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ME 350 Final Report
Mobile Backpack Carrier
April 17th, 2012
Section 2 Team 27
Steve Hwang
Melvyn Pard
Theera Pornphaithoonsakun
Nan Zhong
2
TABLE OF CONTENTS Contents Page
Introduction and specifications…………………………………………………………………...…...
Functional decomposition……………………………………………………………….……..............
Motion generation………………………………………………………………………….………......
Design process……………………………………………………………………...................
Final design diagram………………………………………………………………………….
Loading and defection analysis………… …………………………………………………...
Energy conversion……………………………………………………………………………….…....
Power…………………………………………………………………………………………
Travel speed……………………………………………………………………………..…....
Design…………………………………………………………………………………………
Testing Result ……………………………………………………………………………...…
Transmission selection………………………………………………………………………..
Mounts and joints…………………………………………………………………………......
Strength analysis at torque transmitting joints………………………………………………..
Pulley teeth……………………………………………………………………………….…...
Deflection On the Motor Mount………………………………………………………………
Motion generation design revisions…………………………………………………………..
Safety and motor control………………………………………………………………………………
Calculations and tuning of code values……………………………………………………….
Control codes…………………………………………………………………….…………...
Design modification………………………………………………………………………….………..
Linkage clearance……………………………………………………………………..………
Code Adjustment……………………………………………………………….…..………...
Design critique and evaluation………………………………………………………….…………..…
Appendix A……………………………………………………………………………………………
Alternative design 1………………………………………………………………………..…
Alternative design 2…………………………………………………………………………..
Alternative design 3…………………………………………………………………………..
Appendix B……………………………………………………………………………………………
Motion generator design drawings and manufacturing plan………………………………….
Assembling instruction……………………………………………………………….…….....
Bill of materials…………………………………………………………..………….………..
Appendix C…………………………………………………………………………………….……...
Energy conversion design drawings and manufacturing plan………………………………...
Assembling instruction………………………………………………………………………..
Bill of materials………………………………………………………...………………….….
Appendix D………………………………………………………………………………………....…
Control and safety system wiring……………………………………………………………..
Control code……………………………………………………………………………….…
Bill of materials…………………………………………………………………………….…
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3
INTRODUCTION AND SPECIFICATIONS
Many university students in a wheelchair find it inconvenient to reach their textbooks and laptops in the
backpack on the back of the wheelchair. Therefore the Mechanical Engineering Department of the
University of Michigan assigned us to design, build and test a battery-driven mechanism to carry a
secured backpack from the back of a wheelchair to the side. There are two merits for this mechanism.
First, when the backpack is on the back of the wheelchair, the wheelchair could easily travel through
narrow corridors and doorways. Second, when classes begin and students need to put out their textbooks,
this mechanism moves the backpack to the side for easy access. To design such device, safety
requirements must be met. The device should move smoothly and stop quickly once someone has his
hand in the way of operation. The device should also have good craftsmanship. This is important because
it can affect the performance, safety as well as impression of our mobile backpack carrier.
We designed a four-bar linkage and the transmission, capable of transferring the backpack (12 lb) from
the back to the side of the wheelchair and return it without hitting obstacles created by the wheel, handles,
and other parts of the wheelchair. It is important to have the full device be compact on the back of the
wheel chair. The volume, which is the smallest rectangular box to encase our device, should be
minimized. The backpack end position has to be accessible. This can be done by minimizing the
horizontal distance, which is the distance from the outside edge of the armrest to the far edge of the
backpack holder. The final offset angle, which is the angle of the backpack holder at final position
relative to the arm rest of the wheelchair, should ideally be 90 degrees. Moreover, the forward offset,
which is the perpendicular distance from the centerline to the farthest point on the backpack holder,
should be maximized. Power consumption should be minimized. The mechanism needs to deliver the
backpack close to the wheelchair in nine seconds and the speed should be less than 10 degrees per second
for the last 30 degrees of travel. Safety is another major requirement. Our system has to include proximity
sensors to detect human proximity, and hard stop and limit switches to stop the backpack from moving
out of the desired range.
The main purpose of this report is to present the different components of our overall design: motion
generator, energy conversion/transmission components, and safety and motor controls. Initial design,
revisions, and final testing results are included and explained. The report ends with the critique and
evaluation of our overall design.
EXECUTIVE SUMMARY
We designed our backpack holder device’s linkage mechanism with the goal of having minimum volume
and linkage lengths to minimize power consumption, linkage deflection, and friction. We chose 6 : 1
timing belt and pulley and an electric motor for our transmission, and we used a combination of Arduino,
H bridge, and various sensors and switches to control and ensure the safety of our device. Modeling tools
were used to CAD and model the mechanics, dynamics, and loading of our design. Our backpack holder
device was manufactured, iteratively redesigned at certain parts, and tested. Our final testing results show
that our device fulfilled all requirements listed in the ME 350 project description document except not
being able to have a decelerated speed of less than 10 degrees per second. This is mainly because of the
speed and torque limitation of our motor. Other reasons could be that the redesigned holder has increased
weight and therefore extra deflection and friction at the joints. A large limitation to our device is on the
infrared sensors. The two sensors cannot sense anything expect those directly in front of them, therefore
creating blind spots for objects to be hit by the device, creating a safety hazard. We can improve our
design by using elastic material on the edges of moving parts to absorb shock when collision happens,
making our device safer. Another improvement is to implement feedback control in the controller coding,
so steady speeds can be maintained. In conclusion, we do not recommend the usage of our device to
wheelchair-bound students in the meantime, as explained our device is not safe enough, and further
adjustments on parts, change or increase in sensors, and a more powerful motor are needed before usage.
4
FUNCTIONAL DECOMPOSITION
The functional decomposition of our backpack holder is shown in Figure 1 below. It helps us break down
our project tasks into individual, manageable components while revealing the functional relationships
between them. The transmission of energy, information, and mass are shown as thin solid lines, dashed
lines, and thick solid lines, respectively.
Figure 1: Functional decomposition of mobile backpack carrier
MOTION GENERATION
Lincage software was utilized to design 3 point motion for our four-bar linkage mechanism. Solidworks
was used to CAD out our design and make sure that the dimensions fit. The CAD model was then loaded
into ADAMS for force/kinetic analysis.
Design Process The preliminary linkage system below was designed to have short links. Short links result in smaller
volume and also lower deflection of links, which in turns lowers joint friction and power output.
Transmission angle graph and linkage info has been provided below. The transmission angle is above the
required 15 degrees as can be seen in Figure 2 below, having a range of approximately 40 to 90 degrees.
The range is acceptable as a low angle results in inefficient power transmission from the output link to the
coupler link. To maximize forward offset both linkages are places near to the adapter.
5
Figure 2: Top view of mechanism path from Lincage, showing short links and acceptable
transmission angle
In order to pick the above linkage concept, each team member designed a linkage system concept (a total
of four concepts for the team). Based on these design concepts, we made a decision matrix focusing on
the scoring criterions in the final competition. Table 1 below shows the design matrix used to choose our
team’s final design. The initial length from the adaptor was used to quantify initial volume. Final angle
offset, horizontal offset, as well as forward offset were criteria defined in the project description. As
shown in the design matrix, Melvyn’s design scored highest and thus concurred to be the viable choice.
