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    acceleration o the ,ody and sometimes in elastic deormation and other

    eects0

    #ery day we deal with orces o one 6ind or another0 A pressure is a orce0

    +he earth e%erts a orce o attraction or all ,odies or o,7ects on its surace0

    +o study the orces acting on o,7ects we must 6now how the orces areapplied the direction o the orces and their #alue0 8raphically orces are

    oten represented ,y a #ector whose end represents the point o action0

    A mechanism is what is responsi,le or any action or reaction0 !achines are

    ,ased on the idea o transmitting orces through a series o predetermined

    motions0 +hese related concepts are the ,asis o dynamic mo#ement0

    .0.02 +or/ue

    +or/ue1 )omething that produces or tends to produce rotation and whose

    eecti#eness is measured ,y the product o the orce and the perpendicular

    distance rom the line o action o the orce to the a%is o rotation0

    onsider the le#er shown in *igure .-.0 +he le#er is a ,ar that is ree to turn

    a,out the %ed point A called the ulcrum: a weight acts on the one side o

    the le#er and a ,alancing orce acts on the other side o the le#er0

    *igure .-. A le#er with ,alanced orces

    +o analy;e le#ers we need to nd the tor/ues o the orces acting on the

    le#er0 +o get the tor/ue o orce < a,out point A multiply < ,y l. its

    distance rom A0 )imilarly * % l2 is the tor/ue o * a,out ulcrum A0

    .02 !otion

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    !otion1 a change o position or orientation0

    .020. !otion Along a )traight Path

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    >.-3?

    !ore generally acceleration is

    >.-4?

    .0202 inear !otion in )pace

    +he picture ,ecomes more complicated when the motion is not merely alonga straight line ,ut rather e%tends into a plane0 &ere we can descri,e the

    motion with a #ector which includes the magnitude and the direction o

    mo#ement0

    Position #ector and displacement #ector

    +he directed segment which descri,es the position o an o,7ect relati#e to an

    origin is the position #ector as d. and d2 in *igure .-2

    *igure .-2 Position #ector and displacement #ector

    $ we wish to descri,e a motion rom position d. to position d2 or e%ample

    we can use #ector d. the #ector starts at the point descri,ed ,y d. and goes

    to the point descri,ed ,y d2 which is called the displacement #ector0

    >.-5?

    Velocity #ector

    *or a displacement d occurring in a time inter#al t the a#erage #elocity

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    during the inter#al is

    >.-?

    learly Va#e has the direction o d0

    $n the limit as delta t approaches ;ero the instantaneous #elocity is

    >.-C?

    +he direction o V is the direction o d or a #ery small displacement: it is

    thereore along or tangent to the path0

    Acceleration #ector

    +he instantaneous acceleration is the limit o the ratio Vt as t ,ecomes #ery

    small1

    >.-E?

    .0203 !otion o a Rigid Body in a Plane

    +he pre#ious sections discuss the motion o particles0 *or a rigid ,ody in a

    plane its motion is oten more comple% than a particle ,ecause it is

    comprised o a linear motion and a rotary motion0 8enerally this 6ind omotion can ,e decomposed into two motions >*igure .-3? they are1

    +he linear motion o the center o the mass o the rigid ,ody0 $n this part o

    the motion the motion is the same as the motion o a particle on a plane0

    +he rotary motion o the rigid ,ody relati#e to its center o mass0

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    *igure .-3 !otion o a rigid ,ody in a plane

    .03 FewtonGs aw o !otion

    .030. FewtonGs *irst aw

    .-9?

    +he proportionality constant m #aries with the o,7ect0 +his constant m is

    reered to as the inertial mass o the ,ody0 +he relationship a,o#e em,odies

    FewtonGs law o motion >FewtonGs second law?0 As

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    >.-.H?

    in which a is the acceleration o the o,7ect0 .-..?

    $ m @ . 6g and a @ .msec2 than * @ . newton0

    *orces and accelerations are #ectors and FewtonGs law can ,e written in

    #ector orm0

    >.-.2?

    .04 !omentum and onser#ation o !omentum

    .040. $mpulse

    +ry to ma6e a ,ase,all and a cannon ,all roll at the same speed0 As you can

    guess it is harder to get the cannon ,all going0 $ you apply a constant orce

    * or a time t the change in #elocity is gi#en ,y /uation .-90 )o to get the

    same # the product *t must ,e greater the greater the mass m you are trying

    to accelerate0

    +o throw a cannon ,all rom rest and gi#e it the same nal #elocity as a

    ,ase,all >also starting rom rest? we must push either harder or longer0

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    )uppose we apply the same impulse to a ,ase,all and a cannon ,all ,oth

    initially at rest0 )ince the initial #alue o the /uantity m# is ;ero in each case

    and since e/ual impulses are applied the nal #alues m# will ,e e/ual or the

    ,ase,all and the cannon ,all0 'et ,ecause the mass o the cannon ,all ismuch greater than the mass o the ,ase,all the #elocity o the cannon ,all

    will ,e much less than the #elocity o the ,ase,all0 +he product m# then is

    /uite a dierent measure o the motion than simply # alone0 .-.3?

    Velocity and momentum are /uite dierent concepts1 #elocity is a 6inematical/uantity whereas momentum is a dynamic one connected with the causes

    o changes in the motion o masses0

    Because o its connection with the impulse which occurs naturally in FewtonGs

    law >/uation .-9? we e%pect momentum to t naturally into Fewtonian

    dynamics0 Fewton did e%press his law o motion in terms o the momentum

    which he called the /uantity o motion0 .-.4?

    where # and #G are the #elocities ,eore and ater the impulse0 +he right-hand

    side o the last e/uation can ,e written as

    >.-.5?

    the change in the momentum0 +hereore

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    Power is the rate at which wor6 is done0

    $n the British system power is e%pressed in oot-pounds per second0 *orlarger measurements the horsepower is used0

    .horsepower @ 55Ht Il,s @ 33HHHtIl,min

    $n )$ units power is measured in 7oules per second also called the watt >

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    +a,le o ontents

    omplete +a,le o ontents

    . Physical Principles

    .0. *orce and +or/ue

    .0.0. *orce

    .0.02 +or/ue

    .02 !otion

    .020. !otion Along a )traight Path

    .0202 inear !otion in )pace

    .0203 !otion o a Rigid Body in a Plane

    .03 FewtonGs aw o !otion

    .030. FewtonGs *irst aw

    .0302 FewtonGs )econd aw

    .04 !omentum and onser#ation o !omentum

    .040. $mpulse

    .0402 !omentum

    .0403 onser#ation o !omentum

    .05

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    ams

    C 8ears

    E Kther !echanisms

    $nde%

    Reerences

    Arrow to Bottom

    39-245

    Rapid Design through Virtual and Physical Prototyping

    arnegie !ellon "ni#ersity

    ourse $nde%

    &R

    $ntroduction to !echanisms

    'i (hang

    with

    )usan *inger

    )tephannie Behrens

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    +a,le o ontents

    2 !echanisms and )imple !achines

    !echanism1 the undamental physical or chemical processes in#ol#ed in or

    responsi,le or an action reaction or other natural phenomenon0

    !achine1 an assem,lage o parts that transmit orces motion and energy in a

    predetermined manner0

    )imple !achine1 any o #arious elementary mechanisms ha#ing the elementso which all machines are composed0 $ncluded in this category are the le#er

