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Lecture and Drafting Manual Lesson I. Basic Concepts
LESSON I
MECHANISMS AND MACHINES
BASIC CONCEPTS
DEFINITIONS AND USEFUL INFORMATION
The Science of Mechanism treats of the laws governing the motion of parts of a machine and
the forces transmitted by these parts.
Divisions of Science of Mechanism
1. Pure Mechanism or Kinematics of Machines, which treats of the motion and forms of the
parts of the machine, and the manner of supporting and guiding them, independent of
their strength.
2. Constructive mechanism or Machine Design, which involves the calculation of forces
acting on different pars of the machine; the selection of materials on the basis of strength,
durability, and other physical properties in order to withstand these forces, the
convenience for repairs and facilities for manufacture also being taken into account.
Related Divisions of Problem in Designing Machine or in Studying the Design
1. The machine parts must be proportioned and so related to one another that each has the
proper motion.
2. Each part must be adapted to withstand the forces imposed upon it.
Synthesis is the process of contriving a scheme or a method of accomplishing a given
purpose. It is a procedure by which a product (a mechanism, for example) is developed to
satisfy a set of performance requirement.
Design is the process of prescribing the sizes, shapes, material compositions, and
arrangements of parts so that the resulting machine will perform the prescribed task.
Analysis the technique that allows the designer to critically examine an already existing or
proposed design in order to judge its suitability for the task. It is not a creative science but
one of evaluation and rating of things already conceived. It is a process in which the product
configuration is tentatively specified and then examined to determine whether the
performance requirements are met.
Kinematics is the study of motion in mechanisms without reference to the forces that act on
the system; or it is the study of motion, quite apart from the forces which produce that
motion.
Dynamics is the study of the motion of individual bodies and mechanisms under the influence
of forces and torques.
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LESSON I

MECHANISMS AND MACHINES

BASIC CONCEPTS

DEFINITIONS AND USEFUL INFORMATION

❑ The Science of Mechanism treats of the laws governing the motion of parts of a machine and

the forces transmitted by these parts.

❑ Divisions of Science of Mechanism

  1. Pure Mechanism or Kinematics of Machines, which treats of the motion and forms of the

parts of the machine, and the manner of supporting and guiding them, independent of

their strength.

  1. Constructive mechanism or Machine Design, which involves the calculation of forces

acting on different pars of the machine; the selection of materials on the basis of strength,

durability, and other physical properties in order to withstand these forces, the

convenience for repairs and facilities for manufacture also being taken into account.

❑ Related Divisions of Problem in Designing Machine or in Studying the Design

  1. The machine parts must be proportioned and so related to one another that each has the

proper motion.

  1. Each part must be adapted to withstand the forces imposed upon it.

Synthesis is the process of contriving a scheme or a method of accomplishing a given

purpose. It is a procedure by which a product (a mechanism, for example) is developed to

satisfy a set of performance requirement.

Design is the process of prescribing the sizes, shapes, material compositions, and

arrangements of parts so that the resulting machine will perform the prescribed task.

Analysis – the technique that allows the designer to critically examine an already existing or

proposed design in order to judge its suitability for the task. It is not a creative science but

one of evaluation and rating of things already conceived. It is a process in which the product

configuration is tentatively specified and then examined to determine whether the

performance requirements are met.

Kinematics is the study of motion in mechanisms without reference to the forces that act on

the system; or it is the study of motion, quite apart from the forces which produce that

motion.

Dynamics is the study of the motion of individual bodies and mechanisms under the influence

of forces and torques.

Static is the study of forces and torques in stationary systems (and systems with negligible

inertial effect).

Mechanism is a component of a machine consisting of two or more bodies arranged so that

the motion of one compels the motion of the others.

Mechanism is a kinematic chain in which one link is considered fixed for the purpose of

analysis, but motion Is possible in other links. It is a combination of rigid bodies so arranged

that the motion of one compels the motion of the others, according to a law depending on the

nature of the combination.

Mechanism is an assemblage of resistant bodies, connected by movable joints, to form a

closed kinematic chain with one link fixed and having the purpose of transforming motion.

