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Kinematics Of Machinery
KINEMATICS OF MACHINERY [III SEM MECHANICAL]
Friction: Flat Pivot and Collar friction, Power loss due to friction, problems
on single plate and multi-plate clutches. [03]
References:
1. Hamilton H. Mabie, Charles F. Reinholtz, Mechanisms and Dynamics of
Machinery (4e), Wiley’s Publication, 1987.
2. Ballaney P. L., Theory of Machines and Mechanism, Khanna Publications,
New-Delhi, 2009.
3. Rattan S. S, Theory of Machines, Tata Mc-Graw Hill Publishers Pvt. Ltd,
New-Delhi, 2009.
4. Singh V. P., Theory of Machines, Dhanpat Rai & Co. (P) Ltd, New-Delhi,
2010.
5. Rao J.S., Rao V. Dukkipati, Mechanism and Machine Theory, New Age
International Publishers Year, 2012.
6. Sharma C.S. and Purohit Kamlesh, Theory of Mechanisms and Machines,
PH Publishing Pvt. Ltd., 2006.
1. Basic Concepts
1.1 INTRODUCTION
Mechanism is an assemblage of several rigid bodies connected in such a way that they
produce constrained motion between them. For example, the assembly of piston, cylinder,
connecting rod and crank forms a mechanism commonly referred to as slider crank
mechanism, which converts reciprocating motion of piston (or slider) into a rotary motion of
crank or vice-versa (Figure 1.1). Some other examples of mechanisms are mechanical clocks,
toys, drafter, valve operating mechanism of IC engine and so forth.
The theory of mechanisms and machines is an applied science which comprises the study of
relationship between the geometry and motion of the parts of a mechanism or machine and
the study of forces which act on those parts. Thus the subject of theory of mechanisms and
machines can be broadly classified into the following two categories:
Kinematics: It is that science which deals with the study of geometric relationship and the
relative motion between the parts.
Dynamics: It is that science which deals with the study of forces acting on various parts of a
machine. The forces can be either static or dynamic due to the inertia of parts of machine.
Binary link. A link which has two ends is called binary link. Ternary link. A link which forms
three connections is called ternary link. Quaternary link. A link having four ends is known as
quaternary link. Ternary and quaternary links do not have any relative motion between the
joints within the link.
For example, a pair is formed between the shaft of turbine and a thrust bearing in which,
besides rotation, a vertical axial movement of the shaft is also permissible. However, the
axial movement is prevented due to the weight of the turbine which is far in excess of any
vertical upward force. Thus it forms a successfully-constrained pair.
Lower pair: When two links have surface or area contact between them while in motion,
such a pair is known as lower pair. The relative motion in a lower pair is either purely
turning or sliding. The contact surfaces of lower pair are complimentary to each other, e.g.
shaft rotating in a journal bearing, automobile steering, universal joint, and all the pairs of a
slider-crank mechanism.
Higher pair: When two links have point or line contact between them while in motion, the
pair so formed is termed as higher pair. The relative motion in higher pair is a combination
of sliding and turning. The contact surfaces of higher pair are dissimilar. The kinematic pairs
formed between ball, roller bearing, gears, cam and follower, etc. belong to higher pair
category.
Turning pair: When two links are connected in such a way that only a constrained motion of
rotation is possible between them, the kinematic pair so formed is called turning pair or
revolute pair. A circular shaft with two collars rotating in a bearing as shown in Figure 1.3(b),
the connection between piston, connecting rod and crank are common examples of turning
pair.
Rolling pair: A pair of two links having a rolling motion relative to each other is called rolling
pair, e.g. contact between ball or roller with the cage Figure 1.3(c) and a pulley in a belt
drive.
Spherical pair: When one link is in the form of a sphere which turns inside a fixed link, such
a pair is called a spherical pair. A ball and socket joint is an example of spherical pair Figure
1.3 (d).
Screw pair: A pair of screw and threads which has both turning and sliding motion between
them is called a screw pair. It is sometimes also referred to as helical pair. See Figure 1.3(e).
