2-DesignBasics
2-DesignBasics
Static means “at rest”, and the word is used many places in science.
Electrostatics is devoted to the study of electrical charges that aren't moving,
Hydrostatics to pressures in non-moving fluids, and so on. Statics is used to study the
motion of bodies that are not accelerating; that is, motionless or moving with constant
velocity (I'll explain those words a lot more precisely later). We will use statics a lot in
analyzing our mounts.
Dynamics is also a word used many places, and means “moving”. Dynamics is
the study of bodies that are accelerating. Most telescope mounts aren't designed to do
this for long periods, but we do need a concept or two from this area as well. It comes
into play in analysis of vibration.
Deformable Bodies, often called Strength of Materials, is the first class where
student engineers deal with the fact that in the real world things bend, droop, sag,
expand or shrink. This can be a complex subject, but there are some really important
ideas we need out of this one.
Although much of the material here can be explained without math, and I will try
to do that as much as possible, real design can't be done without some math. It may
surprise you to know that all that you really need is a foundation in high school algebra,
and the ability to punch the keys on a calculator that includes trigonometric functions
like sine and cosine. Although engineering school is very analytical, and math beyond
Calculus is required, most engineers don't use calculus in their day-to-day practice.
The calculus is most useful in helping you understand the way that formulas are
derived, and is not necessary if you merely need to use the formulas. In any case,
remember that the purpose of math in science is to simplify the real world, and allow us
to model it better. That said, let's get going!
Forces have both a magnitude, a measure of how big they are, and a direction.
For example, all weights have the direction “downward”, toward the center of the earth.
Conveniently, there is something in mathematics that also has the characteristic of
possessing a magnitude and direction. This is called a vector, and the arrows above
the terms in the equation are common notation for a vector. Another common method
of denoting that a letter represents a vector is to print the letter in bold type, as in the
above paragraph. I will use both notations, typically referring to the vector with an arrow
in equations, but in bold face type when describing it.
Vectors can be used to describe many common things. Velocity, the rate of
change of position with time, is a vector. Speed is not a vector. A velocity would be
stated as 60 mph north, while the speed is just given as 60 mph. Acceleration is the
rate of change of velocity with time, and is also a vector, as we've stated already.
Airplanes stay in the sky because their weight vector is precisely balanced by the lift
vector caused by air flow over their wings. A very common and important example of
vectors is found analyzing springs. When you press or pull on a spring, you exert a
force on it, and it responds with a restoring force proportional to its compression or
extension. The relationship is nicely linear and simple:
→ →
F − k ⋅x 2
where x is the displacement and k is the so-called spring constant, which depends on
the particular spring. The minus sign is because the restoring force is in the opposite
direction to the displacement. This equation is known as Hooke's Law.
Few telescope mounts are designed with springs as main structural component,
at least as you or I would recognize them. Let me just say in passing that to a vibration
control engineer, everything in the world is a spring!
Since vectors model forces so well, you might think that they can tell us
something about how forces combine. This is indeed the case. We can add vectors
graphically like in figure 1, by placing them nose to tail:
Here, we see that the head of vector A is moved to the tail of vector B and the
resultant drawn from the tail of A to the head of B. Notationally, we write it as simple
addition:
→ → →
C A+ B 3
The two vectors don't have to be exactly in this orientation to add them. We can
slide them all over the place, as long as we maintain their magnitude and direction. Of
course, you have to be a pretty good draftsman to do this with any accuracy; that's why
I don't like this method. Thankfully, there is a very easy way to handle the problem
without resorting to drawing pictures at all (or at least without drafting instruments and a
table).
We can represent the magnitude and direction of any vector as a sum of vector
components. Let's consider a vector in a plane and give it a magnitude 5 and direction
37 degrees measured clockwise from the + X axis.
You can see clearly that from the standpoint of graphical addition, A = Ax + Ay because
of the nose to tail relationship of the two components. In fact, component Ay could
have been drawn on the y axis or anywhere else as long as its line of action remains
perpendicular to the line of action of Ax.
