Chapter 5. VIRTUAL WORK AND LAGRANGIAN DYNAMICS

The principle of virtual work represents a powerful tool for deriving the static and dynamic equations of multibody systems. Unlike Newtonian mechanics, the principle of virtual work does not require considering the constraint forces, and it requires only scalar work quantities to define the static and dynamic equations. This principle can be used to systematically derive a minimum set of equations of motion of the multibody systems by eliminating the constraint forces. To use the principle of virtual work, the important concepts of the virtual displacements and generalized forces are first introduced and used to formulate the generalized forces of several force elements, such as springs and dampers and friction forces. It is shown in this chapter that the principle of virtual work can be used to obtain a number of equations equal to the number of the system degrees of freedom, thereby providing a systematic procedure for obtaining the embedding form of the equations of motion of the mechanical system. Use of the principle of virtual work in statics and dynamics is demonstrated using several applications. The principle of virtual work is also used in this chapter to derive the well-known Lagrange's equation, in which the generalized inertia force is expressed in terms of the scalar kinetic energy. Several other forms of the generalized inertia forces are also presented, including the form that appears in the Gibbs-Appel equation, in which the generalized inertia is expressed in terms of an acceleration function. The Hamiltonian formulation and the relationship between the virtual work and the Gaussian elimination are discussed in the last two sections of this chapter.

VIRTUAL DISPLACEMENTS

An important step in the application of the principle of virtual work is the definition of the virtual displacements and generalized forces. The concept of the generalized forces is introduced in Section 3, while the concept of the virtual displacement is discussed in this and the following section. Throughout this section and the sections that follow, the term generalized coordinates is used to refer to any set of coordinates used to describe the system configuration.

The virtual displacement is defined to be an infinitesimal displacement that is consistent with the kinematic constraints imposed on the motion of the system. Virtual displacements are imaginary in the sense that they are assumed to occur while time is held fixed. Consider, for instance, the displacement of the unconstrained body shown in Fig. 1. The position vector of an arbitrary point Pi on the rigid body is given by

Equation 5.1. 

VIRTUAL DISPLACEMENTS

where Ri is the position vector of the reference point,

VIRTUAL DISPLACEMENTS

Equation 5.2. 

VIRTUAL DISPLACEMENTS

where θi is the angle that defines the orientation of the body. A virtual change in the position vector of point Pi of Eq. 1 is denoted as δriP and is given by

Equation 5.3. 

VIRTUAL DISPLACEMENTS
Position vector

Figure 5.1. Position vector

Since the vector

Position vector

Equation 5.4. 

Position vector

where Aiθ is the partial derivative of Ai with respect to the angle θi, that is,

Equation 5.5. 

Position vector

In Eq. 4, the virtual change in the position vector of an arbitrary point on the body is expressed in terms of the virtual changes in the body coordinates, or in this case the body degrees of freedom. Equation 4 can also be written as

Equation 5.6. 

Position vector

where

Equation 5.7. 

Position vector

Clearly, if the reference point Oi is fixed, as in the case of a simple pendulum, we have δRi = 0 and Eq. 4 reduces to

Position vector

Virtual displacements can be regarded as partial differentials with time assumed to be fixed. Thus, the differential of time is taken to be zero. To explain the difference between the actual displacement and the virtual displacement, we consider the case of a position vector that is an explicit function of the generalized coordinates q and time t. This vector can be written as

Equation 5.8. 

Two-degree-of-freedom manipulator

Differentiating this equation with respect to time, one obtains

Equation 5.9. 

Two-degree-of-freedom manipulator

Multiplying both sides of this equation by dt yields the actual differential displacement as

Equation 5.10. 

Two-degree-of-freedom manipulator

If r is not an explicit function of time, the virtual displacement δr and the actual differential displacement dr are the same provided that the partial differential δq is the same as the total differential dq. It follows that in the case of an n-dimensional vector of generalized coordinates, one has

Equation 5.11. 

Two-degree-of-freedom manipulator

where qj is the jth generalized coordinate, and

Two-degree-of-freedom manipulator

KINEMATIC CONSTRAINTS AND COORDINATE PARTITIONING

In constrained multibody systems, the system coordinates are related by a set of kinematic constraint equations as the result of mechanical joints or specified motion trajectories. If the system is not kinematically driven, the number of the kinematic constraint equations nc is less than the number of the system coordinates n. In this case, the constraint kinematic relationships can be used to write a subset of the coordinates in terms of the others. Therefore, the coordinates of a multibody system can be divided into two groups: the first group is the set of dependent coordinates qd and the second group is the set of independent coordinates or the degrees of freedom of the system qi. The number of dependent coordinates is equal to the number of the kinematic constraint equations nc and the number of independent coordinates is equal to nnc. By using the kinematic relationships, the virtual changes in the dependent coordinates can be expressed in terms of the virtual changes of the independent coordinates. Consider, for example, the slider crank mechanism shown in Fig. 3. The loop-closure equations for this mechanism can be written in a vector form as

Equation 5.12. 

KINEMATIC CONSTRAINTS AND COORDINATE PARTITIONING

which can be written more explicitly as

Equation 5.13. 

KINEMATIC CONSTRAINTS AND COORDINATE PARTITIONING

where l2 and l3 are the lengths of the crankshaft and the connecting rod, and R4x is the position of the slider block with respect to point O. By taking the virtual changes of the coordinates, the preceding equation leads to

Equation 5.14. 

KINEMATIC CONSTRAINTS AND COORDINATE PARTITIONING

One may select the dependent coordinates to be θ3 and R4x, that is,

Equation 5.15. 

KINEMATIC CONSTRAINTS AND COORDINATE PARTITIONING

where qd is the nc-dimensional vector of dependent coordinates. Since the mechanism has only one degree of freedom, there is only one independent coordinate that can be selected as θ2, that is, qi=θ2. One may then rearrange Eq. 14 and write this equation using matrix notation as

Slider crank mechanism

Figure 5.3. Slider crank mechanism

Equation 5.16. 

Slider crank mechanism

which defines δθ3 and δR4x in terms of the independent coordinate δθ2 as

Equation 5.17. 

Slider crank mechanism

It is clear from this equation that a singular configuration occurs when θ3 = π/2 or 3π/2. At this singular configuration δθ3 and δR4x cannot be expressed in terms of δθ2.

Alternatively, one may try to express δθ2 and δθ3 in terms of δR4x using Eq. 14. This leads to

Equation 5.18. 

Slider crank mechanism

The solution of this matrix equation is

Equation 5.19. 

Slider crank mechanism

In this case, singularity occurs whenever θ2 is equal to θ3.

Constraint Jacobian Matrix

One may generalize the procedure described in this section for expressing the virtual changes of the dependent coordinates in terms of the virtual changes of the independent ones. This can be demonstrated by writing the algebraic kinematic constraint equations between coordinates in the following general form:

Equation 5.20. 

Constraint Jacobian Matrix

where q = [q1 q2 ... qn]T is the vector of the system coordinates, t is time, and C is the vector of constraint functions, which can be written as

Equation 5.21. 

Constraint Jacobian Matrix

where nc is the total number of constraint equations that are assumed to be linearly independent. If the system is dynamically driven, the number of constraint equations nc is less than the number of the coordinates n.

Equation 20, as the result of a virtual change in the vector of system coordinates, leads to

Equation 5.22. 

Constraint Jacobian Matrix

where Cq is the constraint Jacobian matrix defined as

Equation 5.23. 

Constraint Jacobian Matrix

The constraint Jacobian matrix has a number of rows equal to the number of constraint equations and a number of columns equal to the number of the system coordinates. The vector of coordinates q can be written in the following partitioned form:

Equation 5.24. 

