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Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

CHAPTER 3
FORCE ANALYSIS OF MECHANISMS
Dr. Le Thanh Long
ltlong@hcmut.edu.vn

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

Outline
3.1. Force classification.
3.2. Method of force analysis.
3.3. Method of virtual work.
3.4. Lagrange equations and applications.

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.1. Force classification

Force
classification

External Internal Inertia


Forces Forces Force

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.1. Force classification


1. External Forces
• Work resistance force
• Gravity
• Drive force
To operate the machine at the required speed, a force must be placed on
the driving link to balance all other forces acting on the machine. This
force is called the balance force placed on the driving link.

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.1. Force classification


2. Internal Forces
- Reaction force between two pair elements of a pair

- At each point in a pair element, there exits two force components:


• Pressure component : perpendicular to the direction of
relative motion. Total pressure components in a joint -->
reaction force.
• Friction component: parallel with the direction of relative
motion. Total friction components in a joint --> friction force.

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.1. Force classification


3. Inertia Force
- The mechanism is a moving system with acceleration, the external
forces acting on the mechanism do not cancel each other
-> Can't use static methods to solve.
- To solve the problem of unbalanced force system --> Use
D'Alambert's principle

In addition to the forces acting on a moving mechanical system,


adding inertia forces and treating them as external forces, the system
is considered to be in equilibrium. Then the static method can be
used to solve the force problem of the system.

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.1. Force classification


3. Inertia Force
- An object of mass m, acting on a total force ∑ . It will have an
acceleration of ⃗.
   
 P  ma   P  ma  0
Inertia Force
   
 P  P qt  0 P qt   ma

A rotating object with a moment of inertia J, under the influence of


total moments ∑ , will have an angular acceleration of ⃗.
   
 M  J   M  J  0
    Moment of inertia force
 M  M qt  0 M qt   J 
7

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.1. Force classification


3. Inertia Force
General: An object with mass m and inertia moment with the center of
mass JS, having plane-parallel motion with mass acceleration ⃗ and
angular acceleration ⃗. It produces a inertia force and a inertia moment.
   
P qt   ma S M qt   J S 

Same line, opposite direction ⃗ Same line, opposite direction ⃗


 
P qt : Set point: at the center of mass S M qt : Set point: on the object.

Magnitude: maS Magnitude: JSε

To solve the problem of dynamic joint pressure is convenient. In some


cases, it is possible to reduce and to a single force.
8

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics.
2. Geometric features.
3. Work of force, kinetic energy, momentum.
4. Conditions for static equilibrium.
5. Pressure of kinematic pairs.

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• An absolute solid is a solid object whose shape and volume do not
change under all external influences
• Equilibrium:
 The mechanical state of an absolute solid is the law of motion of
the solid in space and time.
 Equilibrium is a special mechanical state of a solid such that all
particles in the body have zero acceleration.
 There are two types of equilibrium for an object:
 Straight forward.
 The object is at rest (with the property of zero velocity).

10

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Force is a vector quantity used to measure the mechanical
interactions between matter.

F  (F,F
x y ,F)
z

11

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• The characteristics of force - A: Set point of force F
- Price ab is the direction of force F,
 direction of ⃗ is the direction of the
F applied force
− ⃗ : The magnitude (intensity) of
the force F


Symbol of force F(N);

. / s2
1N  1 kgm
12

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• A force system is a collection of forces acting on an object under
investigation. 
Symbol for n-force system: F ,j j  1, n

• Equivalent force system

Two systems of force are called mechanically equivalent if the two


systems produce the same mechanical effect on an object.
 
The symbol for the system
of two equivalent forces:
   
F j  Qk
j  1, n k  1, m 13

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• A balanced force system is a type of force system that does not
change the mechanical state of a rigid object when the object is
acted upon by this type of force system.

Symbol of balanced force system:  
F j , j  1, n

14

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Resultant force : If a system of many forces is equivalent to a new
system with only one force, that single force is called the resultant
force of the system of many forces.
 