Table 1: Based on the decision matrix Melvyn’s design was the viable choice
Melvyn Nan Steve Theera
Value Score Value Score Value Score Value Score
Initial length from the adapter 9.94 in 2 10.40 in 2 8.47 in 3 20.24 in 1
Final Angle Offset 0 deg 3 10 deg 1 0 deg 3 0 deg 3
Horizontal Offset(Min) 7.14 in 2 7.74 in 2 7.30 in 2 8.10 in 1
Forward Offset (Max) 11.65 in 3 15.46 in 3 12.43 in 3 17.50 in 3
Transmission Angle Range 40 deg 3 25 deg 2 20 deg 1 50 deg 3
Total Score
13
10
12
11
6
Final Design Diagrams
In our final design, we decreased the weight of the coupler and both the bottom and top supporter to
decrease stress and deflection on the links as this would increase friction. More than this our coupler and
backpack holder were heavily modified to allow the backpack to travel without hitting the wheel of the
wheelchair. In addition flanges and angle bracket were included to ensure proper power transmission
throughout the experiment.
Figure 3: Right view of all the parts of the linkage system with labels
Figure 4: Isometric view of final design
Ground-input
Joint
Motion transmission
bolt
Input link
Input-coupler
Joint
Ground link
Coupler
Coupler-output
Joint Output link
Output-Ground
Joint
7
Figure 5: Back view of final design
Figure 6: Isometric exploded view of final design
8
Figure 7: Exploded View 1 (Left)
Figure 8: Exploded View 2 (Right)
Figure 9: Top view of final position
Figure 10: Top view of initial position
9
Figure 11: Section Drawing of Ground-input joint Figure 12: Section Drawing of Input-coupler joint
ground
link
Washer
Locknut
Bushing
Bearing
10
Table 2 below shows the combination of components used in the four joints in our mechanism. A
combination of sleeve bearings, needle thrust bearings and thrust washers are used to ensure low friction
Table 2: Materials needed for each joint
Ground-input joint Input-coupler joint Coupler-output joint Output-ground joint
1 - 5”Shoulder screw
7 - 1 3/8” thrust Washer
1 - 3/8” Sleeve Bearing
2 - Needle bearing
1 - 5/16” LockNut
1 - 1.75”Shoulder
screw 5 - 3/8” thrust
Washer
1 - 3/8” Sleeve Bearing
2 - Needle bearing
1 - 5/16” LockNut
1 - 2.25”Shoulder
screw
6 - 3/8” thrust Washer
1 - 3/8” Sleeve Bearing
2 - Needle bearing
1 - 5/16” LockNut
1 - 1.75”Shoulder screw
5 - 3/8” thrust Washer
1 - 3/8” Sleeve Bearing
1 - Needle bearing
1 - 5/16” LockNut
Figure 13: Section Drawing of Output-ground joint
Counter bore is applied here to lower the surface
level of the input link so that the whole system will
not interfere with the handle bar when moving.
Figure 14: Section Drawing of coupler-output joint
All the washers, bushings and bearings are used to
reduce the overall friction within the joints.
Shoulder
screew
11
Loading and Deflection Analysis Load magnitudes were calculated using ADAMS dynamic simulation software. Data from ADAMS were
then used to calculate the worse scenario deflections to ensure the viability of our overall design. The
loads data were also compared with load ratings to evaluate the quality of our joints design. Our joints
design are acceptable as the maximum loads the joint components could endure are much higher than the
maximum loads experienced in ADAMS simulation.
Loading analysis: Loading analysis for each joint was calculated via ADAMS dynamic simulation
software. Table 3 below shows the loads in 3 directions for each joint. Figure 16 is a screenshot of the
CAD model in ADAMS
Table 3: Loading and torque on each joint are within acceptable values.
Ground-
input
Ground-
output
Input-
coupler
Output-
coupler
Max Force (lb) X 0 0 0 0
Y 0 0 0 0
Z 46 43 21 20
Max Torque (lb-in) X 200 160 65 7
Y 0 23 158 113
Z 0 0 0 0
Figure 15: ADAMS Figure of Final Design
Deflection analysis: To estimate the total vertical deflection of the mechanism, deflection of each linkage
part were calculated separately then added up. To simplify the calculation of vertical displacement and to
estimate the worst scenario, each of the components was simplified as cantilever beams simply supported
at one side, shown in Figure 16 below. Vertical displacement was calculated using Equation 1
below. The parameters include vertical force, , length, , Young’s modulus of aluminum, , and area
moment of inertia, , of the cross sectional area. Moment of inertia is calculated using Equation 2 below.
Parameters include cross sectional area width, b, and height, h.
Eq. 1
Eq. 2
Table 4 p. 12 shows each links length, area moment of inertia, force, and deflection as well as total
deflection. Force used for input and output links were from joint load analysis done in ADAMS (Table 3),
and force used for coupler link was from weight of backpack. Moment of inertia of the coupler link was
calculated using the smallest cross sectional area to consider worse scenario.
Sleeve
bearing
12
Table 4: Deflection and loading analysis of links.
Link Length (in) Area Moment (in2) Force (lb) Deflection (in)
Input 9.85 0.034 21 0.019
Output 9.68 0.034 20 0.018
Coupler 7.50 0.031 12 0.005
Total 0.042
Figure 16: Free Body Diagram to calculate the deflection of each pivot
Load ratings: Maximum load rating for each joint component is shown in Table 5 below. The maximum
forces, in deflected coordinate axis, as shown in Figure 17 below, of all the joints together, are also shown
in the table as comparisons. Note that Figure 17 only shows the vertical force and its components as an
example, the original planar forces are not shown. The forces in deflected coordinate axis were calculated
using simple trigonometry from the forces in the original coordinate axis. The X’-component as shown in
Figure 17 below, is essentially the maximum planar force. The data in Table 5 shows that all forces are
below the maximum load ratings of the components, therefore our joint design is able to handle the loads
of our linkage mechanism.
Table 5: Load on each respected bearing, washer, and screw
Shoulder Screw Sleeve Bearing Needle Thrust Bearing Thrust Washer
Max Load (lb) 19000 750 1664 47
Max Z’ force (lb) 21 21 21 21
Max X’/Y’ force (lb) Negligible Negligible Negligible Negligible
Figure 17: Vertical force on a joint
Beam outline
Bearing Horizontal Datum
Vertical force and its
components
X’/Y’-component
Z’-component
Length
Vertical Deflection
Force
Horizontal datum
13
ENERGY CONVERSION
Transmission is necessary for minimizing power draw of the motor while meeting specified speed and
torque requirements for the designed mechanism. While good transmission design is important, it is also
important to minimize required torque, which relates back to minimizing friction in the linkage and joint
design. Timing belt and pulley combination of 6:1 ratio was chosen as the transmission type. Loading and
deflection analysis were performed to ensure the validity of the transmission design.
A transmission ratio of 6:1 is chosen. To validate this, past data of torque required to drive the input link
were used to derive required motor output speed, motor output power, and input power, making sure that
all fit in plausible ranges. All calculations were done under the assumption of 9 V input on the motor.
Therefore, stall torque stall current , and no-load speed, = 60 rpm; all
were calculated proportionally from the 12 V data given on the manufacturer Pololu’s website.
Required motor output torque values were derived using the transmission ratio of 6:1, then required motor
input speeds were calculated using the torque-speed relationship shown in Figure 18 below. The torque
speed relationship was estimated to be linear using the stall torque and the no-load speed .
Figure 18: Output torque-speed relationship of the motor is estimated to be linear. Max power is shown.
Power Calculations
The required output power values were calculated using respective torque and speed values. The
maximum output power is simply the maximum area under the torque-speed curve in Figure 18. The
required motor input power can be calculated by first using motor constant
to
calculate required input current, then multiplying the current and the constant 9V. The efficiency of the
motor is output power over input power.
The results of the calculations are summarized in Table 6. When required output torque is high, motor
input power is high and output speed and overall efficiency is low. It is due to the fact that the motor is
operating at the bad high torque and small output power area on the torque-speed curve. Therefore, high
input link torque is unfavorable. Low input torque is favorable and would minimize required power.
Table 6: High required input link torque is unfavorable. Power is minimized with low torque.
