UNIT 1: STRENGTH OF MATERIALS - EXAM-FOCUSED SHORT NOTES
1.0 FUNDAMENTAL CONCEPTS
1.1 Stress and Strain
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Stress (σ): Internal resistance force per unit area. Normal stress acts perpendicular to the area. Shear stress (τ) acts tangentially.
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Tensile stress: $$\displaystyle \sigma = \frac{P}{A} $$ (pulling)
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Compressive stress: $$\displaystyle \sigma = -\frac{P}{A} $$ (pushing)
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Strain (ε): Dimensionless measure of deformation.
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Longitudinal strain: $$\displaystyle \epsilon = \frac{\delta L}{L} $$
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Shear strain (γ): Angular deformation, $$\displaystyle \gamma = \tan \theta \approx \theta $$ (in radians).
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Hooke's Law: For linearly elastic materials, stress is proportional to strain.
$$ \sigma = E \epsilon \quad \text{(Normal stress)} $$
$$ \tau = G \gamma \quad \text{(Shear stress)} $$
> [!TIP] **Exam Alert:** Hooke's Law is the foundation. Remember $E$ (Young's modulus) applies to normal stress/strain, $G$ (Shear modulus) to shear.
1.2 Poisson's Ratio (ν)
- Definition: Ratio of lateral strain to longitudinal strain within elastic limit.
$$ \nu = -\frac{\text{lateral strain}}{\text{longitudinal strain}} $$
Negative sign indicates opposite deformation.
- Volumetric Strain (εᵥ): Change in volume per unit volume for a cubical element.
$$ \epsilon_v = \epsilon_x + \epsilon_y + \epsilon_z $$
For isotropic material under tri-axial stress: $$\displaystyle \epsilon_v = \frac{1}{E}[\sigma_x + \sigma_y + \sigma_z - 2\nu(\sigma_y + \sigma_z + \sigma_x)] $$.
> [!TIP] **Common Pitfall:** Volumetric strain is the **sum** of the three mutually perpendicular linear strains. This is a frequent 7-mark derivation.
1.3 Elastic Moduli Relationships
For a homogeneous, isotropic material:
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Shear Modulus (G): $$\displaystyle G = \frac{\text{Shear stress}}{\text{Shear strain}} $$
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Bulk Modulus (K): $$\displaystyle K = \frac{\text{Hydrostatic pressure}}{\text{Volumetric strain}} = -\frac{p}{\epsilon_v} $$
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Key Relationships:
$$ \boxed{E = 2G(1 + \nu)} $$
$$ \boxed{E = 3K(1 - 2\nu)} $$
$$ \boxed{G = \frac{E}{2(1+\nu)}} $$
> [!TIP] **Memory Aid:** If you know any **two** of (E, G, K, ν), you can find the others. These are **direct formula** questions.
1.4 Strain Energy
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Strain Energy (U): Work done by external loads in deforming a body, stored as potential energy.
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Gradual Loading (Load applied slowly from zero):
$$ U = \frac{1}{2} P \delta = \frac{P^2 L}{2AE} \quad \text{(For axial bar)} $$
$$ U = \frac{1}{2} \int \frac{M^2}{EI} dx \quad \text{(For bending)} $$
$$ U = \frac{1}{2} \int \frac{T^2}{GJ} dx \quad \text{(For torsion)} $$
- Impact/Shock Loading (Load applied suddenly/immediately):
$$ \delta_{\text{max}} = \delta_{\text{static}} \left(1 + \sqrt{1 + \frac{2h}{\delta_{\text{static}}}} \right) $$
where $h$ is height of fall. **Instantaneous stress** $$\displaystyle \sigma_{\text{max}} = E \cdot \epsilon_{\text{max}} $$.
> [!TIP] **Exam Pattern:** Derivation of strain energy for gradual loading (4 marks) and numerical on impact loading (7 marks) are very common. Remember the "sudden load" stress is **double** the static stress if $$\displaystyle h=0 $$.
2.0 AXIAL LOADING
2.1 Uniform Bars
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Axial Stress: $$\displaystyle \sigma = \frac{P}{A} $$ (constant if A constant).
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Elongation/Shortening:
$$ \boxed{\delta = \frac{PL}{AE}} $$
> [!TIP] **Sign Convention:** $$\displaystyle \delta > 0 $$ for elongation (tension), $$\displaystyle \delta < 0 $$ for shortening (compression).
