CELE Strength of Materials — Simple Stresses and StrainsStudy Notes
Full study notes for Simple Stresses and Strains — built specifically for the CELE 2026. These notes cover every concept, definition, formula, and worked example you need for the Strength of Materials subtest of the CELE, structured in the order Professional Regulation Commission (PRC) — Board of Civil Engineering typically tests them.
Exam context
On the CELE 2026, the Strength of Materials subtest carries a "Core" weight in Professional Regulation Commission (PRC) — Board of Civil Engineering's pattern. Simple Stresses and Strains lands at position 1st out of 8 in the standard review order. Target score is 70% weighted average, no sub-test below 50%, and roughly a meaningful share of items come from Strength of Materials on a typical CELE paper.
Simple Stresses and Strains - Study Notes
This chapter forms the foundation of Strength of Materials (PSAD), the bedrock upon which all structural design rests. Before designing a beam, column, or bolted connection, you must master the fundamental relationships between load, stress, and deformation. Simple stresses—normal (axial), shear, and bearing—are the three most critical stress states you will encounter throughout your professional career. Understanding how materials respond to these loads through strain, elastic deformation, and the elastic constants (E, G, ν) is not optional knowledge; it is the language of structural engineering in the Philippines, governed by NSCP 2015, AISC 360-16, and ACI 318-19. This chapter begins with the simplest case—uniaxial tension or compression—and builds systematically to composite members, thermal effects, and statically indeterminate systems. Mastery here directly translates to success in later topics: torsion, bending, combined stress, column buckling, and steel and concrete design. Every formula that follows flows from the cornerstone definitions: stress equals force divided by area, strain equals deformation divided by original length, and materials obey Hooke's law within the elastic limit.
Summary
Simple stresses and strains form the absolute foundation of Strength of Materials and all structural analysis and design that follows. This chapter has covered the three fundamental stress types—normal (axial), shear, and bearing—each arising from different load directions and resisted by different geometric configurations. The central relationships are simple in form but profound in application: • Normal stress: σ = P/A (perpendicular force / area) • Shear stress: τ = V/A (parallel force / area; divide by 2 for double shear) • Bearing stress: σ_b = P/(d × t) (projected contact area) • Axial deformation: δ = PL/(AE) (the workhorse formula) These lead directly to strain (ε = δ/L), Hooke's law (σ = Eε), and the elastic constants E, G, and Poisson's ratio ν. We have shown how thermal effects—free expansion producing deformation with no stress, but restrained expansion producing stress with no deformation—introduce complexity that is essential for real-world design. Finally, statically indeterminate systems require both equilibrium and compatibility equations, with the key insight that stiffness (AE) governs load-sharing in composite or parallel members. Every major structural design code—AISC 360 for steel, ACI 318 for concrete, NSCP 2015 for Philippine construction, PD 60 for timber—rests on these foundations. Bolted connections, welded joints, compression members, beams, trusses, pressure vessels, and every other structural element is analyzed using these same stress and deformation formulas, often combined with additional complexity (bending, torsion, combined stress) but never dispensing with the simple concepts you have mastered here. For the PRC Civil Engineer Licensure Examination, problems in this topic range from straightforward stress calculations (10–15% of exam) to complex statically indeterminate systems and composite behavior (another 15–20%), to more advanced topics where these concepts are hidden but essential (another 30–40%). Mastery of this chapter is therefore non-negotiable. Revisit these definitions and formulas until they become reflexive; memorize δ = PL/(AE) until you can write it in your sleep. Every hour spent solidifying this foundation saves three hours later when tackling columns, connections, beams, and design synthesis problems. Key examination strategies: 1. Always start with a free-body diagram and identify what type of stress is involved (normal, shear, or bearing). 2. For any deformation problem, use δ = PL/(AE); for multiple segments, sum. 3. For statically indeterminate systems, write equilibrium first, then add compatibility. 4. Check both stress (capacity) and deformation (serviceability) limits; sometimes deformation governs. 5. Watch units religiously—a simple unit error costs points on the board exam. 6. In composite or parallel systems, load shares with AE; the stiffer material (higher E or larger A) carries more load, not necessarily the largest area.
Sections
Normal stress, denoted σ (sigma), arises when an external force P acts perpendicular to and through the centroid of a cross-sectional area A. The average normal stress is given by the fundamental definition: σ = P / A where: - σ = normal stress (Pa, kPa, or MPa; in practice we use N/mm² = MPa) - P = axial force (N) - A = cross-sectional area (mm²) CRITICAL DISTINCTION: • Tensile stress (positive): the force pulls the member apart, creating elongation. In design equations, we often write σₜ or simply σ when the context is clear. • Compressive stress (negative): the force pushes the member together, creating shortening. Written as σc or −σ. St. Venant's Principle states that stress concentrations from applied loads or geometric discontinuities (holes, notches, sudden diameter changes) are local phenomena. They dissipate over a distance roughly equal to the largest dimension of the cross-section. Therefore, the simple formula σ = P/A yields the average stress accurately only away from the point of load application. At holes and notches, local stress concentration factors apply—a topic central to AISC 360 and connection design. Example context for Philippine practice: A reinforced concrete column designed per ACI 318 carries axial load through both concrete and steel reinforcement. Each material sees stress computed separately (σc = Pc/Ac, σs = Ps/As), but they deform together—this is statically indeterminate and requires compatibility equations (Section 7). Units are critical. ALWAYS work in consistent units: - Force in N (newtons) or kN (kilonewtons) - Area in mm² (square millimeters) - Stress emerges in MPa (N/mm²) or kPa (1 MPa = 1 N/mm²) Mixing meters and kilonewtons is the classic mistake: 1 kN over 1 m² = 1 kN/m² = 0.001 MPa, easily missed under exam pressure.
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1. Normal (Axial) Stress: The Foundation
Examples
Problem
A structural steel tension member (ASTM A36, Fy = 250 MPa) has a cross-section of 25 mm × 50 mm (rectangular). It carries a tensile load of 200 kN. (a) Compute the normal stress. (b) Check if the member is safe under AISC 360 allowable stress design (ASD) with a factor of safety of 1.67 on yield.
Solution
Step 1: Compute area. A = 25 × 50 = 1250 mm² Step 2: Compute stress. σ = P/A = 200,000 N / 1250 mm² = 160 MPa Step 3: Check safety. Allowable stress (ASD) = Fy / F.S. = 250 / 1.67 ≈ 149.7 MPa Actual stress (160 MPa) > Allowable (149.7 MPa) Conclusion: UNSAFE. The member is overstressed. Increase cross-section or reduce load. Design requirement: Required area = P / σallow = 200,000 / 149.7 ≈ 1336 mm² Choose section with A ≥ 1336 mm² (e.g., 25 × 54 or an I-section).
Problem
A concrete column (ACI 318) with gross area Ag = 400 mm × 400 mm = 160,000 mm² and 8 bars of #20 (As = 8 × 314 = 2512 mm²) carries a concentric axial load of 2000 kN. Concrete strength f'c = 20 MPa. Compute the stress in concrete (assuming concrete area = Ag − As) and in steel (Es/Ec ≈ 10).
Solution
Step 1: Compute concrete area (accounting for rebar). Ac = 160,000 − 2,512 = 157,488 mm² Step 2: Compute concrete stress (assuming loads are shared proportionally by stiffness). For a concentric axial load on a short member, both materials shorten equally (compatibility: δc = δs). From δ = PL/(AE), we have P₁/(A₁E₁) = P₂/(A₂E₂). Let Ec = 1 unit, then Es = 10 units. P_c / (157,488 × 1) = P_s / (2,512 × 10) P_c / 157,488 = P_s / 25,120 P_c = 6.27 × P_s Equilibrium: P_c + P_s = 2,000,000 N 6.27 P_s + P_s = 2,000,000 7.27 P_s = 2,000,000 P_s = 275,100 N ≈ 275.1 kN P_c = 2,000,000 − 275,100 = 1,724,900 N ≈ 1,724.9 kN Step 3: Compute stresses. σc = P_c / Ac = 1,724,900 / 157,488 ≈ 10.95 MPa (less than f'c = 20 MPa, OK) σs = P_s / As = 275,100 / 2,512 ≈ 109.5 MPa (within typical steel capacity, verify against fy) Conclusion: Concrete carries ~86% of load, steel ~14%, as expected from the stiffness ratio.
