Machine Kinematics
solved, then drawn
Concept

Sensitivity — where it appears

How much a mechanism's output moves per unit of change in one of its dimensions, which is a derivative and varies with position. It is computed two ways — from the constraint Jacobian and by re-solving the mechanism with one length perturbed — and the two agree wherever the mechanism is not at a change point.

Named by 34 essays across 8 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 on this site 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 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 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 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 The contacts that fight each other — four-legs. With more contacts than freedoms, some weighted sum of the contact forces is zero: those contacts push against each other and not against the part. The weights are the left null space of the wrench matrix and they are drawn here. For four legs on a floor they come out as +−+− — the alternating sum — which is why a table rocks about a diagonal and never sideways, and why the gap under the fourth leg is δ₁ − δ₂ + δ₃ − δ₄ exactly.

The seventh contact

Add a contact to a part that is already exactly constrained and it adds no rank, so it constrains nothing — and it is the only contact in the set that can fail to touch. For four legs on a floor the combination that constrains nothing is the alternating sum of the four, which is why a table rocks about a diagonal and never sideways.

applied · Mobility 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 Where a tolerance stack-up stops meaning anything. The ratio between the first-order tolerance estimate and the band measured by building every corner linkage, for two four-bars at ±0.002 on each length. The crank-rocker's ratio is 1 at all 180 positions — a stack-up is exactly right for it, everywhere. The parallelogram is a change-point linkage, where all four bars can lie on one line, and at that position the estimate exceeds the measurement by a factor of 4.8e+5. The difference is not in the arithmetic, which is identical; it is that a derivative describes a map that can be inverted, and at a change point the map cannot.

Where a stack-up stops working

On a crank-rocker the first-order tolerance estimate matches the measured band at every one of 180 positions, to eight parts in ten thousand. On a parallelogram it exceeds it by a factor of 475,512. Same arithmetic, same tolerance, two linkages that differ only in their proportions — and nothing in the calculation says which one it is being run on.

practice · Tolerance One planet shaft, two centre distances. A compound epicyclic gets its enormous reduction from two meshes whose tooth counts are nearly in the same proportion. The two planet gears are on one shaft, so their axes are at one radius — and at a common module the two rings ask for radii that differ by 0.50 of a tooth. The exactness the reduction is famous for is bought with a pair of meshes running away from the centre distance they were cut at, and the difference is made up by profile shift — the same correction the teeth field applies for a different reason. It is not a rounding: it is the mechanism's own condition, and it is the reason a catalogue reduction of this kind comes in a short list of tooth counts rather than in any combination.

A hundred to one from a difference of one

A harmonic drive reduces by a hundred to one in a single stage with two gears in it, and the hundred is the flexspline's tooth count divided by the two teeth the circular spline has more than it. The same null space that answers a planetary answers it. What each of the three single-stage reductions pays for that arithmetic is different, and the compound epicyclic's price is a pair of meshes whose centre distances differ by half a tooth.

transmission · Transmission Everything one planetary can do, and the gap in the middle. A single epicyclic has three shafts, so there are six ways of choosing which is held, which is driven and which comes out. Each gives a band of reductions as the tooth counts run over every design that can be cut, assembled with three planets and kept clear of undercutting. The bands above 1 are drawn; between them is a gap running from 1.6304 to 2.5862 that no single planetary reaches in any configuration — and a reduction of exactly 2, which is the most ordinary thing anybody asks a gearbox for, is inside it. The gap's width as a factor is exactly the smallest achievable ring-over-sun ratio, 1.5862, which is a statement about how small a planet may be and how large a sun may be.

Three mechanisms, one subtraction

A micrometer's differential screw, a chain hoist's differential pulley and a robot joint's compound epicyclic look nothing like each other and are the same device. Each takes two nearly equal quantities and returns their difference, each buys its enormous ratio with that difference, and each carries the same conditioning number — |a/(a−b)| — measured here by perturbing the mechanisms rather than by quoting the formula.

transmission · Transmission Where enumerating the corners stops being affordable. The two routes to a tolerance band, costed against the number of toleranced lengths. Enumerating every extreme combination is 2ⁿ mechanisms at every crank position; differentiating the constraints is n linear solves. A four-bar is 16 corners and a Watt six-bar is 128, which is still cheap — 142 solves for one position — and the curve is the point rather than either number: at twenty parameters, which is an ordinary spatial mechanism, the corner route is a million mechanisms and the derivative route is twenty. Both are drawn because the corner route is not merely slower, it is the one that assumes nothing, and its answer is what the cheap route has to be checked against.

