The thread: Somebody had a problem, part 2 of 2
194 essays in 2 parts: part 1 · part 2
The error that is repeated
Thirty-two units cut on one setting of one machine are thirty-two copies of one error, not thirty-two draws from a distribution — so a tong's span is out by thirty-two times a unit's, not by the square root of thirty-two times it. The two estimates differ by a factor of 5.66, and the second one is the comforting one.
A machine that measures itself
Put an encoder at each end of a one-freedom loop and every pose gives one scalar equation. The equation is Freudenstein's, it is linear in three unknowns, forty poses make a three-column least squares at a condition number of 8.76 — and no instrument outside the machine is involved anywhere.
A cam behind a bent joint
A cam's motion law is written in cam angle and delivered in time, and the two are the same only on a shaft that turns steadily. Drive the camshaft through a Hooke's joint and the follower's acceleration gains a second term — the law's velocity times the shaft's angular acceleration — that a steady shaft does not have. Where the rise falls in the joint's half-turn then decides everything: at a 30° bend the same cycloidal rise peaks 35% above its steady value or 17% below it. And past a bend of 34.5° a well-clocked cycloidal cam gives its follower less peak acceleration than the constant-acceleration law, the one designed to minimise it.
The shift that evens the wear
A pinion's flank slides hardest at its root, and on a small pinion much harder than anything on its wheel: a 17-tooth pinion on a 51-tooth wheel reads 11.1 at its root against the wheel's 1.38. Moving the pinion's cutter out and the wheel's in by the same amount leaves the centre distance alone and slides the contact path along the line of action, and at a shift of 0.357 the two roots slide equally, at 1.96. That shift is not the undercut cure — the same pinion needs 0.006 for that — and it grows with the ratio, so a pinion that needs no shift at all to be cut cleanly still needs a third of a module to wear evenly with its wheel.
A V holds the wheel to first order
A Geneva wheel locked on concave arcs holds to first order and carries one pin; locked on flat chords it carries two and holds only to second order. Cut the lock as a shallow V instead — two faces tilted a few degrees off the chord — and it keeps both. Its disc is the crank times sin(β + γ), small enough for a second pin up to 34° at four slots and 5.6° at twelve. It rocks as acos(cos γ − c/a) − γ, which is linear in the clearance below 2a sin²γ, and at a running clearance of 0.1 on a crank of 30 it holds five to eight times tighter than the flat. The trade was between two shapes, not a law.
A disc whose roots are not sockets
Put a cycloidal drive's eccentric at exactly the pin circle's radius over the pin count and every root of its disc is a round socket; take any smaller eccentric and the roots are smooth. The sockets looked like a benefit — a pin in one closes its gap both ways at up to the full pitch offset. Measured from a half of that eccentric to all of it, they are the opposite. The socketed disc touches nine or ten of its twelve pins, every smaller one touches all twelve, and its first contact keeps the smallest share of the pitch offset of the seven. What a smaller eccentric really costs is the pitch offset itself: the free turn per unit of clearance is 0.0365 divided by the eccentric's share.
A Rzeppa cage adds its clearances
A Rzeppa joint keeps constant velocity because its cage holds every ball in the plane that bisects the two shafts. Give the cage's windows a clearance c and the output can lag or lead the input. Six balls might be expected to limit that lag through the worst of them, or as a root sum of squares. They do neither. Opposite balls are one constraint, the cage's two tilts spend two of the three, and what is left adds the three pairs' allowances like clearances in series: 0.350 c at a 20° bend, twice what the worst ball alone would allow. The lag falls to nought each time a ball crosses the plane of the bend, grows with the bend itself, and a four-ball joint cannot hold it at all.
A cone drive is not two cones
Take a stepped pulley to its limit and the belt runs on two drums, shifted continuously along them. Drawn, the drums are straight cones of opposite taper, and a crossed belt fits them everywhere because their radius sum is constant. But straight cones grade the speed unevenly — 0.58% per millimetre of shift in the middle, 0.72% at the ends — and an evenly graded drive needs drums whose radii are logistic curves. And an open belt, the common kind, fits neither: on a lathe-sized drive it is 12.3 mm short at the ends, and two identical drums that take it and keep the grading must each be shaved in proportion to their radius, 2.69 mm at the large end and 1.05 mm at the small.
