Compliant Mechanism - Gear Box Application
Compliant Mechanism - Gear Box Application
MECHANISMS IN GEARBOX
APPLICATIONS
Abstract
The purpose of this thesis is to prove that the use of compliant mechanisms in gearbox
applications is viable. Compliant mechanisms are developed for their implementation in
Scania’s hybrid asynchronous gearboxes. These mechanisms are presented as a replacement for
the latch assembly currently in use to hold the position of the gear-shifting elements. The
objective is to implement a compliant mechanism in order to avoid wear and increase the life
cycle within the given constraints, as well as to have a better understanding of this kind of
mechanisms. The presented literature study shows that bistable and tristable compliant
mechanisms are the most suitable ones for this application. Titanium alloys, tool steels, and
bulk metallic glasses are discussed as the best material options for compliant mechanism
manufacturing. A mechanism idea generation and selection process is conducted. Finite
Element Analysis (FEA) is developed with the chosen bistable and tristable compliant
mechanism ideas. The tristable concept results on being inappropriate for this application, as it
does not fulfil the volume and positioning constraints. The bistable device is proven to be
suitable, and further analysis is carried out to study its fatigue resistance and show that it fulfils
all the requirements, solving the weaknesses of the latch and absorbing the impact in the shaft.
Additive manufacturing methods and injection moulding are found to be incompatible with the
designed mechanisms. That is why the chosen bistable mechanism is designed to be made out
of different parts. Future work is presented to strengthen the weaker points of this project.
Certification
This thesis has been submitted by Ander González Sánchez and Álvaro Manresa Pérez to the
University of Skövde as a requirement for the degree of Bachelor of Science in Mechanical
Engineering. The undersigned certifies that all the material in this thesis that is not my own has
been properly acknowledged using accepted referencing practices and, further, that the thesis
includes no material for which I have previously received academic credit.
Skövde 2020-06-03
School of Engineering Science
iii
Acknowledgements
We would like to express our special thanks of gratitude to Scania for giving us the opportunity
and trust to make this project possible. Especially to our principal supervisor, Marcus Lampa,
who has been guiding us through the whole project.
Our families, that have given us the opportunity and support of travelling abroad to finish our
studies, providing us with an enriching and unforgettable experience.
iv
Table of Contents
1. Introduction ............................................................................................................................ 1
2. Method ................................................................................................................................. 12
3. Results .................................................................................................................................. 16
5. Conclusions .......................................................................................................................... 29
References ................................................................................................................................ 32
Appendix E. FEA simulations with the chosen tristable compliant mechanism ................. 52
Appendix F. FEA simulations with the “Cap-like” tristable compliant mechanism ........... 61
List of Figures
Figure 1.1. Complete system with Gear 1 .................................................................................. 1
Figure 1.2. Latch assembly on the neutral position with three different positions. Movement
of the shaft is shown with arrows ............................................................................................... 2
Figure 1.3. Force vs displacement chart of a bistable mechanism. The deformation of the
mechanism in every point is shown ........................................................................................... 4
Figure 1.4. Volume constraint for the compliant mechanism .................................................... 5
Figure 1.5. Most favourable vs most unfavourable gear engaging scenarios ............................ 6
Figure 1.6. Schema of the most unfavourable gear engaging scenario ...................................... 6
Figure 1.7. Force-displacement chart without and with misalignment, respectively. ................ 7
Figure 1.8. Bending moment generated on the gear shift fork ................................................... 7
Figure 1.9. Newton-Raphson Convergence Method with 4 iterations. ...................................... 8
Figure 1.10. Fluctuating stress over time [15] ........................................................................... 9
Figure 1.11. Stress over time in stress relaxation. .................................................................... 10
Figure 1.12. Phases of creep, deformation (E) over time. ........................................................ 11
Figure 2.1. Starting point mechanism and most important parameters .................................... 13
Figure 2.2. Tristable compliant mechanism and its deformed shape ....................................... 14
Figure 2.3. Both compliant bistable mechanisms .................................................................... 14
Figure B.1. Metals and plastics sorted out by strength-to-modulus ratio in CES .................... 37
Figure E.1. Meshes for the bistable and tristable thinner parts of the mechanism................... 53
Figure E.2. Meshed tristable mechanism model ...................................................................... 54
Figure E.3. Living hinge on neutral (1) and deformed (2) positions [14] ................................ 55
Figure E.4. Moment of max. stress using living hinges for the tristable mechanism (Vitreloy
105)........................................................................................................................................... 56
Figure E.5. Force vs time plot of the tristable mechanism using living hinges (Vitreloy 105) 56
Figure E.6. Simulated displacement for the mechanism .......................................................... 57
Figure E.7. Double-blade rotary pivot on neutral (1) and deformed (2) positions [14] ........... 57
Figure E.8. Force vs time plot of the tristable mechanism using double-blade rotary pivots
(Polypropylene) ........................................................................................................................ 58
Figure E.9. Tristable part of the mechanism with double-blade rotary pivots (Ti-6Al-4V),
when reaching yield strength (1) and max. stress (2) ............................................................... 58
Figure E.10. Curve-beam flexural pivot in a neutral position [14] .......................................... 59
Figure E.11. Force vs time plot of the tristable mechanism using curve-beam flexural pivots
(Vitreloy 105) ........................................................................................................................... 59
Figure E.12. "Filled" flexural pivot (1) and "with holes" flexible pivot (2) ............................ 60
Figure E.13. Stress vs time plot of the tristable mechanism using the "with holes" flexural
pivots (Vitreloy 105) ................................................................................................................ 60
List of Tables
Table 3.1. Force and maximum stress in starting point bistable mechanism ........................... 16
Table 3.2. Influence of the number of flexible members ......................................................... 16
Table 3.3. Influence of the width in the system ....................................................................... 17
Table 3.4. Analysis settings for each simulation ...................................................................... 17
Table 3.5. Summary of results with each pivot ........................................................................ 17
Table 3.6. Forces and maximum stresses in "Cap-like" design ............................................... 19
Table 3.7. Force and maximum stress in low resistance pivot design ..................................... 20
Table 3.8. Force and maximum stress in initially straight design ............................................ 21
Table 3.9. Stress and strain in bistable model 2 ....................................................................... 21
Table 3.10. Relation between size, force, stress and displacement .......................................... 22
Table 3.11. Maximum stresses in dynamic analysis ................................................................ 22
Table A.1. Gantt chart showing the initial planning and the real planning of the project ....... 35
1. Introduction
1.1. Background
Scania CV AB is a Swedish manufacturer of heavy trucks and buses that is currently developing
a hybrid gearbox for the next generation of trucks. Due to the nature of heavy load in these
types of vehicles, the gear shift performance is important. Thus, the functioning of the elements
that compose the gearbox should be optimized to have smooth gear shifting, improved operating
life and cost reductions.
The scope of this thesis is to show that compliant mechanisms are usable in gearbox
applications. These kinds of mechanism could also be applicable in other areas of the industry,
depending on the functions they are supposed to have. Nevertheless, this project is focused on
showcasing the use of compliant mechanisms on improving gear shift manoeuvring. The main
parts of the gearbox that are used to shift the gears are shown in Figure 1.1.
The functioning of the system is the following [1]. The lay shaft is a rotating shaft that is used
to transmit the necessary torque to the gears when gear shifting. In order to do so, different
elements are used to engage the shifting gears, that are free rolling in the lay shaft. These
elements are moved by the gear shift fork, which moves along the shaft. This fork is attached
to the gear shift shaft, which is moved back and forth by the pneumatic actuator cylinder. This
thesis is focused on the latch assembly shown in Figure 1.1.
This latch assembly is a ball-and-spring mechanism used to hold the gear shift shaft and the
elements attached to it in position. There can be a single or dual configuration, depending if one
gear has to be engaged, or there are two gears available for gear shifting. There is always a
neutral position in each configuration, which makes necessary to control two or three positions,
depending on the single or dual configuration; respectively.
This mechanism, in combination with slots previously manufactured in the shaft, are used to
hold the position. When the shaft moves back and forth the spring in the latch assembly is
1.1. Background
1. Introduction 2
compressed, enabling the ball to change between slots and thus, hold different positions. Figure
1.2 shows the latch assembly on the neutral position in a dual configuration.
Figure 1.2. Latch assembly on the neutral position with three different positions. Movement of the shaft is shown with
arrows
Metal-to-metal contact between the mechanism and the gear shift shaft occurs when moving
from one position to another. This causes wear both on the metallic ball and in the areas between
the holes in the shaft, decreasing their performance. The minimum expected lifetime for this
mechanism is of 2 million cycles.
The latch assembly is just used to hold the elements in position. It cannot absorb forces that can
arise in the system when shifting gears, as it would overshoot. These forces come from the
possible impact of different elements. The problems of the latch assembly are explained with
more detail in the 1.2. Problem Statement part of this report.
Compliant mechanisms have been generally used for applications that differ from the one
analysed in this document. They have been used in applications where their ability to have a
significant reduction in their size is an advantage, such as microgrippers, micro-precision
1.1. Background
1. Introduction 3
applications and atomic force microscopy [3] [4] [5]. They can also be used in biomedical
related applications [6] [7]. Container manufacturing [2] and clothes pegs are also widely spread
and more common applications for these types of mechanisms.
One of the most recent and more related to the automotive industry is the space application of
compliant mechanisms. The field of compliant mechanisms is growing and has matured to the
point of using them in critical applications [8] such as space pointing mechanisms [9] and
bistable space mechanisms [10].
There are advantages and drawbacks that compliant mechanisms show when compared to
traditional rigid-body mechanisms. Challenges presented by compliant mechanisms include the
motion limits of compliant links, stress relaxation, and creep [2].
The main disadvantage is the relative difficulty in their analysis and design procedures.
“Nonlinear equations that take into account the geometric nonlinearities that happen due to
large deflections have to be used” [2]. This means that knowledge of mechanism analysis and
synthesis methods and the deflection of flexible members is required. Theory has been
developed to simplify the analysis and design of compliant mechanisms. Alternative methods
have emerged to ease these tasks. This is developed in the 1.3. Theory part of the report.
Various advantages can be found in the use of compliant mechanisms: cost and weight
reduction, reduced wear and lubrication, reduced maintenance, increased reliability,
miniaturization, and energy storage [2]. The most important advantage of this application is
energy storage.
Energy is stored in the flexible members as strain energy. Due to this fact, energy can be stored
or transformed, to release it in another moment or in another way. The stored energy can be
used to design mechanisms with specific force-deflection properties to make them tend to
particular positions, as explained below.
This energy storage characteristic makes the use of compliant mechanisms as bistable or
tristable mechanisms possible. Bistable mechanisms have two stable equilibrium positions and
one unstable equilibrium position. “They gain their bistable behaviour from the energy stored
in the flexible segments, which deflect to allow mechanism motion” [10]. A compliant
mechanism can use the same segments to gain both motion and two stable states.
Figure 1.3 shows the force vs displacement chart of a bistable mechanism. If a specific force
(𝐹𝑚𝑎𝑥 ) or displacement is surpassed and applied to its flexible members in one direction or
another, it will deflect until reaching one of these positions. In between there is also an unstable
equilibrium position, where if the mechanism is carefully placed in this position, it would stay.
However, if a small perturbation occurs, as this equilibrium position is not stable, the
mechanism will deflect and tend to one of its stable positions. To go from the last stable position
to the first one, the plot follows the inverse path.
1.1. Background
1. Introduction 4
Figure 1.3. Force vs displacement chart of a bistable mechanism. The deformation of the mechanism in every point is shown
The same happens with compliant tristable mechanisms, but they have three stable equilibrium
positions instead of just two. There is also the possibility of combining two compliant bistable
mechanisms to form a compliant tristable mechanisms, as Chen, Gou and Zhang demonstrated
[11].
This kind of compliant mechanisms is the one of interest for this thesis over conventional
compliant mechanisms, as the objective is to control two and three positions. Every other
existing type of compliant mechanism only has one stable equilibrium position, their as-
fabricated position. This ensures that they are going to maintain their position just in that
specific setting, which makes them unsuitable for this application. Using bistable or tristable
mechanisms is an ideal option, as they can be designed to obtain their bistable or tristable
behaviour in the positions of interest by defining their force-deflection relationship correctly.