❑ Motion of Mechanism

  1. Planar motion is a motion in a single plane or in a set of parallel planes.
  2. Spatial motion is a motion of mechanism that must be described in three dimensions.

❑ Machine is a combination of interrelated parts having definite motion and capable of

performing useful work.

Machine is a combination of resistant bodies so arranged that by their means the mechanical

forces of nature can be compelled to produce some effect or work accompanied with

determinate motions. It is a mechanism designed for the purpose of transmitting forces or

torques.

❑ Examples of Machine Parts

  • Cranks, levers, bearings, journals, shafts, crossheads, cams, gears, screws, ropes, chains,

belt pulleys, wheels, keys, collars, cylinders, pistons, connecting rods, piston rods, etc.

Engine is a machine that involves conversion of energy to produce mechanical power.

Example: Crankshaft, connecting rod, piston, and cylinder of an automotive engine

Bearing – applied, in general, to the surfaces of contact between two pieces that have relative

motion, one of which supports or partially supports the other.

❑ Bearing Arrangement according to the Relative Motion they will allow

  1. For straight translation, bearing must have plane or cylindrical surfaces.

▪ If one piece is fixed the surfaces of the moving pieces are called slides.

▪ Those of fixed pieces, slides or guides.

  1. For rotation, or turning, the bearings must have surfaces of circular cylinders, cones

conoids, or flat disks.

▪ The surface of the solid or full piece is called a journal, neck, spindle, or pivot.

▪ For hollow or open piece, a bearing, gudgeon, pedestal, plumber-block, pillow block,

bush or step.

  1. For translation and rotation combined (helical motion), they must have a helical or screw

shape.

▪ Descriptive Example: A pin joint that permit rotation only

  1. Prismatic Pair, or prism, P, is a joint that permits only relative sliding motion and

therefore is often called sliding joint. It also has a single degree of freedom (x) and a

lower pair joint (L).

▪ Schematic Diagram

▪ Descriptive Example: A straight spline that permits sliding only.

  1. Screw Pair, Helical pair, or Helix, H, is a joint that has only one degree of freedom (x or

) because the sliding and rotational motions are related by helix angle of the thread. It is

a lower pair joint (L).

▪ Schematic Diagram

▪ Descriptive Example: Power screws or helical spline

  1. Cylindric Pair or Cylinder, C, is a joint that permits both angular rotation and an

independent sliding motion. It has two degrees of freedom (x and ) and a lower pair

joint (L).

▪ Schematic Diagram

▪ Descriptive Example: A sleeve that permits both rotation and sliding

  1. Globular, Spheric Pair, or Sphere, S, is a ball-and-socket joint. It is a lower pair joint and

has three degrees of freedom (, , and ), a rotation about each of the coordinate axes. It

is a lower pair-joint (L).

▪ Schematic Diagram

C

P

H

S

▪ Descriptive Example: A ball (and socket) joint permitting rotation in three angular

directions

  1. Flat Pair, Planar pair, or Plane, P L

, is a joint that is seldom, if ever, found in mechanisms

in its undisguised form. It has three degrees (x, y, and ) of freedom and a lower pair

joint (L).

▪ Schematic Diagram

▪ Descriptive Example: A surface restraint permitting rotation and motion parallel to

the plane of the surface

  1. Universal Joint, U, a combination of two revolute joints, it permits two rotational

motions. It has two degrees of freedom ( and ) and considered as a lower pair joint (L).

▪ Schematic Diagram

▪ Descriptive Example: The hook-type universal joint that combines two revolute pairs

  1. Spur Gear Pair, G, (Rolling and Sliding) – a higher pair joint (H) with two degrees of

freedom (rolling and sliding).

▪ Schematic Diagram

▪ Descriptive Example: Spur gears, helical gears, and other gears

  1. Cam Pair – a higher pair joint (H) with two degrees of freedom (rolling and sliding). Cam

pairs appear in so many configurations that it is not practical to assign a standard symbol

or schematic representation.