A second wheel cannot correct the first
A wheel on a rough road counts the length of its centre's path, not the distance travelled. Put two on one rigid frame and average them, and the error does not shrink at any wheelbase: both centres run on the same curve, fixed by the road and the wheel's size, and each wavelength of travel carries each of them once round it. A half-wavelength wheelbase smooths the count's ripple and rocks the frame instead. What does work is two wheels of different sizes. A bridging wheel's error falls as the inverse square of its radius, so two radii measure their own error: wheels of 0.6 and 1.2 m that overcount by 0.339% and 0.099% extrapolate to 0.018%, knowing nothing about the road.
Six things a power split is not
A multiplier of its variator's span, a machine whose neutral the belt decides, a source of any ratio near that neutral, a travel that slides towards its pole for free, a design whose attachment is the choice that matters, and a machine a second planetary always improves. Six claims about continuously variable transmissions built as power splits, each of them what a careful person would say, each answered with a measured number.
A stiff pin buys grip with release
A cam cleat on a frictionless pin holds a rope while the line from the contact to the pivot leans no more than the contact's friction angle. Give the pin friction and the cam's force may miss the pivot by the pin's friction circle, so the cleat holds to a lean steeper by exactly the angle that circle subtends: tan γ ≤ μ + (ρ/h)√(1 + μ²). But the same friction makes a cleat leaning less than arctan(ρ/h) lock against a backward pull as well, and refuse to let go. Both edges of the working window rise, the lower at a slope of one and the upper at √(1 + μ²): the grip gained is almost all paid for in release.
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.
A cable is half a brace
A square grid braced with rigid diagonals is rigid when a graph on its columns and rows is connected, so a three-by-three grid needs five braces and eighty-one sets of five will do. Brace it with cables instead, which pull and do not push, and each cable becomes one direction of an edge. The grid is rigid when that directed graph can get from every column and row to every other, which takes six cables, and only twelve of the 5,376 ways of placing six do it.
A spring balanced against the load
The best slide for five poses reaches all five with play in its slot only if its block bears on alternate walls, and neither the body's weight nor a working load puts it there. A spring can, and whether one does is a linear program. No point of the body can carry it: for every such point there are weights on the poses under which any spring's pull cancels. A point on an arm below the body can, and a spring from it pulling at most 11.7 times the load gives + − + − + exactly. The spring alone presses one wall throughout; it works by balancing the load, and only for loads within nine per cent of the one it was chosen for.
Where the shortest loops are
A tolerance stack-up goes round a loop, and every link the loop passes through is a dimension in it. Two eight-link chains with the same links, the same pins and the same number of loops can need twelve link lengths in their shortest independent set or fifteen — decided by the graph, before any dimension is chosen.
Where a length comes from
A coupler 3.5 units long is a part with two holes in it, and neither hole's position is the length. What reaches the length is only the part of each hole's error the two do not share — so a drawing that tolerances the length is describing a part nobody makes, and is out by a factor of √2 in one direction or by everything in the other.
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.
Four knobs for the root
A shift of the cutter can balance the sliding at a gear pair's two roots, but on a 17-tooth pinion driving a 51-tooth wheel both then slide at 1.96. Free both shifts and both addenda, let the centre distance go where zero backlash puts it, and keep a contact ratio of 1.2, tips a quarter of a module thick and a tenth of a module of clearance: the worse root comes down to 0.83 with shifts no larger than a module, and 0.75 without that limit — two and a half times less. Every optimum has its two roots exactly equal, runs at an operating pressure angle of 24° to 29°, and sits on its contact-ratio floor, which is what the gain is paid with.
A cam on a chain steps at every tooth
A roller chain leaves its sprocket at a radius that shrinks and recovers as each pin seats, so a chain-driven camshaft speeds up through every tooth and its angular acceleration jumps back at every seating. That puts a step into the follower's acceleration once per tooth, whatever the law — a cycloidal rise, chosen for its continuous acceleration, gets four steps inside a 120° rise on an eleven-tooth sprocket, each 0.41 of its peak. The harm falls with the tooth count, as one over it, not up as its square, and the simple harmonic law, whose peak sits where its velocity is nought, is hurt least of all.
