PART II. THEORY OF MACHINES

§ 20. _Parts of a Machine: Frame and Mechanism._--The parts of a

machine may be distinguished into two principal divisions,--the frame,

or fixed parts, and the _mechanism_, or moving parts. The frame is a

structure which supports the pieces of the mechanism, and to a certain

extent determines the nature of their motions.

The form and arrangement of the pieces of the frame depend upon the

arrangement and the motions of the mechanism; the dimensions of the

pieces of the frame required in order to give it stability and

strength are determined from the pressures applied to it by means of

the mechanism. It appears therefore that in general the mechanism is

to be designed first and the frame afterwards, and that the designing

of the frame is regulated by the principles of the stability of

structures and of the strength and stiffness of materials,--care being

taken to adapt the frame to the most severe load which can be thrown

upon it at any period of the action of the mechanism.

Each independent piece of the mechanism also is a structure, and its

dimensions are to be adapted, according to the principles of the

strength and stiffness of materials, to the most severe load to which

it can be subjected during the action of the machine.

§ 21. _Definition and Division of the Theory of Machines._--From what

has been said in the last section it appears that the department of

the art of designing machines which has reference to the stability of

the frame and to the stiffness and strength of the frame and mechanism

is a branch of the art of construction. It is therefore to be

separated from the _theory of machines_, properly speaking, which has

reference to the action of machines considered as moving. In the

action of a machine the following three things take place:--

_Firstly_, Some natural source of energy communicates motion and force

to a piece or pieces of the mechanism, called the _receiver of power_

or _prime mover_.

_Secondly_, The motion and force are transmitted from the prime mover

through the _train of mechanism_ to the _working piece_ or _pieces_,

and during that transmission the motion and force are modified in

amount and direction, so as to be rendered suitable for the purpose to

which they are to be applied.

_Thirdly_, The working piece or pieces by their motion, or by their

motion and force combined, produce some useful effect.

Such are the phenomena of the action of a machine, arranged in the

order of _causation_. But in studying or treating of the theory of

machines, the order of _simplicity_ is the best; and in this order the

first branch of the subject is the modification of motion and force by

the train of mechanism; the next is the effect or purpose of the

machine; and the last, or most complex, is the action of the prime

mover.

The modification of motion and the modification of force take place

together, and are connected by certain laws; but in the study of the

theory of machines, as well as in that of pure mechanics, much

advantage has been gained in point of clearness and simplicity by

first considering alone the principles of the modification of motion,

which are founded upon what is now known as Kinematics, and afterwards

considering the principles of the combined modification of motion and

force, which are founded both on geometry and on the laws of dynamics.

The separation of kinematics from dynamics is due mainly to G. Monge,

Ampère and R. Willis.

The theory of machines in the present article will be considered under

the following heads:--

I. PURE MECHANISM, or APPLIED KINEMATICS; being the theory of machines

considered simply as modifying motion.

II. APPLIED DYNAMICS; being the theory of machines considered as

modifying both motion and force.

CHAP. I. ON PURE MECHANISM

§ 22. _Division of the Subject._--Proceeding in the order of

simplicity, the subject of Pure Mechanism, or Applied Kinematics, may

be thus divided:--

_Division 1._--Motion of a point.

_Division 2._--Motion of the surface of a fluid.

_Division 3._--Motion of a rigid solid.

_Division 4._--Motions of a pair of connected pieces, or of an

"elementary combination" in mechanism.

_Division 5._--Motions of trains of pieces of mechanism.

_Division 6._--Motions of sets of more than two connected pieces, or of

"aggregate combinations."

A point is the boundary of a line, which is the boundary of a surface,

which is the boundary of a volume. Points, lines and surfaces have no

independent existence, and consequently those divisions of this

chapter which relate to their motions are only preliminary to the

subsequent divisions, which relate to the motions of bodies.

_Division 1. Motion of a Point._

§ 23. _Comparative Motion._--The comparative motion of two points is

the relation which exists between their motions, without having regard

to their absolute amounts. It consists of two elements,--the _velocity

ratio_, which is the ratio of any two magnitudes bearing to each other

the proportions of the respective velocities of the two points at a

given instant, and the _directional relation_, which is the relation

borne to each other by the respective directions of the motions of the

two points at the same given instant.

It is obvious that the motions of a pair of points may be varied in

any manner, whether by direct or by lateral deviation, and yet that

their _comparative motion_ may remain constant, in consequence of the

deviations taking place in the same proportions, in the same

directions and at the same instants for both points.

Robert Willis (1800-1875) has the merit of having been the first to

simplify considerably the theory of pure mechanism, by pointing out

that that branch of mechanics relates wholly to comparative motions.

The comparative motion of two points at a given instant is capable of

being completely expressed by one of Sir William Hamilton's

Quaternions,--the "tensor" expressing the velocity ratio, and the

"versor" the directional relation.

Graphical methods of analysis founded on this way of representing

velocity and acceleration were developed by R. H. Smith in a paper

communicated to the Royal Society of Edinburgh in 1885, and

illustrations of the method will be found below.

_Division 2. Motion of the Surface of a Fluid Mass._

§ 24. _General Principle._--A mass of fluid is used in mechanism to

transmit motion and force between two or more movable portions (called

_pistons_ or _plungers_) of the solid envelope or vessel in which the

fluid is contained; and, when such transmission is the sole action, or

the only appreciable action of the fluid mass, its volume is either

absolutely constant, by reason of its temperature and pressure being

maintained constant, or not sensibly varied.

Let a represent the area of the section of a piston made by a plane

perpendicular to its direction of motion, and v its velocity, which is

to be considered as positive when outward, and negative when inward.

Then the variation of the cubic contents of the vessel in a unit of

time by reason of the motion of one piston is va. The condition that

the volume of the fluid mass shall remain unchanged requires that

there shall be more than one piston, and that the velocities and areas

of the pistons shall be connected by the equation--

[Sigma]·va = 0. (1)

§ 25. _Comparative Motion of Two Pistons._--If there be but two

pistons, whose areas are a1 and a2, and their velocities v1 and v2,

their comparative motion is expressed by the equation--

v2/v1 = -a1/a2; (2)

that is to say, their velocities are opposite as to inwardness and

outwardness and inversely proportional to their areas.

§ 26. _Applications: Hydraulic Press: Pneumatic

Power-Transmitter._--In the hydraulic press the vessel consists of two

cylinders, viz. the pump-barrel and the press-barrel, each having its

piston, and of a passage connecting them having a valve opening

towards the press-barrel. The action of the enclosed water in

transmitting motion takes place during the inward stroke of the

pump-plunger, when the above-mentioned valve is open; and at that time

the press-plunger moves outwards with a velocity which is less than

the inward velocity of the pump-plunger, in the same ratio that the

area of the pump-plunger is less than the area of the press-plunger.

(See HYDRAULICS.)

In the pneumatic power-transmitter the motion of one piston is

transmitted to another at a distance by means of a mass of air

contained in two cylinders and an intervening tube. When the pressure

and temperature of the air can be maintained constant, this machine

fulfils equation (2), like the hydraulic press. The amount and effect

of the variations of pressure and temperature undergone by the air

depend on the principles of the mechanical action of heat, or

THERMODYNAMICS (q.v.), and are foreign to the subject of pure

mechanism.

_Division 3. Motion of a Rigid Solid._

§ 27. _Motions Classed._--In problems of mechanism, each solid piece

of the machine is supposed to be so stiff and strong as not to undergo

any sensible change of figure or dimensions by the forces applied to

it--a supposition which is realized in practice if the machine is

skilfully designed.

This being the case, the various possible motions of a rigid solid

body may all be classed under the following heads: (1) _Shifting or

Translation_; (2) _Turning or Rotation_; (3) _Motions compounded of

Shifting and Turning_.

The most common forms for the paths of the points of a piece of

mechanism, whose motion is simple shifting, are the straight line and

the circle.

Shifting in a straight line is regulated either by straight fixed

guides, in contact with which the moving piece slides, or by

combinations of link-work, called _parallel motions_, which will be

described in the sequel. Shifting in a straight line is usually

_reciprocating_; that is to say, the piece, after shifting through a

certain distance, returns to its original position by reversing its

motion.

Circular shifting is regulated by attaching two or more points of the

shifting piece to ends of equal and parallel rotating cranks, or by

combinations of wheel-work to be afterwards described. As an example

of circular shifting may be cited the motion of the coupling rod, by

which the parallel and equal cranks upon two or more axles of a

locomotive engine are connected and made to rotate simultaneously. The

coupling rod remains always parallel to itself, and all its points

describe equal and similar circles relatively to the frame of the

engine, and move in parallel directions with equal velocities at the

same instant.

§ 28. _Rotation about a Fixed Axis: Lever, Wheel and Axle._--The fixed

axis of a turning body is a line fixed relatively to the body and

relatively to the fixed space in which the body turns. In mechanism it

is usually the central line either of a rotating shaft or axle having

journals, gudgeons, or pivots turning in fixed bearings, or of a fixed

spindle or dead centre round which a rotating bush turns; but it may

sometimes be entirely beyond the limits of the turning body. For

example, if a sliding piece moves in circular fixed guides, that piece

rotates about an ideal fixed axis traversing the centre of those

guides.

Let the angular velocity of the rotation be denoted by [alpha] =

d[theta]/dt, then the linear velocity of any point A at the distance r

from the axis is [alpha]r; and the path of that point is a circle of

the radius r described about the axis.

This is the principle of the modification of motion by the lever,

which consists of a rigid body turning about a fixed axis called a

fulcrum, and having two points at the same or different distances from

that axis, and in the same or different directions, one of which

receives motion and the other transmits motion, modified in direction

and velocity according to the above law.

In the wheel and axle, motion is received and transmitted by two

cylindrical surfaces of different radii described about their common

fixed axis of turning, their velocity-ratio being that of their radii.

[Illustration: FIG. 90.]

§ 29. _Velocity Ratio of Components of Motion._--As the distance

between any two points in a rigid body is invariable, the projections

of their velocities upon the line joining them must be equal. Hence it

follows that, if A in fig. 90 be a point in a rigid body CD, rotating

round the fixed axis F, the component of the velocity of A in any

direction AP parallel to the plane of rotation is equal to the total

velocity of the point m, found by letting fall Fm perpendicular to AP;

that is to say, is equal to

[alpha]·Fm.

Hence also the ratio of the components of the velocities of two points

A and B in the directions AP and BW respectively, both in the plane of

rotation, is equal to the ratio of the perpendiculars Fm and Fn.

§ 30. _Instantaneous Axis of a Cylinder rolling on a Cylinder._--Let a

cylinder bbb, whose axis of figure is B and angular velocity [gamma],

roll on a fixed cylinder [alpha][alpha][alpha], whose axis of figure

is A, either outside (as in fig. 91), when the rolling will be towards

the same hand as the rotation, or inside (as in fig. 92), when the

rolling will be towards the opposite hand; and at a given instant let

T be the line of contact of the two cylindrical surfaces, which is at

their common intersection with the plane AB traversing the two axes of

figure.

The line T on the surface bbb has for the instant no velocity in a

direction perpendicular to AB; because for the instant it touches,

without sliding, the line T on the fixed surface aaa.

The line T on the surface bbb has also for the instant no velocity in

the plane AB; for it has just ceased to move towards the fixed surface

aaa, and is just about to begin to move away from that surface.

The line of contact T, therefore, on the surface of the cylinder bbb,

is _for the instant_ at rest, and is the "instantaneous axis" about

which the cylinder bbb turns, together with any body rigidly attached

to that cylinder.

[Illustration: FIG. 91.]

[Illustration: FIG. 92.]

To find, then, the direction and velocity at the given instant of any

point P, either in or rigidly attached to the rolling cylinder T, draw

the plane PT; the direction of motion of P will be perpendicular to

that plane, and towards the right or left hand according to the

direction of the rotation of bbb; and the velocity of P will be

v_P = [gamma]·PT, (3)

PT denoting the perpendicular distance of P from T. The path of P is a

curve of the kind called _epitrochoids_. If P is in the circumference

of bbb, that path becomes an _epicycloid_.

The velocity of any point in the axis of figure B is

v_B = [gamma]·TB; (4)

and the path of such a point is a circle described about A with the

radius AB, being for outside rolling the sum, and for inside rolling

the difference, of the radii of the cylinders.

Let [alpha] denote the angular velocity with which the _plane of axes_

AB rotates about the fixed axis A. Then it is evident that

v_B = [alpha]·AB, (5)

and consequently that

[alpha] = [gamma]·TB/AB. (6)

For internal rolling, as in fig. 92, AB is to be treated as negative,

which will give a negative value to [alpha], indicating that in this

case the rotation of AB round A is contrary to that of the cylinder

bbb.

The angular velocity of the rolling cylinder, _relatively to the plane

of axes_ AB, is obviously given by the equation--

[beta] = [gamma] - [alpha] \

>, (7)

whence [beta] = [gamma]·TA/AB /

care being taken to attend to the sign of [alpha], so that when that

is negative the arithmetical values of [gamma] and [alpha] are to be

added in order to give that of [beta].