    wheel and a%le pulley inclined plane wedge and the screw0

    +he word mechanism has many meanings0 $n 6inematics a mechanism is a

    means o transmitting controlling or constraining relati#e mo#ement >&unt

    CE?0 !o#ements which are electrically magnetically pneumatically operated

    are e%cluded rom the concept o mechanism0 +he central theme or

    mechanisms is rigid ,odies connected together ,y 7oints0

    A machine is a com,ination o rigid or resistant ,odies ormed and

    connected do that they mo#e with denite relati#e motions and transmit

    orce rom the source o power to the resistance to ,e o#ercome0 A machine

    has two unctions1 transmitting denite relati#e motion and transmitting

    orce0 +hese unctions re/uire strength and rigidity to transmit the orces0

    +he term mechanism is applied to the com,ination o geometrical ,odies

    which constitute a machine or part o a machine0 A mechanism may thereore

    ,e dened as a com,ination o rigid or resistant ,odies ormed and

    connected so that they mo#e with denite relati#e motions with respect to

    one another >&am et al0 5E?0

    Although a truly rigid ,ody does not e%ist many engineering components are

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    rigid ,ecause their deormations and distortions are negligi,le in comparison

    with their relati#e mo#ements0

    +he similarity ,etween machines and mechanisms is that

    they are ,oth com,inations o rigid ,odies

    the relati#e motion among the rigid ,odies are denite0

    +he dierence ,etween machine and mechanism is that machines transorm

    energy to do wor6 while mechanisms so not necessarily perorm this

    unction0 +he term machinery generally means machines and mechanisms0

    *igure 2-. shows a picture o the main part o a diesel engine0 +he

    mechanism o its cylinder-lin6-cran6 parts is a slider-cran6 mechanism asshown in *igure 2-20

    *igure 2-. ross section o a power cylinder in a diesel engine

    *igure 2-2 )6eleton outline

    20. +he $nclined Plane

    *igure 2-3a shows an inclined plane AB is the ,ase B is the height and A

    the inclined plane0

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    *igure 2-3 $nclined plane

    "sing an inclined plane re/uires a smaller orce e%erted through a greater

    distance to do a certain amount o wor60

    etting * represent the orce re/uired to raise a gi#en weight on the inclined

    plane and < the weight to ,e raised we ha#e the proportion1

    >2-.?

    20.0. )crew Lac6

    Kne o the most common application o the principle o the inclined plane is

    in the screw 7ac6 which is used to o#ercome a hea#y pressure or raise a

    hea#y weight o < ,y a much smaller orce * applied at the handle0 R

    represents the length o the handle and P the pitch o the screw or the

    distance ad#ances in one complete turn0

    *igure 2-4 +he screw 7ac6

    Feglecting the riction the ollowing rule is used1 +he orce * multiplied ,y the

    distance through which it mo#es in one complete turn is e/ual to the weight

    lited times the distance through which it is lited in the same time0 $n one

    complete turn the end o the handle descri,es a circle o circumerence 2R0

    +his is the distance through which the orce * is e%erted0

    +hereore rom the rule a,o#e

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    >2-2?

    and

    >2-3?

    )uppose R e/uals .E in0 P e/uals .E in0 and the weight to ,e lited e/uals

    .HHHHH l,0 then the orce re/uired at * is then ..H l,0 +his means that

    neglecting riction ..H l,0 at * will raise .HHHHH l,0 at #elocity ratio? o the large to the smaller is as . to 20

    *igure 2-5 8ears

    +he gear that is closer to the source o power is called the dri#er and the

    gear that recei#es power rom the dri#er is called the dri#en gear0

    2020. 8ear +rains

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    A gear train may ha#e se#eral dri#ers and se#eral dri#en gears0

    *igure 2- 8ear train

    %ed? to the

    same shat0 +he num,er o teeth on each gear is gi#en in the gure0 8i#en

    these num,ers i gear A rotates at .HH r0p0m0 cloc6wise gear B turns 4HH

    r0p0m0 >rotations per minute? countercloc6wise and gear turns .2HH r0p0m0

    cloc6wise0

    *igure 2-C ompound gears

    20202 8ear Ratios

    $t is important when wor6ing with gears to 6now what num,er o teeth thegears should ha#e so that they can mesh properly in a gear train0 +he si;e o

    the teeth or connecting gears must ,e match properly0

    203 Belts and Pulleys

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    Belts and pulleys are an important part o most machines0 Pulleys are nothing

    ,ut gears without teeth and instead o running together directly they are

    made to dri#e one another ,y cords ropes ca,les or ,elting o some 6inds0

    As with gears the #elocities o pulleys are in#ersely proportional to their

    diameters0

    *igure 2-E Belts and pulleys

    Pulleys can also ,e arranged as a ,loc6 and tac6le0

    204 e#er

    205

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    @ the eMciency o a machine

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    Reerences

    3 !ore on !achines and !echanisms

    30. Planar and )patial !echanisms

    !echanisms can ,e di#ided into planar mechanisms and spatial mechanisms

    according to the relati#e motion o the rigid ,odies0 $n a planar mechanisms

    all o the relati#e motions o the rigid ,odies are in one plane or in parallel

    planes0 $ there is any relati#e motion that is not in the same plane or in

    parallel planes the mechanism is called the spatial mechanism0 $n other

    words planar mechanisms are essentially two dimensional while spatial

    mechanisms are three dimensional0 +his tutorial only co#ers planar

    mechanisms0

    302 Jinematics and Dynamics o !echanisms

    Jinematics o mechanisms is concerned with the motion o the parts without

    considering how the inuencing actors >orce and mass? aect the motion0

    +hereore 6inematics deals with the undamental concepts o space and time

    and the /uantities #elocity and acceleration deri#ed there rom0

    Jinetics deals with action o orces on ,odies0 +his is where the the eects o

    gra#ity come into play0

    Dynamics is the com,ination o 6inematics and 6inetics0

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    305 Pairs &igher Pairs ower Pairs and in6ages

    A pair is a 7oint ,etween the suraces o two rigid ,odies that 6eeps them in

    contact and relati#ely mo#a,le0 *or e%ample in *igure 3-2 a door 7ointed to

    the rame with hinges ma6es re#olute 7oint >pin 7oint? allowing the door to ,e

    turned around its a%is0 *igure 3-2, and c show s6eletons o a re#olute 7oint0

    *igure 3-2, is used when ,oth lin6s 7oined ,y the pair can turn0 *igure 3-2c is

    used when one o the lin6 7ointed ,y the pair is the rame0

    *igure 3-2 Re#olute pair

    $n *igure 3-3a a sash window can ,e translated relati#e to the sash0 +his 6ind

    o relati#e motion is called a prismatic pair0 $ts s6eleton outlines are shown in

    , c and d0 c and d are used when one o the lin6s is the rame0

    *igure 3-3 Prismatic pair

    8enerally there are two 6inds o pairs in mechanisms lower pairs and higher

    pairs0 2D?

    mechanisms there are two su,categories o lower pairs -- re#olute pairs and

    prismatic pairs as shown in *igures 3-2 and 3-3 respecti#ely0 Point- line- or

    cur#e-contact pairs are called higher pairs0 *igure 3-4 shows some e%amples

    o higher pairs !echanisms composed o rigid ,odies and lower pairs are

    called lin6ages0

    *igure 3-4 &igher pairs

    30 Jinematic Analysis and )ynthesis

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    $n 6inematic analysis a particular gi#en mechanism is in#estigated ,ased on

    the mechanism geometry plus other 6nown characteristics >such as input

    angular #elocity angular acceleration etc0?0 Jinematic synthesis on the

    other hand is the process o designing a mechanism to accomplish a desiredtas60 &ere ,oth choosing the types as well as the dimensions o the new

    mechanism can ,e part o 6inematic synthesis0 >)andor N rdman E4?

