Machine Kinematics
solved, then drawn
Concept

Screw — where it appears

A rotation about a line together with a translation along it, which is what every rigid motion and every force system turns out to be. It is the object that makes spatial kinematics uniform: a pin, a slide and a helical joint are all screws of different pitch, and a loop's mobility is the rank of the system they span.

Named by 27 essays across 7 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 Kutzbach's count against the measured mobility. Five closed loops of revolute joints. The count is 6(L − 1) − 5j, a statement about how many links and joints there are; the measurement is the number of joints minus the rank of the loop's screw system, which knows only where the axes point. They disagree for four of the five, and the one they agree on is the generic seven-joint loop — so the formula is not broken, it is blind to the special geometry that makes the other four work. The universal joint is counted at -2 degrees of freedom and is in every car built.

Six freedoms, not three

Every mechanism on this site so far has been flat, and flatness is not a simplification made for teaching — it is a special case that hides the most interesting thing constraint counting does, which is get the answer wrong about mechanisms that are in daily use.

spatial · Spatial elbow arm at a posture. elbow arm, drawn from 6 joint values through a product of 6 exponentials — no equation is solved anywhere in this picture, because an open chain has none to solve. The thin lines are the joint axes at this configuration, which are also the columns of the arm's Jacobian: the tool's velocity is a sum of turns about exactly those lines. Here the smallest singular value of that Jacobian is 0.3674 and the largest is 2.407, so the arm is comfortably away from a configuration where a direction of motion is lost. Drag θ₂ shoulder.

The chain that does not close

Every mechanism on this site so far has been a loop, and a loop is why a configuration here is a solve. An arm has no loop. Its pose is a product of six transforms, evaluated, with nothing to converge and nothing to refuse — and the difficulty does not disappear, it moves to the other end of the problem.

serial · Serial SCARA, as four numbers a joint. A Denavit–Hartenberg table describes each joint by the common perpendicular between its axis and the next one: how long it is, how much the axes twist across it, where along the first axis it meets, and at what angle. 3 of these 3 rows have no answer for the last two, because the axes they describe are parallel and two parallel lines have infinitely many common perpendiculars, all the same length, at every point along them. The arm is perfectly ordinary; it is the description that has run out.

Four numbers or a screw

An arm can be written down as four numbers a joint or as a line in space with a pitch on it. Both are minimal, both describe the same machine to the last bit, and one of them jumps by three hundred and fifty thousand when an axis is tilted by a millionth of a radian.

serial · Serial Losing a freedom and gaining one. Left, the nearest inverse-kinematic singularity: a leg is straight to 1.1e-5 and cannot reach further, so the platform has lost a freedom. That is the workspace boundary and it is a serial arm's singularity. Right, the nearest direct-kinematic singularity: the three leg lines pass through one point to 0.0001, so the three forces the legs transmit are no longer independent and the platform can turn about that point with every actuator locked. It has gained a freedom, and it is 1.97 from the other configuration and nowhere near the edge of the reach.

Locked, and still moving

A serial arm goes singular at the edge of its reach, where it loses a freedom, and the failure is visible as an arm gone straight. A parallel mechanism has a second kind with no serial counterpart — it gains a freedom, in the middle of the workspace, at poses nothing about the legs' reach marks out.

parallel · Parallel A universal joint at 40° input, shafts 25° apart. Two shafts meeting at 25°, joined by a cross whose two pins are at right angles to each other and each at right angles to the shaft it carries. That is the whole geometry, and everything else follows from it. This is a four-joint spatial loop with all four axes through one point: Kutzbach counts −2 and the screw system has rank 3, so it has one degree of freedom and turns. At this instant the output shaft is at 42.79° while the input is at 40°, and the output is turning 1.0124 times as fast — which is not 1, and never is except at the four points of each turn where the curves cross.

The joint that is not constant velocity

A universal joint is the spatial mechanism everybody has met and almost nobody has been told the truth about. Its output shaft runs fast, then slow, twice per revolution, and the amount depends only on the angle between the shafts — which is why cars have two of them and why the second one has to be fitted the right way round.

spatial · Spatial kelvin: 6 contacts, 6 of the six freedoms taken. A plan view of the arrangement, with each contact drawn where it acts and an arrow along the direction of the force it can carry. A ball's contact force passes through the ball's centre whatever surface it rests on, so the whole constraint system is these points and these directions and nothing else. Written as wrenches — a force along a line, which is a screw of zero pitch — their rank is 6. Six independent wrenches leave nothing free: the part has one place to be, and putting it down twice puts it in the same place.