The whole of the foregoing reasonings are applicable, not merely when

aaa and bbb are actual cylinders, but also when they are the

osculating cylinders of a pair of cylindroidal surfaces of varying

curvature, A and B being the axes of curvature of the parts of those

surfaces which are in contact for the instant under consideration.

[Illustration: FIG. 93.]

§ 31. _Instantaneous Axis of a Cone rolling on a Cone._--Let Oaa (fig.

93) be a fixed cone, OA its axis, Obb a cone rolling on it, OB the

axis of the rolling cone, OT the line of contact of the two cones at

the instant under consideration. By reasoning similar to that of § 30,

it appears that OT is the instantaneous axis of rotation of the

rolling cone.

Let [gamma] denote the total angular velocity of the rotation of the

cone B about the instantaneous axis, [beta] its angular velocity about

the axis OB _relatively_ to the plane AOB, and [alpha] the angular

velocity with which the plane AOB turns round the axis OA. It is

required to find the ratios of those angular velocities.

_Solution._--In OT take any point E, from which draw EC parallel to

OA, and ED parallel to OB, so as to construct the parallelogram OCED.

Then

OD : OC : OE :: [alpha] : [beta] : [gamma]. (8)

Or because of the proportionality of the sides of triangles to the

sines of the opposite angles,

sin TOB : sin TOA : sin AOB :: [alpha] : [beta] : [gamma], (8 A)

that is to say, the angular velocity about each axis is proportional

to the sine of the angle between the other two.

_Demonstration._--From C draw CF perpendicular to OA, and CG

perpendicular to OE

area ECO

Then CF = 2 × --------,

CE

area ECO

and CG = 2 × --------;

OE

:. CG : CF :: CE = OD : OE.

Let v_c denote the linear velocity of the point C. Then

v_c = [alpha] · CF = [gamma]·CG

:. [gamma] : [alpha] :: CF : CG :: OE : OD,

which is one part of the solution above stated. From E draw EH

perpendicular to OB, and EK to OA. Then it can be shown as before that

EK : EH :: OC : OD.

Let v_E be the linear velocity of the point E _fixed in the plane of

axes_ AOB. Then

v_K = [alpha] · EK.

Now, as the line of contact OT is for the instant at rest on the

rolling cone as well as on the fixed cone, the linear velocity of the

point E fixed to the plane AOB relatively to the rolling cone is the

same with its velocity relatively to the fixed cone. That is to say,

[beta]·EH = v_E = [alpha]·EK;

therefore

[alpha] : [beta] :: EH : EK :: OD : OC,

which is the remainder of the solution.

The path of a point P in or attached to the rolling cone is a

spherical epitrochoid traced on the surface of a sphere of the radius

OP. From P draw PQ perpendicular to the instantaneous axis. Then the

motion of P is perpendicular to the plane OPQ, and its velocity is

v_P = [gamma]·PQ. (9)

The whole of the foregoing reasonings are applicable, not merely when

A and B are actual regular cones, but also when they are the

osculating regular cones of a pair of irregular conical surfaces,

having a common apex at O.

§ 32. _Screw-like or Helical Motion._--Since any displacement in a

plane can be represented in general by a rotation, it follows that the

only combination of translation and rotation, in which a complex

movement which is not a mere rotation is produced, occurs when there

is a translation _perpendicular to the plane and parallel to the axis_

of rotation.

[Illustration: FIG. 94.]

Such a complex motion is called _screw-like_ or _helical_ motion; for

each point in the body describes a _helix_ or _screw_ round the axis

of rotation, fixed or instantaneous as the case may be. To cause a

body to move in this manner it is usually made of a helical or

screw-like figure, and moves in a guide of a corresponding figure.

Helical motion and screws adapted to it are said to be right- or

left-handed according to the appearance presented by the rotation to

an observer looking towards the direction of the translation. Thus the

screw G in fig. 94 is right-handed.

The translation of a body in helical motion is called its _advance_.

Let v_x denote the velocity of advance at a given instant, which of

course is common to all the particles of the body; [alpha] the angular

velocity of the rotation at the same instant; 2[pi] = 6.2832 nearly,

the circumference of a circle of the radius unity. Then

T = 2[pi]/[alpha] (10)

is the time of one turn at the rate [alpha]; and

p = v_x T = 2[pi]v_x/[alpha] (11)

is the _pitch_ or _advance per turn_--a length which expresses the

_comparative motion_ of the translation and the rotation.

The pitch of a screw is the distance, measured parallel to its axis,

between two successive turns of the same _thread_ or helical

projection.

Let r denote the perpendicular distance of a point in a body moving

helically from the axis. Then

v_r = [alpha]r (12)

is the component of the velocity of that point in a plane

perpendicular to the axis, and its total velocity is

v = [root](v_x² + v_r²). (13)

The ratio of the two components of that velocity is

v_x/v_r = p/2[pi]r = tan [theta]. (14)

where [theta] denotes the angle made by the helical path of the point

with a plane perpendicular to the axis.

_Division 4. Elementary Combinations in Mechanism_

§ 33. _Definitions._--An _elementary combination_ in mechanism

consists of two pieces whose kinds of motion are determined by their

connexion with the frame, and their comparative motion by their

connexion with each other--that connexion being effected either by

direct contact of the pieces, or by a connecting piece, which is not

connected with the frame, and whose motion depends entirely on the

motions of the pieces which it connects.

The piece whose motion is the cause is called the _driver_; the piece

whose motion is the effect, the _follower_.

The connexion of each of those two pieces with the frame is in general

such as to determine the path of every point in it. In the

investigation, therefore, of the comparative motion of the driver and

follower, in an elementary combination, it is unnecessary to consider

relations of angular direction, which are already fixed by the

connexion of each piece with the frame; so that the inquiry is

confined to the determination of the velocity ratio, and of the

directional relation, so far only as it expresses the connexion

between _forward_ and _backward_ movements of the driver and follower.

When a continuous motion of the driver produces a continuous motion of

the follower, forward or backward, and a reciprocating motion a motion

reciprocating at the same instant, the directional relation is said to

be _constant_. When a continuous motion produces a reciprocating

motion, or vice versa, or when a reciprocating motion produces a

motion not reciprocating at the same instant, the directional relation

is said to be _variable_.

The _line of action_ or _of connexion_ of the driver and follower is a

line traversing a pair of points in the driver and follower

respectively, which are so connected that the component of their

velocity relatively to each other, resolved along the line of

connexion, is null. There may be several or an indefinite number of

lines of connexion, or there may be but one; and a line of connexion

may connect either the same pair of points or a succession of

different pairs.

§ 34. _General Principle._--From the definition of a line of connexion

it follows that _the components of the velocities of a pair of

connected points along their line of connexion are equal_. And from

this, and from the property of a rigid body, already stated in § 29,

it follows, that _the components along a line of connexion of all the

points traversed by that line, whether in the driver or in the

follower, are equal_; and consequently, _that the velocities of any

pair of points traversed by a line of connexion are to each other

inversely as the cosines, or directly as the secants, of the angles

made by the paths of those points with the line of connexion_.

The general principle stated above in different forms serves to solve

every problem in which--the mode of connexion of a pair of pieces

being given--it is required to find their comparative motion at a

given instant, or vice versa.

[Illustration: FIG. 95.]

§ 35. _Application to a Pair of Shifting Pieces._--In fig. 95, let

P1P2 be the line of connexion of a pair of pieces, each of which has a

motion of translation or shifting. Through any point T in that line

draw TV1, TV2, respectively parallel to the simultaneous direction of

motion of the pieces; through any other point A in the line of

connexion draw a plane perpendicular to that line, cutting TV1, TV2 in

V1, V2; then, velocity of piece 1 : velocity of piece 2 :: TV1 : TV2.

Also TA represents the equal components of the velocities of the

pieces parallel to their line of connexion, and the line V1V2

represents their velocity relatively to each other.

§ 36. _Application to a Pair of Turning Pieces._--Let [alpha]1,

[alpha]2 be the angular velocities of a pair of turning pieces;

[theta]1, [theta]2 the angles which their line of connexion makes with

their respective planes of rotation; r1, r2 the common perpendiculars

let fall from the line of connexion upon the respective axes of

rotation of the pieces. Then the equal components, along the line of

connexion, of the velocities of the points where those perpendiculars

meet that line are--

[alpha]1r1 cos [theta]1 = [alpha]2r2 cos [theta]2;

consequently, the comparative motion of the pieces is given by the

equation

[alpha]2 r1 cos [theta]1

-------- = ---------------. (15)

[alpha]1 r2 cos [theta]2

§ 37. _Application to a Shifting Piece and a Turning Piece._--Let a

shifting piece be connected with a turning piece, and at a given

instant let [alpha]1 be the angular velocity of the turning piece, r1

the common perpendicular of its axis of rotation and the line of

connexion, [theta]1 the angle made by the line of connexion with the

plane of rotation, [theta]2 the angle made by the line of connexion

with the direction of motion of the shifting piece, v2 the linear

velocity of that piece. Then

[alpha]1r1 cos [theta]1 = v2 cos [theta]2; (16)

which equation expresses the comparative motion of the two pieces.

§ 38. _Classification of Elementary Combinations in Mechanism._--The

first systematic classification of elementary combinations in

mechanism was that founded by Monge, and fully developed by Lanz and

Bétancourt, which has been generally received, and has been adopted in

most treatises on applied mechanics. But that classification is

founded on the absolute instead of the comparative motions of the

pieces, and is, for that reason, defective, as Willis pointed out in

his admirable treatise _On the Principles of Mechanism_.

Willis's classification is founded, in the first place, on comparative

motion, as expressed by velocity ratio and directional relation, and

in the second place, on the mode of connexion of the driver and

follower. He divides the elementary combinations in mechanism into

three classes, of which the characters are as follows:--

Class A: Directional relation constant; velocity ratio constant.

Class B: Directional relation constant; velocity ratio varying.

Class C: Directional relation changing periodically; velocity ratio

constant or varying.

Each of those classes is subdivided by Willis into five divisions, of

which the characters are as follows:--

Division A: Connexion by rolling contact.

" B: " " sliding contact.

" C: " " wrapping connectors.

" D: " " link-work.

" E: " " reduplication.

In the Reuleaux system of analysis of mechanisms the principle of

comparative motion is generalized, and mechanisms apparently very

diverse in character are shown to be founded on the same sequence of

elementary combinations forming a kinematic chain. A short description

of this system is given in § 80, but in the present article the

principle of Willis's classification is followed mainly. The

arrangement is, however, modified by taking the _mode of connexion_ as

the basis of the primary classification, and by removing the subject

of connexion by reduplication to the section of aggregate

combinations. This modified arrangement is adopted as being better

suited than the original arrangement to the limits of an article in an

encyclopaedia; but it is not disputed that the original arrangement

may be the best for a separate treatise.

§ 39. _Rolling Contact: Smooth Wheels and Racks._--In order that two

pieces may move in rolling contact, it is necessary that each pair of

points in the two pieces which touch each other should at the instant

of contact be moving in the same direction with the same velocity. In

the case of two _shifting_ pieces this would involve equal and

parallel velocities for all the points of each piece, so that there

could be no rolling, and, in fact, the two pieces would move like one;

hence, in the case of rolling contact, either one or both of the

pieces must rotate.

The direction of motion of a point in a turning piece being

perpendicular to a plane passing through its axis, the condition that

each pair of points in contact with each other must move in the same

direction leads to the following consequences:--

I. That, when both pieces rotate, their axes, and all their points of

contact, lie in the same plane.

II. That, when one piece rotates, and the other shifts, the axis of

the rotating piece, and all the points of contact, lie in a plane

perpendicular to the direction of motion of the shifting piece.

The condition that the velocity of each pair of points of contact must

be equal leads to the following consequences:--

III. That the angular velocities of a pair of turning pieces in

rolling contact must be inversely as the perpendicular distances of

any pair of points of contact from the respective axes.

IV. That the linear velocity of a shifting piece in rolling contact

with a turning piece is equal to the product of the angular velocity

of the turning piece by the perpendicular distance from its axis to a

pair of points of contact.

The _line of contact_ is that line in which the points of contact are

all situated. Respecting this line, the above Principles III. and IV.

lead to the following conclusions:--

V. That for a pair of turning pieces with parallel axes, and for a

turning piece and a shifting piece, the line of contact is straight,

and parallel to the axes or axis; and hence that the rolling surfaces

are either plane or cylindrical (the term "cylindrical" including all

surfaces generated by the motion of a straight line parallel to

itself).

VI. That for a pair of turning pieces with intersecting axes the line

of contact is also straight, and traverses the point of intersection

of the axes; and hence that the rolling surfaces are conical, with a

common apex (the term "conical" including all surfaces generated by

the motion of a straight line which traverses a fixed point).

