Flexures Lecture Summary (unrefereed, unpublished) prepared by Brian Trease Compliant System Design Laboratory The University of Michigan ME599 – Compliant Mechanisms Winter 2004 April 30, 2004 TABLE OF CONTENTS INTRODUCTION AND BACKGROUND ................................................................................................. 4 TRADITIONAL (CONVENTIONAL) JOINTS VS. FLEXIBLE JOINTS ................................................................... 4 BENEFITS OF COMPLIANT JOINTS ................................................................................................................ 4 SHORT HISTORY.......................................................................................................................................... 4 SOME APPLICATIONS .................................................................................................................................. 5 KINEMATICS CLASSIFICATION – WHERE DO FLEXURES FIT? ....................................................................... 5 MOTIVATION – CHALLENGES / CRITERION ...................................................................................... 6 RANGE OF MOTION ..................................................................................................................................... 6 AXIS DRIFT ................................................................................................................................................. 6 OFF-AXIS STIFFNESS .................................................................................................................................. 7 STRESS CONCENTRATION ........................................................................................................................... 7 JOINT SURVEY ........................................................................................................................................... 7 SURVEY REFERENCES ................................................................................................................................. 7 JOINT REPLACEMENT CLARIFICATION ........................................................................................................ 7 SURVEY OF ROTATIONAL JOINTS ...................................................................................................... 8 NOTCH-JOINTS .......................................................................................................................................... 10 Spreadsheet Calculations .................................................................................................................... 13 Notch Joint Comparisons: leaf hinge, circular, and elliptical ............................................................ 15 BEAM-BASED REVOLUTE JOINTS .............................................................................................................. 15 Cross-strip Pivot ................................................................................................................................. 15 Cartwheel Hinge ................................................................................................................................. 17 Angled Leaf Springs ............................................................................................................................ 17 Two-axis hinges ................................................................................................................................... 18 Passive joints ....................................................................................................................................... 19 Q-joints ................................................................................................................................................ 20 Torsional Hinges ................................................................................................................................. 21 Split Tube Joint.................................................................................................................................... 21 Disc Couplings .................................................................................................................................... 22 Rotationally Symmetric Leaf Type Hinge ............................................................................................ 23 COMPLIANT REVOLUTE JOINT .................................................................................................................. 23 CR Joint Range of Motion ................................................................................................................... 25 CR Joint Stiffness Design Charts ........................................................................................................ 26 Open-Cross CR Joint........................................................................................................................... 29 SURVEY OF TRANSLATIONAL JOINTS ............................................................................................ 29 APPLICATIONS .......................................................................................................................................... 29 JOINT REPLACEMENT CLARIFICATION ....................................................................................................... 30 LEAF SPRINGS ........................................................................................................................................... 30 COMPLIANT TRANSLATIONAL JOINT ......................................................................................................... 31 CT RANGE OF MOTION ANALYSIS ............................................................................................................ 32 PARAMETRIC STUDIES / DESIGN TOOLS .................................................................................................... 32 Parametric Study ................................................................................................................................. 32 CT Joint Design Charts ....................................................................................................................... 33 OTHER NEW DESIGNS, VARIATIONS, AND CONCEPTS .............................................................. 34 OTHER COMPLIANT JOINT CONCEPTS ....................................................................................................... 34 COMPLIANT UNIVERSAL JOINT ................................................................................................................. 35 EMBEDDED SENSING ................................................................................................................................. 36 SERIAL CHAINS WITH CUSTOMIZABLE D.O.F. .......................................................................................... 36 MORE ON A GENERAL DESIGN METHODOLOGY ........................................................................ 37 APPLICATIONS / EXAMPLES ...................................................................................................................... 37 Motorcycle Suspension ........................................................................................................................ 37 Compliant Haptic 2-DOF Joystick ...................................................................................................... 39 Page 2 of 53 POTENTIAL APPLICATIONS ................................................................................................................ 41 ORTHOTIC DEVICES .................................................................................................................................. 41 ROBOTICS ................................................................................................................................................. 41 STATICALLY BALANCED MECHANISMS .................................................................................................... 41 DOOR, TRUNK, AND HOOD HINGES .......................................................................................................... 42 POSITIONING GIMBALS ............................................................................................................................. 43 HANDMADE COMPLIANT MECHANISMS FOR DEVELOPING COUNTRIES .................................................... 43 VIBRATION ISOLATION SYSTEMS............................................................................................................... 43 BOAT DOCKING MECHANISM ................................................................................................................... 44 OPTICAL MIRRORS AND ANTENNAS.......................................................................................................... 44 OTHER IDEAS ............................................................................................................................................ 44 PREVIOUS STUDENT'S COMMENTS/SUGGESTIONS .................................................................... 44 OPEN QUESTIONS (FUTURE WORK) .......................................................................................................... 45 FINAL COMMENTS ................................................................................................................................. 45 ORGANIZATION OF REFERENCES .................................................................................................... 46 TABLE OF FIGURES ................................................................................................................................ 47 REFERENCES............................................................................................................................................ 48 APPENDIX .................................................................................................................................................... 