Machine Kinematics
solved, then drawn
Concept

Stroke — where it appears

The travel of a reciprocating output between its two limit positions. It is fixed by the geometry rather than by the drive, and for a slider-crank it is exactly twice the crank length whatever the rod does.

Named by 14 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 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 How straight, over how much of the stroke. The deviation from a straight line, as a fraction of the traced span, against how much of each mechanism's stroke is used. The vertical axis covers fifteen decades. Watt's and Chebyshev's linkages are excellent over a short stroke and degrade as more is used; Peaucellier's sits at the bottom of the plot at every fraction, because it is not an approximation. The gap at full stroke is about fourteen orders of magnitude, and it is the difference between a mechanism that is nearly right and one that is right.

The straight-line problem

Before 1800 a long true flat surface was harder to make than almost anything else, so guiding a piston straight without a slide was worth solving. Watt's answer was an approximation. Measuring how good an approximation, over how much of the stroke, turns out to be a more interesting question than whether it is exact.

curves · Coupler The Sarrus linkage at 0°. Two three-joint chains in perpendicular planes, joining a fixed plate to a moving one. The left chain's three axes are all parallel, so it allows the plate to move in its plane; the right chain's are parallel to a perpendicular direction and allow the plate to move in that one. What both permit is a straight line, and only a straight line. Six revolute joints in a single loop: Kutzbach says 0 degrees of freedom, the screw system has rank 5 and says 1, and the plate rises. Measured over 24 positions, its tilt never exceeds 2.5e-14 radians and it never leaves the axis by more than 6.8e-14 — exact, from pin joints, with no approximation anywhere in it.

Sarrus, and the straight line that is exact

The planar answer to the straight-line problem took two hundred years and arrived as an inversion cell with eight bars. There is a six-bar answer that is also exact, that was published eleven years before Peaucellier's, and that works for a reason with nothing to do with inversion — it leaves the plane.

spatial · Spatial 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 transmission angle through one turn. μ is the angle at B between coupler and rocker, computed from each solved position rather than from a formula. It runs from 54.3° to 100.3° for these lengths. The shaded band is the usual design rule — keep μ between 40° and 140° — and this linkage stays inside it throughout. The rule is about geometry alone: nothing here knows about friction, and a mechanism with a comfortable μ can still be a poor machine.

The transmission angle

The angle at which the coupler meets the rocker decides how much of an applied force becomes useful output torque and how much goes into the bearings. It is pure geometry, it is computed here from every solved position rather than from a formula, and it is the number a linkage is judged by after Grashof has said it turns.

linkages · Fourbar 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 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 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 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 How far the crank turns before the rocker does. With a clearance of 0.01 at each pin, the crank must be turned this far on reversal before the rocker moves at all. Through most of the cycle it is about 2.8°, and at its best 1.44°. At the two positions where the rocker reverses — marked — it is unbounded: the output velocity passes through zero there, so no amount of crank rotation moves the rocker out of its clearance band. The peak in a plot like this is therefore a property of the sampling and not of the mechanism; it reads 402° at 96 samples and grows without limit as the sampling is refined. The number worth quoting is the plateau.

How far the crank turns first

Reverse the input of a four-bar with a hundredth of clearance at each pin and the output does not move for about 2.8° of crank rotation. At the two positions where the rocker reverses it does not move at all, however far the crank is turned — the lost motion is unbounded there, and the peak in any plot of it is a property of the sampling rather than of the mechanism.

practice · Clearance 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 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 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

Named alongside it

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

ConstraintDead centreTransmission angleFour-barJacobianToleranceDerivativeGrashof's conditionRatioSensitivityVelocity ratioAllocation

All concepts