    4 Basic Jinematics o onstrained Rigid Bodies

    40. Degrees o *reedom o a Rigid Body

    40.0. Degrees o *reedom o a Rigid Body in a Plane

    +he degrees o reedom >DK*? o a rigid ,ody is dened as the num,er o

    independent mo#ements it has0 *igure 4-. shows a rigid ,ody in a plane0 +o

    determine the DK* o this ,ody we must consider how many distinct ways

    the ,ar can ,e mo#ed0 $n a two dimensional plane such as this computer

    screen there are 3 DK*0 +he ,ar can ,e translated along the % a%is

    translated along the y a%is and rotated a,out its centroid0

    *igure 4-. Degrees o reedom o a rigid ,ody in a plane

    40.02 Degrees o *reedom o a Rigid Body in )pace

    An unrestrained rigid ,ody in space has si% degrees o reedom1 three

    translating motions along the % y and ; a%es and three rotary motions

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    around the % y and ; a%es respecti#ely0

    *igure 4-2 Degrees o reedom o a rigid ,ody in space

    402 Jinematic onstraints

    +wo or more rigid ,odies in space are collecti#ely called a rigid ,ody system0

    R-pair?

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    *igure 4-4 A planar prismatic pair >P-pair?

    40202 ower Pairs in )patial !echanisms

    +here are si% 6inds o lower pairs under the category o spatial mechanisms0

    +he types are1 spherical pair plane pair cylindrical pair re#olute pair

    prismatic pair and screw pair0

    *igure 4-5 A spherical pair >)-pair?

    A spherical pair 6eeps two spherical centers together0 +wo rigid ,odies

    connected ,y this constraint will ,e a,le to rotate relati#ely around % y and ;

    a%es ,ut there will ,e no relati#e translation along any o these a%es0

    +hereore a spherical pair remo#es three degrees o reedom in spatial

    mechanism0 DK* @ 30

    *igure 4- A planar pair >-pair?

    A plane pair 6eeps the suraces o two rigid ,odies together0 +o #isuali;e this

    imagine a ,oo6 lying on a ta,le where is can mo#e in any direction e%cept o

    the ta,le0 +wo rigid ,odies connected ,y this 6ind o pair will ha#e two

    independent translational motions in the plane and a rotary motion around

    the a%is that is perpendicular to the plane0 +hereore a plane pair remo#es

    three degrees o reedom in spatial mechanism0 $n our e%ample the ,oo6

    would not ,e a,le to raise o the ta,le or to rotate into the ta,le0 DK* @ 30

    *igure 4-C A cylindrical pair >-pair?

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    A cylindrical pair 6eeps two a%es o two rigid ,odies aligned0 +wo rigid ,odies

    that are part o this 6ind o system will ha#e an independent translational

    motion along the a%is and a relati#e rotary motion around the a%is0 +hereore

    a cylindrical pair remo#es our degrees o reedom rom spatial mechanism0

    DK* @ 20

    *igure 4-E A re#olute pair >R-pair?

    A re#olute pair 6eeps the a%es o two rigid ,odies together0 +wo rigid ,odies

    constrained ,y a re#olute pair ha#e an independent rotary motion around

    their common a%is0 +hereore a re#olute pair remo#es #e degrees o

    reedom in spatial mechanism0 DK* @ .0

    *igure 4-9 A prismatic pair >P-pair?

    A prismatic pair 6eeps two a%es o two rigid ,odies align and allow no relati#e

    rotation0 +wo rigid ,odies constrained ,y this 6ind o constraint will ,e a,le to

    ha#e an independent translational motion along the a%is0 +hereore aprismatic pair remo#es #e degrees o reedom in spatial mechanism0 DK* @

    .0

    *igure 4-.H A screw pair >&-pair?

    +he screw pair 6eeps two a%es o two rigid ,odies aligned and allows arelati#e screw motion0 +wo rigid ,odies constrained ,y a screw pair a motion

    which is a composition o a translational motion along the a%is and a

    corresponding rotary motion around the a%is0 +hereore a screw pair remo#es

    #e degrees o reedom in spatial mechanism0

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    403 onstrained Rigid Bodies

    Rigid ,odies and 6inematic constraints are the ,asic components o

    mechanisms0 A constrained rigid ,ody system can ,e a 6inematic chain a

    mechanism a structure or none o these0 +he inuence o 6inematic

    constraints in the motion o rigid ,odies has two intrinsic aspects which are

    the geometrical and physical aspects0 $n other words we can analy;e the

    motion o the constrained rigid ,odies rom their geometrical relationships or

    using FewtonGs )econd aw0

    A mechanism is a constrained rigid ,ody system in which one o the ,odies is

    the rame0 +he degrees o reedom are important when considering a

    constrained rigid ,ody system that is a mechanism0 $t is less crucial when the

    system is a structure or when it does not ha#e denite motion0

    alculating the degrees o reedom o a rigid ,ody system is straight orward0

    Any unconstrained rigid ,ody has si% degrees o reedom in space and three

    degrees o reedom in a plane0 Adding 6inematic constraints ,etween rigid

    ,odies will correspondingly decrease the degrees o reedom o the rigid ,ody

    system0

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    $n *igure 4-..a a rigid ,ody is constrained ,y a re#olute pair which allows

    only rotational mo#ement around an a%is0 $t has one degree o reedom

    turning around point A0 +he two lost degrees o reedom are translational

    mo#ements along the % and y a%es0 +he only way the rigid ,ody can mo#e is

    to rotate a,out the %ed point A0

    $n *igure 4-.., a rigid ,ody is constrained ,y a prismatic pair which allows

    only translational motion0 $n two dimensions it has one degree o reedom

    translating along the % a%is0 $n this e%ample the ,ody has lost the a,ility to

    rotate a,out any a%is and it cannot mo#e along the y a%is0

    $n *igure 4-..c a rigid ,ody is constrained ,y a higher pair0 $t has two

    degrees o reedom1 translating along the cur#ed surace and turning a,out

    the instantaneous contact point0

    $n general a rigid ,ody in a plane has three degrees o reedom0 Jinematic

    pairs are constraints on rigid ,odies that reduce the degrees o reedom o a

    mechanism0 *igure 4-.. shows the three 6inds o pairs in planar mechanisms0

    +hese pairs reduce the num,er o the degrees o reedom0 $ we create a

    lower pair >*igure 4-..a,? the degrees o reedom are reduced to 20

    )imilarly i we create a higher pair >*igure 4-..c? the degrees o reedom are

    reduced to .0

    *igure 4-.2 Jinematic Pairs in Planar !echanisms

    +hereore we can write the ollowing e/uation1

    >4-.?

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    * @ total degrees o reedom in the mechanism

    n @ num,er o lin6s >including the rame?

    l @ num,er o lower pairs >one degree o reedom?

    h @ num,er o higher pairs >two degrees o reedom?

    +his e/uation is also 6nown as 8rue,lerGs e/uation0

    %ample .

    oo6 at the transom a,o#e the door in *igure 4-.3a0 +he opening and closing

    mechanism is shown in *igure 4-.3,0 etGs calculate its degree o reedom0

    *igure 4-.3 +ransom mechanism

    n @ 4 >lin6 .33 and rame 4? l @ 4 >at A B D? h @ H

    >4-2?

    Fote1 D and unction as a same prismatic pair so they only count as one

    lower pair0

    %ample 2

    alculate the degrees o reedom o the mechanisms shown in *igure 4-.4,0

    *igure 4-.4a is an application o the mechanism0

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    *igure 4-.4 Dump truc6

    n @ 4 l @ 4 >at A B D? h @ H

    >4-3?

    %ample 3

    alculate the degrees o reedom o the mechanisms shown in *igure 4-.50

    *igure 4-.5 Degrees o reedom calculation

    *or the mechanism in *igure 4-.5a

    n @ l @ C h @ H

    >4-4?

    *or the mechanism in *igure 4-.5,

    n @ 4 l @ 3 h @ 2

    >4-5?

