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Dynamic Simulation:

Constraint Equations

Objective

 The objective of this module is to develop the equations for ground,


revolute, prismatic, and motion constraints for a planar mechanism.
 These equations will be developed for a piston-crank assembly in a
Boxer style engine.
 These constraint equations will be used in the next Module (Module
4) to show how position, velocity, and accelerations are computed.
 Although the equations developed for this module are for a planar
(2D) mechanism, the methods can be generalized to 3D mechanisms.

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Section 4 – Dynamic Simulation

Boxer Style Engine Module 3 – Constraint Equations


Page 2

 Boxer style engines have a


horizontally opposed piston
configuration.
 This has several advantages
 Lower center of gravity
 Lower vertical height
 Lighter weight
 Less vibration
 Boxer style engines are used by
Porsche and Subaru.
 Because of their low vertical
profile they are often called
pancake engines.

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Section 4 – Dynamic Simulation

Cross Section View Module 3 – Constraint Equations


Page 3

This module will use the piston-crank portion of this engine to


demonstrate how kinematic and motion constraints are developed.

Counterweight
Rod Bolt

Bottom
Bearing
Cylinder Cap
Piston
Liner
Pin Piston Connecting
Bearing Piston Rod
Pin
Crank Shaft
Crank Bearing

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Section 4 – Dynamic Simulation

Planar System Module 3 – Constraint Equations


Page 4

 The boxer engine rotating


Cylinder 1
assembly contains four piston Cylinder 2
assemblies.
 Constraint equations will be
written for one piston
assembly to demonstrate the
process.
Cylinder 3
 This single assembly can be
represented as a planar Cylinder 4
mechanism.
 A Dynamic Simulation of the The planar equations will be
complete system will be developed for Cylinder 3.
presented in another module.
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Section 4 – Dynamic Simulation

Global Coordinate System Module 3 – Constraint Equations


Page 5

Z
 The constraint equations will be
referenced to the stationary
coordinate system shown in the
figure.
 This reference coordinate system is X
called the global coordinate system.
 Capital letters are used to indicate Cylinder 3
that a coordinate or vector refers to
this coordinate system.
 Lower case letters will be used to Y
indicate a coordinate or vector is
referred to a body fixed coordinate X
system associated with a part.

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Section 4 – Dynamic Simulation

Part ID’s Module 3 – Constraint Equations


Page 6

The process of
developing the constraint A
Cylinder Liner
equations is facilitated by E
identifying each Crank Bearing
(Not Visible)
component by a letter.

The five components


shown with letters make
up the basic system for
which the constraint
equations will be written.
B
Piston C
Connecting
Rod D
Crank Shaft

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Section 4 – Dynamic Simulation

Mobility Module 3 – Constraint Equations


Page 7

 Gruebler’s equation can be used to establish the mobility of the planar


mechanism. A
Cylinder Liner
E
 Bodies (B) = 5 Crank Bearing
(Not Visible)
 Grounded bodies (G) = 2
 Revolute joints (R) = 3
 Prismatic joints (P) = 1

Mobility

DOF  3( B)  2( R)  2( P)  3(G )
 3(5)  2(3)  2(1)  3(2)  1 B
Piston C
Connecting
A mobility of one will require one Rod D
motion constraint. Crank Shaft

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Section 4 – Dynamic Simulation

List of DOF’s Module 3 – Constraint Equations


Page 8

X cgA
 The DOF’s are associated
YcgA
with a set of generalized List of Generalized Coordinates
A
coordinates.
X cgB
 Each body has 3 DOF and 3 YcgB
Format
generalized coordinates. X-coordinate of the B
 The generalized coordinates cg of Body A X cgC
for the planar mechanism Body YcgC
are listed on the right. A C
 Fifteen constraint equations
X cg X cgD

must be developed that will YcgD


Capital letter
enable each of the fifteen indicates that Center of D

generalized coordinates to variable is associated Gravity X cgE


with the global YcgE
be determined. coordinate system.
E

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Section 4 – Dynamic Simulation

Ground Joints Module 3 – Constraint Equations


Page 9

 The cylinder liners are


pressed into the engine Cylinder 1
block and do not move. Cylinder 2

 The pistons move relative


to the cylinder liners and
the combination make a
prismatic joint. Cylinder 3
Cylinder 4
 The cylinder liners must be
mathematically grounded
or fixed in space.

