Machine Kinematics
solved, then drawn
Series

Cam — the series

17 essays on one idea, from the one that introduces it to the one that assumes the rest.
  1. A cycloidal cam at 60°. A 20-unit rise over 120°, a dwell, a return and a dwell. The dashed curve is the pitch curve — where the roller's centre travels — and the solid one is the surface that has to be cut, which is the pitch curve offset inward by the roller radius along its own normal. The pressure angle at this instant is 25.5°: the angle between the follower's direction of travel and the normal to the surface, and the number that decides whether the follower jams in its guide rather than sliding.

    Prescribing motion

    A linkage gives the motion its geometry allows. A cam gives the motion it was asked for, which sounds like an improvement and is a trade — the displacement becomes free and the derivatives stop being.

    part 1 · cams
  2. The same rise, three ways. A 20-unit rise over 120°, then a dwell. Above, the displacement — all three do the same job and are hard to tell apart. Below, the acceleration, differentiated from those same curves. Constant acceleration peaks lowest at 5.556e-3 per degree² and arrives at the dwell with a step; cycloidal peaks highest at 8.727e-3 and arrives at zero. The smoothest law has the largest peak, which is the trade the whole of cam design turns on and which the displacement plot gives no hint of.

    The law that costs least is not the smoothest

    Constant acceleration gives the lowest peak acceleration of any motion law and an impulsive jerk. Cycloidal motion has finite jerk everywhere and a peak acceleration 57% higher. The trade is real, it is measurable, and the displacement curves that everyone plots give no hint of it.

    part 2 · cams
  3. A 6-slot Geneva wheel. The driving pin enters a radial slot, carries the wheel through 60°, and leaves. The centre distance is not free: it must be crank ÷ sin(180°/6) = 60.00 so that the pin enters along the slot, with the crank and slot perpendicular. That is the mechanism's one design requirement and it is what makes the driven wheel start and stop from rest — measured here at 1.5e-3 against a peak of 1.000. What it does not fix is the acceleration, which peaks at 1.35 and is why film sprocket holes tear.

    Stopping thirty times a second

    A Geneva wheel turns continuous rotation into steps, and its one design requirement is that the pin enters the slot along the slot so the driven wheel starts and stops from rest. That fixes every dimension from the slot count. What it does not fix is the acceleration, which is why film sprocket holes tear.

    part 2 · cams
  4. A 34-unit roller on a 20-unit base: the cam cannot be made. The outer curve is the pitch curve — where the roller's centre has to go, which is just the base radius plus the follower's displacement, plotted in polar coordinates. The inner curve is what has to be cut: the pitch curve offset inward by the roller's radius along its own normal. Where the pitch curve bends more tightly than the roller is wide, that offset crosses itself, and the metal the profile needs has already been removed. The tightest radius of curvature here is 19.43 at 85°, against a roller of 34 — so the cam is undercut by 14.57 and no amount of care in manufacture recovers it. The pressure angle, meanwhile, peaks at a perfectly comfortable 21.2°: this cam fails a test it never looked like failing.

    The cam that cannot be cut

    A cam has to be big enough for two reasons, and they are not the same reason. One is that the follower will jam in its guide if the pressure angle is steep. The other is that the roller will gouge the profile if the curvature is tight — and there is a combination where the pressure angle is comfortable and the cam still cannot be manufactured at all.

    part 3 · cams
  5. 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.

    part 4 · applied
  6. Where the pad touches, and the rule that fixes it. The contact point's travel across the valve tip through one cam event, for a rocker squared up with the valve shut and for the same rocker squared up at mid-lift. The first wipes 1.35 mm and the second 0.34 mm — a factor of 4.0 for a shim under a stud. The rule an engine builder is taught is that the geometry is symmetric about wherever it is set square, so setting it square at rest puts the entire lift on one side of the symmetry. It is folklore that turns out to be geometry, and the same shim brings the peak lift back to 12.84 mm against 12.78.

    Where the pad touches

    A rocker's pad slides 1.35 mm across the valve tip through one cam event when the geometry is squared up with the valve shut, and 0.34 mm when it is squared up at mid-lift. The engine builder's rule about shimming a rocker stud is folklore that turns out to be geometry, and the same shim brings the peak lift back to what the ratio promised.

    part 5 · applied
  7. A cam profile is an envelope, and its curvature obeys the same law. The dashed curve is the pitch curve — where the roller's centre travels — and the solid one is the surface that has to be cut, which is the pitch curve offset inward by the roller radius. That offset is the conjugate law of this field with one centre of curvature sent to infinity, and it says ρ_cut = ρ_pitch − r. Measured off the drawn polyline at six angles, the worst departure is 4.8e-7: at 95° the pitch curve has radius 29.52 and the cut profile 21.52, against 21.52 predicted. It is also why undercutting is a curvature condition rather than an accident: where ρ_pitch falls below the roller radius the offset turns itself inside out.

