Statics
Statics
Statics
Daniel W. Baker
Colorado State University
William Haynes
Massachusetts Maritime Academy
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the source code on GitHub.
Daniel W. Baker Anna Howard
Colorado State University North Carolina State University
Project lead, chapter author, and in- Chapter author
teractive developer
James Lord
Virginia Tech
Devin Berg
University of Wisconsin - Stout Chapter author
Chapter author Randy Mondragon
Colorado State University
Andy Guyader Interactive developer
Cal Poly, San Luis Obispo
Chapter author Jacob Moore
Penn State University – Mont Alto
William Haynes Chapter author
Massachusetts Maritime Academy
Scott Bevill
Chapter author, interactive devel- Colorado Mesa University
oper, and PreTeXt lead Chapter reviewer
Erin Henslee Eric Davishahl
Wake Forest University Whatcom Community College
Chapter author Chapter reviewer
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The book was supported by funding from the Colorado Department of Higher
Education, the Colorado State University Digital Learning Initiative, and the
Colorado State University Libraries.
vii
Contents
Acknowledgements vii
1 Introduction to Statics 1
1.1 Newton’s Laws of Motion . . . . . . . . . . . . . . . . . 3
1.2 Units . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.3 Forces . . . . . . . . . . . . . . . . . . . . . . . . . . 10
1.4 Problem Solving . . . . . . . . . . . . . . . . . . . . . 12
3 Equilibrium of Particles 62
3.1 Equilibrium . . . . . . . . . . . . . . . . . . . . . . . 62
3.2 Particles . . . . . . . . . . . . . . . . . . . . . . . . . 63
3.3 1D Particle Equilibrium . . . . . . . . . . . . . . . . . . 64
3.4 2D Particle Equilibrium . . . . . . . . . . . . . . . . . . 73
3.5 3D Particle Equilibrium . . . . . . . . . . . . . . . . . . 90
3.6 Exercises (Ch. 3) . . . . . . . . . . . . . . . . . . . . . 101
viii
CONTENTS ix
9 Friction 286
9.1 Dry Friction . . . . . . . . . . . . . . . . . . . . . . . 287
9.2 Slipping vs. Tipping . . . . . . . . . . . . . . . . . . . . 293
9.3 Wedges . . . . . . . . . . . . . . . . . . . . . . . . . 294
9.4 Screw Threads . . . . . . . . . . . . . . . . . . . . . . 297
9.5 Flexible Belts. . . . . . . . . . . . . . . . . . . . . . . 305
9.6 Journal Bearings . . . . . . . . . . . . . . . . . . . . . 313
9.7 Rotating Discs . . . . . . . . . . . . . . . . . . . . . . 315
9.8 Exercises (Ch. 9) . . . . . . . . . . . . . . . . . . . . . 321
Appendices
A Notation 367
Introduction to Statics
Engineering Statics is the gateway into engineering mechanics, which is the ap-
plication of Newtonian physics to design and analyze objects, systems, and struc-
tures with respect to motion, deformation, and failure. In addition to learning
the subject itself, you will also develop skills in the art and practice of problem
solving and mathematical modeling, skills that will benefit you throughout your
engineering career.
The subject is called “statics” because it is concerned with particles and rigid
bodies that are in equilibrium, and these will usually be stationary, i.e. static.
The chapters in this book are:
Rigid Body Equilibrium— balance of forces and moments for single rigid
bodies.
Internal Forces— forces and moments within beams and other rigid bodies.
1
CHAPTER 1. INTRODUCTION TO STATICS 2
Your statics course may not cover all of these topics, or may move through
them in a different order.
Below are two examples of the types of problems you’ll learn to solve in
statics. Notice that each can be described with a picture and problem statement,
a free-body diagram, and equations of equilibrium.
Equilibrium of a particle: A 140 lb person walks across a slackline
stretched between two trees. If angles α and θ are known, find the tension
in each end of the slackline.
y Person’s point of contact
to slackline:
ΣFx = 0
x
−T1 cos α + T2 cos θ = 0
ΣFy = 0
T1 sin α + T2 sin θ − W = 0
ΣFx = 0
D −Cx + Fx − Vx − Nx = 0
ΣFy = 0
−Cy − Fy − Vy + Ny = 0
F
ΣMD = 0
+(dy )Cx + (dx )Cy − MD = 0
The knowledge and skills gained in Statics will be used in your other en-
gineering courses, in particular in Dynamics, Mechanics of Solids (also called
Strength or Mechanics of Materials), and in Fluid Mechanics. Statics will be a
foundation of your engineering career.
CHAPTER 1. INTRODUCTION TO STATICS 3
Figure 1.0.1 Map of how Statics builds upon the prerequisites of Calculus and
Physics and then informs the later courses of Mechanics of Solids and Dynamics.
• What are physical examples for each of Newton’s three laws of motion?
The English scientist Sir Issac Newton established the foundation of mechan-
ics in 1687 with his three laws of motion, which describe the relation between
forces, objects and motion. Motion can be separated into two types:
Some moving bodies are purely translating, others are purely rotating, and
many are doing both. Conveniently, we can usually separate translation and
rotation and analyze them individually with independent equations.
Newton’s three laws and their implications with respect to translation and
rotation are described below.
CHAPTER 1. INTRODUCTION TO STATICS 4
This law, also sometimes called the “law of inertia,” tells us that bodies maintain
their current velocity unless a net force is applied to change it. In other words, an
object at rest it will remain at rest and a moving object will hold its current speed
and direction unless an unbalanced force causes a velocity change. Remember
that velocity is a vector quantity that includes both speed and direction, so
an unbalanced force may cause an object to speed up, slow down, or change
direction.
Figure 1.1.1 This rock is at rest with Figure 1.1.2 In deep space, where fric-
zero velocity and will remain at rest tion and gravitational forces are negli-
until a unbalanced force causes it to gible, an object moves with constant
move. velocity; near a celestial body gravita-
tional attraction continuously changes
its velocity.
Newton’s first law also applies to angular velocities, however instead of force,
the relevant quantity which causes an object to rotate is called a torque by
physicists, but usually called a moment by engineers. A moment, as you will
learn in Chapter 4, is the rotational tendency of a force. Just as a force will cause
a change in linear velocity, a moment will cause a change in angular velocity. This
can be seen in things like tops, flywheels, stationary bikes, and other objects that
spin on an axis when a moment is applied, but eventually stop because of the
opposite moment produced by friction.
CHAPTER 1. INTRODUCTION TO STATICS 5
F = ma (1.1.1)
where F is net force, m is mass, and a is acceleration.
You will notice that the force and the acceleration are in bold face. This
means these are vector quantities, having both a magnitude and a direction.
Mass on the other hand is a scalar quantity, which has only a magnitude. This
equation indicates that a force will cause an object to accelerate in the direction
of the net force, and the magnitude of the acceleration will be proportional to
the net force but inversely proportional to the mass of the object.
In this course, Statics, we are only concerned with bodies which are not accel-
erating which simplifies things considerably. When an object is not accelerating
a = 0, which implies that it is either at rest or moving with a constant velocity.
With this restriction Newton’s Second Law for translation simplifies to
X
F=0 (1.1.2)
P
where F is used to indicate the net force acting on the object.
Newton’s second law for rotational motions is similar
M = Iα. (1.1.3)
This equation states that a net moment M acting on an object will cause
an angular acceleration α proportional to the net moment and inversely propor-
tional to I, a quantity known as the mass moment of inertia. Mass moment
of inertia for rotational acceleration is analogous to ordinary mass for linear ac-
celeration. We will have more to say about the moment of inertia in Chapter 10.
Again, we see that the net moment and angular acceleration are vectors,
quantities with magnitude and direction. The mass moment of inertia, on the
other hand, is a scalar quantity and has only a magnitude. Also, since Statics
CHAPTER 1. INTRODUCTION TO STATICS 6
deals only with objects which are not accelerating α = 0, they will always be at
rest or rotating with constant angular velocity. With this restriction Newton’s
second law implies that the net moment on all static objects is zero.
X
M=0 (1.1.4)
The actions and reactions Newton is referring to are forces. Forces occur when-
ever one object interacts with another, either directly like a push or pull, or
indirectly like magnetic or gravitational attraction. Any force acting on one
body is always paired with another equal-and-opposite force acting on some
other body.
Figure 1.1.4 The earth exerts a gravitational force on the moon, and the moon
exerts an equal and opposite force on the earth.
These equal-and-opposite pairs can be confusing, particularly when there are
multiple interacting bodies. To clarify, we always begin solving statics problems
by drawing a free-body diagram — a sketch where we isolate a body or system
of interest and identify the forces acting on it, while ignoring any forces exerted
by it on interacting bodies.
Consider the situation in figure Figure 1.1.5. Diagram (a) shows a book
resting on a table supported by the floor. The weights of the book and table
are placed at their centers of gravity. To solve for the forces on the legs of the
table, we use the free-body diagram in (b) which treats the book and the table
as a single system and replaces the floor with the forces of the floor on the
table. In diagram (c) the book and table are treated as independent objects. By
separating them, the equal-and-opposite interaction forces of the book on the
table and the table on the book are exposed.
CHAPTER 1. INTRODUCTION TO STATICS 7
Statics
Statics Statics
1.2 Units
Key Questions
• What are the similarities and differences between the commonly used unit
systems?
• When a problem mentions the pounds, does this mean pounds-force [lbf]
or pounds-mass [lbm]?
Quantities used in engineering usually consist of a numeric value and an
associated unit. The value by itself is meaningless. When discussing a quantity
you must always include the associated unit, except when the correct unit is ‘no
units.’ The units themselves are established by a coherent unit system.
All unit system are based around seven base units, the important ones for
Statics being mass, length, and time. All other units of measurement are formed
by combinations of the base units. So, for example, acceleration is defined as
length [L] divided by time [t] squared, so has units
a = [L/T 2 ].
In the United States several different unit systems are commonly used includ-
ing the SI system, the British Gravitational system, and the English Engineering
system.
The SI system, abbreviated from the French Système International (d’unités)
is the modern form of the metric system. The SI system is the most widely used
system of measurement worldwide.
In the SI system, the unit of force is the newton, abbreviated N, and the
unit of mass is the kilogram, abbreviated kg. The base unit of time, used by all
systems, is the second. Prefixes are added to unit names are used to specify the
base-10 multiple of the original unit. One newton is equal to 1 kg · m/s2 because
1 N of force applied to 1 kg of mass causes the mass to accelerate at a rate of
1 m/s2 .
The British Gravitational system uses the foot as the base unit of distance,
the second for time, and the slug for mass. Force is a derived unit called the
pound-force, abbreviated lbf, or pound for short. One pound-force will accelerate
a mass of one slug at 1 ft/s2 , so 1 lbf = 1 slug · ft/s2 . On earth, a 1 slug mass
weighs 32.2 lbf.
The English Engineering system uses the pound-mass as the base unit of
mass, where
32.2 lbm = 1 slug = 0.4536 kg.
The acceleration of gravity remains the same as in the British Gravitational
system, but a conversion factor is required to maintain unit consistency.
lbf · s2
=1
32.2 ft · lbm
The advantage of this system is that (on earth) 1 lbm weighs 1 lbf.
It is important to understand that mass and weight are not the same thing.
Mass describes how much matter an object contains, while weight is a force and
it is the effect of gravity on an object. You find the weight of an object from its
mass by applying Newton’s Second Law with the local acceleration of gravity g.
W = mg. (1.2.1)
Table 1.2.1 shows the standard units of weight, mass, length, time, and
gravitational acceleration in three unit systems.
Table 1.2.1 Fundamental Units
Unit System Force Mass Length Time g (Earth)
SI N kg m s 9.81 m/s2
British Gravitational lbf slug ft s 32.2 ft/s2
English Engineering lbf lbm ft s 1 lbf/1 lbm
Thinking Deeper 1.2.2 Does 1 pound-mass equal 1 pound-force? Of
course not; they have completely different units! Additionally, the acceleration
of gravity g varies from place to place. If you take a 1 lbm mass to the moon,
CHAPTER 1. INTRODUCTION TO STATICS 9
the object’s mass doesn’t change, but it’s weight does. The same mass in deep
space is weightless!
You can show that 1 lbm mass weighs 1 lbf on earth by applying Newton’s
second law with a = g = 32.2 ft/s2 with the appropriate unit conversions.
W = ma
ft
lbf · s2
= 1 lbm
32.2
ft · lbm
s2 32.2
lbm
= 1 lbf ∴ g = 1 lbf/1 lbm
lbm
= 1 lbf
Awareness of units will help you prevent errors in your engineering calcula-
tions. You should always:
• Pay attention to the units of every quantity in the problem. Forces should
have force units, distances should have distance units, etc.
• Use the unit system given in the problem statement.
• Avoid unit conversions when possible. If you must, convert given values to
a consistent set of units and stick with them.
• Check your work for unit consistency. You can only add or subtract quan-
tities which have the same units. When multiplying or dividing quantities
with units, multiply or divide the units as well. The units of quantities on
both sides of the equals sign must be the same.
• Develop a sense of the magnitudes of the units and consider your answers
for reasonableness. A kilogram is about 2.2 times as massive as a pound-
mass and a newton weighs about a quarter pound.
• Be sure to include units with every answer.
Warning 1.2.3 The gravitational “constant” g varies up to about 0.5% across
the earth’s surface due to factors including latitude and elevation, but for the
purpose of this course the values in this table are sufficiently accurate. Always
use the correct value of g based on your location and the unit system you are
using.
Don’t assume that g always equals 9.81 m/s2 !
Example 1.2.4 How much does a 5 kg bag of flour weigh?
Hint. A value in kg is a mass. Weight is a force.
Answer. W = 49.05 N
Solution.
W = mg
= 5 kg(9.81 m/s2 )
CHAPTER 1. INTRODUCTION TO STATICS 10
= 49.05 N
□
Example 1.2.5 How much does a 5 lb bag of sugar weigh?
Hint. When someone says “pounds” they probably mean “pounds-force.”.
Even if they mean pounds-mass, 1 lbmweighs1 lbf on earth.
Answer. W = 5 lb
Solution.
5 lb = 5 lbf
1.3 Forces
Key Questions
• What are some of the fundamental types of forces used in statics?
Some of the important terms used describe different types of forces are given
below; others will be defined as needed later in the book.
A point force is a force that acts at a single point. Examples would be
the push you give to open a door, the thrust of a rocket engine, or the pull of
the chain suspending a wrecking ball. In reality, point forces are an idealization
as all forces are distributed over some amount of area. Point forces are also
called concentrated forces. Point forces are the easiest type to deal with
computationally so we will learn some mathematical tools to represent other
types as point forces.
Body forces are forces that are distributed throughout a three dimensional
body. The most common body force is the weight of an object, but there are
other body forces including buoyancy and forces caused by gravitational, electric,
and magnetic fields. Weight and buoyancy will be the only body forces we
consider in this book.
In many situations, these forces are small in comparison to the other forces
acting on the object, and as such may be neglected. In practice, the decision
to neglect forces must be made on the basis of sound engineering judgment;
however, in this course you should consider the weight in your analysis if the
problem statement provides enough information to determine it, otherwise you
may ignore it.
In the example above, the point force due to the cable, and the weight of the
box are both called loads. The weight of an object and any forces intentionally
applied to it are considered loads, while forces which hold a loaded object in
equilibrium or hold parts of an object together are not.
Reaction forces or simply reactions are the forces and moments which
hold or constrain an object or mechanical system in equilibrium. They are
called the reactions because they react when other forces on the system change.
If the load on a system increases, the reaction forces will automatically increase
in response to maintain equilibrium. Reaction forces are introduced in Chapter 3
and reaction moments are introduced in Chapter 5.
In the example above, the force of the ground on the box is a reaction force,
and is distributed over the entire contact surface. The reaction force can be
divided into two parts: a normal component which acts perpendicular to the
surface and supports the box’s weight, and a tangential friction component
which acts parallel to the ground and resists the pull of the cable.
The weight, normal component, and frictional component are all examples
of distributed forces since they act over a volume or area and not at a single
point. For computational simplicity we usually model distributed forces with
equivalent point forces. This process is discussed in Chapter 7.
CHAPTER 1. INTRODUCTION TO STATICS 12
These statements indicate that the students think they know how to use their
tools, but are skipping the planning step. They jump right to writing equations
and solving for things without making much progress towards the answer, or
they start solving the problem using a reasonable approach but abandon it in
mid-stream to try something else. They get lost, confused and give up.
Choosing a strategy gets easier with experience. Unfortunately, the way you
get that experience is to solve problems. It seems like a chicken and egg problem
and it is, but there are ways around it. Here are some suggestions which will
help you become a better problem-solver.
• Get fluent with the math skills from algebra and trigonometry.
• Study worked out solutions, however don’t assume that just because you
understand how someone else solved a problem that you can do it yourself
without help.
CHAPTER 1. INTRODUCTION TO STATICS 13
The majority of the topics in this book focus on equilibrium. The remaining
topics are either preparing you for solving equilibrium problems or setting you
up with skills that you will use in later classes. For equilibrium problems, the
problem-solving steps are:
Using these steps does not guarantee that you will get the right solution, but
it will help you be critical and conscious of your chosen strategies. This reflection
will help you learn more quickly and increase the odds that you choose the right
tool for the job.
Chapter 2
Before you can solve statics problems, you will need to understand the basic
physical quantities used in Statics: scalars and vectors.
Scalars are physical quantities that have no associated direction and can
be described by a positive or negative number, or even zero. Scalar quantities
follow the usual laws of algebra, and most scalar quantities have units. Mass,
time, temperature, and length are all scalars.
Vectors represent physical quantities which have magnitude and a direction.
Vectors are identified by a symbolic name which will be typeset in bold like r or
F to indicate its vector nature. The primary vector quantity you will encounter
in statics will be force, but moment and position are also important vectors.
Computations involving vectors must always consider the directionality of each
term and follow the rules of vector algebra as described in this chapter.
2.1 Vectors
Key Questions
• How is a vector different than a scalar?
• How do you identify the tip, tail, line of action, direction, and magnitude
of any drawn vector?
• What are the standard notations for vectors and scalars in this textbook?
14
CHAPTER 2. FORCES AND OTHER VECTORS 15
F⃗ = F̄ = F = a vector named F
Most printed works including this book will use the bold symbol for vectors, but
for handwritten work, you and your instructor will use the bar or arrow notation.
Force vectors acting on physical objects have a point of application, which
is the point at which the force is applied. Other vectors, such as moment vectors,
are free vectors, which means that the point of application is not significant.
Free vectors can be moved freely to any location as long as the magnitude and
direction are maintained.
The vector’s magnitude is a positive real number including units which
describes the ‘strength’ or ‘intensity’ of the vector. Graphically a vector’s mag-
nitude is represented by the length of its vector arrow, and symbolically by
enclosing the vector’s symbol with vertical bars. This is the same notation as
for the absolute value of a number. The absolute value of a number and the
magnitude of a vector can both be thought of as a distance from the origin, so
the notation is appropriate. By convention the magnitude of a vector is also
indicated, by the same letter as the vector, but in non-bold font.
same when you add A onto B, so the order of vector addition does not matter
and is considered commutative.
Standalone
Embed
Figure 2.2.1 One Dimensional Vector Addition
2. Move the vectors until they are tip-to-tail. The order does not matter
because vector addition is commutative.
R = −1 i.
□
p y
r= x2 + y 2 θ = tan−1
x
p −1 5
= (−8.66)2 + (5)2 = tan
−8.66
−1
= 10 = tan (−0.577)
= −30◦
You must be careful here and use some common sense. The −30◦ angle
your calculator gives you in this problem is incorrect because point P is in the
second quadrant, but your calculator doesn’t know this. It can’t tell whether the
argument of tan−1 (−0.577) is negative because the x was negative or because
the y was negative, so it must make an assumption and in this case it is wrong.
The arctan function on calculators will always return values in the first and
fourth quadrant. If, by inspection of the x and the y coordinates, you see that
CHAPTER 2. FORCES AND OTHER VECTORS 21
the point is in the second or third quadrant, you must add or subtract 180◦ to
the calculator’s answer.
So in this problem, θ is really −30◦ + 180◦ . After making this adjustment,
the location of P in polar coordinates is:
P = (10; 150◦ )
Answer.
F = ⟨−173.2 N, −100 N⟩
Solution 1. Given: The magnitude of force F = 200 N, and from the diagram
we see that the direction of F is 30◦ counter-clockwise from the negative x axis.
Letting θ = 30◦ we can find the components of F with right triangle trigonom-
etry.
Fx = F cos θ Fy = F sin θ
= 200 N cos 30◦ = 200 N sin 30◦
= 173.2 N = 100 N
Since the force points down and to the left into the third quadrant, these
values are actually negative, and the signs must be applied manually.
After making this adjustment, the location of F expressed in rectangular
coordinates is:
F = ⟨−173.2 N, −100 N⟩
Solution 2. If you would prefer not to apply the negative signs by hand, you
can convert the 30◦ to an angle measured from the positive x axis and let your
calculator takes care of the signs. You may use either θ = 30◦ ± 180◦ .
1
google.com
CHAPTER 2. FORCES AND OTHER VECTORS 22
For θ = −150◦
Fx = F cos θ Fy = F sin θ
= 200 N cos(−150◦ ) = 200 N sin(−150◦ )
= −173.2 N = −100 N
F = ⟨−173.2 N, −100 N⟩
• What are direction cosine angles and why are they always less than 180°?
P = (x, y, z) F = ⟨Fx , Fy , Fz ⟩
CHAPTER 2. FORCES AND OTHER VECTORS 23
For nearly all three-dimensional problems, you will need the rectangular x, y,
and z locations of points in space and components of vectors before proceeding
with the computations. If you are given the components upfront, then you are
set to move forward, but otherwise, you will need to transform one coordinate
system into rectangular coordinates.
Standalone
Embed
Standalone
Embed
Note the component in the numerator of each direction cosine equation is pos-
itive or negative as defined by the coordinate system, and the vector magnitude
in the denominator is always positive. From these equations, we can conclude
that:
0◦ ≤ θn ≤ 180◦ .
• Any direction cosine angle greater than 90◦ indicates a negative component
along that respective axis. Spatially this is because all direction cosine
angles are measured from the positive side of each axis. Mathematically
this is because the cosine of any angle between 90 and 180 degrees is
numerically negative.
CHAPTER 2. FORCES AND OTHER VECTORS 25
Answer.
F = 70 lbf
θx = 73.4◦
θy = 115.38◦
θz = 31.0◦
q
F = |F| = Fx 2 + Fy 2 + Fz 2
q
= 202 + (−30)2 + 602 lbf
= 70 lbf
Direction cosine angles are equal to the inverse cosine of each Cartesian force
component divided by the force magnitude.
−1 Fx −1 20
θx = cos = cos = 73.4◦
|F| 70
−1 Fy −1 −30
θy = cos = cos = 115.38◦
|F| 70
−1 Fz −1 60
θz = cos = cos = 31.0◦
|F| 70
CHAPTER 2. FORCES AND OTHER VECTORS 26
Since the direction cosine angles are measured from the positive x, y, and z
axes, the negative component of Fy means that θy > 90◦ , while both θx and θz
are less than 90◦ as their components are positive. □
Standalone
Embed
• Coordinate r is not needed since all points are on the surface of the globe.
□
When vectors are specified using cylindrical coordinates the magnitude of the
vector is used instead of distance r from the origin to the point.
When the two given spherical angles are defined in the manner shown here,
the rectangular components of the vector A = (A ; θ ; ϕ) are found thus:
A′ = A sin ϕ (2.4.2)
Az = A cos ϕ (2.4.3)
Ax = A′ cos θ = A sin ϕ cos θ (2.4.4)
Ay = A′ sin θ = A sin ϕ sin θ (2.4.5)
Reflect on the equations above. Can you think through the process of how
they were derived? The generalized steps are as follows. First, draw an accurate
sketch of the given information and define the right triangles related to both θ
and ϕ. Then use trig identities on the right triangle involving the vector, the
z axis and angle ϕ to find Az , and A′ , the projection of A onto the xy plane.
Finally, use trig identities on the right triangle involving vector A′ and θ to find
the remaining components of A.
Example 2.4.8 Spherical Coordinates.
Answer.
F = 70 lbf
CHAPTER 2. FORCES AND OTHER VECTORS 28
θ = −56.31◦ or θ = 303.69◦
ϕ = 31◦
q
F = |F| = r = Fx2 + Fy2 + Fz2
q
= 202 + (−30)2 + 602 lbf
= 70 lbf
Azimuthal angle θ measures the angle between the x axis and the projection
of F onto the xy plane, Fzy .
