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CHAPTER
5
AN INTRODUCTION
TO THE
SYNTHESIS
OF
FOUR BAR
MECHANISMS
5.1
Introduction
This
chapter
is
concerned
with
the synthesis or design
of
four
bar
mechanisms.
That
is, given
a desired
movement design the
four
bar
mechanism
that provides
that
movement. We
start this kinematic
synthesis with
a neecl
to
provide
some
motion,
not
a mechanism.
Our goal
is
to
find the mechanism that
meets
our needs.
This
is very
different
from
the
analysis tasks
discussed
in
the previous
three chapters
where
we
were given
the
mechanism,
and
asked
to
find
positions,
velocities
and
accelerations
of
parts
of the
mechanism.
There
are
several
stages
in
the general synthesis
or
design
process. We
are
starting
with
a need
to
provide
a motion. However,
considerable
effort may
have
been
made
by the designer
prior
to
this
stage
to define the
overall
system
in
which
a four
bar
mechanism
may be
only
one
part.
Given
a need to
provide
a
particular
motion,
it is
important
to consider
the
means
that
mav
be used
to
provide
that
motion.
Clearly,
a
four bar
mechanism
is not the
only
means
at
our
disposal
for
providing
a
specified
motion.
Recalling
the back
hoe
shovel
discussed
in
Chapter
1., the
four
bar
function
generator
served
to rotate
the
shovel.
Other
means could
have
been
used
for
that
task
including
elechic
or
hydraulic motors that produce
a
rotational
output
directly.
Using
such
clevices
would
eliminate
the need
for
a
four
bar
mechanism.
The
designer
had
to
choose
between
these
and
manv other options, but decided
after
consideration
of
multiple
factors
that
a
four
mechanism
driven
by a
hydraulic
cylinder
was
the
preferable
means
for
providing
the motion
of the
shovel.
Some
of
the
factors
which
entered
into
this
decision
making
process
may
have been
cost,
maintenance,
reliabilitv
and the
available
power sources.
Choosing
between
alternatives
is
an
important
parf
of the
engineering
design
process. In
kinematic
synthesis
this
particular
decision
making
process
is
sometimes
referred
to as type
synthesis
(ref).
While
this
has
been
a
somewhat
qualitative
process,
some relatively
recent
efforts
have
been
made
to
make
this process
more
quantitative.
For our purposes,
we
will
accept
that the
clesirecl
means of
providing
a
motion
is through a
four bar mechanism.
Thus,
we
will
concentrate
on
finding
the
four
bar mechanism
that suits
our
needs.
This
process
is
sometimes
referred to
as
climensional
synthesis (re0.
5.2
Classification
of
Synthesis
Tasks
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In
Chapter
1
u.e saw
that
mechanisms may be designed
for different
purposes.
The
mechanism
that
drove the
back
hoe
shovel
was called
a
function
generator.
In
this
case
the
mechanism
is
designecl
to
provide
a
coordinated
motion
between
the
input
and
output
links.
This
motion
is coordinated
by
a
mathematical
function
of
one
variable.
The
mechanism
shown
in
Figure
5.1
is an
example
of
another
use
of a
function generator.
This mechanism
is
used
to control
the
air-fuel
mixfure
in
a
furnace.
In
this
case
it
was
important
to
maintain
a
linear
relationship
between
the
air
and
fuel
content
such
that when
the fuel
supply
decreased
toward zero
the
air
supply
also decreased
toward
zero. Thus,
this
mechanism
expresses
a
linear functional
relationship
with
a
zero
"y
intercept"
between
the rotation
of
the shafts
attached
to
the
input
and
output
links.
However,
it
was
also necessarv
to
provide
a
family
of straight
lines
through
the
origin
of the
fuel
air relationship to
account
for
different
operating
conditions.
To
provide
this linear
relationship,
over
a
range
of conditions,
this
particular
mechanism
was
made adjustable:
pneumatic
cylinders
in
the
coupler
and
output
links could
be
used to
change
the
link
lengths
to
maintain
the desired
functional
relationship.
Another example
of a
function
generator
is a
door
closer
(Figure
5.2). Here
the rotation
of the door
is
to
be controlled,
and
the door
is a
link
which
is
attached
to
the
frame.
In
each
of
these
examples
the
mechanism
is
designed
to
meet
is some
specified
relationship
between the rotation
of the
input and
output
links.
The
front
loader
discussed
in
Chapter
1
is
an
example
of a
motion
generating,
or
rigid
boclv guidance
mechanism.
This
mechanism
was designed
to produce
a
specified
rigid
bodv
motion
of the
coupler
link. In
some
automobiles
the
windshield
wiper is attached
to the
coupler
link
of
a four
bar
rigid
body
guidance
mechanism
(Figure
5.3).
Such
a mechanism
allows
the
wiper
to
clear
a larger
area
of
the
windshield
than
would
be possible
if
the
blacle
was
rigidly
attached
to
a single
rotating
arm.
In
each
of
these
motion
synthesis
mechanisms
the angular
rotation
of
the
coupler
as well
as
the
displacement
of a
point
on
the coupler
was
specified
bv the
designer.
Specif,ving these
three variables
fullv
locates
a
rigid
body
in
a
plane,
a,ncl
hence
the
name
rigid
body
guidance.
If
only the displacement
of a
point
on
the coupler
is
specified
in
a desigry
then
the
design
task
is
known
as
path
svnthesis.
Some
common
paths
for
which
mechanisms
have
been
designed
are straight
line
and circular
segments,
but
the
clesign
process
is
not
limited
to
these
paths.
Some well
known
straight
line
path
generating
mechanisms
are
shown
in
Figure
5.4.
It
is
important
to realize
that
manv
other types
of mechanical
svstems
can
produce
shaight line
motion
such
as
the.utu-follo*"i
t.
rack
and
pinion
shown
in
Figure
5.5.
One feafure that
distinguishes
four
bar
mechanisms
is that
the
driving
stroke
(the
specified path
of a
point on
the
coupler)
and
refurn
stroke
are
nof
in
general, the
same. This
is
a
useful
feafure
in
systems
such
as
the
film
advance
mechanism
shown
if
Figure
5.6.
The
point
P
on
the coupler
develops
straight
line
motion
for
the
driving
stroke
fram
,\
to
,\ butit
then
clears
the
film
for
the
return
skoke,
4
to
4
to
4.