A real road sets its own power
On a road of one sine, a wheel's overcount falls as the inverse square of its radius, and two wheels extrapolate it away. A real road is a spectrum. Over the band road standards describe, every wheel smaller than the road's tightest trough — about a metre and a half on an average road — counts the road's whole length, and its size makes no difference at all. With the texture below that band, bigger wheels do bridge more, but the overcount falls as the two-thirds power of the radius, a power the road's spectrum sets: 2(3 − w)/(5 − w) for a spectrum falling as n^−w. The inverse-square recipe removes a sixth of the error.
Twelve cables survive a slack one
A three-by-three grid braced with cables is rigid on six and never survives the loss of one while each cell holds a single cable. Let a cell hold two crossed and every one of the 262,144 fillings can be tried: none of eleven cables survives a slack one, thirty-six of twelve do, and the rule for which is a count at each row and column, two cables in and two out. That count is the whole rule on every grid narrower than four cells. At four by four it stops being enough, and a grid can meet it everywhere and still hang on a single cable.
A drum for every law
A cone drive's drums can be cut for any ratio law along the travel, not only the even proportion a machine tool wants. A crossed belt fits every law whose ratio stays positive, and one open belt fits any of them after a shave that depends only on the ratio at each station, so one table of shaves serves them all. What the law decides is everything else. Only the even proportion keeps the two drums one shape; the speed changing evenly or a fan's power changing evenly each need two different drums, 30 and 55 millimetres apart, and pack the change of speed into the slow end at three and fifty times the even law's rate.
Six things a cam drive is not
A follower that is better off offset, a flat face with no size limit, a swinging arm that improves any follower, a groove that keeps its roller on one wall, a smooth law that is gentle everywhere, and a camshaft that delivers the law it was cut to. Six things people say about cam drives, each the natural reading of something true, each answered by a number the cam essays measured. They fail the same way: each reads the cam at first order, in positions and slopes, and the drive is decided at second order, in accelerations and curvatures.
The flank that trims the root
A cycloidal disc's roots are trimmed, and its pins start standing clear, above an eccentric that was known only for one drive: 0.974 of the pin circle's radius over the pin count, for twelve pins of radius 5 on a ring of 60. The trimming is a bend. Either side of each root the flank of the pin's path curves towards the disc, and where that bend is tighter than the pin the offset folds. The bend has a closed form, so the threshold does too, √(1 − ρ²(N + 1)³/27(N − 1)) for pins of radius ρ, and it falls well below one for fat pins or many of them. On every drive measured, the classical eccentric loses contacts and lever together.
A seventh leg opens the dead yaw
Six legs can never carry a paired Gough platform across its dead yaw without passing a singular pose, because their determinant changes sign there and every path crosses nought. Seven legs make no square matrix and have no determinant to change sign. They fail only where the twist the six leave free also does no work on the seventh, a second condition that paths miss. Placed well, a seventh leg holds the platform's smallest singular value near 0.029 through the dead yaw, above the six legs' own value ten degrees off it, on every one of a hundred random paths across. What it cannot do is lift the platform further than the six's next-weakest direction allows.
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.
One cross-ratio decides the compound split
A compound power split, its variator between two shafts of a four-shaft gearset, can beat every split on a single planetary, but four real gearsets let it do so only up to a variator share of about a third. Whether teeth can do better turns on one number: the cross-ratio of the gearset's four shaft positions on its lever. A third needs 2.52 and a half 4.67. Every Simpson inside a ring of 100 teeth stops at 3.87, a share of 0.454. A Ravigneaux with large suns and 13-tooth planets reaches 5.61, a share of 0.542, and solved on its lever it passes a half. With planets of 17 teeth, neither family does.
A floating cage frees three balls and not six
A Rzeppa cage that may slide along its own normal as well as tilt has a third freedom, and counting constraints against freedoms says a six-ball joint should then lose its hold on the lag altogether. It loses nothing: a slide moves both balls of an opposite pair the same way, so it spends one ball's clearance for every one it frees, and the six-ball lag stays at 0.350 c. A three-ball joint, whose balls have no opposites, loses its bound outright, because three ball centres always lie in some plane. Offset grooves then add a second limit, set by the worst ball alone, which takes over from the cage only past an offset of about 0.35 times the tracks' play over the windows'.
