Machine Kinematics
solved, then drawn
Concept

Twist — where it appears

A rigid body's instantaneous motion written as six numbers — an angular velocity and a linear one — which is a screw. Writing motions and forces in the same form is what makes reciprocity a single condition.

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 collection 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 Seven arrangements, one routine, and the two that hold. Every row is the same three steps: write down one row per contact — the moment of its normal about the origin, then the normal itself — take the convex hull of those rows, and ask whether the origin is inside it. The parts differ, the numbers of contacts differ, and the routine does not. Two of the seven hold. The other five leave the part something, and the interesting column is what: four rays of rotation for the pinwheel, a translation straight out of the vee, and for the last two a whole line rather than any number of rays, which is what a rank below three means and is the case a reader has to be warned about. Note that the four contacts of the second row are the four of the first row, on the same four edges of the same square, at the same distance along each. positioned by solving, not by drawing.

A constraint that only pushes

Every constraint in these essays so far has been an equation: a pin holds two points together, a bar holds two apart, a mesh holds a ratio. A part resting against another part says only *do not come closer* — so what it may do is a cone rather than a subspace, and whether it can move at all stops being a rank.

holding · Restraint 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 What one contact forbids, drawn as a place. A single contact on one edge of a square, and the whole plane coloured by what it permits. A rotation about a point is a twist, and a twist is permitted when it does not drive the part into the obstacle; because a rotation about (x, y) is affine in the point, the condition is a half-plane and the boundary is a straight line — the line through the contact along its own surface. On one side of it only anticlockwise rotations are permitted, on the other only clockwise, and the two together are the whole plane bar the line itself. So one contact rules out exactly half of what the part could do and leaves the other half untouched, which is why the count of contacts a hold needs is one more than the dimension rather than equal to it: the first 1 of them cannot leave nothing over. The picture is exact — the regions are clipped polygons, not a sampled grid.

What one contact forbids

A rotation about a point is a twist, and a twist is affine in the point — so what a single contact permits is a half-plane of centres, with the boundary being the contact surface's own line. Reuleaux drew it in 1875 and it is exact rather than sampled, which is why every figure in this field is a picture of the plane rather than of a cone.

holding · Restraint 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 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 long-standing function that every spatial loop in these essays had been using.

serial · Serial How often a set of screws is a group. Take a subspace of the twists at random and ask whether it is closed under the Lie bracket — whether doing two of its motions in one order and undoing them in the other leaves you inside it. Every one-dimensional subspace is, trivially and importantly: a single screw always generates a one-parameter subgroup, which is the same statement as every screw is a joint somebody could build. Above one dimension, not one of eighty thousand is a group, and every one of them generates the whole of the rigid displacements at the first bracket. So a mechanism whose motion lies inside a proper subgroup is not merely unusual; it is a coincidence of measure zero — and it is the coincidence every planar mechanism, every spherical one and every Sarrus linkage on this site is built on.

Almost nothing is a group

Eighty thousand subspaces of the twists were drawn at random and closed under the Lie bracket. Above one dimension, not one of them was already closed, and every single one generated the whole of the rigid displacements at the first bracket. Two pins with parallel axes close at three; move one axis a hair and they close at six.

pairs · Pair 4 contacts, and the centres they still allow. The same four, placed pinwheel. The same square, the same four edges, the same distance along each — and taken the same way round rather than alternately. Every row's moment then has the same sign, so no positive combination can cancel it, and the part turns. Each contact contributes one half-plane of permitted centres per sense, and the shaded regions are what survives all 4 of them: the darker one is where an anticlockwise rotation is still permitted and the lighter one where a clockwise one is. What is left is the escape, and it is a region rather than a direction: any point inside it will do as a centre. The enumeration finds 4 extreme rays, of which 4 are rotations and the rest are translations — the corners of the region and its unbounded directions respectively. positioned by solving, not by drawing.