8/11/2019 4 Bar Mechanisms
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5.3
Rotation
of
a
Vector
-
The
Rigid
Body
Rotation
Matrix
The
analytical
methods
of kinematic
svnthesis, to
be developed
in
the next
few
sections,
will
require
that we
have
some means
for expressing
the vector
that
results
from
the
rotation
of a
given vector about
a
specified
axis.
For
our
purposes,
the
vector to
be
rotated
represents
a link
in a
mechanism,
although
the methods
we
will
use
may
be
applied
to
any
vector. Since
we are
sfudving planar
mechanisms,
we
will
sfucly the
rotation
of
a
vector
in a
plane.
In
Chapter
9 these
ideas
will
we
generalized
to three
dimensional motion.
As shown
in Figure
5.7 a
vector r
in
the xy plane
has
components
r,=rCoSQ
(5.1)
and
r,
=
rsitlS
(5.2)
where
r is the
magnifude
of
the vector
r.
Note
that the
tail
of this
vector
passes
through
the
origin
of
the
xv coordinate
system.
Rotating
this vector
about
the
z
axis
by an angle
@
produces
a
new vector
r'.
The components
of r'
are
given
bv
r'= r'cos(0 +
0)i
+
r'sin(g
+
0)i
(5.3)
where
r' is the
magnifude
of the vector
r'.
The magnitudes
of
the vectors
r
and
r'are,
however,
equal
since
t'
was
produced by
a rotation of
r. Using
the fact
that
lr
I
=
lr'l
and the
trigonometric
identities
for
the
sine
and
cosine
of sums
of angles,
Equation
(5.3)
may
be
rewritten
as
1'=
dcosg
cos0
-
sing
sinO)i +
r(sing
cose + sino
cosg)
'
(5'4)
Recalling
the expressions
for
r,
and
r,
from
Equations
(5.1)
ancl
(5.2)
we
can
write the
above
expression
for
the vector
r'
in
terms of
the vector
r
as
r'=
(4
cose
-
I
sinO)i +
(4sine+ cose)j
(s.s)
8/11/2019 4 Bar Mechanisms
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Recognizing
that the components
of
r'are
linearly
related to the
components of r,
this
expression
can also be
written
in matrix
form
as
or
[r']= [n][r]
$.n
The
matrix
[R]
is
known
as
the
planar rigid
body
rotation
matrix.
It
is
an
operator
which
transforms
the
vector
r into
the vector
r'.
It
is
important
to recognize that
this
expression was
derived for
the rotaUon
of
a
vector passing
through
the
origin
of
a
coordinate
system,
and
that the
axis of rotation
also
passed
through
the
origin
of the
coordinate system.
The
matrix
[R]
has some
interesting
properties.
The inverse
of
this
matrix
is equal
to
its
transpose
[n]'=
[n]-'
(s.8)
While
this
can be
proved
rigorously,
it can also
be seen by
simply
multiplying
[R]
by
its
transpose and
observing that
the
result
is the
identity matrix.
It
can also be
shown
that the determinant
of
[R]
is
always
+1.
This is
known
as
a
proper transformation
since
it represents
an acceptable
rigid
body
motion
(ref).
In
a homework problem
it
will be
demonstrated that
a
determinant
of
-1
corresponds to
kinematically
impossible,
or
improper motion
of a
rigid body: furning
it
inside
out
EXAMPLE
5.1:
Find the vector
that
results
from
a rotation
of
the vector r
=
10i by'135,
180,
and
270 degrees
about
the
z axis.
Before
proceeding to the solution given below,
which
makes
use
of the rotation
matrix, you
should
first
solve this problem
geometricallv.
['',.l_
fcos0
-sinel[rl
L'',1
-
|
sine
cose
l[r,J
For
a 135 degree
rotation
8/11/2019 4 Bar Mechanisms
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For
a 180 clegree rotation
r'
r
=
[T;l,';;i,:li;;i][';]
=
ll
I)
,-r,',
-
fcos(180)
L r
I
sin(180)
h'r
=
l:ftTi
":l #i][';]
=
[
?,]
-sin(raoll[tol
=
[-1ol
cos(rsoilloj
L
o
I
For
a 270 degree
rotation
5.4
Kinematic Inversion
The concept
of kinematic
inversion
is
important for
the understanding of
graphical
techniques of kinematic
synthesis
as
well
as
many
other aspects of
kinematics.
Given
a
mechanism, its inversion
is
created
by
allowing
the
ground
link
to
be
mobile, and
letting
any
other
link
be
attached
to the
frame.
This is
illustrated in
Figures
5.8a
and
5.9a,
where the
mechanism in
Figure
5.8a
is inverted
in
Figure
5.9bby letting
the
coupler be the
ground
link.
A
sequence
of positions
for
the initial and inverted
mechanism
are
shown
in
Figures
5.8a-c
and 5.9a-c.
These
positions
were
chosen such
that the angle between
links
Qr{
and
were
the
same
in
both mechanisms.
It
is
important
to realize that
in
these two
mechanisms
aII
relahve motions are the same.
Thus,
@,
=
0,
,
@,
=
$r,
@,
=
0,
and Oo
=
$0.
The
equivalence
of relative
motions is
not
limited to angular positions.
Distances
between specified
points are
also
the
same
in
both mechanism.
For example,
AO,
=
A'Q,
BO,
=
B'Q
and
PQ
=
PO,
etc. The
equivalence of
these
and
other distances
in
both
mechanisms
can
be
verified
by
making
measurements on the figures.
5.5 General
Characteristics
of Mechanism
Synthesis
A
review
of the literafure would
show that
a
large number
of
methods have
been
developed
for
the
synthesis
of
four
bar mechanisms.
These
include both graphical
8/11/2019 4 Bar Mechanisms
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and analytical
methods.
Graphical methods
are
of interest
since
they
illustrate
some
of the basic
concepts of
mechanism
synthesis. Graphical
methods
for
svnthesizing
motion,
path anci
function
generator mechanisms
will
be
illustrated
beiow. Whil;
graphical
methods
have
been
generally replaced by
analytical
methods,
programmable
computer aided
drafting
svstems
have
made the graphical
approach
a
viable
alternative
to analvtical
methods.
Using
CAD
programmed
graphical
methods
it is sometimes
possible
to
see
how a
mechanism may
be
modified to
improve the
motion
that
it produces
(ref).