A cleat set hard lets go easiest
A cam cleat on a frictionless pin is freed by a lever with no effort at all. With pin friction the lever must beat h(T − N tan γ) + ρ√(T² + N²), and since a stiff pin lets the squeeze N sit anywhere in a band, the effort is set by where in the band it sits: nought at the top, twice the pin's friction moment at the bottom. A rising load drags the cam in to the bottom, so a cleat holding the load it was set by is the hardest to free — 0.412 times the pull times the pivot's height at a lean of 10° — while one jammed hard by hand, or one whose load has eased, frees itself. Below the backward-lock lean nothing jumps in the effort. What changes is the state: the slack cleat keeps the squeeze its largest pull left.
The arm belongs to the poses
A spring from the frame can put a rocking slide's block on the alternate walls its five poses need, but only from points on an arm below the body, never from the body itself. That looked like a fact about the working load the spring was balancing, and the body's own weight, which never changes, might have moved the reachable points onto the body. It moves them nowhere. Under no load, the weight, the working load and both, the program finds the same 155 points of the body's frame, the same lightest body point and the same stiffness, and only the spring's attachment point moves. The arm belongs to the five poses. And the earlier spring's band of nine per cent on the working load was its design margin: the band grows with the spring's pull, about one unit of load per hundred of pull.
The pair a catalogue sells
A plain bearing is a cylindrical pair and a catalogue calls it a bearing. Add two thrust faces and it is a revolute pair, which is a different joint and changes every mobility count downstream. The kinematic identity of a bought part is decided by which surfaces touch, and the catalogue's word for it is not the same information.
Where the two analyses cross
Tolerance the lengths and you get one number whatever the shop does. Tolerance the holes and you get a curve, running from 1.414 times that number when nothing is shared to zero when everything is. They meet at a shared fraction of exactly one half, and the crossing does not depend on the machine, the tolerance or which length is being asked about.
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.
A helix pays for the root with face width
A spur pair's least worst-root sliding, 0.834 on a 17-tooth pinion driving a 51-tooth wheel, was bought by spending contact ratio down to the floor of 1.2 that continuity needs. A helical pair gets its continuity from the overlap along the face, so its transverse contact ratio can fall below that floor, and the root's sliding falls with it, nearly in proportion: 0.209 at a third of the contact and 0.102 at a sixth, on the pitch point's law π εα (1/z₁ + 1/z₂) / tan αw. The helix angle itself buys under a tenth. What pays is the face: the mean length of line in contact is the transverse ratio times the face, so carrying the spur pair's load on as much line at a third of the contact takes a face 2.65 times as wide.
An arm that lifts against the cam can beat a slide
A flat face on a swinging arm seemed to offer three choices: how far its pivot is from the cam, how far the face stands off the pivot, and the angle the face makes with its bracket. The angle is not a choice. A line fixed to a body turning about a pivot is fixed, up to the turning, by its distance from the pivot, so a face tilted β on a bracket c long is the face on a parallel bracket c cos β long, the same line at every instant. The real third choice is which way the arm lifts. On a symmetric programme the two ways are mirror images. On a quick rise, an arm lifting against the cam's turning needs a base circle of 6.6 to 13 where a sliding face needs 32.85, and one lifting with it needs 41 to 59, or has no convex cam at all.
Six things an indexer is not
More pins make a Geneva smoother, a finer ratchet is a more precise one, a locked wheel is a still wheel, a curved slot gives a smooth start, a cam indexer is always gentler than a Geneva, and a mechanism whose states are all in one piece can go from any of them to any other. Six things said about indexing mechanisms, each the natural reading of something true, each answered by a number the timing essays measured. They fail the same way: each judges the mechanism by its motion, and an indexer is decided at its switches — the instants a pin enters, a pawl drops or a lock takes over.
Three wheels read the road they measure
A wheel's overcount on a real road falls as a power of its radius that the road's spectrum sets, so two wheels cannot extrapolate it away without being told the power. Three can fit it. Rolled together over 150 m of a class C road textured to 1 cm, wheels of 0.3, 0.6 and 1.2 m read a power of 0.64 against the law's 2/3, read the road's class from its level, and extrapolate the distance to 2 × 10⁻⁵ where the smallest wheel alone is out by 10⁻³. The standard band's floor, which no practical wheel bridges, turns out to lie on the same law and is extrapolated with it. The method is worth five times on a smooth road and five hundred on a rough one, and near the end of the road's texture it reads the end instead.