Key Points
- σ = P/A; stress is force per unit area, averaged over the section
- Tensile stress is positive (pulling), compressive is negative (pushing)
- St. Venant's principle: local stress concentrations near load points vanish within ~one member-width
- Formula σ = P/A assumes uniform stress; true only away from stress concentrations and load application points
- Work in consistent units: N and mm² gives MPa; N/m² = Pa; 1 MPa = 1 N/mm²
- In composite sections (e.g., reinforced concrete), compute stress in each material separately
Shear stress τ (tau) develops when a force acts parallel (tangent) to a resisting area. The definition is analogous to normal stress: τ = V / A where: - τ = shear stress (MPa) - V = shear force acting parallel to area (N) - A = area resisting shear (mm²) CRITICAL: You must distinguish between single shear and double shear, a distinction that directly affects many connection problems in steel design (AISC 360) and is a frequent examination pitfall. SINGLE SHEAR: The connector (bolt, rivet, pin, or weld) is cut on one plane only. Imagine a bolt connecting two plates lap-to-lap—the bolt shank fails in one shear plane. The resisting area is one cross-section: τ = P / A For a bolt of diameter d: A = (π/4) d² τ = P / [(π/4) d²] = 4P / (πd²) DOUBLE SHEAR: The connector is cut on two planes. Imagine a bolt in a clevis connection: the bolt passes through a central plate and then through two outer plates. Shear must be resisted on two planes—one on each side of the central plate. The same force P is now resisted by two areas: τ = P / (2A) For double-shear bolts, always check: Do the external members overlap symmetrically? If yes → divide by 2. REAL-WORLD CONTEXT (AISC 360-16): In practice, bolt shear capacity is given as: Φ × Rn = Φ × fnv × Ab where fnv is the nominal shear strength (ksi or MPa), Ab is the bolt's area, and Φ is the resistance factor (≈ 0.75 for bolts). If a bolt is in double shear, the capacity is: Φ × Rn = Φ × fnv × 2Ab (double the area, double the capacity). Note that average shear stress is uniform only in thin webs or where the connector is short relative to its diameter. In thick plates, shear is non-uniform, and the failure surface may be cone-shaped rather than cylindrical. KEY APPLICATION: Riveted and bolted lap joints, welded splices, shear pins, and keys all rely on shear-stress analysis. In the Philippines, NSCP 2015 and PD 60 (timber design) specify allowable shear stresses for wood connections; AISC 360 governs steel bolts and welds.
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2. Shear Stress: Forces Acting Parallel to the Area
Examples
Problem
A 16 mm diameter bolt in single shear connects two steel plates. The bolt carries a shear force of 50 kN. Compute the shear stress in the bolt.
Solution
Step 1: Compute bolt cross-sectional area. A = (π/4) × d² = (π/4) × 16² = 201.06 mm² Step 2: Compute shear stress (single shear). τ = V / A = 50,000 N / 201.06 mm² = 248.6 MPa Step 3: Check acceptability. For ASTM A325 bolts (typical), allowable shear (ASD) ≈ 0.5 × Fu ≈ 0.5 × 825 ≈ 412.5 MPa. Actual stress (248.6 MPa) < Allowable (412.5 MPa) → SAFE Conclusion: The bolt is adequate.
Problem
The same 16 mm bolt now connects three plates in a clevis arrangement: a central steel plate with two outer plates on either side (double shear). The load is 100 kN. Compute shear stress and compare to the single-shear case.
Solution
Step 1: Bolt area remains the same. A = 201.06 mm² (as before) Step 2: Shear stress (double shear). τ = V / (2A) = 100,000 / (2 × 201.06) = 100,000 / 402.12 = 248.7 MPa Comparison: - Single shear, 50 kN → τ = 248.6 MPa - Double shear, 100 kN → τ = 248.7 MPa (approximately the same) Conclusion: Double shear allows twice the load for the same stress. That's why clevis connections are preferred for high-load applications. The bolt capacity in double shear is: Capacity = 2 × 201.06 × 412.5 ≈ 166 kN (vs. 83 kN in single shear)
Problem
A 20 mm diameter rivet in single shear is designed per allowable stress method. Allowable shear stress = 75 MPa (typical for rivets, lower than bolts due to installation method per AISC 360). What is the maximum load the rivet can carry?
Solution
Step 1: Rivet area. A = (π/4) × 20² = 314.16 mm² Step 2: Maximum load. P = τ_allow × A = 75 × 314.16 = 23,562 N ≈ 23.56 kN Conclusion: The rivet can safely carry a shear force of 23.56 kN.
Key Points
- τ = V/A; shear stress is shear force divided by the area resisting that force
- Single shear: one plane of failure, τ = P/A
- Double shear: two planes, τ = P/(2A); easy to forget the factor of 2—a common exam mistake
- Average shear stress assumes uniform distribution; actual distribution is non-uniform near the edges
- Shear stress is critical in bolted and riveted connections; AISC 360-16 specifies fnv values
- Direction: shear stress acts parallel to the area, not perpendicular like normal stress
Bearing stress σb is not truly a 'simple' stress in the Mohr-circle sense, but it is treated as a distinct entity in connection design. It represents the **contact pressure between two surfaces in contact**, typically between a bolt shank and the wall of a hole in a plate, or between a rivet and a plate. The bearing stress is defined as: σb = P / Ab where: - P = force pressing the surfaces together (N) - Ab = projected bearing area (mm²) The **projected bearing area** is not the circular contact area but rather the rectangular projection: for a bolt of diameter d bearing on a plate of thickness t: Ab = d × t This is the most common formula. It assumes bearing failure occurs when the contact pressure is high enough to crush or shear the material around the hole. Why the projected area, not the circular area? Empirically, bearing failure (hole tear-out, plate crushing, or local yield around the hole) correlates best with the rectangular 'shadow' cast by the bolt onto the plate. This is reflected in AISC 360 Appendix D (Bolted Connections), where: Φ × Rn = Φ × (2.4 × Fu × d × t) or (1.2 × Fu × d × t) depending on whether the bolt is or is not at the edge of the connection. The factor of 2.4 or 1.2 is multiplied by Fu (ultimate tensile strength of plate material) and by d × t (the projected area). GEOMETRIC CONTEXT: Bearing stress governs: 1. **Hole tear-out**: if the hole is too close to the edge of the plate, it tears out in a cone-like pattern. 2. **Local crushing**: if the plate material is weak relative to the bolt, the area immediately around the hole yields or crushes. 3. **Prying action**: in bolted connections with thin plates, external moments can induce additional tension (prying) that affects effective bearing area. In design, bearing area sometimes is reduced by an edge distance factor or a spacing factor if holes are too close to edges or to each other (AISC 360, Section J3). PRACTICAL THRESHOLD: Bearing stress is typically higher than shear stress in the same connection. For a bolt connecting structural steel plates: - Shear stress ~150–300 MPa (depending on bolt grade) - Bearing stress ~600–1200 MPa or higher (depends on plate thickness and Fu) If bearing stress is excessive, the remedy is to: - Increase plate thickness t - Use a larger diameter bolt d - Use a plate material with higher Fu - Space bolts farther apart (only if edge distance and center-to-center distance are controlled) CRITICAL FOR EXAMS: A bolt may be safe in shear but fail in bearing, or vice versa. Always check both.
