EDEXCEL MODULE

STRENGTHS OF MATERIALS - H2

OUTCOME 1 - TUTORIAL 1

COMPLEX STRESS AND STRAIN

You should judge your progress by completing the self assessment

exercises. These may be sent for marking at a cost (see home page).

• On completion of this tutorial you should be able to do the

following.

• Explain a complex stress situation.

• Derive formulae for complex stress situations.

• Analyse and solve stresses in a complex stress situation.

• Solve problems using a graphical method (Mohr’s Circle)

• Explain the use of strain gauge rosettes to determine principal strains

and stresses.

• Apply the theory to combined bending and torsion problems.

©D.J.Dunn 1
1. COMPLEX STRESS

Materials in a stressed component often have direct and shear stresses acting in two or more
directions at the same time. This is a complex stress situation. The engineer must then find the
maximum stress in the material. We will only consider stresses in two dimensions, x and y. The
analysis leads on to a useful tool for solving complex stress problems called Mohr's' Circle of
Stress.

1.1 DERIVATION OF EQUATIONS

Consider a rectangular part of the component material. Stress σx acts on the x plane and σy acts on
the y plane. The shear stress acting on the plane on which σx acts is τx and τy acts on the plane on
which σy acts. The shear stresses are complementary and so must have opposite rotation. We will
take clockwise shear to be positive and anti-clockwise as negative.

σx
τx

τ
τ θ
y σθ
σy
y σ y

θ τy
τ
σx x
Figure 1

Now consider a plane at angle θ to the x plane. The plane is in equilibrium so all the forces and
moments on the plane must add up to zero. The stresses must first be turned into forces.

If the material is 1 m thick normal to the paper then the areas are dx and dy on the sides and y/sinθ
or x /cosθ on the sloping plane.

Consider the balance of forces on the lower corner. First the forces are resolved perpendicular and
parallel to the plane.

Figure 2

2
 a = yσy sinθ. b = yσy cosθ.
c = yτy cosθ. d = yτy sinθ.
e = xτx sinθ. f = xτx cosθ.
g = xσx cosθ. h = xσx sinθ.

All the forces normal to the plane must add up to (y/sinθ ) σ θ.

Figure 3

Balancing we have a + c + e + g = (y/sinθ) σθ

All the forces parallel to the plane must add up to (y/sinθ ) τθ

- f + h+ b - d = (y/sinθ ) τθ

Making the substitutions and conducting algebraic process will yield the following results.
y
σ θ = yσ y sin θ + yτ y cosθ + xτ x sin θ + xσ x cosθ
sin θ
x x
σ θ = σ y sin 2 θ + τ y sin θ cosθ + τ x sin 2 θ + sin θ cosθ
y y
1 − cos 2θ sin 2θ sin 2 θ sin θ cosθ
σθ = σ y +τ y +τ x +σ x
2 2 tan θ tan θ
1 − cos 2θ sin 2θ sin 2θ 1 + cos 2θ
σθ = σ y +τ y +τ x +σ x
2 2 2 2
σy cos 2θ sin 2θ sin 2θ σ x cos 2θ
σθ = −σ y +τ y +τ x + +σ x
2 2 2 2 2 2
The shear stress on both planes are equal so denote them both by τxy = τx = τy

(σ +σ y ) (σ − σ y )cos 2θ
σθ = + + τ xy sin 2θ
x x
............(1.1)
2 2

Repeating the process for the shear stress we get

(σ − σ y )sin 2θ
τθ = − τ xy cos 2θ ...................(1.2)
x

2
If the value of σθ and τθ are
 plotted against θ for a given value of σx and σy the resulting graphs are
as shown below.

3
 Figure 4

The graphs show that the direct stresses have a maximum and minimum value. These are called the
PRINCIPAL STRESSES. The principal stresses occur on planes 90o apart. These planes are called
the PRINCIPAL PLANES. Further, the shear stress has an equal maximum and minimum value on
planes 90o apart and 45o from the principal planes. This is of interest because brittle materials fail
on these planes. For example, if a brittle material is broken in a tensile test, the fracture occurs on a
plane at 45o to the direction of pull indicating that they fail in shear. Further it can be seen that the
principal planes have no shear stress so this is a definition of a principle plane.