Constraint Jacobian Matrix

where qd is an nc-dimensional vector of the dependent coordinates, and qi is an (nnc)-dimensional vector of independent coordinates. According to this coordinate partitioning, Eq. 22 can be rewritten as

Equation 5.25. 

Constraint Jacobian Matrix

where the dependent and independent coordinates are chosen such that the nc × nc matrix is nonsingular. Equation 25 can then be used to write δqd in terms of δqi as

Equation 5.26. 

Constraint Jacobian Matrix

or simply as

Equation 5.27. 

Constraint Jacobian Matrix

where

Equation 5.28. 

Constraint Jacobian Matrix

By using Eqs. 24 and 27, the virtual change in the total vector of system coordinates can be expressed in terms of the virtual change of the independent coordinates as

Equation 5.29. 

Constraint Jacobian Matrix

This equation can be written as

Equation 5.30. 

Constraint Jacobian Matrix

where the matrix Bi is an n × (nnc) matrix defined as

Equation 5.31. 

Constraint Jacobian Matrix

Absolute Coordinates

As pointed out in Chapter 3, in many general-purpose multibody computer algorithms the absolute coordinates are employed for the sake of generality. In this case, the configuration of the rigid body is identified by the global position vector of the origin of the body reference (reference point) and by a set of orientational coordinates that define the orientation of the body in a global fixed frame of reference. Kinematic constraints that represent mechanical joints in the system can be formulated in terms of the absolute coordinates. For example, the algebraic kinematic constraint equations that describe the revolute joint between body i and body j in Fig. 5 can be expressed as

Two-body system

Figure 5.5. Two-body system

Equation 5.32. 

Two-body system

where riP is the position vector of the joint definition point P expressed in terms of the coordinates of body i, and rjP is the position vector of the same point P expressed in terms of the coordinates of body j. Equation 32 can be written in a more explicit form in terms of the absolute coordinates as

Equation 5.33. 

Two-body system

where Ri and Rj are, respectively, the position vectors of the reference points of body i and body j, Ai and Aj are the transformation matrices of body i and body j, and

Two-body system

By taking a virtual change in the absolute coordinates of body i and body j, Eq. 33 leads to

Equation 5.34. 

Two-body system

Since the revolute joint eliminates two degrees of freedom, one may select δRj as the vector of dependent coordinates and write this vector in terms of the other absolute coordinates as

Equation 5.35. 

Two-body system

Nonholonomic Constraints

Joint and driving constraints that can be described by Eq. 20 are called holonomic constraints since they can be expressed as algebraic equations in the system coordinates and time. There are other types of constraints that cannot be expressed as functions of the coordinates and time only. These types of constraints, which are known as nonholonomic constraints, can be expressed in terms of differentials of the coordinates as

Equation 5.36. 

Nonholonomic Constraints

where ncn is the number of nonholonomic constraint equations, and ajk and bk can be functions of the system coordinates q = [q1 q2 ... qn]T as well as time. One should not be able to integrate the preceding equation and write it in terms of the coordinates and time only; otherwise we obtain the form of the holonomic constraints. Hence, one cannot use nonholonomic constraints to eliminate dependent coordinates and, consequently, in this case of a nonholonomic system, the number of independent coordinates is more than the number of independent velocities.

Recall that a differential form is integrable if it is an exact differential. In this case, the following conditions hold:

Equation 5.37. 

Nonholonomic Constraints

If these conditions are not satisfied, Eq. 36 is of the nonholonomic type since this equation cannot be integrated and written in the form of Eq. 20. It follows that in the case of a nonholonomic system, none of the constraint equations of Eq. 36 can be written in the form

Equation 5.38. 

Nonholonomic Constraints

An example of nonholonomic constraints is

Equation 5.39. 

Nonholonomic Constraints

These are two independent constraint equations expressed in terms of the differentials of the four coordinates q1, q2, q3, and q4. These two equations do not satisfy the conditions of exact differentials of Eq. 37, and therefore, they cannot be integrated and expressed in the form of Eq. 20.

VIRTUAL WORK

The virtual work of a force vector is defined to be the dot (scalar) product of the force vector and the vector of the virtual change of the position vector of the point of application of the force. Both vectors must be defined in the same coordinate system. The virtual work of a moment that acts on a rigid body is defined to be the product of the moment and the virtual change in the angular orientation of the body. Figure 7 shows a rigid body i that is acted upon by a moment Mi and a force vector Fi whose point of application is denoted as Pi. The virtual work of this system of forces is given by

Equation 5.40. 

VIRTUAL WORK

where riP is the position vector of point Pi, and θi is the angular orientation of the body i.

Virtual work

Figure 5.7. Virtual work

Generalized Forces

The position vector of an arbitrary point on a rigid body can be expressed in terms of the position vector of the reference point as well as the angular orientation of the body. The coordinates of the rigid body may be defined by the vector qi where

Equation 5.41. 

Generalized Forces

where Ri is the position vector of the reference point and θi is the angular orientation of the body. In terms of these coordinates, the position of point Pi given by the vector riP of Eq. 40 can be written as

Equation 5.42. 

Generalized Forces

where Ai is the transformation matrix from the body coordinate system to the global coordinate system, and

Generalized Forces

Equation 5.43. 

Generalized Forces

Substituting Eq. 43 into Eq. 40, the virtual work of the force Fi and the moment Mi can be expressed as

Equation 5.44. 

Generalized Forces

This equation can be written as

Equation 5.45. 

Generalized Forces

where

Equation 5.46. 

Generalized Forces

The vector QiR is called the vector of generalized forces associated with the coordinates of the reference point, and the scalar Qiθ is called the generalized force associated with the rotation of the body. The second term in the second equation of 46, which is the contribution of the force Fi to the generalized force associated with the rotation of the body, can be written as

Equation 5.47. 

Generalized Forces

One can verify that this equation also takes the following form:

Equation 5.48. 

Generalized Forces

or

Equation 5.49. 

Generalized Forces

where k is a unit vector along the Z axis, and

Generalized Forces

Equation 5.50. 

Generalized Forces

Equations 46 and 50 imply that a force vector Fi that acts at an arbitrary point Pi is equivalent (equipollent) to another system of forces that consists of the same force Fi acting at the reference point and a moment (uip×Fi). k associated with the rotation of the body.

Generalization

The method discussed in this section for obtaining the generalized forces can be generalized to any number of forces and moments. The procedure is to express the position vectors of the points of application of the forces in terms of the system coordinates. Substituting the resulting kinematic relationships into the expression for the virtual work leads to the definition of the generalized forces associated with the system coordinates. For example, if the configuration of the multibody system is described by the n coordinates

Equation 5.51. 

Generalization

The virtual work of the forces acting on the system can be expressed in the general form

Equation 5.52. 

Generalization

where Qj is the generalized force associated with the jth coordinate qj.

Equation 52 can be written in a vector form as

Equation 5.53. 

Generalization

where Q is the vector of generalized forces and δq is the vector of the virtual changes in the coordinates. The vectors Q and δq are

Equation 5.54. 

Generalization

Coordinate Transformation

Equation 52 or its equivalent vector form of Eq. 53 defines the generalized forces associated with the coordinates q = [q1 q2...qn]T. The generalized forces associated with another set of coordinates can be obtained if the transformation between the two sets of coordinates is defined. Let p = [p1 p2...pm]T be another set of coordinates such that the vector of virtual changes in q can be expressed in terms of the virtual changes in p as

Equation 5.55. 

Coordinate Transformation

By substituting Eq. 55 into Eq. 53, one obtains

Equation 5.56. 

Coordinate Transformation

where

Equation 5.57. 

