MECHANICS OF MATERIALS · CHAPTER 4 — AXIAL LOAD
Mechanics of Materials · Chapter 4

Axial Load

Deformation of axially loaded members, statically indeterminate problems, thermal stress, and stress concentrations.

Chapter Objectives

  • State Saint-Venant's principle and derive the elastic axial deformation equation δ = ΣNL/AE.
  • Solve statically indeterminate axial problems with compatibility conditions and the force (flexibility) method.
  • Analyze thermal stress in constrained members.
  • Use stress concentration factors, and describe inelastic deformation and residual stress.

4.1Saint-Venant's Principle

When a concentrated force is applied along the centroidal axis of an elastic bar, grid lines drawn on the bar distort locally near the load and near the support, but remain straight throughout the midsection. The stress distribution correspondingly smooths out: at a section far enough from the ends it becomes essentially uniform, \(\sigma_{avg} = P/A\).

Principle · Saint-Venant (1855)

The stress and strain at points sufficiently removed from the region of load application are the same as those produced by any other statically equivalent loading applied in the same region.

The "sufficient" distance is at least the largest dimension of the loaded cross section (for a flat bar, its width). At that distance, elasticity theory gives \(\sigma_{max} \approx 1.02\,\sigma_{avg}\) — effectively uniform. The same smoothing occurs near supports.

4.2Elastic Deformation of an Axially Loaded Member

Combining \(\sigma = N(x)/A(x)\), \(\epsilon = d\delta/dx\), and Hooke's law \(\sigma = E(x)\,\epsilon\) for a differential slice of a bar whose area, modulus, and internal force may all vary with position gives \(d\delta = N(x)\,dx / [A(x)E(x)]\). Integrating over the length (and neglecting the localized end effects, which Saint-Venant's principle confines to small regions):

Axial Displacement — General Case
\[ \delta = \int_0^L \frac{N(x)\,dx}{A(x)\,E(x)} \]
  • \(\delta\) = displacement of one end of the bar relative to the other; \(L\) = original length
  • \(N(x)\), \(A(x)\), \(E(x)\) = internal axial force, area, and modulus as functions of position \(x\)
Axial Displacement — Constant N, A, E (and Segmented Members)
\[ \delta = \frac{NL}{AE} \qquad\qquad \delta = \sum \frac{NL}{AE} \]
  • Apply \(NL/AE\) to each segment over which \(N\), \(A\), \(E\) are constant, then sum algebraically.
  • Sign convention: tension and elongation positive; compression and contraction negative.

Procedure for Analysis — Axial Displacement

1. Internal forces. Use the method of sections to find \(N\) in each region between concentrated loads or geometry changes (a normal-force diagram helps); for variable loading or area, express \(N(x)\) and \(A(x)\) as functions of position.

2. Displacement. Apply \(\delta = \Sigma NL/AE\) or the integral form, keeping a consistent sign convention. A positive result means elongation (or motion in the assumed positive direction).

4.3Principle of Superposition

Principle · Superposition

The resultant stress or displacement at a point produced by a complicated loading equals the algebraic sum of the stresses or displacements caused by each load component applied separately — provided two conditions hold:

1. Linearity. The load must be linearly related to the stress or displacement (true for \(\sigma = N/A\) and \(\delta = NL/AE\)).

2. Small deformations. The loading must not significantly change the member's original geometry — large deflections change moment arms, so the moments of component loads would no longer sum to the moment of the total load.

4.4Statically Indeterminate Axially Loaded Members

Statically Indeterminate

A problem in which the equilibrium equations are not sufficient to determine all the reactions. A bar fixed at both ends and loaded between them has two unknown reactions but only one useful equilibrium equation. The extra equation comes from the geometry of deformation: a compatibility (kinematic) condition — e.g. for two fixed ends, the relative displacement between them must be zero, \(\delta_{A/B} = 0\). The compatibility condition is written in terms of forces through the load–displacement relation \(\delta = NL/AE\).