1 Page 3 of 53 Introduction and Background Traditional (Conventional) Joints vs. Flexible Joints Rigid mechanical connections, such as hinges, sliders, universal joints, and ball-and-socket joints, allow different kinematic degrees of freedom between connected parts. These are the building blocks of most of the mechanisms used in manufacturing, robotics, and automobiles, just to name a few technologies. However, the clearance between mating parts of rigid joints causes backlash in mechanical assemblies. Further, in all the above joints there is relative motion causing friction that leads to wear and increased clearances. A kinematic chain of such joints compounds the individual errors from backlash and wear, resulting in poor accuracy and repeatability. Flexible Joints (a.k.a. Flexures, Couplings, Flexure Pivots, Flex Connectors, Living Joints, Compliant Joints) Flexible joints (a.k.a. flexures) offer an alternative to traditional mechanical joints that alleviates many of their disadvantages. Flexures utilize the inherent compliance of a material rather than restrain such deformation. These joints eliminate the presence of friction, backlash, and wear. Further benefits include up to sub-micron accuracy due to their continuous monolithic construction. Such accuracy is important in many micro-, nano-, and bio-applications. The monolithic construction also simplifies production, enabling low-cost fabrication. The benefits of compliance in design are listed in the introduction section of any the published papers on compliant mechanisms and are stated again below. (http://www.engin.umich.edu/labs/csdl/pub.html) Benefits of Compliant Joints Compliance is inherent in all materials Improved Life o Friction, Backlash, Wear backlash Sub-micron accuracy Monolithic Construction Very Compatible with Planar Manufacturing No Assembly Needed No Noise No Lubrication Required Fewer Parts High Precision Repeatability wear friction Conventional Joint (BAD!) Short History In the last 50 years, many flexible joints have been researched and developed, most of which are considered one of two varieties: notch-type joints and leaf springs. Notch-type flexible joints (a.k.a. fillet joints) (Figure 1(a, b)) were first analyzed by Paros and Weisbord [1] in 1965 and have since become well understood by many researchers and designers. Today, notch-type joint assemblies are widely used for high-precision, smalldisplacement mechanisms. These joints have also been applied by Howell and Midha [2] to develop the field of pseudo-rigid-body compliant mechanisms. Page 4 of 53 Leaf springs provide the most generic flexible translational joint, composed of sets of parallel flexible beams (Figure 1(c)). In addition to high-precision motion stages, leaf spring joints are also widely used in medical instrumentation and MEMS devices . x z (a) planar notch (b) spherical notch joint joint (c) leaf-springs Figure 1. Basic Flexible Joint Components www.tribology-abc.com Some Applications – – – – – Small Displacements Positioning Stages Medical Applications MEMS Devices PRBM Compliant Mechanisms – Installation Misalignment – No Assembly Applications – Instrumentation Kinematics Classification – Where do flexures fit? Rigid Body Kinematics Pseudo-Rigid Body Model Fully Distributed Compliant Mechanisms It is important that we be clear on where compliant joints stand in the overall field of compliant mechanism kinematics, shown above. Flexures are usually analyzed based on the first category, Rigid-Body Kinematics. Thus, the kinematics are already determined and we are merely doing joint replacement. Even if there is not an existing mechanism, then at least we already have the RB kinematics design tools; joint stiffness only needs to be added. To say it in another way, mechanical degree-of-freedom is not influenced by joint stiffness. All of the kinematics is already established for us. With flexures, we are doing “joint replacement”. Motions are same as before, except there are now spring forces in our systems. Page 5 of 53 In a way, this is kind of the opposite of the CSDL’s current approach to compliant mechanism synthesis. Yet it is still very valuable in understanding the field as a whole and gaining insight into how flexures work. The other types of compliant mechanisms integrate deformation of their links into kinematics, thus a rigid body model doesn’t work and a new formulation is created. This will not be covered in this report. Motivation – Challenges / Criterion Rather than list the disadvantages of compliant mechanisms, it is better to see any drawbacks as “challenges” and make them the criteria by which we judge good flexures. 360 ? • • • • Range of Motion Minimal Axis Drift Off-axis Stiffness Stress Concentration • Size / Compactness • Manufacturability Figure 2. Flexure Design Criteria The benefits gained from using flexure joints come at the cost of several disadvantages that must be taken into account when designing. To overcome these drawbacks and develop better flexures, a set of criterion must be established for benchmarking. The four most important criterion are (1) the range of motion, (2) the amount of axis drift, (3) the ratio of off-axis stiffness to axial stiffness, and (4) stress concentration effects. Range of Motion All flexures are limited to a finite range of motion, while their rigid counterparts rotate infinitely or translate long distances. The range of motion of a flexible joint is limited by the permissible stresses and strains in the material. When the yield stress is reached, elastic deformation becomes plastic, after which, joint behavior is unstable and unpredictable. Therefore, the range of motion is determined by both the material and geometry of the joint. Axis Drift In addition to limited range of motion, most flexure joints also undergo imprecise motion referred to as axis drift or parasitic motion. For notch-type joints, the center of rotation does not remain fixed with respect to the links it connects. With translational flexures, there can be considerable deviation from the axis of straight-line motion. For example, a simple four-bar leaf spring experiences curvilinear motion. Page 6 of 53 Axis drift can be improved by adding symmetry to the design of a joint. However, this often increases the stiffness of the joint in the desired direction of motion. Further, more space is required to accommodate any symmetric joint components. Having minimal axis drift is essential to preserving the kinematics of the original mechanism when doing conventional joint replacement with flexures. Off-Axis Stiffness While most flexure joints deliver some degree of compliance in the desired direction, they typically suffer from low rotational and translational stiffness in other directions. A high ratio of off-axis to axial stiffness is considered a key characteristic of an effective compliant joint. Stress Concentration Most notch-type joints have areas of reduced cross-section through which their primary deflection occurs. Depending on the shape of these reduced cross-sections, the joints may be prone to high stress concentrations and hence a poor fatigue life. Refer again to Figure 1(a, b) for examples of flexures with stress concentrations. Joint Survey As mentioned, primitive joints previously developed typically fall into one of two categories: notch joints or leaf spring joints. These joints are often combined in assemblies and are most commonly used as revolute joints, universal joints, or parallel four-bar translational joints. Most commercially-available flexible joints are such derivatives of the primitive joints, with the addition of any variety of packaging and connections to suit particular engineering needs. For a detailed study of traditional flexures, including design methods, material selection, and geometry optimization, please refer to Lobontinu [4]. Survey References Most of the joints described in the following sections can also be found in the following resources. Please refer to these for further analysis, empirical data, and an even wider array of compliant joints. Full citations are found in the reference section. Flexures, by Stuart Smith (Book) [3] o A source of many of the equations provided in this paper Compliant Mechanisms, Design of Flexure Hinges, by N. Lobontinu (Book) [4] Design and analysis of notch joints Design of Large-Displacement Compliant Joints, by Trease (Paper) [10] o Summary and Comparison of many flexure joints Compliant Mechanisms, by L. Howell (Book) [2] o Another survey of several flexures with their basic design equations Joint Replacement Clarification What exactly are we doing when we design with compliant joints? When learning about compliant joints, it is beneficial to first understand how you will be using them when designing mechanisms. Usually, an already designed, traditional, rigid-body mechanism is considered. This mechanism may or may not have a spring as one of its components, as shown in the figure on the left below, in green. If there is a spring, then any point on the mechanism will seem to also have a stiffness, even though no Page 7 of 53 spring element is physically located at that point. This effective output stiffness is also shown in the figure below. The goal is to remove the existing pin joints (or bushings), replacing them with compliant joints to gain all the benefits listed in the introduction. Because of the joint compliance, the resulting system will also have an effective output stiffness, whether it is desired or not. If the original mechanism employed a spring, then the designer’s task is to match the effective output stiffness of each mechanism. The spring in the original mechanism is replaced by the stiffness in the joints in the new mechanism. ss tiffne s ” t u “outp s ffnes t” sti utpu “o Pin Pin ? ? Pin ? Pin Compliant Joints with torsional stiffness ? Figure 3. Conversion from Conventional to Compliant Joints in a mechanism If the original mechanism contains no spring, then the task is usually to minimize the effective output stiffness of the new mechanism. Calculating the effective output stiffness the original mechanism, requires knowledge of both the kinematics and the spring stiffnesses. Matching the original effective output stiffness the original mechanism, requires knowledge of the kinematics and manipulation of the joint stiffnesses as the design variables. Once the desired joint stiffnesses are known, the appropriate compliant joints can be selected and sized using the information detailed in the rest of this paper. With the joint equations, a number of sizing calculations can be run on the joints until all constraints are met. A single-joint can easily be “coded” in a Matlab program or even somtimes better, an Excel Spreadsheet, as demonstrated in the next section for circular notch joints. Survey of Rotational Joints Rotational joints are more numerous and more commonly used. This section will briefly describe many revolute flexure joints, provided equations for their stiffness, range of motion, and axis drift. Whenever possible, both the functional (a.k.a. desired, axial, primary) stiffness and the off-axis stiffness will be given. Divide the off-axis stiffness by the axial stiffness to get the stiffness ratio. High stiffness ratios indicate effective joints. Also note that the range-of-motion equations are based on the linear elastic failure of the joint material. Thus, these are equations relating maximum yield stress and moment. Finally, remember