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Transformable Structures and

their Architectural Application

Sam Bouten

Supervisor: Prof. dr. ir.-arch. Jan Belis


Counsellor: Ir. Jonas Dispersyn

Master's dissertation submitted in order to obtain the academic degree of


Master of Science in de ingenieurswetenschappen: architectuur

Department of Structural Engineering


Chairman: Prof. dr. ir. Luc Taerwe
Faculty of Engineering and Architecture
Academic year 2014-2015
Transformable Structures
and their
Architectural Application
Acknowledgements

Motivated by Prof. Mónica García Martínez, I attended a 2013 lecture on the work of Spanish
architect Emilio Pérez Piñero, a pioneer in the field of deployable structures. My interest grew by
taking part in a transformable design competition and congress dedicated in his honor.

I decided to further deepen this - by then passionate - interest by writing this master’s thesis on
the subject. I’m grateful to my supervisor, Prof. Jan Belis: he had both a highly motivating outlook
and critical but ever constructive feedback that made me work more driven and precise. His open
approach to the research allowed me to discover widely without losing focus on the important
aspects.

My gratitude also goes to Michiel Van Der Elst and Jonas Van Den Bulcke, fellow students whose
shared interest and curiosity have resonated with mine, and often made me see the topic in new
ways. Jonas’ knowledge of digital fabrication was instrumental in making some of the test models
used throughout the thesis.

Thanks also to Prof. Niels De Temmerman for his expertise-based tips and encouraging words.

Finally and mostly, I’d like to thank Silvia for her continuous support and kind listening.

Permission for use of content

The author gives permission to make this master dissertation available for consultation and to
copy parts of this master thesis for personal use. In the case of any other use, the limitations of
the copyright have to be respected, in particular with regard to the obligation to state expressly
the source when quoting results from this work.

Sam Bouten, May 15 2015

iii
Transformable Structures and
their Architectural Application

By Sam Bouten
Master’s dissertation submitted in order to obtain the academic degree of
Master of Science in de ingenieurswetenschappen: architectuur

Supervisor: Prof. Dr. Ir.-Arch. Jan Belis


Counsellor: Ir. Jonas Dispersyn

Department of Structural Engineering


Chairman: Prof. Dr. Ir. Luc Taerwe
Faculty of Engineering and Architecture
Academic year 2014-2015

Summary

The field of transformable structures is remarkably varied since it transcends the borders of
conventional disciplines and inscribes itself into the modern notion of adaptivity. The main aim of
this thesis is to provide insight in the design of transformable structures on an architectural scale.

In the first part of the thesis, an extensive literature research is done to show the possibilities
that lie in the hands of the designer. Geometrical variations are complemented by examples of
real-life use of each of the addressed categories: scissor-like structures, rigid-foldable origami
and Jitterbug-like mechanisms. Many of them are identified as being variations on
overconstrained linkages.

The second part addresses the kinematic aspects such as the analysis of degrees of freedom and
trajectories. A numerical model for a generalized deployable 4-bar structure is given.
Materialization challenges and pitfalls in the scaling of transformable structures are further
discussed, specifically joint design and actuation.

The third part focuses more deeply on the Sarrus linkage and the different arrays that can be
formed from it. A novel way of introducing a polar angle in the Sarrus linkage by means of a joint
offset is given. Furthermore, a novel array, dubbed the overlap array, is analyzed and its
geometrical aspects discussed. A parametric tool for the design of flat and polar Sarrus arrays is
given. The trade-off between deployability and structural performance of the arrays is discussed
and two case studies finally are used to structurally analyze the different arrays.

Keywords

Deployable structure, scissor-like structure, rigid-foldable origami, Jitterbug-like mechanism,


overconstrained linkage, Sarrus linkage, Sarrus array

iv
Contents

Acknowledgements .......................................................................................................... iii


Abstract ...............................................................................................................................iv
List of symbols.................................................................................................................. vii

1. Introduction ............................................................................................................1
1.1 Categorization ...................................................................................................... 2
1.2 Basic mechanical concepts ................................................................................ 3

Part I. Review of Literature

2. Scissor-Like Elements .............................................................................................7


2.1 Geometrical possibilities ................................................................................... 8
2.1.1 Translational units .................................................................................. 8
2.1.2 Polar units.............................................................................................. 13
2.1.3 Angulated units ..................................................................................... 17
2.2 Architectural application ................................................................................. 20

3. Rigid-Foldable Origami .........................................................................................27


3.1 Patterns and tessellations ............................................................................... 28
3.1.1 Miura-ori pattern .................................................................................. 28
3.1.2 Yoshimura pattern ............................................................................... 31
3.1.3 Waterbomb pattern ............................................................................. 34
3.1.4 Resch patterns ...................................................................................... 35
3.2 Flat-foldability.................................................................................................... 37
3.3 Architectural application ................................................................................. 38

4. Jitterbug-Like Linkages ........................................................................................43


4.1 Geometrical possibilities ................................................................................. 44
4.1.1 Odd-valent vertices .............................................................................. 47
4.1.2 Planar variations .................................................................................. 51
4.2 Architectural application ................................................................................. 52

5. Overconstrained Linkages ...................................................................................55


5.1 Bennett Linkages .............................................................................................. 55
5.2 Goldberg and Myard linkages......................................................................... 59
5.3 Bricard linkages ................................................................................................ 61
5.4 Parallel manipulators ....................................................................................... 62
5.4.1 Modified Wren platforms .................................................................... 62
5.4.2 Sarrus linkages...................................................................................... 63

v
Part II. Design Tools

6. Kinematic studies .................................................................................................67


6.1 Determining degrees of freedom .................................................................. 74
6.2 Trajectories and envelopes ............................................................................. 75
6.3 Generalized trajectory of 4-bar deployable structures ............................... 84

7. Materialization Challenges ..................................................................................87


7.1 Joint design ........................................................................................................ 88
7.2 Thickness in rigid-foldable origami ................................................................ 95
7.3 Actuators ............................................................................................................ 98
7.4 Locking systems .............................................................................................. 103
7.5 Design criteria ................................................................................................. 108

Part III. Uneven Sarrus Chains

8. Uneven Sarrus Chains .......................................................................................111


8.1 Basic module ................................................................................................... 111
8.2 Joint-to-joint arrays ......................................................................................... 116
8.2.1 Polar module with joint offset .......................................................... 118
8.2.2 Mobility of joint-to-joint arrays......................................................... 123
8.3 Overlap arrays ................................................................................................. 127
8.3.1 Polar module with ellipse method ................................................... 129
8.3.2 Overlap factor ..................................................................................... 131
8.4 Parametric tool for regular array design ................................................... 132
8.5 Secondary structural systems ..................................................................... 135
8.6 Case studies ................................................................................................... 140
8.6.1 Case study 1: Pedestrian bridge ....................................................... 140
8.6.2 Case study 2: Barrel vault.................................................................. 148
8.7 Conclusions .................................................................................................... 157

References .......................................................................................................................159

Appendix A. Formal Studies ..........................................................................................170


Appendix B. Transformable Designs............................................................................176

vi
List of Symbols

Greek symbols

Operating angle [rad]

Operating angle between xy-plane and original bars in Sarrus modules [rad]

Operating angle between xy-plane and original bars in Sarrus modules [rad]

Deformation angle in xy-plane [rad]

Polar angle [rad]

Polar angle for joint offset method if only 2 different bar lengths are used [rad]

Maximum polar angle [rad]

Maximum polar angle for joint offset method [rad]

Maximum polar angle for ellipse method [rad]

Kink angle in angulated scissor-like elements [rad]

Apex angle in Yoshimura based rigid-foldable origami [rad]

η Amount of plate elements in curved direction for Yoshimura based origami

Fold angle, operating angle for rigid-foldable origami [rad]

Twist angle at joint of overconstrained mechanisms (I) [rad]

Twist angle at joint of overconstrained mechanisms (II) [rad]

Bar proportion between and bars in uneven Sarrus modules

Form factor for snow load

ξ Spatial deformation angle for rigid-foldable origami [rad]

Maximum spatial deformation angle for rigid-foldable origami [rad]

Air density [kg/m²]

vii
Lower-case Latin symbols

Damping coefficient of hyperbolic paraboloid surfaces

Probability factor for wind load

Overlap factor for Sarrus modules in overlap arrays

Roughness factor for wind load

Vertical height of Sarrus module in fully deployed state [m]

Relative structural height of Sarrus module in fully deployed state

Joint offset used to introduce polar angle in uneven Sarrus chains [m]

Joint offset if only 2 different bar lengths are used [m]

Joint offset for maximum polar angle [m]

Bar length, by default assumed greater than bar length [m]

Adapted bar length (from ) for joint offset method [m]

Adapted bar length (from ) for maximum polar angle [m]

Adapted bar length (from ) for ellipse method [mm]

Adapted bar length (from ) for maximum polar angle [m]

Terrain factor for wind load

Bar length, by default assumed lesser than bar length [m]

Projected bar length of [mm]

Adapted bar length (from ) for ellipse method [mm]

Adapted bar length (from ) for maximum polar angle [m]

Length of translation vector in generalized trajectory of deployables (I) [m]

Length of translation vector in generalized trajectory of deployables (II) [m]

Distributed imposed load [KN/m²]

Peak velocity pressure for wind load [KN/m²]

viii
Snow load [KN/m²]

Basic wind speed [m/s]

Basic wind speed [m/s]

Total wind pressure [N/m²]

Internal wind pressure [N/m²]

External wind pressure [N/m²]

Wind load in global x direction [N/m²]

Wind load in global y direction [N/m²]

Reference height of structure for wind load [m]

Upper-case Latin symbols

Exposure factor for wind and snow load

External wind pressure coefficient

Internal wind pressure coefficient

Temperature coefficient for snow load

DaP Dihedral angle preserving (joint)

DoF Degrees of freedom of a mechanism

Total number of links in a mechanism

Total load from combinations [N]

Number of grounded links in a mechanism

Turbulence intensity for wind load

ISA Instantaneous Screw Axis

Number of joints of order i in a mechanism

ix
Foldline in rigid-foldable origami

Mobility of a system, equals to degrees of freedom for rigid link mechanisms

Internal moment around local y axis [Nm]

Internal moment around local y axis [Nm]

Internal axial force [N]

Concentrated imposed load [N]

Reaction force in global x direction [N]

Reaction force in global x direction [N]

Reaction force in global z direction [N]

Number of mountain folds around vertex in rigid-foldable origami

Deformation in global x direction [m]

Number of valley folds around vertex in rigid-foldable origami

Self-weight [kg]

x
1. Introduction

1. Introduction

“Are you really sure that a floor can’t also be a ceiling?”


- Escher M. C.

The term itself, transformable structure, is an oxymoron: structure is what gives static shape to
systems, while transformable is a word more at home in the world of the shifting and the
unstable. It’s between these two worlds that transformable structures strike a balance, looking for
a trade-off between the mechanical and static qualities. In the transformation phase, controlled
movements must be potentiated, but once the mechanism is locked in place, the resulting
structure must be rigid and secure in its use. The terms structure and mechanism (or linkage) will
hence be used freely in the thesis, sometimes referring to the very same geometries, depending
on the state they are in.

The fact that this field of study is located at an intersection point of many other domains makes it
very diverse, and many points of view need to be reconciled in any transformable design. Not
only structural and kinematical aspects, but also three-dimensional geometric patterning,
transport and actuation play a part.

In short, thinking about transformable structures inherently includes the fourth dimension of
time,a factor often minimalized in the building industry, where static and unchanging
constructions rule. Although transformable structures have been used throughout history -
mostly on the fringes of architectural culture - their more recent popularization inscribes itself
into a wider paradigm shift, where a dynamic lifestyle and durability are two key notions.

Transformable structures can offer dynamic answers to modern problems, such as deployment
for creating temporary spaces, responsiveness to climatic influences, and change of use.
The design of transformable structures then is the design of change.

Fig 1.1 Metamorphosis I (Escher M. C. 1937)

1
1. Introduction

1.1 Categorization

Classification into different groups is useful to gain insight into shared underlying principles.
The categorization used in this thesis, shown in Fig 1.2, is based on the work of Hanaor A. and
Levy R. (2001) who discern two main axes that divide transformable structures.

The primary axis, kinematics, describes the important difference in how transformability is
achieved: mechanisms can be made up of rigid links that are connected at joints that offer
controlled local motion. Structures made from deformable links can change shape due to the
elastic properties of materials. Because of the large discrepancy between these two groups and
the advantage of better control in the first group, only rigid-link mechanisms are discussed in this
dissertation.

The secondary axis, morphology, is more arbitrary and describes the basic shapes that make up
the transformables, whether they are bar elements (lattices) or surface elements.

A third axis added here, the mobility, denotes the freedom with which a transformable structure
moves. A transformable with high mobility offers more options but is less easily controlled.
For rigid link mechanisms, the mobility translates directly to degrees of freedom.

Fig 1.2 Categorization of transformable structures

2
1. Introduction

1.2 Basic mechanical concepts

Since transformable structures are inherently mechanisms, some basic notions about their
mechanical systems and connections are necessary to understand them. Here, the concepts of
degrees of freedom and joint classes are shortly explained, and a more expended analysis of the
geometric-kinematic characteristics of the structures is given in chapter 6.

Perhaps the most important thing to keep in mind when dealing with the mechanical aspects of
transformable structures is that they behave as a closed system, and not just separate
mechanisms joined together. However, since many of the transformables are made up of basic
modules, analysis of each of the categories will for simplicity often start with these smallest
building blocks.

1.2.1 Degrees of freedom

Any possible motion a mechanical system can undergo is bound by its Degrees of Freedom (DoF),
or Mobility (M). “The degree of freedom of a mechanism is equal to the number of independent
parameters (measurements) that are needed to uniquely define its position in space at any
instant of time.” Or in other words: “[…] the number of inputs that need to be provided in order
to create a predictable output” (Norton R. L. 1991).

A host of mechanisms, including the ones found inside the domain of architecture, are of a single
degree of freedom (1DoF), since they are easily driven and need only a single control parameter
to function. As such, most mechanisms described in this dissertation are of 1DoF as well.

However, with the rise of data-driven adaptability, the application of mechanisms with a higher
DoF in architecture becomes more thinkable and even desirable. Particularly of interest are
mechanisms in which each DoF is directly linked to a design parameter and can easily be locked
without affecting the other DoF (and such, design criteria). An example would be the design for a
singular façade structure that could independently regulate shade, heating, and ventilation,
directly by changes made within each DoF.

1.2.2 Joint types

Joints can defined as he motion-permitting connection of two or more links. There are several
ways of categorizing joints, the main and most basic distinction being made in the literature
being the one between lower pairs and higher pairs. As Reuleaux F. (1963) defines it, lower pairs
are joints with surface contact (one element encompasses the other, such as in a spherical joint).
Higher pairs are joints with point or line contact. Norton R.L. (1991) notes that, due to
unavoidable practical imperfections, every joint is in fact made possible thanks to discrete
contact points.

Joints are further defined by the degrees of freedom they give between their connecting
elements. The most-used and important joints in transformable structures are listed on the next
page.

3
1. Introduction

R-Joint P-joint Half-joint

S-joint C-joint

Fig 1.3 Joint types

Revolute joint (R-): 1DoF. Often called Pin joint. Fixes the joined links on a mutual axis around
which they have one rotational freedom. Most structures discussed in this thesis use solely R-
joints.

Prismatic joint (P-): 1DoF. The joined links have one relative translational freedom. Telescopic
systems are made out of these joints.

Half-joint: 2DoF. Links have one translational- and one coplanar rotational freedom. They are
referred to as ‘half’ because they limit half the DoF as the typical R- and P-joints.

Spherical joint (S-): 3DoF. Links have three independent rotational freedoms, but all translations
are bound.

Cylindrical joint (C-): 2DoF. Links have one translational- and one perpendicular rotational
freedom.

4
Part I. Literature Review
2. Scissor-Like Elements

2. Scissor-Like Elements

Scissor-Like Elements (SLEs), sometimes denominated as scissor units, pantographs or Nuremberg


mechanisms are the most widely used mechanism type in larger-scale structures, thanks to their
reliable synchronous movement, their compactness and their economic use of material. A basic
SLE is formed by bars that are interconnected along their length by one or more revolute joints –
the Intermediate hinges - allowing one free revolution in their (common) plane.

By linking SLEs together through articulated joints at their end nodes, planar and spatial grids can
be formed that all possess a single DoF, being able to deploy easily from compact bundles to
space-encompassing frameworks.

The intermediate hinges that allow this synchronous movement of the bars are at the same time
an encumbrance on the static-structural level. The continuity of the bars makes for a bending
moment at the location of the central hinge, exactly where the material is at its least because of
the need for a physical joint axis. Hence, the largest deformations will happen at the location of
these weak spots. The deformability of SLE structures and the fact that they need to statically
comply not only in deployed, but also in the intermediate states, make the design process
iterative and often long-winded. As Gantes C. J. (2004) put it:

“From a structural point of view, deployable [SLE] structures have to be designed for two
completely different loading conditions, under service loads in the deployed configuration, and
during deployment. The structural design process is very complicated and requires successive
iterations to achieve some balance between desired flexibility during deployment and desired
stiffness in the deployed configuration.”

In this chapter firstly a geometric categorization and the different variations of SLEs are given,
based mainly upon the theoretical work done by Escrig F., Langbecker T. and De Temmerman N.
and the designs and patents of Hoberman C. Afterwards, a brief history of the architectural
applications is given, showing the way SLE structures have been used as space-encompassing
systems.

7
2. Scissor-Like Elements

2.1 Geometrical possibilities

Based on variations in the basic SLE – the shape of the bars and placement of the intermediate
hinges – three general subgroups can be identified: translational-, polar-, and angulated elements.

2.1.1 Translational units

Defining the unit lines (dotted lines in Fig 2.1) as the imaginary lines
that connect the articulated end nodes of the bars, the translational
SLEs are characterized by the fact that these lines always stay
parallel to one another. The curves connecting the R-joints are
straight, but there are still many ways of varying within this group.

The most basic scissor structure that is the repeated linkage of a


symmetrical translation element, forming a straight framework, is
called the lazy-tong and is shown in Fig 2.1.

Fig 2.1 Translational unit

Fig 2.2 Lazy-tong scissor mechanism

8
2. Scissor-Like Elements

Translational flat variations

To form spatial frameworks of SLEs, a multitude of options is open, starting by defining the shape
of the formed array. Fig 2.3 shows the results of choosing a square grid array formed by
connecting the edge nodes to each other at straight angles. This results in an unstable structure
in the projected-plane, needing additional bracing for the square shapes to make it function
optimally in static state.

The hexagonal grid in Fig 2.4 is made up of equilateral triangles and offers in plane stability and
greater strength, at the cost of compactability.

Fig 2.3a Square grid array Fig 2.3b (Escrig F. 1991b)

Fig 2.4a Hexa-triangular grid array Fig 2.4b (Escrig F. 1991b)

9
2. Scissor-Like Elements

More complex framework shapes are derived when the planes of each of the lazy-tongs no
longer cut each other perpendicularly, but obliquely. By doing so, the intermediate hinges of 2 or
more SLEs intersect, and fewer bars meet at the end nodes. In Fig 2.5 the example of a triangular
oblique grid is given. The intermediate hinge (marked in orange) has to be specifically designed
for the three bars crossing each other.

Fig 2.5a Oblique triangular grid array Fig 2.5b (Escrig F. 1991b)

As Escrig F. (1986) observed, the perpendicular type of grids can be formed as a collection of
prismatic elements (Fig 2.6), and the oblique grids from the collection of anti-prismatic elements
(the bars cross through the center of the circumscribing prism) (Fig 2.7). For a more complete set
of prismatic variations, the 1986 article of Escrig F. is highly recommended.

Fig 2.6 Prismatic modules make up Fig 2.7 Anti-prismatic modules


make up straight grid array make up oblique grid array

10
2. Scissor-Like Elements

Translational curved variations

Even though the unit lines of translational elements by definition stay


parallel, a curved grid can be formed by varying the point on the bars
that the intermediate hinge is connect. Fig 2.9 shows such a
translational curved variation, in which the array consists of two
mirrored halves so that a central peak is formed. It should be noted
that the compacted bundle retains the original height of the
completely deployed mechanism, making it less than ideal for the use
in transportable structures.

Fig 2.8 Translational unit


(curved)

Fig 2.9 Curved translational scissor mechanism

Translational multi – layered variations

By raising the amount of intermediate hinges for each bar, multi-layered systems can be made
from SLEs. As the amount of fixed points and the structural height per SLE are increased, the
whole will be subject to a smaller maximal bending moment. That is, however, at the cost of
more material and lesser compactness, and a multi-layered structural system is seldom used for
deployable structures where a compact bundle is key. However, the rhombic shapes as in Fig
2.10 can form the basis of elaborate spatial structures, such as ruled surfaces, a category of SLE
structures of which the applications are discussed further on in this dissertation.

11
2. Scissor-Like Elements

Fig 2.10 Multi-layered translational scissor mechanism

All of the variations mentioned above for translational elements can also be applied to the
undermentioned polar- and angulated units, touching off even more possibilities of
different shapes of regular frameworks.

12
2. Scissor-Like Elements

2.1.2 Polar units

By moving the intermediate hinge of the SLE away from the center by
a certain eccentricity, the unit lines will move from being parallel to
having a polar angle between them, which changes from being 0 at
the completely (theoretical) folded state to being at its maximum at
the fully-deployed state. This maximum angle is proportional to
the eccentricity.

By linking these polar SLEs together, a nearly planar compact bundle


can deploy into a structure with constant curvature, as shown in
Fig 2.12.

Fig 2.11 Polar unit

Fig 2.12 Polar scissor mechanism

Polar free-form variations

More randomly curved shapes can be made by varying the size of the bars within each of the
SLEs. If the condition of complete foldability (and thus, maximum compactness) is to be achieved,
the sum of the partial-bar lengths of two adjoining elements must be equal. This is defined in an
equation first given by Escrig F. (1988) that is from here on referred to as the compactability
equation (Fig 2.13):

[2.1]

13
2. Scissor-Like Elements

Fig 2.13 Random bar length scissor mechanism

Equation [2.1] was extended by geometrical description to three-dimensional SLE structures by


Langbecker T. (1991, 1999). The constraint can also be unfulfilled for one of the adjoining SLEs,
while the connecting one can completely collapse into a linear state, hence they will be partially
foldable (De Temmerman N.). Finally, the compactability constraint forms the basis of the
design of deployable structures, and applies much more widely than for SLEs.

