Fourbar — the series
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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.
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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 these essays refuse to print without measuring — so every linkage here is also asked for all 360 positions and required to agree.
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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.
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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.
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The return stroke is quicker
A crank-rocker's output stops at two definite places, and the crank angles at which it does are calculable without touching a solver. The interesting number is not where they are but how far apart — because the crank turns at a constant speed and the output covers the same swing twice in unequal times.
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One chain, four mechanisms
Which link of a four-bar is bolted to the bench is not a property of the chain. It is a decision about where the bench is, and making a different one gives a mechanism that looks and behaves completely differently while being, as a chain, the same object — which is why the Whitworth quick-return and the oscillating-cylinder engine are both a slider-crank.
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The wheel is the coupler
A double wishbone is a four-bar standing on end whose coupler carries a wheel, so camber is coupler rotation and scrub is a coupler point's path. Both are computable, and the second one comes out with the opposite sign from the model every suspension book uses — by more than the whole scrub.
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A roll centre is not a point
The roll centre is a construction on the instantaneous centre of the wheel's upright, and every step of it is exact. What it is not is a height: over eighty millimetres of bump and droop it moves 54 mm on a wishbone and 131 mm on a strut, and on the strut it goes below the road.
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The steering that is never right
For four wheels to roll without scrubbing, the two front wheels must point at different angles, and the relation between them is a cotangent condition no four-bar can satisfy. The trapezoid under every car meets it at straight ahead and, if the arm angle is chosen well, at exactly one other angle — 0.34° out at worst instead of 2.06°.
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Locked on purpose
A toggle clamp, a landing-gear downlock and the catch on a folding table are all the same mechanism parked a few degrees past its dead centre, where the slider's motion is second order in the crank's. Seventy-one microns of slider travel undoes a latch set four degrees over — and setting it eight degrees over does not double that, it quadruples it.
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Eight kinds of four-bar
Grashof's condition gives a four-bar one of four names and calls every linkage that fails it a triple rocker. Three signed sums of the lengths give eight, and a census of four thousand random linkages finds every one moving exactly as its signs say — because the planes where those sums vanish are the only places a four-bar's motion can change its kind.
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A swing and a time ratio
A shaper's specification gives the rocker's swing and how much quicker the return must be than the cut, and those two numbers do not fix a linkage. They leave a one-parameter family of crank-rockers on the arcs of two circles, every member exactly right, and the transmission angle chooses between them — which is also what decides that a 60° swing cannot return more than 1.207 times as fast and keep 40°.
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Four kinds of slider-crank
An offset slider-crank is a four-bar whose output bar and ground have grown without bound, and in that limit the three signed sums that sort four-bars into eight kinds lose one of their signs. Four kinds survive. A census of four thousand finds every slider-crank moving as its region predicts, the textbook condition for a full crank turn turns out to be one region exactly, and each of the four kinds that vanish is carried, at a length that can be written down, into the survivor that shares its other two signs.
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A drag link ahead of a crank-rocker
A crank-rocker with a 60° swing keeps a transmission angle of 40° only up to a time ratio of 1.207, and at a ratio of 2 no crank-rocker keeps even 20°. Drive its crank from the output of a drag link, whose cranks both turn but not at the same speed, and a pair in which each stage keeps 40° returns 2.71 times as fast as it works. The phase between the two stages decides almost all of it: the same two linkages give anything from 1.003 to 2.71.
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The horsehead is a drum
An oil-well pumping unit is a crank-rocker, and the curved head on the end of its beam is not decoration. It is a drum: the cable leaves it where its face is vertical, which is the same place at every angle, so the rod moves on an exact straight line and rises by exactly the head's radius times the beam's turn. That makes the unit's torque factor the four-bar's velocity ratio, to 3 × 10⁻⁹, and leaves the crank's position as the only thing that shapes the stroke — and the direction the crank turns as the thing that decides which stroke gets the benefit.
