The figure displayed below shows two rigid bodies interconnected in the following manner:
A shaft denoted 1 is in rotation about axis \((O, \boldsymbol{\hat{z}}_0)\) relative to body 0 which houses a number of spheres such as that denoted as 2. Let \(\boldsymbol{\omega}_{1/0}= \omega_{1}\boldsymbol{\hat{z}}_0\) the angular velocity of shaft 1 relative to the housing 0 (\(\omega_1\) is assumed known).
Sphere 2 (of center \(C\) and radius \(r\)) is interposed between 0 and 1. It is in contact with housing 0 at points \(I\) and \(J\), and with shaft 1 at point \(K\). The position of center \(C\) relative to 0 is defined by angle \(\theta (t)\) and the corresponding unit vectors \((\boldsymbol{\hat{u}}, \boldsymbol{\hat{v}})\).
Assume that the no-slip condition holds at all contact points \(I\), \(J\), and \(K\).
Denote distance \(|OC|\) as \(R\). Line \(CK\) is perpendicular to line \(IJ\).
The goal of this problem is to analyze the kinematics of sphere 2.
Question 1. From the knowledge of the instantaneous screw axis \(\Delta_{2/0}\) of 2 relative to 0, deduce that angular velocity \(\boldsymbol{\omega}_{2/0}\) can be written in the following form \[ \boldsymbol{\omega}_{2/0} = \omega_2 \frac{\boldsymbol{\hat{u}}+ \boldsymbol{\hat{z}}_0}{\sqrt{2}} \]
(hints: identify \(\Delta_{2/0}\). This will give you the expression of the corresponding angular velocity. However do not yet determine \(\omega_2\)).
Question 2. Write the kinematic screw loop equation \(\{{\cal V}_{2 /0 }\} = \{{\cal V}_{2 / 1 }\}+ \{{\cal V}_{1 / 0 }\}\) resolved at point \(K\). From this equation, deduce the expression of \(\omega_2\) in terms of \(\omega_1\) and the parameters \(R\) and \(r\).
(hints: (i) for \(\{ {\cal V}_{2 / 1 } \}\) account for the condition at \(K\), (ii) for \(\{ {\cal V}_{2 / 0} \}\) account for the result of q.1).
Question 3. Find the velocity of point \(C\) (relative to 0). Then deduce the expression of angular velocity \(\dot{\theta}\) in terms of \(\omega_1\) and the parameters \(R\) and \(r\).
Question 4. With a method of your choice, find the location of screw axis \(\Delta_{2/1}\). Carefully sketch the precise location of \(\Delta_{2/1}\).
(hint: identify 2 points through which \(\Delta_{2/1}\) must pass.)
1. Time-Derivative Formula: Given two rigid bodies (or referentials) \({\cal E}\) and \({\cal F}\), and an arbitrary vector function \(\boldsymbol{U}(t)\), \[ \Big(\frac{d\boldsymbol{U}}{dt} \Big)_{\cal E}=\Big(\frac{d\boldsymbol{U}}{dt} \Big)_{\cal F}+ \boldsymbol{\omega}_{{\cal F}/ {\cal E}}\times \boldsymbol{U} \] 2. Kinematic Screw: Given two rigid bodies (or referentials) \({\cal E}\) and \({\cal F}\), for any two points \(P\) and \(Q\), and at any given time, \[ \boldsymbol{v}_{Q \in {\cal F}/{\cal E}}= \boldsymbol{v}_{P \in {\cal F}/{\cal E}}+ \boldsymbol{\omega}_{{\cal F}/ {\cal E}}\times \boldsymbol{r}_{PQ} \] \[ \boldsymbol{a}_{Q \in {\cal F}/{\cal E}}= \boldsymbol{a}_{P \in {\cal F}/{\cal E}}+ \boldsymbol{\alpha}_{{\cal F}/ {\cal E}}\times \boldsymbol{r}_{PQ} + \boldsymbol{\omega}_{{\cal F}/ {\cal E}}\times (\boldsymbol{\omega}_{{\cal F}/ {\cal E}}\times \boldsymbol{r}_{PQ}) \] 3. Change of Referential Formulas: Given two rigid bodies (or referentials) \({\cal E}\) and \({\cal F}\), for any particle \(P\), and at any given time, \[ \boldsymbol{v}_{P/{\cal E}} = \boldsymbol{v}_{P/{\cal F}} + \boldsymbol{v}_{P\in {\cal F}/ {\cal E}} \] \[ \boldsymbol{a}_{P/{\cal E}} = \boldsymbol{a}_{P/{\cal F}} + \boldsymbol{a}_{P\in {\cal F}/ {\cal E}} + 2 \boldsymbol{\omega}_{{\cal F}/{\cal E}} \times \boldsymbol{v}_{P/{\cal F}} \] 4. Loop formulas: Given 3 rigid bodies \({\cal A}\), \({\cal B}\), \({\cal C}\), and an arbitrary point \(P\), \[ \boldsymbol{\omega}_{{\cal A}/{\cal B}}+ \boldsymbol{\omega}_{{\cal B}/{\cal C}}+ \boldsymbol{\omega}_{{\cal C}/{\cal A}} = \boldsymbol{0} \] \[ \boldsymbol{v}_{P\in {\cal A}/ {\cal B}}+ \boldsymbol{v}_{P\in {\cal B}/ {\cal C}}+ \boldsymbol{v}_{P\in {\cal C}/ {\cal A}}=\boldsymbol{0} \]
5. Triple product formula: Given 3 vectors \(\boldsymbol{A}\), \(\boldsymbol{B}\) and \(\boldsymbol{C}\)
\[
\boldsymbol{A}\times (\boldsymbol{B}\times \boldsymbol{C})= (\boldsymbol{A}\cdot \boldsymbol{C}) \boldsymbol{B}- (\boldsymbol{A}\cdot \boldsymbol{B}) \boldsymbol{C}
\]
Question 1.