Turning pieces in rolling contact are called _smooth_ or _toothless

wheels_. Shifting pieces in rolling contact with turning pieces may be

called _smooth_ or _toothless racks_.

VII. In a pair of pieces in rolling contact every straight line

traversing the line of contact is a line of connexion.

§ 40. _Cylindrical Wheels and Smooth Racks._--In designing cylindrical

wheels and smooth racks, and determining their comparative motion, it

is sufficient to consider a section of the pair of pieces made by a

plane perpendicular to the axis or axes.

The points where axes intersect the plane of section are called

_centres_; the point where the line of contact intersects it, the

_point of contact_, or _pitch-point_; and the wheels are described as

_circular_, _elliptical_, &c., according to the forms of their

sections made by that plane.

When the point of contact of two wheels lies between their centres,

they are said to be in _outside gearing_; when beyond their centres,

in _inside gearing_, because the rolling surface of the larger wheel

must in this case be turned inward or towards its centre.

From Principle III. of § 39 it appears that the angular velocity-ratio

of a pair of wheels is the inverse ratio of the distances of the point

of contact from the centres respectively.

[Illustration: FIG. 96.]

For outside gearing that ratio is _negative_, because the wheels turn

contrary ways; for inside gearing it is _positive_, because they turn

the same way.

If the velocity ratio is to be constant, as in Willis's Class A, the

wheels must be circular; and this is the most common form for wheels.

If the velocity ratio is to be variable, as in Willis's Class B, the

figures of the wheels are a pair of _rolling curves_, subject to the

condition that the distance between their _poles_ (which are the

centres of rotation) shall be constant.

The following is the geometrical relation which must exist between

such a pair of curves:--

Let C1, C2 (fig. 96) be the poles of a pair of rolling curves; T1, T2

any pair of points of contact; U1, U2 any other pair of points of

contact. Then, for every possible pair of points of contact, the two

following equations must be simultaneously fulfilled:--

Sum of radii, C1U1 + C2U2 = C1T1 + C2T2 = constant;

arc, T2U2 = T1U1. (17)

A condition equivalent to the above, and necessarily connected with

it, is, that at each pair of points of contact the inclinations of the

curves to their radii-vectores shall be equal and contrary; or,

denoting by r1, r2 the radii-vectores at any given pair of points of

contact, and s the length of the equal arcs measured from a certain

fixed pair of points of contact--

dr2/ds = -dr1/ds; (18)

which is the differential equation of a pair of rolling curves whose

poles are at a constant distance apart.

For full details as to rolling curves, see Willis's work, already

mentioned, and Clerk Maxwell's paper on Rolling Curves, _Trans. Roy.

Soc. Edin._, 1849.

A rack, to work with a circular wheel, must be straight. To work with

a wheel of any other figure, its section must be a rolling curve,

subject to the condition that the perpendicular distance from the pole

or centre of the wheel to a straight line parallel to the direction of

the motion of the rack shall be constant. Let r1 be the radius-vector

of a point of contact on the wheel, x2 the ordinate from the straight

line before mentioned to the corresponding point of contact on the

rack. Then

dx2/ds = -dr1/ds (19)

is the differential equation of the pair of rolling curves.

To illustrate this subject, it may be mentioned that an ellipse

rotating about one focus rolls completely round in outside gearing

with an equal and similar ellipse also rotating about one focus, the

distance between the axes of rotation being equal to the major axis of

the ellipses, and the velocity ratio varying from (1 +

eccentricity)/(1 - eccentricity) to (1 - eccentricity)/(1 +

eccentricity); an hyperbola rotating about its further focus rolls in

inside gearing, through a limited arc, with an equal and similar

hyperbola rotating about its nearer focus, the distance between the

axes of rotation being equal to the axis of the hyperbolas, and the

velocity ratio varying between (eccentricity + 1)/(eccentricity - 1)

and unity; and a parabola rotating about its focus rolls with an equal

and similar parabola, shifting parallel to its directrix.

[Illustration: FIG. 97.]

§ 41. _Conical or Bevel and Disk Wheels._--From Principles III. and

VI. of § 39 it appears that the angular velocities of a pair of wheels

whose axes meet in a point are to each other inversely as the sines of

the angles which the axes of the wheels make with the line of contact.

Hence we have the following construction (figs. 97 and 98).--Let O be

the apex or point of intersection of the two axes OC1, OC2. The

angular velocity ratio being given, it is required to find the line of

contact. On OC1, OC2 take lengths OA1, OA2, respectively proportional

to the angular velocities of the pieces on whose axes they are taken.

Complete the parallelogram OA1EA2; the diagonal OET will be the line

of contact required.

When the velocity ratio is variable, the line of contact will shift

its position in the plane C1OC2, and the wheels will be cones, with

eccentric or irregular bases. In every case which occurs in practice,

however, the velocity ratio is constant; the line of contact is

constant in position, and the rolling surfaces of the wheels are

regular circular cones (when they are called _bevel wheels_); or one

of a pair of wheels may have a flat disk for its rolling surface, as

W2 in fig. 98, in which case it is a _disk wheel_. The rolling

surfaces of actual wheels consist of frusta or zones of the complete

cones or disks, as shown by W1, W2 in figs. 97 and 98.

[Illustration: FIG. 98.]

§ 42. _Sliding Contact (lateral): Skew-Bevel Wheels._--An hyperboloid

of revolution is a surface resembling a sheaf or a dice box, generated

by the rotation of a straight line round an axis from which it is at a

constant distance, and to which it is inclined at a constant angle. If

two such hyperboloids E, F, equal or unequal, be placed in the closest

possible contact, as in fig. 99, they will touch each other along one

of the generating straight lines of each, which will form their line

of contact, and will be inclined to the axes AG, BH in opposite

directions. The axes will not be parallel, nor will they intersect

each other.

[Illustration: FIG. 99.]

The motion of two such hyperboloids, turning in contact with each

other, has hitherto been classed amongst cases of rolling contact; but

that classification is not strictly correct, for, although the

component velocities of a pair of points of contact in a direction at

right angles to the line of contact are equal, still, as the axes are

parallel neither to each other nor to the line of contact, the

velocities of a pair of points of contact have components along the

line of contact which are unequal, and their difference constitutes a

_lateral sliding_.

The directions and positions of the axes being given, and the required

angular velocity ratio, the following construction serves to determine

the line of contact, by whose rotation round the two axes respectively

the hyperboloids are generated:--

[Illustration: FIG. 100.]

In fig. 100, let B1C1, B2C2 be the two axes; B1B2 their common

perpendicular. Through any point O in this common perpendicular draw

OA1 parallel to B1C1 and OA2 parallel to B2C2; make those lines

proportional to the angular velocities about the axes to which they

are respectively parallel; complete the parallelogram OA1EA2, and draw

the diagonal OE; divide B1B2 in D into two parts, _inversely_

proportional to the angular velocities about the axes which they

respectively adjoin; through D parallel to OE draw DT. This will be

the line of contact.

A pair of thin frusta of a pair of hyperboloids are used in practice

to communicate motion between a pair of axes neither parallel nor

intersecting, and are called _skew-bevel wheels_.

In skew-bevel wheels the properties of a line of connexion are not

possessed by every line traversing the line of contact, but only by

every line traversing the line of contact at right angles.

If the velocity ratio to be communicated were variable, the point D

would alter its position, and the line DT its direction, at different

periods of the motion, and the wheels would be hyperboloids of an

eccentric or irregular cross-section; but forms of this kind are not

used in practice.

§ 43. _Sliding Contact (circular): Grooved Wheels._--As the adhesion

or friction between a pair of smooth wheels is seldom sufficient to

prevent their slipping on each other, contrivances are used to

increase their mutual hold. One of those consists in forming the rim

of each wheel into a series of alternate ridges and grooves parallel

to the plane of rotation; it is applicable to cylindrical and bevel

wheels, but not to skew-bevel wheels. The comparative motion of a pair

of wheels so ridged and grooved is the same as that of a pair of

smooth wheels in rolling contact, whose cylindrical or conical

surfaces lie midway between the tops of the ridges and bottoms of the

grooves, and those ideal smooth surfaces are called the _pitch

surfaces_ of the wheels.

The relative motion of the faces of contact of the ridges and grooves

is a _rotatory sliding_ or _grinding_ motion, about the line of

contact of the pitch-surfaces as an instantaneous axis.

Grooved wheels have hitherto been but little used.

§ 44. _Sliding Contact (direct): Teeth of Wheels, their Number and

Pitch._--The ordinary method of connecting a pair of wheels, or a

wheel and a rack, and the only method which ensures the exact

maintenance of a given numerical velocity ratio, is by means of a

series of alternate ridges and hollows parallel or nearly parallel to

the successive lines of contact of the ideal smooth wheels whose

velocity ratio would be the same with that of the toothed wheels. The

ridges are called _teeth_; the hollows, _spaces_. The teeth of the

driver push those of the follower before them, and in so doing

sliding takes place between them in a direction across their lines of

contact.

The _pitch-surfaces_ of a pair of toothed wheels are the ideal smooth

surfaces which would have the same comparative motion by rolling

contact that the actual wheels have by the sliding contact of their

teeth. The _pitch-circles_ of a pair of circular toothed wheels are

sections of their pitch-surfaces, made for _spur-wheels_ (that is, for

wheels whose axes are parallel) by a plane at right angles to the

axes, and for bevel wheels by a sphere described about the common

apex. For a pair of skew-bevel wheels the pitch-circles are a pair of

contiguous rectangular sections of the pitch-surfaces. The

_pitch-point_ is the point of contact of the pitch-circles.

The pitch-surface of a wheel lies intermediate between the points of

the teeth and the bottoms of the hollows between them. That part of

the acting surface of a tooth which projects beyond the pitch-surface

is called the _face_; that part which lies within the pitch-surface,

the _flank_.

Teeth, when not otherwise specified, are understood to be made in one

piece with the wheel, the material being generally cast-iron, brass or

bronze. Separate teeth, fixed into mortises in the rim of the wheel,

are called _cogs_. A _pinion_ is a small toothed wheel; a _trundle_ is

a pinion with cylindrical _staves_ for teeth.

The radius of the pitch-circle of a wheel is called the _geometrical

radius_; a circle touching the ends of the teeth is called the

_addendum circle_, and its radius the _real radius_; the difference

between these radii, being the projection of the teeth beyond the

pitch-surface, is called the _addendum_.

The distance, measured along the pitch-circle, from the face of one

tooth to the face of the next, is called the _pitch_. The pitch and

the number of teeth in wheels are regulated by the following

principles:--

I. In wheels which rotate continuously for one revolution or more, it

is obviously necessary _that the pitch should be an aliquot part of

the circumference_.

In wheels which reciprocate without performing a complete revolution

this condition is not necessary. Such wheels are called _sectors_.

II. In order that a pair of wheels, or a wheel and a rack, may work

correctly together, it is in all cases essential _that the pitch

should be the same in each_.

III. Hence, in any pair of circular wheels which work together, the

numbers of teeth in a complete circumference are directly as the radii

and inversely as the angular velocities.

IV. Hence also, in any pair of circular wheels which rotate

continuously for one revolution or more, the ratio of the numbers of

teeth and its reciprocal the angular velocity ratio must be

expressible in whole numbers.

From this principle arise problems of a kind which will be referred to

in treating of _Trains of Mechanism_.

V. Let n, N be the respective numbers of teeth in a pair of wheels, N

being the greater. Let t, T be a pair of teeth in the smaller and

larger wheel respectively, which at a particular instant work

together. It is required to find, first, how many pairs of teeth must

pass the line of contact of the pitch-surfaces before t and T work

together again (let this number be called a); and, secondly, with how

many different teeth of the larger wheel the tooth t will work at

different times (let this number be called b); thirdly, with how many

different teeth of the smaller wheel the tooth T will work at

different times (let this be called c).

CASE 1. If n is a divisor of N,

a = N; b = N/n; c = 1. (20)

CASE 2. If the greatest common divisor of N and n be d, a number less

than n, so that n = md, N = Md; then

a = mN = Mn = Mmd; b = M; c = m. (21)

CASE 3. If N and n be prime to each other,

a = nN; b = N; c = n. (22)

It is considered desirable by millwrights, with a view to the

preservation of the uniformity of shape of the teeth of a pair of

wheels, that each given tooth in one wheel should work with as many

different teeth in the other wheel as possible. They therefore study

that the numbers of teeth in each pair of wheels which work together

shall either be prime to each other, or shall have their greatest

common divisor as small as is consistent with a velocity ratio suited

for the purposes of the machine.

§ 45. _Sliding Contact: Forms of the Teeth of Spur-wheels and

Racks._--A line of connexion of two pieces in sliding contact is a

line perpendicular to their surfaces at a point where they touch.

Bearing this in mind, the principle of the comparative motion of a

pair of teeth belonging to a pair of spur-wheels, or to a spur-wheel

and a rack, is found by applying the principles stated generally in §§

36 and 37 to the case of parallel axes for a pair of spur-wheels, and

to the case of an axis perpendicular to the direction of shifting for

a wheel and a rack.

