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Stress–strain analysis

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Stress–strain analysis (or stress analysis) is an engineering discipline that uses many methods to determine
the stresses and strains in materials and structures subjected to forces. In continuum mechanics, stress is a
physical quantity that expresses the internal forces that neighboring particles of a continuous material exert on
each other, while strain is the measure of the deformation of the material.

Stress analysis is a primary task for civil, mechanical and aerospace engineers involved in the design of
structures of all sizes, such as tunnels, bridges and dams, aircraft and rocket bodies, mechanical parts, and even
plastic cutlery and staples. Stress analysis is also used in the maintenance of such structures, and to investigate
the causes of structural failures.

Typically, the starting point for stress analysis are a geometrical description of the structure, the properties of
the materials used for its parts, how the parts are joined, and the maximum or typical forces that are expected to
be applied to the structure. The output data is typically a quantitative description of how the applied forces
spread throughout the structure, resulting in stresses, strains and the deflections of the entire structure and each
component of that structure. The analysis may consider forces that vary with time, such as engine vibrations or
the load of moving vehicles. In that case, the stresses and deformations will also be functions of time and space.

In engineering, stress analysis is often a tool rather than a goal in itself; the ultimate goal being the design of
structures and artifacts that can withstand a specified load, using the minimum amount of material or that
satisfies some other optimality criterion.

Stress analysis may be performed through classical mathematical techniques, analytic mathematical modelling
or computational simulation, experimental testing, or a combination of methods.

The term stress analysis is used throughout this article for the sake of brevity, but it should be understood that
the strains, and deflections of structures are of equal importance and in fact, an analysis of a structure may
begin with the calculation of deflections or strains and end with calculation of the stresses.

Contents
1 Scope
1.1 General principles
1.2 Fundamental problem
1.3 Types of structures
2 Experimental methods
3 Mathematical methods
3.1 Differential formulation
3.2 Elastic and linear cases
3.3 Built-in stress (preloaded)
3.4 Simplifications
3.5 Solving the equations
4 Factor of safety
5 Load transfer
6 Uniaxial stress
7 Graphical representation of stress at a point
7.1 Lame's stress ellipsoid
7.2 Cauchy's stress quadric
8 See also
9 References
Scope
General principles

Stress analysis is specifically concerned with solid objects. The study of stresses in liquids and gases is the
subject of fluid mechanics.

Stress analysis adopts the macroscopic view of materials characteristic of continuum mechanics, namely that all
properties of materials are homogeneous at small enough scales. Thus, even the smallest particle considered in
stress analysis still contains an enormous number of atoms, and its properties are averages of the properties of
those atoms.

In stress analysis one normally disregards the physical causes of forces or the precise nature of the materials.
Instead, one assumes that the stresses are related to strain of the material by known constitutive equations.

By Newton's laws of motion, any external forces that act on a system must be balanced by internal reaction
forces,[1] or cause the particles in the affected part to accelerate. In a solid object, all particles must move
substantially in concert in order to maintain the object's overall shape. It follows that any force applied to one
part of a solid object must give rise to internal reaction forces that propagate from particle to particle
throughout an extended part of the system. With very rare exceptions (such as ferromagnetic materials or
planet-scale bodies), internal forces are due to very short range intermolecular interactions, and are therefore
manifested as surface contact forces between adjacent particles — that is, as stress.[2]

Fundamental problem

The fundamental problem in stress analysis is to determine the distribution of internal stresses throughout the
system, given the external forces that are acting on it. In principle, that means determining, implicitly or
explicitly, the Cauchy stress tensor at every point.

The external forces may be body forces (such as gravity or magnetic attraction), that act throughout the volume
of a material;[3] or concentrated loads (such as friction between an axle and a bearing, or the weight of a train
wheel on a rail), that are imagined to act over a two-dimensional area, or along a line, or at single point. The
same net external force will have a different effect on the local stress depending on whether it is concentrated or
spread out.