Required values Low Medium High
Input link torque (oz-in) 290 560 1120
Motor output torque (oz-in) 48 93 187
Motor output speed (rpm) 45.5 32 0.3
Motor output power (W) 1.6 2.1 0.03
Motor input power (W) 8.7 16.8 33.6
Efficiency (%) 18 12 0.1
0
25
50
75
100
125
150
175
200
0 10 20 30 40 50 60 70
To
rqu
e (o
z-i
n)
Speed (rpm)
Max Output Power
14
Travel Speed Calculations
It is given that the total travel time of the mechanism should be 9 seconds and that during the last of
travel, the speed should be decelerated with a maximum of 10 degrees per second. Given that our
mechanism’s total travel angle is , the equation below shows the relationship between the first speed,
and the decelerated second speed,
In the worst case scenario from past data, where input link torque is 1120 oz-in, the mechanism simply
cannot achieve 9 seconds travel time with the maximum output speed shown in Table 6. It is obvious
when plugging the values into Eq. 3. The medium torque range, however, provides enough space for
speed adjustment. At 1.7 rpm, =4.3 rpm. This again shows the
importance of minimizing input link torque.
Design
Results from both power and speed/travel time calculations show that a high required input link torque is
undesirable. Friction at the joints could contribute greatly to the required torque, therefore our design was
geared toward minimizing friction. Thrust washers, bronze bushings, and thrust bearings were used to
ensure smooth rotation at the joints. Deflections at the joints could increase friction, therefore to minimize
joint deflection the input and output link lengths were designed to be short, and double support were
added to both joints connecting ground and input/output links.
Testing Results
Final testing was performed using 9V from a power source, matching the theoretical calculations. Three
tests were performed and we made speed adjustments to our machine between the tests. Table 7 below
shows the result of three tests. Run 2 had the best result. While we fulfilled the total time requirement of
close to 9 seconds and stay in a good range (Table 6 in Motor input power calculations) of max power, we
could not fulfill the decelerated speed requirement. The main reason for failing to fulfill that
requirement is due to the limitation of the torque and speed of the motor. This will be further discussed in
the concluding discussion section of this report.
Table 7: Out of 3 tests, the 2nd
trial was chosen to be the best.
Test Total Time (sec) Low Speed (deg/sec) Max Power (W)
1 8.36 13 21
2 8.55 15 18
3 8.17 16 18
15
Figure 19 below shows the angle vs. forward speed. In the last 30 degrees the speed was too high,
approximately 15 degrees per second, and did not match up the 10 degrees per second requirement.
Figure 19: Best test results shows that forward speed during the last 30 degrees was too high.
Power is close to the calculated power for medium torque range (~16W). However, that does not actually
reveal much because pulse width modulation (PWM) is used to control the motor. Power usage is
constantly fluctuated from zero to a definite value as shown in Figure 20 below. Therefore, the real power
that we want to know and want to compare with theoretical calculations is not apparent from this data.
We can however note that the power does peak at the end, showing that the ending few seconds require
highest power and therefore highest torque.
Figure 20: Best test, max power fits calculated range
0
5
10
15
20
25
30
35
40
45
0 50 100 150 200 250
Fo
rwa
rd S
pee
d (
deg
/s)
Angle (degrees)
0
2
4
6
8
10
12
14
16
18
20
0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 5.5 6 6.5 7 7.5 8 8.5 9
Pow
er (
Watt
)
Time (sec)
Max approximately 18 W
Decelerated speed 15deg/s
16
Transmission Selection
The choice of transmission came down between gear and belt and pulley. Timing belt was chosen as the
choice of belt because it needs least tension of all belts and is less likely to slip than flat belt. Our team
ultimately chose the timing belt and pulley combination using the criterion shown below in Table 8. The
scoring of each criterion is given on 3 points maximum and 1 point minimum scale. The facts that belt is
less sensitive to deflection and that it is more adjustable were important reasons for our final decision.
Table 8: Timing belt was chosen for transmission type
Criterion Gears Points Timing belt Points
Volume Compact 3 Spaced 1
Manufacturability Require precision 1 Require less precision 2
Allowable deflection Little, teeth require good fit 1 Much more, belt is flexible 3
Adjustability Little, position requires
precision
1 More, belt direction does
not matter as much
3
Total 6 9
The components which we chose to use are pulleys 3.800"OD XL and 0.870"OD XL and timing belt 14"
XL from Mcmaster-Carr.
Mounts and Joints
Pulleys of 6:1 ratio and a timing belt were utilized for power transmission.
Figure 21: Whole back view of mechanism and transmission
The motor mount consists of a piece of angle stock, U-bolt, and a hole on the ground plate for the spacing
of the motor. A shoulder bolt goes through the right side pulley and through the input link for motion
transfer. In the final stages of design and manufacturing the angle bracket that came with the motor was
added an emplaced into the angles stock using bolts, to further secure the motor.
Angle bracket
17
Figure 22: Back view of joints and mountings for transmission system
The slot on the angle stock mount with the screws and also a slot on the plate below together allow
adjustment of the mount to tension the belt.
Figure 23: Front view
Figure 24: Exploded view of joint
18
Figure 25: Cross-sectional view from back.
Strength analysis for timing belt
The strength analysis for the timing belt design starts with the calculation of the theoretical allowable
force, then the estimation of the force on the belt. We used safety factor criterion to determine the best
belt model. Finally the theoretical torque results are compared with the experimental ones. The results for
these analysis processes can be seen as follows.
For all the calculations mention in this section, we use following assumptions:
1. All forces are acting on the horizontal surface.
2. No slip between the belt and the pulley.
3. No external force acting on the pulley.
4. All objects are rigid.
Theoretical allowable force: To determine whether the belt can withstand the torque, we first calculated
the maximum allowable force, , for the timing belt using Eq. 4; where b, , and , are the
allowable tension [lbf], belt width [in], pulley correction factor, and velocity correction factor
respectively. We used the correction factor of 0.5 to assume the worst case scenario for the 0.5 in wide
belt and assumed the velocity correction factor for Urethane belt to be 1. The manufacturer’s allowed
tension, Fa, was assumed using Eq. 5 where the UTS is the ultimate tensile strength of Urethane (5511.43
psi), and the cross section area of belt is based of 0.5 in wide and 0.01 in thick belt.
The Fa was calculated to be 13.77 lbf. Using this value, the maximum allowable force was determined to
be 13.78 lbf.
Theoretical force on belt: We calculated the timing belt force for three applied torques at input link
which are 1120 (high), 560 (average), and 290 (low) oz-in. These torques values were collected from last
year’s backpack holder design statistics and converted to the torque applied at the motor multiplying a
mechanical advantage factor of 1/6. The free body diagram used for this application is show in Figure 26.
19
The tension forces in the belt T1, and T2 were calculated by Eq. 6 and 7, respectively; where Ft, Fi, and Fc
note tension forces due to the transmitted torque, initial preloading, and centrifugal force, respectively. T
and d represent transmitted torque, and diameter of pulley (0.637 in), respectively. We assume the initial
load to be negligible since no initial tension is needed for the timing belt; while the centrifugal force was
also determined to be negligible.
Figure 26: Free body diagram for the motor driven pulley
Eq. 6
Eq. 7
The maximum forces on the belt based on T2 were calculated to be 18.31, 9.16, and 4.74 lbf for high,
average, and low applied torque, respectively.
Safety factor: The theoretical applied forces were compared using the safety factor, SF, (calculated by
theoretical allowable force divided by theoretical force on belt). The safety factor less than one will
demonstrate failure. In this case, the high torque (SF = 0.75) is not practical while average (SF = 1.50)
and low torque (SF = 2.91) falls within the safety factor criterion.
