In Chapter 11, we studied the forces in machine systems in which all forces on the bodies were in balance, and therefore the systems were in either static or dynamic equilibrium. However, in real machines this is seldom, if ever, the case except when the machine is stopped. We learned in Chapter 4 that although the input crank of a machine may be driven at constant speed, this does not mean that all points of the input crank have constant velocity vectors or that other links of the machine operate at constant speeds. In general, there will be accelerations, and therefore machines with moving parts having mass are not balanced.

The existence of vibrating elements in a mechanical system produces unwanted noise, high stresses, wear, poor reliability, and, frequently, premature failure of one or more of the parts. The moving parts of all machines are inherently vibration producers, and for this reason engineers must expect vibrations to exist in the devices they design. But there is a great deal they can do during the design of the system to anticipate a vibration problem and to minimize its undesirable effects.

Balancing is defined here as the process of correcting or eliminating unwanted inertia forces and moments in rotating machinery. In previous chapters, we have seen that shaking forces on the frame can vary significantly during a cycle of operation. Such forces can cause vibrations that at times may reach dangerous amplitudes. Even if they are not dangerous, vibrations increase component stresses and subject bearings to repeated loads that may cause parts to fail prematurely by fatigue. Thus, in the design of machinery, it is not sufficient merely to avoid operation near the critical speeds; we must eliminate, or at least reduce, the dynamic forces that produce these vibrations in the first place.

In the previous chapters we learned how to analyze the kinematic characteristics of a given mechanism. We were given the design of a mechanism, and we studied ways to determine its mobility, its posture, its velocity, and its acceleration, and we even discussed its suitability for given types of tasks. However, we have said little about how the mechanism is designed – that is, how the sizes and shapes of the links are chosen by the designer.

In our studies of kinematic analysis in the previous chapters, we limited ourselves to consideration of the geometry of the motions and of the relationships between displacement and time. The forces required to produce those motions or the motion that would result from the application of a given set of forces were not considered. We are now ready for a study of the dynamics of machines and systems. Such a study is usually simplified by starting with the statics of such systems.

The large majority of mechanisms in use today have planar motion, that is, the motions of all points produce paths that lie in a single plane or in parallel planes. This means that all motions can be seen in true size and shape from a single viewing direction and that graphic methods of analysis require only a single view. If the coordinate system is chosen with the x and y axes parallel to the plane(s) of motion, then all z values remain constant, and the problem can be solved, either graphically or analytically, with only two-dimensional methods. Although this is usually the case, it is not a necessity. Mechanisms having three-dimensional point paths do exist and are called spatial mechanisms. Another special category, called spherical mechanisms, have point paths that lie on concentric spherical surfaces.

Gears are machine elements used to transmit rotary motion between two shafts, usually with a constant speed ratio. In this chapter, we will discuss the case where the axes of the two shafts are parallel, and the teeth are straight and parallel to the axes of rotation of the shafts; such gears are called spur gears.

In Chapters 2, 3, and 4, we concentrated entirely on problems that exhibit a single degree of freedom, and can be analyzed by specifying the motion of a single input variable. This was justifiable, since, by far, the vast majority of practical mechanisms are designed to have only one degree of freedom so that they can be driven by a single power source. However, there are mechanisms that have multiple degrees of freedom and can only be analyzed if more than one input motion is given. In this chapter, we will look at how our methods can be used to find the positions, velocities, and accelerations of these mechanisms.

Since velocity is a vector quantity, the change in velocity, Δ𝐕P, and the acceleration, 𝐀P, are also vector quantities – that is, they have both magnitude and direction. Also, like velocity, the acceleration vector is properly defined only for a point; the term should not be applied to a line, a coordinate system, a volume, or any other collection of points, since the accelerations of different points may be different.

The purpose of this chapter is to apply fundamentals – kinematic and dynamic analysis – in a complete investigation of a particular class of machines. The reciprocating engine has been selected for this purpose, since it has reached a high state of development and is of more general interest than most other machines. For our purposes, however, another type of machine involving interesting dynamic situations would serve just as well. The primary objective of the chapter is to demonstrate methods of applying fundamentals to the dynamic analysis of machines.

When rotational motion is to be transmitted between parallel shafts, engineers often prefer to use spur gears, since they are easy to design and very economical to manufacture. However, sometimes the design requirements are such that helical gears are a better choice. This is especially true when the loads are heavy, the speeds are high, or the noise level must be kept low.