Coordinate Transformation

is the vector of generalized forces associated with the vector of coordinates p.

Conservative Forces

Before concluding this section it is important to point out that, in general, the virtual work is not an exact differential. That is, the virtual work is not, in general, the variation of a certain function. In the special case where the virtual work is an exact differential one has

Equation 5.58. 

Conservative Forces

and consequently,

Equation 5.59. 

Conservative Forces

In this special case, the forces are said to be conservative since they can be obtained using a potential function. Nonconservative forces, however, cannot be derived from a potential function, and hence their virtual work is not equal to the variation of a certain function. Examples of conservative forces are the gravity forces and linear spring forces. Examples of nonconservative forces are the damping, friction, and actuator forces. In this book, for the sake of generality, we use the general expression of Eq. 53 to define the generalized forces regardless of whether these forces are conservative or nonconservative.

EXAMPLES OF FORCE ELEMENTS

In this section, the generalized forces associated with some of the commonly encountered forces in multibody dynamics are developed. The definitions of these generalized forces are obtained by using the virtual work expression.

Gravity

The virtual work of the gravity force acting on body i is given by

Equation 5.60. 

Gravity

where mi is the mass of body i, g is the gravity constant, and yi is the vertical coordinate of the position vector of the body center of mass. If the reference point is the same as the center of mass, one has δyi = δRiy. If, on the other hand, the reference point is different from the center of mass, yi can be expressed in terms of the coordinates of body i as

Equation 5.61. 

Gravity

where

Gravity

Equation 5.62. 

Gravity

which upon substitution into the expression for the virtual work of Eq. 60 leads to

Equation 5.63. 

Gravity

where Qiy and Qiθ are, respectively, the generalized forces associated with the coordinates Riy and θi, and are given by

Equation 5.64. 

Gravity

If the reference point is selected to be the center of mass of the body, Qiθ is identically zero since

Gravity

Spring-Damper-Actuator Element

Figure 10 shows two bodies i and j connected by a force element that consists of a translational spring, damper, and actuator. The spring stiffness is assumed to be k, the damping coefficient is C, and the actuator force is fa. The point of attachment of this force element on body i is assumed to be Pi, while on body j it is assumed to be Pj. The position vectors of these points with respect to their respective body coordinate systems are denoted as

Spring-Damper-Actuator Element

Equation 5.65. 

Spring-Damper-Actuator Element

where l is the current spring length, l0 is the undeformed length of the spring, and

Spring-Damper-Actuator Element

The virtual work due to the force defined by Eq. 65 can be written as

Equation 5.66. 

Spring-Damper-Actuator Element
Spring-damper-actuator force

Figure 5.10. Spring-damper-actuator force

where δl is the virtual change in the distance between points Pi and Pj. In terms of the absolute coordinates of the two bodies, the position vector of point Pj with respect to point Pi can be written as

Equation 5.67. 

Spring-damper-actuator force

One can, therefore, define the current spring length as

Equation 5.68. 

Spring-damper-actuator force

and the virtual change in this length as

Equation 5.69. 

Spring-damper-actuator force

where q is the vector of coordinates of body i and body j given by

Equation 5.70. 

Spring-damper-actuator force

Equation 69, upon the use of Eq. 68, can be expressed as

Equation 5.71. 

Spring-damper-actuator force

where

Spring-damper-actuator force

Equation 5.72. 

Spring-damper-actuator force

The generalized forces associated with the coordinates of body i and body j can be obtained by substituting Eq. 71 into Eq. 66, yielding

Equation 5.73. 

Spring-damper-actuator force

where Qi and Qj are the vectors of the generalized forces associated with the coordinates of body i and body j, respectively. Using Eq. 72, these vectors are

Equation 5.74. 

Spring-damper-actuator force

in which fs is defined by Eq. 65. In the expression for the force fs, l is defined by Eq. 68, and

Spring-damper-actuator force

Equation 5.75. 

Spring-damper-actuator force

The special case, in which there is only a spring element, can be obtained from the general development presented in this section by assuming that c = fa = 0. Similarly, if the force element consists of a damper or an actuator only, one has k = fa = 0 or k = c = 0, respectively.

Rotational Spring-Damper Element

Figure 12 depicts two bodies i and j that are connected by rotational spring and damper. The stiffness coefficient of the spring is assumed to be kr and the damping coefficient is assumed to be cr. The resultant moment of the spring and damper can be expressed as

Equation 5.76. 

Rotational Spring-Damper Element

where θ0 is the angle between body i and body j before displacements, and θ is the relative angular displacement between the two bodies, that is, θ = θiθj. The virtual work due to the moment of Eq. 76 is

Equation 5.77. 

Rotational Spring-Damper Element

Using the preceding two equations,

Equation 5.78. 

Rotational Spring-Damper Element
Torsional spring and damper

Figure 5.12. Torsional spring and damper

which can be written as

Equation 5.79. 

Torsional spring and damper

where Qiθ and Qjθ are the generalized forces associated with the rotational coordinates of bodies i and j, respectively. These generalized forces are

Equation 5.80. 

Torsional spring and damper

If the force element consists of a spring only, cr=0. On the other hand, if the force element consists of a damper only, kr = 0

Coulomb Friction

In the case of ideal joints, the reaction forces are assumed to be normal to the contact surfaces. Although this assumption is valid in many situations and its use leads to a relatively small error, there are many applications wherein the interaction between the contact surfaces must be described by normal and tangential components. The tangential component that opposes the relative motion between the two surfaces is called the friction force. In many types of multibody systems, such as gears and bearings, it is desirable to minimize the effect of the friction forces, while in other applications, such as brakes and clutches, one desires to maximize the friction effect.

In the case of Coulomb or dry friction, the friction force is not an explicit function of the displacement and its derivatives. Figure 13a shows two bodies i and j that are in contact. Let t be a unit vector along the flat contact surface, and vi and vj be the absolute velocities of the reference points of the two bodies. The velocity of body i with respect to body j along the vector t is

Equation 5.81. 

Coulomb Friction
Friction force

Figure 5.13. Friction force

Table 5.1. Coefficient of Statis Friction

Rubber on concrete

0.60–0.90

Metal on stone

0.30–0.70

Metal on wood

0.20–0.60

Metal on metal

0.15–0.60

Metal on metal

0.15–0.60

Stone on stone

0.40–0.70

As shown in Fig. 13a, the contact force is represented by two components; the component Fn, which is normal to the flat contact surface, and the component Ff, which is parallel to that surface. The component Ff, which is developed by friction, opposes the relative motion. In the classical theory of dry friction, the friction force Ff is directly proportional to the normal force Fn. Depending on the materials of the two bodies, there is a limit to the magnitude of the force Ff. In the special case where vr=0, one has

Equation 5.82. 

Coefficient of Statis Friction

where μs, called the coefficient of static friction, depends on the properties of the materials in contact. The values of the coefficient of static friction can be found experimentally. Table 1 shows approximate values of this coefficient in several cases of dry surfaces.

If body i slides with respect to body j with a relative velocity vr, the friction force takes on the value

Equation 5.83. 

Coefficient of Statis Friction

where μk is called the coefficient of sliding friction. This coefficient can also be determined experimentally and its value is slightly less than μs for most materials. The function sgn(vr) has the value ±1 depending on the sign of its argument vr. Figure 13b shows the friction force Ff as a function of the relative velocity vr. It is clear from this figure that when vr is equal to zero, the friction force Ff can have any magnitude. The actual magnitude of this force can be determined from the static equilibrium conditions. While it is often assumed in the analysis of systems involving dry friction that the maximum friction force is μkFn, in reality the force required to initiate the motion is slightly larger than the force required to maintain it.

