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13.1 Mechanism Kinematics, Linkages, Cams & Simple Machines

Key Takeaways

  • Gruebler's (Kutzbach) mobility criterion M=3(n−1)−2j1−j2M = 3(n-1) - 2 j_1 - j_2 determines the degrees of freedom for planar mechanisms, where M=1M = 1 denotes a constrained single-input mechanism, M=0M = 0 is a statically determinate structure, and M<0M < 0 is a statically indeterminate pre-stressed structure.

  • Grashof's condition s+l≤p+qs + l \le p + q governs whether continuous relative rotation is possible in a four-bar linkage; if satisfied, fixing the link adjacent to the shortest link yields a crank-rocker, fixing the shortest link yields a double-crank (drag link), and fixing the coupler opposite the shortest yields a double-rocker.

  • The transmission angle μ\mu between the coupler and output follower should be maintained within 45∘≤μ≤135∘45^\circ \le \mu \le 135^\circ throughout the operating cycle to prevent high joint friction, excessive bearing side-loads, and transmission lockup.

  • By the Kennedy-Aronhold theorem, any three bodies in relative planar motion share three instant centers of velocity that lie on a single straight line, allowing direct determination of angular velocity ratios ωjωi=rIij/I1irIij/I1j\frac{\omega_j}{\omega_i} = \frac{r_{I_{ij}/I_{1i}}}{r_{I_{ij}/I_{1j}}} without solving closed-loop vector equations.

  • In a toggle mechanism, two connecting links approach collinearity (180∘180^\circ or 0∘0^\circ), causing output velocity to approach zero for a finite input velocity and resulting in theoretical mechanical advantage MA=FoutFin=vinvout→∞MA = \frac{F_{out}}{F_{in}} = \frac{v_{in}}{v_{out}} \to \infty.

Last updated: October 2026

13.1 Mechanism Kinematics, Linkages & Instant Centers

Kinematics is the study of geometry in motion—analyzing position, displacement, velocity, and acceleration of machine components without regard to the forces causing the motion. In machine design and mechanical automation, kinematic synthesis and analysis ensure that linkages, actuators, and transmissions guide tooling through required paths, produce necessary mechanical advantage, and minimize peak inertial accelerations. Understanding mechanism mobility, four-bar linkage dynamics, slider-crank behavior, and instant centers provides the analytical foundation required for machine design problems on the PE exam.


Planar Mechanism Mobility & Degrees of Freedom

The mobility (or degrees of freedom, MM) of a mechanical linkage represents the number of independent input parameters (typically position coordinates or actuator inputs) required to completely define the physical configuration and spatial orientation of every link in the mechanism.

Gruebler's (Kutzbach) Criterion for Planar Mechanisms

In an unconstrained planar system, an isolated rigid link possesses 3 independent degrees of freedom: translation in xx, translation in yy, and rotation θ\theta about the zz-axis. When nn rigid links are assembled into a mechanism, one link is selected as the stationary ground frame (leaving n−1n-1 moving links with 3(n−1)3(n-1) unconstrained degrees of freedom). Connecting these links with kinematic joints removes degrees of freedom.

The degree of freedom of a planar mechanism is evaluated using Gruebler's criterion (also referred to as the Kutzbach mobility equation):

M=3(n−1)−2j1−j2M = 3(n - 1) - 2 j_1 - j_2

where:

  • nn = total number of links in the mechanism, including the fixed base/ground frame (n≥2n \ge 2).
  • j1j_1 = total number of single-degree-of-freedom joints (lower pairs). Each j1j_1 joint removes 2 degrees of relative motion, permitting 1 degree of freedom.
  • j2j_2 = total number of two-degree-of-freedom joints (higher pairs). Each j2j_2 joint removes 1 degree of relative motion, permitting 2 degrees of freedom.
                             Joint Classifications
  +-------------------------------------------------------------------------+
  | Joint Type             | Allowed Relative Motion | DOF Removed | Symbol |
  |------------------------+-------------------------+-------------+--------|
  | Revolute (Pin)         | 1-DOF Rotation          | 2 DOF       | j_1    |
  | Prismatic (Slider)     | 1-DOF Translation       | 2 DOF       | j_1    |
  | Cam-Follower (Roll/Slip)| Rotation + Tangent Slip | 1 DOF       | j_2    |
  | Gear Tooth Mesh        | Rolling + Sliding       | 1 DOF       | j_2    |
  | Pin-in-Slot            | Sliding + Rotation      | 1 DOF       | j_2    |
  +-------------------------------------------------------------------------+