Six points and no more

A ball resting on a surface is a joint: it takes one freedom away, and the force it can carry is a line through the ball's centre. Six of them, arranged well, take all six freedoms and leave a part with one place to be. Six arranged badly take five, and the sixth freedom is a screw with an axis this site can name.

applied · Mobility 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 Bennett's four-bar at 40°. Four bars, four revolute joints, and axes that are not parallel — a spatial four-bar, which Kutzbach counts at -2 degrees of freedom. Bennett's condition, sin α / a = sin β / b, makes the screw system rank 3 instead of 4, so the mechanism has 1. Driving the first joint through a full turn, 48 of 48 positions assemble. Orthographic projection, viewed from 40° azimuth and 24° elevation; dashed stubs mark the joint axes.

Bennett, and the condition that moves it

A spatial four-bar is immobile by every count there is, and generically it cannot even be assembled at more than isolated configurations. Bennett found the one relation between four lengths and two twists that makes it turn through a full revolution — and break the relation by two parts in a thousand and most of the travel is gone.

spatial · Spatial Six legs, six numbers. A Gough–Stewart platform at (0.00, 0.00, 2.40) with a rotation vector of (0.00, 0.00, 0.15). The six leg lengths run from 3.077 to 3.263, and every one of them was computed from the pose by a single subtraction and a square root, with no leg consulting another. Going the other way — six lengths in, one pose out — takes an iterative solve and does not have one answer. The six leg lines span a screw system of order 6; the smallest singular value of the six is 0.0316, which is how far this pose is from a configuration where they become dependent and the platform stops being controllable.

Six legs and a square root

A Gough–Stewart platform's inverse problem is one subtraction and one square root per leg, computed six times without any leg consulting another. Its forward problem has forty solutions. That gap is the whole design, and it is why flight simulators are built this way and robot arms are not.

parallel · Parallel The twelve kinds of freedom, and which are joints. Every connected group of rigid displacements, up to where its axis points and where its origin sits. There are twelve, the height on the page is the dimension, and a line means the lower one is contained in the upper — computed by asking whether each generator of the smaller lies in the span of the larger, with all twelve built about a common axis. Filled discs are joints: six of the twelve are the symmetry group of a surface and can be a single pair, and six are not and have to be built out of a chain. There is nothing at dimension five, which is not obvious and is checked rather than assumed: twenty thousand random five-dimensional subspaces of the twists were closed under the bracket, and every one generated the whole of the six.

Twelve kinds of freedom

Every set of displacements that is closed under composition is one of twelve, up to where its axis points. Six of them are joints somebody sells. Four are motions a designer may perfectly well want and cannot buy at any price. And there is nothing at all of dimension five — checked here on twenty thousand random subspaces, every one of which generated the whole of the six.

pairs · Pair elbow arm at a posture. elbow arm, drawn from 6 joint values through a product of 6 exponentials — no equation is solved anywhere in this picture, because an open chain has none to solve. The thin lines are the joint axes at this configuration, which are also the columns of the arm's Jacobian: the tool's velocity is a sum of turns about exactly those lines. Here the smallest singular value of that Jacobian is 0.3674 and the largest is 2.407, so the arm is comfortably away from a configuration where a direction of motion is lost. Drag θ₃ elbow.

Two routes to a Jacobian

An open chain's Jacobian is a list of its joint axes, drawn as lines in the same picture as the arm. A finite difference of its own forward kinematics is a completely different computation and has to agree — and when the two disagreed by 5 × 10⁻⁵, the fault was in a function six phases old that every spatial loop on this site had been using.

serial · Serial A screw of pitch 0.25. A single screw drawn from its own decomposition. The six numbers of the twist go into a decomposition that returns a direction, a point on the axis and a pitch of 0.2500; the helix is then the path of a point at radius 0.5 about that axis, advancing 0.250 along it per radian turned. Over 1.15 turns the point advances 1.806 — the pitch times the angle, which is what pitch means. This screw is a screw.

Every motion is a screw

Chasles showed that any rigid displacement whatever is a turn about some line together with a slide along that same line. Not approximately, and not usually — always, with the line and the amount of slide computable from the motion. It is the fact that makes spatial kinematics a subject rather than a pile of special cases.

spatial · Spatial Three bars, and no rotation left. Each of a delta robot's legs ends in a parallelogram, which keeps the bar on the platform parallel to the bar on the arm. That leg therefore permits the platform no turn about either direction perpendicular to its bar: it imposes two couple constraints, drawn here as rings about the directions they act on. Three legs impose 6; together they span only 3, so 3 are redundant. What is reciprocal to them is three couples — three pure translations, and the platform cannot turn at all.

Why the platform stays flat

A delta robot has three legs and three freedoms, and there is no obvious reason those freedoms should be the three translations rather than some mixture. The reason is a parallelogram in each leg, and the argument from there to "the platform cannot turn at all" is a constraint computation that takes six wrenches and a rank.

parallel · Parallel What each loop's constraint system is made of. For each mechanism: the order of the screw system its joints span, the order of the reciprocal system — the wrenches it carries without moving, which is always six minus the first — and what those wrenches are. A planar four-bar carries one force and two couples; a mechanism whose motion lies in no subgroup carries screws of finite pitch instead, and 2 of these 6 do.