2.2 Composite Bars (Sections of Different Materials)
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Principle: Compatibility of deformations (δ₁ = δ₂ = ... = δ) and Equilibrium of forces (ΣP = Applied load).
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Solution Steps:
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Assume a common deformation $\delta$.
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For each material: $$\displaystyle \delta = \frac{P_i L_i}{A_i E_i} \Rightarrow P_i = \frac{\delta A_i E_i}{L_i} $$.
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Apply force equilibrium: $$\displaystyle \sum P_i = P_{\text{applied}} $$.
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Solve for $\delta$, then find individual stresses $$\displaystyle \sigma_i = P_i/A_i $$.
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Maximum Load: Calculate stress in each material for a given P. The governing condition is the one that reaches its allowable stress first.
[!TIP] Critical Point: In composite bars, strain is equal in series (same length change), stress is equal in parallel (same force). This is a classic 7-mark problem.
2.3 Thermal Stresses
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Free Expansion: $$\displaystyle \delta_{\text{thermal}} = \alpha L \Delta T $$
where $\alpha$ = coefficient of linear expansion, $\Delta T$ = temperature change.
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Restrained Expansion (Bar rigidly fixed):
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Thermal stress develops because expansion is prevented.
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Compressive stress: $$\displaystyle \sigma_{\text{thermal}} = E \alpha \Delta T $$ (if heated).
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Tensile stress if cooled.
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Composite Bars with Temperature Change:
- Case 1 (Rigidly fixed ends): Total strain = 0.
$$ \epsilon_{\text{total}} = \frac{\sigma_1}{E_1} + \alpha_1 \Delta T + \frac{\sigma_2}{E_2} + \alpha_2 \Delta T = 0 $$
Use $$\displaystyle \sum P = 0 $$ to solve for $$\displaystyle \sigma_1, \sigma_2 $$.
* **Case 2 (Free to expand but connected)**: Deformations are compatible ($$\displaystyle \delta_1 = \delta_2 $$), but net force may not be zero.
$$ \frac{P_1 L}{A_1 E_1} + \alpha_1 L \Delta T = \frac{P_2 L}{A_2 E_2} + \alpha_2 L \Delta T $$
Use $$\displaystyle \sum P = P_{\text{external}} $$ to solve.
> [!TIP] **Golden Rule:** Always write the **total strain = mechanical strain + thermal strain**. For a fixed bar, total strain = 0.
2.4 Bars with Varying Cross-Section
- General Formula (for any variation):
$$ \delta = \int_0^L \frac{P}{A(x) E} dx $$
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Uniformly Tapered Circular Bar (diameter varies linearly: $$\displaystyle d(x) = d_1 + \frac{(d_2 - d_1)x}{L} $$):
Area $$\displaystyle A(x) = \frac{\pi}{4} [d(x)]^2 $$.
$$ \delta = \frac{4P}{\pi E (d_2 - d_1)} \left[ \ln \left( \frac{d_2}{d_1} \right) \right] \quad \text{if } d_1 \neq d_2 $$
For **conical bar** ($$\displaystyle d_2 = 0 $$), use limit or integrate directly.
> [!TIP] **Derivation is Key:** You must be able to derive the formula for a tapered bar from the basic integral. This is a **sure 7-mark question**.
3.0 BENDING OF BEAMS
3.1 Pure Bending Theory
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Assumptions:
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Plane sections before bending remain plane after bending.
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Material is homogeneous, isotropic, obeys Hooke's law.
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Stress is purely longitudinal (no shear).
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Radius of curvature is large compared to depth.
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Loading is in the plane of bending.
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Neutral Axis (NA): Line of zero stress/strain. Passes through centroid for symmetric sections.
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Bending Stress Formula:
$$ \boxed{\sigma = \frac{My}{I}} $$
* $M$ = Bending moment at section.
* $y$ = Distance from NA.
* $I$ = Second moment of area about NA.
* **Maximum Stress**: $$\displaystyle \sigma_{\text{max}} = \frac{M}{Z} $$, where $$\displaystyle Z = \frac{I}{y_{\text{max}}} $$ is the **Section Modulus**.
> [!TIP] **Design Formula:** $$\displaystyle \sigma_{\text{max}} \leq \sigma_{\text{allowable}} \Rightarrow M \leq \sigma_{\text{allow}} \cdot Z $$. Section modulus is the key geometric property for bending strength.