4
1.2 DETERMINING THE PRINCIPAL STRESSES AND PLANES

The stresses are a maximum or minimum on the principal planes so using max. and min theory we
have

dσ θ
= −(σ x − σ y )sin 2θ + 2τ cos 2θ = 0
dθ
2τ cos 2θ = (σ x − σ y )sin 2θ
2τ
tan 2θ = .............(1.3)
σ x −σ y

There are two solutions to this equation giving answers less than 360o and they differ by 90o. From
this the angle of the principal plane may be found. If this angle is substituted into equation A and
algebraic manipulation conducted the stress values are then the principal stresses and are found to
be given as

(σ +σ y ) (σ − σ y ) + 4τ 2 xy
2

σ max = σ 1 =
x
+
x
.............(1.4)
2 2
(σ +σ y ) (σ − σ y ) + 4τ 2 xy
2

σ min = σ 2 =
x
−
x
............(1.5)
2 2
Repeating the process for equation B, the shear stress, we get
(σ − σ y ) + 4τ 2 xy
2
σ1 −σ 2
τ max =
x
= ……………..(1.6)
2 2
− (σ − σ y ) + 4τ 2 xy
2
⎡σ − σ 2 ⎤
τ min =
x
= −⎢ 1 ⎥ …………(1.7)
2 ⎣ 2 ⎦

WORKED EXAMPLE No. 1

Using the formulae, find the principal stresses for the case shown below and the position of the
principal plane.

Figure 5

5
SOLUTION

2τ 2 x 150
= − tan2θ = = −3
σx − σy 200 - 100

2θ = -71.6o or 108.4o

θ = -35.8o or 54.2o

Putting this into equations 1.1 and 1.2 we have

(σ x + σ y ) (σ x − σ y )cos 2θ
σθ = + + τ xy sin 2θ
2 2

σθ =
(200 + 100) + (200 − 100) cos(−71.6 o ) + 150 sin(−71.6 o )
2 2
σ θ = 308.1 MPa
σ 1 = 308.1 MPa

Using the other angle.

σθ =
(200 + 100) + (200 − 100) cos(108.4 o ) + 150 sin(108.4 o )
2 2
σ θ = -8.1 MPa
σ 2 = -8.1 MPa

(σ − σ y )sin 2θ
τθ = − τ xy cos 2θ
x

τθ =
(100 − 200)sin 71.6 o + 150 cos 71.6 o = 0 (This is as expected)
2

From equations 1.6 and 1.7 we have

τmax = (1/2)(σ1 - σ2) = 158.1 MPa

τmin = -(1/2)(σ1 - σ2) = -158.1 MPa

It is easier to use equations 1.4 and 1.5 as follows.

(σ +σ y ) (σ − σ y ) + 4τ 2 xy
2

σ max = σ 1 =
x
+
x

2 2

σ1 =
(200 + 100) + (200 − 100) 2
+ 4 x 150 2
= 308.1 MPa
2 2
(200 + 100) (200 − 100)2 + 4 x 150 2
σ min =σ2 = − = −8.1 MPa
2 2

6
1.3. MOHR'S CIRCLE OF STRESS

Mohr found a way to represent equations 1.1 and 1.2 graphically. The following rules should be
used.

1. Draw point 'O' at a suitable position (which is possible to see with experience)

2. Measure σx and σy along the horizontal axis using a suitable scale.

3. Find the centre half way between the marked points.

4. Draw τxy up at x and down at y if positive or opposite if negative.

5. Draw the circle and diagonal.

6. Measure σ1, σ2 , 2θand τmax.

Figure 6

Consider the triangle. The sides are as shown.

Figure 7

7
Applying trigonometry we find the same results as before so proving the geometry represents the
equations.

2τ
tan 2θ = …………………………(1.3)
σ x −σ y
(σ +σ y ) (σ − σ y ) + 4τ 2 xy
2

σ max = σ 1 =
x
+
x
.............(1.4)
2 2

(σ +σ y ) (σ − σ y ) + 4τ 2 xy
2

σ min = σ 2 =
x
−
x
............(1.5)
2 2

WORKED EXAMPLE No.2

Show that the solution in worked example No.1 may be obtained by constructing the circle of
stress.