Types of structures

In civil engineering applications, one typically considers structures to be in static equilibrium: that is, are either
unchanging with time, or are changing slowly enough for viscous stresses to be unimportant (quasi-static). In
mechanical and aerospace engineering, however, stress analysis must often be performed on parts that are far
from equilibrium, such as vibrating plates or rapidly spinning wheels and axles. In those cases, the equations of
motion must include terms that account for the acceleration of the particles. In structural design applications,
one usually tries to ensure the stresses are everywhere well below the yield strength of the material. In the case
of dynamic loads, the material fatigue must also be taken into account. However, these concerns lie outside the
scope of stress analysis proper, being covered in materials science under the names strength of materials,
fatigue analysis, stress corrosion, creep modeling, and other.

Experimental methods
Stress analysis can be performed experimentally by applying forces to a test element or structure and then
determining the resulting stress using sensors. In this case the process would more properly be known as testing
(destructive or non-destructive). Experimental methods may be used in cases where mathematical approaches
are cumbersome or inaccurate. Special equipment appropriate to the experimental method is used to apply the
static or dynamic loading.

There are a number of experimental methods which may be used:

Tensile testing is a fundamental materials science test in which a sample is subjected to uniaxial tension
until failure. The results from the test are commonly used to select a material for an application, for
quality control, or to predict how a material will react under other types of forces. Properties that are
directly measured via a tensile test are the ultimate tensile strength, maximum elongation and reduction
in cross-section area. From these measurements, properties such as Young's modulus, Poisson's ratio,
yield strength, and the strain-hardening characteristics of the sample can be determined.
Strain gauges can be used to experimentally determine the deformation of a physical part. A commonly
used type of strain gauge is a thin flat resistor that is affixed to the surface of a part, and which measures
the strain in a given direction. From the measurement of strain on a surface in three directions the stress
state that developed in the part can be calculated.
Neutron diffraction is a technique that can be used to determine the subsurface strain in a part.

The photoelastic method relies on the fact that some materials


exhibit birefringence on the application of stress, and the
magnitude of the refractive indices at each point in the material is
directly related to the state of stress at that point. The stresses in a
structure can be determined by making a model of the structure
from such a photoelastic material.
Dynamic mechanical analysis (DMA) is a technique used to study
and characterize viscoelastic materials, particularly polymers. The
viscoelastic property of a polymer is studied by dynamic
mechanical analysis where a sinusoidal force (stress) is applied to
a material and the resulting displacement (strain) is measured. For Stress in plastic protractor causes
a perfectly elastic solid, the resulting strains and the stresses will birefringence.
be perfectly in phase. For a purely viscous fluid, there will be a 90
degree phase lag of strain with respect to stress. Viscoelastic
polymers have the characteristics in between where some phase lag will occur during DMA tests.

Mathematical methods
While experimental techniques are widely used, most stress analysis is done by mathematical methods,
especially during design.

Differential formulation

The basic stress analysis problem can be formulated by Euler's equations of motion for continuous bodies
(which are consequences of Newton's laws for conservation of linear momentum and angular momentum) and
the Euler-Cauchy stress principle, together with the appropriate constitutive equations.

These laws yield a system of partial differential equations that relate the stress tensor field to the strain tensor
field as unknown functions to be determined. Solving for either then allows one to solve for the other through
another set of equations called constitutive equations. Both the stress and strain tensor fields will normally be
continuous within each part of the system and that part can be regarded as a continuous medium with smoothly
varying constitutive equations.

The external body forces will appear as the independent ("right-hand side") term in the differential equations,
while the concentrated forces appear as boundary conditions. An external (applied) surface force, such as
ambient pressure or friction, can be incorporated as an imposed value of the stress tensor across that surface.
External forces that are specified as line loads (such as traction) or point loads (such as the weight of a person
standing on a roof) introduce singularities in the stress field, and may be introduced by assuming that they are
spread over small volume or surface area. The basic stress analysis problem is therefore a boundary-value
problem.

Elastic and linear cases

A system is said to be elastic if any deformations caused by applied forces will spontaneously and completely
disappear once the applied forces are removed. The calculation of the stresses (stress analysis) that develop
within such systems is based on the theory of elasticity and infinitesimal strain theory. When the applied loads
cause permanent deformation, one must use more complicated constitutive equations, that can account for the
physical processes involved (plastic flow, fracture, phase change, etc.)