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    Fote1 +he rotation o the roller does not inuence the relationship o the input

    and output motion o the mechanism0 &ence the reedom o the roller will

    not ,e considered: $t is called a passi#e or redundant degree o reedom0

    $magine that the roller is welded to lin6 2 when counting the degrees o

    reedom or the mechanism0

    40402 Jut;,ach riterion

    +he num,er o degrees o reedom o a mechanism is also called the mo,ility

    o the de#ice0 +he mo,ility is the num,er o input parameters >usually pair

    #aria,les? that must ,e independently controlled to ,ring the de#ice into a

    particular position0 +he Jut;,ach criterion which is similar to 8rue,lerGs

    e/uation calculates the mo,ility0

    $n order to control a mechanism the num,er o independent input motions

    must e/ual the num,er o degrees o reedom o the mechanism0 *or

    e%ample the transom in *igure 4-.3a has a single degree o reedom so it

    needs one independent input motion to open or close the window0 +hat is

    you 7ust push or pull rod 3 to operate the window0

    +o see another e%ample the mechanism in *igure 4-.5a also has . degree oreedom0 $ an independent input is applied to lin6 . >e0g0 a motor is mounted

    on 7oint A to dri#e lin6 .? the mechanism will ha#e the a prescri,ed motion0

    405 *inite +ransormation

    *inite transormation is used to descri,e the motion o a point on rigid ,ody

    and the motion o the rigid ,ody itsel0

    4050. *inite Planar Rotational +ransormation

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    *igure 4-. Point on a planar rigid ,ody rotated through an angle

    )uppose that a point P on a rigid ,ody goes through a rotation descri,ing a

    circular path rom P. to P2 around the origin o a coordinate system0 4-?

    where

    >4-C?

    40502 *inite Planar +ranslational +ransormation

    *igure 4-.C Point on a planar rigid ,ody translated through a distance

    )uppose that a point P on a rigid ,ody goes through a translation descri,ing a

    straight path rom P. to P2 with a change o coordinates o >% y?0 4-E?

    where

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    >4-9?

    40503 oncatenation o *inite Planar Displacements

    *igure 4-.E oncatenation o nite planar displacements in space

    )uppose that a point P on a rigid ,ody goes through a rotation descri,ing a

    circular path rom P. to P2G around the origin o a coordinate system then a

    translation descri,ing a straight path rom P2G to P20 4-.H?

    and

    >4-..?

    4-.2?

    where D.2 is the planar general displacement operator 1

    >4-.3?

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    40504 Planar Rigid-Body +ransormation

    4-.4?

    40505 )patial Rotational +ransormation

    4-.5?

    where

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    u% uy u; are the othographical pro7ection o the unit a%is u on % y and ;

    a%es respecti#ely0

    s @ sin

    c @ cos

    # @ . - cos

    4050 )patial +ranslational +ransormation

    )uppose that a point P on a rigid ,ody goes through a translation descri,ing a

    straight path rom P. to P2 with a change o coordinates o >% y ;? we can

    descri,e this motion with a translation operator +1

    >4-.?

    4050C )patial +ranslation and Rotation !atri% or A%is +hrough the Krigin

    )uppose a point P on a rigid ,ody rotates with an angular displacement a,out

    an unit a%is u passing through the origin o the coordinate system at rst and

    then ollowed ,y a translation Du along u0 +his composition o this rotational

    transormation and this translational transormation is a screw motion0 $ts

    corresponding matri% operator the screw operator is a concatenation o the

    translation operator in /uation 4-C and the rotation operator in /uation 4-90

    >4-.C?

    40 +ransormation !atri% Between Rigid Bodies

    400. +ransormation !atri% Between two Ar,itray Rigid Bodies

    *or a system o rigid ,odies we can esta,lish a local artesian coordinate

    system or each rigid ,ody0 +ransormation matrices are used to descri,e the

    relati#e motion ,etween rigid ,odies0

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    4004 Application o +ransormation !atrices to in6ages

    A lin6age is composed o se#eral constrained rigid ,odies0 i6e a mechanisma lin6age should ha#e a rame0 +he matri% method can ,e used to deri#e the

    6inematic e/uations o the lin6age0 $ all the lin6s orm a closed loop the

    concatenation o all o the transormation matrices will ,e an identity matri%0

    $ the mechanism has n lin6s we will ha#e1

    +.2+23000+>n-.?n @ $

    5 Planar in6ages

    50. $ntroduction

    50.0. *igure 5-.a?O +he mechanism

    shown in *igure 5-., transorms the rotary motion o the motor into an

    oscillating motion o the windshield wiper0

    *igure 5-.

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    etGs ma6e a simple mechanism with similar ,eha#ior0 +a6e some card,oard

    and ma6e our strips as shown in *igure 5-2a0

    +a6e 4 pins and assem,le them as shown in *igure 5-2,0

    Fow hold the in0 strip so it canGt mo#e and turn the 3in0 strip0 'ou will see

    that the 4in0 strip oscillates0

    *igure 5-2 Do-it-yoursel our ,ar lin6age mechanism

    +he our ,ar lin6age is the simplest and oten times the most useul

    mechanism0 As we mentioned ,eore a mechanism composed o rigid ,odies

    and lower pairs is called a lin6age >&unt CE?0 $n planar mechanisms there are

    only two 6inds o lower pairs --- re#olute pairs and prismatic pairs0

    +he simplest closed-loop lin6age is the our ,ar lin6age which has our

    mem,ers three mo#ing lin6s one %ed lin6 and our pin 7oints0 A lin6age that

    has at least one %ed lin6 is a mechanism0 +he ollowing e%ample o a our,ar lin6age was created in )imDesign in simdesignour,ar0sim

    *igure 5-3 *our ,ar lin6age in )imDesign

    +his mechanism has three mo#ing lin6s0 +wo o the lin6s are pinned to the

    rame which is not shown in this picture0 $n )imDesign lin6s can ,e nailed tothe ,ac6ground there,y ma6ing them into the rame0

    &ow many DK* does this mechanism ha#eO $ we want it to ha#e 7ust one we

    can impose one constraint on the lin6age and it will ha#e a denite motion0

    +he our ,ar lin6age is the simplest and the most useul mechanism0

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    Reminder1 A mechanism is composed o rigid ,odies and lower pairs called

    lin6ages >&unt CE?0 $n planar mechanisms there are only two 6inds o lower

    pairs1 turning pairs and prismatic pairs0

    50.02 *unctions o in6ages

    +he unction o a lin6 mechanism is to produce rotating oscillating or

    reciprocating motion rom the rotation o a cran6 or #ice #ersa >&am et al0

    5E?0 )tated more specically lin6ages may ,e used to con#ert1

    ontinuous rotation into continuous rotation with a constant or #aria,le

    angular #elocity ratio0

    ontinuous rotation into oscillation or reciprocation >or the re#erse? with a

    constant or #aria,le #elocity ratio0

    Kscillation into oscillation or reciprocation into reciprocation with a constant

    or #aria,le #elocity ratio0

    in6ages ha#e many dierent unctions which can ,e classied according on

    the primary goal o the mechanism1

    *unction generation1 the relati#e motion ,etween the lin6s connected to the

    rame

    Path generation1 the path o a tracer point or

    !otion generation1 the motion o the coupler lin60

    502 *our in6 !echanisms

    Kne o the simplest e%amples o a constrained lin6age is the our-lin6

    mechanism0 A #ariety o useul mechanisms can ,e ormed rom a our-lin6

    mechanism through slight #ariations such as changing the character o thepairs proportions o lin6s etc0 *urthermore many comple% lin6 mechanisms

    are com,inations o two or more such mechanisms0 +he ma7ority o our-lin6

    mechanisms all into one o the ollowing two classes1

    the our-,ar lin6age mechanism and

    the slider-cran6 mechanism0

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    5020. %amples

    Parallelogram !echanism

    $n a parallelogram our-,ar lin6age the orientation o the coupler does not

    change during the motion0 +he gure illustrates a loader0 K,#ioulsy the

    ,eha#ior o maintaining parallelism is important in a loader0 +he ,uc6et

    should not rotate as it is raised and lowered0 +he corresponding )imDesign

    le is simdesignloader0sim0

    *igure 5-4 *ront loader mechanism

    )lider-ran6 !echanism

    +he our-,ar mechanism has some special congurations created ,y ma6ing

    one or more lin6s innite in length0 +he slider-cran6 >or cran6 and slider?