▪ Descriptive Example: A disk cam and follower

  1. Wrapping Pair is a higher pair joint with two degrees of freedom.

▪ Connection between a belt and a pulley

▪ Connection between a chain and a sprocket

P L

U

G

❑ Open-loop Kinematic Chain is a linkage failing to meet the closed-loop criterion; it has one

(or more) of the links is connected to only one other link.

Linkage is any assemblage of rigid bodies connected by kinematic joints. Mechanisms and

machine may be considered linkage. It is restricted to kinematic chains made up of lower

pairs.

❑ Example of Linkage:

a. Three-bar linkage

b. Four-bar linkage

c. Six-bar lomkage

Figure 1.1. Four-bar linkage

Figure 1.2. Six-bar Linkage

Planar Motion is a motion of points in a system that moves in parallel planes.

Planar mechanism is one in which all particles describe plane curves in space and all these

curves lie in parallel planes.

Planar Linkage is a linkage in which all links have parallel motion; a linkage that has planar

motion; it utilizes lower pairs only.

Example: Crank, connecting rod, and piston of an automotive engine.

L 0

L 1

L 2

L 3

Q 1 Q 2

Connecting rod or

Coupler

Crank (driver)

Crank (driven)

Frame or fixed link

A

B

L 0

L 1

L 2

L 3

Q 1 Q 2

Floating link or

Coupler

Crank (driver)

Crank (driven)

Frame or fixed link

A

B

C

D

L 4

Floating link or

Coupler

Slider

Spatial linkage or Three-Dimensional Linkage is a general linkage in which motion cannot be

described as taking place in parallel planes. A typical example of which is an industrial

robots.

Inversion or kinematic Inversion is the process of choosing different links of a kinematic

chain for the frame.

o If two linkages have the same configuration but different fixed links, the system is called

inversion. Relative motion will be the same in both linkages.

o The absolute motion of a linkage depends on which link is fixed, that is, which link is

selected as the frame. If two otherwise identical linkages have different fixed links, then

each is an inversion of the other.

o Examples of Kinematic Inversion

  • Slider-crank Mechanism (link 0 is the fixed link)

Figure 1.3. Slider-crank Mechanism (link 0 as fixed link)

o If input motion is on 3 then 1 is the driven link. Application: Internal

Combustion Engine (ICE)

o If input motion is on 1 then 3 is the driven link. Application: Pump or

Compressor.

  • Slider-crank Mechanism (link 1 is the fixed link)

Figure 1.4. Slider-crank Mechanism (link 1 as the fixed link)

o Input motion is on link 0 and the driven is link 2

  • Slider-crank Mechanism (link 2 is the fixed link)

0

1

Q 1

3

2

0

1

Q 0

2

3

Q 2

▪ Most practical mechanisms with one independent variable have one degree of freedom.

▪ An unconstrained rigid body has six degrees of freedom: translation in three coordinate

directions and rotation about three coordinate axes.

▪ If the body is restricted to motion in a plane, there are three degrees of freedom:

translation in two coordinate directions and rotation within the plane.

Constraints Due to Joints

o Each joint reduces the mobility of a system.

o A fixed one-degree of freedom joint (say, a revolute joint) reduces a link to one degree of

freedom.

o In general, each one-degree-of-freedom joint reduces system mobility by providing five

constraints; each two-degrees-of-freedom joint provides four constraints; each three-

degrees-of-freedom joint provides three constraints; and so on.

o Each joint reduces system mobility by (6 – f i

), where f i

= the number of degreed of

freedom or the connectivity of the joint.

Number of Degrees of Freedom or Mobility of Spatial Linkage

o For General Spatial Linkage

( ) spatial L c

DF = 6 n − 1 −n

Where n L

= number of links (including one fixed link with zero degree of freedom)

n c

= total number of constraints

o For Mechanism with n J

joints with individual joint connectivity f i

i

n

c J i

i 1

n 6n f

=

= −

( ) ( )

J J

n n

spatial L J i L J i

i 1 i 1

DF 6 n 1 6n f 6 n n 1 f

= =

= − − + = − − +

 

Where n L

= number of links

n J

= number of joints

f i

= connectivity or DF of individual joints

Ex. # 1.1] Determine the DF of a closed-loop kinematic chain shown.