SOLUTION

Following the rules for construction figure 8 is obtained.

Figure 8

8
WORKED EXAMPLE No.3

A material has direct stresses of 120 MPa tensile and 80 MPa compressive acting on mutually
perpendicular planes. There is no shear stress on these planes. Draw Mohr’s circle of stress and
determine the stresses on a plane 20o to the plane of the larger stress.

SOLUTION

Since there is no shear stress, σx and σy are the principal stresses and are at the edge of the circle.
Select the origin '0' and plot +120 to the right and -80 to the left.

Draw the circle to encompass these points and mark the centre of the circle.

Using a protractor draw the required plane at 40o to the horizontal (assumed anti-clockwise)
through the middle of the circle.

Draw the verticals. Scale the direct stress σθ and shear stressτθ . These may be checked with the
formulae if confirmation is required.

Figure 9

9
 SELF ASSESSMENT EXERCISE No.1

a) Figure 10 shows an element of material with direct stresses on the x and y planes with no shear
stress on those planes. Show by balancing the forces on the triangular element that the direct
and shear stress on the plane at angle θ anti-clockwise of the x plane is given by
(σ x + σ y ) (σ x − σ y )cos 2θ
σθ = +
2 2
(σ x − σ y )sin 2θ
τθ =
2

Show how Mohr’s circle of stress represents this equation.

x

σ
x

τ
σy θ
σθ
y
σy
θ

σ
x
Figure 10

b). An elastic material is subjected to two mutually perpendicular stresses 80MPa tensile and 40
MPa compressive. Determine the direct and shear stresses acting on a plane 30o to the plane on
which the 80 MPa stress acts.

(Hint for solution) The derivation is the same as in the notes but with no shear stress, i.e. the
stresses shown on fig.9 are the principal stresses.

(50 MPa and 52 MPa)

10
2. Define the terms principal stress and principal plane.

A piece of elastic material has direct stresses of 80 MPa tensile and 40 MPa compressive on
two mutually perpendicular planes. A clockwise shear stress acts on the plane with the 80 MPa
stress and an equal and opposite complementary shear stress acts on the other plane.
The maximum principal stress in the material is 100 MPa tensile. Construct Mohrs' circle of
stress and determine the following.

i. The shear stress on the planes. (52 MPa)

ii. The maximum shear stress. (80 MPa)

iii. The minimum principal stress. (-60 MPa)

iv. The position of the principal planes. (20o C.W. of 80 MPa direction)

(Hint for solution. Make the larger stress act on the x plane and the other on y plane. Mark off
σx, σy and σ1. This is enough data to draw the circle.)

11
2. COMPLEX STRAIN

2.1 PRINCIPAL STRAINS

In any stress system there are 3 mutually perpendicular planes on which only direct stress acts and
there is no shear stress. These are the principal planes and the stresses are the principal stresses.
These are designates σ1, σ2 and σ3 . The corresponding strains are the principal strains ε1, ε2 and
ε3 .

Figure 11
The strain in each direction is given by
1 1
ε 1 = (σ 1 − νσ 2 − νσ 3 ) = [σ 1 − ν (σ 2 + σ 3 )]
E E
1 1
ε 2 = (σ 2 − νσ 1 − νσ 3 ) = [σ 2 − ν (σ 1 + σ 3 )]
E E
1 1
ε 3 = (σ 3 − νσ 1 − νσ 3 ) = [σ 3 − ν (σ 1 + σ 2 )]
E E

Most often we only study 2 dimensional systems in which case σ3 = 0 so

1
ε 1 = [σ 1 − ν (σ 2 )]..............(2.1)
E
1
ε 2 = [σ 2 − ν (σ 1 )]..............(2.2)
E
It is more practical to measure strains and convert them into stresses as follows. From equation 2.2
Eε2 + νσ1= σ2

Substituting for σ2 in equation 1 we have

1
ε 1 = [σ 1 − ν (Eε 2 + νσ 1 )]
E
[
Eε 1 = σ 1 − ν Eε 2 + ν 2 σ 1 ]
( )
Eε 1 = σ 1 1 − ν 2 − ν Eε 2
(
Eε 1 + νEε 2 = σ 1 1 − ν 2 )
σ1 =
E
(ε 1 + νε 2 )
1 −ν 2
Similarly we can show
σ2 =
E
(ε 2 + νε 1 )
1 −ν 2

These formulas should be used for converting principal strains into principal stresses.

