UNIT 4: STRENGTH OF MATERIALS - EXAM-FOCUSED SHORT NOTES
1. Fundamental Material Properties & Axial Deformation
Elastic Constants & Relationships
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Young's Modulus (E): Ratio of normal stress to normal strain ($$\displaystyle E = \sigma/\epsilon $$).
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Shear Modulus (G): Ratio of shear stress to shear strain ($$\displaystyle G = \tau/\gamma $$).
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Bulk Modulus (K): Ratio of hydrostatic stress to volumetric strain ($$\displaystyle K = p/\epsilon_v $$).
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Poisson's Ratio (ν): Negative ratio of lateral to longitudinal strain ($$\displaystyle \nu = -\epsilon_{lat}/\epsilon_{long} $$).
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Key Relationships:
$$G = \frac{E}{2(1+\nu)}, \quad K = \frac{E}{3(1-2\nu)}$$
[!TIP] For isotropic materials, $$\displaystyle 0 < \nu < 0.5 $$. Typical values: steel $\nu \approx 0.3$, rubber $\nu \approx 0.5$.
Composite Bars (Multi-Material Systems)
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Compatibility: Deformation ($\delta$) is same for all segments in series.
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Equilibrium: Total load $$\displaystyle P = \sum P_i $$.
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Stress in each material: $$\displaystyle \sigma_i = P_i / A_i $$, but $$\displaystyle \delta = \sum (\sigma_i L_i)/(E_i A_i) $$ must be equal.
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Maximum load determination: Check both stress limits ($$\displaystyle \sigma_i \leq \sigma_{allow,i} $$) and deformation limits ($$\displaystyle \delta \leq \delta_{allow} $$). The governing condition gives $$\displaystyle P_{max} $$.
Axial Deformation of Bars with Varying Cross-Section
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Stepped bar: Deformation $$\displaystyle \delta = \sum \frac{P L_i}{E_i A_i} $$ for each step.
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Tapered bar (circular, diameter varies linearly):
Let diameter $$\displaystyle d(x) = d_1 + \frac{(d_2 - d_1)}{L}x $$. Area $$\displaystyle A(x) = \frac{\pi}{4} d(x)^2 $$.
$$\delta = \int_0^L \frac{P}{E A(x)} dx = \frac{4P}{\pi E} \int_0^L \frac{dx}{[d_1 + kx]^2}, \quad k = \frac{d_2-d_1}{L}$$
$$\boxed{\delta = \frac{4PL}{\pi E (d_1 d_2)} \quad \text{for linear taper}}$$
[!TIP] For a conical bar (tapering from $D$ to $0$), use $$\displaystyle d_2=0 $$ → formula diverges. Actual deformation finite: $$\displaystyle \delta = \frac{4PL}{\pi E D^2} $$.
Thermal Stresses in Composite Systems
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Free expansion: $$\displaystyle \delta_T = \alpha \Delta T L $$.
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If restrained: Stress $$\displaystyle \sigma = E \alpha \Delta T $$ (if fully constrained).
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Composite bar (two materials): Thermal force $P$ develops such that total deformation zero:
$$\delta_{mech} + \delta_{thermal} = 0 \Rightarrow \frac{P L}{E_1 A_1} + \frac{P L}{E_2 A_2} + \alpha_1 \Delta T L + \alpha_2 \Delta T L = 0$$
Solve for $P$, then $$\displaystyle \sigma_1 = P/A_1 $$, $$\displaystyle \sigma_2 = P/A_2 $$.
Strain Energy
- Gradual loading (load applied slowly from 0 to $P$):
$$U = \int_0^P \delta \, dP = \frac{P^2 L}{2 E A} = \frac{1}{2} P \delta$$
- Impact loading (weight $W$ falls height $h$ onto collar):
$$\delta_{max} = \delta_{static} \left(1 + \sqrt{1 + \frac{2h}{\delta_{static}}}\right), \quad P_{max} = \frac{U}{\delta_{max}}$$
where $$\displaystyle \delta_{static} = \frac{W L}{E A} $$.