Comparison between : Experiment was performed during lab on Monday 2/20/12 to obtain
the torque load data shown in Table 9 below. The results were compared with the historical torque values
from last year and allowable loads using the safety factor criterion. The experimental torque requirements
were at the average range for the historical, showing that we have a good linkage design. The safety factor
for the maximum force recorded in the experiment was calculated to be more than one, and this confirms
that our design will not fail on the timing belt power transmission system.
In conclusion, the results for the strength analysis are shown in Table 9 below. The high belt tension from
the highest input link torque results in the risk of the belt breaking. This again shows the importance of
having low input torque, justifying our design efforts to minimize friction and deflection at the joints.
Table 9: Summary of strength analysis on timing belt
Applied input torque (oz-in)
Historical Experimental
High(1120) Average (560) Low (290) Max torque (726.4) Min torque (240)
Belt tension [lbf] 18.31 9.16 4.74 11.89 3.91
Safety factor <1 1.50 2.91 1.16 3.53
Driving pulley
20
Figure 27: Top view of driven pulley Figure 28: Front view of driving pulley
Assuming the pulley is static; the force acting on the shoulder bolt should be the vector sum of all the
other force acting on the driven pulley
We choose the worst case scenario at maximum torque = 1125 oz-in for the driven pulley and 187.5 oz-in
for the driving pulley. Applying Eq. 8—12 above, we calculate the normal & shear stress under the worst
case scenario to see if it exceeds max allowable normal& shear stress. The maximum allowable normal
stress data is derived from each component’s ultimate tensile strength. The maximum shear stress was
given from each manufacture’s website.
Pulley Teeth
To determine whether the stress acting on the teeth of input and output pulleys exceeds the material limit,
we assume the force is acting uniformly onto each contacted tooth (Figure 29 p. 21). By measuring the arc
of the timing belt contacting the pulleys in CAD, we determined that 4 teeth of the input pulley and 36
teeth of the output pulley can hold up the transmission force . We got the dimension of the tooth with
average thickness t and width D from the manufacture’s website. We then applied Eq. 11 to calculate the
shear stress acting on the cross section of those teeth.
Inp
ut
lin
k
driven pulley
Off-axis pin
Shoulder bolt
torque
Driving pulley
DC motor
Set screw
21
Figure 29: Pulley Teeth Free Body Diagram
Table 10. The comparison of stress and maximum allowable stress for torque transmitting joints
Force (lb) Normal
stress (ksi)
Maximum allowable
normal stress (ksi)
Shear
stress (ksi)
Maximum allowable
shear stress (ksi)
Shoulder bolt 123.8 0.87 180 1.12 84
Off-axis pin 50.22 0.74 180 0.45 84
Set screw 46.83 0.54 212 23.83 143
Input teeth 4.58 n/a n/a 0.179 9
Output teeth 0.51 n/a n/a 0.020 9
As can be seen in Table 10, none of the stresses exceed the corresponding maximum allowable values
Deflection on the Motor Mount
We mounted our motor on the angle stock, which is a 90 degree aluminum stock with dimension 2.5” x
2” x ¼” thick. To simplify the problem to a cantilever beam and to calculate worst case scenario, we
ignore the ¼” thickness on the bottom, treated as a 2.5” x ¼”rectangle with a force exerting on it. Figure
10 below illustrates the scenario. Total loading on the pulley, , which is the combination of two tensions
from the belt, is simplified to be a load on the top of the mount . It is calculated from the maximum motor
output torque of 187 oz-in from Table 6, p. 13 and the pulley diameter of 0.367 in, to be = 65 lb.
Figure 30: Fix angle stock mount
.
22
Then applying the beam deflection formula on the cantilever beam, we have:
Where E is the Young’s modulus of aluminum, , I is the inertia of the angle stock, height
b = 2.25 in, thickness t = 0.25 in, and length L = 2.8in. The resulting deflection is .
The mount deflection is negligible as belt permits small deflections, and will not affect the functionality
of our transmission design.
Motion Generation Design Revisions
The original supporter plate (ground plate) and the input link were changed minutely while designing
transmission to accommodate for the addition of the new transmission components. There was a new hole
on the supporter plate for the motor to go through, and there was a new through hole on the input link for
the motion transferring shoulder bolt to go through.
Figure 31: Changes made to old parts are pointed out by arrows.
Revisions of the drawings and manufacturing plans for the supporter plate and the input link can be found
in APPENDIX C after the information for transmission components.
SAFETY & MOTOR CONTROLS
The safety and motor controls system for our backpack holder system consist of an Arduino, an H-bridge,
a 400-point breadboard for wiring connections, and a variety of sensors/switches,. This section of the
report explains the capability and limitation of the important components, particularly the sensors, and the
physical integration of components to our system, the electrical mechanism, as well as the control coding.
Arduino: An Arduino Uno microcontroller board is used to control the entire electrical system. C code
from the computer is loaded onto the Arduino through its USB connection. All the sensors/switches,
motor, and H-bridge are connected into different pins on it.
23
H-Bridge: The H-bridge (Solarbotics Compact L298 Motor Driver) is used to drive the motor. It is
connected to an external power source (Pyramid Power supply #PS26KX) because the power from the
Arduino is not sufficient to drive the motor. The H-bridge allows voltage applied to the motor to go in
different directions and thus drives the motor in different directions. Speed of the motor is controlled
through Pulse Width Modulation (PWM) written in the Arduino code.
Encoder: The halleffect encoder is mounted to the motor axis at the bottom of the motor. It comes with
the motor and is used for counting the number of motor rotation. The encoder reading values determine
when the motor will be run in high speed or low speed (last 30 degrees of input link motion) for the
forward direction. The thresholds for switching to decelerated speed are 1980 for returning and 11800 for
forward last 30 degrees, as mentioned in the coding section in Appendix D. The calculation for the
encoder count can also be found in Appendix D. A major limitation to this encoder is its resolution, 64
counts per revolution of the motor shaft. Also the fact that the encoder reads rotations of the motor shaft
means that errors from slipping in the pulley can build up over time, resulting in error of actual angle
count. One solution to this problem is addressed later in the introduction of the limit switches.
Rocker switch: The rocker switch is a two way switch. It can either be activated to move the motor
forward or backward. The switch can be taped anywhere on the handle bars for user accessibility.
Infrared proximity sensor: The purpose of the Sharp GP2D120XJ00F infrared proximity sensor is to
stop the motor when hand is in the way of the linkage motion. Two infrared sensors are mounted by
double sided tape to the input linkage in both normal to forward and normal to backward directions as
shown in Figure 31 below. Limitations to this sensor including having the effective range of 4 to 30cm
and being only able to sense objects directly in front of it, not at an angle. Other limitations include the
response time of 39ms and the startup delay of 44ms. For the backpack holder application, we set the
stopping threshold for the sensors at 80 and 120 for forward and backward direction, respectively. To
mount the sensors affectively to our design, we have chosen to include an aluminum angle stock onto the
input link where the sensors will be placed on either side of the angle stock. Sensors will be mounted and
placed with double sided tape. Mounting the sensors on the angle bracket does not have a significant
effect on our overall volume.
Figure 32 (Left) Figure 33 (Right): The infrared proximity sensors are mounted on angle stock on the
top of input link facing forward and backwards for safety feature.
Sensor mount
Infrared Proximity Sensor
24
Limit switch (snap action switch): The Jameco 187733 limit switch stops the motor when the linkage
touches activates it. This switches are place on the ground link where the input link will contact at the
start and end positions. For mounting, the switches are double-sided-taped to the ground link next to the
hard stopper as shown in Figure 34 and 35 below. This is important because the switch is restricted from
absorbing impact from the linkage by itself. Another function of the switch at the initial position is to
reset the encoder position counting to zero. This is important because of discrepancy between encoder
count and actual traveled error from possible belt slip builds up over time. Resetting corrects for the error.