The escape is a place

A part that is not held escapes, and the useful thing is not that it escapes but where. The extreme rays of the cone are the corners of a region of the plane and its unbounded directions are translations — so the answer to 'this does not hold' is a picture with a shape, and the shape says where the next contact has to go.

holding · Restraint 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 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 How many dimensions each chain's displacements occupy. Every chain in the field, with the dimension its reached displacements' logarithms occupy. A chain of n joints always has n freedoms; what varies is whether those freedoms compose. Where the bar equals the joint count the motion is inside a group and the group is named; where it reaches six there is no proper group containing the motion, and the two chains that do are the ones whose axes were chosen at random. Nothing about the joints themselves differs — three pins are three pins, and the two rows differ only in where the axes point.

A chain multiplies

An open chain's displacements are the product of its joints' groups, one factor per joint, in order. Sometimes the product is a group — three parallel pins and a slide along them give Schoenflies motion, which is a SCARA arm and is why it has four joints. Usually it is not, and then the chain's poses are a four-parameter set that needs six numbers to describe.

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 in these essays. It is also not a formula, because the number it adds cannot be read off the joint graph.

constraint · 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 How much each set of wheels forbids. Every wheel contributes the same row, and whether it is a constraint or a drive is one factor of sin γ in it — γ being the angle the rollers make with the wheel's own axle. At γ = 0 the row says the body may not move across the wheel and the wheel's speed drops out of the statement; at γ = 45° the row says nothing about the body at all and fixes the wheel's speed instead. The whole difference between a machine that shuffles and one that slides sideways is in that factor.

The wheel that forbids nothing

Every wheel contributes the same row to the same matrix, and whether that row is a constraint on the vehicle or a statement about the wheel's own speed is decided by one factor of sin γ. At γ = 0 the vehicle may not move across the wheel; at 45° the row says nothing about the vehicle at all, and sideways costs exactly what forwards costs — to the last digit, and at no other angle.

rolling · Rolling Every axis through one point. Four wheels on one rigid body, each rolling without sliding. Each turns about some point on its own axle line, and a rigid body has one such point, so every axle line has to pass through it. That is the whole of steering geometry, and it is a rank condition rather than a formula: here the four rows have rank 2 of 3, leaving a one-dimensional family of twists, and the centre they agree on is 12.000 m to the side. The scrub is 3.2e-17 m per metre — zero, to the last digit.

Every axis through one point

Bolt several rolling wheels to one rigid body and they impose one condition between them: every axle line must pass through a single point. The familiar steering formula falls out of it as a consequence rather than being quoted — cot δₒ − cot δᵢ = 0.574074 at a turn of six metres, of eight, of twelve and of twenty, on a track of 1.55 m and a wheelbase of 2.7.

rolling · Rolling Why this measurement is not a derivative. The honest failure mode of the field's instrument, drawn rather than hidden. Every set looks like its own tangent space near the identity — that is what a tangent space is — so a chain sampled over a thousandth of a radian reports the dimension of its velocities, which is the number the screw system already gives. Four pins at random has four joints, and sampled over 10⁻⁹ radians its displacements occupy four dimensions; sampled over two radians they occupy six. The step is at 10⁻⁶, which is where the departure from the tangent space falls below the rank tolerance — so the position of the step is a fact about arithmetic and the two plateaux are facts about the mechanism. A group is a statement about displacements you could compose, and no derivative can make it.

The instrument that is not a derivative

Sample a chain of four random pins over a millionth of a radian and its displacements occupy four dimensions, exactly as a SCARA arm's do. Sample the same chain over two radians and they occupy six. The step is at 10⁻⁶, and where it sits is a fact about arithmetic while the two plateaux are facts about the mechanism.

pairs · Pair Two pins, and what their bracket costs. The bracket, on the smallest case there is. Two revolute joints span a two-dimensional set of twists whichever way they are arranged, and no count in these essays can tell the two arrangements apart. Their brackets can. Two parallel pins bracket to a translation, which was not in the span, and the span closes at three — planar motion, which is the group the pair of them lives in. Two skew pins bracket to something that closes at six: nothing smaller than the whole of the rigid displacements contains them. The defect column is how far the bracket lies outside the original span as a fraction of its own length, and in both cases it is of order one — which is the ordinary case, and is why a mechanism confined to a subgroup is the exception.

