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The following nomenclature is herein adopted: 2 Kinematic structure and kinematic pairs classifica-
tion
- F :degrees-of-freedom of the mechanism (d.o.f.); Through the kinematic structure analysis are gathered all the
- fi : degrees-of-freedom of the ith kinematic pair; essential informations about which link is connected to the re-
- l : number of links (frame included); maining links and to the nature of kinematic joints. This is a
- Lind :number of independent circuits; the first step in mechanical systems analysis. For this task the
- j : number of kinematic pairs; correspondence between graphs and mechanisms seems very ap-
- ji : number of kinematic pairs with i degrees-of-freedom; propriate.
- mi : ith independent, scalar, displacement variable of mecha- The kinematic pairs can be classified according to their
nisms (associated with the relative displacements at a joint); degrees-of-freedom (see Table 1).
- M total number of independent, scalar, displacement vari-
ables;
- pi : number of kinematic pairs which introduce i degrees-of-
constraint; 3 Some definitions of the term degree-of-freedom
- λ: (mobility number) degree-of-freedom of space within The mobility analysis requires a correct and complete def-
which the mechanism operates e.g. (=3 for planar and spher- inition of what is meant with the term degrees-of-freedom of a
ical space), (=6 spatial space); mechanical system.
- λi : number of independent, scalar, loop-closure equations The following list of definitions has been compiled from
associated with the ith independent loop. textbooks:
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Definition 1 :
“If (δq1 , δq2 , . . . , δqn ) are arbitrary infinitesimal increments of
the coordinates in a dynamical system these will define a pos-
sible displacement if the system is holonomic, while for non-
holonomic systems a certain number, say m of equations must
be satisfied between them in order that they may correspond to a
possible displacement. The number (n − m) is called the number
of degrees of freedom of the system.” ( [2], p.34)
Definition 2 :
“The number of degrees of freedom of a system is the number of
independent variables that must be specified to define completely
the condition of the system. In the case of kinematic chains, it is
the number F of independent pair variables needed to completely
define the relative positions of all links.” ( [6], p.133)
Definition 3 :
“By degrees of freedom we mean the number of independent
inputs required to determine the position of all links of the mech-
anism with respect to ground.” ( [3], p. 16)
Definition 4 :
“Grübler was the first to study the relationship between the mo- Figure 1. Some critical configurations of the slider-crank mechanism
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3. Previous conditions hold simultaneously. Once the absence of relations of the type (16) has been as-
The equation (10) can be rewritten as follows certained, one can proceed to the computation of p.
For this purpose let us partition3 the vector {q} in
j
1. dependent coordinates
F = ∑ fi − λLind . (13)
i=1 T
{y} = y1 y2 · · · ym ,
Considered (7), from (13), one obtains (5).
2. independent coordinates
p=m, (19a)
2 The tight connection between the d.o.f. definition of E.T. Whittaker and the
following theorems is also by witnessed by the fact that the Whittaker himself
recommended the complete translation of the Italian text of T. Levi-Civita Lezioni 3 Atthe beginning the value of F is conjectured. The subsequent analysis is
di calcolo differenziale assoluto [14]. aimed to verify the conjecture.
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ε ε
2 2
Transition interval
0 2 4 6 8 10
x x
xa x a) b)
Figure 2. Approximation to Heaviside step function when x = xa Figure 3. Plots of L(x) and L0 (x) when xa = 3, n = 3, ε = 10−2
2n+1 x≤0 0
+ x2n+1
1 |x|
else, L(x) = h i = 21 y = 2ε
2 |x|2n+1 + 1 |x − ε|2n+1 − (x − ε)2n+1
x≥ε
2 1
(20)
p=r , (19b) where ε > 0 is the amplitude of the transition interval (see Fig-
ure 2) from one state to another and n is chosen so as to assure
continuity of any derivative, of order d, which will be true if
when (18) has rank r. Although its reliability is higher than for-
mulas based on topology, at the textbook level, this approach has
2n + 1 > d . (21)
been rarely reported [7, 17].
The matrix approach can evidence how geometry, link posi- Equation (20) approximates the ideal Heaviside step function
tions, and input link affect the degree of freedom of a mechanism. H(x)
Since the criterion discussed in this section requires the eval-
uation of constraint equations derivatives, the conclusions on the
(
0 se x < 0
d.o.f. value are limited to a given configuration and limited to H(x) = (22)
infinitesimal displacements. 1 se x > 0 .
The configurations of a mechanism without a full rank of the
The first and second derivatives of (20) give an approximation of
Jacobian are named critical. If rank deficiency is maintained for
the δ Dirac’s and doublet functions, respectively. The step func-
a finite range of movement, then the critical form is said perma-
tion at abscissa x = xa is obtained substituting in (20) (x − xa ) at
nent, otherwise instantaneous.
x. Several investigations confirmed the reliability and accuracy
of dynamic analysis results through the use of logical functions.
