Machine Kinematics
solved, then drawn
Concept

Quick return — where it appears

A mechanism whose output takes longer over its working stroke than over its return. In a linkage the ratio is whatever the limit positions give; with a non-circular gear pair it is specified and then delivered exactly.

Named by 13 essays across 3 fields — each of them below, with the objects they name alongside it.

A ratio that is not a number. The output-to-input angular velocity of a four-bar, computed from the velocity solution at every position. It runs from -0.398 to 0.333 — it changes sign, because the rocker turns back — with a mean of 0.000 that no instant of the cycle actually exhibits. Quoting a single figure for a linkage's ratio is quoting the average of that curve. A gear pair is the case where the same phrase is honest: its ratio is 0.5000 and stays there, which is not a coincidence but the property the involute was invented to guarantee.

The ratio that is not a number

A four-bar's output-to-input speed ratio runs from −0.29 to 0.51 through one turn and changes sign on the way. Quoting a single figure for it quotes the average of that curve, which the mechanism never exhibits. A gear pair is the case where the same phrase is honest, and it is honest by construction.

wrong · Misconception Where the output stops, and why the return is quicker. A crank-rocker's output reaches an extreme exactly when the crank and coupler line up — stretched out, so O₂ to B is 4.50, or folded back, so it is 2.50. Nothing about the rocker enters the condition, which is why the limits can be written down rather than searched for. Those two crank angles are 40.8° and 228.5°, so the crank spends 187.7° going one way and 172.3° coming back while the rocker covers the same 40.0° both times. The ratio is 1.0894 predicted and 1.0894 measured over 7200 swept positions — a shaper cuts on the slow stroke and returns on the fast one, and this number is what the proportions are chosen to get.

The return stroke is quicker

A crank-rocker's output stops at two definite places, and the crank angles at which it does are calculable without touching a solver. The interesting number is not where they are but how far apart — because the crank turns at a constant speed and the output covers the same swing twice in unequal times.

linkages · Fourbar Two ellipses on their foci, at a ratio of 0.603. Each wheel is an ellipse turning about one of its own foci, with the centres a major axis apart. The focal property does the work: the two radii from the two foci add to the major axis, so the contact stays on the line of centres by construction, and the rolled arc lengths agree to 2.5e-8 of their length. The ratio at this instant is 0.6033; over a turn it runs from 0.538 to 1.857, a range of 3.4490 against the ((1+e)/(1−e))² = 3.4490 the eccentricity predicts. And one turn of one wheel is exactly one turn of the other, which is the condition that makes it a pair of wheels rather than a pair of curves. positioned by solving, not by drawing.

A ratio that is a function of the angle

A gear pair is usually two circles rolling. Ask instead for an output that runs forty per cent fast for half a turn and forty per cent slow for the other half, and the two shapes that deliver it are not a design decision — the demand fixes both pitch curves completely, and the only question left is whether they close.

meshing · Meshing One chain, four mechanisms. The same four bars and the same four pins in every panel. What changes is which link is bolted to the bench, and that is not a property of the chain — it is a decision about where the bench is. The four mechanisms are crank rocker, double crank, crank rocker, double rocker: one input turns fully in some and rocks in others, and what each one is for is different. What cannot change is the shape of the closed loop, and the two diagonals measure that without reference to which link is held still: swept independently, all four visit the same locus of diagonal pairs to within 2.9e-3, half the sampling resolution. This is why the Whitworth quick-return and the oscillating-cylinder engine are not merely similar to a slider-crank; they are one.

One chain, four mechanisms

Which link of a four-bar is bolted to the bench is not a property of the chain. It is a decision about where the bench is, and making a different one gives a mechanism that looks and behaves completely differently while being, as a chain, the same object — which is why the Whitworth quick-return and the oscillating-cylinder engine are both a slider-crank.

linkages · Fourbar Every pivot on these arcs gives a 60° swing at a time ratio of 1.2. The rocker's pivot O₄ is fixed and its two limit positions B₁ and B₂ are 60° apart. At a limit the crank and coupler are in line, so the crank pivot sees the chord B₁B₂ at the angle δ = 180°(Q − 1)/(Q + 1) = 16.36°, and the points that see a chord at a fixed angle are arcs of two circles. The thick stretches are the 828 sampled pivots that give a crank-rocker with exactly this swing and ratio; the rest of each circle gives a linkage of another kind. The linkage drawn is the member whose worst transmission angle is largest, at both limits: ground 1.222, crank 0.478, coupler 1.130 and rocker 1, with its worst transmission angle 40.32°.