Physical Significance of Mobility (MM)

  • M=1M = 1 (Constrained Mechanism): The system possesses exactly one degree of freedom. A single driver (e.g., an electric motor rotating a crank at ω\omega or a hydraulic cylinder extending a rod at vv) produces determinate, repeatable motion in all other links.
  • M>1M > 1 (Multi-Degree-of-Freedom Mechanism): The mechanism requires MM independent actuators to control its configuration (e.g., a two-link robotic arm with M=2M = 2 requiring two servo actuators).
  • M=0M = 0 (Statically Determinate Structure): The links form a rigid frame or truss incapable of gross kinematic motion without elastic deformation.
  • M<0M < 0 (Statically Indeterminate Structure): The system contains redundant constraints (pre-stressed structure). Assembling the links requires elastic deformation or high manufacturing tolerances.

Joint Multiplicity and Idle Degrees of Freedom

Two practical caveats frequently appear on kinematic exams:

  1. Multiple Pin Joints: When kk links are pinned together at the same physical pivot point, the junction is counted as (k−1)(k - 1) separate 1-DOF revolute joints (j1j_1). For example, three links pinned together at a single hinge count as 3−1=23 - 1 = 2 pin joints.
  2. Idle (Redundant) Degrees of Freedom (fidlef_{\text{idle}}): Certain mechanisms incorporate components that move without altering the primary kinematic relationship between input and output. A standard cam mechanism with a rotating roller follower possesses an idle rotational degree of freedom of the roller about its own axis. The modified mobility equation is: M=3(n−1)−2j1−j2−fidleM = 3(n - 1) - 2 j_1 - j_2 - f_{\text{idle}}

Four-Bar Linkages & Grashof's Condition

The planar four-bar linkage is the fundamental building block of kinematic machinery. It consists of four rigid links connected by four revolute joints:

  • Link 1: Fixed base frame (ground)
  • Link 2: Input link (driver / crank)
  • Link 3: Coupler link (connecting rod)
  • Link 4: Output link (rocker / follower)
                     Four-Bar Linkage Diagram
                           Coupler (Link 3)
                       A +-----------------+ B
                        /                   \
        Input (Link 2) /                     \ Output (Link 4)
                      /                       \
                   O_2 +-----------------------+ O_4
                           Ground (Link 1)

Grashof's Criterion

Grashof's law predicts the rotational behavior of a planar four-bar linkage based entirely on the lengths of its four links:

  • Let ss = length of the shortest link
  • Let ll = length of the longest link
  • Let p,qp, q = lengths of the two intermediate links

A linkage is Grashof if:

s+l≤p+qs + l \le p + q

If this inequality is satisfied, at least one link can execute a continuous 360∘360^\circ rotation relative to the other three links.

Classifications of Grashof Linkages (s+l<p+qs + l < p + q)

Depending on which link is chosen as the fixed ground frame (inversion), three distinct mechanisms arise:

  1. Crank-Rocker Mechanism:

    • Ground link is adjacent to the shortest link ss.
    • The shortest link ss serves as the input crank, rotating continuously through 360∘360^\circ.
    • The opposite grounded link oscillates back and forth over a finite angular stroke as an output rocker.
    • Widely utilized in windshield wipers, sewing machine needle drives, and reciprocating conveyors.
  2. Double-Crank Mechanism (Drag-Link):

    • The shortest link ss is the stationary ground link.
    • Both links connected to ground (links 2 and 4) are capable of complete 360∘360^\circ continuous rotation.
    • When driven at a constant input angular velocity, the output crank rotates with a cyclically varying angular velocity, functioning as a quick-return motion generator.
  3. Double-Rocker Mechanism:

    • The link opposite the shortest link ss is chosen as the ground link (i.e., shortest link ss is the coupler).
    • Both grounded links rock back and forth through bounded angular ranges; neither grounded link can rotate fully through 360∘360^\circ, though the floating coupler executes full rotations.

Non-Grashof Linkages (s+l>p+qs + l > p + q)

If s+l>p+qs + l > p + q, the linkage is Non-Grashof (Triple-Rocker). No link can make a complete 360∘360^\circ revolution relative to any other link. All three moving links oscillate between limit stops regardless of which link is grounded.

