An Analysis of the Lever Escapement
Chapter 3
Our reasoning tells us it matters not if a ruby pin be wide or narrow, it must have _the same_ freedom in passing the acting edge of the fork, therefore, to have the impulse radius on the point of intersection of A′X with AW, Fig. 17, we would require a _very_ narrow ruby pin. With 1° of freedom at the edge, and ½° in the slot, we could only have a ruby pin of a width of 1½°. Applying it to the preceding example it would only have an actual width of .0785 × 1.5 = .1178 mm., or the size of an ordinary balance pivot. At _n_, Fig. 17, we illustrate such a ruby pin; the theoretical and real impulse radius coincide with one another. The intersection of the circle _ii_ and _cc_ is very slight, while the friction in unlocking begins within 1° of half the total movement of the fork from the line of centers; to illustrate, if the angular motion is 11° the ruby pin under discussion will begin action 4½° before the line of centers, being an engaging, or "uphill" friction of considerable magnitude.
The intersection with the fork is also much less than with the wider ruby pin, making the impulse action very delicate. On the other hand the widest ruby pin for which there is any occasion is one beginning the unlocking action on the line of centers, Fig. 17; this entails a width of slot equal to the angular motion of the fork. We see here the advantage of a wide ruby pin over a narrow one in the unlocking action. Let us now examine the question from the standpoint of the impulse action.
Fig. 18 illustrates the moment the impulse is transmitted; the fork has been moved in the direction of the arrow by the ruby pin; the escapement has been unlocked and the opposite side of the slot has just struck the ruby pin. The exact position in which the impulse is transmitted varies with the locking angle, the width of ruby pin, its shake in the slot, the length of fork, its weight, and the velocity of the ruby pin, which is determined by the vibrations of the balance and the impulse radius.
In an escapement with a total lock of 1¾° and 1¼ of shake in the slot, theoretically, the impulse would be transmitted 2° from the bankings. The narrow ruby pin n receives the impulse on the line _v_, which is closer to the line of centers than the line _u_, on which the large ruby pin receives the impulse. Here then we have an advantage of the narrow ruby pin over a wide one; with a wider ruby pin the balance is also more liable to rebank when it takes a long vibration. Also on account of the greater angle at which the ruby pin stands to the slot when the impulse takes place, the _drop_ of the fork against the jewel will amount to more than its shake in the slot (which is measured when standing on the line of centers). On this account some watches have slots dovetailed in form, being wider at the bottom, others have ruby pins of this form. They require very exact execution; we think we can do without them by judiciously selecting a width of ruby pin between the two extremes. We would choose a ruby pin of a width equal to half the angular motion of the fork. There is an ingenious arrangement of fork and roller which aims to, and partially does, overcome the difficulty of choosing between a wide and narrow ruby pin, it is known as the Savage pin roller escapement. We intend to describe it later.
If the face of the ruby pin were planted on the theoretical impulse radius _ii_, Fig. 19, the impulse would end in a butting action as shown; hence the great importance of distinguishing between the theoretical and real impulse radius and establishing a reliable data from which to work. We feel that these actions have never been properly and thoroughly treated in simple language; we have tried to make them plain so that anyone can comprehend them with a little study.
Three good forms of ruby pins are the triangular, the oval and the flat faced; for ordinary work the latter is as good as any, but for fine work the triangular pin with the corners slightly rounded off is preferable.
English watches are met with having a cylindrical or round ruby pin. Such a pin should never be put into a watch. The law of the parallelogram of forces is completely ignored by using such a pin; the friction during the unlocking and impulse actions is too severe, as it is, without the addition of so unmechanical an arrangement. Fig. 21 illustrates the action of a round ruby pin; _ii_ is the path of the ruby pin; _cc_ that of the acting length of the fork. It is shown at the moment the impulse is transmitted. It will be seen that the impact takes place _below_ the center of the ruby pin, whereas it should take place at the center, as the motion of the fork is _upwards_ and that of the ruby pin _downwards_ until the line of the centers has been reached. The same rule applies to the flat-faced pin and it is important that the right quantity be ground off. We find that 3/7 is approximately the amount which should be ground away. Fig. 22 illustrates the fork standing against the bank. The ruby pin touches the side of the slot but has not as yet begun to act; _ri_ is the real impulse circle for which we allow 1¼° of freedom at the acting edge of the fork; the face of the ruby pin is therefore on this line. The next thing to do is to find the center of the pin. From the side _n_ of the slot we construct the right angle _o n t_; from _n_, we transmit ½ the width of the pin, and plant the center _x_ on the line _n t_. We can have the center of the pin slightly below this line, but in no case above it; but if we put it below, the pin will be thinner and therefore more easily broken.
