During my third year studying aeronautical engineering, I was fortunate enough to visit MIT on exchange. While there, I completed the 2.72 Elements of Mechanical Design course. The objective was to design and manufacture a high-precision desktop lathe using fundamental mech-E design principles.

As with most MIT courses, the lectures and course material are made publicly available on OpenCourseWare (OCW). Some students have also documented their experiences, see here, here, and here.

Rather than writing another blog detailing my experience taking the course, I'll focus on some interesting concepts I learnt along the way.

CAD render of desktop lathe
Exploded view of Y-axis translational mechanism

Using Transfer Matrices for Stiffness Calculations

The key metric that influences a lathe's quality is the workpiece-to-tool stiffness. There is a significant cutting force that traverses through the workpiece, via the spindle to the main lathe's structure and ends at the tool-piece.

But how do you calculate this?

One option could be to do an FEA, but this can be computationally expensive, and more importantly, time consuming, making iteration more challenging.

I was aiming to use a geometry-based ML optimization technique to evaluate all different structure configurations, so being able to quickly determine the overall system stiffness was needed. This is where Homogeneous Transfer Matrices (HTMs) come in!

As most Mech-E's do, I took a course on statics where we learnt how to calculate the stiffness of a beam under different load configurations.

Load DiagramEquations
Axial Loadd=FLEAd = \frac{FL}{EA}
Cantilever Beam with Point Loadd=FL33EI,    θ=FL22EId = \frac{FL^3}{3EI}, \;\; \theta = \frac{FL^2}{2EI}
Cantilever Beam with Momentd=ML22EI,    θ=MLEId = \frac{ML^2}{2EI}, \;\; \theta = \frac{ML}{EI}

where EE is Young's modulus, II is the second moment of area and AA is the cross-sectional area of the beam.

HTMs allow us to model the lathe as an inter-connection beams allowing us to calculate the relative deflection of a point relative to another based on a load vector.

For simplicity, I started with a 2D representation (this approach easily extends to the 3D case).

The deflection of dd relative to cc can be represented by

dHc=[  cos(θ)sin(θ)δ1sin(θ)cos(θ)Hδ2001  ]^d\mathbb{H}_c = \Bigg[ \; \begin{matrix} \cos(\theta) & -\sin(\theta) & -\delta _ 1 \\ \sin(\theta) & \cos(\theta) & H - \delta _ 2 \\ 0 & 0 & 1 \end{matrix} \; \Bigg]

Applying this to each beam element, the end-to-end HTM eHa^e\mathbb{H}_a can be calculated as

eHa=  eHd  dHc  cHb  bHa,^e\mathbb{H}_a = \; ^e\mathbb{H}_d \cdot \; ^d\mathbb{H}_c \cdot \; ^c\mathbb{H}_b \cdot \; ^b\mathbb{H}_a,

and the 2D deflection vector

v=  eHa[  00F  ].\mathbf{v} = \; ^e\mathbb{H}_a \cdot \Bigg[ \; \begin{matrix} 0 \\ 0 \\ F \end{matrix} \; \Bigg].

From this we can extract the

vy=[  010  ]v.\mathbf{v}_y = \big[ \; \begin{matrix} 0 & 1 & 0 \end{matrix} \; \big] \cdot \mathbf{v}.

Now we have a function vy=f(F,L1,L2,H1)\mathbf{v}_y = \mathcal{f}(F, L_1, L_2, H_1) which calculates the deflection as a function based on various design variables. By doing the same for vx\mathbf{v}_x and vz\mathbf{v}_z and any other deflection requirements, we can formulate an optimization function

minL1,L2,H1fs.t.L1...\min_{L_1, L_2, H_1} \mathcal{f} \\ \text{s.t.} | L_1 | \leq ...

for a load profile FF.

As usual, a key assumption is that deflections are small such that the geometry does not get significantly altered.

htms