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.