_The Safety Action._ Although this action is separate from the impulse and unlocking actions, it is still very closely connected with them, much more so in the single than in the double roller escapement. If we were to place the ruby pin at _X_, Fig. 14, we could have a much smaller roller than by placing it at _P_. With the small roller the safety action is more secure, as the intersection at _m_ is greater than at _k_. It is not as liable to "butt" and the friction is less when the guard point is thrown against the small roller. Suppose we take two rollers, one with a diameter of 2.5 mm., the other just twice this amount, of 5 mm. By having the guard radius and pressure the same in each case, if the guard point touched the larger roller it would not only have twice, but four times more effect than on the smaller one. We will notice that the smaller the impulse angle the larger the roller, because the ruby pin is necessarily placed farther from the center. The position of the ruby pin should, therefore, govern the size of the roller, which should be as small as possible. There should only be enough metal left between the circumference of the roller and the face of the jewel to allow for a crescent or passing hollow of sufficient depth and an efficient setting for the jewel. For this reason, as well as securing the correct impulse radius and therefore angle, when replacing the ruby pin, and having it set securely and mechanically in the roller, it is necessary that the pin and the hole in the roller be of the same form, and a good fit. Fig. 23 illustrates the difference in size of rollers. In the smaller one the conditions imposed are satisfied, while in the larger one they are not. In the single roller the safety action is at the mercy of the impulse and pallet angles. We have noticed that in order to favor the impulse we require a large roller, and for the safety action a small one, therefore escapements made on fine principles are supplied with two rollers, one for each action.
It may be well to say that in our opinion a proportion between the fork and impulse angles in 10° pallets of 3 or 3½ to 1, _depending_ upon the size of the escapement, is the lowest which should be made in single roller. We have seen them in proportions of 2 to 1 in single roller--a scientific principle foolishly applied--resulting in an action entirely unsatisfactory.
When the guard point is pressed against the roller the escape tooth must still rest on the locking face of the pallet; if the total lock is 2°, by allowing 1¼° freedom for the guard point between the bank and the roller the escapement will still be locked ¾°. How much this shake actually amounts to depends upon the guard radius. Suppose this to be 4 mm., then the freedom would equal 4 × 2 × 3.1416 ÷ 360 × 1.25 = .0873 mm.
_The Crescent_ in the roller must be large and deep enough so it will be impossible for the guard point to touch in or on the corners of it; at the same time it must not be too large, as it would necessitate a longer horn on the fork than is necessary.
Fig. 24 shows the slot _n_ of the fork standing at the bank. The ruby pin _o_ touches it, but has not as yet acted on it; _s s_ illustrates a single roller, while S2 illustrates the safety roller for a double roller escapement. In order to find the dimensions of the crescent in the single roller we must proceed as follows: WA is in the center of the fork when it rests against the bank, and is, therefore, one of the sides of the fork angle, and is drawn from the pallet center; V A W is an angle of 1¼°, which equals the freedom between the guard point and the roller; _g g_ represents the path of the guard pin _u_ for the single roller, and is drawn at the intersection of VA with the roller A′ A2 is a line drawn from the balance center through that of the ruby pin, and therefore also passes through the center of the crescent. By planting a compass on this line, where it cuts the periphery of the roller, and locating the point of intersection of VA with the roller, will give us one-half the crescent, the remaining half being transferred to the opposite side of the line A′ A2. We will notice that the guard point has entered the crescent 1¼° before the fork begins to move.
The angle of opening for the crescent in the double roller escapement is greater than in the single, because it is placed closer to the balance center, and the guard point or dart further from the pallet center, causing a greater intersection; also the velocity of the guard point has increased, while that of the safety roller has decreased. Fig. 24, at _ff_, shows the path of the dart _h_, which also has 1¼° freedom between bank and roller. From the balance center we draw A′ _d_ touching the center or point of the dart; from this point we construct at 5° angle _b_ A′ _d_. This is to ensure sufficient freedom for the dart when entering the crescent. We plant a compass on the point of intersection of A′ A2 with the safety roller, S2, and locating the point where A′_b_ intersects it, have found one-half the opening for the crescent, the remaining half being constructed on the opposite side of the line A′ A2.
_The Horn_ on the fork belongs to the safety action: more horn is required with the double than with the single roller, on account of the greater angle of opening for the crescent.
The horn should be of such a length that when the crescent has passed the guard point, the end of the horn should point to at least the center of the ruby pin.