Change-Point Mechanisms (s+l=p+qs + l = p + q)

When s+l=p+qs + l = p + q, the linkage is a change-point mechanism (e.g., a parallelogram or deltoid linkage). At the collinear positions (where all four links become parallel or lie on a single straight line), the output motion becomes indeterminate. The mechanism can "toggle" or fold back on itself unless guided through the change point by flywheel inertia or duplicate out-of-phase links (such as steam locomotive side-rods).

Transmission Angle (μ\mu)

The transmission angle μ\mu is defined as the acute angle between the coupler link (link 3) and the output rocker link (link 4):

                F_coupler
         Link 3 ---------> * (Joint B)
                          / \
                         /   \  Transmission Angle mu
                        /     \
                       /       \  Link 4 (Output Rocker)
                      v         v
                   F_axial   F_transverse = F_coupler * sin(mu)

The force transmitted from the coupler drives the output rocker through the transverse component Ftransverse=Fcouplersin⁡μF_{\text{transverse}} = F_{\text{coupler}} \sin\mu, while the axial component Faxial=Fcouplercos⁡μF_{\text{axial}} = F_{\text{coupler}} \cos\mu generates bearing reaction loads on pivot O4O_4.

  • Ideal Condition: μ=90∘\mu = 90^\circ (maximum torque transmission, zero axial bearing load).
  • Design Criterion: For smooth, reliable operation without mechanical locking or excessive wear, the transmission angle throughout the entire cycle should satisfy: 45∘≤μ≤135∘(∣90∘−μ∣≤45∘)45^\circ \le \mu \le 135^\circ \quad (|90^\circ - \mu| \le 45^\circ)
  • If μ<45∘\mu < 45^\circ or μ>135∘\mu > 135^\circ, force transmission efficiency drops significantly, mechanical deflection increases, and the linkage risks binding or jamming.

Using the law of cosines, the extreme transmission angles occur when the input crank is collinear with the fixed ground frame:

  • Minimum Transmission Angle μmin⁡\mu_{\min} (at θ2=0∘\theta_2 = 0^\circ, inner dead center): cos⁡μmin⁡=L32+L42−(L1−L2)22L3L4\cos\mu_{\min} = \frac{L_3^2 + L_4^2 - (L_1 - L_2)^2}{2 L_3 L_4}
  • Maximum Transmission Angle μmax⁡\mu_{\max} (at θ2=180∘\theta_2 = 180^\circ, outer dead center): cos⁡μmax⁡=L32+L42−(L1+L2)22L3L4\cos\mu_{\max} = \frac{L_3^2 + L_4^2 - (L_1 + L_2)^2}{2 L_3 L_4}

Slider-Crank Mechanism Kinematics

The slider-crank mechanism converts rotational motion into reciprocating linear motion (or vice versa), serving as the foundational kinematics for internal combustion engines, reciprocating compressors, and stamping presses.

                      Slider-Crank Kinematics
                       Coupler (Length l)
                     A +-------------------+
                      /                     \ Piston (Slider)
          Crank (r)  /                       +-------+
                    / theta                  | P (x) | ===>
                 O +-------------------------+-------+
                            Stroke Axis

Analytical Displacement, Velocity & Acceleration

Let:

  • rr = crank radius (length of link 2)
  • ll = connecting rod length (length of link 3)
  • λ=rl\lambda = \frac{r}{l} = crank-to-rod ratio (typically 0.20≤λ≤0.300.20 \le \lambda \le 0.30)
  • θ=ωt\theta = \omega t = crank angle measured from Top Dead Center (TDC)
  • ω\omega = constant crank angular velocity (rad/s)

Measuring slider displacement xx from the crank center OO toward the slider:

x(θ)=rcos⁡θ+l2−r2sin⁡2θ=rcos⁡θ+l1−λ2sin⁡2θx(\theta) = r \cos\theta + \sqrt{l^2 - r^2 \sin^2\theta} = r \cos\theta + l \sqrt{1 - \lambda^2 \sin^2\theta}

Measuring piston displacement ss from Top Dead Center (s=0s = 0 when θ=0\theta = 0):

s(θ)=(r+l)−x(θ)=r(1−cos⁡θ)+l(1−1−λ2sin⁡2θ)s(\theta) = (r + l) - x(\theta) = r(1 - \cos\theta) + l \left(1 - \sqrt{1 - \lambda^2 \sin^2\theta}\right)