In addition
to the graphical
solutiory
one,
generally
applicable analytical
approach
will
also be
developed
for
motion, path
and
function
synthesis.
This
basic
approach
is based on a vectorization
of
methods
often
implemented
using
complex numbers to represent planar
vectors
(refs).
We will design
mechanisms to
provide
a
specified
movement.
However,
the
contirut.ous
desired
movement
is
not
specified
in
the
design. Rather,
selected
positions
are
specified,
and
the mechanism is
designed to
conform
to
these positions.
In
between
these
positions,
the
motion
produced by the
mechanism
may
not
fit
the
specified
motion.
5.5 Motion
Synthesis
We
will begin the
sfudy of specific methods of
four bar mechanism
synthesis
by
considering
motion synthesis
or rigid bodv
guidance.
In
this
case
we want
to proiuce
a specifiecl
rigid
body
motion
of an object
which
is attached
to the
coupler of
the
four
bar mechanism.
Three
positions
of a desired rigid body
motion
are
shown
in Figure
5.10.
Clearlv,
the
desired motion
is continuous,
and includes positions
between
those
shown,
but
the synthesis
will
be based on
just
these
three positions
known
as
accuracv
points
or
precision
points.
While
this may
appear to
be an
arbitrary
choice,
we
will
see
that
the
number
of accuracy
points
has
a
profound influence on the
solution procedure
used
to
size
the
links
in
our
design. We
will
develop both
graphical
and analytical
methods
for
synthesizing
four
bar
mechanisms.
5.6a Motion
Synthesis
- Graphical Method
In all
of
the
graphical
solutions, subscripts
1,2
and
3 will
be used to
denote
the
location
of a
point
in
the
firsf
second
and
third
accuracy
point.
If
a
subscript
is
not
assigned
to a
point
then
it
refers to the
first
accuracy
position, that
is,
A
has
the
same
meaning
as
4.
We
will
start
the
graphical
construction
by assigning
locations
of the
moving pivots
8/11/2019 4 Bar Mechanisms
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A and
B
on the coupler link
as
shown
in
Figure
5.11.
This choice
of
locations
for
A
and
B
was
arbitrarv.
The ground
pivots,
Q
and
Q
are
the
centers
of the circles haced
by points
A
and
B
respectively.
To
find these
centers we
construct the
perpendicular
bisectors of the lines
ArA,
and
ArAr.
The ground
pivot
Q
is located
at
the intersection
of
these
two
bisectors:
a
point
equidistant from
4,
4
and
4.
Similarly,
the
ground
pivot
Q
is located
at
the intersection
of the
perpendicular bisectors
of
B,B,
and
BrB..
We have
now
svnthesized
a
four
bar mechanism,
qABq,
that
will
transport its
coupler
through
the three specified positions.
This graphical synthesis procedure
is
now
summarized
in
the following
steps:
1.
Pick three positions
in
the
rigid
body motion
that
r,r'ill
be
used
as
accuracy
positions.
2.
Assign locations to
the moving
pivots
A
and
B
as in Figure 5.10.
3.
Construct the perpendicular
bisector
of ArA, and
At,\.
The intersection
of
these
bisectors
determines the location of
the
fixed
pivot
Q.
4. Construct the perpendicular bisector
of
BrB,
and
BrBr. The intersection of
these
bisectors determines the location of the
fixed
pivot
Q.
5.
Compare the
mechanism characteristics
with design specifications
such
as the
overall
rigid
body
motion
and
the transmission
angle. Redesign
the
mechanism
as
needed bv modifiiing
the free
choices.
However,
there
is no guarantee that this mechanism
will
suit
all
of
the designers
specifications. The mechanism
only
reproduces the
specified
accuracy
positions.
The
motion
of
the
coupler link,
between
the specified
positions,
may not
be
acceptable.
It
is
also
possible
that the
ground
pivots
may fall in
unacceptable
locations
on the
frame,
the
input
and
output
links
may
sweep over
an
unacceptable
region
of the
frame, the
transmission
angle
mav not
be acceptable
at
some
mechanism
positions
or that
the
overall
mechanism
mobility
may not
be
compatible
with
the designers
need.
For
example,
the designer
may need
a crank
and rocker mechanism,
but the
svnthesis
procedure
may
have
vielded
a drag link mechanism.
While
there
mav
be
many
potential
problems with
the mechanjsm we have svnthesized,
there
are an infinite
number
of mechanism
that
can be found
to produce
the specified
motion
when
three
positions
are
given.
We
can
begin to
identifu
other mechanisms by recalling
that
the locations
of the
moving
pivots,
A and
B,
rvere
arbitrary.
Placing
one
or both of
these
moving pivots
at
a
different location
on the coupler
will
produce a
different mechanism.
It
is
important
to recognize
that
the
moving
pivots may be
placed
anywhere
in
space
as long
as they
8/11/2019 4 Bar Mechanisms
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are atbached
to the part whose
motion we
are
tr"ving to
produce.
Another
mechanism
synthesized to produce
the
motion
shown
in
Figure
5.11 is
shown
in
Figure
5.12.
Note
that
in
Figure
5.12
extensions were
added
to the
moving
link
to
provide
locations
for
the
moving
pivots,
but
the
motion
of the
moving
link was
not changed.
If
this second
mechanism
is
still not
acceptable
we
can
relocate
the
moving
pivots
and svnthesize
yet
another
mechanism.
In searching
for different
mechanisms, the
designer
is
making
use
of
"free
choices",
that is the freedom to position the moving
pivots to produce
an
acceptable
mechanism.
The fact
that
we have
these
free
choices,
or
free variables,
at
our
disposal
in
the synthesis
process,
implies that
there
are an
infinite
number
of
mechanisms
that
can
be
designed to
produce
a
prescribed
motion,
at least
when
the
design is
based
on three
accuracv
points.
5.6b
Motion
Synthesis -
Analytical
Methods
Motion
synthesis
is concerned
with
the design
of
a
mechanism
to produce
a
specifiecl
rigicl body
motion of the coupler
link.
As
such, the clisplacement
of
a
point
on
the
coupler,
and the
rotation
of the coupler
are
specified. The
analytical approach
to
motion
synthesis is
based
on
a
vector
loop equation around
the mechanism
in
groups of
two
of its accuracy
points
as shown
in
Figure 5.13.