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Grashof is a shape test
The oldest classification in the subject compares sums of lengths, so it is unchanged by making the machine bigger — which means a protractor recovers it exactly without recovering a single length. What it does not recover is the margin, and the margin is what says whether the classification is safe.
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A quick return that cuts evenly
A drag link ahead of a crank-rocker buys a shaper its time ratio of 2 with both stages at 40°. The drag link that buys the most ratio drives the cut unevenly — its fastest speed through the middle of the stroke is 2.77 times its slowest — and a different drag link at a different phase reaches 2.03 with a ratio of 1.21, which is more even than the crank-rocker driven alone at constant speed. Up to a ratio of about 2.4 the second stage can improve both specifications at once.
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Three rotations, and four benches
The slider-crank chain's four inversions are four famous machines, and they are not four classifications. Four links make six pairs, one of those pairs cannot rotate at all because a slide is a rotation of nought, and the five that are left are three quantities between them. So an inversion chooses which two of the chain's three rotations sit at its bench, and the four regions of length space already say what all three do.
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Fifteen pairs and one cut
A six-bar has fifteen pairs of links, and each pair has a relative rotation. Followed round every circuit of more than four thousand random Watt and Stephenson six-bars, those fifteen rotations come from six whole-number windings. Almost always they take two values, so the links split into a group that turns once against the rest. How many inversions can be driven is then the number of links touching that cut: nought, three, four or five, never one, two or six. One chain in ten can have different cuts on different circuits, and a Stephenson chain can turn its rocker twice against its dyad.
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The first stage does not know what it drives
A drag link that evens a shaper's rocker evens a ram driven by an offset slider-crank just as well — within 3.8% of the best that ram can have — once it is turned by the angle between the two machines' stroke starts, to within a degree. The two outputs cover their working strokes alike to 1.5% when they share an own time ratio, so what the first stage has to know about the second is that ratio and where its stroke begins. The exception is a centred slide with a short rod, whose skewed stroke moves the best phase by 12° more than the rule says and makes the train more even than any rocker's.
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The lamp that stays where it is put
A desk lamp that stays wherever it is left is balanced, not held: its springs store exactly the energy its weight gives up, at every pose. For one arm that takes a spring with no free length, fixed above the pivot, whose energy has a cos θ term that cancels the weight's to 10⁻¹⁵. A spring with a free length L₀ leaves an unbalance of exactly L₀/s of the weight's torque, and a stiffness a fraction ε off leaves 2ε of its moment. For two arms it takes a parallelogram: without one, the upper spring sees the angle between the arms and the lamp's energy varies by twice the head's moment; with one, both springs sit at the base and the lamp is flat everywhere.
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A centred slide has a best rod, and an offset beats it
Behind a drag link that brings a shaper's ram to a time ratio of 2, a centred slide's rod is a knob with a best setting. Shorten it from twenty cranks and the most even cut improves from 1.435 to 1.246 at a rod of two cranks, then worsens to 1.401 before the transmission angle reaches 40°, because the rod's skew moves the ram's speed peak where a drag link can phase against it only until the peak stops moving and just grows. An offset beats it: at every worst transmission angle up to 65° some offset slide is more even than any centred one, the best at 1.181, and on the most offset slide the rod hardly matters.
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Two springs stand in for a parallelogram
A lamp's head tilts on the end of its arm, and its weight's moment is a cosine of the head's angle from the vertical, so a spring can balance it only if the spring sees that angle. A second parallelogram carries the vertical out to the wrist and one spring does it. So do two springs with one parallelogram, or six with none: each spring that reaches across a joint brings a term in the joint's angle, and another spring across that joint takes it away. A spring across the wrist alone balances the head at one arm angle and leaves sin(Δ/2) of its moment over a range Δ.
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A centred ram cannot be timed past its drag link
A shaper's drag link and slider-crank were held to a combined time ratio of 2, and the centred slide's rod turned out to have a best length. Asking for a quicker return was supposed to shorten that rod and narrow the offset slide's lead. The first happens; the second runs the other way. A centred slide's dead centres are half a turn of its crank apart whatever its rod, so its ratio is the drag link's split of half a turn and nothing else: 2.304 on the grid, 2.443 off it, and no rod moves it. Below that ceiling the centred slide's best cut worsens from 1.118 to 1.466 and the offset slide's lead grows from 1% to 28%. Above it only an offset slide with a short rod reaches, and no slide keeping 45° reaches 3.