A swing and a time ratio

A shaper's specification gives the rocker's swing and how much quicker the return must be than the cut, and those two numbers do not fix a linkage. They leave a one-parameter family of crank-rockers on the arcs of two circles, every member exactly right, and the transmission angle chooses between them — which is also what decides that a 60° swing cannot return more than 1.207 times as fast and keep 40°.

linkages · Fourbar A drag link driving a crank-rocker at a phase of 284.8°. A drag link, ground 1, crank 2.5, coupler 2.25, output 1.5, whose output crank carries the crank of a crank-rocker with a 60° swing, ground 1.2223, crank 0.4783, coupler 1.1298, output 1, turned 284.8° ahead of it, drawn at an input angle of 40°. The two cranks on the middle pivot are one rigid part. The thick arc at the right is the rocker's swing. At this phase the whole machine returns 2.71 times as fast as it works; the crank-rocker alone, driven at constant speed, returns 1.2 times as fast.

A drag link ahead of a crank-rocker

A crank-rocker with a 60° swing keeps a transmission angle of 40° only up to a time ratio of 1.207, and at a ratio of 2 no crank-rocker keeps even 20°. Drive its crank from the output of a drag link, whose cranks both turn but not at the same speed, and a pair in which each stage keeps 40° returns 2.71 times as fast as it works. The phase between the two stages decides almost all of it: the same two linkages give anything from 1.003 to 2.71.

linkages · Fourbar The chain's whole configuration space, drawn on its two angles. A slider-crank asks one thing of its two angles: a cos θ + b cos φ = e, with θ the crank's angle and φ the rod's. Each panel is the square of those two angles from −π to π, with the curve that equation cuts out, followed by arclength on the equation alone. The number under each panel is how many whole turns θ, φ and φ − θ make around a circuit. A curve that crosses the square from side to side carries a turn in that angle; a closed loop inside the square carries none. The two regions where a member turns have two circuits each and the two where none does have one, which is what the four-bar regions these came from predict.

Three rotations, and four benches

The slider-crank chain's four inversions are four famous machines, and they are not four classifications. Four links make six pairs, one of those pairs cannot rotate at all because a slide is a rotation of nought, and the five that are left are three quantities between them. So an inversion chooses which two of the chain's three rotations sit at its bench, and the four regions of length space already say what all three do.

linkages · 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 How evenly the ram is driven through the working stroke. The ram's speed through the working stroke of an offset slider-crank with a time ratio of 1.2 of its own, crank 1, rod 2.719, offset 0.847, divided by its mean over the stroke, against the fraction of the stroke's duration. The number after each name is the ratio of the fastest to the slowest ram speed while the ram covers the central 80% of its stroke. Driven directly at constant speed the slide gives 2.02. The drag link that gives the highest time ratio, 2.71, gives 2.60. The most even design that still reaches 2, a drag link of 4.75, 4, 2.25 on a ground of 1, gives 1.19 at a ratio of 2.03 — the same pattern the shaper's rocker showed, measured on a ram. Dragging moves that design's phase.

The first stage does not know what it drives

A drag link that evens a shaper's rocker evens a ram driven by an offset slider-crank just as well — within 3.8% of the best that ram can have — once it is turned by the angle between the two machines' stroke starts, to within a degree. The two outputs cover their working strokes alike to 1.5% when they share an own time ratio, so what the first stage has to know about the second is that ratio and where its stroke begins. The exception is a centred slide with a short rod, whose skewed stroke moves the best phase by 12° more than the rule says and makes the train more even than any rocker's.

linkages · Fourbar Shortening a centred slide's rod evens the dragged ram until the rod is about two cranks long, and then it stops helping. A centred slider-crank with crank 1 and its rod swept from 20 cranks down to 1.305, where its worst transmission angle reaches 40°, plotted against crank ÷ rod. For each rod, the ratio of the ram's fastest to slowest speed across the central 80% of its working stroke: driven directly, which worsens from 1.701 to 2.752; and with the most even of 821 drag links, at whichever phase angle between the stages suits it, that still gives a combined time ratio of 2, which improves from 1.435 to 1.246 at a rod of 2.0 (worst angle 60°) and then worsens again to 1.401 at the 40° limit. Dashed: the best design found on any offset slide, 1.181, at an offset of 0.6 and a worst angle of 65°.