3.2 Shear Stress in Beams
- Shear Stress Formula (for horizontal shear):
$$ \boxed{\tau = \frac{VQ}{Ib}} $$
* $V$ = Internal shear force.
* $Q$ = First moment of area **above/below** the point about the NA: $$\displaystyle Q = \int y \, dA $$.
* $I$ = Second moment of area of whole section about NA.
* $b$ = Width of the section at the point where $\tau$ is calculated.
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Distribution:
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Rectangular: Parabolic, max at NA ($$\displaystyle \tau_{\text{max}} = \frac{3}{2} \tau_{\text{avg}} $$).
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Circular: Parabolic, max at NA ($$\displaystyle \tau_{\text{max}} = \frac{4}{3} \tau_{\text{avg}} $$).
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I-Section: Max in web at NA. Flange carries little shear. Shear flow $$\displaystyle q = \tau \cdot t $$ is constant in web.
[!TIP] Plotting: Always sketch the shear stress diagram. For I-beams, show parabolic in web, near zero in flanges.
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3.3 Deflection of Beams
Standard Cases (Memorize these for cantilever & simply supported with UDL/point load):
| Beam Type | Load | Slope at Free End ($\theta$) | Deflection at Free End ($y$) |
|---|---|---|---|
| Cantilever | Point Load $W$ at free end | $$\displaystyle \frac{WL^2}{2EI} $$ | $$\displaystyle \frac{WL^3}{3EI} $$ |
| Cantilever | UDL $w$ over entire span | $$\displaystyle \frac{wL^3}{6EI} $$ | $$\displaystyle \frac{wL^4}{8EI} $$ |
| Simply Supported | Point Load $W$ at midspan | $$\displaystyle \frac{WL^2}{16EI} $$ (at supports) | $$\displaystyle \frac{WL^3}{48EI} $$ |
| Simply Supported | UDL $w$ over entire span | $$\displaystyle \frac{wL^3}{24EI} $$ (at supports) | $$\displaystyle \frac{5wL^4}{384EI} $$ |
3.3.1 Double Integration Method
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$$\displaystyle \frac{d^2y}{dx^2} = \frac{M(x)}{EI} $$
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Integrate twice: $$\displaystyle \frac{dy}{dx} = \int \frac{M}{EI} dx + C_1 $$, $$\displaystyle y = \int \frac{dy}{dx} dx + C_2 $$.
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Apply boundary conditions (e.g., $$\displaystyle y=0 $$ at simple support, $$\displaystyle dy/dx=0 $$ at fixed end) to find $$\displaystyle C_1, C_2 $$.
3.3.2 Macaulay's Method (Step-Function Integration)
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Advantage: Single expression for $M(x)$ for discontinuous loads (point loads, UDL starting/ending at a point) using Macaulay brackets $$\displaystyle \langle x-a \rangle^n $$.
- $$\displaystyle \langle x-a \rangle^0 = 1 $$ for $x \geq a$, $0$ for $$\displaystyle x < a $$.
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Procedure:
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Write $M(x)$ with Macaulay brackets for all loads.
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Integrate $$\displaystyle \frac{M}{EI} $$ once to get slope, twice to get deflection. Do not break the integration at load points.
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Apply boundary conditions (usually at $$\displaystyle x=0 $$ and $$\displaystyle x=L $$) to find constants.
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For deflection at a specific point $$\displaystyle x=a $$, substitute $$\displaystyle x=a $$ after integration.
[!TIP] Macaulay is King: This is the most efficient method for beams with multiple point loads or partial UDLs. It's a frequent 7-mark question. Practice writing the moment equation correctly.
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3.3.3 Area-Moment (Conjugate Beam) Method
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Theorems:
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The slope at a point = $$\displaystyle \frac{1}{EI} \times $$ (Area of M/EI diagram between that point and a fixed point of known slope).
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The deflection at a point = $$\displaystyle \frac{1}{EI} \times $$ (Moment of area of M/EI diagram about that point).
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Conjugate Beam: A "fictitious" beam with the same length, loaded with the M/EI diagram of the real beam. Its shear = slope, bending moment = deflection of the real beam.
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Advantage: No integration, good for finding deflection at a specific point.
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Limitation: Requires known boundary conditions (fixed end has zero slope & deflection; simply supported has zero deflection but non-zero slope).
[!TIP] When to use: Area-moment is great for standard cases or when you need deflection at one point. Double integration/Macaulay is better for equations of slope/deflection along entire beam.