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A spring that must push is hung in the wrong place
Balancing a lamp with a tilting head exactly, with springs of no free length, sometimes asks one spring for a negative stiffness, a spring that would have to push. It looked like a property of the lamp: a light upper arm under a heavy head might admit no design in which every spring pulls. It is a property of one attachment point. The upper arm's spring pulls exactly when the head spring meets the head beyond a point that is always short of the head's centre of mass, 77% of the way on this lamp, and at most 99% even with a head fifty times the arm's mass. Hang the head spring at its centre of mass and every spring pulls on every lamp.
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The lamp needs three springs
A desk lamp with a tilting head, balanced exactly with springs of no free length, was built with four springs whose peak pulls add to 162 N. Searched over every attachment point inside the same outline, the least total is 63.4 N, and it is reached with three: the head spring hung at the threshold where the upper arm's spring stops being needed, 77% of the way to the head's centre of mass. Beyond the threshold a second spring is the first one split in two, and splitting a spring never makes it smaller. A design with no parallelogram and six springs is never close: 213 N at its best.
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A ratio of three costs forty degrees
A shaper's two-stage drive, a drag link ahead of a slider-crank, could not be given a return three times as quick as its cut while its drag link kept 40° and its slide 45°. Drawn as a frontier, the largest ratio against the worst transmission angle both stages keep, a ratio of 3 costs 40.0° in both. The two stages in series reach 95.7% to 99.0% of the product of their separate ceilings at every angle from 30° to 60°, so two stages relax one stage's bound very nearly by a product. Shared unequally, every degree the drag link gives up buys the slide between one and a half and three: the drag link is the stage to let lean. And the trains on the frontier cut badly, the ram's fastest speed in the middle of its cut 3.2 times its slowest at a ratio of 3. On the way, the drag link's own ceiling at 40° turns out to be 2.443, not the 2.365 a single search had found.
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A free length is absorbed where the springs attach
Give every spring of the smallest balanced desk lamp 2 cm of free length and refit the stiffnesses, and the lamp is left with 0.093 N·m of unbalance, growing in exact proportion to the free length. The spare fourth spring that ideal springs had no use for recovers under three per cent of it, and moving the head spring beyond the threshold only makes it worse. What absorbs a free length is a spring whose length barely changes. Re-chosen attachment points buy back a third of the unbalance that way, and pay for it with four times the pull.
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Five degrees buy an even cut at a ratio of three
A shaper's two-stage drive reaches a quick return of 3 only by keeping no more than 40° of transmission angle in both stages, and the one train that does cuts unevenly, its ram 3.25 times faster at one point of the cut than at another. Searched for the most even cut that still returns three times as fast, the trains at 40° do little better, 2.97. But the price falls steeply below it: 1.90 at 37°, 1.42 at 35°, 1.22 at 30°. By 35° a ratio-3 shaper cuts as evenly as the best ratio-2 trains did. The even trains leave the long, nearly folded drag links that buy the most ratio for compact ones, and not one of them takes a longer rod than its angle requires.
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The first pull goes to the spring the lamp did without
Give every spring of the balanced desk lamp 2 cm of free length and let it have more pull, and the worst moment it is left with falls from 0.086 N·m at 62 N to 0.052 at 227 N, the most any attachment points inside the outline can do. Half of that improvement costs the first 18 newtons; the second half costs the next 147. Spent on stiffness alone, with the attachment points held, extra pull buys nothing at all. And the first place it goes is the upper arm's spring, the spare that ideal springs had no use for, hung lower on its bracket while the head spring moves out past the threshold. The wrist spring, which carried almost all of the earlier re-attached design's cost, takes the largest share only after 140 N.