[!TIP] Strain energy density $$\displaystyle u = \frac{\sigma^2}{2E} $$ for uniaxial stress.
Bars with Rigid Supports
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Use deformation compatibility and equilibrium.
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Example: Bar fixed between two rigid walls, load applied internally → reactions adjust so net deformation zero.
2. Beam Bending, Shear, and Deflection
Shear Force & Bending Moment Diagrams
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Sign convention: Sagging BM (+), clockwise SF (+).
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Relationship:
$$\frac{dM}{dx} = V, \quad \frac{dV}{dx} = -w(x)$$
$$\frac{d^2M}{dx^2} = -w(x)$$
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Point of contraflexure: Where $$\displaystyle M=0 $$ (BM changes sign).
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Overhanging beams: SFD may have negative regions; BMD may have positive and negative moments.
Assumptions of Simple Bending Theory
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Beam initially straight, homogeneous, isotropic.
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Cross-sections remain plane and perpendicular to neutral axis (Bernoulli's hypothesis).
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Material obeys Hooke's law ($\sigma \propto \epsilon$).
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Radius of curvature large compared to depth.
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Pure bending (no shear force) or shear effects negligible on normal stress.
Deflection Methods
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Macaulay's Method (Step-Function Integration):
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Write $$\displaystyle EI \frac{d^2y}{dx^2} = M(x) $$ using Macaulay brackets $$\displaystyle \langle x-a \rangle^n $$.
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Integrate twice: $$\displaystyle EI \frac{dy}{dx} = \int M(x) dx + C_1 $$, $$\displaystyle EI y = \iint M(x) dx^2 + C_1 x + C_2 $$.
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Apply boundary conditions (deflection/slope zero at supports) to find constants.
[!TIP] Advantage: Single expression for $M(x)$ even with discontinuous loads. Use $$\displaystyle \langle x-a \rangle^0 = 1 $$ for $$\displaystyle x>a $$, else 0.
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Area-Moment Method (Theorems):
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Theorem 1: Slope at $A$ = $$\displaystyle \frac{1}{EI} \times $$ (area of $M/EI$ diagram between $A$ and $B$), taken about $B$.
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Theorem 2: Deflection at $A$ relative to $B$ = $$\displaystyle \frac{1}{EI} \times $$ (moment of area of $M/EI$ diagram between $A$ and $B$), taken about $A$.
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Apply to cantilevers and simply supported beams with standard load cases.
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Maximum Bending Stress & Section Modulus
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$$\displaystyle \sigma_{max} = \frac{M_{max}}{Z} $$, where $$\displaystyle Z = \frac{I}{y_{max}} $$ (section modulus).
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Rectangular section: $$\displaystyle Z = \frac{b d^2}{6} $$.
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I-section: $$\displaystyle Z \approx \frac{I}{y_{max}} $$ about strong axis.
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Design: Choose $$\displaystyle Z \geq M_{max}/\sigma_{allow} $$.
Shear Stress in Beams
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Formula: $$\displaystyle \tau = \frac{V Q}{I b} $$, where $Q$ = first moment of area above/below point about NA.
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Rectangular section ($b \times d$):
$$\tau_{max} = \frac{3V}{2bd} = 1.5 \tau_{avg}, \quad \text{at NA}$$
Parabolic distribution, zero at top/bottom.
- Circular section ($D$):
$$\tau_{max} = \frac{4V}{3A} = \frac{16V}{3\pi D^2}, \quad \text{at NA}$$
- Quarter-Fourth Rule (Rectangular): Max shear at NA = 1.5×avg; at $$\displaystyle y = d/4 $$ from NA, $$\displaystyle \tau \approx 0.75 \tau_{max} $$.
Composite Beams (Transformed Section Method)
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Transform one material to equivalent area of other using $$\displaystyle n = E_1/E_2 $$.
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Find neutral axis from transformed section: $$\displaystyle \bar{y}_{NA} = \frac{\sum (n_i A_i y_i)}{\sum n_i A_i} $$.