Applying the binomial series approximation 1−u≈1−12u\sqrt{1 - u} \approx 1 - \frac{1}{2}u (valid because λ2≪1\lambda^2 \ll 1):

1−λ2sin⁡2θ≈1−λ22sin⁡2θ=1−λ24(1−cos⁡2θ)\sqrt{1 - \lambda^2 \sin^2\theta} \approx 1 - \frac{\lambda^2}{2} \sin^2\theta = 1 - \frac{\lambda^2}{4}(1 - \cos 2\theta)

This yields the standard engineering approximations widely applied in engine kinematics:

  1. Piston Displacement (ss from TDC):

    s≈r[(1−cos⁡θ)+r4l(1−cos⁡2θ)]s \approx r \left[ (1 - \cos\theta) + \frac{r}{4l} (1 - \cos 2\theta) \right]
  2. Piston Velocity (v=s˙v = \dot{s}):

    v=rω(sin⁡θ+r2lsin⁡2θ)v = r \omega \left( \sin\theta + \frac{r}{2l} \sin 2\theta \right)
  3. Piston Acceleration (a=v˙=s¨a = \dot{v} = \ddot{s}):

    a=rω2(cos⁡θ+rlcos⁡2θ)a = r \omega^2 \left( \cos\theta + \frac{r}{l} \cos 2\theta \right)

Primary vs. Secondary Inertia Dynamics

  • Primary Term (cos⁡θ\cos\theta): Oscillates at engine running frequency ω\omega. Represents pure harmonic motion of an infinitely long connecting rod (l/r→∞l/r \to \infty).
  • Secondary Term (rlcos⁡2θ\frac{r}{l}\cos 2\theta): Oscillates at twice engine frequency (2ω2\omega). Arises from the angular obliquity of the connecting rod. It causes the piston to travel faster and experience higher accelerations during the top half of the stroke than the bottom half.

At Top Dead Center (θ=0∘\theta = 0^\circ):

aTDC=rω2(1+rl)a_{\text{TDC}} = r \omega^2 \left(1 + \frac{r}{l}\right)

At Bottom Dead Center (θ=180∘\theta = 180^\circ):

aBDC=−rω2(1−rl)a_{\text{BDC}} = -r \omega^2 \left(1 - \frac{r}{l}\right)

Instant Centers of Velocity & Kennedy's Theorem

An instant center of velocity (IC) between two bodies in planar motion is a point common to both bodies (or their rigid extensions) having identical instantaneous linear velocity vectors in both magnitude and direction.

Notation and Number of Instant Centers

The instant center between body ii and body jj is denoted IijI_{ij} (or IC(i,j)IC(i,j)). Because Iij≡IjiI_{ij} \equiv I_{ji}, the total number of instant centers NN for a mechanism containing nn links is the number of 2-link combinations:

N=n(n−1)2N = \frac{n(n - 1)}{2}

For a standard 4-bar linkage or slider-crank (n=4n = 4 links):

N=4(4−1)2=6 instant centers: I12,I23,I34,I14,I13,I24N = \frac{4(4 - 1)}{2} = 6 \text{ instant centers: } I_{12}, I_{23}, I_{34}, I_{14}, I_{13}, I_{24}

Locating Primary Instant Centers by Inspection

  1. Revolute (Pin) Joint: The instant center IijI_{ij} between two pinned links is located directly at the physical center of the pin.
  2. Prismatic (Slider) Joint: The instant center IijI_{ij} between a slider and its straight guide lies at infinity (∞\infty) along a line perpendicular to the sliding axis.
  3. Pure Rolling Contact: The instant center IijI_{ij} between two bodies rolling without slip is located at the instantaneous point of contact.
  4. Rolling with Sliding: The instant center lies along the common normal at the point of contact.

Kennedy-Aronhold Theorem of Three Centers

Kennedy-Aronhold Theorem: The three instant centers associated with any three bodies undergoing relative planar motion (Iij,Ijk,and IikI_{ij}, I_{jk}, \text{and } I_{ik}) must lie on a single straight line.