Now some of you are probably saying something like “big deal! We've replaced
a vector we knew everything about and replaced it with 2 others we know nothing
about”. In fact, we know everything we need to know about Ax and Ay if we use a little
trigonometry. By definitions in a right angle triangle, the components are:
→
→
Ax A⋅cos ( 37) 4
→
→
Ay A⋅sin( 37) 5
I want to stress that these are the definitions for using sine and cosine. The
three most useful trigonometric functions, in terms of figure two are:
Ay
sin θ = 6
A
cos θ = Ax 7
A
and
Ay
tan θ = 8
Ax
Getting back to the figure, I could have put the axes in any orientation, and the
obvious choice is with one axis parallel to A so that there is only one component
involved. Since we do this to add a bunch of vectors, we usually only simplify one
vector out of the bunch and it doesn't do much for us. It is handy in some applications,
though.
To add the vectors then, we add their components in the x and y directions,
keeping the terms separate. For example, let's assume we have a hoist system
consisting of two ropes to support a mirror blank as seen in Figure 3. The two ropes
each have 100 pounds of pull in them, 60 degrees to the vertical. What is the total pull
in the vertical direction?
B=100 A=100
lb.s lb.s
60 60
30 30
→ → →
A 86.6 x + 50 ⋅y 11
→ → →
B −86.6 ⋅x + 50 ⋅y 12
→ →
Total 0lbs⋅x + 100lbs⋅y 13
There are a couple of things to notice here. First off, note that using the cosine
of 150 degrees automatically made the x component of vector B negative. Second, the
vector notation used for x and y is because the two components are still vectors. This
is a sticky point, and you can just write the x and y values in columns. As long as you
remember that they are separate things, and don't add x's and y's, you're okay. You'll
notice that due to the symmetry of the problem, the two ropes each contribute half of
the 100 pound vertical pull, but the pulls in the horizontal direction cancel each other
out, doing nothing to lift the blank while tiring out the people pulling on them!
Vector subtraction is carried out the same way. As with any numbers:
A - B = A + (-B) 14
and the key to subtraction is multiplying one vector by (-1). This changes the sign of
the components so that you can now add them. (It also reverses the direction of the
original vector). Of course, this is the same as saying:
→ →
A−B ( Ax − Bx) + ( Ay − By) 15
II. Statics
We'll spend a lot of time here, not so much because the material is very hard,
but because it may be very new to you and there are a lot of fundamentals to cover.
Mathematically, all of statics reduces to two equations:
→ →
∑ F 0
∑ Γ 0
16
Stated in words, the sum of the forces acting on a body is zero, and the sum of all the
torques acting on a body is zero. The Greek letter gamma, Γ, is commonly used to
represent torque, but you can substitute a T any time you see it, if you'd like. From
Newton's first law, the linear and angular acceleration are zero. The thing we’re looking
at is either at rest, or moving in a straight line at constant velocity.
Before we get into solving problems in statics, we need another of Newton's laws
from his Principia. Newton's third law states that for every action there is an equal and
opposite reaction. More precisely,
Whenever one body exerts a force on another, the second always exerts
on the first a force that is equal in magnitude, opposite in direction, and
has the same line of action.
Newton's third law means that when you place a two pound book on a table, the
table presses back up on the book with precisely two pounds of force. If you
instantaneously remove the book, the table instantaneously stops pushing up. Smart
table! Furthermore, this is a real force not something we've made up, because if there
was no force balancing the weight of the book, the book would start accelerating.
Figure 4 – A book on a table illustrates Newton’s third law.
Let's look at the example of the book on the table. We represent this in a
diagram as shown in Figure 4. The downward pointing red arrow represents the weight
of the book. The upward pointing red arrow is the reaction force that the table exerts on
the book. This is an example of a free-body diagram, a simple way of showing the
forces involved in a system we are trying to analyze. A properly drawn free-body
diagram is the first step in performing analysis, and can simplify the process a lot.
Consider a simple Dobsonian again (Figure 5). The tube weighs 30 pounds,
including the mirror, cell, tube, focuser and the rest. How much force is on the box's
side bearings? The first thing we do is state the one thing of which we are certain:
→
∑ F 0
17
Figure 5 - The force on each bearing is W/2
The only force pushing down is the weight of the scope, 30 pounds. What is the
force on each side? Since the total force is 30 lbs., that must be divided between the
two bearings. The force on each side must be half of 30, or 15 pounds. Note that if
this scope was not vertical there are x and y components of the weight and the force
would not necessarily be the same 15 pounds on each bearing.