Using a right triangle with sides Fx , Fy , and Fxy , we can find θ using the
inverse tangent of the ratio of the opposite to adjacent sides.
−1 Fy −30
θ = tan = tan−1 = −56.31◦
Fx 20
This angle is negative because it is measured clockwise from the positive x axis,
opposite the standard CCW direction.
The polar angle ϕ is measured down from the +z axis to the vector F. We
can find it using a right triangle with sides F , Fz , and Fxy . Note that ϕ is the
same as the direction cosine angle θz .
−1 Fz −1 60
ϕ = θz = cos = cos = 31.0◦
|F| 70
CHAPTER 2. FORCES AND OTHER VECTORS 29
Also notice that the azimuthal angle θ is smaller than the direction cosine
angle θx , since θ is in the xy plane, but θx is a 3D angle from the x axis to the
vector F.
• r, the radius of the cylinder. This is the distance from the origin to the
projection of the tip of the vector onto the xy plane,
Standalone
Embed
Answer.
F = 36.06 lbf
θ = −56.31◦ or θ = 303.69◦
z = 60 lbf
In cylindrical coordinates, r is the radius of the cylinder rather than the radius
of the enclosing sphere. r is the projection of F onto the xy plane, Fxy , and can
be found by applying the Pythagorean Theorem to the x and y components of
F.
q
r = Fxy = Fx2 + Fy2
q
= 202 + (−30)2 lbf
= 36.06 lbf
The azimuthal angle θ is the same in both cylindrical and spherical coordi-
nates. It measures the angle between the x axis and the projection of F onto the
xy plane. θ can be found using a right triangle in the xy plane with sides Fx
and Fy .
−1 Fy −30
θ = tan = tan−1 = −56.31◦
Fx 20
Finally, the z component is the vertical component of the force, Fz , which
was given.
Fz = 60.0 lbf
□
CHAPTER 2. FORCES AND OTHER VECTORS 32
• What are the unit vectors along the Cartesian x, y, and z axes?
• How do you find the force vector components of known force magnitude
along a geometric line?
• How can you find unit vector components from direction cosine angles?
A unit vector is a vector with a magnitude of one and no units. As such, a
unit vector represents a pure direction. By convention, a unit vector is indicated
by a hat over a vector symbol. This may sound like a new concept, but it’s a
simple one, directly related to the unit circle, the Pythagorean Theorem, and
the definitions of sine and cosine.
Stand-
alone
Embed
cos2 θ + sin2 θ = 12
No matter what angle a unit vector makes with the x axis, cos θ and sin θ
are its scalar components. This relation assumes that the angle θ is measured
from the x axis, if it is measured from the y axis the sine and cosine functions
CHAPTER 2. FORCES AND OTHER VECTORS 33
reverse, with sin θ defining the horizontal component and the cos θ defining the
vertical component.
The x and y components of a point on the unit circle are also the scalar
components of F̂, so
Fx = cos θ
Fy = sin θ
F̂ = ⟨cos θ, sin θ⟩
= cos θ i + sin θ j.
To emphasize that unit vectors are pure direction, recall that vectors con-
sist of both a magnitude and direction, so when we divide a vector by its own
magnitude we are just left with direction.
(
(
F [vector] (((( · [direction]
[magnitude]
unit vector = = =( ((( = [direction]
|F| [magnitude] (((
[magnitude]
(
This interactive shows vector F, its associated unit vector F̂, and expressions
for F in terms of its unit vector F̂.
CHAPTER 2. FORCES AND OTHER VECTORS 34
Standalone
Embed
F = (100 N ; 60°)
F̂ = (1 ; 60°)
F
F̂ =
F
⟨F cos 60°, F sin 60°⟩
=
F
= ⟨cos 60°, sin 60°⟩
1. Use the problem geometry to find AB, the displacement vector from point
A to point B, then either subtract the coordinates of the starting point A
from the coordinates of the destination point B to find the vector AB
A = (Ax , Ay , Az )
B = (Bx , By , Bz )
AB = (Bx − Ax ) i + (By − Ay ) j + (Bz − Az ) k, or
or, write the displacements directly by noting the change in each coordinate
direction when moving from A to B. The result is the same with either
method.
∆x = ABx = Bx − Ax
∆y = ABy = By − Ay
∆z = ABz = Bz − Ax
AB = ∆x i + ∆y j + ∆z k
2. Find the distance between point A and point B using the Pythagorean
Theorem. This distance is also the magnitude of AB or |AB|.
q
|AB| = (ABx )2 + (ABy )2 + (ABz )2
d to get
4. Finally, multiply the magnitude of the force by the unit vector AB
force FAB .
d
FAB = FAB AB
ABx ABy ABz
= FAB , ,
|AB| |AB| |AB|
The interactive below can be used to visualize the displacement vector and
its unit vector, and practice this procedure.
CHAPTER 2. FORCES AND OTHER VECTORS 36
Standalone
Embed
Figure 2.5.4 Unit Vectors in Space
Example 2.5.5 Component in a Specified Direction. Determine the
components of a 5 kN force F acting at point A, in the direction of a line from
A to B. Given: A = (2, 3, −2.1) m and B = (−2.5, 1.5, 2.2) m
We will take the solution one step at a time.
Solution.
|AB| = 6.402 m
Solution.
q
|AB| = (∆x )2 + (∆y )2 + (∆z )2
p
= (−4.5)2 + (−1.5)2 + 4.32 m2
√
= 40.99 m2
= 6.402 m
CHAPTER 2. FORCES AND OTHER VECTORS 37
Solution.
d= ∆ x ∆ y ∆ z
AB , ,
|AB| |AB| |AB|
−4.5 −1.5 4.3
= , ,
6.402 6.402 6.402
d = ⟨−0.7, −0.23, 0.67⟩
AB
Solution.
d
FAB = FAB AB
= 5 kN ⟨−0.7, −0.23, 0.67⟩
= ⟨−3.51, −1.17, 3.36⟩ kN
□
Given the properties of unit vectors, there are some conceptual checks you
can make after computing unit vector components which can prevent subsequent
errors.
• The signs of unit vector components need to match the signs of the original
position vector. A unit vector has the same line of action and sense as the
position vector but is scaled down to one unit in magnitude.
vector; hence we can write an equation for Â,i.e., the unit vector along A.
Combining the Pythagorean Theorem with our knowledge of unit vectors and
direction cosine angles gives this result: if you know two of the three direction
cosine angles you can manipulate the following equation to find the third.
• Does it matter which vector you start with when using the Triangle Rule?
• Why can you separate a two-dimensional vector equation into two inde-
pendent equations to solve for up to two unknowns?
• If you and another student define vectors using different direction coordi-
nate systems, will you end up with the same resultant vector?
• Parallelogram Rule.
Place both vectors’ tails at the origin, then complete a parallelogram with
lines parallel to each vector through the tip of the other. The resultant is
equal to the diagonal from the tails to the opposite corner.
The interactive below shows two forces A and B pulling on a particle at the
origin, and the appropriate diagram for the triangle or parallelogram rule. Both
approaches produce the same resultant force R as expected.
Standalone
Embed
Figure 2.6.1 Vector Addition Methods
F = Fx + Fy = Fx ′ + Fy ′ . (2.6.2)
CHAPTER 2. FORCES AND OTHER VECTORS 40
The interactive below can help you visualize the relationship between a vector
and its components in both the x-y and x′ -y ′ directions.
When you need to find the resultant of more than two vectors, it is generally
best to use the algebraic methods described below.
or in bracket notation
FR = ⟨ΣFx , ΣFy , ΣFz ⟩ . (2.6.3)
This process is illustrated in the following interactive diagram and in the
next example.
CHAPTER 2. FORCES AND OTHER VECTORS 42
Standalone
Embed
Solution.
Use the given information to draw a
sketch of the situation. By imagining
or sketching the parallelogram rule, it
should be apparent that the resultant
vector points up and to the left.
Rx = Ax + Bx Ry = Ay + By
= 141.4 N + −281.9 N = 141.4 N + 102.6 N
= −140.5 N = 244.0 N
q
R= Rx2 + Ry2
= 281.6 N
Ry
θ = tan −1
Rx
◦
= −60.1
CHAPTER 2. FORCES AND OTHER VECTORS 43
This answer indicates that the resultant points down and to the left. This is
because the calculator answers for the inverse trig function will always be in the
first or fourth quadrant. To get the actual direction of the resultant, add 180◦
to the calculator result.
The final answer for the magnitude and direction of the resultant is
R = 281.6 N∠119.9◦
measured counter-clockwise from the x axis. □
The process for adding vectors in space is exactly the same as in two di-
mensions, except that an additional z component is included. This interactive
allows you to input the three-dimensional vector components of forces A and B
and view the resultant force R which is the sum of A and B.
Standalone
Embed
A − B = A + (−B)
After negating the second vector you can choose any technique you prefer for
vector addition.
CHAPTER 2. FORCES AND OTHER VECTORS 44
• What does it mean when the dot product of two vectors is zero?
• How do you use a dot product to find the angle between two vectors?
• What does it mean when the scalar component of the projection ∥ projA B∥
is negative?
Unlike ordinary algebra where there is only one way to multiply numbers,
there are two distinct vector multiplication operations. The first is called the
dot product or scalar product because the result is a scalar value, and the
second is called the cross product or vector product and has a vector result.
The dot product will be discussed in this section and the cross product in the
next.
For two vectors A = ⟨Ax , Ay , Az ⟩ and B = ⟨Bx , By , Bz ⟩, the dot product
multiplication is computed by summing the products of the components.
A · B = Ax Bx + Ay By + Az Bz (2.7.1)
where θ in the equation is the angle between the two vectors and |A| and |B| are
the magnitudes of A and B.
We can conclude from this equation that the dot product of two perpendicular
vectors is zero, because cos 90◦ = 0, and that the dot product of two parallel
vectors is the product of their magnitudes.
When dotting unit vectors that have a magnitude of one, the dot products
of a unit vector with itself is one and the dot product two perpendicular unit
vectors is zero, so for i,j, and k we have
A·B=B·A (2.7.3)
CHAPTER 2. FORCES AND OTHER VECTORS 45
C (A · B) = C A · B = A · C B (2.7.4)
3. Distributive. If you are dotting one vector A with the sum of two more
(B + C), you can either add B + C first, or dot A by both and add the final
value.
A · (B + C) = A · B + A · C (2.7.5)
A · A = Ax Ax + Ay Ay = A2x + A2y
√ q
A · A = A2x + A2y = A = |A|.
F = ⟨30 N, −40 N, 50 N⟩
√
F = |F| = F·F
CHAPTER 2. FORCES AND OTHER VECTORS 46
√
= 5000 N2
= 70.7 N
A · B = |A||B| cos θ
A·B
cos θ = (2.7.7)
|A||B|
Example 2.7.2 Angle between Orthogonal Unit Vectors. Find the angle
between i = ⟨1, 0, 0⟩ and j = ⟨0, 1, 0⟩.
Answer.
θ = 90◦
Solution.
i·j
cos θ =
|i||j|
(1)(0) + (0)(1) + (0)(0)
=
(1)(1)
=0
θ = cos−1 (0)
= 90◦
24500
=
(229.1)(172.4)
= 0.620
θ = cos−1 (0.620)
= 51.7◦
Standalone
Embed
The interactive shows that the projection is the adjacent side of a right
triangle with B as the hypotenuse. From the definition of the dot product (2.7.2)
we find that
A · B = A(B cos θ) = A ∥ projA B∥,
where B cos θ is the scalar component of the projection. So, the dot product of
A and B gives us the projection of B onto A times the magnitude of A. This
value will be positive when θ < 90◦ , negative when θ > 90◦ , and zero when the
vectors are perpendicular because of the properties of the cosine function.
So, to find the scalar value of the projection of B onto A we divide by the
magnitude of A.
A·B A
∥ projA B∥ = = · B = Â · B (2.7.8)
A A
The final simplified form is written in terms of the unit vector in the direction
A
vector  = .
A
If you want the vector projection of B onto A, as opposed to the scalar
projection we just found, multiply the scalar projection by the unit vector Â.
projA B = ∥ projA B∥Â = Â · B Â (2.7.9)
• Positive value.
means that A and B are generally in the same direction.
• Negative value.
means that A and B are generally in opposite directions.
• Zero.
means that A and B are perpendicular.
• Magnitude equal to B.
A and B point in the same direction, thus 100% of B acts in the direction
of A.
CHAPTER 2. FORCES AND OTHER VECTORS 49
Standalone
Embed
Figure 2.7.5 Vector projections in three dimensions.
B⊥ = B − projA B (2.7.11)
x T=<-50,80,40> N
This is a multi-part problem that covers the full range of values you might
be asked to compute using a dot product at this point in Statics. It will help
you see how each computation is related to the others.
For the system above, compute the following:
(a) Find the dot product of the cable tension T and the anchor AB
Answer. T · AB = −33.32 N·m
Solution. If you are given the vector magnitudes and angle between
them, it is typically easiest to use the dot product equation A·B = AB cos θ.
But in this case, we were given the components of the two vectors, so we’ll
use A · B = Ax Bx + Ay By + Az Bz .
The units of the result [N-m] are the product of the units of the vectors in
the dot product. If you compute the dot product of two position vectors,
the units will be length squared, or the dot product of two force vectors
will be force squared.
(b) Find the angle θ between the cable tension T and the anchor AB.
Answer. θ = 144.38◦
Solution. As A · B = AB cos θ = Ax Bx + Ay By + Az Bz we can rearrange
the terms equation to solve for the angle between the cable tension and T
CHAPTER 2. FORCES AND OTHER VECTORS 51
and the anchor AB. Given that we already found T · AB in part (a), we’ll
use that value for this computation.
q
T = (−50)2 + 802 + 402 = 102.47 N
AB = 0.4 m
T · AB
θ = cos−1
(T ) (AB)
−33.32 N·m
= cos−1
(102.47 N) (0.4 m)
◦
= 144.38
Note that θ > 90◦ correctly corresponds to the negative dot product result
from part (a), both indicating that the two vectors generally oppose each
other.
(c) Find the scalar projection of the the cable tension T onto the anchor AB.
Answer. || projAB T|| = −83.30 N
Solution. Recall that the scalar projection represents the scalar magni-
tude of the force that is directed along the anchor. This is one of the most
direct and practical applications of the dot product, to find out how much
of one vector is parallel to another.
Alternative 1: Notice that we are asked to find the magnitude of the tension
force that is along (or parallel to) the anchor. If we were to simply dot
the tension force T onto the anchor AB we would end up with the product
of the tension force T parallel to the anchor AB times the anchor’s length.
Hence, we have to divide by the anchor’s length to end up with just a N
unit force.
T · AB −33.32 N
m
∥ projAB T∥ = =
AB m
0.4
= −83.30 N
Alternative 2: You can also dot the force vector T with the unit vector of
d eliminating the need to divide by the length of AB.
AB,AB,
d = AB = ⟨0.3464, −0.2, 0⟩ m
AB
AB 0.4 m
= ⟨0.866, −0.5, 0⟩
d
∥ projAB T∥ = T · AB
CHAPTER 2. FORCES AND OTHER VECTORS 52
d
projAB T = ∥ projAB T∥ · AB
= 83.301 N (⟨0.866, −0.5, 0⟩)
= ⟨−72.14, 41.65, 0⟩ N
(e) Find the vector portion of cable tension T that is perpendicular to the
anchor AB.
Answer. T⊥ AB = ⟨22.14, 38.35, 40⟩ N
Solution. Recall that a two-dimensional vector can be represented by the
sum of two perpendicular components. In the same way, a right triangle
can be represented by a vector along the hypotenuse equal to the sum of
the two right-triangle sides.
Thus, any vector can be divided into two vectors parallel and perpendicular
to another line. The vector projection projAB T, from Part (d), is the
portion of T parallel to AB. So the sum of T can be expressed as the
parallel and perpendicular terms:
T = projAB T + (T ⊥ AB)
x T=<-50,80,40> N
• What is a determinant?
• How do you use the cross-product circle to find the cross product of two
unit vectors?
The vector cross product is a mathematical operation applied to two vectors
which produces a third mutually perpendicular vector as a result. It’s sometimes
called the vector product, to emphasize this and to distinguish it from the dot
product which produces a scalar value. The × symbol is used to indicate this
operation.
Cross products are used in mechanics to find the moment of a force about a
point.
The result is a vector mutually perpendicular to the first two with a sense deter-
mined by the right-hand rule. If A and B are in the xy plane, this is
A × B = (Ay Bx − Ax By ) k. (2.8.2)
The operation is not commutative, in fact reversing the order introduces a neg-
ative sign.
A × B = −B × A.
The magnitude of the cross product is the product of the perpendicular com-
ponent of A with the magnitude of B, which is also the area of the parallelogram
formed by vectors A and B. The magnitude of the cross product is zero if A and
B are parallel, and it is maximum when they are perpendicular. The magnitude
of the cross product of two perpendicular unit vectors is one.
Notice that all the terms in the cross product equation are similar to those of
the dot product, except that sin is used rather than cos and the product includes
a unit vector û making the result a vector. This unit vector û is simple to find
in a two-dimensional problem as it will always be perpendicular to the page, but
for three-dimensional cross products it is advisable to use a vector determinant
method discussed in Subsection 2.8.3.
1st
2nd
cross
2nd product
(a) Technique 1 (b) Technique 2
Figure 2.8.2 Right-hand rule using three fingers.
The point-and-curl right-hand rule method can also be used to find a cross
product’s direction. Start with your right hand flat and fingertips pointing along
the first vector you are crossing with your fingertips pointing in the direction of
CHAPTER 2. FORCES AND OTHER VECTORS 55
the arrowhead. Then rotate your hand until the second vector you are crossing
is perpendicular to your fingers and imagine that it pushes your fingers into a
curl around your thumb. In this position, your thumb defines the direction of
the cross product.
2nd 2nd
1st 1st
cross
product
(a) Using the three-finger method. (b) Using the point-and-curl method.
Figure 2.8.4 Crossing i into j to get k.
Similarly, the cross products of the other pairs of vectors are:
i×i=0 i×j=k i × k = −j
j × i = −k j×j=0 j×k=i
k×i=j k × j = −i k×k=0
CHAPTER 2. FORCES AND OTHER VECTORS 56
i j k
A × B = Ax Ay Az (2.8.3)
Bx By Bz
Here, the first row contains the unit vectors, the second row contains the
components of A, and the third row, the components of B.
Calculating the 3 × 3 determinant can be reduced to calculating three 2 × 2
determinants using the method of cofactors, as follows
Ay Az A Az A Ay
A×B=+ i− x j+ x k. (2.8.4)
By Bz Bx Bz Bx By
a b
= ad − bc. (2.8.5)
c d
In practice, the easiest way to remember this equation is to use the aug-
mented determinant below, where the first two columns have been copied and
placed after the determinant. The cross product is then calculated by adding
the product of the red diagonals and subtracting the product of blue diagonals.
CHAPTER 2. FORCES AND OTHER VECTORS 57
Answer.
A × B = −1, 697 N2 k
Solution 1. In this solution we will apply equation (2.8.1).
A × B = A B sin θ û
The direction of the cross product is determined by applying the right-hand
rule. With the right hand, rotating A towards B we find that our thumb points
into the xy plane, so the direction of û is −k.
A × B = (Ax By − Ay Bx )k
= (60)(−28.28) − (0)(28.28) N2 k
= −1697 N2 k
□
Example 2.8.8 3D Cross Product. Find the cross product of A =
⟨2, 4, −1⟩ m and B = ⟨10, 25, 20⟩ N.
Here, we are crossing a distance A and with a force B. This calculation is
equivalent to finding the moment about a point P caused by force B acting
distance A from P . You will learn about moments in Chapter 4.
Answer.
i j k i j
A × B = 2 4 −1 2 4
10 25 20 10 25
= (4 · 20) i + (−1 · 10) j + (2 · 25) k − (4 · 10) k − (−1 · 25) i − (2 · 20) j
= (80 + 25) i + (−10 − 40) j + (50 − 40) k
= ⟨105, −50, 10⟩ N·m
A = ⟨2, 4, −1⟩ m
B = ⟨10, 25, 20⟩ N.
A and B are defined in the first two lines, and A.cross_product(B) is the
expression to be evaluated. Click Evaluate to see the result. You’ll have to work
out the correct units for yourself.
CHAPTER 2. FORCES AND OTHER VECTORS 59
Standalone
Chapter 3
Equilibrium of Particles
3.1 Equilibrium
Engineering statics is the study of rigid bodies in equilibrium so it’s appropri-
ate to begin by defining what we mean by rigid bodies and what we mean by
equilibrium.
A body is an object, possibly made up of many parts, which may be ex-
amined as a unit. In statics, we consider the forces acting on the object as a
whole and also examine it in greater detail by studying each of its parts, which
are bodies in their own right. The choice of the body is an engineering decision
based on what we are interested in finding out. We might, for example, consider
an entire high-rise building as a body for the purpose of designing the building’s
foundation, and later consider each column and beam of the structure to ensure
that they are strong enough to perform their individual roles.
A rigid body is a body that doesn’t deform under load, that is to say, an
object which doesn’t bend, stretch, or twist when forces are applied to it. It
is an idealization or approximation because no objects in the real world behave
this way; however, this simplification still produces valuable information. You
will drop the rigid body assumption and study deformation, stress, and strain
in a later course called Strength of Materials or Mechanics of Materials. In that
course, you will perform analysis of non-rigid bodies, but each problem you do
there will begin with the rigid body analysis you will learn to do here.
A body in equilibrium is not accelerating. As you learned in physics, ac-
celeration is velocity’s time rate of change and is a vector quantity. For linear
motion,
dv
a= .
dt
For an object in equilibrium a = 0 which implies that the body is either
stationary or moving with a constant velocity
(
v=0
a = 0 =⇒ .
v=C
62
CHAPTER 3. EQUILIBRIUM OF PARTICLES 63
ΣF = 0. (3.1.1)
3.2 Particles
We’ll begin our study of Equilibrium with the simplest possible object in the
simplest possible situation — a particle in a one-dimensional coordinate
system. Also, in this chapter and the next all forces will be represented as
concentrated forces. In later sections, we will address more complicated situ-
ations, higher dimensions, and distributed forces, but beginning with very simple
situations will help you to develop engineering sense and problem-solving skills
which will be useful later.
The defining characteristic of a particle is that all forces that act on it are
coincident1 or concurrent2 , not that it is small. Forces are coincident if they have
the same line of action, and concurrent if they intersect at a point. The moon,
earth and sun can all be treated as particles, but we probably won’t encounter
1
Two lines are coincident when one lies on top of the other.
2
Two or more lines are concurrent if they intersect at a single point.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 64
ΣF = 0
T+W=0
T = −W
We conclude that force T is equal and opposite to W, that is, since the weight
is acting down, the rope acts with the same magnitude but up.
Tension is the magnitude of the rope’s force. Recall that the magnitude
of a vector is always a positive scalar. We use normal (non-bold) typefaces or
absolute value bars surrounding a vector to indicate its magnitude. For any force
F,
F = |F|.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 66
To find how the tension is related to W, take the absolute value of both sides
|T| = | − W|
T =W
□
We can also formulate this example in terms of unit vectors. Recall that
j is the unit vector that points up. It has a magnitude of one with no units
associated. So in terms of unit vector j, T = T j and W = −W j.
Example 3.3.3 1D Vector Addition using unit vectors. Find the relation
between the tension T and weight W for the system of Figure 3.3.1 using unit
vectors.
Answer.
T =W
Solution.
Express the forces in terms of their magnitudes and the unit
vector j then proceed as before,
ΣF = 0
T+W=0
T j + W (−j) = 0
T j = W j
T =W
□
In the previous example, the unit vector j completely dropped out of the
equation leaving only the coefficients of j. This will be the case whenever you
add vectors which all act along the same line of action.
The coefficients of i, j, and k are known as the scalar components. A scalar
component times the associated unit vector is a force vector.
When you use scalar components, the forces are represented by scalar values
and the equilibrium equations are solved using normal algebraic addition rather
than vector addition. This leads to a slight simplification of the solution as
shown in the next example.
Example 3.3.4 1D Vector Addition using scalar components. Find the
relation between the tension T and weight W for the system of Figure 3.3.1 using
scalar components.
Answer.
T =W
Unsurprisingly, we get the same result.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 67
Solution.
The forces in this problem are W = −W j and T = T j, so
the corresponding scalar components are
Wy = −W Ty = T .
ΣFy =0
Wy + T y =0
−W + T =0
T =W
Unsurprisingly, we get the same result. □
R = 5 lb ←
Solution. Start by sketching the two forces. The subscripts indicate the line
of action of the force, and the sign indicates the direction along the line of action.