    mechanism shown ,elow is a our-,ar lin6age with the slider replacing an

    innitely long output lin60 +he corresponding )imDesign le issimdesignslider0cran60sim0

    *igure 5-5 ran6 and )lider !echanism

    +his conguration translates a rotational motion into a translational one0

    !ost mechanisms are dri#en ,y motors and slider-cran6s are oten used totransorm rotary motion into linear motion0

    ran6 and Piston

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    'ou can also use the slider as the input lin6 and the cran6 as the output lin60

    $n this case the mechanism transers translational motion into rotary motion0

    +he pistons and cran6 in an internal com,ustion engine are an e%ample o

    this type o mechanism0 +he corresponding )imDesign le is

    simdesigncom,ustion0sim0

    *igure 5- ran6 and Piston

    'ou might wonder why there is another slider and a lin6 on the let0 +his

    mechanism has two dead points0 +he slider and lin6 on the let help the

    mechanism to o#ercome these dead points0

    Bloc6 *eeder

    Kne interesting application o slider-cran6 is the ,loc6 eeder0 +he )imDesign

    le can ,e ound in simdesign,loc6-eeder0sim

    *igure 5-C Bloc6 *eeder

    50202 Denitions

    $n the range o planar mechanisms the simplest group o lower pair

    mechanisms are our ,ar lin6ages0 A our ,ar lin6age comprises our ,ar-

    shaped lin6s and our turning pairs as shown in *igure 5-E0

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    *igure 5-E *our ,ar lin6age

    +he lin6 opposite the rame is called the coupler lin6 and the lin6s whic6 are

    hinged to the rame are called side lin6s0 A lin6 which is ree to rotate through

    3H degree with respect to a second lin6 will ,e said to re#ol#e relati#e to the

    second lin6 >not necessarily a rame?0 $ it is possi,le or all our ,ars to

    ,ecome simultaneously aligned such a state is called a change point0

    )ome important concepts in lin6 mechanisms are1

    ran61 A side lin6 which re#ol#es relati#e to the rame is called a cran60

    Roc6er1 Any lin6 which does not re#ol#e is called a roc6er0

    ran6-roc6er mechanism1 $n a our ,ar lin6age i the shorter side lin6

    re#ol#es and the other one roc6s >i0e0 oscillates? it is called a cran6-roc6er

    mechanism0

    Dou,le-cran6 mechanism1 $n a our ,ar lin6age i ,oth o the side lin6s

    re#ol#e it is called a dou,le-cran6 mechanism0

    Dou,le-roc6er mechanism1 $n a our ,ar lin6age i ,oth o the side lin6s roc6

    it is called a dou,le-roc6er mechanism0

    50203 lassication

    Beore classiying our-,ar lin6ages we need to introduce some ,asic

    nomenclature0

    $n a our-,ar lin6age we reer to the line segment ,etween hinges on a gi#en

    lin6 as a ,ar where1

    s @ length o shortest ,ar

    l @ length o longest ,ar

    p / @ lengths o intermediate ,ar

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    8rashoGs theorem states that a our-,ar mechanism has at least one

    re#ol#ing lin6 i

    s l Q@ p /

    >5-.?

    and all three mo,ile lin6s will roc6 i

    s l p /

    >5-2?

    +he ine/uality 5-. is 8rashoGs criterion0

    All our-,ar mechanisms all into one o the our categories listed in +a,le 5-.1

    +a,le 5-. lassication o *our-Bar !echanisms

    ase l s #ers0 p / )hortest Bar +ype

    . Q *rameDou,le-cran6

    2 Q )ide Roc6er-cran6

    3 Q oupler Dou,l roc6er

    4 @ Any hange point

    5 Any Dou,le-roc6er

    *rom +a,le 5-. we can see that or a mechanism to ha#e a cran6 the sum othe length o its shortest and longest lin6s must ,e less than or e/ual to the

    sum o the length o the other two lin6s0 &owe#er this condition is necessary

    ,ut not suMcient0 !echanisms satisying this condition all into the ollowing

    three categories1

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    negligi,le ,ending action? and is directedalong B0 *or a gi#en orce in the coupler lin6 the tor/ue transmitted to the

    output ,ar >a,out point D? is ma%imum when the angle ,etween coupler ,ar

    B and output ,ar D is 20 +hereore angle BD is called transmission angle0

    >5-3?

    *igure 5-.. +ransmission angle

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    sometimes called a toggle point?0

    *igure 5-.H Dead point

    $n *igure 5-.. i AB is a cran6 it can ,ecome aligned with B in ull e%tension

    along the line AB.. or in e%ion with AB2 olded o#er B220

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    *igure 5-.2 K#ercoming the dead point ,y asymmetrical deployment >V

    engine?

    5020 )lider-ran6 !echanism

    +he slider-cran6 mechanism which has a well-6nown application in engines

    is a special case o the cran6-roc6er mechanism0 Fotice that i roc6er 3 in

    *igure 5-.3a is #ery long it can ,e replaced ,y a ,loc6 sliding in a cur#ed slot

    or guide as shown0 $ the length o the roc6er is innite the guide and ,loc6

    are no longer cur#ed0 Rather they are apparently straight as shown in *igure

    5-.3, and the lin6age ta6es the orm o the ordinary slider-cran6 mechanism0

    *igure 5-.3 )lider-ran6 mechanism

    5020C $n#ersion o the )lider-ran6 !echanism

    $n#ersion is a term used in 6inematics or a re#ersal or interchange o orm or

    unction as applied to 6inematic chains and mechanisms0 *or e%ample ta6inga dierent lin6 as the %ed lin6 the slider-cran6 mechanism shown in *igure

    5-.4a can ,e in#erted into the mechanisms shown in *igure 5-.4, c and d0

    Dierent e%amples can ,e ound in the application o these mechanisms0 *or

    e%ample the mechanism o the pump de#ice in *igure 5-.5 is the same as

    that in *igure 5-.4,0

    *igure 5-.4 $n#ersions o the cran6-slide mechanism

    *igure 5-.5 A pump de#ice

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    Jeep in mind that the in#ersion o a mechanism does not change the motions

    o its lin6s relati#e to each other ,ut does change their a,solute motions0

    ams

    0. $ntroduction

    0.0. A )imple %periment1 use your hand as a guide?0

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    A cam may ,e dened as a machine element ha#ing a cur#ed outline or a

    cur#ed groo#e which ,y its oscillation or rotation motion gi#es a

    predetermined specied motion to another element called the ollower 0 +he

    cam has a #ery important unction in the operation o many classes o

    machines especially those o the automatic type such as printing presses

    shoe machinery te%tile machinery gear-cutting machines and screwmachines0 $n any class o machinery in which automatic control and accurate

    timing are paramount the cam is an indispensa,le part o mechanism0 +he

    possi,le applications o cams are unlimited and their shapes occur in great

    #ariety0 )ome o the most common orms will ,e considered in this chapter0

    02 lassication o am !echanisms

    *igure -2a,cde?

    Rotating ollower >*igure -2?1

    +he ollower arm swings or oscillates in a circular arc with respect to the

    ollower pi#ot0

    +ranslating cam-translating ollower >*igure -3?0

    )tationary cam-rotating ollower1

    +he ollower system re#ol#es with respect to the center line o the #ertical

    shat0

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    *igure -3 +ranslating cam - translating ollower

    020. *ollower onguration

    Jnie-edge ollower >*igure -2a?

    Roller ollower >*igure -2,e?

    *lat-aced ollower >*igure -2c?

    K,li/ue at-aced ollower

    )pherical-aced ollower >*igure -2d?