3.4 Application Problems
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Point of Contraflexure: Point where bending moment changes sign ($$\displaystyle M=0 $$). Found from SF/BM diagram or $$\displaystyle M(x)=0 $$.
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Curved Beams (Circular section): Neutral axis does NOT pass through centroid. Formula:
$$ \sigma_\theta = \frac{M}{A e} \left( \frac{1}{r} - \frac{1}{r_n} \right) $$
where $$\displaystyle e = r_c - r_n $$, $$\displaystyle r_n $$ is radius of NA. For a circular section, $$\displaystyle r_n $$ is found from:
$$ \frac{1}{r_n} = \frac{\int \frac{dA}{r}}{A} $$
> [!TIP] **Curved Beam Trap:** For a curved beam, **do not use** $$\displaystyle \sigma = My/I $$. Use the curved beam formula. NA is closer to the center of curvature.
4.0 TORSION OF CIRCULAR SHAFTS
4.1 Pure Torsion Theory
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Assumptions: Circular cross-section remains circular, plane sections remain plane, radial lines remain radial, material homogeneous & elastic.
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Shear Stress Distribution: Linear from center (zero) to outer fiber (max).
$$ \tau = \frac{T r}{J} \quad \Rightarrow \quad \tau_{\text{max}} = \frac{T c}{J} $$
where $T$ = Torque, $r$ = radial distance, $c$ = outer radius, $J$ = Polar moment of inertia.
- Angle of Twist:
$$ \boxed{\theta = \frac{TL}{GJ}} \quad \text{(in radians)} $$
* $L$ = Length, $G$ = Shear modulus.
* **Torsional Rigidity**: $GJ$ (resistance to twist).
> [!TIP] **Analogy to Axial Loading:** $$\displaystyle \theta \leftrightarrow \delta $$, $$\displaystyle T \leftrightarrow P $$, $$\displaystyle GJ \leftrightarrow AE $$.
4.2 Solid and Hollow Shafts
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Polar Moment of Inertia:
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Solid: $$\displaystyle J_s = \frac{\pi d^4}{32} $$
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Hollow: $$\displaystyle J_h = \frac{\pi (D^4 - d^4)}{32} $$
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Comparison for Same Torque & Same Max Stress:
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Same $T$, same $$\displaystyle \tau_{\text{max}} = \frac{Tc}{J} \Rightarrow J \propto c $$.
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For hollow shaft with inner dia $$\displaystyle d = kD $$ ($$\displaystyle k<1 $$):
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$$ \frac{J_h}{J_s} = \frac{1 - k^4}{1/2} = 2(1 - k^4) \quad \text{(since } c_{solid}=D/2, c_{hollow}=D/2\text{)} $$
* **Weight ratio** (same length, same material): $$\displaystyle \frac{W_h}{W_s} = \frac{A_h}{A_s} = \frac{1 - k^2}{1/4} = 4(1 - k^2) $$.
* **Efficiency** (torque capacity per unit weight):
$$ \text{Efficiency} = \frac{T/W}{} \propto \frac{J/c}{A} = \frac{J}{cA} $$
For hollow shaft: $$\displaystyle \frac{J_h}{c_h A_h} = \frac{\pi (D^4 - d^4)/32}{(D/2) \cdot \pi (D^2 - d^2)/4} = \frac{D^2 + d^2}{4D^2} $$
Max when $$\displaystyle d=0 $$ (solid), but hollow transmits more torque for **same weight**.
> [!TIP] **Classic Proof:** "Prove hollow shaft stronger for same weight." Show $$\displaystyle \frac{T_h}{T_s} = \frac{1 + k^2}{1 - k^2} > 1 $$ for $$\displaystyle k>0 $$. For $$\displaystyle d=3D/4 $$ ($$\displaystyle k=0.75 $$), $$\displaystyle \frac{T_h}{T_s} = \frac{1+0.5625}{1-0.5625} = \frac{1.5625}{0.4375} \approx 3.57 $$.
4.3 Stepped Shafts
- Compatibility: Angle of twist at common junctions must be equal (if shafts are connected).
$$ \theta_{AB} = \theta_{BC} = \theta_{CD} $$
$$ \frac{T_{AB} L_{AB}}{G_{AB} J_{AB}} = \frac{T_{BC} L_{BC}}{G_{BC} J_{BC}} = \frac{T_{CD} L_{CD}}{G_{CD} J_{CD}} $$
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Equilibrium: Sum of torques at any section = 0.