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3. Bearing Stress: Contact Pressure Between Bodies
Examples
Problem
A 20 mm diameter A325 bolt (Fu_bolt = 825 MPa) connects two ASTM A36 steel plates (Fu_plate = 400 MPa, Fy_plate = 250 MPa) in lap-joint connection. Plate thickness t = 10 mm. Bearing edge distance le = 40 mm (measured from hole center to plate edge; le ≥ 1.5d = 30 mm, OK). (a) Compute bearing stress. (b) Use AISC 360 equation to estimate nominal bearing capacity.
Solution
Part (a): Bearing stress. Ab = d × t = 20 × 10 = 200 mm² Assuming a load P = 100 kN applied in single shear: σb = P / Ab = 100,000 / 200 = 500 MPa Part (b): Nominal bearing capacity (AISC 360, J3.10). For a bolt with edge distance le ≥ 1.5d and bolt spacing ≥ 3d (standard connection): Rn = min(2.4 × Fu × d × t, 1.2 × Fu × d × t) The first term (2.4) applies when the bolt is not at an edge; the second (1.2) if at an edge. For interior bolt: Rn = 2.4 × Fu_plate × d × t = 2.4 × 400 × 20 × 10 = 192,000 N = 192 kN Design capacity (resistance factor Φ = 0.75 for bearing): Φ × Rn = 0.75 × 192 = 144 kN Comparison: - Computed bearing stress (500 MPa) is less than a nominal capacity check. - The bolt can carry 144 kN safely (ASD) under bearing, which exceeds the 100 kN applied. Conclusion: Bearing is adequate. (Shear and tension in the plate would also need checking.)
Problem
A 16 mm bolt connects two plates (t = 8 mm each, back-to-back). The edge distance is le = 25 mm (close to the minimum of 1.5d = 24 mm for this bolt size). Compute bearing area and discuss implications.
Solution
Step 1: Bearing area. Ab = d × t = 16 × 8 = 128 mm² (for one plate; if load transfers through both, consider the stacked effect or the binding plate.) Step 2: Edge distance check. le = 25 mm ≈ 1.5 × 16 = 24 mm → marginally acceptable. If le < 1.5d, AISC 360 limits bearing capacity using a reduced coefficient (edge distance factor). Step 3: Implications. With such a small edge distance, bearing failure (tear-out) is more likely. The hole is 'weak' relative to the bolt. To resist a load of, say, 50 kN: σb = 50,000 / 128 = 390.6 MPa (feasible if plate is strong). But AISC 360 would reduce the allowed capacity. Better practice: increase edge distance to ≥ 1.5d (32 mm for a 16 mm bolt, if the structure allows) or use thicker plates. Conclusion: Marginal edge distance reduces bearing capacity below the standard 2.4 × Fu × d × t formula. Redesign to improve edge distance or increase plate thickness.
Key Points
- σb = P / (d × t); bearing stress uses projected area d × t, not the circular bolt area
- Bearing failure modes: hole tear-out (edge failure) and local crushing around the hole
- AISC 360 gives nominal bearing capacity as Rn = (C × Fu × d × t), where C depends on edge distance and bolt layout
- Bearing stress is typically much higher than shear stress and is often the governing criterion
- Edge distance and spacing must meet AISC 360 minimums; otherwise, bearing capacity is reduced
- If bearing is critical, increase t, d, or Fu; space bolts farther apart only if minimum spacing is maintained
Strain ε (epsilon) quantifies deformation normalized by the original dimension. It is **dimensionless** and is the complement to stress: stress is what the material experiences; strain is how the material responds. NORMAL (AXIAL) STRAIN: For a member of original length L that undergoes axial deformation (elongation or shortening) Δ (delta) or δ: ε = δ / L where: - ε = normal strain (dimensionless, often expressed in micro-strain μ-strain, where 1 μ = 1×10⁻⁶) - δ = axial deformation: positive for elongation, negative for shortening (mm) - L = original length (mm) Example: A steel cable 10 m long stretches by 5 mm under load: ε = 5 / 10,000 = 0.0005 = 500 μ SHEAR STRAIN: Shear strain γ (gamma) is the change in angle (in radians) of an originally right-angled corner of the element due to shear deformation. For small deformations: γ ≈ tan(γ) = Δy / h where Δy is the relative displacement of one face and h is the perpendicular distance. Shear strain is also dimensionless and typically very small (a few hundredths of a radian or smaller). STRAIN-STRESS RELATIONSHIP (HOOKE'S LAW): Within the elastic (linear) region of the material's stress–strain curve, stress and strain are proportional: σ = E × ε (for normal stress and strain) τ = G × γ (for shear stress and strain) where: - E = modulus of elasticity (Young's modulus), in MPa or GPa - G = shear modulus (modulus of rigidity), in MPa or GPa These are material properties, independent of size or shape. For structural steel: - E ≈ 200 GPa = 200,000 MPa - G ≈ 80 GPa (related to E by Poisson's ratio; see Section 5) For concrete: - E ≈ 20–40 GPa (depends on f'c; per ACI 318, E = 4700√f'c in psi-units, or roughly 14,000–42,000 MPa depending on concrete strength) For aluminum: - E ≈ 70 GPa KEY INSIGHT: A stiffer material (higher E) deforms less for the same stress. This is why steel is preferred over wood for precision and why composite columns (steel + concrete) require careful load-sharing analysis. ELASTIC vs. PLASTIC STRAIN: - Elastic strain: fully recovers when load is removed. It is the strain you must predict to ensure serviceability. - Plastic strain: permanent, does not recover. Occurs when stress exceeds the yield stress σy. In design, we typically restrict stresses to the elastic range (below σy) to avoid permanent set. POISSON'S EFFECT: When a material is stretched axially (positive ε_axial), it contracts laterally (negative ε_lateral). This lateral contraction is governed by **Poisson's ratio**, detailed in Section 5.
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4. Strain: Deformation Per Unit Length
Examples
Problem
A structural steel tension member 3 m long and 500 mm² in cross-section carries an axial load of 100 kN. E = 200 GPa. (a) Compute normal stress. (b) Compute normal strain. (c) Compute elongation.
Solution
Step 1: Normal stress. σ = P / A = 100,000 N / 500 mm² = 200 MPa Step 2: Normal strain (using Hooke's law). ε = σ / E = 200 MPa / 200,000 MPa = 0.001 = 1000 μ (micro-strain) Alternatively, ε = δ/L, so if we first find δ (see Step 3), we verify: ε = 3 mm / 3000 mm = 0.001 ✓ Step 3: Elongation. δ = ε × L = 0.001 × 3000 mm = 3 mm Conclusion: A 100 kN load causes a stress of 200 MPa, a strain of 0.001, and an elongation of 3 mm over the 3 m length. This is a typical elastic deformation for structural steel under moderate load.
Problem
A concrete test cylinder (ACI 318) has original length L = 300 mm and is compressed by an axial load, resulting in a shortening of δ = 0.45 mm. Compute the compressive strain. If E_concrete = 25 GPa, find the compressive stress.
Solution
Step 1: Compressive strain. ε = δ / L = 0.45 / 300 = 0.0015 = 1500 μ (compression, so negative sign: ε = −0.0015) Step 2: Compressive stress. σ = E × ε = 25,000 MPa × 0.0015 = 37.5 MPa Step 3: Check against typical concrete strength. Assuming f'c = 20 MPa, the stress 37.5 MPa exceeds the design strength. In real tests, cylinders are loaded to failure; at 37.5 MPa, the concrete is well into the inelastic (plastic) range and may be approaching rupture. Conclusion: Large compressive strains signal the material is no longer behaving elastically. This is why ACI 318 limits service stresses and why reinforced concrete design uses a safety margin.