Engineered structures are usually designed so that the maximum expected stresses are well within the realm of
linear elastic (the generalization of Hooke’s law for continuous media) behavior for the material from which the
structure will be built. That is, the deformations caused by internal stresses are linearly related to the applied
loads. In this case the differential equations that define the stress tensor are also linear. Linear equations are
much better understood than non-linear ones; for one thing, their solution (the calculation of stress at any
desired point within the structure) will also be a linear function of the applied forces. For small enough applied
loads, even non-linear systems can usually be assumed to be linear.

Built-in stress (preloaded)

A preloaded structure is one that has, internal forces, stresses and


strains imposed within it by various means prior to application of
externally applied forces. For example, a structure may have cables
that are tightened, causing forces to develop in the structure, before
any other loads are applied. Tempered glass is a commonly found
example of a preloaded structure that has tensile forces and stresses
Example of a Hyperstatic Stress Field.
that act on the plane of the glass and in the central plane of glass that
causes compression forces to act on the external surfaces of that
glass.

The mathematical problem represented is typically ill-posed because it has an infinitude of solutions. In fact, in
any three-dimensional solid body one may have infinitely many (and infinitely complicated) non-zero stress
tensor fields that are in stable equilibrium even in the absence of external forces. These stress fields are often
termed hyperstatic stress fields[4] and they co-exist with the stress fields that balance the external forces. In
linear elasticity, their presence is required to satisfy the strain/displacement compatibility requirements and in
limit analysis their presence is required to maximise the load carrying capacity of the structure or component.

Such built-in stress may occur due to many physical causes, either
during manufacture (in processes like extrusion, casting or cold
working), or after the fact (for example because of uneven heating,
or changes in moisture content or chemical composition). However,
if the system can be assumed to behave in a linear fashion with
respect to the loading and response of the system, then effect of
preload can be accounted for by adding the results of a preloaded
Example of a Hyperstatic Moment Field.
structure and the same non-preloaded structure.

If linearity cannot be assumed, however, any built-in stress may affect the distribution of internal forces
induced by applied loads (for example, by changing the effective stiffness of the material) or even cause an
unexpected material failure. For these reasons, a number of techniques have been developed to avoid or reduce
built-in stress, such as annealing of cold-worked glass and metal parts, expansion joints in buildings, and roller
joints for bridges.

Simplifications
Stress analysis is simplified when the physical dimensions and the
distribution of loads allow the structure to be treated as one- or two-
dimensional. In the analysis of a bridge, its three dimensional
structure may be idealized as a single planar structure, if all forces
are acting in the plane of the trusses of the bridge. Further, each
member of the truss structure might then be treated a uni-
dimensional members with the forces acting along the axis of each
member. In which case, the differential equations reduce to a finite
set of equations with finitely many unknowns.
Simplified modeling of a truss by
If the stress distribution can be assumed to be uniform (or
unidimensional elements under uniaxial
predictable, or unimportant) in one direction, then one may use the
uniform stress.
assumption of plane stress and plane strain behavior and the
equations that describe the stress field are then a function of two
coordinates only, instead of three.

Even under the assumption of linear elastic behavior of the material, the relation between the stress and strain
tensors is generally expressed by a fourth-order stiffness tensor with 21 independent coefficients (a symmetric 6
× 6 stiffness matrix). This complexity may be required for general anisotropic materials, but for many common
materials it can be simplified. For orthotropic materials such as wood, whose stiffness is symmetric with
respect to each of three orthogonal planes, nine coefficients suffice to express the stress–strain relationship. For
isotropic materials, these coefficients reduce to only two.

One may be able to determine a priori that, in some parts of the system, the stress will be of a certain type, such
as uniaxial tension or compression, simple shear, isotropic compression or tension, torsion, bending, etc. In
those parts, the stress field may then be represented by fewer than six numbers, and possibly just one.

Solving the equations

In any case, for two- or three-dimensional domains one must solve a system of partial differential equations
with specified boundary conditions. Analytical (closed-form) solutions to the differential equations can be
obtained when the geometry, constitutive relations, and boundary conditions are simple enough. For more
complicated problems one must generally resort to numerical approximations such as the finite element
method, the finite difference method, and the boundary element method.

