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Axial Loading
2026-03-23
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I. Concepts and Examples#

The bars is subjected to a pair of longitudinal forces with equal magnitude and opposite directions, and the line of action forces coincides with the axis of the bar.

image-20260312113041747

II. Internal Forces and Stress#

1. Internal force#

Because the action line of the external forces coincides with the axis pf the bar the action line of the internal forces also coincides with the axis of the bar, and it is called axial/normal force. The sign of axial forces is that tension is positive and compression is negative.

2. Plane cross-section hypothesis#

The cross sections which were planes before deformation remain plane and perpendicular to the axis after deformation.

Under the hypothesis, we have the following conclusion:

  1. The elongation of all longitudinal fibbers is equal.

  2. The material is homogenous and isotropic, the internal force is evenly distributed.

  3. The internal force is evenly distributed, so the normal stress at each point is constant.

So:

FN=AσdA=σAF_N=\iint_A \sigma \mathrm{d}A=\sigma A

Then:

σ=FNA\sigma=\frac{F_N}{A}

The normal stress σ\sigma has the same sign as the axial force FNF_N.

3. Saint Venant’s Principle#

If a force equivalent to the distributed forces is used to replace the original force system, the effect of the above substitution is negligible at a distance from the action place of the force (about equal to the size of the cross section), except for the obvious difference in the action area of the original forces. This is Saint Venant’s principle.

image-20260312115811542

III. Stresses on a Diagonal Plane#

Experimental results show that the failure of a bar does not always occur along the cross section, but sometimes along diagonal planes.

image-20260316081801892

We choose the left part and study it. According to the force equilibrium and plane cross-section hypothesis, there are:

image-20260316082019017 $$ F=\vec{p}_\alpha\cdot\vec{A}_\alpha=p_a A\cos \alpha $$ Let $\sigma_0=\frac{F}{A}$, we have: $$ p_a=\sigma_0 \cos\alpha $$ image-20260316082545387

Then, we have:

σα=pαcosα=σ0cos2α\sigma_\alpha=p_\alpha\cos\alpha=\sigma_0\cos^2\alphaτα=pαsinα=σ0sinαcosα\tau_\alpha=p_\alpha\sin\alpha=\sigma_0\sin\alpha\cos\alpha

They express the evolution of the normal and shear stresses on a diagonal plane in a bar that changes with angle α\alpha. When α=45°\alpha=45\degree, shear stress τα\tau_\alpha reaches the maximum value of σ02\frac{\sigma_0}{2}.

IV. Mechanical Properties during Tension#

1. Theory#

Elastic deformation is the deformation in a test specimen from a given load disappears when the load is removed(temporary). Plastic deformation is the deformation in a test specimen from a given load remains when the load is removed(permanent).

Mechanical properties is the mechanical characteristics of materials in deformation and breaking under loads. When conducting mechanical properties testing, the following conditions must be met:

  1. Room temperature.
  2. Static load.
  3. Standard specimen: Draw two transverse lines on the bar the two ends and the distance between the lines is called gauge length ll, l=10dl=10d or 5d5d.

After testing, we can get a series of data, the we can draw the FΔlF-\Delta l diagram. It is related to the size of the specimen. In order to eliminate the influence of sample size, divide FF by the original area a of the sample to obtain the normal stress, and divide Δl\Delta l by the gauge length / to obtain the strain. According to the diagram, we can get the relation between stress and strain.

2. Example#

We try to study the mechanical property of a soft steel. Here are the σε\sigma - \varepsilon diagram.

image-20260316091730549
  1. Elastic stage: ObOb

    At linearly elastic stage OaOa:

    σ=Eε\sigma = E\varepsilon

    EE is the elastic modulus. E=σε=tanαE=\frac{\sigma}{\varepsilon}=\tan\alpha. σp\sigma_p is the proportional limit.

    At non-linearly elastic stage abab:

    bb is the maximum of the elastic stage.

    At most time, We do not distinguish between point aa and bb. They are really close sometimes.

  2. Yield stage: bcbc

    When the stress exceeds point bb, the load is basically unchanged, but the deformation increases rapidly. This is called yield. At yield stage, the specimen loses its ability to resist deformation.

    σs\sigma_s is the yield limit or yield strength.