that low axis drift is critical to achieving precise kinematics. Page 8 of 53 Living Hinge Terminology Existing research and literature use a variety of terms to describe bending-based flexures. These include cantilever, notch, leaf, pivot, living hinge, and more. Each of these terms has a slightly different shade of meaning. Strict definitions are hard to find and are based either on length, geometry, function, or means of approximation. Typically, a beam is the basic structure for all these terms, defining their long, slender geometry which is capable of bending. Cantilever usually refers to a beam that is loaded at its end. A leaf (spring) is a beam specifically being used as a spring. Its kinematic quality may not be important. A pivot is a (short) beam that acts as a revolute joint. Its stiffness may not be important to the application, but still must be considered. A notch joint is so named for its appearance (and possibly the way it was manufactured). Most notch joints are pivots. They may have a rectangular or elliptical shape. A living hinge is also a pivot, but with a relatively small size. Its stiffness is so much lower than other stiffnesses in the system that it is considered zero. Thus, a living hinge can be modeled directed as a pin joint (although it may have considerable axis-drift). See Figure 4. Shampoo bottle lids are good examples of the definition of a “living hinge”; they are an application where precision and load-bearing capacity are non-essential, and low cost is most important. According to Howell, a living hinge becomes a small-length flexural pivot if it is sufficiently large enough in all dimensions. A small-length flexural pivot becomes a beam when it becomes more than 10% longer than the link to which it is connected. More Definitions • Smith, Chapter 4 • Howell, Chapter 5.8 • Small-Length Flexural Pivots, Howell, p.411 Figure 4: Examples of living hinges and small-length pivots (notch joints) Page 9 of 53 So, we see that terminology is mostly a function of size. As a designer, there are several issues of “scale” we consider at different size regimes. These include: Method of Mechanics Analysis Method of Kinematics Stress Stiffening Large-deflections Notch-Joints Notch joints have already been discussed and are shown again in Figure 5. Paros and Weisbord [1] first reported on the mechanical analysis of these joints in 1965. The four varieties of notch cut (Circular, Elliptical, Rectangular, Filleted) are shown in Figure 6. Figure 5. Some of the Basic Notch Joints Figure 6. Varieties in the transition from cantilever joints to circular notch joints Paros and Weisbord first developed the equations for stiffness and range of motion of the circular notch joint. Smith has derived general equation for any elliptic notch-joint. Smith’s equations approximate Paros’s equations at the limits: eccentricity = 0 → rectangular joint; eccentricity = 1 → circular joint. Page 10 of 53 Figure 7. Notch Joints for which Smith provides equations Before the general equation is given, the original equations for the rectangular and circular joints are shown below, beginning with the rectangular joint. In all joints, “b” is the out-of-plane dimension. ax L t ax Figure 8. Rectangular Notch Joint with stiffness and range-of-motion equations. (z-axis is out-of-plane) L The off-axis stiffnesses are the same as those of a beam, and can be calculated easily from most mechanics textbooks. t Circular Notch Joint and Equations ax D L t Figure 9. Circular Notch Joint Stiffness of Circular Notch Joint Calculations Page 11 of 53 t t 2a x 2 L Range of Motion (Stress-Rotation Equation) f ( ) Maximum Load-Carrying Capability (Stress-Moment Equation) Elliptical Notch Joint – Generalized Parametric Equations The next set of equations are for elliptical joints, pictured below. Figure 10. Elliptic Notch Joint Elliptical Joint Stiffness for small beta f ( ) Page 12 of 53 3 (2 )5 / 2 3 (2 )5 / 2 The other 5 off-axis stiffnesses are also given: Note that these equations can also be used for circular notch joints by appropriately setting = 1. At this time, the Smith book does not provide range of motion formulas for the elliptical notch joint. Spreadsheet Calculations A methodology for optimizing a design utilizing notched joints has high value in aiding the design process. For instance, the equations can be organized in a spreadsheet analysis in order to optimize and compare different material/geometry configurations. Figure 11 below demonstrates a simple example of such an analysis for a circular notched joint. Page 13 of 53 Inputs Material Properties Type Modulus of Elasticity Yield Stress Ultimate Stress Description 6061-T6 Units psi psi psi 10000000 39900 45000 Joint length Joint thickness Flexible hinge thickness Applied moment to hinge Desired hinge rotation angle Units in in in in-lb deg 0.531 0.015 0.500 0.5 2.00 Desired hinge rotation angle Circular joint radius rad in 0.028226676 12446.5 0.03 0.266 Joint rotational stiffness Joint stress due to rotation in-lb/rad psi 19 35644 % % 1.10 1.25 1.8 1.0 ax D L t Joint Geometry L t b M Theta Outputs Calculated Parameters Beta f(Beta) Theta ax Joint properties Krot Stressrot Margins Factor of Safety to Yield Factor of Safety to Ultimate Margin of Safety to Yield Margin of Safety to Ultimate Figure 11: Spreadsheet Analysis of a Circular Notched Joint The inputs to this spreadsheet analysis are the basic material properties and joint geometry (both physical and operational parameters). The outputs are the joint stress and rotational stiffness. In addition, the margin of safety to material yield and ultimate are calculated with user defined factors of safety. Using the goal seek tool within Excel allows for simple configuration comparisons. For example, joint stress due to rotation for a circular notch joint is a function of joint length L, joint thickness t, material modulus E, and joint rotation Ө. Thus, for a given material stress any one of these four parameters can be optimized while holding the other three constant. So, if the designer desires a joint made of 6061-T6 Al with a thickness of 0.015” and a maximum rotation angle of 2 degrees they can determine the length using goal seek while maintaining positive stress margins in the joint. Again, this is only one simple example of the type of comparison analyses that can be performed but it demonstrates the usefulness if there are particular design constraints that must be satisfied. This spreadsheet can also be expanded to include calculation of off-axis stiffness/stress for further joint performance evaluation. Page 14 of 53 Notch Joint Comparisons: leaf hinge, circular, and elliptical Leaf hinge notch joint Design for stiffness Circular notch joint 3 t K ax K t Elliptical notch joint 5 2 ax K t 5 2 ay ax Note that all K's are proportional to E and b Design for stress E: material modulus b: out-of-plane thickness t ax t ax N/A in the handout Note that all 's are proportional to E, but independent of b t: minimum in-plane dimension of the hinge ax: half of the hinge length ay: length of minor axis in elliptical joint For the same E, b, t, and ax, the stiffness and maximum stress comparison are as follow: Stiffness comparison: leaf hinge < elliptical < circular Stress comparison (for the same range of motion θ): leaf hinge < elliptical < circular The stress of the elliptical design is estimated from the circular notch hinge, because the circular design is a degenerate version of elliptical one. So, when the design requires high stiffness and small range of motion, pick the circular notch joint; for low stiffness and larger range of motion, pick the leaf hinge joint. The elliptical joint has intermediate stiffness and range of motion (stress). Using the above table, the notch dimensions (t and ax) can be designed to achieve desired stiffness and reduce stress. Another Point of View on Design… The selection of the notch type depends on the type of application it will be used for. If we assume that, for a typical application, kinematics requirement limits the value of ax and the main function of the notch is to produce a desired motion against a small load, elliptical and rectangular notch will provide lower stiffness, and hence, more suitable for this application than a circular notch. However, a rectangular notch has a stress concentration at sharp corners, leaving an elliptical notch the most suitable for this application. On the other hand, if the range of motion is small and the load is large, a circular notch will be more suitable than the others. Beam-Based Revolute Joints Leaf springs can also be used in a variety of ways to create revolute joints, as shown in Figure 12, Figure 15, and Figure 16. 2(c) is also recognized as the well-known “free-flex” or “cross-spring” pivot, commercially available in many forms (See Figure 12.) Cross-strip Pivot The cross-strip pivot is also a very old design, first described by Haringx [9] in 1949. It was designed to have a better range of motion than notch joints. However, it suffers from considerable axis drift, calculated in the equations below. The center of rotation moves while the joint undergoes its large deflection. Page 15 of 53 Figure 12. Commerical “Free-Flex” Joint Bendix Corporation Figure 13. Cross-Strip Joint Range of Motion and Stiffness Equations max 2L t max Et 24 L ; KM n EI EI tot L L ; n=total number of strips Axis Drift (Center of Rotation Movement) Note: L is the same as “a” in Figure 13. For alpha = 45 degrees Figure 14 shows dimensionless axis drift (p/L) as a function of angular deflection. Figure 14. Axis Drift in the Cross-Strip Pivot For more information on the cross-strip pivot, see these references: • Smith, p.192 • Howell, p.189 – “Cross-Axis Flexural Pivot” Page 16 of 53 Cartwheel Hinge Taking the cross-strip pivot and “welding” the strips together results in the planar cartwheel hinge. This is generally an improvement of design, although it may be more difficult to manufacture. See Smith, p. 199. Figure 15. Cartwheel Hinge Design Equations: Stiffness, Range of Motion, and Axis Drift k M 4 EI R max M max t Et 12 R p R 2 2 30 Cross-strip vs. Cartwheel hinge For two similar scale joints (L=2R) Cartwheel hinge is stiffer than cross-strip joint Cartwheel hinge has a smaller range of motion Cart wheel hinge has a smaller axis drifting They are both more scalable than notch-type hinges, but the cross-strip joint may be more difficult to manufacture. Angled Leaf Springs Kyusojin and Sagawa [5] developed several more revolute joints based on leaf springs. These generally have a good range of motion, but can be bulky and difficult to implement in a mechanism. The “2R” joint has lots of parasitic motion (axis drift), while the “6R-1” has much less. The “6R-2” theoretically has no parasitic motion. Figure 17. “6R-1” Angled Leaf Spring Figure 18. “6R-2” Angled Leaf Spring Figure 16. “2R” Angled Leaf Spring A. Kyusojin and D. Sagawa, “Development of Linear and Rotary Movement Mechanism by Using Flexible Strips,” Bulletin of Japan Society of Precision Engineering, Vol. 22, No. 4, Dec. 1988, pp. 309-314 Page 17 of 53 Two-axis hinges As depicted in the following table, there are also many flexures that allow compliance about more than one axis. The two axes of compliance are shown in the adjacent schematics. It may be easier to think in term of the schematics first (based on your design requirements), then find an appropriate hinge. See Christine Vehar’s lecture summary on Precision Mechanisms for more possibilities in stacking orthogonal parallelogram mechanisms more multiple axis stages. Two rotational, orthogonal compliant axes represent a universal-joint, of course, shown in Figure 21 and Figure 22. The joint shown in Figure 20 may be a universal joint or a spherical joint, depending on the thinness of the narrowest cross-section. Paros and Weisbord studied these 2-axis joints. Smith also considered them (p. 206, 212, 217), included effective notch/moment-arm stiffness calculations for the joint in Figure 21 (p. 217). Page 18 of 53 Figure 19. 