Polar singly curved variations

By repeating the arches formed by polar SLEs in a linear fashion and connecting them by
translational SLEs, cylindrical structures can be made. Barrel vaults have been researched by
Escrig F. (1986, 1996) and geometrically and structurally investigated by Langbecker T. (2000). Fig
2.15 shows an alternative, braced cylindrical vault that was used as a calculation model of
Langbecker.

Fig 2.14 Barrel Vault (Escrig F. 1986) Fig 2.15 Barrel vault with cable
substructure and X-bracing
(Langbecker T. 2000)

14
2. Scissor-Like Elements

Polar doubly - curved variations

By using polar units in multiple directions, doubly – curved spatial structures such as domes can
be made. Escrig F. (1988) demonstrated different ways to form dome-shapes from polar units.
The domes in Fig 2.16 and Fig 2.17 can be made using respectively square and triangular grid.
The advantage of these regular grids is the modularity of the polar units. Domes can be
generated from oblique grids as well, as is discussed in the section 2.2, architectural applications
of SLEs.

Fig 2.16 Dome from square modules (Escrig F. 1988)

Fig 2.17 Dome from triangular modules (Escrig F. 1988)

The domes made from these regular grids deviate from a pure spherical form. To approximate a
more constant curvature, the edges of the polygons from any geodesic dome can be replaced by
modular polar elements. The completely folded and completely deployed state don’t show any
geometric problems, but in certain intermediate phases there can be geometric incompatibilities,
which have to be resolved by artifices that locally open more DoF or by material deformation
(see bi-stable structures in chapter 6). An example is the geodesic dome in Fig 2.18.

15
2. Scissor-Like Elements

Fig 2.18 Geodesic dome from triangular modules (Escrig F. 1988)

A last category mentioned by Escrig F. are the domes generated from a rhombic pattern; so-
called lamella domes, which don’t show any incompatibilities, and are easily designed (Fig 2.19).

Fig 2.19 Lamella dome (Escrig F. 1988)

Anticlastic surfaces such as hyperbolic paraboloids can also be made by flipping the side of the
eccentricity of the intermediate hinge, or keeping a central hinge and using side-by-side
compatible translational elements as demonstrated by Langbecker T. (2000).

Fig 2.20 Anticlastic surface from translational units (Langbecker T. 2000)

16
2. Scissor-Like Elements

2.1.3 Angulated units

Fig 2.21 Angulated units Fig 2.22 Angulated unit variations


(Hoberman C. 1990a)

Angulated elements, popularized by Hoberman C. (1990a), possess a


central kink of angle ε which causes a constant angle γ between the
unit lines throughout the whole transformation process. As
Hoberman also demonstrated, it is actually the relative location of the
intermediate hinge that is of importance, and differently shaped
figures can be used (Fig 2.22). The angle δ between the unit line and
the adjoining semi-bar is hereby bound by the equation:

[2.2]

This opens the possibility to make ring structures as in Fig 2.24 that
open and close around a central point O. This radial deployment has
a lesser compactness than a linear one, since the minimum phase is
constrained by the continuity of the chain of elements.

Fig 2.23 Multi-angulated


unit

Fig 2.24 Radial scissor mechanism from angulated units

17
2. Scissor-Like Elements

By introducing more kinks, a multi-angulated element can be formed. Equation [2.2] still holds
and, as such, a radial kinematic system can be made that is denser and consequently will be able
to carry more loads and span greater widths. An example of triply angulated elements is
given in Fig 2.25.

Hoberman C. (1990, 2001) changed the size of the adjoining elements – always complying the
compactability equation [2.1] – to make radial, non – circle shaped elements. Likewise, You Z. and
Pellegrino S. (1997) developed a general angulated unit for non-circular closed radial geometries.

Fig 2.25 Radial scissor mechanism from multi-angulated units

Doubly - curved spatial variations

Approximately spherical surfaces can be created by using these closed-ring structures as the
circumferences of a sphere, and making them intersect in a triangular grid by using a geodesic
subdivision into hexagons and pentagons (Fig 2.26). Platonic solids such as the Icosahedron in
Fig 2.27 can be made combining translational and angulated SLEs. These figures were also made
famous by Hoberman C. These mechanisms all have a mobility of 1DoF.

Fig 2.26 Expansion of geodesic dome from angulated units (Hoberman C. 1990a)

18
2. Scissor-Like Elements

Fig 2.27 Expansion of icosahedron from angulated units (Hoberman C. 1990a)

Gómez Lizcano D. E. (2013) has shown how a pendentive dome can be generated by grouping
different angulated modules based on the intersections of a sphere and pyramidal shapes of
different width.

A myriad of different anticlastic shapes can be created using angulated SLEs by changing both
their total length and kink angle, as Hoberman has demonstrated. In the work of Roovers K. et al.
(2013 the conversion of any arbitrary continuous surface to a scissor mechanism is described
geometrically. His approach makes it possible to optimize any form for maximum compactness.
One should note, however, that freeform design almost always go at the loss of modularity of the
composing units.

Fig 2.28 Expansion of anticlastic geometry from angulated units (Roovers K. et al. 2013)

19
2. Scissor-Like Elements

2.2 Architectural application

The usage of the SLE mechanisms in their different variations has led to some architectural
applications in which the scale of the projects together with the kinematic behavior are nothing
less than awe-inspiring. However, realizations are few because of the mentioned difficulties in
structural calculation of each phase of the deployment. The fact that furthermore there is no
single regulatory body for deployable structures makes them unknown and unused by the
mainstream of designers. The examples used in this section consist only of real-life structures or
models that were used to this goal: intents to materialize the discussed geometries.

The ‘father of scissor-like structures’, and the original person responsible for their proliferation
and the widespread research in the academic world, is undoubtedly the Spanish architect Emilio
Pérez Piñero. The reason his work has not been mentioned until this point in the dissertation is
that his methods were focused on generating real structures: he was not at all an academic
figure, but analyzed the geometrical and structural principles behind his work just in order to
obtain patents and to further their realization.

Fig 2.29 Emilio Pérez Piñero and his design for a deployable theatre, oblique grid from polar units
(adapted from http://perezpinero.org/)

20
2. Scissor-Like Elements

In Fig 2.29, a domical design with an oblique triangular grid is shown. It is deployable through the
manipulation of 6 central joints (Escrig F. 1991a). It was in its time - 1961 - a novel structural
concept and consequently won the London-based competition for a traveling theatre. Because
of the press coverage and the consecutive travels of Piñero in which he promoted his designs,
SLE structures were made known to many of his contemporary architects and engineers.

Fig 2.30 Compacted bundle for transport (adapted from http://perezpinero.org/)

In Fig 2.30, the compact bundle for an oblique-grid dome structure can be seen. One of the most
important inventions that made the realization his structures possible was the design of the
central joints that connect the spatially intersecting SLEs, demonstrated in small scale metal
models in Fig 2.31 for both quadrangular and triangular grids. Pérez Piñero went on to design
both planar and curved scissor-like structures until his early death in 1972.

Fig 2.31 Joint details in deployable test models done by Pérez Piñero (Cruz J. P. S. 2013)

Having been inspired after seeing the work of Pérez Piñero, Spanish architect and engineer
Escrig F. carried on his legacy to the academic world. Together with Sánchez J. and Valcárcel J. he
not only geometrically and structurally analyzed SLE systems, but realized many new
pantographic typologies. In Fig 2.32, their design for the deployable cover of the San Pablo
swimming pool in Seville, based on a polar quadrangular grid, is shown. Notice the diagonal
bracing elements used to stabilize the grid.

21
2. Scissor-Like Elements

Fig 2.32 Deployable swimming pool from rectangular modules (Escrig F. 2012)

As seen in Fig 2.33, Escrig and Sánchez also made use of a curved grid. This allows for large spans
to be covered with efficient material use, but goes at the cost of the compactness of the elements
and thus requires large-scale transportation.

Fig 2.33 Deployable swimming pool from multi-layered curved bars (Escrig F, 2012)

Aforementioned Hoberman C., a multidisciplinary designer, used his patented angulated units to
build several pantographic structures at sculptural-architectural scale. All of them are radially
deployable, either compacting to a central position as in the geodesic dome in Fig 2.34, or along
their circumference as in the Iris dome in Fig 2.35.

22
2. Scissor-Like Elements

Fig 2.34 Expansion of triangulated geodesic dome from angulated units (Hoberman C. portfolio)

Fig 2.35 Edge-to-center deployment of Iris dome from angulated units (Hoberman C. portfolio)

As mentioned before, Gantes C. J. (1997) meticulously investigated stress-related effects of SLEs,


in particular to make self-locking structures (see bi-stable structures in chapter 6). As
mathematical analysis combined with finite-element modeling is of great importance before even
attempting to construct these structures full-scale, few of them have been built.

Raskin I. (1998) proposed and analyzed more simple systems such as deployable slabs and
columns (Fig 2.36) for regular use in construction. He describes in detail how it is possible to go
from the mechanical spatial grid to a stable structure by adding boundary conditions such as a
top layer of rigid plate elements.

Fig 2.36 Deployable column and slabs from translational units (Raskin I. 1998)

23
2. Scissor-Like Elements

A system based on the angulated ring mechanism of Fig 2.25 was proposed by Kassabian P. E.
(1997) to form a retractable roof by adding plates to the bar structure. Jensen F. V. and Buhl T.
(2004) later improved upon this system by using only the plates as rigid elements, abolishing the
need for any secondary bar system. A stadium designed by Lake Associates used this very system
(Fig 2.37).

Fig 2.37 Retractable stadium roof based on angulated units (Lake Associates)

Another way of covering pantographic systems consists of using separate foldable plate elements
that join in completely deployed state. This method was first used by Pérez Piñero E. in the
design of glazing panels for the Dalí museum in 1970 and later improved upon by Valcárcel V. P.
(Escrig F. 2012). Fig 2.38 displays the ‘fish’ fold designed by the latter to cover a deployable dome.
Naturally, by introducing two-dimensional elements into the pre-existing grid of quasi
one-dimensional bars, the mechanism becomes less compact, as seen in the right-side image.

Fig 2.38 Use of additional plate elements on translational grids (Escrig F. 2012)

24
2. Scissor-Like Elements

De Temmerman N. (2007) combined the know-how of pantographic systems and tensile


substructures to design quickly deployable structures in which the fabric works actively on a
structural level. Fig 2.39 and Fig 2.40 demonstrates some new tent typologies designed by De
Temmerman in this fashion.

Fig 2.39 Textile substructure in barrel vault Fig 2.40 Textile structure attached to
from variable polar units central mast from angulated units
(De Temmerman N. 2007)

Alegria Mira L. (2010) bridged the gap between translational-, polar- and angulated units by
designing a Universal Scissor Component (USC). By giving the possibility to vary the central
hinge, the eventual angles between the SLEs can be changed, and many singly- and doubly
curved shapes can be made. The price paid for this is the maximum compatibility, especially of
the translational and polar arrangements. Nevertheless, a higher structural strength of the units
is gained in the zones where the largest bending moment is introduced, making it a versatile and
effective design. In Fig 2.41, the basic USC is shown, together with an icosahedral variation.

Fig 2.41 Universal Scissor Component (USC) and icosahedral variation (Alegria Mira L. 2010)

25
2. Scissor-Like Elements

A last group that can be shaped by the use of SLEs is that of the ruled surfaces. A one-sheet
hyperboloid type structure has been proposed by Escrig F. and Sánchez J. (2012) (Fig 2.42).
The compactability of these hyperboloids is too low to be considered a potent alternative to
single-layered pantographic structures, but their transformability can be useful e.g. for climatic
adaptation.

Fig 2.42 Deployable hyperboloid from multi-layered grid (Escrig F. 2012)

Hyperbolic paraboloids - as being investigated by Maden F. and Teuffel P. (2013) - can also be
formed by using multi-layered scissor elements. However, as the joints of the bars undergo a
relative translation, these mechanisms cannot be formed merely by revolute joints, and a
combination of P- and half-joints need to be specifically designed to allow for their mobility. For
this reason, their design is still troublesome. Fig 2.43 demonstrated the possible use of
6 independently mobile saddle-surfaces used for shading in a public space.

Fig 2.43 Adaptable hypar surfaces from multi-layered grid (Maden F. and Teuffel P. 2013)

26
3. Rigid-foldableOrigami

3. Rigid-Foldable Origami

Rigid-foldable origami elements, Foldable Plate Elements (FPE’s), or hinged plate elements form the
basis of kinetic surfaces that are traditionally continuous, but may just as well be discontinuously
connected. The rigid plate elements are connected by R-joints along their outer edges. The
amount and the relative in-plane angle of these edges will determine the boundary conditions of
the resulting kinetic surface. As such, by simply changing the relative inclination of the edges,
systems can sometimes gravely shift their kinematic behavior.

Because of the fact that the basic element is a surface – unlike with the quasi-linear SLE’s – and
because of the fact that these surface elements oftentimes need to be continuously connected,
the maximum compactness achieved in foldable plate structures is much lower, and so the value
of these structures is sometimes sought in the different qualities of their analogue phases: the
advantages of adaptive structures versus those of typically deployable ones.

On the flip side of the coin, they typically allow for an efficient distribution of forces because of
their continuous and corrugated surfaces. The continuity of the hinges is of importance here, and
special care has to be taken not to introduce local concentrated loads that unnecessarily change
the static behavior of the structure for the worse. Additionally, the waterproofing of these hinges
is an interesting theme to be addressed in the materialization process.

Almost all foldable plate structures are based upon the ancient Japanese art of origami.
Designing them often starts with a single sheet that is folded - without any cutting - into a three-
dimensional figure. When it is possible to generate an FP surface from this process, it is said to be
developable (Solomon et al. 2012). Sometimes developability and continuity of the surface are
unnecessary constraints when thinking of architectural applications. Nevertheless, the work done
on paper origami models when designing FP structures proves to be invaluably for fully
understanding the transformation processes.

In this chapter, firstly the general geometric possibilities and variations are described. This part is
supported by the works of major figures in the field of origami such as Miura K., Resch R., Tachi T.
and Hull T. Subsequently, the limited body of noteworthy architectural applications is given,
focusing only on the buildings or components that are truly transformable: static buildings
inspired by origami structures are left aside.

27
3. Rigid-foldableOrigami

3.1 Patterns and tessellations

Both modularity and homogenous mechanical behavior are of value to FP surfaces. An efficient
way to design them is therefore to start with the basic repeated patterns made up of copied or
similar elements. These are named tiling patterns or tessellations. All of the discussed patterns are
based on foldable, developable surfaces. The following collection of origami tessellations is not
meant to be exhaustive, but to offer a view on the most interesting patterns for application in the
fields of engineering and architecture. Some have proven their use in large-scale application,
while other still wait to be used.

All of the patterns are made up of Mountain (M-) and Valley (V-) folds, folds around which the FPE’s
rotate clock- and counterclockwise, relative to the orientation of the surface. For each of the flat-
folded patterns in this chapter, as in Fig 3.1, mountain folds are shown in orange lines and valley
folds in blue dotted lines.

3.1.1 Miura-ori pattern

Fig 3.1 Miura-ori fold pattern

The name Miura-ori is a contraction of the Japanese ori – ‘fold’ – and the name of the inventor of
the pattern, Japanese astrophysicist Miura K. He devised the compactly foldable surface to use it
as a deployable solar sail for a space unit (Fig 3.3). Another big advantage of the mechanism is
the fact that it has only 1 DoF, making it easy to actuate. For these reasons, the Miura-ori pattern
is one of the most widely studied patterns in contemporary engineering.

Fig 3.2 Closed and semi-deployed Fig 3.3 Solar sail application of Miura-ori fold
Miura-ori mechanism (Miura K. and Natori M. 1985)

28
3. Rigid-foldableOrigami

In Fig 3.2, the expanding mechanism is shown. It consists of interconnected quadrilateral plate
elements. The regular pattern is made up of identical parallelograms and unfolds into a
(corrugated) planar geometry. However, variations are possible that disturb the planar pattern
into a singly or doubly curved one. For any variation around a single internal vertex of the
pattern, Tachi T. (2009) quotes the relationship between the fold angles from and Hull T. C.
(2006) as:

and [3.1]

The minus value in the first equation is due to the fact that the fold line of is a mountain fold,
while the other ones are valley folds. The relationship between these two pairs of angles is then
given by:

( )
( ) ( ) [3.2]

In which ξ is the angle between and , in any configuration except for the folded one given
by:

( ) [3.3]

which reaches its maximum when the maximum operating angle is reached. thus equals
only for flat-folded patterns. Using these equations parametric models of connected
(repeating) vertices can be set up.

Fig 3.3 Variation of Miura-ori fold around single internal vertex (adapted from Tachi T. 2009)

Tachi continues his 2009 paper by giving the necessary condition for rigid foldability of any
quadrilateral pattern in function of the lateral ( and ) and longitudinal fold angles (( and
), which in their turn can be defined in terms of the angles from equations [3.2] and [3.3].
Using this method, any rigid-foldable freeform Miura-ori pattern can be created. An example is
given in Fig 3.4.Tachi furthermore developed software, called Freeform Origami, for the easy
manipulation of (amongst others) Miura-ori patterns without affecting their foldability.

29
3. Rigid-foldableOrigami

Fig 3.4 Expanding Miura-ori variation (Tachi T. 2009)

Another operation on Miura-ori patterns is the removal of facets that are unnecessary for
mobility, i.e. the single DoF of the pattern is left unaffected by this operation. Beatini V. and
Korkmaz K. (2013) give the boundary conditions for this operation. An example of their work is
seen in Fig 3.5.

Fig 3.5 Flat Miura-ori variation with removed facets


(Beatini V. and Korkmaz K. 2013)

A final note on the geometrical characteristics of the Miura-ori pattern is the existence of a bar-
shaped counterpart of the basic 4-facets tile in the form of a spherical linkage, as demonstrated
in Fig 3.6 (Abdul-Sater K. et al. 2014). Analogously, any origami pattern can be replaced by an
array of spherical linkages by replacing the foldlines by the rotational axes of compact R-joints.
This method is not only interesting for the analysis of origami mechanisms, but also gives the
possibility to develop more compact, simple, mechanisms based on plate elements.

Fig 3.6 Corresponding bar linkage of single Miura-ori vertex (Abdul-Sater K. et al. 2014)

30
3. Rigid-foldableOrigami

3.1.2 Yoshimura pattern

Fig 3.7 Yoshimura fold pattern

The Yoshimura pattern is made up of triangular facets, and typically folds into a singly curved
corrugated surface, although also doubly-curved surfaces can be reached when the pattern is not
flat-foldable. It has multiple DoF, but can be stabilized fairly well and shows a high rigidity when
done so, which makes it suitable for engineering and architectural purposes.

Fig 3.8 Barrel vault from Yoshimura pattern (De Temmerman N. 2007)

The basic shape of interest that can be developed is the barrel vault, as shown in Fig 3.8
(De Temmerman N.). It results from a regular pattern as in Fig 3.7. For the pattern to be rigid-
foldable, the apex angle of each triangular facet has to lie in between ⁄ and . Furthermore, for
each amount of facets in the curved direction, there exists a certain apex angle for which the
mechanism can be fully folded into its most compact form, i.e. the form in which the semi-facets
touch each other, as in the second diagram in Fig 3.8. De Temmerman gives the clear formula:

( )
[3.4]
( )

In which: : apex angle


η: amount of plate elements in curved direction

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3. Rigid-foldableOrigami

E. g. for the pattern in Fig 3.8, where η = 7, an apex angle of ⁄ gives the compact form.
For a comprehensible design method based on the parameters of height, span, structural height
of barrel vaults based on semi-regular Yoshimura patterns, the doctoral thesis of De
Temmerman N. (2007) is highly recommended.

Irregular tessellations can also be generated easily from the Yoshimura pattern, their only
necessary condition for rigid-foldability being that the sum of 2 adjoining deformation angles
stays constant (Fig 3.9). Following this rule, interesting shapes such as the ones in Fig 3.10 can be
designed.

Fig 3.9 Yoshimura variations retain rigid-foldability when the sum of two adjacent
deformation angles is constant (Tonon O.L. 1993, as adapted by De Temmerman N. 2007)

Fig 3.10 Rigid-foldable Yoshimura variations (Tonon O. L. 1993)

By taking away the semi-facets at the top of the pattern and connecting the remaining full facets
with each other, polar, doubly curved geometries can be made, as in Fig 3.11. Different
combinations of regular singly- and doubly-curved patterns are shown by De Temmerman for a
maximum of 5 facets in the curved direction. It has to be noted that these geometries can only
exist in the erected state shown, i.e. they can’t be form a fully closed loop and at the same time
stay rigid-foldable.

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3. Rigid-foldableOrigami

Fig 3.11 Doubly-curved Yoshimura variation in compacted and fully deployed state

Fig 3.12 Combination of single- and doubly curved mechanism into static structures
(De Temmerman N. 2007)

Another possible geometry that applies the Yoshimura pattern is the fully closed cylinder that
folds upon itself, as investigated by Guest S. D. and Pellegrino S. (1994) (Fig 3.13). Later research
to use these cylinders structurally as inflatables has been done by Barker R. J. P. and Guest S. D.
(2000).These cylindrical mechanisms are also referred to as origami booms in the literature.

33
3. Rigid-foldableOrigami

Fig 3.13 Inflatable booms based on Yoshimura pattern (Guest S. D. and Pellegrino S. 1994)

3.1.3 Waterbomb pattern

Fig 3.14 Waterbomb fold pattern

Another multi-DoF pattern is the waterbomb pattern, being made up triangular facets with
straight-angled apexes. The pattern typically introduces a double curvature in its surface, as seen
in its folded state in Fig 3.14. Its high mobility makes it less suitable for large-scale applications,
but may prove its use in smaller design applications.

Fig 3.15 Folded waterbomb pattern (Tachi T.)