6 Copyright
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≡ ≡
≡ ≡
θ
Figure 4.
θ
- is an ellipse with
nx1 ny1 (ny1 a cos τ1 − nx1 b sin τ1 ) δX0
nx2 ny2 (ny2 a cos τ2 − nx2 b sin τ2 ) δY0 ≥ {0} (29)
xM = a cosτ yM = b sinτ , (25) nx3 ny3 (ny3 a cos τ3 − nx3 b sin τ3 ) δθ
as parametric equation; When the above linear inequalities system does not have any fea-
- has initially three points of tangency with straight lines. sible solution, then the figure is fully constrained.
A noteworthy case is when equalities apply and the coeffi-
Our purpose is to investigate the slopes m1 , m2 and m3 of the cient matrix of (29) does not have a full rank. From the appli-
three straight lines which fully constrain the ellipse. cation of theorem of existence of implicit functions we deduce
The coordinates xMi , yMi of tangency points are located solv- that the figure may have an infinitesimal displacement. This case
ing the equations is depicted in Figure 7 a) where the slopes of the straight lines
are m1 = 1, m2 = −1 and m3 = 0. The normals to the velocities
b of M1 , M2 and M3 simultaneously converge in only one point
tan τi = − (26) (center of instantaneous rotation).
ami
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≡
≡
means of the following constraint equations
[1 − L1 (s − r0 )] (θ − π)
[1 − L1 (s − r0 )] (s − p(t))
{Ψ} = (31)
L1 (s − r0 ) (θ − α(t))
L1 (s − r0 ) (s − s0 )
where logic functions are used. The first two constraints are valid
when the cylinder is not allowed to rotate.
8 Copyright
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[2] Whittaker, E.T., 1937, A Treatise on the Analytical Dynam-
ics of Particles and Rigid Bodies, Cambridge University
Press, Fourth Edition.
[3] Sandor, G.N., Erdman, A.G., 1984, Advanced Mechanism
Design, vol.I and II Prentice-Hall Inc..
[4] Reshetov, L., 1982, Self-aligning Mechanisms, Mir Pub-
lishers.
[5] Phillips, J., 1984, Freedom in Machinery, Cambridge Uni-
versity Press, vol.I and II.
[6] Hartenberg, R.S., Denavit, J., 1964, Kinematic Synthesis of
Linkages, McGraw-Hill.
[7] Paul, B., 1979, Kinematics and Dynamics of Planar Ma-
chinery, Prentice-Hall.
[8] Paul, B., 1960, A Unified Criterion for the Degree of Con-
straint of Plane Kinematic Chains, ASME Journal of Ap-
plied Mechanics, vol.27, pp.196-200.
[9] Suh, C.H., Radcliffe, C.W., 1978, Kinematics and Mecha-
nism Design, John Wiley and Sons.
[10] McCarthy, J.M., 1990, Introduction to Theoretical Kine-
matics, The MIT Press.
[11] Freudenstein, F., Alizade, R., 1975, On the Degree of Free-
dom of Mechanisms with Variable General Constraint, Pro-
ceedings Fourth World Congress on the Theory of Machines
and Mechanisms, New Castle Upun Tyne, vol.I, pp.51-56.
[12] Freudenstein, F., Buchsbaum, F., 1970, Synthesis of Kine-
matic Structure of Geared Kinematic Chains and other
Mechanisms, Journal of Mechanisms, vol.5, pp.357-392.
[13] Reuleaux, F., 1876, The Kinematics of Machinery, Dover
Publications, Inc., New York, p.98. (Reprint by Dover Pub-
lications, 1977)
[14] Levi-Civita, T., 1926, The Absolute Differential Calculus,
Blackie and Son Ltd, (Reprint by Dover Publications, 1977)
[15] Freudenstein, F., 1962, On the Variety of Motions Gener-
ated by Mechanisms, ASME Journal of Engineering for In-
dustry, B4 Series B, pp.156-160.
[16] Litvin, F.L., 1980, Application of Implicit Function System
Existence for Analysis and Synthesis of Linkages, Mecha-
nism and Machine Theory, vol.15, pp.115-125.
[17] Di Benedetto, A., Pennestrı̀, E., 1993, Introduction to
Mechanism Kinematics, Casa Editrice Ambrosiana, vol. I.
(in Italian)
[18] Ruzinov, L.D., 1968, Design of Mechanisms by Geometric
Transformations, London Iliffe Books Ltd.
[19] Tsai, L.W., 2001, Mechanism Design: Enumeration of
Kinematic Structure According to Function, CRC Press.
[20] Söylemez, E., Logical Functional Design and Optimization
of Mechanisms and Mechanical Systems, Doctoral Disser-
tation, Columbia University, 1974.
[21] Web site http://www.yalelock.com
[22] Soni, A.H., Mechanisms Synthesis and Analysis, Malabar,
FL: Krieger Publishing, 1986. Reprint of 1974 edition.
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