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Section 4 – Dynamic Simulation

Cylinder Liner Ground Equations Module 3 – Constraint Equations


Page 10

The location of the center of


gravity and the orientation of the
principal axes of inertia are y
shown in the figures. x

The ground constraint equations


that fix the position of the c.g.
and orientation of the principal
axes can be written as y

z
X cgA156.8 mm  0
Y cgA 0
 cgA 0

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Section 4 – Dynamic Simulation

Crank Bearing Ground Joint Module 3 – Constraint Equations


Page 11

Virtual Crank Bearing


 The crank bearing is fixed in the Located at the Origin
engine block and does not move. Y
 The crank shaft rotation relative to Z
the crank bearing can be represented
by a revolute joint. X
 All of the parts in the planar system
must lie in the global X-Y plane.
 Therefore, a “virtual” crank bearing
Crank Bearing
will be placed at the origin of the Constraint Equations
global coordinate system so that the
X E
0
planar equations can be developed. cg

YcgE  0
 cgE  0

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Section 4 – Dynamic Simulation

Summary of Ground Joint Equations Module 3 – Constraint Equations


Page 12

Cylinder Liner Virtual Crank Bearing


X cgA156.8 mm  0 X cgE  0
Y cgA 0 YcgE  0
 cgA 0  cgE  0

 Each of these equations fix one DOF for the


respective part in space.

 None of the equations are a function of time.

 None of the equations involve more than one part.

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Section 4 – Dynamic Simulation

2D Coordinate Transformation Matrix Module 3 – Constraint Equations


Page 13

y cos θ
 In subsequent slides it will be y sin θ
necessary to transform the Y θ
components of a vector from a x

body fixed coordinate system to x sin θ


the global coordinate system. y
θ
 This transformation is X
accomplished with the x cos θ
transformation matrix [T()]. Matrix Form
 From the figure,
 X  cos   sin    x 
   
X  x cos   y sin   Y   sin  y cos    y 
Y  x sin   y cos 
cos   sin  
T   
 sin  y cos  

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Section 4 – Dynamic Simulation

Revolute Joint Module 3 – Constraint Equations


Page 14

 There are three revolute joints in the yB


piston-crank assembly Body B
 Between the piston and connecting rod Y
 Between the connecting rod and
crankshaft Body A xB
yA B
 Between the crankshaft and crank
bearing xA
Joint
 The constraint equations for a A
revolute joint will be developed using
the two bodies shown in the figure.
 Body A and B have the same X
translational motion at the joint but
Two bodies connected at a common
can have relative rotation. point that allows relative rotational
motion.

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Section 4 – Dynamic Simulation

Revolute Joint Module 3 – Constraint Equations


Page 15

 The position of Joint 1 on


Body A relative to the global Y Joint 1

coordinate system is given by yA


the equation Body A

r1 A
A A A 1
xA
R1  Rcg  r1 ĵ

A
A
 The components of Rcg are
written with respect to the Ĵ A
Rcg
global coordinate system Iˆ X
base vectors and the  cg
A RA
r
components of 1 are written A
with respect to the body r1  x1Aiˆ  y1A ˆj
fixed coordinate system. A
Rcg  X cgA Iˆ  YcgA Jˆ
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Section 4 – Dynamic Simulation

Revolute Joint Module 3 – Constraint Equations


Page 16

 The components of the body fixed


position vector must be Position Vector Equation
transformed to the global A A A
R1  Rcg  r1
coordinate system before the
components of the two vectors can
Component Form
be added.
 X 1A   X cgA  cos  A  sin  A   x1A 
 A    A   A  A 
 This is accomplished using the 
 1   cg  
Y Y  sin  A
cos    x1 
transformation matrix introduced
earlier.