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3. Rigid-foldableOrigami

3.1.4 Resch patterns

Fig 3.16 Resch fold pattern

The Resch patterns were developed by the geometrist and artist Ronald D. Resch during the
1960’s. Many variations on the basic pattern in Fig 3.15 have been proposed both by Resch and
others, but the all share some characteristics: they typically have 2DoF per module, one ‘twisting’
and one folding one. In the patterns two facet layers can be detected. Firstly, there is the front
layer of which the facets barely undergo any out-of-plane rotation, but which rotate around
normal axes through their centroids. Secondly, there is the back layer of which the facets
undergo a complete relative rotation of ⁄ between folded and unfolded state. This way, the
back facets are ‘tucked in’ between the front layers (Tachi T. 2013). The back layer is invariably
made up of triangular facets, while the facets of the front layer can take on different
complementing shapes.

The partially folded pattern is shown in Fig 3.16. In Fig 3.17 Resch and his arts- and architecture
students are shown next to a large-scale test of the same regular triangular Resch-pattern, still
from the documentary Paper and Stick Film.

Fig 3.17 Hexagonal Resch pattern Fig 3.18 Large-scale folded Resch pattern
(Resch R. D. and Armstrong E.)

35
3. Rigid-foldableOrigami

Fig 3.17 Variations on Resch pattern (Piker D. 2009a)

Some regular variations of the Resch pattern are seen in Fig 2.17, respectively with a square,
triangular and hexagonal facets in the top layer. Because of the high mobility, the Resch patterns
are able to be made irregular more easily than - for example - the Miura-ori and the Yoshimura
patterns without affecting the foldability. Tachi T. (2013) makes use of this characteristic to
generate freeform rigid-foldable origami of nearly any shape, as exemplified in Fig 3.18.
Note that the compact foldability and the transformative motion are not of interest here, but the
final static shape is.

Fig 3.18 Random foldable shapes with Resch pattern


(Tachi T. http://www.tsg.ne.jp/TT/)

36
3. Rigid-foldableOrigami

3.2 Flat-foldability

The compactability of many origami mechanisms will often be directly related to their flat-
foldability, their ability to reach the compact folded state in which the plate surfaces are all
parallel to each other. Take a single vertex with a surrounding crease pattern made up of
mountain folds m (orange) and valley folds v (blue). The creases are named , , …, with
. Let the angle between any two creases and be .

Three criteria for their flat-foldability will then be (Bern M. and Hayes B. 1996):

- The sum of alternate angles around the vertex equals π (Kawasaki’s theorem)

- | | (Maekawa’s theorem)

In which: U: number of mountain folds


V: number of valley folds

- if , then and must have be opposite folds (U, V)

Fig 3.19 Flat-foldability around a single vertex

Kawasaki’s theorem alone is however sufficient to predict flat-foldability of a single vertex, as the
other theorems will follow directly out of this. Proof of this, and further explanation of the other
theorems is given in the 1996 article of Bern M. and Hayes B. and the 2002 article by Belcastro S.
and Hull T. (2012). Expanding to a global flat-foldability, i.e. of a multi-vertex plate structure,
Kawasaki’s theorem is a necessary but not sufficient condition. As of now, no algorithm is known
to solve the global problem, since it has been proven to be a problem of NP complexity.

37
3. Rigid-foldableOrigami

3.3 Architectural application

Application of rigid-foldable origami mechanisms in architecture is limited, due the lack of know-
how and tradition in materialization. When the problems of hinges, plate thickness,
waterproofing and compactability are researched on a larger scale, many interesting designs will
become possible. In what follows, some examples from the limited body of work are given,
starting with the large scale theoretical projects and moving towards local design elements.

Some more theoretical origami structures have been proposed by Tachi T. Fig. 3.20 shows a
structure based on the waterbomb pattern. It consequently has multiple DoF, making it
deformable to the user’s needs or follies. The high mobility however also makes it structurally
highly unstable, and a strong connection to the ground plane would be needed here to stabilize
it. Another project by Tachi is the Miura-ori variation used to make a temporary and deployable
connection between two buildings in a museum complex (Fig 3.21).

Fig 3.20 Shape-shifting pavilion from Yoshimura pattern (Schenk M. 2012, project by Tachi T.)

Fig 3.21 Deployable passageway between buildings, from Miura-ori pattern


(Tachi T. http://tsg.ne.jp/TT/)

De Temmerman N. (2007) developed a deployable shelter based on the Yoshimura fold (Fig 3.22).
The plate elements here are substituted by bars lying on the perimeter of the facets, after which
half of the bars are removed in locations where they were doubled. The joints used here are
based directly on the vertices of origami folds. To give structural height to the resulting barrel
vault a fabric screen is added as a tensile layer.

38
3. Rigid-foldableOrigami

Fig 3.22a Corresponding bar structure Fig 3.22b Joint detail


of Miura-ori pattern (De Temmerman N. 2007)

A large-scale project that was really materialized is the retractable roof system developed by the
Venezuelan architect Hernandez C. H. (2013) It was used first in the expo of 1992 in Sevilla and
later in projects such as a pool cover in Venezuela (Fig 3.23a). It is a regular Miura-ori pattern with
trapezoidal facets. Materialization was done in thin metal sheets, and the joints were designed
especially for stabilizing and waterproofing the cover (Fig 3.23b). Note that the roof is not
self-supporting, but carried by light-weight trusses.

Fig 3.23a Deployable roof from Miura-ori pattern Fig 3.23b Joints detail
(Hernandez C. H. 2013)

A mobile bamboo pavilion was proposed by architect Tang M. The first steps in the opening
process are shown in Fig 3.24. The basic pattern is fairly simple, but it needed to be triangulated
in order to be even mobile. The elegance of circular origami-fold mechanisms is that they can be
locked and made static by simply fixing the opposing ends to each other.

39
3. Rigid-foldableOrigami

Fig 3.24 Radial shelter from variable pattern (Schenk M. 2012, project by Ming Tang)

Rigid-foldable origami has been applied successfully to kinematic facades. Most often the
materialization here is less cumbersome, since the active folding angles are not big and designs
taking into account the plate thickness are more easily achieved. A first and simple example
thereof is the shading device designed by Ernst Giselbrecht + Partner (Fig 3.25), where single-fold
and sliding mechanisms can each be actuated separately to ensure a pleasant inside climate. A
second example is the iconic façade designed by Aedas Architects, where 1DoF modules of 6
elements can closely regulate the solar gains (Fig 3.26).

Fig 3.25 Hinged facade (Ernst Giselbrecht + Partner) Fig 3.26 Triangulated foldable façade
(Aedas Architects)

40
3. Rigid-foldableOrigami

On a smaller scale, the acoustic panels designed by RVTR make for a very interesting project: a
simple Resch pattern has been applied where the front layer of bamboo facets function as
reflectors, while the tucked in facets work as absorbers (Fig 3.27a). By increasing and decreasing
the operating angle, different acoustic atmospheres can be created. A central electronic panel
with sensors can adapt the different actuators in real-time. The actuators themselves are simple
P-joints between the facets, three per module (Fig 3.27b)

Fig 3.27a Acoustic panels from Resch pattern Fig 3.27b Actuation system (RVTR)

On a smaller scale yet, the kinematic characteristics of origami can be applied to create more
strong and rigid meta-materials, in particular sandwich panels. Schenk M. and Guest S. D.’s 2010
paper makes for a good introduction on the Miura-ori fold from the perspective of structural
engineering.

Engineers such as Miura K. (1972) introduced the sandwich panel (Fig 3.28) and modern
engineering firms such as Tessellated Group (Fig 3.29) are intending to commercialize their
origami sandwich products. The main advantage that these panels offer is their controlled
deformability which makes them suitable for impact resistance.

Fig 3.28 Miura-ori sandwich panel Fig 3.29 Corrugated sandwich panel
(Miura K. 1972) (Tessellated Group)

41
3. Rigid-foldableOrigami

To conclude, rigid-foldable origami can also be found applied more trivially in design elements
such as the wood fabric created by Elisa Strozyk (Fig 3.30). The wooden facets are glued onto an
underlying textile. It is an interesting concept to apply on a larger scale, where discrete hinges
could be replaced by a continuous surface material connecting rigid facets.

Fig 3.30 Wooden facets on fabric (Elisa Strozyk)

What is interesting about smaller-scale projects is simply the fact that they are materialized, and
during the design process they have likely gone through some difficult iterations that bare the
problems involved in modeling rigid-foldable origami for real-world use. They can serve as
stepping-stones to popularize know-how about its employment. Together with the academic
studies of the origami thickness problem and the structural behavior in static state, they can
form a matrix for new and better designs.

42
4. Jitterbug-Like Linkages

4. Jitterbug-Like Linkages

The first Jitterbug-like linkages were nothing more than theoretical models professed firstly by
Buckminster Fuller. It was in fact a single transformative octahedral model that sparked Fuller’s
interest and that he dubbed the Jitterbug, which was the name of a popular ballroom dance of the
1940’s that the movement of the mechanism reminded him of. A later-made physical model of
this first Jitterbug throughout its transformation is shown in Fig 4.1.

The mechanism in itself is a closed spatial loop that has a single DoF. For Fuller, the discovery of a
mechanism that moved through different polyhedrons was paramount: In the mechanism “the
elementary geometric forms that have stood together since Plato’s time as a set of regular solids
are shown now to be a phase transition in a single process of metamorphosis.“

(Krausse J. and Lichtenstein C. 1999)

Fig 4.1 Transformation of Jitterbug mechanism (http://wvutoday.wvu.edu)

Fullers’ interest in the Jitterbug-like mechanisms was mainly intellectual, but he “wrote extensively
on […] how it could help understand the abstracted sciences of chemistry and physics by allowing
us to see movements that are normally occurring invisibly all around us.”
(Krausse J. and Lichtenstein C. 1999). This would later prove to be true at least for the field of
virology: certain viruses have been discovered using the expansive movement of Jitterbugs to
negotiate their environments (Shim J. et al. 2012). The discovery and further research of Jitterbug-
like mechanisms by Fuller has caused them often to be named Fulleroid-like linkages in the
modern literature by prominent researchers in this field such as Röschel O. (2012).

Because of the specific movements of the rigid elements relative to each other, the joints are a
study of careful design, as will be discussed later in this chapter. This difficulty in synthesizing the
joints led to the early physical models made by Fuller and his collaborators to be “mechanically
very unstable structures, requiring a supporting armature to keep them from collapsing.”
(Schwabe C. 2010) One of the original built models is displayed in Fig 4.2.

43
4. Jitterbug-Like Linkages

Fig 4.2 Model array of jitterbug-like mechanisms


stabilized by cables (http://popularmechanics.com)

4.1 Geometrical possibilities

The basic octahedral Jitterbug is taken here as an example for later generalization of the Jitterbug
movement. The transformation each triangular element of the octahedral mechanism undergoes
is a helical screw movement along an Instantaneous Screw Axis (ISA) that is normal to the plane of
the element and goes through the circumcenter of the triangle. Since for the octahedron there
exists an inscribed sphere that is tangent to the triangular facets at their circumcenters, the ISAs
of all of the facets pass through the center of the inscribed sphere.

Fig 4.3a Closed Jitterbug mechanism with Fig 4.3b Dilation of the base polyhedron
Instantaneous Screw Axes (ISAs) during transformation

44
4. Jitterbug-Like Linkages

The ISAs themselves are fixed in space, and hence the resulting movement of the whole
octahedron is a dilation. This becomes more obvious when the underlying octahedrons are seen
for each configuration of the Jitterbug : since all of the facets retain their original relative angles
and they dilate at the same rate, planes parallel with each element intersect along the edges of a
dilating octahedron, the base polyhedron. Fig 4.3a shows the ISAs of each facet of the octahedron,
and an inscribed circle tangent to some of the facets at the intersection with their ISAs.

Fig 4.3b shows the same geometry going through the Jitterbug transformation, in which the base
octahedron dilates around its center, and in each facet of this base polyhedron the real triangular
facets that define its edges undergo a rotation. The dilation ratio of the base polyhedron is
( ) .

Fig 4.4 Dilation of base polygons Fig 4.5 Maximum deployment


during transformation with base polyhedron

When the maximal configuration is reached, all the vertices of the triangular facets intersect the
edges of the base octahedron in the centers of these edges, as in the hexahedron in Fig 4.5. For
this case, the maximal value for is /3, and so the maximal deformation dilation
is ( ( )) . For the octahedral Jitterbug, the dilation is homogeneous, in other words it is
a homothetic transformation. There exist Jitterbug mechanisms for which the transformation is
not homogeneous, such as the cuboctahedron Jitterbug in Fig 4.6.

Fig 4.6 Dilation of cuboctahedral Jitterbug-like mechanism


(Kiper G. 2010, adapted from Röschel O.)

45
4. Jitterbug-Like Linkages

Kiper G. shows in his 2010 doctoral thesis that a mobile homothetic Jitterbug can be obtained
from any polyhedron of which the homothety centers of adjacent facets are in symmetrical
positions relative to their common edge, i.e. when the ISAs (which intersect the homothety
centers of their respective facets) of neighboring facets also intersect each other.

The movement between two adjoining facets along the Jitterbug transformation is made
physically possible thanks to the joints that link together those facets (Fig 4.7). For the purpose of
visibility they are exaggerated here. Dreher D. reportedly developed the first prototypes of said
joints when working as a student under Fuller (Schwabe C. 2010).

The joints allow each facet to rotate inside its plane, while maintaining the dihedral angle
between the facets. For this reason they are often referred to as Dihedral Angle Preserving (DaP)
joints. In the literature, they are also sometimes referred to as gussets, double rotary joints
(Wohlhart K. 1995), spherical double hinges (Röschel O. 2012) or because of their shape simply as
V-joints (Kiper G. 2010).

These joints obviously have two rotational DoF, and as such it is necessary to link the facets of the
Jitterbug together into a closed loop in order to get a 1DoF system.

Fig 4.7a Dihedral Angle Preserving (DaP) joint Fig 4.7b Joint detail (Verheyen H. 1989)

This means that the normals of two adjacent faces have a constant angle between them, even
though the plane which they define may undergo a rotation during the Jitterbug transformation.
(When their plane on the other hand undergoes a pure translation, this implies that the Jitterbug
transformation is a homothety).

The Jitterbug transformation in this way is applicable to different polyhedron groups, the most
obvious ones belonging to the Platonic- and Archimedean solids. As an example, in Fig 4.8 an
icosidodecahedral geometry is shown transforming to a rhombicosidodecahedral geometry.

46
4. Jitterbug-Like Linkages

Fig 4.8 Dilation of icosidodecahedral Jitterbug-like mechanism (Verheyen H. 1989)

4.1.1 Odd-valent vertices

It is important to note that the helicoidal movement of each facet of a Jitterbug is of a rotation
opposite to that of its adjacent facets. Because of this, it was once presumed impossible to
construct a mobile Jitterbug from a base polyhedron that has an uneven amount of facets
coming together at any of its vertices. This would imply that a single facet has to be able to
undergo both a clockwise- and a counterclockwise rotation. There are however some loopholes –
tricks that allow for a mobile Jitterbugs to be made out of base polyhedrons that have an odd
number of facets intersecting at their vertices. These will be discussed in the following section of
the chapter.

Double facets – dipolygonids

A first and most important technique in making odd-valent vertex Jitterbugs mobile is simply
doubling all of the facets and connecting them in an alternate manner. This doubles the valence
of each of the vertices, thus making any odd-even vertex polyhedron possibly mobile. The facet
doubles are attached to their original facets by means of a single R-joint whose axis is the ISA of
the original facet. Using this method thus implies making a type of spatial Scissor-like elements,
and any loop of four facets (two original ones and their doubles) form a single DoF mechanism. In
other words, there is no need for a closed group of elements to gain the single DoF, and more
stable Jitterbug-like mechanisms are the result.

The idea was first proposed by Clinton J., a former student of Fuller. It was picked up and
researched later in depth by Verheyen H. who named these mechanisms dipolygonids. Some
examples from Verheyen’s 1989 paper are shown in Fig 4.9a-c, showing respectively a cube-,
dodecahedron- and icosahedron dipolygonids, and Fig 4.9d showing the movement of the
icosahedron variation.

47
4. Jitterbug-Like Linkages

Fig 4.9a Hexahedral dipolygonid

Fig 4.9b Dodecahedral dipolygonid

Fig 4.9c Icosahedral dipolygonid Fig 4.9d Dilation of Icosahedral


dipolygonid (Verheyen H. 1989)

48
4. Jitterbug-Like Linkages

Multiple elements per facet

A more efficient way of making odd-valent vertex Jitterbugs mobile is to subdivide the facets of
the base polyhedron in an even amount of smaller subfacets, so that at each vertex there are an
even amount of them. This changes up the geometric transformation of the whole, and will
almost never result in a homothetic transformation. In Fig 4.10 examples of this method for the
tetrahedron and cube are given by Kiper G. (2010) (who adapted the figures to make them more
readable from the work of Wohlhart K. 2001).

Fig 4.10a Multi-facetted icosahedron Fig 4.10b Multi-facetted cube


(Kiper G. 2010)

In his thesis, Kiper G. also applies this technique to gain ring-like structures from dipyramidal
base polyhedrons. An example is given here for a subdivided geometry of an octagonal
dipyramid in Fig 4.11. These shapes have great interest because their facets behave very much
like SLEs, and hence have greatly varying dimensions in their open and closed states.

Fig 5.11 Multi-facetted dipyramid (Kiper G. 2010)

49
4. Jitterbug-Like Linkages

Offset elements

A third and last known technique for obtaining mobile Jitterbugs is using offset elements
between the vertices of connected polyhedron facets. This way, the total amount of elements
around each vertex gets doubled, and a clockwise-counterclockwise movement becomes
possible. An example is given by Kovács F. et al. The model they used in their research for the
behavior of micro-organisms is an expendable dodecahedron with offset elements.

Fig 4.12 Offset elements in dodecahedron (Kovács et al.)

Also in the work of Wohlhart (2001) these offset Jitterbug-like mechanisms are described into
detail. He uses the type mechanism to synthesize both regular and irregular dilating shapes.
Examples are the expanding icosahedron in Fig 4.13 and the cylinder in Fig 4.14.

Fig 4.13 Offset elements Fig 4.14 Offset elements in cylinder (Wohlhart, 2001)
in icosahedral geometry
(Wohlhart, 2001)

50
4. Jitterbug-Like Linkages

4.1.2 Planar variations

When the ISAs of adjacent facets are taken to intersect at ∞, they come to lie in the same plane.
The Jitterbug movement now is degenerated into a two-dimensional one. An example of
hexagonally connected triangles is seen in Fig 4.15.

Fig 4.15 Hexagonal dipolygonid pattern

Edges of these planar mechanisms can be connected to create larger polyhedral mechanisms.
In fact, this is exactly what is being done when a facet is subdivided to obtain even-valent
vertices.

When turning the edges, the movement of the facets on each side needs to be compatible with
its subdivided neighbour. Making each edge congruent is a simple way of achieving this, as in the
pyramidal dipolygonid by Verheyen H. (1989) in Fig 4.16.

Fig 4.16 Pyramidal dipoligonid with facetted faces (Verheyen H. 1989)

51
4. Jitterbug-Like Linkages

4.2 Architectural application

The relative scarceness of designer familiarity with the Jitterbugs and the difficulty in synthesizing
the DaP joints has led them to be underused at bigger-than-human scale in general, and the field
of architecture in particular. Notwithstanding, they show potential for larger-scale structures,
especially in the arts. Some of the few materializations of the Jitterbug mechanism are typically
gadgets and furniture, such as the coffee table fashioned by Verheyen H. in Fig 4.17.

Fig 4.17 Coffee table from cube Jitterbug-like mechanism (Verheyen H. 1989)

Further they have been used in the dancing arts by Tomoko Sato in her ‘Synergetics’ performance
(Schwabe C. and Ishiguro A. 2006), and other performers as seen in Fig 4.18 and Fig 4.19.

4.18 Free body expression with Jitterbug geometry (Schwabe C. and Ishiguro A. 2006)

4.19 Free body expression with Jitterbug geometry (Schwabe C. 2010)

52
4. Jitterbug-Like Linkages

A first attempt to apply the Jitterbug mechanism on large scale was the Heureka project (Fig 4.20)
that was the symbol of the Swiss national research exhibition in Zürich, 1991. It was a mobile
sculpture with the original octahedron Jitterbug geometry and 8m side lengths of the triangular
facets (Michaelis A. R. 1991).

It was through the initial lobbying and design done by Schwabe C. that this sculpture would be
realized. “When it opened, its height doubled and the volume five-folded. After three months in
operation it collapsed into the tetrahedral position, because the steel hinges and the connections
to the triangles made of composite polyester were not well enough engineered.”

(Schwabe C. 2010)

Fig 4.20 (Schwabe C. 2010)

A last example of the use of dipolygonid Jitterbugs in architectural applications is by


Gómez Lizcano D. E. (2013), who used a triangular grid applied to the polygons of an icosahedron
Fig 4.2. The polygons are connected to their sides by means of P-joints. The joint connections
between the facets here are more complex and require special maintenance. Although a
prototype of one facet with sliding sides has been made, the whole project remains unbuilt.

53
4. Jitterbug-Like Linkages

Fig 4.21a Triangular dipolygonid facet Fig 4.21b Icosahedral pavilion from
with sliding edges dipolygonid facets

Fig 4.21c Expandable dipolygonid pavilion in use (Gómez Lizcano D. E. 2013)

Many more possibilities remain undiscovered, not in the least façade application for the opening
and closing of planar variations, and public sculptures for the polyhedral Jitterbugs. Research in
the development of sturdy DaP (Dihedral Angle Preserving) hinges is a definite requirement
before designing these mechanisms on a large-scale can be made possible.

54
5.Overconstrained Linkages

5. Overconstrained Linkages

In this chapter, different 1 DoF spatial mechanisms with a minimum of elements are discussed.
The term overconstrained refers to the fact that they have more DoF than the analytically
determined constraints predict. This will be discussed in more detail in chapter 5, Kinematic
studies. Most of these mechanisms are well-studied in the fields of kinematics, but more recently
have found their way into the field of deployable structures. As of yet, ways of chaining of these
mechanisms together to form compactable wholes are unsatisfactory, but advances have been
made in the last decade.

Firstly three similar groups of mechanisms, namely the Bennett-, Myard-/Goldberg- and Bricard
linkages, are analyzed as single- and multi-loop systems. They are respectively 4R, 5R and 6R
mechanisms. The geometrical conditions for their mobility are given, clarifying their conceptual
connection to one another. “The three groups of linkages are strongly inter-related, so that it is
convenient, if not necessary, to treat them all at once” (Baker E. J. 1979).

