Machine Kinematics
solved, then drawn
Series

Coupler — the series

17 essays on one idea, from the one that introduces it to the one that assumes the rest.
  1. Five points on one coupler. The same four-bar, with a tracing point rigidly attached to the coupler at five different places. Each curve is a sextic — degree six — and moving the attachment point a little changes it a great deal. That sensitivity is the reason coupler-curve synthesis was done with atlases of printed curves for most of the twentieth century: there is no simple inverse, so the practical method was to look one up.

    What a coupler point draws

    A point rigidly attached to the coupler of a four-bar traces a curve of degree six. Move the attachment a little and the curve changes a great deal. For most of the twentieth century the practical way to find the linkage that draws a wanted curve was to look it up in a book of printed atlases.

    part 1 · curves
  2. 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.

    part 2 · curves
  3. Where the coupler is pivoting, at 70°. At any instant the coupler is turning about one point — not a pin, and usually not on the mechanism at all. Kennedy's theorem finds it: the crank and coupler share the pin at A, the coupler and rocker share B, so the coupler's centre relative to the frame must lie on both O₂A extended and O₄B extended, and it is where they cross. The dashed lines are that construction. The cross is a completely different route to the same point — the place where the coupler's solved velocity field is zero, computed from the Jacobian and knowing nothing about Kennedy. Across 119 positions the two agree to 2.7e-15. At this instant the centre lies outside the frame — the two construction lines are nearly parallel, the coupler is close to translating, and the pivot has run off rather than gone missing.

    Where the coupler is turning

    At every instant the coupler of a four-bar is rotating about a single point — not a pin, and usually not on the mechanism at all. Track that point in two different frames and you get two curves which, rolled on each other without slipping, reproduce the coupler's motion exactly. The bars are one way of producing it and not the motion itself.

    part 2 · curves
  4. Peaucellier's cell: exact straight-line motion from pin joints. The rhombus and the two long arms hold |OP| · |OQ| constant at 16 = 5² − 3², which is inversion in a circle about O. Inversion carries circles through the centre to straight lines, and the link CQ makes Q run on exactly such a circle — so P travels on a line, with no approximation anywhere. Measured over 160 solved positions the deviation is 6.5e-16 of the span, which is arithmetic noise rather than a small error.

    Peaucellier and the exact answer

    Eighty years after Watt settled for an approximation, a French army officer found a linkage that draws an exactly straight line from pin joints alone. It works by inversion in a circle, the product it holds constant is measurable, and on this site it comes out straight to 10⁻¹⁶ of its span.

    part 3 · curves
  5. Every pin position, and what it costs — 3 mm between the doors. One cell per candidate pin position: the door is swung through 95° from each and the worst clearance recorded. Light cells clear; dark cells mean the door would pass through the partition or through the door beside it, by up to 18 mm. The horizontal line is the door's own front face. With the doors touching, the boundary sits exactly on it — because the front corner's sideways rate is the pin's distance behind it, and that is zero only there. Each millimetre of gap buys a few millimetres of depth, and at 3 mm the deepest pin that still clears is 10 mm behind the face.

    Where a hinge pin can go

    A cabinet door's front corner moves sideways as it opens at a rate equal to how far the pin sits behind it, so with the doors touching, no pin behind the door's face can open one without going through the next. Three millimetres of gap buys nine and a half millimetres of depth, and that is the whole reason a concealed hinge has four bars instead of a pin.

    part 4 · applied
  6. Two ways to stop an axle moving sideways. A Panhard rod is one link from the body to the axle, so the axle's end follows an arc and the whole car shifts sideways as the suspension moves: 3.56 mm at 80 mm of travel, and always in the same direction, so it happens twice per bounce. A Watt's linkage keeps the same point on a path that is straight to 33.7 µm — 106 times better, and it is drawn on the same axis, which is why it looks like the zero line.

    Holding an axle still

    A Panhard rod moves the axle 3.56 mm sideways over 80 mm of travel and a Watt's linkage moves it 34 microns — a hundred times better, and by a higher power. The Panhard's error is quadratic in the travel and the Watt's is fifth order, which is a much stronger statement than "the Watt is better" because it says how the comparison changes with the suspension.

    part 5 · applied
  7. Three linkages, one polynomial. Roberts's theorem says three different four-bars draw the same coupler curve. Here each one is traced, and each trace is fitted separately for the sextic that vanishes on it — on a common normalisation, or the comparison would be between three polynomials in three coordinate systems. The twenty-eight coefficients agree across all three to 5.0e-7. The three traces are drawn on top of one another and the curve is the same object each time; the test shares nothing with the construction that produced the cognates, which is why it is a test.

    Three linkages, one equation

    Roberts's theorem says three different four-bars draw the same coupler curve. Fitted separately for the sextic that vanishes on each trace, on a common normalisation, the twenty-eight coefficients agree across all three to 5 × 10⁻⁷ — a test of the theorem that shares nothing with the construction the cognates came from.

    part 6 · curves
  8. Two ovals of one sextic. A four-bar with ground 4, crank 1, coupler 3.5, rocker 3, its coupler point solved at 720 crank angles on each assembly. Each assembly closes on its own oval through a full turn of the crank, and the two ovals never meet: they come no closer than 1.712. Every solved point satisfies the one eliminated sextic to 6.6 × 10⁻¹⁶ of its largest term. The machine drawn solid and the one drawn faint are the same four bars at the same crank angle of 60°, and taking a pin out is the only way from one oval to the other.