    A profile is an envelope

    A cam's surface is not a curve somebody drew. It is the envelope of the roller as the roller runs round the pitch curve, and its curvature is the pitch curve's less the roller radius — a law that this site's cam library was breaking for six months, in the one curve that gets manufactured and the only one no check looked at.

    part 6 · cams
  8. A cam is the envelope of a roller. The follower's roller drawn in the cam's frame at 15 angles of the cam: the roller slides in a straight guide and the cam turns under it, so from the cam's point of view the roller travels round it on a path set by the lift law. The cam's surface is the envelope of those circles — the same computation as a rack generating a tooth, with a circle instead of a straight edge and a lift law instead of a rolling condition. The cams field builds the same surface by offsetting the roller-centre path inward by the roller radius, and the two agree to 4.1e-4 mm. positioned by solving, not by drawing.

    A cam is a conjugate pair

    A cam is built by offsetting the path of the follower's centre inward by the roller radius. It can also be built by asking what shape stays in contact with a circle that slides in a stated way — the same computation that cuts a gear tooth — and the two surfaces agree to sixteen millionths of a millimetre.

    part 7 · cams
  9. A flat follower needs a face, and how wide is not a matter of taste. The cam profile the cycloidal programme produces on a base circle of 30, at 70° of rotation, with the follower's face across the top and the contact marked. The contact is not on the follower's axis: it sits at ds/dθ from it, so it wanders sideways as the cam turns and the face has to reach from the most negative value of that to the most positive. Here that is 19.099 — measured off the drawn profile as 19.099, the two routes agreeing to 1.0e-16. A face cut to the lift, or to the base circle, or to whatever looked right, is a face the cam runs off.

    A follower needs a face

    A flat-faced follower does not touch the cam on its own axis. The contact wanders sideways as the cam turns, by exactly ds/dθ, and a face cut to the lift or to the base circle or to whatever looked right is a face the cam runs off.

    part 8 · cams
  10. A roller offset by 5.88, at 42.3° of the rise. The cycloidal programme — rise 20 over 90°, return over 170° — on a prime circle of 40 with a roller of 10, drawn with the follower fixed above and the cam turned anticlockwise to 42.3°. The follower's line of travel is 5.88 to the right of the cam's centre. The contact normal leans 21.81° from that line, which is the pressure angle, and measured off the drawn pitch curve it is 21.81°. At this offset the peak on the rise is 21.81° and on the return 21.81°; centred, they are 27.37° and 15.33°.

    An offset trades the rise for the return

    Moving a roller follower's line of travel off the cam's centre lowers the pressure angle on one stroke by raising it on the other. When the rise and the return are mirror images the best offset is zero. When the cam rises in 90° and returns over 170°, an offset of 5.88 takes the worse stroke from 27.37° to 21.81° by handing the return 6.48° it did not need.

    part 9 · cams
  11. A cycloidal cam at 60°. A 20-unit rise over 120°, a dwell, a return and a dwell. The dashed curve is the pitch curve — where the roller's centre travels — and the solid one is the surface that has to be cut, which is the pitch curve offset inward by the roller radius along its own normal. The pressure angle at this instant is 25.5°: the angle between the follower's direction of travel and the normal to the surface, and the number that decides whether the follower jams in its guide rather than sliding.

    A lift is a size and a law is a shape

    A cam's motion law is a dimensionless function of a dimensionless argument, so everything the cam field says about laws — which has the least acceleration, which has an impulsive jerk, which one costs least — transfers between cams of any size. What does not transfer is anything with the lift or the base circle in it.

    part 10 · cams
  12. A flat face on a base circle of 30, where the profile bends tightest. The cycloidal programme — rise 10 over 120°, return over 120° — cut for a flat-faced follower on a base circle of 30, turned to 212.4°, where the profile's radius of curvature is smallest. The contact sits −5.37 from the follower's axis, which is ds/dθ, and the dashed circle is the one that fits the profile there: R₀ + s + s″ = 24.668, and 24.668 fitted through the drawn curve. The face's pressure angle is zero at every angle. What it needs instead is for that radius to stay positive, and it does so on every base circle above 5.332.

    A flat face asks for a convex cam

    A flat-faced follower is pushed at right angles to its face, so its pressure angle is zero at every angle and the constraint that sizes a roller's cam disappears. What replaces it is convexity: the profile's radius at the contact is R₀ + s + s″, and a base circle below 5.332 leaves a cycloidal cam with a hollow the face cannot reach — held 0.446 high on a base of 2.

    part 11 · cams
  13. A yoke 70 wide on a constant-breadth cam, at 60°. The cycloidal programme — rise 10 over 120°, return over 120° — cut for flat faces on a base circle of 30 and held between two parallel faces 70 apart, turned to 60.0°. The upper face rests at 5.000 above the base circle, which is the programme's lift there. The lower face touches the cam too: the distance across the cam along the follower's line is 70.000 at this angle and at every other, so the follower is driven up by one face and down by the other with no spring and nothing to spare.