A negative Bx points towards the negative end of the x axis.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 68
R = Ax + Bx
= 10 lb + −15 lb
= −5 lb
R is the scalar component of the resultant R.
The negative sign on the result indicates that the resultant force acts to the
left. □
Example 3.3.6 2D Scalar Addition. If Fx = −40 N and Fy = 30 N, find
the magnitude and direction of their resultant F.
Answer.
F = 50 N at 143.1◦ ∡
Solution. In this example the scalar components have different subscripts in-
dicating that they act along different lines of action, and this must be accounted
for when they are added together.
Make a sketch of the two vectors and add them using the parallelogram rule.
In this case, the parallelogram is a rectangle, so right-triangle trig is appropriate.
q
F = Fx2 + Fy2
p
= (−40 N)2 + (30 N)2
= 50 N
Fy
θ = tan−1
Fx
30 N
= tan−1
−40 N
◦
= 36.9
θ is measured from the negative x axis. The direction of F from the positive x
axis is (180◦ − θ) = 143.1◦ , so
F = 50 N at 143.1◦ ∡
□
CHAPTER 3. EQUILIBRIUM OF PARTICLES 69
• share the same line of action, have the same magnitude, and point away
from each other, or
• share the same line of action, have the same magnitude, and point towards
each other, or
When two forces have the same magnitude but act in diametrically opposite
directions, we say that they are equal-and-opposite. When equal and opposite
forces act on an object and they point towards each other we say that the object
is in compression, when they point away from each other the object is in
tension. Tension and compression describe the internal state of the object.
1. Assumptions.
A free-body diagram of the rope is shown.
Figure 3.3.9
We’ll solve this with scalar components because there’s no need for the
additional complexity of the vector approaches in this simple situation.
We’ll align the x axis with the rope with positive to the right as usual to
establish a coordinate system.
Assume that the pull of each team can be represented by a single force.
Let force M be supplied by the Marines and force A by the Airmen; call
the tension in the rope T .
Assume that the weight of the rope is negligible; then the rope can be
considered a particle because both forces lie along same line of action.
2. Givens.
M = 1500 lb.
3. Procedure.
Since they’re stalemated we know that the rope is in equilibrium.
Applying the equation of equilibrium gives:
ΣFx = 0
−M + A = 0
A=M
CHAPTER 3. EQUILIBRIUM OF PARTICLES 71
= 1500 lb
We find out that both teams pull with the same force. This was probably
obvious without drawing the free-body diagram or solving the equilibrium
equation.
It may seem equally obvious that if both teams are pulling with 1500 lb
in opposite directions that the tension in the rope must be 3000 lb. This
is wrong however.
The tension in the rope T is an example of an internal force and in order
to learn its magnitude we need a free-body diagram which includes force
T . To expose the internal force we take an imaginary cut through the rope
and draw (or imagine) a free-body diagram of either half of the rope.
Figure 3.3.10
The correct answer is easily seen to be T = A = M = 1500 lb.
□
Example 3.3.11 Hanging Weight.
The wire spool being lifted into the truck
consists of 750 m of three strand medium
voltage (5 kV) 1/0 AWG electrical power ca-
ble with a 195 amp capacity at 90°C, weigh-
ing 927 kg/km, on a 350 kg steel reel.
How much weight is supported by the hook
and high tension polymer lifting sling?
Answer.
W = 10300 N
Solution. The entire weight of the wire and the spool is supported by the hook
and sling.
Remember that weight is not mass and mass is not force. The total weight
is found by multiplying the total mass by the gravitational constant g.
W = mg
= (mw + ms ) g
= ((0.75 km)(927 kg/km) + 350 kg) g
= (1045 kg)(9.81 m/s2 )
= 10300 N
CHAPTER 3. EQUILIBRIUM OF PARTICLES 72
□
Question 3.3.12 How can we apply the principles of mechanics in the two
previous examples if the rope and the sling are clearly not “rigid bodies?”
Answer. They are not rigid, but they are inextensible and in tension. Under
these conditions they don’t change shape, so we can treat them as rigid. If the
force were to change direction and put either into compression, our assumptions
and analysis would fail. That is why “tug of war” involves pulling and not
pushing. □
1. Select and isolate the particle. The “free-body” in free-body diagram means
that a concurrent force particle or connection must be isolated from the
supports physically holding it in place. This means creating a separate
free-body diagram from your problem sketch.
3. Identify all loads. Include force vectors on your free-body diagram repre-
senting each applied load pushing or pulling the body, in addition to the
body’s weight, if it is non-negligible. Every vector should have a descriptive
variable name and a clear arrowhead indicating its direction.
5. Label the diagram. Verify that every force is labeled with either a value
or a symbolic name if the value is unknown. Your final free-body diagram
should be a stand-alone presentation and is the basis of your equilibrium
equations.
2. Solve for unknown. Use algebra to simplify the equilibrium equation and
solve for the unknown value. Write the unit of your answer. All answers in
engineering have units unless you prove that they don’t. Finally, underline
or box your answers.
3. Check your work. Do the results seem reasonable given the situation?
Have you included appropriate units?
1. Select and isolate the particle. The “free-body” in free-body diagram means
that a concurrent force particle or connection must be isolated from the
supports that are physically holding it in place. This means creating a
separate free-body diagram from your problem sketch.
3. Identify all loads. Add force vectors to your free-body diagram representing
each applied load pushing or pulling the body, in addition to the body’s
weight, if it is non-negligible. If a force vector has a known direction, draw
it. If its direction is unknown, assume one, and your later algebra will
check your assumption. Every vector should have a descriptive variable
name and a clear arrowhead indicating its direction.
5. Label the diagram. Verify that every dimension, angle, force, and moment
is labeled with either a value or a symbolic name if the value is unknown.
In our eyes, dimensioning is optional. Having the information needed
for your calculations is helpful, but don’t clutter the diagram up with
unneeded details. Your final free-body diagram should be a stand-alone
presentation and is the basis of your equilibrium equations.
3. Count knowns and unknowns. At this point, you should have at most two
unknown values. If you have more than two, reread the problem and look
for overlooked information.
5. Check your work. If you add the components of the forces, do they add
to zero? Do the results seem reasonable given the situation? Have you
included appropriate units?
If such a particle is in equilibrium then the three forces must add to zero.
Graphically, if you arrange the force vectors tip-to-tail, they will form a closed,
three-sided polygon, i.e. a triangle. This is illustrated in Figure 3.4.1.
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1
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CHAPTER 3. EQUILIBRIUM OF PARTICLES 76
Answer.
P = 43.8 lb at 10°∡
N = 102 lb at 115°∡
Solution.
1. Assumptions.
We must assume that the block is in equilibrium, that is, either motionless
or moving at a constant velocity in order to use the equilibrium equations.
We will represent the block’s weight and the force between the incline
and the block as concentrated forces. The force of the inclined surface on
the block must act in a direction that is normal to the surface since it is
frictionless and can’t prevent motion along the surface.
2. Givens.
The knowns here are the weight of the block, the direction of the applied
force, and the slope of the incline. The slope of the incline provides the
direction of the normal force.
The unknown values are the magnitudes of forces P and N .
3. Free-Body Diagram.
You should always begin a statics problem by drawing a free-body diagram.
It allows you to think about the situation, identify knowns and unknowns,
and define symbols.
We define three symbols, W , N , and P , representing the weight, normal
force, and applied force respectively. The angles could be given symbols
too, but since we know their values it isn’t necessary.
The free-body can be a quick sketch
or an accurate drawing but it must
show all the forces acting on the par-
ticle and define the symbols. In most
cases, you won’t know the magni-
tudes of all the forces, so the lengths
of the vectors are just approximate.
Notice that the force N is represented as acting 25° from the y axis, which
is 90° away from the direction of the surface.
4. Force Triangle.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 77
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Use the known information to carefully and accurately construct the force
triangle.
need to use either or both of the Law of Sines or the Law of Cosines to find the
sides or angles.
Example 3.4.4 Cargo Boom.
Answer.
T = 17.16 kN C = 25.9 kN
Solution.
1. Draw diagrams.
Start by identifying the particle and drawing a free-body diagram. The
particle in this case is point B at the end of the boom because it is the
point where all three forces intersect. Let T be the tension of the topping
lift, C be the force in the boom, and W be the weight of the load. Let α
and β be the angles that forces T and C make with the horizontal.
Rearrange the forces acting on point B to form a force triangle as was done
in the previous example.
2. Find angles.
Angle α can be found from the slope of the topping lift.
−1 1
α = tan = 14.0°.
4
CHAPTER 3. EQUILIBRIUM OF PARTICLES 80
Angle β is the complement of the 40° angle the boom makes with the
vertical kingpost.
Use these values to find the three angles in the force triangle.
θ1 = α + β = 64.0°
θ2 = 90° − α = 76.0°
θ3 = 90° − β = 40.0°
sin θ3 sin θ2
T =W C=W
sin θ1 sin θ1
sin 40.0° sin 76.0°
T = 24 kN C = 24 kN
sin 64.0° sin 64.0°
T = 17.16 kN C = 25.9 kN
Answer.
G = 23.6 kN
CHAPTER 3. EQUILIBRIUM OF PARTICLES 82
Solution.
1. Assumptions.
A utility pole isn’t two-dimensional, but we can solve this problem as if it
was by first considering the force components acting in a horizontal plane,
and then considering the components in a vertical plane.
It also isn’t a concurrent force problem because the lines of action of the
forces don’t all intersect at a single point. However, we can make it into
one by replacing the forces of the three power lines in each direction with
a single force three times larger. This is an example of an equivalent
transformation, a trick engineers use frequently to turn complex situations
into simpler ones. It works here because all the tensions are equal, and the
outside wires are equidistant from the center wire. You must be careful to
justify all equivalent transformations because they will lead to errors if they
are not applied correctly. Equivalent transformations will be discussed in
greater detail in Section 4.7 later.
2. Givens.
T = 10.0 kN and 38° and 152° angles.
3. Free-Body Diagram.
Begin by drawing a neat, labeled, free-body diagram of the top view of the
pole, establishing a coordinate system and indicating the directions of the
forces.
Call the tension in one power line T and the tension in the guy wire G.
Resolve the the tension of the guy wire into a horizontal component Gh ,
and a vertical component Gv . Only the horizontal component of G is
visible in the top view.
Although it is not necessary, it simplifies this problem considerably to note
the symmetry and establish the x axis along the axis of symmetry.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 83
4. Solution.
Solve for Gh by applying the equations of equilibrium. The symmetry of
this problem means that the ΣFx equation is sufficient.
ΣFx = 0
Gh − 6 T x = 0
Gh = 6 (T cos 76°)
= 14.5 kN
Gh /G = sin 38◦
G = Gh / sin 38◦
G = 23.6 kN
This problem could have also been solved using the force triangle method.
See Subsection 3.4.3. □
In the next example we look at the conditions of equilibrium by considering
the load and the constraints, rather than taking a global equilibrium approach
which considers both the load and reaction forces.
Example 3.4.6 Slider.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 84
Answer. The question asks for the reaction force. The reaction force R′ is
equal and opposite to force R.
R′ = −R = 30.00 N ←
= ⟨−30.00 N, 0⟩
Solution.
1. Givens.
We are given magnitudes of forces A = 20 N, B = 20 N, and C = 30 N.
The unknowns are angle α and resultant force R.
2. Procedure.
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Since the rod is frictionless, it cannot prevent the slider from moving verti-
cally. Consequently, the slider will only be in equilibrium if the resultant
of the three load forces is horizontal. Since a horizontal force has no y
component, we can establish this equilibrium condition:
Ry = ΣFy = Ay + By + Cy = 0
Inserting the known values into the equilibrium relation and simplifying
gives an equation in terms of unknown angle α.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 85
Ry = Ay + By + Cy = 0
A + B sin α − C cos α = 0
20 + 20 sin α − 30 cos α = 0
2 + 2 sin α − 3 cos α = 0
Once α is known, we can find the reaction force by adding the x components
of A, B, and C.
Rx = Ax + Bx + Cx
= A + B cos α + C sin α
= 0 + 20 cos(22.62°) + 30 sin(22.62°)
= 30.00 N
The resultant force R is the vector sum of Rx and Ry , but in this situation
Ry is zero, so the resultant acts purely to the right with a magnitude of
Rx .
R = 30.00 N → .
CHAPTER 3. EQUILIBRIUM OF PARTICLES 86
Note that this value is the resultant force, i.e. the net force applied to
the slider by A, B, and C. However, the question asks for the reaction
force, which is the force required for equilibrium. The reaction is equal
and opposite to the resultant.
R′ = −R = 30.00 N ←
□
The next example demonstrates how rotating the coordinate system can
simplify the solution. In the first solution, the standard orientation of the x
and y axes is chosen, and in the second the coordinate system is rotated to
align with one of the unknowns, which enables the solution to be found without
solving simultaneous equations.
Example 3.4.7 Roller.
A lawn roller which weighs 160 lb is being pulled up
a 10◦ slope at a constant velocity.
Determine the required pulling force P .
Answer.
P = 32.1 lb
Solution 1.
1. Strategy.
2. Procedure.
ΣFx = 0 ΣFy = 0
2
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CHAPTER 3. EQUILIBRIUM OF PARTICLES 87
−Px + Nx = 0 P y + Ny = 0
N cos 80◦ = P cos 40◦ P sin 40 + N sin 80◦ = W
◦
0.766
N =P 0.643P + 0.985N = 160 lb
0.174
Solution 2.
1. Strategy.
2. Procedure.
ΣFx′ = 0
−Px′ + Wx′ = 0
P cos 30◦ = W sin 10◦
0.1736
P = 160 lb
0.866
P = 32.1 lb
Hint. The particles are points B and C. The common force is the tension in
rope segment BC.
Answer.
Solution.
1. Strategy.
Following the General Procedure we identify the particles as points A and
B, and draw free-body diagrams of each. We label the rope tensions A, C,
and D for the endpoints of the rope segments, and label the angles of the
forces α, β, and ϕ. We will use the standard Cartesian coordinate system
and use the scalar components method.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 89
θ
β
Weight W was given, and we can easily find angles α, β, and ϕ so the
knowns are:
W = 100 N
−1 40
α = tan = 63.4°
20
−1 10
β = tan = 7.13°
80
−1 50
ϕ = tan = 45°
50
Counting unknowns we find that there are two on the free-body diagram
of particle C (C and D), but four on particle B, (A C, P and θ).
Two unknowns on particle C means it is solvable since there are two equi-
librium equations available, so we begin there.
2. Solve Particle C.
ΣFx = 0 ΣFy = 0
−Cx + Dx = 0 C y + Dy − W = 0
C cos β = D cos ϕ C sin β + D sin ϕ = W
cos 45◦
C=D C sin 7.13◦ + D sin 45◦ = 100 N
cos 7.13◦
C = 0.713D 0.124C + 0.707D = 100 N
C = 89.6 N D = 125.7 N.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 90
With particle C solved, we can use the results to solve particle B. There
are three unknowns remaining, tension A, magnitude P , and direction
θ. Unfortunately, we still only have two available equilibrium equations.
When you find yourself in this situation with more unknowns than equa-
tions, it generally means that you are missing something. In this case, it
is the pulley. When a cable wraps around a frictionless pulley the tension
doesn’t change. The missing information is that A = C. Knowing this,
the magnitude and direction of force P can be determined.
Because A = C, the free-body diagram of particle B is symmetric, and
the technique used in Example 3.4.5 to rotate the coordinate system could
be applied here.
3. Solve Particle B.
Referring to the fbd for particle B we can write these equations.
ΣFx = 0 ΣFy = 0
−Ax − Px + Cx = 0 Ay − P y − C y = 0
P cos θ = C cos β − A cos α P sin θ = A sin α − C sin β
These are the magnitude and direction of vector P. If you wish, you can
express P in terms of its scalar components. The negative signs on the
components have been applied by hand since P points down and to the
left.
Fortunately, all the principles you have learned so far still apply, but many
students have difficulty visualizing three-dimensional problems drawn on two-
dimensional paper and the mathematics becomes a bit harder. It is especially
important to have good diagrams and keep your work neat and organized to
avoid errors.
x x
z
Figure 3.5.1 Point-and-curl right-hand rule technique.
3.5.3 Angles
As stated above, when working in three dimensions you need three angles to
determine the direction of the vector, namely, the angle with respect to the x
axis, the angle with respect to the y axis and the angle with respect to the z
axis. The three angles mentioned above are not necessarily located in any of the
coordinate planes. Think of it this way — three points determine a plane, and
in this case, the three points are: the origin, the tip of the vector, and a point
on an axis. The plane made by those three points is not necessarily the xy, yz,
or xz plane. It is most likely a “tilted” plane.
As you learned in Subsection 2.4.2, one way to quantify the direction of a
vector is with direction cosine angles. These direction cosine angles are measured
from the positive x, y, and z axes and are often labeled x , y , and z , respectively.
As with two dimensions, angles can be determined from geometry — a dis-
tance vector going in the same direction as the force vector. This is the three-
dimensional equivalent of similar triangles that you used in the two-dimensional
problems.
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Figure 3.5.2 Direction Cosine Angles
If you know that the line of action of a force vector goes between two points,
then you can use the distance vector that goes from one point to the other to
determine the angles.
Let’s suppose that the line of action goes through two points A and B, and
the direction of the force is from A towards B. The first step in determining
the three angles is to write the distance vector from point A towards point B.
Let’s call this vector rAB . Starting at point A, you need to determine how to
get to point B by moving in each of the three directions. Ask yourself: to get
from point A to point B do I have to move in the x direction? If so, how far do
I have to travel? This becomes the x component of the vector rAB namely rABx .
Next, to get from point A to point B how far do I move in y direction? This
distance is rABy . Finally, to get from point A to point B how far do I move in
the z-direction? This distance is rABz .
When writing these scalar components pay attention to which way you move
along the axes. If you travel toward the positive end of an axis, the corresponding
scalar component gets a positive sign. Travel towards the negative end results
in a negative sign. The sign is important.
Once you have determined the components of the distance vector rAB , you
CHAPTER 3. EQUILIBRIUM OF PARTICLES 93
can determine the total distance from point A to B using the three-dimensional
Pythagorean Theorem
q
rAB = (rABx )2 + (rABy )2 + (rABz )2 (3.5.1)
1. Select and isolate the particle. The “free-body” in free-body diagram means
that a concurrent force particle or connection must be isolated from the
supports that are physically holding it in place. This means creating a
separate free-body diagram from your problem sketch.
CHAPTER 3. EQUILIBRIUM OF PARTICLES 94
3. Identify all loads. Add force vectors to your free-body diagram representing
each applied load pushing or pulling the body, in addition to the body’s
weight, if it is non-negligible. If a force vector has a known direction, draw
it. If its direction is unknown, assume one, and your later algebra will
check your assumption. Every vector should have a descriptive variable
name and a clear arrowhead indicating its direction.
5. Label the diagram. Verify that every dimension, angle, force, and moment
is labeled with either a value or a symbolic name if the value is unknown.
In our eyes, dimensioning is optional. Having the information needed
for your calculations is helpful, but don’t clutter the diagram up with
unneeded details. Your final free-body diagram should be a stand-alone
presentation and is the basis of your equilibrium equations.
3. Count knowns and unknowns. At this point, you should have at most three
unknowns remaining. If you have over three, reread the problem and look
for overlooked information.
4. Solve for unknowns. Use algebra to simplify the equilibrium equations and
solve for unknowns. With multiple unknowns scattered across multiple
equations, linear algebra may be more efficient than substitution. Assume
CHAPTER 3. EQUILIBRIUM OF PARTICLES 95
that all answers have units - unless you prove that they don’t. Finally,
underline or box your answers.
5. Check your work. If you add the components of the forces, do they add
to zero? Do the results seem reasonable given the situation? Have you
included appropriate units?
spaced 10 ft apart. z x
B
Answer.
Solution.
1. Strategy.
The three tensions are the unknowns
which we can find by applying the
three equilibrium equations.
We’ll establish a coordinate system
with the origin directly below the bal-
loon and the y axis vertical, then
draw and label a free-body diagram.
Next we’ll use the given information
to find two points on each line of ac- z
x
tion to find the components of each
force in terms of the unknowns.
2. Geometry.
From the diagram, the coordinates of the points are
CHAPTER 3. EQUILIBRIUM OF PARTICLES 96
Use the point coordinates to find the x, y and z components of the forces.
−20 −30 0
Ax = A Ay = A Az = A
LA LA LA
30 −30 20
Bx = B By = B Bz = B
LB LB LB
0 −30 −20
Cx = C Cy = C Cz = C
LC LC LC
Where LA , LB and LC are the lengths of the three cables found with the
distance formula.
p
LA =(−20)2 + (−30)2 + 02 = 36.1 ft
p
LB = 302 + (−30)2 + 202 = 46.9 ft
p
LC = 02 + (−30)2 + (−20)2 = 36.1 ft
3. Equilibrium Equations.
Applying the three equations of equilibrium yields three equations in terms
of the three unknown tensions.
ΣFx = 0
Ax + B x + C x = 0
20 30
− A+ B + 0C = 0
36.1 46.9
A = 1.153 B (1)
ΣFz = 0
Az + B z + C z = 0
20 20
0A + B− C=0
46.9 36.1
C = 0.769 B (2)
ΣFy = 0
Ay + B y + C y + D = 0
30 30 30
− A− B− C + 900 = 0
36.1 46.9 36.1
CHAPTER 3. EQUILIBRIUM OF PARTICLES 97
With B known, substitute it into equations (1) and (2) to find A and C.
A = 1.153 B C = 0.769 B
= 464 lb = 309 lb
□
Example 3.5.4 Skycam.
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CHAPTER 3. EQUILIBRIUM OF PARTICLES 98
Answer.
Solution. In this situation, the directions of all four forces are specified by the
angles in the free-body diagram, and the magnitude of the weight is known. The
three unknowns are the magnitudes of forces A, B, and C.
We will first find unit vectors in the directions of the four forces by inspection
of the free-body diagram. This step requires visualizing the component’s unit
vectors and determining the angles each makes with the coordinate axis.
Ŵ = ⟨0, −1, 0⟩
 = ⟨cos 35◦ , cos 55, 0⟩
B̂ = ⟨− cos 15◦ cos 30◦ , cos 75◦ , − cos 15◦ cos 60◦ ⟩
Ĉ = ⟨0, cos 70, cos 20◦ ⟩
P
Particle equilibrium requires that F = 0.
A Â + B B̂ + C Ĉ = −W Ŵ
These can be solved by any method you choose. Here we will use Sage.
Evaluating the coefficients and expressing the equations in matrix form gives
0.819 −0.837 0 A 0
0.574 0.259 0.342 B = 196.2 N .
0 −0.482 0.940 C 0
This is an equation in the form
[A][x] = [B].
□
CHAPTER 3. EQUILIBRIUM OF PARTICLES 100
CHAPTER 3. EQUILIBRIUM OF PARTICLES 101
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Chapter 4
When a force is applied to a body, the body tends to translate in the direction
of the force and also tends to rotate. We have already explored the translational
tendency in Chapter 3. We will focus on the rotational tendency in this chapter.
This rotational tendency is known as the moment of the force, or more simply
the moment. You may be familiar with the term torque from physics. Engineers
generally use “moment” whereas physicists use “torque” to describe this concept.
Engineers reserve “torque” for moments that are applied about the long axis of
a shaft and produce torsion.
Moments are vectors, so they have magnitude and direction and obey all
rules of vector addition and subtraction described in Chapter 2. Additionally,
moments have a center of rotation, although it is more accurate to say that they
have an axis of rotation. In two dimensions, the axis of rotation is perpendicular
to the plane of the page and so will appear as a point of rotation, also called
the moment center. In three dimensions, the axis of rotation can be any
direction in 3D space.
A wrench provides a familiar example. A force F applied to the handle of a
wrench, as shown in Figure 4.0.1, creates a moment MA about an axis out of the
page through the centerline of the nut at A. The M is bold because it represents a
vector, and the subscript A indicates the axis or center of rotation. The direction
of the moment can be either clockwise or counter-clockwise depending on how
the force is applied.
102
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 103
r F
F M
Figure 4.1.1 Three finger right-hand rule techniques for moments.
Another approach is the point-and-curl method. Start with your right hand
flat and fingertips pointing along the position vector r pointing from the center
of rotation to a point on the force’s line of action. Rotate your hand until the
force F is perpendicular to your fingers and imagine that it pushes your fingers
into a curl around your thumb. In this position, your thumb defines the axis of
rotation, and points in the direction of the moment M.
F M
y
x
• If you increase the distance between a force and a point of interest, does
the moment of the force go up or down?
• What practical applications can you think of that could use moments to
describe?