Seven lengths and a hundred corners

Nothing in a tolerance analysis is about four. A Watt six-bar has seven lengths, its corner enumeration is 128 mechanisms rather than 16, and the two routes still agree to a hundredth of a per cent — but the costs have separated — 142 solves against seven. At twenty parameters, which is an ordinary spatial mechanism, it is a million against twenty.

practice · Tolerance 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.

A band with a direction in it

One whole direction of a four-bar's tolerance box does nothing. A machine made a quarter of a per cent too big all over has an output error of exactly zero — and an aluminium four-bar heated by a hundred degrees has an output error of exactly zero, while one with a steel frame has 0.076°.

practice · Tolerance A reduction made out of a difference. A compound epicyclic's reduction is 1/(1 − z₁z₄/z₂z₃) — a ratio of two integers, so it is exactly what a catalogue says, at every position, forever. It is the only number in this field that survives being measured, and the reason is that it is a count. What it is not is insensitive: each row's denominator is a difference of two nearly equal products, and the last two rows differ by one tooth on one ring.

A ratio that is a count

A compound epicyclic's reduction is a ratio of two integers, because it is a ratio of tooth counts — 2176/106 for the drive here, exact at every position and on every unit ever made. It is the only quoted number in this field that survives being measured, and it is fragile in a way exactness does not protect against: one tooth on one ring moves it by forty per cent.

applied · Tooth The pose set is finite exactly when the part is held. Two arrangements, both with 0.06 of clearance on every contact, with the set of positions the part's centre may occupy drawn to scale. The one on the left holds: its pose set is a small bounded polyhedron, and every dimension of it is proportional to the clearance. The one on the right does not: its pose set runs off the page in the direction the part slides out of the vee, and giving the contacts a tighter tolerance narrows the box without ever closing that direction. A tolerance cannot buy a hold. The clearance decides how big a finite pose set is and the arrangement decides whether it is finite, and the second question has to be settled first because no amount of the first will settle it.

Held is not located

Back every obstacle off by a clearance and the permitted poses become a polyhedron — bounded exactly when the arrangement is a hold, since an unbounded direction of it would be a ray of the escape cone. So whether a part is held is whether its pose set is finite, the clearance is what gives that set a size, and the two questions have to be settled in that order because no tolerance settles the first.

holding · Restraint Half a tooth, spent three ways. Each bar is one beat of the escape wheel: exactly half a tooth pitch, 6.0° on 30 teeth, whatever the faces are cut like. The dark part is the impulse, which is the only part that does anything to the pendulum; the pale part is the drop, in which nothing is touching anything; the short tail is the lock-in run, in which the arriving tooth drags the wheel backwards as it settles. On the arc with no draw that tail is exactly zero and the budget has two terms. On every other face it is not, and the three still sum to the half pitch to twelve figures — which is the check, since the three are computed from three different contacts.

What a drop cannot be smaller than

Two thirds of an escape wheel's travel is drop, and drop does nothing. The obvious economy is to cut it down, and it cannot be cut down, because every dimension it is made of has a tolerance and a drop smaller than the accumulated error is a tooth that does not clear the pallet it is leaving. The stack is 0.39°, and it barely moves when the tooth count triples.

practice · Tolerance Every joint's lever arm. The thin lines run from the tool to each joint's axis, meeting it square. Their lengths are what a radian of error at each joint costs the tool in metres — not a rule of thumb but the Jacobian column, which is ω × r and therefore that perpendicular exactly. The shortest of them belongs to the joint nearest the work and the longest to the joint furthest from it, which is why an arm's accuracy is decided at the shoulder and its resolution at the wrist.

Where an error at the shoulder ends up

The same angular error at every joint of an arm, and the tool is out by 0.156 mm because of the shoulder, 0.017 mm because of the wrist roll and exactly nothing because of the last joint. The numbers are not properties of the joints. Each one is the distance from the tool to that joint's axis, measurable off the drawing with a ruler.

serial · Tolerance 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 this site does not model.

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 this site does not model.

practice · Clearance A parallelogram at its flat position, exact and built slightly wrong. Left, a parallelogram with ground 3, cranks 2 and coupler 3 lying flat, where its two assemblies meet; faintly, the two ways it can go on, drawn at 30°. Middle, the same linkage with its coupler 0.05 too long, drawn at the closest it can come to the flat position: 7.49° away on either side, so the input's circle is thick where the input can go and red across the 15.0° it can never enter. Right, the input crank 0.05 too short, at the flat position: its two assemblies put the output crank 43.76° apart, and they do not meet at any input angle.