    0202 *ollower Arrangement

    $n-line ollower1

    +he center line o the ollower passes through the center line o the camshat0

    Kset ollower1

    +he center line o the ollower does not pass through the center line o the

    cam shat0 +he amount o oset is the distance ,etween these two center

    lines0 +he oset causes a reduction o the side thrust present in the roller

    ollower0

    0203 am )hape

    Plate cam or dis6 cam1

    +he ollower mo#es in a plane perpendicular to the a%is o rotation o the

    camshat0 A translating or a swing arm ollower must ,e constrained tomaintain contact with the cam prole0

    8roo#ed cam or closed cam >*igure -4?1

    +his is a plate cam with the ollower riding in a groo#e in the ace o the cam0

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    *igure -4 8roo#ed cam

    ylindrical cam or ,arrel cam >*igure -5a?1

    +he roller ollower operates in a groo#e cut on the periphery o a cylinder0 +he

    ollower may translate or oscillate0 $ the cylindrical surace is replaced ,y a

    conical one a conical cam results0

    nd cam >*igure -5,?1

    +his cam has a rotating portion o a cylinder0 +he ollower translates or

    oscillates whereas the cam usually rotates0 +he end cam is rarely used

    ,ecause o the cost and the diMculty in cutting its contour0

    *igure -5 ylindrical cam and end cam

    0204 onstraints on the *ollower

    8ra#ity constraint1

    +he weight o the ollower system is suMcient to maintain contact0

    )pring constraint1

    +he spring must ,e properly designed to maintain contact0

    Positi#e mechanical constraint1

    A groo#e maintains positi#e action0 >*igure -4 and *igure -5a? *or the cam

    in *igure - the ollower has two rollers separated ,y a %ed distance

    which act as the constraint: the mating cam in such an arrangement is oten

    called a constant-diameter cam0

    *igure - onstant diameter cam

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    A mechanical constraint cam also ,e introduced ,y employing a dual or

    con7ugate cam in arrangement similar to what shown in *igure -C0 ach cam

    has its own roller ,ut the rollers are mounted on the same reciprocating or

    oscillating ollower0

    *igure -C Dual cam

    0205 %amples in )imDesign

    Rotating am +ranslating *ollower

    *igure -E )imDesign translating cam

    oad the )imDesign le simdesigncam0translating0sim0 $ you turn the cam

    the ollower will mo#e0 +he weight o the ollower 6eeps them in contact0 +his

    is called a gra#ity constraint cam0

    Rotating amRotating *ollower

    *igure -9 )imDesign oscillating cam

    +he )imDesign le is simdesigncam0oscillating0sim0 Fotice that a roller is

    used at the end o the ollower0 $n addition a spring is used to maintain thecontact o the cam and the roller0

    $ you try to calculate the degrees o reedom >DK*? o the mechanism you

    must imagine that the roller is welded onto the ollower ,ecause turning the

    roller does not inuence the motion o the ollower0

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    03 am Fomenclature

    *igure -.H illustrates some cam nomenclature1

    *igure -.H am nomenclature

    +race point1 A theoretical point on the ollower corresponding to the point o

    a ctitious 6nie-edge ollower0 $t is used to generate the pitch cur#e0 $n the

    case o a roller ollower the trace point is at the center o the roller0

    Pitch cur#e1 +he path generated ,y the trace point at the ollower is rotated

    a,out a stationary cam0

    reerence circle?1 +he smallest circle rom the cam center

    through the pitch cur#e0

    Base circle1 +he smallest circle rom the cam center through the cam prole

    cur#e0

    )tro6e or throw1+he greatest distance or angle through which the ollower

    mo#es or rotates0

    *ollower displacement1 +he position o the ollower rom a specic ;ero or rest

    position >usually its the position when the ollower contacts with the ,ase

    circle o the cam? in relation to time or the rotary angle o the cam0

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    Pressure angle1 +he angle at any point ,etween the normal to the pitch cur#e

    and the instantaneous direction o the ollower motion0 +his angle is

    important in cam design ,ecause it represents the steepness o the cam

    prole0

    04 !otion e#ents

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    e%cept at the end o the stro6e would ,e ;ero as shown in c0 +he diagrams

    show a,rupt changes o #elocity which result in large orces at the ,eginning

    and the end o the stro6e0 +hese orces are undesira,le especially when the

    cam rotates at high #elocity0 +he constant #elocity motion is thereore only o

    theoretical interest0

    >-.?

    0402 onstant Acceleration !otion

    onstant acceleration motion is shown in *igure -..d e 0 As indicated in e

    the #elocity increases at a uniorm rate during the rst hal o the motion and

    decreases at a uniorm rate during the second hal o the motion0 +he

    acceleration is constant and positi#e throughout the rst hal o the motion

    as shown in and is constant and negati#e throughout the second hal0 +his

    type o motion gi#es the ollower the smallest #alue o ma%imum acceleration

    along the path o motion0 $n high-speed machinery this is particularly

    important ,ecause o the orces that are re/uired to produce the

    accelerations0

    -2?

    -3?

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    0403 &armonic !otion

    A cam mechanism with the ,asic cur#e li6e g in *igure -Cg will impart simple

    harmonic motion to the ollower0 +he #elocity diagram at h indicates smooth

    action0 +he acceleration as shown at i is ma%imum at the initial position

    ;ero at the mid-position and negati#e ma%imum at the nal position0

    >-4?

    05 am Design

    +he translational or rotational displacement o the ollower is a unction o the

    rotary angle o the cam0 A designer can dene the unction according to the

    specic re/uirements in the design0 +he motion re/uirements listed ,elow

    are commonly used in cam prole design0

    050. Dis6 am with Jnie-dge +ranslating *ollower

    *igure -.2 is a s6eleton diagram o a dis6 cam with a 6nie-edge translating

    ollower0

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    Parameters1

    ro1 +he radius o the ,ase circle:

    e1 +he oset o the ollower rom the rotary center o the cam0 Fotice1 it could,e negati#e0

    s1 +he displacement o the ollower which is a unction o the rotary angle o

    the cam -- 0

    $

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    ,etween the ollower >AB? and the line o two pi#ots >AK? is H0 $t can ,e

    calculated rom the triangle KAB0

    -?

    +o get the corresponding 6nie-edge o the ollower in the in#erted

    mechanism simply turn the ollower around the center o the cam in the

    re#erse direction o the cam rotation through an angle o 0 +he 6nie edge will

    ,e in#erted to point J which corresponds to the point on the cam prole in

    the in#erted mechanism0 +hereore the coordinates o point J can ,e

    calculated with the ollowing e/uation1

    >-C?

    Fote1

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    r1 the radius o the roller0

    $!1 a parameter whose a,solute #alue is . indicating which en#elope cur#e

    will ,e adopted0

    R!1 inner or outer en#elope cur#e0

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    +he calculation o the coordinates o the point P has two steps1

    alculate the slope o the tangent tt o point J on pitch cur#e aa0

    alculate the slope o the normal nn o the cur#e aa at point J0

    )ince we ha#e already ha#e the coordinates o point J1 >% y? we can e%press

    the coordinates o point P as

    >-E?

    Fote1

    cam prole? lies inside the pitch cur#e1 R! @ .

    otherwise1 R! @ -.0C 8ears

    8ears are machine elements that transmit motion ,y means o successi#ely

    engaging teeth0 +he gear teeth act li6e small le#ers0

    C0. 8ear lassication

    8ears may ,e classied according to the relati#e position o the a%es o

    re#olution0 +he a%es may ,e

    parallel

    intersecting

    neither parallel nor intersecting0

    &ere is a ,rie list o the common orms0

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    8ears or connecting parallel shats

    8ears or connecting intersecting shats

    Feither parallel nor intersecting shats

    8ears or connecting parallel shats

    )pur gears

    +he let pair o gears ma6es e%ternal contact and the right pair o gears

    ma6es internal contact

    Parallel helical gears

    &erring,one gears >or dou,le-helical gears?

    Rac6 and pinion >+he rac6 is li6e a gear whose a%is is at innity0?