Secondly parallel manipulators, a group of mechanisms popular in contemporary literature, are


discussed. The subgroups of Wren platforms and Sarrus linkages are analyzed further because of
their interest in the field of deployable architecture. Especially the second group will show to be
the basis for many known deployables that have been discussed in previous chapters.

5.1 Bennett linkages

Forming a closed loop of four elements, each connected to one other by a total of four R-joints,
there were formally only two known ways to construct a mechanism from the four parts. The first
one was by making the axes of the R-joints intersect at ∞, gaining a planar rhombus mechanism.
The second way was making each of the four R-axes intersect at a common center point, which
results in a spherical mechanism. In the early 1900’s, Bennett introduced a new single DoF
mechanism of four looped elements that doesn’t adhere to the last two classes of 4R
mechanisms: a new spatial mechanism was born. (Bennett G. T. 1903) A Bennett loop is shown in
Fig 5.1.

Fig 5.1 Deployment of Bennett linkage (Gan W. W. Pellegrino S. 2003)

55
5.Overconstrained Linkages

For the 4-bar loop to be mobile, certain geometrical conditions between the revolute joints and
their axes must be satisfied. Here they are quoted from Bennett G. T. (1914) and Chen Y. (2003).

Fig 5.2 Bennett linkage (adapted from Chen Y. 2003)

- Two opposing elements have the same length:

- Two opposing joints have the same twist:

-The relationship between twists and lengths is fixed by:

[5.1]

- By these relationships, the operating angles become mutually dependent parameters,


as they are bound by three equations, and so a single DoF mechanism is the result.

56
5.Overconstrained Linkages

[5.2]

[5.3]

( )
[5.4a]
( )

- In the special case of and , the resulting mechanism will be equilateral


and equation [5.4a] then becomes [5.4b]. Many of the studied Bennett linkages in the
field of deployable structures take on this form for the symmetry and simplicity of
reproducing the bar elements.

[5.4b]

-Furthermore, if and , all the elements are congruent and the motion
becomes discontinuous, since is no longer uniquely defined when .

- In the degenerate case of and , the mechanism becomes a 2D rhombus.

Chen Y. (2003) goes on to prove that a completely flat-folded state of Bennett linkages exists.
Furthermore, she makes both mathematical and physical models of chained Bennett linkages,
resulting in compactable Bennett chains of both planar (Fig 5.3) and cylindrical variations (Fig 5.4),
as shown by You Z. and Chen Y (2011).

Fig 5.3 Flat array of Bennett linkages (Chen Y. 2003)

57
5.Overconstrained Linkages

Fig 5.4 Singly-curved array of Bennett linkages (You Z. and Chen Y. 2011)

Melin N. O. is involved in the same field of study, attempting to materialize a long-span structure
made of foldable Bennett units, as shown in Fig 5.5. These and other studies in the connecting of
Bennett units reveal a difficulty in compacting the mechanism when multi-layer structures are
desired in deployed state. More research on the connecting joints between units appears to be
necessary to make these deployables competitive with existing SLE structures. Their small
structural height further makes them less than ideal for large-scale applications.

g 5.5a Deployment of curved array of overlapping Bennett linkages

Fig 5.5b Diagram of deployed curved array (Melin N. O. 2004)

58
5.Overconstrained Linkages

5.2 Goldberg and Myard linkages

The 5R Goldberg linkage is a single DoF five-bar mechanism that can be generated by joining two
Bennett linkages together through a mutual element, as in Fig 5.6 (Huang Z. et al. 2013).
If the first of the joined Bennett linkages has a pair of elements with length and twist , and
another pair of elements with length and twist , then the second Bennett linkage will have a
pair of links which share the link length and twist , and a last pair with length and twist .
Adding these linkages together will then give a single DoF mechanism with 6 bars, of which the
shared one is redundant. The relationships between the lengths and twists for this mechanism
then become:

[5.5]

Fig 5.6 Synthesis of 5R Goldberg mechanism from 2 Bennett modules


(adapted from Huang Z. et al. 2013)

What was formerly seen as a separately discovered mechanism by Myard in 1931, was actually a
plane-symmetric variation of the 5R Goldberg linkages. “Two Bennett linkages are mirror images
of each other, the mirror being coincident with the plane of symmetry of the resultant linkage”
(Baker E. J. 1979). So for this mechanism the twists and the remaining twist ⁄ .
A schematic Myard linkage is seen in Fig 5.7.

Fig 5.7 5R Myard linkage


(adapted from Chen Y. 2003)

59
5.Overconstrained Linkages

These Myard linkages can be combined into circular arrays in which two bars and one revolute
joint of any linkage is shared with each of its neighbors. The left mechanism shown in Fig 5.8 is
such a combination of two linkages, the system on the right shows a circular array of six linkages.
Since the movements between all the composing linkages are congruent, the resultant system
also has 1DoF.

Fig 5.8 Array central connection of Myard linkages (adapted from Huang H. et al. 2012)

Another way of chaining together Myard linkages is by connecting them on the peripheral points
of the loops. This is done in Fig 5.9: three linkages are connected together to form a 1 DoF
mechanism that forms a planar triangle in its deployed state. Fig 5.9a shows this system for three
connected Myard linkages, while Fig 5.9b shows a combination of both the central and peripheral
connections to make a planar hexagon when deployed.

Fig 5.9a Array from peripheral connection Fig 5.9b Array from both central and peripheral
of Myard linkages connection of Myard linkages (Qi X. et al. 2013)

The multiple-loop systems here are new advances in space engineering (antennae are the mainly
proposed structures), but a good application of them may well lie in deployable architecture. If
singly and doubly curved surfaces are tessellated in a way that allows these mechanism patterns
to overlay them, efficient deployables might be distilled.

60
5.Overconstrained Linkages

5.3 Bricard linkages

Between 1897 and 1927, Bricard R. established 6 new classes of 6R mechanisms that have 1DoF.
The classes are divided according to the orientation of the members throughout the motion, but
share basic geometric relationships. Here, a planar-symmetric variation (Chen Y. et al. 2005) is
discussed, since it shows the most applicability to deployable structures. Link lengths in this
variation are all equal, and twist angles of adjacent joints are supplementary:

and

The relationship between the operating angles is fixed:

and

Fig 5.10 Bricard linkage


(Chen Y. et al. 2005)

When these hybrid Bricard linkages fold flat to triangular shape, they can be chained together
using two common elements with a central joint, as with SLEs. (Fig 5.11). This way, the 1DoF
property is maintained. However, since the connections made into a single-layer mechanism
need alternating orientations to function, it is not so trivial to fashion curved surfaces out of
them.

Fig 5.11 Flat array of Bricard linkages (Chen Y. 2003)

61
5.Overconstrained Linkages

5.4 Parallel manipulators

In kinematics, “a parallel manipulator typically consists of a moving platform that is connected to a


fixed base by several limbs or legs in parallel.” (Li Y. and Xu Q. 2007) An advantage of parallel
manipulators is that geometric errors in one bar are normally compensated for by the others.

5.4.1 Modified Wren platforms

Kiper G. (2010) discusses the known Wren platform mechanism that uses spherical joints to
connect bars to the platforms (Fig 5.12). In the case where the legs are skew relative to each
other, the Dof of the system is 1. If the mechanism moves to a state where the legs are all
parallel, a 2DoF mechanism is the result.

Fig 5.12 Wren platform in its two mobilities (Kiper G. 2010)

To lift the possibility of the mechanism moving into a 2DoF state, Kiper G. (2010) proposed using
the DaP connections of Jitterbug mechanisms to connect the legs and platforms. These modified
Wren platforms indeed have 1DoF, but are difficult to chain together in deployable mechanisms,
since they have multiple DoF when using the platforms as common elements (Fig 5.13a and
Fig 5.13b).

Fig 5.13a Modified Wren Fig 5.13b Array of modified Wren


platform with DaP joints platforms (Kiper G. 2010)

62
5.Overconstrained Linkages

5.4.2 Sarrus linkages

The first overconstrained linkage ever to be studied was the 6R linkage published by Sarrus P. T.
in 1853. It is a 1DoF parallel manipulator mechanism in which the legs consist of revolute pairs,
connected to the bases again by revolute joints. The result is that the connected platforms
undergo a straight line translation, which makes this mechanism interesting for a myriad of
applications.

For the mechanism to work, the minimum amount of leg pairs is 2. In the examples in Fig 5.14,
the legs are perpendicular, but the necessary condition is simply that the axes connecting them
to the base are not parallel.

Fig 5.14a Sarrus linkage Fig 5.14b Diagram of Sarrus linkage (Chen Y. 2003)
(http://es.wikipedia.org)

The Sarrus mechanism is so elegant in its simplicity that it has often unknowingly found its use in
many of the transformable structures known today. A first group of transformables that is
actually a chain of interconnected Sarrus linkages are the SLE deployables: often, they are
described as being interconnected two-dimensional mechanisms. But another point of view
shows that in three dimensions, their single DoF is due to the basic module of the Sarrus linkage
contained in them. Fig 5.16a shows a rectangular, planar SLE grid, made up of Sarrus units as in
Fig 5.15b.

Fig 5.15a Rectangular SLE grid Fig 5.15b Applied Sarrus linkage

63
5.Overconstrained Linkages

The double-faced Jitterbug-like mechanisms (dipolygonids) are another mobile group build out
of Sarrus linkages. This can be seen when the 2DoF DaP joints are seen as kinked physical
elements which are connected by 2 revolute joints. So, another definition of the platforms in
Sarrus linkages is ‘dihedral angle preserving links’. The connected facets in Fig 5.16a are replaced
by bar structures that are contained within them in Fig 5.16b, in order to show the identity of the
two mechanism groups.

Fig 5.16a Dipolygonid connection with DaP joints Fig 5.16b Applied Sarrus linkage

Another place in transformable structures where the Sarrus linkages have found their use is in a
certain type of cupola structures described by Wohlhart K. In his 2007 paper he describes the
need to have a 1DoF building block in order to make 1DoF cupola mechanisms that aren’t closed
loops.

One of his solutions is doubling the links in order to have each of the facets move like Sarrus
linkages (Fig 5.17). This method implies physical interference between the links and hence low
compactability.

Fig 5.17 Application of Sarrus linkages in cupula mechanisms (Wohlhart K. 2007)

64
5.Overconstrained Linkages

In his 1981 doctoral thesis, Calatrava Valls S. studied some overconstrained mechanisms,
amongst which some were based on the Sarrus linkage. Fig 5.18 shows multiple Sarrus units
joined together.

Fig 5.18 Hexagonal array of Sarrus linkages (Calatrava Valls S. 1981)

A last example of Sarrus chains is by Huang H. et al. (2012). In their paper, one of the proposed
mechanisms is a group of perpendicularly connected Sarrus mechanisms. Notice in Fig 5.18 that
the axes connecting the smaller (black) leg pairs are not normal to the surface of their connected
larger (red) bars, since this would give a planar 3DoF mechanism. This slight twist in joints makes
the model a 1DoF Sarrus chain.

Fig 5.18 Alternative rectangular array of Sarrus linkage (Huang H. et al. 2012)

The prevalence of the Sarrus linkages in many of the deployable structures is the proof of its
practical usefulness. Studying them when faced with existing transformables can help better
understand their behavior.

New transformable structures can and will very likely be distilled from the
overconstrained mechanisms mentioned here. The question of how to successfully link
them together into different shapes that allow their movement is one the frontiers of the
design of deployable structures.

65
Part II. Design Tools
6. Kinematic Studies

6. Kinematic Studies

In this chapter fundamental concepts and methods for describing the geometric-kinematic
characteristics of transformable structures are explained, using concise examples and offering
references for further study. It is the understanding of these very basic methods that make it
feasible to design and later analyze the kinematic behavior of more complex mechanisms.

The concepts are generally applicable to any structural system that falls under the category of
rigid links, such as SLEs, rigid-foldable origami, Jitterbug-like mechanisms, etc.

Understanding these underlying concepts, the arbitrariness of the categorization and the
subdivision between these groups also becomes clearer, and crossovers between the different
transformable structure groups become thinkable.

6.1 Determining degrees of freedom

A simple formula, known as Grüblers equation (Grübler, 1917), can be used to define the DoF of a
planar mechanism. The formula stems from a few basic observations: Firstly, that the amount of
independent displacements of any planar link is threefold: one rotation and two mutually
perpendicular translations. Any free planar link thus has a DoF of 3. Restricting these three
displacements makes for a grounded link, reducing its DoF to 0.

Connecting two independent links by means of a joint takes away the independence of their
respective movements by a degree that depends upon the type of joint. The most used of all
joints, a planar R-joint, binds the two translational freedoms of the connecting links, thus
reducing the DoF of the whole by 2.

When a joint connects more than two links, it is said to be of a higher joint order or valence
(Norton R. L. 1991), and accordingly reduces the mobility of the connected links. The order is
equal to the amount of connected links minus one. For example, an R-joint connecting three links
is of order 2, and reduces the mobility of the system by 4. An R-joint connecting four links is of
order 3 and reduces the mobility by 6. Pouring these observations into a formula gives:

[6.1]

In which: M: mobility of the mechanical system


E: number of links, including the grounded link
G: number of grounded links
number of joints of order i
i: order of corresponding joint

67
6. Kinematic Studies

As in the analysis of mechanisms there will always be a chosen frame in which the movement
occurs, normally one single link is held to be grounded, thus simplifying the equation to:

( ) [6.2]

Since joints of 2DoF, such as half joints which possess a translational and rotational freedom, also
exist in planar mechanisms, Kutzbach modified Grübler’s equation to account for these:

( ) [6.3]

In which: : joints with 1DoF and order i


: joints with 2DoF and order i

For the structure in Fig 6.1, equation [6. 1] gives a mobility of 0, the structure thus is static and
there is no movement possible.

Fig 6.1 Static structure

st nd rd
(2 x 1 order, 3 x 2 order, 1 x 3 order)

( ) ( )

68
6. Kinematic Studies

Fig 6.3a 1DoF system with 4 dependent rotations Fig 6.3b Dependent deformations

st nd th
J = 6 (3 x 1 order, 2 x 2 order, 1 x 3 order)

( ) ( )

In Fig 6.3 one of the bars is removed, resulting in equation [6. 2] giving a single DoF: there are 4
joints in which a rotational movement is liberated. However, the rotation around one of the joints
completely determines the rotation around the remaining three, as fixed by .

The figure of the rhombus thus makes the movement of the structure in Fig 6.3b possible, and
since the left square is static due to the triangulating diagonal, the mechanism can be reduced to
its pure form. This rhombus system is one of the simplest (1DoF) mechanisms in existence. It is
also commonly referred to as a planar 4-bar mechanism and is used extensively, for example
forming the basis of the 1DoF scissor-like structures.

Fig 6.3c Planar 4-bar mechanism

69
6. Kinematic Studies

To turn the system in Fig 6.3 into a structure again, it is necessary to add one more bar to make
its mobility M equal 0 (a static system), or a negative integer (a hyperstatic system). However,
adding an extra link in just any place might give the desired result to Grüblers equation; it will not
necessarily make a static structure out of the mechanism. The added bar in Fig 6.4 was not
inserted in the mobile part of the mechanism (the rhombus). This is a trivial exception to
Grüblers equation, since it can be taken as a rule that the DoF need to be spread evenly over the
analyzed mechanism and no superfluous links should be counted.

Fig 6.4 Superfluous links in a mechanism

However, inherent exceptions to Grüblers equations validity do exist, and the mechanical
systems that don’t follow the rules set by the equation are called kinematic paradoxes. One of the
simplest examples of these paradoxes is the triangle bar system with 3 (sliding) P-joints, as
shown in Fig 6.5.

Fig 6.5a Kinematic paradox (3P loop) Fig 6.5b Movement of 3P loop

E=3
st
J = 3 (3 x 1 order)

( )

70
6. Kinematic Studies

Grüblers equation here gives what would be a static system, when it is clearly a mechanism. It is
important to be aware of the limitations that are still found in this (and any non-geometric
method) used to calculate DoF, since it cannot account for dimensional exceptions.

“Objectively speaking, there is a sharp contradiction between the theoretical formula [Grübler]
and practical applications. There is an urgent need to resolve this contradiction in order to
ensure the continuous invention and application promotion of new functional mechanisms.”
(Zhao J. et al. 2014).

Different methods have been proposed for calculating the actual DoF of systems, among which
the most successful are those based on screw theory. Hitherto no consensus has been reached
for adopting any of these methods and equations. This stresses the need for designers to
always test their ideas on both real prototypes and virtual models to get feedback on the
kinematics.

The method used to get to Grüblers equation can be applied to determine the DoF of spatial
structures, adapting the formula to take into account that each joint has a total of 6 independent
possible movements: one translation along each of the 3 independent axes, and one rotation
around each of these axes. Spatially, any 1DoF joint will bind 5 of the formerly independent
displacements of the connected links. The equations [6.2] and [6.3] become:

[6.4]

( ) [6.5]

In which: : number of joints with xDoF and order i

It’s useful to understand that the positive terms in equations [6. 1] to [6. 5] are – more general
than joints – the amount of independent movements that any part of a structure can undergo,
while the negative terms are – more generally than joints – the restricting equations, or
constraints, to these movements.

As an example of the spatial formula, analyzing an open 3-bar mechanism with 2 R-joints with
equation [6. 4] gives 2DoF, each being of course the independent rotations of the bars round the
grounded bar (Fig 6.6).

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6. Kinematic Studies

Fig 6.6 Spatial mechanism

L=3
st
J = 2 (2 x 1 order)

( )

There are also paradoxes to the equation for three-dimensional DoF. Fig 6.7 shows a 1DoF
Bennett mechanism (see chapter 5). Applying equation [6.4] here gives a DoF of -2. Again, the
general equation can’t account for dimensional exceptions such as this one.
As seen in chapter 5, these kinds of systems are referred to as overconstrained mechanisms, as
alternative name for kinematic paradoxes, since the Grüblers equation predicts more constrains
than are actually working on them.

Many times, overconstrained mechanisms can be perceived as made up from sub-mechanisms


with 1DoF each, joined together in a compatible way as to still produce a 1DoF system together.
The Bennett mechanism in this case can be dissected into two 2-bar mechanisms with 1DoF each
(Fig 6.). Points (A,B) and (A’,B’) have the same trajectories: trajectory curves c and c’ are identical
but displaced. When joining A with A’ and B with B’, the axes going through them can be chosen
as to always make c and c’ coincide, resulting in a 1DoF mechanism.

These complimentary sub-mechanisms that share the same trajectory curves were dubbed
cognate links by Hartenberg R. S. and Denavit J. (1959).

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6. Kinematic Studies

Fig 6.7a sub-mechanisms forming Bennett linkage Fig 6.7b Bennett


linkage

E=4
st
J = 4 (4 x 1 order)

( )

Overconstrained mechanisms give a kinematic advantage over regular mechanisms in the


sense that their mobility is only given within specific geometric bounds. This means that
unexpected degrees of freedom due to slight material deformations are less common in
them, making them more reliable particularly for 1DoF mechanisms. This is also the reason
why the most successful deployable structures are based on overconstrained mechanisms, giving
them more controllability on the kinematic level.

There is a flipside to this however, since for certain groups of overconstrained linkages, such as
the Myard 5-bar mechanism, small production imperfections may cause the geometric conditions
for mobility to not be met. This would cause the mechanisms to become practically static or
unable to be assembled (Huang H. et al.). For this reason, additional joint clearance can be added
to the mechanisms, for example giving additional rotational freedoms perpendicular to existing
R-joints.

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6. Kinematic Studies

6.2 Trajectories and envelopes

The continuous sequence of movements of a structure – its trajectory or displacement path – can
be displayed in different ways. A common way of doing so is by plotting out the complete range
of motion of its members. A two- or three- dimensional surface, called the envelope, is marked by
the linear trajectory described by the vertices. This envelope can then be used to predict the total
space the structure takes in throughout its transformation process. Choosing the origin of the
coordinate center is of importance for the eventual perception and vector equations of the
trajectory (Fig 6.8).

By choosing the origin on the vertex O results in the envelope being a regular ellipse, while the
trajectory for the origin on the vertex O’ will give a lopsided ellipse. In Fig 6.9, the spatial
trajectories of a Sarrus-based mechanism are shown for the origin on the side vertices of each of
the 4 modules.

Fig 6.8 Trajectories for: origin in O origin in O’

Fig 6.9 Trajectory for Sarrus-based mechanism (Calatrava Valls S. 1981)

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6. Kinematic Studies

6.3 Generalized trajectory of 4-bar deployable structures

Many of the known deployable structures based on overconstrained mechanisms (Bennett-,


Myard-, Sarrus- and thus all SLEs) have comparable trajectories: when looking at each of the
moving bar elements in these deployables, it can be observed that during the transformation the
bars coincide with the changing rulings of a hyperbolic paraboloid. Furthermore, for 4-bar
deployables, the bars will together form an inscribed hyperbolic paraboloid. For 1DoF
deployables, the inscribed hypar surface will vary its shape by one variable parameter. Fig 6.10
shows this surface for a rectangular SLE module.

Fig 6.10 Inscribed hypar surface of deployables

The perpendicular sets of rulings of this hypar surface are given by fixing either x or y in the
formula:

[6.6]

Depending on the damping coefficient c, a hypar surface will change shape between its two
degenerate cases of a plane ( ) and a line ( ), all rulings are parallel. This indeed
makes the hyperbolic paraboloid appear like the perfect base shape for deployables,
which require high compactability. This shape can then be combined in different ways to form
different modular arrays.

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6. Kinematic Studies

As stated, the trajectories of each of the bars are also hypar surfaces. For an operating angle
between each bar and the xy-plane, the bars move along the different rulings of a set. Fig 6.11a
shows the trajectory of one bar relative to the center, the bar itself is drawn perpendicular to the
x-axis. Fig 6.11b shows the combination of the 4 bars in planar state, i.e. for The equations
of these rulings as the bars rotate and move towards or away from the center of a rectangular
hypar surface in point { 0 ; 0 ; 0 } are given as in [6.7] as parametric vectors.

