Theory of Machines and Mechanisms - APS
1. Mechanism structure
Machinery is the summary of machine and mechanism
1.1 Basic contept
- Link : move unit
- Kinematic pair : connect the link
- Kinematic chain : Link+ KinematicP- closed & open
- planar & spatial
 
- Mechanism- Fixed link
- Driven link
- Driving link
 
1.2 Pair
- DOF : f=6-s
- Constraint of kinematic pair : 1 - 5,to Class I - V pairs
- Pairing element
Classificatiton
- High pair : point, line
- Low pair : face
- Closed - form-closed
- force-closed 
- Revolute pair 
- Sliding pair
- Helical pair
- Spherical pair
 
- Planar kinematic pair 
- Spatial kinematic pair
1.3 Kinematic diagram of mechanism



1.4 DOF
$f=3n-(2p_l+p_h)$
- compound hinges
- passive dof : dont affect the mechanism 滚子
- redundant constraint 重复
1.5 Assur group
DOF=0
- Binary group : 2l+3pl
- Tenary group : 4l+6pl
Substitute higher pair mechanism by lower pair mechanism

2. Kinematic Analysis
2.1 Instantaneous center of velocity
- absolute
- relative 
- RP : at this 
- SP : $\infty$
- Ph - Pure rolling : at touch p
- Not : at common normal
 
- Kennedy-Aronhold theorem : 3 points velocity  - $P_{13}=P_{12}+P_{23}\\quad=P_{14}+P_{43}$ 
2.2 Vector graphic method
- One link  - velocity vector polygon of mechanism
- acceleration vector polygon
- velocity image of link
- acceleration image of link
 
- Use same p on 2 links  
3. Balance
3.1 Rigid rotor
- static balance - single plane balance - $F_I=mw^2r\\sum F=F_I+F_b=0$ - mass-radius product
 
- dynamic balance - 2 plane balance - $\sum F=0\\sum M=0$ 
4. Mechainery
- Starting period - $W_d=W_r+E$ 
- Steady motion period - $W_d’=W_r’$ 
- Stopping period - $E=-W_r’$ 
4.1 Equation of motion
  
4.2 Equivalent dynamic model
- equivalent moment of inertia
- equivalent moment
- equivalent link
- equivalent mass
- equivalent force  
4.3 Speed fluctuation

- increment of work 
- decrement of work 
- Coefficient of non-uniformity of operating velocity of machinery - $\delta=\dfrac{w_{max}-w_{min}}{w_m}$ 
- Flywheel  
5. Linkage mechanism-4 bar linkages
5.1 Basic mode of 4 bar linkages

- crank : 360, revolute pair of revolving motion
- rocker : some area, revolute pair of swing motion

- Crank-rocker mechanism
- Double-crank mechanism- parallel-c m
- antip-c m
 
- Double-rocker mechanism
5.2 Other mode

- Slider-crank m - Offset sc m 
- Centric sc m 
- double sc m 
- scotch-yoke m  
 
- Guide-bar m - Crank and rotating gb m
- Crank and swing gb m
 
- Crank and swing slider m 
5.3 Crank ?
- $L_{min}+L_{max}\le \sum L_{rest}$
- Lmin near the revolute p
5.4 Quick-return motion

- Crank angle between the 2 limit position
- Coefficient of travel speed variation
5.5 Pressure angle

- $\gamma$ : transmission angle
- dead point : $\gamma=0$ , +flywheel, 2 different
5.6 Design
- analytic method

- Drawing  
6.Cam mechanism
- Cam
- Follower
6.1 Classification
- Plate cam
- Cylinder cam 
- Knife-edge follower 
- Roller f
- Flat-faced f 
- Force-drive cam m 
- Positive cam m
6.2 Motion

- $r_0$ : base circle
- $h$ : actuating travel
- $\delta_0$ : Motion angle of at - $\delta _{01}$ : far angle of repose
- $\delta_{0}’$ : motion angle for return travel
- $\delta_{02}$ : near angle of repose
 
- Constant velocity curve : rigid impulse, order 1  
- Constant acceleration and deceleration motion curve : soft impulse, order 2  
- Polynomial motion  
- Simple harmonic motion : soft impulse  
- Sine acceleration motion  
6.3 Design
- Cam pitch curve
- cam contour

6.4 Pressure angle

$F=G/[\cos(\alpha+\varphi_1)-(l+2b/l)\sin(\alpha+\varphi_1)\tan\varphi_2]$
7.Gear mechanism
7.1 Classification
- parallel axis
- intersecting axis
- interlaced shaft 
- spur 
- helical
- spiral bevel 
- External gear 
- Internal gear
7.2 Fundamental Law of Gear-Tooth Action