2 Compliant Axis Hinge from Smith x z Figure 20. Spherical Notch Joint (3 D.O.F.) Figure 21. Compliant Notch Universal Joint Figure 22. Co-linear Notch U-Joint Passive joints Passive joints (Figure 23) are contact/sliding joints, described by Howell and sometimes used in PRBM-based compliant mechanisms. They can be thought of as force-closed conventional hinge joints. They are sometimes helpful in design, but not ideal because they utilize contact forces, which cause friction. Further, with relative motion, it is possible that the kinematics may change, invalidating your design models. They can, however, Page 19 of 53 greatly increase load carrying capability in some applications. So, you should know it’s out there and that passive joint have been used to solve some problems. Figure 23. Passive Joint in a Compliant Crimping Mechanism Q-joints Thus far, it would be difficult to use any of the described joints where two beams are intersecting. This problem is solved by the quadrilateral-joint or Q-joint. • 2 Types – Parallelogram (Figure 25) – Deltoid (adds mechanical advantage) • Howell, p.186 Figure 24. Examples of rigid segment joined somewhere besides the ends, including (a) scissors, and (b) a pantograph. The parallelogram form (Figure 25) constrains the angles of opposite links to be equal, thus transmitting equal angle across the joint. The deltoid form performs similarly, while adding mechanical advantage to the joint. Page 20 of 53 Figure 25. (a) Parallelogram Q-joint, and (b) example of its use with a compliant pantograph mechanism. Torsional Hinges • What is the difference between torsional and revolute joints? The difference is based on where the compliance is coming from. In Figure 26 below, we see the 3 degrees-of-freedom of a beam. Thus far, we have only been using R1 and R3 in our revolute joints. Torsion is deflection about R2, and can also be used in revolute joints. For this, the R2 axis must point out of the plane of the mechanism, and the proper attachment is required. Torsion based joints are considered to have more distributed compliance than bending based joints. (See Howell, p. 62, 190.) • Conversion from Torsional to Revolute Joint – Results in 3-D out-of-plane geometry – Kinematics and Analysis remain planar, 2-D R1 R2 R3 3 Degrees of Freedom Figure 26. The Effective Degrees of Freedom of an Elastic Beam • Closed vs. Open Shells Not only rectangular beams can serve as torsion joints. Square, circular, and hollow cross-sections can also be used. A hollow-beam is also called a closed shell. An open shell is formed by cutting a slit lengthwise along a hollow beam, resulting in very low R2 compliance while maintaining the high off-axis stiffnesses of a closed shell. This concept has been developed by Goldfarb, described in the next section. Split Tube Joint The split-tube joint was developed by Michael Goldfarb [7]. It has the off-axis stiffness of a cylinder and very little torsional stiffness. Further, it has almost no center of rotation drift when the connected links are fixed along the line of center of rotation, shown in Figure 27. (Also see Howell, p. 193) Page 21 of 53 Figure 28. Center-loaded configuration Figure 27. Goldfarb Split-Tube Joint This joint offers the off-axis stiffness of a solid circular tube while having a low torsional stiffness. While the axis drift of a split-tube is small, it is not zero. Perfect rigidity would require infinitely thin line contact between the connecting link and the tube. Further, this joint exhibits a tradeoff between range of motion and off-axis stiffness. Under large displacements, the gap separation increases and the tube warps out of circular shape, reducing the off-axis stiffness. Disc Couplings Disc couplings are 3 degree-of-freedom joints, usually used as compliant replacements to traditional universal joints, while also adding an axial degree-of-freedom. (See Smith, p. 291) The purpose of these joints is to transmit torque from one shaft to another, even when the shafts connect at an angle. The axial degree-offreedom allows for some play during assembly of a system, and is also useful for self-alignment applications. Note: torque transmission performance is often rated in terms of energy efficiency. Any design using compliant u-joints will have lower energy efficiency due to the energy required to deflect the joint. Not all energy is lost though, as that stored energy is used to return the spring back to its original position. Figure 29. Inner-to-outer Edge Disc Coupling Page 22 of 53 Figure 30. Outer-edge Disc Coupling Rotationally Symmetric Leaf Type Hinge The function of this joint is the same as the previous two, but the form is different. The joint can be created simply by machining notches in the sides of a tube. Figure 31. Axial Plunge Leaf-Spring Universal Tube Joint, Smith, p.308 Compliant Revolute Joint The Compliant Revolute (CR) joint, developed at the University of Michigan Error! Reference source not found. and shown below, maintains zero axis drift under moment-loading. Of all the flexible revolute joints, it is the only one to have a large range of motion combined with a high ratio of off-axis stiffness to stiffness in the desired direction of motion. In comparison, the rotation axis of a popular cross-spring pivot (Figure 1(c)) of comparable size to a CR joint (diagonal leaf-springs 114mm long) drifts 5.5mm while rotating through 40 degrees. (See Haringx [9] for design tables.) Even under typical axial loading, the proposed compliant joint’s axis of rotation drifts only nanometers. Page 23 of 53 Motion Axis Figure 32. UM Compliant Revolute Joint (a.k.a. Center-Moment CR, Segmented Cross CR) Motion Axis Cruciform Hinge Figure 33. Primitive Design Form used to create CR joint (See Smith, p. 204) Most of the stiffness components of the CR joint, except for the primary rotational stiffness, can be calculated with standard beam formulas. An empirical formula for the rotational stiffness of a cruciform hinge, accurate to within 4%, is described by Smith [3]. A cruciform hinge is a torsion bar with a cross-shaped cross-section, depicted in Figure 33. The CR joint is considered as two cruciform hinges used in parallel (Figure 32), thus having twice the axial, bending, and torsional stiffness suggested by Smith, and 8 times the bending/rotational stiffness. Due to symmetry and loading at the center, the resulting 6x6 spatial stiffness matrix is purely diagonal. The six diagonal elements, based on the coordinates of Figure 38 are given in Table 1. “w” and “t” represent the width and thickness, as labeled in Figure 34. width Figure 34. CR Joint Cross-Section parameters Table 1. Analytic CR Joint Stiffness Formulas (closed cross) Page 24 of 53 Torsional Stiffness k66 (Mz/z) w 4G t 0.373 t 3L 4 Bending / k44 (Mx/x), Rotational 8 EI/L k55 (My/y) Stiffness Bending k11 (Fx/dx), 24 EI/L3 Stiffness k33 (Fy/dy) Axial k22 (Fz/dz) 2 AE/L Stiffness 3 3 Note 1: Ix = Iy = I = 1/12*(wt + tw – t4); A = 2wt – t2 Note 2: Displacements, di, are at the joint center Figure 35. Schematic to demonstrate joint-replacement using a CR joint A motorcycle suspension example using the CR joint, created by Cavin Daniel, is shown later in this paper (Figure 61). 1st connecting link Motion Axis Motion Axis ribs 2nd connecting link (a) End-Moment CR Joint (b) Center-Moment CR Joint Figure 36. Cross-Type Compliant Revolute Joints (Patents Pending) It is also possible to use the CR in an “end-moment” configuration, shown in Figure 36. This allows for the design of serial chains of compliant joints for customized degrees-of-freedom, also discussed later in this paper (Figure 58). CR Joint Range of Motion If max (yield strength in shear) is known for a given material (based on its yield strength), then the last equation below can relate that value to maximum rotation of a CR joint of known dimensions. Page 25 of 53 max Q T Q (for circles, Q = J/r; J = polar moment of inertia) U 2t 2 2 w 2t 2 3U 1.8t 3w 0.9t max max Q k max (Norton, 2000) [10] L 2Gt (1 0.3 t )(1 0.373 t ) w w In practice, a fillet must be used in the CR joint to alleviate the stress concentrations and increase the range of motion. Analysis of a fillet is shown in the next figure. Such a fillet can increase the range of motion by 30%, while only causing small increases in the torsional stiffness. Note that the analytic equations typically overestimate the range of motion by 10 to 15%, causing the increase in range of motion to appear even larger than 30%. However, fillets are required to increase range of motion 30% increase in R.O.M. Figure 37. FEA of fillet used in CR joint CR Joint Stiffness Design Charts Many parametric studies were performed on a numerical model of the CR joint to create a catalog of graphs that serves as a quick and effective design tool for sizing new joints. These charts are presented to the designer to be used in an iterative fashion when designing joints. In a sense, the catalog is a low-level metamodeling effort: the stiffness functions are too complex to calculate analytically; too slow to calculate numerically. It is easier to fit a curve to the answer than to recalculate it at every step. The motivation for parametric studies is more thoroughly described later in the Compliant Translational Joint section, with some demonstrations. Nine dual-parameter studies were done with the titanium CR joint, represented by 3-D surface plots of the output variables. The nine studies consisted of three groups to evaluate: Torsional Stiffness (Mz/z), Bending Stiffness (Fx/dx), and Bending/Rotational Stiffness (My/y). In each of these studies, the following three combinations of parameters were inspected: Width and Length Thickness and Length Width and the Ratio of Thickness to Width (RTW) Page 26 of 53 Of the 9 studies, several significant ones are included in this report. As with the CT joints, these parametric studies serve as design charts to aid in creating new joints. Interested readers may contact Brian Trease or the Compliant System Design Lab to obtain the complete set of design charts. Figure 38. Parameterization of the CR joint and x-y-z axes for stiffness calculations 3600-4000 3200-3600 2800-3200 2400-2800 2000-2400 1600-2000 1200-1600 800-1200 400-800 0-400 3 Width (mm) 9 15 27 4000 3600 3200 2800 2400 2000 1600 1200 800 400 0 21 Torsional Stiffness (N-m/deg) The first quantity considered reflects the desired motion of the joint: torsional compliance. To maximize the desired compliance, the torsional stiffness, illustrated in Figure 39 and Figure 40, must be minimized. The first plot indicates that stiffness decreases nonlinearly with respect to width when the RTW is constant and vice versa. 