As you probably know, the turning effect produced by a wrench depends on
where and how much force you apply to the wrench, and the optimum direction
to apply the force is at right angles to the wrench’s handle. If the nut won’t
budge, you need to apply a larger force or get a longer wrench.
This strength of this turning effect is what we mean by the magnitude of a
moment (or of a torque).
M = F d⊥ . (4.2.1)
there the moment arm is zero. Furthermore, vector magnitudes are always pos-
itive, so clockwise and counter-clockwise moments with the same strength have
the same magnitude.
B M2 = −400 kN·m
C M3 = 25 N·m ⟳
D M4 = −100 ft·lb ⟳
Answer.
A CCW B CW C CW D CCW
Solution.
A CCW. Use the default sign convention, i.e. CCW is positive.
B CW. Negative value means the moment acts opposite to positive direction.
□
Scalar components are most useful when combining several clockwise and
counter-clockwise moments. The resulting algebraic sum of the scalar compo-
nents will be either positive, negative, or zero, and this sign indicates the direc-
tion of the resultant moment.
Example 4.3.2 Scalar addition. Use scalar moments to determine the mag-
nitude of the resultant of three moments:
M1 = 25 kN·m ⟳, M2 = 40 kN·m ⟲, and M3 = 30 kN·m ⟳
Answer. |M| = 15 kN·m
Solution. Manually attaching the signs according to the standard sign conven-
tion (CCW +) gives the scalar moments:
M1 = −25 kN·m
M2 = +40 kN·m
M3 = −30 kN·m.
M = M 1 + M2 + M 3
= (−25 kN·m) + (40 kN·m) + (−30 kN·m)
= −15 kN·m.
The negative sign indicates that the resultant vector moment is clockwise.
Interpreting the resultant as a vector gives:
M = 15 kN·m ⟳ .
|M| = 15 kN·m.
□
In three dimensions, moments, like forces, can be resolved into components
in the x, y, and z directions.
M = Mx i + My j + Mx k.
This means that the three scalar components are required to fully specify a
moment in three dimensions.
Warning 4.3.3 Be careful not to mix up magnitudes with scalar components.
• Both are scalar values with units.
• Magnitudes are never negative. Scalar components have a sign.
• Scalar components always have an associated sign convention. It may be
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 107
M = F⊥ d, (4.4.1)
M = F d sin θ. (4.4.2)
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 108
M = ±Fx dy ± Fy dx (4.4.3)
Answer.
MA = 174 ft·lb Clockwise.
Solution. Force F acts 60◦ from the vertical with a 750 lb magnitude, so its
horizontal and vertical components are
MA = −M1 + M2
= −1299 + 1125
= −174 ft·lb
The negative sign indicates that the resultant moment is clockwise, with a
magnitude of 174 ft·lb.
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y
4
3
2
Force F has a magnitude of 500 lbf and
2 3
acts on point D in the direction shown.
1
D F = 500 lbf Find the moment caused by force F
-5 -4 -3 -2 -1 1 2 3 4 5 ft x
around point A = (−4, −3) ft using dif-
-1 ferent methods and verify that they give
the same result.
rAD -2
-3
A -4
This problem demonstrates four different ways you can solve the problem.
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 110
The first two methods use vector algebra; the second two take a scalar approach
that uses geometry and right-triangle trigonometry. All four methods are math-
ematically identical.
MA = (rx × Fy ) + (ry × Fx ) .
y
F=500 lbf
4
2
Fy
1 3
D θ Fx
-5 -4 -3 -2 -1 1 2 32 4 5 ft x
-1
ry
rAD -2
-3
A rx
MA -4
Finally, following Varignon’s Theorem, add the cross products of the per-
pendicular component pairs.
MA = (rx × Fy ) + (ry × Fx )
= 6 ft · 416.025 lbf (k) + 3 ft · 277.35 lbf (−k)
= 1664.1 ft·lbf (+k)
Notes:
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 111
3
We can also solve for the moment MA
Fy
2 using the vector determinant method
1 3 of Subsection 2.8.3. We can use the
D θ Fx
-5 -4 -3 -2 -1 1 2 32 4 5 ft x
values of θ, r, and F computed in part
-1 (a) above. Jumping straight into the
ry
rAD -2 vector determinant, we find:
-3
A rx
MA -4
MA = r × F
i j k
= r x ry 0
Fx Fy 0
i j k
= 6 3 0
277.35 416.025 0
= 6 ft (416.025 lbf) (k) + 3 ft (277.35 lbf) (−k)
= 1664.1 ft·lbf (+k)
Notes:
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 112
(c) Find the moment of F about point A by finding the perpendicular distance
d⊥ ,
MA = F d ⊥ .
2
3 This solution requires you to find the
1
θ1 perpendicular distance d⊥ between
D
θ2 x
the point A and line-of-action of F.
-5 -4 -3 -2 -1 1 2 3
2 4 5 ft
-1 One way to find this distance is shown
MA -2 below.
A 4 -3
θ3 C
-4
d
B
(a) Draw a moderately large and accurate diagram. Too much confusion
has been created by small, inaccurately-drawn diagrams.
(b) Start with the angle θ that you found in Part (a) of this example.
The angle opposite θ1 is θ2 .
(c) Next, using the corresponding angles of parallel lines, transfer θ2 from
the force triangle to triangle ABC as θ3 .
(d) Finally, find d⊥ using the sine function.
d⊥
sin θ3 =
AC
d⊥ = AC (sin θ3 )
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 113
= 4 (sin 56.3◦ )
= 3.328 ft
MA = F d ⊥
= 3.328 ft (500 lbf)
= 1664.10 ft·lbf
MA = 1664.10 ft·lbf (+k)
(d) Find the moment of F about point A by finding the perpendicular compo-
nent of F,
MA = F⊥ d.
-3
A MA
-4
(a) Draw a large and accurate diagram to assist in finding the distances
and angles in this problem.
(b) The next three steps focus on finding the angle β2 + α to help find
F⊥ . Using triangle ADG, compute the angle β1 .
−1 3
β1 = tan = 26.565◦
6
F⊥
cos (β2 + α) =
500 lbf
F⊥ = 500 lbf(cos(26.565◦ + 33.69◦ ))
F⊥ = 248.07 lbf
MA = F ⊥ d
= 248.07 lbf · 6.708 ft
MA = 1664.10 ft·lbf (+k)
4.5 3D Moments
Key Questions
• Where does the moment arm vector r start and end?
• Why does Varignon’s Theorem give you the same answer as a determinant?
• How can you combine a dot product and a cross product to find the moment
about a line?
and use equation (4.2.1), so instead we will use the vector cross product, which
is easier to apply but less intuitive.
q
M = |M| = Mx 2 + My 2 + Mz 2 (4.5.4)
It is important to avoid three common mistakes when setting up the cross
product.
• The moment arm r must always be measured from the moment center to
the line of action of the force. Never from the force to the point.
M=r×F
i j k
= rx ry 0
Fx Fy 0
= (rx Fy − ry Fx ) k. (4.5.5)
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y
B 0.9 m A
1. Find the position vector BD: Find position vectors by either subtracting
the start-point coordinates from the end-point coordinates or focusing on
the changes in the position components from B to D.
BD = D − B
= (−0.9, 1.1, 0) m − (0.4, 0, 1.0) m
= ⟨1.3, −1.1, 1⟩ m
2. Find the unit vector of BD: Compute a unit vector by dividing BD by the
total length of BD.
p
BD = |BD| = 1.32 + (−1.1)2 + 1.02
= 1.975 m
d = BD
BD
BD
⟨1.3, −1.1, 1⟩ m
=
1.975 m
= ⟨0.658 − 0.5570.506⟩
d is unitless and is the pure direction of BD.
Note that BD
d by the 2 kN
3. Multiply the unit vector by force magnitude: Now multiply BD
force magnitude to find the force components.
d
FBD = FBD (BD)
= 2 kN ⟨0.658, −0.557, 0.506⟩
= ⟨1.317, −1.114, 1.013⟩ kN
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 119
Next, find the moment arm from point O to the line of action of the force.
There are two obvious options for moment arms, either rOB or rOB . To demon-
strate how both moment arms give the same answer, solutions for both moment
arms will be shown.
Option 1: Moment using rOB
y
B 0.9 m A
rOB 1.1 m
2 kN
x
C O
1.0 m
D
z 0.4 m
• Moment arm rOB starts at the point we are taking the moment around, O,
and ends at the point B.
OB = B − O
= (−0.9, 1.1, 0) m − (0, 0, 0) m
= ⟨−0.9, 1.1, 0⟩ m
• Cross rOB with FBD to find the moment of FBD about point O.
MO = rOB × FBD
i j k
= −0.9 1.1 0
1.317 −1.114 1.013
= ⟨1.114, 0.911, −0.446⟩ kN
y
B 0.9 m A
1.1 m
O x
C rOD 1.0 m
D
z 0.4 m
2 kN
• Moment arm rOD starts at the point we are taking the moment around, O,
and ends at the point D.
OD = D − O
= (0.4, 0, 1.0) m − (0, 0, 0) m
= ⟨0.4, 0, 1.0⟩ m
• Cross rOD with FBD to find the moment of FBD about point O.
MO = rOD × FBD
i j k
= 0.4 0 1.0
1.317 −1.114 1.013
= ⟨1.114, 0.911, −0.446⟩ kN
It is worth your effort to compute moments both ways for this example, or
another problem, to prove to yourself that the answers work out exactly the same
with different moment arms. Technically, you could select a position vector from
anywhere on line BD and get the correct answer, but rOB or rOB are the only
two between defined points in this problem.
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 121
y
B 0.9 m A
rOB 1.1 m MO
2 kN
x
C O
1.0 m
D
z 0.4 m
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• finding the moment of a force about a point using the cross product, (4.5.1).
• finding the scalar projection of one vector onto another vector using the
dot product, (2.7.8) and,
Carrying these operations out gives a vector which is the component of mo-
ment r × F along the u axis.
Mû = û · (r × F) û (4.5.6)
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 123
The combined dot and cross product is the scalar projection of the moment
on the line of interest and is called the mixed triple product.
∥ proju M∥ = û · M
= û · (r × F)
• r, the position vector from any point on the line of interest to any point
on the line of action of the force.
• F, the force vector. If you have multiple concurrent forces, you can treat
them individually or add them together first and find the moment of the
resultant — using Varignon’s principle.
To calculate the triple product in a single step, evaluate the 3 × 3 determinant
consisting of the components of the unit vector û in the top row, the components
of a position vector r from the line of interest to the line of action of force F in
the middle row, and the components of the force in the bottom row using the
augmented determinant method Figure 2.8.6.
∥ proju M∥ = û · (r × F)
u x uy u z
= rx r y rz
Fx Fy Fz
= (ry Fz − rz Fy ) ux + (rz Fx − rx Fz ) uy + (rx Fy − ry Fx ) uz
To find the vector projection along the selected axis, multiply this value by
the unit vector for the axis, equation (4.5.6).
4.6 Couples
Key Questions
• What makes a couple different than a typical r × F moment?
The moments we have considered so far were all caused by single forces
producing rotation about a moment center. In this section, we will consider
another type of moment, called a couple.
A couple consists of two parallel forces, equal in magnitude, opposite in
direction, and non-coincident. Couples are special because the pair of forces
always cancel each other, which means that a couple produces a rotational effect
but never translation. For this reason, couples are sometimes referred to as “pure
moments.” The strength of the rotational effect is called the moment of the
couple or the couple-moment.
When a single force causes a moment about a point, the magnitude depends
on the magnitude of the force and the location of the point. In contrast, the
moment of a couple is the same at every point and only depends on the magnitude
of the opposite forces and the distance between them.
For example, consider the interactive where two equal and opposite forces
with different lines of action form a couple. The moment of this couple is found
by summing the moments of the two forces about arbitrary moment center A,
applying positive or negative signs for each term according to the right-hand
rule. The moment of the couple is always
M = F d⊥ (4.6.1)
where d⊥ is the perpendicular distance between the lines of action of the forces.
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Figure 4.6.1 Moment of a couple.
In two dimensions, couples are represented by a curved arrow indicating the
direction of the rotational effect. Following the right-hand rule, the value will
be positive if the moment is counter-clockwise and negative if it is clockwise. In
three dimensions, a couple is represented by a normal vector arrow.
When adding moments to find the total or resultant moment, you must
include couple-moments as well the r × F moments. In equation form, we could
express this as:
ΣMP = Σ(r × F) + Σ(Mcouple )
Thinking Deeper 4.6.2 Location Independence. In this section we have
shown that couples produce the same moment at every point on the body. This
means that the external effect of couples is location independent. Because the
moment of a couple is location independent, the moment vector is not bound to
any particular point and for this reason is a free vector.
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 125
We will learn in Chapter 8 that moving a couple around on a rigid body does
affect the internal loads or stresses inside a body, but changing the location of
a couple does not change the external loading or reactions.
Vector Addition. When you add forces together using the rules of vector
addition, you are performing an equivalent transformation. You can swap out
two or more components and replace them with a single equivalent resultant
force.
Any number of concurrent forces can be added together to produce a single
resultant force. By definition, the lines of action of concurrent forces all intersect
at a common point. The resultant must be placed at this intersection point in
order for this replacement to be equivalent. This is because before and after the
replacement, the moment about the intersection point is zero. If the resultant
was placed somewhere else, that would not be true.
or in a given plane and perpendicular to it, but any combination of force com-
ponents that add to the original force is equivalent.
The effects of the force in the x, y and (in three dimensions the z) directions
remain the same, and by Varignon’s theorem, we know that the moment these
forces make about any point will also be the same.
An interesting special case occurs when two forces are equal and opposite
and have the same line of action. When these are added together, they cancel
out, so replacing these two forces with nothing is an equivalent transformation.
The opposite is true as well, so you can make two equal and opposite forces
spontaneously appear at a point if you wish.
Thinking Deeper 4.7.2 Internal Effects. We made a point of saying that
equivalent systems of force have the same external effect on the body. This
implies that there may be some other effects that are not the same. As you will
see in Chapter 8, we sometimes need to consider internal forces and moments.
These are the forces inside a body that hold all the parts of the object to each
other, otherwise, it would break apart and fail. Although the external effects are
the same for all equivalent systems, the internal forces depend on the specifics
of how the loads are applied.
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 127
The difference is what might happen to your vehicle. With one method
there’s a danger that you will rip your front bumper off, with the other, you
might damage your rear bumper. These are the internal effects and they depend
on where the equivalent force is applied. These forces are necessary to maintain
rigidity and hold the parts of the body together.
Sliding a force along its line of action. Sliding a force along its line of
action is an equivalent transformation because sliding a force does not change
its magnitude, direction or the perpendicular distance from the line of action to
any point, so the moments it creates do not change either. This transformation
is called the “Principle of Transmissibility”.
where it is applied.
This means that you are free to swap out a couple for its couple-moment, or
swap a couple-moment for a couple that has the same moment, and you may
put the replacement anywhere on you please and it will still be equivalent.
The diagram shows a series of equivalent transformations of a couple.
MR = ΣM
Example 4.7.5 Equivalent Moment.
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 129
M3 = F d ⊥
= F d sin 60◦
= 69.3 N·m
MR = ΣM
= M1 + M2 + M3
= −400 N·m + 200 N·m + 69.3 N·m
= −130.7 N·m
MR = 130.7 N·m clockwise
• Do you have to include both r×F moments and couples to find the resultant
moment?
• How can you determine if two loading systems are statically equivalent?
A loading system is a combination of load forces and moments that act on an
object. It can be as simple as a single force, or as complex as a three-dimensional
combination of many force and moment vectors.
You will see that any loading systems may be replaced with a simpler stati-
cally equivalent system consisting of one resultant force at a specific point and one
resultant moment by performing a series of equivalent transformations. Force
system resultants provide a convenient representation for complex force interac-
tions at engineering connections that we will rely on later in a variety of contexts.
For now, we will focus on the details of reducing a system to a single force and
couple.
Depending on the original loading system, the resultant force, the resultant
moment, or both may be zero. If they are both zero, it indicates that the object
is in equilibrium under this load condition. If they are non-zero, the supports will
need to provide an equal and opposite reaction to put the object into equilibrium.
The resultant force acting on a system, R, can be found from adding the
individual forces, Fi , such that
X
R= F = F1 + F2 + F3 + ....
The resultant moment, MO , about a point O, can be found from adding
all of the moments M, about that point, including both r × F moments and
concentrated moments.
X
MO = Mi = M1 + M2 + M3 + ...
It is often more convenient to work with the scalar components of the resul-
tant vectors since they separate the effects in the three coordinate directions.
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Figure 4.8.1 Statically equivalent systems
(c) FBD and reactions for (a). (d) FBD and reactions for (b).
Figure 4.8.2 Moving a force is not an equivalent transformation
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 132
You can move a force to a new line of action in an equivalent fashion if you
add a “compensatory couple” to undo the effect of changing the line of action.
This can be accomplished with a series of individual equivalent transformations
as shown in the diagram below. To move P to another location, first add two
equal and opposite forces where you want the force to be, as in (b). Then
recognize the couple you have formed (c), and replace it with an equivalent
couple-moment. The result of this process is the equivalent force-couple system
shown in diagram (d), which is statically equivalent to the original situation in
(a).
(a) Original situation. (b) Add two equal and opposite forces
at midpoint.
2. Determine the resultant force by adding all forces acting on the original
system.
4. Create the statically equivalent system by replacing all loads with the
resultant force and the resultant moment at the selected point.
Example 4.8.4 Eccentric loading.
An vertical column is supporting an eccentric load as
shown.
Replace this load with an equivalent force-couple system
acting at the center of the beam’s top surface.
M = Pd
= (1200 lb)(9 in)
= 10, 800 in·lb
= 900 ft·lb.
□
Example 4.8.5 Equivalent Force-couple System. Replace the system of
forces in diagram (a) with an equivalent force-couple system at A.
Replace the force-couple system at A with a single equivalent force and specify
its location.
R = F1 + F2
MA = F1 d1 + F2 (d1 + d2 ).
To create the equivalent system (b), the resultant force and resultant moment
are placed at point A.
The system in (b) can be further simplified to eliminate the moment at MA ,
by performing the process in reverse.
In (c) we place the resultant force R a distance d away from point A such
that the resultant moment around point A remains the same. This distance can
be found using M = F d.
d = MA /R
The systems in (a), (b), and (c) are all statically equivalent □
In this example, we started with two forces. We have found two different stati-
cally equivalent systems; one with a force and a couple, the other with a single
force. This latter system is simpler than the original system.
It is important to note that static equivalence applies to external effects
only. When determining internal forces, such as the shear and bending moment
discussed in Section 8.4 or when considering non-rigid bodies, the original loading
system must be used.
Figure 4.8.7
Answer. (a) and (c) are statically equivalent
Solution.
1. Strategy.
Evaluate the resultant force and resultant moment for each case and com-
pare. We choose to evaluate the resultant moment about point A, though
any other point would work.
R = ⟨−10, 0⟩ lb
MA = −80 + 6(10)
= −20 ft·lb
R = ⟨−20 + 10, 0⟩ lb
= ⟨−10, 0⟩ lb
MA = −120 + 12(20) − 6(10)
= 60 ft·lb
R = ⟨−10, 0⟩ lb
MA = −40 + 20 + 0(10)
= −20 ft·lb
Systems (a) and (c) are statically equivalent since R and MA are the same in
both cases. System (b) is not as its resultant moment is different than the other
two. □
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 136
Any load system can be simplified to its resultant force R, and resultant
couple M, acting at any arbitrary point O. There are four common special cases,
which are worth highlighting individually.
Concurrent forces. When all forces in a system are concurrent, the resultant
moment about their common intersection point will always be zero. We then
need only find the resultant force and place it at the point of intersection. The
resultant moment about any other point is the moment of the resultant force R
about that point.
Parallel forces. When all forces in a system are parallel, the resultant force
will act in this direction with a magnitude equal to the sum of the individual
magnitudes. There will be no moment created about this axis, but we need to
find the resultant moment about the other two rectangular axes. That is, if
all forces act in the x direction, we need only find the resultant force in the x
direction and the resultant moment about the y and z axes.
Coplanar forces. When all forces in a system are coplanar we need only
find the resultant force in this plane and the resultant moment about the axis
perpendicular to this plane. That is, if all forces exist in the x-y plane, we
need only to sum components in the x and y directions to find resultant force
R, and use these to determine the resultant moment about the z axis. All
two-dimensional problems fall into this category.
The simplified system consists of moment M∥ and force R and acting distance
d away from point O. Since R and M∥ act along the same axis, the system has
been reduced to a wrench resultant. Wrench resultants are the most general way
to represent a complex force-couple system, but their utility is limited.
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 138
CHAPTER 4. MOMENTS AND STATIC EQUIVALENCE 139
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Chapter 5
In this chapter we will investigate the equilibrium of simple rigid bodies like your
book, phone, or pencil. The important difference between rigid bodies and the
particles of Chapter 3 is that rigid bodies have the potential to rotate around a
point or axis, while particles do not.
For rigid body equilibrium, we need to maintain translational equilibrium
with X
F=0 (5.0.1)
and also maintain a balance of rotational forces and couple-moments with a new
equilibrium equation X
M = 0. (5.0.2)
140
CHAPTER 5. RIGID BODY EQUILIBRIUM 141
• Which reaction forces and couple-moments come from each support type?
• What are the typical support force components and couple-moment com-
ponents which can be modeled from the various types of supports?
Free body diagrams are the tool that engineers use to identify the forces and
moments that influence an object. They will be used extensively in statics, and
you will use them again in other engineering courses so your effort to master
them now is worthwhile. Although the concept is simple, students often have
great difficulty with them.
Drawing a correct free-body diagram is the first and most important step
in the process of solving an equilibrium problem. It is the basis for all the
equilibrium equations you will write; if your free-body diagram is incorrect then
CHAPTER 5. RIGID BODY EQUILIBRIUM 142
Creating Free Body Diagrams. The basic process for drawing a free-body
diagrams is
cable (or other reaction force in-line body contacts roller on force perpendicular
two-force member) with two-force member smooth surface smooth surface to surface
Ball & socket Three reactions Free-axle bearing Four unknowns
ball cannot slide but is free to rotate axle free to slide & rotate
crate. If we were to remove the floor, the cable would be engaged and support
the weight of the crate.
not engaged engaged
T=0 T=W
W W
Figure 5.2.4 One hand holding an object versus two hands holding the same
object.
The vertical force in your right hand engaged instead of the couple-moment
of your left hand. The reaction couples from both hands are available, but the
vertical forces engage first and are sufficient for equilibrium. This phenomena is
described by the saying “reaction forces engage before reaction couple-moments”.
Free-Body Diagram Examples. Given that there several options for repre-
senting reaction forces and couple-moments from a support, there are different,
equally valid options for drawing free-body diagrams. With experience you will
learn which representation to choose to simplify the equilibrium calculations.
Possible free-body diagrams for two common situations are shown in the next
two examples.
Example 5.2.5 Fixed support.
CHAPTER 5. RIGID BODY EQUILIBRIUM 147
Solution.
Begin by drawing a neat rectangle to D
B 30°
represent the beam disconnected from
its supports, then add all the known C
forces and couple-moments. Label the
magnitudes of the loads and the known
dimensions symbolically.
Choose the standard xy coordinate system, since it aligns well with the forces.
The wall at A is a fixed support which prevents the beam from translating
up, down, left or right, or rotating in the plane of the page. These constraints are
represented by two perpendicular forces and a concentrated moment, as shown
in Figure 5.2.1. Label these unknowns as well.
The knowns in this problem are the magnitudes and directions of moment
C, forces B, and D and the dimensions of the beam. The unknowns are the two
force components Ax and Ay and the scalar moment MA caused by the fixed
connection. If you prefer, you may represent force A as a force of unknown
magnitude acting at an unknown direction. Whether you represent it as x and y
components or as a magnitude and direction, there are two unknowns associated
with force A.
The three unknown reactions can be found using the three independent equa-
tions of equilibrium we will discuss later in this chapter. □
Example 5.2.6 Frictionless pin and roller.
The beam is supported by a friction- 12 kN
less pin at A and a rocker at D. Draw 24 kN-m
45°
a neat, labeled, correct free-body di- A B C D
agram of the beam and identify the 30°
2m 3m 5
knowns and the unknowns. m
Solution. In this problem, the knowns are the magnitude and direction of force
B and moment C and the dimensions of the beam.
The constraints are the frictionless pin at A and the rocker at D. The pin
prevents translation but not rotation, which means two it has two unknowns,
represented by either magnitude and direction, or by two orthogonal components.