The proposed solution for this problem is compliant bistable and tristable mechanisms, as
previously stated. These mechanisms can be able to control the position of the gear shift shaft,
and thus the gear shift fork, without any sliding contact between the parts. This would eliminate
the wear problem, and the lifetime of the mechanism would only be limited by its fatigue life.
• Make a comparison regarding cost, weight, durability, etc. between the concept and
traditional solutions
• Design a compliant mechanism able to hold the position of the gear shift forks, avoiding
wear and that fits in a volume of 65x65x40 mm
• The designed mechanism must withstand the impact of the 1.3 kg mass of the
components going at a speed of 1.1 m/s.
• Develop an early working 3D printed prototype of the designed compliant mechanism
• Obtain information about compliant mechanisms and their use in gearbox applications
These goals were set by the client Scania, to develop a compliant mechanism that outperforms
the latch assembly. In order to achieve these goals, the developed compliant mechanism must
fulfil the following constraints:
• The mechanism must be able to control the position of the gear shift fork without
causing any wear. The different positions are separated by a distance of 8.5 mm, so the
mechanism movement should be around this dimension.
It is also important for the mechanism not to move with small perturbations when being
in a stable position. These perturbations caused by vibrations in the gearbox can create
forces estimated to be up to 10 N. If the mechanism moves more than 2.65 mm it would
collide with surrounding elements.
• The maximum volume that the compliant mechanism should occupy is of 65x65x40
mm, as shown in Figure 1.4.
• The main goal is for the mechanisms to hold different positions. However, as an
additional goal, the developed compliant mechanism should be able to absorb the force
generated from the collision between the gear-shifting elements. As this is an
asynchronous gearbox, the method used to align the elements to engage the gears is by
having a small rotation per minute (rpm) difference between the lay shaft and the gears.
This small rpm difference can cause two extreme scenarios:
1. The first and most positive scenario is when the small rpm difference makes the
driver and the coupling teeth align perfectly from the beginning. This enables the
coupling sleeve to engage with the coupling teeth smoothly, avoiding any collision.
In this scenario, the force coming from the pneumatic actuator continues pushing
both parts without any impediment.
2. The second scenario is the most negative one, where the rpm misalignment causes
contact between the teeth of the coupling sleeve and the coupling teeth. They are
pushed against until both parts align, causing force and pressure to build up. When
they finally engage, the force that has been built up is suddenly released, rapidly
accelerating the fork and making it collide.
The impact force that the mechanism should absorb appears in this second extreme and most
negative scenario. This impact can be represented as a 1.3 kg mass going at a velocity of 1.1
m/s. Figure 1.5 shows the most favourable a most unfavourable scenarios, showing the
alignment and the “teeth to teeth” contact, respectively.
Figure 1.7 shows the generated force when gears are aligned and misaligned, where ∆𝐹 is the
increase in force suffered in the system due to dynamic effects. The sudden rise of the force due
to the “teeth to teeth” contact can be appreciated.
The collision also makes the gear shift fork to deform due to the bending moment generated on
it, as shown in Figure 1.8. By making the compliant mechanism absorb the load, the gear shift
fork would not have to deal with it and the deformation it would suffer from the collision would
be much less. As the stress in the gear shift fork would decrease dramatically, it could be
manufactured to be lighter; reducing costs.
The relevance of the project lies in being the starting point to new applications for this kind of
mechanisms, which are not generally developed in the industry and hold great potential. This
could change how people perceive flexible mechanisms, as it could prove they can be as strong
as conventional mechanisms for these types of applications.
The outcome of this project affects Scania in the way hybrid gearboxes are going to be designed
in the future. This project can settle the path for further research for the application of compliant
mechanisms in mechanical applications in the automotive industry. If the objective of this thesis
is accomplished and it proves that compliant mechanisms are a viable option, further
applications could be identified and analysed.
1.3. Theory
The non-trivial theory used for the development of this project is presented and described in
this section.
1.3. Theory
1. Introduction 8
This method is used to predict the deflection path and force-deflection relationship, and is
accurate enough to obtain a clear vision of the behaviour of the mechanism. The mathematical
model obtained from using the PRBM turns to be simplified in comparison with the flexible
mechanism itself, which is a major advantage that helps its understanding and analysis.
In this method, the total load (𝐹𝑎 ) is applied in a first iteration, which produces a displacement
of 𝑥1 . With this result, the internal forces can be calculated and, if 𝐹𝑎 is not equal to 𝐹1 , the
system is not considered in equilibrium. From this point, a new stiffness matrix is calculated
basing in the current conditions. The difference between the force applied and the force
obtained, 𝐹𝑎 − 𝐹1 , is called residual force, and this force has to be ‘small’ enough for the
solution to converge. This iteration is done until the residual force is near to 0, achieving an
equilibrium position and thus, a converged solution [12].
ANSYS has several element families depending on the geometry, number of nodes or freedom
degrees. The element PLANE183 is a high order 2D element, with 8 or 6 nodes and a quadratic
displacement behaviour. It usually has two degrees of freedom at each node. On the other hand,
the element SOLID187 is a high order 3D element with 10 nodes and quadratic displacement
behaviour. It is well suited to model irregular shapes. It has three degrees of freedom at each
node, in X, Y and Z directions. Regarding the capabilities of both type of elements, large
deflection and large strain are included [13].
1.3. Theory
1. Introduction 9
𝜎𝑚𝑎𝑥 + 𝜎𝑚𝑖𝑛
𝜎𝑚 = (1. 1)
2
𝜎𝑚𝑎𝑥 − 𝜎𝑚𝑖𝑛
𝜎𝑎 = (1. 2)
2
Mean and alternative stresses have their direction, and supposing plain stress they can be
separated between normal stresses to X and Y, 𝜎𝑥 and 𝜎𝑦 respectively, and shear stress in the
XY plane, 𝜏.
For ductile materials [16], these values must be combined applying an effort concentration
factor to each alternative compound, 𝐾𝑥 𝐾𝑦 and 𝐾𝑡 for 𝜎𝑎𝑥 , 𝜎𝑎𝑦 and 𝜏 respectively. The
combined equivalent stresses mean (𝜎′𝑚 ) and alternative (𝜎′𝑎 ) are shown in equations 1. 3 and
1. 4.
𝜎′𝑎 = √(𝐾𝑥 𝜎𝑎𝑥 )2 − (𝐾𝑥 𝜎𝑎𝑥 )(𝐾𝑦 𝜎𝑎𝑦 ) + (𝐾𝑦 𝜎𝑎𝑦 )2 − 3(𝐾𝑡 𝜏𝑎 )2 (1. 3)
The fluctuating stresses suffered by the material, 𝜎′𝑚 and 𝜎′𝑎 , are related to the yield strength,
𝑆𝑦 , through the Soderberg criterion. The equation which relates them with the safety factor is
given by equation 1. 5.
𝜎′𝑎 𝜎′𝑚 1
+ = (1. 5)
𝑆𝑒𝑁 𝑆𝑦 𝜆
Where 𝜆 is the desired safety factor. This limit can be calculated using equation 1. 6.
Where,
1 0.9 𝑆𝑢
𝑚 = − log (1. 7)
3 𝑆𝑒
1.3. Theory
1. Introduction 10
(0.9 𝑆𝑢 )2
𝑛 = log (1. 8)
𝑆𝑒
𝑆𝑢 : tensile strength limit (MPa)
𝑁 : number of cycles
Replacing equation 1. 6 in equation 1. 5 and including a safety reduction in the fatigue limit,
𝐾𝑠 , the number of cycles is obtained.
𝜎′𝑎 𝜎′𝑚 1
+ = (1. 9)
(𝑁 𝑚 10𝑛 )𝐾𝑠 𝑆𝑦 𝜆
Stress relaxation
Stress relaxation describes the materials tendency to decrease its load generation when held
under a constant strain or deflection. This behaviour is most common in polymers but is possible
to see it in metal with proper conditions of temperature, time and stress. It is possible to
generalize this phenomenon between materials using power dependences as shown in equation
1. 10 [17].
𝜎0
𝜎(𝑡) = 𝑡 (1. 10)
1 − [1 − (𝑡 ∗ ) (11−𝑛 )]
Where the stress relaxation, 𝜎(𝑡), depends on the maximum stress, 𝜎0 , at the time loading was
removed, 𝑡 ∗ , and 𝑛 is a material parameter.
Stress relaxation has to be an object of study when the stresses in the material are over 30% of
its yield strength. Beyond 80%, the stress relaxation rate can be significantly higher, depending
on the base material [18].
1.3. Theory
1. Introduction 11
Creep
With high temperatures, the materials under loads unable to produce plastic deformation on
ambient temperature experience creep. This is a slow and continuous deformation dependant
of the stress, time and temperature. This behaviour is shown in Figure 1.12, where the three
steps of creep can be appreciated. Note that E is the produced deformation.
• Primary phase: Quick initial elastic deformation which can be considered as initial
deformation.
• Secondary phase: The deformation speed is constant, and it lasts the main part of
the material lifetime. Here the gaps are created in the grain boundaries.
• Tertiary phase: The high number of gaps built up inside the material produce a
large rise of the deformation, leading to failure.
High temperature is considered as a function of the melting point of the material. For metals:
Where 𝑇𝑓 is the melting temperature of the material and 𝑇𝑚𝑖𝑛 is the minimum temperature for
creep to occur [19].
Polymers can suffer creep with ambient temperature. In this case, the minimum temperature
for creep to occur would be the glass transition temperature (𝑇𝑔 ), a characteristic value of the
material.
1.4. Overview
Section 1 has been used to introduce the problem, the goals and develop the problem statement
of the project. It also served to gather the non-trivial theory used for the thesis. Section 2
presents the method followed to develop the compliant mechanism designs. In section 3 the
obtained results by using the specified method have been gathered. Section 4 shows the
discussion of the results, were the relevant decisions throughout the project are stated; as well
as the material selection and the proposed manufacturing methods. Section 5 and 6 gather the
conclusions of the project and the proposed future work, respectively. Conclusions are directly
related to the goals specified in the Introduction. In the appendices, information about how the
calculations and simulations were carried out can be found, as well as mechanism selection
process for the developed tristable compliant mechanism.
1.4. Overview
2. Method 12
2. Method
The steps taken to develop a compliant mechanism that fulfils the specified constraints are listed
below. Both a tristable and a bistable compliant mechanism were developed since in some parts
of the gearbox two positions are needed to be held, whereas in some others there are three
positions. The same steps were followed for each of the mechanisms:
The chosen method applied to the analysis of the compliant devices is explained in this part.
The previously stated four steps of the method are described in a more specific way.
The “Pugh’s Matrix” selection method was used to choose one of these ideas [20]. Some
preliminary calculations were also carried out to have an initial understanding of the analysis
difficulty for each concept. Some of the elements taken into account were wear, cost, volume,
manufacturability and force absorption. The selection process is developed in Appendix C.
Cambridge Engineering Selector (CES) was used to make the material selection. Plastics and
metals were ranked by their strength-to-modulus ratio in CES. Further research was carried out
to look for more suitable materials for compliant mechanisms. Appendix B and Appendix H
gather material selection and the proposed manufacturing methods, respectively.
SolidWorks to ANSYS. Once having imported the models, the simulations were set up. In order
to run the simulation, the steps shown below were followed:
1. Mesh the model, applying a local mesh sizing in the areas where the stress is supposed
to be higher
2. Enter the boundary conditions to replicate the real working environment
3. Set up the analysis parameters: steps, sub-steps, non-linearity and possible
simplifications as 2D or using a half model in symmetrical devices.
In order to find the right size of the mesh for the analysed models, a convergence was done
using the 3% criterion. This criterion sets a limit for the convergence when an error of less than
3% is achieved. 𝜎1 is the stress with a shorter size of mesh than 𝜎2 . Using equation 2. 1, an
iterative process was done with each model in order to find the most suitable mesh size.