Symbol of resultant force:  
F j  R, j  1, n
The properties of resultant force:
 The resultant force vector is determined by the sum vector
 n 
R  F j
of the force vectors in the system. j1

 The projection of a force vector onto an axis is an algebraic value.


 The resultant force vector of the system of forces lies only on a
single line of action in the space R3.
 There are systems that always have a resultant force and there are
systems that never have a resultant force. 15

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
In the plane
a. Definitions: n

• Resultant force Rx  Fjx
 j 1
 n  n
Rx  Fjx R  F
 j 1  y j 1
jy

 n

Ry  Fjy
 j 1
 n 
Rz  Fjz Fjx  F j .cos
 j 1 
Fjy  F j .sin

16

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
Distributed force conversion

 xB
Q   q(x).dx  
 xA
 xB

 x q(x).x.dx
x  A
 C Q

17

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
Distributed force conversion
Evenly distributed

Triangular distribution

18

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Moment of force: Under the action of a force, a rigid object can
move in translational motion, in rotational motion, or in both
translational and rotational motion at the same time. The effect of the
force causing the rigid object to rotate will be evaluated by the
moment of the force.

19

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Moment of force about a center:  
Consider moment of force vector F about center O r  OA
 
  (r, F)
d  OH  (l)
 d  r.sin

The ability of force F to rotate a rigid object about center O will be


evaluated by the moment vector of force F about the center O as follows:
   
M o (F)  r  F
20

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Moment of force about a center:
   
Consider moment of force vector F about center O M o (F )  r  F

21

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Theorem:
The necessary and sufficient condition for the force F to not be able to
rotate the rigid object around the center O is:
  
M o (F )  0
 
 M o (F )  0
 d 0
 O(l)

22

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Moment of force about an axis:

 
F xy  hcxy (F)

  
Mz (F)   MO (F xy )  2.S(OAxy Bxy )
23

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Moment of force about an axis:
Convention:
The moment of force vector F about the
axis of rotation z will be conventionally
positive (+) if looking along the axis of
rotation z from the top of that axis, we see
that the projected force Fxy will tend to
rotate around the center O, counter-
clockwise and vice versa.

Theorem: The perpendicular projection onto the z axis of the force


vector F about the center O is equal to the moment of the
force F about the z axis.   
hcz MO (F)  Mz (F), Oz 24

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Moment of force about an axis:
Theorem: The necessary and sufficient condition for the force F to not be
able to make the rigid object rotate about the z-axis is the
moment of the force F about the z-axis is zero.

Mz (F)  0
 S(OAxy Bxy )  0
 mp(OAB) / / z
The z axis intersects the plane (OAB) at O, so the Z axis ⸦ (OAB)
  z,(l)
 z / /(l)
 
z x (l) 25

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Couple is a system of two forces simultaneously satisfying the
following conditions: Collinear but opposite direction , same
magnitude, not same line of action.
 '
Symbol of the couple (F, F )
 
F'  F

26

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Couple is an unbalanced system of forces.
Under the action of a couple, a completely
free, stationary rigid object will perform
rotational motion.
 '
(F, F )  
• Couple is a type of force system that
hasn’t resultant force. The random force is
a simplified form of the force system:
 ' 
(F, F )  R

27

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
• Moment of couple
The couple's ability to rotate will depend on four factors of the
couple: the plane of action (P), the lever arm d, the magnitude of the
forces, and the direction of rotation of the couple.
To measure the couple's ability to rotate an object, one defines the
torque vector quantity of the couple:

plane (P)
direction

28

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
Symbols of moment:
Method 1: Sign moment by a two-headed
straight vector. (Used in 3D space problem)
Method 2: Symbolize moment by a torque of two forces in the plane
of action. Perpendicular to the moment vector of way 1 such that the
moment vector of the torque equals the moment vector to be
represented. (Used in 2D and 3D space problems)
Note: There are many possible torques
to represent a moment

29

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
a. Definitions:
Symbols of moment:
Method 3: Represent moment by a curved vector in the plane. The
direction of the curved vector is determined according to the right hand
rule relative to the direction of the straight moment vector of way 1. Or
the direction of the curved moment vector will be in the same direction
of rotation of the torque. (Used in 2D and 3D space problems)

30

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
b. The axioms of statics
• Axiom 1: Axiom of two balancing forces
The necessary and sufficient condition for the system of two forces to
be in equilibrium is that they have the same lines of action, opposite
directions, and have the same magnitude.