  3. Hardening stage: cece

    After the yield stage, the specimen recovers its ability to resist deformation. To continue the deformation, the tensile force must be increased, This is called the strengthing of materials.

    ee is the maximum of the hardening stage. σb\sigma_b is ultimate strength of ultimate limit.

  4. Necking stage: efef

    After point ee, the cross-sectional area of the specimen shrinks significantly in a certain place, and necking occurs until the specimen breaks.

    When the specimen breaks, its elastic deformation disappears and plastic deformation remains. Its length changed from l0l_0 to l1l_1, the original cross-dectional area is A0A_0, and the minimum cross-sectional aera after fracture is A1A_1. We define two plasticity indexes: Percent elongation δ\delta and Percent reduction in area ψ\psi.

    δ=l1l0l0×100%\delta=\frac{l_1-l_0}{l_0}\times 100\% ψ=A0A1A0×100%\psi=\frac{A_0-A_1}{A_0}\times 100\%

    The plastic material satisfies δ>5%\delta>5\%, and brittle materials satisfies δ<5%\delta<5\%.

The relationship between stress and strain is linear in the unloading process, this is the law of unloading. It increases the proportional limit and decreases the percent elongation of the material, and it called cold work hardening.(The stage dddd')

image-20260316092058551

For plastic materials that don’t have an apparent yield stage, we use σp0.2\sigma_{p0.2} to define their nominal yield strength.

image-20260316092600896

For the brittle materials such as cast iron, their stress-strain diagram is a slight bending curve, without yileding or necking before the sudden breaking of the specimen. The percent elongation of the are lower than 0.5%0.5\%.

image-20260316092808539

σbt\sigma_{bt} is ultimate tensile strength. It is the only strength index to evaluate the tensile strength of brittle materials.

V. Mechanical Properties during Compression#

1. Theory#

When we do the test, the specimen should satisfy the criteria that hd1.53\frac{h}{d}\approx1.5-3.

2. Example#

image-20260316131758872

For plastic materials:

  1. The straight slope and yield limit σs\sigma_s of soft steel under compression are the same as under tension.
  2. After the yield stage, the specimen becomes flatter and the cross-sectional area keeps increasing, and is impossible for the specimen to break, so the ultimate compressive strength cannot be obtained.
image-20260316131915963

For brittle materials:

  1. The tensile and compressive properties of brittle materials are not identical;

  2. The ultimate compressive strength is much greater than the ultimate tensile strength.

VI. Failure, Factor of Safety, Strength#

1. Factor of safety and allowable stress#

First, we define the working stress:

σ=FNA\sigma=\frac{F_N}{A}

This is the actual stress generated internally within the component under real working conditions.

There are two strength indexes: σs\sigma_s(yield strength) and σb\sigma_b(ultimate strength), both are called ultimate stress, and can be expressed by σu\sigma_u, for plastic materials:

σu=σs(orσp0.2)\sigma_u=\sigma_s(\text{or}\: \sigma_{p0.2})

For brittle materials:

σu=σbt(orσbc)\sigma_u=\sigma_{bt}(\text{or}\: \sigma_{bc})

The ultimate stress is divided by a factor greater than 11, then the result is called allowable stress, which is expressed by [σ][\sigma]:

[σ]=σun[\sigma]=\frac{\sigma_u}{n}

nn is the factor of safety.

2. Strength conditions, strength requirements#

The maximum working stress in the bar cannot exceed the allowable stress of the material:

σmax=FNA[σ]\sigma_{\max}=\frac{F_N}{A}\le[\sigma]

Then we can get the allowable stress for plastic materials:

[σ]=σsns(or  σp0.2ns)[\sigma]=\frac{\sigma_s}{n_s}(\text{or}\;\frac{\sigma_{p0.2}}{n_s})

and the allowable stress for brittle materials:

[σ]=σbtnb(or  σbcnb)[\sigma]=\frac{\sigma_{bt}}{n_b}(\text{or}\;\frac{\sigma_{bc}}{n_b})

According to the strength condition, three kinds of strength calculation problems can be solved:

  1. For strength checking:

    σmax=FNA[σ]\sigma_{\max}=\frac{F_N}{A}\le[\sigma]
  2. Design the cross section:

    AFN[σ]A\ge\frac{F_N}{[\sigma]}
  3. Determine the allowable load

    F=FN<A[σ]F=F_N<A[\sigma]