Writing the
vector
loop
equation
from
Q
to
Q
over mechanism in
position
one
and back
to
Q
over the
mechanism
in
the
k-th
position
vielcls:
p+q-
s-r+rr
+sr
-Qr
-P,
=
0
From
Figure
5.13
we
can see that
P+q-9r
-Pr
-
-dr
and
-f-S+Sr+f*=d*
(s.e)
where
d*
is the displacement
of
a
point
on the coupler.
Comparing
Equations
(5.9), (5.10)
and
(5.11)
we see that
the loop equation
may
be
satisfied
by satisfying
Equations
(5.10)
and
(5.11)
individually.
In
terms of
the
synthesis,
this
means
that
we
can
find
the vectors
p
and
q
independent of
the vectors
r
and s. This
mav not be too
surprising
given our experience
with
the
graphical
approach
where
we determined the
input
and
ouQut links
based
only
on
their
respective
moving pivot
locations.
That is, the
position
of
the
moving
pivot
A,
determined
Q,but
had no effect on the
position
of
q.
(s.10)
(s.11)
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We
will develop
the solution of the synthesis equations
for
the vectors
p
and
q
from
Equation
(5.10).
The solution for
r
and
s from
Equation
(5.11)
will
be exactly
the
same
as that
for
p
and q. The
vectors
p*
and
q*
in
Equation
(5.10)
are related
to
p and
q
by
a
simple
rotation
lp*l=
lP-l[p]
[q*]= iq-liql
(5.12)
and
where
[4]
and
iQ*]
u..
the rotation
matrices defined
in Equation
(5.6).
Substituting
Equations
(5.12)
and
(5.13)
into
Equation
(5.10)
leads
to
lP-
-
tl[p]+
[e*
-
r]lql
=
lo-l
(5.13)
(s.14)
where
[t]
is tne
identity
mahix.
This is
an equation
in
the
unknown
link
vecto.s
[p]
and
[q]
and the
rotation matrices
[4]
anct
[q*].
fnis
is
the
fundamental
equation
of
kinematic
synthesis.
We
will
see
that the equations
for
path
and
function
synthesis
are
of
the same
form.
Before
beginning
to develop the solution
procedure, it
must
be
recognized
that
Equation
(5.14)
relates the
frst
and k-th accuracy
points
of the
mechanism.
If we
are
synthesizing
a
mechanism
by specifying
three
positions
then we
have two
equations
of the
form of
(5.14),
one which
relates the
frst
and second
positions,
and
one which
relates
the
first
and
third
positions.
We
will
concentrate
on
the solution
for
the
three
position
case.
Our
goal, now, is to develop
an
approach
for
solving
this
equation.
Using
Equation
(5.6)
we
can
explicitly
write
the rotation
matrices
ffr]
ana
ffr]
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lRl
=
fcosO,
-sinO,-l
L
zr
I
sin@, cosO,
]
lcoso^
-sino^l
LP,l
=
[rino,
coso;J
where
the angles
@,
and
@,
are
the rotations
of
the
input link,
p,
from the
first
acflrracy
point
to the
second,
and
from
the
first
accuracy
point
to the third.
These
angles are unknown.
Similarly,
the
matrices
[Qr]
u"a
[Q,]
ur"
where the angles
S,
and
0,
are the coupler
rotations
when
moving
from
the
first to the
second
mechanism
positions and
from
the
first
to
the
third
positions.
These angles
are
known:
they
are
specified
by
the designer
since
this
is
motion
synthesis.
We
can
now
summarize the equations and the
known
and
unknown
quantities
in
these
equations.
For three
position synthesis we have
two planm vector
equations
of
the
form
of
(5.1a).
One
for
the displacement of the mechanism
from
accuracy
point
one
to
accuracy
point two
lP,
-
tl[p]+
[e,
-
t]lql
=
lo,l
(s.17a)
and one
for
the
displacement of the mechanism
from
accuracy
point
one
to accuracy
point
three
[P,
-
r][p]
+
fe,
-
tl[q]
=
lo,l
(5.18b)
These
two vector equations
represent
four scalar
equations.
The
known
quantities
are
re,r=[:TJ;
":iJ;]
re,r=
[::;f;
":i,l,]
l0
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the displacement
vectors
d,
and
d,
of
a
specified point
on the coupler
and
the
rotations
$,
and
$,
of the
coupler.
The
unknown
quantities
are
the vectors
p
and
q
and
the
rotations
O,
and O,
of the
input
link.
These are
six
scalar
unknowns
which
must satisfy the
four
scalar
equations
resulting from
(5.17a)
and
(5.17b).
This
seemingly
awkward
sifuation,
more unknowns
than equations,
has a
simple
resolution: we arbitrarily
assign
values to
two
scalar
unknowns.
Again, this sifuation
should not be
surprising
based
on
our experience
with
the
graphical solution
to
motion
synthesis. We saw that
the designer
was
free
to
position each
moving pivot
on
the coupler,
which
resulted
in
an infinite
number
of possible mechanisms.
In
the
analytical solution we
also see
that
there is
an infinite number
of solutions: this is the
implication
of having
more
unknowns
than equations.
However,
as
we
will
now
see,
the nafure
of the
analytical
solution
will
depend
on
which
variables
we
assign.
If
we assign anv
two scalar
components
of the
vectors
p
and
e,
for example
pr,
and
4r,,
then
the variables
p*
Q,r,
@,
and
O,
will
be
unknown.
Equations
(5.17a)
and
(5.17b)
can
then
be
solved
for these
variables.
However,
these
equations are nonlinear
in
the angles
@,
and
@r,
and
a
nonlinear, numerical, solution
algorithm
such
as
the
Newton-Raphson method
would
have
to
be
used. Alternatively,
we could assign
values
to
O,
and
@r,
in
which
case the
four scalar
components of the
vectors
fp]
and
fl]
wouta
be unknown.
In
this case,
Equations
(5.77a)
and
(5.17b)
would be
linear
in
the
unknown
quantities and
are
given
in
matrix
form
by
lQ,
-
rrlItpr.l=
[td,]l
tq,
-
rllltqll
LIo,tl
Ilq
Lre
-rl
-
rI
(5.18a)
or
in
"shorthand"
form
lslln]=
lpl
(5.18b)
where
each
of the
partitions in
the
coefficient
matrix
represents a
2 x2 arcay ancl
the
partitions
in
[n]
and
fn]
are2x1
arrays.