In fig. 101, let C1, C2 be the centres of a pair of spur-wheels;

B1IB1´, B2IB2´ portions of their pitch-circles, touching at I, the

pitch-point. Let the wheel 1 be the driver, and the wheel 2 the

follower.

[Illustration: FIG. 101.]

Let D1TB1A1, D2TB2A2 be the positions, at a given instant, of the

acting surfaces of a pair of teeth in the driver and follower

respectively, touching each other at T; the line of connexion of those

teeth is P1P2, perpendicular to their surfaces at T. Let C1P1, C2P2 be

perpendiculars let fall from the centres of the wheels on the line of

contact. Then, by § 36, the angular velocity-ratio is

[alpha]2/[alpha]1 = C1P1/C2P2. (23)

The following principles regulate the forms of the teeth and their

relative motions:--

I. The angular velocity ratio due to the sliding contact of the teeth

will be the same with that due to the rolling contact of the

pitch-circles, if the line of connexion of the teeth cuts the line of

centres at the pitch-point.

For, let P1P2 cut the line of centres at I; then, by similar

triangles,

[alpha]1 : [alpha]2 :: C2P2 : C1P1 :: IC2 :: IC1; (24)

which is also the angular velocity ratio due to the rolling contact of

the circles B1IB1´, B2IB2´.

This principle determines the _forms_ of all teeth of spur-wheels. It

also determines the forms of the teeth of straight racks, if one of

the centres be removed, and a straight line EIE´, parallel to the

direction of motion of the rack, and perpendicular to C1IC2, be

substituted for a pitch-circle.

II. The component of the velocity of the point of contact of the teeth

T along the line of connexion is

[alpha]1·C1P1 = [alpha]2·C2P2. (25)

III. The relative velocity perpendicular to P1P2 of the teeth at their

point of contact--that is, their _velocity of sliding_ on each

other--is found by supposing one of the wheels, such as 1, to be

fixed, the line of centres C1C2 to rotate backwards round C1 with the

angular velocity [alpha]1, and the wheel 2 to rotate round C2 as

before, with the angular velocity [alpha]2 relatively to the line of

centres C1C2, so as to have the same motion as if its pitch-circle

_rolled_ on the pitch-circle of the first wheel. Thus the _relative_

motion of the wheels is unchanged; but 1 is considered as fixed, and 2

has the total motion, that is, a rotation about the instantaneous axis

I, with the angular velocity [alpha]1 + [alpha]2. Hence the _velocity

of sliding_ is that due to this rotation about I, with the radius IT;

that is to say, its value is

([alpha]1 + [alpha]2)·IT; (26)

so that it is greater the farther the point of contact is from the

line of centres; and at the instant when that point passes the line of

centres, and coincides with the _pitch-point_, the velocity of sliding

is null, and the action of the teeth is, for the instant, that of

rolling contact.

IV. The _path of contact_ is the line traversing the various positions

of the point T. If the line of connexion preserves always the same

position, the path of contact coincides with it, and is straight; in

other cases the path of contact is curved.

It is divided by the pitch-point I into two parts--the _arc_ or _line

of approach_ described by T in approaching the line of centres, and

the _arc_ or _line of recess_ described by T after having passed the

line of centres.

During the _approach_, the _flank_ D1B1 of the driving tooth drives

the face D2B2 of the following tooth, and the teeth are sliding

_towards_ each other. During the _recess_ (in which the position of

the teeth is exemplified in the figure by curves marked with accented

letters), the _face_ B1´A1´ of the driving tooth drives the _flank_

B2´A2´ of the following tooth, and the teeth are sliding _from_ each

other.

The path of contact is bounded where the approach commences by the

addendum-circle of the follower, and where the recess terminates by

the addendum-circle of the driver. The length of the path of contact

should be such that there shall always be at least one pair of teeth

in contact; and it is better still to make it so long that there shall

always be at least two pairs of teeth in contact.

V. The _obliquity_ of the action of the teeth is the angle EIT = IC1,

P1 = IC2P2.

In practice it is found desirable that the mean value of the obliquity

of action during the contact of teeth should not exceed 15°, nor the

maximum value 30°.

It is unnecessary to give separate figures and demonstrations for

inside gearing. The only modification required in the formulae is,

that in equation (26) the _difference_ of the angular velocities

should be substituted for their sum.

§ 46. _Involute Teeth._--The simplest form of tooth which fulfils the

conditions of § 45 is obtained in the following manner (see fig. 102).

Let C1, C2 be the centres of two wheels, B1IB1´, B2IB2´ their

pitch-circles, I the pitch-point; let the obliquity of action of the

teeth be constant, so that the same straight line P1IP2 shall

represent at once the constant line of connexion of teeth and the path

of contact. Draw C1P1, C2P2 perpendicular to P1IP2, and with those

lines as radii describe about the centres of the wheels the circles

D1D1´, D2D2´, called _base-circles_. It is evident that the radii of

the base-circles bear to each other the same proportions as the radii

of the pitch-circles, and also that

C1P1 = IC1 · cos obliquity \ (27)

C2P2 = IC2 · cos obliquity /

(The obliquity which is found to answer best in practice is about

14½°; its cosine is about 31/22, and its sine about ¼. These values

though not absolutely exact, are near enough to the truth for

practical purposes.)

[Illustration: FIG. 102.]

Suppose the base-circles to be a pair of circular pulleys connected by

means of a cord whose course from pulley to pulley is P1IP2. As the

line of connexion of those pulleys is the same as that of the proposed

teeth, they will rotate with the required velocity ratio. Now, suppose

a tracing point T to be fixed to the cord, so as to be carried along

the path of contact P1IP2, that point will trace on a plane rotating

along with the wheel 1 part of the involute of the base-circle D1D1´,

and on a plane rotating along with the wheel 2 part of the involute of

the base-circle D2D2´; and the two curves so traced will always touch

each other in the required point of contact T, and will therefore

fulfil the condition required by Principle I. of § 45.

Consequently, one of the forms suitable for the teeth of wheels is the

involute of a circle; and the obliquity of the action of such teeth is

the angle whose cosine is the ratio of the radius of their base-circle

to that of the pitch-circle of the wheel.

All involute teeth of the same pitch work smoothly together.

To find the length of the path of contact on either side of the

pitch-point I, it is to be observed that the distance between the

fronts of two successive teeth, as measured along P1IP2, is less than

the pitch in the ratio of cos obliquity : I; and consequently that, if

distances equal to the pitch be marked off either way from I towards

P1 and P2 respectively, as the extremities of the path of contact, and

if, according to Principle IV. of § 45, the addendum-circles be

described through the points so found, there will always be at least

two pairs of teeth in action at once. In practice it is usual to make

the path of contact somewhat longer, viz. about 2.4 times the pitch;

and with this length of path, and the obliquity already mentioned of

14½°, the addendum is about 3.1 of the pitch.

The teeth of a _rack_, to work correctly with wheels having involute

teeth, should have plane surfaces perpendicular to the line of

connexion, and consequently making with the direction of motion of the

rack angles equal to the complement of the obliquity of action.

§ 47. _Teeth for a given Path of Contact: Sang's Method._--In the

preceding section the form of the teeth is found by assuming a figure

for the path of contact, viz. the straight line. Any other convenient

figure may be assumed for the path of contact, and the corresponding

forms of the teeth found by determining what curves a point T, moving

along the assumed path of contact, will trace on two disks rotating

round the centres of the wheels with angular velocities bearing that

relation to the component velocity of T along TI, which is given by

Principle II. of § 45, and by equation (25). This method of finding

the forms of the teeth of wheels forms the subject of an elaborate and

most interesting treatise by Edward Sang.

All wheels having teeth of the same pitch, traced from the same path

of contact, work correctly together, and are said to belong to the

same set.

[Illustration: FIG. 103.]

§ 48. _Teeth traced by Rolling Curves._--If any curve R (fig. 103) be

rolled on the inside of the pitch-circle BB of a wheel, it appears,

from § 30, that the instantaneous axis of the rolling curve at any

instant will be at the point I, where it touches the pitch-circle for

the moment, and that consequently the line AT, traced by a

tracing-point T, fixed to the rolling curve upon the plane of the

wheel, will be everywhere perpendicular to the straight line TI; so

that the traced curve AT will be suitable for the flank of a tooth, in

which T is the point of contact corresponding to the position I of the

pitch-point. If the same rolling curve R, with the same tracing-point

T, be rolled on the _outside_ of any other pitch-circle, it will have

the _face_ of a tooth suitable to work with the _flank_ AT.

In like manner, if either the same or any other rolling curve R´ be

rolled the opposite way, on the _outside_ of the pitch-circle BB, so

that the tracing point T´ shall start from A, it will trace the face

AT´ of a tooth suitable to work with a _flank_ traced by rolling the

same curve R´ with the same tracing-point T´ _inside_ any other

pitch-circle.

The figure of the _path of contact_ is that traced on a fixed plane by

the tracing-point, when the rolling curve is rotated in such a manner

as always to touch a fixed straight line EIE (or E´I´E´, as the case

may be) at a fixed point I (or I´).

If the same rolling curve and tracing-point be used to trace both the

faces and the flanks of the teeth of a number of wheels of different

sizes but of the same pitch, all those wheels will work correctly

together, and will form a _set_. The teeth of a _rack_, of the same

set, are traced by rolling the rolling curve on both sides of a

straight line.

The teeth of wheels of any figure, as well as of circular wheels, may

be traced by rolling curves on their pitch-surfaces; and all teeth of

the same pitch, traced by the same rolling curve with the same

tracing-point, will work together correctly if their pitch-surfaces

are in rolling contact.

[Illustration: FIG. 104.]

§ 49. _Epicycloidal Teeth._--The most convenient rolling curve is the

circle. The path of contact which it traces is identical with itself;

and the flanks of the teeth are internal and their faces external

epicycloids for wheels, and both flanks and faces are cycloids for a

rack.

For a pitch-circle of twice the radius of the rolling or _describing_

circle (as it is called) the internal epicycloid is a straight line,

being, in fact, a diameter of the pitch-circle, so that the flanks of

the teeth for such a pitch-circle are planes radiating from the axis.

For a smaller pitch-circle the flanks would be convex and _in-curved_

or _under-cut_, which would be inconvenient; therefore the smallest

wheel of a set should have its pitch-circle of twice the radius of the

describing circle, so that the flanks may be either straight or

concave.

In fig. 104 let BB´ be part of the pitch-circle of a wheel with

epicycloidal teeth; CIC´ the line of centres; I the pitch-point; EIE´

a straight tangent to the pitch-circle at that point; R the internal

and R´ the equal external describing circles, so placed as to touch

the pitch-circle and each other at I. Let DID´ be the path of contact,

consisting of the arc of approach DI and the arc of recess ID´. In

order that there may always be at least two pairs of teeth in action,

each of those arcs should be equal to the pitch.

The obliquity of the action in passing the line of centres is nothing;

the maximum obliquity is the angle EID = E´ID; and the mean obliquity

is one-half of that angle.

It appears from experience that the mean obliquity should not exceed

15°; therefore the maximum obliquity should be about 30°; therefore

the equal arcs DI and ID´ should each be one-sixth of a circumference;

therefore the circumference of the describing circle should be _six

times the pitch_.

It follows that the smallest pinion of a set in which pinion the

flanks are straight should have twelve teeth.

§ 50. _Nearly Epicycloidal Teeth: Willis's Method._--To facilitate the

drawing of epicycloidal teeth in practice, Willis showed how to

approximate to their figure by means of two circular arcs--one

concave, for the flank, and the other convex, for the face--and each

having for its radius the _mean_ radius of curvature of the

epicycloidal arc. Willis's formulae are founded on the following

properties of epicycloids:--

Let R be the radius of the pitch-circle; r that of the describing

circle; [theta] the angle made by the normal TI to the epicycloid at a

given point T, with a tangent to the circle at I--that is, the

obliquity of the action at T.

Then the radius of curvature of the epicycloid at T is--

R - r \

For an internal epicycloid, [rho] = 4r sin [theta]------ |

R - 2r |

> (28)

R + r |

For an external epicycloid, [rho]´ = 4r sin [theta]------ |

R + 2r /

Also, to find the position of the centres of curvature relatively to

the pitch-circle, we have, denoting the chord of the describing circle

TI by c, c = 2r sin [theta]; and therefore

R \

For the flank, [rho] - c = 2r sin [theta]------ |

R - 2r |

> (29)

R |

For the face, [rho]´ - c = 2r sin [theta]------ |

R + 2r /

For the proportions approved of by Willis, sin [theta] = ¼ nearly; r =

p (the pitch) nearly; c = ½p nearly; and, if N be the number of teeth

in the wheel, r/R = 6/N nearly; therefore, approximately,

[rho] - c = p/2 · N/N - 12 \ (30)

[rho]´ - c = p/2 · N/N + 12 /

[Illustration: FIG. 105.]