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Section 4 – Dynamic Simulation

Revolute Joint Module 3 – Constraint Equations


Page 17

 The coordinates of Joint 1 on  In a Revolute Joint the


Body A are coordinates of the joint
must be same for each
 X 1A   X cgA  cos  A  sin  A   x1A  body.
 A    A    
 1  
Y  Ycg 
  sin  A
cos  A   y1A   Thus,
 X 1A   X 1B 
 Similarly, the coordinates of  A B
 Y1   Y1 
Joint 1 on Body B are
or
 X   X  cos 
B B B
 sin  B
 x 
B

   
cg
 
1 1

  
Y 1
B
 Y 
  sin
B
cg B
cos  B B
 y 
1  X cgA  cos  A  sin  A   x1A 
 A    
 Ycg   sin  A cos  A   y1A 
General Form of the  X cgB  cos  B  sin  B   x1B  0
Constraint Equations for a  B  B  B 
 
 Ycg   sin  B
cos    y1  0
Planar Revolute Joint

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Section 4 – Dynamic Simulation

Revolute Joint Module 3 – Constraint Equations


Page 18

 The general form of the


constraint equations for a
planar revolute joint is
 X cgA  cos  A  sin  A   x1A  Joint 1
 A   A  A 
 cg  
Y sin  A
cos    y1 
 X cgB  cos  B  sin  B   x1B  0 2nd Revolute Joint
 B  B  B 
 
 Ycg   sin  B
cos    y1  0

 The specific equations for the Joint 2


three revolute joints in the
piston-crank mechanism will
now be developed
Joint 3

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Section 4 – Dynamic Simulation

1st Revolute Joint Module 3 – Constraint Equations


Page 19

 The location of the joint Piston  Body B

relative to the c.g. is needed to


B 28 mm
define the parameters x1 & y1B
 For the piston,
y
x  28mm
B
1
x
y 0
B
1

C.G.
Joint 1

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Section 4 – Dynamic Simulation

1st Revolute Joint Module 3 – Constraint Equations


Page 20

 The location of the joint


relative to the c.g. is needed to
C
define the parameters x1 & y1C
 From the picture, Connecting Rod  Body C

x1C  102.6mm 102.6


y1C  0
y

Joint 1

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Section 4 – Dynamic Simulation

1st Revolute Joint Module 3 – Constraint Equations


Page 21

Using the geometry from the


piston and connecting rod, the
revolute joint constraint equation
becomes

x1B  28mm x1C  102.6mm


y1B  0 y1C  0
Joint 1
 X cgB  cos  B  sin  B   x1B  1st Revolute Joint Constraint Equations
 B    
 Ycg   sin  B cos  B   y1B 
X cgB  28 cos  B  X cgC  102.6 sin  C  0
 X cgC  cos  C  sin  C   x1C  0
 C  C  C 
  YcgB  28 sin  B  YcgC  102.6 cos  C  0
 Ycg   sin  C
cos    y1  0

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Section 4 – Dynamic Simulation

2nd Revolute Joint Module 3 – Constraint Equations


Page 22
General Form of Constraint
Equation
 X cgC  cos  C  sin  C   x2C  Body C
 C   C  C 
 Ycg   sin  C cos    y2  y
 X cgD  cos  D  sin  D   x2D  0 Joint 2
 D  D  D 
 
 Ycg   sin  D cos    y2  0 x

 The location of the joint


relative to the c.g. is needed
to define the parameters x2C
C 41.3 mm
& y2
 From the picture,
x  41.3
C
2

y2C  0
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Section 4 – Dynamic Simulation

2nd Revolute Joint Module 3 – Constraint Equations


Page 23
General Form of Constraint
Equation
 X cgC  cos  C  sin  C   x2C 
 C   C  C 
 Ycg   sin  C cos    y2 
 X cgD  cos  D  sin  D   x2D  0
 D  D  D 
 
 Ycg   sin  D cos    y2  0 y

 The location of the joint x


relative to the c.g. is needed
to define the parameters x2D
D
y
& 2 Joint 2
 From the picture, 43 mm
x2D  43
y 0
D
2

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Section 4 – Dynamic Simulation