Using
Equations
(5.15)
and
(5.16)
the
coefficient mahix
in
Equation
(5.18a)
can
be written
in
a
more
explicit form
as
l1
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l-o.uo
-o.833
-o.658
+.q+ol
tst
=
I
0.833 4.446
o.s4o
,.urr
I
L
r
I
-1.904
4.427
-1.174
-0.985
I
lo.or,
-r.eo4
0.e85
-t.t
o)
I
tr+r
0.208
-0.785 -o.ttzf
lsl_,
=
|
-0.208
t.t4t 0.372
-0.785
I
L
r
l
-1
413
0.433 0.606 0.38r
I
l-0.+lo
-t.4ti
-0.38r
o 606
j
l-o.ztz
-0.685
-o.658
-o.e+ol
fst
=
I
0.685
4.272
o.e4o
+.osa
I
L
r
|
-1.534
{.8,16
-1.174
-0.985
|
I
o.t+o
-1.s34
o.eB5
-t.n+
l
and the
inverse
of
[S]
is
Using Equation
(5.19),
p
and
q
ane:
p
=
5.041-
1.085J
q
=
0.200I
+0.400J
Which
are similar to the
graphical solution
shown
in
Figure 5.10.
For the
dyad
composed
of the
output lir:dr'
qB
and coupler segment
8P
the
displacement
vectors
d,
and
d,
and the
coupler rotations
$,
and
S,
are
unchanged. Picking
the free
choices
as
ltz
=
43.24'
and
Vt
=122.25"
and
using
these angles
in
Equation
(5.18c)
leads to
and
its inverse
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o 062l
1.0s3
I
o
118
I
0667l
I t.ttt
rrl=
|
:,^::,,
[-o
rn,
-0.444
1.337
0.793
-1.401
-1.053
4.062
0.667
-0.118
From Equation
(5.19)
the vectors
describing
the
right
hand dyad of
the mechanism
are
found
r=5.99I+1.78J
s
=
0.199I
-1.2031
By
now
you
may be
wondering
why
we have concentrated on three
position
synthesis? The answer lies
in
the nafure of the
solution procedure
for the synthesis
equations.
Specifving more than three mechanism
positions
leads
to
an inherently
nonlinear
set
of
equations. That
is,
we
cannot
assign
values to
some
of
the
unknown
variables and produce
a set
of
equations
which
are
linear
in
the remaining
unknowns,
if more
than
three
positions
are
specified.
This
point
is
illustrated
in
one
of the
homework problems.
5.7 Path Synthesis
In
path
synthesis,
only
the curve traced bv
a
point on the coupler
if
of
interest,
there are no constraints on the angular
position
of the
coupler as we had
in
motion
synthesis. We
will
illustrate
the
synthesis procedure using three accuracy
points
on
the
desired continuous
path.
The
graphical procedure
depends on the
number
of
accuracy points.
The
fornutlntiott
of the analytical
approach
is independent of
the
number
of
accuracy
points, however,
the
solrttioll of the synthesis
equations
will
depend on the number of accuracv points,
and
how
free
choices are chosen
as
in
motion synthesis.
5.7aPath
Synthesis
-
Graphical Method
A
desired
path,
and three positions
on
that
path
which
will be
used
in
a
mechanism synthesis
are
shown
in
Figure
5.14a.
It
is
important to
realize that
the
positions
Pr,
P,
and.(
represent three locations of
a
point,
P,
fixed
on the coupler.
The
point P
moves
through
the three positions
\,
P, and
{
as
the
mechanism is being
driven.
Realizing that
P
is the location
of a
point
fixed to the
coupler will help
our
understanding of
the
graphical synthesis of this
mechanism.
The graphical
approach
will
make
use
of the concept
of
kinematic inversion.
It
should
be
remembered
that
an
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inverted
mechanism
maintains
the
same
relative motion
as
the
original
mechanism.
To synthesize
a
path
generating mechanism
we
first pick,
arbitrarily,
the length
and orientation
of the
ground
link,
and the length
of
the
input link.
One selection
of
these
links is
shown
in
Figure 5.1.4a
along
with
the
path
we
are
trving
to svnthesize.
The
window
in this
figure
also
shows
a
generic
four
bar
mechanism
to
be
used
as
a
reference
for identifving
the labels of pivots
and
visualizing
the relative
motion of
links.
Refurning
to the synthesis,
we arbitrarilv
pick
the length
of
one
side of the
coupler from
A
to
P.
This allows
us
to
determine
three
positions of
the
moving
pivot
A,
4, \
and
A,
are each
locatecl at a distance AP
from
\,
P,
and
{
respectivelv
(Figure
5.14b).
There
are two
possible intersections that determine the locations
of
these
points.
We picked the intersection
so that they
followed in sequence
from
,4,
to
4
to,4, as
the
input link
rotates
counterclockwise. If we
coulcl
locate
the
moving
pivot,
B,
then the mechanism
woulcl
be
complete.
To
locate B
we will
invert the
mechanism
at
the
first
accuracv
point,
making AP
the
fixed
link,
and
"
moving
link.
In
this
inverted
mechanism
B,
which
is fixed,
is
the center of the circle traced
by
Q.
W.
will
now
locate
the
positions
of
links
QA
and
in
the
inverted
mechanism
at the
second
and
third
accuracy
points.
The points
Q
ancl
O,
at
the
second
and
third
accuracy points,
will
be
denoted by
(O,)r, (q)r,
(Q),
and
(q)r.
At
the
first
accuracv
point,
Q
ancl
Q
will
be
named
without the
additional
subscript.
In the true mechanism
the angle
y,
between
the input
and coupler
links
decreased
when
going
from
the
first
to
the
second
accuracy
point
(Figure
5.14c). In the
inverted
mechanism the
same relative
motion
must be
maintained.
The
position of
Q
in
the
second
position
of the inverted mechanism,
(Q)r,
is
located
as
shown
in
Figure
5.14d.
The
point
(Q
),
must
lie
on a circle
with center at
(Q),
and with
a
radius
of
QO.
as
shown
in
Figure
5.14d,
and labeled circle
#1. To locate
(Q),
ot
circle #1 we
use the
fact that the distance
between
P and
Q,
ut
measured
in
the true mechanism,
must
be
the
same in
the inverted
mechanism.