One bracket, two subjects

A wheel can be parked sideways because the forbidden direction is the bracket of two permitted ones. A mechanism's motion is a group when the brackets of its permitted twists are already permitted. Same operation, same two plateaux, and the two fields want opposite answers — which is why the two are named for different things here, with each one saying beside itself that the other exists.

rolling · Rolling Oldham's coupling: two slides between two offset shafts. An input hub on one axis and an output hub on a parallel axis 0.6 away, joined by a disc that slides in a slot across the input hub and carries a tongue across the output hub at 90° to the slot. At an input angle of 35° the disc has slid 0.491 along the slot and the output hub -0.344 along the tongue, and the output hub has turned through exactly the input's angle, because neither slide can change an orientation. The disc's centre, the dot, runs round the dashed circle of diameter 0.600 — the offset divided by sin 90° — and goes round it 2 times for each turn of the shafts.

A coupling that only translates

A coupling between two parallel, offset shafts turns its output at exactly the input's speed when, and only when, the relative motion of its two hubs contains no rotation — when it lies in the translation group. Oldham's two slides give that group by construction and so do two equal parallel cranks; a four-bar that is not a parallelogram gives the whole planar group and its output wanders by more than a radian. And Oldham's right angle is not what makes the ratio one: it is what makes the slides slide least.

pairs · Pair Two legs that share a line of force. Two legs of three revolute joints each under one platform, drawn about their common centre: the first leg's joints in one colour and the second's in another. The second leg was built so that each of its joints passes through a point of one line, the dark one, which also crosses all three joints of the first leg — the six marked points, each met to 1e-16. A force along that line does no work on any joint of either leg, so both legs resist it: it is a load path the platform has twice over. The dashed line is what comes with it: the axis of the one twist both legs permit, a screw of pitch -0.049 that passes 0.032 from the shared line at 57.2° to it. Dragging moves the shared line along the first leg's first joint and builds the second leg afresh through each position.

A shared load is a shared motion

Put two legs of three revolute joints under one platform and let them share a line of force, so that both carry the same load. The platform does not merely gain a redundant load path; it gains a motion in the same act, because three constraints and three make six. The motion is a screw about a different line, tied to the shared one by h cos φ = d sin φ on two hundred constructed pairs to 4 × 10⁻¹⁵. Pushed along it, the two legs part as the square of the push: the platform shakes and does not move.

spatial · Spatial A wheel on a rough road, and the path of its centre. A road whose height varies as a sine of 10 mm amplitude and 200 mm wavelength, and a wheel of 150 mm radius rolling along it without slipping. The dashed curve is the path of the wheel's centre; the thick stretches of road are the parts the wheel touches. The road's tightest curve, at the bottom of each dip, has a radius of 101 mm; a wheel smaller than that touches all of it, and a larger one bridges the dips. Over one wavelength this wheel turns through 1.3621 radians, and that times its radius is 204.308 mm — the length of its centre's path, not the road's 204.847 mm and not the 200 mm it has travelled. Dragging changes the wheel.

What a wheel counts on a rough road

An odometer counts a wheel's turns and multiplies by its radius, and on a flat road that is the distance travelled. On a rough road it is not, and it is not the road's length either. It is the length of the path the wheel's centre follows — exactly, because the contact is the wheel's instantaneous centre. A wheel smaller than the road's tightest dip rolls over all of it and counts the road's full length; a larger one bridges the dips, pivots over the crests, and counts less, falling towards the true distance as λ³/24(R + ρ)². On a road 2.4% longer than its wavelength, a 50 mm wheel overcounts by 2.4% and a 2.4 m one by 0.03%.

rolling · Rolling A third leg that keeps the platform's shake. The two legs of the earlier construction — the second built through a line of force of the first, the dark line — share one twist, whose axis is the dashed line: a screw of pitch -0.049. A third leg is drawn in a third colour, built so that its three joints span a family of motions containing that twist: two joints chosen freely and the third solved for. The platform on all three legs keeps its one freedom. The dotted line is the axis of the one wrench the third leg shares with the first: a screw of pitch 0.201, not a line of force, and 0.244 from the pair's shared line. Dragging picks another third leg from the same family.