A parallelogram a micron wrong

A parallelogram linkage sits exactly where two kinds of four-bar meet, so a parallelogram that has actually been made is always one of four other machines. Make one bar a micron wrong on a 300 mm frame and the input stops a tenth of a degree short of lying flat, or the output turns round there with an acceleration that grows as one over the square root of the error. A third bar turns the square root back into a misfit of one micron.

constraint · Mobility 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, and this site can compute the sensitivity and not the answer.

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 Whether the part goes in is one inequality. Two of the four contacts are moved and the other two left where the drawing says; the horizontal and vertical axes are those two errors, inward positive. The shaded region is where the part still goes in and the unshaded region is where it does not fit at all — not fits badly, not is located wrongly: there is no position and no orientation the part can take. The boundary is the straight line 0.250·e₁ + 0.250·e₂ = 0, whose coefficients are the shares from the previous figure. Four probe points are marked, each checked twice — once by the inequality and once by a linear program that looks for a pose and reports the program infeasible when there is none — and the two agree at every one. A hold turns a set of tolerances into a single condition, and the weights in it are what say which contact is worth making accurately.

Which contact to make accurately

A hold turns a set of contact tolerances into one linear inequality, and the weights in it are the coefficients of the combination that cancels — a quarter each on a square held by four, and 0.144 to 0.424 on a hexagon held by five. Above that line the part goes in and below it there is no pose it can take at all: not badly located, not out of position, no fit.

holding · Tolerance A variator that spans under four to one, driving a machine that spans everything. The whole machine's ratio against the variator's own, for an engine split between a variator and a straight path and summed by a planetary with 50 sun teeth and 70 ring teeth. The variator's travel runs from 0.544 to 2.045, a span of 3.76 to one, and the output's ratio is (1 + K) / (K − v) with K = 1.4: a hyperbola with a pole at v = 1.4. Left of the pole the output turns one way, right of it the other, and the vertical scale is cut at ±12 because nothing else would fit. The measured extremes over the travel are 2.80 and -3.72, and between them the ratio passes through every value there is.

A bounded ratio made unbounded

Split an engine between a variator and a straight path and add the two with a planetary, and a variator that spans 3.76 to one becomes a machine whose ratio passes through infinity. The setting at which the output stands still is the planetary's own tooth ratio and nothing the belt does moves it. The price is a sensitivity that grows as the reciprocal square of the distance to that setting, and the variator's one and a half per cent becomes a hundred and ten before the setting is reached.

transmission · Transmission The gap is a straight line in the width. Three machines, four widths each, every width a fraction of that machine's own limit. Each set of points is collinear to the last bit of a double — the slopes wander by less than 10⁻¹³ across the range — because a feature-to-feature distance is linear in the corners of the two bodies and a bar's corners are linear in its width. The slope reads the contact: Chebyshev's linkage at -2.692, a crank rocker with a post at -1.350, a crank passing a stud at -1.350. A bar's boss grows 1.35 times as fast as its side, so −1.35 is a boss against something that is not growing and −2.70 is boss against boss. Extending each line to zero gives the widest link the machine will take, and the bisection that finds it the hard way agrees — 0.30113 against 0.30112, inside the bisection's own residual.

The gap is a straight line in the metal

Thickening every link by the same amount subtracts the same amount from every clearance, exactly, and moves the angle at which the worst one occurs by nothing at all. So a whole swept check can be done once on bars of any width and every other width read off by subtraction — until the closest pair changes hands, and never past zero.

bodies · Body What a belt ratio's tolerance is made of. The three ways a variator's ratio can be wrong when the parts are wrong, at a nominal ratio of 1.848: a belt 0.3% long, a centre distance 0.2 mm out, and a sheave 0.15 mm from where it was commanded. Worst case they add to 2.98% and combined in quadrature they are 2.04% — the two conventions the practice field already argues about. The last row is a gear train's ratio under the same treatment, and it is empty: there is no length in a tooth count for a tolerance to be on.