Closed pair: When two links, which form a kinematic pair are held together mechanically
such a pair is called a closed pair. The screw pair and spherical pair are examples of closed
pair.
Open pair: When two links forming a pair are held together by means of some external
force namely gravity force, spring force, etc., they constitute open pair or unclosed pair. The
cam-follower of IC engine valve operating mechanism is an example of open pair.
Where ‘j’ is the number of joints, given by j = (2n2 + 3n3 + 4n4)/2 with n2, n3 and n4 being
number of binary, ternary and quaternary links respectively and n is the number of links in a
kinematic chain (= n2 + n3 + n4).
EXAMPLE 1.1: Examine the chains shown in Figure 1.4 below and indicate whether these are
kinematic chains or not.
Figure 8.4
(a) Refer to Figure 1.4(a), in which:
The number of links, n = 3, and the number of binary joint, j = 3
Now check whether Eq. (1.1) is satisfied or not.
3𝑛 3𝑥3
𝑗= −2 3= −2 𝑜𝑟 3 2.5
2 2
Here Left Hand Side (LHS) parameter is not equal to Right Hand Side (RHS), LHS > RHS, so the
chain is locked and it is called structure.
1.5 MECHANISM
A mechanism as defined earlier, is an assemblage of links in which each link produces
constrained motion relative to other. However, in the context of theory of mechanism, it is
defined as that kinematic chain in which one link is fixed. In a mechanism, when we say that
one link is fixed, we mean that it is chosen as frame of reference for all other links and the
motion of all other points on the links are measured with respect to this fixed link.
Mechanisms are of two types — simple and compound. A simple mechanism has four links
whereas a compound mechanism has more than four links. It may be a combination of two
or more simple mechanisms.
When a mechanism is used to transmit forces or to do some useful work, it is called a
machine. Figure 1.5 illustrates how kinematic links make up a machine.
In a four bar chain, if one of the turning pairs is replaced by a sliding pair, the resulting
mechanism is known as slider-crank mechanism. To demonstrate, let us consider a four bar
chain as shown in the Figure 1.6(a). If the turning pair between the links 1 and 4 is replaced
by a curved slider as shown in the Figure 1.6(b), it still remains turning pair as the relative
motion between the links 1 and 4 is represented by angular displacement. However, if the
radius of curvature of the slider becomes infinitely large, the turning pair is transformed into
a sliding pair and the resulting mechanism Figure 1.6(c) is a slider-crank mechanism.
In a four bar chain, if two turning pairs are replaced by sliding pairs, the resulting
mechanism is termed as double slider-crank mechanism (Figure 1.7).
A mechanism with higher pairs can be transformed into an equivalent mechanism with
lower pair by replacing a higher pair with an additional link and two turning or sliding pairs.
This equivalence is valid only for the purpose of studying the instantaneous characteristics.
Whitworth quick return mechanism: A Whitworth quick return mechanism, used in slotting
machine, is shown in Figure 1.14. The link 2 is fixed and link 3 acts as input crank. The link 1
which rotates about centre 0, is extended up to point C. An additional link 5 is pivoted at
point C. The other end of link 5 is pivoted to tool head. The axis of tool movement passes
through centre O and is perpendicular to link 2. In this mechanism, when slider 4 is at
position B1, the tool head will be at extreme left position. When crank 3 rotates at constant
angular speed, the link 1 along with slider rotates at the circumference of outer circle. The
movement of slider along the path B1—B—B2 completes the forward movement of tool
head Further rotation of crank 3 causes slider to move along the path B2—B3—B1 during
which the tool head takes return stroke. It is evident from Figure 1.14 that angle for forward
stroke is an obtuse angle α which is greater than angle for return stroke β, thus tool
traverses rapidly during the return stroke. The ratio of forward to return stroke timing is
given as:
Rotary engine: Figure 1.15 shows a multi-cylinder rotary engine mechanism. In this
inversion, link 2 is fixed and link 3 acts as crank. The slider 4 is represented by piston and link
1, which rotates about point 0, is represented by a cylinder.
