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Servo vs. Stepper Motors: The Engineer's Guide

Figure 1: Visual comparison . Steppers (Left) are dense and simple. Servos (Right) are longer and include a visible feedback encoder housing on the rear. The Million Dollar Question: "Which Motor Do I Need?" If you are designing a CNC machine, a packaging robot, or a conveyor system, you face the same dilemma every time: Stepper or Servo? Make the wrong choice, and you face two disasters: The Stepper Trap: Your machine "loses steps" (positional error) without knowing it, scrapping parts. The Servo Trap: You spend $5,000 on a system that could have been done for $500, blowing your budget. This guide bridges the gap between mechanical requirements and electrical reality. Advertisement 1. The Stepper Motor: The "Digital Ratchet" Think of a Stepper Motor like a very strong, magnetic ratchet. It divides a full rotation into equal steps (typically 200 steps per revolution, or 1.8°). Pros...
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3-Position Synthesis with Inversion Method (Part 2)

In the previous introduction, we established the problem: We have fixed mounting points (O2 and O4) on our machine base, and we need to design a linkage to hit 3 specific positions.

Standard synthesis moves the pivots to fit the motion. In Kinematic Inversion, we do the opposite: we virtually move the ground to fit the coupler. By "freezing" the coupler in Position 1 and moving the ground relative to it, we can geometrically find the required link lengths.

Step 1: Setup the Constraints

Start by drawing your known constraints in the NX Sketcher:
1. The Fixed Ground Pivots (O2 and O4).
2. The 3 Desired Coupler Positions (A1B1, A2B2, A3B3).

Defining fixed ground pivots and 3 desired coupler positions in CAD
Figure 1: The setup showing fixed grounds (bottom circles) and the target motion path (red lines).

Step 2: Inverting Ground Pivot O2

Now we perform the "Inversion." We need to find where the ground pivot O2 would be relative to Position 1 if the coupler stayed still.

Finding O'2 (Relative Position 2):
Measure the geometric relationship (distance and angle) between ground O2 and coupler A2B2. Recreate this exact relationship attached to A1B1.

CAD Tip: Define a rigid triangle O2-A2-B2, copy it, and align the A-B side to A1-B1. The new location of O2 is your inverted point O'2.
Defining the rigid relationship between ground and position 2
Figure 2: Defining the rigid triangle O2-A2-B2.
Mapping the ground pivot relative to position 1 to find inverted point
Figure 3: Inverting the ground pivot to find point O'2 relative to the first position.

Finding O''2 (Relative Position 3):
Repeat the process for Position 3. Map the relationship of O2 relative to A3B3 back to A1B1.

Defining the rigid relationship for position 3
Figure 4: Capturing the geometry for the third position.
Locating the second inverted point O''2
Figure 5: We now have 3 relative ground points: O2, O'2, and O''2.

Step 3: Finding the Moving Pivots (G and H)

We now have three points (O2, O'2, O''2) that represent the path of the ground relative to the coupler. To find the fixed pivot on the coupler (the "Moving Pivot"), we find the center of the circle described by these three points.

Finding Moving Pivot G:
Draw chords between O2-O'2 and O'2-O''2. Construct perpendicular bisectors. The intersection point G is the moving pivot on the coupler.
Result: Link 2 is defined as the line connecting the real ground O2 to G.

Using perpendicular bisectors to find the center of the inverted ground path (Point G)
Figure 6: Intersection of the perpendicular bisectors locates Moving Pivot G.

Finding Moving Pivot H:
Repeat the entire inversion process for ground pivot O4. Find relative points O'4 and O''4. Bisect the chords to find intersection point H.
Result: Link 4 is defined as the line connecting the real ground O4 to H.

Repeating the inversion process for the second ground pivot to find Point H
Figure 7: Locating the second Moving Pivot H.

Step 4: The Final Linkage

Connect your real grounds to your new moving pivots:
1. Input Link = O2-G
2. Output Link = O4-H
3. Coupler = G-H-A1-B1 (Rigidly connected)

The final synthesized 4-bar linkage connecting fixed grounds to moving pivots
Figure 8: The completed linkage mechanism.

Let's verify this in the Part 3 video simulation.

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