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When people see a spinning gyroscope precessing about an axis, the question is
inevitably asked why that happens, since it goes against intuition. But as it turns out,
there is a fairly straightforward way of understanding the physics of gyroscopes
without using a lot of math.
But before I get into the details of that, it's a good idea to see how a gyroscope works
(if you haven't already). Check out the video below of a toy gyroscope in action.
As you've probably noticed, a gyroscope can behave very similar to a spinning top.
Therefore, the physics of gyroscopes can be applied directly to a spinning top.
To start off, let's illustrate a typical gyroscope using a schematic as shown below.
Where:
As the wheel spins at a rate ws, the gyroscope precesses at a rate wp about the pivot at
the base (with θ constant).
The question is, why doesn't the gyroscope fall down due to gravity?!
Due to the combined rotation ws and wp, the particles in the top half of the spinning
wheel experience a component of acceleration a1 normal to the wheel (with
distribution as shown in the figure below), and the particles in the bottom half of the
wheel experience a component of acceleration a2 normal to the wheel in the opposite
direction (with distribution as shown). Due to Newton’s second law, this means that a
net force F1 must act on the particles in the top half of the wheel, and a net
force F2 must act on the particles in the bottom half of the wheel. These forces act in
opposite directions. Therefore a clockwise torque M is needed to sustain these forces.
The force of gravity pulling down on the gyroscope creates the necessary clockwise
torque M.
In other words, due to the nature of the kinematics, the particles in the wheel
experience acceleration in such a way that the force of gravity is able to maintain the
angle θ of the gyroscope as it precesses. This is the most basic explanation behind the
gyroscope physics.
So now that we have an intuitive "feel" for the physics, we can analyze it in full using
a mathematical approach. We will hence determine the equation of motion for the
gyroscope.
where g is the acceleration due to gravity, point G is the center of mass of the wheel,
and point P is the pivot location at the base.
I, J, and K are defined as unit vectors pointing along the positive X, Y, and Z axis
respectively.
Therefore,
The angular velocity of the rod, with respect to ground, is
The angular acceleration of the rod, with respect to ground, is zero since wr is constant
and does not change direction.
Note that the terms dJ/dt and dK/dt (given above) are calculated using vector
differentiation. To learn more about it visit the vector derivative
page.
Wheel Analysis
Let's analyze the forces and moments acting on the wheel, due to contact with the rod.
A free-body diagram of the wheel (isolated from the rod) is given below. Note that a
local xyz axes is defined as shown, and is attached to the wheel so that it moves with
the wheel, and has origin at point G.
Where:
Therefore,
Next, apply the Euler equations of motion for a rigid body, given that xyz is aligned
with the principal directions of inertia of the wheel (treated as a solid disk).
We have,
Now,
This is the angular velocity of the wheel (with respect to ground) resolved along the
local xyz axes.
Furthermore,
This is the angular acceleration of the wheel (with respect to ground) resolved along
the local xyz axes.
Thus, the second and third of Euler's equations are equal to zero, therefore
ΣMGy = My = 0, and ΣMGz = Mz = 0. As a result, the second and third equations do not
contribute to the solution. (Note that FGX, FGY, and FGZ do not exert a moment (torque)
about point G, since they are defined as coincident with point G - i.e. the length of the
moment arm is zero).
Where:
ΣMGx is the sum of the moments about point G, in the local x-direction. Note that
ΣMGx = Mx.
IGx, IGy, and IGz are the principal moments of inertia of the wheel about point G about
the local x, y, and z directions (respectively).
and
Therefore,
Rod Analysis
Here we analyze the moments acting on the rod about point P. A free-body diagram of
the rod (isolated from the wheel) is given below. Note that a local xyz axes is defined
as shown, and is attached to the rod so that it moves with the rod, and has origin at
point P. The xyz axes is aligned with the principal directions of inertia of the rod.
This is the angular velocity of the rod (with respect to ground) resolved along the
local xyz axes, and
This is the angular acceleration of the rod (with respect to ground) resolved along the
local xyz axes.
Thus, the second and third of Euler's equations are equal to zero, and they do not
contribute to the solution.
Where:
ΣMPx is the sum of the moments about point P, in the local x-direction
IPx, IPy, and IPz are the principal moments of inertia of the rod about point P about the
local x, y, and z directions (respectively).
By symmetry,
and
Therefore,
This is a nice compact equation. We can solve for any one of the values θ, wp, or ws if
the other two values are known.