    The curve the other assembly draws

    A crank-rocker's two assemblies do not share a coupler curve. Each draws a whole closed oval of its own through a full turn of the crank, the two ovals never meet, and both are the zero set of one sextic, so the equation a machine's own motion determines also describes a second machine it can never become.

    part 7 · curves
  9. Three double points, and the one that is real is never visited. The coupler curve of a four-bar with ground 4, crank 1, coupler 3.5, rocker 3, coupler point at u = 0.45, v = 0.50, both ovals solved. The dashed circle is where the coupler's orientation can fail to be fixed by the point it carries; it passes through both fixed pivots and through the third pivot of the cognate construction, centre (2.000, 0.010), radius 2.0000. The curve's three finite double points are on it. The one that is real is isolated — a point of the curve no oval passes through, at (3.964, −0.368). The other two are a complex-conjugate pair and have no place in the plane.

    A point the machine never reaches

    Every coupler curve has three finite double points, and an odd number of them are real, so no coupler curve has none. On the standard crank-rocker the only real one is a point of the curve that neither assembly ever visits, that no contour plot can find, and that sits on the circle through the three pivots of Roberts's cognates.

    part 7 · curves
  10. A parallelogram's sextic is a circle and a quartic. The parallelogram with ground 4, crank 1.5, coupler 4, rocker 1.5, coupler point at u = 0.45, v = 0.50. Its eliminated sextic divided by the circle of radius 1.5000 about (1.800, 2.000) leaves a remainder of 6.3 × 10⁻¹⁶ of its largest coefficient, and the quotient is a quartic whose leading form is exactly a multiple of (x² + y²)². Of the configurations solved across a full turn on both assemblies, 720 are on the circle — the machine as a parallelogram, coupler parallel to the ground — and 720 on the quartic, the machine crossed. The two factors meet at four finite points: 2 are change points, marked solid, where one configuration belongs to both; the other 2 are places the two drawings merely cross.

    A sextic that comes apart

    A parallelogram chain's coupler curve is not one curve. Its sextic divides exactly by a circle, leaving a quartic, and each factor is one of the two things the machine can do. The division leaves rounding and nothing else, a coupler one millionth too long leaves a remainder a million times larger than rounding, and the two factors meet at the two places where the machine has to choose.

    part 8 · curves
  11. Crank angle θ and crank angle −θ, joined. The coupler curve alone, with 12 chords, each joining the point the tracing point reaches at a crank angle θ between 0° and 180° to the point it reaches at −θ on the same assembly. Every chord is square to the dashed axis, to 7.5 × 10⁻¹⁶ in the cosine, and every midpoint lies on it. Measured at 48 pairs, the reflection of one point misses the other by at most 4.2 × 10⁻¹⁵. The crank's own angle is the pairing: the two places the curve crosses its axis are crank angles 0° and 180°, the only angles equal to their own negatives.

    A symmetric curve from a lopsided machine

    A four-bar with a crank of 1, a ground of 3 and a rocker of 2.5 has no symmetry anywhere in it. Make the rocker, the coupler and the arm from the rocker pin to the tracing point one length, and the curve it draws is its own mirror image to 4 × 10⁻¹⁵, about a line through the rocker pivot turned from the ground line by exactly half the coupler's angle at that pin.

    part 8 · curves
  12. One crank, four machines, one area. Four crank-rockers sharing only a crank of length 1, with grounds, couplers and rockers all different, each tracing the point 30% of the way from the crank pin to the rocker pin. The curves have different shapes and sizes and different places in the plane, and the area each one encloses is 2.199115 = (1 − 0.3)·π·1² — on both assemblies of every one, with a worst difference of 3.2 × 10⁻¹⁴.

    The area a coupler point encloses

    Trace a point on the line through a crank-rocker's two moving pins and the region its curve encloses has area (1 − u)πa²: the crank pin's own circle, scaled by how far along the line the point sits. No ground, coupler or rocker length appears in it. Four machines that share only a crank enclose 2.199115 each, to 3 × 10⁻¹⁴.

    part 8 · curves
  13. Three machines drawing one oval, and where each keeps its area. The crank-rocker with ground 4, crank 1, coupler 3.5 and rocker 3, its tracing point at (0.45, 0.5) of the coupler, and the two other four-bars Roberts's construction gives for the same curve, each drawn holding the same point of one oval and each with its input pin's path dashed in the input colour and its output pin's in the output colour. The shaded oval encloses 2.116354 for all three. In the crank-rocker the crank pin goes round and carries 1.727876 of it; in the double rocker neither pin goes round and the coupler's turn carries 1.727876; in the rocker-crank the output pin goes round and carries 1.727876. The remaining 0.388478 is the same in all three.