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Calculate bending stress in each material:
$$\sigma_i = \frac{M y_i}{I_{trans}} \cdot \frac{1}{n_i} \quad \text{(if transformed to material 1)}$$
[!TIP] Ensure compatibility of strains: $\epsilon$ same at same $y$, so $$\displaystyle \sigma_1/E_1 = \sigma_2/E_2 $$.
Curved Beams (Circular Section)
- Neutral axis NOT at centroid. Radius of curvature $R$ of NA:
$$R_{NA} = \frac{A}{\int \frac{dA}{r}}$$
- For circular section of radius $$\displaystyle r_s $$, under pure moment $M$:
$$\sigma_\theta = \frac{M}{A e (r_n)} \left(1 + \frac{e}{r_n - y}\right)$$
where $$\displaystyle e = R - r_n $$, $$\displaystyle r_n $$ = radius of NA, $y$ measured from NA.
- Maximum stress at inner/outer fibers.
3. Torsion of Circular Shafts
Solid Circular Shaft
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Shear stress: $$\displaystyle \tau = \frac{T \rho}{J} $$, max at outer surface: $$\displaystyle \tau_{max} = \frac{T}{Z_p} $$, $$\displaystyle Z_p = J/c = \frac{\pi D^3}{16} $$.
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Angle of twist: $$\displaystyle \theta = \frac{T L}{G J} $$, $$\displaystyle J = \frac{\pi D^4}{32} $$.
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Torsional rigidity: $GJ$.
Hollow Circular Shaft
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$$\displaystyle J = \frac{\pi}{32} (D^4 - d^4) $$, $$\displaystyle Z_p = \frac{J}{D/2} = \frac{\pi (D^4 - d^4)}{16 D} $$.
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Comparison with solid shaft (same material, same max stress):
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Solid: $$\displaystyle T_s = \tau_{allow} \cdot \frac{\pi D_s^3}{16} $$.
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Hollow: $$\displaystyle T_h = \tau_{allow} \cdot \frac{\pi (D^4 - d^4)}{16 D} $$.
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For same weight (same volume/length): $$\displaystyle \frac{\pi}{4} D_s^2 = \frac{\pi}{4}(D^2 - d^2) \Rightarrow D_s^2 = D^2 - d^2 $$.
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Let $$\displaystyle d = kD $$ (e.g., $$\displaystyle k=0.75 $$). Then:
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$$\frac{T_h}{T_s} = \frac{(1 - k^4)}{(1 - k^2)^{3/2}} > 1 \quad \text{for } 0<k<1$$
> [!TIP] **Proof**: For $$\displaystyle d = 0.75D $$, $$\displaystyle T_h/T_s \approx 1.18 $$. Hollow shaft carries ~18% more torque for same weight.
Combined Bending & Torsion
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Stresses: Bending gives $$\displaystyle \sigma = \pm M/Z $$, torsion gives $$\displaystyle \tau = T/Z_p $$.
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Principal stresses (2D, $$\displaystyle \sigma_z=0 $$):
$$\sigma_{1,2} = \frac{\sigma}{2} \pm \sqrt{\left(\frac{\sigma}{2}\right)^2 + \tau^2}$$
where $$\displaystyle \sigma = M/Z $$ (tensile/compressive).
- Maximum shear stress:
$$\tau_{max} = \sqrt{\left(\frac{\sigma}{2}\right)^2 + \tau^2}$$
Shaft Design under Combined Loading
- Maximum Shear Stress Theory (Tresca):
$$\tau_{max} \leq \frac{\tau_{allow}}{FOS} \quad \text{or} \quad \frac{\sigma_1 - \sigma_2}{2} \leq \frac{\sigma_y}{2 \cdot FOS}$$
- Maximum Distortion Energy Theory (von Mises):
$$\sigma_{eq} = \sqrt{\sigma_1^2 - \sigma_1\sigma_2 + \sigma_2^2} \leq \frac{\sigma_y}{FOS}$$
For pure bending + torsion ($$\displaystyle \sigma_1 = \sigma $$, $$\displaystyle \sigma_2 = -\sigma $$ or 0 depending on sign):
$$\sigma_{eq} = \sqrt{\sigma^2 + 3\tau^2} \leq \frac{\sigma_y}{FOS}$$
[!TIP] von Mises is more accurate for ductile materials; Tresca conservative.
