A General Procedure for Basic Kinematic Chain Formation and Topology Selection for Planar Mechanisms

In a complete kinematic synthesis process, a designer must select a planar linkage topology that is well suited to their problem situation. This involves weighing a set of competing priorities. For example, is it better to choose a simple topology like a four-bar mechanism that will be cheaper to produce, or a complex topology like an eight-bar mechanism that can produce intricate motions but will also be more expensive and more difficult to synthesize? The process of selecting the topology is broadly known as type synthesis, or sometimes structure synthesis, and has been studied in the past. However, past works on planar linkage type synthesis have overemphasized isomorphism detection, identifying the complete set of unique topologies up to a certain number of links, while the central problem of choosing the ideal topology has often been overlooked. In this work, a general procedure for forming basic kinematic chains (BKCs), a simplified topological representation, is presented. Then, a set of rules and design principles is provided that can help a designer narrow the infinite possible BKC options down to a manageable set. A few practical examples are provided to demonstrate the concepts and show that the procedure is effective. A literature review is also provided that examines past works, as well as introducing alternative approaches, such as simultaneous algorithmic methods and spatial methods.