𝜎1 − 𝜎2
3%> (2. 1)
𝜎1
This starting point for bistable and tristable mechanisms, see Figure 2.1, was first modelled to
prove its bistable behaviour before carrying out further calculations. Initial dimensions for this
bistable mechanism were deduced looking at the design parameters used in the article “Bistable
mechanisms for space applications” [10]. From these, a new proportionality was obtained to
reach the 8.5 mm required in the shuttle, see 1.2. Problem Statement. These parameters are
shown in Figure 2.1.
The influence of the number of segments and the width into the page were studied to select the
most suitable size and proportions for the device. Appendix D gathers the development of the
bistable starting point. On this basis, an iterative process combined with simulations using
ANSYS software was used to determine the right dimensions of each mechanism.
Reaction force plots were obtained from the simulations, where the maximum force, the bistable
behaviour and the symmetry of the reaction force curve were analysed. The stress plots showed
the maximum stresses and the moment when they were achieved. Fatigue analysis was carried
out to compare the fatigue life of the compliant mechanism with the currently working latch
assembly.
After that, dynamic analysis was done in order to simulate the real conditions more accurately.
The point with higher normal stresses in X, Y and shear in the XY plane was selected as the
most unfavourable. With these results, a fatigue analysis was carried out with the software as
well as mathematically, and the creep and stress relaxation in the device were studied.
Five different types of pivots were tested in the chosen tristable model: living hinges, double
blade rotary pivots and curve-beam flexible pivots [14]. In addition to these already existing
pivots, two own pivot ideas were tested. Figure 2.2 shows the designed tristable mechanism
with one of the own designed pivots. The development of the tristable compliant mechanisms
is done in Appendix E and Appendix F.
Differences between one-piece and multi-piece mechanisms were tested with the developed
bistable compliant mechanisms. The two ideas were derived from the bistable starting point
mechanism, see Figure 2.3. The effect of having straight and inclined flexible elements, as well
as the influence of the size, was also examined. Both ideas are described precisely in Appendix
G.
Having selected the part of the mechanism that was to be fixed, the way of perform it was
developed. Typical fixing options such as bolts or rivets as well as rearrangements of the
different parts of the gearbox were considered as an option, in order to ease the implementation
of the mechanism. The way of mounting the currently working ball-and-spring mechanism was
used as a reference of possible ways of making the assembly.
3. Results
In this part of the project, the obtained results with every developed mechanism are gathered.
The full developed analysis process can be found in the Appendices. In this part, two of the
designed tristable compliant mechanisms, two bistable mechanisms, as well as the starting point
for both, are included.
• Mesh as default and local sizing of 2 mm applied to the flexural elements, see Figure
3.1
• Displacement of 8.5 mm previously defined in the shuttle
• Displacement in 1 step and 80 sub-steps
• Model fixed in the horizontal lower beam
• Material: Ti-6Al-4V
Table 3.1 shows the obtained results for the starting point bistable mechanism after including
a vertical beam on the first flexible member.
Table 3.1. Force and maximum stress in starting point bistable mechanism
The influence of the number of flexible members included in the model is shown in Table 3.2.
Table 3.2. Influence of the number of flexible members
Number of
Force in backward Force in forward V.M. Maximum
flexible
movement (N) movement (N) stress (MPa)
members
1 -8.5 38.2
638.1
2 -12.5 47.6
3 -20.4 73.5
4 -24.5 90.9
5 -28.1 106.9
6 -29.3 118.3
Table 3.3 shows how the reaction forces and the maximum stress vary with different mechanism
width.
Table 3.3. Influence of the width in the system
Table 3.5 shows the results obtained with the developed tristable compliant mechanism with
each of the six flexible pivots and Figure 3.2 shows the force-displacement chart with the pivot
named “Holes”. Appendix E gathers the calculations done with the tristable compliant
mechanism.
Table 3.5. Summary of results with each pivot
Materials
Type of pivot Measured value Ti-6Al-4V Vitreloy 105
Polypropylene
(Titanium) (BMG)
V.M. Max. Stress (MPa) 11.1 1291.3 1099.2
Safety factor 3.11 0.82 1.72
Living Hinges
Max. Reaction force (N) 0.6 65.6 55.8
Tristable behaviour Yes
Figure 3.2. Force vs time plot of the tristable mechanism using the "with holes" flexural pivots (Ti-6Al-4V)
• Mesh as default and local sizing of 1 mm applied to the flexural elements, see Figure
3.3
• Displacement of 15.6 mm previously defined in the right-side face
• Displacement in 2 steps, 7.8 mm each, and 300 sub-steps
• Model fixed in the upper face
• Material: Polypropylene
Table 3.6 shows the necessary forces to move the “Cap-like” own design between positions, as
well as the maximum stress suffered by the mechanism when simulating it using polypropylene
as the material.
Table 3.6. Forces and maximum stresses in "Cap-like" design
A safety factor of 3.24 was obtained with polypropylene, 1.33 with Vitreloy 105 and less than
1 with Ti-6Al-4V.
• Local sizing in flexural segments of 0.3 mm, the rest was meshed as default, see Figure
3.4
• Displacement input of 8.5 mm
• Fixed on its vertical beam
• Simulation compound of 1 step with 60 sub-steps
• The material used for these simulations was Ti-6Al-4V titanium alloy
Table 3.7 shows the obtained results with the bistable mechanism model 1.
Table 3.7. Force and maximum stress in low resistance pivot design
• Mesh sizing of 0.8 mm in flexible pivots and the beginning of the upper beam, see
Figure 3.5
• Analysis divided into 2 steps, with 40 and 80 sub-steps
• Previously defined displacement of:
o First step: from as-fabricated position to first stable position. Considering that
the movement starts in the (0,0) mm coordinates, the ones for the first stable
position would be (-4.25, + 0.3) mm
o Second step: from first to second stable position, (+4.25, + 0.3) mm. The
coordinates in the Y-axis are the same, but the shuttle is displaced 8.5 mm to the
second stable equilibrium position
• Material: tool steel for the base structure and Ti-6Al-4V titanium alloy for the flexible
members
Table 3.8 shows the results with the specified analysis settings for the bistable model 2, obtained
from the chart shown in Figure 3.6, where its bistable behaviour can be also seen. Note that this
chart includes the initial set-up.
Table 3.8. Force and maximum stress in initially straight design
Regarding to the stress and strain, Table 3.9 shows the maximum and the minimum in both
stable positions. The graphs where these values are obtained from are shown in Appendix G.
Table 3.9. Stress and strain in bistable model 2
Minimum (stable
Maximum
positions)
Strain (mm/mm) 4.9·10−3 2.2·10−3
Von-Misses maximum stress (MPa) 524.5 219.6
Table 3.10 shows the relation between the size of the mechanism, the stress, the force reaction
to the displacement as well as the length between stable positions and initial set-up.
Table 3.10. Relation between size, force, stress and displacement
Dynamics analysis
• Elapsed time to capture the collision was set as 0.2 ms with 50 output control points
• Local sizing of 0.25 mm applied in the areas with higher stresses were meant to be, see
Figure 3.7
• Shuttle with a mass and speed settled as 1.3 kg and 1.1 m/s
Table 3.11 shows the obtained stresses with the specified analysis settings for the dynamic
analysis in Model 2.
Table 3.11. Maximum stresses in dynamic analysis
Fatigue analysis:
4. Discussion
4.1. Material selection
A material selection was done using CES in order to find the materials with the highest yield
strength to Young’s modulus ratio. Further research showed that bulk metallic glasses were also
a good option for compliant mechanisms, due to their mechanical properties and
manufacturability. The chosen materials for the analysis of the developed compliant
mechanisms were polypropylene, Ti-6Al-4V titanium alloy and Vitreloy 105 bulk metallic
glass.
The use of polypropylene was demonstrated to work for prototyping and not for the final
version of the developed mechanisms due to the insufficient force it can withstand. Both Ti-
6Al-4V and Vitreloy 105 showed to be good options to use in the developed compliant
mechanisms. This titanium alloy is the most commonly used, which increases its availability.
Both materials are considered to have high cycle fatigue limits, which is an advantage for this
type of cyclic application. However, the maximum service temperature of bulk metallic glasses
is the same as the working temperature in the gearbox. This makes impossible to use this type
of material for this application but could be used where temperatures are below 90°C.
Regarding the material used in the model 2 bistable compliant mechanism, manufacturing it of
different parts makes it possible to change materials depending on the function of each one. Ti-
6Al-4V is proposed for the flexible elements and their reinforcements, as it is a flexible and
fatigue resistant material. For the base structure and the shuttle, tool steel was selected. Tool
steel is a material of high yield strength, which is good for these parts that are designed to absorb
the collision force of the system. The material selection is done in Appendix B.
The stress in this mechanism is higher in the flexural segments which are closer to the vertical
beam fixture. This has been solved using the deflection of a smaller beam perpendicular to the
end of these segments, reducing the stress considerably, see Figure D.2. The dimensions seen
in this figure affect the behaviour of the mechanism, as an increase on (a), (L) and (e) improves
the bistability. This also increases the stresses, which leads to the need for an equilibrium
between stress, force, and volume. The thicker part of the flexible elements, (C), is used to gain
stiffness and thus, needing more force to move between stable positions, as well as reducing
the necessary displacement to achieve bistable behaviour. Making it relatively longer to (L)
could cause stress levels to increase.
Other important information obtained from this starting point is that the shape of the plot is
independent of the material. That means that a compliant mechanism made with polypropylene
which presents a bistable behaviour will keep it whichever is the material selected. In that case,
only the magnitude of force and stresses would be altered.
Something different happens when the proportionality of the mechanism elements changes. It
was seen in Appendix D that the bistable behaviour could be lost if a thickness larger than 0.4
mm for the flexible elements, which was proved as the most suitable value for this application,
is selected. Shorter than that, the force required to switch between positions would not be high
enough. This fact can be seen in Figure D.4.
Regarding the number of flexible members, 4, 5 and 6 were considered, since a lower number
of them does not ensure a minimum safety factor of 2 for the mechanism not to move due to
small perturbations. The use of 5 flexible elements was chosen, since this number supposes a
real advantage in the reaction force respect 4 (-13.2%), and not too much respect 6 (+4.1%). It
is also a simpler and cheaper option than using 6 flexible elements.
Three widths into the page were considered for the device: 10, 15 and 20 mm. A force higher
than the specified 10 N to avoid movement due to small perturbations was pursued. In order to
have a minimum safety factor of 2 for this force, a width of 15 mm was obtained. A value of
around 28 N was the result with this width. It was chosen over 20 mm, as it provides a safety
factor of 2.8 for perturbations and reduces material use.
The knowledge obtained from this study was the starting point for all bistable and tristable
mechanisms developed in this thesis.
All the pivots, except the double-blade rotary pivots, obtain a safety factor higher than 1 when
being simulated with Vitreloy 105 bulk metallic glass, as well as showing tristable behaviour.
The pivots with the most suitable stress and force results are the named as “filled” and “with
holes”. They are nearly identical so “filled” idea would be the selected over the one with holes.
The reason for that is that the manufacturing of it would be easier. However, the input
displacement for them to show tristable behaviour was higher than 20 mm in every case. This
is not close to the wanted 8.5 mm displacement. It can be deduced that the best material to use
on the manufacturing of these tristable mechanisms is Vitreloy 105 bulk metallic glass.
If this displacement was to be obtained, the size of the tristable mechanism should be decreased
proportionally to the displacement. That is, if the minimum obtained displacement to get
tristable behaviour is 20 mm, which is 2.35 times bigger than 8.5 mm, the size of the mechanism
should be decreased exactly in the same proportion. This would make the manufacturing of the
thin parts impossible, see Appendix H. For this reason, the developed tristable compliant
mechanism was disregarded.
After the simulations, it was possible to see that the displacement between positions for the
mechanism to show tristable behaviour was of 7.8 mm, very close to the pursued 8.5 mm. This
is an advantage compared to the other tristable ideas which, at best, would obtain a displacement
of 20 mm to have tristable behaviour.
These are interesting results to keep working on this design. But the large asymmetry between
the force needed in backward and forward movement is enough reason not to take into account
this model. Furthermore, as it has been explained in Appendix F, the mechanism does not ensure
a regular movement, being extremely conditioned by the boundary conditions. If they are not
“ideal”, they could change the order in which the layers of flexural segments are displaced.