Key Points
- ε = δ/L; strain is deformation per unit original length, dimensionless
- Positive strain: elongation; negative: shortening (or contraction)
- Shear strain γ: change in angle, measured in radians
- Hooke's law: σ = Eε and τ = Gγ; materials behave linearly only up to the proportional limit
- Modulus of elasticity E is a material constant: stiffer materials have higher E
- Steel: E ≈ 200 GPa; Concrete: E ≈ 20–40 GPa; Aluminum: E ≈ 70 GPa
- Elastic strain recovers; plastic strain is permanent
- Common exam error: confusing stress (force/area) with strain (deformation/length)
When a material is stretched in one direction, it simultaneously contracts in the perpendicular directions—a phenomenon rooted in the conservation of volume and the material's molecular structure. **Poisson's ratio** ν (nu) quantifies this lateral contraction relative to the axial extension. DEFINITION: ν = − (lateral strain) / (axial strain) = − ε_lateral / ε_axial The negative sign ensures ν is positive: when ε_axial is positive (elongation), ε_lateral is negative (contraction), so the ratio is positive. TYPICAL VALUES: - Structural steel: ν ≈ 0.27–0.30 (often taken as 0.3) - Aluminum: ν ≈ 0.33 - Concrete: ν ≈ 0.15–0.20 (lower than steel due to aggregate restraint) - Rubber: ν ≈ 0.5 (nearly incompressible; volume changes minimally under hydrostatic pressure) RELATIONSHIP TO E AND G: The three elastic constants E, G, and ν are not independent. They are linked by the fundamental relation: G = E / [2(1 + ν)] where G is the shear modulus. This relation arises from elasticity theory and holds for isotropic, homogeneous materials (materials with the same properties in all directions). Verification for steel: G = 200 GPa / [2(1 + 0.3)] = 200 / 2.6 ≈ 77 GPa (close to the typical 80 GPa) If you know any two of E, G, and ν, you can find the third. In practice, E and ν are tabulated; G is rarely given directly but computed from this formula. BULK MODULUS: The bulk modulus K relates volumetric strain (dilatation) to hydrostatic pressure. It represents the resistance of a material to uniform compression: K = E / [3(1 − 2ν)] Note the denominator 3(1 − 2ν): this explains why ν = 0.5 (rubber) gives infinite K (incompressible) and why most materials have ν < 0.5 (compressible under high pressure). For concrete with ν ≈ 0.2: K = E / [3(1 − 0.4)] = E / 1.8 If E_concrete = 25 GPa, then K ≈ 13.9 GPa (significant stiffness against uniform compression). GENERALIZED HOOKE'S LAW (MULTIDIMENSIONAL STRESS): When a point in a material experiences stress in more than one direction (e.g., biaxial or triaxial), the strain in each direction is affected by stresses in all directions. The generalized Hooke's law states: ε_x = [1/E] [σ_x − ν(σ_y + σ_z)] ε_y = [1/E] [σ_y − ν(σ_z + σ_x)] ε_z = [1/E] [σ_z − ν(σ_x + σ_y)] Each normal strain is the sum of two effects: 1. **Direct effect**: the stress in that direction stretched or compressed by 1/E. 2. **Poisson contraction**: the perpendicular stresses cause lateral contraction, subtracted from the direct effect. Example: Biaxial stress state with σ_x = 100 MPa, σ_y = 50 MPa, σ_z = 0, E = 200 GPa, ν = 0.3: ε_x = [1/200,000] [100 − 0.3(50 + 0)] = [1/200,000] [100 − 15] = 85 / 200,000 = 0.000425 ε_y = [1/200,000] [50 − 0.3(0 + 100)] = [1/200,000] [50 − 30] = 20 / 200,000 = 0.0001 ε_z = [1/200,000] [0 − 0.3(100 + 50)] = [1/200,000] [−45] = −0.000225 Notice: ε_z is negative (contraction) even though σ_z = 0, because the lateral stresses σ_x and σ_y cause lateral contraction via Poisson's effect. VOLUMETRIC STRAIN (DILATATION): The total change in volume per unit original volume is: ε_vol = ε_x + ε_y + ε_z = [(1 − 2ν) / E] (σ_x + σ_y + σ_z) For hydrostatic pressure σ_x = σ_y = σ_z = −p (all equal, all compressive): ε_vol = [(1 − 2ν) / E] (−3p) = −3p / K where K = E / [3(1 − 2ν)] is the bulk modulus. This shows the link between bulk modulus and volumetric compression. PRACTICAL IMPLICATIONS: - **Pressure vessels**: circumferential and longitudinal stresses cause hoop strain and axial strain; radial strain (wall thickness reduction) is computed from the generalized Hooke's law. - **Reinforced concrete under combined loading**: concrete in compression is accompanied by lateral Poisson contraction; if this contraction is restrained (e.g., by transverse reinforcement or confining pressure), the concrete becomes stronger—the basis for tied column design in ACI 318. - **Composite members**: different materials have different ν; in a steel-concrete composite, the lateral strains may not match, causing internal stresses. COMPRESSIBILITY: A material with ν close to 0.5 is nearly incompressible (bulk modulus approaches infinity). This is why rubber (ν ≈ 0.5) is incompressible and used for seals and bearings. Most metals and concrete are compressible (ν ≈ 0.3–0.2), so they do change volume under hydrostatic pressure, but not drastically.
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5. Poisson's Ratio and Elastic Constants
Examples
Problem
A steel test coupon is subjected to uniaxial tension: σ_x = 150 MPa, σ_y = σ_z = 0. E = 200 GPa, ν = 0.3. (a) Compute axial strain ε_x. (b) Compute lateral strain ε_y. (c) Verify volumetric strain.
Solution
Part (a): Axial strain. ε_x = [1/E][σ_x − ν(σ_y + σ_z)] = [1/200,000][150 − 0] = 150 / 200,000 = 0.00075 Part (b): Lateral strain. ε_y = [1/E][σ_y − ν(σ_z + σ_x)] = [1/200,000][0 − 0.3 × 150] = −45 / 200,000 = −0.000225 Note: The negative sign indicates contraction (Poisson effect). The magnitude of lateral contraction is: Poisson's ratio check: |ε_y| / |ε_x| = 0.000225 / 0.00075 = 0.3 = ν ✓ Part (c): Volumetric strain (third strain equals second by symmetry). ε_z = ε_y = −0.000225 Total volumetric strain: ε_vol = ε_x + ε_y + ε_z = 0.00075 − 0.000225 − 0.000225 = 0.0003 Alternate check using K: ε_vol = (1 − 2ν) / E × (σ_x + σ_y + σ_z) = (1 − 0.6) / 200,000 × 150 = 0.4 × 150 / 200,000 = 60 / 200,000 = 0.0003 ✓ Conclusion: Under 150 MPa tension, the coupon elongates axially by 0.075% but contracts laterally by 0.0225%. The net volume increases (positive ε_vol), as expected: tension stretches volume.
Problem
A concrete cylinder (ACI 318) is confined by a steel jacket, creating a triaxial stress state: σ_1 = −20 MPa (axial compression), σ_2 = σ_3 = −5 MPa (lateral confinement from jacket). E = 25 GPa, ν = 0.2. Compute axial strain ε_1.
Solution
Using generalized Hooke's law (with negative sign for compression): ε_1 = [1/E][σ_1 − ν(σ_2 + σ_3)] ε_1 = [1/25,000][−20 − 0.2(−5 − 5)] ε_1 = [1/25,000][−20 − 0.2(−10)] ε_1 = [1/25,000][−20 + 2] ε_1 = −18 / 25,000 = −0.00072 Without confinement (σ_2 = σ_3 = 0): ε_1 = [1/25,000][−20 − 0] = −20 / 25,000 = −0.0008 Comparison: Confinement reduces the magnitude of axial compression strain from 0.0008 to 0.00072 (a 10% reduction). This is why confined concrete (with transverse reinforcement per ACI 318) is stronger and more ductile than unconfined concrete. The lateral restraint 'helps' the concrete resist axial load.