The ratio that has a tolerance

Every dimension in this collection has been given a range at some point, and the ratios never were, because a gear ratio is a count and a count has no tolerance. A belt ratio is a quotient of two solved lengths, so every length in the mechanism is in it — and the amplification from belt length to ratio runs from 2.7 to 6.4 across the travel, which puts a whole per cent on a mechanism whose gearbox equivalent has none at all.

practice · Tolerance What each machine is sold with. Every mechanism in this field arrives with a number. The middle column is that number; the right-hand column is what the mechanism was measured to have, by the library named under the row. The coloured bar and the word under each machine are the verdict: exact means the mechanism has the number at every position, mean that it is the average of something that varies within every cycle, bounded that it is false by a stated and negligible amount, point that it is the value at one position, and quoted that the mechanism has no such quantity at all. The lit row is the one this essay is about. Of the 14 rows, 6 are quoted and 3 are exact.

Which numbers survived

Fourteen machines were measured against the numbers they are sold with. Three survived exactly, and all three are counts. One is false by a stated bound, two are exact means of things that vary, three are honest values at a stated position, and six name quantities their mechanisms do not have. The pattern is not about honesty; it is about what kind of thing a number is.

applied · Misconception The two circuits at a flat position, and the play that joins them. The input and output angles of a parallelogram whose input is short by 1e-3, near the flat position where the exact parallelogram's two motions would cross. With no play the linkage's configurations are two curves, an upper and a lower, 0.1095 radians apart in output angle at the flat input angle — the square root of the error, not the error. Each shaded band is what a radial play of a stated fraction of the error makes reachable, and the innermost boundary is the play-free pair. At a play equal to the error the bands meet and the linkage can pass from one circuit to the other.

A length error is undone by its own size

A parallelogram built a thousandth wrong loses its change point, and the two motions it could have chosen between end up a tenth of a radian apart — the square root of the error rather than the error. The radial play that joins them again is a thousandth exactly: not of that order, that number. It is the same number a third crank charges the same linkage in misfit, and no pin is worth more of it than any other.

constraint · Mobility Sliding the variator's travel across the pole. The variator of the power split — travel 0.544 to 2.045 — geared by a fixed ratio k ahead of a planetary with K = 1.4, so the planetary sees k times the variator's ratio. At each k the travel is trimmed wherever the output's ratio is uncertain by more than 10%, and what is left gives a forward span and a reverse span. Solid lines use the variator's own tolerance, which grows from 0.98% at one end of its travel to 2.24% at the other; dashed lines use one tolerance of 1.6% everywhere. With one tolerance the forward span peaks sharply, at 5.59 where the travel's top meets the trim, and falls as the pole moves into the travel. With the variator's own it peaks at 4.81 at k = 1.00 and stays within a tenth of that from k = 0.6 to 1.2, while the reverse span climbs from one, meeting the forward span at k = 1.26.

Sliding the travel across the pole

A power split's ratio has a pole the variator's own tolerance makes unusable, so the question is where to put the variator's travel relative to it. With a tolerance that is one number, the best forward span comes where the travel's top just meets the trim — 1 + τ(1 − r)/p, with no gearset in it. With the variator's real tolerance, which grows along its travel, that peak flattens into a plateau: the pole can be moved well inside the travel, buying reverse, for under a tenth of the forward span.

transmission · Transmission The square a robot thinks it drove, and the two it drove. A differential drive with wheels one per cent apart in radius, sent round a four-metre square twice — once clockwise and once anticlockwise. What it believes is the square; what it did closes 1.60 m out one way and 1.40 m out the other, and the errors point different ways. A wrong track width instead gives 0.177 m and 0.177 m — the same both ways round. That difference is why the test is run in both directions: one run cannot tell the two errors apart and two runs can.

The error that is an integral

A tolerance on a link length moves an output by a bounded amount. A tolerance on a wheel radius moves a vehicle by an amount that grows with how far it has driven: one per cent of mismatch between two wheels bends a commanded straight line onto a 30 m radius, and a four-metre square comes back 1.60 m from where the machine thinks it is.

practice · Tolerance What each branch carries, against what the engine delivers. The power in the variator's branch and in the straight path, as multiples of the engine's own, for a planetary of K = 1.40. Both are ratios of powers, so the load cancels and nothing here is a force: the split comes from requiring the gearset to be lossless at every admissible set of speeds, which fixes the torques at 1 : K : −(1+K). The variator carries v/(K − v) and the straight path K/(K − v), and both run away at the pole. The variator first carries the engine's whole power at v = 0.700, which is exactly half the way to the pole — and the straight path is already carrying more than the engine everywhere past nought, flowing the other way through the planetary. That excess is the circulation.