This model is thought to be made just in one part, this produces limitations for manufacturing
complex geometries and such thin parts (minimum dimension of 0.15 mm). Due to these facts,
and considering the manufacturing methods explained in Appendix H, this bistable model 1
cannot be fabricated to grant its well-functioning.
The symmetry in the force-displacement graph of the mechanism makes it proper for this
application, since is possible to obtain a force-safety factor higher than 2 at both sides. In the
flexural pivots as well as in the physical stops, the stress is also suitable, achieving a larger
number of cycles in fatigue than the current system, which is aimed at a minimum of 2 million.
The bistable model 2 needs to be set up to function correctly. This set up consists of
compressing the flexural members during the assembly, to keep the as-fabricated position in a
middle point between both deformed positions, obtaining a symmetric force-displacement as
well as stress chart. In that way, the flexural members suffer in the same proportion whichever
direction they move to; which did not happen with the tristable mechanism nor the bistable
model 1. The length of the movement in the Y axis for the initial set-up is a very important
parameter since, with tolerances of 0.05 mm, it can change the stresses, the force reaction to
the movement, and the distance between stable positions.
It was seen that the flexural segments make a vertical force upon the shaft due to the elastic
potential energy they have. When their thicknesses rise, the bistable behaviour is kept with the
same distance between stable positions and a larger reaction force to the movement is obtained.
This is possible without modifying the initial set up since the upper vertical beam bends more
than with a shorter thickness, achieving the mentioned deformed stable position with a lower
deflection in the flexural members.
When this thickness goes up to 0.5 mm, the force in the X axis rises around 24%, which is an
improvement, but the force upon the shaft does it around 81%, becoming a problem for the
shaft resistance. Because of that, the rising of the thickness was discarded. On the other hand,
the stress decreases by 20.82%, which makes sense considering the extra deformation in the
upper horizontal beam due to a higher load. If a higher safety factor respect to the X direction
movement in the shuttle was required, that beam could be modelled of a larger stiffness;
although this would include a rising of the force upon the shaft. Figure 4.1 shows the parts and
the forces previously mentioned.
The influence of the size in the mechanism was studied applying several scale factors. It was
done keeping the proportionality between dimensions, for the shape of the reaction force-
displacement chart to be equal in every simulation. It was also observed that while the
dimension and displacements between stable positions rise linearly, the force does not. When
the size is 3 times the one of the selected mechanism, the force becomes 8.89 times larger.
Regarding the stress, it was almost constant in every simulation, with a maximum variation of
10%, making it possible to select the size only considering the force required.
Regarding the fatigue life in the base structure, it is important to clarify that the number of
cycles was obtained after considering the maximum impact force in every shift. Not all the
impacts will be so unfavourable, see 1.2. Problem Statement, which raises the number of cycles.
This does not happen with the actual mechanism, where every cycle reduces the lifetime in the
same way.
It is important to note that during the iterative process obtaining the final shape, it was seen that
the impact could influence in the bistable behaviour of the device. It was due to the variation of
the boundary conditions for the flexural members during the collision. The solution found was
to make the parts where the flexural segments are fixed independent enough from the part which
is meant to withstand the collision. In that way, the bistable behaviour is guaranteed.
About creep and stress relaxation, due to the conditions of working temperature and stress in
both stable positions, they are not considered influential in this application. Appendix G gathers
all the calculations for the developed bistable mechanism, and Appendix I the drawing with the
most important dimensions.
Additive manufacturing methods like laser metal deposition can be used with titanium alloys.
Moulding methods like injection moulding are the better option for bulk metallic glasses, as
they are used to obtain better results than traditional methods like die-casting. These methods
are appropriate for mass production. However, their use is limited to parts thicker than 1 mm.
This is an issue for the compliant mechanisms developed in this project, as the bistable model
1 has a minimum thickness of 0.4 mm in the flexible legs, for example.
As the idea of one-piece materials did not succeed, bistable model 2 was developed to be
manufactured in different pieces. The flexible members of this mechanism, as well as their
reinforcements, are thought to be manufactured using titanium alloy. Thus, for sheets that thin,
metal stamping is proposed for their manufacturing.
Regarding the base and the shuttle of this bistable mechanism, as they are meant to be done
using tool steel, the proposed manufacturing method is powder injection moulding. Some
machining process would have to be done to the finished parts to obtain the necessary
tolerances. Appendix H gathers the proposed manufacturing methods for the developed
compliant mechanisms.
The developed compliant mechanisms in this project would not affect the overall performance
of a truck. Their dimensions and weight compared to the one of the vehicles do not suppose a
change on, for example, fuel consumption. As the chosen mechanism has proven to last more
cycles than the latch assembly, the useful life of the mechanism is increased. This leads to less
component replacing and thus, less component manufacturing. By using new fabrication
technologies like metal additive manufacturing and injection moulding, the effect of producing
a new part in the environment can be reduced. Waste of resources, use of toxic products and
pollutant emissions are highly reduced by these methods, due to the design and efficiency
optimization they offer.
5. Conclusions
• Due to the complexity of the mechanisms and to the short time available, the results
obtained with the tristable models did not fulfil the objective of holding the position
with the desired limits; nor had dimensions that made them fit into the specified volume.
• The bistable compliant mechanisms model 2 fulfils every constraint presented on 1.2.
Problem Statement. It is able to absorb the collision, as well as being a manufacturable
option. This makes it the chosen mechanism among all the other ones that appear in this
thesis.
• Bulk metallic glasses (BMG) have shown to be the best option to manufacture compliant
mechanisms. However, their price and maximum working temperature compared to
materials like titanium alloys make BMG unsuitable for this application. Titanium
alloys and tool steels would be enough to fulfil the constraints.
• With an initial set-up, it is possible to obtain a symmetric force-displacement chart.
• Manufacturing methods for one-piece compliant mechanisms need a more in-depth
analysis, as the ones presented in this document are not suitable.
• Material properties do not affect the bistable/tristable behaviour of the mechanisms, just
the geometry and proportion do. The size of the mechanism does not affect its behaviour
nor its stress, as long as it keeps its proportionality between dimensions. When a scale
factor is applied to the dimensions, the reaction force to the movement rises or decreases
in a larger proportion than the size.
• Compliant mechanisms can be much stronger than what they seem, as the industry tends
to see them as fragile due to their material composition or delicate and thin parts.
• A defined product development method should have been used to have a more organized
project that is easier to follow for the reader.
Durability (million
2 Not studied Not studied Not studied 2.6
cycles)
6. Future Work 31
6. Future Work
• Keep working on the tristable compliant mechanism design until having a working
solution. Once having reached a functional mechanism, repeat the same analysis process
that was carried out with the bistable compliant mechanism.
• Make a more in-depth analysis of the material selection and manufacturing methods.
The proposed materials and methods in this project were suggestions. A detailed
analysis of both areas should be conducted to have a real understanding of the
fabricability and production of the concept compliant mechanisms.
• Work on the way of implementing the designed mechanisms into the gearbox. The
proposed solution of using an M8 bolt is just a suggestion. A detailed analysis should
be done, considering possible rearrangements of the gearbox components.
• Produce a fully working prototype of the bistable compliant mechanism model 2, in 1:1
scale and with the chosen materials. Once having it manufactured, design a test bench
to test it.
• If the compliant mechanism is proven to be successful, its effect on other components
should be analysed. For example, as mentioned in the 1.2. Problem Statement, the fact
of absorbing the force could reduce the weight of the gear shift fork. An examination
on to which extent would this be fulfilled should be done.
References 32
References
[1] Scania CV AB, “Scania Gearbox Database.” Internal Network, Sodertälje, 2019.
[2] L. L. Howell, Compliant Mechanisms. New York: John Wiley & Sons, Inc., 2001.
[5] D. Kim, D. Y. Lee, and D. G. Gweon, “A new nano-accuracy AFM system for minimizing Abbe
errors and the evaluation of its measuring uncertainty,” Ultramicroscopy, vol. 107, no. 4–5,
pp. 322–328, 2007, doi: 10.1016/j.ultramic.2006.08.008.
[6] J. Guo, Z. Wang, J. Fu, and K.-M. Lee, “Articular Geometry Reconstruction for Knee Joint with a
Wearable Compliant Device,” Robotica, vol. 37, no. 12, pp. 2104–2118, Dec. 2019, doi:
10.1017/S0263574719000778.
[8] R. M. Fowler, L. L. Howell, and S. P. Magleby, “Compliant space mechanisms: A new frontier
for compliant mechanisms,” Mech. Sci., vol. 2, no. 2, pp. 205–215, 2011, doi: 10.5194/ms-2-
205-2011.
[9] E. G. Merriam, J. E. Jones, S. P. Magleby, and L. L. Howell, “Monolithic 2 DOF fully compliant
space pointing mechanism,” Mech. Sci., vol. 4, no. 2, pp. 381–390, 2013, doi: 10.5194/ms-4-
381-2013.
[10] S. A. Zirbel, K. A. Tolman, B. P. Trease, and L. L. Howell, “Bistable mechanisms for space
applications,” PLoS One, vol. 11, no. 12, pp. 1–19, 2016, doi: 10.1371/journal.pone.0168218.
[11] G. Chen, Y. Gou, and A. Zhang, “Synthesis of compliant multistable mechanisms through use
of a single bistable mechanism,” J. Mech. Des. Trans. ASME, vol. 133, no. 8, 2011, doi:
10.1115/1.4004543.
[12] J. T. Metrisin, “Guidelines for Obtaining Contact Convergence,” 2008 Int. ANSYS Conf., pp. 1–
29, 2008.
[13] P. Dufour, “Picking an Element Type For Structural Analysis,” Ansys Tips, pp. 1–5, 2003.
[14] L. L. Olsen, Brian M., Magleby, Spencer P., Howell, Handbook of Compliant Mechanisms. 2013.
[18] Brush Wellman Inc, “Factors Affecting Stress Relaxation and Creep,” Tech. Tidbits, vol. 1, no.
13, p. Issue No 13, 2010.
[19] Department of material technology, “Behaviour of materials under loads; Creep,” Málaga,
2016.
[20] D. Silverstein, P. Samuel, and N. Decarlo, “Pugh Matrix,” Innov. Toolkit, pp. 212–216, 2011,
doi: 10.1002/9781118258316.ch36.
[22] Arcam, “Ti6Al4V Titanium Alloy,” pp. 4–6, 2014, doi: http://www.arcam.com/wp-
content/uploads/Arcam-Ti6Al4V-Titanium-Alloy.pdf.
[23] J. Perry, Titanium Alloys : Types, Properties, and Research Insights. Hauppauge, New York:
Nova Science Publishers, Inc., 2016.
[24] M. Janeček et al., “The very high cycle fatigue behaviour of Ti-6Al-4V alloy,” Acta Phys. Pol. A,
vol. 128, no. 4, pp. 497–502, 2015, doi: 10.12693/APhysPolA.128.497.
[25] E. R. Homer et al., “New methods for developing and manufacturing compliant mechanisms
utilizing bulk metallic glass,” Adv. Eng. Mater., vol. 16, no. 7, pp. 850–856, 2014, doi:
10.1002/adem.201300566.
[26] W. Resistance and S. Properties, “Bulk Metallic Glass – The Next Metal,” Materion, 2017.
[29] G. Chen, Q. T. Aten, S. Zirbel, B. D. Jensen, and H. Larry, “A tristable mechanism configuration
employing orthogonal compliant mechanisms,” J. Mech. Robot., vol. 2, no. 1, pp. 1–6, 2010,
doi: 10.1115/1.4000529.
[30] C. Zhong et al., “Laser metal deposition of Ti6Al4V-A brief review,” Appl. Sci., vol. 10, no. 3,
pp. 1–12, 2020, doi: 10.3390/app10030764.
[33] G. Roberts, G. A., Kennedy, Richard, Krauss, Tool Steels, 5th editio. U.S.A.: ASM International,
1998.
[34] S. X. Zhang, M. Chandrasekaran, Q. F. Li, M. K. Ho, and M. S. Yong, “Studies on the fabrication
of tool steel components with micro-features by PIM,” Int. J. Adv. Manuf. Technol., vol. 38, no.
