Machine Kinematics
solved, then drawn
Concept

Slider-crank — where it appears

A four-bar with one pin joint replaced by a slide, which is the mechanism in every reciprocating engine. Its piston motion is not harmonic, and the departure is a measurable function of the rod-to-crank ratio.

Named by 11 essays across 6 fields — each of them below, with the objects they name alongside it.

Slider-crank at 50°. Crank 1, connecting rod 3. The slider's travel is 2.0000 — exactly twice the crank throw, which is the one thing about this mechanism that does not depend on the rod length. Everything else does: the rod length decides how far the piston's motion departs from a sine wave, and that departure is the second harmonic every engine balancer has to deal with.

The slider-crank

Replace one pin of a four-bar with a slide and you get the mechanism in every reciprocating engine ever built. Its stroke is exactly twice the crank throw and does not depend on the connecting rod at all. Everything else about the motion depends on the rod, including the part that is always described as a sine wave and is not.

linkages · Fourbar 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 The slider turns round at the dead centre. The slider's position against the crank angle, through the dead centre. The curve has a maximum there — that is what a dead centre is — so the slider retreats on both sides of it, and the latch works because a mechanism resting past the top of this curve has to be pushed back up it before anything can move. Set 4° past, the slider is 71 µm below the peak, and because the curve is quadratic there, doubling the setting quadruples the depth.

Locked on purpose

A toggle clamp, a landing-gear downlock and the catch on a folding table are all the same mechanism parked a few degrees past its dead centre, where the slider's motion is second order in the crank's. Seventy-one microns of slider travel undoes a latch set four degrees over — and setting it eight degrees over does not double that, it quadruples it.

applied · Fourbar Four offset slider-cranks, one from each region the limit leaves. One slider-crank from each region of T₂ = b − a + e and T₃ = b − a − e, with the slide the dashed vertical line a distance e from the crank's pivot and the ground line dashed across. The thick arc round the pivot is where the crank's pin can go and the thick stretch of the slide is where the slider can: crank-rocker + +, crank 1, rod 3.5, offset 0.8, the crank reaching 100% of a turn and the slider between 2.37 and 4.43 on each side of it; double rocker − −, crank 3.5, rod 1.2, offset 0.6, the crank reaching 22% of a turn and the slider between 2.22 and 4.66 on each side of it; 0–π rocker + −, crank 2, rod 2.5, offset 1.6, the crank reaching 65% of a turn and the slider running from −4.21 to 4.21 through the ground line; π–π rocker − +, crank 2, rod 2.5, offset −1.6, the crank reaching 65% of a turn and the slider running from −4.21 to 4.21 through the ground line. These are the four of the eight four-bar kinds in which T₁ is positive.

Four kinds of slider-crank

An offset slider-crank is a four-bar whose output bar and ground have grown without bound, and in that limit the three signed sums that sort four-bars into eight kinds lose one of their signs. Four kinds survive. A census of four thousand finds every slider-crank moving as its region predicts, the textbook condition for a full crank turn turns out to be one region exactly, and each of the four kinds that vanish is carried, at a length that can be written down, into the survivor that shares its other two signs.

linkages · Fourbar How many times each curve passes through the circular points. For each body of five machines, the degree of the curve a point on it draws, from a random complex line, and the number of finite points where that curve meets a line through the circular point I, x + iy = c, and one through J, x − iy = c. The difference is how many times the curve passes through that circular point. Four-bar, crank: degree 2, 1 and 1 finite, circularity 1; four-bar, coupler: degree 6, 3 and 3 finite, circularity 3; four-bar, rocker: degree 2, 1 and 1 finite, circularity 1; Watt six-bar, coupler: degree 6, 3 and 3 finite, circularity 3; Watt six-bar, second coupler: degree 6, 3 and 3 finite, circularity 3; Watt six-bar, output: degree 2, 1 and 1 finite, circularity 1; Stephenson six-bar, coupler: degree 6, 3 and 3 finite, circularity 3; Stephenson six-bar, arm: degree 18, 9 and 9 finite, circularity 9; Stephenson six-bar, output: degree 2, 1 and 1 finite, circularity 1; slider-crank, crank: degree 2, 1 and 1 finite, circularity 1; slider-crank, coupler: degree 4, 3 and 3 finite, circularity 1; elliptic trammel, rod: degree 2, 2 and 2 finite, circularity 0. Every body of the three machines built from pins alone has circularity exactly half its degree; the slider-crank's coupler curve and the trammel's ellipse do not.

Nine times through each circular point

A line through a circular point meets a curve at that point once for every time the curve passes through it, so counting its finite meetings measures how often, with no equation. The Stephenson six-bar's arm curve, degree eighteen, meets such lines in nine finite points: it passes nine times through each circular point. Every curve drawn by a body of a machine built from pins alone does this at exactly half its degree; a slide breaks it.

algebra · Algebra What the valve does, against what the ratio promises. The solved valve lift, and the cam's lift multiplied by the nominal ratio. They are the same curve to the eye and they are not the same curve: the peak is 12.777 mm against a promised 12.842 mm, short by 0.51%. The shortfall is not an error in either number. It is what happens when a ratio measured at one position is applied across a movement, and it is why cam cards and rocker ratios are quoted together.