31

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
b. The axioms of statics
• Axiom 2: Adding and subtracting two balancing forces
The effect of a system of forces does not change when two balancing
forces are added or removed
Corollary: The effect of a force on a rigid object is absolutely unchanged
as the force slides along its line of action. (Sliding force theorem)

Note: The above property is only true for absolute rigid object.
32

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
b. The axioms of statics
• Axiom 3: Axiom of parallelogram force

A system of two forces at the same point is equivalent to a force


placed at a common point and has a force vector equal to a
parallelogram diagonal vector whose sides are two vectors
representing two component forces.

  
F  F1  F2

33

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
b. The axioms of statics
• Axiom 4: Axioms of action and counteraction
The force and reaction force between two objects with the same line
of action, opposite direction, and the same magnitude

Note: The force and the reaction force are not equal forces because
they do not act on the same rigid object.
34

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
b. The axioms of statics
• Axiom 5: Axiom of solidification
A deformed object that is balanced under the action of a system of
forces, when solidified, remains in equilibrium under the action of
that force system.

string string

solidification
solidification

steel steel

Note: The reverse is not true.


35

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
b. The axioms of statics
• Axiom 6: Axiom of releasing the link
A balanced non-free object (i.e. bonded body) can be considered to be
a balanced free object if the bonds are released, replacing the action of
the released bonds with the corresponding binding reactions.

36

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions are forces exerted by bonds on an object
Support reactions are passive forces

37

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Properties of the support reaction:
Property 1: The number of support reaction of a bond type will be
equal to the number of constraints of that bond.
Property 2: The location of the support reactions coincides with the
positions of those links (Place at the position of the link).
Property 3: The direction of the support reactions will coincide with
the direction of the lost independent motions.
Property 4: The direction of the support reactions will be opposite
to the direction of the lost independent motions.

38

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Wire link: R= 1
 One support reaction.

39

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
R= 1
Smooth bearing link (frictionless smooth bearing)
 One support reaction

Common tangent

Note: The reaction is perpendicular to the unbroken


surface 40

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Fixed hinge joint link: R= 2
 Two support reactions.

41

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Mobile hinge joint link: R= 1
 One support reaction.

42

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Ball joint link: R= 3
 Three support reactions

43

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Flat mount link: R= 3
 Three support reactions

44

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Space mount link: R= 6
 Three support reactions

45

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link R= 1
Bar link :
 One support reaction.
Investigate straight, curved, and bar link that appear when:
- Bars weighing very little compared to the forces that bear bar.
- There are 2 links at the 2 ends of the rod belonging to one of the
following 3 types of links : hinge, ball joint, smooth seat.
- The bar is only loaded at the two ends, not in the middle of the bar.
The reactions are on the line connecting the two ends of the rod.

46

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Bar link :
If the bar at the same time satisfying the conditions as above was used
as the link to the solid, they will be called the bar link. Each bar link
will have a constraint and produce a reaction force on the object. The
reaction of the rod connection always has the property of lying on a
straight line connecting the two ends of the rod connection.

47

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Bar link :
Bar link

Not bar link

48

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
Bar link:

49

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link
hinge joint link
Mobile hinge joint link
2 constraint
1 constraint
Dof of mechanical system
Object : 2
Constraint : 6

Bear link
Fixed hinge joint link 1 constraint
2 constraint
50

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


1. Statics
c. Support reactions
• Basic types of link

Release the link

51

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Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
The motion of a mechanical system depends not only on the forces
acting on it, but also on a number of factors, such as: the mass of the
system, the shape of the system, and the distribution of internal
masses.
Mass of the system
A positive scalar quantity that characterizes the degree of inertia of
the mechanical system.