Recognizing
that
at
the
second
accuracy
point
P
is at Pr, we
now draw
the circle
with center
at
\
and
radius
Prq.
Where this
intersects circle
#-1, determines the location of
(Q)r.
But there
are
two
such
intersections.
Can we choose either of
them?
In
general
only one
of
these
intersections
will
yield
(Q),
in
a
position which
is
consistent
with
the inversion of
the
mechanism.
The
intersection
marked
in
Figure
5.14d
is
consistent
with
the
inversion
as can
be
seen bv
comparing the
angle between
links
QA
and
in
the
true
mechanism at the second accuracy
point
(Figure
5.14c) with that
in
the inverted
mechanism. We
could
also
identif"v the correct intersection by comparing
the
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diagonal
44
i"
the
true
mechanism
with the
corresponding diagonal
in
the inverted
mechanism.
These
distances must
be
the
same
in
both
mechanisms.
The positions
of
Q
and
Q
at
the
third
accuracv point
are
found in
exactly the
same manner as
were
(Q
),
and
(q)r.
These are shown
in
Figure
5.14e. We now
have three positions
of
Q
in
the inverted
mechanism. These
points
q,
(q),
and
(Q
),
lie
on
a
circle
with
its
center
at B.
The
intersection of
the perpendicular
bisectors
to
qQ),
and
(q)r(q),
locates
point
B
(Figure
5.141). The mechanism
qAPBq
is our path generator shown
in
the
first
precision
point in
Figure
5.149. This
synthesis procedure is summarized
in
the
steps
listed below.
1.
Pick three
accuracy
points on
the continuous
path.
2.
Assign
the
length and
orientation
of the ground
link
(Figure
5.14a)
3.
Assign the length of the
input
link
(Figure
5.14a)
4.
Assign
a
length to
the segment of the
coupler
from A
to
P
and then
graphically
determine the
location of the points
4,
4
and
.\
(Figure
5.14b).
5.
Draw
the input lir:Jr-
qA,
and the coupler
segment
AP at
the
three accuracy
points
(Figure
5.14c).
Determine
the angle
y
at each
accuracy point.
6.
Invert
the
mechanism,
making the
coupler
the
fixed
link. Graphicallv
locate
the
position of
Q
in
the
second
accuracy
point
(Q
),
(Figure
5.14d).
Now, locate
the
position
of
(Or),
at
the intersection
of
two
circles, one
with
radius
and
center
at
(Q
),
and the other with
radius
Prq
and
center
at
{
(Figure
5.14d).
Remember,
that
while
there
are
two
intersections
of
these
circles, only
one
represents
the
inverted
mechanism.
6.
Locate
(Q
),
and
(4
),
i.
the
third
accuracy
point in
the
same
way that
these
points were
determined
in the
second
accuracy
point
(Figure
5.14e)
7.
Construct the perpendicular
bisectors
of
q(q),
and
(Q
)r(q)r.
The intersection
of these bisectors
determines
the
location
of the
point
B.
8.
We
now
have
a
path synthesis
mechanism
in
the
first accuracy point
(Figure
sJ,
g). The performance
of this mechanism
should
be
compared with the design
specifications, and redesigned
as needed.
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As was observed
with
motion
synthesis,
it
is possible that the
first
mechanism
that
we
synthesize
will not
meet all
of our
design
criteria. These
may include
size
of the
mechanism, position of the
ground
pivots, and
transmission
angle,
among others.
If
this mechanism
is found
to
be
unacceptable
then
any
or all of
the free
choices
may be
changed, and
another mechanism
synthesized.
The free choices
for
this
synthesis
include
the length and orientation
of the
ground
link, the length of
the
input link and
the length of the link AP.
5.7b
Path Synthesis
-
Analytical
Method
The analytical approach to
path
svnthesis follows
that developed
for motion
synthesis. For a desired path,
displacement
vectors
d,
anddr,
between accuracy
points,
are specified. These
are
defined in
the
same way
as the coupler displacements
in motion synthesis.
Vector
loop
Equations
(5.10)
and
(5.11),
developed
for motion
synthesis,
are
then
applicable
to path
synthesis.
For three position path synthesis we
can then use
Equation
(5.17)
to synthesize
one
dyad
(the
input
link
and
one
part
of the
coupler) and
an
analogous
set
of equations
to
synthesize
the other
dyad
(the
output
link
and the remaining half of
the
coupler).
The equations
for
the
input -
coupler
dyad
are
[e
-
t][p]+
le,
-
tl[q]
=
[0,]
[q
-
t]lpl *[e,
-
t][r]
=
[0,]
(5.20a)
(s.20b)
which
are
the
same
as
(5.17a)
and
(5.17b).
We
again have
two
vector or
four scalar
equations,
but now
there
are
eight
scalar
unknowns, pr,,
pry,
e1,,
4r,
@r, @r,
0r,
0,
and assigning
values
to @,
,
@r,
6,
and
$,
results in
a
set
of linear algebraic equations.
By assigning
values
to
the input link
rotations,
@,
and
O,
we
are
prescribing
the
position
of this
link with
respect
to
the
position
of
the
tracing
point
P on the coupler.
This is
known
as
path synthesis
with prescribed
timing.
EXAMPLE
5.3
We
will
design
a
mechanism
to synthesize
the path shown
in
Figure
5.1.4a.
We
will
determine
our
free
choices
from
the
graphical solution
which
should
result in
a
mechanism
that
is
similar
to that
shown
in
Figure
5.14g.
Since
this is path
synthesis,
only
the
displacement of
a
point
on
the
coupler
is specified
in
the design.
For
the path shown
in
Figure 5.-1,4a,
the displacement
of point
P
is given by the vectors
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d,
=
-0'
15I
-
0.38J
dl
=
-1'391+0.241
For the
dyad composed
of the input lir*,
qA,
and the
segment AP
of the coupler,
the
free
choices
are
selected as
@,
=
21.43' and
@,
=
73.3T
for the
input
link
Q,4
and
d,
=
-7.05'
and
S,
= 5.81'
for
the
coupler
link.
The
coefficient
matrix
[S]
from
Equation
(5.18c)
is
-0.365
-0.008
-0.069
-0.123
-0.958
-0.005
-0.713
0.101
Taking the
inverse
of
[S],
and using Equation
(5.19),
the vectors
p
and
q
found,
P
=
0.
