Machine Kinematics
solved, then drawn
Series

Overconstraint — the series

3 essays on one idea, from the one that introduces it to the one that assumes the rest.
  1. The same error, twice, in two directions. A Sarrus linkage with one axis of one chain tilted off true, and the motion range that survives. Tilted within the plane the chain works in, it does not care: at 0.2 radians — eleven and a half degrees, which is not a manufacturing error by any standard — it still drives through a full turn. Tilted out of that plane, 0.001 radians stops it dead. Two hundred times the error, in the other direction, for no cost at all. What separates them is whether the perturbation lies in the screw system the mechanism leaves unconstrained — so "an overconstrained mechanism must be exact" is not merely crude, it is wrong about the case it is usually said of.

    Fragility has a direction

    Tilt one axis of a Sarrus linkage out of true by a thousandth of a radian and it stops dead. Tilt the same axis of the same mechanism by two hundred times as much, in the other direction, and it drives through a full turn with nothing measurably wrong. Three orders of magnitude between two errors of the same size — and the direction that matters is the one the reciprocal screw system names.

    part 1 · practice
  2. What the clearance has to swallow. Bennett's linkage with its second length multiplied by 1 + δ, and the closure error the solver drives down to and then cannot improve on. The loop does not close at any δ tried, including one part in a million. But the gap is exactly proportional to δ — the ratio varies by 0.07% across four decades — with a measured constant of 0.507. Shared over 4 joints that is 0.127 δ of play per pin, so a linkage machined to one part in a thousand needs about 0.20 mm of clearance in a link of 1.6 m, or a hundredth of a millimetre in a link of 1.6 cm. That is an ordinary running fit, and it is why a mechanism that cannot be built is in every folding table.

    Why a hinge works

    A door hinge with three knuckles is overconstrained — three axes imposed where one would do, and exactly parallel is a condition no bored hole has ever met. It works because the misfit is 0.507 times the error and the play in each knuckle is larger than that. The mechanisms this site called unbuildable are built every day, and the thing that builds them is the clearance that was already there.

    part 2 · practice
  3. The bores, and the one line that has to pass through all of them. A hinge of 6 knuckles, its bores drawn at the distance each was made from the nominal axis in units of the bore tolerance. The leaf is a rigid body, so its pins are on one straight line — two parameters of position and two of direction — and it assembles when some line passes within the clearance of every bore. The line drawn is the one whose largest miss is smallest, and that miss is 0.875 of the tolerance. 2 of the 6 bores are at that distance and hold the fit; the rest are slack and could have been bored anywhere inside it without changing the answer.

    A piano hinge is not forty door hinges

    A three-knuckle hinge works because the misfit its bore errors create is smaller than the play already in its pins. A piano hinge has forty knuckles and thirty-nine of them are redundant, so the obvious reading is that it needs thirteen times the play. It needs two and a half times, and it can never need more than the bore tolerance itself — because a rigid leaf has one axis and a line through the middle of the errors misses every bore by at most the largest of them.

    part 3 · practice

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