It is clear from Eq. 83 that

Equation 5.84. 

Coefficient of Statis Friction

where the angle ϕ shown in Fig. 13a is called the friction angle.

The preceding example demonstrates the complexity of the analysis of dry friction using a simple mass spring system. In a more complex mechanical system that consists of a set of interconnected bodies, the generalized friction forces associated with the system generalized coordinates can be systematically determined. Recall that in rigid body dynamics, a force is a sliding vector that can be moved along its line of action without changing its effect. It follows that once the friction force along the flat contact surface is determined, the generalized forces associated with the generalized coordinates of two bodies i and j in contact can be simply obtained using the concept of equipollent systems of forces or using the expression of the virtual work of the friction force where the point of application of the force is assumed to be an arbitrary point on the contact surface.

Further generalization of the development presented in this section can be made if the friction force is considered as arising from uniformly or nonuniformly distributed shear stress at the contact area (Greenwood, 1988). In this case, the frictional shear stress is equal to μk times the normal pressure. While this approach gives the same results for the simpler case of a flat contact surface, it can also be used in the analysis of more complicated systems. In order to demonstrate the use of this approach, consider the case of a circular rotating disk of radius a being pressed against another disk with a force Fn. If the compressive stress σn is assumed to be uniform, one has

Equation 5.86. 

Effect of the friction force

The moment due to the friction force acting on an annular element of radius dr and area dA = 2πr dr as shown in Fig. 16 is

Equation 5.87. 

Effect of the friction force

which upon integration leads to

Equation 5.88. 

Effect of the friction force
Friction stress

Figure 5.16. Friction stress

Rolling contact

Figure 5.17. Rolling contact

Another important friction application pertains to wheeled vehicles, which depend on the friction forces for starting, moving, and stopping. A point on a moving wheel as the one shown in Fig. 17 can have an instantaneous zero velocity while its acceleration is different from zero. Generally, there are two different situations that may occur. In the first situation, the wheel rolls and slides on the ground such that the wheel motion can be described using two degrees of freedom; one describes the rolling motion, while the other describes the sliding displacement. Because of the sliding motion, the velocity of the point of contact P on the wheel is not equal to zero. In the case of pure rolling motion, on the other hand, no sliding occurs and the instantaneous velocity of the contact point P on the wheel is equal to zero. In this case, the instantaneous velocity of the center of the wheel C is

Equation 5.89. 

Rolling contact

where ω is the angular velocity of the wheel, and uCP is the position vector of point C with respect to point P. We must keep in mind that while in the preceding equation the velocity of point C is obtained using the instantaneous velocity of point P, vC takes on the same value so long as uCP represents the position vector of point C with respect to the contact point P. The direction of this velocity is always perpendicular to CP and its magnitude is equal to

Rolling contact

Equation 5.90. 

Rolling contact

where α is the angular acceleration of the wheel. The absolute acceleration of the contact point P can then be written as

Equation 5.91. 

Rolling contact

Assuming that the wheel is balanced such that its center of mass is the same as its geometric center, the absolute acceleration of the center of mass is equal to aC. Since in the case of pure rolling the wheel has only one degree of freedom, the equation of motion of the wheel can be obtained by taking the moments of the inertia and applied forces about the contact point P. This equation can be used to determine the unknown force or acceleration. The reaction force at the contact point can then be determined by evaluating the sum of the forces in the vertical direction.

WORKLESS CONSTRAINTS

Mechanical joints in multibody systems give rise to constraint forces that influence the motion of the system components. These forces appear in the static and dynamic equations when the equilibrium conditions are developed for each body in the system. As demonstrated in the remainder of this book, the resulting system of equations can be solved for a number of unknowns equal to the number of the constraint reaction forces plus the number of the system degrees of freedom. These equations, by eliminating the reaction forces, reduce to a number of equations equal to the number of degrees of freedom of the system, and therefore, the constraint reaction forces may be considered as auxiliary quantities that we are forced to introduce when we study the equilibrium of each body in the system separately. These forces, which can be eliminated by considering the equilibrium of the entire system of bodies, are the result of workless or ideal constraints. The internal reaction forces between the particles that form a rigid body are constraint forces which do no work. This can be demonstrated by using the fact that the distance between two particles i and j on a rigid body remains constant, that is,

Equation 5.92. 

WORKLESS CONSTRAINTS

where ri and rj are, respectively, the position vectors of the particles i and j, and c1 is a constant. By assuming a virtual change in the position vector of the two particles, Eq. 92 yields

Equation 5.93. 

WORKLESS CONSTRAINTS

Let Fijc be the constraint force acting on particle i as the result of the kinematic constraint of Eq. 93. Newton's third law states that when two particles exert forces on each other, the resulting interaction forces are equal in magnitude, opposite in direction, and directed along the straight line joining the two particles. According to this law, one may write Fjic = − Fijc as the reaction force that acts on particle j. Furthermore,

Equation 5.94. 

WORKLESS CONSTRAINTS

where c2 is a constant. The virtual work of the forces Fijc and Fjic can be written as

Equation 5.95. 

WORKLESS CONSTRAINTS

Substituting Eq. 94 into Eq. 95 and using Eq. 93, yields

Equation 5.96. 

WORKLESS CONSTRAINTS
Constraint forces

Figure 5.18. Constraint forces

which implies that the connection forces resulting from the constraints between the particles forming the rigid body do no work.

Similar comments apply to the case of other friction-free mechanical joints such as the revolute joint shown in Fig. 18. For instance, the virtual work of the reaction forces acting on body i is

Equation 5.97. 

Constraint forces

where rP is the global position vector of the joint definition point P shown in Fig. 18. The virtual work of the joint reaction forces acting on body j is

Equation 5.98. 

Constraint forces

Using the preceding two equations, one has

Equation 5.99. 

Constraint forces

This simple fact will be utilized in developing the principle of virtual work to eliminate the reaction forces from the equilibrium conditions leading to a number of equations equal to the number of degrees of freedom of the system.

PRINCIPLE OF VIRTUAL WORK IN STATICS

The concepts and definitions presented in the preceding sections are used in this section to develop the principle of virtual work for static equilibrium. The principle of virtual work in dynamics is discussed in the following section.

Equipollent Systems of Forces

The first step in deriving the principle of virtual work is to prove that two equipollent systems of forces produce the same virtual work. It was shown in Section 3 that a force Fi acting at an arbitrary point Pi on a rigid body i is equipollent to a force Fi that acts at the reference point and a moment Mi given by

Equation 5.100. 

Equipollent Systems of Forces

where

Equipollent Systems of Forces

Equation 5.101. 

Equipollent Systems of Forces

The virtual work of the original system of forces that consists of the force Fi is

Equation 5.102. 

Equipollent Systems of Forces

where riP is the global position vector of the arbitrary point Pi, which can be expressed in terms of the coordinates of the reference point and the angular orientation of the body as

Equation 5.103. 

Equipollent Systems of Forces

Substituting Eq. 103 into Eq. 102 yields

Equation 5.104. 

Equipollent Systems of Forces

By comparing Eqs. 101 and 104 one concludes that

Equation 5.105. 

Equipollent Systems of Forces

which implies that two equipollent systems of forces do the same work.

Principle of Virtual Work

The fact that two equipollent systems of forces do the same work can be utilized to provide a systematic development of the principle of virtual work. Consider a body i that is acted upon by the system of forces Fi1, Fi2, ..., Finf and the system of moments Mi1, Mi2, ..., Minm. This system of forces and moments that also includes the reaction forces and moments can be replaced by an equipollent system that consists of one force Fie and one moment Mie as shown in Fig. 19. The virtual work of the original system of forces shown in Fig. 19a is

Equation 5.106. 