    Where three machines keep one area

    Roberts's theorem gives every four-bar two others that draw the same coupler curve, and so enclose the same areas. Measured, they do, to 10⁻¹² — but each keeps the area in a different place: the crank-rocker in its crank pin's circle, the double rocker in its coupler's turn, the third machine in its output pin's circle. What is left over has no closed form, and it is one number in all three.

    part 9 · curves
  14. A dwell six-bar built on the vertex of a symmetric coupler curve. The four-bar with ground 3, crank 1, and coupler, rocker and arm all 2.5, with the angle at the rocker pin set to 120.8024°, so that its coupler curve is its own mirror image about the dashed line. The curve crosses that line at crank angle 0°, and a link of the osculating radius there, 5.7691, runs from the tracing point to a pin at the centre of curvature; an output link of 3 from a third ground pivot holds that pin, square to the dwell link at the vertex. Faintly, the dwell link and output 50° of crank either side. The output swings 7.43° over a whole turn, and near the vertex its angle changes only at sixth order in the crank's.

    The flattest dwell is not the longest

    A coupler curve that is its own mirror image has no odd terms in its distance from a circle centred on the mirror line, so one angle of the coupler can remove the fourth-order term and leave a dwell of sixth order, with no search of the curve. A six-bar built there dwells for 58.7° of crank inside 0.1% of its swing. Turned two degrees away from that angle it dwells for 80.1°, and the searched six-bar for 24.4°.

    part 9 · curves
  15. Where a fit's singular values fall away, on each motion of a parallelogram. The 28 singular values of the degree-six fit, largest first and relative to the largest, for points traced on the parallelogram's circle motion, on its quartic motion, and on both. On the circle motion the last 15 lie below a drop of 3.7 × 10¹³, from 0.232 to 6.2 × 10⁻¹⁵; on the quartic motion the last 6 lie below a drop of 3.0 × 10¹⁰, from 6.3 × 10⁻⁵ to 2.1 × 10⁻¹⁵; on both motions the last one lies below a drop of 2.5 × 10¹², from 3.1 × 10⁻⁴ to 1.2 × 10⁻¹⁶. A drop of ten decades or more is a null space that is exactly there: fifteen sextics vanish on a circle, six on a quartic, and one on both.

    A null space of fifteen is not noise

    Points traced on one motion of a parallelogram four-bar leave a degree-six fit with fifteen polynomials that vanish on them, behind a drop of thirteen decades: the circle times every quartic. Half an oval of an ordinary coupler curve leaves two to five, behind drops of two. The count is the same kind of number in both cases, and only the drop beside it says which one is algebra.

    part 9 · curves
  16. What region each four-bar's two cognates land in. One row per region of length space. Against each, the regions of the two four-bars Roberts's construction gives for the same coupler curve, and how many of the 24000 chains in the census landed in that region. Every row has one entry: across the whole census, and at each of 5 tracing points, the original's region decides its cognates' regions with nothing left over. The four Grashof regions are above the rule and the four triple rockers below it, and no row crosses it — a crank-rocker has a double rocker and a rocker-crank, a double crank has a double crank and a double crank, a rocker-crank has a rocker-crank and a double rocker, a double rocker has a crank-rocker and a crank-rocker, a 0–π rocker has a 0–π rocker and a 0–π rocker, a π–π rocker has a π–π rocker and a π–0 rocker, a π–0 rocker has a 0–0 rocker and a 0–0 rocker, a 0–0 rocker has a π–0 rocker and a π–π rocker.

    The kind is decided before the lengths are

    Roberts's construction hands a four-bar two others that draw its curve, and which of the eight kinds those two are is settled by the kind of the first — not by its lengths within that kind, and not by where the tracing point sits. Twenty-four thousand chains at five tracing points produce no exception, and the reason is one line: the tracing point enters the construction only as a scale, and a region is scale-blind.

    part 10 · curves
  17. Three laws in the band: a third, a sixth and a sixth. For bands from 3% to 10 ppm of the output's swing, three things measured on the symmetric six-bar itself: the longest dwell at any angle at the rocker pin, the dwell at the sixth-order angle γ = 120.8024°, and how far below γ the best angle sits. The dots are measurements and the lines are the two-term model's predictions from two coefficients read off the output's even part. Over the four tightest bands the fitted exponents are 0.173, 0.172 and 0.333, against a sixth, a sixth and a third. At 10 ppm the best angle is 0.490° below γ against a prediction of 0.488°, and the dwell at γ is 26.43° against 26.23°. The loosest bands sit above the lines, where the terms the model leaves out are no longer small.

    The dip that buys the dwell

    A symmetric coupler curve's six-bar dwells longest a little below the angle that makes its error sixth order, and three bands gave three numbers. Across three and a half decades of tolerance the best angle's distance from that angle grows as the cube root of the band, both dwells as its sixth root, and their ratio is (27/4)^(1/6) = 1.3747 at every band — because the best machine spends the whole band on one dip and ends its dwell where the output comes back.

    part 10 · curves

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