Factor of safety
The ultimate purpose of any analysis is to allow the comparison of the developed stresses, strains, and
deflections with those that are allowed by the design criteria. All structures, and components thereof, must
obviously be designed to have a capacity greater than what is expected to develop during the structure's use to
obviate failure. The stress that is calculated to develop in a member is compared to the strength of the material
from which the member is made by calculating the ratio of the strength of the material to the calculated stress.
The ratio must obviously be greater than 1.0 if the member is to not fail. However, the ratio of the allowable
stress to the developed stress must be greater than 1.0 as a factor of safety (design factor) will be specified in
the design requirement for the structure. All structures are designed to exceed the load those structures are
expected to experience during their use. The design factor (a number greater than 1.0) represents the degree of
uncertainty in the value of the loads, material strength, and consequences of failure. The stress (or load, or
deflection) the structure is expected to experience are known as the working, the design or limit stress. The
limit stress, for example, is chosen to be some fraction of the yield strength of the material from which the
structure is made. The ratio of the ultimate strength of the material to the allowable stress is defined as the
factor of safety against ultimate failure.

Laboratory tests are usually performed on material samples in order to determine the yield and ultimate
strengths of those materials. A statistical analysis of the strength of many samples of a material is performed to
calculate the particular material strength of that material. The analysis allows for a rational method of defining
the material strength and results in a value less than, for example, 99.99% of the values from samples tested. By
that method, in a sense, a separate factor of safety has been applied over and above the design factor of safety
applied to a particular design that uses said material.

The purpose of maintaining a factor of safety on yield strength is to prevent detrimental deformations that
would impair the use of the structure. An aircraft with a permanently bent wing might not be able to move its
control surfaces, and hence, is inoperable. While yielding of material of structure could render the structure
unusable it would not necessarily lead to the collapse of the structure. The factor of safety on ultimate tensile
strength is to prevent sudden fracture and collapse, which would result in greater economic loss and possible
loss of life.

An aircraft wing might be designed with a factor of safety of 1.25 on the yield strength of the wing and a factor
of safety of 1.5 on its ultimate strength. The test fixtures that apply those loads to the wing during the test might
be designed with a factor of safety of 3.0 on ultimate strength, while the structure that shelters the test fixture
might have an ultimate factor of safety of ten. These values reflect the degree of confidence the responsible
authorities have in their understanding of the load environment, their certainty of the material strengths, the
accuracy of the analytical techniques used in the analysis, the value of the structures, the value of the lives of
those flying, those near the test fixtures, and those within the building.

The factor of safety is used to calculate a maximum allowable stress:

Load transfer
The evaluation of loads and stresses within structures is directed to finding the load transfer path. Loads will be
transferred by physical contact between the various component parts and within structures. The load transfer
may be identified visually or by simple logic for simple structures. For more complex structures more complex
methods, such as theoretical solid mechanics or numerical methods may be required. Numerical methods
include direct stiffness method which is also referred to as the finite element method.

The object is to determine the critical stresses in each part, and compare them to the strength of the material
(see strength of materials).

For parts that have broken in service, a forensic engineering or failure analysis is performed to identify
weakness, where broken parts are analysed for the cause or causes of failure. The method seeks to identify the
weakest component in the load path. If this is the part which actually failed, then it may corroborate
independent evidence of the failure. If not, then another explanation has to be sought, such as a defective part
with a lower tensile strength than it should for example.

Uniaxial stress
A linear element of a structure is one that is essentially one dimensional and is often subject to axial loading
only. When a structural element is subjected to tension or compression its length will tend to elongate or
shorten, and its cross-sectional area changes by an amount that depends on the Poisson's ratio of the material. In
engineering applications, structural members experience small deformations and the reduction in cross-
sectional area is very small and can be neglected, i.e., the cross-sectional area is assumed constant during
deformation. For this case, the stress is called engineering stress or nominal stress and is calculated using the
original cross section.

where P is the applied load, and Ao is the original cross-sectional area.


In some other cases, e.g., elastomers and plastic materials, the change in cross-sectional area is significant. If
the true stress is desired, it must be calculated using the true cross-sectional area instead of the initial cross-
sectional area, as:

where

is the nominal (engineering) strain, and

is nominal (engineering) stress.

The relationship between true strain and engineering strain is given by

In uniaxial tension, true stress is then greater than nominal stress. The converse holds in compression.