In doing this analysis, we have summed the forces in the vertical (usually taken
as Y) direction. In other words we have said:
→
∑ Fy 0
18
Where the Fy denotes forces in the y direction. We can do this because the sum of the
forces in any direction must be zero or the object would be accelerating in that direction.
When two bodies are arranged so that one is exerting a force on the other, the
reaction force that the “pushed on” body exerts back on the first perpendicular to their
contacting surfaces is called the normal force. We distinguish this force because it has
an important role in determining the friction force.
The friction force, f, is determined by the normal force and a coefficient of friction
that depends on the materials involved. Since the normal force is the contact force
between the two bodies, the greater the contact force, the greater the friction. The
normal force isn't always just the weight; if you put something on a block and lift one
end of the block up, the object slides easier. I'll get back to this in a few minutes. The
description for friction is:
→ →
F k ⋅N 25
The coefficient of friction, k, is always greater than 0 and typically less than 1; the lower
the value the smaller the friction force. For example, a 10 pound weight on a level
surface that had a coefficient of friction equal to 0.2 would offer 2 pounds of friction
resistance when pushed or pulled.
Friction is unique in that it always has the same direction in any problem, the
direction that opposes motion. If you try to push a block to the right across a table, the
friction force opposes you by pushing to the left. If you try to push to the left, it opposes
you by pushing to the right. Of course, this is our everyday experience with friction.
There are actually two coefficients of friction for any material pair: static and
kinetic (moving). Static friction is always a larger value, and it takes a small increment
over the static friction force to get the objects moving. The common term engineers
use for this is “stick-tion”; considerable engineering effort has gone into ways to
minimize the extra force beyond the static friction value required to move something.
Ways to minimize the sticking include using a high frequency vibration to break the
sticking – this is probably not a good idea with your telescope, so you want to choose a
pair of materials with minimal stick-tion. Once motion begins, the static friction k is
replaced by the smaller kinetic friction k, and the object will move easily. Exactly what
happens to the body once motion starts depends on the pair of materials, and we'll
come back to this in a little while.
Going back to our Dobsonian, how much friction the scope experiences also
depends on where the bearing pads are located. The rocker base, for example, has
the full weight of the tube assembly and bearing box on it. Assume that the box weighs
another 15 pounds, so that the force on the pads is the total of both weights, 45
pounds. Then the friction force experienced is:
(assuming Teflon on Formica).
What if the telescope is not sitting on perfectly level ground – or it’s an equatorial
bearing? Consider an inclined plane (Figure 6). In this geometry, the normal force is
not the same as the weight. The trick to seeing how the forces are calculated is to note
that the triangle formed by the plane is similar to the one formed by the weight W and
its components Wx and Wy. The component of the weight that makes the block slide
to the right down the plane is:
→ →
Wx W ⋅sin( α ) 27
→ →
Wy −W ⋅cos ( α ) 28
(minus sign because the component points in the negative Y direction). The normal
force has this magnitude and opposite direction. In both of the equations and the
figure, the Greek letter alpha, α, represents the angle.
In the case of the inclined plane, the body will slide down the plane if the
component of weight down the plane is greater than the static friction:
→
Wx ≥ fr 29
or:
→ →
W ⋅sin( α ) ≥ k ⋅W ⋅cos ( α ) 30
or the block will slip if the tangent of the angle is greater than the coefficient of friction.
If they are exactly equal, the block will slide down the plane with constant velocity
(a statics problem) once it starts moving. If the component of weight down the plane is
greater than the friction force, it will accelerate down the plane (a dynamics problem).
In practice, if the acceleration is small or short-lived, we may not care much.
The inclined plane is important in physics and engineering, and we'll see this
geometry in many other places. The German Equatorial has geometrical aspects
analyzed by similarity to an inclined plane.