The dotted circle, _s s_, Fig. 25, represents a single roller. It will be noticed that the corner of the crescent has passed the guard pin _u_ by a considerable angle, and although this is so, in case of an accident the _acting edge_ of the fork would come in contact with the ruby pin; this proves that a well made single roller escapement really requires but little horn, only enough to ensure the safe entry of the ruby pin in case the guard point at that moment be thrown against the roller. We will now examine the question from the standpoint of the double roller; S2, Fig. 25, is the safety roller; the corner of the crescent has safely passed the dart _h_; the centers of the ruby pin _o_ and of the crescent being on the line A′ A2, we plant the compass on the pallet center and the center of the face of the ruby pin and draw _k k_, which will be the path described by the horn. The end of the horn is therefore planted upon it from 1½° to 1¾° from the ruby pin; this freedom at the end of the horn is therefore from ¼° to ½° more than we allow for the guard point; it depends upon the size of the escapement and locking angles which we would choose. It must in any case be less than the lock on the pallets, so that the fork will be drawn back against the bank in case the horn be thrown against the ruby pin.
When treating on the width of the ruby pin, we mentioned the Savage pin roller escapement, which we illustrate in Figs. 26 and 27. This ingenious arrangement was designed with the view of combining the advantages of both wide and narrow pins and at the same time without any of their disadvantages.
In Fig. 26 we show the unlocking pins _u_ beginning their action on the line of centers--the best possible point--in unlocking the escapement. These pins were made of gold in all which we examined, although it is recorded that wide ruby pins and ruby rollers have been used in this escapement, which would be preferable.
The functions of the two pins in the roller are simply to unlock the escapement; the impulse is not transmitted to them as is the case in the ordinary fork and roller action. In this action the guard pin _i_ also acts as the impulse pin. We will notice that the passing hollow in this roller is a rectangular slot the same as in the ordinary fork. When the escapement is being unlocked the guard pin _i_ enters the hollow and when the escape tooth comes into contact with the lifting plane of the pallet the pin _i_, Fig. 27, transmits the impulse to the roller.
The impulse is transmitted closer to the line of centers than could be done with any ruby pin. If the pin _i_ were wider the impulse would be transmitted still closer to the line of centers, but the intersection of it with the roller would be less. It is very delicate as it is, therefore from a practical standpoint it ought to be made thin but consistent with solidity. If the pin is anyway large, it should be flattened on the sides, otherwise the friction would be similar to that of the round ruby pin. It would also be preferable (on account of the pin _i_ being very easily bent) to make the impulse piece narrow but of such a length that it could be screwed to the fork, the same as the dart in the double roller. The impulse radius is also the radius of the roller, because the impulse is transmitted to the roller itself; for this reason the latter is smaller in this action than in the ordinary one having the same angles; also a shorter lever is in contact with a longer one in the unlocking than in ordinary action of the same angles; but for all this the pins _u u_ should be pitched close to the edge of the roller, as the angular connection of the balance with the escapement would be increased during the unlocking action. This escapement being very delicate requires a 12° pallet angle and a proportion between impulse and pallet angles of not less than 3 to 1, which would mean an impulse angle of 36°; this, together with the first rate workmanship required are two of the reasons why this action is not often met with.
George Savage, of London, England, invented this action. He was a watchmaker who, in the early part of this century, did much to perfect the lever escapement by good work and nice proportion, besides inventing the two pin variety. He spent the early part of his life in Clerkenwell, but in his old days emigrated to Canada, and founded a flourishing retail business in Montreal, where he died. Some of George Savage's descendants are still engaged at the trade in Canada at the present day.
The correct delineation of the lever escapement is a very important matter. We illustrate one which is so delineated that it can be practically produced. We have not noticed a draft of the lever escapement, especially with equidistant pallets and club teeth, which would act correctly in a watch.
We have been aggressive in our work and have sometimes found theories propounded and elongated which of themselves were not right; this may have something to do with it, that we so often hear workmen say, "Theory is no use, because if you work according to it your machine will not run." We say, "No, sir, if your theory is not right in itself, then your work will certainly not be correct; but if your theory be correct then your work _must_ be correct. Why? it simply cannot be otherwise." We will give it another name; let us say, apply sense, reason, thought, experience and study to your work, and what have you done? You have simply applied theory.
A theorem is a proposition to be proved, not being able to prove it, we must simply change it according as our experience dictates, this is precisely what we have done with the escapement after having followed the deductions of recognized authorities with the result that we can now illustrate an escapement which has been thoroughly subjected to an impartial analysis in every respect, and which is theoretically and practically correct.
We will not only give instructions for drafting the escapement now under consideration, but will also make explanations how to draft it in different positions, also in circular pallet and single roller. We are convinced that by so doing we will do a service to many, we also wish to avoid what we may call "the stereotyped" process, that is, one which may be acquired by heart, but introduce any changes and perplexity is the result. It is really not a difficult matter to draft escapements in different positions, as an example will show.