Velocity Ratio: $i_{12}=\dfrac{w_1}{w_2}=\dfrac{O_2P}{O_1P}$
- Pitch piont
- Pitch circle
- Pitch line
7.3 Involute Curve

- generating line BK=arc AB
- B : instantaneous center
- BK is tangent to circle
- no involute curve in the base circle
involute function : $\theta_k=tan\alpha_k-a_k$
- $\theta$ : evolving angle
- $\alpha$ : pressure angle
Feature
- i constant
- force along the line of action啮合线
- separability
7.4 Spur Gear

- $r_a$ : addendum circle
- $r_f$ : dedendum circle
- $s$ : tooth thickness
- $e$ : space width
- $p=e+s$ : circular pitch- reference circle
 
- $h_a$ : addendum
- $h_f$ : dedendum
- $h=h_a+h_f$ : tooth depth
7.4.1 Standard gear

- $z$ : number of teeth
- $m=\dfrac{p}{\pi}$ : module
- $d=mz$ : diameter of reference circle
- $\alpha=20^\circ$ : pressure angle,
- $r_b=rcos\alpha$
- $e=s=\pi m/2$
- $c=c^*m$ : Clearance
- $h_a^*=1$ : addendum factor, $h_a=h_a^*m$
- $c^*=0.25$ : clearance factor, $h_f=(h_a^*+c^*)m$
- $a=m(z_1+z_2)/2=r_1+r_2$ : $a\uparrow,\alpha’>\alpha,c’>c,a\downarrow$ can’t assemble
7.4.2 Correct Meshing
- $m_1=m_2$
- $\alpha_1=\alpha_2$
7.4.3 Contact ratio

$B_1B_2<N_1N_2$
$\varepsilon_\alpha=\dfrac{B_1B_2}{p_b}\ge[\varepsilon_\alpha]$
- 1.1-1.4
- $p_b=pcos\alpha$
- $\varepsilon_\alpha=[z_1(tan\alpha_{a1}-tan\alpha’)+z_2(tang\alpha_{a2}-tan\alpha’)]/2/\pi$
7.4.4 Generating method

Tooth cutting : number of teeth too less
$z_{min}=\dfrac{2h_a^*}{sin^2\alpha}$
7.4.5 Modifying method
To use less 17, then $s\neq e$,modified gear
also, too small and not enough strength
- $x$ : modification coefficient
- $s=(\frac{\pi}{2}+2xtan\alpha)m$
- $e=(\frac{\pi}{2}-2xtan\alpha)m$
- $h_f=(h_a^*+c^*-x)m$
- $h_a=(h_a^*+x)m$
Equal displacement gear
- small, positive
- bigger, negtive
7.5 Helical Gear

- $\beta$ : helix angle
- Normal plane- $m_n=m_t\cos\beta$
- $p_n= \pi m_n=\pi m_t\cos\beta$
- $\tan\alpha_n=\tan\alpha_t\cos\beta$
- $d=zm_t=zm_n/\cos\beta$
- $a=m_n(z_1+z_2)/\cos\beta$
 
- $\tan\beta_b=\tan\beta\cos\alpha_t$
7.5.1 Correct meshing
- $\beta_1=\beta_2$
- $m_{n1}=m_{n2}$
- $\alpha_{n1}=\alpha_{n2}$
7.5.2 Contact Ratio
$\varepsilon_\gamma=\varepsilon_\alpha+\varepsilon_\beta$ :thumbsup:
- $\varepsilon_\alpha=[z_1(tan\alpha_{at1}-tan\alpha_t’)+z_2(tang\alpha_{at2}-tan\alpha_t’)]/(2\pi)$
- $\varepsilon_\beta=B\sin\beta/(\pi m_n)$
7.5.3 Virtual gear
$z_v=z/\cos^3\beta\Rightarrow\quad z_{min}=z_{vmin}\cos^3\beta$:thumbsup:
8. Gear Train
8.1 Classification
- fixed axis gt
- epicyclic gt- sun gear
- planetary gear
- planetary carrier
- DOF=2 : differential gt
- DOF=1 : planetary gt
 
- compound planetary gt
8.2 Fixed axis
$i=\dfrac{\sum z_{DrivenGears}}{\sum z_{DriveGears}}$
- +,-
8.3 Epicyclic gt

+$w_H\Rightarrow$ inverted gt