The rocker provides a force perpendicular to the surface it rests on, which is 30◦
from the horizontal. This means that the line of action of force D is 30◦ from
the vertical, giving us its direction but not its sense or magnitude
CHAPTER 5. RIGID BODY EQUILIBRIUM 148
• How do I choose which are the most efficient equations to solve two-
dimensional equilibrium problems?
In statics, our focus is on systems where both linear acceleration a and angu-
lar acceleration α are zero. These systems are frequently stationary, but could
be moving with constant velocity.
Under these conditions Newton’s Second Law for translation reduces to
X
F = 0, (5.3.1)
and, Newton’s second law for rotation gives the similar equation
X
M = 0. (5.3.2)
The first of these equations requires that all forces acting on an object balance
and cancel each other out, and the second requires that all moments balance as
well. Together, these two equations are the mathematical basis of this course
and are sufficient to evaluate equilibrium for systems with up to six degrees of
freedom.
CHAPTER 5. RIGID BODY EQUILIBRIUM 149
These are vector equations; hidden within each are three independent scalar
equations, one for each coordinate direction.
X ΣFx = 0 X ΣMx =0
F = 0 =⇒ ΣFy = 0 M = 0 =⇒ ΣMy =0 (5.3.3)
ΣF = 0 ΣM =0
z z
Working with these scalar equations is often easier than using their vector equiv-
alents, particularly in two-dimensional problems.
In many cases we do not need all six equations. We saw in Chapter 3 that
particle equilibrium problems can be solved using the force equilibrium equation
alone, because particles have, at most, three degrees of freedom and are not
subject to any rotation.
To analyze rigid bodies, which can rotate as well as translate, the mo-
ment equations are needed to address the additional degrees of freedom. Two-
dimensional rigid bodies have only one degree of rotational freedom, so they
can be solved using just one moment equilibrium equation, but to solve three-
dimensional rigid bodies, which have six degrees of freedom, all three moment
equations and all three force equations are required.
where the subscript z has been replaced with a letter to indicate an arbitrary
moment center in the xy plane instead of a perpendicular z axis.
This is not the only possible set of equilibrium equations. Either force equa-
tion can be replaced with a linearly independent moment equation about a point
of your choosing 1 , so the other possible sets are
P P P
P Fx =0 P MC = 0 P MC = 0
{2} = MB = 0 {3} = Fy =0 {4} = MB = 0
P
P
P
M =0 M =0 M =0
A A A
1
Labels A, B and C in these equations are representative. They don’t have to correspond
to points A, B and C on your problem.
CHAPTER 5. RIGID BODY EQUILIBRIUM 150
For set four, moment centers A, B, and C must form a triangle to ensure the
three equations are linearly independent.
You have a lot of flexibility when solving rigid-body equilibrium problems. In
addition to choosing which set of equations to use, you are also free to rotate the
coordinate system to any orientation you like, pick different points for moment
centers, and solve the equations in any order or simultaneously.
This freedom raises several questions. Which equation set should you choose?
Is one choice ‘better’ than another? Why bother rotating coordinate systems?
How do you select moment centers? Students want to know “how to solve the
problem,” when in reality there are many ways to do it.
The actual task is to choose an efficient approach and carry it out. An efficient
solution is one which avoids mathematical complications and makes the problem
easy to solve. Complications include unpleasant geometries, unnecessary algebra,
and particularly simultaneous equations, which are algebra intensive and error
prone.
So how do you do set up an efficient approach? First, stop, think, and look
for opportunities to make the solution more efficient. Here are some recommen-
dations.
1. Equation set one is usually a good choice, and should be considered first.
2. Inspect your free-body diagram and identify the unknown values in the
problem. These may be magnitudes, directions, angles or dimensions.
4. Take moments about the point where the lines of action of two unknown
forces intersect, which eliminates them from the equation.
This problem will be solved three different ways to demonstrate the advan-
tages and disadvantages of different approaches.
Solution 1.
CHAPTER 5. RIGID BODY EQUILIBRIUM 151
We choose to solve equation set {A}, and choose to take moments about point
A, because unknowns Ax and Ay intersect there. Substituting the variables into
the equation and solving for the unknowns gives
X
Fx = 0
B x − Ax = 0
Ax = B sin 60◦ (1)
X
Fy = 0
B y − C + Ay = 0
Ay = C − B cos 60◦ (2)
X
MA = 0
−Bx (3) − By (7) + C(4) + D = 0
3B cos 60◦ + 7B sin 60◦ = 4C + D
B(3 sin 60◦ + 7 cos 60◦ ) = 4C + D
4C + D
B= (3)
6.098
Of these three equations only the third can be evaluated immediately, because
we know C and D. In equations (1) and (2) unknowns Ax and Ay can’t be found
CHAPTER 5. RIGID BODY EQUILIBRIUM 152
until B is known. Inserting the known values into (3) and solving for B gives
4(250) + 500
B=
6.098
1500 ft·lb
=
6.098 ft
= 246.0 lb
Now with the magnitude of B known, Ax and Ay can be found with (1) and
(2).
Ax = B sin 60◦
= 246.0 sin 60◦
= 213.0 lb
Ay = C − B cos 60◦
= 250 − 246.0 cos 60◦
= 127.0 lb
The positive signs on these values indicate that the directions assumed on the
free-body diagram were correct.
The magnitude and direction of force A can be found from the scalar com-
ponents Ax and Ay using a rectangular to polar conversion.
q
A = A2x + A2y = 248.0 lb
Ay
θ = tan−1 = 30.8◦
Ax
The final values for A and B, with angles measured counter-clockwise from
the positive x axis are
A = 248.0 lb ∡ 149.2◦ ,
B = 246.0 lb ∡ 30°.
This solution demonstrates a fairly standard approach appropriate for many
statics problems which should be considered whenever the free-body diagram
contains a frictionless pin. Start by taking moments there.
Solution 2.
250 lb
There is no particular advantage to this approach over the first one, but with
two unknown forces aligned with the x′ direction, Ay′ can be found directly after
breaking force C into components.
X
F x′ = 0
B − C x′ + Ax′ = 0
Ax′ = −B + C sin 30◦ (1)
X
Fy ′ = 0
−Cy′ + Ay′ = 0
Ay′ = C cos 30◦ (2)
X
MA = 0
−Bx (3) − By (7) + C(4) + D = 0
3B cos 60◦ + 7B sin 60◦ = 4C + D
B(3 cos 60◦ + 7 sin 60◦ ) = 4C + D
4C + D
B= (3)
7.56
Solving equation (2) yields
Ay′ = 216.5 lb.
Solving equation (3) yields the same result as previously
B = 246.0 lb.
Substituting B and C into equation (1) yields
Ax′ = −B + C sin 30◦
= −246.0 + 250 sin 30◦
= −121.0 lb
The negative sign on this result indicates that our assumed direction for Ax′
was incorrect, and that force actually points 180◦ to the assumed direction.
Resolving the Ax′ and Ay′ gives the magnitude and direction of force A.
q
A= A2x′ + A2y′ = 248.0 lb
Ay
θ = tan−1 = 60.8◦
Ax
α = 180◦ − (θ − 30◦ ) = 149.2◦
CHAPTER 5. RIGID BODY EQUILIBRIUM 154
Again, the final values for A and B, with angles measured counter-clockwise
from the positive x axis are
A = 248.0 lb ∡ 149.2◦ ,
B = 246.0 lb ∡ 30°
This approach was slightly more difficult than solution one because of the
additional trigonometry involved to find components in the rotated coordinate
system.
Solution 3.
250 lb
60°
For this solution, we will use the
B C
same free-body diagram as solution
500 ft-lb D
one, but will use three moment equa-
tions, about points B, C and D.
X
MB = 0
−Ax (3) + Ay (7) − C(3) + D = 0
−3Ax + 7Ay = 250 (1)
X
MC = 0
−Ax (3) + Ay (4) − By (3) + D = 0
−3Ax + 4Ay − 3B cos 60◦ = −D
3Ax − 4Ay + 1.5B = 500 (2)
X
MD = 0
−Ax (1.5) − Bx (1.5) − By (7) + C(4) + D = 0
1.5Ax + 1.5B sin 60◦ + 7B cos 60◦ = 4C + D
1.5Ax + 4.799B = 1500 (3)
This set of three equations and three unknowns can be solved with some
algebra.
Adding (1) and (2) gives
Multiplying (4) by 2/3 and subtracting from (5) eliminates Ay and gives
3.049B = 750
B = 246.0 lb,
2. There are two general methods for summing the r × F moments. Both
techniques will give you the same set of equations.
equilibrium are linear terms, except for unknown angles. If you are not familiar
with the use of linear algebra matrices to solve simultaneously equations, search
the internet for Solving Systems of Equations Using Linear Algebra and you will
find plenty of resources.
No matter how you choose to solve for the unknown values, any numeric
values which come out to be negative indicate that your initial hypothesis of
that vector’s sense was incorrect.
4 ft
A 5 ft
4 ft
z
x
6 ft
B 4 ft
z x
2i − 4j − 1k
= √ .
21
Multiplying the unit vector by the cable tension gives the force acting on
A as a three-dimensional Cartesian force vector
F = λAB T
2i − 4j − 1k
= √ 500 lb
21
500
= (2i − 4j − 1k) √ lb
21
F = (218i − 436j − 109k) lb.
The moment about point C is found with the cross product (4.5.1) where
the moment arm is the displacement vector from C to A.
MC = rCA × F
i j k
500
= 4 0 5 √
21
2 −4 −1
ΣFx = 0 : Cx + F x = 0
Cx = −218 lb
ΣT = 0 :
y Cy − F y = 0
ΣF = 0
Cy = +436 lb
ΣTz = 0 : Cz − F z = 0
Cz = +109 lb
ΣMx = 0 : Mx + MC x = 0
Mx = −2180 ft·lb
ΣM = 0 :
y M y + MC y = 0
ΣM = 0
My = −1530 ft·lb
ΣMz = 0 : M z + MC z = 0
Mz = +1750 ft·lb
The resulting vector equations for the reaction force C and reaction mo-
ment M are
□
CHAPTER 5. RIGID BODY EQUILIBRIUM 160
• How can I decide if a problem is both stable and determinate, which makes
it solvable statics?
below can technically be checked in any order, they have been sorted from the
quickest to the most time consuming to speed up your analysis.
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Figure 5.7.1 Rigid body Equilibrium
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Figure 5.7.2 Cantilever beam
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Figure 5.7.3 Beam with concentrated load
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Figure 5.7.4 Beam with concentrated force and couple moment
CHAPTER 5. RIGID BODY EQUILIBRIUM 163
CHAPTER 5. RIGID BODY EQUILIBRIUM 164
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Chapter 6
Equilibrium of Structures
In this chapter you will conduct static analysis of multi-body structures. Broadly
defined, a structure is any set of interconnected rigid bodies designed to serve a
purpose. The parts of the structure may move relative to one another, like the
blades of scissors, or they may be fixed relative to one another, like the structural
members of bridge.
Analysis of structures involves determining all forces acting on and between
individual members of the structure. Fundamentally there is nothing new here;
the techniques you have already learned apply, however structures tend to have
more unknown forces, and so are more involved and provide more opportunities
for error than the problems you have previously encountered. Correct free-body
diagrams and careful work are required, as always.
6.1 Structures
Structures fall into three broad categories: trusses, frames, and machines, and
you should be able to identify which is which.
A truss is a multi-body structure made up of long slender members con-
nected at their ends in triangular subunits. Truss members carry axial forces
only. Trusses are commonly used for spanning large distances without interrup-
tion: bridges, roof systems, stadiums, aircraft hangers, auditoriums for example.
They are also used for crane booms, radio towers and the like. Trusses are light-
weight and relatively strong. Over the years many unique truss designs have
been developed and are often named after the original designer.
A frame is a multi-part, rigid, stationary structure primarily designed to
support some type of load. A frame contains at least one multi-force member,
which a truss never has. This means that, unlike trusses, frame members must
support bending moments as well shear and normal forces. Many common items
can be considered frames. Some examples: building structure, bike frames, lad-
ders, scaffolding, and more.
A machine is very similar to a frame, except that it includes some moving
parts. The purpose of a machine is usually to provide a mechanical advantage
165
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 166
Figure 6.1.1 Scissors and bridges are examples of engineering structures. Scis-
sors are a machine with three interconnected parts. The bridge is a truss.
Solving a structure means determining all forces acting on all of its parts.
The solution typically begins by determining the global equilibrium of the entire
structure, then breaking it into parts and analyzing each separate part. The
specific process will depend on the type of structure, but will always follow the
principles covered in the previous chapters.
θ
A AB CA
AB CA
B C
BC
AB CA
B C
BC BC
CD
BD
A AB
A B C
BD
AD CD
BD
AD CD
B C
BC A AB
C B
Floor Load
Slab
Columns
Footings
6.3 Trusses
Key Questions
• What are simple trusses and how do they differ from other structural
systems?
• How can we determine the forces acting within simple truss systems?
6.3.1 Introduction
A truss is a rigid engineering structure made up of long, slender members con-
nected at their ends. Trusses are commonly used to span large distances with a
strong, lightweight structure. Some familiar applications of trusses are bridges,
roof structures, and pylons. Planar trusses are two-dimension trusses built
out of triangular subunits, while space trusses are three-dimensional, and the
basic unit is a tetrahedron.
In this section we will analyze a simplified approximation of a planar truss,
called a simple truss and determine the forces the members individually sup-
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 170
port when the truss supports a load. Two different approaches will be presented:
the method of sections, and the method of joints.
Commonly, rigid trusses have only three reaction forces, resulting in the
equation:
2 × (number of joints) = 3 + (number of members)
Unstable trusses lack the structural members to maintain their rigidity when
removed from their supports. They can also be recognized using the equation
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 171
above having more system equations on the left side of the equation above then
system unknowns on the right.
Truss systems with redundant members have fewer system equations on the
left side of the equation above than the system unknowns on the right. While
they are indeterminate in statics, in later courses you will learn to solve these
trusses too, by taking into account the deformations of the truss members.
Thinking Deeper 6.3.2 The Danger of Simple Trusses. Simple trusses
have no structural redundancy, which makes them easy to solve using the tech-
niques of this chapter, however this simplicity also has a dark side.
These trusses are sometimes called fracture critical trusses because the failure
of a single component can lead to catastrophic failure of the entire structure.
With no redundancy, there is no alternative load path for the forces that normally
would be supported by that member. You can visualize the fracture critical
nature of simple trusses by thinking about a triangle with pinned corners. If one
side of a triangle fails, the other two sides lose their support and will collapse.
In a full truss made of only triangles, the collapse of one triangle starts a chain
reaction which causes others to collapse as well.
While fracture critical bridges are being replaced by more robust designs,
there are still thousands in service across the United States. To read more about
two specific fracture critical collapses search the internet for the Silver Bridge
collapse, or the I-5 Skagit River Bridge collapse.
nal forces in frames and machines will additionally include traverse forces and
bending moments, as you will see in Chapter 8.
Determining the internal forces is only the first step of a thorough analysis of
a truss structure. Later steps would include refining the initial analysis by consid-
ering other load conditions, accounting for the weight of the members, relaxing
the requirement that the members be connected with frictionless pins, and ulti-
mately determining the stresses in the structural members and the dimensions
required in order to prevent failure.
Two strategies to solve trusses will be covered in the following sections: the
Method of Joints and the Method of Sections. Either method may be used, but
the Method of Joints is usually easier when finding the forces in all the members,
while the Method of Sections is a more efficient way to solve for specific members
without solving the entire truss. It’s also possible to mix and match methods.
The initial steps to solve a truss are the same for both methods. First, ensure
that the structure can be modeled as a simple truss, then draw and label a sketch
of the entire truss. Each joint should be labeled with a letter, and the members
will be identified by their endpoints, so member AB is the member between
joints A and B. This will help you keep everything organized and consistent
in later analysis. Then, treat the entire truss as a rigid body and solve for the
external reactions using the methods of Chapter 5. If the truss is cantilevered
and unsupported at one end you may not actually need the reaction forces and
may skip this step. The reaction forces can be used later to check your work.
D D
AD
D
DB
A AB BC C
A C
B B
A E
BA
ΣFy = 0
DA sin θ = 0
• We have assumed that all members have negligible weight or if not, applied
half the weight to each pin. The actual weight of real members invalidates
the two-force body assumption and leads to errors. Consider a vertical
member -- the internal forces must at least support the member’s weight.
• Truss members are not actually rigid, and long slender members under
compression will buckle and collapse. The so-called zero-force member will
be engaged to prevent this buckling. In the previous example, members
CD and DE are under compression and form an unstable equilibrium and
would definitely buckle at pin D if they were not replaced with a single
member CE with sufficient rigidity.
• Trusses are often used over a wide array of loading conditions. While
a member may be zero-force for one loading condition, it will likely be
engaged under a different condition — think about how the load on a
bridge shifts as a heavy truck drives across.
Answer. There are six zero-force members: GH, F G, BF , EI, DE and CD.
Solution. Rule 1:
• Due to two members meeting at unloaded joint G, both members GH and
F G are zero-force members
• Due to three forces meeting at joining B, with two being collinear (internal
forces in AB and BC) then BF is a zero-force member.
• Due to three forces meeting at joint I, with two being collinear (internal
forces IF and CI), then EI is a zero-force member. Note that member
EI does not need to be perpendicular to the collinear members to be a
zero force.
The remaining truss is shown.
Note that once EI and BF are
eliminated, you can effectively
eliminate the joints B and I
as the member forces in the
collinear members will be equal.
Also notice that the truss is still
formed of triangles which fully
support all of the applied forces.
□
Try to find all the zero-force members in the truss in the interactive diagram
below, once you believe you have found all of them, check out the step-by-step
solution in the interactive.
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• How are the solutions found at one joint used to create an accurate free-
body diagram of another joint?
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 177
6.4.1 Procedure
The procedure is straightforward application of rigid body and particle equilib-
rium
2. Identify and remove all zero-force members. This is not required, but will
eliminate unnecessary computations. See Subsection 6.3.4.
3. Determine if you need to find the external reactions. If you can identify
a solvable joint immediately, then you do not need to find the external
reactions.
A solvable joint includes one or more known forces and no more than two
unknown forces. If there are no joints that satisfy this condition then you
will need to find the external reactions before proceeding, using a free-body
diagram of the entire truss.
4. Identify a solvable joint and solve it using the methods of Chapter 3. When
drawing free-body diagrams of joints you should
Finally, write out and solve the force equilibrium equations for the joint. If
you assumed that all forces were tensile earlier, negative answers indicate
compression.
5. Once the unknown forces acting on a joint are determined, carry these
values to the adjacent joints and repeat step four until all the joints have
been solved. Take care when transferring forces to adjoining joints to
maintain their sense — either tension or compression.
6. If you solved for the reactions in step two, you will have more equations
available than unknown forces when you reach the last joint. The extra
equations can be used to check your work.
Rather than solving the joints sequentially, you could write out the equations
for all the joints first and solve them simultaneously using a matrix solution, but
only if you have a computer available as large matrices are not typically solvable
with a calculator.
The interactive below shows a triangular truss supported by a pin at A and
a roller at B, and loaded at joint C. You can see how the reactions and internal
forces adjust as you vary the load at C. You can solve it by starting at joint C
and solving for BC and CD, then moving to joint B and solving for AB Joint
A can be used to check your work.
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Figure 6.4.1 Internal and external forces of a simple truss.
The method of sections is used to solve for the unknown forces within
specific members of a truss without solving for them all. The method involves
dividing the truss into sections by cutting through the selected members and
analyzing the section as a rigid body. The advantage of the Method of Sections
is that the only internal member forces exposed are those which you have cut
through, the remaining internal forces are not exposed and thus ignored.
6.5.1 Procedure
The procedure to solve for unknown forces using the method of sections is
4. Use your imaginary chain saw to cut the truss into two pieces by cutting
through some or all of the members you are interested in. The cut does
not need to be a straight line.
Every cut member exposes an unknown internal force, so if you cut three
members you’ll expose three unknowns. Exposing more than three mem-
bers is not advised because you create more unknowns than available equi-
librium equations.
5. Select the easier of the two halves of the truss and draw its free-body
diagram.
• Include all applied and reaction forces acting on the section, and show
known forces acting in their known directions.
• Draw unknown forces in assumed directions and label them. A com-
mon practice is to assume that all unknown forces are in tension and
label them based on the endpoints of the member they represent.
6. Write out and solve the equilibrium equations for your chosen section. If
you assumed that unknown forces were tensile, negative answers indicate
compression.
7. If you have not found all the required forces with one section cut, repeat
the process using another imaginary cut or proceed with the method of
joints if it is more convenient.
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 180
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Figure 6.5.1 Method of sections demonstration.
• Why can the method of joints and method of sections not be used for
frames and machines?
Figure 6.6.1 Frames are rigid ob- Figure 6.6.2 Machines contain
jects containing multi-force mem- multi-force members that can move
bers. relative to one another.
Procedure
The process used to analyze frames and machines is outlined below
2. Draw a free-body diagram for each of the members in the structure. You
must represent all forces acting on each member, including:
• Applied forces and couples and the weights of the components if non-
negligible.
• Interaction forces due to two-force members. There will be force of
unknown magnitude but the known direction at points connected to
two-force members. The forces will act along the line between the
two connection points.
• All reaction forces and moments at the connection points between
members. Forces with an unknown magnitude and direction are usu-
ally represented by unknown x and y components, but can also be
represented as a force with unknown magnitude acting in an unknown
direction.
F F
B D
A E
4. Solve the equilibrium equations for the unknowns. You can do this alge-
braically, solving for one variable at a time, or you can use matrix equations
to solve for everything at once. Negative magnitudes indicate that the as-
sumed direction of that term was incorrect, and the actual force/moment
is opposite the assumed direction.
7" 9" Α Α
Α F
24" Β θ
40"
F
Β
θ
24" D C
C
D D
Exclude the floor. To begin, we can remove the floor from the system. Every-
thing except the floor is now included as our body; only the floor is excluded.
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 185
The floor was in contact with the other objects at the ground and also at the
connection between the floor and the wall.
Since we don’t know how the wall and the floor are connected we will assume
they were fixed together. We also have to model how the wall is attached to the
rest of the world. The fixed support from wall-to-world and wall-to-floor can be
combined to be a single set of three loads which we represent as horizontal and
vertical forces Vx and Vy , and a concentrated moment Mv .
7" 9"
Α
24"
40" Included Excluded
Β
F Lever ABC, Floor
Short Link BD,
θ Wooden Block,
24"
C Roller D, Wall,
D Bearing A
Tips.
• Include friction if it’s given or obvious.
• If you need info which you don’t have, select a variable to act as its
name.
Exclude the wall. If you next remove the wall, forces G and F remain from
before, but we now expose four loads from where the wall was connected to what
is now our body; a normal force N at the roller and three loads from the fixed
support between the bearing block and the wall Wx , Wy , and M .
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 186
Included Excluded
F
Β Lever ABC, Short Floor, Wall
Link BD, Wooden
θ Block, Roller D,
C Bearing A
N D
Tips.
• Every force needs a point of application and a clear arrowhead.
• Indicate any distances and angles needed and not available on the
original diagram.
• Define a coordinate system unless you are using the standard x-y
axes.
Exclude the bearing at A. We are not interested in the loads between the
bearing block and the wall Wx , Wy , and M and further, the free-body diagram
still includes too many unknowns to solve.
After removing the bearing we reduce the unknowns at A to two because the
bearing block and the lever are connected with a pin while the bearing block
and wall were connected with a fixed support. The loads Wx , Wy , and M and
Vx , Vy , and Mv are not included on this free-body diagram because they don’t
act on this object.
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 187
F Included Excluded
Β
Lever ABC, Short Floor, Wall, Bearing A
θ Link BD, Wooden
C
Block, Roller D,
N D
Tips.
• Look for free-body diagrams which include only three unknowns in
two dimensions or six unknowns in three.
Tips.
• If the two forces are not the same don’t identify them by the same
name.
1
(less than about 0.1%)
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 188
may be neglected.
Exclude the wooden block. We can further simplify the diagram by remov-
ing the wooden block, leaving only the roller, short link and lever.
Included Excluded
F
Β Lever ABC, Short Floor, Wall, Bearing A, Wooden
Link BD, Roller Block
θ D
C
N D
Examine the short link BD. The short link BD is a two-force body and as
discussed in Subsection 3.3.3 can only be in equilibrium if the forces at B and
D are equal-and-opposite and act along a line passing through these two points.
This means that the 24:7 slope of the link determines the direction of force BD.
Β
When drawing free-body diagrams, forces with known directions
should be drawn pointing in that direction rather than breaking
24 them into components, otherwise you may lose track of the fact
that the x and y components are not independent but are actu-
7
D ally related by the direction of the force.
Tips.