12
 SELF ASSESSMENT EXERCISE No.2

1. The principal strains acting on a steel component are 12 µε and 6 µε. Determine the principal
stresses.

E = 205 GPa υ = 0.32 (Ans. 2.247 MPa and 3.179 MPa)

2. The principal strains acting on a steel component are -100 µε and 160 µε. Determine the
principal stresses.

E = 205 GPa υ = 0.32 (Ans. 29.2 MPa and -11.14 MPa)

2.2 MOHR'S CIRCLE OF STRAIN

2 dimensional strain may be analysed in much the same way as 2 dimensional stress and the circle
of strain is a graphic construction very similar to the circle of stress. First consider how the
equations for the strain on any plane are derived.

Consider a rectangle A,B,C,D which is stretched to A',B',C',D under the action of two principal
stresses. The diagonal rotates an angle β from the original direction. The plane under study is this
diagonal at angle θ to the horizontal.

Figure 12

The principal strains are ε1 = BE/AB so BE = ε1 AB

and ε2 = EB'/CB so EB' = ε2 CB

Figure 13

13
BH is nearly the same length as FG.

FB' = FG + GB' = BE cosθ + EB' sin θ = ε1AB cosθ + ε2CB sinθ

The strain acting on the plane at angle θ is εθ = FB'/DB

εθ = ε1cos2θ + ε2sin2θ

εθ = ½(ε1+ε2) + ½(ε1-ε2) cos2θ ....................(2.3)

BF is nearly the same length as HG so

BF = HE - GE = BE sinθ - EB' cosθ

BF = ε1AB sinθ + ε2CB cosθ

β = BF/DB = ε1cosθ sinθ - ε2cosθ sinθ

β = ½(ε1-ε2)sin2θ ..................(2.4)

Equations 2.3 and 2.4 may be compared to the equations for 2 dimensional stress which were
σθ=
 ½(σ1 + σ2) + ½{(σ1 - σ2)}cos 2θ ........(2.5)

τθ=
 ½{(σ1 - σ2)}sin 2θ ...........(2.6)

It follows that a graphical construction may be made in the same way for strain as for stress. There
is one complication. Comparing equations 4 and 6, τθ is  the shear stress but β is not the shear
strain. It can be shown that the rotation of the diagonal (in radians) is in fact half the shear strain on
it (γ) and negative so equation 4 becomes

-½ γ= ½(ε1-ε2)sin2θ ..................(2.7)

These equations may be used to determine the strains on two mutually perpendicular planes x and y
by using the appropriate angle. Alternatively, they may be solved by constructing the circle of
strain.

14
2.3 CONSTRUCTION

Figure 14

1. Draw point 'O' at a suitable position (which is possible to see with experience)

2. Measure ε1 and ε2 along the horizontal axis using a suitable scale.

3. Find the centre half way between the marked points.

4. Draw the circle.

5. Draw in the required plane at the double angle.

6. Measure εx and ε and β.

SELF ASSESSMENT EXERCISE No.3

1. The principal strains in a material are 500 µε and 300 µε . Calculate the direct strain and shear
strain on a plane 30o anti clockwise of the first principal strain.
(Answers 450 µε and -173.2 µε.)

2. Repeat the problem by constructing the circle of strain.

3. The principal strains in a material are 600 µε and -200 µε . Determine the direct strain and shear
strain on a plane 22.5o clockwise of the first principal strain.
(Answers 480 µε and -800 µε.)

15
3. STRAIN GAUGE ROSETTES

It is possible to measure strain but not stress. Strain gauges are small surface mounting devices
which, when connected to suitable electronic equipment, enable strain to be measured directly.