3–4, pp. 278–284, 2008, doi: 10.1007/s00170-007-1108-7.
34
Appendices
The literature search lasted one week more than expected, and it was also needed to do some
between week 15 and 17, in order to find information about material selection and
manufacturing methods. This led to the delay of other tasks but did not affect in a major way
on the development of the project.
The CAD modelling of the mechanism started two weeks early, as the mechanism selection
was practically done by this time. The tristable mechanism was first modelled, as the bistable
one was designed later in the project. As the first model was ready early, the simulations also
started two weeks earlier than expected. The starting date for writing down the report was also
sooner than planned.
The prototyping was planned for week 17. A prototype was 3D printed that week, but another
updated version was printed on week 20 as well, as the model was slightly modified.
It can be seen that working at Scania’s office is marked in red, as it was impossible to travel to
Södertälje due to the COVID-19 pandemic situation.
A change was made to the objectives of the project around week 15. It was initially stated that
the mechanism should be able to withstand a force of 800 N not takin into account dynamic
effects. During the project, this was updated to having to absorb the impact of a 1.3 kg mass
moving at 1.1 m/s, considering the dynamic effects. This meant that a dynamic analysis was
needed, which made the simulations more complex and time-consuming.
35
Table A.1. Gantt chart showing the initial planning and the real planning of the project
Activity Responsible w4 w5 w6 w7 w8 w9 w10 w11 w12 w13 w14 w15 w16 w17 w18 w19 w20 w21 w22 w23 w24 w25 w26
The yield strength to Young’s modulus ratio is one of the most important parameters for
compliant mechanism material selection. Materials with higher strength-to-modulus ratio will
be able to deflect more before failure. Different materials may have nearly the same Young’s
modulus, different aluminium alloys for example. However, as yield strength is taken into
account in the ratio, its value for different alloys changes and gives a wide range of options [2].
A high strength-to-modulus ratio is considered above a value of 5.
Other criteria should be considered depending on the application, as their price, availability and
manufacturability. Both metallic and plastic materials were considered for this project [2].
It is important to mention that, as the mechanism is designed to be located inside the gearbox,
it is going to be in contact with elements that are used to make it run properly. In Scania, they
use the standard transmission oil Scania STO EV. This oil would inevitably be in contact with
the compliant mechanism. However, it is designed not to be harmful even for general plastics
like PA60. This ensures that it will not have any negative effect on the designed mechanism.
Cambridge Engineering Selector (CES) software was used to make the material selection, CES
EduPack 2019 to be precise. CES is a material database that contains almost every existing
material and provides information regarding a lot of their aspects. For example, information
about their manufacturability, different kind of properties, origins, etc. can be found.
Most appropriate material families were chosen for the manufacturing of compliant
mechanisms in this application. Once having chosen the families, one specific material from
each family was proposed. The data used for the calculations and simulations was one of these
proposed specific materials.
For that purpose, different CES software databases were used. Level 2 database was used to
choose the material families. After doing research and proposing a particular material for each
family, CES Level 3 was used to complement the material data that could not be found in the
research. Like that, the material selection process was simplified, as the Level 3 option offers
4026 materials against the 100 materials found in the Level 2 database.
A graph showing the range of yield strength to Young’s modulus ratio of the different metals
and polymers available in CES is shown in Figure B.1, with the materials appearing on the X
axis. It can be seen that the range for both of the material families are different, as polymers
have much higher ratios than metals. One material from each family was chosen.
37
Figure B.1. Metals and plastics sorted out by strength-to-modulus ratio in CES
Based on the strength-to-modulus ratio criterion, titanium alloys are the best metallic option to
use in compliant mechanisms. As the values for the ratio are higher and the range smaller than
the next metal (wrought magnesium alloys), titanium alloys were chosen as the metallic
material.
Research showed that Ti-6Al-4V titanium alloy is an adequate option for the manufacturing of
the compliant mechanisms developed for this application. Ti-6Al-4V is the most commonly
used titanium alloy [22][23], which makes it an easy material to obtain. It is considered to have
a very high cycle fatigue limit [24]. This makes Ti-6Al-4V suitable for this application, as the
designed mechanism is going to be exposed to fatigue. Material data for this titanium alloy was
found in “Ti6Al4V Titanium Alloy” [22], as well as in the Level 3 CES database.
Regarding polymeric materials, it can be seen that starch-based thermoplastics (TPS) are the
plastic option with a higher ratio; see Figure B.1. Nevertheless, the book “Compliant
Mechanisms” [2] gives enough reasons to choose polypropylene (PP) over other polymers with
similar strength-to-modulus ratios. Following that recommendation, polypropylene was the
chosen plastic to perform simulations with. Material data for this material was directly taken
from CES.
Additional research was carried out for the material selection, rather than just using CES
software. It was found that bulk metallic glass is a suitable material for compliant mechanism
manufacturing. The article “New methods for developing and manufacturing compliant
mechanisms utilizing bulk metallic glass” [25] compares bulk metallic glasses and common
materials for compliant mechanisms such as the previously mentioned Ti-6Al-4V. It also shows
to have the highest yield strength to Young’s modulus ratio out of the most common materials
38
for mechanical purposes [26]. It demonstrates that bulk metallic glasses outperform other
materials in this kind of applications.
Therefore, bulk metallic glass is the third and final material taken into consideration for the
developing of the compliant mechanisms in this project. Vitreloy 105 is proposed for the design
of the compliant mechanisms developed for this gearbox application. Vitreloy 105 is a bulk
metallic glass with excellent fatigue resistance compared to others, without losing other
characteristics [27]. Material data for this bulk metallic glass was obtained using CES and “Bulk
Metallic Glass – The Next Metal” [26].
Polypropylene, Ti-6Al-4V titanium alloy and Vitreloy 105 bulk metallic glass were, therefore,
the selected materials for this study. All the three materials are widely obtainable, as
polypropylene and this specific titanium alloy are some of the most common materials
available. Vitreloy 105 may be more difficult to obtain due to it being a relatively new type of
material.
Regarding costs, polypropylene is the cheapest out of the three, having a price of 1.19-1.23
€/kg. Ti-6Al-4V ranges from 17 to 21 €/kg, whereas Vitreloy 105 can go up to 50 €/kg. Price
data has been taken from CES. Polypropylene is also the cheaper option regarding
manufacturing, as methods such as 3D printing and injection moulding can be used. Properties
of bulk metallic glasses allow them to be manufactured using new injection casting technologies
or even modified commercially available plastic injection moulding equipment [25].
Material data used for the calculations and simulations made in this project for polypropylene,
Ti-6Al-4V and Vitreloy 105 are gathered in Table B.1.
Table B.1. Properties of polypropylene, Ti-6Al-4V and Vitreloy 105
The use of tool steel for the bistable compliant mechanism design
The chosen bistable compliant mechanism in this project is made of different parts. These parts
are shown in Figure G.6. They are made of various materials. The thinner flexible elements are
designed to be made from Ti-6Al-4V titanium alloy, as they are the parts that make the
mechanism compliant.
The base of the mechanisms is not meant to deflect to such an extent. Therefore, a material with
appropriate compliant characteristics such as a high strength-to-modulus ratio is not needed.
The base part is designed to absorb the impact of the gear shift fork and the components attached
39
to it. A material with high yield strength is appropriate to absorb the impact. Tool steel has
higher yield strength than titanium alloys and bulk metallic glasses and a price of around 2.6
€/kg. Table B.2 shows material data for tool steel, obtained using CES.
Table B.2. Properties of tool steel
Tool steel is one of the most common materials for mechanical purposes, making it have high
availability. There are various types of tool steels for different purposes. One specific tool steel
was not selected for this application, as they have similar characteristics. The material data
shown in Table B.2 does not correspond to one tool steel; it is a rough approximation of the
characteristics of tool steels in general.
40
Preliminary calculations, as well as the “Pugh’s matrix” method, were used to make clear which
of the mechanisms was the best option. This last method is a qualitative technique used to rank
different options based on an evaluation criterion designed for this specific case [20].
The first tristable compliant mechanism that was thought is the “Cap-like” mechanism shown
in Figure C.1. As its name suggests, this mechanism works like a cap attached to the shaft.
There are two different layers inside of it. Each layer has flexible members on it, but different
stiffnesses. This enables the inner layer to snap before the outside layer. Like that, three stable
positions are achieved.
The next two ideas are composed of a base that would be attached to the gearbox housing. The
width is uniform in all the described mechanisms. When the shaft moves back and forth, the
triangular-shaped limits of the mechanism are surpassed, and a new stable position is created.
This happens on both sides, making the mechanism tristable.
41
In both ideas, the outside triangle is the one supporting the collision force while the mechanism
is moving in that direction. When it snaps, it stops supporting the force and just stays at the new
stable equilibrium position.
The second idea, shown in Figure C.2, consists of a flexible rod fixed in the middle of the base
of the mechanism. This rod finds its stable equilibrium position when it is vertical. It uses a
vertical rod and two resistance rods to control the position. The second stable position of this
mechanism can be seen in Figure C.2 as well.
Figure C.2. Second tristable mechanism idea, showing neutral and deflected positions
The third tristable idea, see Figure C.3, has two independent initially curved beams. Each of
these beams used to obtain one extra equilibrium position.
The fourth and final proposed tristable mechanism is the one shown in Figure C.4. It is
composed of a bistable and a tristable mechanism and it has been inspired by G. Chen, Y. Gou,
and A. Zhang [11]. The bistable part of the mechanism is composed by an inverse U-shaped
base attached to the gearbox housing on the top side. In the middle, a vertical part called shuttle
is supported by five flexible elements on each side. This is the bistable part of the mechanism.
42
The tristable part is attached to the inferior of the bistable one. A vertical beam with flexural
hinges in both ends is responsible for the tristable behaviour. Another part with triangle-shaped
ends is attached to this beam and the moving shaft.
Like in the second and third tristable ideas, when these triangular parts surpass the limits of the
base, the tristable positions are achieved. While going through the limits, the mechanism is able
to support the force.
Having explained the functioning of the proposed tristable compliant mechanism ideas, the
Pugh’s matrix evaluation method was used to select one idea to further analyse.
The Pugh’s matrix is a decision-making method used to choose the best option for different
alternatives. Various criteria are listed and given a level of relevance. Then, each alternative is
given a mark concerning the selected criterion, obtaining an overall grade for each option. In
this case, they are also compared with a baseline, that would be the ball-and-spring mechanism
currently in use at Scania.
The marks given are +1/0/-1. However, each given mark must be multiplied by the weight of
the respective criterion. Like that, the importance of the different criteria is considered in the
evaluation.
After doing the evaluation using the Pugh’s matrix method, the fourth tristable compliant
mechanism was chosen as the better among all the ideas, as it can be seen in Table C.1.
Therefore, further analysis was carried out with this mechanism.
43
Both Option 1 and Option 4 resulted as the better mechanisms, following the Pugh’s matrix
decision-making method. However, the preliminary calculations made with each of the
mechanisms showed that Option 4 was not as complex to analyse as the “Cap-like” mechanism
from Option 1.
44
The bistable mechanism developed in this appendix has been strongly inspired by S. A. Zirbel,
K. A. Tolman, B. P. Trease, and L. L. Howell [10], whose models and their proportions were
taken as a base point for achieving the desired displacement, forces and stress levels.
Note that in the simulations only half of the mechanism has been analysed in order to reduce
running time. A comparison between half and the whole system can be found in this appendix.
Figure D.1 shows the bistable device in both of its stable positions; the neutral and the deformed
shape. The mechanism is designed to be fixed in the bottom part of the base. This makes the
vertical part of the base located in the side of the mechanism able to bend, correcting the stable
position.
The measures and the proportion of the model were designed following an iterative process to
obtain an 8.5 mm displacement on the centre shuttle, for the device to have bistable behaviour.
This displacement depends on several parameters and each one affects the behaviour of the
whole device. The basis for this iterative process has been the measures that appear in the article
“Bistable mechanisms for space applications” [10].