This theorem provides the geometric tool to find secondary instant centers without calculations:

  • To find I13I_{13} for links 1, 2, and 3: I13I_{13} must lie on the line passing through I12I_{12} and I23I_{23}. Simultaneously, considering links 1, 4, and 3, I13I_{13} must lie on the line passing through I14I_{14} and I34I_{34}. The intersection of line (I12−I23)(I_{12}-I_{23}) and line (I14−I34)(I_{14}-I_{34}) locates I13I_{13}.
  • To find I24I_{24}: I24I_{24} lies at the intersection of line (I12−I14)(I_{12}-I_{14}) (the ground link line) and line (I23−I34)(I_{23}-I_{34}) (the coupler link line).
                      Kennedy's Circle Diagram Method
                            1 (Ground)
                           / \ 
                          /   \ 
                (Link 2) 2 --- 4 (Link 4)
                          \   / 
                           \ / 
                            3 (Coupler)
   Intersection of chords (1-2-3) and (1-4-3) locates instant center I_13
   Intersection of chords (2-1-4) and (2-3-4) locates instant center I_24

Velocity Analysis Using Instant Centers

Instant centers allow direct calculation of velocities without setting up trigonometric loop-closure matrices:

  1. Linear Velocity of Instant Center IijI_{ij}: Because IijI_{ij} is common to body ii (rotating about ground pivot I1iI_{1i}) and body jj (rotating about ground pivot I1jI_{1j}):

    vIij=ωi⋅rIij/I1i=ωj⋅rIij/I1jv_{I_{ij}} = \omega_i \cdot r_{I_{ij}/I_{1i}} = \omega_j \cdot r_{I_{ij}/I_{1j}}
  2. Angular Velocity Ratio Theorem: Rearranging the common velocity relationship gives the angular velocity ratio between any two links directly from the geometric distances to their mutual instant center:

    ωjωi=rIij/I1irIij/I1j\frac{\omega_j}{\omega_i} = \frac{r_{I_{ij}/I_{1i}}}{r_{I_{ij}/I_{1j}}}

    For a four-bar linkage, the output rocker velocity ω4\omega_4 relative to input crank velocity ω2\omega_2 is:

    ω4ω2=O2I24O4I24\frac{\omega_4}{\omega_2} = \frac{O_2 I_{24}}{O_4 I_{24}}

    where O2≡I12O_2 \equiv I_{12} and O4≡I14O_4 \equiv I_{14}.


Mechanical Advantage & Toggle Mechanisms

Mechanical Advantage Definition

Assuming an ideal, frictionless mechanism, power input equals power output:

Pin=Pout  ⟹  Finvin=Foutvout(or Tinωin=Toutωout)P_{\text{in}} = P_{\text{out}} \implies F_{\text{in}} v_{\text{in}} = F_{\text{out}} v_{\text{out}} \quad (\text{or } T_{\text{in}} \omega_{\text{in}} = T_{\text{out}} \omega_{\text{out}})

The Mechanical Advantage (MAMA) is defined as the ratio of output force to input force:

MA=FoutFin=vinvoutMA = \frac{F_{\text{out}}}{F_{\text{in}}} = \frac{v_{\text{in}}}{v_{\text{out}}}

For rotational input and output:

MAtorque=ToutTin=ωinωout=O4I24O2I24MA_{\text{torque}} = \frac{T_{\text{out}}}{T_{\text{in}}} = \frac{\omega_{\text{in}}}{\omega_{\text{out}}} = \frac{O_4 I_{24}}{O_2 I_{24}}

Toggle Mechanisms (MA→∞MA \to \infty)

A toggle mechanism occurs when two moving links become collinear (the included angle between them approaches 180∘180^\circ or 0∘0^\circ).

                         Toggle Mechanism Alignment
                                F_in
                                 |
                                 v
                     Link 2      A      Link 3
            Fixed O +-----------*-----------+ B (Slider / Output Tool)
                    <----------------------->
                     Collinear Alignment (180 deg)
                     Output velocity v_B -> 0
                     Mechanical Advantage MA -> Infinity

As the links approach collinearity:

vout=vintan⁡α  ⟹  lim⁡α→0vout=0v_{\text{out}} = v_{\text{in}} \tan\alpha \implies \lim_{\alpha \to 0} v_{\text{out}} = 0 MA=FoutFin=lim⁡vout→0vinvout→∞MA = \frac{F_{\text{out}}}{F_{\text{in}}} = \lim_{v_{\text{out}} \to 0} \frac{v_{\text{in}}}{v_{\text{out}}} \to \infty

In actual machinery, the output force is finite, limited only by the structural elasticity of the links, frame rigidity, and pin joint clearances. Toggle positions are widely used in:

  • Rock crushers and toggle presses (generating high crushing loads from modest actuator inputs)
  • Manual clamping fixtures (holding workpieces securely without continuous clamping force)
  • Aircraft landing gear locks (over-center toggle geometry ensures positive mechanical lock under landing impact loads)

Simple Machines, Cams & Intermittent-Motion Devices

Simple Machines and Ideal Mechanical Advantage

Every mechanism trades force for distance. The ideal mechanical advantage (IMA) follows from geometry alone; the actual advantage is MA=η×IMAMA = \eta \times IMA.