In order to construct a circle of strain without knowing the principal strains, we might expect to use
the strains on two mutually perpendicular plains (x and y) and the accompanying shear strain.
Unfortunately, it is not possible to measure shear strain so we need three measurements of direct
strain in order to construct a circle. The three strain gauges are conveniently manufactured on one
surface mounting strip and this is called a strain gauge rosette. There are two common forms. One
has the gauges at 45o to each other and the other has them at 60o to each other. The method for
drawing the circle of strain is different for each.

Figure 15

We shall label the gauges A, B and C in an anti clockwise direction as shown.

2.1 CONSTRUCTION OF THE 45o CIRCLE

We shall use a numerical example to explain the construction of the circle. Suppose the three strains
are εA =700 µε εB = 300 µε εC = 200µε

1. Choose a suitable origin O

2. Scale off horizontal distances for εA, εB and ε
C and mark them as A, B and C.
3. Mark the centre of the circle M half way
between A and C.
4. Construct vertical lines through A, B and C
5. Measure distance BM
6. Draw lines A A' and C C' equal in length to
BM
7. Draw circle centre M and radius M A' and M
C'
8. Draw B B'

Figure 16

Scaling off the values we find ε1= 742 µε, ε2=158 µε and the angle 2θ = 30o
The first principal plane is hence 15o clockwise of plane A.

16
 SELF ASSESSMENT EXERCISE No.4

1. The results from a 45o strain gauge rosette are

εA = 200 µε
εB = -100 µε
εC = 300 µε

Draw the strain circle and deduce the principal strains. Determine the position of the first principal
plane. Go on to convert these into principal stresses given E = 205 GPa and ν = 0.29.

(Answers ε1 = 603 µε ε2 = -103 µε σ1 =128.3 MPa σ2 =16 MPa

The first principal plane is 49o clockwise of plane A)

17
3.2 CONSTRUCTION OF A 60o ROSETTE

1. Select a suitable origin O

2. Scale of A, B and C to represent the three strains.
3. Calculate OM = (A + B + C)/3
4. Draw the inner circle radius MA
5. Draw the triangle (60o each corner)
6. Draw outer circle passing through B' and C'.
7. Make sure that the planes are A,B and C in an anti
clockwise direction because you can obtain an upside
down version for clockwise directions.
8. Scale off principal strains.

Figure 17

SELF ASSESSMENT EXERCISE No.5

1. The results from a 60o strain gauge rosette are

εA = 700 µε
εB = 200 µε
εC = -100 µε

Draw the strain circle and deduce the principal strains. determine the position of the first
principal plane. Go on to convert these into principal stresses given E = 205 GPa and ν = 0.25.

(Answers ε1 = 733 µε ε2 = -198 µε σ1 =149.4 MPa σ2 =-3.6 MPa

The first principal plane is 11o anti clockwise of plane A)

18
4. COMBINED BENDING, TORSION AND AXIAL LOADING.

When a material is subjected to a combination of direct stress, bending and torsion at the same time,
we have a complex stress situation. A good example of this is a propeller shaft in which torsion is
produced. If in addition there is
some misalignment of the
bearings, the shaft will bend as it
rotates. If a snap shot is taken,
one side of the shaft will be in
tension and one in
compression. The shear stress
direction depends upon the
direction of the torque being
transmitted.

Figure 18

The bending and shear stresses on their own are a maximum on the surface but they will combine to
produce even larger stresses. The maximum stress in the material is the principal stress and this
may be found with the formulae or by constructing Mohr’s circle. In earlier work it was shown that
the maximum direct and shear stress was given by the following formula.
(σx + σy ) (σ x − σ y )2 + 4τ 2 xy (σ x − σ y )2 + 4τ 2 xy
σ max = σ1 = + τ max =
2 2 2
If there is only one direct stress in the axial direction σx and an accompanying shear stress τ
(assumed positive), then putting σy = 0 we have the following.
(σ) (σ )2 + 4τ 2 (σ )2 + 4τ 2
σ max = + τ max =
2 2 2
If the axial stress is only due to bending, then σ = σB. From the bending and torsion equations we
have formula for σB and τ as follows.
My MD 32M TR TD 16T
σB = = = 3
and τ = = =
I 2I πD J 2J πD 3
Substituting for σ and τ we get the following result.
16 ⎡ 16
σ max = 3 ⎢
M + T 2 + M 2 ⎤ and τ max = T2 + M2
πD ⎣ ⎥
⎦ πD 3