Before making a draft we must know exactly what we wish to produce. It is well in drafting escapements to make them as large as possible, say thirty to forty times larger than in the watch, in the present case the size is immaterial, but we must have specifications for the proportions of the angles. Our draft is to be the most difficult subject in lever escapements; it is to be represented just as if it were working in a watch; it is to represent a good and reliable action in every respect, one which can be applied without special difficulty to a good watch, and is to be "up to date" in every particular and to contain the majority of the best points and conclusions reached in our analysis.
_Specifications for Lever Escapement_: The pallets are to be equidistant; the wheel teeth of the "club" form; there are to be two rollers; wheel, pallet, and balance centers are to be in straight line. The lock is to be 1½°, the run ¼°, making a total lock of 1¾°; the movement of pallets from drop to drop is to be 10°, while the fork is to move through 10¼° from bank to bank; the lift on the wheel teeth is to be 3°, while the remainder is to be the lift on the pallets as follows: 10¼ - (1¾ + 3) = 5½° for lift of pallets.
The wheel is to have 15 teeth, with pallets spanning 3 teeth or 2½ spaces, making the angle from lock to lock = 360 ÷ 15 × 2½ = 60°, the interval from tooth to tooth is 360 ÷ 15 = 24°; divided by 2 pallets = 24 ÷ 2 = 12° for width of tooth, pallet and drop; drop is to be 1½°, the tooth is to be ¾ the width of the pallet, making a tooth of a width of 4½° and a pallet of 6°.
The draw is to be 12° on each pallet, while the locking faces of the teeth are to incline 24°. The acting length of fork is to be equal to the distance of centers of scape wheel and pallets; the impulse angle is to be 28°; freedom from dart and safety, roller is to be 1¼°, and for dart and corner of crescent 5°; freedom for ruby pin and acting edge of fork is to be 1¼°; width of slot is to be ½ the total motion, or 10¼ ÷ 2 = 5⅛°; shake of ruby pin in slot = ¼°, leaving 5⅛ - ¼ = 4⅞° for width of ruby pin.
Radius of safety roller to be 4/7 of the theoretical impulse radius. The length of horn is to be such that the end would point at least to the center of the ruby pin when the edge of the crescent passes the dart; space between the end of horn and ruby pin is to be 1½°.
It is well to know that the angles for width of teeth, pallets and drop are measured from the wheel center, while the lifting and locking angles are struck from the pallet center, the draw from the locking corners of the pallets, and the inclination of the teeth from the locking edge.
In the fork and roller action, the angle of motion, the width of slot, the ruby pin and its shake, the freedom between dart and roller, of ruby pin with acting edge of fork and end of horn are all measured from the pallet center, while the impulse angle and the crescent are measured from the balance center. A sensible drawing board measures 17 × 24 inches, we also require a set of good drawing instruments, the finer the instruments the better; pay special attention to the compasses, pens and protractor; add to this a straight ruler and set square.
The best all-round drawing paper, both for India ink and colored work has a rough surface; it must be fastened firmly and evenly to the board by means of thumb tacks; the lines must be light and made with a hard pencil. Use Higgins' India ink, which dries rapidly.
We will begin by drawing the center line A′ A B; use the point B for the escape center; place the compass on it and strike G H, the primitive or geometrical circle of the escape wheel; set the center of the protractor at B and mark off an angle of 30° on each side of the line of centers; this will give us the angles A B E and A B F together, forming the angle F B E of 60°, which represents from lock to lock of the pallets. Since the chord of the angle of 60° is equal to the radius of the circle, this gives us an easy means of verifying this angle by placing the compass at the points of intersection of F B and E B with the primitive circle G H; this distance must be equal to the radius of the circle. At these points we will construct right angles to E B and F B, thus forming the tangents C A and D A to the primitive circle G H. These tangents meet on the line of centers at A, which will be the pallet center. Place the compass at A and draw the locking circle M N at the points of intersection of E B and F B with the primitive circle G H. The locking edges of the pallets will always stand on this circle no matter in what relation the pallets stand to the wheel. Place the center of the protractor at B and draw the angle of width of pallets of 6°; I B E being for the engaging and J B F for the disengaging pallet. In the equidistant pallet I B is drawn on the side towards the center, while J B is drawn further from the center. If we were drawing a circular pallet, one-half the width of pallets would be placed on each side of E B and F B. At the points of intersection of I B and J B with the primitive circle G H we draw the path O for the discharging edge of the engaging and P for that of the disengaging pallet. The total lock being 1¾°, we construct V′ A at this angle from C A; the point of intersection of V′ A with the locking circle M N, is the position of the locking corner of the engaging pallet. The pallet having 12° draw when locked we place the center of the protractor on this corner and draw the angle Q M E. Q M will be the locking face of the engaging pallet. If the face of the pallet were on the line E B there would be no draw, and if placed to the opposite side of E B the tooth would repel the pallet, forming what is known as the repellant escapement.