Crank and slotted lever: If the oscillatory cylinder is replaced by a slotted lever which guides
the slider, [i.e. piston connected to link 1 in Figure (1.17)], the resulting mechanism is called
crank and slotted lever mechanism. In this mechanism also, link 3 is fixed and link 2 acts as
crank. The link 4 acts as an oscillatory link whose one end is pivoted to link 3 and the other
end is pivoted to another link 5 which is connected to tool head through turning pair. The
two extreme positions of oscillating slotted lever along with the slider is shown in Figure
1.17(b). This mechanism is also called a quick return mechanism, as the time for forward
stroke is proportional to angle α which is greater than the time for angle β for return stroke.
Oldham's Coupling: The third inversion of double slider crank chain is the Oldham’s
coupling. The Oldham's coupling shown in figure 1.21 is used to connect two parallel shafts,
the distance between whose axes is small and variable. The shafts connected by the
coupling rotate at the same speed.
The shafts have flanges at the ends, in which slots are cut. These form links 1 and 3. An
intermediate piece circular in shape and having tongues at right angles on opposite sides, is
fitted between the flanges of the two shafts in such a way that the tongues of the
intermediate piece get fitted in the slots of the flanges. The intermediate piece forms the
link 4 which slides or reciprocates in links 1 and 3. The link 2 is fixed.
As already mentioned the degrees of freedom for various joints are given by:
Type of Joint Nature of Motion Degrees of Freedom
Hinges (Revolute) Pure Rolling 1
Slider (prismatic) Pure Sliding 1
Cam, Gear, Ball Bearing Rolling and Sliding 2
Rolling Contact Pure Rolling 1
Note: A revolute joint connecting m links at the same point must be considered as (m - 1)
joints.
Hence the mechanism has constrained motion i.e., one degree of freedom.
2) Here j1 = 3, j2 = 0 and n = 3
F = 3(3-1)-2x3-0
F=0
3) Here j1 = 4, j2 = 0 and n = 4
F = 3(4 - 1)- 2x4-0
F=1
Hence the mechanism has constrained motion i.e. one degree of freedom.
4) In the Cam and follower arrangement shown, there can be two possible cases.
Case (i)
Here j1 = 3, j2 = 1, n = 4
(Follower will have rolling and sliding)
F = 3 (4 —1) — 2 x 3 — 1
F=2>0
Hence it becomes a mechanism with two
degrees of freedom.
Case (ii)
If the contact between Cam and Follower is
Pure Rolling (No sliding)
Here n = 4, j1 = 4, j2 = 0,
F = 3 (4 - 1) - 2 x 4 – 0 ; F = 1
Hence it becomes a constrained motion with
single degree of freedom.
5) Here n = 6, j1 = 7, j2 = 0,
F = 3 (6 - 1) - 2 x 7 – 0
F=1
Hence constrained motion with one
degree of freedom.
6) Here n = 4, j1 = 3, j2 = 1
(Rolling and sliding)
F = 3(4-1)-2x3-1
F=2
Hence it becomes a mechanism with two
degrees of freedom.
7) Here n = 4, j1 = 4, j2 = 0
F = 3(4-1)-2x4-0
F=1
Hence constrained motion with one
degree of freedom.
Figure 1(a) shows a Hooke's joint in which two shaft axes inclined at an angle α are
connected through cross-arms AB and CD. If the joint is looked along the axis of driving shaft
1, the fork ends of this shaft will be A and B as shown in Figure 1 (b) and positions assumed
by the fork ends of the driven shaft 2 are C and D. The axis of the driven shaft 2 is inclined at
an angle α from the axis of the driving shaft.
Figure 1
Figure 2 shows the path of rotation of driving shaft which is circle; however, the driven shaft
moves along the path of an ellipse if looked along the axis of the driving shaft and true path
of the driven shaft is also circular when viewed along its own axis.
Let the driving shaft rotate through an angle so that fork ends assume the positions A1 and
B1. The driven shaft also rotates by same angle but the true angle of rotation of driven shaft
is larger when it is looked along its own axis. If point C1 is extended horizontally upto circle
at C2, the angle C2OE is actual angle turned by the driven shaft.