Key Points
- ν = −ε_lateral / ε_axial; Poisson's ratio quantifies lateral contraction with axial extension
- Steel: ν ≈ 0.3; Concrete: ν ≈ 0.15–0.20; Rubber: ν ≈ 0.5
- G = E / [2(1 + ν)]; the three elastic constants are linked
- Bulk modulus K = E / [3(1 − 2ν)]; ν = 0.5 means incompressible
- Generalized Hooke's law accounts for Poisson contraction in multidirectional stress: each strain is reduced by lateral stresses
- Volumetric strain ε_vol = [(1 − 2ν)/E](σ_x + σ_y + σ_z)
- In pressure vessels and reinforced concrete, Poisson effects (confining pressure, lateral contraction restraint) significantly affect capacity
- Common exam error: ignoring lateral strain in composite or multiaxial stress problems
The axial deformation formula synthesizes the three foundational concepts: stress, strain, and elasticity. It is arguably the most-used single formula in Strength of Materials and recurs in nearly every topic and exam problem. DERIVATION: Start with the three relationships: 1. **Stress definition**: σ = P / A 2. **Strain definition**: ε = δ / L 3. **Hooke's law**: σ = E ε Combine (1) and (2) into (3): E = σ / ε = (P/A) / (δ/L) = (P/A) × (L/δ) = PL / (Aδ) Rearrange for δ: δ = PL / (AE) where: - δ = axial deformation (elongation or shortening), mm - P = axial force, N - L = original length, mm - A = cross-sectional area, mm² - E = modulus of elasticity, MPa (or N/mm²) MEMORIZE THIS FORMULA. It is as fundamental as F = ma in physics. COMPOSITE BARS (MULTIPLE SEGMENTS): When a bar is composed of several segments with different materials or cross-sections, or when the load changes along the length, the total deformation is the sum of individual segment deformations: δ_total = Σ (P_i L_i) / (A_i E_i) where subscript i denotes each segment. Example: A composite tension member with: - Segment 1: Steel, P₁ = 100 kN, L₁ = 1 m, A₁ = 500 mm², E₁ = 200 GPa - Segment 2: Aluminum, P₂ = 100 kN, L₂ = 0.5 m, A₂ = 500 mm², E₂ = 70 GPa δ_total = (100,000 × 1000) / (500 × 200,000) + (100,000 × 500) / (500 × 70,000) = 100,000,000 / 100,000,000 + 50,000,000 / 35,000,000 = 1.0 + 1.43 = 2.43 mm The aluminum segment contributes more to total deformation (1.43 mm vs. 1.0 mm) because its modulus is lower. VARYING LOAD OR AREA: If load or area varies continuously along the length (e.g., a bar hanging under its own weight, or a tapered bar), integrate: δ = ∫₀ᴸ [P(x) / (A(x)E)] dx For a bar hanging under its own weight: - Weight at distance x from free end: W(x) = γ A (L − x), where γ is unit weight - P(x) = γ A (L − x) - δ = ∫₀ᴸ [γ A(L−x)] / (AE) dx = (γ/E) ∫₀ᴸ (L−x) dx = (γ/E) [Lx − x²/2]₀ᴸ = (γ/E) [L² − L²/2] = γL² / (2E) The elongation due to self-weight is δ_self = γL² / (2E), independent of cross-section (as long as E and γ are uniform). RIGIDITY: The product AE is called the **axial rigidity** or **axial stiffness**. A higher rigidity means less deformation for a given load. In composite members, the member's overall rigidity is the sum of the component rigidities in series (i.e., the compliances 1/(AE) add). STRUCTURAL IMPLICATIONS: 1. **Serviceability**: Deformation limits (deflection, settlement, differential movement) are often the governing design criterion, not stress. 2. **Composite members**: The stiffer material (higher AE) attracts proportionally more load in a statically indeterminate system. 3. **Temperature-dependent**: The same load produces different deformations if temperature (hence E) changes. COMPARISON: STRESS vs. DEFORMATION LIMITS In design, we must satisfy both: - **Strength**: σ ≤ σ_allow (or per LRFD, Φσ_n ≥ σ_demand) - **Serviceability**: δ ≤ δ_allow (often L/300 or L/500 for buildings per NSCP) Sometimes deformation governs before stress. For example, a very long, lightly-loaded cable may satisfy stress but violate sag limits.
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6. Axial Deformation: The Workhorse Formula
Examples
Problem
A steel wire rope 50 m long and 12 mm diameter (A = 113 mm²) carries a tensile load of 20 kN. E = 160 GPa (wire rope is less stiff than solid steel). (a) Compute elongation. (b) Compare to a solid steel rod of same area.
Solution
Part (a): Wire rope elongation. δ = PL / (AE) = (20,000 N × 50,000 mm) / (113 mm² × 160,000 MPa) = 1,000,000,000 / 18,080,000 = 55.3 mm Part (b): Solid steel rod (E = 200 GPa). δ_solid = (20,000 × 50,000) / (113 × 200,000) = 1,000,000,000 / 22,600,000 = 44.2 mm Comparison: The wire rope stretches ~25% more (55.3 vs. 44.2 mm) due to lower E. This is why suspension bridges require periodic retensioning—the cables' low stiffness allows significant creep and stress-relaxation. Conclusion: E affects deformation linearly; a 20% reduction in E (160 vs. 200 GPa) causes ~25% increase in elongation.
Problem
A composite tension member consists of a steel tube (OD 50 mm, wall thickness 2 mm, E_s = 200 GPa, length 1 m) joined in series to an aluminum bar (20 mm × 20 mm, E_a = 70 GPa, length 1 m). The member carries 30 kN. (a) Compute area of each segment. (b) Compute elongation of each segment. (c) Compute total elongation.
Solution
Part (a): Cross-sectional areas. Steel tube: A_s = π[(25)² − (23)²] = π(625 − 529) = π × 96 ≈ 301.6 mm² (hollow) Aluminum bar: A_a = 20 × 20 = 400 mm² (solid) Part (b): Elongations. δ_s = P L_s / (A_s E_s) = (30,000 × 1000) / (301.6 × 200,000) = 30,000,000 / 60,320,000 ≈ 0.497 mm δ_a = P L_a / (A_a E_a) = (30,000 × 1000) / (400 × 70,000) = 30,000,000 / 28,000,000 ≈ 1.071 mm Part (c): Total elongation. δ_total = δ_s + δ_a = 0.497 + 1.071 ≈ 1.57 mm Interpretation: Aluminum, though having greater area, contributes more elongation (1.071 vs. 0.497 mm) due to much lower E. The aluminum segment is the 'compliance bottleneck.' If a tighter elongation limit (say, 0.5 mm) were required, increasing A_a or using a stiffer material would be necessary.
Problem
A vertical steel bar (A = 1000 mm², E = 200 GPa) is 2 m long and hangs under its own weight. γ_steel ≈ 77 kN/m³ = 7.7 × 10⁻⁵ N/mm³. (a) Compute self-weight elongation using the formula δ_self = γL² / (2E). (b) Compare to the case without self-weight under a 30 kN applied load.
