CHAPTER 12
INTRODUCTION TO SYNTHESIS;
ANALYTICAL METHODS
The main advantage of the analytical approach to synthesis is its
extreme accuracy. Unfortunately, this superiority over graphical
methods is more than offset by a number of adverse features. For
instance, the absence of progressive physical images of the mechanism
precludes the introduction of desirable modifications during the develop-
mental stage, and the result, obtained after lengthy and laborious
computations, may prove to be completely impracticable. Moreover,
because it is difficult, if not impossible, to assess intelligently the effects
of parametric changes on the design, the method often degenerates into
a tedious trial-and-error procedure. Its full potentialities can be
realized only with the aid of a high-speed digital computer.
12-1. Function Generation; Freudenstein’s Equation’
If the links of a four-bar mechanism are regarded as directed line ele-
ments, as shown in Fig. 12-1, then
rcosh = p +s cosy —qcos¢ (a)
and rsind =ssiny+qsing @)
Squaring and addition of Eqs. (a) and (b) yields the relation
rt = pt tg? + s* + 2ps cosy — 2pg cos ¢ — 2g cos (@— ¥) (c)
which, with the introduction of the side ratios
PR =2 a=Mte+e—e %
GG uD MR ge (12-1)
reduces to ®y — R, cO8 $ + Ry COB Y = cos ($ — ¥) (12-2)
Equation (12-2), first derived by Freudenstein, forms the basis of a
1F, Freudenstein, Approximate Synthesis of Four-bar Linkages, Trans. ASME,
vol. 77, no. 6, pp. 853-861, 1955.
319
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powerful analytical approach to synthesis. It is adaptable to both the
precision-point and precision-derivative methods of function generation.
The following will be recalled from the discussion of Chap. 11. In
the first method, the generated and specified functions agree in a number
of discrete precision points, and everywhere else an unavoidable structural
error e is introduced, whose magnitude depends on the spacing of the
precision points and the nature of the function. (The lowest maximum
error is obtained with a spacing in which e reaches the same value between
each pair of precision points and between the limits of the range and the
adjacent precision points.) In thesecond method, the generated and ideal
functions agree in one point and have a number of derivatives in common.
Fig, 121
As a preliminary step to the design of a function generator, the given
funetion y = f(z) is converted into the function y = f(#) by means of the
linear transformation equations
g=ketdo or bo =kydr
and vakyty%o or tp = ky dy (12-3)
where kg, ky = scale factors, degrees per unit of variable
40, ¥o = values of ¢ and y corresponding, respectively, to x = 0
and y = 0
Equations (12-2) and (12-3) demonstrate anew that seven independent
design parameters are involved in the mechanization of a function by
means of a four-bar mechanism, viz., the three side ratios, the two scale
factors, and the angles ¢> and yo (or the initial positions 4; and ¥,).
Consequently, the maximum possible number of points of agreement
between the generated and specified functions is seven, e.g., seven pre-
cision positions; one precision position with six precision derivatives ;
two precision positions, one with four and the other with three deriva-
tives. In practice, however, at least two parameters are assumed, so
that the maximum number of attainable points of agreement is reduced to
five,
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12-2. Function Generation; Precision-point Approximation
As in the preceding chapter, precision points will be designated by
ny Yn n= 1, 2, 3, ete.
while the limits of the range will be denoted by the new symbols
be On
The initial point ¢,, ¥; may, but need not, coincide with the first precision
point $1, yi.
Three Precision Points. The chosen parameters are ky, ky, di, and
¥. The precision values are computed by means of Eq. (12-3), as
follows:
bn = G+ din = b+ grin, ete.
Substitution of these values into Eq. (12-2) yields three equations from
which the three side ratios may be calculated:
Be — R, C08 $1 + Ry cos Yr = cB ($1 — yr)
Re — R, COB oz + Ry COB Yr = cos (2 — Y2)
®, — B, COB os + Ry COs Ys = cos ($s — Hs)
Four Precision Points. The parameters assumed are ky, ky, and ¢y,
leading to the following four equations:
— B, cos $1 + Re cos (Ys + ¥i1) = cos [1 — vir) — Vd
— B. cos oe + Ry cos (Yi + Yi2) = cos [(2 — Yi2) — vi]
Ge — R, cos $s + Ry cos (Yi + i,3) = 008 [(d2 — via) — vd
Bs — Ry cos $4 + Ry cos (Ys + ia) = 008 [Ch — vi) — Yad
Gradual elimination of the side ratios yields a cubic equation in tan yi,
of the form
my tan’ y; + m, tan? yi + ms tan i + m = 0
(For details of the coefficients m, the reader is referred to Freudenstein’s
original paper.) With 4, and y; known, the side ratios are found as in the
three-point approximation.
