Linkages geometry with GeoGebra and LEGO

by Zoltán Kovács

Abstract

A basic task of engineering is the problem of assembling mechanisms that make an element move along a prescribed path. In the modern era many applications still rely on classic methods that use belts, chains, ball bearings or shafts—all of these applications can be well modeled by mathematical means. In the talk we focus on mathematical modeling of mechanical engineering by using computer algebra for calculation and a LEGO compilation for supplementary experiments. We discuss some novel methods in the dynamic geometry software GeoGebra Discovery to study the motion of linkages from both the computation and the experimental views at the same time.

What is a mechanical linkage?


The variable stroke engine (Autocar Handbook, 1919, London), or windshield wipers, bicycle suspensions, hydraulic actuators for heavy equipment are clever and tricky ideas on using planar linkages to do something sophisticated. Pantographs are used in magnifying drawings.

Example: Bike reflector (tracing the cat's eye)





Constructing linkages that are based on algebraic setups

Algebraic: only polynomial equations with integer coefficients are allowed.

The simplest setup: a compass


All you need to draw a circle are: a sheet of paper and a G2 pen refill.

In fact, the drawn curve will be an incomplete circle, but always consider the Zariski closure of the appearing object.

Setup #2: a finger


This construction is not very useful. In fact, you should be able to draw a region of points. A so-called 3-bar linkage is therefore does not result in a solid curve.

Setup #3: A 4-bar linkage


So it seems to make more sense to add another bar and close the linkage. The gray bars would provide only circular shapes, but interestingly, all three inner positions of the white beam result in a non-exact circular arc.


When the grey bars show this crossed form and the pen refill is in the midpoint of the white beam, the obtained curve seems linear. This situation should be investigated by using more accurate means!


Since this is an algebraic situation, the algebraic equation of the drawn curve can be explicitly computed by an efficient algorithm:
\[x^6-24x^5+\ldots=\ldots\]
One can show (either experimentally, numerically or symbolically) that any part of the curve is neither an arc of a regular circle, nor a segment of a completely straight line. In fact, it is a sextic (a degree 6 polynomial) which plays an important role when describing 4-bar linkages.

Setup #4: Another 4-bar linkage: Watt's steam machine


We can compute this curve with GeoGebra by describing the situation step-by-step with algebraic translation.


Now type Eliminate({$1, $2, $3, $4, $5}, {f, g, m, n}) to get a list of equations that faithfully describe the situation after eliminating the unnecessary variables. The result, in our case, is a single element which is, again, a sextic!

I feel uneasy when facing sextics – is not there something simpler?

The good news: there is, the ellipsograph (setup #5)



Now you may want to play with the parameters. By dragging the sliders you can learn that the obtained formula is always an ellipse:
\[x^2+\ldots\]

How to create such applets in GeoGebra?

No. Name Toolbar Icon Description Definition Value
2 Number l Icon for mode Slider.Tool     l = 4
3 Point A Icon for mode Point.Tool Point on xAxis Point(xAxis) A = (-1.33, 0)
4 Circle c Icon for mode CirclePointRadius Circle with center A and radius l Circle(A, l) c: (x + 1.33)² + y² = 16
5 Number r Icon for mode Slider.Tool     r = 14
6 Point B Icon for mode Intersect Intersection of c and yAxis Intersect(c, yAxis, 1) B = (0, 3.77)
7 Line f Icon for mode Join Line A, B Line(A, B) f: -3.77x + 1.33y = 5.02
8 Point C Icon for mode DilateFromPoint B dilated by factor r / l from A Dilate(B, r / l, A) C = (3.33, 13.2)
11 Implicit Curve eq1 Icon for mode LocusEquation.Tool LocusEquation(C, A) LocusEquation(C, A) eq1: 49x² + 25y² = 4900
12 Segment g Icon for mode Segment.Tool Segment C, A Segment(C, A) g = 14

To simplify things, we skipped steps 1, 9 and 10 (and some later ones that do fancy details). Power users may want to learn how the overrun handling is implemented by downloading the applet and open it in GeoGebra Discovery after installing the program. (There is some JavaScript knowledge required.)

We emphasize that it is quite easy to create a minimal version of this applet. In fact, steps 7 and 12 do not play any role in the computation. Also, steps 2 and 5 help only in the generalization of the problem. That is, at the end of the day, one needs only the following steps to create the simplest version of the applet:

No. Name Toolbar Icon Description Definition Value
3 Point A Icon for mode Point.Tool Point on xAxis Point(xAxis) A = (-1.33, 0)
4 Circle c Icon for mode CirclePointRadius Circle with center A and radius l Circle(A, 4) c: (x + 1.33)² + y² = 16
6 Point B Icon for mode Intersect Intersection of c and yAxis Intersect(c, yAxis, 1) B = (0, 3.77)
8 Point C Icon for mode DilateFromPoint B dilated by factor 14 / 4 from A Dilate(B, 14 / 4, A) C = (3.33, 13.2)
11 Implicit Curve eq1 Icon for mode LocusEquation.Tool LocusEquation(C, A) LocusEquation(C, A) eq1: 49x² + 25y² = 4900

Exercises

  1. Prove that the Chebyshev curve does not contain any exactly linear segments on its quasi-linear part. (Use reductio ad absurdum and the fact that a polynomial equation has a finite number of solutions.)
  2. Prove the same for Watt's curve.
  3. Find some configurations of a 4-bar linkage that result in multiple curves, e.g. a conic and a quartic. (Use factorization to check that the curves are different algebraically, not just geometrically. Explain the difference by using the case of a hyperbola and its branches.)
  4. Is it possible to create a 4-bar linkage whose movement corresponds to exactly three curves, namely, three circles? If yes, how?
  5. For which parameters can we obtain a circle in setup #5? Prove your conjecture by using Thales' circle theorem.
  6. By using the previous exercise, generalize your result by using stretching and show that the ellipsograph indeed produces an ellipse.
  7. Build Chebyshev's lambda linkage – both as a LEGO construction and also as a GeoGebra applet. Prove that it produces the same curve as the above mentioned one.
  8. Build Hart's inversor and Hart's A-frame. Prove that they produce straight lines. (Use factorization after elimination.)
  9. Try the A2 pen refill by building some additional linkages shown on the GitHub page lego-linkages. In particular, build Peaucellier's linkage as another example to establish a straight linear motion.
  10. Prove that Peaucellier's linkage produces a straight linear motion. Use elimination or geometric inversion.

References

Acknowledgements

The author was partially supported by a grant PID2020-113192GB-I00 from the Spanish MICINN.

Zoltán Kovács
Linz School of Education
Johannes Kepler University
Altenberger Strasse 69
A-4040 Linz