Machine Kinematics
solved, then drawn
Series

Pair — the series

15 essays on one idea, from the one that introduces it to the one that assumes the rest.
  1. Six surfaces, six groups, six pairs. The six lower pairs, drawn as the surfaces they are. A lower pair is two bodies touching over a surface rather than at a point or along a line, and that is the same thing as saying the surface slides on itself — so what the joint permits is the surface's own symmetry group. Each caption is computed from the surface's normals and not from the pair's name: a plane gives three freedoms and planar motion, a sphere gives three and spherical motion, a plain cylinder gives two, a shaft with collars gives one rotation, a prism gives one translation, and a thread gives one screw whose pitch comes back as the thread's own lead. Eleven surfaces were tried and six groups came out, which is where the number in every textbook's table comes from.

    A joint is a surface that slides on itself

    Twenty-two fields of this site have declared their joints and then counted what those joints take away. A count cannot tell a pin from a slide — both are one. What a joint actually permits is a set of displacements closed under composition, and it can be computed from the shape of the surface: one linear condition per point, and the answer is a null space.

    part 1 · pairs
  2. Every surface tried, and the group it permits. The census the six lower pairs come out of. Each row is a surface, sampled at 240 points; the freedoms column is six minus the rank of a matrix with one row per point, saying that the velocity a twist gives that point is tangent to the surface. Nothing is fitted and no shape is recognised — the surface's own normals write the matrix down. Three different surfaces of revolution give the same group, which is the content of the classification; two surfaces give nothing, which is what almost every surface gives. Eleven surfaces, six groups. The last column is the ratio of the smallest singular value kept to the largest discarded, so a row reading 10¹⁵ is not near being reclassified by anybody's tolerance.

    Six, and no others

    Eleven surfaces were handed to the same computation and six groups came out. A cone, a torus and an ellipsoid of revolution give the same joint; a scalene ellipsoid gives none; and the list does not grow when more surfaces are added, because a surface's symmetry group has to leave a two-dimensional set alone and only six groups can.

    part 2 · pairs
  3. One point, six groups, six shapes. A group has no picture, so here is the next best thing: fix one point of the moving body — the marked one — and draw everywhere the group can send it. A prismatic pair sends it along a line, a revolute round a circle, a helical along a helix, a cylindrical over a cylinder, a spherical over a sphere, a planar over a plane. Those six shapes are the six surfaces the previous figures drew, which is not a coincidence and is the field's first argument read backwards: a lower pair's surface is an orbit of its own group, which is exactly why the surface can slide on itself.

    The count cannot tell a pin from a slide

    A revolute, a prismatic and a helical pair all take five freedoms away in space and leave one. Grübler adds the same number for each, the constraint rank measures the same number for each, and the three joints have nothing whatever in common — one sends a point round a circle, one along a line, and one along a helix at a rate the joint decides.

    part 2 · pairs
  4. The twelve kinds of freedom, and which are joints. Every connected group of rigid displacements, up to where its axis points and where its origin sits. There are twelve, the height on the page is the dimension, and a line means the lower one is contained in the upper — computed by asking whether each generator of the smaller lies in the span of the larger, with all twelve built about a common axis. Filled discs are joints: six of the twelve are the symmetry group of a surface and can be a single pair, and six are not and have to be built out of a chain. There is nothing at dimension five, which is not obvious and is checked rather than assumed: twenty thousand random five-dimensional subspaces of the twists were closed under the bracket, and every one generated the whole of the six.

    Twelve kinds of freedom

    Every set of displacements that is closed under composition is one of twelve, up to where its axis points. Six of them are joints somebody sells. Four are motions a designer may perfectly well want and cannot buy at any price. And there is nothing at all of dimension five — checked here on twenty thousand random subspaces, every one of which generated the whole of the six.

    part 3 · pairs
  5. How often a set of screws is a group. Take a subspace of the twists at random and ask whether it is closed under the Lie bracket — whether doing two of its motions in one order and undoing them in the other leaves you inside it. Every one-dimensional subspace is, trivially and importantly: a single screw always generates a one-parameter subgroup, which is the same statement as every screw is a joint somebody could build. Above one dimension, not one of eighty thousand is a group, and every one of them generates the whole of the rigid displacements at the first bracket. So a mechanism whose motion lies inside a proper subgroup is not merely unusual; it is a coincidence of measure zero — and it is the coincidence every planar mechanism, every spherical one and every Sarrus linkage on this site is built on.