= > 0,

Inertia is a property of the material reflects the ease or difficulty


changing mechanical state of the object. The greater the inertia, the more
difficult it is for an object to change its mechanical state and vice versa.
52

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Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
If the mechanical system is a constant environment:

= . → = =

If the mechanical system is a constant environment, homogeneous:

= = → = . =

53

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Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Center of mass of the system:
Is a geometric point that exists in the space of the system, denoted
by point C and whose position is determined as follows:


=


=
∑ with =∑
=

=
54

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Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features

∑ ̇
= ̇ =
∑ ∑ ̇
= ̇ = = ̇ =
∑ ̇
= ̇ =

55

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Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features

∑ ̈
= ̈ =
∑ ∑ ̈
= ̇ = ̈ = = ̈ =
∑ ̈
= ̈ =

56

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Inertia moment of the system about an axis:
A scalar quantity, positive denotes the inertia of the mechanical system
as the system rotates around an axis.

∆ = ℎ ; .

= ( + )

= ( + )

= ( + )
57

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Inertia moment of the system about axis z :

Where r : is the lever arm perpendicular to


the axis z
= .

Therefore,
=

58

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Example: Calculate the inertia moment of a straight bar about the axis
(∆) with mass M and length L
a. Axis (∆) goes through the top of the bar
b. The axis (∆) passes through the center of gravity of the bar

a. Consider a small element: = ∆ with =


Follow the definition :

∆ = = ∆

→ ∆ = =
3

→ ∆ =
3 59

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
b. Consider a small element:
Same as above:
/
→ ∆ = =
/ 12

→ ∆ =
12
The above formula can be used for uniform rectangular plate

60

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Example: Calculate the inertia moment of the circle and the cylinder
about the axis (∆) passing through the center of the circle and the
cylindrical surface of mass M, radius R as shown in the figure.

Follow the definition :

∆ = =

→ ∆ =

61

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Example: Calculate the inertia moment of the circle and the cylinder
about the axis (∆) passing through the center of the circle and the
cylindrical surface of mass M, radius R as shown in the figure.

Consider a small element:

= (2 .∆ )

We have:
2
∆ = = ∆

2
→ ∆ =
1
→ ∆ =
2 62

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Inertia moment of the system about center O:

A scalar quantity, positive denotes the inertia of the mechanical


system as the system rotates around center O.

In the coordinate system Oxyz

= = ( + + )

+ + +
= ( + + )
2 2 2
1
→ = ( + + )
2 63

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Inertia moment of the system about an axis:
In engineering, the mass inertia moment is usually expressed as:

∆ =

Where M is the mass of the object (kg).


is the inertia radius(m)

64

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Centrifugal inertia moment of the system :

 For the xy axis system: = = [ ]

 For the yz axis system: = = [ ]

 For the zx axis system:


= = [ ]

→ = ; = ; =
65

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Theorem of relationship between parallel axes
Relation of inertia moment between two parallel axes

∆ = ∆ +

Where M is the mass of the object


d is the distance between two parallel axes
∆ is the inertia moment of about the axis
through the center of mass

66

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Theorem of relationship between non-parallel axes (axis rotation
formula)
= + +
−2 . −2 . −2 .

with =∑ , =∑ , =∑
is the mass inertia moment.

67

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Example: Calculate the inertia moment of the straight bar about the
axis (∆) passing through the center of bar with mass M, length L.

The inertia moment of bar about the


axis passing through the end of the bar.

∆ =
3
Using the parallel axis conversion
formula
∆ = ∆ +

→ ∆ = ∆ − = −
3 4
→ ∆ =
12 68

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Mass inertia moment of some simple homogeneous object
Homogeneous straight bar with mass M, length L

1. The axis (∆) passes through the end of bar at A.

= =
3

2. The axis (∆) passes through the center of mass


C , L/2 from A.

