Mechanisms: Ode To The Zipper

Look around yourself right now and chances are pretty good that you’ll quickly lay eyes on a zipper. Zippers are incredibly commonplace artifacts, a commodity item produced by the mile that we rarely give a second thought to until they break or get stuck. But zippers are a fairly modern convenience, and the story of their invention is one that shows even the best ideas can be delayed by overly complicated designs and lack of a practical method for manufacturing.

Try and Try Again

US Patent #504,307. One of the many iterations of Judson’s design. Like the others, it didn’t work.

Ideas for fasteners to replace buttons and laces have been kicking around since the mid-19th century. The first patent for a zipper-like fastener was issued to Elias Howe, inventor of the sewing machine. Though he was no slouch at engineering intricate mechanisms, Howe was never able to make his “Automatic, Continuous Clothing Closure” a workable product, and Howe shifted his inventive energies to other projects.

The world would wait another forty years for further development of a hookless fastener, when a Chicago-born inventor of little prior success named Whitcomb Judson began work on a “Clasp Locker or Unlocker.” Intended for the shoe and boot market, Judson’s device has all the recognizable parts of a modern zipper — rows of interlocking teeth with a slide mechanism to mesh and unmesh the two sides. The device was debuted at the Chicago World’s Fair in 1893 and was met with almost no commercial interest.

Judson went through several iterations of designs for his clasp locker, looking for the right combination of ideas that would result in a workable fastener that was easy enough to manufacture profitably. He lined up backers, formed a company, and marketed various versions of his improved products. But everything he tried seemed to have one or more serious drawbacks. When his fasteners were used in shoes, unexpected failure was a mere inconvenience. If a fastener on a lady’s dress opened unexpectedly, it could have been a social catastrophe. Coupled with a price tag that was exorbitantly high to cover the manual labor needed to assemble them, almost every version of Judson’s invention flopped.

Zipping up. Source: Dominique Toussaint (Wikipedia)

It would take another decade, a change of company name, a cross-country move, and the hiring of a bright young engineer before the world would have what we would recognize as the first modern zipper. Judson hired Gideon Sundback in 1901, and by 1913 he was head designer at the Fastener Manufacturing and Machine Company, newly relocated to Meadville, Pennsylvania after a stop in Hoboken, New Jersey. Sundback’s design called for rows of identical teeth with cups on the underside and nibs on the upper, set on fabric tapes. A slide with a Y-shaped channel bent the tapes to open the gap between teeth, allowing the cups to nest on the nibs and mesh the teeth together strongly.

Sundback’s design had significant advantages over any of Judson’s attempts. First, it worked, and it was reliable enough to start quickly making inroads into fashionable apparel beyond its initial marketing toward more utilitarian products like tobacco pouches. Secondly, and perhaps more importantly, Sundback invented machinery that could make hundreds of feet of the fasteners in a day. This gave the invention an economy of scale that none of Judson’s fasteners could ever have achieved.

Putting Some Teeth into It

Continuous process for forming metal zippers. Source: How Products Are Made

The machinery that Sundback invented to make his “Separable Fastener” has been much improved since the early 1900s, but the current process still looks similar, at least for metal zippers. Stringers, which are the fabric tapes with teeth attached, are formed in a continuous process by a multi-step punching and crimping machine. For metal stringers, a coil of flat metal is fed into a punch and die to form hollow scoops. The strip is then punched again to form a Y-shape around the scoop and cut it free from the web. The legs of the Y straddle the edge of the fabric tape, and a set of dies then crimps the legs to the tape. A modern zipper machine can make stringers at a rate of 2000 teeth per minute.

Plastic zippers are common these days, too, and manufacturing methods vary by zipper style. One method has the fabric tapes squeezed between the halves of a die while teeth are injection molded around the tape to form two parallel stringers. A sprue connected the stringers by the teeth breaks free after molding, and the completed stringers are assembled later.

Zippers have come a long way since Sundback’s first successful design, with manufacturing improvements that have eliminated many of the manual operations once required. Specialized zippers have made it from the depths of the oceans to the surface of the Moon, and chances are pretty good that if we ever get to Mars, one way or another, zippers will go with us.