It was shown earlier that the angle of the principal plane could be found from the following
2τ 2τ
formula. tan 2θ = . Putting σx = σ and σy = 0 this becomes tan 2θ = . If there is
σ x −σ y σ
only bending stress and torsion we may substitute for σB and τ as before, we get the following
formula.
T
tan2θ =
M
If the direct stress is due to bending and an additional axial load, (e.g. due to the propeller pushing
or pulling), the direct stresses should be added together first to find σ as they are in the same
direction. You could draw Mohr’s circle to solve these problems or use the appropriate formulae.

19
WORKED EXAMPLE No.4

A propeller shaft has a bending stress of 7 MPa on the surface. Torsion produces a shear stress
of 5 MPa on same point of the surface. The propeller pushes and puts a compressive stress of 2
MPa in the shaft.

Determine the following.

• The principal stresses on the surface.
• The position of the principal plane.

SOLUTION

Since we have stress values, the problem is best solved by drawing Mohr’s circle. At the point
considered we have two a direct stresses and a shear stress. The total direct stress is 7 - 2 = 5
MPa. Let this be σx and let the shear stress be positive on this plane. σy will be zero and the
shear stress will be negative on the y plane.

Construction of the circle yields principle stresses of 8.09 and -3.09 MPa. The principle plane
is 31.7o clockwise of the x plane.

Figure 19

20
Check the answers by using the formulae.

σ max =
(σ ) + (σ )2 + 4τ 2 =
5
+
52 + 4 x 52
= 8.09 MPa
2 2 2 2
(σ )2 + 4τ 2 52 + 4 x 52
τ max = = = 5.59 MPa
2 2
2τ 2 x 5
tan 2θ = = =2 2θ = 63.43 θ = 31.7 o
σ 5

WORKED EXAMPLE No.5

A solid circular shaft 100 mm diameter is subjected to a bending moment of 300 Nm and a
Torque of 400 Nm. Calculate the maximum direct stress and shear stress in the shaft.

SOLUTION

As there is no other axial load we can use the simpler formulae.

16 ⎡ 16 ⎡
σ max = 3⎢
M + T2 + M2 ⎤ = 300 + 400 2 + 300 2 ⎤
πD ⎣ ⎥
⎦ π(0.1) ⎣
3 ⎢ ⎥⎦
σ max = 4.07 MPa
16 16
τ max = 3
T 2 + M 2 = τ max = 3
400 2 + 300 2
πD π(0.1)
τ max = 2.55 MPa
T 400
tan2θ = = = 1.333 2θ = 53.13o θ = 26.6 o
M 300

21
 SELF ASSESSMENT EXERCISE No.5

1. A shaft is subjected to bending and torsion such that the bending stress on the surface is 80
MPa and the shear stress is 120 MPa. Determine the maximum stress and the direction of the
plane on which it occurs relative to the axis of the shaft.

(166.5 MPa 35.8o clockwise of the axis)

2. A solid circular shaft 120 mm diameter is subjected to a torque of 2000 Nm and a bending
moment of 8000 Nm. Calculate the maximum direct and shear stress and the angle of the
principal plane.

(47.9 MPa, 24.3 MPa and 7o)

3. A solid circular shaft 60 mm diameter transmits a torque of 50 kNm and has a bending moment
of 9 kNm. Calculate the maximum direct and shear stress and the angle of the principal plane.

(1.41 MPa, 1.2 MPa and 39.9o)

4. A solid circular shaft is 90 mm diameter. It transmits 80 kNm of torque and in addition there is
a tensile axial force of 8 kN and a bending moment of 30 kNm. Calculate the following.

i. The maximum stress due to bending alone. (41.9 MPa)

ii. The shear stress due to torsion alone. (55.9 MPa)
iii. The stress due to the axial force alone. (1.26 MPa)
iv. The maximum direct stress. (81.5 MPa)
v. The maximum shear stress. (59.9 MPa)
vi. The position of the principal plane. (34.4o relative to the axis)

22