4891+0.8671
=
O,A
I=3.95I+1.88J=AP
These
results
are similar
to
those
found
graphically in
Figure 5.1,4g.
For the dyad composed
of the
output
lirk
qB
and the
coupler segment
BP,
the
displacement vectors
d,
and
d,
are,
of
course,
the
same
as given above.
Likewise,
the
chosen
values
for the
coupler rotations
S,
and
$,
must
be
the
same.
The
output
link
rotations
are
chosen ars,
lrz
=
-1A
and
ry,
=
-137.5".
Computing the
matrix
[S],
and
using Equation
(5.19)
we find
r
=
0.4761-
0.2891
s
=
0.776I+3.591
5.8 Function
Synthesis
Concepfually,
function
synthesis is
quite
different from either motion
or path
[-0. ooq
tst=|
0365
L
J
I
-0.713
Iorrt
o.tn
1
-0msI
-0
101 I
-o
oo5l
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synthesis.
In function
synthesis
we are
concerned
with
producing
a coordinated
motion
between
the
input
and
output links.
We
are
not
explicitly
concerned
with
any
motion
of the
coupler. Despite
these
concepfual
differences
we
will see
that the
form
of the equations
used
for function
svnthesis closely
follows
that
used
for motion and
path
synthesis.
The overall
goal of
function
sl.nthesis is to produce
a
mechanism
that
generates
the
function
y
=
f{x)
as
shown
in
Figure 5.15. When
the
input link
"points"
to
a
value
of
the inclependent
variable,
r,
the
output
link
"points"
to the
corresponding value
f(x).
Any
mechanism
that
we
design
for
this purpose will
onlv
produce
the
functional
relationship
accurately
at
the
precision
points as shown
in
Figure 5.16.
The difference
between
the
synthesized
and
desired
function
is
known
as the
strucfural error.
Minimization of the
strucfural error
would
appear to
be a
desirable feafure
of any
function
svnthesis
technique.
We
can
think
of the svnthesized
function
as a
polynomial
approximation
of the
specified
function.
It can be
shown that
a
Chebyshev
polvnomial
deviates the
least
from
a specified
function.
To obtain
the
best fit
of
a
Chebyshev
polvnomial
to
a set
of
data
we pick
values
of
the
independent variable,
x,
according
to
the
formula
(s.12)
whereT is
an index
corresponding to the number
of
the precision
point,
Ax is the
range of
r
over
which
the
function
is to
be
synthesized and
n
is the
total number
of
precision
points.
Unlike motion
or
path
synthesis, the
location of precision
points
in
a
function
generator
are
not
arbitrarily assigned
by
the
designer.
However,
the
designer
does specify the range of
r
for
which
the mechanism
will
be
synthesized,
as
well as
the range
of rotation of the
input
and
output links
that corresponds
to the
range of
variation of
the
independent
and dependent
variables. In
fact,
an important
relationship exists
between these
variables and the
angular
position
of the
input
and
output
links.
The range
of rotation
of the
input
(output)
link
is
scaled
by the
range
of
the independent (clependent)
variable, and this
scaling is the
same
for intermediate
rotations of the
input
(output)
link
between
precision points
xi=xo-+['-*'(1;)^]
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xi
v;
0
0.0 0.0
1
0.134
0.018
2 1.000 1.000
a
J
1..866 3.482
4
2.000
4.000
We
are
now in
a
position to calculate the relative
rotations
of the
input and
output
links
from
Equation
(5.22)
o,
=+
(x,-x,)
'
Ax'
o,
=
9(t.o-
0.134)
=
25.98
o.
=
+(1.866-0.134)
=
51.96
Aw
V,=
^LOr-Yr)
^y
vr,
=ry(r.ooo
-
o.or 8)
=
22.10
4'
90_
Vr
=
+
(3.482
-0.018)
=77.95
The calculated
rotations of
the
input
and
output links
are shown
in
Figure
5.17.
5.8a
Function
Synthesis
-
Graphical Method
The graphical
approach
will now be introduced
using
the results of Example
5.4.
First,
we arbitrarily
fix
the
length
and orientation
of
the ground and
output
links
as
shown
in
Figure
5.18a.
If
we could locate
point A,
consistent
with
the desired
function,
we
would
have a complete mechanism.
ff
we
invert
this mechanism,
making the
input
link the
fixed
link, then the
unknown point A
is
at
the
center of
a
circle traced by
point
B. We
can
perform
this inversion
since
we have computed
the
relative rotations
of the input
and
output links
Or,
03,
V,
and ry'
In the true mechanism the angle between the
input
and
ground
links
increased
by
25.98
deg.
when
moving from
the
first
to the
second
precision point.
This same relative motion must
be
maintained
in
the inverted
mechanism, therefore
mustrotate
clockwise
by
25.98
deg.
This
locates
the
second
position
of
O, which we are
calling
(Q
),
Gigure
5.18b).
To locate B,
we
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observe
that
in
the true mechanism
QB
rotates counter
clockwise.
We therefore rotate
(Or)rB
counterclockwise, by
22.10
deg,
relative to
(Q)rB'.
This
establishes
the
position
of
B,
(Figure
5.18b).
The
positions
of
(Q),
and
B,
are
determined
in
the
same
manner
as
(q
),
and B,
as
shown
in
Figure 5.18b. We
now
have
established
three
positions
of
B
in
the
inverted mechanism,
B,
B,
and
Br.
These
points move
on a
circular path
with
its center
at
the unknown pivot
A.
The intersection of the
perpendicular
bisectors
to
BB,
and
BrB,
establishes
the location
of A
as
shown
in
Figure 5.18c. The
mechanism
qABq
in
Figure 5.18d is our desired
function generator
at
the
first
precision
point.
The
steps in
this graphical
synthesis
are
summ arized
below.
1.
Determine
the values of the independent
variable
at
the precision
points
using the Chebyshev
spacing
formula in
Equation
(5.21).
Determine the
scale
factors,
and the relative
rotation of the
input
and
output
links
from
Equations
(5.22)
2.
Assign
the
length
and
orientation of
the
ground
and
output links
(Figure
5.18a)
3. Invert
the
mechanism about the
(unknown)
input
link.