Figure 2
Let be the angle of inclination of the driven shaft with respect to the driving shaft.
Referring to plan view in Figure 2,
OM OM
Cos (2)
OCI1 ON
Tan ON 1
Substituting Eq. (2) in Eq. (1), (3)
Tan OM Cos
Angular velocity of the driven shaft (shaft 2) 2
Velocity _ratio
Angular velocity of the driver shaft (shaft 1) 1
From Eq. (3) Tan Cos Tan
Differentiating the above expression with respect to time,
d d
Sec2 Cos Sec2
dt dt
d / dt Sec2 1
d / dt Cos Sec Cos Cos Sec2
2 2
2 1
1 d / dt and 2 d / dt
1 Cos Cos Sec2
2
2 1
1 Cos Cos 1 Tan2
2
1
Tan
Tan2 { Since:- Tan }
Cos2 Cos 1 Cos
Cos
2
1
Sin2
Cos2 Cos 1
Cos Cos
2 2
Cos2 Cos2
Cos2 Cos Cos2 Cos2 Sin2
Cos Cos
Cos Cos Sin Cos2 1 Sin2 Sin2
2 2 2
2 Cos
(4)
1 1 Cos2 Sin2
1 Cos
Therefore the velocity of the driven shaft, 2
1 Cos2 Sin2
Case (i) 2 1
2 Cos
1 Cos 1 Cos2 Sin2
1 1 Cos2 Sin2
1 Cos 1 Cos 1 Cos 1
Cos2
Sin
2
1 Cos 1 Cos 1 Cos 1 Cos
2
Sin2
Cos2
Cos2
1
Sin Cos
2 2
Cos
2
Cos Tan 1
1 2 2
1 Cos Tan2 1
or Tan Cos
2
Case (ii) Velocity ratio is maximum when the denominator of expression
1
Cos
becomes minimum.
1 Cos2 Sin2
This is possible when Cos 1 . This condition takes place when =00 and 1800
1 Cos Cos 1
Therefore 2 1 2
1 Sin
2
Cos Cos
2
Case (iii) Velocity ratio
1 is minimum when the denominator of expression
Cos
becomes maximum. This is possible when Cos 0 . This condition takes
1 Cos2 Sin2
place when =900 and 2700
1 Cos
Therefore 2 1 Cos
1 0
2max 2min
Percentage variation in angular velocity = x100
1
P Q I
w
o 0
S R o
PI QI
Cot Cot
OI OI
PI QI PQ w
Cot Cot
OI OI l
This is called the fundamental equation for correct steering. Mechanisms which fulfill this
equation are called steering gears mechanism.
Types of steering gear mechanism that satisfy law of gearing are,
1. Davis Steering gear
2. Ackerman steering gear
(a) Analytical Solution. Refer figure above. If the slight inclination of the track rod is
neglected, the movements of M and N in the direction parallel to the axle beam PQ will be
the same, say Z. Let M'N' represent the correct steering position and r denote the cross-arm
radius.
yz
Then sin (α + θ) =
r
yz
and sin (α - ) =
r
2y
Hence, sin (α + θ) + sin (α - ) = = 2 sin α.
r
With the help of above equations, the variables θ and Φ can be calculated for correct
steering.
PI PG IG
cot
HI HI
QI QG IG
cot
HI HI
2IG 2QG
Hence, cot Φ – cot θ =
IH QK
As seen from similar triangles QGK and IGH Figure b1
QG IG PK w
QK HI QK l
Thus for the graphical representation of the steering mechanism on a paper of reasonable
size with a sufficient degree of accuracy, it can be assumed that the steering arms are of
definite length and make a certain angle with the longitudinal axis of the vehicle.
Now determine graphically the deflection on the outer wheel, Φ for various assumed
deflection of the inner wheels, say θ = 10°, 15°, 20°, 25°, 30°, 35°, 40° and 45 for these
steering arms as known in figure (c1) below.