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Solution: Use compatibility + equilibrium to find unknown torques, then $$\displaystyle \tau_{\text{max}} = \frac{Tc}{J} $$ in each segment.
[!TIP] Step Shaft Trap: If torques are given at ends and rotations at junctions are specified, use compatibility of rotations (θ's equal) to find internal torques.
4.4 Combined Bending and Torsion
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Stress State: At a point on the shaft surface (critical point):
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Bending stress: $$\displaystyle \sigma_b = \frac{M y}{I} = \frac{M}{Z} $$ (tensile on one side, compressive on other).
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Torsional shear stress: $$\displaystyle \tau_t = \frac{T c}{J} $$ (pure shear on surface).
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Principal Stresses (at surface, $$\displaystyle y=c $$):
$$ \sigma_{1,2} = \frac{\sigma_b}{2} \pm \sqrt{ \left( \frac{\sigma_b}{2} \right)^2 + \tau_t^2 } $$
* If $$\displaystyle \sigma_b $$ is tensile, $$\displaystyle \sigma_1 $$ is more tensile, $$\displaystyle \sigma_2 $$ less tensile/compressive.
* **Maximum Shear Stress**: $$\displaystyle \tau_{\text{max}} = \sqrt{ \left( \frac{\sigma_b}{2} \right)^2 + \tau_t^2 } $$
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Design by Failure Theories:
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Max Principal Stress (Rankine): $$\displaystyle \sigma_1 \leq \frac{\sigma_y}{\text{FOS}} $$
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Max Shear Stress (Guest): $$\displaystyle \tau_{\text{max}} \leq \frac{\sigma_y}{2 \cdot \text{FOS}} $$ (for ductile, yield in shear ≈ half yield in tension).
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Max Distortion Energy (Hencky/von Mises):
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$$ \sigma_{\text{eq}} = \sqrt{ \sigma_1^2 - \sigma_1\sigma_2 + \sigma_2^2 } \leq \frac{\sigma_y}{\text{FOS}} $$
For pure bending + torsion ($$\displaystyle \sigma_2=0 $$): $$\displaystyle \sigma_{\text{eq}} = \sqrt{\sigma_b^2 + 3\tau_t^2} $$.
> [!TIP] **Key Result:** For combined bending & torsion, von Mises equivalent stress is $$\displaystyle \sqrt{\sigma_b^2 + 3\tau_t^2} $$. This is a **very common formula**.
5.0 STRESS TRANSFORMATION AND MOHR’S CIRCLE
5.1 Plane Stress Transformation
- Stress Components on Inclined Plane (angle θ from x-axis):
$$ \sigma_n = \frac{\sigma_x + \sigma_y}{2} + \frac{\sigma_x - \sigma_y}{2} \cos 2\theta + \tau_{xy} \sin 2\theta $$
$$ \tau_{nt} = -\frac{\sigma_x - \sigma_y}{2} \sin 2\theta + \tau_{xy} \cos 2\theta $$
- Proof: Sum of Normal Stresses on Perpendicular Planes is Constant:
$$ \sigma_x + \sigma_y = \sigma_{x'} + \sigma_{y'} = \text{constant} = 2 \times \text{average normal stress} $$
5.2 Principal Stresses and Planes
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Principal Planes: Planes where shear stress is zero.
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Principal Stresses ($$\displaystyle \sigma_1, \sigma_2 $$): Normal stresses on principal planes (max & min).
$$ \sigma_{1,2} = \frac{\sigma_x + \sigma_y}{2} \pm \sqrt{ \left( \frac{\sigma_x - \sigma_y}{2} \right)^2 + \tau_{xy}^2 } $$
- Orientation of Principal Planes:
$$ \tan 2\theta_p = \frac{2\tau_{xy}}{\sigma_x - \sigma_y} $$
- Maximum Shear Stress:
$$ \tau_{\text{max}} = \frac{\sigma_1 - \sigma_2}{2} = \sqrt{ \left( \frac{\sigma_x - \sigma_y}{2} \right)^2 + \tau_{xy}^2 } $$
Occurs on planes inclined at $$\displaystyle 45^\circ $$ to principal planes.
5.3 Mohr’s Circle of Stresses
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Construction:
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Plot point $$\displaystyle X(\sigma_x, \tau_{xy}) $$ and $$\displaystyle Y(\sigma_y, -\tau_{xy}) $$ on σ-τ plane.
