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Linkage (mechanical)

technology Maturity 9-11 Next article →

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"text": "A mechanical linkage is an assembly of systems connected to manage forces and movement. Engineers study these systems using geometry by treating each component, called a link, as a rigid body. This means the links are modeled as if they do not bend or deform under pressure. The connections between these links are called joints. These joints provide ideal movement, such as pure rotation or sliding. When these rigid links and ideal joints are modeled as a network, the resulting system is called a kinematic chain.

4 bar linkage animated
4 bar linkage animated

\n\nKinematic chains can be organized into different configurations. They may be constructed as open chains, closed chains, or a combination of both. Each link in a chain connects to one or more other links through a joint. In mathematical terms, a kinematic chain can be modeled as a linkage graph. In this graph, the links act as paths and the joints act as vertices. This mathematical approach helps engineers predict how the entire system will behave when force is applied.\n\nMechanical linkages are designed to transform an input force and movement into a specific output. This transformation is measured using two important ratios. The mechanical advantage is the ratio of the output force to the input force. The speed ratio is the ratio of the input speed to the output speed. In an ideal linkage, these two ratios yield the same numerical value. If one link in the kinematic chain is fixed or stationary, the system is called a mechanism. If the linkage is designed to remain entirely stationary, it is called a structure.\n\nThe study of linkages has a long and rich history. Ancient mathematicians like Archimedes applied geometry to study the lever. For centuries, the works of Archimedes and Hero of Alexandria were the primary sources for machine theory. During the Renaissance, Leonardo da Vinci brought a new inventive energy to the study of mechanisms. In the mid-1700s, James Watt sought to increase the efficiency of steam engines. He discovered Watt's linkage, which could transform the rotation of a crank into a linear slide. Later, J. J. Sylvester lectured on the Peaucellier linkage, which generates an exact straight line from a rotating crank.

Variable stroke engine (Autocar Handbook, Ninth edition)
Variable stroke engine (Autocar Handbook, Ninth edition)

\n\nAs mathematics and technology advanced, the study of linkages became more complex. A. B. Kempe showed that linkages for addition and multiplication could trace algebraic curves. In the late 1800s, researchers like F. Reuleaux and L. Burmester formalized the analysis of these systems using descriptive geometry. By the mid-1900s, F. Freudenstein and G. N. Sandor used digital computers to solve loop equations. This helped initiate the era of computer-aided design. Today, these techniques are essential for controlling robot manipulators and studying biological systems like proteins.

Hebebuehne Scissorlift
Hebebuehne Scissorlift

\n\nA key concept in linkage design is mobility, also known as degrees of freedom (DOF). The mobility of a system is the number of independent parameters needed to define its configuration. For a system of $n$ rigid bodies moving in space, the total degrees of freedom is $M = 6(N - 1)$, where $N$ is the number of moving bodies plus the fixed body. Joints reduce this mobility by imposing constraints. For example, a hinge or a slider is a one-degree-of-freedom joint. Each of these joints imposes five constraints, reducing the total mobility of the system.

Linkage mobility
Linkage mobility

\n\nEngineers often design linkages to move within specific planes or spheres. A planar linkage is designed so all bodies move on parallel planes. A spherical linkage is constructed so all bodies move on concentric spheres. In these cases, the degrees of freedom for a link are reduced from six to three. This changes the mobility formula to $M = 3(N - 2) - \sum c_i$. A common example of a planar simple closed chain is the four-bar linkage. This system has four links and four one-degree-of-freedom joints, resulting in a mobility of exactly one.

Locking pliers
Locking pliers

\n\nThere are many types of joints used to create these movements. The most common are the revolute joint, which acts as a hinge, and the prismatic joint, which allows sliding. Complex joints are often built by combining these. A universal joint is a serial chain of two revolute joints set at a 90-degree angle. A spherical joint is a chain of three revolute joints that all intersect at a single point. These various combinations allow for the creation of intricate machines, ranging from simple scissor lifts to advanced robotic arms.

Pantograph Mirror
Pantograph Mirror

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🖼️ Images & Media (6)
File:Variable stroke engine (Autocar Handbook, Ninth edition).jpg
Variable stroke engine (Autocar Handbook,...
File:Pantograph Mirror.gif
Pantograph Mirror.gif
File:Hebebuehne Scissorlift.jpg
Hebebuehne Scissorlift.jpg
File:4 bar linkage animated.gif
4 bar linkage animated.gif
File:Linkage mobility.png
Linkage mobility.png
File:Locking pliers.jpg
Locking pliers.jpg
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