2nd Revolute Joint Module 3 – Constraint Equations


Page 24

Using the geometry from the


connecting rod and crank shaft,
the revolute joint constraint
equation becomes
x  41.3
C
2
x2D  43
y 0
C y2D  0
2 Joint 2

 X cgC  cos  C  sin  C   x2C 


 C   C  C  2nd Revolute Joint Constraint Equations
 Ycg   sin  C
cos    y2 
 X cgD  cos  D  sin  D   x2D  0 X cgC  41.3 cos  C  X cgD  43 sin  D  0
 D  D  D 
 
 Ycg   sin  D
cos    y2  0
YcgC  41.3 sin  C  YcgD  43 cos  D  0

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Section 4 – Dynamic Simulation

3rd Revolute Joint Module 3 – Constraint Equations


Page 25
General Form of Constraint
Equation
 X cgD  cos  D  sin  D   x2D 
 D   D  D 
 Ycg   sin  D cos    y2 
 X cgE  cos  E  sin  E   x2E  0
 E  E  E 
 
 Ycg   sin  E cos    y2  0
Joint 3
 The c.g.’s of both the crank
and crank shaft lie at the
origin of the global
coordinate system. 3rd Revolute Joint Constraint Equations
 Therefore, the body fixed
 X cgD   X cgE  0
coordinates of the joint  D  E    
 Ycg   Ycg  0
relative to the c.g. are zero.

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Section 4 – Dynamic Simulation

Summary of Revolute Joint Equations Module 3 – Constraint Equations


Page 26

Body B Body C Body C

2nd Revolute Joint

Body D
Joint 2
Joint 1
X cgB  28 cos  B  X cgC  102.6 sin  C  0 X cgC  41.3 cos  C  X cgD  43 sin  D  0
YcgB  28 sin  B  YcgC  102.6 cos  C  0 YcgC  41.3 sin  C  YcgD  43 cos  D  0

Joint 3

Body D Body E
 X cgD   X cgE  0
 D  E    
 Ycg   Ycg  0

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Section 4 – Dynamic Simulation

Prismatic Joint Module 3 – Constraint Equations


Page 27

 In the planar system the cylindrical yA


joint between the cylinder liner Y Body B Common
Axis
and the piston acts like a prismatic
joint. Body A
yA xA
 A prismatic joint allows two bodies B
xA
to translate relative to each other
along a common axis. A
 The two bodies cannot rotate
independent of each other.
 The equations for a planar X
prismatic joint are based on the
Two bodies A & B that translate
geometry shown in the figure. relative to one another along a
common axis.

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Section 4 – Dynamic Simulation

Prismatic Joint Constraint Equations Module 3 – Constraint Equations


Page 28

 The points P and Q in Body A lie


on the common axis and are yA
Y Body B Common
connected by the vector PQ. Axis
S
 The points R and S in Body B lie R
Body A
on the common axis and are PQ  yA xA
connected by the vector RS. Q
xA B
 The vector PR also lies on the P

common axis and connects the A


points P and R.
 The three vectors must be
parallel. X

 Alternatively, vectors PR and RS Two bodies A & B that translate


must be perpendicular to PQ  . relative to one another along a
common axis.

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Section 4 – Dynamic Simulation

Prismatic Joint Constraint Equations Module 3 – Constraint Equations


Page 29

 The vector PQ with components yA


written with respect to the Y Body B
body fixed coordinate system of
R S
Body A are Body A
 PQ  yA xA
A ˆ A ˆ
PQ  xPQ i  y PQ j Q
xA B
P
 The components of the vector A
PQ with respect to the global
coordinate system are
 X PQ
A
 cos  A  sin  A   xPQ 
A X
 A   A 
 YPQ   sin  A cos  A   y PQ  Two bodies A & B that translate
relative to one another along a
common axis.

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Section 4 – Dynamic Simulation

Prismatic Joint Constraint Equations Module 3 – Constraint Equations


Page 30

 The vector RS with components


yA
written with respect to the Y Body B
body fixed coordinate system of
S
Body B are Body A
R

 B ˆ B ˆ PQ  yA xA
RS  xRS i  y RS j Q B
xA
P
 The components of the vector A
RS with respect to the global
coordinate system are
X
 X RS
B
 cos  B  sin    xRS
BB

 B  B  B 
 RS  
Y sin  B
cos    y RS  Two bodies A & B that translate
relative to one another along a
common axis.

