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I have no background in Mechanical Engineering.

It's intuitive to use an analogy as this guy demonstrated here @3:48 where he used caster wheels you would see in office chairs where the contact point is ahead of the wheel in relation to the direction of movement which causes the wheel to trail because of, presumably, the friction of the wheel to the ground resisting the movement which causes the wheel to lag behind which eventually causes it to self-center.

What I don't understand is how is caster wheels in an office chair analogy the same as caster angle describe in the following image and in this video?

enter image description here

Fig. 1.

In the following image where the wheel is trailing the contact point above it (the rod) seems the exact opposite of the previous image where the the wheel is ahead of the contact point (the suspension).

enter image description here

Fig. 2.

Update

In an office chair or shopping cart wheel analogy, this is easier to understand as shown in the following illustration.

enter image description here

Fig. 3.

But as mentioned in @NMech's answer, the above illustrates wheel trailing the input force in the diagram which is different from caster angle shown below.

enter image description here

Fig. 4.

I am definitely missing something in that diagram I've made. My intuition sees only where the source of input is coming from whether it's behind the wheel or not determines if it's going to resist rotation or turn around. It's hard for me to see how rotational axis being behind the contact patch or not is going to have the same effect.

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    $\begingroup$ want matters is whether the force of friction (applied at the point where wheel contacts ground) can impart a torque (or moment) about the caster's axis of rotation. if the point of ground contact is on the rotation axis, the lever arm is 0 and thus provides no torque. $\endgroup$
    – Abel
    Commented Dec 18, 2021 at 13:47
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    $\begingroup$ I've numbered your diagarms Fig. 1, 2 and 3, etc. so we can reference them. Your figure 4 is missing the axis of rotation. If it's vertical then the castor point is the red mark as shown and it's exactly the same as the top illustration on Fig. 3. If the axis of rotation is diagonal, like a bike, then the castor point will be to the right of the wheel. $\endgroup$
    – Transistor
    Commented Dec 19, 2021 at 13:21
  • $\begingroup$ The contact point is behind the steering axis in both cases. $\endgroup$
    – Matt Timmermans
    Commented Dec 19, 2021 at 14:33

3 Answers 3

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There are two different concepts there:

  • caster angle
  • caster trail at wheel center

enter image description here

enter image description here

Figure Caster offset

Both the angle and the offset are important to determine the castor offset and the castor point which is the important factor for the stability and self-centering of any wheel.

Edit: (light):

The idea is that you need to project the castor point, and apply the friction force on the contact patch. Then you need to calculate the moment with respect of the castor point.

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  • $\begingroup$ In the middle figure of the three wheels in the question (and my answer) there would be no offset as you have dimensioned the picture. The measurement should be to the ground contact point. $\endgroup$
    – Transistor
    Commented Dec 18, 2021 at 16:10
  • $\begingroup$ @Transistor just drop the centreline of the axle down to the baseline, or measure to the centre of the wheels contact point. $\endgroup$
    – Solar Mike
    Commented Dec 18, 2021 at 20:51
  • $\begingroup$ Thanks for explicitly stating that the two are actually two different concepts. The way I understood the video, the guy seems to conflate the two concepts as if they are the same thing. That confused me. Caster trail at the wheel is easier to understand and intuitive but the caster angle isn't. $\endgroup$
    – supertonsky
    Commented Dec 19, 2021 at 1:38
  • $\begingroup$ @supertonsky (I am afraid I am at home with my kid in quarantine and I've got my hands a bit tied so I won't be able to produce any nice graphs). However you are in the right track, you need to undertstand that the force that produces the turning of the wheel is the friction from the ground (which is opposite to the input force). This is also the big difference from the wheel of a car, because in the case of the car the friction is responsible for propelling the car forward. $\endgroup$
    – NMech
    Commented Dec 19, 2021 at 10:00
  • $\begingroup$ The idea is that you need to project the castor point, and apply the friction force on the contact patch. Then you need to calculate the moment with respect of the castor point. $\endgroup$
    – NMech
    Commented Dec 19, 2021 at 10:19
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enter image description here

Figure 1. The castor point is the intersection of the pivot axis with the floor.

enter image description here

Figure 2. For travel to the right we have three situations: (a) No castor action. (b) Correct castor action as the castor point is ahead of the point of contact of the wheel. (c) Reverse castor action which will be problematic in service.

What matters is where the axis of steering hits the road. For castor action that needs to be ahead of the point of contact between the wheel and the road.

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let's say the caster continues to the ground and intercepts the ground at x in front of the point the tire touches the ground.

The vertical force on the caster, F, and friction reaction on the tire creates a couple causing a torque, impeding the rolling of the wheel. the torqe is $F*x$

This torque turns the wheel until it lines up with the caster. And the torque is zero.

Edit

In response to OP's modified detail:

The moment arm producing the torque is not from the orange ellipse's vertical projection of the green input force in your diagram. It is the contact point "distance" from the axis of the caster. meaning we have to drop a vertical from the wheel's contact point to the extension of the caster, then project that distance on the ground. So it is steel the wheel following the driving force.

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caster torque

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  • $\begingroup$ I get that the wheel "gravitates" towards zero torque which lines it up to the direction of movement. What I don't understand is how caster angle affects this. Or to put it another way, why would negative caster angle be problematic? What would cause it to turn around? $\endgroup$
    – supertonsky
    Commented Dec 19, 2021 at 1:48
  • $\begingroup$ negative caster means the contact point of the wheel is in front of the steering wheel caster. that means the torque is self perpetual. if there is no authority by the steering mechanism the alignment is lost. Or if it's a free swivel chair weel it turns 180 to minimize the torque. $\endgroup$
    – kamran
    Commented Dec 19, 2021 at 2:57
  • $\begingroup$ I've updated the question to further clarify where I'm getting confused about. $\endgroup$
    – supertonsky
    Commented Dec 19, 2021 at 3:22

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