    A cam that holds its follower both ways

    Two parallel faces joined into a yoke can drive a follower out and back with no spring, but only if the cam's breadth along the follower's line is the same at every angle — s(θ) + s(θ + 180°) constant. That makes the second half-turn the first one reflected. The cam field's standing programme misses by 9.502, and a second disc that frees the programme needs a yoke at least 60.66 wide.

    part 11 · cams
  14. A roller on an arm of 50 pivoted on the left, at 35.8° of the rise. The cycloidal programme — rise 20 over 90°, return over 170° — on a prime circle of 40 with a roller of 10, followed by a roller on an arm of 50 whose pivot is on the left of the cam, at (−49.92, 42.79). The pivot angle balances the two strokes, and the cam is turned anticlockwise to 35.8°. The faint arc is the path the roller's centre swings through. The contact normal leans 23.48° from the roller's direction of motion, which is the pressure angle, and off the drawn pitch curve it is 23.48°. At this instant the roller's line of motion passes 2.98 from the cam's centre. Balanced, the arm peaks at 23.48° on both strokes; a sliding follower at its best offset of 5.88 peaks at 21.81°.

    An arm is an offset that grows with the lift

    Carry a cam's roller on a swinging arm instead of a slide and its pressure angle obeys the offset follower's formula exactly, with the offset replaced by the distance of the roller's line of motion from the cam's centre. That distance turns with the arm. On a cam whose strokes are mirror images the best arm is worse than a centred slide by about 5,000/L² degrees and leans the follower by its own tilt on the dwells. On a quick-rise cam the pivot's angle rebalances either side of the cam for under a degree, where a sliding offset moved to the wrong side costs eleven.

    part 12 · cams
  15. A roller in the groove of a quick-rise cam at 600 rpm. The cycloidal programme — rise 20 over 90°, return over 170° — cut as a groove on a prime circle of 40 for a roller of 10, driving a follower of 0.5 kg pressed toward the cam by 20 N, and turned anticlockwise to 59.9° at 600 rpm. The groove must supply m·s″·ω² + F along the follower's travel, −66.6 N at this angle, so the roller bears on the outer wall. The marks on the groove are the four places in a turn where that force changes sign and the roller changes walls: 47.87°, to the outer; 87.13°, to the inner; 151.35°, to the outer; 193.65°, to the inner. The stretches of deceleration begin to cross over at 267.6 and 505.5 rpm.

    A roller in a groove changes walls with the speed

    A groove holds its roller between two walls and chooses between them by the sign of one force, the follower's mass times its acceleration plus the load pressing it in. Below a threshold speed that force never changes sign and the roller stays on the inner wall; each stretch of deceleration adds two crossovers above its own threshold. On a quick-rise cam at 20 N and half a kilogram the count goes from none to two at 268 rpm and to four at 506. A cycloidal law brings the roller across smoothly; a constant-acceleration law throws it across by a step of 3,200 N at 3,000 rpm.

    part 12 · cams
  16. A flat face on a swinging arm, and the cam it asks for. The cam a flat-faced follower needs when its face is carried on an arm pivoted 300 from the cam's centre, with a base circle of 20 and a lift of 20, drawn in the cam's own frame at three cam angles. The heavy line is the face, the dashed line is the perpendicular from the cam's centre to it, and the dot is the contact. Its distance from the foot of that perpendicular is the offset, which for a sliding face would be the programme's own velocity and here is a quantity with the arm in it. Over the turn it runs from -20.41 to 17.95, so the face must be 38.4 wide.

    A flat face on an arm is worse

    Carry a cam's roller on a swinging arm instead of a slide and the pressure angle improves — a long arm beats an offset. Carry a flat face on one and the opposite happens. The cam sees the sine of the follower's rotation rather than the rotation, and the distortion costs convexity: the smallest workable base circle rises from 10.66 on a slide to 28.68 at a pivot three base circles out, and below a certain arm length no base circle works at all.

    part 13 · cams
  17. The roller's flight across a 0.05 mm clearance at every crossover. The cycloidal quick-rise programme carrying 0.5 kg against 20 N at 600 rpm, with 0.05 mm between the roller and the wall it is not bearing on. At each sign change of the groove's force the roller leaves its wall, and each curve is the gap it opens, from nought to the far wall at the top of the plot: leaves at 47.9° and lands 6.6° later at 80 mm/s; leaves at 87.1° and lands 7.1° later at 63 mm/s; leaves at 151.4° and lands 14.6° later at 35 mm/s; leaves at 193.6° and lands 13.4° later at 42 mm/s. Dragging the speed moves the crossings, lengthens or shortens each flight, and just above a stretch's threshold shows a flight that never reaches the far wall.

    The time a crossover takes

    A roller in a groove changes walls where the groove's force changes sign, and it gets there by flying across the clearance. How hard it lands depends on the clearance through an exponent the motion law decides — two thirds where the force passes through nought, one half where it steps — a flight that ends in a dwell lands at √(2cF/m) whatever the speed, and just above each threshold the force changes sign and the roller never arrives at all.

    part 13 · cams

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