Figure 34 (Left), Figure 35 (Right): Limit switches are mounted to the ground link next to the hard
stoppers (left and right picture present forward and reverse hard stops respectively, and black box
represents limit switches.
Calculation and Tuning of Code Values
As mentioned in the prior sensors and switches descriptions, the sensors that require the calibration for
the threshold values are the encoder and infrared proximity sensors. Motor speed also has to be adjusted
to achieve desired travel time and decelerated speed. The procedures and derivations of values are
described as follows.
Encoder : The lower count threshold is the value of the encoder count when the input link is 30 degrees
from the starting position, where the mechanism is moving in a reverse direction, where the upper count
threshold is the value of the encoder count for the forward direction prior to the last thirty degrees of
travel. These thresholds are used to determine when to use decelerated speed.
To calculate both of these values the initial and final angle of the mechanism were measured.
Where, (
) (
) (
) (
) where for a lower
count threshold we used 30 degrees for , resulting in a calculation of 2096 counts, on the other hand we
used 190 degrees after subtracting by 30 degrees for the upper count threshold, resulting in a value of
13274 counts. This method was proved to be a viable ballpark reference, where we fine-tuned the counts
by experimentally checking the counts at the specific positions of lower and upper counts and placed this
numbers in place of the calculated values.
Infrared Proximity Sensor: The threshold values of the two infrared proximity sensors were simply
realized through placing an object just outside the distance where our mechanism could potentially
contact and hurt someone. Trial and error method was also used to determine the safety position. The
threshold for the sensor pointing in forward travelling direction was set to 120, while the one in backward
direction was set to 80.
Limit Switches
25
Circuit: The wiring diagram of our sensor and control system is shown in Figure D-1 in Appendix D is
the wiring diagram for the sensors and control system.
For packaging and safety, all the wires were wrapped and heated shrank to have a complete seal from the
outside environment. The zip ties were also used to hold the proximity sensor wires to the input link and
prevent the wires from tangling with other linkage components.
Control Codes To implement the feedback system, the C code (Appendix D) was used to couple with the Arduino
control platform. To ensure consistency of outcome for each testing and eliminate errors that could
accumulate in the encoder count, the code was modified where the count was reset to zero every time the
backward limit switch (at initial position) was toggled. The extra code which we added into the given
code is seen bolded below.
if (limitSwitchReverse==HIGH){ // if the back limit switch is made
analogWrite (pwmPin,0); // stop the motor
encoderCount == 0;
Serial.print("The back limit switch is made. Count:"); // print this to the serial monitor
Serial.println(encoderCount); // print the encoder count to the serial monitor
}
DESIGN MODIFICATION
After the manufacturing process of the linkage, powertrain, and transmission mounting, we encountered a
few clearance and motion timing issues. These can be categorized to three problems: linkage clearance,
powertrain/ drivetrain mounting, and coding for timing.
Linkage Clearance
There were two main issues with the linkage clearance during the initial testing motion generator testing.
First, the backpack was hitting the wheel. And second, the input link was rubbing against a bolt on the
ground link. The problems and solutions for these issues are explained below.
Backpack Hitting Wheel: We found out that the links length in the preliminary design is not adequate to
carry the backpack over the wheel constraint. This was because we did not predict in our CAD model, the
slant down angle of the actual backpack when hanged on a backpack holder bar. To solve this clearance
problem, we accommodated our GSI’s advice by strapping the backpack around an additional support bar
to shorten the vertical distance from the wheel. We first physically measure the minimum clearance
required for the backpack to the wheel during the linkage motion to be about 6 inches. We then
manufactured two extension links and cut down to the optimal (minimal) length according to the physical
mounting. Grooves were also added to the coupler link to adjust the horizontal and forward offset during
the load testing. The comparison of the designs before and after adding the extension links is shown in
Figure 36 p.26.
Figure 36: Comparison of the linkage design before (left) and after (right) adjustment for the wheel
clearance
26
Input Link Rubbing Against Spacer Bolt: Another clearance problem that we encounter during the
motion generator test was that the real backpack weighted more than the mass modeled in our ADAMS
model. Because we did not take a high enough safety factor against the input link defection into account,
the input interfered with the bolt head in the counter bore hole in the ground link. To solve this problem,
we added two additional washers between the ground link and the input link to raise the clearance
between the input link and the ground link.
Code adjustment
A slight code change to the original code given to our team, listed in Appendix D, was made to reset
encoder count value to 0 when the input link hits the backward limit switch (thus returning to initial
position). This is essential due to the fact that the encoder count is prone to error from slippage of timing
belt. Without resetting the count, the error could build up over time and undermine our setting of
decelerated speed thresholds. The code modification is highlighted in the control codes section on p.28.
DESIGN CRITIQUE & EVALUATION
This section includes the results and conclusion to our linkage system design project. The final testing
results, safety consideration, comparison of the theoretical and experimental testing, and future
improvement to our system are discussed.
From the preliminary stages of our design to the final stages many changes were made, mainly minor
modifications of tolerance and cutting off weight, but one modification, the redesign of the coupler and
backpack holder, was especially significant. With our preliminary mechanism the backpack would travel
and hit the wheel of the wheelchair, where an impact of about 5 inches of backpack to wheel was
observed. To account for this collision the team devised a two-bar backpack holder design, and a new
method to strap the backpack was used, where we hang it on the first backpack holder and let it rest on the
second one (the one closer to the backpack). It can be seen in Figure 4, p. 7. By using this method, a
clearance of eight inches from the wheel were observed, as the backpack was raised up and moved out
due to the new mechanism. While, our two backpack holder mechanism cleared the wheel affectively it
did increase our volume considerably. In addition to this, we ultimately chose to only use one U-bolt and
the motor’s angle bracket to secure the motor onto our manufactured mount. Where we found that using
two U-bolts, our earlier design, is not as effective as the previous mentioned method in preventing
vibration and tilting of the motor. The vibration and tilting usually resulted in low pulley tension and
slipping of pulley
Moving on, in comparison to our CAD model, our device were accurate in most categories except angle
offset where it was designed to be zero degrees whereas it was tested to be four degrees. This was due to
the setting on the coupler as a slight adjustment on the bolts could have decreased the offset angle. Our
device also matches the various loading and deflection analysis performed during the design process.
Deflections on the device were insignificant and all components survived loadings.
We were not able to decelerate the speed to the required 10 degrees per second. At that speed our
mechanism would not have enough momentum to move the backpack to the final position. This is due to
a combination of reasons. The redesigned backpack holder added not only volume but also extra weight
to the mechanism. Deflections were not apparent but minor ones could have occurred in the joints and
increased friction. One possibility is that due to the five degrees incline of the wheelchair, loading is non-
vertical and imbalanced on the joint thrust bearing and washers, therefore friction is higher. In an attempt
to remedy the problem, lubricants were sprayed in the joints to lower friction. The largest problem,
however, is the torque and speed limitation of the motor. Due to the limitation, the motor was not able to
provide enough torque at the desired speed.
27
In reference to the control algorithm we changed the code by setting encoder count to zero each time the
mechanism hit the back rocker, as this will reset the count and ensure a constant outcome in every test.
Another way that our control algorithm could be improved is to use feedback control to maintain steady
speed. It is clear in Figure 19, p. 16 that speed is not maintained steadily at both high and decelerated. It is
most likely due to disturbances and the fact that loading on the mechanism from the backpack changes
over the entire travel because the wheel chair is tilted at 5 degrees.
On the other hand, the infrared sensors are mounted on an angle stock above all other materials. These
high positions prevent them from detecting the mechanism itself. However, they failed to detect the
objects that are in the way when at a lower/upper vertical position than the sensors or just on the sides.