→
→ W →
F W ⋅csc ( α )
Sin( α ) 32
This says that the force is inversely proportional to the sine of the included angle. The
other function, cosecant, is another way of saying 1/sin. Since the sine has a value that
approaches zero as the angle approaches zero, we see that the normal force, and
hence friction, go up as the angle approaches 0 degrees (that is, as the walls go to
vertical). Mathematically, friction approaches infinity.
The force diagram for circular Dobsonian side bearings is the same as for a Vee
block, and the force triangle is shown on the right in Figure 8. The first thing to notice is
that the weight is evenly divided on the two pads, so each pad has a weight of W/2 on
it. The geometry is a little tricky here. The 60 degree angle at the top of the triangle
(on the upper right in the figure) is one angle of a triangle. The angle where the normal
force hits the Teflon pad is always 90 degrees. This is drawn as the heavy “y” arrow.
That means the other angle, the one we care about, is 30 degrees. This is the angle
used in the Vee block derivation – it’s always 90 minus the angle that the pad is from
the vertical. The friction force on each block is then W*k/(2*sin(30)), or for both
bearings, W*k/(sin(30)).
Figure 8
In general, as the angle with respect to horizontal goes up, and the pads go up
the sides, the normal force increases, and with it, the friction increases. If your
assembled telescope moves too easily in elevation, move the friction pads higher.
Anyone who has opened a door knows that the friction in the hinges is not the
only force to overcome. Want a demonstration? Next time you're at a door with an
automatic closing device, the kind that pushes back gently as you open it, try pushing
halfway out to the handle, or even closer to the hinge. A lot harder isn't it?
What you are doing when you push on the door is generating a torque about the
hinges. Again, torque is defined as the force applied multiplied times the perpendicular
distance to the pivot point. Notationally:
→ →
Γ F ⋅l 33
Looking down from the top of a door, we create the free body diagram shown in
Figure 9. The large circle on the left represents the hinge. With the force applied at the
handle we get:
→
∑ Γ 0
34
→ →
fs⋅ls fd⋅ld 35
I hope you see that to generate the same value of torque at half the distance (ld/2), we
need twice the force (2fd). What's true for doors is true for Dobsonians, and it's the
torques that really determine how the mount feels.
In Figure 10 we see our typical Dobsonian again, with the distances marked for
the lines of action of the forces. We ordinarily push these scopes near the eyepiece, so
the forces are shown from there to the center of the mount. Using the value of friction
we found earlier, we can solve for the force required to move the scope. First, we'll look
at the rotation of the azimuth bearing, the ground board.
→ →
fr⋅rp f ⋅L 36
This says that the friction force (fr)times the radius from the center of the bearing to the
friction pad (rp) equals the force required to push the telescope (F) times the distance
from the point where we push to the center of the bearing (L).
Figure 10 - Torques on a Dobsonian
Rearranging, we find that the force required to move the ‘scope is as shown in
equation 37.
→
fr⋅rp →
f
L 37
Now, L may not be obvious from the drawing, but is obtained from the same
simple trig that gives us vector components. If the distance from the eyepiece (where
we are pushing) to the center of the bearing disk is d, then L = d*cos(alt), the altitude
angle measured from the horizontal. Now that means that the force required to rotate
the mount in azimuth varies with the angle of the object being viewed, and indeed it
does. How do you design for this? Typically by choosing a median value or one
o
representative of the way you intend to use your scope: 45 is common because the
seeing is usually impaired as you go significantly lower than that.
Let's see some representative numbers so that I can show something important
about units. Let d=30 inches and put the scope at 45o so that L=d*cos(alt) or
L=30(.707) =21.21 inches. If the azimuth bearings are on an 18 inch diameter circle,
Rp=9 inches. Then:
4.73 ⋅lbs⋅( 9 ⋅in)
F 2.01 ⋅lbs
21.21 ⋅in 38
So a push of 2 pounds is required to move the scope about the azimuth axis.
The units of torque are force times length. I've used pounds and inches in this
example, but I could have used any units as long as I used the same kind on both sides
of the equation. What is important is that you can check your manipulations by carrying
the units and verifying that the result is in the units you expect. Here, we were looking
for units of force (pounds) and that's what we found when inches divided out of the top
and bottom of the fraction.