10 30 50 9 70 0 Percent Ratio t/d Figure 39. z-Rotational Stiffness of CR Joint (beam length = 50mm) Figure 40 shows the combined effects of beam length and width on the torsional stiffness. Beam width has only a linear effect on stiffness for a given beam length. However, beam length nonlinearly decreases the stiffness for a given width. Page 27 of 53 45 2.4-2.7 2.1-2.4 1.8-2.1 1.5-1.8 1.2-1.5 0.9-1.2 0.6-0.9 0.3-0.6 0-0.3 Width (mm) 5 10 0 80 Length (mm) 60 40 25 20 Torsional Stiffness (N-m/deg) 2.7 2.4 2.1 1.8 1.5 1.2 0.9 0.6 0.3 0 Figure 40. z-Rotational Stiffness of CR Joint (thickness = 1mm) 8 7 6 5 4 3 2 1 0 7-8 6-7 5-6 4-5 3-4 2-3 1-2 0-1 20 30 40 50 60 70 80 90 100 y-axis Rotational Stiffness (kN-m/deg) While the first two plots suggest small widths, small thicknesses, and long beams for minimal torsional stiffness, these conflict with the requirements for maximum off-axis stiffness. This requires referring to Figure 41, which shows the rotational bending stiffness. From the plot, it is evident that maximum bending stiffness requires shorter beams with thicker flanges. This contradiction verifies the need for a design tool to balance both objectives. Length (mm) 9 5 1 13 17 Thickness (mm) Figure 41. y-Bending/Rotational Stiffness of CR Joint (width = 20mm) Figure 42 shows the stiffness of the CR joint when it is loaded as a fixed-fixed beam with a perpendicular force (i.e. x-direction) applied at its center. Increased width and reduced length are required to increase the x-axis stiffness. The effect of width is nearly linear for a given length, but the length has a nonlinear effect for a constant width. Page 28 of 53 105-120 90-105 75-90 60-75 45-60 30-45 15-30 0-15 120 105 90 60 45 30 15 0 20 30 40 50 60 70 80 90 100 x-Axis Stiffness (kN/mm) 75 Length (mm) 45 35 25 15 Width 5 (mm) Figure 42. x-Bending Stiffness of CR Joint (thickness = 1mm) Open-Cross CR Joint The open-cross CR joint is designed with the same principles of the original in mind, while removing all the stress concentrations completely, greatly improving the range of motion. It was developed by Brian Trease and Audrey Plinta. Though it has not yet been published, the design equations are given below. Since the structure is now composed essentially of only rectangular beams, modeling is much easier. We have also created a useful, parametric model of this joint with ADAMS software, which you may contact us about using. Thickness (t) Width (w) gap Figure 43. Parametric Model of the Open-Cross CR Joint (cross-section) Torsional [N-mm/rad] Mx/x Bending [N/mm] Fy/dy, Fz/dz Axial [N/mm] Fx/dx Table 2: Analytic Stiffness Table 24 EI1(w+g)2/L3 + 8 GK/L 48 E(I1+I2) / L3 2 AE/L Range Of Motion [rad] 0.577*ysL2Q / [2.25(EQt)2(w+g)2 + 3(KGL)2]1/2 3 3 Note: I1=1/12*wt ; I2=1/12*tw ; A=4wt; K = wt3/16 [16/3 – 3.36 t/w (1-t4/ (12w4))]; Q = w2t2/[3w+1.8t] E~Young’s Modulus; G~Shear Modulus; ys~Yield Strength Survey of Translational Joints Many mechanisms also use translation joints, such as sliders, rails, or linear bearings. As with revolute joints, there are many advantages to using compliant joint in these situations when appropriate. Applications • Positioning Mechanisms • Measurement Systems Page 29 of 53 • • • • Optical Alignment Parallel Kinematic Machines (Stewart Platforms) Precision Guides Tracks Joint replacement clarification Once again, the following figure demonstrates what is meant by joint replacement with compliant joints. Note that the new design on the right will have an effective output stiffness, whether or not there was one in the original system. Pin ? Pin Slider ? ? Figure 44. Conversion from Conventional to Compliant Joints in a mechanism Leaf Springs Most of the existing translational joints are based on a parallel four-bar building block. Their flexibility is derived from leaf springs (Figure 46(a)) or notch joints (Figure 46(b)). This is schematically shown in Figure 45. The geometry constrains the R2 degrees-of freedom, while the parallelogram shape unites the remaining degrees-of-freedom together to create a curvilinear motion. The compound four-bar joints in Figure 46(c) and Figure 46(d) deliver a larger range of straight-line motion. All four joints have acceptable off-axis stiffness, but the range of motion is very limited, even for the compound joints. R1 R2 R3 fixed ends translation FigureFigure 1. One45. DoF Configuration for Translation One D.O.F. Configuration for Translation Page 30 of 53 (c) (a) (b) (d) Figure 46. Conversion from Conventional to Compliant Joints in a mechanism The application of these joints as stages in high-precision mechanisms is somewhat of a field in its own. Please refer to the lecture summary by Christine Vehar on Precision Mechanisms for more information. Compliant Translational Joint Y. Moon and S. Kota from the UM Compliant Systems Design Laboratory designed the Compliant Translational (CT) Joint as an improvement to other translational flexures. This joint uses redundancy to attain high off-axis stiffness ratios and zero axis drift. Figure 47. UM Compliant Translational Joint (undeflected and deflected) Benefits • Range of Motion increased – Having multiple thin beams further increases the range of motion – allows for greater displacements before local joint yielding • Over-constrained 5-Bar Design – Ensures parallelism – Less Compression in Members Example Range of Motion of ABS Plastic CT Joint The joint on the right in Figure 47 shows the range of motion of an example CT joint. The parameters are listed below. Page 31 of 53 Dimensions: (w = 10mm, t = 0.8mm, beam length = 35mm) Material: (ABS; E = 2480 MPa, σy = 34.5 MPa) Results: stiffness = 1.8N/mm, range of motion = 11.4mm, maximum load = 39N The only reliable stiffness equation for the CT joint is the axial stiffness (in the direction of desired compliance): k axial( spatial) Et 3 w 6 3 LB CT Range of Motion Analysis The range of motion of a single beam is xb. The joint’s range of motion, xt, is twice this. 1 L2 y 3 t E xt 2 xb ; 2 L2 y 3 t E 18-20 16-18 14-16 12-14 10-12 8-10 6-8 4-6 2-4 0-2 3 Beam Thickness (mm) 2.5 2 1.5 1 20 18 16 14 12 10 8 6 4 2 0 0.5 Joint Range of Motion (mm) xb 45 35 25 15 Beam Length 5 (mm) Figure 48. aluminum (σy/E = 414/73100 = 0.0057) The range of motion is a function of only three parameters: beam length, beam thickness, and material (σy/E). Figure 48 shows a plot of the range of motion for an aluminum CT Joint. The maximum load-carrying capability of any joint can also be determined: Fmax( spatial) 12 wt 2 y 3L Parametric Studies / Design Tools Parametric Study The catalog of graphs obtained from the parametric studies serves as a quick and effective design tool for sizing new joints. If a maximum axial stiffness (Fx/dx) or minimum lateral stiffness (Mz/z or My/y) is specified, that value can be found on the vertical axis of the corresponding graph. For example, when attempting to meet a given axial stiffness, the given value corresponds to a horizontal plane cut through the graph. Many of these Page 32 of 53 planes are already shown in the following figures (e.g. the 200N-m/deg line in Figure 52). Any point located below this plane indicates the feasible design space left to meet any other design specifications. y x Figure 49. Parameterization used in CT Joint Parametric Studies A designer may next wish to go to the lateral stiffness graph and find the greatest lateral stiffness that can be achieved from the subspace determined by the previous graph. This technique requires only a few iterations and can be used to meet stiffness requirements, spatial limitations, and weight limitations. The slope of a graph at any point also gives the designer an idea of what changes may be implemented to improve future designs, and by what degree. The parameters studied include the interbeam spacing (L2), the length of the input/output arms (L1), and the beam dimensions (width, thickness, and length). Variations of these parameters were analyzed for their effect on axial and lateral stiffness. CT Joint Design Charts Four studies were performed with the CT joint model, using aluminum material properties. Three of these considered parametric effects on the moment-loaded lateral stiffness (N-mm/degree) and are shown in Figure 50 through Figure 52. For the designs in Figure 50, the cross-section is held constant: width = 10mm and thickness = 2mm. It is noted here that the gap between the two halves of the joint (L3) does not effect the moment-loaded lateral stiffness of the joint. Lateral Stiffness (N-m/deg) 2500 2000 1500 1000 500 0 0 10 20 30 Space between Beams (mm) Figure 50. Lateral Stiffness of CT Joint (thickness = 2mm, width = 10mm) Page 33 of 53 40 600 540 480 420 360 300 240 180 120 60 0 4 5 540-600 480-540 420-480 360-420 300-360 240-300 180-240 120-180 60-120 0-60 3 Beam Length (mm) 2 90 30 40 50 60 70 80 Lateral Stiffness (N-m/deg) In Figure 51, the gap is constant at 30mm, the interbeam spacing is 5mm, and the beam width is 10mm. In Figure 52, the gap and interbeam spacing are held at the same values, but the beam thickness is instead fixed at 1mm. 1 Beam Thickness (mm) Figure 51. Lateral Stiffness of CT Joint (width = 10mm) 360 320-360 280-320 240-280 200-240 160-200 120-160 80-120 40-80 0-40 80 60 70 Beam Length (mm) 50 30 40 240 200 160 120 80 40 0 20 Lateral Stiffness (N-m/deg) 320 280 45 35 25 15 Beam Width 5 (mm) Figure 52. Lateral Stiffness of CT Joint (thickness = 1mm) Due to the assumption of rigid connecting members, L2 