• A short-link is a two-force body.
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 189
• If you don’t know the sense of a force along its line of action, assume
one. If you guess wrong, the analysis will give you a negative value.
Tips.
• Recognize three-force bodies and use their special properties to your
advantage.
• Use the same name for the exposed forces on interacting bodies since
they are equal-and-opposite halves of an action-reaction pair.
Exclude the roller. We can further simplify the free-body diagram by re-
moving the roller. The roller and short link are connected with a pin but, for
equilibrium, the forces acting on a short link (or any two-force body) must share
the same line of action — the line connecting its endpoints; otherwise, compo-
nents perpendicular to this line would produce an unbalanced moment about
the other endpoint.
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 190
F Included Excluded
Β
Lever ABC, Short Floor, Wall, Bearing A, Wooden
7
θ Link BD Block, Roller D
24
C
BD
Exclude the short link. The previous free-body diagram has three unknowns
and can be solved but the free-body diagram of the lever by itself is also correct,
and this is the free-body diagram that most people begin with.
Included Excluded
Β F Lever ABC Floor, Wall, Bearing A, Wooden
Block, Roller D, Short Link BD
7
24 θ
BD C
• the loads between the bearing block and the wall Wx , Wy , and M ,
All of the free-body diagrams we have drawn are correct, though not all
are necessary. Generally we only draw the free-body diagrams needed for the
solution. These diagrams form a chain which connect the known input forces to
the desired output forces. When solving frames and machines, think carefully
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 191
about what you know and what you need to solve for: that determines which free-
body diagrams you will need. Taking a few moments to consider what unknowns
you’d have at each step can help you optimize your problem-solving effort.
You should recognize that it is possible to draw incorrect free-body diagrams
which produce correct results. Consider the diagram below.
F
Β This diagram doesn’t accurately represent what is happen-
ing at pin D.
θ
C
N
D
7" 9"
Α
24"
40"
F
Β
θ
24"
C
D
Answer.
BD = 2.52F
Q = 2.42F
Solution. For this problem, we need two free-body diagrams. The first links
the input force F to the link force BD, and the second links BD to the clamping
force Q.
BD
N
Β F
7
24 θ Q
BD C
FBD I: ΣMA = 0
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 193
The positive sign on the answer reveals that our assumption that member
BD was in compression
P was correct.
Applying Fy = 0 to the free-body diagram of the roller will give Q in
terms of F .
While you could certainly find Ax , Ay and N using other equilibrium equa-
tions they weren’t asked for and we don’t bother to find them. □
Thinking Deeper 6.6.19 Why does the Method of Joints work on
trusses but not on Frames or Machines? We can solve trusses using the
methods of joints and method of sections because all members of a simple truss
are two-force bodies. Cutting a truss member exposes an internal force which
has an unknown scalar magnitude, but a known line of action. The force acts
along the axis of the member, and causes no bending if the member is straight.
Cutting a truss member exposes one unknown.
Frames and machines are made of multi-force members and cutting these, in
general, exposes:
6.7 Summary
The various equilibrium topics we have covered and the associated problem solv-
ing techniques are summarized below.
You should be able to recognize these situations, draw the associated free-
body diagrams and solve for the unknowns of each case.
ΣF = 0,
which produces two scalar equations in two dimensions and three scalar equations
in three dimensions.
Rigid Body Equilibrium. A rigid body can rotate and translate so both
force and moment equilibrium must be considered.
ΣF = 0
ΣM = 0
In two dimensions, these equations produce in two scalar force equations and
one scalar moment equation. Up to three unknowns can be determined.
In three dimension, they produce three scalar force equations and scalar three
moment equations. Up to six unknowns can be determined.
Frames and Machines. Frames and machines are structures which contain
multiple rigid body systems. Frames don’t move and are designed to support
loads. Machines are generally designed to multiply forces, and usually have
moving parts. Both frames and machines can be solved using the same methods.
All interactions between bodies are equal and opposite action-reaction pairs.
When solving frames and machines
• Two-force members provide one useful equilibrium equation, and can de-
termine one unknown.
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 195
• In two dimensions, rigid bodies result in two scalar force equations and
one scalar moment equation. Up to three unknowns can be determined.
• In three dimensions, rigid bodies produce three scalar force equations and
scalar three moment equations. Up to six unknowns can be determined.
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 196
CHAPTER 6. EQUILIBRIUM OF STRUCTURES 197
Standalone
Chapter 7
Keeping your body’s balance: Try standing up with your feet together and
leaning your head and hips in front of your feet. You have just moved your
body’s center of gravity out of line with the support of your feet.
Computing the stability of objects in motion like cars, airplanes, and boats:
By understanding how the center of gravity interacts with the accelera-
tions caused by motion, we can compute safe speeds for sharp curves on a
highway.
Designing the structural support to balance the structure’s own weight and
applied loadings on buildings, bridges, and dams: We design most large
infrastructure not to move. To keep it from moving, we must understand
how the structure’s weight, people, vehicles, wind, earth pressure, and
water pressure balance with the structural supports.
You probably have already developed a good intuition about centroids and
centers of gravity based upon your life experience, and can roughly estimate their
location when you look at an object or diagram. In this chapter you will learn
to locate them precisely using two techniques: integration 7.7 and the method
of composite parts 7.5.
198
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 199
To be equivalent, the total weight must equal the total weight of the parts.
W = W1 + W2 . Common sense also tells us that W will act somewhere between
W1 and W2 .
1 2
Figure 7.2.2 (top) Side view of a pencil representing each half as a particle.
(middle) A force diagram showing the weights of the two particles. (bottom) An
equivalent system consisting of a single weight acting at the pencil’s center of
gravity.
Next, let’s do the mathematical equivalent of sliding your finger back and
forth until a balance point is located. Pick any point O to be the origin, then
calculate the total moment about O due to the two weights.
The sum of moments around point O can be written as:
X
MO = −x1 W1 − x2 W2
Notice that the moment of both forces are clockwise around point O, so the
signs are negative according to the right-hand rule. We want a single equivalent
force acting at the (unknown) center of gravity. Call the distance from the origin
to the center of gravity x̄.
x̄ represents the mean distance of the weight, mass, or area depending on
the context of the problem. We are evaluating weights in this problem, so x̄
represents the distance from O to the center of gravity.
The sum of moments around point O for the equivalent system can be written
as: X
MO = −x̄W
The moment of total weight W is also clockwise around point O, so the sign
of moment will also be negative according to the right-hand rule. Since the two
representation are equivalent we can equate them and solve for x̄.
−x̄W = −x1 W1 − x2 W2
x1 W1 + x2 W2
x̄ =
W1 + W2
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 202
This result is exactly in the form of (7.1.2) where the value being averaged
is distance x and the weighting factor is the weight of part Wi and the result is
the mean distance x̄.
The pencil was made up of two halves, but this equation can easily be ex-
tended n discrete parts. The resulting general definition of the centroidal coor-
dinate x̄ is: P
x̄i Wi
x̄ = P (7.2.1)
Wi
where:
In other words, the distance from the axis of symmetry of the shape to the
centroid is zero. □
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 203
10 lb 10 lb 10 lb
a Find the total weight and the distance from the origin to the center of
gravity of the three boxes.
b How would the center of gravity change if the right-most box weighed 20 lb
instead of 10 lb?
Answer. a) W = 30 lb x̄ = 2.5 ft
b) W = 40 lb x̄ = 3.25 ft
The total weight increases by 10 lb and the center of gravity shifts to the
right by 0.75 ft. Also, if the weights of box three doubles, the first moment of
weight with respect to the origin of the third box would also double.
Standalone
W = mg,
where g is the local strength of the gravitational field. In this course you may
take g = 9.81 m/s2 in the SI system, or g = 32.2 ft/s2 in the US customary
system as reasonable approximations for objects on the surface of the earth.
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 204
7.4 Centroids
Key Questions
• What is the difference between a centroid, center of gravity and a center
of mass?
• When will the centroid, center of gravity and center of mass refer to the
same point?
• Why do the equations for the center of gravity, mass, volume, and area all
have the same structure?
A centroid is a weighted average like the center of gravity, but weighted with
a geometric property like area or volume, and not a physical property like weight
or mass. This means that centroids are properties of pure shapes, not physical
objects. They represent the coordinates of the “middle” of the shape.
The defining equations for centroids are similar to the equations for Cen-
ters of Gravity (7.2.2) but with volume used as the weighting factor for three-
dimensional shapes
P P P
x̄i Vi ȳi Vi z̄i Vi
x̄ = P ȳ = P z̄ = P , (7.4.1)
Vi Vi Vi
and area for two-dimensional shapes
P P
x̄i Ai ȳi Ai
x̄ = P ȳ = P . (7.4.2)
Ai Ai
We will see how to use these equations on complex shapes later in this chapter,
but centroids of some simple shapes can be easily found using symmetry.
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 205
If the shape has an axis of symmetry, every point on one side of the axis
is mirrored by another point equidistant on the other side. One has a positive
distance from the axis, and the other is the same distance away in the negative
direction. These two points will add to zero the numerator, as will every other
point making up the shape, and the first moment will be zero. This means that
the centroid must lie along the line of symmetry if there is one. If a shape has
multiple symmetry lines, then the centroid must exist at their intersection.
y 3 cm 1 cm 3 cm
1 cm
1 cm
x
Answer.
x̄ = ȳ = 3.5 cm
Solution. The cross section is symmetrical about both a vertical and horizontal
centerline. The centroid is at the intersection, in the middle. The coordinates
are measured from the origin, in the bottom left of the diagram.
x̄ = ȳ = 3.5 cm
□
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 206
h x′
C
A = bh b/2 h/2
O x
b
y y′
h
x′
bh
b/3 h/3
C 2
x
O
b
y y′
a
h (a + b)h a2 + ab + b2 h(2a + b)
C x′
2 3(a + b) 3(a + b)
x
O
b
y y′
r
x′
C
πr2 r r
x
O
y y′
r
x′ πr2 4r
C r 1
x 2 3π
O
y y′
r
C x′ πr2 4r 4r
x 4 3π 3π
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 208
Note 7.4.4 In this table, all centroids are measured from the indicated origin.
You must make the appropriate adjustments when the origin of your coordinate
system is located elsewhere.
Wi = ρgtAi
P P P
x̄i Wi ȳi Wi z̄i Wi
x̄ = P ȳ = P z̄ = P
W W W
Pi Pi Pi
ρgt x̄i Ai
ρgt ȳi Ai
ρgt z̄i Ai
x̄ = P ȳ = P z̄ = P .
ρgt Ai
ρgt Ai
ρgt
Ai
The two dimensional centroid equations are sufficient to find the center of
gravity of a three dimensional object.
4r
1
See Example 7.7.14 for proof. ≈ 0.424 r
3π
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 209
• Where do the equations for the shapes in areas and centroids table come
from?
• When finding the centroid, what do you do with a cut-out area of a com-
posite part?
where,
x̄, and ȳ are the coordinates of the centroid of the entire shape.
x̄i , and ȳi are the coordinates of the centroid of composite part i.
The steps to finding a centroid using the composite parts method are:
For more complex shapes, the usual practice is to set up a table to organize
the information needed to calculate the centroid, as we will now show. The
process can be broken into three steps.
1.5 cm
2 cm
3 cm 2 cm 6 cm
There are often several ways to divide a shape, but it’s best to use as
few parts as possible to minimize your computations and opportunities for
error. For example, you could choose to break this shape into either a
5 cm × 4 cm rectangle, a 6 cm × 4 cm right triangle, and an r = 1.5 cm
circular hole,
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 211
1.5 cm
2 cm
2 cm
5 cm 6 cm
2 cm
2 cm 1.5 cm
11 cm 6 cm
Both options will give the same results, and in this case there is no par-
ticular advantage to one choice over the other. However, it would be silly
and unnecessary to break this into more than three parts, and it would
not be a good idea to divide this into a trapezoid minus a hole, unless you
know geometric properties of a trapezoid, which are not available in Sub-
section 7.4.1. Be sure your sub-shapes don’t overlap and don’t get counted
more than once.
The last two columns of the table contain the first moments of area Qx =
Ai ȳi and Qy = Ai x̄i , and are easily filled in by multiplying the values in
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 212
columns two to four. Be sure to attend to positive and negative signs when
multiplying. Note that the moment of area with respect to the x axis uses
the distance from the x axis, which is ȳi , and vice-versa.
The final row of the table are total values, calculated by summing the
entries for Ai , Qx and Qy , so for example the total area of the shape is
X
A= Ai = A1 + A2 + A3 . . .
P P
Don’t sum columns three or four, since x̄i and ȳi are meaningless.
Qy 112.8
x̄ = = = 4.52 cm
A 24.93
Qx 41.86
ȳ = = = 1.692 cm
A 24.93
Finally, plot the centroid (x̄, ȳ) on the diagram. If you have made a calcu-
lation error it will usually be obvious, because the centroid location won’t
“feel right.”
Standalone
Embed
Standalone
Embed
z
block of lightweight concrete and a triangu-
lar wedge of steel with dimensions as shown.
The rectangular block has a 2 ft radius circu- ft
solid. 2f
t
y
Answer.
x̄ = −3.22 ft
ȳ = 2.59 ft
z̄ = 3.37 ft
Solution.
Table 7.5.4
Vi γ Wi x̄i ȳi ȳi Wi x̄i Wi ȳi Wi z̄i
Part
[ft ] [lb/ft3 ]
3
[lb] [ft] [ft] [ft] [ ft·lb] [ ft·lb] [ ft·lb]
block 216 125 27000 -3 2 4.5 -81000 54000 121500
hole -50.27 125 -6283 -3 2 6 18850 -12566 -37699
wedge 12 493 5916 -4 4.67 1 -23664 27608 5916
26633 -85814 69042 89717
P
Wi x̄i −85814 ft·lb
x̄ = P = = −3.22 ft
Wi 26633 lb
P
Wi ȳi 69042 ft·lb
ȳ = P = = 2.59 ft
Wi 26633 lb
P
Wi z̄i 89717 ft·lb
z̄ = P = = 3.37 ft
Wi 26633 lb
We have actually found the coordinates of the center of gravity, but since g
is constant they are also coordinates of the center of mass. □
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 215
The blue hatched rectangle has the same area as the gray shaded region, and
because the areas are the same, the height of the rectangle ȳ, is the average value
of f (x).
Standalone
Embed
3. Rename the value being averaged to eliminate the index i. We often use
el as a subscript when referring to a differential element.
The two-dimensional centroid equations (7.5.1) become,
P R P R
x̄i Ai x̄el dA ȳi Ai ȳel dA
x̄ = P ⇒ R ȳ = P ⇒ R ,
Ai dA Ai dA
and in the same way the center of gravity equations become
R R R
x̄el dW ȳel dW z̄el dW
x̄ = R ȳ = R z̄ = R .
dW dW dW
Question 7.6.2 How far is it from the earth to the sun?
Answer. 92,958,412 miles
Solution. Siri says that “The average distance from the earth to the sun is
92,958,412 miles.”
That’s a pretty exact answer. What does it mean, exactly? From what point
on the earth to what point on the sun?
If the earth and sun were perfect spheres, we could use the distance between
their centroids. With more information about shape and density, we could find
their centers of mass and measure between those points.
The bigger problem is that this distance changes continuously as the earth
revolves around the sun. How can we find an average value for something which
is continuously changing?
We need to use the methods described here, integrating the distance as a
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 217
• Why are double integrals required for square dA elements and single inte-
grals required for rectangular dA elements?
In this section we will use the integral form of (7.4.2) to find the centroids of
non-homogenous objects or shapes with curved boundaries.
R R R
x̄el dA ȳel dA z̄el dA
x̄ = R ȳ = R z̄ = R (7.7.1)
dA dA dA
where
• A is the total area enclosed by the shape, and is found by evaluating the
first integral.
• x̄el and ȳel are the coordinates of the centroid of the element. These are
frequently functions of x or y, not constant values.
• Qx and Qy are the First moments of Area with respect to the x and y
axis.
The procedure for finding centroids with integration can be broken into three
steps:
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 218
dy dy
dx
x dx x x
You must find expressions for the area dA and centroid of the element
(x̄el , ȳel ) in terms of the bounding functions. This is how we turn an integral
over an area into a definite integral which can be integrated.
When you have established all these items, you can substitute them into
(7.7.2) and proceed to the integration step.
Finally, plot the centroid at (x̄, ȳ) on your sketch and decide if your answer
makes sense for area.
Thinking Deeper 7.7.2 What is dA? dA is just an area, but an extremely
tiny one!
It’s an example of an differential quantity — also called an infinitesimal.
A differential quantity is a value which is as close to zero as it can possibly be
1
without actually being zero. You can think of its value as ∞ . Integration is the
process of adding up an infinite number of infinitesimal quantities.
Some other differential quantities we will see in statics are dx, dy and dz,
which are infinitesimal increments of distance; dV , which is a differential volume;
dW , a differential weight; dm, a differential mass, and so on.
Any product involving a differential quantity is itself a differential quantity,
so if the area of a vertical strip is given by dA = y dx then, even though height
y is a real number, the area is a differential because dx is differential.
If you like, you can pronounce the d as “the little bit of” so dA = Ry dx reads
“The little bit of area is the height y times a little bit x.” and A = dA reads
“The total area is the sum of the little bits of area.”
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 220
Standalone
Embed
y = kxn
b = kan
b
k= n
a
Next, choose a differential area. For this problem a vertical strip works well.
A vertical strip has a width dx, and extends from the bottom boundary to the
top boundary. Any point on the curve is (x, y) and a point directly below it on
the x axis is (x, 0). This means that the height of the strip is (y − 0) = y and
the area of the strip is (base × height), so
dA = y dx.
The limits on the integral are from x = 0 on the left to x = a on the right
since we are integrating with respect to x.
With theseR detailsR aestablished, the next step is to set up and evaluate the
integral A = dA = 0 y dx. This is the familiar formula from calculus for the
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 221
= kxn dx (integrate)
0
a
xn+1
=k (evaluate limits)
n+1 0
an+1 b
=k k= n
n+1 a
b an+1
= n (simplify)
a n+1
ab
A= (result)
n+1
This result is not a number, but a general formula for the area under a curve
in terms of a, b, and n. Explore with the interactive, and notice for instance
that when n = 0, the shape is a rectangle and A = ab; when n = 1 the shape is
a triangle and the A = ab/2; when n = 2 the shape is a parabola and A = ab/3
etc. This single formula gives the equation for the area under a whole family of
curves.
Thinking Deeper 7.7.4 Which is better, horizontal R or vertical ele-
ments? Recall that the first moment of area Qx = x̄el dA is the distance
weighted area as measured from a desired axis. The distance term x̄el is the
distance from the desired axis to the centroid of each differential element of area,
dA.
If you’re using a single integral with a vertical element y
dA
dA = f (x) (dx) = y dx
|{z} |{z}
height base
Additionally, the distance to the centroid of each element, x̄el , must measure
to the middle of the horizontal element. For this triangle,
x
x̄el = .
2
We find a similar contrast to finding the vertical centroidal distance ȳ where
it is easier to use a dy element to find ȳ than it is to use a dx element.
y y
dy
dx x x
The interactive below compares horizontal and vertical strips for a shape
bounded by the parabola y 2 = x and the diagonal line y = x − 2. Horizontal
strips are a better choice in this case, because the left and right boundaries are
easy to express as functions of y. If vertical strips are chosen, the parabola must
be expressed as two different functions of x, and two integrals are needed to cover
the area, the first from x = 0 to x = 1, and the second from x = 1 to x = 4.
Figure 7.7.5 Function demonstrating good and bad choices of differential ele-
ments.
7.7.3 Examples
This section contains several examples of finding centroids by integration, start-
ing with very simple shapes and getting progressively more difficult. All the ex-
amples include interactive diagrams to help you visualize the integration process,
and to see how dA is related to x or y.
The first two examples are a rectangle and a triangle evaluated three different
ways: with vertical strips, horizontal strips, and using double integration. The
different approaches produce identical results, as you would expect. You should
try to decide which method is easiest for a particular situation.
Example 7.7.6 Centroid of a rectangle. Use integration to show that the
centroid of a rectangle with a base b and a height of h is at its center.
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 223
Standalone
Embed
Figure 7.7.7
Answer.
x̄ = b/2 ȳ = h/2 (7.7.3)
Solution 1. This solution demonstrates solving integrals using vertical rec-
tangular strips. Set the slider on the diagram to h dx to see a representative
element.
dA = h dx.
x̄el = x
ȳel = h/2
With vertical strips the variable of integration is x, and the limits on x run
from x = 0 at the left to x = b on the right. For a rectangle, both 0 and h
are constants, but in other situations, ȳel and the left or right limits may
be functions of x.
dA = dx dy = dy dx.
x̄el = x
ȳel = y
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 226
We will integrate twice, first with respect to y and then with respect to x.
The limits on the first integral are y = 0 to h and x = 0 to b on the second.
For a rectangle, both b and h are constants. In other situations, the upper
or lower limits may be functions of x or y.
2. Solve the integrals.
Substitute dA, x̄el , and ȳel
into (7.7.2) and integrate the ‘inside’ integral,
then the ‘outside’ integral. The results are the same as before.
Z Z Z
A = dA Qx = ȳel dA Qy = x̄el dA
Z bZ h Z bZ h Z bZ h
= dy dx = y dy dx = x dy dx
Z b Z h Z b Z h Z b Z h
0 0 0 0 0 0
= dy dx = y dy dx = x dy dx
0 0 0 0 0 0
Z b h ih Z b h 2 ih Z b h ih
y
= y dx = dx = x y dx
0 0 0 2 0 0 0
Z b Z b Z b
h2
=h dx = dx =h x dx
0 2 0 0
h ib h 2 h ib h x 2 ib
=h x = x =h
0 2 0 2 0
h2 b b2 h
A = hb Qx = Qy =
2 2
3. Find the centroid.
Substituting the results into the definitions gives
Qy Qx
x̄ = ȳ =
A A
b2 h h2 b
= bh = bh
2 2
b h
= = .
2 2
Solution 4.
Standalone
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 227
□
Example 7.7.8 Centroid of a triangle. Use integration to locate the centroid
of a triangle with base b and height of h oriented as shown in the interactive.
Standalone
Embed
Figure 7.7.9
Answer.
2 1
x̄ = b ȳ = h (7.7.4)
3 3
Solution 1. This solution demonstrates finding the centroid of the triangle
using vertical strips dA = y dx. Set the slider on the diagram to y dx to see a
representative element.
dA = ydx.
x̄el = x
ȳel = y/2
With vertical strips the variable of integration is x, and the limits are x = 0
to x = b.
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 228
We learn that the area of a triangle is one half base times height. Since
the area formula is well known, it would have been more efficient to skip
the first integral. Note that A has units of [length]2 , and Qx and Qy have
units of [length]3 .
dA = dy dx.
x̄el = x
ȳel = y
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 231
= y dy dx = x dy dx
0 0 0 0
Z b
2 f (x) Z b f (x)
y
= dx = x y dx
0 2 0 0
Z Z b
0
1 b h2 2 h
= x dx = x x dx
2 0 b2 0 b
Z Z b
h2 b 2 h
= x dx = x2 dx
2b2 0 b 0
h 2 h x 3 ib h h x 3 ib
= =
2b2 3 0 b 3 0
h2 b b2 h
Qx = Qy =
6 3
3. Find the centroid.
Substituting Q_x and Qy along with A = bh/2 into the centroid definitions
gives
Qy Qx
x̄ = ȳ =
A A
b2 h bh h2 b bh
= =
3 2 6 2
2 1
= b = h.
3 3
Solution 4.
Standalone
□
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 232
The next two examples involve areas with functions for both boundaries,
Example 7.7.10 Centroid of a semi-parabola. Find the coordinates of the
centroid of a parabolic spandrel bounded by the y axis, a horizontal line passing
through the point (a, b), and a parabola with a vertex at the origin and passing
through the same point. a and b are positive integers.
Standalone
Embed
Figure 7.7.11
Answer.
3 2
x̄ = a ȳ b
8 5
Solution. We will use (7.7.2) with vertical strips to find the centroid of a
spandrel.
(a) Place a point in the first quadrant and label it P = (a, b). This point
is in the first quadrant and fixed since we are told that a and b are
positive integers
(b) Place a horizontal line through P to make the upper bound.
(c) Sketch in a parabola with a vertex at the origin and passing through
P and shade in the enclosed area.
(d) Decide which differential element you intend to use. For this example
we choose to use vertical strips, which you can see if you tick show
strips in the interactive above. Horizontal strips dA = x dy would
give the same result, but you would need to define the equation for
the parabola in terms of y.
algebra that the general equation of parabola with a vertex at the origin is
y = kx2 , where k is a constant which determines the shape of the parabola.