Composite Shafts (Stepped, Different Materials)
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Torque equilibrium: $$\displaystyle T_{in} = T_{out} $$ (if no torque between sections).
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Angle of twist compatibility: $$\displaystyle \theta_1 = \theta_2 $$ if connected in series.
$$\theta = \frac{T_1 L_1}{G_1 J_1} = \frac{T_2 L_2}{G_2 J_2}$$
- Solve for unknown torques or angles.
4. Stress Transformation & Mohr's Circle
Stress Transformation Equations (2D)
For plane stress with $$\displaystyle \sigma_x, \sigma_y, \tau_{xy} $$:
- Normal stress on plane at $\theta$:
$$\sigma_{x'} = \frac{\sigma_x + \sigma_y}{2} + \frac{\sigma_x - \sigma_y}{2} \cos 2\theta + \tau_{xy} \sin 2\theta$$
- Shear stress:
$$\tau_{x'y'} = -\frac{\sigma_x - \sigma_y}{2} \sin 2\theta + \tau_{xy} \cos 2\theta$$
Mohr's Circle Construction
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Plot $$\displaystyle X(\sigma_x, \tau_{xy}) $$, $$\displaystyle Y(\sigma_y, -\tau_{xy}) $$ (note sign of $$\displaystyle \tau_{xy} $$).
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Center $$\displaystyle C = ((\sigma_x+\sigma_y)/2, 0) $$.
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Radius $$\displaystyle R = \sqrt{\left(\frac{\sigma_x-\sigma_y}{2}\right)^2 + \tau_{xy}^2} $$.
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Principal stresses: $$\displaystyle \sigma_{1,2} = \sigma_{avg} \pm R $$.
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Max shear stress: $$\displaystyle \tau_{max} = R $$ (on planes at $$\displaystyle 45^\circ $$ to principal planes).
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Angle $2\theta$ measured from $X$-axis to line $CX$.
Principal Planes & Stresses
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Principal planes: Planes where $$\displaystyle \tau_{x'y'}=0 $$, $$\displaystyle \sigma = \sigma_{1,2} $$.
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Maximum shear stress planes: At $$\displaystyle 45^\circ $$ to principal planes; $$\displaystyle \tau_{max} = (\sigma_1 - \sigma_2)/2 $$.
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Pure shear state: $$\displaystyle \sigma_x = \sigma_y = 0 $$, $$\displaystyle \tau_{xy} = \tau $$ → $$\displaystyle \sigma_1 = \tau $$, $$\displaystyle \sigma_2 = -\tau $$ (tension & compression at $$\displaystyle 45^\circ $$).
Applications of Mohr's Circle
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Stress on any inclined plane: Read $\sigma$, $\tau$ at angle $2\theta$ from $X$-axis.
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Maximum obliquity: $$\displaystyle \tan \phi_{max} = \tau_{max}/\sigma_{avg} $$.
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Graphical solution: Avoids trigonometry.
[!TIP] Common Pitfall: On Mohr's circle, $\theta$ is double the physical angle. Shear sign: $$\displaystyle \tau_{xy} $$ positive causes clockwise rotation of element → plot $Y$ with $$\displaystyle -\tau_{xy} $$.
5. Theories of Failure & Factor of Safety
Ductile vs. Brittle Materials
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Ductile (steel, Al): Significant plastic deformation before failure. Use Tresca or von Mises.
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Brittle (cast iron, concrete): Little plastic deformation, fails by cleavage. Use Rankine (max principal stress).
Maximum Principal Stress Theory (Rankine)
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Statement: Failure occurs when max principal stress reaches ultimate stress in simple tension.
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Formula:
$$\sigma_1 \leq \frac{\sigma_{ult}}{FOS} \quad \text{(tension)}$$
$$\sigma_3 \geq -\frac{\sigma_{ult,c}}{FOS} \quad \text{(compression)}$$
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Application: Brittle materials, pressure vessels (thick), concrete.
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Factor of Safety: $$\displaystyle FOS = \sigma_{ult}/\sigma_1 $$.