=
12
69

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Mass inertia moment of some simple homogeneous object
Homogeneous ring with mass M and radius R

∆ = =

= = /2

Round face (round cylinder) of homogeneous object with mass M,


radius R
1
∆ = =
2

1
= =
4
70

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Mass inertia moment of some simple homogeneous object
Solid, homogeneous, thick rectangular plate

1
=
3

1
=
3

≡ = ( + )

71

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Mass inertia moment of some simple homogeneous object
Homogeneous circular cylinder with mass M radius R

= ≠

1 ℎ
= = ( + )
2 6

72

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Mass inertia moment of some simple homogeneous object
Solid homogeneous cylindrical cylinder with mass M and radius R

1
= ≠
2

1 ℎ
= = ( + )
4 3

73

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
• Inertia moment of a many-object system

∆ =∑( ∆ + . )

Where - ∆ is the inertia moment of the i-th object at the center of mass C
- is the mass of the i-th object
- is the distance from the center of mass of the i-th object to the
point where the moment of inertia is desired

74

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Example: Calculate the moment of inertia of the rectangular frame
OABC about the axis O. With =2 =2 and the masses of the rods
AB, BC are 2M, M, respectively.
We have the inertia moment of each bar about point C.
= / + / + / + /

Use the formula


(2 )(2 ) 8
/ = ; / = =
3 3 3
The shaft passes through the ends of rods OA and OC

75

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


2. Geometric features
Using the axis conversion formula

=/ / +2 .
(2 ). (2 ) 14
= +2 ( 2) =
12 3
13
/ = / + ( ) =
3
The inertia moment of frame OABC about O
= + + +
14 13 8
= + + +
3 3 3 3
= 12 76

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Work of force
The work of the force make the object moving over a distance s


Sign (+) if force is in the same direction as s
Sign (-) if force is opposite to s

Work of the gravitational force

= ± .∆
 ∆ is the vertical displacement of the setpoint
 Sign (+) if setpoint goes down
 Sign (-) if setpoint goes up
77

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Work of force
Work of spring force
1
=− ( − )
2
The work of the force that makes the object
rotate about a fixed axis
=± .
Sign (+) if force M is in the same direction as
Sign (-) if force M is opposite to
Forces that do not work
The force is perpendicular to the distance traveled.
Static friction force between the non-slip
rolling object and the road surface 78

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Work of force
Work of dynamic sliding friction force:

=− . =− . . <0
Power of force:

.
≡ = = = .

Power of moment:
.
≡ = =± =± .

79

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Kinetic energy
Kinetic energy of N-points system
1
=
2
Kinetic energy of a rigid object in translational
The object in
motion
1 translational motion
= .
2
Kinetic energy of a rigid object rotating around a
fixed axis
1
=
2 The object rotating around
a fixed axis 80

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Kinetic energy
Kinetic energy of a rigid body moving in parallel
1 1
= . + .
2 2
Or we can calculate the kinetic energy at the center
of instantaneous velocity P
1
= .
2
Kinetic energy of a rigid object with a general motion.
1 1
= . + .
2 2

81

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Kinetic energy
Differential type:

= +

Derivative type ( When we calculate acceleration)

= +

Finite form (when we need to calculate the velocity, we must know


the initial velocity of the system)

∆ = − = +
82

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Kinetic energy
For a non-morphing system: =0

For a system with ideal connections:


A type of link, the sum of the support reactions is always zero in all
motions of the system. Now the sum of the loads is equal to the sum
of the active (active) forces.

=
83

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Momentum:
The momentum of a material point is a vector quantity denoted and
defined:
= . , . → ↑↑
The momentum of mechanical systems:

= = . = .

Kinetic moment of force

⃗ ≡ = . , .