In Figure D.2 the most relevant measures in the model are indicated. Rising the angle (a), the
length (L) and the thickness of the vertical beam (e) the bistable behaviour and the symmetry
of the reaction force plot are improved. In the same way, the stress increases, so in the iterative
process, an equilibrium between required force, stress and volume has to be achieved. The
thicker neutral part (C) increases the stiffness of the element, this improves the bistable
behaviour by increasing the necessary force to move the mechanism. Changing between stable
positions is faster and thus, with a smaller displacement thanks to this thicker part. However,
when (C) increases the stress does too.
45
This system can be modelled using the Pseudo-Rigid Body Model (PRBM) [2] as shown in
Figure D.3. This mathematical method has been explained in the 1.3. Theory part of this paper.
The flexible parts of the mechanism have been replaced by rigid parts linked by spring and
torsional springs, where 𝐾2 represents the stiffness of the flexible element in compression. 𝐾1
as well as 𝐾3 represent the stiffness of the flexible segments when being buckled.
2𝐸𝐼𝐾𝜃 𝛾
𝐾1 = 𝐾3 = (D. 1)
2𝐿 + 𝐶
3𝐸𝐼𝑏
𝐾2 = (D. 2)
ℎ3
46
𝑤𝑡1 3
𝐾𝜃 and 𝛾 are prefixed according to values of 2.67617 and 0.8517 respectively [2]. 𝐼 = and
12
𝑤𝑒 3
𝐼𝑏 = are the inertias of the segments of the flexible element, being 𝑤 the value of the
12
thickness into the page.
As the deformed shape of the mechanism is asymmetric, the moment in the middle position is
0. Thus, the force needed to move the shuttle in each position according to the torsional springs
[29] as well as the straight spring is given by D. 3, being α the angle between the horizontal
axis and the flexible segment and N the number of flexible segments in the device.
2𝐾1 𝑎
𝐹𝑠ℎ𝑢𝑡𝑡𝑙𝑒 = 𝑁 + (𝐿 − 𝐿 𝑐𝑜𝑠(𝛼)𝐾2 ) sin(𝛼) (D. 3)
𝐶
sin(𝑎) 𝐿 ( 2 )
The value of 𝑡1 and 𝑡2 should be different enough to have infinite stiffnesses when being
compared (𝐾𝑡2 >>> 𝐾𝑡1 ), having as reference 𝑡1 . It is the most important value, being inversely
proportional to the bistability of the system. Increasing the thickness would result in an
increment of the force the mechanism makes to return to its original position, making it higher
than the force needed to snap into the bistable position.
Figure D.4 shows the behaviour that has just been explained. The thickness of the segment was
raised to 0.8 mm to obtain that graph, maintaining all the other measures. This results in non-
bistable behaviour, compared to the chart shown in Figure D.6, where 𝑡1 has been modelled as
0.4 mm achieving a proper bistable plot.
In Table D.1 all the measures chosen in the prototype model are summarized.
Table D.1. Measures for the starting point mechanism
h 12.5 mm
e 10 mm
a 97 °
C 13 mm
L 15.5 mm
𝒕𝟏 0.4 mm
𝒕𝟐 1.6 mm
47
This simulation was carried out using Ti-6Al-4V titanium alloy, obtaining a safety factor of
1.28. It is notorious that the maximum stress is located in the first flexible segment, logical
taking into account it is the most restricted movement due to the vertical beam. So, in order to
reduce it, a 1 mm thickness vertical beam was introduced into the model, to use its deflection
to reduce the stress in both first and second segments, see Figure D.7.
The results of force and stress with the introduced vertical beam are shown in Figure D.8 and
Figure D.9, respectively.
It can be appreciated that the stress is reduced by 25% while the force is only reduced by 12%
when adding the mentioned vertical beam. The new safety factor for the mechanism using the
same titanium alloy is of 1.67. As the results obtained have been positive and present
advantages in comparison with the model without the vertical beam, all the simulations were
carried out with this renewed model from this point.
After simulating with one flexible element, the results were not even close to the desired safety
factor, with 25 N in forwarding movement and 4 N in the backward one. This means that the
number of segments has to rise to obtain a higher force to meet the requirements. In Figure
D.10 the plots of the reaction forces with each number of flexible elements are shown. Note
that the variation in the stress value has been considered negligible, since it changes 8% between
1 and 6 segments, being the first one the most damaged.
49
As can be seen, after the analysis of the plots only 4, 5 and 6 elements would be suitable for
this application. In the diagram shown in Figure D.11, the effect of the number of segments, as
well as the increment of force in relation to each other is shown. The increase from 4 to 5
elements is 3.22 times higher than from 5 to 6.
Three simulations with different widths have been carried out, as shown in Figure D.12. Note
that for every simulation the selected model had 5 flexible segments, according to the results
obtained in the previous part of this appendix.
50
In the plot shown in Figure D.12 a large difference between models can be appreciated, showing
a direct and linear relationship between the rising of the force and the width. The maximum
positive value for the model with 10 mm is 71.26 N, 100% less than the model with 20 mm,
whose maximum force is 142.52 N.
If instead of using the half model the full model is simulated, the plot of the reaction force
against the movement in the shuttle shown in Figure D.13 is obtained. With 5 flexible segments
and 15 mm of width, the resulting force is 95.45% higher than the one previously obtained and
shown in Figure D.12 (15 mm).
Concerning the material, it is important to clarify that Ti-6Al-4V titanium alloy has been used
for every simulation and test. Anyway, these analyses are adequate for every material because
51
the shape of the plot is not dependant on material properties. The maximum and minimum
values of the force will be the only different aspect, as well as the stresses.
Simulations wise, the device has been fixed on its lower horizontal beam, with a previously
defined displacement constraint in the shuttle of 8.5 mm. This displacement, for the software
to achieve a converged solution in non-linear analysis, has been divided into 80 displacement
sub-steps. Regarding the mesh, sizing has been applied where the device has higher values of
stress; the flexible segments and their fixings. To find the right size of the mesh, convergence
was been done using the 3% criterion explained in the 2.3. FEA simulations with the chosen
mechanisms using ANSYS part. The obtained results have been summarized in Table D.2.
Table D.2. Convergence values
According to this, the chosen mesh was 2 mm, considering that the error about the next size (1
mm) is 1.79% < 3%. Note that the real mesh size is of 2x0.4x15 mm since the mesh adapts to
the flexible members’ shape and the 2D simplification. This simplification has been done in
order to reduce the running time significantly. The type of element used by ANSYS is
PLANE183.
52
When simulating the chosen tristable compliant mechanism the type of flexible pivots was an
element of great importance. Pivots are part of the mechanism that join different elements and
allow deflection. There are various types of pivots, each pivot affecting the mechanism
differently. The analysis of the tristable compliant mechanism was done using different pivots.
Five different flexible pivot types were chosen and analysed with the tristable compliant
mechanism: living hinges, double blade rotary pivots and curve-beam flexural pivots [14]. In
addition to these already existing pivots, two new own pivot ideas were tested as well.
The demands that the selected pivots should fulfil are the following. They should withstand the
generated stresses not to break and malfunction. The most important requirement is that pivots
need to have an equilibrium between being stiff enough to maintain its neutral position and
being able to deform with enough ease not to generate such a reaction force that does not enable
the mechanism to reach stable equilibrium positions.
If the pivots have a low resistance to displacement, which means that any perturbance in the
system would cause it to move, it could exceed the limit of moving 2.65 mm mentioned in the
1.2. Problem Statement part of this paper.
Selected materials to carry out the simulations have been polypropylene, Ti-6Al-4V titanium
allow and Vitreloy 105 bulk metallic glass. (see 4.1. Material selection). It is necessary to
mention that only half of the path of the mechanism has been simulated with every pivot. As it
is symmetric movement, simulating half of it is enough to define the whole movement; saving
software running time. 2D simplification, as well as non-linear effects, were active with every
simulation.
“Static Structural” analysis was chosen in ANSYS to carry out these simulations. Having
selected that, six different analyses are created on the same project; one for each analysed pivot.
The same Engineering Data is introduced in every analysis. This Engineering Data is composed
of the three chosen materials and their properties to be able to get logical results.
The mechanism geometry is then imported from SolidWorks, where it has been 3D modelled.
When importing it into ANSYS, changes are made to model it as a bidimensional piece. The
mechanism is composed of one whole piece with a uniform thickness of 15 mm. By introducing
it as a 2D part and introducing the width as extra data, simulation time is reduced. To do that,
the mid-surface of the geometry is isolated and used in the simulations. Non-linear effects have
to be activated in the Geometry part of the analysis.
53
Mesh sizing
An iterative process using the mechanism with living hinges was carried out, with
polypropylene as the used material. The iterative process consisted of trying out different mesh
sizes until converged in the maximum stress of the mechanism was reached.
In order to find the right size of the mesh, a convergence was done using the 3% criterion
explained in 2.3. FEA simulations with the chosen mechanisms using ANSYS. The results
obtained have been summarized in Table E.1. A mesh size of 0.125 mm was chosen.
Table E.1. Convergence for the tristable mechanism mesh
2.08% < 3 %
This mesh sizing was used just in the vertical beam in charge of providing the tristable
behaviour. These areas, together with the ones of the bistable part of the mechanism (see the
3.1. Bistable analysis starting point mechanism part) have been determined to be the thinner
parts of the mechanism, as these are where most of the stress is going to happen and need more
accuracy. These mesh sizing has only been applied in these parts. The rest of the mechanism
has been meshed by default. Figure E.1 shows how the mesh of the models looks like in the
critical areas of the mechanism.
Figure E.1. Meshes for the bistable and tristable thinner parts of the mechanism
Default settings were used for meshing the part. When generating the mesh by default on
ANSYS, it automatically creates the mesh that best suits the part that wants to be simulated.
54
ANSYS generated by default both quadratic and triangular elements for the simulated
mechanism. This is due to the many square-shaped parts of the mechanism. Most of the
elements are quadratic. Triangular elements are used in few areas to complement quadratic
ones. The main type of element used by ANSYS in this simulation is PLANE183. Figure E.2
shows the full meshed mechanism.
Boundary conditions
Boundary conditions are used in the simulations to represent the functioning of the actual
mechanism. In this case, three boundary conditions were used to simulate the displacement the
mechanism would suffer under working conditions.
The first one represents the fixing of the mechanism to the gearbox case. The tristable
mechanism is designed to be attached to the case by the top of its base. A fixed support boundary
condition was introduced in this part of the mechanism, which is the top part of the simulated
model.
A frictionless support boundary condition was introduced in the top surface of the model. This
part would be fixed to the moving gear shift shaft of the gearbox system. That is the reason for
it to be frictionless, as this part of the mechanism would move along with the shaft.
The last introduced boundary condition was the displacement the mechanism would suffer. This
displacement was entered as an input value. This value varied from pivot types. Different
displacements were tried until the tristable behaviour of the mechanism was achieved with each
flexible pivot.
The steps and sub-steps used to perform the simulations are a relevant aspect of the simulation.
It is important data since each model may need a different number of steps to reach convergence
and be able to obtain logical results. All of the simulations were done with 2 steps, one for the
forward displacement and other for the backward displacement of the mechanism, see Figure
55
E.5. Each of the presented models with its corresponding pivot had different sub-steps used.
The exact number is indicated when the simulations of the mechanism with the proceeding
pivot are explained in this appendix.
Figure E.3. Living hinge on neutral (1) and deformed (2) positions [14]
The results obtained in the simulation were that the mechanism would be valid with these pivots
if the used material is Vitreloy 105 bulk metallic glass. Using polypropylene as the
manufacturing material would also be a usable option, but the properties and characteristics of
this material make it support a force of just 0.5616 N. A safety factor of 3 was obtained with
polypropylene, as the maximum stress suffered in the mechanism is of 11.044 MPa. A
minimum and a maximum number of sub-steps of 50 and 80, respectively, was used to reach
convergence in the results.
Using the Vitreloy 105 bulk metallic glass resulted in a safety factor of 1.68, a reaction force
of 55.842 N and maximum stress of 1099.2 MPa, see Figure E.4. Comparing the results
obtained with the use of Ti-6Al-4V titanium alloy to the ones of the metallic glass, it can be
seen that with the titanium a safety factor under 1 was obtained for these pivots, which
completely discards its use.