MachineIdeal mechanical advantage (output force / input force)
Levera/ba/b (input arm length divided by output arm length)
Wheel and axleR/rR/r
Pulley block (block and tackle)Number of rope parts supporting the moving block
Inclined planeL/h=1/sin⁡θL/h = 1/\sin\theta (force applied along the slope)
Screw jack2πR/l2\pi R/l (handle radius RR, lead ll)

Mini-example: A block and tackle with four rope parts supporting the moving block lifts an 8 kN8\,\text{kN} load at 85%85\% efficiency. The pull required is 8,000/(4×0.85)=2,353 N8{,}000/(4 \times 0.85) = 2{,}353\,\text{N}, and 4 m4\,\text{m} of rope must be pulled for each 1 m1\,\text{m} of lift. Friction makes many wedges and screws self-locking (see power screws in Section 10.4).

Cams and Followers

A cam converts rotation into a programmed follower motion (rise, dwell, return). Followers may be knife-edge, roller or flat-faced, translating or oscillating, and are held in contact by a spring (force closure) or a groove (form closure). The motion law matters because acceleration drives inertia forces and vibration:

Rise motionBehavior at the start and end of the riseUse
Uniform velocityInfinite acceleration (impact) at each endOnly very slow cams
Parabolic (constant acceleration)Finite acceleration but infinite jerk at transitionsModerate speeds
Simple harmonicAcceleration jumps at the ends when dwells are adjacentModerate speeds
CycloidalZero acceleration at both ends of the riseHigh-speed cams with dwells

For a cycloidal rise of height hh over cam angle β\beta at cam speed ω\omega, the follower displacement is y=h[θ/β−12πsin⁡(2πθ/β)]y = h\left[\theta/\beta - \tfrac{1}{2\pi}\sin(2\pi\theta/\beta)\right], the peak velocity is 2hω/β2h\omega/\beta, and the peak acceleration is 2πhω2/β22\pi h \omega^2/\beta^2. For a simple harmonic rise, the peak acceleration is π2hω2/(2β2)\pi^2 h \omega^2/(2\beta^2).

The pressure angle is the angle between the follower's direction of motion and the common normal at the contact point. A common rule of thumb keeps it below about 30∘30^\circ for translating roller followers; a larger base circle reduces it at the cost of a bigger cam. The return spring must exceed the follower inertia force m ∣amin⁡∣m\,|a_{\min}| during deceleration, or the follower will jump off the cam.

Intermittent-Motion Devices

  • An external Geneva wheel with nn slots advances 360∘/n360^\circ/n per driver revolution. It moves only while the driver turns through 180∘−360∘/n180^\circ - 360^\circ/n and dwells for the rest: a 4-slot Geneva moves during 90∘90^\circ of driver rotation and dwells for 270∘270^\circ.
  • Ratchets and pawls permit motion in one direction only, for indexing and for holding loads on hoists and winches.

Step-by-Step Worked Kinematic Problem

Problem Statement

A planar four-bar mechanism O2ABO4O_2 A B O_4 drives an industrial sorting feeder. The mechanism has the following link lengths:

  • Ground link L1=O2O4=400 mmL_1 = O_2 O_4 = 400\,\text{mm}
  • Input crank L2=O2A=120 mmL_2 = O_2 A = 120\,\text{mm}
  • Coupler link L3=AB=350 mmL_3 = A B = 350\,\text{mm}
  • Output rocker L4=O4B=280 mmL_4 = O_4 B = 280\,\text{mm}

The input crank O2AO_2 A rotates at a constant angular velocity ω2=25.0 rad/s\omega_2 = 25.0\,\text{rad/s} counterclockwise.

