Flexure-based compliant mechanisms are becoming increasingly promising in precision engineering, robotics, and other applications due to the excellent advantages of no friction, no backlash, no wear, and minimal requirement of assembly. Because compliant mechanisms have inherent coupling of kinematic-mechanical behaviors with large deflections and/or complex serial-parallel configurations, the kinetostatic and dynamic analyses are challenging in comparison to their rigid-body counterparts. To address these challenges, a variety of techniques have been reported in a growing stream of publications. This paper surveys and compares the conceptual ideas, key advances, and applicable scopes, and open problems of the state-of-the-art kinetostatic and dynamic modeling methods for compliant mechanisms in terms of small and large deflections. Future challenges are discussed and new opportunities for extended study are highlighted as well. The presented review provides a guide on how to select suitable modeling approaches for those engaged in the field of compliant mechanisms.

Modeling large deflections has been one of the most fundamental problems in the research community of compliant mechanisms. Although many methods are available, there still exists a need for a method that is simple, accurate, and can be applied to a vast variety of large deflection problems. Based on the beam-constraint model (BCM), we propose a new method for modeling large deflections called chained BCM (CBCM), which divides a flexible beam into a few elements and models each element by BCM. The approaches for determining the strain energy stored in a deflected beam and the stress distributed on it are also presented within the framework of CBCM. Several typical examples were analyzed and the results show CBCMs capabilities of modeling various large deflections of flexible beams in compliant mechanisms. Generally, CBCM can serve as an efficient and versatile tool for solving large deflection problems in a variety of compliant mechanisms.

The elliptic integral solution is often considered to be the most accurate method for analyzing large deflections of thin beams in compliant mechanisms. In this paper, a comprehensive solution based on the elliptic integrals is proposed for solving large deflection problems. By explicitly incorporating the number of inflection points and the sign of the end-moment load in the derivation, the comprehensive solution is capable of solving large deflections of thin beams with multiple inflection points and subject to any kinds of load cases. The comprehensive solution also extends the elliptic integral solutions to be suitable for any beam end angle. Deflected configurations of complex modes solved by the comprehensive solution are presented and discussed. The use of the comprehensive solution in analyzing compliant mechanisms is also demonstrated by examples.

The inertia weight is often used to control the global exploration and local exploitation abilities of particle swarm optimizers (PSO). In this paper, a group of strategies with multi-stage linearly-decreasing inertia weight (MLDW) is proposed in order to get better balance between the global and local search. Six most commonly used benchmarks are used to evaluate the MLDW strategies on the performance of PSOs. The results suggest that the PSO with W₅ strategy is a good choice for solving unimodal problems due to its fast convergence speed, and the CLPSO with W₅ strategy is more suitable for solving multimodal problems. Also, W₅-CLPSO can be used as a robust algorithm because it is not sensitive to the complexity of problems for solving.

Understanding and analyzing large and nonlinear deflections are the major challenges of designing compliant mechanisms. Initially, curved beams can offer potential advantages to designers of compliant mechanisms and provide useful alternatives to initially straight beams. However, the literature on analysis and design using such beams is rather limited. This paper presents a general and accurate method for modeling large planar deflections of initially curved beams of uniform cross section, which can be easily adapted to curved beams of various shapes. This method discretizes a curved beam into a few elements and models each element as a circular-arc beam using the beam constraint model (BCM), which is termed as the chained BCM (CBCM). Two different discretization schemes are provided for the method, among which the equal discretization is suitable for circular-arc beams and the unequal discretization is for curved beams of other shapes. Compliant mechanisms utilizing initially curved beams of circular-arc, cosine and parabola shapes are modeled to demonstrate the effectiveness of CBCM for initially curved beams of various shapes. The method is also accurate enough to capture the relevant nonlinear load-deflection characteristics.

Fully compliant bistable mechanisms (FCBMs) have numerous applications in both micro- and macroscale devices, but the nonlinearities associated with the deflections of the flexible members and the kinetostatic behaviors have made it difficult to design. Currently, the design of FCBMs relies heavily on nonlinear finite element modeling. In this paper, an analytical kinetostatic model is developed for FCBMs based on the beam constraint model (BCM) that captures the geometric nonlinearities of beam flexures that undergo relatively small deflections. An improved BCM (i.e., Timoshenko BCM (TBCM)) is derived based on the Timoshenko beam theory in order to include shear effects in the model. The results for three FCBM designs show that the kinetostatic model can successfully identify the bistable behaviors and make reasonable predictions for the locations of the unstable equilibrium points and the stable equilibrium positions. The inclusion of shear effects in the TBCM model significantly improves the prediction accuracy over the BCM model, as compared to the finite element analysis (FEA) results.