The collection

Every essay

One idea per essay, ordered so that the earlier ones set up the later ones — but nothing here depends on being read in sequence.

What can move

Before a mechanism does anything it must be able to. Mobility is countable, and the count can be wrong — which is how some of the most useful mechanisms ever built were nearly ruled out.

Linkages

Four bars and four pins is the smallest interesting machine there is. Everything about which link turns, how hard it pushes and where it jams follows from the four lengths.

ABO₂O₄crank (input)couplerrocker (output)crank rocker · residual 0.0e+0positioned by solving, not by drawing

Four bars and four pins

The smallest interesting machine there is. Four lengths decide everything about it — which link can turn all the way round, how hard it pushes, where it stops and whether it can be assembled at all — and every one of those is a number that falls out of a solve rather than a judgement about a drawing.

7 figures
fraction of the input rotation that assemblescrank rocker180/180predicted: full turndouble crank180/180predicted: full turndouble rocker32/180predicted: rocksnon-Grashof (triple rocker)137/180predicted: rocksprediction from the four lengths · measurement from 180 solvesthey agree, and the build requires it

Grashof, predicted and then swept

Add the shortest link to the longest. If the total does not exceed the other two, some link can turn a full revolution. It is a sentence about four numbers, it was published in 1883, and it is the kind of claim this site refuses to print without measuring — so every linkage here is also asked for all 360 positions and required to agree.

6 figures
0501001500100200300crank angle (degrees)transmission angle μ (degrees)40° design limitground 4, crank 1, coupler 3.5, rocker 3μ from 54.3° to 100.3°

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.

6 figures
Astroke = 2.000 = 2 × crankpositioned by solving, not by drawing

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.

7 figures

The paths points trace

A point on a coupler draws a curve of degree six. Choosing the linkage that draws the curve you want is the oldest hard problem in the subject, and straight lines were the hardest of all.

Teeth

A gear tooth is not a shape somebody liked. It is the curve that keeps the velocity ratio constant while the contact point slides, and there is essentially only one answer.

the traced pointtangencybase circle r = 9.4020 teeth, module 1, 20° pressure anglenormal meets the base circle to 2.3e-5

Why a tooth is an involute

A gear tooth is not a shape anybody chose for its looks. It is what one requirement forces — that the ratio of the two shafts' speeds stays exactly constant while the contact point slides along the flank. Impose that and the curve is essentially determined.

6 figures
pitch pointline of actionmodule 1, 20° pressure angle, centre distance 26contact ratio 1.612

What happens in a mesh

Contact between two gear teeth happens only along one straight line, and only over part of it. How much of that line lies between the two tip circles, divided by the base pitch, is the contact ratio — and if it drops below one the drive periodically stops being driven.

6 figures
10 teethundercut14 teethundercut17 teethundercut18 teethclean24 teethcleanred: the root circle has risen above the base circlethreshold N = 2/sin²α = 17.097

Undercutting, and the seventeen-tooth rule

Below a certain tooth count a standard cutter eats into the flank it is supposed to be forming. The count is quoted as seventeen. The formula gives 17.097, which means seventeen undercuts slightly and eighteen is the smallest that does not — the rounding went the convenient way.

5 figures
ringsunhold the ringsun in, carrier out4.000 : 1same directionhold the carriersun in, ring out−3.000 : 1output reverseshold the sunring in, carrier out1.333 : 1same directionWillis: (ω_s − ω_c)/(ω_r − ω_c) = −72/24both derivations agree, and the build requires it

Epicyclic ratios, two ways

An epicyclic train has three shafts and one equation relating them, so fixing any one gives a different ratio from the same gears. The sign errors are notorious, so this site computes every ratio by Willis's equation and by the tabular method and requires them to agree.

6 figures

Prescribed motion

A linkage gives the motion its geometry allows. A cam gives the motion you asked for — and the cost is paid in accelerations you did not ask for.

Drawn wrongly

The mechanisms that are illustrated confidently and incorrectly, the ratios quoted from the wrong formula, and the pictures that would not move if they were built.