    Almost nothing is a group

    Eighty thousand subspaces of the twists were drawn at random and closed under the Lie bracket. Above one dimension, not one of them was already closed, and every single one generated the whole of the rigid displacements at the first bracket. Two pins with parallel axes close at three; move one axis a hair and they close at six.

    part 3 · pairs
  6. One point, six groups, six shapes. A group has no picture, so here is the next best thing: fix one point of the moving body — the marked one — and draw everywhere the group can send it. A prismatic pair sends it along a line, a revolute round a circle, a helical along a helix, a cylindrical over a cylinder, a spherical over a sphere, a planar over a plane. Those six shapes are the six surfaces the previous figures drew, which is not a coincidence and is the field's first argument read backwards: a lower pair's surface is an orbit of its own group, which is exactly why the surface can slide on itself.

    What a point sees

    A group of displacements has no shape, so the only picture of one is what it does to something. Fix a point and the six lower pairs draw a line, a circle, a helix, a cylinder, a sphere and a plane — the six surfaces the pairs are made of. And two of the twelve sweep the same surface and are still different groups, which is the honest caption on the whole method.

    part 4 · pairs
  7. How many dimensions each chain's displacements occupy. Every chain in the field, with the dimension its reached displacements' logarithms occupy. A chain of n joints always has n freedoms; what varies is whether those freedoms compose. Where the bar equals the joint count the motion is inside a group and the group is named; where it reaches six there is no proper group containing the motion, and the two chains that do are the ones whose axes were chosen at random. Nothing about the joints themselves differs — three pins are three pins, and the two rows differ only in where the axes point.

    A chain multiplies

    An open chain's displacements are the product of its joints' groups, one factor per joint, in order. Sometimes the product is a group — three parallel pins and a slide along them give Schoenflies motion, which is a SCARA arm and is why it has four joints. Usually it is not, and then the chain's poses are a four-parameter set that needs six numbers to describe.

    part 4 · pairs
  8. Four joints that give a group, and four that do not. Two chains of four revolute-and-slide joints, each drawn at its home position with its joint axes dashed, and each with a cloud of the tool positions it reaches. The counts are identical: four joints, four freedoms, the same Jacobian rank everywhere off a singularity. On the left the three pins are parallel and the slide is along them, and the displacement set is the Schoenflies group — every translation and one rotation direction, four dimensions, closed. On the right the axes are at random and the set is four-dimensional too, and it is inside no group smaller than all the rigid displacements. The instrument is in the caption of each panel: take the logarithms of the displacements the chain reaches and count the dimensions they occupy. Four means a group. Six means there is nothing to be inside.

    Four joints that give a group, and four that do not

    Two chains of four joints. Same joint types, same count, same mobility, same Jacobian rank, same everything this site has measured for twenty-two fields. One of them reaches a four-dimensional set of displacements that closes under composition; the other reaches a four-dimensional set whose logarithms fill all six dimensions. The difference is six hundredths of a radian in where two axes point.

    part 5 · pairs
  9. What every pair of groups meets in. The intersection of two subgroups is always a subgroup — that needs no computation — and which one is the useful part. This is the design rule behind every parallel machine on this site: choose legs whose groups meet in the motion the platform is wanted to have, and it has that motion whatever the leg lengths are, with no synthesis and no tolerance. The row and column are built about different axes, at right angles, because an intersection is a statement about particular subgroups rather than about their kinds: two planar groups with the same normal meet in the whole of themselves, and two with different normals meet in a line.

    Legs intersect

    A serial chain multiplies its joints' groups and the product is almost never a group. A parallel machine's platform gets the intersection of what its legs permit — and an intersection of groups is a group, always, with no coincidence required. That is the only construction in this field that produces closure for free, and it is why a platform can be designed for a motion type instead of discovered to have one.

    part 5 · pairs
  10. Sarrus, as two planes meeting in a line. Each arm of Sarrus's linkage is three pins with parallel axes, so each arm holds the platform inside a planar group — the one whose normal is that arm's axis direction. The platform has to satisfy both, so what it may do is the intersection, and the intersection of two planar groups whose normals are not parallel is the one-dimensional group of translations along their common perpendicular. The platform goes up and down and does nothing else, and that is the exact straight line the spatial field measured to 10⁻¹⁶ of its span — arrived at here with no mechanism solved and no tolerance anywhere. Drag the arms towards each other: the answer is a translation at every angle but zero, where the two groups become one group and the intersection jumps to three dimensions. That is the linkage built flat, and it is the configuration in which it stops being a straight-line mechanism.

    Two planes meeting in a line

    Sarrus's linkage draws an exact straight line out of six pin joints, and the spatial field proved it by solving the mechanism sixty times and measuring a departure of 9.8 × 10⁻¹⁶. Here the same fact comes out of two planes and a cross product, with no mechanism solved anywhere — and the two routes are not redundant, because only one of them can tell you the linkage as built delivers it.

    part 6 · pairs
  11. Four instruments, and only the last one names the group. Every instrument this site has for an overconstrained loop, on the same six mechanisms. Kutzbach's count gives −2 for a planar four-bar and −2 for Bennett's. The rank of the constraint Jacobian gives three and three. Both are right and neither separates them. The last two columns are this field's: the span is how many dimensions the logarithms of the displacements the moving link actually reaches occupy, and closes at is the dimension after those are closed under the bracket. A planar four-bar closes at three and the three are planar motion; Sarrus closes at one, a translation, which is the exact straight line the spatial field measured by solving the mechanism sixty times. Bennett closes at six: its displacements occupy four dimensions and no group smaller than all of them contains those four. That is what "paradoxical" has meant on this site for six phases, stated as an integer.