Therefore, the infrared sensors have huge blind spots and therefore buried safety hazard of this design to
bystanders. To accomplish similar objective many more infrared sensors or alternative electrostatic
sensors could be used as it utilizes the reflection of high frequency sound waves to detect parts or distance
to parts. This device would be able to increase angle of detection, where we found this to be a problem in
our sensor. In addition to this, load cells may also be used on frequent accidental contact points on the
device where contact to an object will stop the mechanism.
Apart from the safety problem of the infrared sensor to bystanders, another large problem of our design is
that at initial position all the weight is attached to the back of the wheelchair. When the person in the
wheelchair stands up the wheelchair would most likely fall backwards. Counter weight is definitely
required but that would increase the overall weight of the wheelchair dramatically. With the current
design on a normal, non-electrically powered wheelchair, our device is impractical and unsafe. We would
give the safety of our device 2 out of 5 because of this issue and the limitation of the infrared sensor
mentioned in the previous paragraph.
In hindsight, we would have started building our mechanism sooner and tested with the backpack sooner,
as we would have enough time to change our design and fine tune for problems that were not taken into
account in the preliminary stages of design. Being time crunched in the final days of design and
manufacturing we decided to emplace washers where in places a larger clearance is needed, looking
forward, this might not be the best solution as this will increase further probability of failure as the
addition of several washers are not designed for a larger clearance.. To increase the safety factor
additional sensors and adjustment to parts are needed where plastics or other more elastic material are to
be used to decrease impact force. A particular dangerous part is the backpack holder where it may be a bit
sharp on the edges; putting plastic reinforcements here will solve the issue.
In conclusion, we do not recommend the usage of our device to wheelchair-bound students in the
meantime, as explained our device is not safe enough for the wheelchair occupant and bystander, where
further adjustments on parts and an increase in sensors are needed before usage. Looking forward, we
would design the mechanism differently where one major problem is that the wheelchair user is not able
to view the device when it is in its starting position or while it is in motion, where this is because the user
is facing forward. The inclusion of plastic plates would have been useful to produce flanges, and the
inclusion of a more powerful motor would help eliminate the problem of not reaching the desired
decelerated speed.
28
APPENDIX A
This Appendix section shows the alternative preliminary design as mentioned in the decision matrix on
page xx. For each design, brief information and analyses on CAD design, initial volume, final position
offsets, and transmission angle are included.
Alternative design 1 (Steve’s design) The linkage mechanism below was designed to have short links so that torque loads on the ground joints
could be minimized. The ground joints were also placed as closed to the adaptor as possible to minimize
the length of the ground link extending out of the adaptor, also to minimize moment on the design.
The graph of the transmission angle is shown below on the right. The low minimum of 20 degrees means
that the energy through the coupler would not be transmitted efficiently to the output arm over a long
range of motion. This could result in very slow motion of the mechanism and high power consumption of
the motor.
Figure A-1: Design 1 lincage analysis
Figure A-2: Design 1, top view of final position
29
Figure A-3: Design 1 Isometric View Figure A-4: Design 1 Isometric Back View
Figure A-5: Design 1 ADAMS Picture
The high loads at the ground-input joint could lead to bending, which would increase friction and cause
other problems such as damaging the bearing. The problems could be approached by having two side
supports on joints on the ground link. Thrust needle bearings could be added between linkages to lower
friction, and if there is too much deflection, aluminum tubing could be used to replace the plate material
of the input and output links.
Table A-1: Design 1 force analysis in ADAMS
Ground-input Ground-output Input-coupler Output-coupler
Max Force (lb) X 0 0 0 0
Y 0 0 0 0
Z 30 41 27 37
Max Torque (lb-in) X 400 0 0 136
Y 0 0 0 0
Z 300 419 0 32
30
Alternative design 2 (Theera’s design) This design created motion path using two point motion criterions. The motivation behind this is for
freedom of designing the travelling path. The designer still found that the design still pass the geometric
constraint requirements (the linkage path has to be away from the wheel). The design focuses on making
the transmission angle to be as close to 90 degrees as possible. As shown in the transmission angle graph
generated from the Lincages software, the transmission angle swept from 50° to 90°. The designer
believed that this concept will significantly help reduce the power required to operate the system.
However, the trade-off for the high transmission angle is the additional linkages length which lowers the
design packaging scores for initial volume as well as the higher deflection in the bending bar might cause
significant amount of friction on the joints. Therefore this design was not selected as our final design.
Figure A-6: Design 2 lincage analysis and info
Figure A-7: design 2 top view at initial position
Figure A-8: design 2 top view at final position
Figure A-9: design 2 top angled view
31
According to the ADAMS analysis, there seems to be high load at the input coupler joint (about 20 lbs
which is higher than the weight of the backpack). This is expected because the linkage may cause the
mechanical advantage on force acting on the joint. Therefore for manufacturing consideration, some
bushings will need to be placed to increase the strength of the joint.
Table A-2: Design 2 force analysis in ADAMS
Ground-input Ground_output Input_coupler Output-coupler
Max Force (lb) X 0 0 7 0
Y 0 0 0 0
Z 10 13 20 7
Max Torque (lb-in) X 34 0 0 60
Y 47 57 0 0
Z 0 0 0 78
Alternative design 3 (Nan’s design) Transmission angle is the angle between the coupler and the output. Ideally, the range of transmission
angle should be between 30 to 150 degrees. If transmission is poor, the power input needed to drive the
output linkage would be too large to be provided by a motor and corresponds to no motion results or even
causes joints fail. In our project design requirement, it should be above 20 degrees through the useful
range of motion of the linkage, which is met by this design.
Figure A-10: Design 3 lincage analysis
All parts of the links including ground link, input link, output link, coupler and the backpack holder are
all machining from the 1/2”x 12” x 12” Aluminum Plate (Model #9246K33) from Mcmaster-Carr.
32
Figure A-11: Design 3 top view at initial
position
Figure A-12: Design 3, top view at final position
Figure A-13: Design 3, Isometric View
Since the loads are heavy, to prevent major joint bending, double shear interfaces (clevis) are used to
mount the linkage. We can use the bronze thrust washers to minimize aluminum to aluminum contact to
decrease friction.
Table A-3: Design 3 force analysis in ADAMS
Ground-input Ground-output Input-coupler Output-coupler
Max Force (lb) X 8 5 5 8
Y 15 10 9 14
Z 50 35 36 43
Max Torque (lb-in) X 350 320 322 330
Y 83 0 45 42
Z 0 0 0 0
33
APPENDIX B
Appendix B provides detailed information the final motion generator system. This includes detailed
design drawing of each part on the system, assembling instruction of the parts, and bill of materials
(BOM).
Motion generator system drawings and manufacturing plan
The detailed drawings and manufacturing procedures table are attached in the following pages
34
Backpack Holder x 2
Part Material Machine Process Tool(s) Speed (rpm)
Backpack
Holder Al 6061
Vertical
Band Saw
Cut down square tubing to
10.80”
- 400
Mill
Climb mill one end flat and
smooth
1/2” end mill 650
Mill other end to 10.50” 1/2” end mill 650
Center drill holes #4 center drill 1500
Drill holes 1/4” drill bit 1500
-
File edges File -
Deburr holes Deburr -
35
Input Link
Part Material Machine Process Tool(s) Speed (rpm)
Input
Link
Al 6061
Vertical
Band Saw
Cut down square tubing
to 10.00”
- 400
Mill
Climb mill one end flat
and smooth
1/2” end mill 650
Mill other end to 9.68” 1/2” end mill 650
Center drill holes #4 center drill 1500
Drill 1/2” holes 31/64” drill bit 750
Drill 3/8” hole 3/8” drill bit 1000
Ream 1/2” holes 1/2” ream 200
-
File edges File -
Deburr holes Deburr -
Al 6061 +
Bearing (x 2)
Arbor
Press
Press fit bearings into
holes
- -
36
Output Link
Part Material Machine Process Tool(s) Speed (rpm)
Output
Link
Al 6061
Vertical
Band Saw
Cut down square tubing
to 10.10”
- 400
Mill
Climb mill one end flat
and smooth
1/2” end mill 650
Mill other end to 9.85” 1/2” end mill 650
Center drill 2 holes
0.50” from each side
#4 center drill 1500
Drill holes 31/64” drill bit 750
Ream holes 1/2” ream 200
-
File edges File -
Deburr holes Deburr -
Al 6061 +
Bearing (x 2)
Arbor
Press
Press fit bearings into
holes
- -
37
Coupler Link The manufacturing plan for this part is attached on next page.