A third leg that keeps the shake

Two three-joint legs that share a line of force share one twist as well, and a third leg in general position takes it away. A third leg whose own freedom contains that twist does not, and building one is three conditions on twelve numbers: two joints anywhere and the third solved for. Such a leg must share a load with each of the first two — but not the line they share. What it shares with each is a screw with a pitch of its own, reciprocal to the twist through the sum of their two pitches, and only a third leg built through the pair's line shares the line itself. With any of them the platform still shakes rather than moves.

spatial · Spatial Turning one joint about the shared line tunes the shake's first coefficient to nought. Two legs of three revolute joints each under one platform, sharing a line of force, the dark line, that crosses every joint of both — so they share one twist and the platform shakes along it. The second leg's first joint is turned about the shared line by 0°, which keeps it crossing the line and keeps the shared twist. The shake's second-order coefficient, the reciprocal product of the shared wrench with half the difference of the two legs' bracket terms, is 2.62e-2 here. It passes through nought at 36.488° and again at 109.612°; at those turns the platform still shakes, one order higher.

A shake has an order

Two legs of three joints that share a line of force let a platform shake: pushed along the one twist they share, the legs part as the square of the push. The square's coefficient is a bracket of the legs' own joints, computable without pushing at all, and it can be tuned to nought by turning one joint. The shake does not become a motion. It moves up an order, to the cube, and a second tuned joint moves it to the fourth power. Each order is one more condition, and only legs whose freedoms are groups meet them all.

spatial · Spatial A pair moves until its gap reaches what its joints' play can take up. Two legs of three revolute joints each, sharing one twist, pushed along it: the gap left between their nearest poses, along the one wrench they share, for the pair built through the shared line, the pair with one joint tuned and the pair with two. The horizontal line is the gap the six joints' play can take up, 4.52 times a radial play of 10⁻⁶. Each pair travels until its curve meets the line: built through the shared line, 1.31e-2; one joint tuned, 6.63e-2; two joints tuned, 1.39e-1.

A shake travels as a root of the play

Two three-revolute legs that share a twist let their platform shake along it: the gap between their nearest poses grows as the square of the push, or the cube once one joint is tuned, or the fourth power once two are. With play in the joints, the pair moves until that gap uses up what the play can take, and that is a root: the square, cube or fourth root of the play. At a play of a millionth the three pairs travel 0.013, 0.066 and 0.139 along their twist. A tuned joint is worth more the tighter the joints are, five times the travel at a millionth and eleven at a hundred-millionth.

spatial · Spatial Where two coefficients vanish, a curve; where three do, two points. The second leg's three joints each turned about the shared line by ψ₁, ψ₂ and ψ₃. Every point of the curve makes the shake's second- and third-order coefficients nought, σ₂ = σ₃ = 0, found by continuation from the earlier two-joint tuning (black) both ways, over an arc of 7.25 rad, until it reaches configurations where the two legs come close to sharing a second twist (crosses), where every coefficient runs off to infinity. Left: ψ₂ against ψ₁; right: ψ₃ against ψ₁. The curve is drawn in one colour where σ₄ is negative and another where it is positive; it changes sign at the two dots, (106.31°, 140.35°, 24.66°) and (136.39°, 57.24°, 18.34°), where σ₄ is nought too. Marked: 50% of the way along, at (107.0°, 141.4°, 25.2°), where σ₄ is positive.

Three tuned joints stop at the fifth order

Two legs of three revolute joints that share a line of force let their platform shake, and every joint of the second leg turned about that line clears one more order: the square of the push, then the cube, then the fourth power. A third tuned joint was expected to buy the fifth. Read off the two legs' own Taylor series instead of a push test, the set where the second- and third-order coefficients vanish is a curve in the three tuning angles, and the fourth-order coefficient crosses nought on it twice. At both points the gap falls as the fifth power of the push, confirmed independently with slopes of 4.97 and 4.89. The fifth-order coefficient is −0.0042 at one and 0.109 at the other, and with three angles spent there is nothing left to clear it: three tuned joints stop at the fifth order. And a higher order is not always more travel: in a millionth of play the second of them moves less than the fourth-order pair.

spatial · Spatial

Named alongside it

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

ScrewConstraintScrew systemRankDisplacement subgroupLie bracketReciprocal screwPitchPlatformSubalgebraLegRedundant constraint

All concepts