Solution
Part (a): Self-weight elongation. δ_self = γL² / (2E) = (7.7 × 10⁻⁵ × (2000)²) / (2 × 200,000) = (7.7 × 10⁻⁵ × 4,000,000) / 400,000 = 308 / 400,000 = 0.00077 mm (negligible!) Actually, let me recalculate with consistent units. γ_steel = 77 kN/m³ = 0.000077 N/mm³. δ_self = (0.000077 × 2000²) / (2 × 200,000) = (0.000077 × 4,000,000) / 400,000 = 308 / 400,000 ≈ 0.00077 mm Hmm, this seems too small. Let me use the integral approach as a check: Self-weight W = γ × A × L = (77 kN/m³) × (1000 mm² = 0.001 m²) × (2 m) = 0.154 kN = 154 N. This weight is distributed; the maximum stress (at the top) is σ_max = W/A = 154 N / 1000 mm² = 0.154 MPa. Using δ = ∫ σ(x)/E dx and the linearly-varying stress, δ ≈ (σ_max × L) / (2E) = (0.154 × 2000) / (2 × 200,000) ≈ 0.00077 mm. Confirmed: self-weight elongation is ~0.77 micrometers for a 2 m steel bar—negligible. Part (b): Applied load elongation (compare). For P = 30 kN, δ = PL / (AE) = (30,000 × 2000) / (1000 × 200,000) = 60,000,000 / 200,000,000 = 0.3 mm. Conclusion: Applied load (0.3 mm) dominates; self-weight (~0.001 mm) is negligible for typical structural members. Self-weight becomes significant only for very long or very heavy elements (long suspension cables, tall columns under their own weight).
Key Points
- δ = PL/(AE); the axial deformation formula—memorize and master it
- For composite bars: δ_total = Σ [P_i L_i / (A_i E_i)]
- For varying load/area: integrate δ = ∫ [P(x)/(A(x)E)] dx
- Axial rigidity = AE; higher rigidity → less deformation
- Self-weight elongation: δ_self = γL² / (2E)
- In composite systems, rigidity (AE) determines load-sharing: stiffer material carries more load
- Serviceability (deformation limits) often governs design, not stress
- Units: N, mm, mm², MPa → δ in mm; kN, m, cm², GPa → δ in m (watch the conversion)
Temperature changes cause materials to expand or contract. Understanding thermal effects is crucial for design in the Philippines, where tropical climates and seasonal variations are significant, and for infrastructure like bridges, pipelines, and buildings that experience wide temperature swings. THERMAL DEFORMATION (FREE EXPANSION): When a material is **free to expand** (no external constraints), a temperature change ΔT produces a thermal strain that is independent of stress: ε_T = α ΔT where α is the **coefficient of linear thermal expansion** (per °C or per K). The resulting thermal deformation is: δ_T = ε_T × L = α L ΔT where L is the original length. TYPICAL THERMAL EXPANSION COEFFICIENTS: - Structural steel: α ≈ 11.7 × 10⁻⁶ /°C - Aluminum: α ≈ 23.1 × 10⁻⁶ /°C (roughly twice steel) - Concrete: α ≈ 10–14 × 10⁻⁶ /°C (depends on aggregates; quartzite aggregate → higher α) - Glass: α ≈ 9 × 10⁻⁶ /°C KEY INSIGHT: **Free thermal expansion produces deformation but NO STRESS.** If a steel rail has room to expand, temperature rise causes elongation but zero internal stress. The member is deformation-free in the sense that it carries no thermal load. THERMAL STRESS (RESTRAINED EXPANSION): When thermal deformation is **prevented or restricted** by external constraints (e.g., a rail fixed at both ends, or a member restrained by adjacent structures), internal stress develops. For a member that is **fully restrained** (cannot move at all): σ_T = E α ΔT where: - σ_T = thermal stress (MPa), tensile if ΔT > 0 (heating, restrained expansion) or compressive if ΔT < 0 (cooling, restrained contraction) - E = modulus of elasticity (MPa) - α = thermal expansion coefficient (/°C) - ΔT = temperature change (°C) Derivation: If a bar of length L is fully restrained, the free thermal deformation δ_T = α L ΔT is prevented. An internal force P must counteract this deformation: δ_internal = P L / (AE) = −δ_T = −α L ΔT P = −α E A ΔT σ_T = P / A = −α E ΔT The negative sign indicates compression under heating (counterintuitive at first: the bar wants to expand but is held; this creates compressive stress). Conversely, cooling creates tensile stress. PARTIAL RESTRAINT (INITIAL GAP): If a member is not initially fully restrained but has a gap g (or clearance) available for expansion before hitting a constraint, thermal stress develops only **after the gap closes**. The net deformation is: δ_free − δ_internal = g α L ΔT − (σ_T L / E) = g Solving for σ_T: α L ΔT − g = σ_T L / E σ_T = [E / L] (α L ΔT − g) = E(α ΔT − g/L) If ΔT is small such that α L ΔT < g, then σ_T ≤ 0 (no stress; the bar expands into the gap). PRACTICAL EXAMPLES: 1. **Concrete bridge deck** on a sunny day: The top surface heats faster than the bottom, creating a temperature gradient. The deck wants to arch upward. Expansion joints allow the movement; without them, large compressive stresses develop, potentially causing buckling or spalling (ACI 318, NSCP 2015). 2. **Steel rail in the Philippines**: A rail laid on a hot day (say, 45°C) without expansion joints will contract when cooled to winter temperature (say, 25°C). ΔT = −20°C. The thermal contraction is: δ_T = 11.7 × 10⁻⁶ × 15,000 mm × (−20) = −3.51 mm per rail. If the rail is fully restrained, σ_T = 200,000 × 11.7 × 10⁻⁶ × (−20) = −46.8 MPa (compressive). Over a 100 m rail: δ_T = 11.7 × 10⁻⁶ × 100,000 × (−20) = −23.4 mm (significant, may buckle if not relieved). 3. **Composite members**: Steel and concrete have different α values. In a reinforced concrete column, differential thermal deformation can induce internal stresses and potentially spalling or cracking. THERMAL STRESS COMBINED WITH MECHANICAL LOAD: If a member is subjected to both an applied load P and a temperature change, the total stress is: σ_total = σ_mechanical + σ_thermal = P/A + E α ΔT For instance, a steel cable in tension under load P, heated: σ_total = P/A + E α ΔT If the cable is cooled (ΔT < 0), thermal stress is compressive and reduces the total tension. If heated, it increases the tension. DESIGN IMPLICATIONS (NSCP 2015, AISC 360): - **Expansion joints**: Required in long structures (buildings, bridges, pavements) to accommodate thermal movement. Typical spacing is 20–40 m depending on expected ΔT and material. - **Stress relief**: Thermal stress is often the governing criterion in tall chimneys, long pipelines, or members under sustained high temperature. - **Load factor**: In LRFD design, thermal loads are factored (typically 1.2 × Dead + 0.5 × Live + 1.0 × Thermal, or similar per code). - **Anchorages**: Thermal movement must be accommodated by connections; stiff, fully-restrained connections can fail if thermal stresses are not managed. COMPREHENSIVE EXAMPLE: THERMAL STRESS WITH PARTIAL CONSTRAINT A steel member initially 5 m long is installed with no gap (g = 0) between two rigid supports at 25°C. The temperature rises to 55°C. α = 11.7 × 10⁻⁶ /°C, E = 200 GPa. (a) If the member is **free to expand**: δ_T = ? (b) If the member is **fully restrained**: σ_T = ? (c) If the member had an initial **1 mm gap** (now closed after expanding 1 mm), what happens when it is heated further to 75°C? Solution (a): ΔT = 55 − 25 = 30°C δ_T = α L ΔT = 11.7 × 10⁻⁶ × 5000 mm × 30 = 1.755 mm (elongation, no stress) Solution (b): Fully restrained from 25°C to 55°C (the same ΔT = 30°C): σ_T = E α ΔT = 200,000 × 11.7 × 10⁻⁶ × 30 = 70.2 MPa (compressive, since the member is held and cannot expand) Solution (c): Initially, the member has a 1 mm gap. Heated from 25°C to 55°C: δ_T = 1.755 mm > g = 1 mm → gap closes, and compressive stress develops. σ_T,55 = E [α ΔT − g/L] = 200,000 [11.7 × 10⁻⁶ × 30 − 1/5000] = 200,000 [0.000351 − 0.0002] = 200,000 × 0.000151 = 30.2 MPa (compressive) Further heating to 75°C (ΔT = 50°C from the baseline 25°C): Now the gap is closed, and the member is fully restrained: σ_T,75 = E α ΔT = 200,000 × 11.7 × 10⁻⁶ × 50 = 117 MPa (compressive)
Heading
7. Thermal Stress and Deformation
Examples
Problem
A 50 m railroad rail is laid in summer at 35°C with no expansion joints and is fully restrained at both ends. In winter, temperature drops to 5°C. α_steel = 11.7 × 10⁻⁶ /°C, E_steel = 200 GPa. (a) Compute thermal contraction (free). (b) Compute thermal stress (fully restrained). (c) If the rail has a modulus of rupture (ultimate tensile strength) of 350 MPa and the existing tensile stress from dead load is 50 MPa, is the rail at risk of fracture?