56
Figure E.4. Moment of max. stress using living hinges for the tristable mechanism (Vitreloy 105)
In order to have tristable behaviour, the mechanism should have a reaction force of 0 N in the
inflexion point at second 1. This would mean that the mechanism does not need any force to
maintain its position when being displaced that much. Thus, that is has reached one of its stable
positions. The mechanism does have a tristable behaviour, as it can be seen in the reaction force
graph obtained using Vitreloy 105 bulk metallic glass, see Figure E.5.
It was also seen that the low resistance to deflection makes the mechanism start to move early,
as the mechanism starts to suffer force gradually. The ideal mechanism would need to suffer
from higher forces in order to be displaced, meaning that it would maintain its neutral position
for a longer time. Tristable behaviour was achieved with a displacement of 21.12 mm.
Figure E.5. Force vs time plot of the tristable mechanism using living hinges (Vitreloy 105)
The simulated displacement of the mechanism to obtain the chart showed in Figure E.5 has
been corresponding to two stable positions. The same movement has been simulated with every
pivot for the tristable compliant mechanism. Figure E.6 shows the three different positions of
the movement, each one corresponding to the 1st, 2nd and 3rd seconds, respectively.
57
Figure E.7. Double-blade rotary pivot on neutral (1) and deformed (2) positions [14]
Simulations carried out using this type of flexible element showed that, as well as the
conventional flexible pivots, it was not suitable for this application. When using double-blade
rotary pivots in the mechanism, a non-tristable behaviour was achieved. This is represented in
Figure E.8, where the plot does not reach 0 N in the middle. This plot was obtained introducing
a displacement of 9.075 mm to each side in the simulation. Displacements higher than that
would lead to failure of the mechanism.
58
Figure E.8. Force vs time plot of the tristable mechanism using double-blade rotary pivots (Polypropylene)
Figure E.9 shows the deformed pivot when using the chosen titanium alloy as the material, both
when reaching the yield strength and at the maximum stress of 1868.4 MPa. When using this
type of pivot in the model, a minimum of 100 and a maximum of 120 sub-steps had to be used
to reach a logical and converged solution.
Figure E.9. Tristable part of the mechanism with double-blade rotary pivots (Ti-6Al-4V), when reaching yield strength (1) and
max. stress (2)
It is noteworthy that, compared to the mechanism using other pivots, such a small displacement
had to be used to obtain a solution without failure. It was deduced that the reason for this is the
high reaction force that the pivot makes trying to get back to the neutral position. This high
reaction force is also the reason why it does not show a tristable behaviour.
The mechanism obtained a security factor of less than 1 when using these types of pivots; both
with the titanium alloy and the bulk metallic glass.
Using this kind of pivot in the tristable compliant mechanism led to some interesting results. A
security factor bigger than 1 was obtained with polypropylene and with Vitreloy 105, as the
maximum stress was of 1708.9 MPa. Although the plastic material showed higher safety
factors, its use is oriented to prototype manufacturing. Thus, the bulk metallic glass is the more
important one to take into account.
A safety factor of 1.082 was obtained using this pivot. Figure E.11 shows the tristable behaviour
as well as the maximum force of 43.64 N supported by the mechanism with this type of pivot
using Vitreloy 105. Tristable behaviour was obtained with a displacement of 20 mm.
Figure E.11. Force vs time plot of the tristable mechanism using curve-beam flexural pivots (Vitreloy 105)
Figure E.12. "Filled" flexural pivot (1) and "with holes" flexible pivot (2)
The first idea was the one called “filled” and the second one “with holes”, in order to make a
distinction between them. The results obtained with one idea and the other for the three different
materials were nearly identical. The fact of having holes was thought to make it deform
suffering less stress, but it appears that the maximum stress was nearly the same with both ideas
and it was located in the same region of the mechanism.
As it can be seen in the chart shown in Figure E.13, the maximum stress using the pivot with
holes and Vitreloy 105 as the material give maximum stress of 980.6 MPa. This stress did not
surpass the yield strength of the material.
Figure E.13. Stress vs time plot of the tristable mechanism using the "with holes" flexural pivots (Vitreloy 105)
The number of sub-steps used in the simulations carried out when using both of these own
designed pivots was 100 for the minimum and 200 for the maximum. As they are very similar,
an equal number of sub-steps were needed to obtain converged solutions.
The mechanism achieved a tristable behaviour with both ideas, this one being achieved when
the displacement was around 20.7 mm. The reaction force was very similar with both ideas, the
filled one getting a maximum of 71.978 N and the one with holes getting 71.088 N as a
maximum when using the Ti-6Al-4V titanium alloy. The plot of the force vs time with that
same material for the idea with holes is shown in and Figure 3.2, where the tristable behaviour
can be appreciated.
61
These calculations were done to understand the behaviour of the mechanism and its suitability
for the application. A mathematical model was not developed in this analysis, as it is a complex
solution. Instead, simulations were carried out with this mechanism, as it was easier to model
it on SolidWorks and import the model to ANSYS to perform the simulations.
Note that for it to be computationally efficient, only one couple of flexible elements were
analysed. In a real application of this mechanism, more than two flexible members in each layer
would be implemented. Just the forward movement was simulated, as the backward
displacement would be completely symmetric to it.
In Figure F.1 the three stable positions of the mechanism are shown. The displacement between
positions for the mechanism to show tristable behaviour was of 7.8 mm, very close to the
pursued 8.5 mm.
Regarding the analysis settings, a default mesh was settled with a local sizing of 1 mm applied
to the flexural members. As input, a displacement of 15.6 mm in the lower face was previously
defined and split into 2 steps, with 7.8 mm each and 300 sub-steps. This model was fixed in the
upper face, and it included frictionless support in the middle horizontal beam to simulate
boundary conditions, since it was thought to have more than one couple of flexural segments.
62
These frictionless supports only allowed movement in the X axis. The type of element used for
the meshing is PLANE183.
Figure F.2 shows the reaction force to the movement using polypropylene. Each one of the three
stable positions that appear in Figure F.1 take place in seconds 0, 1 and 2, respectively. This is
relevant to show that the device showed tristable behaviour.
According to the stress shown in Figure F.3, a safety factor of 3.24 was achieved with
polypropylene. On the other hand, 1.33 was achieved with Vitreloy 105 bulk metallic glass and
less than 1 with Ti-6Al-4V titanium alloy; surpassing the tensile yield strength in this last test.
Even having different stiffnesses in each of the layers of the mechanism, did not ensure a regular
movement, where the centre shuttle moves back and forth when it should stay in position.
Furthermore, if the boundary conditions were modified and the top layer of the mechanism was
less restricted than in ideal conditions, this movement would be even higher. The way the
flexible parts of the mechanism snap into the stable positions shows irregularities too. They
deform too much when being displaced.
63
The force done by the pivots trying to get back to the original position of the mechanism can
derive an asymmetric force vs displacement plot. In this first bistable model, the resistance of
the pivot is low compared to the force made by the segment, providing a more bistable and
symmetric behaviour; having symmetric behaviour means the mechanism have to suffer from
equal forces to move forward and backwards. see Figure G.2.
The measures for this model, included in Figure G.3, were selected through an iterative process.
They provide a 20.68 N reaction force in the backward movement and result on a safety factor
of 2.068 respect to the required 10 N, see 1.2. Problem Statement. The displacement of the
device between positions is 8.5 mm, suiting perfectly the specified demand, and the width into
the page of the tested mechanism is 15 mm.
A local mesh sizing to the pivots was applied. To find the right size of the mesh, convergence
was done using the 3% criterion. The convergence process is summarized in Table G.1,
obtaining a mesh size of 0.3 mm. Note that the type of element mainly used by ANSYS in this
analysis is PLANE183.
Table G.1. Convergence of the bistable model 1 mesh
1.10% < 3%
The device is designed to be fixed to the gearbox case through the left side of its base structure,
and a previously defined displacement of 8.5 mm was the input. This displacement was
subdivided into 60 load sub-steps, and a non-linear adjust of the simulation was selected.
The stress was reduced due to the horizontal 0.7 mm beam (see 4. Discussion) and to the
difference between the thickness in the segments; the first and second three segments have a
thickness of 0.9 and 1 mm respectively. This makes sense considering the distance to the
rotation point of the upper horizontal beam and its consequent displacement allowed. Note that
the 0.15 mm pivot is constant in every segment. The material used for these simulations was
Ti-6Al-4V titanium alloy.
65
Base structure: Main part of the device, made with tool steel with a higher yield strength than
Vitreloy 105. It will be fixed to the housing through an M8 bolt in the backside.
Sheets: The device has two sheets located at the end of the upper beam of the base structure.
They are in charge of providing bistable behaviour to the device. They will be made with Ti-
6Al-4V titanium alloy and will be fixed to the structure and the shuttle just with the tolerances
66
between components. After the assembly, the same force required to make the device work will
ensure that these sheets stay in place.
Sheet reinforcements: They improve the behaviour of the device, providing a higher stiffness
in the middle of the sheet. They can be fixed through a rivet or by welding. Two of them will
be attached to each sheet, one per side. They will also be manufactured using Ti-6Al-4V.
Shuttle: It transmits the force between the shaft and the device, being the part that connects
everything. It will be fixed just with the force which the sheets provide and attached to the shaft
with a couple of protrusions to withstand horizontal loads. The same tool steel used for the
manufacturing of the base will be used in the shuttle.
Figure G.6 shows every part that composes the second model of the designed bistable compliant
mechanism.
Figure G.6. Base structure, shuttle, sheet and sheet reinforcement, respectively.
With that equation, an iterative process has been done and the results obtained have been
summarized in Table G.2.
Table G.2. Convergence of the bistable model 2 mesh
1.82 % < 3 %
A mesh sizing of 0.5 mm was applied as shown in Figure G.7, with PLANE183 elements for
almost the totality of the model. The mesh was also connected between parts with a “mesh
67
connection group”. All the contact between parts were taken as frictionless unless the sheet
cover, which was bonded to the sheet.
The analysis was split into two steps, with 40 sub-steps the first one and 80 the second one. In
these steps the only input was the displacement, which was settled as follows:
• First step: from as-fabricated position to first stable position. Considering that the
movement starts in the (0,0) mm coordinates, the ones for the first stable position would
be (-4.25, + 0.3) mm.
The device is initially straight and, to move it into its first stable position a 0.3 mm
displacement in the Y-axis is needed. Like that, both flexible sheets are compressed and
stay in position to have bistable behaviour. While moving the mechanism in the Y
direction, it is also displaced -4.25 mm in the X-direction.
• Second step: from first to second stable position, (+4.25, + 0.3) mm. The coordinates in
the Y-axis are the same, but the shuttle is displaced 8.5 mm to the second stable
equilibrium position.
The fixture was applied on the left facet of the structure, where an M8 bolt is supposed to be.
The displacement input was introduced to be on the lower face of the shuttle, which is the
surface where it is going to be in contact with the shaft.
Figure 3.6 shows the force reaction chart, where a device with 20 mm of width into the page
made of Ti-6Al-4V titanium alloy was used. Note that in the following simulations, the
movement from the as-fabricated position to the first stable position was done; followed by the
movement between the stable positions.
As it is possible to see, the reaction force to the movement is symmetric, providing almost the
same force in the forward movement as well as in the backward. Furthermore, it produces a
minimum safety factor of 3.85 respect the 10 N required.
Considering that the as-fabricated shape is in the middle point between positions, the stress plot
will be the same independently of which side is moving to, something which did not happen
with the model 1. Figure G.9 shows the stress in the forward movement of the shaft, including
the assembly displacement.
The stress rises to 524.47 MPa, with a safety factor of 2.04 respect to the yield strength. In both
stable positions, the stress decreased to 219.35 MPa, a shorter value which will be used to
calculate the stress relaxation in the device, as it is seen in this appendix.
Regarding the strain, an equal-shape graph was obtained with a maximum of 4.92· 10−3
mm/mm and a minimum of 2.16·10−3 mm/mm at both stable positions. This graph can be seen
in Figure G.10.
69
A model with 0.5 mm thickness instead of 0.4 mm could have been selected. Using the 0.5 mm
thickness model, see Figure G.11, the force in the X axis rises a 23.23% in the forward direction
as well as a 24.86% in the backward movement respect to the model with 0.4 mm thickness.