    8ears or connecting intersecting shats

    )traight ,e#el gears

    )piral ,e#el gears

    Feither parallel nor intersecting shats

    rossed-helical gears

    &ypoid gears

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    C-.?

    or

    >C-2?

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    +o o,tain the e%pected #elocity ratio o two tooth proles the normal line o

    their proles must pass through the corresponding pitch point which is

    decided ,y the #elocity ratio0 +he two proles which satisy this re/uirement

    are called con7ugate proles0 )ometimes we simply termed the tooth proles

    which satisy the undamental law o gear-tooth action the con7ugate proles0

    Although many tooth shapes are possi,le or which a mating tooth could ,e

    designed to satisy the undamental law only two are in general use1 the

    cycloidal and in#olute proles0 +he in#olute has important ad#antages -- it is

    easy to manuacture and the center distance ,etween a pair o in#olute gears

    can ,e #aried without changing the #elocity ratio0 +hus close tolerances

    ,etween shat locations are not re/uired when using the in#olute prole0 +he

    most commonly used con7ugate tooth cur#e is the in#olute cur#e >rdman N

    )andor E4?0

    C03 $n#olute ur#e

    +he ollowing e%amples are in#olute spur gears0

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    *igure C-3 $n#olute cur#e

    +he cur#e most commonly used or gear-tooth proles is the in#olute o acircle0 +his in#olute cur#e is the path traced ,y a point on a line as the line

    rolls without slipping on the circumerence o a circle0 $t may also ,e dened

    as a path traced ,y the end o a string which is originally wrapped on a circle

    when the string is unwrapped rom the circle0 +he circle rom which the

    in#olute is deri#ed is called the ,ase circle0

    $n *igure C-3 let line !F roll in the countercloc6wise direction on the

    circumerence o a circle without slipping0

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    C04 +erminology or )pur 8ears

    *igure C-4 shows some o the terms or gears0

    *igure C-4 )pur 8ear

    $n the ollowing section we dene many o the terms used in the analysis o

    spur gears0 )ome o the terminology has ,een dened pre#iously ,ut we

    include them here or completeness0 >)ee >&am 5E? or more details0?

    Pitch surace 1 +he surace o the imaginary rolling cylinder >cone etc0? that

    the toothed gear may ,e considered to replace0

    Pitch circle1 A right section o the pitch surace0

    Addendum circle1 A circle ,ounding the ends o the teeth in a right section o

    the gear0

    Root >or dedendum? circle1 +he circle ,ounding the spaces ,etween the teeth

    in a right section o the gear0

    Addendum1 +he radial distance ,etween the pitch circle and the addendum

    circle0

    Dedendum1 +he radial distance ,etween the pitch circle and the root circle0

    learance1 +he dierence ,etween the dedendum o one gear and the

    addendum o the mating gear0

    *ace o a tooth1 +hat part o the tooth surace lying outside the pitch surace0

    *lan6 o a tooth1 +he part o the tooth surace lying inside the pitch surace0

    ircular thic6ness >also called the tooth thic6ness? 1 +he thic6ness o the

    tooth measured on the pitch circle0 $t is the length o an arc and not the

    length o a straight line0

    +ooth space1 +he distance ,etween ad7acent teeth measured on the pitch

    circle0

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    Bac6lash1 +he dierence ,etween the circle thic6ness o one gear and the

    tooth space o the mating gear0

    ircular pitch p1 +he width o a tooth and a space measured on the pitch

    circle0

    Diametral pitch P1 +he num,er o teeth o a gear per inch o its pitch

    diameter0 A toothed gear must ha#e an integral num,er o teeth0 +he circular

    pitch thereore e/uals the pitch circumerence di#ided ,y the num,er o

    teeth0 +he diametral pitch is ,y denition the num,er o teeth di#ided ,y

    the pitch diameter0 +hat is

    >C-5?

    and

    >C-?

    &ence

    >C-C?

    where

    p @ circular pitch

    P @ diametral pitch

    F @ num,er o teeth

    D @ pitch diameter

    +hat is the product o the diametral pitch and the circular pitch e/uals 0

    !odule m1 Pitch diameter di#ided ,y num,er o teeth0 +he pitch diameter is

    usually specied in inches or millimeters: in the ormer case the module is

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    the in#erse o diametral pitch0

    *illet 1 +he small radius that connects the prole o a tooth to the root circle0

    Pinion1 +he smaller o any pair o mating gears0 +he larger o the pair is called

    simply the gear0

    Velocity ratio1 +he ratio o the num,er o re#olutions o the dri#ing >or input?

    gear to the num,er o re#olutions o the dri#en >or output? gear in a unit o

    time0

    Pitch point1 +he point o tangency o the pitch circles o a pair o mating

    gears0

    ommon tangent1 +he line tangent to the pitch circle at the pitch point0

    ine o action1 A line normal to a pair o mating tooth proles at their point o

    contact0

    Path o contact1 +he path traced ,y the contact point o a pair o tooth

    proles0

    Pressure angle 1 +he angle ,etween the common normal at the point o tooth

    contact and the common tangent to the pitch circles0 $t is also the angle

    ,etween the line o action and the common tangent0

    Base circle 1An imaginary circle used in in#olute gearing to generate the

    in#olutes that orm the tooth proles0

    +a,le C-. lists the standard tooth system or spur gears0 >)higley N "ic6er EH?

    +a,le C-. )tandard tooth systems or spur gears

    +a,le C-2 lists the commonly used diametral pitches0

    oarse pitch 2 2025 205 3 4 E .H .2 .

    *ine pitch 2H 24 32 4H 4E 4 9 .2H .5H 2HH

    +a,le C-2 ommonly used diametral pitches

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    >C-.4?

    +hese e/uations can ,e com,ined to gi#e the #elocity ratio o the rst gear in

    the train to the last gear1

    >C-.5?

    Fote1

    +he tooth num,er in the numerator are those o the dri#en gears and the

    tooth num,ers in the denominator ,elong to the dri#er gears0

    8ear 2 and 3 ,oth dri#e and are in turn dri#en0 +hus they are called idlergears0 )ince their tooth num,ers cancel idler gears do not aect the

    magnitude o the input-output ratio ,ut they do change the directions o

    rotation0 Fote the directional arrows in the gure0 $dler gears can also

    constitute a sa#ing o space and money >$ gear . and 4 meshes directly

    across a long center distance their pitch circle will ,e much larger0?

    +here are two ways to determine the direction o the rotary direction0 +he

    rst way is to la,el arrows or each gear as in *igure C-0 +he second way is

    to multiple mth power o =-.= to the general #elocity ratio0 internal contact gear pairs do not

    change the rotary direction?0 &owe#er the second method cannot ,e applied

    to the spatial gear trains0

    +hus it is not diMcult to get the #elocity ratio o the gear train in *igure C-,1

    >C-.?

    C0C Planetary gear trains

    Planetary gear trains also reerred to as epicyclic gear trains are those in

    which one or more gears or,it a,out the central a%is o the train0 +hus they

    dier rom an ordinary train ,y ha#ing a mo#ing a%is or a%es0 *igure C-E

    shows a ,asic arrangement that is unctional ,y itsel or when used as a part

    o a more comple% system0 8ear . is called a sun gear gear 2 is a planet

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    lin6 & is an arm or planet carrier0

    *igure C-E Planetary gear trains

    *igure C-C Planetary gears modeled using )imDesign

    +he )imDesign le is simdesigngear0planet0sim0 )ince the sun gear >the

    largest gear? is %ed the DK* o the a,o#e mechanism is one0

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    >C-.C?

    or

    >C-.E?