Procedure for Analysis — Indeterminate Members

1. Equilibrium. Draw the free-body diagram and write the equilibrium equations in terms of the unknown reactions.

2. Compatibility. Express how the displacements of points on the member are constrained by the supports (draw a displacement diagram if helpful).

3. Load–displacement. Substitute \(\delta = NL/AE\) for each segment and solve the equilibrium and compatibility equations simultaneously. A negative result simply reverses the assumed direction of that force.

4.5The Force Method of Analysis

Force (Flexibility) Method

An alternative way to write the compatibility equation using superposition: choose one support as the redundant and temporarily remove it, making the member statically determinate. The applied load then displaces the freed point by \(\delta_P\); reapplying the unknown redundant reaction alone displaces it back by \(\delta_B\). Since the actual support permits no displacement,

\[ 0 = \delta_P - \delta_B \]

This single equation yields the redundant force directly; the remaining reactions follow from equilibrium. For the classic fixed–fixed bar with a 500-N load applied 2 m from A (total length 5 m), it gives \(F_B = 500(2)/5 = 200\) N and \(F_A = 300\) N — identical to the direct compatibility solution.

4.6Thermal Stress

Temperature change alters a body's dimensions — generally expansion on heating, contraction on cooling, varying linearly with the temperature change for homogeneous, isotropic materials.

Thermal Displacement
\[ \delta_T = \alpha\,\Delta T\,L \]
  • \(\alpha\) = linear coefficient of thermal expansion (strain per degree: 1/°C, 1/K, or 1/°F)
  • \(\Delta T\) = algebraic change in temperature; \(L\) = original length; \(\delta_T\) = change in length

Thermal Stress

A statically determinate member expands or contracts freely — no stress develops. In a statically indeterminate member, the supports constrain the thermal displacement, producing thermal stresses that can be large and must be considered in design (hence expansion joints in bridges and pipelines). The analysis combines equilibrium, compatibility, and the load–displacement relations exactly as in Section 4.4, with \(\delta_T\) added to the displacement terms.

4.7Stress Concentrations

Stress Concentration

Complex, non-uniform stress distributions arise not only at points of load application, but at any section where the cross-sectional area changes abruptly — holes, notches, shoulder fillets. The maximum normal stress occurs at the smallest cross section, and equilibrium still requires the stress distribution there to integrate to the internal force: \(N = \int_A \sigma\, dA\) (the volume under the stress diagram, acting through its centroid).

Stress Concentration Factor
\[ K = \frac{\sigma_{max}}{\sigma_{avg}} \qquad\Rightarrow\qquad \sigma_{max} = K\,\frac{N}{A} \]
  • \(K\) is read from published graphs as a function of geometry only (hole size, fillet radius, width ratio).
  • \(A\) = the smallest cross-sectional area at the discontinuity.

When Stress Concentrations Matter

For brittle materials, or members under fatigue (cyclic) loading, the localized peak stress can initiate a crack and must be checked against the allowable stress. For ductile materials under static load, local yielding at the peak redistributes the stress over the section, so the concentration is usually not critical — one reason ductile materials are preferred. Designers reduce K with generous fillets and relief features (e.g. drilled holes at the ends of grooves).

4.8Inelastic Axial Deformation

Elastic Perfectly Plastic Behavior

Members are sometimes designed to yield intentionally (energy absorption) or may be accidentally overloaded. The simplest model is the elastic perfectly plastic (elastoplastic) material: linear elastic up to \(\sigma_Y\), then continued straining at constant stress \(\sigma_Y\) with no strain hardening.

Plastic Load

At a stress concentration, yielding begins when \(\sigma_{max} = K\,N/A\) first reaches \(\sigma_Y\) — i.e. at \(N_Y = \sigma_Y A / K\). Further load does not raise the peak stress; instead the yielded zone spreads across the section while the stress there stays at \(\sigma_Y\). When the entire section has yielded, the stress distribution is uniform at \(\sigma_Y\) and the member carries its largest possible axial force, the plastic load \(N_p = \sigma_Y A\). In indeterminate systems, members can yield one at a time, redistributing load to the still-elastic members until the system reaches its collapse condition.