Fig 6.11a Trajectory of single bar Fig 6.11b Trajectory of all 4 bars in deployable
in 4-bar deployable

: [6.7]

[ ] [ ]

[ ] [ ]

In which: : operating angle ⁄


: (joint to joint) bar length

As the opening angle moves through the interval [0 , ⁄ ], the hypar surface formed by all bars
shifts from open (planar) to closed position. The intersection points of the rulings (A, B, C, D) are
the joint nodes of the deployable and are given by:

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6. Kinematic Studies

A: : C: : [6.8]

[ ] [ ]

B: : D: :

[ ] [ ]

As a check-up, these coordinates show that points A and B are indeed the symmetric images of
points C and D respectively.

Note that these equations don’t account for physical joint size, since the bars would have to meet
in a single point. Simple joint offsets can be inserted in the equations. Since the end points of the
bars no longer intersect after the offset, all points A, B, C, D are split into two, each point of the
pairs being the end point of one of the connected bars (see Fig 6.12). For joints as in Fig 6.12
these offsets give:

: : [6.9]

[ ] [ ]

: :

[ ] [ ]

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6. Kinematic Studies

: :

[ ] [ ]

: :

[ ] [ ]

In which: p: joint offset from center in tangent direction


q: joint offset from center in perpendicular direction

Fig 6.12 shows diagrammatic top views of the 4-bar deployable, Fig 6.12a for a joint offset p in the
tangent direction of the bars, Fig 6.12b for a perpendicular offset.

Fig 6.12a Tangent joint offsets Fig 6.12b Perpendicular joint offsets

In physical joints p and q can’t both be zero. Mostly, there will be opted for giving the joint a
material thickness in either of the two directions: tangential while keeping the perpendicular
offset 0, or vice versa. However, an offset in both directions is also possible with this method.
More information on joint offsets is given in the ‘cantilever and straddle joint mounts’ section
under the joint design section in chapter 7.

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6. Kinematic Studies

Fig 6.13 Projected joint nodes Fig 6.14 In-plane deformation of deployable 4-bar

For non-rectangular deployables, the projections of the original intersection points A, B, C, D on


the xy-plane - A’, B’, C’, D’ respectively - will move along the and bisectors as the
in-plane deformation angle changes. The translated points along these bisectors, , , ,
, can then be given in function of , in relationship to the projections of the original
intersection points in the rectangular configuration, for which ⁄ .

For the projected points A’ and C’ the magnitude of the translation vectors is , for point B’ and D’
the length of the translation vectors is :


( ) [6.10]


( )

In which: : projected bar length in xy-plane, , ⁄

Taking the parameter as variable, the maximum compactability of a deployable will be reached
when its corresponding hypar surface has its maximum area surface in planar state. This is
achieved when the cross product | | , in other words when or ⁄ . In a
strict sense, the most efficient 4-bar closed loop deployables that can be made are rectangular.
That is of course, neglecting the structural problems brought on by the lack of in-plane stability of
rectangular grids.

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6. Kinematic Studies

Since the translations due to a changed deformation angle only affect the original intersection
points A,B,C,D in the xy-plane, they can be applied easily to them as they were for their xy-
projections. The new intersection points, , , and , are then calculated. The difference in
signs before the addends is to compensate for the direction of the translational vectors m and n
in reference to the x- and y-axes.


√ ⁄ √ ⁄ ( )
√ ⁄ [ ] √ ⁄ (

) [6.11]
[ ] [ ] [ ]

and likewise:


√ ⁄ ( )
√ ⁄ (

)
[ ] [ ]


√ ⁄ ( )
√ ⁄ (

)
[ ] [ ]


√ ⁄ ( )
√ ⁄ (

)
[ ] [ ]

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6. Kinematic Studies

Here, the new point coordinates are written in function of and . The joint offset parameters
are used and the trigonometric formulae are substituted by applying the half-angle formulae.
Expanding these vector representations gives:

(√ )

(√ ) ⇒ [6.12]

[ ]

[ ]

and likewise:

[ ]
Fig 6.15a Joint A

[ ]

[ ]
Fig 6.15b Joint B

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6. Kinematic Studies

[ ]

[ ]
Fig 6.15c Joint C

[ ]

[ ]
Fig 6.15d Joint D

The new bars between and , between and , between and


and between and will each have changed lengths from the original bar length | |
by an amount of , owing to the joint offset in their tangent direction. The center points of the
joints are found when both p and q assume a value of 0. [6.13] gives the final vector equations of
the bars.

Using expressions [6.12] and [6.13], the trajectories of closed-loop deployables can be described
for variables (deformation angle) and and (joint offsets). Notice that the deformation angle
should stay fixed to give a singular trajectory, in other words a 1DoF mechanism. The kinematic
design of some deployables may come down to controlling this parameter for all of its closed
loops.

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6. Kinematic Studies

√ * (√ √ )+

= √ * (√ √ )+

[ ]
[6.13]

√ * (√ √ )+

= √ * (√ √ )+

[ ]

√ * (√ √ )+

= √ * (√ √ )+

[ ]

√ * (√ √ )+

= √ * (√ √ )+

[ ]

In which: : operating angle ⁄


: deformation angle
: distance between adjacent joint center
actual bar length = -2p
: joint offset from center in tangent direction
: joint offset from center in perpendicular direction

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6. Kinematic Studies

6.4 Auxetic Geometries

An interesting geometric way of looking at transformable structures, is by defining them as a


collection of auxetic structures, a term that is normally reserved for material analysis on the
atomic scale. The term ‘auxetic’ signifies a negative Poisson ratio. In other words: when an auxetic
material is enlarged in one direction, it increases its size in all perpendicular directions. Likewise,
when compressed, it decreases in all directions (Álvarez Elipe M. D.; Anaya Díaz J. 2012, 2013).
The atomic and mathematical models used for auxetic structures coincide with many of the
hitherto developed 1DoF architectural structures. By being aware of the overlap between the
distinct disciplines on micro scale (material science and nanotechnology) and macro scale
(architecture), independently discovered models could be exchanged, leading to new kinematic
structures that are sized to human dimensions.

Fig 6.16a Auxetic square re-entrant pattern Fig 6.16b Rigid-foldable waterbomb pattern
(Tachi T. http://www.tsg.ne.jp/TT)

Fig 6.17a Auxetic triangular arrowhead pattern Fig 6.17b Spatial grid of pyramidal module
(http://www.strutpatent.com/)

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6. Kinematic Studies

Both Fig 6.16a and Fig 6.17a have a framework of bars that rely on the same basic principle: the
shifted repetition of a geometric figure is made foldable by inserting R-joints at the centers of the
common bars. In the waterbomb pattern in Fig 6.18b the bars are replaced by the fold lines of
the origami pattern, making the surfaces shift outside of their plane to allow for the rotation. In
6.19b the triangular pattern is extrapolated in 3D, devising a foldable spatial truss with load-
bearing qualities.

Fig 6.18a Auxetic rotational square pattern Fig 6.18b Square Resch pattern
(Tachi T. http://www.tsg.ne.jp/TT)

Fig 6.19a Auxetic rotational triangular pattern Fig 6.19b Dipolygon pyramid
(Verheyen H. 1989)

The main merit of the auxetic models is that they simplify the sometimes complex
kinematic structures into their most basic form. Oftentimes these auxetic patterns can be
found when the transformables’ geometry is projected unto one of its symmetry planes.

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7. Materilization Challenges

7. Materialization Challenges

With the geometry of the transformable structure chosen, the materialization is the part of the
design process where many problems may arise. Conceptual lines are now translated into bars,
surfaces into panels and joints go from being simple meeting points of axes to complicated
design exercises. As such, the main reason why transformables aren’t more widely applied in
architecture is the lack of know-how about translating geometric models into real structures:
different parameters are at play than for designing static buildings and few people in the
conservative construction sector appear to possess the experience to work with them.
Furthermore, there is no industrial standardization as of yet in fields such as scissor structures
and rigid-foldable origami, which have nonetheless been studied academically.

If transformable structures are to be made more accessible to the mainstream,


standardized and even catalogued joints designed for each category will be important.

Concerning the choice of materials, transformable and deployable structures often rely on
lightness, both for ease of transportation and to be able to manipulate the mechanisms with as
little energy as necessary. Materials that can boast a relatively high structural resistance versus a
low volumetric weight are especially suited. In this category one will find diverse materials such
as aluminum, wood and its derivatives, cardboard, composite sandwich panels, textiles, etc.
depending on the proposes design.

For larger scale structures which have a longer life-span and less transformation cycles, the
lightness of course becomes increasingly less important, and sometimes even steel elements are
used in these cases.

Other important parameters to consider are the ease of reproduction and the modularity of the
elements: can they be constructed readily from industrially available parts, or even more easily
from (recycled) by-products?

In this chapter the design parameters and difficulties in materialization are addressed, in
particular the design of joints, actuators and blocking mechanisms. A small part is dedicated to
the different tactics available for solving the problem of thickness in rigid-foldable origami.

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7. Materilization Challenges

7.1 Joint design

As mentioned, the joint is where the design of a transformable structure can be rated to its
quality. To start with, different joint types might be able to give comparable mechanical results,
implying a first choice here. Afterwards, the many parameters of mechanical resistance,
maintenance, production, ease of montage, waterproofing, etc. come into play. This part of the
chapter offers some information about each of these.

Joint types

When one can choose between different types of joints, there are some practical considerations
concerning friction and maintenance. The prevalent and simple revolute pin joints are in a clear
advantage: they are easy to design and require little to no maintenance. They owe this last
characteristic to the fact that they can keep a lubricant film trapped in the cavity between pin and
whole by capillary working. This separation of the parts is called hydrodynamic lubrication (Fig 7.1).
If necessary a seal can easily be provided around them to keep the lubricant surplus in and dirt
parts out. Radial holes can allow replacement lubricant to be placed without disassembly
(Norton R. L. 1991).

Fig 7.1 Capillary influence on lubricant


film in R-joints (Norton R. L. 1991)

When choosing revolute joints in a design that is projected to have a long life span or
considerably forces acting on the joints, the use of bearings can be provident. Different kinds of
bearings offer different advantages. Ball bearings (Fig 7.2) are actually higher pair joints,
connecting the pin only through point contact. They are easily lubricated, require little
maintenance, but cannot withstand much load and are not impact-resistant.

Cylindrical (needle) bearings (Fig 7.3) are generally more expensive and require more
maintenance, but they can carry both radial and moderate axial loads while allowing for an
almost frictionless gyration, making them ideally suited for highly stressed joints. When
circumstances are not so demanding, the revolute joints can be fabricated with simply drilled
holes and bolts, preferable free of screw-thread at the contact surface.

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7. Materilization Challenges

Fig 7.2 Ball bearings Fig 7.3 Cylindrical (needle) bearings


(http://www.nskeurope.com)

The sliding or prismatic joints have some notable disadvantages: they generally give much more
friction, are less forgiving in their imperfections and need more maintenance: the lubrication is
not geometrically fixed in place and needs to be resupplied by manual regreasing or running the
joint in an oil bath (Norton R. L. 1991). The rails they use to slide on need to be rigid and clean,
but open rails tend to accumulate dirt particles, building up the friction up to points that it can
grind the mechanism. The same applies to half-joints, where the sliding and rotational
movements are combined. Sliding ball bearings exist for both prismatic and cylindrical joints, but
require a near perfect surface to run on (Fig 7.4 and Fig 7.5). Simple wheel-rail systems are often
more pragmatic and able to take on higher loads, with more friction (Fig 7.6).

Fig 7.4 Sliding P-joints on rails Fig.5 Cylindrical joint ball bearings
(http://sdpsi.com) (http:/.nskeurope.com)

Fig 7.6 Variations of sliding P-joints (De Marco Werner C. 2013)

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7. Materilization Challenges

Cantilever and straddle mounted joints

Fig 7.7 Cantilever and straddle


mounted joints (Norton R. L. 1991)

Joint elements can be supported one- or two-sidedly, denominated cantilever and straddle
mounted respectively (Fig 7.7). The straddle mounting can avoid (excessive) bending moment
being taken up by the link by keeping the forces on the same plane (Norton L. R. 1991). The
double section of a straddle mount moreover means that both sides can take up shear force.
Since this makes the cantilever joint inherently weaker, it seems obvious to discard it. It can boast
its own advantages however: a more easy materialization and, especially for high valence joints,
higher compactness.

In deployable structures, the net sum of space saved by using cantilever joints can be
considerable for categories such as the SLEs where there are many R-joints. The axonometric
drawings and top plans of cantilever (left) and straddle mounted (right) joints are shown in
Fig 7.8. The joints are hatched grey in the top view. In both cases the joint offsets are the same
distance, but the cantilever offers a much higher compactness (it is not yet in its most compact
state in the top view). When using cantilevered joints like this, the torsion in the joints themselves
needs to be taken into account.

Fig 7.8 Comparison of compactness between cantilever and straddle mounted joints

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7. Materilization Challenges

Ease of production

Naturally, a reliable production process and the use of existing industrial parts is a main
parameter to consider when designing the joints. For the examples in Fig 7.8, the cross-shaped
joints on the right would have to be especially developed for a multi-step production process,
while the square joints on the left could be made easily by slicing a metal profile of standardized
cross-section.

It is always interesting to check if any of the commercially available joints from sectors outside of
construction might offer a valid alternative. E.g. Friction hinges or constant torque hinges are
industrialized revolute joints that apply a fixed amount of torque between two adjoining
elements, being able to (slightly) fix the parts in any position and thus making them especially
suited for transformables that have a wide range of desirable in-between positions.

When choosing aluminum as a material to work with, a complex two-dimensional drawing can
easily be extruded. This could serve to design versatile joints that fit in multiple connection
positions, joints that allow for the attachment of secondary systems such as cables or textiles,
allow for locally adding more links that form part of an actuator or blocking mechanism, or give
waterproofing to the connection.

Because of local stress concentrations and their size determining the overall compactness of the
system, it’s often decided to fabricate the joints in a stronger material, e.g. steel joints used in
aluminum systems or wooden block joints in cardboard structures.

Ease of montage and replacement

A quick and easy joint design will improve the efficiency in the montage of the whole structure.
Any standardized joint should be either symmetric or should denote differences in angles very
clearly. If (shoulder) bolts are used as revolute pin connections, they should be readily insertable
without overlapping (a common problem in compact revolute joints of higher valence).
Elements should be easily removable to change their orientation in the case of montage errors.

Depending on the projected life-span of the structure, the ease of replacement needs to be taken
into account. The material in the joints will typically suffer the most from extended normal
(non failure-related) use. This holds true especially in larger-scale projects where there is a
multitude of the same recurring joints, projects which are expected to last through many
transformation cycles. In systems like these, the joints where the local friction and other residual
stresses are higher will fail first and need replacement for the system to live out its time.

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7. Materilization Challenges

Waterproofing and sealants

Waterproofing is oftentimes a bothersome issue in transformable structures, since there needs


to be a continuous surface circumscribing an interior that might become entangled during the
deployment process. Special care should go to the connection to any textile with the joints.

An example of good detailing is the swimming pool designed by Escrig F. and Sánchez J. (Fig 2.34).
Here, the textile is connected to the interior of an SLE structure, protecting the metal bars and
joints from the erosive chlorine gasses.

On another note, hydro-induced deformations may occur in the elements and joints themselves
if they aren’t waterproofed. The summation of these deformations may cause the mechanism to
change its geometry to a point where it becomes unmovable. This goes especially for wood-
based elements.

The case of sealants is also a complicated one, since they need enough flexibility to not
compromise the movement during deployment, but enough rigidity as to ensure sealing and
even help the locking of parts (De Marco Werner C. 2013). Preformed joint sealants in the form of
strips, layers or prisms are commonly available in rubber, plastics and foams and the specific
characteristics such as mechanical resistance should be considered when choosing them.

Also, thin-layered coverings that can deform elastically are available commercially. Unlike sealant
strips, they are continuously connected to both of the linked pieces, making them highly
compactable, but sealed during all stages of transformation (Fig 7.9).

Fig 7.9 Different sealant techniques


(De Marco Werner C. 2013)

In some cases, sealants can be used efficiently as material joints. An example could be the use of
flexible neoprene or rubber in the fold lines of rigid-origami structures, ensuring mobility and
weatherproofing. Such a strategy could potentially solve the vertex difficulties that are typical in
materializing rigid-foldable origami.

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7. Materilization Challenges

Joint examples

Some example joints that try to incorporate different parameters are discussed below. While the
first one is generally applicable for structures of the same category, the others are developed as
highly individual for their projects and therefore are quite complex.

The light-weight and waterproofing of the aluminum R-joints in Fig 7.10, typically used for doors
in industrial spaces, make them very suitable and a tested solution in foldable architecture. The
added top profile gives the joint a higher mechanical strength and could be used for water-
proofing origami projects. The global compactness in some larger fold patterns might be
compromised.

Fig 7.10 Rigid-foldable origami joint


(http://www.abhmfg.com)

An attempt to link multiple Bennett linkages was undertaken by Piker D. (2009b) , who designed
joints in which the connecting joints each have additional interdependent rotational DoF to allow
for the compatible movement of paired Bennett modules. The author acknowledged that
unwanted DoF still exist in the joint.

Fig 7.11a Tent design from array of Bennett linkages Fig 7.11b Joint detail (Piker D. 2009b)

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7. Materilization Challenges

Fig 7.12 shows an S-joint with the possibility of reaching a very high DOF is currently being
developed by Yokosuka Y. and Matsuzawa T. (2013) with the particular aim of using it in
transformable architecture. The connected elements are being held together by a system that
exerts a multidirectional push towards a sphere that sits inside the center of the joint – a type of
ball-bearing. All of the elements have 3 completely free, independent rotations. The generic
name of the prototyped connection is the ‘Multilink Spherical Joint’, and allows for larger variable
structures, since there is a lesser accumulation of joint tensions due to physical inaccuracies.

Fig 7.12 Multi-DoF joint (Yokosuka Y. and Matsuzawa T. 2013)

A more conceptual joint is given by De Temmerman N. (2007) (Fig 7.13) as a possible solution to
the geometric incompatibilities in doubly-curved SLE grids. The fins that accept the bars are
joined around a central cylinder, so that they can rotate small amounts around a vertical axis.
Note that the primary function of the hollow cylinder is to conduct a cable that forms part of a
complementary structure system that can co-determine the rigidity by the introduced tension.
This joint tries to tackle different issues all in one design, but it would not be easy to materialize it
without compromising its stress resistance.

Fig 7.13 Joint with additional rotational freedom (De Temmerman N. 2007)

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7. Materilization Challenges

7.2 Thickness in rigid-foldable origami

Before making the leap to rigid-foldable origami applications on a larger scale, a necessary
stepping stone is modeling the plate elements with real thickness. This especially applies to
designs where the compactability is an issue and the maximum fold angle is to be reached. There
exist several strategies for dealing with thick elements, each of which – depending on the specific
design – has its advantages and disadvantages.

Axis shift

Hoberman C. (1988) proposed a method that alternates the axes of rotation on a facet and
introduces a removal of half of the material at the places where the different facet would
intersect (Fig 2.20). A complete folding motion of can be reached this was. The plate elements
here have 2 levels of thickness, but compared to the other proposed methods, it is one of the
easiest to geometries to materialize.

Another important downside is that the application of this technique is limited to regular fold
patterns, i.e. it only works for symmetrical and flat-foldable vertices (Tachi T. 2011).

Fig 7.14 Axis shift in thick origami panels (Tachi T. 2011)

Offset facets

Hoberman C. (1990b) introduced a second strategy for coping with thickness: the introduction of
increasingly bigger offset facets in triangular and trapezoidal shape (Fig 7.15 and Fig 7.16). It is in
particular applicable to high-frequency Miura-ori and the Yoshimura fold patterns, where the
addition of overlapping facets forms a real problem to the foldability.

It is a method very suitable for materials in which foldlines are easily introduced and as such no
separate hinges need to be added. All offset facets in a single row are by definition different,
which forms a problem for easy industrial production.

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7. Materilization Challenges

Fig 7.15 Axis shift in thick origami panels (Hoberman C. 1990b)

Fig 7.16 Expansion of model based on axis shift method for thick origami panels (Hoberman C. 1990b)

Slidable hinges

A third possible method is giving each of the revolute joints and extra translational degree of
freedom, letting them slide accros each other to reach a quasi-foldable solution (Fig 7.17). It was
proposed by Trautz M. and Künstler A. (2009) in order to materialize structures based on the
Miura-ori fold. This method is not generally applicable because of the global behavior, since the
summation of the translations can cause major geometric imperfections. It greatly complicates
the joint design.

Fig 7.17 Slidable hinges for thick origami


panels (Trautz M. Künstler A. 2009)

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7. Materilization Challenges

Tapered Panels

Tachi T. (2011) presented a fourth method: starting with the ideal (zero thickness) origami model,
the facets are thickened by the same amount on both sides. Then, folding the model until quasi-
folded state, the volume of each of the panels is trimmed by the volume of its direct neighboring
panels (Fig 7.18). Truncated pyramid shaped panels are the result. Depending on the thickness, a
better approximation of the completely folded state of the ideal facet model can be achieved.

Since this method is not based on any particular geometry, it is both locally and globally
applicable. The downside however, is that the tapering of the panels is a three-dimensional
process: an easy geometric design is traded for a more difficult panel production process.

Fig 7.18 Tapered edges for thick


origami panels (Tachi T. 2011)

Beveled Panels

A comparable method as the tapered panels has been proposed by Buffart H. C. and Traut M
(2013). Here the volumetric coincident of adjoining plates is trimmed away in closes state, giving
even more complex panels (Fig 7.9). The structural performance of the fine vertices is dubious.

Fig 7.19 Beveled edges for thick origami panels (Buffart H. C. and Traut M. 2013)

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7. Materilization Challenges

7.3 Actuators

For a transformable system, any change of shape requires a change of energy inside its system.
The ways energy is added to the system will depend on the scale and weight of the structure, as
well as the required precision of the intermediate stages. The possible actuators for
transformable systems are commented on below.

