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MIT OpenCourseWare
http://ocw.mit.edu
2.72 Elements of Mechanical Design
Spring 2009
For information about citing these materials or our Terms of Use, visit: http://ocw.mit.edu/terms.
2.72
Elements of
Mechanical Design
Lecture 09: Alignment
Schedule and reading assignment
Quiz
 Thursday: Hale 6.1

 Soon: Bolted joint qualifying quiz

Topics
 Lab notebooks
 Alignment methods
 Kinematic coupling grade bump = 遜 grade for use/design
Reading assignment
 Read: 8.2
 Examples: All in 8.2
息 Martin Culpepper, All rights reserved 2
Lab notebooks
Technical quality/quantity
 Appropriate equations, codes
 Units
 Important results highlighted/boxed/noted/explained
Graphical quality/quantity
 Appropriate sketches/pictures

 Pasted CAD/etc

Archival quality
 Can this be copied?

 Understood by others?

Best practices
 Dating and number of pages

 Permanent pen

 No blank spaces (X out)

息 Martin Culpepper, All rights reserved 3
Ideal alignment interface
Repeatable
Accuracy
Stiffness (sensitive?)
Load capacity
Perfect constraint
Lowest energy state
6 DOF
Metal molds
High natural frequency

息 Martin Culpepper, All rights reserved 4
Common alignment methods
Elastic averagElastic averagiingng Compliant kinCompliant kineematicmatic QuasiQuasi--kinematickinematic Active kinematicActive kinematic Passive kinematicPassive kinematic
AccuracyAccuracy RepeatabilityRepeatability Accuracy & repeatability
Accuracy & repeatability
Desired Position
Elastic BElastic B
Passive KCPassive KC Active KCActive KC
Elastic CElastic C
Elastic AElastic A
QuasiQuasi--KCKC
ErrorErrorErrorError
息 Martin Culpepper, All rights reserved 5
Pin-hole
6 DOF
Metal molds
息 Martin Culpepper, All rights reserved 6
3  2  1 Alignment schemes
息 Martin Culpepper, All rights reserved 7
Exact constraint couplings
Exact constraint (EC):

 Constraints = DOF to be constrained
 Deterministic saves $
 Balls (inexpensive) & grooves (more difficult to make)
In KC design the issues are:

 KNOW what is happening in the system (coupling)
 MANAGE forces, deflections, stresses and friction
There are many
types of EC couplings,
our time limits us to a
semi-focused study on
kinematic couplings
Balls
Tetrahedral
groove
Maxwell V groove Kelvin
息 Martin Culpepper, All rights reserved 8
Passive kinematic couplings
Fabricate and forget
村 micrometer with best practices, 10s of nm recently
What is important?

 Contact forces
 Contact stress
 Stiffness vs. geometry
 Stiffness vs. preload
 Friction & settling
 Thermal loading
 Preload repeatability
Preload (nesting load) is the force
applied to keep the coupling
components engaged and prevent
tipping
Preload
息 Martin Culpepper, All rights reserved 9
Ball motions: Displacements
iABall
iABall
ee
n
iABalln n
ER
F
_
_
3
1
2
2
__

16
9










=裡隆
v
iBBall
iBBall
ee
n
iBBalln n
ER
F
_
_
3
1
2
2
__

16
9










=裡隆
v
Hertz
1857-1894
v
v
v

裡隆Ball _i = 隆Ball _iA +隆Ball _iB

This assumes
that the ball-ball
stiffness is > ~10x
ball-groove stiffness
Ball far-field point

B1
B3
B2
A B
iABall _隆
v
iBBall _隆
v
iBall _隆
v
Groove far-field points

息 Martin Culpepper, All rights reserved 10
Load balance: Force and moment
Preload
Force balance (3 equations)

Error
Contact
裡F
v
relative = 0 = ( preloadF
v
+ ErrorF
v
)+ (
Moment balance (3 equations)
M
r
relative = ( iBalli M _1
6
r
= )裡 + ( preloadM
r
)+ ( errorM
r
)= ( preloadpreload Fr
vv
 + Errorerror Fr
vv
 )+ 裡 iBalliBall Fr __
vv

Goal:
1. Solve 6 equations for contact forces
2. Solve normal displacements
3. Solve relative displacements/rotations
Ball far-field point
Given geometry, materials,

preload force, error force,

solve for local distance of approach
A B
Groove far-field points

)6_5_4_3_2_1_ BallBallBallBallBallBall FFFFFF
vvvvvv
+++++
息 Martin Culpepper, All rights reserved 11
Modeling round interfaces
Equivalent radius
1
R =e
1 1 1 1
+ + +
R1major R1minor R2major R2minor
Equivalent modulus
1
Ee = 2 2 Poissons ratio1侶1 1侶2
+
E1 E2
Youngs modulus
1

 9 F
2
 3

n
隆 =   n 
16 Re  Ee
2 

Important scaling law
Scaling with
Matl properties
and geometry
Contact stiffness
0
05
10
20
30
0 250 500 750 1000
Fn [N]
k[N/micron]
Preload should be
repeatable in magnitude
& direction
Degree of nonlinearity
is reduced as preload
is increased
3  E 3 3k 隆 = 2 R  E 隆( ) ( 0.5
) 0.5
k ( )F = Constant (R
1 2
) F
1
n n e e n n n e e n
息 Martin Culpepper, All rights reserved 12
Friction and lubrication
The trend of
the data is
important
Wear in vs.
snow balling
Magnitude
depends on
coupling
design and
test
conditions
Slocum, A. H., Precision Engineering, 1988: Kinematic couplings for precision fixturing
Experimental determination of repeatability and stiffness
Number of Trials
Radial Repeatability (Unlubricated)
2
0
Displacement,亮m
Radial Repeatability (Lubricated)
Displacement,亮m
2
0
Number of Trials
息 Martin Culpepper, All rights reserved
Courtesy of Elsevier, Inc., http://www.sciencedirect.com. Used with permission.
13