Principle of Virtual Work

where rij is the position vector of the point of application of the force Fij and θi is the angular orientation of the body i. Equation 106 can be written as

Equation 5.107. 

Principle of Virtual Work
Equipollent forces

Figure 5.19. Equipollent forces

The virtual work of the system of forces shown in Fig. 19b can simply be written as

Equation 5.108. 

Equipollent forces

where rie is the position vector of the point of application of the resultant force Fie.

Since the two systems of forces shown in Fig. 19 are equipollent, one has δWi = δWir, or

Equation 5.109. 

Equipollent forces

If body i is to be in static equilibrium, the following conditions must hold:

Equation 5.110. 

Equipollent forces

which also yield

Equation 5.111. 

Equipollent forces

Substituting these two equations into Eq. 109, one obtains

Equation 5.112. 

Equipollent forces

This is a mathematical statement of the principle of virtual work for the static equilibrium of body i. Equation 112 states that if body i is in static equilibrium, the virtual work of all the forces and moments that act on this body must be equal to zero. This equation can be written as

Equation 5.113. 

Equipollent forces

Constraint Forces

Equation 113 includes the effect of the external and constraint forces and moments. One may write Eq. 113 as

Equation 5.114. 

Constraint Forces

where δWie is the virtual work of the external forces and moments, and δWic is the virtual work of the constraint forces and moments.

If the mechanical system consists of nb bodies, an equation similar to Eq. 114 can be obtained for each body in the system. By summing up these equations, one obtains

Equation 5.115. 

Constraint Forces

Since joint constraint forces are equal in magnitude and opposite in direction, the virtual work of the constraint forces that act on the system must be equal to zero, that is,

Equation 5.116. 

Constraint Forces

Substituting Eq. 116 into Eq. 115 leads to the principle of virtual work for the static equilibrium of multibody systems as

Equation 5.117. 

Constraint Forces

which implies that the multibody system that consists of interconnected bodies is in static equilibrium if the virtual work of all the external forces acting on the system is equal to zero.

Equilibrium Equations

Let a multibody system that consists of nb bodies be subjected to a system of external forces and moments given by

Equation 5.118. 

Equilibrium Equations

The virtual work of this system of forces and moments is

Equation 5.119. 

Equilibrium Equations

As demonstrated previously, rj and θj can be expressed in terms of the independent coordinates of the system, that is,

Equation 5.120. 

Equilibrium Equations

where qi is the vector of system independent coordinates or degrees of freedom. Virtual changes in the system coordinates yield

Equation 5.121. 

Equilibrium Equations

Substituting Eq. 121 into Eq. 119 leads to

Equation 5.122. 

Equilibrium Equations

which can be written as

Equation 5.123. 

Equilibrium Equations

where Qe is the vector of generalized external forces defined as

Equation 5.124. 

Equilibrium Equations

If the system is in static equilibrium, Eqs. 117 and 123 yield

Equation 5.125. 

Equilibrium Equations

Since the components of the vector qi are assumed to be independent, one has

Equation 5.126. 

Equilibrium Equations

This equation implies that if the system is in static equilibrium, the vector of generalized external forces associated with the system degrees of freedom must be equal to zero. Equation 126 represents a system of algebraic equilibrium equations that has a number of equations equal to the number of degrees of freedom of the system. Therefore, these equations can be solved for a number of unknowns equal to the number of degrees of freedom of the system.

It is clear that several basic steps are used in deriving the principle of virtual work for static equilibrium. In the first step, the fact that equipollent systems of forces do the same work is utilized. In the second step, the static equilibrium conditions are used to obtain the principle of virtual work as applied to each body in the system. At this intermediate step, the virtual work of the joint reaction forces must be considered because each body is treated separately. In the third step, the principle of virtual work for the multibody system that consists of a set of interconnected bodies is developed. Since in this step the equilibrium of the entire system is considered, the fact that the virtual work of the joint reaction forces acting on the system is equal to zero is utilized. This step leads to Eq. 117, which is valid regardless of the set of coordinates used. Finally, a set of independent equilibrium conditions is obtained by writing the principle of virtual work in terms of the virtual change in the system degrees of freedom. This step leads to the static equilibrium conditions of Eq. 126.

Slider crank mechanism

Figure 5.20. Slider crank mechanism

Illustrative Example

To demonstrate the use of the principle of virtual work in the static equilibrium analysis of multibody systems, the slider crank mechanism shown in Fig. 20 is used. The crankshaft is subjected to an external moment M2, while the slider block is acted upon by a force F4. We assume that the origins of the body coordinate systems are attached to the body centers of mass. To illustrate the process of eliminating the reaction forces, Eq. 113 is first used for the static equilibrium analysis of each body in the mechanism. For the crankshaft, Eq. 113 is given by

Equation 5.127. 

Illustrative Example

where m2 is the mass of the crankshaft, r2O and r2A are, respectively, the global position vectors of points O and A, R2y is the vertical component of the position vector of the center of mass of the crankshaft, and Fij is the vector of the joint reaction forces acting on body j as the result of its connection with body i.

Similarly, the virtual work of the forces acting on the connecting rod can be written as

Equation 5.128. 

Illustrative Example

where m3 is the mass of the connecting rod, r3B is the global position vector of point B, and R3y is the vertical component of the position vector of the center of mass of the connecting rod.

The virtual work of the forces acting on the slider block is also equal to zero. This leads to

Equation 5.129. 

Illustrative Example

Observe that δr2O = 0 since point O is a fixed point, and that δr2A = δr3A and δr3B = δr4B as the result of the conditions of the revolute joints at points A and B, respectively. Also, δR4y = 0, since the slider block moves only in the horizontal direction. Keeping this in mind and adding the preceding three equations leads to Eq. 117 for this mechanism as

Equation 5.130. 

Illustrative Example

While the reaction forces appear in the static equilibrium equations when the principle of virtual work is applied to each link separately, these reactions are automatically eliminated by adding the resulting equilibrium equations leading to Eq. 130 which contains only the virtual work of the external forces. This equation in its current form is not very useful. In order to make use of this equation we express δR2y, δR3y, δθ2, and δR4x in terms of the system degree of freedom which we may select as θ2. In this case, one has

Equation 5.131. 

Illustrative Example

where l2O is the distance from point O to the center of the crankshaft and l3A is the distance from point A to the center of the connecting rod. Since

Equation 5.132. 

Illustrative Example

one has

Equation 5.133. 

Illustrative Example

Substituting this equation into Eq. 131 yields

Equation 5.134. 

Illustrative Example

Substituting these equations into Eq. 130 leads to

Equation 5.135. 

Illustrative Example

which can be written in the form of Eq. 125 as

Equation 5.136. 

Illustrative Example

where Qe is the generalized force associated with the independent coordinate θ2 and is given by

Equation 5.137. 

Illustrative Example

Since θ2 is an independent coordinate, the scalar Qe of Eq. 136 must be equal to zero, leading to the following algebraic equation:

Equation 5.138. 

Illustrative Example

This equation does not include any reaction forces and can be solved for one unknown. For example, if the external moment M2 is given, one can use the preceding equation to determine the force F4, which is required in order to keep the mechanism in a given static equilibrium configuration.

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

The principle of virtual work can be generalized to study the dynamics of multibody systems that consist of interconnected bodies. In this case, the inertia forces and D'Alembert's principle can be used to establish the principle of virtual work in dynamics. For the rigid body i, the equations of motion are

Equation 5.139. 