84

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Momentum:
The momentum moment of mechanical system with center O

= × = ×( )

The momentum moment of mechanical system is


characteristic of the rotation of the system
The momentum moment of the system about the axis of rotation

∆ = ℎ = ℎ ℎ = ℎ = ∆

85

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
• Momentum:
Newton's Second Law =

→ = → =

Momentum Variation Theorem


The time derivative of the momentum of the mechanical system is
equal to the main vector of external forces acting on the system
Special cases

a) ∑ = 0 The center of mass of the system is conserved → =


b) ∑ =0
Projection of main vector of external force on a certain axis (x-axis) is zero
→ projection of momentum on that axis (x-axis) is preserved → = 86

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
Momentum:
Assuming we take the center of momentum moment as O, take O as
the origin to determine the radius of the particle , we get:

= → × = ×

→ ( × )= × → = ( )

Project on arbitrary axis through O  ∆ =∑ ∆( )


Momentum moment variation theorem:
The time derivative of the momentum moment of the mechanical
system about the center (axis) is equal to the principal moments of the
external forces with respect to that center (axis). 87

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


3. Work of force, momentum
Momentum:
Ships and aircraft are moved by propellers or propellers

Jet motion of aircraft and rockets in horizontal space


Usually applied to problems:
• Calculate the momentum of the system
• Calculate the velocity after the collision
• Calculate the combined reaction of gas and
liquid flows
88

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


4. Conditions for Static Equilibrium
To calculate the pressure of kinematic pair, we must separate the links from
the mechanism so that the pressure of kinematic pair at the joints becomes
an external force for each link. Then on each link, we put external forces
(including inertial forces) and write the equilibrium equation.

• Conditions for Static

A number of A number of unknown in


equations the equations

89

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


4. Conditions for Static Equilibrium
• A number of equations:
 Force balance conditions for a link in the plane:

 X  0,  Y  0,  M  0
So if there are n links, 3n force balance equations will be created.

90

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


4. Conditions for Static Equilibrium
• Number of unknowns:

Direction: unknown

R ik : Setpoint: at center O

Magnitude : unknown

91

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


4. Conditions for Static Equilibrium
• Number of unknowns:

Direction : perpendicular to the sliding direction



R ik : Setpoint: unknown

Magnitude: unknown

92

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


4. Conditions for Static Equilibrium
• Number of unknowns:

Direction : follow the common normal line nn



R ik : Setpoint: at the point of contact

Magnitude: unknown

93

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


4. Conditions for Static Equilibrium
• Number of unknowns:
The unknowns of kinematic pair pressures of p5 type 5 joints and p4
type 4 joints are: 2p5 + p4
Conditions for Static
3n  2 p5  p4 3n  (2 p5  p4 )  0
To determine the kinematic pair pressure, we must solve
simultaneously the equations written for the links of a Assur group.
That is, to separate the mechanism into stationary groups and write the
force equation for each of these groups.

94

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


4. Conditions for Static Equilibrium
• Number of unknowns:
In 3D, a link can create 6 force balance equations:

 X  0,  Y  0,  Z  0
 M  0,  M  0,  M  0
x y z

So, with n links we will get 6n force balance equations.

95

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


4. Conditions for Static Equilibrium
• Number of unknowns:
Each kinematic pair pressure in a k-type joint has k unknowns.
 The number of unknows of pk type k joints is kpk
5
 The number of unknows of pk type k joints in kinematic string:  kp
k 1
k

To determine the kinematic pair pressure in the spatial mechanism,


we must solve the equations for the links in a group with degrees of
freedom of 0.

96

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Method
To analyze the reaction of kinematic pair → separate the structure
into Assur groups, on which the reactions at the joints are external
forces → write force equations for each link.
To solve the kinematic pair pressure problems, the number of force
equations created must be equal to the number contained in the
equations. This is the static condition of the problem.
5 5
6n   kPk  6n   kPk  0
k 1 k 1

When solving, we solve for Assur groups far from the driver link
(contrast to the kinematics problem).

97

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
Slider crank mechanism in the position under consideration. The
external forces (including technical resistance, inertial force,…)
acting on link 1 are , ; acting on link 2 is , ; acting on link
3 is , . Determine kinematic pair pressure at joints B, C, and D
to equilibrium.

98

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
Force analysis of link 3:

99

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
Force analysis of link 2:

100

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
Writing the force equations of link 3:

  
R 23  P 3  R 43  0
  
 M C  M C ( R 43 )  M C ( P3 )  M 3  0
  M C  R43 .x  P3 .h3  M 3  0
 x?