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Line XY is a diameter. Center $$\displaystyle C = ((\sigma_x+\sigma_y)/2, 0) $$.
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Radius $$\displaystyle R = \sqrt{ ((\sigma_x-\sigma_y)/2)^2 + \tau_{xy}^2 } $$.
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Circle: $$\displaystyle (\sigma - \sigma_{avg})^2 + \tau^2 = R^2 $$.
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Readings:
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Principal Stresses: Points on σ-axis (τ=0) → $$\displaystyle \sigma_1, \sigma_2 $$.
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Max Shear Stress: Top/bottom of circle → $$\displaystyle \tau_{\text{max}} = R $$.
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Stress on plane at angle θ: Move 2θ from X-axis (counterclockwise for +θ).
[!TIP] Mohr's Circle Rule: On Mohr's circle, angles are doubled. Physical plane angle θ corresponds to 2θ on circle. Sign convention: +τ on +x face causes counterclockwise rotation of element → plot +τ upward.
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5.4 Special Cases
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Pure Shear: $$\displaystyle \sigma_x = \sigma_y = 0 $$, $$\displaystyle \tau_{xy} = \tau $$.
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Principal Stresses: $$\displaystyle \sigma_1 = +\tau $$, $$\displaystyle \sigma_2 = -\tau $$.
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Conclusion: Pure shear is equivalent to equal tensile and compressive stresses on planes at 45°.
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Two Perpendicular Tensile Stresses ($$\displaystyle \sigma_x, \sigma_y > 0 $$, $$\displaystyle \tau_{xy}=0 $$):
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Principal Stresses: $$\displaystyle \sigma_1 = \max(\sigma_x,\sigma_y) $$, $$\displaystyle \sigma_2 = \min(\sigma_x,\sigma_y) $$.
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Plane of Maximum Obliquity: Angle where angle between resultant stress and normal is maximum.
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$$ \tan \phi_{\text{max}} = \frac{\tau_{\text{max}}}{\sigma_{\text{avg}}} = \frac{|\sigma_x - \sigma_y|/2}{(\sigma_x+\sigma_y)/2} = \left| \frac{\sigma_x - \sigma_y}{\sigma_x + \sigma_y} \right| $$
Occurs on planes at $$\displaystyle 45^\circ $$ to principal planes.
6.0 THEORIES OF FAILURE
| Theory | Criterion | Suitable For | Formula (for 3D stress) | Key Application |
|---|---|---|---|---|
| Max Principal Stress (Rankine) | $$\displaystyle \sigma_1 \leq \sigma_y $$ (or $$\displaystyle \sigma_{\text{ult}} $$) | Brittle materials (cast iron, concrete) | $$\displaystyle \sigma_1 = \frac{\sigma_y}{\text{FOS}} $$ | Thin-walled pressure vessels (hoop & axial stresses). |
| Max Shear Stress (Guest) | $$\displaystyle \tau_{\text{max}} \leq \frac{S_{sy}}{2} $$ or $$\displaystyle \frac{\sigma_y}{2} $$ | Ductile materials (steel, Al) | $$\displaystyle \tau_{\text{max}} = \frac{\sigma_1 - \sigma_3}{2} \leq \frac{\sigma_y}{2 \cdot \text{FOS}} $$ | Bolts under axial + shear. |
| Max Distortion Energy (Hencky/von Mises) | $$\displaystyle \sigma_{\text{eq}} \leq \sigma_y $$ | Ductile materials (most accurate) | $$\displaystyle \sigma_{\text{eq}} = \sqrt{\frac{(\sigma_1-\sigma_2)^2+(\sigma_2-\sigma_3)^2+(\sigma_3-\sigma_1)^2}{2}} \leq \frac{\sigma_y}{\text{FOS}} $$ | Shafts under bending + torsion. |
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For 2D Stress ($$\displaystyle \sigma_3=0 $$):
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Guest: $$\displaystyle \frac{\sigma_1 - \sigma_2}{2} \leq \frac{\sigma_y}{2} $$
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Hencky: $$\displaystyle \sigma_{\text{eq}} = \sqrt{\sigma_1^2 - \sigma_1\sigma_2 + \sigma_2^2} \leq \sigma_y $$
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Comparison:
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For pure shear: Guest gives $$\displaystyle \tau_{\text{allow}} = \sigma_y/2 $$, Hencky gives $$\displaystyle \tau_{\text{allow}} = \sigma_y/\sqrt{3} \approx 0.577\sigma_y $$.