Figure C1
If α is changed for the same w/l ratio
another steering error curve is obtained.
Thus it can be concluded that the most
advantageous angle of the knuckle arms, i.e.
α depends upon the turning range of the
inner wheel.
It can be therefore concluded that the Ackerman steering gear mechanism satisfies law of
steering only at the right extreme, left extreme and straight ahead positions and not in the
intermediate positions.
During the straight motion of the vehicle, the gear is in the mid-position with equal
inclination of the arms PK and QL with PQ.
As the vehicle turns right, the cross-arm AB also moves right through a distance x from the
mid-position as shown in Figure (b). The bell-crank levers assume the positions C'PK' and
D'QL'.
y x
tan
h
tan tan yx
1 tan tan h
y
tan
h yx y
y
tan
1 tan h h
h
y htan y x
xh y tan h
y htan h h y tan y x
yh h2 tan hy hx y2 tan xy tan
hx
tan 2
y xy h2
yx hx
Also, tan (α+ ) = and it can be proved that tan = 2
h y xy h2
w
For correct steering action, cot - cot θ =
l
y 2 xy h 2 y 2 xy h 2 w
or
hx hx l
2xy w y w
or or
hx l h 2l
w
or tan α =
2l
Usual value of w/l is between 0.4 to 0.5 and that of α from 11 or 14 degrees.
Pantograph Mechanism:
A pantograph is a four bar linkage used to produce paths exactly similar to the ones traced
out by a point on the linkage. The paths so produced are, usually, on an enlarged or reduced
scale and may be straight or curved ones.
The four links of a pantograph are arranged in such a way that a parallelogram ABCD is
formed (As shown in figure below). Thus, AB = DC and BC = AD. If some point O in one of the
links is made fixed and three other points P, Q and R on the other three links are located in
such a way that OPQR is a straight line, it can be shown that the points P, Q and R always
move parallel and similar to each other over any path, straight or curved. Their motions will
be proportional to their distances from the fixed point.
Let O, P, Q and R lie on links CD, DA, AB and BC respectively. ABCD is the initial assumed
positions as shown in the figure.
Let the linkage be moved to another position so that A moves to A', B to B' and so on.
In ∆ODP and OCR,
O, P and R lie on a straight line and thus, OP and OR coincide.
DOP COR (Common angle); ODP OCR DP||CR
Therefore, ∆s are similar and
OD OP DP
OC OR CR
Now, A’B’ = AB = DC = D’C’, and B’C’ = BC = AD = A’D’
Therefore, A’B’C’D’ is again a parallelogram. In ∆s OD’P’ and OC’R’,
OD ' OD DP
[
OC ' OC CR
D 'P '
C 'R '
And, OD ' P ' OC ' R ' (D’P’||C’B’ as A’B’C’D’ is a ||gm)
Thus ∆s are similar. D 'OP ' C 'OR '
Or O, P’ and R’ lie on a straight line.
OP OD
Now
OR OC
OD ' OP '
(Because ∆s OD’P’ and OC’R’ are similar)
OC ' OR '
This shows that as the linkage is moved, the ratio of the distances of P and R from the fixed
point remains the same or the two points are displaced proportional to their distances from
the fixed point. This will be true for all the positions of the links. Thus, P and R will trace
exactly similar paths.
Similarly, it can also be proved that P and Q trace similar paths. Thus, P, Q and R trace
similar paths when the linkage is given motion.
F P P
S in Cos F S in
Cos 2 2
P
F When =0 F tends to or the slider can develop a press force
2 Tan
which is infinite in magnitude at this position.
Figure d1
Geneva Mechanism:
The Geneva mechanism translates a continuous rotation into an intermittent rotary motion.
The rotating drive wheel has a pin that reaches into a slot of the driven wheel. The drive
wheel also has a raised circular blocking disc that locks the driven wheel in position between
steps. In the simplest form, the driven wheel has four slots and hence for each rotation of
the drive wheel it advances by one step of 90°. If the driven wheel has n slots, it advances by
360°/n per full rotation of the drive wheel.