The compound split has gearsets of its own
A compound power split depends on its gearset through one number, the cross-ratio of the four shafts on its lever, and a variator share of a half needs 4.67. Simpsons stop at 3.87 inside a ring of 100 and Ravigneaux reach it only with 13-tooth planets. Two simple planetaries can be joined into four shafts in eighteen ways, twelve of them distinct gearsets, and ten of the twelve reach a half with ordinary ring-to-sun ratios. The cross-ratio is then no longer the question. Three joins reach any cross-ratio by setting two shafts nearly together and pay with 2.7 to 4.2 times the engine's power inside, and one, carrier to ring both ways, never reaches a half. A sun-to-carrier, carrier-to-ring join builds the lever with planetaries of 26/52 and 41/71, and nothing inside it carries more than 0.80 of the engine's power.
A spare is worth what its pretension leaves
Thirty-six ways of placing twelve cables on a three-by-three grid survive a slack one, and the count at each node cannot tell them apart. Their loads can. Pretensioned at its best, every one of them takes a load of about 1.1 times its largest pretension before a cable goes slack. Lose a cable and the pull it carried is shared out elastically, and what survives is between a quarter and a four-hundredth of that. A pretension chosen for the loss instead of for the intact grid lifts the worst case: to 0.32–0.40 on the Latin squares, 0.22–0.27 when four cells are crossed, and never above 0.096 when six are. The family to build is the Latin square, and even among Latin squares three kinds of spare are not equal.
A disc cut at its threshold grows a point
A cycloidal disc's roots stay untrimmed up to an eccentric where the pin path's flank bends with the pin's own radius, and it looked as though a disc cut exactly there would have its most conformal contact, the pin and the flank sharing a curvature. It has its least. The disc's edge is the path offset inwards by the pin's radius, so where the path bends round a centre on the disc's side the edge bulges towards the pin with the path's radius less the pin's: at the threshold, a point. A line contact's pressure per unit load there rises as the inverse square root of the distance to the threshold, and the pins passing it are carrying load. Each of four drives has an eccentric of least contact stress at 0.67 to 0.80 of its threshold; cut at 0.97, the peak pressure is 9% to 80% higher for a lever 21% to 46% longer.
A tolerance shortens the drum
A cone drive's drums must be long enough that a belt never straddles too large a change of ratio across its own width, so a demanded speed law sets the drums' length through its steepest point. Allowed to deliver speeds within a tolerance of the demand, a law's least steep version is a taut string through a tube: the demanded law with its steep end capped, exact everywhere else. Softening the speed law by 11% shortens its drums from 884 mm to 547, where the even proportion needs 300, and leaves it exact over three quarters of the travel. What softening never does, at any tolerance a designer would accept, is turn the law into the even proportion: that needs 52% for the speed law and 165% for a fan's.
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.
A tight groove leans on one ball
A six-ball Rzeppa joint's free play is set by the tighter of its cage and its offset grooves, and the two limits look alike from outside. They are not alike once the play is taken up. With every contact made a spring of the same stiffness and the joint twisted past its free lag, a joint whose cage binds spreads the first load across four to six balls' worth and, a third of a window clearance on, gives every ball between 0.17 and 0.19 of it. A joint whose grooves bind puts the first load on one ball alone over most of a ball pitch, and two clearances on it still spreads it over fewer than six. At the same torque its hardest-pressed ball carries 1.5 to 3.0 times the caged joint's. Tightening the tracks to cut the play buys the play with uneven loading.
A straight move ends at a stop
A six-joint arm asked to move its tool in a straight line at a fixed orientation keeps the posture it starts in, because changing posture means passing a singularity. Followed from three hundred random poses inside the arm's joint stops, in random directions, the starting posture carries the tool a median of 19.5 cm. Half the moves end at a joint stop, two in five where the arm stretches straight and its posture runs out, and three in a hundred near the wrist singularity, the one the literature on straight-line moves is about. The best of the arm's other usable postures would have gone a median of 34.5 cm, and in a third of the moves it would have gone further. On the way, an earlier count of how many postures an arm can hold was found to be reading its base angle a turn out.