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

where Fi is the vector of resultant forces that act on body i, Mi is the sum of the moments about the center of mass, Ai is the acceleration vector of the center of mass,

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

Using the concept of the equipollent systems of forces discussed in the preceding sections, and without any loss of generality, the force vector Fi can be selected in such a manner that its point of application is the center of mass of the body. One may then multiply the first equation in Eq. 139 by δRi and the second equation by δθi, where Ri is the global position vector of the center of mass of the body. This yields

Equation 5.140. 

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

By adding these two equations, one obtains

Equation 5.141. 

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

or

Equation 5.142. 

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

This equation can be written as

Equation 5.143. 

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

where δWi is the virtual work of the external and reaction forces and moments that act on body i, and δWii is the virtual work of the inertia forces and moments of this body, that is,

Equation 5.144. 

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

Note that δWi can also be written as

Equation 5.145. 

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

where δWic is the virtual work of the constraint forces and moments, and δWie is the virtual work of the external forces and moments. Substituting Eq. 145 into Eq. 143, one obtains

Equation 5.146. 

PRINCIPLE OF VIRTUAL WORK IN DYNAMICS

which implies that when the dynamics of a body is considered separately, the virtual work of the reaction forces acting on the body must be included. It is also important to reiterate at this point that the virtual work of Eq. 146 may be expressed in terms of the actual system of external and reaction forces acting on this body instead of the equipollent system, since both systems produce the same virtual work.

Connectivity Conditions

If the mechanical system consists of nb interconnected rigid bodies, the use of Eq. 146 leads to

Equation 5.147. 

Connectivity Conditions

Due to the fact that the joint constraint forces that act on two adjacent bodies are equal in magnitude and opposite in direction, one has

Equation 5.148. 

Connectivity Conditions

Substituting this equation into Eq. 147 yields

Equation 5.149. 

Connectivity Conditions

This is the principle of virtual work for dynamics, which states that the virtual work of the external forces and moments acting on the system is equal to the virtual work of the inertia forces and moments of the system. In Eq. 149, one does not need to consider the reaction forces of the workless constraints. Equation 149 can be written as

Equation 5.150. 

Connectivity Conditions

where

Equation 5.151. 

Connectivity Conditions

The coefficients of the virtual displacements in Eq. 150 cannot be set equal to zero because these displacements are not independent. To make use of Eq. 150, the virtual changes in the system degrees of freedom are used.

Dynamic Equations

As in the case of the static equilibrium, the virtual displacements can be expressed in terms of the virtual displacements of the independent coordinates. By so doing, the virtual work of the external and inertia forces and moments can be expressed as

Equation 5.152. 

Dynamic Equations

where Qe and Qi are, respectively, the vectors of generalized external and inertia forces associated with the system independent coordinates qi. Substituting Eq. 152 into Eq. 150, one obtains

Equation 5.153. 

Dynamic Equations

Since the components of the vector qi are assumed to be independent, Eq. 153 leads to

Equation 5.154. 

Dynamic Equations

These are the dynamic equations for the multibody system, which imply that the vectors of the generalized external and inertia forces associated with the independent coordinates must be equal. The number of scalar equations in Eq. 154 is equal to the number of degrees of freedom of the system. Consequently, Eq. 154 can be used to solve for a number of unknowns equal to the number of the system degrees of freedom.

Illustrative Example

The use of the principle of virtual work in dynamics can be demonstrated using the slider crank mechanism discussed in the preceding section and shown in Fig. 20. Since the mechanism has one degree of freedom, the vectors Qe and Qi of Eq. 154 reduce to scalars. It was shown in the preceding section that the generalized external force Qe associated with the angular rotation of the crankshaft is given by

Equation 5.155. 

Illustrative Example

where all the variables in this equation are as defined in the preceding section. The virtual work of the inertia forces is given by

Equation 5.156. 

Illustrative Example

where aix and aiy are the components of the acceleration of the center of mass of link i,

Illustrative Example

Equation 5.157. 

Illustrative Example

which upon using Eq. 133 yields

Equation 5.158. 

Illustrative Example

Substituting Eqs. 133, 134, and 158 into Eq. 156 yields

Equation 5.159. 

Illustrative Example

which can be written as δWi = Qi δθ2, where

Equation 5.160. 

Illustrative Example

By using Eqs. 154, 155, and 160, the dynamic condition for the slider crank mechanism can be written as

Equation 5.161. 

Illustrative Example

The acceleration components that appear in this equation are not independent by virtue of the kinematic constraints. The relationships between these accelerations can be found by differentiating the algebraic constraint equations, as previously explained. All the acceleration components of the slider crank mechanism can be expressed in terms of θ2,

Illustrative Example

LAGRANGE'S EQUATION

The principle of virtual work allows us to formulate the dynamic equations using any set of independent generalized coordinates. Lagrange (1736–1813) created this powerful tool, recognized its superiority in formulating the dynamic equations, and used it as the starting point to formulate Lagrange's equation, which we will discuss in this section.

The virtual work of the inertia forces of a rigid body i is defined as

Equation 5.162. 

LAGRANGE'S EQUATION

where ρi and Vi are, respectively, the mass density and volume of the rigid body, and ri is the global position vector of an arbitrary point on the rigid body. The global position vector of the arbitrary point can be written in terms of the system generalized coordinates as

Equation 5.163. 

LAGRANGE'S EQUATION

It follows that

Equation 5.164. 

LAGRANGE'S EQUATION

Substituting Eq. 164 into Eq. 162, the virtual work of the inertia forces of the rigid body i can be written as

Equation 5.165. 

LAGRANGE'S EQUATION

or

Equation 5.166. 

LAGRANGE'S EQUATION

where

Equation 5.167. 

LAGRANGE'S EQUATION

is the vector of generalized inertia forces of body i associated with the system generalized coordinates q.

We note also that the absolute velocity vector of the arbitrary point on the rigid body is

Equation 5.168. 

LAGRANGE'S EQUATION

from which one can deduce the following identity:

Equation 5.169. 

LAGRANGE'S EQUATION

By using a similar procedure, one can also show that

Equation 5.170. 

LAGRANGE'S EQUATION

By using the identity of Eq. 169, the generalized inertia forces of the rigid body i given by Eq. 167 can be written as

Equation 5.171. 

LAGRANGE'S EQUATION

Note that

Equation 5.172. 

LAGRANGE'S EQUATION

which upon utilizing the identity of Eq. 169 leads to

Equation 5.173. 

LAGRANGE'S EQUATION

Substituting Eq. 173 into Eq. 171 and using the definition of the kinetic energy of body i

Equation 5.174. 

LAGRANGE'S EQUATION

the generalized inertia forces of the rigid body i can be expressed in terms of the body kinetic energy as

Equation 5.175. 

LAGRANGE'S EQUATION

The inertia forces of a system of nb rigid bodies can then be written as

Equation 5.176. 

LAGRANGE'S EQUATION

where T is the system kinetic energy defined as

LAGRANGE'S EQUATION

Using the principle of virtual work in dynamics, one concludes that if the generalized coordinates are independent, the system equations of motions can be written as

Equation 5.177. 

LAGRANGE'S EQUATION

where qj, j = 1, 2, ..., n are the independent coordinates or the system degrees of freedom and Qj is the generalized applied force associated with the independent coordinate qj. Equation 177 is called Lagrange's equation of motion.

GIBBS-APPEL EQUATION

The identity of Eq. 170 clearly demonstrates that the virtual work of the inertia forces of the rigid body i can be evaluated using any of the following expressions:

Equation 5.178. 

GIBBS-APPEL EQUATION

or by using the expression of the kinetic energy in Lagrange's equation as previously discussed. All of these forms are equivalent and lead to the same results when the same set of coordinates are used.

