Theory of Machines Formulas

Theory of Machines Formula Sheet

All Key Equations — Mechanisms, Gears, Vibrations, Flywheels & Balancing

Last Updated: March 2026

1. Mechanisms

Grubler’s criterion (planar): F = 3(n−1) − 2j₁ − j₂

n = links, j₁ = lower pairs, j₂ = higher pairs. F = 1 → constrained mechanism.

Grashof’s law: s + l ≤ p + q (for four-bar with full rotation)

Slider-crank displacement: x = r(1−cosθ) + r²sin²θ/(2l)

2. Gear Trains

Fundamentals

Speed ratio: N₁/N₂ = T₂/T₁ (meshing gears)

Compound train: Overall ratio = Product of driven teeth / Product of driving teeth

Module: m = D/T (mm). Circular pitch: pc = πm

Centre distance: C = m(T₁ + T₂)/2 (external), C = m(T₂ − T₁)/2 (internal)

Epicyclic (Planetary)

Tooth relation: Tring = Tsun + 2Tplanet

Tabular method:

Fix arm, rotate sun by +x → All gear speeds as ratios of x

Add +y to all → Arm = y, Sun = x+y, Ring = y − x(TS/TR)

Apply boundary conditions to solve for x and y.

3. Vibrations

Free Undamped

ωn = √(k/m) rad/s

fn = (1/2π)√(k/m) Hz

Tn = 2π√(m/k) s

Static deflection method: ωn = √(g/δst)

Damped Vibrations

Damping ratio: ξ = c/(2√(km)) = c/(2mωn)

Critical damping: cc = 2√(km) = 2mωn

Damped frequency: ωd = ωn√(1 − ξ²)

Log decrement: δ = ln(xn/xn+1) = 2πξ/√(1−ξ²)

ξ < 1: underdamped. ξ = 1: critically damped. ξ > 1: overdamped.

Forced Vibrations

MF = 1/√[(1−r²)² + (2ξr)²], where r = ω/ωn

Phase: φ = tan⁻¹[2ξr/(1−r²)]

At resonance (r=1): MF = 1/(2ξ)

Transmissibility: TR = √[1+(2ξr)²]/√[(1−r²)²+(2ξr)²]

Isolation when r > √2 (TR < 1).

Springs

Parallel: keq = k₁ + k₂

Series: 1/keq = 1/k₁ + 1/k₂

4. Flywheels

Energy fluctuation: ΔE = I × ω² × Cs

Where Cs = coefficient of fluctuation of speed = (ωmax−ωmin)/ωavg

I = ΔE / (ω² × Cs) — required moment of inertia

For a solid disc: I = ½mr²

For a rim-type flywheel: I ≈ mr² (mass concentrated at rim)

5. Governors

Height of Watt governor: h = g/ω² = 895/N² (m, N in rpm)

Sensitivity: = 2(N₂−N₁)/(N₂+N₁)

Isochronous governor: maintains constant speed at all loads (range = 0)

Hunting: Governor oscillates continuously above and below the mean speed

6. Balancing

Static Balancing (Single Plane)

Σmrω² = 0 → Σmr = 0 (since ω is common)

Vector sum of all mr products must close to zero.

Dynamic Balancing (Multiple Planes)

Σmr = 0 (force balance) AND Σmrl = 0 (moment balance)

Where l = axial distance from reference plane. Both vector equations must be satisfied.

7. Gear Tooth Geometry

Module: m = D/T = pc

Pitch circle diameter: D = mT

Addendum: a = m (standard full-depth)

Dedendum: d = 1.25m

Tooth height: h = 2.25m

Minimum teeth (no interference): Tmin = 2/sin²φ (for full-depth, meshing with rack)

For φ = 20°: Tmin = 2/sin²20° = 2/0.1170 ≈ 17 teeth

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