Solution
Part (a): Thermal contraction. ΔT = 5 − 35 = −30°C (cooling) δ_T = α L ΔT = 11.7 × 10⁻⁶ × 50,000 mm × (−30) = −17.55 mm (contraction) Part (b): Thermal stress (fully restrained). σ_T = E α ΔT = 200,000 MPa × 11.7 × 10⁻⁶ × (−30) = −70.2 MPa (tensile, note the sign convention) Actually, re-interpret: when cooling (ΔT < 0), the material wants to contract but is held, creating tensile stress. So σ_T = E|α||ΔT| = 70.2 MPa (tensile). Part (c): Total stress and risk assessment. Total tensile stress = dead-load stress + thermal stress = 50 + 70.2 = 120.2 MPa Modulus of rupture = 350 MPa. Factor of safety = 350 / 120.2 ≈ 2.91 (adequate). Conclusion: The rail is safe from fracture, but the thermal stress (70.2 MPa) is significant—not negligible. If fully restrained, stresses accumulate. This is why railroads use expansion joints and/or allow some lateral movement. Without joints, the rail could buckle or warp.
Problem
A reinforced concrete bridge deck (30 m span) is cast at 20°C. The top surface experiences maximum temperature of 50°C (sun), and minimum of −5°C (night, winter). α_concrete ≈ 12 × 10⁻⁶ /°C, E_concrete ≈ 30 GPa. (a) Compute maximum thermal deformation (free movement). (b) If the deck is anchored at one end with an expansion joint at the other, sized for 25 mm clearance, will the joint be exceeded?
Solution
Part (a): Maximum thermal deformation. Case 1 (heating): ΔT = 50 − 20 = 30°C δ_T = 12 × 10⁻⁶ × 30,000 × 30 = 10.8 mm (elongation) Case 2 (cooling): ΔT = −5 − 20 = −25°C δ_T = 12 × 10⁻⁶ × 30,000 × (−25) = −9 mm (contraction) Total range = 10.8 − (−9) = 19.8 mm ≈ 20 mm Part (b): Joint sizing. The expansion joint must accommodate the full range of movement: from minimum contraction to maximum expansion. Required joint size = 20 mm. Available clearance = 25 mm > 20 mm → adequate. Conclusion: A 25 mm expansion joint is sufficient for the thermal range. If the joint were smaller (e.g., 15 mm), the deck would be restrained at the expansion joint, inducing thermal stresses and potential failure (spalling, cracking). Standard NSCP and ACI guidance specifies expansion joint sizing based on this type of thermal analysis.
Key Points
- Free thermal expansion: δ_T = α L ΔT; deformation but NO stress
- Fully restrained thermal expansion: σ_T = E α ΔT; stress but NO deformation
- Partial restraint: σ_T = E(α ΔT − g/L), where g is initial clearance
- Steel: α ≈ 11.7 × 10⁻⁶ /°C; Concrete: α ≈ 10–14 × 10⁻⁶ /°C
- Thermal contraction (cooling) creates tensile stress; thermal expansion (heating) creates compressive stress if restrained
- Total stress = mechanical + thermal: σ_total = P/A + E α ΔT
- Expansion joints required in long structures; typical spacing 20–40 m
- Composite members with different α can develop internal stresses due to differential thermal deformation
A system is **statically determinate** when the number of unknown forces or moments equals the number of equilibrium equations available. A system is **statically indeterminate** when there are more unknowns than equations; additional equations come from **compatibility conditions** (constraints on deformation). Common indeterminate axial problems include: 1. A bar fixed at both ends, carrying an axial load 2. Composite columns or tension members (e.g., steel tube filled with concrete) 3. Multiple bars in parallel sharing a load 4. Thermal restraint problems SOLUTION PROCEDURE: **Step 1: Draw free-body diagram and write equilibrium equations.** **Step 2: Identify compatibility condition(s) relating deformations.** **Step 3: Write force–deformation relations (δ = PL/AE for each segment).** **Step 4: Solve simultaneously.** EXAMPLE 1: BAR FIXED AT BOTH ENDS A steel bar of length L and area A is fixed at both ends and carries a concentrated load P at distance a from the left end. Equilibrium: R_L + R_R = P (R_L and R_R are support reactions) Compatibility: The total deformation is zero (the bar cannot move): δ_L + δ_R = 0 Where: δ_L = deformation of left segment (length a): δ_L = (R_L × a) / (A E) (positive means elongation toward the right) δ_R = deformation of right segment (length L−a): δ_R = (−R_R × (L−a)) / (A E) (negative because R_R points leftward) Compatibility: (R_L × a) / (A E) − (R_R × (L−a)) / (A E) = 0 R_L × a = R_R × (L−a) R_L / R_R = (L−a) / a From equilibrium: R_L = P − R_R Substitute: (P − R_R) × a = R_R × (L−a) P a = R_R [a + L − a] = R_R × L R_R = P a / L R_L = P − P a / L = P(L−a) / L Conclusion: The load is distributed inversely to the distance; the reaction closer to the load is larger. EXAMPLE 2: COMPOSITE SHORT COLUMN (STEEL + CONCRETE) A composite column consists of a steel H-section (area A_s, E_s) and concrete fill (area A_c, E_c). They share an axial load P and must compress equally. Equilibrium: P_s + P_c = P Compatibility (equal compression): δ_s = δ_c (same length L, same compression) (P_s L) / (A_s E_s) = (P_c L) / (A_c E_c) P_s / (A_s E_s) = P_c / (A_c E_c) Define the "stiffness" k_i = A_i E_i. Then: P_s / k_s = P_c / k_c P_s = P × (k_s) / (k_s + k_c) = P × (A_s E_s) / (A_s E_s + A_c E_c) P_c = P × (k_c) / (k_s + k_c) = P × (A_c E_c) / (A_s E_s + A_c E_c) Interpretation: Load shares proportionally to axial rigidity (AE). The stiffer material carries proportionally more load. This principle extends to any composite or parallel system. NUMERICAL EXAMPLE: Steel tube: A_s = 3000 mm², E_s = 200 GPa → k_s = 600,000 Concrete: A_c = 60,000 mm², E_c = 20 GPa → k_c = 1,200,000 Total k = 1,800,000 For P = 600 kN: P_s = 600 × (600,000 / 1,800,000) = 600 × 1/3 = 200 kN P_c = 600 × (1,200,000 / 1,800,000) = 600 × 2/3 = 400 kN Steel carries 33% despite being a minority area, because its modulus is 10× higher. EXAMPLE 3: THERMAL RESTRAINT (INDETERMINATE) A steel bar is fixed at both ends with zero stress at 20°C. Temperature rises to 80°C. α = 11.7 × 10⁻⁶ /°C, E = 200 GPa, L = 2 m. Free thermal expansion: δ_T,free = 11.7 × 10⁻⁶ × 2000 × 60 = 1.404 mm (elongation wanted) Compatibility: The bar cannot move, so internal compression must balance the thermal expansion: δ_thermal + δ_internal = 0 α L ΔT − (σ L) / E = 0 σ = E α ΔT = 200,000 × 11.7 × 10⁻⁶ × 60 = 140.4 MPa (compressive) This internal compression is the **thermal stress**—already covered in Section 7, but notice it emerges naturally from the compatibility condition of a statically indeterminate (fixed) system. MULTIPLE SEGMENTS WITH DIFFERENT LOADS: Consider a composite bar with segment 1 (steel, length L_1, area A_1) and segment 2 (aluminum, length L_2, area A_2) loaded by forces P_1 and P_2 at junctions. Equilibrium: Internal force in segment 1 = internal force in segment 2 (for the system to be in equilibrium internally). But if segment 1 is load **and** the system is over-constrained (fixed at both ends), compatibility demands that deformations relate to the internal forces. The key insight: **Always add compatibility equations until you have as many equations as unknowns.** COMMON MISTAKES: 1. **Forgetting compatibility**: Assuming all materials carry equal stress (wrong). They carry equal strain if in parallel, or equal deformation if in series. 2. **Misidentifying statically indeterminate systems**: If a problem gives more constraints (e.g., fixed at two ends plus a middle support) than necessary to prevent motion, it's indeterminate. 3. **Ignoring the physical meaning**: Indeterminacy arises from **constraints**. Remove or relax a constraint, and you can solve using equilibrium alone. APPLICATION TO DESIGN: In AISC 360, composite columns and connections often involve load-sharing between materials. ACI 318 specifies that steel reinforcement and concrete must be analyzed together—a form of statically indeterminate analysis. In both, the relationship **P_i = P × (A_i E_i) / Σ(A_j E_j)** recurs constantly.