VII. Deformation for Tension and Compression#

1. Hooke’s law#

The experomental results show that when the internal stress of in the bar does not exceed a certain limit value of the material(proportiional limit), there is:

ΔlFlA\Delta l\propto \frac{Fl}{A}

We introduct the proportional constant EE:

Δl=FlEA\Delta l=\frac{Fl}{EA}

The formula shown above is Hooke’s Law.(ceiiinosssttuv) EAEA is the tensile/compressive stiffness. The proportional constant EE is called elastic modulus. Elastic modulus is also called Young’s modulus. It is a physical quantity describing the ability of resist deformation of a solid material. It’s unit system is Pa\mathrm{Pa}.

2. Poisson’s ratio#

image-20260319122221145

For longitudinal deformation and strain, we have:

Δl=l1lε=Δll\Delta l=l_1-l\qquad \varepsilon=\frac{\Delta l}{l}

For Transverse deformation and strain, we have:

Δb=b1bε=Δbb\Delta b=b_1-b\qquad\varepsilon'=\frac{\Delta b}{b}

We define:

μ=εε\mu=-\frac{\varepsilon'}{\varepsilon}

as Poisson’s ratio. Experiment show that the longitudinal strain and the transverse strain is linearly proportional. For tension, longitudinal strain is positive, and the transverse strain is negative. For compression, longitudinal strain is negative, and the transverse strain is positive. Their signs are usually opposite. Classical elastic mechanics has strictly proved that the range of Poisson’s ratio of an isotropic, linearly elastic material under isothermal condition is:

1μ0.5-1\le\mu\le0.5

VIII. Strain Energy for Tension and Compression#

Strain energy is the energy stored in solid due to the deformation under the action of load. When the load decreases gradually, the deformation of the deformable body gradually recovers, and the stored strain energy is released to do work.

dW=Fd(Δl1)W=0ΔlFd(Δl)\begin{aligned} \mathrm{d}W &= F\,\mathrm{d}(\Delta l_1) \\ W &= \int_{0}^{\Delta l} F\,\mathrm{d}(\Delta l) \\ \end{aligned}

When σ<σp\sigma<\sigma_p:

F(Δl)=AELΔlW=0ΔlAELΔld(Δl)=AEL[12Δl2]0Δl=12AELΔl2=12FΔl=12F(FLAE)=F2L2AE=Vε\begin{aligned} F(\Delta l') &= \frac{AE}{L}\Delta l'\\ W &= \int_{0}^{\Delta l} \frac{AE}{L}\Delta l'\mathrm{d}(\Delta l') \\ &= \frac{AE}{L}\left[\frac{1}{2}\Delta l'^{2}\right]_{0}^{\Delta l} \\ &= \frac{1}{2}\frac{AE}{L}\Delta l^{2} \\ &= \frac{1}{2}F\Delta l\\& = \frac{1}{2}F\left(\frac{F L}{AE}\right) \\&= \frac{F^{2}L}{2AE}=V_{\varepsilon} \end{aligned}

Strain energy density is the strain energy stored in unit volume:

ν=VεV=FΔl2Al=12σε=σ2E=12Eσ2\nu=\frac{V_\varepsilon}{V}=\frac{F\Delta l}{2Al}=\frac{1}{2}\sigma\varepsilon=\frac{\sigma}{2E}=\frac{1}{2}E\sigma^2

IX. Statically Indeterminate Problems#

If the axial forces of a member cannot be obtained by static balance equations, it is called statically indeterminate problem. In other words, the number of unknown forces(internal or external) is more than the number of independent balance equations.

The key of statically indeterminate problem is compatible deformation. To solve statically indeterminate problems, in addition to equilibrium equations, it is necessary to establish geometric relationships between the displacements or deformations of various parts based on the constraints imposed by redundant supports on displacements or deformations. This involves setting up geometric equations, known as deformation compatibility equations, and establishing physical relationships between forces and displacements or deformations, i.e., physical equations or constitutive equations. Only by combining these two can the supplementary equations required for solving statically indeterminate problems be obtained.

Solving statically indeterminate problems requires a comprehensive consideration of three aspects: equilibrium, deformation compatibility, and physical relationships. This is the fundamental method for solving statically indeterminate problems.

We use nn to represent the number of unknown forces, which determines the indeterminate number.