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  • 1. MIT OpenCourseWare http://ocw.mit.edu 2.72 Elements of Mechanical Design Spring 2009 For information about citing these materials or our Terms of Use, visit: http://ocw.mit.edu/terms.
  • 3. Schedule and reading assignment Quiz Thursday: Hale 6.1 Soon: Bolted joint qualifying quiz Topics Lab notebooks Alignment methods Kinematic coupling grade bump = 遜 grade for use/design Reading assignment Read: 8.2 Examples: All in 8.2 息 Martin Culpepper, All rights reserved 2
  • 4. Lab notebooks Technical quality/quantity Appropriate equations, codes Units Important results highlighted/boxed/noted/explained Graphical quality/quantity Appropriate sketches/pictures Pasted CAD/etc Archival quality Can this be copied? Understood by others? Best practices Dating and number of pages Permanent pen No blank spaces (X out) 息 Martin Culpepper, All rights reserved 3
  • 5. Ideal alignment interface Repeatable Accuracy Stiffness (sensitive?) Load capacity Perfect constraint Lowest energy state 6 DOF Metal molds High natural frequency 息 Martin Culpepper, All rights reserved 4
  • 6. Common alignment methods Elastic averagElastic averagiingng Compliant kinCompliant kineematicmatic QuasiQuasi--kinematickinematic Active kinematicActive kinematic Passive kinematicPassive kinematic AccuracyAccuracy RepeatabilityRepeatability Accuracy & repeatability Accuracy & repeatability Desired Position Elastic BElastic B Passive KCPassive KC Active KCActive KC Elastic CElastic C Elastic AElastic A QuasiQuasi--KCKC ErrorErrorErrorError 息 Martin Culpepper, All rights reserved 5
  • 7. Pin-hole 6 DOF Metal molds 息 Martin Culpepper, All rights reserved 6
  • 8. 3 2 1 Alignment schemes 息 Martin Culpepper, All rights reserved 7
  • 9. Exact constraint couplings Exact constraint (EC): Constraints = DOF to be constrained Deterministic saves $ Balls (inexpensive) & grooves (more difficult to make) In KC design the issues are: KNOW what is happening in the system (coupling) MANAGE forces, deflections, stresses and friction There are many types of EC couplings, our time limits us to a semi-focused study on kinematic couplings Balls Tetrahedral groove Maxwell V groove Kelvin 息 Martin Culpepper, All rights reserved 8
  • 10. Passive kinematic couplings Fabricate and forget 村 micrometer with best practices, 10s of nm recently What is important? Contact forces Contact stress Stiffness vs. geometry Stiffness vs. preload Friction & settling Thermal loading Preload repeatability Preload (nesting load) is the force applied to keep the coupling components engaged and prevent tipping Preload 息 Martin Culpepper, All rights reserved 9
  • 11. Ball motions: Displacements iABall iABall ee n iABalln n ER F _ _ 3 1 2 2 __ 16 9 =裡隆 v iBBall iBBall ee n iBBalln n ER F _ _ 3 1 2 2 __ 16 9 =裡隆 v Hertz 1857-1894 v v v 裡隆Ball _i = 隆Ball _iA +隆Ball _iB This assumes that the ball-ball stiffness is > ~10x ball-groove stiffness Ball far-field point B1 B3 B2 A B iABall _隆 v iBBall _隆 v iBall _隆 v Groove far-field points 息 Martin Culpepper, All rights reserved 10
  • 12. Load balance: Force and moment Preload Force balance (3 equations) Error Contact 裡F v relative = 0 = ( preloadF v + ErrorF v )+ ( Moment balance (3 equations) M r relative = ( iBalli M _1 6 r = )裡 + ( preloadM r )+ ( errorM r )= ( preloadpreload Fr vv + Errorerror Fr vv )+ 裡 iBalliBall Fr __ vv Goal: 1. Solve 6 equations for contact forces 2. Solve normal displacements 3. Solve relative displacements/rotations Ball far-field point Given geometry, materials, preload force, error force, solve for local distance of approach A B Groove far-field points )6_5_4_3_2_1_ BallBallBallBallBallBall FFFFFF vvvvvv +++++ 息 Martin Culpepper, All rights reserved 11
  • 13. Modeling round interfaces Equivalent radius 1 R =e 1 1 1 1 + + + R1major R1minor R2major R2minor Equivalent modulus 1 Ee = 2 2 Poissons ratio1侶1 1侶2 + E1 E2 Youngs modulus 1 9 F 2 3 n 隆 = n 16 Re Ee 2 Important scaling law Scaling with Matl properties and geometry Contact stiffness 0 05 10 20 30 0 250 500 750 1000 Fn [N] k[N/micron] Preload should be repeatable in magnitude & direction Degree of nonlinearity is reduced as preload is increased 3 E 3 3k 隆 = 2 R E 隆( ) ( 0.5 ) 0.5 k ( )F = Constant (R 1 2 ) F 1 n n e e n n n e e n 息 Martin Culpepper, All rights reserved 12
  • 14. Friction and lubrication The trend of the data is important Wear in vs. snow balling Magnitude depends on coupling design and test conditions Slocum, A. H., Precision Engineering, 1988: Kinematic couplings for precision fixturing Experimental determination of repeatability and stiffness Number of Trials Radial Repeatability (Unlubricated) 2 0 Displacement,亮m Radial Repeatability (Lubricated) Displacement,亮m 2 0 Number of Trials 息 Martin Culpepper, All rights reserved Courtesy of Elsevier, Inc., http://www.sciencedirect.com. Used with permission. 13