Hence the following construction (fig. 105). Let BB be part of the

pitch-circle, and a the point where a tooth is to cross it. Set off ab

= ac - ½p. Draw radii bd, ce; draw fb, cg, making angles of 75½° with

those radii. Make bf = p´ - c, cg = p - c. From f, with the radius fa,

draw the circular arc ah; from g, with the radius ga, draw the

circular arc ak. Then ah is the face and ak the flank of the tooth

required.

To facilitate the application of this rule, Willis published tables of

[rho] - c and [rho]´ - c, and invented an instrument called the

"odontograph."

§ 51. _Trundles and Pin-Wheels._--If a wheel or trundle have

cylindrical pins or staves for teeth, the faces of the teeth of a

wheel suitable for driving it are described by first tracing external

epicycloids, by rolling the pitch-circle of the pin-wheel or trundle

on the pitch-circle of the driving-wheel, with the centre of a stave

for a tracing-point, and then drawing curves parallel to, and within

the epicycloids, at a distance from them equal to the radius of a

stave. Trundles having only six staves will work with large wheels.

§ 52. _Backs of Teeth and Spaces._--Toothed wheels being in general

intended to rotate either way, the _backs_ of the teeth are made

similar to the fronts. The _space_ between two teeth, measured on the

pitch-circle, is made about (1/6)th part wider than the thickness of

the tooth on the pitch-circle--that is to say,

Thickness of tooth = 5/11 pitch;

Width of space = 6/11 pitch.

The difference of 1/11 of the pitch is called the _back-lash_. The

clearance allowed between the points of teeth and the bottoms of the

spaces between the teeth of the other wheel is about one-tenth of the

pitch.

§ 53. _Stepped and Helical Teeth._--R. J. Hooke invented the making of

the fronts of teeth in a series of steps with a view to increase the

smoothness of action. A wheel thus formed resembles in shape a series

of equal and similar toothed disks placed side by side, with the teeth

of each a little behind those of the preceding disk. He also invented,

with the same object, teeth whose fronts, instead of being parallel to

the line of contact of the pitch-circles, cross it obliquely, so as to

be of a screw-like or helical form. In wheel-work of this kind the

contact of each pair of teeth commences at the foremost end of the

helical front, and terminates at the aftermost end; and the helix is

of such a pitch that the contact of one pair of teeth shall not

terminate until that of the next pair has commenced.

Stepped and helical teeth have the desired effect of increasing the

smoothness of motion, but they require more difficult and expensive

workmanship than common teeth; and helical teeth are, besides, open to

the objection that they exert a laterally oblique pressure, which

tends to increase resistance, and unduly strain the machinery.

§ 54. _Teeth of Bevel-Wheels._--The acting surfaces of the teeth of

bevel-wheels are of the conical kind, generated by the motion of a

line passing through the common apex of the pitch-cones, while its

extremity is carried round the outlines of the cross section of the

teeth made by a sphere described about that apex.

[Illustration: FIG. 106.]

The operations of describing the exact figures of the teeth of

bevel-wheels, whether by involutes or by rolling curves, are in every

respect analogous to those for describing the figures of the teeth of

spur-wheels, except that in the case of bevel-wheels all those

operations are to be performed on the surface of a sphere described

about the apex instead of on a plane, substituting _poles_ for

_centres_, and _great circles_ for _straight lines_.

In consideration of the practical difficulty, especially in the case

of large wheels, of obtaining an accurate spherical surface, and of

drawing upon it when obtained, the following approximate method,

proposed originally by Tredgold, is generally used:--

Let O (fig. 106) be the common apex of a pair of bevel-wheels; OB1I,

OB2I their pitch cones; OC1, OC2 their axes; OI their line of contact.

Perpendicular to OI draw A1IA2, cutting the axes in A1, A2; make the

outer rims of the patterns and of the wheels portions of the cones

A1B1I, A2B2I, of which the narrow zones occupied by the teeth will be

sufficiently near to a spherical surface described about O for

practical purposes. To find the figures of the teeth, draw on a flat

surface circular arcs ID1, ID2, with the radii A1I, A2I; those arcs

will be the _developments_ of arcs of the pitch-circles B1I, B2I, when

the conical surfaces A1B1I, A2B2I are spread out flat. Describe the

figures of teeth for the developed arcs as for a pair of spur-wheels;

then wrap the developed arcs on the cones, so as to make them coincide

with the pitch-circles, and trace the teeth on the conical surfaces.

§ 55. _Teeth of Skew-Bevel Wheels._--The crests of the teeth of a

skew-bevel wheel are parallel to the generating straight line of the

hyperboloidal pitch-surface; and the transverse sections of the teeth

at a given pitch-circle are similar to those of the teeth of a

bevel-wheel whose pitch surface is a cone touching the hyperboloidal

surface at the given circle.

§ 56. _Cams._--A _cam_ is a single tooth, either rotating continuously

or oscillating, and driving a sliding or turning piece either

constantly or at intervals. All the principles which have been stated

in § 45 as being applicable to teeth are applicable to cams; but in

designing cams it is not usual to determine or take into consideration

the form of the ideal pitch-surface, which would give the same

comparative motion by rolling contact that the cam gives by sliding

contact.

§ 57. _Screws._--The figure of a screw is that of a convex or concave

cylinder, with one or more helical projections, called _threads_,

winding round it. Convex and concave screws are distinguished

technically by the respective names of _male_ and _female_; a short

concave screw is called a _nut_; and when a _screw_ is spoken of

without qualification a _convex_ screw is usually understood.

The relation between the _advance_ and the _rotation_, which compose

the motion of a screw working in contact with a fixed screw or helical

guide, has already been demonstrated in § 32; and the same relation

exists between the magnitudes of the rotation of a screw about a fixed

axis and the advance of a shifting nut in which it rotates. The

advance of the nut takes place in the opposite direction to that of

the advance of the screw in the case in which the nut is fixed. The

_pitch_ or _axial pitch_ of a screw has the meaning assigned to it in

that section, viz. the distance, measured parallel to the axis,

between the corresponding points in two successive turns of the _same

thread_. If, therefore, the screw has several equidistant threads, the

true pitch is equal to the _divided axial pitch_, as measured between

two adjacent threads, multiplied by the number of threads.

If a helix be described round the screw, crossing each turn of the

thread at right angles, the distance between two corresponding points

on two successive turns of the same thread, measured along this

_normal helix_, may be called the _normal pitch_; and when the screw

has more than one thread the normal pitch from thread to thread may be

called the _normal divided pitch_.

The distance from thread to thread, measured on a circle described

about the axis of the screw, called the pitch-circle, may be called

the _circumferential pitch_; for a screw of one thread it is one

circumference; for a screw of n threads, (one circumference)/n.

Let r denote the radius of the pitch circle;

n the number of threads;

[theta] the obliquity of the threads to the pitch circle, and of the

normal helix to the axis;

P_a \ / pitch

P_a > the axial <

--- = p_a | |

n / \ divided pitch;

P_n \ / pitch

P_n > the normal <

--- = p_n | |

n / \ divided pitch;

P_c the circumferential pitch;

then

2[pi]r \

p_c = p_a cot [theta] = p_n cos [theta] = ------, |

n |

|

2[pi]r tan [theta] |

p_a = p_n sec [theta] = p_c tan [theta] = ------------------, > (31)

n |

|

2[pi]r sin [theta] |

p_n = p_c sin [theta] = p_a cos [theta] = ------------------, |

n /

If a screw rotates, the number of threads which pass a fixed point in

one revolution is the number of threads in the screw.

A pair of convex screws, each rotating about its axis, are used as an

elementary combination to transmit motion by the sliding contact of

their threads. Such screws are commonly called _endless screws_. At

the point of contact of the screws their threads must be parallel; and

their line of connexion is the common perpendicular to the acting

surfaces of the threads at their point of contact. Hence the following

principles:--

I. If the screws are both right-handed or both left-handed, the angle

between the directions of their axes is the sum of their obliquities;

if one is right-handed and the other left-handed, that angle is the

difference of their obliquities.

II. The normal pitch for a screw of one thread, and the normal divided

pitch for a screw of more than one thread, must be the same in each

screw.

III. The angular velocities of the screws are inversely as their

numbers of threads.

Hooke's wheels with oblique or helical teeth are in fact screws of

many threads, and of large diameters as compared with their lengths.

The ordinary position of a pair of endless screws is with their axes

at right angles to each other. When one is of considerably greater

diameter than the other, the larger is commonly called in practice a

_wheel_, the name _screw_ being applied to the smaller only; but they

are nevertheless both screws in fact.

To make the teeth of a pair of endless screws fit correctly and work

smoothly, a hardened steel screw is made of the figure of the smaller

screw, with its thread or threads notched so as to form a cutting

tool; the larger screw, or "wheel," is cast approximately of the

required figure; the larger screw and the steel screw are fitted up in

their proper relative position, and made to rotate in contact with

each other by turning the steel screw, which cuts the threads of the

larger screw to their true figure.

[Illustration: FIG. 107.]

§ 58. _Coupling of Parallel Axes--Oldham's Coupling._--A _coupling_ is

a mode of connecting a pair of shafts so that they shall rotate in the

same direction with the same mean angular velocity. If the axes of the

shafts are in the same straight line, the coupling consists in so

connecting their contiguous ends that they shall rotate as one piece;

but if the axes are not in the same straight line combinations of

mechanism are required. A coupling for parallel shafts which acts by

_sliding contact_ was invented by Oldham, and is represented in fig.

107. C1, C2 are the axes of the two parallel shafts; D1, D2 two disks

facing each other, fixed on the ends of the two shafts respectively;

E1E1 a bar sliding in a diametral groove in the face of D1; E2E2 a bar

sliding in a diametral groove in the face of D2: those bars are fixed

together at A, so as to form a rigid cross. The angular velocities of

the two disks and of the cross are all equal at every instant; the

middle point of the cross, at A, revolves in the dotted circle

described upon the line of centres C1C2 as a diameter twice for each

turn of the disks and cross; the instantaneous axis of rotation of the

cross at any instant is at I, the point in the circle C1C2

diametrically opposite to A.

Oldham's coupling may be used with advantage where the axes of the

shafts are intended to be as nearly in the same straight line as is

possible, but where there is some doubt as to the practibility or

permanency of their exact continuity.

§ 59. _Wrapping Connectors--Belts, Cords and Chains._--Flat belts of

leather or of gutta percha, round cords of catgut, hemp or other

material, and metal chains are used as wrapping connectors to transmit

rotatory motion between pairs of pulleys and drums.

_Belts_ (the most frequently used of all wrapping connectors) require

nearly cylindrical pulleys. A belt tends to move towards that part of

a pulley whose radius is greatest; pulleys for belts, therefore, are

slightly swelled in the middle, in order that the belt may remain on

the pulley, unless forcibly shifted. A belt when in motion is shifted

off a pulley, or from one pulley on to another of equal size alongside

of it, by pressing against that part of the belt which is moving

_towards_ the pulley.

_Cords_ require either cylindrical drums with ledges or grooved

pulleys.

_Chains_ require pulleys or drums, grooved, notched and toothed, so as

to fit the links of the chain.

Wrapping connectors for communicating continuous motion are endless.

Wrapping connectors for communicating reciprocating motion have

usually their ends made fast to the pulleys or drums which they

connect, and which in this case may be sectors.

[Illustration: FIG. 108.]

The line of connexion of two pieces connected by a wrapping connector

is the centre line of the belt, cord or chain; and the comparative

motions of the pieces are determined by the principles of § 36 if both

pieces turn, and of § 37 if one turns and the other shifts, in which

latter case the motion must be reciprocating.

The _pitch-line_ of a pulley or drum is a curve to which the line of

connexion is always a tangent--that is to say, it is a curve parallel

to the acting surface of the pulley or drum, and distant from it by

half the thickness of the wrapping connector.

Pulleys and drums for communicating a constant velocity ratio are

circular. The _effective radius_, or radius of the pitch-circle of a

circular pulley or drum, is equal to the real radius added to half the

thickness of the connector. The angular velocities of a pair of

connected circular pulleys or drums are inversely as the effective

radii.

A _crossed_ belt, as in fig. 108, A, reverses the direction of the

rotation communicated; an _uncrossed_ belt, as in fig. 108, B,

preserves that direction.

The _length_ L of an endless belt connecting a pair of pulleys whose

effective radii are r1, r2, with parallel axes whose distance apart is

c, is given by the following formulae, in each of which the first

term, containing the radical, expresses the length of the straight

parts of the belt, and the remainder of the formula the length of the

curved parts.

For a crossed belt:--

/ r1 + r2 \

L = 2[root][c² - (r1 + r2)²] + (r1 + r2)( [pi] - 2 sin^-1 ------- ); (32 A)

\ c /

and for an uncrossed belt:--

r1 - r2

L = 2[root][c² - (r1 - r2)²] + [pi](r1 + r2 + 2(r1 - r2) sin^-1 -------; (32 B)

c

in which r1 is the greater radius, and r2 the less.