30
f f = .105( ) 41
0.5
= 6.30 lb.s 39
The force required to move the scope in elevation (assuming 8 inch bearings) is then:
Thus 13.4 additional ounces will cause the telescope to slip and move in altitude.
Step back a second and look at what we've just shown. This starts with a
balanced tube assembly that is not moving. We then calculated the force required to
equal the static friction, knowing that to overcome this friction requires just a “smidgen”
more.
What if we don't like that number? We plan to use an eyepiece that will add an
additional pound (more than the current eyepiece). What do we do? There are several
things that we can change (engineers refer to do this as having several degrees of
freedom). For example, we can choose materials with a greater coefficient of friction.
Instead of the Teflon/Formica pair, we could use a nylon pad and Formica. This will
virtually double the friction to 12 pounds, and the force required to move the scope to
1.6 pounds. There are many options, but changing materials will typically give you
around a 4:1 range of change.
Moving the pads farther apart will increase the normal force and thereby the
friction. The minimum separation is usually recommended to be 30o from the vertical,
or 60o apart. The increase is the ratio of cosec 60 to cosec 30, or 1.73:1 and the force
to cause slippage goes up by the same ratio. Likewise, increasing the diameter of the
bearing will increase the torque. Going from an 8" bearing to a 10" size will increase
the force by a factor of (5/4) -- or (new diameter)/(old diameter) -- from 13.4 ounces to
16.8 ounces. Of course, you could also increase the weight of the telescope, but most
of us consider that a last resort. A Velcro strip on the tube and some coins in a small
sack that will stick to it is a common counterweight, added as needed. Some ATM’s
have resorted to springs to increase the counterweight force.
What's the best thing to do? Generally, it's to make the bearings larger. The
problem with changing materials is that certain materials – Teflon and textured Formica
–have been shown to work best in a properly loaded mount. The problem with
changing the angle of the pads is that there really isn't much freedom here. You can
only spread them so far (or move them so much closer together) before you get
problems with the bearing becoming unstable as you push on the scope. At some
point, the scope will want to push off the bearings, or wedge in place. There is a price
for this modification that you need to consider, though: the scope will take more of a
push to get it moving when you aren't using the heavier eyepiece. Of course, if we had
too much friction we could do the same sorts of things to decrease the force required to
move the scope.
How much friction is right? To some extent that depends on your preferences.
To some extent it depends on the size of the telescope; users seem to expect a bigger
telescope to require a bigger push. The preferred range is about 1.5 to 4 pounds,
although the upper end can go higher if the resulting motion is smooth.
Finally, some concerns about the materials used in the Dobsonian mount. The
Teflon used in the classical design has a characteristic called cold flow. That means if
you clamp a piece under pressure at room temperature, it will flow or deform to relieve
the pressure. Pressure has the units of force/area, so each pad should have an area
that keeps pressure in the range of 10 to 30 pounds per square inch. For instance, the
base pads in our sample mount will each support 15 pounds, and several writers have
reported 15 psi as the optimum value. A one square inch pad is ideal here.
Believe it or not, that's the meat of the subject of statics, “Five Minute University”
style. Engineering students solve lots and lots of problems involving bizarre
geometries. Of course, they are being prepared to handle anything from cranes and
skyscrapers to miniature tools. We have more specialized things to study and there
isn't much need for figuring obscure geometries.
So let’s now turn our attention to the subject of center of gravity. Intuitively, you
know what this is: it's the imaginary point that behaves as the place where all the mass
in a body is concentrated. It's the six inch mark on a perfect 12" ruler. We usually find
the center of gravity of a telescope tube empirically by balancing it on a dowel or rod,
but it is possible to calculate it from the data we have about the design. They certainly
didn't find the balance point of the Keck telescope by balancing it on a rod!
To find the coordinates of the center of gravity (usually referred to as the CG,
pronounced “see gee”) you mentally divide the body up into smaller sized slices or sub-
bodies that you know the CG for and fill it into the following rather nasty looking
equation:
∑ xi W i
x cog = 43
∑W
where xcog is the x coordinate of the CG, xi is the x coordinate of slice you are working
with from some coordinate origin, W i is the weight of that slice and W is the total weight
of the body. To find y and z coordinates you use the same formula, substituting y or z
for the x in the equation.