Five-point Approximation. The arbitrary choice of ky and ky leads to
the following equations:
= B, C08 (4; + $41) + Ay cos (Yi + Yar) =
& — A, cos ($ + $42) + A, cos (Yi + ¥i,2)
— B. cos ($i + Gi,3) + Re cos (Wi + vi,
— Ba cos (bi + Gi,4) + Ry cos (Ys + 108 [(di,4 — Via) + o: — vi)
— Bs cos ($i + o4,8) + Ry cos (Wi + Vis) = 08 [(di,8 — v8) + b: — vi)
Gradual elimination of the side ratios yields, after extremely tedious and
608 [($4,1 — Via) +o: — Vid
c08 [($i,2 — Wa2) +o: — Vi
08 [(di,8 — via) + bi — vd
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lengthy algebraic operations, the following expressions, which must be
solved simultaneously:
tan 6 = F, (-Fi + VF — FF)
and tan ye = gp l-Fs + VE OP
where Fy, Fs, and F are cubic expressions in tan y;, and F', Fi, and F%,
are similar expressions in tan 4. (For details of these expressions, the
reader is referred to Freudenstein’s original paper.) After 4, and ¥; have
been computed, the side ratios are determined as in the three-point
approximation, The solution of a particular problem, based on the use
of a desk calculator, may take 10 to 12 weeks.
12-8. Function Generation; Precision-derivative Approximation
Preliminary Work. As a preliminary step in the mechanization of a
function y = (x) by the method of precision derivatives, it is necessary
to convert its derivatives into corresponding derivatives of the function
v = f(o):
pat Wey de
“dé dy dzde
But, by Eq. (12-3),
dy = ky dy and do = kedx
Hence (12-4)
Further
and (12-5)
Similarly w= z& y” (12-6)
and v= i yw” (12-7)
Substitution of the prescribed values of these derivatives into the basic
equations yields the conditions which determine the particular linkage.
Basic Equations. The basic equations are obtained by successive
differentiations of Eq. (12-2).
Freudenstein’s equation:
@, — Ry cos ¢ + Ry cos y = cos (¢ — ¥). (12-2)
First derivative:
R, sin ¢ — Rp sing = —(1 — ¥’/) sin (6 — ¥) (12-8)
izes y Google unSYNTHESIS: ANALYTICAL METHODS 323
Second derivative:
R, cos $ — Ri (y’)? cos y + y” sin y]
= "sin (¢ — ¥) — (1— ¥/)P eos (6 — ¥) (12-9)
Third derivative:
R, sin ¢ + Ral3y'y" cosy + [y” — (¥’)] sin y}
= —3(1 — WW" cos (@ — ¥) — [W” + (1 — ¥)4] sin (@ — ¥) (12-10)
Fourth derivative:
R, cos 6 + R,{l4y/'” — W)* + 3(Y")] cosy + [y’"” — 6(/)*¥'"] sin ¥}
= BW") — A — v4 — 401 — vv" cos (¢ — ¥)
— y'" — 601 — v/)*y"] sin ( — y) (12-11)
Third-order Approximation. The arbitrary design parameters are the
scale factors ky and ky and the link positions ¢, and ¥» which define the
chosen precision point. The known values, that is, ¢), ¥p, ¥/,, and yj,
are substituted into Eqs. (12-2), (12-8), and (12-9), yielding three equa-
tions from which the side ratios can be computed.
Fourth-order Approximation. The arbitrary parameters are ks, ky,
and ¢». Substitution of the known values into Eqs. (12-2), (12-8),
(12-9), and (12-10) and progressive elimination of the side ratios leads
to an equation of the form
wi tant yy + ws tan? yp + us tan? yy + us tan yy + ws = 0
After ¥, has been found, the side ratios are computed as in the third-
order approximation.
Fifth-order Approximation. The arbitrary parameters are k, and ky.
The known values are substituted into Eqs. (12-2) and (12-8) to (12-11).
Elimination of the side ratios and of the angle ¢, finally yields the
equation
Di tant yy + dz tan! ¥y+ As tant yp +A, tan? ¥p + As tan vy + de = 0
After ¥, has been found, ¢, and the side ratios are determined from the
intermediate equations obtained during the reduction process.
12-4. Path Generation
Using the complex-number representation of vectors (Fig. 12-2),
Freudenstein and Sandor have developed a very elegant approach to the
1, Froudenstein and G, N, Sandor, Synthesis of Path-generating Mechanisms by
Means of Programmed Digital Computer, Trans. ASME, vol. 81B, no. 2, pp.
159-168, 1959; G. N. Sandor and F. Freudenstein, Kinematic Synthesis of Path-
generating Mechanisms by Means of the IBM 650 Computer, JBM 650 Program
Library File 9.5.003.
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