A constant pull holds the band for less
A spring with free length was the obvious way to make the rocking slide's spring cheaper, and it does nothing: offered one, the lightest design takes none, at every arm point tried. The spring's law never mattered to where it may hang, because the walls depend only on which side of each crank pin the spring's line passes, and that cuts the attachment points to a polygon whatever the spring is. What the law decides is the price. Three poses bind at the lightest attachment point, and a spring whose tension follows its length must pay for the longest of them. A pull that is the same at every pose pays for none of them, and holds the band from nought to the design load for 44.6 units against 52.0. Designing for the band directly halves the hundred units the earlier essay read off by scaling.
A cleat on a swinging pin has two leans
Carry a cam cleat's pin on a sprung link and, while the pin holds, cam and link turn together about the link's pivot: a second cam, frictionless, whose squeeze per unit pull is the cot of its own lean softened by the spring against the rope. A rising load is met at the pin's edge and a falling one at the link's, so a slack cleat keeps only what the link falls short of the edge — 12.5 times the pull on a fixed pin at 2°, 6.3 on a link at half the edge, nothing on a link at the edge itself. Nothing in it depends on the load's size: every force doubles with the pull.
The same part, dimensioned twice
Three holes, one process, two drawings. Dimensioned as a chain the errors accumulate and the span is ±0.0141; dimensioned from a baseline the span is ±0.0100 and the gap between the second and third holes is ±0.0141. Exactly √2 apart, in opposite places, and nothing about the part or the process decides which — the drawing does.
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.
The face carries the least line
A helical pair that gives up transverse contact to cut its root's sliding was priced by the face it needs to carry the spur optimum's mean length of contact line: 2.65 times as wide, at a third of the contact on a 30° helix. But the length in contact swings through every base pitch and the peak load stands on its least value. That least has a closed form in the fractional parts of the two contact ratios, exact against the swept field to 10⁻¹³. The spur optimum's own least is its face, a sixth below its mean, so least against least the factor is 2.21 when the overlap ratio is a whole number. Real faces land between whole numbers and need 2.21 to 2.87 times the spur's, 2.39 on a spur face of ten modules, and above 2.65 only on faces under ten. And a steeper helix is not always more line: at a fixed face, raising the overlap ratio from 1 to 1.5 takes a third of the least line away.
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.
A load reads the road a radius cannot
Press a tyre harder and its contact patch grows, and a patch averages the road where a rigid wheel rides its peaks. Averaging is linear, so the overcount it leaves falls as the patch's first power and scales with the road's roughness in exact proportion, not as the two-thirds power three wheel sizes read. One 0.3 m tyre at deflections of 3, 9 and 27 mm fits that law and extrapolates the distance to 3 × 10⁻⁷ on a smooth road and 6 × 10⁻⁶ on an average one, against 2 × 10⁻⁵ for three rigid wheels. On the roughest roads its lightest patch lifts off in places, and it does worse than they do.
A grid that loses two crosses every cell
To stay rigid when any two of its cables go slack, a cable-braced grid needs three arrows into and out of every row and column of cells. On three by three that is eighteen cables, both diagonals of every cell, and no placement of seventeen survives. On four by four it leaves 576 placements of 24, and for once the count is the whole rule. Pretensioned for the intact grid, 570 of them lose a cable outright to some pair of losses. Pretensioned for the pairs, all of them keep something, and the bracings with no empty cell keep the most, up to 0.198 of the largest pretension.
A cam moves the law off the drums
A cone drive cut for a steep speed law needs long drums, because a belt cannot straddle a steep change of ratio across its own width. Cut the drums for the even proportion instead and let a cam between the handwheel and the belt fork place the belt, and every law runs on the same 300 mm. The steepness does not go away. The cam's groove is steeper than the even groove by exactly the factor the law's own drum was longer, 2.95 for the speed law and 44.7 for a fan's, and it is paid in handwheel turns instead of drum: six turns for the speed law against 884 mm of drum, and a fan law that needed thirteen metres becomes buildable.