Gravity and manpower

The easiest solution to the actuation problem is using the energy sources that are readily
available. For 1DoF mechanisms up to a certain scale, gravity may be a reliable source for at least
the deployment phase. For singly or doubly curved bar mechanisms such as those based on SLEs,
the uppermost point of the geometry should be lifted in its desired position, leaving the
connected elements to unfold under their own self-weight. This process was actually used in the
first experimental works of Emilio Perez Piñero, who proposed using a telescopic truss on the
back of a truck to lift the transported SLE structure into the air, opening under its own weight.
Blocking systems would then be inserted, after which the structure becomes self-supporting and
the supporting truss and truck can be taken away (Fig 7.20).

Fig 7.20 Gravitational actuation

At a smaller scale, gravitational forces might not even be needed to unfold a structure. Many
small deployables, such as the commercially available SLE tents used by market vendors and for
small events, are easy to set up alone or with a few people. (Fig 7.21).

Fig 7.21 Manual actuation (http://rent-a-tent-web.com)

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7. Materilization Challenges

Using actuators in cases as these would be a waste of material and time. In the cases where
manpower can just barely serve to actuate the transformable, mechanical aids such as pulleys,
gear trains and leverages can of course be used to transfer the muscle energy more efficiently.

Considering leverages, the system needs a substructure to ground itself in order for any
momentum to be applied. The biggest leverage should be determined in completely closed
position, where the system is hardest to actuate since there is no momentum.

Cable and pulley systems

Either actuated by human muscle or on a motorized coil, cable systems are among the most
efficient for actuating deployable systems. In almost any transformable geometry there exist
points that come to lie closer to each other when the system changes shape. Fig 7.22 shows this
for a polar SLE structure. The cables between opposing joints are tensioned until the fully open
form is reached.

Fig 7.22 active cable system actuation

Fig 7.17 shows a transformable project done by Laboratoria de Arquitectura, in which a rigid
container is hinged around a floor plate. A counterweight is added and the manual coil is used
together with a pulley in order to slowly lift and lower in between its closed and ( ⁄ ) open state.

Fig 7.23 Cable coil actuation system (http://www.laboratoriodearquitectura.com, photo Pedro Kok)

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7. Materilization Challenges

Cable systems for mechanism control can be given a secondary structural role, forming a
complementary tension network in a deployed structure. Intermediate tensors can be changed in
compact state as to give more or less rigidity to the structure in open state. The lower cables in
Fig 7.22 would serve exactly this purpose. Special joints could be designed which integrate a
guiding track for cables (as the hollow cylinder in Fig 7.13), and at the same time being actuated
locally so that by defining their position on the cable they open or close the deployable.

The dome-shaped SLE structures by Emilio Perez Piñero were not only supported by a structural
cable network on the interior convex side, but also on the outer side, as to offer resistance in the
case of wind load reversing the bending moment of the whole.

Some of the larger art pieces done by Hoberman Associates have been operated by the use of
cable systems wrapped around a motorized axis, giving reliable results for pieces in near
constant motion.

An example can be seen in Fig 7.24 for a hypar surface made up of angulated SLEs.

Fig 7.24 Model suspended from cables for actuation (Hoberman C. portfolio)

Motorization

For heavier structures, motors may be needed to actuate the systems. The rotational energy
gained from the motors can be directly used on an R-joint of a deployable structure, turning one
of the connected joints while keeping another fixed. Another option is to create a type of rocker-
crank subsystem or a cable system that is being operated by the motor. A motor is especially
useful in case of constantly adapting structures, as opposed to deployables which only have 2
states of interest.

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Motor types should be decided on based on their torque-speed curves, determining their speed
sensitivity to load. Most of the time, slight variations on the movement speed in these type of
mechanisms will not be important, but for certain applications, closed-loop servomotors might
be a necessity for smooth movement. For more in-depth information and analysis of motors, the
referenced work of Norton R. L. (1991) is advised.

A notion to consider for motorized, mobile transformables is the availability of energy: will there
always be an energy output at the intended locations? If not, would a generator be a valid energy
provider, or do more efficient ways actuating the system exist? In most cases, motorization is
only a valid design choice if the transformable structure is of considerable scale or fixed in
location as a movable building part.

Hydraulics and pneumatics

Likewise useful for transformable structures that are fixed in location are hydraulic and
pneumatic systems to actuate them. Hydraulic systems need a supporting infrastructure of
pumps, tubes and pressurized containers. They are however efficient in both energy and space
use, since a small hydraulic cylinder can exert a relatively large force, and can serve at the same
time as a blocking mechanism.

Examples of the use of motorized hydraulic cylinders can be found in the transformable building
parts designed by Calatrava Valls S. The synchronous working of all of the cylinders is necessary
for a good functioning, so that a feedback loop has to be inserted in some way.

Fig 7.25a detail of hydraulic jack Fig 7.25b Hydraulic jacks in Hemisférico in operation
(http://calatrava.com)

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7. Materilization Challenges

Another example of the use of hydraulic cylinders is on the roof of the Merck Serono building in
Geneva, designed by Murphy/ Jahn Architects et al. for an international competition. The roof
located above an atrium can open up to 5 meters to allow for natural ventilation to occur.

Fig 7.26a Detail of hydraulic jacks Fig 7.26b Opened roof of Meck Serono building
(http://jahn-us.com)

Pneumatic jacks can be used for smaller scale projects and are more energy-efficient. The initial
energy needed can be inserted manually and they can take up to medium loads, which make
them more suitable for mobile and low-budget projects.

Heat deformation

Used in smaller scale projects, heat deformations in the materials themselves might cause
spectacular effects when the small differences are scaled up by summation or repetition. These
are interesting nearly exclusively for light-weight projects, such as the Smartwindow project by
Doris Sung, in which thermal bimetals are used to curl open or closed along a thermal curve, so
that shading is only applied at moments when solar gains are highest (Fig 7.27). The bimetal
surfaces are made up of continuously connected metal layers with different expansion
coefficients, making them bend out of plane when heated.

Fig 7.27 Smartwindow project actuated by heat deformation (http:// dosu-arch.com)

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7. Materilization Challenges

7.4 Locking systems

After the transformable structure has reached its desired phase, the geometry has to be locked
in place. There are different methods to reach this goal, all of which spring from the basic
concept of introducing a constraining relationship between two mobile links. They are listed here
in order of commonness.

Constraining elements

The most obvious method of materializing the constraining relationships is by turning them
straight into material components, forming fixed triangles with the existing geometry that reduce
the local and global DoF, and in doing so stabilize the structure. For example, the changeable
distance between two mobile bar link could be fixed by introducing a third bar link that has its
end points on the two original links.

Retaking the bar geometry of Fig 7.22, this constraining element would be the central orange bar,
as in Fig 7.28. This central bar prohibits the scissor system to close and to open further. However,
if the mechanism here formed part of a larger polar network, the central bar could be replaced
by a cable with the same effects.

Whenever a deployable structure’s movement is delimited to a certain phase by its own


geometry, using tensile geometries can offer the advantage of simplicity and a locking
mechanism less prone to fail suddenly under unexpected loading due to buckling of constraining
bar elements. Furthermore, tensile constraining elements can be included in a secondary
structural system.

Fig 7.28 Constraining bar element

There are other ways of dealing with unexpected loading (e.g. wind gusts can have a strong effect
on typically light-weight deployables). A tested method for preventing plastic deformation and
sudden failure is using spring-parts as constraining elements. An example from the industry of
small deployables is seen in Fig 7.29, where gable springs are used to stabilize a square-grid SLE
tent structure in a non-maximum position. When loading gets too high, the springs yield and
reduce pressure on the connected bars, avoiding any damage to the structure while also
guaranteeing enough rigidity of the system.

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7. Materilization Challenges

Fig 7.29a Constraining gable springs Fig 7.29b Joint detail


(http://pro-tent.ch)

Another option when using constraining elements is using the same hydraulic or pneumatic
cylinders used for actuation, locking them in place to turn the mechanisms into structures,
making them very efficient parts. An example of this can be seen in one of Calatrava’s mobile
designs, an entrance gate to the Valencian metro where a hinged hydraulic cylinder is fixed to
keep them open or closed (Fig 7.30).

Fig 7.30 Hydraulic jack for opening (http://structurae.net/)

A final important aspect to constraining elements is their frequency or spread: how many and at
what exact locations are they inserted into the mechanism. In 1DoF systems, the constraining
elements will have to resist the forces in all of the parts that would normally cause the system to
transform. Therefore high tensions will tend to form in and around the constraining elements,
prompting the designer to distribute them evenly over the structure. This way, the accumulation
of small local deformations will also be held in check. In designs for space-encompassing
structures, an array of constraining elements can be installed along the connection to the
ground, at the same anchoring the whole.

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7. Materilization Challenges

Toggle position

The term toggle is used in mechanics to describe a stationary configuration of a mechanism, in


which two elements connected by a revolute joint are collinear. For typical 4-bar linkages, the
toggle position will mean that a triangular shape is formed, with one of its side composed of the
two elements (Fig 7.31).

Since the connected elements are collinear, no coplanar force can mobilize the system, making it
pseudo-static. However, force eccentricities can make the system buckle, and therefore the
toggle position should not be used as the only locking system in transformable structures that
are intended for bearing load. It can serve as a place-holder for keeping the structure stable while
other constraining elements are being locked, or for designs where loads are small and coplanar
to the toggled elements.

Norton R.L. (1991) writes:

“In other circumstance the toggle is very useful. It can provide a self-locking feature when a
linkage is moved slightly beyond the toggle position and against a fixed stop. It must be manually
pulled “over center,” out of toggle before the linkage will move. You have encountered many
examples of this application, as in card table or ironing board leg linkages and also pickup truck
or station wagon tailgate linkages.”

So a way of using toggle to its maximum advantage is by introducing constraining elements that
keep the mechanism in its toggle position, as a safe-guard for when eccentricities cause the
mechanism to buckle. This way, lesser stress will be taken up by the constraining elements.

Fig 7.31 Mechanism in toggle position


(Norton R. L. 1991)

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7. Materilization Challenges

Snap-through effect and bi-stable structures

A third method for stabilizing transformables is using an inherent geometric incompatibility, which
happens when a mechanism is impeded in its foreseen motions because they are at odds with
the trajectory of a partnering mechanism. Most incompatibilities are found in complex systems,
in which the trajectories of multiple mechanisms intertwine spatially.

The transformable will undergo additional stresses when it is in phases of geometric


incompatibility. If these stresses occur only at intermediate phases of the deployment or
transformation, it is said that there is a snap-through effect: an additional amount of force is
needed to deform the system and cause it to snap from one phase to the next. This
phenomenon can even be of an added advantage, as Zeigler H. (1976) first used these stresses to
attain a self-locking mechanism: the structure is fixed easily into its deployed state.

Fig 7.32 Deformation of elements in bi-stable structure (De Temmerman N. 2007)

If the elements are in a stress-free state before and after deployment, but go through an
intermediate stage with deployment-induced stresses, they are called bi-stable structures. The SLE
structure in Fig 7.32 is such a bi-stable structure: the marked-red bars are most stressed in an
intermediate phase, locking the structure into a semi-stable state when fully deployed.

To successfully design and calculate the structures for a snap-through analytical and computer
models are needed to make sure the elements deform only elastically, not reaching yield point
and destroying the structure in the process.

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7. Materilization Challenges

Joining kinematically incompatible mechanisms

A last method of locking systems is joining generally incompatible mechanisms together in one
exact phase in which they are compatible with one another. Doing so makes them into a stable
structure in which the stresses due to constrains are not local, but spread globally. An advantage
over bi-stable structures is that with this method no deformations should occur during the
transformation process and hence its simples to calculate and materialize.

Examples of this method can be found in the rigid-origami Yoshimura pattern based structures,
in which a straight and curved mechanisms are joined together in erect state. This is the only
state in which the edges of both mechanisms are coincident, hence connecting them in this way
effectively makes for a stable structure (Fig 7.33). The method is however not exclusively useful
for rigid origami structures, and can find its application in most kind of deployable systems.

Fig 7.33 Joining of kinematically incompatible Yoshimura based origami mechanisms


(De Temmerman N. 2007)

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7. Materilization Challenges

7.5 Design criteria

With the knowledge of the kinematic characteristics and the materialization difficulties applied to
each of the transformable structure categories, a designer can make a well-founded evaluation of
any kinematic design.

Choosing one certain category and detailing method over another is sometimes very straight-
forward, while at other times a lot of iteration is needed. An example: for building a space-
encompassing structure, the design choice of using rigid-foldable plate elements over bar
elements can be justified by their properties of continuity, offering a weatherproof surface and a
self-supporting structure all at once. Then, it must be considered if these advantages weigh up
against the higher compactability of bar systems. Finally, ease of maintenance and durability of
the joints are important themes in repeated deployment. These and many more parameters
come into play when designing and choosing a suitable transformable structure.

To be able to methodologically evaluate any transformable structure design over another,


Hanaor A. and Levy R. (2001) proposed a system with 9 criteria to evaluate the effectiveness and
efficiency of any design. The criteria are geared towards self-supporting deployable structures
(low weight, high compactability and transportability), but they touch on some important aspects
for all kinematic structures. Fig 7.35 shows the criteria in a chart.

Fig 7.34 Evaluation chart for deployable structures (Hanaor A. and Levy R. 2001)

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Part III. Uneven Sarrus Chains
8. Uneven Sarrus Chains

8. Uneven Sarrus Chains

In chapter 5 it has been shown that the Sarrus mechanism forms the basis of many of the
existing deployable structures, and new ways of linking Sarrus mechanisms together have been
described both by Wohlhart K. (2007) and Calatrava Valls S. (1981) - although the latter wrongly
analyzed their kinematic properties.

In this chapter firstly a geometric and kinematic description is given of the basic Sarrus module.
Secondly, different ways of chaining these basic modules into arrays are presented, their
geometric possibilities (both flat and polar) shown and kinematic characteristics discussed. The
geometric analysis of the arrays and their composing modules is then used to create a
parametric design tool. Thirdly, two case studies using different array types are analyzed to their
structural properties.

8.1 Basic module

Fig 8.1 Deployment of uneven Sarrus


module

The degree of freedom of a minimal Sarrus mechanism, in Fig 8.2 formed by bars , , ,
and physical joint elements in and , is given by [6.4]:

( )

Which shows that indeed the Sarrus module is an overconstrained mechanism since it actually
moves with one degree of freedom. This holds true for any deformation angle .

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8. Uneven Sarrus Chains

Fig 8.2 Uneven Sarrus module

As the title implies, the basic Sarrus mechanism examined here is asymmetric. The bars
connected to the top joint are shorter than the bars connected at the bottom joint. The
proportion between the two bar lengths is from here on defined as:

[8.1]

The mechanism will open unevenly, since the uneven rhombus moves between a closed collinear
position and an open position where the shorter bars are coplanar, while the longer bars are
oriented diagonally. The nonlinear relationship between the operating angles and (Fig 8.3) is
given by:

( ⁄ )
= [8.2]

The graphed version of this equation in Fig 8.3 shows the increasing divergence between the two
angles as approaches . On a kinematic level this means that small imperfections may cause
relatively large deviations of in the phase close to complete deployment, where the influence
of is small. Care should be taken in the design process to avoid potential movements, for
example by locking the shorter bars in their deployed position.

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8. Uneven Sarrus Chains

𝜶𝒍 𝒄𝒐𝒔 𝟏 ( 𝒍 )
=
𝜶𝒌 𝒄𝒐𝒔 𝟏 ( 𝒍 )

1,57

1,256

0,942
𝛼k

0,628
λ = 0.9
0,314
λ=1
0
0 0,314 0,628 0,942 1,256 1,57 rad
𝛼𝑙
Fig 8.3 Relation between opening angles

In order to be able to fold closed completely, and thus reach maximum compactness, the sum of
lengths of a shorter and longer bar of a pair needs to be constant throughout a module (and any
connected modules). As shown in [2.1], this is called the compactability equation:

[8.3]

When completely deployed, the coplanarity of the bars makes for a toggle state in the
mechanism. As was discussed in chapter 7, the toggle mechanism can serve as a locking system
aid, as the bars are in a stationary configuration where no in-planar force can cause movement in
the mechanism.

From this toggle position, an inverted configuration (Fig 8.4) can be reached where .
Note that the concave quadrilaterals formed here are equal ( and ). The inverted
configuration can be desirable from the point of view that it offers greater compactness. Joints
will however need to accommodate for bar thickness, resulting in differently designed joints in
and .

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8. Uneven Sarrus Chains

Fig 8.4 Inverted configuration

The lack of control to which configuration the bars will move after toggle position, in combination
with the greater deviation of to close to this deployed position, call for adapted design
solutions for the joint. Fig 8.5 shows an example of this where the joint is extended (here
shortened slightly for visibility) to form a central connection bar to lock the joint into place in
the unfolded position.

Fig 8.5 Extended bottom joint

The uneven Sarrus module forms the building block for different arrays that can eventually serve
to span distances and carry loads. Fig 8.6 shows three different ways of chaining the Sarrus
module together, for each of them the method(s) for introducing a polar angle is shown.

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8. Uneven Sarrus Chains

Scissor array Joint-to-joint array Overlap array

Polar angles are introduced by Polar angles are introduced by Polar angles are introduced
changing the bar proportion . keeping top bar lengths equal by using a joint offset and
and using a joint offset with or
The max structural height is
new bar lengths . using new bar lengths and
thus bound to the polar angle.
derived by ellipse method.

Fig 8.6 Array types and their methods for introducing polar angles

The first array method is the widely used scissor connection, in which the bars are continuous.
The second array – joint-to-joint – has no continuous bars, but introduces an intermediate
module. In the third array the bars of the modules overlap to form intermediate rhombi. In what
follows, the joint-to-joint array and overlap array are shown more extensively, the methods for
introducing a polar angle in each of them are given, and their peculiarities are discussed.

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8. Uneven Sarrus Chains

8.2 Joint-to-joint arrays

As the name implies, joint-to-joint arrays are made by chaining together modules at their joint
nodes so that a repetitive pattern of non-continuous bars is formed. They are one of the
deployable structures that Calatrava Valls S. (1981) mentions in his dissertation. The physical
model in Fig 8.7 and the render in Fig 8.8 both show a flat rectangular array. Note that there are
two joint types: those that are on the inside of the Sarrus modules, and those that are on its
edges, which receive the double amount of bars.

Fig 8.7 Deployment of flat rectangular joint-to-joint array

Fig 8.8 Flat rectangular joint-to-joint array

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8. Uneven Sarrus Chains

Fig 8.9 Deployment of flat hexagonal joint-to-joint array

Fig 8.10 Flat hexa-triangular joint-to-joint array

By changing the angles at which the bars meet each other in the joint nodes, different patterns
such as the hexagonal-triangular one in Fig 8.9 and Fig 8.10 can be formed. The method of joint-
to-joint arrays has an important limitation in that only patterns of polygons with an even amount
of sides can be formed. Triangulation in the xy-plane of the structure will thus need to be added
by other means.

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8. Uneven Sarrus Chains

8.2.1 Polar module with joint offset

Fig 8.11 Polar module with joint offset Fig 8.12 Introduction of polar angle by joint offset

By partitioning the physical joint in into one part at its original location and a second part
offset a vertical distance j upwards, two rhombi with different proportions are formed:
and . The resulting module is still a 1DoF overconstrained mechanism. The
compactability equation [8.3] is now expanded to:

[8.4a]

In which: j: joint offset


is constant for both rhombi types

While the rhombus reaches its fully opened state, the rhombus is partly opened.
I.e. while the bars of the first rhombus are parallel, the bars of the second rhombus are at an
angle , creating an asymmetrical polar Sarrus module suitable to array along singly curved
surfaces. To find a certain j and corresponding to any chosen polar angle , [8.4a] is expressed
in function of :

( ) ( ) [8.4b]

In a right-handed coordinate system with origin in , the coordinates of A, , and become:

[ ] [ ] [ ] [8.5]

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8. Uneven Sarrus Chains

Substituting [8.5] in [8.4b] and expanding within the square roots:

√ ( ⁄ ) √( ) [8.6]

For which has one root:


( )
[8.7]
( ( ⁄ ))

In which: h= √ , the vertical distance between and when deployed

Finally, j and can be expressed for :

( ⁄ )
[8.8]
( ⁄ )

( ⁄ )
[8.9]
( ⁄ )

Fig 8.13 Maximum polar angle for joint offset method

The maximum polar angle that can be achieved for any chosen bar lengths and is
reached when the new bars can unfold to become collinear.

The values for , and are then:

√ ( )
( ) [8.10]

[8.11]

[8.12]

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8. Uneven Sarrus Chains

Mostly, this maximum polar angle has little practical application, since it would mean a relatively
large joint offset, which could easily potentiate a bending moment in the joint that is too big to
compensate for.

Fig 8.14 Joint offset giving equal bar lengths

For reasons of simplicity and easier production, there can be opted for making the length of the
new bars , so that only 2 different bar lengths are used. The corresponding and are
fixed to:

( ) [8.13]

[8.14]

When placed in a joint-to-joint array, the polar module cannot go from toggle position to its
inverted configuration, since the toggle position is not reached for both rhombi and
(except for when is used). This characteristic can be exploited to effectively lock the
mechanism in its open position by tensioning a cable between the central joints and .

By using this method for generating polar modules, the minimal structural height h can be
determined from the values chosen for bar lengths and . Independently, the curvature can be
decided upon: using the polar angle , the joint offset j is calculated relative to the chosen bar
lengths. If the joint offset is perceived as too large, iterations can be made.

Fig 8.15 Polar modules with extended bottom joint

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8. Uneven Sarrus Chains

Taking a repetitive array of a rectangular polar module, cylindrical geometries can be made of
which the curvature can be determined independently of the structural height. An example of a
semi-arch consisting of modules with constant polar angle ⁄ can be seen in Fig 8.16. These
arrays of polar modules are completely flat-foldable since the compactability equation [8.4a] is
fulfilled. This also means that the changing polar angle converges to zero as the mechanism
closes.

Fig 8.16 Semi-arch joint-to-joint array from polar modules with joint offset

A polar module can also be introduced locally in an array of compatible flat and/or polar
modules. An example of this is given in Fig 8.17, where a double-sloped structure is created by
connecting two flat arrays by a linear chain of polar modules with polar angle = ⁄ .

Fig 8.17 Locally introduced polar modules connecting flat rectangular joint-to-joint arrays

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8. Uneven Sarrus Chains

8.2.2 Mobility of joint-to-joint arrays

The overconstrained joint-to-joint arrays typically have 1DoF, but some physical models show an
additional, dependent, DoF that can occur due to material imperfections. Firstly, the inherent
1DoF movement is analyzed, here described for a minimal array of two flat Sarrus modules as in
Fig 8.18.