4.9Residual Stress

Residual Stress

If a statically indeterminate member (or system) is loaded into the plastic range and then unloaded, it will not return to a stress-free state: self-equilibrating residual stresses remain locked in. The reason is that plastic strains acquired during loading are permanent, yet the supports still force the displacements to be compatible.

Analysis by superposition: unloading is elastic, so the residual state equals the inelastic stress distribution at full load plus the fully elastic distribution computed for the same load applied in reverse. Members or regions that yielded in tension typically end up in residual compression, and vice versa.

Physical meaning

Internal axial force comes from a cut-member free-body diagram; stress and displacement are separate responses obtained only after the force is known.

Problem-solving strategy

  1. Classify the requested response and identify whether the supplied data are elastic, inelastic, thermal, or geometric.
  2. Draw the specimen or member and its free-body diagram; state a tension-positive axial convention.
  3. Choose the applicable constitutive relation and, where needed, write equilibrium and compatibility independently.
  4. Keep force, stress, strain, and displacement distinct while carrying one consistent unit system.
  5. Audit yield, instability, serviceability, and the limits of the idealized result before using it.

Applications and axial-member judgment

EXAMPLE 1Displacement of a stepped tie
A stepped brass tie is fixed at its left end. Segment AB is \(0.60\ \text{m}\) long with \(A=500\ \text{mm}^2\), and BC is \(0.40\ \text{m}\) long with \(A=300\ \text{mm}^2\). A \(30\ \text{kN}\) tensile force acts at C; \(E=100\ \text{GPa}\). Determine C displacement.

Recognition strategy

A single collinear end load produces the same internal tension in both prismatic segments, so algebraic segment deformations are appropriate.

Given information

Use \(N=30\ \text{kN}\), \(E=100\ \text{GPa}\), and the stated lengths and areas; joints are assumed rigid and slip-free.

Model and interpretation

Cut each segment and use tension-positive \(N\). Uniform stress is assumed away from the load and support regions.

Step-by-step solution
1. Plan. The whole-member free body gives a \(30\ \text{kN}\) support reaction, and each cut shows \(N=+30\ \text{kN}\).
2. Formulate. Write compatibility as the series displacement \(\delta_C=\delta_{AB}+\delta_{BC}\), because both segments elongate.
3. Calculate. Calculate \(\delta_{AB}=NL/(AE)=30000(0.60)/[500\times10^{-6}(100\times10^9)]=0.360\ \text{mm}\).
4. Assess. Likewise \(\delta_{BC}=30000(0.40)/[300\times10^{-6}(100\times10^9)]=0.400\ \text{mm}\), giving \(0.760\ \text{mm}\).

Verification

Units: Each \(NL/(AE)\) term reduces to metres; converting the sum to millimetres is performed only after consistent SI calculation.

Signs and direction: Both internal forces are positive tension, so both elongations add and C moves in the applied-load direction.

Plausibility: The smaller-area segment deflects slightly more despite being shorter, which follows from its lower axial stiffness \(AE/L\).

Final result: \(\boxed{\delta_C=+0.760\ \text{mm}}\).

Engineering interpretation

This is an elastic service displacement, not a strength approval. The designer must also compare segment stresses with allowable limits and check connection load transfer.

EXAMPLE 2Restrained thermal expansion
A straight aluminum rail is installed stress-free between rigid stops at \(20^\circ\text{C}\). It is heated uniformly to \(65^\circ\text{C}\); \(E=69\ \text{GPa}\) and \(\alpha=23\times10^{-6}/^\circ\text{C}\). Determine the induced axial stress.

Recognition strategy

Rigid stops and temperature change require thermal compatibility: free expansion is cancelled by elastic compression, independent of rail area and length.