The power that goes round twice

Sliding a power split's travel towards its pole buys ratio span for nothing, on the kinematics. It is not for nothing. The variator's own branch carries v/(K−v) of the engine's power and overtakes it at exactly half the way to the pole, and the tolerance trim the span was computed from is not reached until the variator is rated for six times the engine — which no machine is.

transmission · Transmission The same links and pins, and between 12 and 15 link lengths in the stack-up. Every closed loop in a mechanism is one equation a tolerance analysis has to satisfy, and the equation involves every link the loop passes through. All 16 chains here have the same number of independent loops — 3, which is pins minus links plus one and is fixed by the two totals — but not the same shortest set of them. The bars are the total length of a minimum cycle basis, and they run from 12 to 15. So the smallest number of link dimensions that any stack-up on this mechanism can involve is decided by the graph, before a single dimension has been chosen, and two topologies a count cannot tell apart differ by 3 of them.

Where the shortest loops are

A tolerance stack-up goes round a loop, and every link the loop passes through is a dimension in it. Two eight-link chains with the same links, the same pins and the same number of loops can need twelve link lengths in their shortest independent set or fifteen — decided by the graph, before any dimension is chosen.

practice · Tolerance Where the two analyses cross. The band on the output angle at a crank angle of 57°, with every hole on every part given a position error of 0.010, against how much of that error each pair of holes shares. The flat line is what an analysis on the four lengths gives, which is the same number whatever the answer to that question. They cross at 0.53 and nowhere else: below it the lengths-only answer is optimistic, reaching 1.414× at holes located independently, and above it pessimistic, reaching zero when the error is entirely common and the distance between two holes is perfect however badly the pair is placed. The crossing is at one half because two holes contribute √2 and the surviving fraction is √(1 − shared).

Where the two analyses cross

Tolerance the lengths and you get one number whatever the shop does. Tolerance the holes and you get a curve, running from 1.414 times that number when nothing is shared to zero when everything is. They meet at a shared fraction of exactly one half, and the crossing does not depend on the machine, the tolerance or which length is being asked about.

metrology · Parameter One bar made 0.0001 too long, one bar at a time. Every bar of the machine compiled from a lemniscate lengthened by 0.0001 in turn, the machine re-solved, and the polynomial read at the tracing point. It is no longer zero anywhere. The worst bar takes it to 9.1e-3 — an amplification of 91 — and the median bar to 2.8e-4. The bars that matter are the reflectors, which are the cheapest part of the machine; the translators, which are most of it, barely move the answer at all. Size and fragility live in different parts.

Exactness a micron destroys

Lengthen one bar of a compiled machine by a ten-thousandth and its tracing point leaves the curve. On the smallest machine the error comes out smaller than it went in; on a fifty-bar one it comes out ninety times larger — and the bars that matter are the reflectors, which are the cheapest part of the machine.

practice · Tolerance Which feature to hold tight. A budget of 0.020 divided between the four lengths in inverse proportion to their sensitivities, and the same budget divided between the features those lengths are derived from — a frame jig-bored in one setup at 0.90 shared, a crank drilled twice at 0.10, a coupler at 0.60 and a rocker at 0.30. The tightest tolerance moves from b to a. And the null result matters as much: with one process for the whole machine the two allocations are identical to the last digit, because the transmission factor is then common and divides out. Feature-based tolerancing changes the answer when the parts are made differently and not merely when they are made.

Which feature to hold tight

A budget divided between four lengths in inverse proportion to their sensitivities gives one answer. The same budget divided between the features those lengths are derived from gives the same answer exactly — unless the parts are made differently, in which case the tightest tolerance moves from the rocker to the crank and the frame's loosens by a factor of two.

metrology · Parameter A clearance that has a sign, over a tolerance box. The same machine at each of the sixteen corners of a ±0.02 band on its four lengths, with the smallest gap over a whole drive computed at each. The nominal machine clears by 0.1041; the worst corner clears by 0.0763 and the best by 0.1321, a band 0.0558 wide from a tolerance of 0.02 on each length. Every other quantity computed from the lengths becomes an interval when the lengths do. This one has a sign, and an interval that reaches zero is not a wider answer to the same question — it is a different answer, because on that side of it the parts do not go together. 24 random draws inside the box beat no corner, which is the check that the extremes are where they are assumed to be.

A clearance inside a tolerance box

Every quantity derived from the lengths becomes an interval when the lengths become ranges. This one has a sign, and an interval that reaches zero is not a wider answer to the same question — it is a different answer, because on that side of it the parts do not go together.

practice · Tolerance

Named alongside it

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

ToleranceConstraintJacobianWorst caseClearanceFour-barDerivativeStack-upAllocationDead centreEpicyclicRank

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