  • RSSR linkage

R 1

R 2

S 1

S 2

1

2

3

Solution :

For the number of links,

n 4

= 4 links

For the number of constraints,

n c

= n cR

  • n cS

  • n cS

  • n cR

Solving for the number of degrees of freedom, DF,

( ) ( ) spatial L c

DF = 6 n − 1 − n = 6 4 − 1 − 16 = 2 ans.

Other Solution:

( )

J

n

spatial L J i

i 1

DF 6 n n 1 f

=

= − − +

( ) ( )

spatial

DF = 6 4 − 4 − 1 + 1 + 3 + 3 + 1 = 2 ans.

o The RSSR mechanism above acts, for practical purpose, as one-degree-of-freedom

linkage if the degree of freedom that represents the rotation of link 2 about its own axis is

neglected.

Ex. # 1.2] Determine the DF of the RSUR mechanism below.

Solution:

Solving for the DF, ( )

spatial L c

DF = 6 n − 1 −n

Where,

c cR1 cS1 cU cR

n = n + n + n + n = 5 + 3 + 4 + 5 = 17

n L

= 4 links

Then, ( )

spatial

DF = 6 4 − 1 − 17 = 1 ans.

R 1

R 2

S 1

U

1

2

3

Solving for the number of constraints,

c cR1 cR 2 cR 3 cc

n = n + n + n + n = 5 + 5 + 5 + 4 = 19

Solving for the DF,

( ) ( )

spatial L c

DF = 6 n − 1 − n = 6 4 − 1 − 19 = − 1

▪ This is a statically indeterminate structure.

Points to Remember

  • The actual number of freedom of a mechanism depends on the joint orientation as well as

the number of links and joints.

  • A system or linkage is considered as kinematically determinate, if the DF is at least zero.
  • The system or linkage is said to be statically indeterminate structure if DF is negative.

Connectivity is the number of DF of a pair or joint in plane motion.

DETERMINATION OF DF FOR A PLANAR LINKAGE

❑ Each unconstrained link has three DF in plane motion.

❑ A fixed link has zero DF

❑ A pin joint connecting two links produces two constraints since the motion of both links must

be equal at the joint (in two coordinate directions).

❑ Equation of DF for Planar Linkage

( )

planar L J

DP = 3 n − 1 − 2 n'

Where, n’ J

= the number of one-degree-of-freedom joints or pairs

( )

=

= − − +

J

n

i

planar L J i

DF n n f

1

3 1

Where, n J

= number of joints with individual connectivity f i

Ex. #1.5] Determine the DF of planar linkage shown.

O 1

O 2

A

B

1

2

3

Given: Planar Mechanism shown above

nL = 4 links n’J = 4 one-degree of freedom joints

Required:

The degrees of freedom

Solution:

Solving for the DF,

( )

( )

( = 3 − 1 − 2 = 34 − 1 − 24 )= 1

planar l J

DF n n'

Solving for the DF using the other equation,

( ) ( ) ( )

J

n

L J i

i 1

DF 3 n n 1 f 3 4 4 1 1 1 1 1 1

=

Ex. # 1.6] Determine the DF of a planar linkage shown below:

n L

n’ J

Solution:

Solving for the DF

DF = 3(n L

    1. – 2n’ J

Ex. # 1.7] Determine the DF of the planar linkage shown below.

Q 1

Q 4

A

C

1

2

3

B

4

Q 1

A

1

2

3

B

Joints or Pairs Used for Planar Linkages

  1. Revolute or pin joint

Pair = lower pair, L

f i

  1. Prism or Sliding pair

Pair = lower pair, L

f i

  1. Can Pair

Pair = lower pair, L

f i

  1. Gear Pair

Pair = lower pair, L

f i

ONE-DEGREE-OF-FREEDOM CONFIGURATION (Planar Mechanism)

o To determine a planar linkage with one-degree-of-freedom, the following equation is

used, known as Grubler Criterion.