38
Part Material Machine Process Tool(s) Speed (rpm)
Coupler
Link
Al 6061
Water Jet Cut outside geometry - -
- File outside edges File -
Mill
Face mill outside
geometries
1/2” mill 650
Center drill holes #4 center drill 1500
Drill 1/4” diameter holes
for locating grooves
1/4” drill bit 1500
Drill 1/2” diameter holes 31/64” drill bit 750
Ream 1/2” diameter holes 1/2” ream 200
Mill the grooves 1/4” mill 1300
-
File outside edges File -
Deburr holes and grooves Deburr -
Al 6061 +
Bearing (x 2)
Arbor
Press
Press fit bearings into
holes
- -
39
Coupler Extension x 2
Part Material Machine Process Tool(s) Speed (rpm)
Coupler
Extension Al 6061
Vertical
Band Saw
Cut down square tubing to 7.00” - 400
Mill
Climb mill one end flat and
smooth
1/2” end mill 650
Mill other end to 6.750” 1/2” end mill 650
Center drill holes #4 center drill 1500
Drill holes 1/4” drill bit 1500
-
File edges File -
Deburr holes Deburr -
40
Ground Link The manufacturing plan for this part is attached on next page.
41
Part Material Machine Process Tool(s) Speed (rpm)
Ground
Link
Al 6061
Water Jet Cut outside geometry - -
File Deburr outside geometry - -
Mill
Face mill outside geometries 1/2” mill 650
Center drill holes and groove
end positions
#4 center drill 1500
Drill 1/4” diameter holes and
1/4” wide groove end
positions
1/4” drill bit 1500
Drill 3/8” diameter holes U drill bit 1000
Drill 1/2” diameter holes 31/64” drill bit 750
Step drill 1.4” wide groove
end positions
1/4” drill bit
31/64” drill bit
3/4” drill bit
1” dril bit
1.25” drill bit
1.40” drill bit
1500
750
500
375
200
150
Mill grooves 1/4” mill 1300
Mill 3/8” counter bores 3/8” mill 850
Mill 3/4” counter bores 3/4” mill 400
Ream 3/8” diameter holes 3/8” ream 200
Ream 1/2” diameter holes 1/2” ream 150
-
File outside edges File -
Deburr holes and grooves Deburr -
Al 6061 +
Bearing (x 2)
Arbor
Press
Press fit bearings into holes - -
42
Top Supporter
Part Material Machine Process Tool(s) Speed (rpm)
Top
Supporter
Al 6061
Water Jet Cut outside geometry - -
- File outside geometry File -
Mill
Face mill outside
geometries
1/2” mill 650
Center drill holes #4 center drill 1500
Drill 1/4” diameter holes 1/4” drill bit 1500
Drill 1/2” diameter holes 31/64” drill bit 750
Ream 1/2” diameter holes 1/2” ream 200
- Deburr holes Deburr -
Al 6061 +
Bearing
Arbor
Press
Press fit a bearing into
1/2” hole
- -
43
Bottom Supporter
Part Material Machine Process Tool(s) Speed
(rpm)
Bottom
Supporter
Al 6061
Water
Jet
Cut outside geometry - -
File Deburr outside geometry - -
Mill
Face mill outside geometries 1/2” mill 650
Center drill holes #4 center drill 1500
Drill 1/4” diameter holes 1/4” drill bit 1500
Drill 1/2” diameter holes 31/64” drill bit 750
Ream 1/2” diameter holes 1/2" ream 200
- Deburr holes Deburr -
Al 6061 +
Bearing
Arbor
Press
Press fit a bearing into 1/2”
hole
- -
44
Top spacer x 2
Part Material Machine Process Tool(s) Speed
(rpm)
Top
Spacer Al 6061
Vertical
Band
Saw
Cut down aluminum round stock to
2.5”
- 400
Lathe
Face out one end flat and smooth
and set the reference
Lathe tool 1500
Turn out diameter by a bit then
measure diameter
Lathe tool (point
cutting)
Caliper (measure
length)
1500
Turn the outside diameter to 0.500” Lathe tool 1500
Center drill #4 center drill 1500
Drill a through 1/4” hole 1/4” drill bit 1500
Face the piece to length of 1.400” Lathe tool 1500
Deburr outside edges on lathe on
both side
File 200
Shamfer the holes on both side Shamfer tool 400
45
Bottom Spacer x 2
Part Material Machine Process Tool(s) Speed (rpm)
Bottom
Spacer Al 6061
Vertical
Band Saw
Cut down aluminum round stock to
2.5”
- 400
Lathe
Face out one end flat and smooth
and set the reference
Lathe tool 1500
Turn out diameter by a bit then
measure diameter
Lathe tool (point
cutting)
Caliper
(measure length)
1500
Turn the outside diameter to 0.500” Lathe tool 1500
Center drill #4 center drill 1500
Drill a through 1/4” hole 1/4” drill bit 1500
Face the piece to length of 1.406” Lathe tool 1500
Deburr outside edges on lathe on
both side
File 200
Shamfer the holes on both side Shamfer tool 400
The through hole is tapped.
46
Hard Stopper x 2
Part Material Machine Process Tool(s) Speed (rpm)
Bottom
Spacer Al 6061
Vertical
Band Saw
Cut down aluminum round stock to
2.0”
- 400
Lathe
Face out one end flat and smooth
and set the reference
Lathe tool 1500
Turn out diameter by a bit then
measure diameter
Lathe tool (point
cutting)
Caliper
(measure length)
1500
Turn the outside diameter to 0.375” Lathe tool 1500
Face the piece to length of 1.250” Lathe tool 1500
Deburr outside edges on lathe on
both side
File 200
47
Motion Generation Assembly Instructions
Linkage mechanism is generally assembled before assembly the transmission components. At joints
connecting linkages, and pulleys, we first place sandwiches of two thrust washers plus one thrust bearing.
And at the contact surface of a bolt and any surface we also have one or two thrust washers. The specific
number of components needed at each joint can be seen the exploded view pictures. Two examples of
joint configurations are seen in the pictures below. The order of assembling the linkages are first putting
the connections at the right spots, placing the thrust washers and bearings in between contact surfaces,
and placing the bolt through, and then locking the nut with a wrench. For joints with double supports, the
double supports and their spacers are placed and secured with their respective bolts and nuts before
putting the joint shoulder bolt in. For the joint connecting the input link and the ground link, make sure to
place the pulley at the top before putting the bolt in. A shoulder bolt meant for transferring motion from
the pulley to the input link must also be put in and secured with a nut. Finally, our backpack holder is
bolted and nut-locked onto the coupler link with four bolts. The configurations can be seen clearly in the
figures provided below.