A centred slide has a best rod, and an offset beats it

Behind a drag link that brings a shaper's ram to a time ratio of 2, a centred slide's rod is a knob with a best setting. Shorten it from twenty cranks and the most even cut improves from 1.435 to 1.246 at a rod of two cranks, then worsens to 1.401 before the transmission angle reaches 40°, because the rod's skew moves the ram's speed peak where a drag link can phase against it only until the peak stops moving and just grows. An offset beats it: at every worst transmission angle up to 65° some offset slide is more even than any centred one, the best at 1.181, and on the most offset slide the rod hardly matters.

linkages · Fourbar A centred slide's time ratio is its drag link's split of half a turn. The output angle of a drag link against its input angle over one turn: ground 1, input crank 4.019, coupler 3.920, output crank 1.339, the double crank that splits half a turn of its output most unevenly while keeping a worst transmission angle of 40.0°. A centred slider-crank driven by its output reaches its two dead centres at output angles exactly half a turn apart, whatever its rod, so its forward and return strokes take the input angles between the two dotted levels and outside them. At a phase of 66.3° between the stages they are 104.5° and 255.5° of input, a time ratio of 2.443. The largest over every phase angle is 2.443, against 2.304 for the best link of the quarter-step grid: no rod can raise it.

A centred ram cannot be timed past its drag link

A shaper's drag link and slider-crank were held to a combined time ratio of 2, and the centred slide's rod turned out to have a best length. Asking for a quicker return was supposed to shorten that rod and narrow the offset slide's lead. The first happens; the second runs the other way. A centred slide's dead centres are half a turn of its crank apart whatever its rod, so its ratio is the drag link's split of half a turn and nothing else: 2.304 on the grid, 2.443 off it, and no rod moves it. Below that ceiling the centred slide's best cut worsens from 1.118 to 1.466 and the offset slide's lead grows from 1% to 28%. Above it only an offset slide with a short rod reaches, and no slide keeping 45° reaches 3.

linkages · Fourbar A ratio of 3 costs both stages forty degrees. The largest quick-return ratio of a shaper's drive against the worst transmission angle it must keep, from 30° to 60°: an offset slider-crank alone, 1.448, 1.360, 1.286, 1.224, 1.172, 1.128, 1.092; a drag link alone ahead of a centred slide, 2.867, 2.632, 2.443, 2.284, 2.130, 1.968, 1.809; and the two in series, both stages keeping the angle, 3.975, 3.427, 3.006, 2.696, 2.432, 2.184, 1.957, against the product of the separate ceilings, 4.153, 3.580, 3.143, 2.796, 2.496, 2.221, 1.976. The train reaches 3 at 40.0°. Marked: 40°, where the train reaches 3.006.

A ratio of three costs forty degrees

A shaper's two-stage drive, a drag link ahead of a slider-crank, could not be given a return three times as quick as its cut while its drag link kept 40° and its slide 45°. Drawn as a frontier, the largest ratio against the worst transmission angle both stages keep, a ratio of 3 costs 40.0° in both. The two stages in series reach 95.7% to 99.0% of the product of their separate ceilings at every angle from 30° to 60°, so two stages relax one stage's bound very nearly by a product. Shared unequally, every degree the drag link gives up buys the slide between one and a half and three: the drag link is the stage to let lean. And the trains on the frontier cut badly, the ram's fastest speed in the middle of its cut 3.2 times its slowest at a ratio of 3. On the way, the drag link's own ceiling at 40° turns out to be 2.443, not the 2.365 a single search had found.

linkages · Fourbar Five degrees below forty buy back an even cut at a ratio of three. At each worst transmission angle kept by both stages of a drag link ahead of an offset slide: the evenness of the cut, the ram's fastest speed over its slowest across the middle four fifths of the working stroke, for the train with the largest time ratio at that angle (dashed), which reaches 3.98, 3.75, 3.52, 3.43, 3.33, 3.24, 3.16, 3.08, 3.01 and cuts at 6.11, 5.21, 4.70, 4.35, 4.14, 3.90, 3.65, 3.46, 3.25; and for the most even train that still reaches a ratio of 3 (solid): 1.22, 1.26, 1.32, 1.42, 1.64, 1.90, 2.53, 2.73, 2.97, at 30, 32, 34, 35, 36, 37, 38, 39, 40°. The shaded band is 1.12 to 1.47, the best ratio-2 trains of the earlier essays.

Five degrees buy an even cut at a ratio of three

A shaper's two-stage drive reaches a quick return of 3 only by keeping no more than 40° of transmission angle in both stages, and the one train that does cuts unevenly, its ram 3.25 times faster at one point of the cut than at another. Searched for the most even cut that still returns three times as fast, the trains at 40° do little better, 2.97. But the price falls steeply below it: 1.90 at 37°, 1.42 at 35°, 1.22 at 30°. By 35° a ratio-3 shaper cuts as evenly as the best ratio-2 trains did. The even trains leave the long, nearly folded drag links that buy the most ratio for compact ones, and not one of them takes a longer rod than its angle requires.

linkages · Fourbar

Named alongside it

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

Transmission angleTime ratioDesign ruleSlider-crankCrank-rockerLimit positionVelocity ratioGrashof's conditionRatioSix-barConstraintKinematic chain

All concepts