Fig 8.18 Minimal joint-to-joint array of two flat 4 bar modules

In the regular DoF, the bars’ trajectory lies on the generalized hypar surface as described in
chapter 6. Accordingly, the location of joint nodes can be given for a variable operating
angle between each of the bars and the xy-plane, as the mechanism opens and closes:

A: C: [8.15]

[ ] [ ]

: :

[ ] [ ]

In which: ⁄

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8. Uneven Sarrus Chains

A secondary hypar trajectory is described by the bars, sharing the coordinates of the A and C
nodes. In the same coordinate system, the locations of joint nodes and can then be
derived. The x- and y- values will remain the same, while the z-value compensates takes into
account the uneven bar proportion .

: :

[ ] [ ]

Using [8.2] allows for writing these solely in function of :

: : [8.16]

[ √ ] [ √ ]

It can be checked that indeed for a completely deployed state where thus ,
the z-value is √ ; while for the completely folded state where ⁄ ,
the z-value becomes ( ).

Additional mobility and solutions

Physical models show an additional mobility that is notably more lenient close to the folded state,
and lessens greatly to disappear as the mechanism approaches the deployed state. This shows
that this dependent mobility is not inherent to the geometry but rather originates from small
deformations that allow the two modules ( and ) to rotate slightly around the
diagonal axis passing through nodes A and C. Meanwhile, the same joints in nodes A and C rotate
around the perpendicular diagonals, turning outside of their original plane.

Fig 8.19 shows the same physical model as in Fig 8.7; here the additional mobility is
demonstrated. A small joint clearance allows for a small angular distortion near the opening
phase. Fig 8.20 shows an equivalent fold-line model with the normal mobility of the Sarrus chain
to the right and the additional mobility shown (exaggerated) in the bottom. The additional
mobility will completely disappear in models with absence of joint clearance.

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8. Uneven Sarrus Chains

Fig 8.19 Additional mobility of joint-to-joint array in physical model

Fig 8.20 Additional mobility for minimal joint-to-joint array

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8. Uneven Sarrus Chains

Since the additional mobility appears only during the deployment phase, the effect on the
deployed structure can be made minimal if it is fixed in multiple locations, especially when
extended joint-bars and secondary structural systems are used. However, in some cases the
deployment process will need to be strictly controlled, and measures should be taken to make
sure the mechanism doesn’t deviate too much from its 1DoF trajectory. Some example solutions
are given below.

A first solution method is to locally introduce rhombic elements which have a shared bar
connecting them, i.e. local pantographs. Fig 8.21a shows some possibilities for how to achieve
this in the xz-plane of two chained Sarrus modules. Only two connected rhombi need to be
formed; Fig 8.21b and Fig 8.21c show some examples of implementing this method with fewer
bars. As can be seen in Fig 8.21c, the bars can be scaled - making for a good location to install an
actuation mechanism.

Fig 8.21a Possible locations for introduction of local pantographs to inhibit additional mobility

Fig 8.21b Introduction of local pantograph at top bar layer

Fig 8.21c Introduction of local pantograph at bottom bar layer

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8. Uneven Sarrus Chains

Since the additional mobility makes the opposing joints rotate out of their plane, another method
is simply linking any 2 opposing joints by a 3R-mechanism that does not lie in a plane
perpendicular to the xy-plane. Fig 8.22 shows this method with the 3R-mechanism lying in the xy-
plane itself.

Fig 8.22 Introduction of transversal bars to inhibit additional mobility

In deployed state, the diagonal bars can also serve for the triangulation of a rectangular array.
The disadvantage of this method is that in compacted state, the bars that form part of the 3R-
mechanism won’t be collinear with the original bars, lowering the compactness of the whole.

A last method for removing the additional mobility in joint-to-joint arrays is to locally introduce
overlapping bar elements, also applying these added bars for the xy-triangulation of the
structure. This is demonstrated further in Fig 8.26

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8. Uneven Sarrus Chains

8.3 Overlap arrays

The overlap arrays are made by letting the bar pairs of the Sarrus modules cross with
corresponding bar pairs of other modules. This way, intermediate pantographic rhombi are
formed that fold-closed to a line and deploy to a triangle (due to the uneven bar proportion ).
The overconstrained overlap arrays have 1DoF and don’t display the additional mobility noted in
the joint-to-joint arrays.

Fig 8.23 shows a simple overlap array of 4 flat Sarrus modules that is in the midst of its
deployment. In Fig 8.24 a completely deployed array of the same modules can be seen.

Fig 8.23 Semi-deployed rectangular overlap array

Fig 8.24 Flat rectangular overlap array

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8. Uneven Sarrus Chains

As the hexa-triangular array in Fig 8.25 exemplifies, array patterns of odd joint count can be used,
making for an easier xy-triangulation and giving more options to both planar and curved
geometries.

Fig 8.25 Flat hexa-triangular overlap array

The joint-to-joint array and overlap array can be combined with locally overlapping bar pairs that
both remove the additional mobility and give xy-triangulation to a typically even-numbered joint-
to-joint array. The original bar lengths of the modules in the joint-to-joint array should be used as
to comply with the compactability equation [8.3]. After reaching the toggle position, this method
will also prevent the mechanism from going into its inverse configuration (Fig 8.4). Fig 8.26 shows
how two identical Sarrus modules with 3 equal pairs of legs each are fit together to get an
overlap connection in the diagonal sense.

Fig 8.26 Minimal joint-to-joint array with diagonal overlap bars

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8. Uneven Sarrus Chains

8.3.1 Polar module with ellipse method

Fig 8.27 Points for which the compactability Fig 8.28 Rotation of new top bar length
equation holds, lie on an ellipse around top joint node by polar angle

In the overlap system, a polar angle can also be introduced by using the joint offset method, as
was done for the joint-to-joint system and parametrized by equations [8.4] to [8.14].

However, a simpler method for the overlap array specifically consists of changing a pair of bar
lengths, while keeping their sum constant. For the compactability equation [8.4] to be fulfilled,
the new bar lengths and need to comply with:

[8.17]

Since both the original bars and , as the new bars and share the same end points and
, this relationship can be visualized by plotting an ellipse with its center point on ⁄ and its
two foci on said joint nodes and . Fig 8.27 shows some of the different bar pairs that comply
with [8.17], including the ones giving an inverted configuration. The length of the semi-major axis
of the ellipse then equals ( )⁄ and the lengths of the semi-minor axis √ ( )⁄ .

Making the origin of the coordinate system coincide with the center of the ellipse then gives its
general equation:

+ = [8.18]
( )⁄ ( ) ⁄

To find the values of and corresponding to any chosen polar angle , a point at horizontal
distance from is introduced. Its coordinates as in Fig 8.28 are ( ⁄ ).

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8. Uneven Sarrus Chains

The rotation of this point around with a certain angle will then place it on the ellipse.
Substituting the x- and y- values of this rotated point into the ellipse equation [8.18] gives:

( ( )) ( ( ) ⁄ )
+ = [8.19]
( )⁄ ( ) ⁄

for which:

solving for gives:

( )
= [8.20]
( ( ) ( ))

and from [8.17] and [8.20]:

( )
= [8.21]
( ( ) ( ))

Fig 8.29 Maximum polar angle for ellipse method

The maximum polar angle that can be achieved for any chosen bar values and is
reached when the new bars can unfold to become collinear. The values for , and
are:

( ) [8.22]

[8.23]

Overlapping rectangular modules which have a polar angle in of their directions, cylindrical
geometries can be generated. A physical test model as part of a singly curved overlap array like
this is shown in Fig 8.30. Doubly curved configurations which fold flat such as the lamella dome in
Fig 8.31 can also be made. Their geometric description is outside the scope of this dissertation.

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8. Uneven Sarrus Chains

Fig 8.31 Singly-curved overlap array

Fig 8.31 Lamella dome overlap array

8.3.2 Overlap factor

The modules analyzed above are then chained together by overlapping them by a certain
amount, the overlap factor , and connecting the bars and bars with each other at the center
of the overlap. The overlap factor is taken at zero when there is no overlap and at 1 if the two
modules completely overlap. In a larger flat array, the maximum overlap factor for practical
materialization is 0.5, since larger factors would make for a double overlap between 3 adjacent
modules. In a rectangular grid array, there are two independent overlap factors that can be
chosen.

Fig 8.32 Overlap factor

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8. Uneven Sarrus Chains

8.4 Parametric tool for regular array design

Using the equations established in this chapter for making flat and polar arrays, a software tool
was developed for parametrically designing scalable arrays of both joint-to-joint and overlap
type. The tool was implemented in the Grasshopper plug-in for Rhinoceros 3D, and allows for
parametrizing regular arrays in function of the parameters shown in the screen capture
in Fig 8.33.

Fig 8.33 Parameters Fig 8.34 Array-specific parameters and output

A simple Boolean toggle further allows the choice between said two array types, which each of
them having their output parameters numerically plotted as well, allowing comparison between
the maximum polar angle that can be used, bar lengths for a certain polar angle, and the
bounding dimensions of the arrays (Fig 8.34).

Since the paramatrized arrays are regular, the polar arrays result to cylindrical geometries, being
suited for generating the geometries of barrel vaults, such as the one analyzed in later
mentioned case study 2. The headroom output parameter in Fig 8.34 thus refers to the
maximum interior height of the barrel vaults.

Variations of regular arrays can be made by generating different but compatible regular arrays
and joining them together, for example a repeated polar array and flat arrays of the same basic
module. This technique was used for joining two flat arrays to a central polar array in later
mentioned case study 1.

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8. Uneven Sarrus Chains

A simplified step diagram of the tool is shown in Fig 8.35. In reality the main parameters refer to
almost all steps, and the geometries generated at intermediate steps also create output material.

Fig 8.35 Step diagram of parametric tool

The first step after entering the parameters is generating the Sarrus modules, which happens
separately for each of the array types, since the methods for generating polar modules are
different between them. Mostly, intersecting circles are used here in combination with the
equations for polar modules ([8.4] to [8.14] and [8.17] to [8.23]). This ensures that bar lengths
stay constant during deployment.

The geometry of the basic modules is halved and copied around to form the smallest chain that
is later copied into larger arrays. This intermediate step is mostly use to make certain that the
borders of the arrays stop on continuous lines of bars, not having the edge and corner bar pairs
sticking out. The overlap factors, parametrized separately for the flat and polar direction in the
array, is inserted in this step as well.

The smallest chains are then used to generate flat arrays, which in turn are copied into polar
arrays. Attention has been given here to avoiding doubled geometries of the copied elements.
Finally, the resulting arrays are translated and rotated to stand upon the xy –plane. Numerical
output from the mostly geometrically generated model is then given in data panels.

To return this numerical data for both of the array types in order to compare the two, the input
of the Boolean toggle that chooses between them is actually inserted at the end of the process,
hiding one of both of the arrays in the graphical representation.

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8. Uneven Sarrus Chains

Changing the operating angle , the parametrized mechanism opens and closes in real time.
The other parameters can be changed independently; e.g. for the joint-to-joint array in Fig 8.36
the changing bar proportion is shown, altering the structural height and the expandability. Flat
arrays can be made by choosing a zero polar angle, e.g. for the overlap array in Fig 8.37.

Fig 8.36 Parametric tool applied to create singly-curved joint-to-joint array

Fig 8.37 Parametric tool applied to create flat overlap array

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8. Uneven Sarrus Chains

8.5 Secondary structural systems

When a joint-to-joint or overlap array is locked in its fully deployed state, it can be said that the
bars form a compressive layer, while the bars function as diagonals. In most cases an additional
(tensile) layer may then be necessary to give structural height to the array. Firstly the relationship
between the structural height and the bar proportions is described and, secondly some
secondary structural systems are discussed here.

The relative structural height is defined as the vertical distance between the and nodes in
deployed phase, divided by the bar length:


= = √ [8.24]

Plotting to naturally gives the first quadrant of a circle (Fig 8.38) The graph can simply be
read as the trade-off between the relative structural height and the compactability, since 𝒍 ⁄𝒌
is directly proportional to how far the Sarrus module opens in the perpendicular direction.

Trade-off: Structural height (𝐡𝐫 )


vs
Compactability ( )

0,8

0,6
𝐡𝐫

0,4

0,2

0
0 0,2 0,4 0,6 0,8 1

Fig 8.38 Trade-off between relative structural height and compactability

This trivial relationship makes it easy for designers to decide the proportion , which mostly won’t
go lower than the √ ⁄ mark, since lower values give increasingly smaller returns to .
To visualize this point, the optimization of the sum of relative structural height and the bar
proportion is shown in Fig 8.39. -values between 0.6 and 0.8 give the best trade-off.

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8. Uneven Sarrus Chains

Optimization of (𝐡𝐫 ) with as main parameter


1,5
1,4
1,3
1,2
𝐡𝐫

1,1
1
0 0,1 0,2 0,3 0,4 0,5 0,6 0,7 0,8 0,9 1

Fig 8.39 Trade-off with compactability as primary goal

A first method for adding a secondary structural system to gain structural height is doubling the
bars and connecting this new layer to the bottom joints. Fig 8.40a shows a semi-deployed joint-
to-joint array where the top layer of bars is to be added to the lower joint nodes. Fig 8.40b
shows the same array where the lower layer of bars has been joined, here colored orange for
visibility.

Fig 8.40a Adding of lower bar layer Fig 8.40b Joint-to-joint array with lower
bar layer in semi-deployed state

A way of looking at the new mechanism created by adding the bottom bar layer is as two arrays
of Sarrus modules interlocking upside-down and sharing their bars (diagonals). In Fig 8.41 the
same array as in Fig 8.40 can be seen in its fully deployed state.

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8. Uneven Sarrus Chains

Fig 8.41 Joint-to-joint array with lower bar layer in fully deployed state

Fig 8.42 shows how extended joints (here in blue) can be added to form vertical connecting struts
when the mechanism closes, effectively forming a square-on-square truss grid in this case. They
can also be introduced locally as constraining elements to lock the structure in deployed state.

Fig 8.42 Joint-to-joint array with lower bar layer and extended
bottom joints to form square-on-square grid truss

A downside of this secondary bar system is of course a less compact bundle when the
mechanism is closed. A design decision can then be to implement this secondary bar layer with
the inverted configuration (such as in Fig 8.4) to save space. When adding a secondary bar layer
to a polar array, the curvature will naturally make the bars in the inner curve smaller, but the
same strategy for adding them can be applied.

The advantage of the secondary bar layer method is that changing moments are accounted for,
since both the top and bottom layer can function in compression. When potentially changing
moments aren’t a concern, the introduction of a tensile layer is the lighter and more compact
solution. The tensile layer can exist of either cables or textile, or a combination of both.

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8. Uneven Sarrus Chains

Cables can be added either parallel to the upper layer of bars, or diagonally as to give structural
stability to the xy-plane. This second method is shown in Fig 8.43 for a joint-to-joint array and in
Fig 8.44 for an overlap array, where X-braces are formed.

Fig 8.43 Joint-to-joint array with triangulating cable substructure

Fig 8.44 Overlap array with X-brace cable substructure

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8. Uneven Sarrus Chains

In Fig 8.45 a polar joint-to-joint array model can be seen where a fabric is introduced to take up
tensile forces. This method naturally offers triangulation to a quadrilateral grid, which is an issue
for joint-to-joint arrays.

Fig 8.45 Singly-curves joint-to-joint array with textile substructure

A last secondary structure system mentioned here are added plate elements. They can be placed
in between and over the compression bar layer to add rigidity and lessen deformations to the
rest of the structure, serving also as constraining elements. Since they have to be placed on the
structure after the transformation, they add time to the deployment process.

Although added plate elements give stability in the xy-plane and increase the overall rigidity, no
structural height is reached with them, and a cable or bar layer can be combined with them to
this purpose. In Fig 8.46 a flat joint-to-joint grid is given a tensile layer and plate elements.

Fig 8.46 Joint-to-joint array with added plate elements

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8. Uneven Sarrus Chains

8.6 Case studies

In this section, some designs are used to show some of the real-world applications and
possibilities of the analyzed Sarrus arrays. A short geometric description of the designs is given
and they are structurally analyzed both to global and local stability and section strength, using
SCIA Engineer 14 software. Eurocode standards are used wherever applicable, and the unity
checks are done both for ULS (Ultimate Limit State) and SLS (Serviceability Limit State).

8.6.1 Case study 1: Pedestrian bridge

The first case study is the design for an easily deployable bride to span a small river of 10 meters
wide. It should be possible to quickly recover and compact the bridge during any floods, such as
in the monsoon season. A joint-to-joint array materialized in aluminum is chosen as the primary
structure, stainless steel cables give it structural height, and plywood plates form the walkway.

Fig 8.47 Deployable pedestrian bridge from joint-to-joint array (all dimensions in meters)

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8. Uneven Sarrus Chains

In order for local boats to pass underneath and to introduce less of a bending moment, the
bridge should be arched. However, the maximum inclination at any point of the bridge is chosen
to be ⁄ , so that it is accessible when materialized either with flat non-skid plates or stepped
plates. These conflicting interests are solved by linking together two inclined flat arrays and a
central polar array into one mechanism (Fig 8.48).

Fig 8.48 Joining of two flat arrays to central polar array

As can be seen in Fig 8.49, a central bar is fixed to the lower joint, while the upper joint slides
over it. This bar does not affect the mechanism, but serves both for receiving the handrail and for
triangulation in its lower part. A welded ledge on this central bar should stop the top joint just
before toggle position so that the mechanism folds closed more easily and does not enter the
inverted configuration.

Fig 8.49 Central bar with P-joint serves for triangulation and receiving the handrail

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8. Uneven Sarrus Chains

Fig 8.50 Deployment stages of pedestrian bridge

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8. Uneven Sarrus Chains

The deployment stages are shown in Fig 8.50. The compact package is delivered by either crane
or boat. The deployment can happen using the self-weight of the aluminum bars, and is
controlled by active cables running along the top joints (marked orange in the central drawing).
Later, these light cables can be used to compact the mechanism again. After opening, the last two
rows of joints on either side are pinned to premade foundations, making the structure static.

Lastly, the plywood plates are added from the sides inwards. The plates further rigidize the
structure once it’s in use, helping to remove any residual mobility in the system. This works well
with the joint-to-joint arrays, where an additional mobility was found to appear with larger joint
clearance. In this sense, the combination of joint-to-joint grids and plate elements can also be
suitable for deployable stage designs.

The two different kinds of modules used in the design are shown in Tab 8.1. The relative
structural height does not take into account the small offset that is necessary for attaching the
cables to the bottom joints. The values of the joint offset and the new bar length of the polar
module are calculated using [8.8] and [8.9].

Flat module Polar module


= 900 mm
=
= 1150 mm

= 127.5 mm
= 0.78261

= 1023 mm
= 720 mm

Tab 8.1

Due to the eccentricity that is inherent in the use of a joint offset, a bending moment will be
introduced in the bottom joints of the polar modules. Care is needed when designing these
joints, so that they can offer a great enough resisting moment. In this case, a hollow joint section
is needed to connect the central bars anyway, and its relatively large dimensions are adequate
for resisting said bending moment.

Tab 8.2 shows the material properties used for each of the element types, along with their largest
and smallest dimensions occurring in the design. Short elements and a relatively high bar
proportion , together with the use of a medium-high strength aluminum alloy, allow the use of
small sections.

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8. Uneven Sarrus Chains

Material Elastic modulus Density Dimensions


[Gpa] [kg/m³] [mm]
Bar Aluminum 70 2,720 50x50x3 x 1150
elements EN AW 6082 T5 x 800
60x60x4 x 200
x 100
Cables Stainless steel wire 190 7,850 ⌀8 x 1700
EN 10270-3 x 1250
Plate Plywood EN 636-3 7 550 24 x 1800x900
elements
Tab 8.2

Tab 8.3 shows the different loads used in the calculation with SCIA Engineer software. The
primary structure – excluding the plate elements – has a total weight of 312.6 kg, which makes it
easy for transportation, and quite lightweight at 13.8 kg/m². The stainless steel cables make up
18.4 kg of this total weight, and they could be replaced with ropes if further reduction of weight
were required.

Type Load

Self-weight W Permanent Primary structure: 314.6 kg total


Plywood plates: 20 kg/piece
Distributed load 𝒌 Variable 4kN/m²

Concentrated load 𝒌 Variable 4kN


Local
Wind load in x Variable 1.02kN/m²
direction
(transverse)
Wind load in y Variable 0.501kN/m²
direction
(longitudinal)
Tab 8.3

The variable load of 4kN/m² is an overestimate, since the bridge would be used only for
pedestrians and light vehicles such as bikes and scooters. Snow load is omitted since the bridge
here is proposed in equatorial climates where snow tends not to occur.

Wind loads are calculated referring to EN 1991 1-4, particularly the section about bridge design.
The most important values and coefficients used for wind load calculation are shown in Tab 8.4.

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8. Uneven Sarrus Chains

Basic wind speed 25 m/s Roughness factor 0.758


Mean wind speed 19 m/s Turbulence intensity 0.25
Structure reference height 2.7m Exposure factor 1.59
Air density 1.25 kg/m³ Force coefficient 1.625
Terrain factor (II) 0.19 Force coefficient 0.9
Tab 8.4

The model done in SCIA Engineer describes the physical joints as short (120 and 200mm) hollow
section 60x60x5 profiles, receiving 4 or 8 bars orthogonally with one rotational freedom. The
joints receive the bars head-on, i.e. not on the sides in cantilever, in order to minimize axis
eccentricities. This goes at the cost of compactness, as shown in Fig 7.8.

Fig 8.51 Hinged supports

Hinged supports are modeled under both the bottom and side joints of the last row of flat
modules, as they would be fixed to a base plate after deployment (shown in Fig 8.50).

