacements closed under composition, and it can be computed from the shape of the surface: one linear condition per point, and the answer is a null space.

pairs · Pair Every surface tried, and the group it permits. The census the six lower pairs come out of. Each row is a surface, sampled at 240 points; the freedoms column is six minus the rank of a matrix with one row per point, saying that the velocity a twist gives that point is tangent to the surface. Nothing is fitted and no shape is recognised — the surface's own normals write the matrix down. Three different surfaces of revolution give the same group, which is the content of the classification; two surfaces give nothing, which is what almost every surface gives. Eleven surfaces, six groups. The last column is the ratio of the smallest singular value kept to the largest discarded, so a row reading 10¹⁵ is not near being reclassified by anybody's tolerance.

Six, and no others

Eleven surfaces were handed to the same computation and six groups came out. A cone, a torus and an ellipsoid of revolution give the same joint; a scalene ellipsoid gives none; and the list does not grow when more surfaces are added, because a surface's symmetry group has to leave a two-dimensional set alone and only six groups can.

pairs · Pair One point, six groups, six shapes. A group has no picture, so here is the next best thing: fix one point of the moving body — the marked one — and draw everywhere the group can send it. A prismatic pair sends it along a line, a revolute round a circle, a helical along a helix, a cylindrical over a cylinder, a spherical over a sphere, a planar over a plane. Those six shapes are the six surfaces the previous figures drew, which is not a coincidence and is the field's first argument read backwards: a lower pair's surface is an orbit of its own group, which is exactly why the surface can slide on itself.

The count cannot tell a pin from a slide

A revolute, a prismatic and a helical pair all take five freedoms away in space and leave one. Grübler adds the same number for each, the constraint rank measures the same number for each, and the three joints have nothing whatever in common — one sends a point round a circle, one along a line, and one along a helix at a rate the joint decides.

pairs · Pair the reflector, solved. A rhombus whose far vertex is held on a line through the pivot. One side is the input, the line is the mirror, and the other side comes out reflected in it — which is where negation, doubling and addition all come from. The relation it satisfies is (μ, θ) ↦ 2μ − θ, and across a sweep of 41 positions the worst departure from it is 1.3e-13 radians. Every joint here is the output of a Newton–Raphson solve on the bar lengths; nothing is placed by the formula the picture is about.

Four bars that add two angles

A rhombus on two links from one pivot points along the bisector of their angle, exactly, because a rhombus has equal sides. Hold its far vertex on a line and it reflects instead. From those two facts come negation, doubling and addition — and every whole-number combination of two angles a compiled machine needs.

computing · Compute What each kind of joint takes away. Grübler's formula is M = 3(n − 1) − 2j₁ − j₂, and the 2 and the 1 in it are not conventions. A lower pair — a pin or a slide — holds two bodies together over a surface and leaves one relative freedom, so it costs 2. A higher pair — a cam against a follower, a wheel on a rail — touches at a point, the contact travels along both surfaces, and it costs 1. Five chains, each built and each measured from the rank of its constraint Jacobian, which has never heard of the formula. The last row is the one worth having: count that cam contact as a pin, as is very easily done, and the formula returns 0 where the mechanism has 1. The Jacobian does not move.

What each joint takes away

Grübler's formula has a 2 in it for pins and a 1 for cam contacts, and those numbers are not conventions to be memorised. They are the number of constraints each kind of joint imposes, they are measurable as the rank of a matrix, and miscounting one of them is the commonest way the formula is got wrong.

constraint · Mobility Two permitted motions, and a composite that lifts off. A disc resting on a straight edge — a roller follower on a flat-faced cam, and the simplest higher pair there is. Two bodies touching at a point rather than over a surface, two freedoms: slide along the edge, and turn, because a disc is its own symmetry group about its centre. Both are permitted and both keep the contact exactly. Their composite does not. The faint discs are the two permitted displacements taken separately; the solid one is one followed by the other, and its centre sits 1.049 radii off the dashed line where a tangent disc's centre has to be. The excursion is exactly |t₂ sin φ₁| — the second displacement's slide times the sine of the first one's turn — derived from the two displacements rather than from the composition and agreeing to 10⁻¹⁶. A lower pair's freedoms compose and a higher pair's do not, which is why a joint's freedom count is the dimension of a group in one case and the dimension of nothing in the other.

A higher pair has no group

A disc resting on a straight edge may slide along it and may turn about its own centre. Both keep the contact exactly. Do one and then the other and the contact lifts off the edge by |t sin φ| — up to 1.2 radii over an ordinary range — so the two freedoms are real and the pair of them is not closed. The count is still right and there is nothing for it to be the dimension of.

pairs · Pair What one point can and cannot see of a group. For each of the twelve: the group's dimension, the dimension of one point's orbit under it, and the difference — the stabiliser, the motions that leave that particular point exactly where it is. The orbit is the only picture a group has, and this table is the honest caption on it. Planar motion and spherical motion are both three-dimensional and both sweep a point over a two-dimensional surface, so each leaves one motion doing nothing at all: a turn about the plane's normal in one case, a turn about the radius in the other. A point does not see the whole group, and no drawing of one trajectory can be a complete picture of what a joint permits.

Six things a joint is not

A freedom count read as a description, a screw system read as a group, a pair list read as a convention, a trajectory read as a determination, a nominal alignment read as a delivered one, and a higher pair read as a larger joint. Six claims, each of them what a careful person would say, each answered with a number.

wrong · Misconception Every surface tried, and the group it permits. The census the six lower pairs come out of. Each row is a surface, sampled at 240 points; the freedoms column is six minus the rank of a matrix with one row per point, saying that the velocity a twist gives that point is tangent to the surface. Nothing is fitted and no shape is recognised — the surface's own normals write the matrix down. Three different surfaces of revolution give the same group, which is the content of the classification; two surfaces give nothing, which is what almost every surface gives. Eleven surfaces, six groups. The last column is the ratio of the smallest singular value kept to the largest discarded, so a row reading 10¹⁵ is not near being reclassified by anybody's tolerance.

The pair a catalogue sells

A plain bearing is a cylindrical pair and a catalogue calls it a bearing. Add two thrust faces and it is a revolute pair, which is a different joint and changes every mobility count downstream. The kinematic identity of a bought part is decided by which surfaces touch, and the catalogue's word for it is not the same information.

practice · Clearance

Named alongside it

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

Lower pairConstraintDisplacement subgroupMobilityDegrees of freedomHigher pairPitchRankBearingContactOrbitScrew

All concepts