While in Lagrange's equation, the generalized inertia forces are expressed in terms of the kinetic energy which is quadratic in the velocities; in Gibbs-Appel equation, the generalized inertia forces are expressed in terms of an acceleration function. The Gibbs-Appel form of the inertia forces can be obtained using the third equation in Eq. 178. This equation can be written as

Equation 5.179. 

GIBBS-APPEL EQUATION

which can also be written as

Equation 5.180. 

GIBBS-APPEL EQUATION

where Si is an acceleration function defined as

Equation 5.181. 

GIBBS-APPEL EQUATION

HAMILTONIAN FORMULATION

The forces acting on a mechanical system can be classified as conservative and nonconservative forces. If Qe is the vector of generalized forces acting on the multibody system, this vector can be written as

Equation 5.182. 

HAMILTONIAN FORMULATION

where Qco and Qnc are, respectively, the vectors of conservative and nonconservative forces. As pointed out previously, conservative forces can be derived from a potential function V, that is,

Equation 5.183. 

HAMILTONIAN FORMULATION

where q = [q1 q2 ... qn]T is the vector of generalized coordinates of the multibody system. Substituting Eq. 183 into Eq. 182, one obtains

Equation 5.184. 

HAMILTONIAN FORMULATION

If the generalized coordinates are independent, Lagrange's equation can be written in the following form:

Equation 5.185. 

HAMILTONIAN FORMULATION

Using Eqs. 184 and 185 and keeping in mind that the potential function V does not depend on the generalized velocities, one gets

Equation 5.186. 

HAMILTONIAN FORMULATION

Define the Lagrangian L as

Equation 5.187. 

HAMILTONIAN FORMULATION

In terms of the Lagrangian, Lagrange's equation takes the form

Equation 5.188. 

HAMILTONIAN FORMULATION

Canonical Equations

If the multibody system has n degrees of freedom, Lagrange's equation defines n second-order differential equations of motion expressed in terms of the degrees of freedom and their time derivatives. The Hamiltonian formulation, on the other hand, leads to a set of first-order differential equations defined in terms of the generalized coordinates and generalized momenta Pi, which are defined as

Equation 5.189. 

Canonical Equations

In obtaining Eq. 189, the fact that the potential energy is independent of the velocities is utilized. This equation can be used to define the vector of generalize momenta as

Equation 5.190. 

Canonical Equations

The Hamiltonian H is defined as

Equation 5.191. 

Canonical Equations

and

Equation 5.192. 

Canonical Equations

It is clear from the definition of the vector of the generalized momenta of Eq. 190 that the second and third terms on the right side of the preceding equation cancel. Consequently,

Equation 5.193. 

Canonical Equations

Using Eq. 190, the generalized velocity vector can be expressed in terms of the generalized momenta. If the results are substituted into Eq. 191, the Hamiltonian can be expressed in terms of the generalized coordinates and momenta as

Equation 5.194. 

Canonical Equations

If follows that

Equation 5.195. 

Canonical Equations

Comparing Eqs. 193 and 195, it is clear that

Equation 5.196. 

Canonical Equations

Using these identities and Eq. 188, one obtains the following set of 2n first-order differential equations:

Equation 5.197. 

Canonical Equations

These equations are called the canonical equations of Hamilton. The 2n first-order differential equations replace the n second-order differential equations that can be derived using the principle of virtual work or Lagrange's equation. In order to use the canonical equations, one first needs to define the Lagrangian L as a function of the coordinates and velocities using Eq. 187. The vector of generalized momenta can then be defined using Eq. 190. The generalized momenta and the Lagrangian can be used to define the Hamiltonian H using Eq. 191. The first-order differential equations of the system can be obtained by substituting the Hamiltonian H into Eq. 197.

In principle, the principle of virtual work, Lagrange's equation, Gibbs-Appel equation, and the canonical equations of Hamilton can be used to define the same set of differential equations. The answer to the question of which method is better for formulating the dynamic equations depends on the application. In computational dynamics wherein the interest is focused on developing general solution procedures, it is not clear what advantage each method can provide as a computational tool since all these methods can be used to obtain the same equations.

Conservation Theorem

A generalized coordinate that does not appear in the Lagrangian l is called cyclic or ignorable. Cyclic or ignorable coordinates are also absent from the Hamiltonian H. For a cyclic coordinate qk, one has

Equation 5.198. 

Conservation Theorem

If there are no nonconservative forces associated with the cyclic coordinate qk, Eq. 197 yields

Conservation Theorem

Equation 5.199. 

Conservation Theorem

The total time derivative of the Lagrangian L is given by

Equation 5.200. 

Conservation Theorem

Substituting Eq. 199 into the preceding equation, one gets

Equation 5.201. 

Conservation Theorem

which yields

Equation 5.202. 

Conservation Theorem

or equivalently,

Equation 5.203. 

Conservation Theorem

Since the potential energy function is independent of the velocities, one has

Equation 5.204. 

Conservation Theorem

Using this equation, Eq. 203 can be written as

Equation 5.205. 

Conservation Theorem

which implies that

Equation 5.206. 

Conservation Theorem

That is, in the case of a conservative system, the Hamiltonian H is a constant of motion. We also note that since

Equation 5.207. 

Conservation Theorem

the Hamiltonian H takes the following form:

Equation 5.208. 

Conservation Theorem

which implies that, for a conservative system, the Hamiltonian is the sum of the kinetic and potential energies of the system and it remains constant throughout the system motion.

RELATIONSHIP BETWEEN VIRTUAL WORK AND GAUSSIAN ELIMINATION

The results obtained previously in this chapter for the slider crank mechanism shown in Fig. 20 using the principle of virtual work can also be obtained using the Gaussian elimination and the equations of the static equilibrium. Figure 25 shows the forces acting on the links of the slider crank mechanism. The equations of the static equilibrium of the crankshaft can be written as

Equation 5.209. 

RELATIONSHIP BETWEEN VIRTUAL WORK AND GAUSSIAN ELIMINATION

The equations of the static equilibrium of the connecting rod are

Equation 5.210. 

RELATIONSHIP BETWEEN VIRTUAL WORK AND GAUSSIAN ELIMINATION

The equation of the static equilibrium fo the slider block is

Equation 5.211. 

RELATIONSHIP BETWEEN VIRTUAL WORK AND GAUSSIAN ELIMINATION
Forces of the slider crank mechanism

Figure 5.25. Forces of the slider crank mechanism

The preceding seven equations of the static equilibrium of the three links of the slider crank mechanism can be rearranged and written in the following matrix form:

Equation 5.212. 

Forces of the slider crank mechanism

In this matrix equation it is assumed that the unknowns are the external moment M2 and the components of the reaction forces F12x, F12y, F23x, F23y, F34x, and F34y. A standard Gaussian elimination procedure can be used to obtain an upper triangular form of the coefficient matrix in the preceding equation. This Gaussian elimination procedure leads to

Equation 5.213. 

Forces of the slider crank mechanism

where

Equation 5.214. 

Forces of the slider crank mechanism

Equation 123 can be solved for M2 as

Equation 5.215. 

Forces of the slider crank mechanism

which is the same equation obtained earlier in this chapter (Section 6) using the principle of virtual work.

PROBLEMS

  1. For the rod shown in Fig. P1, assume that F = 5 N, M = 3 N · m, and ϕ = 45°. Assuming that the generalized coordinates of the rod are the Cartesian coordinates of point A and the angular orientation of the rod, determine the generalized forces associated with these generalized coordinates.

    Figure P5.1

    Figure P5.1. Figure P5.1

  2. Repeat problem 1 assuming that the generalized coordinates of the rod are the Cartesian coordinates of point C and the angular orientation of the rod.

  3. For the system shown in Fig. P2, let θ be the independent generalized coordinate of the rod. Determine the generalized forces associated with this generalized coordinate. Neglect the effect of gravity.