Graphical representation of stress at a point


Mohr's circle, Lame's stress ellipsoid (together with the stress director surface), and Cauchy's stress quadric are
two-dimensional graphical representations of the state of stress at a point. They allow for the graphical
determination of the magnitude of the stress tensor at a given point for all planes passing through that point.
Mohr's circle is the most common graphical method.

Mohr's circle, named after Christian Otto Mohr, is the locus of points that represent the state of stress on
individual planes at all their orientations. The abscissa, , and ordinate, , of each point on the circle are the
normal stress and shear stress components, respectively, acting on a particular cut plane with a unit vector
with components .

Lame's stress ellipsoid

The surface of the ellipsoid represents the locus of the endpoints of all stress vectors acting on all planes
passing through a given point in the continuum body. In other words, the endpoints of all stress vectors at a
given point in the continuum body lie on the stress ellipsoid surface, i.e., the radius-vector from the center of
the ellipsoid, located at the material point in consideration, to a point on the surface of the ellipsoid is equal to
the stress vector on some plane passing through the point. In two dimensions, the surface is represented by an
ellipse (Figure coming).

Cauchy's stress quadric

The Cauchy's stress quadric, also called the stress surface, is a surface
of the second order that traces the variation of the normal stress vector
as the orientation of the planes passing through a given point is
changed.

The complete state of stress in a body at a particular deformed


configuration, i.e., at a particular time during the motion of the body,
implies knowing the six independent components of the stress tensor
, or the three principal stresses Stress Trajectories in a Plate
, at each material point in the body at that time. However, Membrane
numerical analysis and analytical methods allow only for the calculation
of the stress tensor at a certain number of discrete material points. To graphically represent in two dimensions
this partial picture of the stress field different sets of contour lines can be used:[5]
Isobars are curves along which the principal stress, e.g., is constant.
Isochromatics are curves along which the maximum shear stress is constant. This curves are directly
determined using photoelasticity methods.
Isopachs are curves along which the mean normal stress is constant
Isostatics or stress trajectories[6] are a system of curves which are at each material point tangent to the
principal axes of stress - see figure [7]
Isoclinics are curves on which the principal axes make a constant angle with a given fixed reference
direction. These curves can also be obtained directly by photoelasticity methods.
Slip lines are curves on which the shear stress is a maximum.

See also
Forensic engineering
Piping
Rockwell scale
Structural analysis
Stress
Worst case circuit analysis
List of finite element software packages
Stress–strain curve

References
1. Donald Ray Smith and Clifford Truesdell (1993) "An Introduction to Continuum Mechanics after T ruesdell and Noll".
Springer. (https://books.google.com/books?id=ZcWC7YVdb4wC&pg=P A97) ISBN 0-7923-2454-4
2. I-Shih Liu (2002), "Continuum Mechanics"(https://books.google.com/books?id=-gWqM4uMV6wC&pg=P A43).
Springer ISBN 3-540-43019-9
3. Fridtjov Irgens (2008), "Continuum Mechanics"(https://books.google.com/books?id=q5dB7Gf4bIoC&pg=P A46).
Springer. ISBN 3-540-74297-2
4. Ramsay, Angus. "Hyperstatic Stress Fields"(http://www.ramsay-maunder.co.uk/knowledge-base/glossary/hyperstatic-str
ess-fields/). www.ramsay-maunder.co.uk. Retrieved 6 May 2017.
5. John Conrad Jaeger, N. G. W. Cook, and R. W. Zimmerman (2007),"Fundamentals of Rock Mechanics"(https://books.g
oogle.com/books?id=FqADDkunVNAC&pg=P A10) (4th edition) Wiley-Blackwell. ISBN 0-632-05759-9
6. Maunder, Edward. "Visualisation of stress fields - from stress trajectories to strut and tie models."
(http://www.ramsay-
maunder.co.uk/knowledge-base/publications/visualisation-of-stress-fields/) . www.ramsay-maunder.co.uk. Retrieved
15 April 2017.
7. Ramsay, Angus. "Stress Trajectories" (http://www.ramsay-maunder.co.uk/knowledge-base/projects/stress-trajectories/) .
Ramsay Maunder Associates. Retrieved 15 April 2017.

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Categories: Structural analysis

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