and L3 have no effect on the axial stiffness of the joint. This is evident by visual inspection of the joint. Other New Designs, Variations, and Concepts Other Compliant Joint Concepts The CR joint in Figure 36(b) requires a large space in the direction of the axis of rotation (motion axis). While this may be acceptable for some applications, others may be limited by different size constraints. An alternate CR joint configuration, shown in Figure 53, allows for the tradeoff of joint footprint in the xy-plane and joint depth in the z-direction. Page 34 of 53 1st connecting link z x y 2nd connecting link Figure 53. Alternate CR Joint Conceptual Design (Patents Pending) Compliant Universal Joint To further increase the library of compliant joints for the design of generic mechanisms, two CR joints are concatenated to create a compliant universal (CU) joint. Figure 54. CU Joint Conceptual Design (Patents Pending) The CU joint allows only two rotational degrees of freedom, as does its traditional mechanical counterpart. However, a Compliant Spherical (CS) joint with 3 degrees of freedom can be built by connecting CU and CR joints as demonstrated in Figure 55. Figure 55. CS Joint Conceptual Design (Patents Pending) Page 35 of 53 Embedded Sensing Other work includes the integration of embedded sensors for deformation feedback, allowing for increased precision and repeatability in the micro- and nanometer range. Figure 56. Position tracking with sensors Figure 57. Close-up of CU joint with embedded sensors With embedded sensors we take advantage of continuous deformation of the material, while other sensors often utilize digital encoding. The above fabrications were created by Michael Peshkin from Northwestern University. Serial Chains with Customizable D.O.F. Compliant Joints can be used in a different manner (other than joint replacement) to achieve customizable degrees-of-freedom in serial chains. A chain like to one shown on the left in Figure 58, contains two CU joints, one CT joint, and one end-moment CR joint, for a total of six degrees-of-freedom. This chain can be designed for specific use in a parallel kinematic platform, such as the one shown in the figure on the right. Page 36 of 53 Figure 58. Serial Chain of Compliant Joints; used in a parallel kinematic platform This design method was developed by Yong-Mo Moon from The University of Michigan. It is detailed in his dissertation and in this paper: Moon Y.M, Design of Compliant Parallel Kinematic Machines, DETC2002/MECH-34204 More on a General Design Methodology Again, our whole approach to using compliant joints is in joint-replacement. There are two main types of design problems. The first is Spring Replacement, when we wish to use to stiffness in our joints to replace the stiffness of an external spring. We are killing two birds with one stone by removing both the pin joints and the external spring (which required its own pin joints) from the system. This was described in the clarification section before the survey portion of this paper. The other general problem is Minimal Stiffness design, when stiffness is not intended to be part of the final design. It is desired to keep the stiffness below a threshold level, at least in the desired directions of motion. Minimal Output Stiffness Design No initial spring Try to force stiffness to “unused” (off-axis) directions Must keep track of how do input force requirements change Friction forces eliminated (can eliminate noise; simplifies control scheme) Applications / Examples Motorcycle Suspension A suspension usually consists of a 4-bar mechanism connected to an external spring. (This type of application is begging for compliant joint replacement!) A cartoon of a commercial motorcycle suspension is shown in Page 37 of 53 Figure 59. The spring and the tire are both attached to the same link. This project was the Master’s project of Cavin Daniel while at the University of Michigan. Using both statics and kinematics, the effective stiffness that the tire feels must first be determined. Once this is determined, the compliant joints of the new system are appropriately sized to provide them same output stiffness to the tire. This joint sizing operation again involves a coupled statics / kinematics analysis. (Kinematics to understand how much each joint rotates relative to the others, and statics to translate the joint moments to the output). The links do not change during this process (the original mechanism is considered sufficient). Figure 59. Motorcycle Suspension (4-Bar Mechanism with spring) Degrees of Freedom & Possible Constraints At this point, there are more design degrees of freedom (i.e. design choices, not kinematic degrees-of-freedom) than constraints. Each joint stiffness is one design choice, for a total of 4. As is, there is only one goal: output stiffness in the direction of motion. While this means that there are many solutions to this problem, an intelligent designer can take advantage of these extra degrees of freedom. Additional constraints can be added to the problem description, to either make a cheaper product or a more functional product: Constraints that reduce the Degrees of Freedom 1. Require All Joints Same Size 2. 3 Joints are a “Standard” Size, 4th is “Custom” Constraints the increase the number of total constraints 3. Stiffness Goals in Multiple Directions 4. Stiffness Goals at Multiple Points 5. Maximize Off-axis Stiffness 6. Minimizing Size of the Joints 7. Tuning joints for desired natural frequency of the system 8. Minimize the output sensitivity to variations in any single joint 9. Non-linear load/deflection curve matching 10. Can you find any others? Go find others! Choice number 6 was used in the design of the motorcycle suspension. Data was attained from the manufacture for the actual stiffness-deflection relationships in commercial suspensions that provide the best feel/performance. This curve is shown as a black dotted line in Figure 60. Page 38 of 53 Stiffness From Analysis of Original System or From Manufacturer’s Requirements Swingarm Displacement Figure 60. Possible Stiffness-Displacement Relationships The other curves in the above figure show some of the curves that Cavin was able to achieve by iteratively adjusting the 4 joint stiffnesses. After generating enough curves, it was easy to choose the curve (and parameters) that best meet the desired performance curve. Figure 61 shows the final prototype of the new suspension, fabricated in ABS plastic. The white arrows show the four centerlines of the CR joints. Figure 61. Prototype of Compliant Suspension (located in CSDL) Compliant Haptic 2-DOF Joystick The Compliant Haptic Mechanism is an example of the other type of design: Minimal Stiffness. The original system was a two-degree-of-freedom five-bar mechanism, with no springs attached. A haptic device is a hardware/human user interface that provides force feedback to the human. With two degrees of freedom, the user can move a point around in a plane, while a computer monitors the motion and can provide arbitrary forces on the user. It is then possible to create a virtual environment. Virtual environments have many applications, including: tele-robotics, rehabilitation, and human training. Page 39 of 53 In addition to simplifying manufacture, part count, and lowering cost, compliant joints provide two other important benefits in a haptic device. First, with feedback via sensors, nearly infinite precision is now possible. Second, and more importantly, the friction from the conventional joints has now been replaced with the torsional spring forces. Spring forces are much easier to model than friction (non-conservative, nonlinear), and thus make it much easier to implement a controller. This application provides many opportunities to put our compliant joint design knowledge to good use. It is easier to write a parametric software code that easily shows the motor torques required to move the device into any position and hold it there. Similiarly, it is very easy to evaluate the kinematics and determine what range of motion (in 2-D space) the mechanism can move without yielding any of the joints. Both of these types of data can easily be plotted in two-dimensions representing the x-y location of the input port. Figure 62. Original 5-Bar Haptic Mechanism Figure 63. Compliant 5-Bar Haptic Mechanism Figure 64. Schematic of Compliant 5-Bar Haptic Mechanism A schematic of the 5-bar is shown above. Two motors control the two degrees of freedom, acting on the two links that are connected to the ground. The bottom most point is the human interface. Position sensing is Page 40 of 53 currently done with optical encoding, but could be done with embedded sensing, as already described in this paper. Potential Applications Orthotic Devices “Using flexure hinges for prosthetic or orthotic devices is possible, but the range of motion and required stiffness should be considered. A device for ankle is a good choice, since the range of motion is smaller, compared to other joints in the limbs. Notch hinges have been used in Ankle Foot Orthoses (AFO). They are used in patients with reduced or no muscle activity around their ankle (causing ‘drop foot’, i.e. instability of an individual to lift their foot). Planar notch hinges are good options because of the planar feature (split tubes and CR joints have larger out-of-plane dimensions and may not fit into patients’ shoes). The figure on the right shows one design found in the literature, where the notch hinge and the main brace could easily be made as one part.” Figure 65. Compliant Ankle-Foot Orthosis Robotics “Flexure hinges can also be used in robotics applications. The undesirable friction in traditional revolute joints can be eliminated if friction-free compliant joints are used instead. Flexures with zero-axis-drifting, such as CR joints and CT joints, are the best candidates for this application, because the location of the end effecter depends greatly on the kinematics of each joint. A robot arm incorporating cross-strip hinges is shown below. The reference mentions improved stiffness in cross-strip compared to notched joints, but they did not mention offaxis drifting, which I think is an important factor. In addition, if the end effecter will be subjected to large external load, such as handling heavy weight, the hinges might fail due to low off-axis stiffness. In this case, CR and CT joints should be considered.” Figure 66. Multi-D.O.F. Camera Manipulator Figure 67. Close-up of Flexure used in Manipulator Statically Balanced Mechanisms Just Herder introduced the concept of statically-balanced mechanisms. Such mechanisms use the strain energy of springs in a novel fashion to maintain a constant potentional energy level