A V pressed onto its nose has a window
A V of two faces holds a four-bar's coupler both ways and returns it, as long as each face is aimed off the coupler's pole by more than the friction angle. Squeeze the nose between both faces and two different things can happen. A rigid V cut a hundred-thousandth tight cannot lock, because the crank moves the nose across the V and never into it; it only stops short of home, inside a dead band that is μ/tan ψ of the play an equally loose fit would leave. A V pressed on by a spring, as a detent is, rides back along its own axis, and that is the direction a wedge locks in. It returns from an aim of arctan μ at the contact and locks at 90° less arctan μ about its axis, so its aim has a window, and the V that is most nearly reversible inside it is a right angle.
The winning join is a gearbox too
The sun–carrier, carrier–ring join of two simple planetaries builds a compound power split's half-share lever with ordinary teeth. Locked out of the split and given clutches and brakes, the same four shafts give five forward ratios below the split's range, from 2.73 to direct drive, and an overdrive of 3 above it. The two gears that brake a variator shaft sit 1.76 and 1.74 outside the split's ends, and three gearsets with the same cross-ratio put them at the same steps. Its planets space evenly, three and four to a set, and its meshes lose 0.41% of the engine's power along the split where the Ravigneaux that builds the same lever loses 1.01%. What none of these gearsets gives, with the output where the split needs it, is a usable reverse.
Two stations share a cut when they hand over together
A cam machine's region test needs one cut of its drive for every time its shared ground changes hands. A cell with two work stations has two pieces of shared ground, each with its own handovers, and a single cut can serve both if it falls when both stations stand empty. So the cell needs somewhere between its busier station's count and the two stations' sum, and its cams decide where. Out of step, a press-and-transfer cell needs four cuts; with the same tools and strokes put in step, two. The transfer arm that carries the part between stations makes one shared cut for free, because while it swings it is at neither.
A relief is sized for one torque
A cycloidal disc cut near its trimming threshold has long levers and a point on each flank, where the pins carrying most of the load press hardest. Relieving the edge a little near the flanks can take most of that point away. On a twelve-pin drive at 0.97 of its threshold, a relief 0.01 deep spread across a radian either side of each flank lowers the peak contact pressure by a quarter and keeps every lever, to within 7% of the disc cut at its least-stress eccentric, whose levers are a fifth shorter. The relief does it by unloading the flank, not by reshaping it, so its depth must be the contact's own approach at the design torque. At a quarter of that torque it is worse than no relief at all, and a relief of hundredths of the pin's radius, which is what was expected to work, takes pins out of the load.
A tight cage spreads the load until the tracks join in
A Rzeppa joint whose offset grooves set its play loads one ball first, and at equal torque its hardest-pressed ball carries up to three times a joint whose cage sets the play. Tighten the cage's windows below 0.559 of the track play and the cage becomes the limit at every input angle: the first load spreads over 3.6 balls' worth or more everywhere, the play falls, and at low torque the worst ball carries no more than a caged joint's. The cage does not stay in charge. Once the twist reaches the gap between the two limits the tracks engage, unevenly, and the worst ball climbs back towards the untightened joint's. A tighter cage widens the gap and pushes that torque up, so the windows' clearance is a choice about the torque at which even loading should end.
A seventh joint cannot move the elbow
A seven-joint arm can change its shape while its tool stands still, and on a straight move that freedom can be spent keeping its joints off their stops. Spent that way, it lengthens the median move from 23.3 cm to 33.3 cm, against the same arm with its extra joint locked. But the gain is all or nothing. Half the moves a stop used to end gain under a tenth, and a quarter gain more than two and a half times. One stop it never gets round: the elbow's, whose angle is set by the distance from shoulder to wrist and is the same, to 10⁻¹⁵ rad, whatever the other joints do. Nor does it ever reach past the edge of the arm's reach.
Six things a balancing spring is not
More springs share the load, a spring that must push wants a compression spring, a stiffer spring balances better, a refitted stiffness repairs a free length, least squares finds the balance, and the best spring is one of no free length. Six things said about springs that balance a mechanism, each the natural reading of something true, each answered by a number the essays on the desk lamp and the rocking slide measured. They fail the same way. Each treats the spring as the thing to be sized, and a balance is decided first by where the spring is hung and how its error is judged.
A wheel held by its slots needs three pins
A steered pin can hold a Geneva's wheel by running along a resting slot, but every pin is in some slot for exactly the crank pin's window, 180° less 360°/n of every turn, because it can leave a slot only by the mouth it will reach. Two windows of less than half a turn can never cover a turn, so two pins cannot hold a wheel without its disc at any slot count. Three can, on six slots and more, and four on four. At the Geneva's own share of index to dwell the index is no harder than the crank pin's, and the slots hold the wheel tighter than any lock in the field. The disc's work moves to the steering cam: on a run the cam's pressure angle is the run's own angle, and the six-slot drive's runs are 40°.