Graphically locate
the
positions
(Q),
and
Brby
rotating
the
ground
link by an angle
-O,
and the
output
link
by
and
angle
-y,
using the reference lines shown in Figure
5.18b.
4. Repeat
the
procedures
in step 3
to determine
the
locations
of
(q),
and
Br.
5.
Construct the
perpendicular
bisectors
of
BB,
and
BrBr.
The intersection
of
these
bisectors determines the
location
of the
pivot
A.
6. Evaluate the performance of the mechanism
with
regard
to
the design
specifications, and
redesign by altering
the free
choices as needed.
As
with our previous
designs,
we
made
a series of
arbitrary
choices of link
lengths
and orientations when we designed this mechanism.
We
fixed
the
length and
orientation
of
the
ground
and
output
links.
If
this
mechanism is
unacceptable, these
free choices can be
altered
and a new mechanism
designed.
An
interesting feafure
of
function
generators
is that we
can
scale all
link lengths by
the
same
factor
and still
produce the
same
function. Thus,
if
the mechanism
we design is to small or to
large,
it
may
be
simply
scaled
up
or
down.
The fact that
we
can
multiply
all
link
lengths
by
a constanf without
altering the
functional
relationship
between input and
output
link
rotations,
will be apparent
in
the
next section
on analvtical design of
function
generators.
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5.8b
Funcfion
Generation
-
Analytical
Method
The analytical
procedure
for
dimensional
synthesis of
function generator
mechanisms
is
based
on
a vector loop equation around
the
mechanism
in two
positions
as we
did
in motion and path synthesis.
Flowever
in
function
synthesis
we
are
not
explicitly
interested
in
the
motion
of any
points
on the
coupler
link.
Therefore,
we
do
not need
to include
a
vector
to
a
tracing
point
P
on
the coupler.
For
a
mechanism
in
its
first
and
k-th
positiory
the vector
loop equation
is
given bv
p+t-r+rr
-t* -P*
=0
(5.23)
where
all
vector
quantities
are
defined
in
Figure 5.19.
Using rotation
matrices
to
write
r.,
t*
and p*
in
terms of
9
t
and p,
Equation
(5.23)
may
be written
as
lp--lj[p]*lr--l][t]=
rr-t=ln--l]lr]
(s.24)
where
the
right
hand
side was
written
in two
forms
to
display two important
physical
feafures.
First,
by examining
the
second
term
on
the
right
hand
side,
we
can
see
that
Equation
(5.24)
is linear
in
the
link lengths.
That
is, if
we
were to
multiply
this
equation
by
a constant
we would
change
the
link
lengths,
but we
would
not change
the
relationship
expressed
by
this
equation.
Secondly,
from Figure
5.19
it can
be seen
that
r,
-
r
represents
the
displacement of
point
B when the
mechanism
moves between
the
first
and
k-th
precision
point.
Recognizing that
the
right
hand side
of Equation
(5.24)
represents
the displacement
of
point B it
can be
written
as
lp-
-
rl[p]*
lr-
-
llltl
=
io-l
(s.2s)
where
it must
be
remembered
that d* is
the displacement
between
the
first
and
k-th
precision
points.
Equation
(5.25)
looks
similar
to
(5.14)
which
we used
for motion
and
path
synthesis.
However,
it
is
important to
realize
that
Equation
(5.25)
is
for
the
whole mechanism
as where
in
motion
and
path
synthesis
we had
equations
of
this
form
for
each
dyad.
For three position
synthesis,
we have
two
vector equations
of
the
form
of Equation
(s.2s)
le
-
tllpl
*
lr,
-
rlltl
=
fo,l
lP,
-
tl[p]*[r,
-
t][t]=
fo,l
(5.26a)
(5.26b)
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The solution
procedure
for
Equations
(5.26)
is
similar
to that
used
for
three position
motion
and
path
synthesis.
We
will use
the fact
thaf
in
a
function
generator,
the link
lengths
can be scaled
by
a
constant
and assign the
length
of
the
output link. We
will
also assign
the
orientation
of this link
in
the
first
precision poinl
With these choices
the vectors
d,
and
d,
are
known
since we
have
previously
calculated the
angles
ry, and
V3.
With
these
assignments
we
now
have
four scalar
equations to find the six
scalar unknowns
p1,,
p1y,t1,,
trr,
S,
and
Sr.
Using
Q,
and
0,
as our free
choices leaves
us
with
four scalar
equations to
find four scalar
unknowns, the components of the
vectors
p
and
t.
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EXAMPLE
5.5:
The
function synthesis
mechanism,
designed
above
by
graphical
methods
will now
de
designed
using
analytical
methods.
To
define the
vectors
d,
and
d,
we
must
first
assign
the position
of the
output
link,
at
the
first
precision
point,
with
respect
to
the
ground
link.
For
the example
the
initial position
of
the
output
link
was
chosen
to
be
he same
as
that determined
from
the
graphical
solution:
With
this
assignment
and
setting
the
length
of
QB
=
2.82
in.,the
vectors
representing
the
output
link
in
its
three
precision
points,
r',
r"
and
r"'
are
r'
=
2.82fcos(68.
28)I
+
sin(68.28)Jl
r"
=
2.82lcos(90.
38)I +
sin(90.
38)Jl
r
"'
=
2.82fcos(146.22)I
+
sin(l
46.22)Il
The
displacements,
d,
and
d.,
of
point
B are now
found
from:
d,
=
d"-d'=
-1.06I
+
0.20J
d,
=
d"'-d"=
-3.38I
-
1.05J
Since
the
relative
rotations
of
the
input
link,
@,
and
@,
are knowry
the
matrices
ffr]and
ffr]
are
easily
found.
Choosing
the coupler
rotations
to
be
6,
=
10
and
6,
=
-66,
the coefficient
matrix in
Equation (5.26b)
is
[-0.
ror
r,r=liffi
Iorrt
-0.438
-0.101
-0.788
-0.384
-0.060
4.342
-0.593
4.914
0s421
-0.060
I
0e14 I
-o
5e3J
25
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'56
'58
82
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tr\Gu
Oe
\ vt
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vnec.L,o:nis
r,rr
\i,ne
ovat
o,t
teast
?*t
of
,#
,,+,
s.4
pgr,vl
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qeuetalesa
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ta
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ol
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?osit'o^
3
?osit
o.,
Z
?osit'',n
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2t'
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)
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a*h'
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