of an entire system. Therefore, the Page 41 of 53 system has no preferred position; all are equal. While Herder has done this with linear springs to cancel out the force of gravity, we in the CSDL have also accomplished this using four-bar mechanisms with our compliant revolute joints. In the device shown below, the weight of the suspended mass is statically-balance by the spring forces in the two CR joints. The balancing holds for rotations of the mass arm from minus to plus 45 degrees. F=mg Figure 68. Compliant Four-Bar Statically-Balanced Gravity Compensator Mechanism For more information, please see the project report by Brian Trease and Ercan Dede. For more information on statically-balanced mechanisms, please see Herder’s dissertation [8] or his website: (http://www.wbmt.tudelft.nl/mms/wilmer/herder.htm). Door, Trunk, and Hood Hinges Includes automobile applications and airline overhead compartments. Custom performance could be generated, such as stiffness as a function of displacement. This could be done to create the same feel as opening a real car trunk. Four bar linkages are often used for hood and sometimes trunk mechanisms. Likewise, overhead compartments in newer airplanes also employ four bars. Springs (and dampers) are used to help the user open or close these mechanisms. The problem would be interesting in every case due to the size constraint. We’d also have to consider the range of motion through which these mechanisms must travel. For the range of motion that we’d need, the compliant revolute joint would seem to fit the best. The only issue would be the out of plane space that the joint would occupy. The hood and trunk mechanisms would require the joint to be stressed in the rest position. Also, you would need to consider creep (if you used plastics) since the temperature could vary greatly. The airplane overhead bin would be unstressed at the rest position. You would probably still have to use some kind of damping element, though. Actually, I’m not sure if this mechanism is spring assisted, but I think that it very well could be and the use of the compliant joints would be interesting. Page 42 of 53 Positioning Gimbals “A 2-axis split tube gimbal is one application for split tube flexures that takes advantage of their large range of motion, zero-axis drift, and good off-axis stiffness. While similar mechanisms have been developed in the field of MEMS, larger versions could be employed in the aerospace industry in such applications as the pointing of measurement sensors and antennas. Figure 69 below is a solid model of the basic design concept for a 2-axis gimbal.” Instrument or antenna mounted to output plate R2 Linear actuator to create second stage/axis rotation R2 Base plate - fixed to ground Vertical displacement using a linear actuator to create first stage/axis rotation R1 R1 2 center-loaded split tube flexures (2X) Figure 69: Design Concept for 2-Axis Gimbal In this design there are two axes of rotation, R1 and R2, which are used to realize the desired motion at the output plate. Both stages of flexures utilize a center-loaded configuration in order to achieve greater off-axis stiffness. For the purposes of clarity the stages have been separated in order to visualize the basic design mechanisms. However, with attention to geometry and the placement of the linear actuators it should be possible to optimize the envelope of the mechanism such that the first and second stages of split-tube flexures lie within the same plane. Design challenges would include assuring adequate stiffness of the overall assembly and proper vibration isolation. Handmade Compliant Mechanisms for Developing Countries “I always like to focus on developing community needs where materials and tools are not as accessible. With the simplicity of the notch joints and the living hinges, skilled carvers can turn scraps of soft material, such as plastic and rubber, into hinges for their doors, windows, etc. When I was in India, I was impressed by the number of skilled carvers who made Hindu god figurines out of rock; therefore, I think this idea is very feasible.” The design challenge would be to find the right material that meet the application’s need, and then make the parts as to only require hand tools, not machining. Vibration isolation systems “Another type of application that flexure joints may possibly be suitable for is vibration isolation systems. In most cases, the amplitudes of undesired disturbances are small and the small range of motion provided by flexure joints is sufficient. The system may consist of several flexure joints, connected together to produce desired direction of motion. The stiffness can be predetermined and calculated based on pseudo rigid body Page 43 of 53 models. The flexibility in the design for off-axis stiffness in flexures will provide advantages over the use of conventional leaf or coil springs.” Boat Docking Mechanism “A four-bar parallelogram compliant mechanism could find new life as a protection for docked boats. In this capacity it would allow boats to move forward and backwards slightly against the dock, but without allowing the boats to actually rub against them and damage their hulls.” Optical Mirrors and Antennas “Some applications can be found in optical mirrors and antennas. Figure 70 shows a mirror bender to increase resolution. Two piezo actuators located below the mirror expand and push against the 4-bar mechanisms (with notched hinges) on both ends. The motion of the coupler links then bends the center bridge, where the mirror will be attached.” Figure 70. Four-bar Mechanism Mirror Bender Other Ideas compliant bike derailleur compliant locking mechanism for pocket knives pump mechanisms o monolithic construction leaves less opportunity for leakage windshield wipers compliant building blocks to fit into toys such as Legos, Connex, etc. o provide engineers and even children an easy way to experiment with all of the flexure joints discussed in this paper car transmission controller o in a drive-by-wire situation, the manual shift could be mounted to a compliant universal joint Previous Student's Comments/Suggestions “In contrast to distributed compliant mechanisms, flexure joints are locally compliant. The development of pseudo rigid body model will provide a tool for designing complicated motions of an output point. In this situation, the analysis of distributed compliant mechanisms is difficult because the only tool available so far is a numerical finite element method.” Many students point out that the shifting axis of rotation found in most flexures is an important design consideration that the uneducated might easily neglect. “Monolithic compliant flexible joints have an improved life because of reduced friction, backlash, wear, and a general sense of pride just from being compliant.” Page 44 of 53 Notch joints are purported to have moving centers of rotation, yet those who use the pseudo-rigid-body method for compliant mechanism design treat the centers as fixed. There is still debate over this point. Stiffness Comparisons o It can be very difficult to compare off-axis stiffness. Torsional and linear stiffness have different units and can’t be normalized. Comparison requires a moment arm, and would be different for every application. Visco Elastic Damping o “At some point we should try to see if we can use the visco-elastic properties of certain materials to incorporate damping into the design of our compliant joints. We may lose on stiffness, but I think that it is worth looking into. The design problems would certainly get more complicated, b/c we’d have to look into dynamic effects of the joints, but I think that’s a challenge that we can handle with appropriate modeling.” Finally, since we are using flexures to replace bearings, it would be very helpful if there existed a catalog for designing flexures similar to those for sizing bearings. Open Questions (Future Work) Is it possible to create flexures with variable stiffness control? What are the equations for filleted notch joints? What is the range of motion for elliptic notch joints? It seems that much of flexure design is either toward optimization of stiffness ratios or toward maximum precision capability. Can two lists of flexures be made, ranking them best to worst in each of these categories? Final Comments Now that you know what flexures are, I want you always thinking of them as a possibility. Flexures should be the first, maybe easiest way, of generating a compliant mechanism from a conventional design. Keep an eye out for which design criterion will be important to your application and remember to look through a catalog (such as this paper) to find the best match. If the kinematics are already known, then the task is going to be joint replacement. Also, in the field of compliant mechanisms, distributed compliance is often considered the best approach. (At least we here at UM think so.) This is not to discredit the use of compliant joints, though, as understanding flexures in important to understanding compliance in mechanism design in general. Imagine looking at a fully-distributed compliant mechanism (such as one of the designs synthesized here at UM) and adding just one revolute joint to the topology… what would happen? What if that joint was compliant? How would its stiffness affect the rest of the system? You can see how this opens the door to a much bigger design space when creating compliant mechanism. Page 45 of 53 Organization of References To learn more about flexures, see these resources first. Smith’s “Flexures” Book Analysis of many of the joints in this paper, including numerical error calculations and empirical data The Paros and Weisbord Paper The original notch joint paper from 1965. Howell’s “Compliant Mechanisms” Book Many of the flexures in this paper are covered in depth in Chapter 5. Trease’s Paper on “Design of Large-displacement Compliant Joints” Comparisons of flexures and development of the Compliant Revolute and Translational Joints. Lobontiu’s “Compliant Mechanisms” Book Extremely thorough analysis of all type of notch joints, including advanced topics such as buckling and dynamics. Chironis Mechanisms Sourcebook Provides many brief examples of flexures in use, including many not covered in this report. Page 46 of 53 Table of Figures FIGURE 1. BASIC FLEXIBLE JOINT COMPONENTS ............................................................................................ 5 FIGURE 2. FLEXURE DESIGN CRITERIA ........................................................................................................... 6 FIGURE 3. CONVERSION FROM CONVENTIONAL TO COMPLIANT JOINTS IN A MECHANISM .............................. 