TIP

Steps for solving statically indeterminate problems:

  1. Determine the degree of static indeterminacy; write the static equilibrium equations.
  2. Write the deformation compatibility equations based on the deformation compatibility conditions.
  3. Substitute the relationship between deformation and force (Hooke’s Law) into the deformation compatibility equations to obtain the supplementary equations.
  4. Solve simultaneously the supplementary equations and the static equilibrium equations.

X. Thermal Stress and Assembly Stress#

1. Thermal Stress#

A change in temperature will cause an object to expand or shrink. Statically determinate structures can deform freely and will not cause internal forces, but in statically indeterminate structure, the deformation will be partially or completely constrained. When the temperature changes, the internal force is often caused, and the corresponding stress is called thermal stress.

image-20260323082053668

The unknown forces is:

FRB=EAαlΔTF_{RB}=EA\alpha_l\Delta T

So the thermal stress is:

σT=FRBA=αlEΔT\sigma_T=\frac{F_{RB}}{A}=\alpha_l E\Delta T

2. Assembly stress#

image-20260323082621176

In the rod system shown, if the dimensions of the three members contain small discrepancies, then after assembly each member will occupy the positions depicted, thereby generating axial forces. The axial force in member 3 is tensile, while the axial forces in members 1 and 2 are compressive. These additional internal forces are referred to as assembly-induced internal forces, and the corresponding stresses are called assembly stresses.

We try to get the assembly stresses. First, we have the balance equation:

FN3=2FN1cosαF_{N3}=2F_{N1}\cos\alpha

According to the deformation compatibility:

Δl3+Δl1cosα=δ\Delta l_3+\frac{\Delta l_1}{\cos\alpha}=\delta

And we have the supplementary equation:

FN3l3E3A3+FN1l1E1A1cosα=δ\frac{F_{N3}{l_3}}{E_3A_3}+\frac{F_{N1}l_1}{E_1A_1\cos\alpha}=\delta

Then we can solve them:

l3=l,l1=l2=lcosαl_3=l,l_1=l_2=\frac{l}{\cos\alpha}FN1=FN2=FN32cosαF_{N1}=F_{N2}=\frac{F_{N_3}}{2\cos\alpha}FN3=E3A3δ(1+E3A32E1A1cosα)lF_{N3}=\frac{E_3A_3\delta}{(1+\frac{E_3A_3}{2E_1A_1\cos\alpha})l}

XI. Stress Concentration#

When a structural member contains a discontinuity, such as a hole or a sudden change in cross section, high localized stresses can occur, this is called stress concentration. We define the stress concentration factor to describe the degree of stress concentration:

K=σmaxσevaK=\frac{\sigma_{\max}}{\sigma_{\mathrm{eva}}}

The σeva\sigma_{\mathrm{eva}} is the average stress. The sharper the size changes, or the sharper the angle is, or the smaller the hole is, the more serious the hole is, the more serious the stress concentration.

Stress concentration has much larger influence on brittle materials than the plastic materials.

XII. Shearing and Bearing#

1. Simple calculation of shearing problems#

image-20260323092628085

The bar is subjected to a pair of transverse forces with equal magnitude and opposite directions, and the distance between the lines of action of the forces is infinitesimal. It is called shearing.

NOTE

Characteristic of deformation:

The cross section between the two forces have relative dislocation. Part of the member moves relatively along the interface of two force system.

When we meet simple calculation of shearing problems, assuming that the shear stress is uniformly distributed on the shear plane, the practical shear stress can be calculated by:

τ=FSA\tau=\frac{F_S}{A}

And we use [τ][\tau] to represent allowable shear stress, τu\tau_u to represent ultimate shear stress.

2. Simple calculation of bearing problems#

image-20260323092441457

The local pressure occurring between bolt and steel plate is called bearing. The bearing force is:

Fbs=FF_{bs}=F

Assuming that the normal stress is uniformly distributed on the bearing plane, the practical bearing stress can be calculated by:

σbs=FbsAbs\sigma_{bs}=\frac{F_{bs}}{A_{bs}}

And we use [σbs][\sigma_{bs}] to represent allowable shear stress.

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Axial Loading
https://www.laoguantx.cn/posts/axialloading/
作者
老官童鞋gogo
发布于
2026-03-23
许可协议
CC BY-NC-SA 4.0

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