Maximum Shear Stress Theory (Tresca)
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Statement: Failure when max shear stress equals shear stress at yield in simple tension.
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Formula:
$$\tau_{max} = \frac{|\sigma_1 - \sigma_2|}{2} \leq \frac{\sigma_y}{2 \cdot FOS}$$
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Application: Ductile materials, conservative.
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For pure shear: $$\displaystyle \sigma_y = 2\tau_y $$.
Maximum Distortion Energy Theory (von Mises)
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Statement: Failure when distortion energy per unit volume reaches that at yield in simple tension.
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Derivation: $$\displaystyle U_d = \frac{1}{12G}(\sigma_1-\sigma_2)^2 + (\sigma_2-\sigma_3)^2 + (\sigma_3-\sigma_1)^2) $$.
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Formula:
$$\sigma_{eq} = \sqrt{\frac{(\sigma_1-\sigma_2)^2 + (\sigma_2-\sigma_3)^2 + (\sigma_3-\sigma_1)^2}{2}} \leq \frac{\sigma_y}{FOS}$$
For 2D ($$\displaystyle \sigma_3=0 $$):
$$\sigma_{eq} = \sqrt{\sigma_1^2 - \sigma_1\sigma_2 + \sigma_2^2}$$
- Application: Ductile materials, more accurate than Tresca.
Comparison of Theories
| Theory | Ductile | Brittle | Formula (2D) |
|---|---|---|---|
| Rankine | ❌ | ✅ | $$\displaystyle \sigma_1 \leq \sigma_y/FOS $$ |
| Tresca | ✅ | ❌ | $$\displaystyle |\sigma_1-\sigma_2|/2 \leq \sigma_y/(2FOS) $$ |
| von Mises | ✅ | ❌ | $$\displaystyle \sqrt{\sigma_1^2-\sigma_1\sigma_2+\sigma_2^2} \leq \sigma_y/FOS $$ |
Application to Thin-Walled Pressure Vessels
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Hoop stress: $$\displaystyle \sigma_h = \frac{p r}{t} $$ (longitudinal $$\displaystyle \sigma_l = \frac{p r}{2t} $$).
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Design thickness:
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Rankine: $$\displaystyle \frac{p r}{t} \leq \frac{\sigma_y}{FOS} \Rightarrow t \geq \frac{p r FOS}{\sigma_y} $$.
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Tresca: $$\displaystyle \tau_{max} = \frac{\sigma_h - \sigma_l}{2} = \frac{p r}{4t} \leq \frac{\sigma_y}{2 FOS} \Rightarrow t \geq \frac{p r FOS}{2 \sigma_y} $$.
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von Mises: $$\displaystyle \sigma_{eq} = \sqrt{\sigma_h^2 - \sigma_h \sigma_l + \sigma_l^2} = \frac{p r}{t} \sqrt{\frac{3}{4}} \leq \frac{\sigma_y}{FOS} \Rightarrow t \geq \frac{\sqrt{3} p r FOS}{2 \sigma_y} $$.
[!TIP] von Mises gives thinnest wall, Tresca thickest for same FOS.
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Factor of Safety for Combined Stresses
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Given axial stress $$\displaystyle \sigma_a $$ and shear $\tau$:
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Rankine: $$\displaystyle \sigma_{max} = \sigma_a + \sqrt{\tau^2} \leq \sigma_y/FOS $$? No—Rankine uses principal stresses. Compute $$\displaystyle \sigma_{1,2} $$ first.
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Tresca: $$\displaystyle \tau_{max} = \sqrt{(\sigma_a/2)^2 + \tau^2} \leq \sigma_y/(2FOS) $$.
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von Mises: $$\displaystyle \sigma_{eq} = \sqrt{\sigma_a^2 + 3\tau^2} \leq \sigma_y/FOS $$.
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Example: Bolt under axial $P$ and shear $V$ → $$\displaystyle \sigma = P/A $$, $$\displaystyle \tau = V/A $$. Apply theories.
6. Column Buckling & Stability
Euler's Buckling Load
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Differential equation: $$\displaystyle EI \frac{d^2y}{dx^2} = -M = -P y $$.