On the other hand, the stress decreases to 415.27 MPa (- 20.82%) and the force upon the shaft
rises to 1225.8 N (+ 81.43%) in the Y axis. Due to these results and as it has been explained in
4. Discussion, the 0.4 mm model will be the one used in the following steps of this appendix.
Figure G.11. Model 2 reaction force graph with 0.5 mm thickness in flexural segments
movement, maximum stress and new displacement between stable positions were obtained as
outputs. Figure G.12 shows the relation between the 6 different scale factors.
In order to simulate the boundary conditions, a 1.3 kg mass for the shuttle was set, as well as
an initial speed of 1.1 m/s for the same part. These values were selected to simulate the same
dynamics conditions that are currently in the shaft, taking into account the inertia relief. The
collision was simulated at both sides, obtaining two different stress models to consider for the
optimization. The force made by the flexible segments was also considered, as a 675.6 N load
spread between the two slots.
The elapsed time to capture the collision was set as 0.2 ms with 50 output control points. The
shuttle and the structure were considered as initially in contact to reduce the run time, and both
targets were set as frictionless faces.
Regarding the type of element, SOLID187 was used for the meshing, and a local sizing was
applied to the faces where the stresses were supposed to be maximum. The convergence was
done using the 3% criterion. With equation 2. 1 an iterative process was done. The results
obtained for the iteration are summarized in Table G.3.
Table G.3. Dynamic analysis mesh convergence
2.67 % < 3 %
According to this data, a local mesh sizing of 0.25 mm was applied to the most critical area, as
well as local sizing of 1 mm to the faces where the stresses were higher. Figure G.13 show the
forward and backward collisions, with its maximum point of stress indicated. Note that the
shuttle has been hidden to have a clearer view of the critical part, and the maximum point of
stress is the one which appears in the model.
An optimization in order to reduce the mass of the device was carried out. The areas to remove
were selected after analysing the results of both simulations, for the forward and backward
movement. The same settings were set for another analysis with the optimized shape, giving a
little decrease in the stress level in the forward movement. This was produced due to the rise of
the allowed deformation of the device, which acts as a dumper. The difference in the maximum
displacement between the base and the optimized model is 0.03 mm. The optimized model is
shown in Figure G.14. Note that only forward movement of the shuttle is shown. The backward
collision resulted as identical to the non-optimized device.
In this analysis, the material used for both structure and shuttle was tool steel, with a yield
strength of up to 2140 MPa, generating a safety factor of 4.23. According to these results, the
shape of the device was settled.
Titanium sheets
Inside the module “Static Structural” in ANSYS, a fatigue analysis was developed for the
flexible segments. The fatigue tool was used for this task, considering a fatigue stress
concentration factor of 0.6, which is a conservative approximation, and the Soderberg Criterion
as mean Stress Theory. The results for the safety factor for 20 million cycles are shown in
Figure G.15.
These results far exceeded those of the current system, improving the lifetime in a 1,000% with
a 1.273 safety factor.
The forward movement of the shuttle is analysed in this part. In the module “Explicit
Dynamics” in ANSYS, fatigue tool is not available. Thus, this analysis was carried out
mathematically.
According to Von Misses theory, the most demanded point in the model is shown in Figure
G.14. In that point and taking the assumption of plane stress, the following values were
considered for the calculations: 𝜎𝑥 and 𝜎𝑦 as the stresses normal to X and Y respectively, and
𝜏 the shear stress in the XY plane.
𝜎𝑥 = 522.7 𝑀𝑃𝑎
𝜎𝑦 = 18.87 𝑀𝑃𝑎
73
𝜏 = 0 𝑀𝑃𝑎
Considering that the minimum stress in all directions is 0, the alternative and medium stresses
are the same in every couple.
𝜎𝑚𝑎𝑥 + 𝜎𝑚𝑖𝑛
𝜎𝑚 = (G. 1)
2
𝜎𝑚𝑎𝑥 − 𝜎𝑚𝑖𝑛
𝜎𝑎 = (G. 2)
2
𝐹𝑜𝑟 𝜎𝑚𝑖𝑛 = 0 ; 𝜎𝑚 = 𝜎𝑎
𝜎𝑚𝑋 = 𝜎𝑎𝑋 = 261.35 𝑀𝑃𝑎
𝜏𝑚 = 𝜏𝑎 = 0 𝑀𝑃𝑎
These values must be combined by applying a concentration efforts factor 𝐾𝑎 to the alternative
compound, which was supposed to be 1.3, getting a new value for 𝜎𝑎𝑋 and 𝜎𝑎𝑦 of 339.75 and
12.27 MPa respectively. The combined stresses medium (𝜎′𝑚 ) and alternative (𝜎′𝑎 ) are shown
below.
These values are related to the yield strength, 𝑆𝑦 , and the fatigue limit as a function of the
number of cycles, 𝑆𝑒𝑁 , through the Soderberg criterion. The value of 𝑆𝑦 is 1800 MPa, and the
equation which relates them with the safety factor is given by G. 5.
𝜎′𝑎 𝜎′𝑚 1
+ = ( G. 5)
𝑆𝑒𝑁 𝑆𝑦 𝜆
Where 𝜆 is the desired safety factor settled as 1.2 and 𝑆𝑒𝑁 is the fatigue life for a previously
defined number of cycles. This limit can be calculated as follows.
Where:
1 0.9 𝑆𝑢
𝑚 = − log = −0.1395 (G. 7)
3 𝑆𝑒
(0.9 𝑆𝑢 )2
𝑛 = log = 3.6826 (G. 8)
𝑆𝑒
𝑆𝑢 : tensile strength limit, 2040 MPa according to CES software.
74
𝑁 : number of cycles
𝑆𝑒 : Endurance limit of the material settled as 700 MPa for steel whose 𝑆𝑢 > 1400 MPa. [14]
Replacing equation G. 6 in equation G. 5 and including a safety reduction in the fatigue limit
(𝐾𝑠 = 0.8), a number of cycles of 2,607,130 is obtained, surpassing the 2 million cycles.
𝜎′𝑎 𝜎′𝑚 1
+ = (G. 9)
(𝑁 10𝑛 )𝐾𝑠
𝑚 𝑆𝑦 𝜆
𝑁 = 2,607,130 𝑐𝑦𝑐𝑙𝑒𝑠
Creep is the slow and continuous deformation in materials due to time, stress and temperature.
This last parameter has a strong influence and considering for this process as the minimum
temperature that which there is inside de gearbox, (𝑇𝑚𝑖𝑛 ), creep occurs when [19]:
Where 𝑇𝑓 is the melting temperature of Ti-6Al-4V titanium alloy. Since the ambient
temperature is under the minimum temperature in which creep occurs, this effect has been
considered negligible.
It is possible to have stress relaxation when deformation is applied in materials for a long time.
The stress in the deformed shape of this device is strongly related to the strain which it suffers
due to stress relaxation. In the device analysed in this appendix, the stress in both stable
positions is 219.35 MPa, see Figure G.9. This level of stress is 19.94% of the yield strength of
Ti-6Al-4V, and stress relaxation occurs when stresses are up to 30% of that limit [18], thus is
possible not to consider stress relaxation as an object of study in this analysis.
The model would be assembled outside the housing, and introduced in its slot at the same time
it is carried to its first stable position. In that moment, a M8 bolt would be introduced being the
only fixture in the device. It is possible thanks to the force which the own mechanism generates
75
on the shaft, pushing the shuttle and the sheets to its settled position. This process can be seen
in Figure G.16.
Originally, the mechanism was composed of different parts. The model was simplified to be
able to 3D print it at once and attached to a structure in the same piece to simulate the boundary
conditions. The shift shaft of the gearbox where the shuttle supposedly attached was 3D printed
in the same 3D printer and using the same material. It was then mounted to the mechanism
manually to make possible the initial set up of this device. The mechanism was printed in 1:1
scale and keeping real proportions to show how the mechanism would be like. It is a functional
prototype, so the deformation of the flexible members can be appreciated when displacing the
shuttle.
In Figure G.17 the designed prototype being printed can be seen, as well as the piece that
simulates the gearbox gear shift shaft.
76
Figure G.17. Photograph of the prototype of the bistable mechanism model 2 being 3D printed
Another and more realistic prototype was designed to be 3D printed. However, problems with
the 3D printer available at the University of Skövde did not make it possible to manufacture it,
so the prototype described in this appendix was the only one.
77
The milling method is thought to be used with plastics like the polypropylene analysed in this
paper. As the use of this material is just for prototype manufacturing, the milling method is not
an appropriate method for a final version of compliant mechanisms for applications like the one
discussed in this project. 3D printing and moulding can be used with plastic polymers as well.
Titanium alloys are commonly fabricated by machining, sand casting, wire EDM, or additive
metal manufacturing. These methods, compared to the ones available for polypropylene and
Vitreloy 105 are slow and costly, which prevents a high-volume production for the parts [25].
The irregular and peculiar shape of the developed compliant mechanisms makes machining
impossible due to high tolerances and small dimensions. Additive metal manufacturing
methods like laser metal deposition were proved to obtain better results when processing
titanium alloys. However, it is an unsuitable manufacturing method for mass production, and it
is limited to parts with minimum dimensions over 1 mm [30].
3D printing or additive manufacturing have not yet been used for the fabrication of parts made
of bulk metallic glass. Die-casting has been the most popular manufacturing methods when
using this material for more than two decades [25]. Complex geometries and thin sections are
difficult to obtain using die-casting, which make this fabrication method inappropriate for the
developed compliant mechanisms [31].
Injection moulding was tested as an alternative for the manufacturing of compliant mechanisms
using bulk metallic glass. This is due to the super-cooled liquid region (SCLR) of bulk metallic
glass, that when being up to 165°C can be injection moulded [31]. Results of previously made
research show that injection moulded compliant mechanisms using this material show that
higher-quality and more reliable parts than when die-casting can be obtained [31][25].
Injection moulding is very appropriate for mass production due to having specific moulds of
the parts [32]. The use of lower temperatures with bulk metallic glass injection moulding than
with plastic materials is also beneficial for the mould, as it is not going to suffer that much and
gains utility for further mouldings.
The negative part of this method is the maximum service temperature of the bulk metallic glass
being around 90°C in general. The temperatures the compliant mechanism is going to be at
working conditions is around 90°C as well. Therefore, it is not convenient to have it work at its
maximum service temperature as this could lead to failure.
Having analysed the specified manufacturing methods for each of the proposed materials,
injection moulded bulk metallic glass compliant mechanisms are the most suitable option if the
wanted final product is a one-piece compliant mechanism. However, parts thinner than 1 mm
78
thick are not recommended to be manufactured, as they could end up with rougher tolerances
[32].
The final working bistable compliant mechanism developed in this project is made of different
parts. The reason for that is the very thin segments of the one-piece mechanisms, as they are
not suitable to be manufactured by the previously proposed methods.
The four-piece bistable compliant mechanism is composed of the base structure, two sheets,
two sheets reinforcements and the shuttle. The manufacturing of the sheets and reinforcements
was thought to be done using metal stamping. The proposed idea was to stamp a big metal sheet
and then cut the pieces from there to their specific dimensions. They were designed to be made
of Ti-6Al-4V, so there is no issue for using metal stamping. It is also suitable for mass
production.
The base structure and the shuttle were designed to be manufactured using tool steel, as they
are supposed to absorb the impact. The justification for material selection is done in 4.1.
Material selection. Common manufacturing methods for tool steel parts are primary melting,
hot and cold drawing, casting, powder metallurgy, etc [33].
Powder injection moulding was proven to be an option to manufacture tool steels parts [34].
Both conventional and this last manufacturing method could be used to make these parts.
Nevertheless, some post-machining should be done in the slots were the two flexible sheets
were designed to be mounted, as the obtained tolerances would be rougher than desired.
79
Falta redactar:
• Appendix Gantt
• Technology
• Fotos prototipo
• Acknowledgement
• Punto extra en discussion
• Apendice planos
• Centrar ecuaciones y ponerle nombre
• Subir cosas de appendix a results y discusión
• Comparativa latch y bistable
• Invitación Marcus
• Reducir intro