101

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
Writing the force equations of link 2:
  
R 32  P 2  R12  0
   
 M C ( F 2 )  M C ( R12 )  M C ( P 2 )  M 2  0
  M C  R12 .lBC  P2 .h2  M 2  0

P h  M2    n
 R12  2 2 R12  R12  R12
lBC

102

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
Solve the force equations of link 2:

   n
R12  R12  R12

 C 12 .lBC  P2 .h2  M 2  0
M  R

P2 h2  M 2
 R12 
lBC

103

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
 The mechanism has 1 degree of freedom, after separating the
Assur groups, the driving link is connected to frame by hinges.
 The balance force placed on the driving link is not arbitrary, it
must obey the equilibrium condition on the driving link.

 The balance force on the driving link can be a force or it can


be a moment

104

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
The balance force on the driver link is Mcb

    


 M A  M cb  M 1  P1.h1  R 21.h21  0
 M cb  R21.h21  M 1  P1.h1

105

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.2. Method of force analysis


5. Kinematic pair pressure
Slider crank mechanism
The balance force on the driver link is Pcb

    
 M A  P cb h  M 1  P1.h1  R 21.h21  0
R21.h21  M 1  P1.h1
 Pcb 
h
Comment:
 
M cb  P cb h

106

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.3. Method of Virtual Work


 The balance force on the driver link is also the force that balances all
the forces (including the inertia force) acting on the mechanism.

 According to the principle of possible movement: "In a system of


forces in equilibrium, the sum of the instantaneous powers of all
forces acting on the mechanism is zero in all possible movements".

107

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.3. Method of Virtual Work


• The balance force on the driving link is Mcb
     
M cb . i   P i .Vi   M i .i  0
i i

• The balance force on the driving link is Pcb


     
P cb .V C   P i .Vi   M i .i  0
i i

108

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.4. Lagrange equations and applications


• General equation of kinematic

− =0

− ̈ + − ̈ + − ̈ =0

• Lagrange equations
From the general equation of dynamics, we represent it in a fully
generalized and linearly independent coordinate system

− = − =
̇ ̇

109

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.4. Lagrange equations and applications


• Cases
If all forces acting on the system are potential forces, then the
following formula applies:
= −Π
The function L of the generalized coordinate and the generalized
velocity equals the subtract of the kinetic and potential energy of the
system, which is called the Lagrange or potential energy function.
The Lagrange equation of the potential forces has the form:

− =
̇
This is the differential equation of motion of the system. The
number of equations is equal to the exact number of degrees of
freedom of the system
110

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.4. Lagrange equations and applications


• Generalized coordinates
The generalized coordinate of a mechanical system is an
independent parameter chosen to investigate the motion for the
whole system. For each system, we have many ways to choose the
generalized coordinate.
 The number of independent generalized coordinate to determine the
system.
= =3 −
 The position of the mechanical system is determined by n
generalized coordinates:
, ,…,

111

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.4. Lagrange equations and applications


Example: Determine the number of coordinates for the following system:

q1  O1 A
 q1  
hay q1   
q2  

112

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.4. Lagrange equations and applications


Example: Regardless of friction, write the equation of motion of the
system consisting of a homogeneous bar AB with length l, weight P, and
able to rotate about axis A in a vertical plane. The ball M is moving on the
bar with weight Q. The natural length of spring AM is , the stiffness is k.
Choose generalized coordinates


Lagrange II equation:

− =
̇
  T  T
 d     Q1
 dt      
  
 
 d  T  T
     Q2
dt 
       
113

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

3.4. Lagrange equations and applications


• Application:

 Lagrange equations are widely used in practice to solve mechanical


problems in physics and engineering when it is not convenient to
use Newton's formulas in classical mechanics to solve.

 The Lagrange equation applies to the kinematic of particles, the


fields are described using the Lagrange density function.

 The Lagrange equation is also used for optimization problems for


kinematic systems.

114

Department of Machine Design - Faculty of Mechanical Engineering


Ho Chi Minh City University of Technology (HCMUT), VNU-HCM

115

Department of Machine Design - Faculty of Mechanical Engineering

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