We can write a more general equation in which we replace the gyroscope wheel with
any axisymmetric rotating body (with symmetry about the local y axis):
Where:
If we assume the mass of the rod is negligible, then mr = Ir = IPy = 0, and the above
equation simplifies to a general equation for uniform gyroscopic motion with
negligible rod mass:
In the next section we will look at gyroscopic stability, which is a very important and
practical application of gyroscopes.
Gyroscopic Stability
From the angular momentum page we derived the following equation for a rigid
body:
The term on the left is defined as the external impulse acting on the rigid body
(between initial time ti and final time tf), due to the sum of the external moments
(torque) acting on the rigid body. The terms on the right are the final angular
momentum vector (Hf), and the initial angular momentum vector (Hi).
Although the above equation was derived for a rigid body it also applies to any system
of particles (whether they comprise a rigid or non rigid body). The proof of this is
commonly found in classical mechanics textbooks.
As is explained on the angular momentum page, the above equation applies for the
two cases, where the local xyz axes has its origin at the center of mass G of the rigid
body, or at a fixed point O on the rigid body (if there is one). In the remainder of this
section, we will apply the former, so the moments, inertia terms, and angular
momentum are all with respect to G.
In the above figure, the change in the angular momentum vector between
time ti and tf is given by ΔH, and according to the above equation ΔH is equal to the
external impulse (due to the sum of the external moments acting between
time ti and tf).
For a given ΔH (which is equal to the external impulse), the angle φ decreases
as Hi increases. This means that the greater the magnitude of the initial angular
momentum (Hi), the smaller the angle φ is for a given external impulse. Now, the
magnitude of the angular momentum vector H is proportional to the magnitude of the
angular velocity vector w. Therefore, the faster the object is spinning, the smaller the
resulting angle φ is for a given external impulse.
If there are no external moments (torque) acting on the object then we say that the
object is experiencing torque free motion. Thus, from the above equation, Hi = Hf,
and φ = 0. Therefore, the angular momentum vector has constant magnitude and
direction, and angular momentum is conserved.
For an axisymmetric rigid object experiencing torque free motion, the precession axis
is seen (from the point of view of an observer) to coincide with the angular
momentum vector, and this precession axis defines the average orientation of the
object. And since this precession axis defines the average orientation of the object,
then a small change in direction of the angular momentum vector (corresponding to a
small φ, due to an external impulse) means a small change in the average orientation
of the object. This of course means that after the external impulse is applied, the
object is once again experiencing torque free motion.
Hence, a fast spinning axisymmetric object, experiencing torque free motion, is able
to maintain its precession axis (and hence average orientation) with very little change,
if an external impulse is applied.
Understanding the physics behind gyroscopes helps shed light on why mounting a
spinning wheel (powered by a motor) onto a gimbal (metal frame) is so useful for
navigation. The spinning wheel is mounted in the gimbal so as to be free of external
torque. Therefore, given its already inherent orientation stability (as well as the fact
that external torque is almost completely eliminated), the gyroscope experiences
extremely little orientation change as a result. This is why gyroscopes are commonly
used in navigation, such as in boats and ships. They tend to remain level even if the
boat or ship changes orientation (either by pitching or rolling). The figure below
illustrates a gyroscope-gimbal unit.
Next in the analysis, we will show that for an axisymmetric rigid body experiencing
torque free motion, the precession axis is seen (from the point of view of an observer
in the inertial reference frame) to coincide with the angular momentum vector, which
we know is fixed in inertial (ground) space, with constant magnitude and direction.
Let's find an equation that relates the angle θ (between H and ws) to the
vectors H and ws. A simple way to do this is with the vector dot product:
Where:
H has been replaced with HG (since we are using the angular momentum about the
center of mass G of the object)
Where:
i, k are unit vectors pointing along the positive x and z axis, respectively
wx, wy, wz are the components of the angular velocity vector of the object (with respect
to ground), resolved along the x, y, z directions, respectively
Ix, Iy, Iz are the principal moments of inertia about the x, y, z directions, respectively
Substitute the above three equations into the equation for dθ/dt and we get
This is an informative equation coming out of the analysis done here. It tells us that
for Ix = Iz, dθ/dt = 0 (as the object rotates through space). But if we choose α = 0 then
the precession axis coincides with the angular momentum vector HG, and as a
result wx = dθ/dt = 0 (which simplifies the calculations). Hence, the angle θ is constant
and this is why, from the point of view of an observer in the inertial reference frame,
the precession axis appears to coincide with the angular momentum vector. But
mathematically speaking it does not matter what axis we choose as the precession
axis, since it is simply a component of rotation. Being able to arbitrarily choose the
precession axis is similar to how you can arbitrarily choose the x,y directions for a
force calculation. Ultimately the answer is the same and the resultant force is not
going to change. To understand this better you can read up on Euler angles which are
commonly used to define the angular orientation of a body, using the concept of
precession, spin, and nutation (which have been used in the analysis presented here).