When the axes of a pair of pulleys are not parallel, the pulleys

should be so placed that the part of the belt which is _approaching_

each pulley shall be in the plane of the pulley.

§ 60. _Speed-Cones._--A pair of speed-cones (fig. 109) is a

contrivance for varying and adjusting the velocity ratio communicated

between a pair of parallel shafts by means of a belt. The speed-cones

are either continuous cones or conoids, as A, B, whose velocity ratio

can be varied gradually while they are in motion by shifting the belt,

or sets of pulleys whose radii vary by steps, as C, D, in which case

the velocity ratio can be changed by shifting the belt from one pair

of pulleys to another.

[Illustration: FIG. 109.]

In order that the belt may fit accurately in every possible position

on a pair of speed-cones, the quantity L must be constant, in

equations (32 A) or (32 B), according as the belt is crossed or

uncrossed.

For a _crossed_ belt, as in A and C, fig. 109, L depends solely on c

and on r1 + r2. Now c is constant because the axes are parallel;

therefore the _sum of the radii_ of the pitch-circles connected in

every position of the belt is to be constant. That condition is

fulfilled by a pair of continuous cones generated by the revolution of

two straight lines inclined opposite ways to their respective axes at

equal angles.

For an uncrossed belt, the quantity L in equation (32 B) is to be made

constant. The exact fulfilment of this condition requires the solution

of a transcendental equation; but it may be fulfilled with accuracy

sufficient for practical purposes by using, instead of (32 B) the

following _approximate_ equation:--

L nearly = 2c + [pi](r1 + r2) + (r1 - r2)²/c. (33)

The following is the most convenient practical rule for the

application of this equation:--

Let the speed-cones be equal and similar conoids, as in B, fig. 109,

but with their large and small ends turned opposite ways. Let r1 be

the radius of the large end of each, r2 that of the small end, r0 that

of the middle; and let v be the _sagitta_, measured perpendicular to

the axes, of the arc by whose revolution each of the conoids is

generated, or, in other words, the _bulging_ of the conoids in the

middle of their length. Then

v = r0 - (r1 + r2)/2 = (r1 - r2)²/2[pi]c. (34)

2[pi] = 6.2832; but 6 may be used in most practical cases without

sensible error.

The radii at the middle and end being thus determined, make the

generating curve an arc either of a circle or of a parabola.

§ 61. _Linkwork in General._--The pieces which are connected by

linkwork, if they rotate or oscillate, are usually called _cranks_,

_beams_ and levers. The _link_ by which they are connected is a rigid

rod or bar, which may be straight or of any other figure; the straight

figure being the most favourable to strength, is always used when

there is no special reason to the contrary. The link is known by

various names in various circumstances, such as _coupling-rod_,

_connecting-rod_, _crank-rod_, _eccentric-rod_, &c. It is attached to

the pieces which it connects by two pins, about which it is free to

turn. The effect of the link is to maintain the distance between the

axes of those pins invariable; hence the common perpendicular of the

axes of the pins is _the line of connexion_, and its extremities may

be called the _connected points_. In a turning piece, the

perpendicular let fall from its connected point upon its axis of

rotation is the _arm_ or _crank-arm_.

The axes of rotation of a pair of turning pieces connected by a link

are almost always parallel, and perpendicular to the line of connexion

in which case the angular velocity ratio at any instant is the

reciprocal of the ratio of the common perpendiculars let fall from the

line of connexion upon the respective axes of rotation.

If at any instant the direction of one of the crank-arms coincides

with the line of connexion, the common perpendicular of the line of

connexion and the axis of that crank-arm vanishes, and the directional

relation of the motions becomes indeterminate. The position of the

connected point of the crank-arm in question at such an instant is

called a _dead-point_. The velocity of the other connected point at

such an instant is null, unless it also reaches a dead-point at the

same instant, so that the line of connexion is in the plane of the two

axes of rotation, in which case the velocity ratio is indeterminate.

Examples of dead-points, and of the means of preventing the

inconvenience which they tend to occasion, will appear in the sequel.

§ 62. _Coupling of Parallel Axes._--Two or more parallel shafts (such

as those of a locomotive engine, with two or more pairs of driving

wheels) are made to rotate with constantly equal angular velocities by

having equal cranks, which are maintained parallel by a coupling-rod

of such a length that the line of connexion is equal to the distance

between the axes. The cranks pass their dead-points simultaneously. To

obviate the unsteadiness of motion which this tends to cause, the

shafts are provided with a second set of cranks at right angles to the

first, connected by means of a similar coupling-rod, so that one set

of cranks pass their dead points at the instant when the other set are

farthest from theirs.

§ 63. _Comparative Motion of Connected Points._--As the link is a

rigid body, it is obvious that its action in communicating motion may

be determined by finding the comparative motion of the connected

points, and this is often the most convenient method of proceeding.

If a connected point belongs to a turning piece, the direction of its

motion at a given instant is perpendicular to the plane containing the

axis and crank-arm of the piece. If a connected point belongs to a

shifting piece, the direction of its motion at any instant is given,

and a plane can be drawn perpendicular to that direction.

The line of intersection of the planes perpendicular to the paths of

the two connected points at a given instant is the _instantaneous axis

of the link_ at that instant; and the _velocities of the connected

points are directly as their distances from that axis_.

[Illustration: FIG. 110.]

In drawing on a plane surface, the two planes perpendicular to the

paths of the connected points are represented by two lines (being

their sections by a plane normal to them), and the instantaneous axis

by a point (fig. 110); and, should the length of the two lines render

it impracticable to produce them until they actually intersect, the

velocity ratio of the connected points may be found by the principle

that it is equal to the ratio of the segments which a line parallel to

the line of connexion cuts off from any two lines drawn from a given

point, perpendicular respectively to the paths of the connected

points.

To illustrate this by one example. Let C1 be the axis, and T1 the

connected point of the beam of a steam-engine; T1T2 the connecting or

crank-rod; T2 the other connected point, and the centre of the

crank-pin; C2 the axis of the crank and its shaft. Let v1 denote the

velocity of T1 at any given instant; v2 that of T2. To find the ratio

of these velocities, produce C1T1, C2T2 till they intersect in K; K is

the instantaneous axis of the connecting rod, and the velocity ratio

is

v1 : v2 :: KT1 : KT2. (35)

Should K be inconveniently far off, draw any triangle with its sides

respectively parallel to C1T1, C2T2 and T1T2; the ratio of the two

sides first mentioned will be the velocity ratio required. For

example, draw C2A parallel to C1T1, cutting T1T2 in A; then

v1 : v2 :: C2A : C2T2. (36)

§ 64. _Eccentric._--An eccentric circular disk fixed on a shaft, and

used to give a reciprocating motion to a rod, is in effect a crank-pin

of sufficiently large diameter to surround the shaft, and so to avoid

the weakening of the shaft which would arise from bending it so as to

form an ordinary crank. The centre of the eccentric is its connected

point; and its eccentricity, or the distance from that centre to the

axis of the shaft, is its crank-arm.

An eccentric may be made capable of having its eccentricity altered by

means of an adjusting screw, so as to vary the extent of the

reciprocating motion which it communicates.

§ 65. _Reciprocating Pieces--Stroke--Dead-Points._--The distance

between the extremities of the path of the connected point in a

reciprocating piece (such as the piston of a steam-engine) is called

the _stroke_ or _length of stroke_ of that piece. When it is connected

with a continuously turning piece (such as the crank of a

steam-engine) the ends of the stroke of the reciprocating piece

correspond to the _dead-points_ of the path of the connected point of

the turning piece, where the line of connexion is continuous with or

coincides with the crank-arm.

Let S be the length of stroke of the reciprocating piece, L the length

of the line of connexion, and R the crank-arm of the continuously

turning piece. Then, if the two ends of the stroke be in one straight

line with the axis of the crank,

S = 2R; (37)

and if these ends be not in one straight line with that axis, then S,

L - R, and L + R, are the three sides of a triangle, having the angle

opposite S at that axis; so that, if [theta] be the supplement of the

arc between the dead-points,

S² = 2(L² + R²) - 2(L² - R²) cos [theta], \

|

2L² + 2R² - S² > (38)

cos [theta] = -------------- |

2(L² - R²) /

[Illustration: FIG. 111.]

§ 66. _Coupling of Intersecting Axes--Hooke's Universal

Joint._--Intersecting axes are coupled by a contrivance of Hooke's,

known as the "universal joint," which belongs to the class of linkwork

(see fig. 111). Let O be the point of intersection of the axes OC1,

OC2, and [theta] their angle of inclination to each other. The pair of

shafts C1, C2 terminate in a pair of forks F1, F2 in bearings at the

extremities of which turn the gudgeons at the ends of the arms of a

rectangular cross, having its centre at O. This cross is the link; the

connected points are the centres of the bearings F1, F2. At each

instant each of those points moves at right angles to the central

plane of its shaft and fork, therefore the line of intersection of the

central planes of the two forks at any instant is the instantaneous

axis of the cross, and the _velocity ratio_ of the points F1, F2

(which, as the forks are equal, is also the _angular velocity ratio_

of the shafts) is equal to the ratio of the distances of those points

from that instantaneous axis. The _mean_ value of that velocity ratio

is that of equality, for each successive _quarter-turn_ is made by

both shafts in the same time; but its actual value fluctuates between

the limits:--

[alpha]2 1 \

-------- = ----------- when F1 is the plane of OC1C2 |

[alpha]1 cos [theta] |

> (39)

[alpha]2 |

and -------- = cos [theta] when F2 is in that plane. |

[alpha]1 /

Its value at intermediate instants is given by the following

equations: let [phi]1, [phi]2 be the angles respectively made by the

central planes of the forks and shafts with the plane OC1C2 at a given

instant; then

cos [theta] = tan [phi]1 tan [phi]2, \

|

[alpha]2 d[phi]2 tan [phi]1 + cot [phi]1 > (40)

--------- = - ------- = -----------------------. |

[alpha]1 d[phi]1 tan [phi]2 + cot [phi]2 /

§ 67. _Intermittent Linkwork--Click and Ratchet._--A click acting upon

a ratchet-wheel or rack, which it pushes or pulls through a certain

arc at each forward stroke and leaves at rest at each backward stroke,

is an example of intermittent linkwork. During the forward stroke the

action of the click is governed by the principles of linkwork; during

the backward stroke that action ceases. A _catch_ or _pall_, turning

on a fixed axis, prevents the ratchet-wheel or rack from reversing its

motion.

_Division 5.--Trains of Mechanism._

§ 68. _General Principles.--A train of mechanism_ consists of a series

of pieces each of which is follower to that which drives it and driver

to that which follows it.

The comparative motion of the first driver and last follower is

obtained by combining the proportions expressing by their terms the

velocity ratios and by their signs the directional relations of the

several elementary combinations of which the train consists.

§ 69. _Trains of Wheelwork._--Let A1, A2, A3, &c., A_(m-1), A_m denote

a series of axes, and [alpha]1, [alpha]2, [alpha]3, &c.,

[alpha]_(m-1), [alpha]_m their angular velocities. Let the axis A1

carry a wheel of N1 teeth, driving a wheel of n2 teeth on the axis A2,

which carries also a wheel of N2 teeth, driving a wheel of n3 teeth on

the axis A3, and so on; the numbers of teeth in drivers being denoted

by N´s, and in followers by n's, and the axes to which the wheels are

fixed being denoted by numbers. Then the resulting velocity ratio is

denoted by

[alpha]_m [alpha]2 [alpha]3 [alpha]_m N1 · N2 ... &c. ... N_(m-1)

--------- = -------- · -------- · &c. ... ------------- = ---------------------------; (41)

[alpha]1 [alpha]1 [alpha]2 [alpha]_(m-1) n2 · n3 ... &c. ... n_m

that is to say, the velocity ratio of the last and first axes is the

ratio of the product of the numbers of teeth in the drivers to the

product of the numbers of teeth in the followers.

Supposing all the wheels to be in outside gearing, then, as each

elementary combination reverses the direction of rotation, and as the

number of elementary combinations m - 1 is one less than the number

of axes m, it is evident that if m is odd the direction of rotation is

preserved, and if even reversed.

It is often a question of importance to determine the number of teeth

in a train of wheels best suited for giving a determinate velocity

ratio to two axes. It was shown by Young that, to do this with the

_least total number of teeth_, the velocity ratio of each elementary

combination should approximate as nearly as possible to 3.59. This

would in many cases give too many axes; and, as a useful practical

rule, it may be laid down that from 3 to 6 ought to be the limit of

the velocity ratio of an elementary combination in wheel-work. The

smallest number of teeth in a pinion for epicycloidal teeth ought to

be _twelve_ (see § 49)--but it is better, for smoothness of motion,

not to go below _fifteen_; and for involute teeth the smallest number

is about _twenty-four_.