48
Input link to ground joint cross section Input link to coupler joint cross section
49
Front Explode
Back Explode
APPENDIX C
Appendix C provides detailed information for preliminary final design’s energy conversion and
transmission system. This includes detailed design drawing of each part on the system, assembling
instruction of the parts, and bill of materials (BOM).
Energy conversion system drawings and manufacturing plan
The detailed drawings and manufacturing procedures table are attached in the following pages
2
Motor Mount The manufacturing plan for this part is attached on next page.
3
Pulley Flange x 2
Part Material Machine Process Tool(s) Speed (rpm)
Pulley
Flange Al 6061
Water Jet Cut outside geometry - -
- File outside geometry File -
Mill
Center drill holes #4 center drill 1500
Drill 1/4” diameter holes 1/4” drill bit 1500
Drill 3/8” diameter holes 3/8” drill bit 1000
Deburr holes Deburr -
4
Motion Generation Transmission Assembly Instructions
For the transmission, first secure the motor onto the angle bracket that came with the motor. Secure the
small pulley onto the motor shaft with a set screw, making sure that the screw sets on a flat surface of the
shaft. Secure the angle bracket onto the motor mount, and place the U-bolt at a middle-lower section of
the motor, and secure with nuts. Afterwards, put the timing belt onto the two pulleys. Push the motor
mount in the direction away from the big pulley, tensioning the belt, then secure the bolts which fasten the
motor mount to the ground link. The configurations can be seen in the figures below
Top view
5
APPENDIX D
This Appendix section explains the final design’s control and safety system and its integration to the
physical linkage system. The wiring diagram, controller code with brief comments, design drawing for
proximity sensors mount, and bill of materials (BOM) are included below.
Control and safety system wiring
Figure D-1: Wiring diagram
2
Controller Code
// ME350 Project Sketch_Red H-bridge
// sketch for mobile backpack carrier
// set the values of variables that affect the performance
int lowerCountThreshold=1980; // count was fine-tuned in lab. On the way back (backward)
int upperCountThreshold=11800; // count was fine-tuned in lab. On the way there (forward)
int proxSwitch1Threshold=80; // a value between 0 and 1024
int proxSwitch2Threshold=120; // a value between 0 and 1024
int motorSpeedHigh=240; // a value between 0 and 255
int motorSpeedLow=220; // a value between 0 and 255
//set the initial values of variables
int proxSwitch1=0;
int proxSwitch2=0;
int rockerSwitchForward=0;
int rockerSwitchReverse=0;
int limitSwitchForward=0;
int limitSwitchReverse=0;
volatile long encoderCount = 0;
//set the values of variables that represent pin numbers
const int proxSwitch1Pin = 3;
const int proxSwitch2Pin = 2;
const int rockerSwitchForwardPin = 5;
const int rockerSwitchReversePin = 6;
const int limitSwitchForwardPin = 7;
const int limitSwitchReversePin = 8;
const int pwmPin = 9;
const int i1Pin = 10;
const int i2Pin = 11;
const int encoderPinA = 2;
const int encoderPinB = 4;
void setup(){
//declare which digital pins are inputs and outputs
pinMode(rockerSwitchForwardPin,INPUT);
pinMode(rockerSwitchReversePin,INPUT);
pinMode(limitSwitchForwardPin,INPUT);
pinMode(limitSwitchReversePin,INPUT);
pinMode(encoderPinA,INPUT);
pinMode(encoderPinB,INPUT);
pinMode(pwmPin,OUTPUT);
pinMode(i1Pin,OUTPUT);
pinMode(i2Pin,OUTPUT);
//turn on pullup resistors
digitalWrite(encoderPinA,HIGH);
digitalWrite(encoderPinB,HIGH);
3
// (the other sensors already have physical resistors on the breadboard)
//set interrupt for encoder pins
attachInterrupt(0,doEncoder,CHANGE);
//set initial speed of motor to 0
analogWrite(pwmPin,0);
//begin serial communication for display of variable states
Serial.begin(9600);
Serial.println("start");
}
void loop(){
proxSwitch1=analogRead(proxSwitch1Pin);
proxSwitch2=analogRead(proxSwitch2Pin);
rockerSwitchForward=digitalRead(rockerSwitchForwardPin);
rockerSwitchReverse=digitalRead(rockerSwitchReversePin);
limitSwitchForward=digitalRead(limitSwitchForwardPin);
limitSwitchReverse=digitalRead(limitSwitchReversePin);
if ((proxSwitch1<proxSwitch1Threshold)&&(proxSwitch2<proxSwitch2Threshold)) { // if both prox
switches are not made
if (rockerSwitchForward==HIGH){ // if rocker switch is being pressed forward
digitalWrite (i1Pin,LOW); // set direction of motor to be forward (i1 pin)
digitalWrite (i2Pin,HIGH); // set direction of motor to be forward (i2 pin)
if (limitSwitchForward==HIGH){ // if the forward limit switch is made
analogWrite (pwmPin,0); // stop the motor
Serial.print("The forward limit switch is made. Count:"); // print this to the serial monitor
Serial.println(encoderCount); // print the encoder count to the serial monitor
}
else if (encoderCount < upperCountThreshold){ // if the encoder count is below the upper count
threshold
analogWrite (pwmPin,motorSpeedHigh); // run motor at high speed
Serial.print("Direction: Forward Speed: High Count:"); // print this to the serial monitor
Serial.println(encoderCount); // print the encoder count to the serial monitor
}
else{ // otherwise
analogWrite (pwmPin,motorSpeedLow); // run the motor at low speed
Serial.print("Direction: Forward Speed: Low Count:"); // print this to the serial monitor
Serial.println(encoderCount); // print the encoder count to the serial monitor
}
}
else if (rockerSwitchReverse==HIGH){ // if rocker switch is being pressed backward
digitalWrite (i1Pin,HIGH); // set direction of motor to be reverse (i1Pin)
digitalWrite (i2Pin,LOW); // set direction of motor to be reverse (i2Pin)
if (limitSwitchReverse==HIGH){ // if the back limit switch is made
analogWrite (pwmPin,0); // stop the motor
encoderCount == 0; // setting encoder count to 0 everytime it hits the back rocker switch.
Serial.print("The back limit switch is made. Count:"); // print this to the serial monitor
4
Serial.println(encoderCount); // print the encoder count to the serial monitor
}
else if (encoderCount>lowerCountThreshold){ // if the encoder count is above the lower count
threshold
analogWrite (pwmPin,motorSpeedHigh); // run motor at high speed
Serial.print("Direction: Reverse Speed: High Count:"); // print this to the serial monitor
Serial.println(encoderCount); // print the encoder count to the serial monitor
}
else{ // otherwise
analogWrite (pwmPin,motorSpeedLow); // run the motor at low speed
Serial.print("Direction: Reverse Speed: Low Count:"); // print this to the serial monitor
Serial.println(encoderCount); // print the encoder count to the serial monitor
}
}
else {
analogWrite(pwmPin,0); // stop the motor
Serial.println("Rocker switch is not being pressed."); // print this to the serial monitor
}
}
else{ // if at least one of the prox switches is made
analogWrite(pwmPin,0); // stop the motor
Serial.println("There is an object in the way."); // print this to the serial monitor
}
}
void doEncoder(){
if( digitalRead(encoderPinA) == digitalRead(encoderPinB) ){
encoderCount--;
}
else{
encoderCount++;
}
}
Threshold Calculations
Lower count threshold (
) (
) (
) (
)
=
Upper count threshold = (
) (
) (
) (
)
=
5
Sensor Mount
Part Material Machine Process Tool(s) Speed
(rpm)
Sensor
Mount Al 6061
Vertical
Band
Saw
Cut down aluminum angle stock to
the approximate geometry as shown
above
- 400
File File the surface for surface finish File -
Sand
paper
Sand the filed surface to improve
surface finish
Sand paper #200 -