Calculate:

  1. Verify Grashof's condition and identify the mechanism classification.
  2. Compute the minimum and maximum transmission angles (μmin⁡\mu_{\min} and μmax⁡\mu_{\max}) and evaluate whether the linkage operates within the recommended transmission window (45∘≤μ≤135∘45^\circ \le \mu \le 135^\circ).
  3. At the configuration where crank angle θ2=90.0∘\theta_2 = 90.0^\circ (crank perpendicular to ground line O2O4O_2 O_4), the open configuration (pin BB above the ground line) places I24I_{24} on the extended ground line 258.2 mm258.2\,\text{mm} to the left of O2O_2, so O2I24=258.2 mmO_2 I_{24} = 258.2\,\text{mm} and O4I24=658.2 mmO_4 I_{24} = 658.2\,\text{mm} (solve the triangle for BB, extend line ABAB to the ground line, and measure). Determine the instantaneous angular velocity of the output rocker ω4\omega_4, the linear velocity of pin AA (vAv_A), and the instantaneous mechanical advantage MAtorque=Tout/TinMA_{\text{torque}} = T_{\text{out}} / T_{\text{in}}.

Step-by-Step Solution

Step 1: Grashof Condition & Linkage Classification

Identify link lengths:

  • Shortest link: s=L2=120 mms = L_2 = 120\,\text{mm}
  • Longest link: l=L1=400 mml = L_1 = 400\,\text{mm}
  • Intermediate links: p=L4=280 mmp = L_4 = 280\,\text{mm}, q=L3=350 mmq = L_3 = 350\,\text{mm}

Check Grashof's inequality:

s+l=120+400=520 mms + l = 120 + 400 = 520\,\text{mm} p+q=280+350=630 mmp + q = 280 + 350 = 630\,\text{mm}

Since s+l=520<p+q=630s + l = 520 < p + q = 630, the linkage satisfies Grashof's condition (s+l<p+qs + l < p + q).

The shortest link ss is link 2 (the input crank), which is pinned directly to the fixed ground frame (link 1). Therefore, by Grashof's inversion criteria, this mechanism is a Grashof Crank-Rocker Mechanism. The input crank O2AO_2 A can rotate continuously through 360∘360^\circ, while the output link O4BO_4 B rocks back and forth.

Step 2: Transmission Angle Analysis

The transmission angle μ\mu is the angle between coupler ABA B and output rocker O4BO_4 B. The extreme values occur when the crank is collinear with the ground line O2O4O_2 O_4:

  1. Inner Dead Center ( θ2=0∘ \,\theta_2 = 0^\circ\,): The effective base of triangle ABO4A B O_4 is L1−L2=400−120=280 mmL_1 - L_2 = 400 - 120 = 280\,\text{mm}. Applying the law of cosines:

    cos⁡μmin⁡=L32+L42−(L1−L2)22L3L4=3502+2802−28022×350×280=35022×350×280=350560=0.625\cos\mu_{\min} = \frac{L_3^2 + L_4^2 - (L_1 - L_2)^2}{2 L_3 L_4} = \frac{350^2 + 280^2 - 280^2}{2 \times 350 \times 280} = \frac{350^2}{2 \times 350 \times 280} = \frac{350}{560} = 0.625 μmin⁡=arccos⁡(0.625)≈51.32∘\mu_{\min} = \arccos(0.625) \approx 51.32^\circ
  2. Outer Dead Center ( θ2=180∘ \,\theta_2 = 180^\circ\,): The effective base of triangle ABO4A B O_4 is L1+L2=400+120=520 mmL_1 + L_2 = 400 + 120 = 520\,\text{mm}. Applying the law of cosines:

    cos⁡μmax⁡=L32+L42−(L1+L2)22L3L4=3502+2802−52022×350×280=122, ⁣500+78, ⁣400−270, ⁣400196, ⁣000=−69, ⁣500196, ⁣000≈−0.35459\cos\mu_{\max} = \frac{L_3^2 + L_4^2 - (L_1 + L_2)^2}{2 L_3 L_4} = \frac{350^2 + 280^2 - 520^2}{2 \times 350 \times 280} = \frac{122,\!500 + 78,\!400 - 270,\!400}{196,\!000} = \frac{-69,\!500}{196,\!000} \approx -0.35459 μmax⁡=arccos⁡(−0.35459)≈110.77∘\mu_{\max} = \arccos(-0.35459) \approx 110.77^\circ
  3. Evaluation:

    45∘≤μmin⁡=51.3∘<μmax⁡=110.8∘≤135∘45^\circ \le \mu_{\min} = 51.3^\circ < \mu_{\max} = 110.8^\circ \le 135^\circ

    The entire transmission angle excursion (51.3∘51.3^\circ to 110.8∘110.8^\circ) falls well within the recommended 45∘≤μ≤135∘45^\circ \le \mu \le 135^\circ operational window. The linkage will operate smoothly with low pin friction and no danger of binding.