If k > 0, the parabola opens upward and if k < 0, the parabola opens
downward.
To find the value of k, substitute the coordinates of P into the general
equation, then solve for k.
y = kx2 , so at P
(b) = k(a)2
b
k= 2
a
dA = (b − y) dx.
If you incorrectly used dA = y dx, you would find the centroid of the
spandrel below the curve.
For vertical strips, the bottom is at (x, y) on the parabola, and the top
is directly above at (x, b). The strip has a differential width dx. The
centroid of the strip is located at its midpoint and the coordinates are
found by averaging the x and y coordinates of the points at the top and
bottom.
x̄el = (x + x)/2 = x
ȳel = (y + b)/2
For vertical strips, the integrations are with respect to x, and the limits
on the integrals are x = 0 on the left to x = a on the right.
Z Z Z
A= dA Qx = ȳel dA Qy = x̄el dA
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 234
Z a Z a Z a
(b + y)
= (b − y) dx = (b − y)dx = x(b − y) dx
2
Z 0
a Z 0
Z 0
1 a 2 a
= (b − kx ) dx
2
= (b − y 2 ) dx = x(b − y) dx
2 0
0
a Z Z o
x3 1 a 2 a
= bx − k = (b − (kx2 )2 ) dx = x(b − kx2 ) dx
3 0 2 0 o
Z Z
a3 1 a 2 a
= ba − k = (b − k 2 x4 ) dx = (bx − kx3 ) dx
3 2 0
3
5 a
o 2 a
b a 1 2 2x bx x4
= ba − = b x−k = −k
a2 3 2 5 0 2 4 0
" 2 5 # 2 4
3ba ba 1 2 b a ba b 4
= − = b a− 2
= −
3 3 2 a 5 2 a2 4
2 1 2 1 2 1 1
= ba = b a 1− = ba −
3 2 5 2 4
2 2 2 1
A = ba Qx = ba Qy = ba2
3 5 4
The area of the spandrel is 2/3 of the area of the enclosing rectangle and
the moments of area have units of [length]3 .
x̄ is 3/8 of the width and ȳ is 2/5 of the height of the enclosing rectangle.
□
Example 7.7.12 Centroid of an area between two curves. Use integration
to locate the centroid of the area bounded by
x x2
y1 = and y2 = .
4 2
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 235
Standalone
Embed
Figure 7.7.13
Find the centroid location (x̄, ȳ) of the shaded area between the two curves
below.
Answer.
1 1
x̄ = ȳ = (7.7.5)
4 20
Solution 1. This solution demonstrates finding the centroid of the area be-
tween two functions using vertical strips dA = y dx. Set the slider on the
diagram to h dx to see a representative element.
dA = ydx.
x̄el = x
ȳel = y/2
With vertical strips the variable of integration is x, and the limits are x = 0
to x = b.
Substitute dA, x̄el , and ȳel into (7.7.2) and integrate. In contrast to the
rectangle example both dA and ȳel are functions of x, and will have to be
integrated accordingly.
Z
A = dA
Z 1/2
= (y1 − y2 ) dx
0
Z 1/2
x x2
= − dx
0 4 2
h x2 x3 i1/2
= −
8 6 0
h1 1i
= −
32 48
1
A=
96
Z Z
Qx = ȳel dA Qy = x̄el dA
Z 1/2 Z 1/2
y1 + y2
= (y1 − y2 ) dx = x(y1 − y2 ) dx
0 2 0
Z Z 1/2
1 1/2 2 x x2
= y1 − y2 dx
2
= x − dx
2 0 0 4 2
Z Z 1/2 2
1 1/2 x2 x4 x x3
= − dx = − dx
2 0 16 4 0 4 2
3 1/2
1 h x3 x5 i1/2 x x4
= − = −
2 48 20 0 12 8 0
1h 1 1 i h1 1 i
= − = −
2 384 640 96 128
1 1
Qx = Qy =
1920 384
3. Find the Centroid.
Substituting the results into the definitions gives
Qy Qx
x̄ = ȳ =
A A
1 1 1 1
= =
384 96 1920 96
1 1
x̄ = ȳ = .
4 20
Solution 2. This solution demonstrates finding the centroid of the area be-
tween two functions using vertical strips dA = y dx. Set the slider on the
diagram to h dx to see a representative element.
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 237
dA = ydx.
x̄el = x
ȳel = y/2
With vertical strips the variable of integration is x, and the limits are x = 0
to x = b.
Z Z
Qx = ȳel dA Qy = x̄el dA
Z 1/8 Z 1/8
x2 + x1
= y(x2 − x1 ) dy = (x2 − x1 ) dy
0 0 2
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 238
Z p Z
1/8
1 1/8 2
= y 2y − 4y dy = x2 − x21 dy
0 2 0
Z √ Z
1/8
1 1/8
= 2y 3/2 − 4y 2 dy = 2y − 16y 2 dy
0 2 0
h 2 √2 4 3 i1/8
1 2 16 3
1/8
= y − y 5/2
= y − y
5 3 0 2 3 0
h 1 1 i h
1 1 1i
= − = −
320 384 2 64 96
1 1
Qx = Qy =
1920 384
□
The last example demonstrates using double integration with polar coordi-
nates.
Example 7.7.14 Centroid of a semi-circle. Find the coordinates of the top
half of a circle with radius r, centered at the origin.
Standalone
Embed
Figure 7.7.15
Answer. The centroid of a semicircle with radius r, centered at the origin is
4r
x̄ = 0 ȳ = (7.7.6)
3π
Solution. We will use (7.7.2) with polar coordinates (ρ, θ) to solve this problem
because they are a natural fit for the geometry. In polar coordinates, the equation
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 239
This is because each element of area to the right of the y axis is balanced
by a corresponding element the same distance the left which cancel each
other out in the sum.
All that remains is to evaluate the integral Qx in the numerator of
Qx ȳel dA
ȳ = =
A A
The differential area dA is the product of two differential quantities, we
will need to perform a double integration.
Z
Qx = ȳel dA
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 240
Z π Z r
= (ρ sin θ)ρ dρ dθ
Z π 0
Z r 0
2
= sin θ ρ dρ dθ
0
Z π 3 r
0
ρ
= sin θ dθ
0 3 0
Z π
r3
= sin θ dθ
3 0
r3
= [− cos θ]π0
3
r3
= − [cos π − cos 0]
3
r3
= − [(−1) − (1)]
3
2 3
Qx = r
3
4r
So x̄ = 0 and lies on the axis of symmetry, and ȳ = above the diameter.
3π
This result can be extended by noting that a semi-circle is mirrored quarter-
circles on either side of the y axis. These must have the same ȳ value as
the semi-circle. Further, quarter-circles are symmetric about a 45◦ line, so
for the quarter-circle in the first quadrant,
4r
x̄ = ȳ = .
3π
□
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 241
W = w(x)ℓ
weight
total weight = × length of shelf
length
This total load is simply the area under the curve w(x), and has units of
force. If the loading function is not uniform, integration may be necessary to
find the area.
Example 7.8.2 Bookshelf. A common paperback is about 3 cm thick and
weighs approximately 3 N.
What is the loading function w(x) for a shelf full of paperbacks and what is
the total weight of paperback books on a 6 m shelf?
Answer.
Solution. The weight of one paperback over its thickness is the load intensity
w(x), so
3N
w(x) = = 100 N/m.
3 cm
The total weight is the area under the load intensity diagram, which in this
case is a rectangle. So, a 6 m bookshelf covered with paperbacks would have to
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 243
support
W = w(x)ℓ = (100 N/m)(6 m) = 600 N.
The line of action of this equivalent load passes through the centroid of the
rectangular loading, so it acts at x = 3 m.
100 N/m
6m 3m 3m
600 N
Answer. The equivalent load is 30 lb downward force acting 4 ft from the left
end.
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 244
10 lb/ft
6 ft 4 ft 2 ft
30 lb
Solution 1. The equivalent load is the ‘area’ under the triangular load intensity
curve and it acts straight down at the centroid of the triangle. This triangular
loading has a 6 ft base and a10 lb/ft height so
1 1
W = bh = (6 ft)(10 lb/ft) = 30 lb.
2 2
and the centroid is located 2/3 of the way from the left end so,
x̄ = 4 ft.
Solution 2.
Standalone
□
Distributed loads may be any geometric shape or defined by a mathematical
function. If the load is a combination of common shapes, use the properties of
the shapes to find the magnitude and location of the equivalent point force using
the methods of Section 7.5. If the distributed load is defined by a mathematical
function, integrate to find their area using the methods of Section 7.7.
A few things to note:
• You can include the distributed load or the equivalent point force on your
free-body diagram, but not both!
• Since you’re calculating an area, you can divide the area up into any shapes
you find convenient. So, if you don’t recall the area of a trapezoid off the
top of your head, break it up into a rectangle and a triangle.
of this book. Note that while the resultant forces are externally equivalent to the
distributed loads, they are not internally equivalent, as will be shown Chapter 8.
Example 7.8.4 Cantilever Beam.
4 N/m
Answer.
Ax = 0
Ay = 16 N
M = 64 N·m
Solution. Draw a free-body diagram with the distributed load replaced with
an equivalent concentrated load, then apply the equations of equilibrium.
ΣFx = 0 → Ax = 0
x ΣFy = 0 → Ay = 16 N
4m 2m
ΣMA = 0 → MA = (16 N)(4 m)
16 N
= 64 N·m
□
Example 7.8.5 Beam Reactions.
12 lb/in 100 lb 150 lb 100 lb 12 lb/in
Answer.
Ay = 196.7 lb, Ax = 0 lb, By = 393.3 lb
Solution. Start by drawing a free-body diagram of the beam with the two dis-
tributed loads replaced with equivalent concentrated loads. The two distributed
loads are (10 in)(12 lb/in) = 120 lb each.
120 lb 100 lb 150 lb 100 lb 120 lb
X
Fy = 0
−(12 lb/in)(10 in) + By − 100 lb − 150 lb
−100 lb + By − (12 lb/in)(10 in) = 0 → By = 196.7 lb
X
Fx = 0 → Ax = 0
• How can use our knowledge of centroids to compute the equivalent point
forces of fluids?
Pressure is the term used for a force distributed over an area
F
P = . (7.9.1)
A
We will consider the effect of fluid pressure on underwater surfaces, including
slanted or curved objects. In all cases we will simply ask the question: what is
the pressure at each point and how does it change along the surface?
Pressure can be measured in two different ways
y y
1. The pressure due to the fluid always acts perpendicular the surface.
2. A particle underwater will feel the same pressure from all directions.
4. P = ρgh assumes a constant density and thus is valid only for incompress-
ible fluids like water or oil, but not for compressible fluids like air.
P = ρgh.
Assuming that the density of seawater and g are the same everywhere under the
ocean, the gage pressure depends on depth only. □
Question 7.9.3 Compare the pressure at three feet and thirty feet below the
surface of freshwater to the atmospheric pressure.
Answer. The gage pressure at 3 ft is
This is
14.7 lb/in2 + 1.3 lb/in2
= 1.088,
14.7 lb/in2
approximately 9% greater than atmospheric pressure.
At 30 ft below the surface, the pressure is 10 times higher, 13.0 lb/in2 which
is nearly twice atmospheric pressure. □
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 249
Find the force of the water on the window, and the loca-
3m
tion of the equivalent point load.
B
Answer. F = 155 kN acting 1.29 m above point B or 3.71 m below the surface
of the water.
Solution 1. Begin by drawing a diagram of the window showing the load
intensity and the equivalent concentrated force.
a=2m
b=3m
F
The pressure at the top and the bottom of the window are
PA = ρ g(2 m) = 19620 N/m2
PB = ρ g(5 m) = 49050 N/m2
Since the loading is linear, the average pressure acting on the window is
Pave = (PA + PB )/2
= 34300 N/m2
The total force acting on the window is the average pressure times the area
of the window
F = (Pave )(3 m × 1.5 m)
= 155 kN
This force may also be visualized as the volume of a trapezoidal prism with
a 1.5 m depth into the page.
The line of action of the equivalent force passes through the centroid of the
trapezoid, which may be calculated using composite areas, see Section 7.5.
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 250
Dividing the trapezoid into a triangle and a rectangle and measuring down
from the surface of the tank, the distance to the equivalent force is
P
Ai ȳi
d= P
Ai
1
PA (3 m) (3.5 m) + (PB − PA )(3 m) (4 m)
2
d=
1
PA (3 m) + (PB − PA )(3 m)
2
d = 3.71 m
If you prefer, you may use the formula from the Centroid table to locate the
centroid of the trapezoid instead.
Solution 2.
Standalone
□
Example 7.9.5 Mud on Concrete Wall.
0.8 m
Answer.
h = 1.99 m
Solution.
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 251
Standalone
□
Example 7.9.6 Sea Gate.
Answer.
d ≥ 1.50 m
Solution 1. For the gate to tip, the force of the water must act at or above A.
That happens when the centroid of the load intensity diagram from the water
has its equivalent point force at or above A, so
d
≥ 500 mm
3
d ≥ 1500 mm.
Solution 2.
Standalone
□
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 252
Dx = 124 N right
Ax = 2636 N left
Ay = 2795 N up
Solution.
Fx = Pave A
1
= ρ g 0.75 m (0.75 m × 1 m)
2
1
= (1000 kg/m )(9.81 m/s ) 0.75 m (0.75 m × 1 m)
3 2
2
= 2760 N
Fy = Pave A
= [ρ g (0.15 m)](0.6 m × 1 m)
= [(1000 kg/m3 )(9.81 m/s2 ) (0.15 m)](0.6 m × 1 m)
= 882.9 N
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 253
W = mg
= (125 kg)(9.81 m/s2 )
= 1226 N.
From here solve the equilibrium equations to find the reactions. You should
complete this for practice.
□
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 254
CHAPTER 7. CENTROIDS AND CENTERS OF GRAVITY 255
Standalone
Chapter 8
Internal Forces
One of the fundamental assumptions we make in statics is that bodies are rigid,
that is, they do not deform, bend, or change shape. While we know that this
assumption is not true for real materials, we are building the analytical tools
necessary to analyze deformation. In this chapter you will learn to compute the
forces and moments inside a object which hold it together as it supports its own
weight and any applied loads.
The chapter begins with a discussion of internal forces and moments and
defines a new sign conventions especially for them. Next we will determine
internal forces at a specific point within a rigid body. Finally, we develop three
techniques to find internal forces at every point throughout a beam. Note that
we use the words internal forces when we are referring to both “internal forces
and internal bending moments.”
Determination of the internal forces is the first step in the engineering design
of a structure. A properly designed structure must safely support all expected
external loads, including live loads, dead loads, wind and earthquake loads. Ex-
ternal loads produce internal forces, which in turn creates stresses, strains, and
deformations in the structure. In a successful design, the shape, size, and mate-
rial must all be carefully chosen to limit them to safe values. You are advised
to pay attention, and master this topic.
256
CHAPTER 8. INTERNAL FORCES 257
You are familiar with straight, two-force members which only exist in equi-
librium if equal and opposite forces act on either end. Now imagine that we
cut the member at some point along its length. To maintain equilibrium, forces
must exist at the cut, equal and opposite to the external forces. These forces
are internal forces.
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Figure 8.1.1 Internal forces in a straight two-force member.
Now let’s examine the two-force member shown in Figure 8.1.2. This time,
the member is L shaped, not straight, but the external forces must still share the
same line of action to maintain equilibrium. If you cut across the object, you will
obtain two rigid bodies which must also be in equilibrium. However, adding an
equal and opposite horizontal force at the cut won’t produce static equilibrium
because the two forces form a couple which causes the piece to rotate. This
means that something is missing!
F F
F F
F F
M M
F F
F F
Figure 8.1.3 The internal forces are represented as an equal and opposite force
F and a bending moment M
The horizontal force can also be resolved into orthogonal components parallel
and perpendicular to the cut. These components have special names in the
context of internal forces.
N V
M M
F F
V N
F F
Figure 8.1.4 The internal forces are represented as a normal force N, a shear
force V, and bending moment M
The internal force component perpendicular to the cut is called the normal
force. This is the same internal tension or compression force that we assumed
to be the only significant internal load for trusses. If the object has an axis, and
the cut is perpendicular to it, the normal force may also be properly called an
axial force.
The internal force component parallel to the cut is called the shear force.
The word shear refers to the shearing that occurs between adjacent planes due
to this force. You can get a feel for shearing adjacent planes by sliding two pieces
of paper together.
The internal couple-moment is called the bending moment because it tends
to bend the material by rotating the cut surface.
The shear force is often simply referred to as shear, and the bending moment
as moment; together with the normal or axial force the three together are
referred to as the “internal forces”. The symbol V is commonly chosen for the
shear force, and A, P or N for the normal force and M for the bending moment.
Standalone
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Figure 8.1.5 Internal Loading in a L shaped member.
CHAPTER 8. INTERNAL FORCES 259
• Positive Shear.
Positive shear forces tend to skew an object as shown,
i.e. positive shear forces push down when looking
from the right, and up when looking from the left.
• Positive Normal Force.
CHAPTER 8. INTERNAL FORCES 260
Question 8.2.1 We have defined positive internal forces by looking at the “front”
side of the object. Would the results change if you walked around the object and
analyzed it from the other side? □
A=F
V =0
M = wL2 /8
Solution.
Then apply and simplify the equations of equilibrium to find the external
reactions at A and B.
ΣMA = 0
−(wL)(L =0
/2) + (B)L
B = wL/2
ΣFx = 0
−Ax + F = 0
Ax = F
ΣFy = 0
Ay − wL + By = 0
Ay = wL − wL/2
= wL/2
Cut the beam at the point of interest and separate the beam into two
sections. Notice that as the beam is cut in two, the distributed load w is
cut as well. Each of these distributed load halves will support equivalent
point loads of wL/2 acting through the centroid of each cut half.
F
B
w
F
L/2 L/2
B
F
B
CHAPTER 8. INTERNAL FORCES 264
ΣFy =0
Ay − wL/2 − V =0
V = wL/2 − wL/2
V =0
ΣMcut =0
(wL/2)(L/4) − (Ay )(L/2) + M =0
M = −wL2 /8 + wL2 /4
M = wL2 /8
ΣFy =0
V − wL/2 + By =0
V = wL/2 − By
V = wL/2 − wL/2
V =0
ΣMcut = 0
−M − (L/4)(wL/2) + (L/2)(By ) = 0
M = −wL2 /8 + wL2 /4
M = wL2 /8
CHAPTER 8. INTERNAL FORCES 265
□
Regardless of which side is chosen, we get the same results for the internal
forces at the chosen point.
When you solve for the internal forces, the results can be either positive,
negative, or sometimes zero. Negative values indicate that the actual direction of
the load is opposite to the assumed direction. Since we assumed all three internal
forces were positive as defined by the standard sign convention, a negative answer
means that the load actually acts in the opposite direction to the vector shown
on the free-body diagram.
Example 8.3.3 Internal forces in a cantilever beam.
Consider a cantilever beam which is sup-
P
ported by a fixed connection at A, and
loaded by a vertical force P and horizon- A B
tal force F at the free end B. Determine F
the internal forces at a point a distance L
a from the left end.
Hint. If you think ahead, you may not need to find the reactions at A.
Answer.
N =F
V =p
M = −P l + P a = −P (L − a) = −P b
Solution.
1. Determine the reactions.
P
Draw an fbd of the entire, uncut
beam and determine the reactions. F
L
Notice that only the applied loads and support reactions are included on
this uncut beam fbd. The internal forces are only exposed and shown on
a fbd after the beam is cut.
Use this free-body diagram and the equations of equilibrium to determine
the external reaction forces.
ΣFx = 0 =⇒ Ax = F
ΣFy = 0 =⇒ Ay = P
ΣMA = 0 =⇒ MA = P L
a b P
The free-body diagrams of both portions have been drawn with the internal
forces and moments drawn in the positive direction defined by the standard
sign convention.
The axial force is shown in tension on both parts. This force has been
named N so its name doesn’t conflict with the forces at point A.
The shear force V is positive when the shear is down on the right face of
the cut and up on the left face.
The bending moment M is positive if the bending direction would tend to
bend the beam into a concave upward curve.
Always assume that the unknown internal forces act in the positive direc-
tion as defined by the standard sign convention.
Solving the other free-body diagram would produce the same results
Once you have found the reactions and drawn a free-body diagram of the
simpler portion with the normal force, shear force, and bending moment
assumed positive, you then solve for the unknown values and signs just like
any other equilibrium problem.
□
This workflow typically includes:
• Establishing a horizontal x and vertical y coordinate system.
• Assuming that the internal forces act in the positive direction and drawing
a free-body diagram accordingly
• Using ΣFx = 0, ΣFy = 0, and ΣMz = 0 to solve for the three unknown
internal forces.
The shear force V , normal force N , and bending moment M are scalar com-
ponents and they may be positive, zero, or negative depending on the applied
CHAPTER 8. INTERNAL FORCES 267
loads. The signs of the scalar components together with the sign convention for
internal forces establish the actual directions of the shear force, normal force
and bending moment vectors.
Standalone
Embed
the maximum loads occur so that we can optimize the design to prevent failures
and reduce the overall weight and cost of the structure.
Since beams primarily support vertical loads the axial forces are usually small,
so they will not be considered in this section.
Beams can be supported in a variety of ways as shown in Figure 8.4.1. The
common support methods are
P P
x x
The plots of the equations for V (x) and M (x) are shown below in Figure 8.5.2.
These equations indicate that the shear force V (x) is constant P over the length
of the beam and the moment M (x) is a linear function of the position of the cut,
x starting at −P L at x = 0 and linearly increasing to zero at x = L. Note that
the graphs are only valid from 0 ≤ x ≤ L, so the curves outside this range is
show as dotted lines. These two graphs are usually drawn stacked beneath the
diagram of the beam and loading.
x
P
x
the left (or right) of the cut. Always assume that the exposed internal shear
force and internal bending moment act in the positive direction according to the
sign convention.
w w B w B C
A x A x A x
A x B
Figure 8.6.1 A simply supported beam with a distributed load that is a function
of beam position w(x).
If we select a small section of this beam from x to x + ∆x to look at closely,
we have the free-body diagram shown in Figure 8.6.2.
Figure 8.6.2 A free-body diagram of a small section of the beam with a width
of ∆x
Since ∆x is infinitely narrow, we can assume that the distributed load over
this small distance is constant and equal to the value at x, and call it w.
Applying the force equilibrium in the vertical direction gives the following
CHAPTER 8. INTERNAL FORCES 271
result:
X
Fy = 0
V + w(∆x) − (V + ∆V ) = 0
∆V
=w
∆x
Taking the limit of both sides as ∆x approaches 0, we get this important
result
∆V
lim = lim (w)
∆x→ 0 ∆x ∆x→ 0
dV
=w
dx
This equation tells us that, at a given location x, the slope of the shear
function V (x) there is the value of the loading directly above, w(x). Furthermore,
if we multiply both sides by dx, we can integrate to find that
Z
∆V = w(x) dx
In words, this equation says that over a given distance, the change in the
shear V between two points is the area under the loading curve between them.
Now looking at the internal bending moments on the fbd in Figure 8.6.2,
when we apply moment equilibrium about the centroid of the element, and take
the limit similarly,
X
M =0
∆x ∆x
− V − (V + ∆V ) − M + (M + ∆M ) = 0
2 2
∆M 1
= (2V + ∆V )
∆x 2
∆M ∆V
lim = lim V +
∆x→ 0 ∆x ∆x→ 0 2
dM
=V
dx
This final equation tells us that, the slope of the moment diagram is the value
of the shear. Furthermore, if we multiply both sides by dx, we can integrate to
find that
Z
∆M = V dx
In words, this equation says that over a given segment, the change in the
moment value is the area under the shear curve.
CHAPTER 8. INTERNAL FORCES 272
Hence, the functional relationships between the internal shear force V (x),
internal bending moment M (x) at a point x, and the value of the loading at
that point w(x) are simply the derivatives and integrals that you learned in
Calculus I. These relationships are summarized below.
The slope of the shear function dV
at x is the value of the loading = w(x) (8.6.1)
dx
function at the same position.
An upward load is considered a
positive load.
The change in the shear value
Z b
between two points is the area
under the loading function be- ∆V = w(x) dx (8.6.2)
a
tween those points.
The slope of the moment func- dM
tion at x is the value of the shear = V (x) (8.6.3)
dx
at the same position.
The change in the moment value
Z b
between two points is the area
under the shear curve between ∆M = a V (x) dx (8.6.4)
those points.
Shear and bending moment diagrams show the effect of the load on the
internal forces within the beam and are a graphical representation of equations
(8.6.1)–(8.6.4). The diagrams are made up of jumps, slopes and areas as a result
of the load.