Let B/C be the velocity ratio required, reduced to its least terms,

and let B be greater than C. If B/C is not greater than 6, and C lies

between the prescribed minimum number of teeth (which may be called t)

and its double 2t, then one pair of wheels will answer the purpose,

and B and C will themselves be the numbers required. Should B and C be

inconveniently large, they are, if possible, to be resolved into

factors, and those factors (or if they are too small, multiples of

them) used for the number of teeth. Should B or C, or both, be at once

inconveniently large and prime, then, instead of the exact ratio B/C

some ratio approximating to that ratio, and capable of resolution into

convenient factors, is to be found by the method of continued

fractions.

Should B/C be greater than 6, the best number of elementary

combinations m - 1 will lie between

(log B - log C) log B - log C

--------------- and -------------.

log 6 log 3

Then, if possible, B and C themselves are to be resolved each into m -

1 factors (counting 1 as a factor), which factors, or multiples of

them, shall be not less than t nor greater than 6t; or if B and C

contain inconveniently large prime factors, an approximate velocity

ratio, found by the method of continued fractions, is to be

substituted for B/C as before.

So far as the resultant velocity ratio is concerned, the _order_ of

the drivers N and of the followers n is immaterial: but to secure

equable wear of the teeth, as explained in § 44, the wheels ought to

be so arranged that, for each elementary combination, the greatest

common divisor of N and n shall be either 1, or as small as possible.

§ 70. _Double Hooke's Coupling._--It has been shown in § 66 that the

velocity ratio of a pair of shafts coupled by a universal joint

fluctuates between the limits cos [theta] and 1/cos [theta]. Hence one

or both of the shafts must have a vibratory and unsteady motion,

injurious to the mechanism and framework. To obviate this evil a short

intermediate shaft is introduced, making equal angles with the first

and last shaft, coupled with each of them by a Hooke's joint, and

having its own two forks in the same plane. Let [alpha]1, [alpha]2,

[alpha]3 be the angular velocities of the first, intermediate, and

last shaft in this _train of two Hooke's couplings_. Then, from the

principles of § 60 it is evident that at each instant

[alpha]2/[alpha]1 = [alpha]2/[alpha]3, and consequently that [alpha]3

= [alpha]1; so that the fluctuations of angular velocity ratio caused

by the first coupling are exactly neutralized by the second, and the

first and last shafts have equal angular velocities at each instant.

§ 71. _Converging and Diverging Trains of Mechanism._--Two or more

trains of mechanism may converge into one--as when the two pistons of

a pair of steam-engines, each through its own connecting-rod, act upon

one crank-shaft. One train of mechanism may _diverge_ into two or

more--as when a single shaft, driven by a prime mover, carries several

pulleys, each of which drives a different machine. The principles of

comparative motion in such converging and diverging trains are the

same as in simple trains.

_Division 6.--Aggregate Combinations._

§ 72. _General Principles._--Willis designated as "aggregate

combinations" those assemblages of pieces of mechanism in which the

motion of one follower is the _resultant_ of component motions

impressed on it by more than one driver. Two classes of aggregate

combinations may be distinguished which, though not different in their

actual nature, differ in the _data_ which they present to the

designer, and in the method of solution to be followed in questions

respecting them.

Class I. comprises those cases in which a piece A is not carried

directly by the frame C, but by another piece B, _relatively_ to which

the motion of A is given--the motion of the piece B relatively to the

frame C being also given. Then the motion of A relatively to the frame

C is the _resultant_ of the motion of A relatively to B and of B

relatively to C; and that resultant is to be found by the principles

already explained in Division 3 of this Chapter §§ 27-32.

Class II. comprises those cases in which the motions of three points

in one follower are determined by their connexions with two or with

three different drivers.

This classification is founded on the kinds of problems arising from

the combinations. Willis adopts another classification founded on the

_objects_ of the combinations, which objects he divides into two

classes, viz. (1) to produce _aggregate velocity_, or a velocity which

is the resultant of two or more components in the same path, and (2)

to produce _an aggregate path_--that is, to make a given point in a

rigid body move in an assigned path by communicating certain motions

to other points in that body.

It is seldom that one of these effects is produced without at the same

time producing the other; but the classification of Willis depends

upon which of those two effects, even supposing them to occur

together, is the practical object of the mechanism.

[Illustration: FIG. 112.]

§ 73. _Differential Windlass._--The axis C (fig. 112) carries a larger

barrel AE and a smaller barrel DB, rotating as one piece with the

angular velocity [alpha]1 in the direction AE. The pulley or _sheave_

FG has a weight W hung to its centre. A cord has one end made fast to

and wrapped round the barrel AE; it passes from A under the sheave FG,

and has the other end wrapped round and made fast to the barrel BD.

Required the relation between the velocity of translation v2 of W and

the angular velocity [alpha]1 of the _differential barrel_.

In this case v2 is an _aggregate velocity_, produced by the joint

action of the two drivers AE and BD, transmitted by wrapping

connectors to FG, and combined by that sheave so as to act on the

follower W, whose motion is the same with that of the centre of FG.

The velocity of the point F is [alpha]1·AC, _upward_ motion being

considered positive. The velocity of the point G is -[alpha]1·CB,

_downward_ motion being negative. Hence the instantaneous axis of the

sheave FG is in the diameter FG, at the distance

FG AC - BC

--- · -------

2 AC + BC

from the centre towards G; the angular velocity of the sheave is

AC + BC

[alpha]2 = [alpha]1 · -------;

FG

and, consequently, the velocity of its centre is

FG AC - BC [alpha]1(AC - BC)

v2 = [alpha]2 · --- · ------- = -----------------, (42)

2 AC + BC 2

or the _mean between the velocities of the two vertical parts of the

cord_.

If the cord be fixed to the framework at the point B, instead of being

wound on a barrel, the velocity of W is half that of AF.

A case containing several sheaves is called a _block_. A _fall-block_

is attached to a fixed point; a _running-block_ is movable to and from

a fall-block, with which it is connected by two or more plies of a

rope. The whole combination constitutes a _tackle_ or _purchase_. (See

PULLEYS for practical applications of these principles.)

§ 74. _Differential Screw._--On the same axis let there be two screws

of the respective pitches p1 and p2, made in one piece, and rotating

with the angular velocity [alpha]. Let this piece be called B. Let the

first screw turn in a fixed nut C, and the second in a sliding nut A.

The velocity of advance of B relatively to C is (according to § 32)

[alpha]p1, and of A relatively to B (according to § 57) -[alpha]p2;

hence the velocity of A relatively to C is

[alpha](p1 - p2), (46)

being the same with the velocity of advance of a screw of the pitch p1

- p2. This combination, called _Hunter's_ or the _differential screw_,

combines the strength of a large thread with the slowness of motion

due to a small one.

§ 75. _Epicyclic Trains._--The term _epicyclic train_ is used by

Willis to denote a train of wheels carried by an arm, and having

certain rotations relatively to that arm, which itself rotates. The

arm may either be driven by the wheels or assist in driving them. The

comparative motions of the wheels and of the arm, and the _aggregate

paths_ traced by points in the wheels, are determined by the

principles of the composition of rotations, and of the description of

rolling curves, explained in §§ 30, 31.

§ 76. _Link Motion._--A slide valve operated by a link motion receives

an aggregate motion from the mechanism driving it. (See STEAM-ENGINE

for a description of this and other types of mechanism of this class.)

[Illustration: FIG. 113.]

§ 77. _Parallel Motions._--A _parallel motion_ is a combination of

turning pieces in mechanism designed to guide the motion of a

reciprocating piece either exactly or approximately in a straight

line, so as to avoid the friction which arises from the use of

straight guides for that purpose.

Fig. 113 represents an exact parallel motion, first proposed, it is

believed, by Scott Russell. The arm CD turns on the axis C, and is

jointed at D to the middle of the bar ADB, whose length is double of

that of CD, and one of whose ends B is jointed to a slider, sliding in

straight guides along the line CB. Draw BE perpendicular to CB,

cutting CD produced in E, then E is the instantaneous axis of the bar

ADB; and the direction of motion of A is at every instant

perpendicular to EA--that is, along the straight line ACa. While the

stroke of A is ACa, extending to equal distances on either side of C,

and equal to twice the chord of the arc Dd, the stroke of B is only

equal to twice the sagitta; and thus A is guided through a

comparatively long stroke by the sliding of B through a comparatively

short stroke, and by rotatory motions at the joints C, D, B.

[Illustration: FIG. 114.]

[Illustration: FIG. 115.]

§ 78.* An example of an approximate straight-line motion composed of

three bars fixed to a frame is shown in fig. 114. It is due to P. L.

Tchebichev of St Petersburg. The links AB and CD are equal in length

and are centred respectively at A and C. The ends D and B are joined

by a link DB. If the respective lengths are made in the proportions AC

: CD : DB = 1 : 1.3 : 0.4 the middle point P of DB will describe an

approximately straight line parallel to AC within limits of length

about equal to AC. C. N. Peaucellier, a French engineer officer, was

the first, in 1864, to invent a linkwork with which an exact straight

line could be drawn. The linkwork is shown in fig. 115, from which it

will be seen that it consists of a rhombus of four equal bars ABCD,

jointed at opposite corners with two equal bars BE and DE. The seventh

link AF is equal in length to halt the distance EA when the mechanism

is in its central position. The points E and F are fixed. It can be

proved that the point C always moves in a straight line at right

angles to the line EF. The more general property of the mechanism

corresponding to proportions between the lengths FA and EF other than

that of equality is that the curve described by the point C is the

inverse of the curve described by A. There are other arrangements of

bars giving straight-line motions, and these arrangements together

with the general properties of mechanisms of this kind are discussed

in _How to Draw a Straight Line_ by A. B. Kempe (London, 1877).

[Illustration: FIG. 116.]

[Illustration: FIG. 117.]

§ 79.* _The Pantograph._--If a parallelogram of links (fig. 116), be

fixed at any one point a in any one of the links produced in either

direction, and if any straight line be drawn from this point to cut

the links in the points b and c, then the points a, b, c will be in a

straight line for all positions of the mechanism, and if the point b

be guided in any curve whatever, the point c will trace a similar

curve to a scale enlarged in the ratio ab : ac. This property of the

parallelogram is utilized in the construction of the pantograph, an

instrument used for obtaining a copy of a map or drawing on a

different scale. Professor J. J. Sylvester discovered that this

property of the parallelogram is not confined to points lying in one

line with the fixed point. Thus if b (fig. 117) be any point on the

link CD, and if a point c be taken on the link DE such that the

triangles CbD and DcE are similar and similarly situated with regard

to their respective links, then the ratio of the distances ab and ac

is constant, and the angle bac is constant for all positions of the

mechanism; so that, if b is guided in any curve, the point c will

describe a similar curve turned through an angle bac, the scales of

the curves being in the ratio ab to ac. Sylvester called an instrument

based on this property a plagiograph or a skew pantograph.

The combination of the parallelogram with a straight-line motion, for

guiding one of the points in a straight line, is illustrated in Watt's

parallel motion for steam-engines. (See STEAM-ENGINE.)

§ 80.* _The Reuleaux System of Analysis._--If two pieces, A and B,

(fig. 118) are jointed together by a pin, the pin being fixed, say, to

A, the only relative motion possible between the pieces is one of

turning about the axis of the pin. Whatever motion the pair of pieces

may have as a whole each separate piece shares in common, and this

common motion in no way affects the relative motion of A and B. The

motion of one piece is said to be completely constrained relatively to

the other piece. Again, the pieces A and B (fig. 119) are paired

together as a slide, and the only relative motion possible between

them now is that of sliding, and therefore the motion of one

relatively to the other is completely constrained. The pieces may be

paired together as a screw and nut, in which case the relative motion

is compounded of turning with sliding.

[Illustration: FIG. 118.]

[Illustration: FIG. 119.]

These combinations of pieces are known individually as _kinematic

pairs of elements_, or briefly _kinematic pairs_. The three pairs

mentioned above have each the peculiarity that contact between the two

pieces forming the pair is distributed over a surface. Kinematic pairs

which have surface contact are classified as _lower pairs_. Kinematic

pairs in which contact takes place along a line only are classified as

_higher pairs_. A pair of spur wheels in gear is an example of a

higher pair, because the wheels have contact between their teeth along

lines only.

A _kinematic link_ of the simplest form is made by joining up the

halves of two kinematic pairs by means of a rigid link. Thus if A1B1

represent a turning pair, and A2B2 a second turning pair, the rigid

link formed by joining B1 to B2 is a kinematic link. Four links of

this kind are shown in fig. 120 joined up to form a _closed kinematic

chain_.

[Illustration: FIG. 120.]