Another way of looking at the concept of the slices is to say that each slice is a
single cross-section of the telescope. It will contain the mass of a component at the
position of its CG. Say you have a mirror that weighs 10 pounds, and its center is 3
inches up the tube from the bottom. You would take a slice through the tube at 3
inches and say it weighs 10 pounds.
First, we weigh of all the components or gather all of their specifications, and
then make a table that includes the weights and how far up the tube they are.
Slice Weight xi (inches) xi*W (in-lbs.)
Mirror 15 lbs. 2 30
tube 2 lbs. 30 60
Diag, spider, 2 lbs. 54 108
focuser
Finder 3 lbs. 58 174
Total 22.00 372
We then divide the sum in the last column by the sum in the second, to get xcg =
372 /22 or xcg = 16.9 inches up from the bottom of the tube. I will leave it to you to
prove to yourself that this is really the center of gravity. You can do this by summing
the torques around the center of gravity. To do this, draw the tube turned over on its
side so that all the weights point downward. Make all the torques on the left side of the
COG negative distances from the CG and all of the torques on the right side positive
distances. Multiply the weight times the distance, add them up and you will find that
they add up to very close to exactly zero. The differences, if any, are due to using three
significant figure accuracy.
There are assumptions buried in here, as there are in everything we do. What I
have done is assume that the slices are one material of uniform density, i.e., that the
weight in each slice is from only the component named. How good are these
assumptions? Let's look at the bottom ring; it holds the mirror cell and mirror at 15
pounds. The two inches of the tube included with the mirror weigh 2/60 of two pounds
or 1.1 ounce. The 15 pounds from the mirror in this slice is clearly much larger than the
1.1 ounce of tube. In the case of the focuser and spider, the two pounds dominates the
weight of the tube by a factor of 32. The mass here, as in the finder scope and its
holder, is clearly not centered in the tube, and this can cause rotation, even in a Dob.
(in a Dobsonian, the movement of the CG off the centerline of the tube makes the
apparent CG change with elevation angle).
How do you fix this? The finder and focuser clearly can not be in the center of
the tube, and they are usually not opposite each other on the top and bottom of the
tube’s observing end. The most direct fix is to add a counterweight on the tube, radially
opposite the heavy finder or focuser. This weight doesn’t need to be at the same end
of the tube and can be toward the bottom, helping to pull the CG down. This is not a
problem with the typical Dobsonian, since the finders tend to be small and lightweight.
If you’re going to piggyback mount a second telescope on a large German equatorial, or
SCT wedge mounted fork, you should consider the CG in 3 dimensions and try to keep
it on the centerline of the tube.
Before we leave statics, I need to say that not everything we come upon can be
solved by the principles of statics. There are such things as statically indeterminate
problems which are found when the number of unknowns exceeds the number of
equilibrium equations (summation of forces and torques about all three axes: six
equations). This is an advanced concept, but you'll come across it if you do a lot of
practice problems from books. “Real life” engineering solves these problems with
computer models that break a structure up into small pieces and determine the loads
and bending in every piece; these are called Finite Element Method, or FEM programs.
(In addition to the following, the interested reader can find many solved problems in the
Schaum's Outline series of books from MacGraw-Hill. These are available in many
public and college libraries, as well as larger bookstores and college bookstores.)
1. Askeland, Donald R., The Science and Engineering of Materials, 1984, PWS
Publishers, Boston, Mass.
5. Mizrahi, Abe and Sullivan, Michael, Calculus and Analytic Geometry, 1982,
Wadsworth Publishing Company, Belmont, California.
7. Sears, Francis W., Zemansky, Mark W. and Young, Hugh D., University Physics,
6th. ed. Addison-Wesley Publishing Company, Reading, Mass.
9. Avallone, Eugene A., and Baumeister, Theodore, Mark's Standard Handbook for
Mechanical Engineers, 9th ed., 1987, McGraw-Hill, NY.
10. Cox, Robert E., “Telescope Tubes: Good but Mostly Bad”, Telescope Making
#26, Summer 1985, Kalmbach Publishing, Milwaukee, WI.