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General solution: $$\displaystyle y = A \sin(kx) + B \cos(kx) $$, $$\displaystyle k = \sqrt{P/(EI)} $$.
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Boundary conditions determine $$\displaystyle P_{cr} $$.
Effective Length $$\displaystyle (L_e) $$ & End Conditions
| End Condition | $$\displaystyle L_e $$ | $$\displaystyle P_{cr} = \frac{\pi^2 EI}{L_e^2} $$ |
|---|---|---|
| Both ends pinned (hinged) | $L$ | $$\displaystyle \frac{\pi^2 EI}{L^2} $$ |
| Both ends fixed | $L/2$ | $$\displaystyle \frac{4\pi^2 EI}{L^2} $$ |
| One end fixed, other pinned | $0.7L$ | $$\displaystyle \frac{2.046\pi^2 EI}{L^2} $$ |
| Both ends free | $2L$ | $$\displaystyle \frac{\pi^2 EI}{4L^2} $$ (very small) |
Slenderness Ratio
$$\lambda = \frac{L_e}{r}, \quad r = \sqrt{\frac{I}{A}}$$
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Euler valid for $$\displaystyle \lambda > \lambda_{critical} $$ (typically 80-100 for steel).
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Short columns: Use inelastic formulas (Rankine, Johnson).
Rankine's Formula (Intermediate Columns)
$$\frac{1}{P_{cr}} = \frac{1}{P_e} + \frac{1}{P_0}$$
where $$\displaystyle P_e = \pi^2 EI / L_e^2 $$ (Euler), $$\displaystyle P_0 = \sigma_0 A $$ (crushing load, $$\displaystyle \sigma_0 $$ = yield/proportional limit).
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For long columns ($$\displaystyle L_e \to \infty $$): $$\displaystyle P_{cr} \to P_e $$.
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For short columns ($$\displaystyle L_e \to 0 $$): $$\displaystyle P_{cr} \to P_0 $$.
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Given $$\displaystyle a = 1/7500 $$: $$\displaystyle P_{cr} = \frac{\sigma_0 A}{1 + a (L_e/r)^2} $$.
Crippling Load & Limitations of Euler
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Crippling load = buckling load.
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Euler limitations:
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Material must be linearly elastic (stress < proportional limit).
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Column perfectly straight, load axial.
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Valid only for long columns ($$\displaystyle \lambda > \lambda_{critical} $$).
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Shortest length for Euler: $$\displaystyle L_{min} $$ such that $$\displaystyle \sigma_{cr} = P_{cr}/A \leq \sigma_{proportional} $$.
Application Problems
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Safe load: $$\displaystyle P_{safe} = P_{cr} / FOS $$.
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Critical length: $$\displaystyle L_c $$ where Euler stress = proportional limit: $$\displaystyle L_c = \pi \sqrt{\frac{E}{\sigma_p}} r $$.
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Columns with composite sections or different end conditions:
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Compute $I$ about axis of buckling.
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Use appropriate $$\displaystyle L_e $$ for each axis if different end conditions (e.g., fixed about one axis, hinged about other → use smaller $$\displaystyle L_e $$ for design).
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[!TIP] For rectangular section, $$\displaystyle r_{min} = \frac{b}{\sqrt{12}} $$ (buckling about weaker axis). Always check both axes if end conditions differ.
Final Exam Strategy:
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Composite bars & thermal stress: Always write compatibility equation $$\displaystyle \delta_{total}=0 $$ or given $\delta$.
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Beam deflection: Macaulay's method for point loads, area-moment for standard cases. Check boundary conditions carefully.
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Torsion: For hollow vs. solid comparison, derive $$\displaystyle T_h/T_s $$ with same weight constraint.
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Mohr's circle: Draw circle, label principal stresses, read values. Remember $2\theta$ convention.
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Failure theories: Identify material (ductile/brittle). For combined stresses, compute principal stresses first.
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Buckling: Identify end conditions → $$\displaystyle L_e $$ → check slenderness → choose Euler or Rankine.
\boxed{\text{END OF UNIT 4 NOTES}}