8 FIGURE 4: EXAMPLES OF LIVING HINGES AND SMALL-LENGTH PIVOTS (NOTCH JOINTS) .................................. 9 FIGURE 5. SOME OF THE BASIC NOTCH JOINTS ............................................................................................. 10 FIGURE 6. VARIETIES IN THE TRANSITION FROM CANTILEVER JOINTS TO CIRCULAR NOTCH JOINTS .............. 10 FIGURE 7. NOTCH JOINTS FOR WHICH SMITH PROVIDES EQUATIONS ............................................................. 11 FIGURE 8. RECTANGULAR NOTCH JOINT WITH STIFFNESS AND RANGE-OF-MOTION EQUATIONS. (Z-AXIS IS OUT-OF-PLANE) 11 FIGURE 9. CIRCULAR NOTCH JOINT .............................................................................................................. 11 FIGURE 10. ELLIPTIC NOTCH JOINT............................................................................................................... 12 FIGURE 11: SPREADSHEET ANALYSIS OF A CIRCULAR NOTCHED JOINT ........................................................ 14 FIGURE 12. COMMERICAL “FREE-FLEX” JOINT BENDIX CORPORATION ......................................................... 16 FIGURE 13. CROSS-STRIP JOINT .................................................................................................................... 16 FIGURE 14. AXIS DRIFT IN THE CROSS-STRIP PIVOT ..................................................................................... 16 FIGURE 15. CARTWHEEL HINGE.................................................................................................................... 17 FIGURE 16. “2R” ANGLED LEAF SPRING ....................................................................................................... 17 FIGURE 17. “6R-1” ANGLED LEAF SPRING .................................................................................................... 17 FIGURE 18. “6R-2” ANGLED LEAF SPRING .................................................................................................... 17 FIGURE 19. 2 COMPLIANT AXIS HINGE FROM SMITH .................................................................................... 19 FIGURE 20. SPHERICAL NOTCH JOINT (3 D.O.F.) .......................................................................................... 19 FIGURE 21. COMPLIANT NOTCH UNIVERSAL JOINT ...................................................................................... 19 FIGURE 22. CO-LINEAR NOTCH U-JOINT ....................................................................................................... 19 FIGURE 23. PASSIVE JOINT IN A COMPLIANT CRIMPING MECHANISM ............................................................ 20 FIGURE 24. EXAMPLES OF RIGID SEGMENT JOINED SOMEWHERE BESIDES THE ENDS, INCLUDING (A) SCISSORS, AND (B) A PANTOGRAPH. ............................................................................................................................................................. 20 FIGURE 25. (A) PARALLELOGRAM Q-JOINT, AND (B) EXAMPLE OF ITS USE WITH A COMPLIANT PANTOGRAPH MECHANISM. 21 FIGURE 26. THE EFFECTIVE DEGREES OF FREEDOM OF AN ELASTIC BEAM .................................................. 21 FIGURE 27. GOLDFARB SPLIT-TUBE JOINT.................................................................................................... 22 FIGURE 28. CENTER-LOADED CONFIGURATION .............................................................................................. 22 FIGURE 29. INNER-TO-OUTER EDGE DISC COUPLING .................................................................................... 22 FIGURE 30. OUTER-EDGE DISC COUPLING ................................................................................................... 23 FIGURE 31. AXIAL PLUNGE LEAF-SPRING UNIVERSAL TUBE JOINT, SMITH, P.308 ....................................... 23 FIGURE 32. UM COMPLIANT REVOLUTE JOINT (A.K.A. CENTER-MOMENT CR, SEGMENTED CROSS CR) ..... 24 FIGURE 33. PRIMITIVE DESIGN FORM USED TO CREATE CR JOINT (SEE SMITH, P. 204) ................................ 24 FIGURE 34. CR JOINT CROSS-SECTION PARAMETERS ................................................................................... 24 FIGURE 35. SCHEMATIC TO DEMONSTRATE JOINT-REPLACEMENT USING A CR JOINT ................................... 25 FIGURE 36. CROSS-TYPE COMPLIANT REVOLUTE JOINTS .............................................................................. 25 FIGURE 37. FEA OF FILLET USED IN CR JOINT .............................................................................................. 26 FIGURE 38. PARAMETERIZATION OF THE CR JOINT AND X-Y-Z AXES FOR STIFFNESS CALCULATIONS ........... 27 FIGURE 39. Z-ROTATIONAL STIFFNESS OF CR JOINT (BEAM LENGTH = 50MM) .............................................. 27 FIGURE 40. Z-ROTATIONAL STIFFNESS OF CR JOINT (THICKNESS = 1MM) ..................................................... 28 FIGURE 41. Y-BENDING/ROTATIONAL STIFFNESS OF CR JOINT (WIDTH = 20MM).......................................... 28 FIGURE 42. X-BENDING STIFFNESS OF CR JOINT (THICKNESS = 1MM) ........................................................... 29 FIGURE 43. PARAMETRIC MODEL OF THE OPEN-CROSS CR JOINT (CROSS-SECTION) .................................... 29 FIGURE 44. CONVERSION FROM CONVENTIONAL TO COMPLIANT JOINTS IN A MECHANISM .......................... 30 FIGURE 45. ONE D.O.F. CONFIGURATION FOR TRANSLATION ...................................................................... 30 FIGURE 46. CONVERSION FROM CONVENTIONAL TO COMPLIANT JOINTS IN A MECHANISM .......................... 31 FIGURE 47. UM COMPLIANT TRANSLATIONAL JOINT (UNDEFLECTED AND DEFLECTED) .............................. 31 FIGURE 48. ALUMINUM (ΣY/E = 414/73100 = 0.0057) ................................................................................... 32 FIGURE 49. PARAMETERIZATION USED IN CT JOINT PARAMETRIC STUDIES ................................................. 33 FIGURE 50. LATERAL STIFFNESS OF CT JOINT (THICKNESS = 2MM, WIDTH = 10MM).................................... 33 FIGURE 51. LATERAL STIFFNESS OF CT JOINT (WIDTH = 10MM) ................................................................... 34 FIGURE 52. LATERAL STIFFNESS OF CT JOINT (THICKNESS = 1MM) .............................................................. 34 FIGURE 53. ALTERNATE CR JOINT CONCEPTUAL DESIGN ............................................................................. 35 FIGURE 54. CU JOINT CONCEPTUAL DESIGN ................................................................................................. 35 FIGURE 55. CS JOINT CONCEPTUAL DESIGN .................................................................................................. 35 FIGURE 56. POSITION TRACKING WITH SENSORS ........................................................................................... 36 Page 47 of 53 FIGURE 57. CLOSE-UP OF CU JOINT WITH EMBEDDED SENSORS .................................................................... 36 FIGURE 58. SERIAL CHAIN OF COMPLIANT JOINTS; USED IN A PARALLEL KINEMATIC PLATFORM ................. 37 FIGURE 59. MOTORCYCLE SUSPENSION (4-BAR MECHANISM WITH SPRING) ................................................ 38 FIGURE 60. POSSIBLE STIFFNESS-DISPLACEMENT RELATIONSHIPS ............................................................... 39 FIGURE 61. PROTOTYPE OF COMPLIANT SUSPENSION (LOCATED IN CSDL) .................................................. 39 FIGURE 62. ORIGINAL 5-BAR HAPTIC MECHANISM ...................................................................................... 40 FIGURE 63. COMPLIANT 5-BAR HAPTIC MECHANISM ................................................................................... 40 FIGURE 64. SCHEMATIC OF COMPLIANT 5-BAR HAPTIC MECHANISM ........................................................... 40 FIGURE 65. COMPLIANT ANKLE-FOOT ORTHOSIS ......................................................................................... 41 FIGURE 66. MULTI-D.O.F. CAMERA MANIPULATOR .................................................................................... 41 FIGURE 67. CLOSE-UP OF FLEXURE USED IN MANIPULATOR ......................................................................... 41 FIGURE 68. COMPLIANT FOUR-BAR STATICALLY-BALANCED GRAVITY COMPENSATOR MECHANISM ........ 42 FIGURE 69: DESIGN CONCEPT FOR 2-AXIS GIMBAL ....................................................................................... 43 FIGURE 70. FOUR-BAR MECHANISM MIRROR BENDER ................................................................................. 44 REFERENCES Paros, J.M. and Weisbord, L., 1965, “How to Design Flexure Hinges”, Machine Design, pp. 151-156 Howell, L.L., 2001, Compliant Mechanisms, John Wiley & Sons, Inc., New York, NY Smith, S., 2000, Flexures, Elements of Elastic Mechanisms, Taylor & Francis, London, England Lobontinu, N., 2002, Compliant Mechanisms: Design of Flexure Hinges, CRC Press, Boca Raton, FL Kyusojin, A., and Sagawa, D., 1988, “Development of Linear and Rotary Movement Mechanism by Using Flexible Strips,” Bulletin of Japan Society of Precision Engineering, 22(4), pp. 309-314 [6] Moon Y.M, Design of Compliant Parallel Kinematic Machines, DETC2002/MECH-34204 [7] Goldfarb, M. and Speich, J., 2000, “The Development of a Split-Tube Flexure”, Proceedings of the ASME Dynamics and Control Div., 2, pp. 861-866 [8] Herder, J. (2001) Energy-free Systems. Theory, conception, and design of statically balanced spring mechanisms. PhD-thesis. Delft University of Technology, Delft, The Netherlands. [9] Haringx, J.A., 1949, “The Cross Spring Pivot as a Constructional Element,” Applied Scientific Research, A1(5-6) [10] Y.M. Moon, B. Trease, and S. Kota, Design of Large Displacement Compliant Joints, Proceedings of DETC 2002, 27th Biannual Mechanisms and Robotics Conference, DETC2002/MECH-34207 [11] Norton, R., 2000, Machine Design, An Integrated Approach, 2nd Edition, Prentice Hall, Upper Saddle River, NJ [1] [2] [3] [4] [5] Page 48 of 53 Appendix Comparison of various Revolute Flexures .....................................................1, 2 Comparison of Translational Flexures .............................................................. 3 More Comparisons (some repeated) from Trease’s paper ............................ 4, 5 Appendix 1 Appendix 2 Appendix 3 Range of Motion Axis Drift Stress Concentration Off-Axis Stiffness Compactness Benchmarked Flexible Translational Joints (–: poor, 0: normal, +: good) (a) – – 0 0 + (b) – – – 0 + (c) – – – 0 + (d) – + – 0 + (e) + + + + + Appendix 4 Stress Concentratio n Off-Axis Stiffness Compactness z Axis Drift (b) Range of Motion (–: poor, 0: normal, +: good) Benchmarked Flexible Revolute Joints (a) – – – – + 0 – + – 0 + – + – – (d) – – 0 – + (e) – 0 – 0 0 (f) + + + – – (g) – + – – – (h) – 0 – – 0 (i) + 0 + 0 0 (j) + + + + 0 x (c) Appendix 5