What a mechanism cannot do

A mechanism's freedoms are a subspace of screw space. Everything orthogonal to that subspace under the reciprocal product is a force the mechanism carries without moving — so the constraints are not a separate thing to be worked out, they are what is left, and one matrix gives both.

spatial · Spatial 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.

What a point sees

A group of displacements has no shape, so the only picture of one is what it does to something. Fix a point and the six lower pairs draw a line, a circle, a helix, a cylinder, a sphere and a plane — the six surfaces the pairs are made of. And two of the twelve sweep the same surface and are still different groups, which is the honest caption on the whole method.

pairs · Pair Kutzbach, plus the constraints counted twice. Each row is 6(n − j − 1) + Σf, then the redundant constraints ν measured from the two legs' constraint systems, then the mobility measured from the rank of the whole loop's screw system. The first column is wrong for 5 of 6 of these mechanisms; adding ν repairs every one. The catch is that ν is not a property of the joint graph — Bennett's linkage and a spatial four-bar with one twist changed have the same graph and different ν — so the corrected formula needs the measurement it was supposed to replace.

The formula is repaired by the thing it replaced

Kutzbach's count is wrong about most of the mechanisms worth building, and every textbook gives the same repair — add back the constraints that were imposed twice. The repair works on every loop this site has. It is also not a formula, because the number it adds cannot be read off the joint graph.

constraint · Spatial Whose constraints stay put. The largest principal angle between a mechanism's screw system at the start of its motion and at each later position. The 3 mechanisms whose motion lies in a subgroup of the rigid displacements — planar, spherical, translational — never leave the same subspace, and read between 1.9e-6 and 3.0e-6 degrees, which is the precision of an arccosine near one rather than a movement. The paradoxical ones turn through 49° and 57°. Every curve runs over its own range of motion, because Bricard's linkage assembles over 120 degrees and a shared axis would hide it.

Two ways to be overconstrained

A planar four-bar and Bennett's four-bar report the same redundancy, the same rank and the same wrong count. One of them is overconstrained at every set of link lengths; the other at exactly one ratio and nowhere near it. The difference is not in any of the numbers so far — but it is measurable, and the measurement is an angle.

spatial · Spatial The cylindroid at 75° and 1.00 apart. Every screw in the two-system spanned by two revolute axes 1.00 apart along their common perpendicular and 75° out of parallel, drawn as its own axis. The axes sweep a ruled surface — the cylindroid — and each generator carries a pitch, running from -0.384 to 0.652 and reaching its two extremes on the two principal screws, which cross at a right angle at the centre. The surface is 1.035 long along its own axis, which is exactly the spread of the pitches: a cylindroid is as long as its pitches are far apart.

The smallest screw system has a shape

Add two screws together in every proportion. The results do not scatter — their axes sweep a ruled surface, with the pitch varying along it between two extremes reached at right angles to each other. It is a picture nobody would guess from the algebra, and it is the object that says what two joints between two bodies leave free.

spatial · Spatial Three shortest paths. The tool's route between the same two poses, under three interpolations. The straight one is position interpolated along a line with the rotation carried separately, which is what most controllers do. The screw path is the single turn about a single axis that Chasles's theorem says takes any pose to any other — the only one of the three that mentions no coordinate system — and it is 18.0% longer. The joint-space path is what the arm does when nobody asks for anything in particular, and it is 26.8% longer again. The screw axis itself is drawn: pitch -0.096 m per radian.

The distance between two poses

Ask an arm to take the shortest route between two poses and three reasonable definitions give three different paths, of lengths 1.223, 1.443 and 1.550 metres. The disagreement is not numerical. There is no distance between two rigid poses until somebody chooses a length to measure a radian in, and on this arm the choice changes which of two poses is nearer at 74.5 millimetres.

serial · Serial In space the arithmetic allows almost nothing. A body in space has six freedoms and a revolute joint takes five, so a mobility of one needs (6n − 7)/5 joints — and that is an integer only when the link count leaves a remainder of two on division by five. The whole table is this: 7, 12, 17, 22 links, and nothing else. At seven links the degrees must sum to fourteen across seven links with none below two, so every link is binary and the graph is a single seven-cycle: there is exactly one spatial chain, and it is a loop. That is the census explanation for something the spatial field has lived with since it was written — every spatial mechanism on this site is one closed loop — and it had never been stated as a count. The next admissible size is twelve links and thirteen joints, where two assortments are arithmetically possible, 157 candidates give 33 graphs, and 5 of them are chains — every one with ten binary links and two ternary, so the assortment with a quaternary link is empty exactly as four of the planar ones are.

