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Theory of Machines

A mechanism is a set of rigid bodies whose joints remove exactly enough freedom to leave the motion you wanted. These topics animate the motion rather than describing it, which is the only way a linkage ever makes sense.

Start from the beginning →

9 topics you can watch now, 10 still to come.

Mechanisms and mobility

Links, pairs, and how many inputs a mechanism needs.

  • Kinematic pairs and their classification
  • Straight-line and steering mechanisms

Velocity and acceleration analysis

Where each point of a moving linkage is going, and how fast.

  • Klein's construction
  • Analytical loop-closure methods

Cams and followers

Designing a shape so that motion comes out the way you specified.

  • Cam profile construction step by step
  • Polynomial and modified motion laws

Gears and gear trains

Transmitting rotation at a fixed ratio, without slip.

  • Helical, bevel and worm gearing
  • Gear tooth stress and AGMA rating

Dynamics of machinery

The forces a moving machine puts back into its own frame.

  • Static and dynamic force analysis of linkages
  • Governor characteristics: sensitivity, stability and effort

About Theory of Machines

Theory of machines is about mechanisms: assemblies of rigid parts arranged so that motion goes in deliberately. Before any force is considered, the question is what movement the geometry permits at all, which is what degrees of freedom counts.

The four-bar linkage is the subject's workhorse and worth real attention, because a startling range of machines is a four-bar in disguise. Change one link length and a mechanism that rocks becomes one that rotates fully. Cams take the same idea further, encoding an arbitrary motion profile as a shaped surface.

Then the parts start moving fast, and dynamics arrives: unbalanced rotating mass becomes vibration, stored rotational energy becomes a flywheel's smoothing effect, and a spinning body resists reorientation in a way that feels wrong until you have seen it.

What to know first

  • Mechanics — statics, and velocity and acceleration of rigid bodies
  • Basic trigonometry and vectors

Where it gets used

  • Recognising a linkage in engines, suspensions, presses and robotics
  • Diagnosing machine vibration as a balancing problem
  • Designing a cam profile for a required motion
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