Marvelous Mechanisms: The Ubiquitous Four Bar Linkage

The four bar linkage is a type of mechanical linkage that is used in many different devices. A few examples are: locking pliers, bicycles, oil well pumps, loaders, internal combustion engines, compressors, and pantographs. In biology we can also find examples of this linkage, as in the human knee joint, where the mechanism allows rotation and keeps the two legs bones attached to each other. It is also present in some fish jaws that evolved to take advantage of the force multiplication that the four bar mechanism can provide.

How It Works

Deployable mirror with scissor linkages. By [Catsquisher] via Wikimedia Commons
The study of linkages started with Archimedes who applied geometry to the study of the lever, but a full mathematical description had to wait until the late 1800’s, however, due to the complexity of the resulting equations, the study and design of complex linkages was greatly simplified with the advent of the digital computer.

Mechanical linkages in general are a group of bodies connected to each other to manage forces and movement. The bodies, or links, that form the linkage, are connected to each other at points called joints. Perhaps the simplest example is the lever, that consists of a rigid bar that is allowed to pivot about a fulcrum, used to obtain a mechanical advantage: you can raise an object using less force than the weight of the object.

Two levers can be connected to each other to form the four bar linkage. In the figure, the levers are represented by the links a (A-D) and b (B-C).  The points A and B are the fulcrum points.  A third link f (C-D) connects the levers, and the fourth link is the ground or frame g (A-B) where the mechanism is mounted. In the animation below, the input link a (the crank) performs a rotational motion driving the rocker rod b and resulting in a reciprocating motion of the link b (the rocker).

This slider-crank arrangement is the heart of the internal combustion engine, where the expansion of gases against a sliding piston in the cylinder drives the rotation of the crank. In a compressor the opposite happens, the rotation of the crank pushes the piston to compress the gas in the cylinder. Depending on how the mechanism is arranged, it can perform the following tasks:

  • convert rotational motion to reciprocating motion, as we just discussed above.
  • convert reciprocating motion to rotational motion, as in the bicycle.
  • constrain motion, e.g. knee joint and car suspension.
  • magnify force, as in the parrotfish jaw.
Locking pliers mechanism. Image from [Engineering made easy]

Some Applications

One interesting application of the four bar linkage is found in locking pliers. The B-C and C-D links are set at an angle close to 180 degrees. When force is applied to the handle, the angle between the links is less than 180 (measured from inside the linkage), and the resulting force in the jaws tries to keep the handle open. When the pliers snap into the locked position that angle becomes less than 180, and the force in the jaws keeps the handle in the locked position.

In a bicycle, the reciprocating motion of the rider´s legs is converted to rotational motion via a four bar mechanism that is formed by the two leg segments, the bicycle frame, and the crank.

An example from nature, the Moray eel. Image from [Matthew West]
As with many other inventions of humankind, we often find that nature has already come up with the same idea via evolution. The parrotfish lives on coral reefs, from which it feeds, and has to grind the coral to get to the polyps inside. For that job, they need a very powerful bite. The parrotfish obtains a mechanical advantage to the muscle force by using a four bar linkage in their jaws! Other species also use the same mechanism, one is the Moray eel, shown in the image, which has the very particular ability to launch its jaws up in the mouth to capture its prey, much like the alien from the film series.

The joints connecting the links in the linkage can be of two types. A hinged joint is called a revolute, and a sliding joint is called a prismatic. Depending on the number of revolute and prismatic joints, the four bar linkage can be of three types:

  • Planar quadrilateral linkage formed by four links and four revolute points. This is shown in the animation above.
  • Slider-crank linkage, formed by three revolute joints and a prismatic joint.
  • Double slider formed by two revolute joints and two prismatic joints. The Scotch yoke and the trammel of Archimedes are examples.

There are a great number of variations for the four bar linkage, and as you can guess, the design process to obtain the forces and movements that we need is not an easy task. An excellent resource for the interested reader is KMODDL (Kinematic Models for Design Digital Library) from Cornell University. Other interesting sites are the 507 mechanical movements, where you can find nice animations, and [thang010146]’s YouTube channel.

We hope to have piqued your curiosity in mechanical things. In these times of ultra fast developments in electronics, looking at the working of mechanisms that were developed centuries ago, but are still present and needed in our everyday lives can be a rewarding experience. We plan to work on more articles featuring interesting mechanisms so please let us know your favorites in the comments below.