2n’ J

  • 3n L

Where, n L

& n’ J

must be positive and n L

must be an even number.

Ex. # 1.9] Determine the number of revolute joint for 2-bar linkage with DF = 1.

Solution:

Using the Grubler criterion,

2n’ J

  • 2n L

( )

L

J

3n 4

n ' 1

Ex. 1.10] Determine the number of revolute joint of a linkage with 6 links and at DF = 1.

Solution:

Using the Grubler criterion,

( )

L

J

3n 4

n ' 7

Configuration of Planar Linkage with DF = 1

  1. Watt Linkage – is a planar linkage with configuration of n L

= 6, n’ J

= 7, and DF = 1.

Kinematic sketch is shown in Figure 1.6 below.

Figure 1.6. Watt Linkage

o One of the links may be considered as the fixed link or frame.

  1. Stephenson linkage – is another planar linkage with configuration of n L

= 6, n’ J

= 7, and

DF = 1. Kinematic sketch is shown in Figure 1.7 below

Figure 1.7. Stephenson Linkage

o One of the links may be considered as the fixed link or frame.

Kutzbach Criterion for the Mobility of a Planar Mechanism

  1. If the mobility m > 0, the mechanism has m degrees of freedom
  2. If the mobility m = 1, the mechanism can be driven by a single input motion.
  3. If the mobility m = 2, two separate input motions are necessary to produce constrained

motion for the mechanism.

  1. If the mobility m = 0, motion is impossible and the mechanism forms a structure.

A

B

C D

E

F

G

CURVE GENERATION OR PATH TRACING (POSITION ANALYSIS)

❑ The connecting rod or coupler of a planar four-bar linkage may be imagined as an infinite

plane extending in all pin-connected to the input and output links. Then during motion of the

linkage, any point attached to the plane of the coupler generates some path with respect tot

the fixed link; this path is called a coupler curve. Two of these paths, namely, those

generated by the pin connection of the coupler, are simple circles with centers at the two

fixed pivots. However, other points can be found which trace much more complex curve.

Ex. # 1.11] Q 2

BCQ

4

is a four-bar linkage. Q 2

and Q 4

are fixed centers on a horizontal line 10

inches apart. Q 2

B is a link 5 inches long oscillating about Q 2

. Q

4

C is a crank 2.5 inches long that

rotates about Q 4

. BC is a connecting rod 11.5 inches long. Q 2

is to the left of Q 4

. A link, EF, 6

inches long is pinned to Q 2

B at E, 1.5 inches from B. Another link, GF, 3.5 inches long is pinned

to link BC, 4 inches from C. These links, EF and GF, are pinned together at F in their upper

position. Trace the paths of the points F and G while Q 4

C makes one complete revolution. Find

points for each 15

o

position of Q 4

C and any others necessary in order to secure a smooth curve.

Given: Mechanism shown

Q

2

B = 5” Q

2

Q

4

= 10” EF = 6”

BC = 11.5” BE = 1.5” GF = 3.5”

Q

4

C = 2.5” CG = 4”

Required:

Trace the path of points F and G while Q 4

C makes 1 complete revolution.

Solution:

o Step 1. Lay out the mechanism in accordance with the given scale, full size.

o Step 2. Trace the positions of the mechanism for one revolution of the link 4, with 15

o

increment.

Q 2

Q 4

E

B

C

G

F

o Step 3. Trace the locus of points of F and the path of a point will be obtained.

GRASHOF’S LAW

❑ For a planar four-bar linkage, the sum of the shortest and longest link lengths cannot be

greater than the sum of the remaining two link lengths if there is to be continuous relative

rotation between two members.”

GRASHOF FOUR-BAR MECHANISM

❑ Grashof four-bar mechanism – is a mechanism in which one of the links can perform a

full rotation relative to the other three links.

❑ Grashof mechanism – is a four-bar linkage in which one link can perform a complete

rotation relative to the other three.

❑ Grashof Criterion:

max min a b

L +L L +L

Where, L max

= length of the longest link

L

min

= length of the shortest link

L

a

& L

b

= lengths of the remaining links