    Compose two positions and see where you land

    Take two configurations a mechanism actually reaches, compose the displacements that got it there, and ask what kind of thing the result is. A planar four-bar lands inside planar motion, to 4 × 10⁻¹⁶. Sarrus lands on its own line. Bennett's linkage lands three tenths of a radian outside the four dimensions its own displacements occupy — a one-freedom motion that generates all six.

    part 6 · pairs
  12. Why this measurement is not a derivative. The honest failure mode of the field's instrument, drawn rather than hidden. Every set looks like its own tangent space near the identity — that is what a tangent space is — so a chain sampled over a thousandth of a radian reports the dimension of its velocities, which is the number the screw system already gives. Four pins at random has four joints, and sampled over 10⁻⁹ radians its displacements occupy four dimensions; sampled over two radians they occupy six. The step is at 10⁻⁶, which is where the departure from the tangent space falls below the rank tolerance — so the position of the step is a fact about arithmetic and the two plateaux are facts about the mechanism. A group is a statement about displacements you could compose, and no derivative can make it.

    The instrument that is not a derivative

    Sample a chain of four random pins over a millionth of a radian and its displacements occupy four dimensions, exactly as a SCARA arm's do. Sample the same chain over two radians and they occupy six. The step is at 10⁻⁶, and where it sits is a fact about arithmetic while the two plateaux are facts about the mechanism.

    part 7 · pairs
  13. Two permitted motions, and a composite that lifts off. A disc resting on a straight edge — a roller follower on a flat-faced cam, and the simplest higher pair there is. Two bodies touching at a point rather than over a surface, two freedoms: slide along the edge, and turn, because a disc is its own symmetry group about its centre. Both are permitted and both keep the contact exactly. Their composite does not. The faint discs are the two permitted displacements taken separately; the solid one is one followed by the other, and its centre sits 1.049 radii off the dashed line where a tangent disc's centre has to be. The excursion is exactly |t₂ sin φ₁| — the second displacement's slide times the sine of the first one's turn — derived from the two displacements rather than from the composition and agreeing to 10⁻¹⁶. A lower pair's freedoms compose and a higher pair's do not, which is why a joint's freedom count is the dimension of a group in one case and the dimension of nothing in the other.

    A higher pair has no group

    A disc resting on a straight edge may slide along it and may turn about its own centre. Both keep the contact exactly. Do one and then the other and the contact lifts off the edge by |t sin φ| — up to 1.2 radii over an ordinary range — so the two freedoms are real and the pair of them is not closed. The count is still right and there is nothing for it to be the dimension of.

    part 7 · pairs
  14. slider crank: the closest pair at one position. Crank 1, connecting rod 3, the block sliding on the frame's own line. Every joint is where the solver put it, exactly as in the linkage field; the material is the only thing added. The heavy segment joins the two closest points over every pair of parts that is tested — which excludes pairs sharing a pin, since their material surrounds that pin by construction — and its length is the gap: -0.1400 here, between rod · guide, upper. A negative value is a penetration depth, the distance the pair would have to be moved apart, and it is drawn in the warning colour.

    The block in the guide has a length

    A prismatic pair is a point constrained to a line, and a point on a line of length G has a stroke of G. A block of length ℓ has a stroke of G − ℓ, because both its ends have to stay on the rails — so a guide is as long as the stroke plus the block, and a third of a short one is not stroke at all.

    part 8 · pairs
  15. Oldham's coupling: two slides between two offset shafts. An input hub on one axis and an output hub on a parallel axis 0.6 away, joined by a disc that slides in a slot across the input hub and carries a tongue across the output hub at 90° to the slot. At an input angle of 35° the disc has slid 0.491 along the slot and the output hub -0.344 along the tongue, and the output hub has turned through exactly the input's angle, because neither slide can change an orientation. The disc's centre, the dot, runs round the dashed circle of diameter 0.600 — the offset divided by sin 90° — and goes round it 2 times for each turn of the shafts.

    A coupling that only translates

    A coupling between two parallel, offset shafts turns its output at exactly the input's speed when, and only when, the relative motion of its two hubs contains no rotation — when it lies in the translation group. Oldham's two slides give that group by construction and so do two equal parallel cranks; a four-bar that is not a parallelogram gives the whole planar group and its output wanders by more than a radian. And Oldham's right angle is not what makes the ratio one: it is what makes the slides slide least.

    part 9 · pairs

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