In order that a kinematic chain may be made the basis of a mechanism,

every point in any link of it must be completely constrained with

regard to every other link. Thus in fig. 120 the motion of a point a

in the link A1A2 is completely constrained with regard to the link

B1B4 by the turning pair A1B1, and it can be proved that the motion of

a relatively to the non-adjacent link A3A4 is completely constrained,

and therefore the four-bar chain, as it is called, can be and is used

as the basis of many mechanisms. Another way of considering the

question of constraint is to imagine any one link of the chain fixed;

then, however the chain be moved, the path of a point, as a, will

always remain the same. In a five-bar chain, if a is a point in a link

non-adjacent to a fixed link, its path is indeterminate. Still another

way of stating the matter is to say that, if any one link in the chain

be fixed, any point in the chain must have only one degree of freedom.

In a five-bar chain a point, as a, in a link non-adjacent to the fixed

link has two degrees of freedom and the chain cannot therefore be used

for a mechanism. These principles may be applied to examine any

possible combination of links forming a kinematic chain in order to

test its suitability for use as a mechanism. Compound chains are

formed by the superposition of two or more simple chains, and in these

more complex chains links will be found carrying three, or even more,

halves of kinematic pairs. The Joy valve gear mechanism is a good

example of a compound kinematic chain.

[Illustration: FIG. 121.]

A chain built up of three turning pairs and one sliding pair, and

known as the _slider crank chain_, is shown in fig. 121. It will be

seen that the piece A1 can only slide relatively to the piece B1, and

these two pieces therefore form the sliding pair. The piece A1 carries

the pin B4, which is one half of the turning pair A4 B4. The piece A1

together with the pin B4 therefore form a kinematic link A1B4. The

other links of the chain are, B1A2, B2B3, A3A4. In order to convert a

chain into a mechanism it is necessary to fix one link in it. Any one

of the links may be fixed. It follows therefore that there are as many

possible mechanisms as there are links in the chain. For example,

there is a well-known mechanism corresponding to the fixing of three

of the four links of the slider crank chain (fig. 121). If the link d

is fixed the chain at once becomes the mechanism of the ordinary steam

engine; if the link e is fixed the mechanism obtained is that of the

oscillating cylinder steam engine; if the link c is fixed the

mechanism becomes either the Whitworth quick-return motion or the

slot-bar motion, depending upon the proportion between the lengths of

the links c and e. These different mechanisms are called _inversions_

of the slider crank chain. What was the fixed framework of the

mechanism in one case becomes a moving link in an inversion.

The Reuleaux system, therefore, consists essentially of the analysis

of every mechanism into a kinematic chain, and since each link of the

chain may be the fixed frame of a mechanism quite diverse mechanisms

are found to be merely inversions of the same kinematic chain. Franz

Reuleaux's _Kinematics of Machinery_, translated by Sir A. B. W.

Kennedy (London, 1876), is the book in which the system is set forth

in all its completeness. In _Mechanics of Machinery_, by Sir A. B. W.

Kennedy (London, 1886), the system was used for the first time in an

English textbook, and now it has found its way into most modern

textbooks relating to the subject of mechanism.

§ 81.* _Centrodes, Instantaneous Centres, Velocity Image, Velocity

Diagram._--Problems concerning the relative motion of the several

parts of a kinematic chain may be considered in two ways, in addition

to the way hitherto used in this article and based on the principle of

§ 34. The first is by the method of instantaneous centres, already

exemplified in § 63, and rolling centroids, developed by Reuleaux in

connexion with his method of analysis. The second is by means of

Professor R. H. Smith's method already referred to in § 23.

_Method 1._--By reference to § 30 it will be seen that the motion of a

cylinder rolling on a fixed cylinder is one of rotation about an

instantaneous axis T, and that the velocity both as regards direction

and magnitude is the same as if the rolling piece B were for the

instant turning about a fixed axis coincident with the instantaneous

axis. If the rolling cylinder B and its path A now be assumed to

receive a common plane motion, what was before the velocity of the

point P becomes the velocity of P relatively to the cylinder A, since

the motion of B relatively to A still takes place about the

instantaneous axis T. If B stops rolling, then the two cylinders

continue to move as though they were parts of a rigid body. Notice

that the shape of either rolling curve (fig. 91 or 92) may be found by

considering each fixed in turn and then tracing out the locus of the

instantaneous axis. These rolling cylinders are sometimes called

axodes, and a section of an axode in a plane parallel to the plane of

motion is called a centrode. The axode is hence the locus of the

instantaneous axis, whilst the centrode is the locus of the

instantaneous centre in any plane parallel to the plane of motion.

There is no restriction on the shape of these rolling axodes; they may

have any shape consistent with rolling (that is, no slipping is

permitted), and the relative velocity of a point P is still found by

considering it with regard to the instantaneous centre.

Reuleaux has shown that the relative motion of any pair of

non-adjacent links of a kinematic chain is determined by the rolling

together of two ideal cylindrical surfaces (cylindrical being used

here in the general sense), each of which may be assumed to be formed

by the extension of the material of the link to which it corresponds.

These surfaces have contact at the instantaneous axis, which is now

called the instantaneous axis of the two links concerned. To find the

form of these surfaces corresponding to a particular pair of

non-adjacent links, consider each link of the pair fixed in turn, then

the locus of the instantaneous axis is the axode corresponding to the

fixed link, or, considering a plane of motion only, the locus of the

instantaneous centre is the centrode corresponding to the fixed link.

To find the instantaneous centre for a particular link corresponding

to any given configuration of the kinematic chain, it is only

necessary to know the direction of motion of any two points in the

link, since lines through these points respectively at right angles to

their directions of motion intersect in the instantaneous centre.

[Illustration: FIG. 122.]

To illustrate this principle, consider the four-bar chain shown in

fig. 122 made up of the four links, a, b, c, d. Let a be the fixed

link, and consider the link c. Its extremities are moving respectively

in directions at right angles to the links b and d; hence produce the

links b and d to meet in the point O_(ac). This point is the

instantaneous centre of the motion of the link c relatively to the

fixed link a, a fact indicated by the suffix ac placed after the

letter O. The process being repeated for different values of the angle

[theta] the curve through the several points Oac is the centroid which

may be imagined as formed by an extension of the material of the link

a. To find the corresponding centroid for the link c, fix c and repeat

the process. Again, imagine d fixed, then the instantaneous centre

O_(bd) of b with regard to d is found by producing the links c and a

to intersect in O_(bd), and the shapes of the centroids belonging

respectively to the links b and d can be found as before. The axis

about which a pair of adjacent links turn is a permanent axis, and is

of course the axis of the pin which forms the point. Adding the

centres corresponding to these several axes to the figure, it will be

seen that there are six centres in connexion with the four-bar chain

of which four are permanent and two are instantaneous or virtual

centres; and, further, that whatever be the configuration of the chain

these centres group themselves into three sets of three, each set

lying on a straight line. This peculiarity is not an accident or a

special property of the four-bar chain, but is an illustration of a

general law regarding the subject discovered by Aronhold and Sir A. B.

W. Kennedy independently, which may be thus stated: If any three

bodies, a, b, c, have plane motion their three virtual centres,

O_(ab), O_(bc), O_(ac), are three points on one straight line. A proof

of this will be found in _The Mechanics of Machinery_ quoted above.

Having obtained the set of instantaneous centres for a chain, suppose

a is the fixed link of the chain and c any other link; then O_(ac) is

the instantaneous centre of the two links and may be considered for

the instant as the trace of an axis fixed to an extension of the link

a about which c is turning, and thus problems of instantaneous

velocity concerning the link c are solved as though the link c were

merely rotating for the instant about a fixed axis coincident with the

instantaneous axis.

[Illustration: FIG. 123.]

[Illustration: FIG. 124.]

_Method 2._--The second method is based upon the vector representation

of velocity, and may be illustrated by applying it to the four-bar

chain. Let AD (fig. 123) be the fixed link. Consider the link BC, and

let it be required to find the velocity of the point B having given

the velocity of the point C. The principle upon which the solution is

based is that the only motion which B can have relatively to an axis

through C fixed to the link CD is one of turning about C. Choose any

pole O (fig. 124). From this pole set out Oc to represent the velocity

of the point C. The direction of this must be at right angles to the

line CD, because this is the only direction possible to the point C.

If the link BC moves without turning, Oc will also represent the

velocity of the point B; but, if the link is turning, B can only move

about the axis C, and its direction of motion is therefore at right

angles to the line CB. Hence set out the possible direction of B´s

motion in the velocity diagram, namely cb1, at right angles to CB. But

the point B must also move at right angles to AB in the case under

consideration. Hence draw a line through O in the velocity diagram at

right angles to AB to cut cb1 in b. Then Ob is the velocity of the

point b in magnitude and direction, and cb is the tangential velocity

of B relatively to C. Moreover, whatever be the actual magnitudes of

the velocities, the instantaneous velocity ratio of the points C and B

is given by the ratio Oc/Ob.

A most important property of the diagram (figs. 123 and 124) is the

following: If points X and x are taken dividing the link BC and the

tangential velocity cb, so that cx:xb = CX:XB, then Ox represents the

velocity of the point X in magnitude and direction. The line cb has

been called the _velocity image_ of the rod, since it may be looked

upon as a scale drawing of the rod turned through 90° from the actual

rod. Or, put in another way, if the link CB is drawn to scale on the

new length cb in the velocity diagram (fig. 124), then a vector drawn

from O to any point on the new drawing of the rod will represent the

velocity of that point of the actual rod in magnitude and direction.

It will be understood that there is a new velocity diagram for every

new configuration of the mechanism, and that in each new diagram the

image of the rod will be different in scale. Following the method

indicated above for a kinematic chain in general, there will be

obtained a velocity diagram similar to that of fig. 124 for each

configuration of the mechanism, a diagram in which the velocity of the

several points in the chain utilized for drawing the diagram will

appear to the same scale, all radiating from the pole O. The lines

joining the ends of these several velocities are the several

tangential velocities, each being the velocity image of a link in the

chain. These several images are not to the same scale, so that

although the images may be considered to form collectively an image of

the chain itself, the several members of this chain-image are to

different scales in any one velocity diagram, and thus the chain-image

is distorted from the actual proportions of the mechanism which it

represents.

[Illustration: FIG. 125.]

§ 82.* _Acceleration Diagram. Acceleration Image._--Although it is

possible to obtain the acceleration of points in a kinematic chain

with one link fixed by methods which utilize the instantaneous centres

of the chain, the vector method more readily lends itself to this

purpose. It should be understood that the instantaneous centre

considered in the preceding paragraphs is available only for

estimating relative velocities; it cannot be used in a similar manner

for questions regarding acceleration. That is to say, although the

instantaneous centre is a centre of no velocity for the instant, it is

not a centre of no acceleration, and in fact the centre of no

acceleration is in general a quite different point. The general

principle on which the method of drawing an acceleration diagram

depends is that if a link CB (fig. 125) have plane motion and the

acceleration of any point C be given in magnitude and direction, the

acceleration of any other point B is the vector sum of the

acceleration of C, the radial acceleration of B about C and the

tangential acceleration of B about C. Let A be any origin, and let Ac

represent the acceleration of the point C, ct the radial acceleration

of B about C which must be in a direction parallel to BC, and tb the

tangential acceleration of B about C, which must of course be at right

angles to ct; then the vector sum of these three magnitudes is Ab, and

this vector represents the acceleration of the point B. The directions

of the radial and tangential accelerations of the point B are always

known when the position of the link is assigned, since these are to be

drawn respectively parallel to and at right angles to the link itself.

The magnitude of the radial acceleration is given by the expression

v²/BC, v being the velocity of the point B about the point C. This

velocity can always be found from the velocity diagram of the chain of

which the link forms a part. If dw/dt is the angular acceleration of

the link, dw/dt × CB is the tangential acceleration of the point B

about the point C. Generally this tangential acceleration is unknown

in magnitude, and it becomes part of the problem to find it. An

important property of the diagram is that if points X and x are taken

dividing the link CB and the whole acceleration of B about C, namely,

cb in the same ratio, then Ax represents the acceleration of the point

X in magnitude and direction; cb is called the acceleration image of

the rod. In applying this principle to the drawing of an acceleration

diagram for a mechanism, the velocity diagram of the mechanism must be

first drawn in order to afford the means of calculating the several

radial accelerations of the links. Then assuming that the acceleration

of one point of a particular link of the mechanism is known together

with the corresponding configuration of the mechanism, the two vectors

Ac and ct can be drawn. The direction of tb, the third vector in the

diagram, is also known, so that the problem is reduced to the

condition that b is somewhere on the line tb. Then other conditions

consequent upon the fact that the link forms part of a kinematic chain

operate to enable b to be fixed. These methods are set forth and

exemplified in _Graphics_, by R. H. Smith (London, 1889). Examples,

completely worked out, of velocity and acceleration diagrams for the

slider crank chain, the four-bar chain, and the mechanism of the Joy

valve gear will be found in ch. ix. of _Valves and Valve Gear

Mechanism_, by W. E. Dalby (London, 1906).

Encyclopaedia Britannica, 11th Edition, "Matter" to "Mecklenburg" Volume 17, Slice 8 · 第 6 / 7 章