    C0C02 %ample

    +a6e the planetary gearing train in *igure C-E as an e%ample0 )uppose F. @

    3 F2 @ .E . @ H 2 @ 3H0

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    *igure E-. Ratchet

    A is the ratchet wheel and B is an oscillating le#er carrying the dri#ing pawl

    0 A supplementary pawl at D pre#ents ,ac6ward motion o the wheel0

    countercloc6wise? motion as ,eore0

    +he amount o ,ac6ward motion possi,le #aries with the pitch o the teeth0+his motion could ,e reduced ,y using small teeth and the e%pedient is

    sometimes used ,y placing se#eral pawls side ,y side on the same a%is the

    pawls ,eing o dierent lengths0

    +he contact suraces o wheel and pawl should ,e inclined so that they will

    not tend to disengage under pressure0 +his means that the common normal

    at F should pass ,etween the pawl and the ratchet-wheel centers0 $ this

    common normal should pass outside these limits the pawl would ,e orced

    out o contact under load unless held ,y riction0 $n many ratchetmechanisms the pawl is held against the wheel during motion ,y the action

    o a spring0

    +he usual orm o the teeth o a ratchet wheel is that shown in the a,o#e

    *igure ,ut in eed mechanisms such as used on many machine tools it is

    necessary to modiy the tooth shape or a re#ersi,le pawl so that the dri#e

    can ,e in either direction0 +he ollowing )imDesign e%ample o a ratchet also

    includes a our ,ar lin6age0

    $ you try this mechanism you may turn the cran6 o the lin6 mechanism0 +he

    roc6er will dri#e the dri#ing pawl to dri#e the ratchet wheel0 +he

    corresponding )imDesign data le is1

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    asandrew0cmu0educitcerapidprotosimdesignratchet0sim

    E02 K#errunning lutch

    A special orm o a ratchet is the o#errunning clutch0 &a#e you e#er thought

    a,out what 6ind o mechanism dri#es the rear a%le o ,icycleO $t is a ree-

    wheel mechanism which is an o#errunning clutch0 *igure E-2 illustrates a

    simplied model0 As the dri#er deli#ers tor/ue to the dri#en mem,er the

    rollers or ,alls are wedged into the tapered recesses0 +his is what gi#es the

    positi#e dri#e0 )hould the dri#en mem,er attempt to dri#e the dri#er in the

    directions shown the rollers or ,alls ,ecome ree and no tor/ue is

    transmitted0

    *igure E-2 K#errunning clutch

    E03 $ntermittent 8earing

    A pair o rotating mem,ers may ,e designed so that or continuous rotation

    o the dri#er the ollower will alternately roll with the dri#er and remain

    stationary0 +his type o arrangement is 6now ,y the general term intermittent

    gearing0 +his type o gearing occurs in some counting mechanisms motion-

    picture machines eed mechanisms as well as others0

    *igure E-3 $ntermittent gearing

    +he simplest orm o intermittent gearing as illustrated in *igure E-3 has the

    same 6ind o teeth as ordinary gears designed or continuous rotation0 +his

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    e%ample is a pair o .E-tooth gears modied to meet the re/uirement that

    the ollower ad#ance one-ninth o a turn or each turn o the dri#er0 +he

    inter#al o action is the two-pitch angle >indicated on ,oth gears?0 +he single

    tooth on the dri#er engages with each space on the ollower to produce the

    re/uired motion o a one-ninth turn o the ollower0 During the remainder o a

    dri#er turn the ollower is loc6ed against rotation in the manner shown in thegure0

    +o #ary the relati#e mo#ements o the dri#er and ollower the meshing teeth

    can ,e arranged in #arious ways to suit re/uirements0 *or e%ample the dri#er

    may ha#e more than one tooth and the periods o rest o the ollower may ,e

    uniorm or may #ary considera,ly0 ounting mechanisms are oten e/uipped

    with gearing o this type0

    E04 +he 8ene#a

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    An e%ample o this mechanism has ,een made in )imDesign as in the

    ollowing picture0

    +he corresponding )imDesign data le is1

    asandrew0cmu0educitcerapidprotosimdesigngene#a0sim

    E05 +he "ni#ersal Loint

    +he engine o an automo,ile is usually located in ront part0 &ow does it

    connect to the rear a%le o the automo,ileO $n this case uni#ersal 7oints are

    used to transmit the motion0

    *igure E-5 "ni#ersal 7oint

    +he uni#ersal 7oint as shown in *igure E-5 is also 6nown in the older literature

    as &oo6eGs coupling0 Regardless o how it is constructed or proportioned or

    practical use it has essentially the orm shown in *igure E- consisting o two

    semicircular or6s 2 and 4 pin-7ointed to a right -angle cross 30

    *igure E- 8eneral orm or a uni#ersal 7oint

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    +he dri#er 2 and the ollower 4 ma6e the complete re#olution at the same

    time ,ut the #elocity ratio is not constant throughout the re#olution0 +he

    ollowing analysis will show how complete inormation as to the relati#e

    motions o dri#er and ollower may ,e o,tained or any phase o the motion0

    E050. Analysis o a "ni#ersal Loint

    *igure E-C Analysis o a uni#ersal 7oint

    $ the plane o pro7ection is ta6en perpendicular to the a%is o 2 the path o a

    and , will ,e a circle AJB as shown in *igure E-C0

    $ the angle ,etween the shats is the path o c and d will ,e a circle that is

    pro7ected as the ellipse ABD in which

    K @ KD @ KJcos @ KAcos

    >E-.?

    $ one o the arms o the dri#er is at A an arm o the ollower will ,e at 0 $

    the dri#er arm mo#es through the angle to P the ollower arm will mo#e to

    T0 KT will ,e perpendicular to KP: hence1 angle KT @ 0 But angle KT is the

    pro7ection o the real angle descri,es ,y the ollower0 Tn is the real

    component o the motion o the ollower in a direction parallel to AB and line

    AB is the intersection o the planes o the dri#erGs and the ollowerGs planes0

    +he true angle descri,ed ,y the ollower while the dri#er descri,es theangle can ,e ound ,y re#ol#ing KT a,out AB as an a%is into the plane o

    the circle AJB0 +hen KR @ the true length o KT and RKJ @ @ the true

    angle that is pro7ected as angle KT @ 0

    Fow

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    tan @ RmKm

    and

    tan @ TnKn

    But

    Tn @ Rm

    &ence

    +hereore

    tan @ costan

    +he ratio o the angular motion o the ollower to that o the dri#er is ound as

    ollower ,y dierentiating a,o#e e/uation remem,ering that is constant

    liminating 1

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    )imilarly can ,e eliminated1

    According to the a,o#e e/uations when the dri#er has a uniorm angular

    #elocity the ratio o angular #elocities #aries ,etween e%tremes o cos and

    .cos0 +hese #ariations in #elocity gi#e rise to inertia orces tor/ues noise

    and #i,ration which would not ,e present i the #elocity ratio were constant0

    E0502 Dou,le "ni#ersal Loint

    By using a dou,le 7oint shown on the right in *igure E-C the #ariation o

    angular motion ,etween dri#er and ollower can ,e entirely a#oided0 +his

    compensating arrangement is to place an intermediate shat 3 ,etween the

    dri#er and ollower shats0 +he two or6s o this intermediate shat must lie in

    the same plane and the angle ,etween the rst shat and the intermediate

    shat must e%actly ,e the same with that ,etween the intermediate shat and

    the last shat0 $ the rst shat rotates uniormly the angular motion o the

    intermediate shat will #ary according to the result deduced a,o#e0 +his

    #ariation is e%actly the same as i the last shat rotated uniormly dri#ing the

    intermediate shat0 +hereore the #aria,le motion transmitted to the

    intermediate shat ,y the uniorm rotation o the rst shat is e%actly

    compensated or ,y the motion transmitted rom the intermediate to the last

    shat the uniorm motion o either o these shats will impart through the

    intermediate shat uniorm motion to the other0

    "ni#ersal 7oints particularly in pairs are used in many machines0 Kne

    common application is in the dri#e shat which connects the engine o an

    automo,iles to the a%le0