Given information

Use \(\Delta T=45^\circ\text{C}\), \(E=69\ \text{GPa}\), and \(\alpha=23\times10^{-6}/^\circ\text{C}\), with uniform temperature.

Model and interpretation

Take tensile strain positive. The fixed-end condition is \(\epsilon_{elastic}+\epsilon_{thermal}=0\).

Step-by-step solution
1. Plan. The free thermal strain would be \(\epsilon_T=\alpha\Delta T=23\times10^{-6}(45)=1.035\times10^{-3}\).
2. Formulate. Compatibility requires elastic strain \(\epsilon_e=-1.035\times10^{-3}\), representing compression that prevents the extension.
3. Calculate. Use Hooke’s law for the elastic portion: \(\sigma=E\epsilon_e=(69\times10^9)(-1.035\times10^{-3})\).
4. Assess. The resulting stress is \(-71.4\ \text{MPa}\); an area would be needed only to convert this stress to support force.

Verification

Units: \(E\alpha\Delta T\) has units \(\text{Pa}(1/^\circ\text{C})(^\circ\text{C})=\text{Pa}\), as required for stress.

Signs and direction: Heating causes a negative compressive stress under the stated tension-positive convention; a free rail would have zero stress.

Plausibility: The magnitude is plausible for restrained metal expansion but must be compared with temperature-dependent yield data and support capacity.

Final result: \(\boxed{\sigma=-71.4\ \text{MPa}\ \text{(compression)}}\).

Engineering interpretation

Expansion gaps and sliding supports can eliminate this idealized thermal stress. Actual systems also require assessment of gradients, friction, restraint flexibility, and installation temperature.

EXAMPLE 3Net section and fillet screening
A cyclically loaded stainless-steel strap carries \(42\ \text{kN}\) tension through a net section of \(700\ \text{mm}^2\). A handbook factor for its shoulder geometry is \(K_t=2.1\), and a preliminary static allowable stress is \(180\ \text{MPa}\). Determine nominal and elastic peak stress, then judge the static screen.

Recognition strategy

A geometry discontinuity calls for separate nominal net-section stress and local elastic peak; the factor must not replace equilibrium.

Given information

Use \(N=42\ \text{kN}\), \(A_{net}=700\ \text{mm}^2\), \(K_t=2.1\), and the supplied static allowable; cyclic data are absent.

Model and interpretation

A cut through the net section gives tension-positive \(N\). \(K_t\) estimates an elastic local peak and does not change the resultant force.

Step-by-step solution
1. Plan. Compute nominal stress from equilibrium: \(\sigma_{nom}=N/A=42000/700=60.0\ \text{MPa}\).
2. Formulate. Apply the geometry factor only to that nominal stress: \(\sigma_{max}=K_t\sigma_{nom}=2.1(60.0\ \text{MPa})\).
3. Calculate. The elastic peak estimate is \(126\ \text{MPa}\), below the stated \(180\ \text{MPa}\) static allowable.
4. Assess. Because loading is cyclic, retain this as a static screen and obtain fatigue concentration, mean stress, finish, and S–N information before release.

Verification

Units: \(\text{N}/\text{mm}^2=\text{MPa}\), and dimensionless \(K_t\) preserves those stress units.

Signs and direction: The positive result denotes tensile nominal and peak stresses; it is not a separate applied force at the shoulder.

Plausibility: A peak-to-nominal ratio of 2.1 matches the supplied factor, providing an independent arithmetic check.

Final result: \(\boxed{\sigma_{nom}=60.0\ \text{MPa},\ \sigma_{max}=126\ \text{MPa}}\), passing only the preliminary static screen.

Engineering interpretation

A local elastic concentration is especially consequential for fatigue and brittle fracture. Final design requires code allowables, notch sensitivity, inspection criteria, and the real load spectrum.

Chapter recap

  • Use section equilibrium to obtain internal force, then combine constitutive response and compatibility only when the member and supports justify them.
  • Before moving on: identify assumptions, set signs and units, compute the requested response, and check yielding, serviceability, and the relevant failure mode.
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