ME3120 · Dynamic Modelling
Theme 1 · Foundations

Degrees of freedom & generalized coordinates

Before any equation: count how many ways a system can move, and choose the right variables to describe it.

Source: course notes, Week 1 foundations.

Before you start

What you need first

  • What a dynamic model is — a model predicts how a system moves in time (previous topic).

What you'll be able to do

  • Count the degrees of freedom (DOF) of a system.
  • See how a constraint reduces the DOF.
  • Choose good generalized coordinates \(q\).

What is a degree of freedom?

DOF = the number of independent ways a system can move = the fewest numbers needed to say exactly where everything is.
How to count it — ask: "What is the fewest numbers I must give you so you can draw the system in exactly one position?" That count is the DOF.
🔭 Looking ahead: every joint we add to a robot adds exactly one DOF. A 6-joint industrial arm has 6 DOF.

Degrees of freedom — examples

SystemDOFWhy
Bead on a straight wire1one distance along the wire
Point in a flat plane2\(x\) and \(y\)
Point in 3-D space3\(x,\ y,\ z\)
Pendulum (rigid rod, fixed pivot)1just the angle \(\theta\)
2-link robot arm (flat)2two joint angles \(\theta_1,\theta_2\)
Free rigid body in 3-D63 positions + 3 rotations
Notice the pendulum: the bob lives in a plane (2 numbers), but the rigid rod removes one. Result: 1 DOF. The next section shows why.

Constraints cut down the DOF

A pendulum bob looks like 2 numbers \((x,y)\). But the rigid rod forces a rule — a constraint:

$$x^2+y^2=L^2$$

That one rule removes one freedom:

$$\text{DOF}=2-1=1$$
So one angle \(\theta\) fully describes the bob.
θ L
Two numbers describe the bob, but the rod ties them together.
🔭 Modeller's habit: choose coordinates that already obey the constraints (like \(\theta\)). Then the algebra stays short.

Generalized coordinates \(q\)

Generalized coordinates = the independent variables we choose to describe where the system is. We call them \(q_1, q_2, \dots\) (or just \(q\)).

Rules

  • They can be angles (radians) or distances (metres).
  • We need one coordinate per degree of freedom.
  • A good choice → short equations. A bad choice → a mess.

Examples

SystemNatural \(q\)
Mass on a spring\(x\)
Pendulum\(\theta\)
2-link arm\((\theta_1,\theta_2)\)
🔭 For a robot, \(q\) is simply the list of joint angles. Everything we build points at filling in \(q\) for an arm.

✏️ Try it yourself

For each system, give the number of DOF and a sensible choice of generalized coordinate(s) \(q\):

  1. A train carriage that can only roll along a straight track.
  2. A boat floating on a lake (ignore tilting — it can move on the surface and turn).
  3. A double pendulum: a second rod and bob hung from the bottom of the first.
1. 1 DOF — \(q = s\), the distance along the track. 2. 3 DOF — \(q = (x, y, \phi)\): position on the surface plus the heading angle. 3. 2 DOF — \(q = (\theta_1, \theta_2)\), the two rod angles (each rigid rod is one constraint, like the single pendulum).

Recap — the whole topic on one screen

IdeaWhat you own now
Degrees of freedomThe fewest numbers to fix the system's position
Counting DOF"How few numbers to draw it in one position?"
ConstraintsEach rigid link/rule removes one freedom
Generalized coordinates \(q\)One independent variable per DOF (angle or distance)

Next topic

The state of a system

Knowing the position \(q\) is not enough to predict the future — we also need how fast it is moving. Next we meet the state \([q, \dot q]\).

→ The state of a system