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For hydrostatic stress: All theories agree (no failure).
[!TIP] Decision Tree:
- Brittle material? → Use Rankine.
- Ductile material? → Use Hencky (von Mises) for accuracy. Guest is conservative.
- Pressure vessel (thin-walled)? → Rankine (hoop & axial stresses are principal).
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7.0 COLUMNS AND BUCKLING
7.1 Euler’s Buckling Theory
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Assumptions:
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Column is perfectly straight, homogeneous, isotropic.
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Load is axial, centroidal.
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Material obeys Hooke's law (stress < proportional limit).
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Column is long (slenderness ratio high).
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Buckling occurs in the plane of least stiffness.
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Euler's Crippling Load:
$$ \boxed{P_{cr} = \frac{\pi^2 EI}{(L_e)^2}} $$
where $$\displaystyle L_e $$ = **Effective Length**.
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Effective Length ($$\displaystyle L_e $$):
| End Condition | $$\displaystyle L_e $$ | $$\displaystyle L_e / L $$ | | :--- | :--- | :--- | | Both ends pinned (hinged) | $L$ | 1.0 | | Both ends fixed | $L/2$ | 0.5 | | One end fixed, other free | $2L$ | 2.0 | | One end fixed, other pinned | $L/\sqrt{2}$ | 0.707 |
7.2 Crippling Load & Slenderness Ratio
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Crippling Load ($$\displaystyle P_{cr} $$): Minimum axial load causing buckling.
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Slenderness Ratio ($\lambda$):
$$ \lambda = \frac{L_e}{r} \quad \text{where } r = \sqrt{\frac{I}{A}} \text{ (radius of gyration)} $$
* High $\lambda$ → Euler's formula valid (elastic buckling).
* Low $\lambda$ → Material yields before buckling (use Rankine).
7.3 Rankine’s Formula (for Intermediate Columns)
- Formula:
$$ \frac{1}{P_{cr}} = \frac{1}{P_e} + \frac{1}{P_y} \quad \Rightarrow \quad P_{cr} = \frac{P_y}{1 + a (L_e/r)^2} $$
where:
* $$\displaystyle P_e = \pi^2 E / (L_e/r)^2 $$ (Euler load)
* $$\displaystyle P_y = \sigma_y A $$ (Yield load)
* $a$ = Rankine constant ($$\displaystyle a = \sigma_y / \pi^2 E $$ for ideal column).
- Transition Length: Length where $$\displaystyle P_e = P_y $$.
$$ \left( \frac{L_e}{r} \right)_{\text{crit}} = \sqrt{\frac{\pi^2 E}{\sigma_y}} $$
> [!TIP] **When to use what:**
> * If $$\displaystyle L_e/r > \left( L_e/r \right)_{\text{crit}} $$ → **Euler** (long column).
> * If $$\displaystyle L_e/r < \left( L_e/r \right)_{\text{crit}} $$ → **Rankine** (short/intermediate column).
> * **Shortest length for Euler applicability**: $$\displaystyle L_{\text{min}} = \left( L_e/r \right)_{\text{crit}} \times r $$.
7.4 Application Problems
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Safe Load: $$\displaystyle P_{\text{safe}} = \frac{P_{cr}}{\text{FOS}} $$ (Euler) or $$\displaystyle \frac{P_{\text{Rankine}}}{\text{FOS}} $$.
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Required Dimensions: Given $P$, find $I$ or $r$ from buckling formula, then relate to cross-section geometry.
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Columns with Different End Conditions about Different Axes (e.g., rectangular section):
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Compute $$\displaystyle I_{xx} $$, $$\displaystyle I_{yy} $$ → $$\displaystyle r_{xx} $$, $$\displaystyle r_{yy} $$.
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Compute $$\displaystyle \lambda_x = L_{e,x}/r_{xx} $$, $$\displaystyle \lambda_y = L_{e,y}/r_{yy} $$.
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Buckling occurs about the axis with higher slenderness ratio (lower $r$ or higher $$\displaystyle L_e $$).
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Use that $\lambda$ in Euler/Rankine formula.
