Machine Kinematics
solved, then drawn
Concept

Two-degree of freedom — where it appears

A mechanism needing two numbers to fix its configuration, so that one driven shaft leaves its output undetermined. It is the property that makes a differential a differential: knowing one output says nothing about the other, because the input constrains only their mean.

Named by 7 essays across 3 fields — each of them below, with the objects they name alongside it.

A rolling wheel, where it was driven to. The mechanism at a configuration nothing wrote down: it was reached by integrating permitted velocities from the start of the trail, and there is no equation here whose root it is. The barred line at each wheel is the direction that wheel forbids — the subject of the whole field, and the one thing a photograph of a car cannot show. The constraint residual along the drawn history is 0.0e+0.

A constraint that takes nothing away

A rolling wheel forbids one direction of motion and removes no coordinate from the mechanism's description. It cannot slide sideways and it can still be brought to any position at any heading — and the gap between those two sentences is the whole of this field, because in every mechanism built of pins and slides the two agree.

rolling · Rolling A bevel differential, turning. cage in, hold left, with every member's speed taken from the train's null space and every angular position that speed integrated. The teeth are marked at the pitch points rather than cut as involutes — the flank is the teeth field's subject — but the count is the tooth count and the positions are the solved ones, so what turns and how fast is real. Drag it and watch which way each member goes: left 0.000 · right 2.000 · cage 1.000.

Two inputs and one output

Every mechanism in this collection so far has had one input, and its output has been a function of that input. A differential does not. Its cage turns at the mean of two wheels, so knowing one of them tells you nothing at all about where the third shaft is going — and that is not a complication of the mechanism, it is a different kind of object.

transmission · Transmission A simple planetary, as a graph. Members are vertices and meshes are edges. Each edge carries the two tooth counts and the body the two axes are stationary in — its carrier — and that third label is the whole of what makes an epicyclic different from an ordinary train. Write the mesh relation relative to the carrier and one formula covers both: an ordinary train is the case where every carrier is the frame. This train has 2 meshes across 5 members and 2 freedoms.

A ratio is a null space

Write a gear train as a graph — bodies for vertices, meshes for edges, and on every edge the body the two axes are stationary in — and one formula covers a countershaft gearbox, a planetary, a harmonic drive and a car's differential. The ratio is the null space of a matrix whose entries are tooth counts, so it comes out as a fraction and not as a number that is nearly one.

transmission · Transmission The lever of a simple planetary. Each member sits at a position on the lever fixed by the tooth counts alone, and its speed is the height of one straight line over that position. The line here is drawn through sun and ring; every other member is plotted where the train's null space puts it, and lands on the line exactly — the residual is zero in rationals, and 2.2e-16 once the coordinates have been rounded to doubles for the drawing. Where the line crosses the axis is the member that is standing still, and that is what a brake does: it pins the line to the axis at one position and leaves it free to pivot there. The planets are on the lever too, off the end of it, which is where they belong — they are members of the train and are not shafts anybody can reach.

The lever that is the gearset

The lever diagram of an epicyclic is usually offered as a mnemonic. It is exact, and the reason is a fact about the null space: a gearset whose frame carries no teeth can turn as a block, and that one motion supplies the coordinate every member is plotted at. Where the line crosses the axis is the member standing still, and the ordering of the members on the lever settles which gears are reductions and which run backwards, without a formula anywhere.

transmission · Transmission What a Simpson gearset can be made to do. Every distinct ratio the gearset offers, as a reduction. Each one is the same mechanism with one more constraint imposed — a brake holding a member to the case or a clutch locking two members together — and the input is a choice as well, which is why a four-speed needs an input clutch rather than four brakes. The shaded rows are the 4 a real transmission on this gearset is sold with; the rest are ratios the mechanism has and the gearbox does not buy the elements to reach. Every value is exact: the reductions are ratios of integers and are printed as such.

Holding a member chooses the ratio

A gearset offers a plane of motions and a shift element is one linear condition, so a gear is a line in that plane. Enumerate every brake and every clutch and a Ravigneaux's twenty-seven combinations collapse to seven ratios — eighteen of them being the same gear, because locking any two members at all locks the whole gearset solid. Neutral is not one of the seven, because neutral is not a gear.

transmission · Transmission A bevel differential, turning. cage in, hold left, with every member's speed taken from the train's null space and every angular position that speed integrated. The teeth are marked at the pitch points rather than cut as involutes — the flank is the teeth field's subject — but the count is the tooth count and the positions are the solved ones, so what turns and how fast is real. Drag it and watch which way each member goes: left 0.000 · right 2.000 · cage 1.000.

One wheel on ice

A differential with one wheel stopped turns the other at exactly twice the cage, and the relation it imposes is satisfied the whole time — nothing has failed, nothing is confused, and the reason the car does not move is not in this site. What is here is the other half: a locked axle is an overconstrained mechanism, and the sliding it produces is 2π times the track per circle driven, whatever the radius.

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

Named alongside it

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

MobilityTransmission relationEpicyclicNull spaceVelocity ratioRolling constraintCarrierDifferentialExact arithmeticShift elementWillis equationAccumulation

All concepts