The cam is not the valve

A rocker arm's ratio is the ratio of two moment arms measured at one position, and the rocker swings twelve degrees while the valve opens. The instantaneous ratio runs 1.588 to 1.605, so the peak valve lift is 12.78 mm where the number on the box promises 12.84 — and the shortfall depends on how the rocker was set up, not on the cam.

applied · Cam slider crank: the closest pair at one position. Crank 1, connecting rod 3, the block sliding on the frame's own line. Every joint is where the solver put it, exactly as in the linkage field; the material is the only thing added. The heavy segment joins the two closest points over every pair of parts that is tested — which excludes pairs sharing a pin, since their material surrounds that pin by construction — and its length is the gap: -0.1400 here, between rod · guide, upper. A negative value is a penetration depth, the distance the pair would have to be moved apart, and it is drawn in the warning colour.

The block in the guide has a length

A prismatic pair is a point constrained to a line, and a point on a line of length G has a stroke of G. A block of length ℓ has a stroke of G − ℓ, because both its ends have to stay on the rails — so a guide is as long as the stroke plus the block, and a third of a short one is not stroke at all.

pairs · Pair 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 The body points whose three images are in a line. The three prescribed poses, faint, and a curve through them. At every point of a 110×110 grid over the moving body, the point is placed in all three poses and the signed height of its image triangle is measured; the curve is where that length is zero. Those are the points whose three images lie on a line, so the dyad they want is a slide rather than a crank. The curve is a circle. Refined onto the contour, its points lie on the circle through the three image poles to 2e-15, where the pole triangle's own circle misses them by up to 1.98. Its radius is 8.767, so inside a window three units across it reads as a gentle arc; 2 of the three image poles are in the frame and the third, P₁₃, is 6.8 units away.

Where a pin becomes a slide

Three-position synthesis gives every point of the moving body a fixed pivot, except the points whose three images fall in a line. Those want a slide, and they are not scattered: they lie on one circle, the circle through the three image poles, which a single line of algebra predicts and a contour of a measured length draws to 10⁻¹⁵.

synthesis · Synthesis Six coupler points of one slider-crank: three at other distances from the crank pin, three exactly a rod away. A slider-crank with a crank of 1 and a rod of 3 on a slide through the crank's pivot, drawn at one position with the closed curves six points of its rod trace over both assemblies. A point is given as (u, v) in the rod's own units — u along the rod from the crank pin, v across it. On the left (0.4, 0.5), (−0.3, 0.2), (1.2, −0.6): their distances from the crank pin are 0.64, 0.36, 1.34 rods. On the right (0.6, 0.8), (0, 1), (−0.8, 0.6), each exactly one rod from the crank pin, as far as the slider pin is. All six are quartics, all six are bounded — no real branch runs off the page — and nothing in the drawing tells the two panels apart. The difference is at infinity.

Where a slide puts the rest of the degree

A slider-crank's connecting rod draws a quartic that passes once through each circular point, which leaves two of its four meetings with the line at infinity unaccounted for. They are not along the slide. A point u along the rod and v across it sends them to the complex slopes [2v ± i(1 − u² − v²)] / [(1 + u)² + v²], whatever the crank, rod or offset — confirmed by slicing and by the fitted equation — and they are real only for points exactly a rod's length from the crank pin, where they merge into one direction at half the point's angle.

algebra · Algebra Watt chain with 1 slide: 3 chains, 11 mechanisms. The same 6 links and 7 joints with 1 of the joints made a slide instead of a pin, drawn as a block astride the line. There are 7 ways to choose the joint, and the chain's 4 symmetries fold them into 3 that are genuinely different: with the slide at 0–3, 2 mechanisms; with the slide at 0–1, 6 mechanisms; with the slide at 1–2, 3 mechanisms. The mechanism count is the number of orbits of a held link and the slide set together, so a slide breaks symmetry the pin-only chain had, and links that gave one machine between them give two. The pin-only chain gave 2; one slide gives 11.

A slide turns nothing

Make one joint of a chain a slide instead of a pin and the graph has a second decision in it before any length exists. The symmetries that counted mechanisms count these too — Watt's chain with one slide is three chains and eleven machines — and two facts read off the graph say which placements still work: a loop of slides alone is freer than the count, and a pin in a group of links the slides hold at one orientation cannot turn. Across 102 placements on the three smallest chains, both agree with the rank of the constraint Jacobian.

topology · Topology

Named alongside it

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

ConstraintGrashof's conditionInversionKinematic chainKinematic inversionPrismaticStrokeCircuitCircular pointsClassificationDegreeDerivative

All concepts