Heading
8. Statically Indeterminate Axial Members
Examples
Problem
A steel pipe (OD 60 mm, wall 3 mm, A_s ≈ 540 mm²) is filled with concrete (A_c ≈ 2000 mm²) to form a short column. The assembly carries an axial load of 300 kN. E_s = 200 GPa, E_c = 25 GPa. Find the stress in steel and concrete.
Solution
Step 1: Compatibility (equal deformation for same length). δ_s = δ_c P_s L / (A_s E_s) = P_c L / (A_c E_c) P_s / (A_s E_s) = P_c / (A_c E_c) Step 2: Equilibrium. P_s + P_c = 300 kN Step 3: Solve for P_s and P_c. From compatibility: P_s = P_c × (A_s E_s) / (A_c E_c) = P_c × (540 × 200) / (2000 × 25) = P_c × 108,000 / 50,000 = 2.16 P_c From equilibrium: 2.16 P_c + P_c = 300 3.16 P_c = 300 P_c = 94.9 kN P_s = 205.1 kN Step 4: Compute stresses. σ_s = P_s / A_s = 205,100 / 540 ≈ 380 MPa (high for concrete, verify yield of steel) σ_c = P_c / A_c = 94,900 / 2000 ≈ 47.5 MPa (acceptable for f'c = 20–28 MPa concrete, OK) Conclusion: Steel is overloaded (σ_s = 380 MPa > typical yield ~250 MPa). The steel yields first, and further load is transferred to concrete. This is a disadvantage of composite columns unless the steel is A36 or higher grade. In ACI 318, composite column design accounts for this by specifying minimum concrete strength and reinforcement ratios to prevent premature steel yield.
Problem
A bar (length 2 m, area 1000 mm², E = 200 GPa) is fixed at both ends. A load of 60 kN is applied at 0.8 m from the left support. Find the reactions at each support and the maximum stress in the bar.
Solution
Step 1: Equilibrium. R_L + R_R = 60 kN Step 2: Compatibility (zero total deformation). δ_L + δ_R = 0 R_L × 0.8 / (1000 × 200,000) − R_R × 1.2 / (1000 × 200,000) = 0 R_L × 0.8 = R_R × 1.2 R_L = R_R × 1.5 Step 3: Solve. 1.5 R_R + R_R = 60 2.5 R_R = 60 R_R = 24 kN R_L = 36 kN Step 4: Verify. Equilibrium: 36 + 24 = 60 ✓ Compatibility: 36 × 0.8 = 28.8, and 24 × 1.2 = 28.8 ✓ Step 5: Stresses. Left segment (tension under R_L): σ_L = 36,000 / 1000 = 36 MPa Right segment (compression under R_R): σ_R = 24,000 / 1000 = 24 MPa Maximum stress = 36 MPa (in the left segment, closer to the load and hence carrying more force). Conclusion: The bar experiences non-uniform stress. The segment closer to the load carries higher tension.
Problem
A reinforced concrete column (ACI 318) is 4 m tall and carries a concentric axial load of 2000 kN. Gross concrete area A_g = 400 × 400 mm² = 160,000 mm². Longitudinal reinforcement: 8 #28 bars (A_s = 8 × 615.75 = 4926 mm²). E_c = 30 GPa (f'c = 25 MPa per ACI 318 formula), E_s = 200 GPa. (a) Compute load in steel and concrete. (b) Compute stresses. (c) Check against ACI 318 design limits.
Solution
Part (a): Load sharing. Concrete area (actual): A_c = 160,000 − 4,926 = 155,074 mm² Stiffness: k_c = A_c E_c = 155,074 × 30,000 = 4.652 × 10⁹ k_s = A_s E_s = 4,926 × 200,000 = 9.852 × 10⁸ Total stiffness: k_total = 4.652 × 10⁹ + 9.852 × 10⁸ = 5.637 × 10⁹ Load in concrete: P_c = 2000 × (4.652 × 10⁹) / (5.637 × 10⁹) = 2000 × 0.8249 = 1649.8 kN Load in steel: P_s = 2000 × (9.852 × 10⁸) / (5.637 × 10⁹) = 2000 × 0.1751 = 350.2 kN Verify: 1649.8 + 350.2 = 2000 ✓ Part (b): Stresses. σ_c = P_c / A_c = 1,649,800 / 155,074 ≈ 10.6 MPa (concrete) σ_s = P_s / A_s = 350,200 / 4,926 ≈ 71 MPa (steel) Part (c): ACI 318 design check. ACI 318-19, Section 10.2.5 (Axial compression capacity): Φ P_n = 0.65 [0.85 f'c (A_g − A_s) + f_y A_s] Taking f'c = 25 MPa, f_y = 400 MPa (typical in Philippines, per PD 60 or ASTEM A615 Grade 60 = 420 MPa): Φ P_n = 0.65 [0.85 × 25 × (160,000 − 4,926) + 400 × 4,926] = 0.65 [0.85 × 25 × 155,074 + 1,970,400] = 0.65 [3,292,327.5 + 1,970,400] = 0.65 × 5,262,727.5 ≈ 3,420.8 kN Demand (2000 kN) < Capacity (3,420.8 kN) → SAFE Conclusion: The column is adequate under a 2000 kN concentric load. Steel carries ~17.5% of load; concrete ~82.5%, as expected from the stiffness ratio. The design is typical of reinforced concrete construction in the Philippines.
Key Points
- Statically indeterminate: more unknowns than equilibrium equations; requires compatibility conditions
- Three-step solution: (1) Equilibrium, (2) Compatibility, (3) Force–deformation
- Compatibility for equal compression: δ_1 = δ_2 → P_1/(A_1 E_1) = P_2/(A_2 E_2)
- Load-sharing: P_i = P × (A_i E_i) / Σ(A_j E_j); stiffer material (higher AE) carries more load
- Bar fixed at both ends with central load: reactions are inversely proportional to distances
- Thermal restraint is an indeterminate system: compatibility δ_thermal + δ_internal = 0
- Common indeterminate systems: composite columns, bars fixed at both ends, load-sharing members
- Mistake: assuming equal stress instead of equal strain/deformation in composite members
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