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Section 4 – Dynamic Simulation

Prismatic Joint Constraint Equations Module 3 – Constraint Equations


Page 31

 The third vector is directed


from point P to point R. yA
Y Body B
 Point P has the coordinates
R S
X  X
A A
 cos  A
 sin  A
  x A

Body A
   
p
 
P CG

  sin  cos  A   y 
A A A A
Y   Y
P CG p
PQ  yA xA
Q
xA B
 Point R has the coordinates
P
 X RB   X CG
B
 cos  B  sin  B   xRB  A
 B    B    
 YR   YCG   sin  cos  B   y RB 
B

 The vector has components


X
 X PR   X CG
B
 cos  B  sin  B   xRB 
    B    
 YPR   YCG   sin  cos  B   y RB 
B
Two bodies A & B that translate
 X CG
A
 cos  A  sin  A   xPA  relative to one another along a
 A   
 YCG   sin  cos  A   y PA 
A
common axis.

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Section 4 – Dynamic Simulation

Prismatic Joint Constraint Equations Module 3 – Constraint Equations


Page 32

 The vector perpendicular to yA


PQ has components Y Body B

 X PQ S
 
 cos   sin  A  0  1  xPQ 
A A
A R
 A    A  Body A
 YPQ    sin  cos  A  1 0   y PQ 
A

PQ  yA xA
Q
xA B
 The dot product of two vectors P
that are perpendicular to each A
other is zero.
   X PR  X
PQ  PR  X PQ
A
 X A
PQ   0 First Constraint Eq.
 PR 
Y
Two bodies A & B that translate
  X  B
PQ  PR  X PQ
A

A
X PQ   0
RS
B Second Constraint Eq. relative to one another along a
Y  RS common axis.

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Section 4 – Dynamic Simulation

Prismatic Joint Constraint Equations Module 3 – Constraint Equations


Page 33

 Substituting the vector components from the previous slides into


the first constraint equation yields
   X PR 
PQ  PR  X PQ
A
 X A
PQ  0
 PR 
Y

0  1 cos   sin    X CG


A T
 cos  B  sin  B   xRB   X CG  cos  A  sin  A   xPA 
T A B A
x A
y A
1 0   A   B 
 
B  B   A 
 A   A 
0
  sin  cos   YCG   sin  B cos    y R  YCG   sin  A cos    y P 
PQ PQ A

 Substituting the vector components from the previous slides into


the second constraint equation yields
   X RS
B

PQ  PR  X PQ
A
 X A
PQ  B 0
 YRS 
cos  B 
T
0  1 cos  A  sin  B   xRS
T
 sin  A  B
x A
y A
1 0     B   B 
0
  sin  cos  A   sin  B cos    y RS 
PQ PQ A

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Section 4 – Dynamic Simulation

Summary of Prismatic Constraint Equations Module 3 – Constraint Equations


Page 34

The two constraint equations for a planar prismatic joint are

1st Constraint Equation

  sin  A   xPA 
T
0  1 cos  A  X CG  cos   sin  B   xRB   X CG  cos  A
T
 sin  A  B B A

 B      0
A A
1 0    B  B   A   A   
A 
x y
  sin  cos  A  YCG   sin  cos    yR  YCG   sin  A cos    yP 
PQ PQ

A
 B

2nd Constraint Equation


cos  B 
T
0  1 cos  A  sin  B   xRS
T
 sin  A  B
x A
y A
1 0     B   B 
0
  sin  cos  A   sin  B cos    y RS 
PQ PQ A

The vector components at the beginning and end of each equation are based
on the body fixed coordinate systems and are constant. The only variables
are the generalized coordinates of Body A and B.

These equations are easily evaluated in a computer program.