To find the screw axis \(\Delta_{2/0}\), we use the no-slip conditions at \(I\) and \(J\): \[ \boldsymbol{v}_{I\in 2/0} = \boldsymbol{v}_{J\in 2/0} = \boldsymbol{0}. \] This implies that \(\Delta_{2/0}\) is necessarily an instantaneous axis of rotation which passes through points \(I\) and \(J\). Then angular velocity \(\boldsymbol{\omega}_{2/0}\) is necessarily colinear to a unit vector along line \(IJ\): \[ \boldsymbol{\omega}_{2/0} = \omega_2 \frac{\boldsymbol{\hat{u}}+ \boldsymbol{\hat{z}}_0}{\sqrt{2}} \]
Remark: This last equation can also be found by writing: \(\boldsymbol{v}_{J\in 2/0} = \boldsymbol{v}_{I\in 2/0} + \boldsymbol{\omega}_{2/0}\times \boldsymbol{r}_{IJ}\) leading to \(\boldsymbol{\omega}_{2/0}\times \boldsymbol{r}_{IJ} = \boldsymbol{0}\). We find that vector \(\boldsymbol{\omega}_{2/0}\) is colinear to \(\boldsymbol{r}_{IJ}\).
Question 2.
We want write the loop equation \[ \{{\cal V} _{1 / 0 }\}+ \{{\cal V} _{2 / 1 }\} = \{{\cal V} _{2 / 0 }\} \] resolved at point \(K\).
We start with \[ \{ {\cal V} _{1 / 0 } \} = \left\{ \begin{array}{c} \omega_1 \boldsymbol{\hat{z}}_0 \\ \boldsymbol{0} \end{array} \right\}_{O} \] which imposes that the motion of body 1 relative to 0 is a rotation about axis \((O,\boldsymbol{\hat{z}}_0)\) at angular velocity \(\omega_1\boldsymbol{\hat{z}}_0\).
Next we find \[ \{ {\cal V} _{2 / 1 } \} = \left\{ \begin{array}{c} \boldsymbol{\omega}_{2/1} \\ \boldsymbol{0} \end{array} \right\}_{K} \] where we have imposed the no-slip condition at \(K\). At this stage, angular velocity \(\boldsymbol{\omega}_{2/1}\) is unknown.
Finally we write \[ \{ {\cal V} _{2 / 0 } \} = \left\{ \begin{array}{c} \frac{\omega_{2}}{\sqrt{2}} (\boldsymbol{\hat{u}}+ \boldsymbol{\hat{z}}_0) \\ \boldsymbol{0} \end{array} \right\}_{I} \] according to the result of question 1.