    Figure P5.2

    Figure P5.2. Figure P5.2

  4. Repeat problem 3 taking into consideration the effect of gravity.

  5. For the system shown in Fig. P3, let F=10 N, M2 = 3 N · m, M3 = 3 N · m, θ2 = 45°, and θ3 = 30°. Determine the generalized forces associated with the generalized coordinates θ2 and θ3. Neglect the effect of gravity.

    Figure P5.3

    Figure P5.3. Figure P5.3

  6. Repeat problem 5 taking into account the effect of gravity.

  7. Repeat problem 5 assuming that the generalized coordinates are x2 and x3.

  8. For the system shown in Fig. P4, write the virtual changes in the position vector of point C in terms of the virtual change in the independent generalized coordinates θ2, θ3, and θ4.

    Figure P5.4

    Figure P5.4. Figure P5.4

  9. For the system shown in Fig. P4, obtain the generalized forces associated with the generalized coordinates θ2, θ3, and θ4. Assume θ2 = 45°, θ3 = 30°, θ4 = 45°, ϕ = 30°, F = 10 N, M2 = 10 N · m, M3 = 8 N · m, and M4 = 3 N · m. Consider the effect of gravity.

  10. For the slider crank mechanism shown in Fig. P5, assume that θ2 = 45°, M2 = 10 N · m, and F4 = 10 N. Determine the generalized force associated with the independent generalized coordinate θ2. Consider the effect of gravity.

    Figure P5.5

    Figure P5.5. Figure P5.5

  11. Repeat problem 10 assuming that the independent generalized coordinate is the location of the slider block.

  12. For the four-bar linkage shown in Fig. P6, obtain the generalized force associated with the independent generalized coordinate θ2. Assume that θ2=60°, ϕ=30°, M2=5 N · m, F3 = 3 N, and M4 = 5 N · m. Consider the effect of gravity.

  13. Repeat problem 12 assuming that the generalized coordinate is selected to be the angular orientation of the coupler θ3.

  14. Repeat problem 12 assuming that the generalized coordinate is selected to be the angular orientation of the rocker θ4.

    Figure P5.6

    Figure P5.6. Figure P5.6

  15. For the unconstrained rod shown in Fig. P1, determine F, m, and ϕ such that the rod is in static equilibrium. Use the principle of virtual work.

  16. For the system shown in Fig. P2, let θ = 45°, F = 5 N, and ϕ = 60°. Assume that the mass and length of the rod are 1 kg and 1 m, respectively. Determine the moment m such that the system is in static equilibrium position. Use the principle of virtual work and consider the effect of gravity.

  17. For the system shown in Fig. P2, let the length of the rod be 1 m, θ = 45°, F = 5 N, M = 3 N · m, and ϕ = 60°. Using the principle of virtual work determine the weight of the rod such that the system is in static equilibrium position.

  18. Use the principle of virtual work in statics to determine the joint torque M2 and m3 of the system shown in Fig. P3. Assume that θ2 = 45°, θ3 = 30°, and F = 5 N. Consider the effect of gravity.

  19. For the system shown in Fig. P3, let M2 = 3 N · m, M3 = 5 N · m, F = 5 N. Does a static equilibrium configuration exist for this system? Use the principle of virtual work to find the answer and consider the effect of gravity.

  20. For the system shown in Fig. P4, let θ2 = 45°, θ3 = 30°, θ4 = 45°, ϕ = 30°, and F = 5 N. Use the principle of virtual work to determine M2, M3, and M4 such that the system is in static equilibrium. Consider the effect of gravity.

  21. Use the principle of virtual work in statics to determine the input torque M2 of the slider crank mechanism shown Fig. P5. Assume that θ2 = 45° and F4 = 4 N. Take into consideration the effect of the gravity. Assume that the generalized coordinate is the joint angle θ2.

  22. Repeat problem 21 assuming that the generalized coordinate is the horizontal position of the slider block.

  23. Use the principle of virtual work in statics to determine the input torque M2 of the four-bar linkage shown in Fig. P6. Consider the generalized coordinate to be the crank angle θ2. Consider the effect of gravity and assume that θ2 = 60°, ϕ = 45°, F3 = 5 N, and M4 = 5 N · m.

  24. Repeat problem 23 assuming that the generalized coordinate is the orientation of the coupler θ3.

  25. Repeat problem 23 assuming that the generalized coordinate is the orientation of the rocker θ4.

  26. Use the principle of virtual work in statics to determine the output torque M4 that acts on the rocker of the four-bar linkage shown in Fig. P6. Assume that θ2 = 60°, ϕ = 45°, F3 = 5 N, and M2 = 5 N · m. Consider the crank angle θ2 as the generalized coordinate. Take the effect of gravity into consideration.

  27. Repeat problem 26 assuming that the generalized coordinate is the rocker angle θ4.

  28. The components of the acceleration of the center of mass of the rod shown in Fig. P1 are ax = 50m/s2, ay = 120m/s2. The angular acceleration of the rod is assumed to be 500 rad/s2. The rod is assumed to be slender and uniform with mass 1 kg. Use the principle of virtual work in dynamics to determine m, F, and ϕ. Consider the effect of gravity.

  29. For the system shown in Fig. P2, let θ = 45°, ϕ = 60°, F = 10 N. The rod shown in the figure is assumed to be uniform and slender with mass 1 kg and length 1 m. The angular velocity and angular acceleration of the rod are assumed to be

    Figure P5.6
  30. Repeat problem 29 assuming that the angular acceleration

    Figure P5.6
  31. Use the principle of virtual work in dynamics to determine the joint torques M2 and m3 for the system shown in Fig. 5-28. Use the following data: θ2 = 45°, θ3 = 30°,

    Figure P5.6
  32. The system shown in Fig. P4 consists of three uniform slender rods that are connected by revolute joints. Let θ2 = 45°, θ3 = 30°, θ4 = 45°,

    Figure P5.6
  33. Determine the joint reaction forces in problem 31.

  34. Determine the joint reaction forces in problem 32.

  35. The crankshaft and connecting rod of the slider crank mechanism shown in Fig. P5 are assumed to be uniform slender rods. Use the principle of virtual work in dynamics to determine the input torque M2. Use the following data: θ2 = 45°,

    Figure P5.6
  36. Repeat problem 35 assuming that

    Figure P5.6
  37. Determine the joint reaction forces in problem 35.

  38. Determine the joint reaction forces in problem 36.

  39. The crankshaft, coupler, and rocker of the four-bar linkage shown in Fig. P6 are assumed to be uniform slender rods. Assume that θ2 = 60°,

    Figure P5.6
  40. Repeat problem 39, assuming the rocker angle θ3 as the generalized coordinate.

  41. Repeat problem 39, assuming the coupler angle θ4 as the generalized coordinate.

  42. Determine the joint reaction forces in problem 39.

  43. Repeat problem 39 assuming that

    Figure P5.6
  44. The system shown in Fig. P7 consists of a slider block of mass m2 and a uniform slender rod of mass m3, length l3, and mass moment of inertia about its center of mass J3. The slider block is connected to the ground by a spring that has a stiffness coefficient k. The slider block is subjected to the force F(t), while the rod is subjected to the moment m. Obtain the differential equations of motion of this two-degree-of-freedom system using Lagrange's equation.

    Figure P5.7

    Figure P5.7. Figure P5.7

  45. Determine the generalized inertia forces of the system of problem 44 using the three different equations given in Eq. 178. Compare the results obtained using these three equations with the results obtained using Lagrange's equation.

  46. Derive the differential equations of motion of the system of problem 44 using the Gibbs—Appel equation.

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