[!TIP] Rectangular Column Trap: For a $b \times d$ column ($$\displaystyle d > b $$), $$\displaystyle I_{min} = bd^3/12 $$ about the axis parallel to $b$. Buckling will be about the weaker axis (smaller $I$). Always check both axes.
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8.0 SPECIAL TOPICS (Recurring in Exams)
8.1 Strain Energy Relationships
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Strain Energy due to Gradual Loading: $$\displaystyle U = \frac{1}{2} \times \text{load} \times \text{deformation} $$.
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Strain Energy in Shafts (torsion):
$$ U = \frac{T^2 L}{2GJ} = \frac{\tau^2}{2G} \times \text{Volume} $$
* **Maximum strain energy stored** in solid shaft: $$\displaystyle U_{\text{max}} = \frac{\tau_{\text{allow}}^2}{2G} \cdot \frac{\pi d^2}{4} L $$.
8.2 Shear Stress in Circular Sections (Derivation)
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Consider a circular shaft of radius $c$, torque $T$.
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Shear stress at radius $r$: $$\displaystyle \tau = \frac{T r}{J} $$ (linear distribution).
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Derivation from first principles: Assume $\tau \propto r$ (from Hooke's law & geometry). Equate total torque:
$$ T = \int_0^c \tau \cdot 2\pi r dr \cdot r = 2\pi \int_0^c \tau r^2 dr $$
With $$\displaystyle \tau = k r $$, solve for $k$, get $$\displaystyle \tau = \frac{T r}{J} $$.
> [!TIP] **Plot:** Shear stress vs. $r$ is a straight line from 0 at center to $$\displaystyle \tau_{\text{max}} $$ at $$\displaystyle r=c $$.
8.3 Area-Moment Method: Advantages & Limitations
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Advantages:
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No integration/differentiation needed after M/EI diagram is drawn.
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Quick for finding slope/deflection at specific points.
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Geometrical interpretation (areas & centroids).
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Limitations:
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Requires known slope/deflection at one point (usually fixed end).
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Difficult for discontinuous M/EI diagrams (needs separate areas).
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Less straightforward for obtaining equations of deflection curve along entire beam (compared to Macaulay).
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8.4 Quarter-Fourth Rule
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Used to approximate moment of inertia of built-up sections (like I-beams with flanges & web).
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Rule: Calculate $I$ about NA by summing $I$ of each rectangle about its own centroid + $$\displaystyle A d^2 $$ (parallel axis), but neglect the flange/web junctions (i.e., assume no material in the quarter-fourth regions near NA).
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Purpose: Simplifies calculation; gives slightly conservative (lower) $I$ value.
8.5 Curved Beams: Neutral Axis Position
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For a curved beam of circular section, NA does not pass through centroid.
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Location from center of curvature:
$$ \frac{1}{r_n} = \frac{\int \frac{dA}{r}}{A} = \frac{A_c}{A \cdot r_c} \quad \text{(for circular section)} $$
where $$\displaystyle A_c $$ is area of cross-section, $$\displaystyle r_c $$ is distance from center of curvature to centroid.
- Bending Stress Formula:
$$ \sigma_\theta = \frac{M}{A e} \left( \frac{1}{r} - \frac{1}{r_n} \right) $$
where $$\displaystyle e = r_c - r_n $$.
> [!TIP] **Key Difference:** In straight beams, $\sigma \propto y$. In curved beams, $$\displaystyle \sigma \propto (1/r - 1/r_n) $$. **NA is closer to the center of curvature** than the centroid.
SUMMARY OF HIGH-FREQUENCY TOPICS FROM PAST PAPERS:
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Composite Bars (stress & deformation compatibility) – Every paper.
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Thermal Stresses (especially composite bars with temp change) – Very frequent.
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Tapered Bar Elongation (derivation) – Every paper.
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Beam Deflection (Macaulay's method, area-moment, standard cases) – Every paper.
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Solid vs Hollow Shaft (comparison for same torque/weight) – Every paper.
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Stepped Shafts (torque & angle of twist) – Frequent.
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Combined Bending & Torsion (principal stresses, failure theories) – Every paper.
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Mohr's Circle (construction, principal stresses) – Every paper.
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Failure Theories (Rankine, Guest, Hencky – comparison & application) – Every paper.
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Euler's Buckling (derivation for different end conditions, effective length) – Every paper.
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Rankine's Formula (for intermediate columns) – Frequent.
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Curved Beams (NA position) – Frequent.
\boxed{\text{END OF UNIT 1 NOTES}}