This gives the screw equality \[ \left\{ \begin{array}{c} \frac{\omega_{2}}{\sqrt{2}} (\boldsymbol{\hat{u}}+ \boldsymbol{\hat{z}}_0) \\ \boldsymbol{0} \end{array} \right\}_{I} = \left\{ \begin{array}{c} \boldsymbol{\omega}_{2/1} \\ \boldsymbol{0} \end{array} \right\}_{K} + \left\{ \begin{array}{c} \omega_1 \boldsymbol{\hat{z}}_0 \\ \boldsymbol{0} \end{array} \right\}_{O} \] or after resolving each screw at point \(K\) \[ \left\{ \begin{array}{c} \frac{\omega_{2}}{\sqrt{2}} (\boldsymbol{\hat{u}}+ \boldsymbol{\hat{z}}_0) \\ \frac{\omega_{2}}{\sqrt{2}} (\boldsymbol{\hat{u}}+ \boldsymbol{\hat{z}}_0) \times \boldsymbol{r}_{IK} \end{array} \right\}_{K} = \left\{ \begin{array}{c} \boldsymbol{\omega}_{2/1} \\ \boldsymbol{0} \end{array} \right\}_{K} + \left\{ \begin{array}{c} \omega_1 \boldsymbol{\hat{z}}_0 \\ \omega_1 \boldsymbol{\hat{z}}_0 \times \boldsymbol{r}_{OK} \end{array} \right\}_{K} \] with \[ \boldsymbol{r}_{IK} = \boldsymbol{r}_{IC} + \boldsymbol{r}_{CK}= r\boldsymbol{\hat{z}}_0 + \frac{r}{\sqrt{2}} (\boldsymbol{\hat{z}}_0-\boldsymbol{\hat{u}})= \frac{r}{\sqrt{2}}[ (1+\sqrt{2}) \boldsymbol{\hat{z}}_0 - \boldsymbol{\hat{u}}] \] and \[ \boldsymbol{r}_{OK} = \boldsymbol{r}_{OC}+\boldsymbol{r}_{CK}= (R -\frac{r}{\sqrt{2}} )\boldsymbol{\hat{u}}+ \frac{r}{\sqrt{2}} \boldsymbol{\hat{z}}_0. \] Note: to find these expressions, we used the assumption that line \(CK\) is perpendicular to line \(IJ\).
The equality \(\boldsymbol{\omega}_{2/0}\times \boldsymbol{r}_{IK}= \boldsymbol{\omega}_{1/0} \times \boldsymbol{r}_{OK}\) can now be written as \[ \frac{\omega_{2}}{\sqrt{2}} (\boldsymbol{\hat{u}}+ \boldsymbol{\hat{z}}_0) \times\frac{r}{\sqrt{2}}[ (1+\sqrt{2}) \boldsymbol{\hat{z}}_0 - \boldsymbol{\hat{u}}] = \omega_1 \boldsymbol{\hat{z}}_0 \times [(R -\frac{r}{\sqrt{2}})\boldsymbol{\hat{u}}+ \frac{r}{\sqrt{2}} \boldsymbol{\hat{z}}_0] \] All terms are directed along unit vector \(\boldsymbol{\hat{v}}\): \[ -r \omega_{2} (1+\frac{1}{\sqrt{2}}) = \omega_1 (R -\frac{r}{\sqrt{2}}) \] \[ \boxed{ \omega_2 = - \omega_1 \frac{\sqrt{2} R -r}{(1 + \sqrt{2})r} } \]
Question 3. To find the velocity of point \(C\), we can either take the derivative of \(\boldsymbol{r}_{OC} = R \boldsymbol{\hat{u}}\) or use the expression of kinematic screw \(\{ {\cal V} _{2 / 0 } \}\): \[ \boldsymbol{v}_{C \in 2/0} = R \dot{\theta}\boldsymbol{\hat{v}} \] or (using point \(I\)) \[ \boldsymbol{v}_{C \in 2/0} = \frac{\omega_2}{\sqrt{2}} (\boldsymbol{\hat{u}}+ \boldsymbol{\hat{z}}_0) \times r\boldsymbol{\hat{z}}_0 = -\frac{r \omega_2}{\sqrt{2}} \boldsymbol{\hat{v}} \] Compare these two results to get \(R\dot{\theta}= - r \omega_2 / \sqrt{2}\) or \[ \boxed{ \dot{\theta}= -\frac{r}{R\sqrt{2}} \omega_2 = \omega_1 {\sqrt{2} R -r \over R (2 + \sqrt{2})} } \]
Question 4.
Axis \(\Delta_{2/1}\) must necessarily pass through point \(K\) since \(\boldsymbol{v}_{K\in 2/1}=\boldsymbol{0}\). It is an instantaneous axis of rotation. Also we note that axes \(\Delta_{1/0}\) and \(\Delta_{2/0}\) intersect at point \(H\) on the axis \((O,\boldsymbol{\hat{z}}_0)\) (see Figure 2). Then we can write at point \(H\): \[ \boldsymbol{v}_{H \in 2/1} = \boldsymbol{v}_{H \in 2/0}+\boldsymbol{v}_{H \in 0/1} = \boldsymbol{0} \] which shows that axis \(\Delta_{2/1}\) must pass though \(H\). Therefore, axis \(\Delta_{2/1}\) is line \(KH\) (this implies that angular velocity \(\boldsymbol{\omega}_{2/1}\) is colinear to \(\boldsymbol{r}_{HK}\)).
© 2025 R. Valéry Roy.