Step 3: Velocity and Mechanical Advantage Analysis

Compute the linear velocity of pin AA:

vA=ω2L2=(25.0 rad/s)×(0.120 m)=3.00 m/sv_A = \omega_2 L_2 = (25.0\,\text{rad/s}) \times (0.120\,\text{m}) = 3.00\,\text{m/s}

Using the instant center I24I_{24}, the angular velocity ratio between output link 4 and input link 2 is:

ω4ω2=O2I24O4I24=258.2 mm658.2 mm=0.3923\frac{\omega_4}{\omega_2} = \frac{O_2 I_{24}}{O_4 I_{24}} = \frac{258.2\,\text{mm}}{658.2\,\text{mm}} = 0.3923

Compute output rocker angular velocity ω4\omega_4:

ω4=ω2×0.3923=25.0 rad/s×0.3923=9.81 rad/s\omega_4 = \omega_2 \times 0.3923 = 25.0\,\text{rad/s} \times 0.3923 = 9.81\,\text{rad/s}

Compute ideal torque mechanical advantage:

MAtorque=ToutTin=ω2ω4=10.3923=658.2258.2≈2.549MA_{\text{torque}} = \frac{T_{\text{out}}}{T_{\text{in}}} = \frac{\omega_2}{\omega_4} = \frac{1}{0.3923} = \frac{658.2}{258.2} \approx 2.549

Because I24I_{24} lies outside the two fixed pivots, the rocker turns in the same direction as the crank. The linkage amplifies the input torque by a factor of about 2.55 at this configuration.

Test Your Knowledge

A planar packaging mechanism consists of 6 rigid links (including the fixed machine base). The links are connected by 7 single-degree-of-freedom revolute joints and 0 higher pairs. According to Gruebler's (Kutzbach) mobility criterion, what is the mobility of this linkage?

A

M = 0 (statically determinate structure)

B

M = 1 (single-degree-of-freedom constrained mechanism)

C

M = 2 (two-degree-of-freedom mechanism requiring two inputs)

D

M = -1 (statically indeterminate pre-stressed structure)

Test Your Knowledge

A four-bar linkage has link lengths: Ground link g = 250 mm, Input crank link a = 70 mm, Coupler link b = 210 mm, and Output link c = 190 mm. Which Grashof classification accurately describes this mechanism?

A

Non-Grashof triple-rocker mechanism because no link can complete a full 360-degree rotation.

B

Grashof double-crank (drag link) mechanism because both grounded links rotate continuously through 360 degrees.

C

Grashof crank-rocker mechanism because the shortest link is adjacent to ground and rotates continuously through 360 degrees.

D

Change-point mechanism requiring guide pins to prevent toggling at collinear points.

Test Your Knowledge

A planar four-bar mechanism has an input crank rotating at omega_2 = 20.0 rad/s. At an instantaneous configuration, the instant centers are located such that the distance from fixed pivot I_12 to mutual instant center I_24 is 150 mm, and the distance from fixed pivot I_14 to I_24 is 300 mm. What is the instantaneous angular velocity of the output link (omega_4)?

A

10.0 rad/s

B

20.0 rad/s

C

40.0 rad/s

D

5.0 rad/s

Test Your Knowledge

An external Geneva mechanism has a 6-slot driven wheel and a driver turning at constant speed. Per driver revolution, how far does the wheel index, and through what driver angle does the wheel move?

A

It indexes 60∘60^\circ, moving during 120∘120^\circ of driver rotation and dwelling for 240∘240^\circ

B

It indexes 60∘60^\circ, moving during 60∘60^\circ of driver rotation and dwelling for 300∘300^\circ

C

It indexes 90∘90^\circ, moving during 90∘90^\circ of driver rotation and dwelling for 270∘270^\circ

D

It indexes 30∘30^\circ, moving during 180∘180^\circ of driver rotation and dwelling for 180∘180^\circ

Sections you finish are checked off in the contents.