Where the boundary moved
An earlier essay drew a line around what the essays here compute and listed one thing on the far side as a gap rather than a boundary: interference between links, which needed no new physics, only a body and a test. Here is what that turned out to cost and what it turned out to open.
Which feature to hold tight
A budget divided between four lengths in inverse proportion to their sensitivities gives one answer. The same budget divided between the features those lengths are derived from gives the same answer exactly — unless the parts are made differently, in which case the tightest tolerance moves from the rocker to the crank and the frame's loosens by a factor of two.
A push turns back at the crossing
Dixon's framework as built has play enough to go on past its first crossing onto either family, and the question left open was which one a push on B₂ chooses: the family whose self-stress is cheaper, or something else. Neither. Dixon's own formula says that near the crossing every joint but W₂ moves as the square of the distance along the motion, so the push is at a fold there on both sides, and no push can carry the framework through. Ten frameworks as built, pushed to their turning point and pulled back, all retrace, including the two that are cheaper beyond. Driven instead by W₂'s side of the black line, all ten go through, needing exactly the worst price on their path, and the price is continuous through the crossing.
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.
The least line carries the root
A helical pair's length of contact line swings through every base pitch, and the peak load stands on its least value. The roots, where the sliding is worst, sit at the two ends of the path of contact. The share of the load carried there swings too, and in the limit of a thin root band it reaches its peak while the line in contact is least: half as much again as an even share at overlap ratios just above one, a quarter above two, a sixth above three. A whole-number overlap ratio removes both swings at once. So the overlap that makes the least line largest is also the one that spreads the root's load evenly, and a face sized on the least line alone understates the root's worst moment by the root's own swing.
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.
A drive that goes round is an angle
Dixon's framework moves round a loop through four crossings, and a push on B₂ folds at two of them while a drive on W₂'s side folds at the other two. A lever moving both was proposed as the drive that would go all the way round. It cannot, and no drive that is one number read off the joints can: round the whole loop B₂ and W₂ sit at √2 cos ψ and √2 sin ψ on their two lines, the ends of a trammel bar, so the loop is a circle and every such number has a top and a bottom on it. A lever only moves its two folds off the crossings. What goes round is an angle. Four of the framework's eighteen joint angles turn once as it goes once round, never stopping, and a motor at W₂ takes ten frameworks as built all the way round at the worst price on the loop — 1.00 to 1.46 times their worst crossing — after which every turn repeats the first.
Fit every extra slide at one pose
A double slider's extra slide, turned slightly wrong, leaves its block free in a band of the slide centred on the point it was turned about, and the rod free in windows where the pin passes through that band. Turned about the crossing, a third and an opposite fourth block have their windows a quarter of a turn apart and lock the rod from 0.0066 rad. Set each slide through its own pin at one common pose of the rod and every error becomes a turn about the place its pin has then, so every window contains that pose and the rod can never lock, with two blocks or six. Each slide pivoted where it alone is freest does better while the errors are small and locks from between 0.02 and 0.05 rad, where the common pose 45° from either crossing comes within a tenth of the best pivots there are.
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.
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.
A calibration is a synthesis with more equations
The site's second field prescribes three input–output pairs and solves a 3 × 3 linear system for a linkage. This one measures thirty pairs and solves the same system in the least-squares sense. Same matrix, same coefficients, same closed form — and the only structural difference produces every question this field is about.
Two instruments disagree about the worst
A protractor recovers three of a four-bar's parameters at a condition number of 5.2. A coordinate machine recovers six at 162. Neither number says which parameter is worst recovered, and when both are asked, they name different ones — because a condition number is a summary of a list and the list is what a report needs.
What a model is allowed to change
Before a calibration runs, somebody decides which numbers it may move. Leave one out and the fit absorbs it into the others; put one in that the instrument cannot see and the fit returns whatever the damping preferred. Both decisions are made before any measurement, both are checkable in advance, and neither is usually checked.
194 essays in 2 parts: part 1 · part 2