Using the above result for Ix = Iz ≡ Iw, let's now find an equation relating ws and wp.
Since θ is always constant we can express the angular momentum as follows in terms
of its x,y,z components:
for the case L = 0. For L = 0, this equation reduces to torque free motion for an
axisymmetric body.
The next section contains some additional information that is worth mentioning.
In problems such as gyroscope physics analysis, solving the Euler equations of motion
is necessary when moments are applied, since these equations directly account for
them.
In torque free motion, the only external force acting on an object is at most gravity,
which acts through the center of mass (G) of the object. The object is said to be
experiencing torque free motion, since no torque (moment) is able to rotate the object
about its center of mass, and thus the angular momentum about the center of mass
does not change. It can therefore be assumed (for visualization purposes) that the
center of rotation of the object is located at its center of mass G, since the angular
momentum calculations (about G) are not affected by this assumption. This is why in
torque free motion problems the angular velocity vector is typically shown passing
through the center of mass of the object being analysed.
In the next section we will analyze a general case of gyroscope motion. This is
undoubtedly very useful since it can apply to many different problems.
In this final section we shall analyze a general case of gyroscope motion, as shown on
the gyro top page. The gyro top shown there illustrates a state of general motion. The
kinematic equations are already derived on the gyro top page so we can use those
directly.
Wheel Analysis
From the gyro top page, the angular velocity of the gyroscope wheel is given by
equation (1) on that page:
where the variables in this equation are defined in the gyro top page. Note that the
term on the left has been replaced with ww in order to match the notation used here.
From the gyro top page, the angular acceleration of the gyroscope wheel is given by
equation (2) on that page:
where the variables in this equation are defined in the gyro top page. Note that the
term on the left has been replaced with αw in order to match the notation used here.
From the gyro top page, point O on the wheel can be treated as the center of mass of
the wheel (G). Therefore, for notation purposes, ao on the left side of equation (5) on
the gyro top page can be replaced with aG.
After applying some considerable algebra to equation (5), and simplifying, we get the
acceleration of the center of mass G of the gyroscope wheel:
where the variables in this equation are defined in the gyro top page.
Consider next the following schematic of the gyroscope wheel (used previously), with
variables previously defined. The same basic analysis as used before will be used
here. Now, even though the gyroscope wheel rotates through space, the setup below
can be used with local xyz always oriented as shown, for every stage of the motion.
This can be done because the wheel is axisymmetric so that the principal moments of
inertia do not change relative to xyz, as the wheel rotates.
By Newton's second law:
Substitute the acceleration terms for the center of mass G into the above three
equations, and we get the following force equations for the gyroscope wheel:
The angular velocity and angular acceleration of the gyroscope wheel is given with
respect to the global XYZ axes. Using trigonometry we will resolve these onto the
local xyz axes of the gyroscope wheel.
We get
and
Set
Rod Analysis
Since the local xyz axes for the rod and wheel have the same orientation, we can find
the resolved components of the angular velocity and angular acceleration of the rod by
simply setting ws = 0 and αs = 0 in the equations for the angular velocity and angular
acceleration of the wheel. This gives us
Note that since point P is treated as a frictionless pivot it exerts no moment (torque)
on the rod.
Since we are summing moments about P (which is a fixed point) we can use the
moment (Euler) equations directly.
In the equation for ΣMPy above, note that FGX, FGY, FGZ, and gravity does not exert a
moment about the local y axis.
Substitute the force equations and Euler equations for the gyroscope wheel into the
above three equations and simplify. We then get the final three equations with which
to solve for the general gyroscope motion:
According to the sign convention used,
where C1 is a constant.
Therefore,
where C2 is a constant.
To solve this problem we first need to set boundary conditions. Let's choose the
following.
Simplify equation (5) and then perform (very tedious) integration to obtain an
equation for wn. We get