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Section 4 – Dynamic Simulation

Prismatic Joint Module 3 – Constraint Equations


Page 35

 The prismatic joint formed by


the cylinder liner and the y y
piston lies along the global X- x x
axis. P Q R S
 Point P is chosen to lie at the
c.g. of the cylinder liner.
 Point Q is chosen to lie 1 mm Vector Vector
to the right on the x-axis. components components
of PQ of RS
 Point R is chosen to lie at the A
xPQ 1 B
xRS 1
c.g. of the piston. A
y PQ 0 B
y RS 0
Point Coordinates
 Point S is chosen to lie 1 mm to
xPA  0 xR  0
B

the right on the x-axis. y PA  0 y R  0


B

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Section 4 – Dynamic Simulation

Prismatic Joint Module 3 – Constraint Equations


Page 36

Substitution of the vector components and point coordinates into the


two prismatic joint equations yields

1st Constraint Equation


 X CG  sin  A  0
T
0  1 cos  A  cos  B  sin  B  0  X CG  cos  A
T
 sin  A  B A
1 0     B    
B    A 
 A   
0
1 0   sin  cos  A  YCG   sin  B cos   0 YCG   sin  A cos   0
A

which reduces to
 X CG 
T
0  1 cos  A   X CG
T
 sin  A  B A
1 0     B    A   0
  sin  cos  A  YCG  YCG 
A
1 0

2nd Constraint Equation

0  1 cos   sin   cos  B


A T
 sin  B  1
T A
1 0     B   
0
  sin  cos  A   sin  B cos   0
A
1 0

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Section 4 – Dynamic Simulation

Motion Constraint Module 3 – Constraint Equations


Page 37

 One motion constraint is required


to make the mechanism stable.
Motion Constraint
 The rotation of the crankshaft
(Body D) will be given an angular  D  314  t  0
speed of 3,000 rpm.
 A 3,000 rpm engine speed is
equal to 314 rad/sec.
 Although all fifteen generalized
coordinates are a function of
time, this is the only constraint
equation that explicitly contains
time as a variable.

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Section 4 – Dynamic Simulation

Summary of Constraint Equations Module 3 – Constraint Equations


Page 38

There are five planar bodies each having three DOF giving a total of fifteen
DOF. Fifteen unknowns requires fifteen equations.

Ground Constraint 1 Revolute Joint 1 Revolute Joint 3


1) X 156.8  0
A
7) X  41.3 cos   X  43 sin   0
C C D D 11) X cgD  X cgE  0
cg cg cg

2)Y  0 12)YcgD  YcgE  0


8)Y  41.3 sin   Y  43 cos   0
A C C D D
cg cg cg

3) cgA 0
Ground Constraint 2 Revolute Joint 2 Motion Constraint
4) X cgE  0 9) X cgB  28 cos  B  X cgC  102.6 sin  C  0 15) D  314  t  0
5)YcgE  0 10)YcgB  28 sin  B  YcgC  102.6 cos  C  0
6) cgE  0 Prismatic Joint
0  1 cos  A  sin    X CG
A T
  X CG 
T B A
13) 1 0    
A   B   A 
0
  sin  cos   YCG  YCG 
A
1 0

0  1 cos  A  sin   cos  B


A T
 sin  B  1
T

14) 1 0      B   
0
  sin  cos  A   sin  B cos   0
A
1 0

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Section 4 – Dynamic Simulation

Summary of Constraint Equations Module 3 – Constraint Equations


Page 39

 Only one of the constraint equations is time dependent


(Motion Constraint).
 Most of the constraint equations are non-linear.
 All of the constraints are algebraic equations and none are
differential equations.
 Geometric quantities (dimensions and distances) contained
in the constraint equations can be found from information in
a 3D CAD model.

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Section 4 – Dynamic Simulation

Module Summary Module 3 – Constraint Equations


Page 40

 The constraint equations for ground, revolute, and prismatic joints


have been developed for a planar mechanism.
 The constraint equation for a rotational motion constraint has been
developed for a planar mechanism.
 These equations were used to determine the fifteen equations
necessary for a piston-crank assembly taken from a Boxer engine
model.
 In some cases the constraint equations are very simple and in other
cases they are complex.
 Only the motion constraint is an explicit function of time.
 All of the constraint equations are algebraic.
 These equations will be applied in the next module: Module 4.

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