Four complete ULS load combinations exist, since the longitudinal and transverse wind loads are
mutually exclusive. EN 1990 gives the coefficients for the governing load combinations, which
simplify to:

ULS1: [8.25]
ULS2:
ULS3:
ULS4:

in which: : self-weight
: distributed load
: concentrated load
: transverse wind load
: longitudinal wind load

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8. Uneven Sarrus Chains

max max max


[kN] [kN] [kN]
21.52 7.38 27.58
ULS1 ULS1 ULS1
Tab 8.5

𝒍 bars 𝒌 bars central bars cables

max unity 0.192 0.674 0.278 0.727


check ULS1 ULS1 ULS1 ULS2
max -11.9 -22.39 -7.62 6.57
[kN] ULS2 ULS1 ULS2 ULS2
max 0.0 0.32 0.45 -
[kNm] ULS1 ULS1 ULS2
max 0.0 0.0 0.50 -
[kNm] ULS1 ULS1 ULS2
Tab 8.6

The deciding bar section has a maximum unity check of 0.674, which means that the structure
could be further optimized. However, iterating over the next-in-range sections available
industrially gives a failed unity check (>1), hence it’s decided to use the 50x50x3 mm profile
section. The deformations are checked for the SLS, the governing load combinations and their
coefficients as given by EN 1990 become:

SLS1: [8.26]
SLS1:
SLS3:
SLS4:

max max max


[mm] [mm] [mm]
3.0 3.3 -8.9
SLS1 SLS1 SLS1
Tab 8.7

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8. Uneven Sarrus Chains

The deformations being lower than ⁄ , the structure is more than rigid enough for its
intended use. The rigidity is owed partly to the use of the plate elements and the network of
cables, them being necessary additions to the basic joint-to-joint array.

The largest local deformations are to be found at about ¼ of the length and half the width of the
structure, near the top of the deck, as shown in Fig 8.52. This is where the flat Sarrus modules are
not triangulated since there are no central bars used here to connect the top and bottom joints.

Fig 8.52 Largest deformations occur at unsupported top joints (shown for ULS for clarity)

Lesser rigidity around the top joint (connecting the bars) is inherent in joint-to-joint arrays,
where the angle of top bars becomes more independent near fully deployed state (Fig 8.3). A
possible solution would be to introduce an extended joint (as in Fig 8.4) that adds triangulation
here as well.

The design of this small bridge is meant as a first study of the possibility of using the joint-to-joint
array consisting of both flat and polar modules. The rigidization by the plates that serve as a
walkway and the central bars in the module that give triangulation are important design
elements. Similar bridges of larger scale (and most likely, built in steel) could be based on the
same design strategy.

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8.6.2 Case study 2: Barrel vault

The second case study analyzed here is a barrel vault made from a polar overlap array. A fabric is
used as a secondary tensile system on the inside of the polar array, but is simplified in the
SCIA Engineer model by applying cables in the polar direction and X-braced cables in the edge
bays.

Fig 8.53 Deployable barrel vault from overlap array (all dimensions in meters)

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8. Uneven Sarrus Chains

The analysis done here is a direct reference to the work done by Alegria Mira L. (2010), who
structurally analyzed and optimized the Universal Scissor Unit she designed in the application of
a barrel vault. Since a comparative structural study is interesting, Alegria’s methodology was
largely followed for this case study. The main geometric characteristics were reproduced: the
amount of modules in the array in both polar and flat directions is the same. Due to the repeated
overlaps, the resulting vault is smaller. The folded bundle of the overlap array is relatively
compact because only one-dimensional bar elements are used. As this design focuses more on
compactness and transportability, instead of using steel (S235), the lighter aluminum (EN AW
6082 T5) is chosen for the bar elements.

Fig 8.54 Cantilever joints allowing high compactness

The use of square-sectioned bars was decided upon early, since these offer the most compact
configuration. In combination with a straddle-mounted joint, they form a very space-efficient
system of which the top view can be seen in Fig 8.54.

For this case, said method gives a compact bundle of 4 .9m³ that expands to 142 times its volume
during deployment. The joints are modeled in SCIA Engineer as placeholders with the same offset
as in reality (Fig 8.55) and they are not further analyzed in this case study. The circles in Fig 8.55
are SCIA Engineer’s notation of rotational degrees of freedom, where the bars meet the joint.

Fig 8.55 Modeled joint thickness

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8. Uneven Sarrus Chains

Fig 8.56 Deployment stages of barrel vault

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8. Uneven Sarrus Chains

From the parametric Grasshopper file the deployment of this barrel vault was analyzed, as shown
in Fig 8.56 for an opening angle of ⁄ up to complete deployment.

Active cables as in Fig 7.22 would be used to pull the top and bottom joint of each of the modules
together to prevent force concentrations. No active cables were included in the calculational
model: their effects are beneficial to the rigidity of the locked structure, but were chosen to be
ignored here.

The structure is primarily locked by placing constraining bar elements at the edges of the barrel
vault. These edge rows are also where the X-brace cables are located in the model, and hence
where SCIA engineer predicts the largest risk of member buckling. Thus the additional
constraining elements prevent overdimensioning these edge bars. After the constraining
elements are in place, the structure is locked further by pinned or weighted supports along all of
its bottom joints, which ensures a more even force distribution.

Only one polar module (Tab 8.8) was used in the design, simplifying the production process.
Calculating the polar bar lengths and was done in function of the desired polar angle ,
using equations [8.20] and [8.21] for overlap arrays. The overlap factor is taken constant for
both the flat and polar directions of the vault.

Polar module
= 828 mm =

= 1150 mm
= 862 mm

= 0.720
= 1116 mm

= 798 mm
= 0.3
Tab 8.8

Tab 8.9 shows the material properties used for each of the element types, along with their largest
and smallest dimensions occurring in the barrel vault. As noted, the membrane is simplified in
the SCIA Engineer model to a set of steel cables in the polar direction. The elastic properties of
the cables are used, but the weight of the fabric is used in calculating the total self-weight.

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8. Uneven Sarrus Chains

Material Elastic modulus Density Dimensions


[Gpa] [mm]

Bar Aluminum 70 2,720 60x60x4 x 1150


elements EN AW 6082 T5 kg/m³ x 828

Fabric PVC coated Polyester 1.2 0.8 1050 - 1159


kg/m² (between supports)
Cables Stainless steel wire 190 7,850 ⌀8 x 1050
EN 10270-3 kg/m³ x 1159
Tab 8.9

In Tab 8.10 the different loads used in the calculational model are shown. The total structure,
including the joints and the membrane, has a weight of 3256.4 kg, making it quite lightweight at
23.5 kg/m². Combined with the compactness – the total package fits with the 2 x 2 x 1.3 m
container – the deployable barrel vault is suited for transportation and quick deployment.

Type Load

Self-weight W Permanent Primary structure: 3100.5 kg total


Membrane: 155.9 kg total
Wind load in x Variable max 0.536 kN/m²
direction
(transverse)
Wind load in y Variable max 0.305 kN/m²
direction
(longitudinal)
Snow load s Variable 1 kN/m²
Tab 8.10

Wind loads are here again calculated referring to EN 1991 1-4. The coefficients used can be seen
in Tab 8.11. For the calculation of the peak velocity pressure, the seasonal factor is taken
into account to lower the statistically determined percentile rank, seeing that one use-cycle of the
structure would likely be less than three months.

Basic wind speed 25 m/s Roughness factor 0.783


Mean wind speed 19 m/s Turbulence intensity 0.243
Structure reference height 3.08 m Exposure factor 1.524
Air density 1.25 kg/m³ Probability factor 0.85
Terrain factor (II) 0.19 Peak velocity pressure 0.412 kN/m²
Tab 8.11

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8. Uneven Sarrus Chains

EN 1991 1-4 prescribes the different zones that need to be defined for obtaining the internal and
external pressure coefficients in the structure. The zonification of the cylindrical structures
analyzed by Alegria Mira L. (2010) and De Temmerman N. (2007) serve as references here. Fig
8.57 shows the zonification and Tab 8.12 – Tab 8.13 show the resulting wind loads in each of the
zones.

Fig 8.57 Zonification and wind load diagrams (adapted from Alegria Mira L. 2010)

External External Internal Internal Total pressure


pressure pressure pressure pressure w [kN/m²]
coefficient [kN/m²] coefficient [kN/m²]
A 0.8 0.330 -0.5 -0.206 0.536
B -1.2 -0.494 -0.5 -0.206 -0.288
C -0.4 -0.165 -0.5 -0.206 0.0041
Tab 8.12

External External Internal Internal Total pressure


pressure pressure pressure pressure w [kN/m²]
coefficient [kN/m²] coefficient [kN/m²]
D -0.6 -0.247 0.14 0.058 -0.305
E -0.3 -0.127 0.14 0.058 -0.185
F -0.2 -0.0824 0.14 0.058 -0.140
Tab 8.13

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8. Uneven Sarrus Chains

The snow load is shortly calculated from EN 1991 1-3, taking zero load for the zones of the barrel
vault that have an inclination greater than ⁄ . The coefficients applied here are shown in Tab
8.13.

Form factor 2
Exposure coefficient 1
Temperature coefficient 1
Characteristic snow load on ground 0.5 kN/m²
Tab 8.13

All loads except for the self-weight are introduced at the lower joints (through SCIA Engineer’s
load panels that redirect the forces to its vertices). Realistically, the supported membrane would
indeed be suspended from the lower joints of the modules.

Four complete ULS load combinations exist, since the longitudinal and transverse wind loads are
mutually exclusive. EN 1990 gives the coefficients for the governing load combinations, which
simplify to:

ULS1: [8.27]
ULS2:
ULS3:
ULS4: 𝟏 𝟏 𝒔

in which: : self-weight
: transverse wind load
: longitudinal wind load
: snow load

max max max


[kN] [kN] [kN]
16.62 0.81 4.41
ULS4 ULS3 ULS4
Tab 8.14

𝒍 bars (polar) 𝒌 bars (polar) 𝒍 bars (flat) 𝒌 bars (flat) Cables

max unity 0.967 0.754 0.1 0.065 0.92


check ULS4 ULS4 ULS4 ULS4 ULS4
max -16.64 -6.74 0.1 0.1 12.18
[kN] ULS4 ULS4 ULS4 ULS4 ULS4
max 0.06 0.04 0.02 0.02 -
[kNm] ULS4 ULS4 ULS4 ULS4
max 0.97 0.73 0.04 0.03 -
[kNm] ULS4 ULS4 ULS4 ULS4
Tab 8.15

Results of SCIA Engineer’s calculational model are shown in Tab 8.15. The unity check for said
loads is barely complied with for the lowest bars at the edge bays, due to the accumulated forces

154
8. Uneven Sarrus Chains

almost exceeding their buckling resistance. However, the unity checks for the other bars on the
lowest lines also result close to 1, meaning the structure is nearly optimized.

The deformations are checked for the SLS, the governing load combinations and their coefficients
as given by EN 1990 become:

SLS1: [8.28]
SLS2:
SLS3:
SLS4: 𝒔

max max max


[mm] [mm] [mm]
6.3 0.6 -16.8
SLS4 SLS4 SLS4
Tab 8.16

The vertical deformation occurring at the center of the barrel vault is relatively small, at less than
1/700 of the projected span. To further investigate how precise the SCIA model can describe the
deformations (and further, rigidity) of the overlap array, smaller physical sample models should
be analyzed under load and their deformations compared to the ones in the calculational tool.
Effects of higher and lower joint clearance could then be checked and the eccentricity of the bars
to each other and to the (straddle mounted) joints researched.

The basic rigidity the overlap gives to the structure ensures that a changing moment, such as
with upwards wind load during a storm, the structure can still offer a resisting moment without
deforming excessively. To check this in the SCIA model, the transverse wind – giving the biggest
deformation – is applied as a sole load on the model, ignoring the stabilizing self-weight and
snow load. The results of the joint displacements are shown in Tab 8.17, and are well in
acceptable range.

max max max


[mm] [mm] [mm]
6.4 0.4 +6.3
transverse transverse transverse
wind load wind load wind load
Tab 8.17 Fig 8.58 Deformation by transverse wind

155
8. Uneven Sarrus Chains

Fig 8.59a Large maximum bending moment Fig 8.59b Spread of bending moment over
at central hinge of scissor arrays shorter elements in overlap arrays

One of the structural shortcomings of regular scissor arrays is that the central connection
introduces a bending moment in the connected bars at the location where the section is at its
weakest (shown diagrammatically in Fig 8.59a). With the overlap array method, the bars are
doubled in the central zone where more structural height and material is needed, lowering the
maximum moment (Fig 8.59b). This way, the overlap method can ensure increased rigidity and
strength both during and after deployment. The bars in an overlap array are shorter, making
them more resistant to buckling.

Furthermore, in an overlap array, the relative structural height in completely deployed state is
independent of the polar angle , allowing this important factor for structural behavior to be
determined freely; while in a scissor array the structural height and polar angle in deployed state
are dependent, sometimes prompting the array to not fully deploy in order to gain
structural height.

The downside of using an overlap array over a regular scissor array is a lowered compactness,
directly proportional to the overlap factor . Good detailing can guarantee that the top ( ) bars
and the bottom ( ) bars lie in the same plane, preventing the compact bundle of becoming more
bulky.

Fig 8.60 Hinge detail example for compact overlap arrays

156
8. Uneven Sarrus Chains

8.7 Conclusions

In this chapter the variations of the Sarrus mechanism and ways of chaining them together were
researched. By primarily focusing on the basic mechanism as a module, important characteristics
were derived. These include the relationship between the bar proportion, the different opening
angles and the structural height.

Three different array methods were discerned: the well-known scissor array, the joint-to-joint
array and the overlap array. The latter two were investigated on further in this work.

The joint-to-joint type has been used in the work of Wohlhart K. and Calatrava Valls S. (1981), but
a more thorough analysis of the geometric possibilities and structural use of the arrays had been
lacking. The overlap array, in turn, is novel and shows promising structural advantages.

A novel way of introducing polar angles in a Sarrus module has been discovered. It uses a vertical
joint offset and can be applied both to the joint-to-joint array and overlap arrays. A second
method that uses changed bar lengths and the ellipse locus for introducing a polar angle in
overlap arrays was analyzed. Both methods started from the assumption that the compactability
constraint needs to be complied with, i.e. stating that the joined elements should be able to fold
flat into a linear state as to offer compact deployables.

The numerical relationships between the elements lengths and polar angle of a Sarrus module
have been derived and, using the resulting equations, a parametric tool was developed in
Grasshopper software. This tool can be used to generate both flat and polar arrays.

An additional dependent mobility was noticed in physical models of joint-to-joint arrays and first
attempts at describing this mobility have been made. Furthermore, various solutions for
removing the dependent mobility in order to have a more controlled deployment have been
offered.

Information was given about the trade-off between the structural and kinematic aspects, and
secondary structural systems intended for giving structural height to the arrays were addressed.
The introduced double-bar system could be used to form deployable square-on-square
truss grids.

157
8. Uneven Sarrus Chains

Further work

Some geometric possibilities of the joint-to-joint and overlap array were already given, but many
more remain undiscussed. In particular the doubly-curved variations of the overlap array should
be researched. Predictably, many of the doubly-curved geometries of the simple scissor arrays
will be translatable directly to the overlap array. Variable overlap factors might also allow for new
compactable geometries to be used.

A more precise description of the additional mobility in joint-to-joint arrays is needed. Physical
testing should reveal the influence of the joint clearance on this mobility. Test models should be
made to test the effectiveness of the proposed methods for inhibiting it.

Physical test models should also be made for both array types to check whether the structural
responses coincide with those that calculational software describes, specifically with regards to
the overall rigidity.

A comparative study between overlap arrays and regular scissor arrays would be interesting,
using compactness and structural strength and rigidity as main parameters, and plotting the
exchange between them.

Further study of the materialization of the joints is needed to make the real-world use of the
structures possible. Tests should be done on the influence of the joints eccentricities, including
the vertical joint offset, on the structural response.

158
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Robert McNeel and associates, Seattle, WA, USA

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169
Appendix A. Formal Studies
Appendix I. Formal Studies

171
Appendix I. Formal Studies

172
Appendix I. Formal Studies

173
Appendix I. Formal Studies

174
Appendix I. Formal Studies

175
Appendix B. Transformable Designs
Appendix II. Transformable Designs

Acoustical shell for street musicians

Categorization Rigid-foldable origami, Yoshimura pattern

A deployable, lightweight shell for performers in the public


space. Made out of a curved Yoshimura pattern, the identical
triangles not only give rigidity to the whole, but in the unfolded
state also act as acustical diffusers for the mid- to-high tones,
creating a more balenced sonic field.

Materialization challenges

The primary difficulty is, as in almost all of compactable


origami designs, how the detailing allows the folding of the
facets, which should take in account the cumulative thickness.
A second main design challenge is how to lock the structure
into static shape. Another aspect here is the reflective
properties on the interior of the facets, which will determine
the usability of the piece.

177
Appendix II. Transformable Designs

Façade plug-in

Categorization Rigid-foldable origami

This foldable facade plug-in is the result of a research on what


advantages a dynamic metal sheet-facade can bring. The used
parameters are all linked to interior comfort.

In fully closed state the plug-in offers of solar shading without


affecting the interior view. Indirect reflection ensures an
evenly spread out light inside. At the same time the enclosed
air in between the interior and exterior glass panes makes for
a greenhouse effect, which lowers the wind chill.

In opened state the plug-in allows for ventilation and offers


shading, easily adapting the angle to the height of the sun.

Boundary conditions

The structure moves with a single degree of freedom and thus


can be made functional by one actuator, possibly connected to
temperature and humidity sensors.

Materialization challenges

Detailing is done with thin sandwich aluminum panels. The


folds are made possible by fitting an elastic material as
neoprene between the ends of the panels.

178
Design and detailing of this work where done in collaboration
with Michiel Van Der Elst and Charlotte De Vreese
Appendix II. Transformable Designs

Mobile padel court

Categorization SLEs

A mobile court designed for the increasingly popular racket


game padel. The main mechanism used is a simple SLE grid
that has a fixed maximum opening angle to lift the court some
50 cm of the ground. This increases the visibility of the players
and, more importantly, allows for the court to be placed on
uneven terrain, using the adaptable footings.

The side columns upon which the characteristic panels are


hung are unfolded by a 4R planar lever system. Like this, the
workers can easily hang the upper panels and hoist them up,
without lifting overhead or needing heavy machinery.

Boundary conditions

The end bars of this conventional SLE system slide down the
side columns when opening, until the end of the rail where the
desired maximum aperture is reached.
To fix the mechanism into place, stage panels are clicked into
the joints of the SLE. This way, the panels are supported each
meter to prevent sag.

Materialization challenges

All of the structural bars would be made from aluminum.


The difficulty here is to optimize the weight-stability
relationship, to make it easily transportable and at the same
time limit any deformations caused by the dynamic load of the
athletes.

179
Appendix II. Transformable Designs

Scissor gates

Categorization SLEs

A design for the acces gates to a deconstructionalist museum


building, the client wanted these 5m gates to be
dematerialized into 2 segments. In the final design, the lower
part of the gate is prolonged to close off a recessed part in the
building.

Boundary conditions

The gate is made up out of 2 parts supported by a central axis,


which is in turn supported by a (half-joint) wheel in a rail. To
ensure that the mechanism moves only in the desired way
(1DOF), the 2 parts are each fixed to the wall at their
extremities by a vertical (half-joint) wheel and a horizontal (R)
wheel.

180
Appendix II. Transformable Designs

Solar panel array, primary axis rotation

Categorization 6R Planar Linkages

Design for a solar panel array in which there is a 1DOF


rotation around the primary axis.

The main design concept is to make the panels rotate and at


the same time undergo a relative translation, which ensures a
greater distance between them as the sun changes angle. This
way, casting shadows on one another is avoided. For the same
reason of avoiding shadows, any structural pieces of the
mechanism are placed below the panels. Furthermore, this
movement has to be abled in both directions, to allow the
rotation to respond to all of the suns cycle. The whole could be
driven by a single actuator, powered directly by the energy
collected by the panels.

Boundary conditions

The system is made up of a row of 6R linkages that each


actuate a column of panels. The outer edges of the panels
themselves form part of the system as rigid links. The bottom
edges of the panels are centrally supported by half-joints that
slide along a rail.

Materialization challenges

The multitude of joints makes the system susceptible to more


friction. A simpler way of supporting the system can be
sought, in which the supporting half-joints is replaced by a
simpler solution.

181
Appendix II. Transformable Designs

Solar panel array, secondary axis rotation

Categorization Planar Jitterbug-like mechanism, SLEs

A 1DOF set-up of solar panels which can rotate around their


secondary axes. Any shadows on the solar cells themselves
are avoided by the translation taking place when the
translating the panels further apart with a greater aperture,
and by placing all the mechanism links underneath the
surfaces.

Boundary conditions

The mechanism is made up of triangular links of which the


panel border forms one edge. R-joints connects bars to the
center of the diagonal edge of the triangular link. In a scissor-
like array these elements are finally connected to a rail by
half-joints at their lower verteces.

Looking at the triangular link as half a rectangle and the


connecting bar as the diagonal of another rectangle, the
system can be described as a type of planar Jitterbug
mechanism.

Materialization challenges

The geometry is pretty straightforward and easy to


materialize. Rows of panels could be connected to each other,
making the rail in which the bars slide only necessary at both
ends

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Appendix II. Transformable Designs

Foldable bar unit

Categorization Rigid-foldable origami

An easily compactable and deployable bar unit for temporary


events. The main geometry is the repetition of a Miura-ori fold,
while the edges are a variation that unfold perpendicularly.
The zigzag floor plan and the edges give a minimum of
transversal stability to the piece.

Boundary conditions

The single degree of freedom makes for easy deployment. The


particular geometry of the fold pattern doesn’t allow the
plates to fold any further than rad. In its fully deployed
position constraining elements are added underneath the top
plates in order to lock the whole into place and add strength
locally.

Materialization challenges

To account for the thickness of the plates, offset elements


have been introduced at the location of the hinges. Controlling
these offset distances, the top plates can be made to fold over
the vertical plates. This way, both a compact bundle and a
deployed state with fine edges can be secured.

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Appendix II. Transformable Designs

Deployable truss network

Categorization Re-entrant auxetic pattern

Array based on the square re-entrant pattern forming


deployable trusses. Basic units of the compacted bars are
linked together on site in order to make transportation easier.
Diagonal bars with an R-joint are added for structural
performance.

Boundary conditions

While computer models assumed the system to behave with


one degree of freedom, physical test models have shown an
additional mobility because of joint clearance. Local
pantographs need to be introduced in order to control this
dependent mobility and add rigidity.

184

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