Mechanisms: Couplings

I was splitting wood one day a few years back, getting next winter’s firewood ready on my hydraulic splitter. It normally handled my ash and oak with ease, but I had a particularly gnarly piece of birch queued up, and the splitter was struggling. The 20-ton cylinder slowed as the wedge jammed in the twisted grain, the engine started to bog down, then BANG! I jumped back as something gave way and the engine revved out of control; I figured a hydraulic hose gave out. Whatever it was, I was done for the day.

I later discovered that a coupler between the engine shaft and the hydraulic pump failed dramatically. It was an easy fix once I ordered the right part, and I’ve since learned to keep extras in stock. Couplings are useful things, and they’re the next up in our series on mechanisms.

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Mechanisms: Cable Ties

Zip ties, Ty-Raps, cable ties; call them what you will, but it’s hard to imagine doing without these ubiquitous and useful devices. Along with duct tape and hot glue, they’re part of the triumvirate of fasteners used to solve nasty problems quickly and cheaply. They’re next up on the list of mechanisms we find fascinating, and as it turns out, there’s more to these devices than meets the eye.

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Mechanisms: Gears

Even before the Industrial Revolution, gears of one kind or another have been put to work both for and against us. From ancient water wheels and windmills that ground grain and pounded flax, to the drive trains that power machines of war from siege engines to main battle tanks, gears have been essential parts of almost every mechanical device ever built. The next installment of our series on Mechanisms will take a brief look at gears and their applications.

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Mechanisms: Mechanical Seals

On the face of it, keeping fluids contained seems like a simple job. Your fridge alone probably has a dozen or more trivial examples of liquids being successfully kept where they belong, whether it’s the plastic lid on last night’s leftovers or the top on the jug of milk. But deeper down in the bowels of the fridge, like inside the compressor or where the water line for the icemaker is attached, are more complex and interesting mechanisms for keeping fluids contained. That’s the job of seals, the next topic in our series on mechanisms.

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Mechanisms: Bearings

They lie at the heart of every fidget spinner and in every motor that runs our lives, from the steppers in a 3D printer to the hundreds in every car engine. They can be as simple as a lubricated bushing or as complicated as the roller bearing in a car axle. Bearings are at work every day for us, directing forces and reducing friction, and understanding them is important to getting stuff done with rotating mechanisms.

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Mechanisms: The Screw Thread

They hold together everything from the most delicate watch to the largest bridge. The world is literally kept from coming apart by screws and bolts, and yet we don’t often give a thought to these mechanisms. Part of that is probably because we’ve gotten so good at making them that they’re seen as cheap commodities, but the physics and engineering behind the screw thread is interesting stuff.

We all likely remember an early science lesson wherein the basic building blocks of all mechanisms laid out. The simple machines are mechanisms that use an applied force to do work, such as the inclined plane, the lever, and the pulley. For instance, an inclined plane, in the form of a splitting wedge, directs the force of blows against its flat face into a chunk of wood, forcing the wood apart.

Screw threads are another simple machine, and can be thought of as a long, gently sloped inclined plane wrapped around a cylinder. Cut a long right triangle out of paper, wrap it around a pencil starting at the big end, and the hypotenuse forms a helical ramp that looks just like a thread. Of course, for a screw thread to do any work, it has to project out more than the thickness of a piece of paper, and the shape of the projection determines the mechanical properties of the screw.

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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.