In space there is one chain

A body in space has six freedoms and a revolute joint takes five, so a mobility of one needs (6n−7)/5 joints — an integer only when the link count leaves a remainder of two on division by five. At seven links every link is binary, the graph is a single seven-cycle, and there is exactly one spatial chain.

spatial · Spatial 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 Every position loses its hold at -150° and 30°. The smallest singular value of the six leg lines of the Gough–Stewart platform, held level, as it is turned through a whole revolution at 4 positions: (0, 0, 2.4), (0.4, -0.3, 2.4), (0, 0, 3.2), (-0.5, 0.2, 1.8). At -150° and 30° all 4 curves reach zero together — the largest of them is 9.7e-9 — and 1° either side the least is 1.28e-3. Nowhere else does any of them touch zero.

A yaw that is singular everywhere

Turn the standard hexapod platform 30° about the vertical, hold it level, and it is singular: not at one pose, but at every position it can be put in, with one screw motion that none of its six locked legs can resist. The angle is not a property of the dimensions. It comes out of one line of trigonometry that no spread of the anchor points can change.

parallel · Parallel Three joints, and the three screws that describe them. A leg of three revolute joints, drawn as its three axes, and the principal screws of the three-system they span, drawn through the system's own centre. The three principal axes are mutually perpendicular — worst cosine 1.1e-16 — and they meet at one point, missing it by 2.6e-16. Their pitches are -0.3766, -0.0338, 0.8075, and every screw the leg leaves free has a pitch the three of them give by h₁l² + h₂m² + h₃n². Nothing in the three joint axes looks like a right angle and the system's own frame is one.

What a leg of three joints leaves free

Five essays of this field have computed the order of a screw system and drawn none of them. A three-joint leg spans a three-system; its three principal axes are mutually perpendicular and meet at a point, six numbers price every screw in the family, and the directions of the lines it contains form a cone.

spatial · Spatial What a leg of three joints permits and what it resists, on one frame. The leg of three revolute joints in grey, and the principal screws of two three-systems drawn through one centre: the twists the leg lets its platform make, and the wrenches it holds without any joint turning. They are computed separately — the second is the reciprocal complement of the first, found by its own eigenproblem — and they come out with the same centre, 5e-16 apart, and the same three axes, parallel to 0e+0. Only the pitches differ, and each wrench pitch is its twist's with the sign reversed, to 1e-15: -0.3766 against 0.3766, -0.0338 against 0.0338, 0.8075 against -0.8075.

The lines a leg turns about and the lines it is pushed along

A leg of three revolute joints permits a three-system of motions and resists a three-system of loads. The two share a centre and three axes and differ only in the sign of every pitch — and the revolute axes of the first and the lines of force of the second are the two rulings of one hyperboloid, every line of one meeting every line of the other.

spatial · Spatial A paired platform with its pairs rotated 60°, turned through a revolution. The paired Gough platform — base anchors in pairs 25° apart on a radius of 2.2, platform anchors in pairs 40° apart on 1.1 — with the platform's pairs centred 60° round from the base's, held level and turned through a revolution at four positions. All four curves reach nought together at 30° and −150°, which is 90° − ρ and 180° from it. At the centred position the platform is held at 0.0363 at a yaw of 0°, and it can turn ±17° before that falls to half. Dragging the rotation carries the two dead yaws across the revolution together.

The dead yaw is a design choice

A paired hexapod held level is singular everywhere at a yaw of 30° because its platform pairs sit 60° round from its base pairs. Rotate them by ρ instead and the dead yaws move to 90° − ρ and 180° from it, exactly, at every rotation from 0° to 120°. The furthest they can be from home is a quarter-turn each way, at ρ = 0 — where the platform is also best held at home and can turn ±75.5° before its holding halves, against ±17° for the usual 60°.

parallel · Parallel Where a tilted platform is still singular. A slice of the workspace at height 2.4, at the dead yaw and 3° of tilt, with each position shaded by how well the platform is held there — dark where the six legs are nearly dependent and pale where they are not. Level, this whole square would be uniformly dark. Tilted, the dark places are a curve through it, which is what an ordinary direct singularity looks like on a slice. Driving a search downhill from forty-eight starts reaches a smallest singular value of 0.00e+0, so the locus is a singularity rather than a shallow valley.

Tilted, near the dead yaw

A paired Gough platform held level is singular at one yaw wherever it stands. Tilt it and that stops being true — the six moments are no longer equal and the home position is held. It is a poor rescue: the rise is quadratic in the tilt, so a degree buys a sixty-fourth of what eight degrees buys, and what the tilt actually does is not remove the singularity but turn it into a surface through the workspace.

parallel · Parallel

Named alongside it

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

ConstraintPitchTwistRankScrew systemMobilityReciprocal screwDegrees of freedomPlatformDisplacement subgroupJacobianOverconstraint

All concepts