• Slopes are gradual changes in shear and moment diagrams. Positive slopes
go up and to the right.
• Areas are “areas” under the loading and shear curves, i.e. integration.
The area under the loading curve is actually the force, and the area under
the shear curve is actually the bending moment.
CHAPTER 8. INTERNAL FORCES 273
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5. Add another interesting point wherever the shear diagram crosses the x-
axis, and determine the x position of the zero crossing.
6. After you have completed the shear diagram, calculate the area under the
shear curve for each segment. Areas above the axis are positive, areas
below the axis are negative. The areas represent moments and the sum of
the areas plus the values of any concentrated moments should add to zero.
If they don’t, then recheck your work.
7. Establish the moment graph with a horizontal axis below the shear diagram
and a vertical axis to represent moment. Positive moments will be plotted
above the x axis and negative below.
8. Draw and label dots on the moment diagram by starting with a dot at
x = 0, M = 0 then proceed from left to right placing dots until you reach
the end of the beam. As you move over each segment move up or down
from the current value by the “area” under the shear curve for that segment
and place a dot on the graph. In this step, you are applying (8.6.4).
(a) Positive areas cause the moment to increase, negative areas cause it
to decrease.
(b) If you encounter a concentrated moment, jump straight up or down
by the amount of the moment and place a dot. Clockwise moments
cause upward jumps and counter-clockwise moments cause downward
jumps.
CHAPTER 8. INTERNAL FORCES 276
(c) When you reach the end of the beam you should return to M = 0. If
you don’t, then recheck your work.
9. Connect the dots with correctly shaped lines. Segments under constant
shear are straight lines, segments under changing shear are curves. The
general curvature of the lines can be determined by considering equation
(8.6.3).
but instead of finding areas and slopes using geometry, we will integrate the load
function w(x) to find the ∆V , then integrate that result to find the ∆M .
These results are the change in shear and moment over a segment; to find the
actual shear and moment functions V (x) and M (x) for the entire beam we will
need to find initial values for each segment. This is equivalent to using boundary
conditions to find the constant of integration when solving a differential equation.
The initial values come from either the final value of the previous segment or
from point loads or point moments. Because of the requirement for these segment
starting values, no segment can be computed in isolation from the other segments.
Physically this means that the shear and moment along a beam are not just due
to the loading in one segment, but are related to the loading on the rest of the
beam as well.
equations may be given in the problem statement if you’re lucky, or you may
have to determine them from a loading diagram.
When determining equations for loading segments, you may choose either
global equations, where all segments use the same origin, usually at the left end
of the beam, or local equations, where each segment uses its own origin, usually
at the left end of the segment. Often local equations are easier because you
can simply use the variable x in your equations as opposed to “x + constant”,
and you do not have to project the y-intercept values back to an axis system
which is not adjacent to the segment. See interactive Figure 8.8.1 to explore the
difference between local and global equations.
When determining equations for the loading segments from the load diagram,
consider the following.
• No load.
Whenever there is no load at all on a segment there will be no change in
the shear on the segment. On such sections the loading function is
w(x) = 0.
Note that this can only occur when the weight of the beam itself is ne-
glected.
• Point Load.
A point load is a concentrated force acting at a single point which causes
a jump in the shear diagram.
w(x) = C V (x) = Cx + b.
The constant value is negative if the load points down, and positive if it
points upward.
• Arbitrary Load.
The loading function will be a given function of x.
w(x) = f (x),
Most gravitational distributed loads are drawn with the arrows pointing
down and resting on the beam. If you slide these along their line of action
so that their tails are on the beam, the tips define the loading equation.
This interactive compares the local and global equations for a beam segment
with a uniformly varying load.
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Figure 8.8.1 Global vs. Local coordinate systems.
1. You will need to have solved the loading segment to the left of your desired
segment.
2. Write an equation for the loading w in the segment using either local or
global coordinates.
3. Integrate the loading equation w(x) to find the change in the shear ∆V and
include the shear value at the beginning of your loading segment including
the influence of any point loads at that location, which is equivalent to the
integration constant.
4. Integrate the shear equation V (x) to find the change in the bending mo-
ment ∆M and include the moment value at the beginning of your loading
segment including the influence of any point couple-moments at that loca-
tion, equivalent to the integration constant.
CHAPTER 8. INTERNAL FORCES 279
5. To find maximum shear and bending moments, recall from calculus that
the local maximum/minimum points of a function occur at the endpoints
and where the function’s first derivative is equal to zero.
(a) For shear, evaluate the shear function V (x) at the ends and where
ever the load function crosses the x axis.
(b) For bending moments, find the roots of the shear function by solving
V (x) = 0, then evaluate the moment function M (x) at these points,
and also at the endpoints.
The critical values we are looking for are the points where the magnitudes
of the shear and bending moment are maximum. The direction of the
internal forces is not usually significant.
Example 8.8.2 Example.
Answer.
L w
V (x) = w −x M (x) = (Lx − x2 )
2 2
Solution.
This beam has only one load section, and on that section the load is constant
so,
w(x) = −w.
There is a pinned connection at x = 0 which provides a vertical force and no
concentrated moment, so the initial conditions there are V (0) = wL/2, and
M (0) = 0.
Integrating equations (8.6.2) and (8.6.4) we have.
Z x
∆V = − w(x) dx
0
wL/2
*
V (x) −
V(0) = −wx x
wL
V (x) = − wx L
2
L
=w −x
2
CHAPTER 8. INTERNAL FORCES 280
Z x
∆M = V (x) dx
Z x
0
*0
L
M (x) −
M(0) = w − x dx x
0 2
w
M (x) = (Lx − x2 )
2
□
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CHAPTER 8. INTERNAL FORCES 282
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CHAPTER 8. INTERNAL FORCES 283
8.10 Summary
You have likely realized that in engineering (and life) that there are multiple
ways to solve a problem. The four different techniques to compute internal
forces discussed in this chapter are a demonstration of this. In the end, the
choice of which method to use is yours; the better you know each method the
easier it will be to choose the one which is most applicable and efficient.
The list below summarizes each of the four approaches and their advantages
and disadvantages.
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Chapter 9
Friction
Friction is the force which resists relative motion between surfaces in contact
with each other.
Friction is categorized by the nature of the surfaces in contact and the con-
ditions under which they are interacting. There are many different types of
friction, some of which are listed below.
1. Dry friction, which is the force that opposes one solid surface sliding
across another solid surface.
4. Skin friction, also called drag, is the friction that occurs between a fluid
and a moving surface.
286
CHAPTER 9. FRICTION 287
• How do you decide when you can use the equation F = µs N and when you
can not?
• Can you show graphically how friction and normal force vectors are related
to the friction resultant vector and the friction angle at impending motion?
Impending Motion
Weight
Push
Friction
Normal
Motion
Weight
Friction
Thrust
Normal Normal
W W W
P P P
F F
F+N N N R
P P
F
N
(a) Block on rough surface. (b) fbd showing normal and friction
forces.
Figure 9.1.5
Friction has two distinct regions as shown in Figure 9.1.6, and the value of
µ is different in each region. The region from point one to point two, where the
force of friction increases linearly with load is called the static friction region.
Here you must use the coefficient of static friction µs . The region from point
two to point three, where the friction remains roughly constant is called the
kinetic friction region. In this region you must use the coefficient of kinetic
friction µk .
CHAPTER 9. FRICTION 290
Static
Not Impending Kinetic
1
P
Figure 9.1.6 Phases of Coulomb friction.
The coefficient of friction suddenly drops at point two, causing the friction
force Ff to drop as well. Point two is called the point of impending motion,
because here the situation is unstable. If the applied force changes ever so
slightly, the opposing friction force suddenly decreases and the object begins to
move.
To better understand the behavior of Coulomb friction imagine an object
resting on a rough surface as shown in Figure 9.1.5(b). When force P is gradually
increased from zero, the normal force N and the frictional force Ff both change in
response. Initially both P and Ff are zero and the object is in equilibrium. The
interaction between the two surfaces in contact means that friction is available
but it is not engaged Ff = P = 0.
As P increases, the opposing friction force Ff increases as well to match and
hold the object in equilibrium. In this static-but-not-impending phase Ff = P .
When P reaches point two, motion is impending because friction has reached
its maximum value. Ffmax = µs N = P . If force P increases slightly beyond Ffmax ,
the friction force suddenly drops to the kinetic value Ff = µk N . The applied
force exceeds the frictional force breaking equilibrium and causing the object to
accelerate, and accelerating bodies are beyond the scope of Statics!
Notice that friction force at impending motion is always greater than kinetic
friction, because the coefficient µs > µk for most materials. Practically, this tells
us that once a material starts to move it is easier to keep moving than it was to
get it started from rest.
If you wonder why we include kinetic friction in a statics course, remember
that a sliding body moving at constant velocity is in equilibrium.
The friction angle ϕs is defined as the angle between the friction resultant
and the normal force. At impending motion, the friction angle reaches its maxi-
mum value. The friction resultant and friction angle are used for screw, flexible
belt, and journal bearing type problems.
The maximum friction angle ϕs is directly related to the coefficient of static
friction µs since the friction angle ϕs is the internal angle of the right triangle
formed by the normal force N , the friction resultant R, and the friction force F .
Hence:
F −1 F
tan ϕs = ϕs = tan (9.1.2)
N N
In Figure 9.1.7 a block of weight W is pushed sideways by force P . The
reaction forces can be represented as separate friction and normal forces, or as
combined friction force R acting at friction angle ϕs , measured from the normal
direction.
W W
P P
F
N R
(a) Force components. (b) Resultant and Friction angle.
Figure 9.1.7
the point shifts to the right. If the point shifts off the physical object then the
required friction is greater than the friction available and motion begins.
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Figure 9.1.8 Distributed Normal force changes with load and weight.
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Figure 9.2.1 Slipping vs. Tipping
The easiest way to determine whether the box will slip, tip, or stay put is to
solve for the maximum load force P twice, once assuming slipping and a second
time expecting tipping, then compare the actual load to these maximums. This
process is summarized in the following three steps:
1. Check slipping.
CHAPTER 9. FRICTION 294
9.3 Wedges
Key Questions
• Why is the normal force always perpendicular to the contact surface while
the friction force always lies parallel to it?
A wedge is a tapered object which converts a small input force into a large
output force using the principle of an inclined plane. Wedges are used to separate,
split or cut objects, lift weights, or fix objects in place. The mechanical advantage
of a wedge is determined by the angle of its taper; narrow tapers have a larger
mechanical advantage.
Wedges are used in two primary ways:
Low friction wedges are a simple machines which allows users to create large
output forces to move objects using comparatively small input forces. In the log
splitter in Figure 9.3.1(a), hydraulic ram pushes a log into a stationary wedge.
The normal force pushes the two halves of the log apart while the friction force
Ff is opposes the pushing force P .
High-friction (self-locking) wedges control the location of objects or hold them
in place. Examples include doorstop wedges and carpentry wedges. The sailor
in Figure 9.3.1(b) is hammering two wooden wedges towards each other to cre-
ate large compressive forces to secure shoring timbers during a damage control
operation.
(a) A low friction wedge is used to (b) High friction wedges are used to
split logs. secure shoring timbers.
Solution.
W
R
P
• all friction force directions would change as the impending motion of both
the wedge and 10 lb block would change direction and
• the direction of P may have to change if the wedge has sufficient friction
CHAPTER 9. FRICTION 297
Note that for all values of P between P1 and P2 the system would be static,
and the friction forces would be static-but-not-impending. □
• Contrast the different types of screw motion, with and against applied
loads, and match the motion cases to their corresponding equation.
(a) A scissors jack uses fixed (b) A C-clamp screw rotates and translates
screw and a moving a nut. through a fixed nut.
Figure 9.4.1 Power Screws
• machines where the movement of the screw creates dual motion, like a
hand-screw wood clamp.
To visualize these terms, imagine unwrapping a thread from around the screw,
as shown in Figure 9.4.4.
CHAPTER 9. FRICTION 300
l
l
r
(a) l = pitch, r = mean (b) α = lead angle
radius
Figure 9.4.4 Thread properties
The mean radius is the distance from the centerline to a point halfway be-
tween the tip and the root of the thread. Twice this value is the effective diam-
eter.
The lead is the linear travel the nut makes in one revolution, which is also the
distance from a point on the screw thread to a corresponding point on the same
thread after one rotation. Threads are commonly designated by the number of
threads per-inch or per-centimeter, and pitch is the inverse of this value.
The lead angle is related to the pitch and the mean radius by trigonometry.
Using the right triangle shown in Figure 9.4.4(b), the thread lead angle α is the
inverse tangent of the ratio of the lead over the circumference
−1 l
α = tan
2πr
ure 9.4.5(a). To eliminate any references to the orientation of the screw and
force like up, down, left, or right, this type of motion will be described as “the
applied force opposes impending motion.” This case occurs any time you are
applying a force to an object with a screw.
The free-body diagram in Figure 9.4.5(b) shows the moment M required to
raise a load W and the friction and normal forces acting on a slice of thread.
These must be summed over the entire length of the thread to find the total
friction and normal forces.
W
M
X X
Fx = 0 Fy = 0
Pi = R sin(α + ϕs ) Wi = R cos(α + ϕs )
By summing the forces across all elements of one wrap of the screw we find:
X X
Fx = 0 Fy = 0
M
= ΣR sin(α + ϕs ) W = ΣR cos(α + ϕs )
r
We next need to reduce these two equations to a single equation and also
eliminate the difficulty to quantify ΣR term. Thus we solve both equations for
ΣR.
M
ΣR =
r sin(α + ϕs )
W
ΣR =
cos(α + ϕs )
Then, set them equal to each other and solve for the moment M .
M = W r tan(ϕs + α) (9.4.1)
1. Self-locking. ϕs > α.
In this case the load will not cause the screw to rotate by itself,
2. Unwind-with-load.ϕs < α.
In this case, the load will move the screw without assistance, and
3. Impending motion. ϕs = α.
This case is the boundary between the two other cases.
In all three cases the thread angle α is the angle between the normal force N
and the centerline of the screw, and the friction angle ϕs is the angle between
the friction resultant force R and the normal force N .
The derivations of the relationships are quite similar to the derivation of
(9.4.1), but use subtly different free-body diagrams for each of the three cases.
See Figure 9.4.7 below.
W W W
M M''
Self-locking screw. Self-locking screws are the type of screws that you will
encounter most often in mechanical systems as they are highly predictable. They
have sufficient friction available to hold their applied load even with no moment
CHAPTER 9. FRICTION 304
applied. Thus, they can safely carry a load in a static-but-not impending condi-
tion until you wish to overcome the excess friction by applying a moment M ′ to
push them to impending motion.
Summing the forces in the x and y directions for the free-body diagram in
Figure 9.4.7(a) yields:
M ′ = W r tan(ϕs − α) (9.4.2)
Unwind-with-load screw As its name implies, an unwind-under-load screw
will start turning unless a moment M ′′ is applied to keep the screw at or beyond
impending motion. The moment to push a self-locking screw to impending mo-
tion M ′ is in the opposite direction as the moment to keep unwind-under-load
screws at impending motion M ′′ , as M ′′ is in the same direction as the moment
to loosen (or raise) a screw. These unwind-with-load screws are not often found
in mechanical systems, except for in dynamic motion control systems, where the
screw is used to slow down motion.
To be designed in an unwind-with-load condition, a screw must have a quite
steep thread angle α and minimal friction between the threads and nut, which
reduces ϕs .
Summing the forces in the x and y directions for the free-body diagram in
Figure 9.4.7(c) yields:
M ′′ = W r tan(α − ϕs ) (9.4.3)
Impending-motion screw As the derived equations for all three unwind-
with-load screw cases push the screw towards impending motion, when a screw
is already at impending motion, it requires no applied moment to maintain
equilibrium; however, this case is mechanically unstable. If the load increases
slightly the screw will begin to unwind-under-load, whereas if the load decreases
slightly the screw will become self-locking.
Summing the forces in the x and y directions for the free-body diagram in
Figure 9.4.7(b) yields:
• How do you compute the contact angle β between the belt and pulley or
cylinder?
• How do you compute the tension differential on either side of the belt or
cylinder for both flat and v-belts?
T T T T
(a) fbd Belt and (b) fbd of belt (c) fbd of cylinder
pulley
Figure 9.5.2 Free-body diagrams, equal tension.
Without friction, the two tensions must be equal otherwise the belt would
slip around the cylinder. The only interaction force between the belt and pulley
is the distributed normal force. Due to the symmetry of this example, the x
components of the distributed force all cancel and the resultant is purely vertical.
In other situations this will not be true.
belt. The arrow indicates that the impending relative motion of the pulley with
respect to the belt is counter-clockwise. The actual direction of rotation is not
known or indicated. Friction always acts opposite to the direction of relative
motion.
(a) fbd of Belt and (b) fbd of Belt (c) fbd of pulley
Pulley
Figure 9.5.3 Unequal Tensions
Increasing M or the belt tension ratio T+ /T− will increase the power trans-
mitted until the belt starts to slip. This occurs when the friction increases to
the maximum available value Fmax = µs M . At this point, motion (slipping) is
impending.
We are interested in determining the range of values for the tension forces
where the belt does not slip relative to the surface. For a flat belt, the maximum
value for T+ depends on the magnitude of T− , the static coefficient of friction
between the belt and the surface µs , and the contact angle β between the belt
and the surface.
Contact Angle β
You will need to use the geometry of the pulleys to find the contact angle β be-
tween the belt and pulley. The belt will depart the pulley at a point of tangency,
which is always perpendicular to a radius. To find β create one or more right
triangles using the incoming and outgoing belt paths and apply complementary
angles to relate the belt geometry to the contact angle. There is no simple rule
for transferring cable angles over to the contact angle, but in general, extend
radial lines from the center of the pulley out to the belt’s tangential lines. Next,
create right triangles with each radial line and work to find all the angles which
add up to the contact angle β.
Belt Tension
We have seen that when there is friction between a belt and a pulley, the tensions
on either end of the belt are not the same. In previous problems, we simply
guessed a direction for an unknown force, and then used the sign of the numerical
CHAPTER 9. FRICTION 308
answer to confirm or reverse our assumption. Unfortunately, this does not work
for flexible belts, where we must make the correct determination before starting
computations. So, how can we determine which side has the larger tension, and
which side is smaller?
The following discussion guides you through two methods to make this deci-
sion. Figure 9.5.5 shows a pulley and belt system and the associated free body
diagrams. The pulley is driven by a motor which supplies a counterclockwise mo-
ment of M . The belt is fixed, and holds the pulley in equilibrium until slipping
occurs. Both the pulley and belt are assumed massless.
The grey arrows indicate the direction of impending motion. This is the
motion which will occur if the belt slips. For the belt, which is fixed, this
impending motion is relative to the pulley. For the pulley, motion is impending
relative to the belt, but since it can actually rotate it also has absolute impending
motion with respect to the earth.
1. Method 1: Draw free-body diagrams and sum tensions along the cable.
Friction always opposes impending relative motion at the point of contact,
so if you can determine the direction the belt will potentially slip, you also
know the direction of the friction force. You can find out which tension
is larger and which is smaller by drawing a free-body diagram of the belt
and summing forces along it.
The free-body diagram Figure 9.5.5(b) shows the forces acting on the pul-
ley, which are:
The free-body diagram Figure 9.5.5(c) shows the forces acting on the belt,
which are:
• The belt’s internal tension forces, labeled T1 and T2 since at this point
we don’t know their relative magnitudes.
• A distributed normal force ΣN acting radially along the contact sur-
face between the pulley and belt. These are the distributed normal
forces on the pulley transferred equal-and-opposite to the belt.
• A distributed friction force ΣF acting along the surface of the belt,
again equal-and-opposite to the corresponding forces on the pulley.
Since the belt is not actually moving these forces oppose the belt’s
relative impending motion with respect to the pulley.
Summing forces along the belt, we find that the tension T1 plus the dis-
tributed friction force ΣF must equal T2 for equilibrium.
ΣFbelt = 0
T1 + ΣF − T2 = 0
T2 = T1 + ΣF
Figure 9.5.6 Friction transmits power between the belt and pulley.
where we have used the small angle approximation sin(dθ/2) ≈ dθ/2. Dropping
the second order differential term dT dθ as negligible, yields
dN = T dθ.
where e is the natural log base 2.718, µ is the friction coefficient between the belt
and pulley, and β is the contact angle between the belt and pulley in radians.
The larger this ratio is, the more torque the belt can transmit.
Notice that the belt tension ratio is independent of the surface size and shape,
provided the belt makes continuous contact.
Tight Side +
Slack Side -
(a) Belt Drive System (b) Driving Pulley (c) Load
Pulley
Figure 9.5.8 Unequal Tensions
Start by solving for the resting tension T− . This is the tension the belts prior
to any motion or power transfer. Practically, machines provide adjustments
to pre-tension the belt to insure sufficient normal force when started. When
we turn on the machine and increase the torque, the resting tension remains
constant while the tension on the drive side T+ increases.
If the pulleys have the same coefficients of friction, it can be assumed that
the belt will first slip at the smaller of the two pulleys as the smaller pulley has
a smaller contact angle β. See Figure 9.5.4.
Once we have the maximum value for T− , we can use that to find the maxi-
mum input and output moments. Next, to find the torque, we then find the net
moment exerted by the two tension forces, where the radius of the pulley is the
moment arm.
The maximum input torque Mi before slipping is
9.5.4 V-Belts
A flat belt pulley interacts with one surface of the belt. A V shaped pulley
allows the belt to wedge tightly in the groove, increasing friction and torque
transmission. A V-belt’s enhanced friction comes from the increased normal
forces which are a function of the groove angle α.
The sum of the normal force vertical components is the same for a flat belt
or V-belt. However, the horizontal components of the normal forces in a V-belt,
effectively pinch the belt, thereby increasing the available friction force. The
belt should not contact the bottom of the groove, or else the wedge effect is lost
µs β
T+ sin (α/2)
=e . (9.5.3)
T−
N N
P P P
M M
P P P
r
M M
F F
R N N
R R
(a) No Moment (b) Clockwise Moment (c) Counterclockwise
Moment
Figure 9.6.2 Shaft Free-body Diagrams
The most straightforward process to relate the load, normal and friction
forces for a journal bearing is by performing the following steps:
1. Assume that the shaft and bearing opening have the same radius, but
draw the shaft a bit smaller to emphasizes the contact point at the point
of tangency.
2. Combine the normal and friction forces into a single friction resultant force
R = F + N.
3. Determine the radius of the friction circle, rf , which is a circle around the
center tangent to the friction resultant R. The friction circle radius is a
function of the shaft radius r and the friction angle ϕs .
rf = r sin ϕs = tan−1 F /N .
CHAPTER 9. FRICTION 315
4. Finally, draw a free-body diagram of the shaft with all applied loads and
the friction resultant R, then solve the equations of equilibrium to find the
unknowns.
M M
F
N
R
• Compute the possible moment the friction forces from disc friction can
resist.
CHAPTER 9. FRICTION 316
Figure 9.7.1 This orbital sander rotates a circular sanding disc against a sta-
tionary surface. The disc friction between the sanding disc and the surface exert
a moment on both the surface and the sander.
Collar
dFf = µk dFN
dFi = dFo
ri < ro
dMi < dM0
= µk pr dA
A
The coefficient of friction and pressure terms are constant so can be moved
outside the integral, and since pressure is defined as force per unit are area
p = F /A, the pressure term can be replaced with the applied load divided by
the bearing contact area,
P
p= .
π(ro − ri2 )
2
Figure 9.7.5 The contact area in disc brakes is often approximated as a circular
arc with a contact angle θ.
Disc brakes, due to their smaller contact area, have higher pressure for the
same applied force but a smaller area over which to exert friction. In the end,
these factors cancel out and we end up with the same formula we found in
Subsection 9.7.2. Notice that this formula is independent of θ.
Brake pad on one side:
3
2 ro − ri3
M = µk P (9.7.3)
3 ro2 − ri2
CHAPTER 9. FRICTION 319
Most disc brakes, however, have two pads one on each side of the rotating
disc, so we will need to double the moment if so.
Brake pads on each side:
3
4 ro − ri3
M = µk P (9.7.4)
3 ro2 − ri2
CHAPTER 9. FRICTION 320
CHAPTER 9. FRICTION 321
Standalone
Chapter 10
Moments of Inertia
322
CHAPTER 10. MOMENTS OF INERTIA 323
Z
A= dA Area Subsection 7.7.2
A
Z
First Moment of Area
Qx = y dA Chapter 7
A
(with respect to the x axis)
Z
First Moment of Area
Qy = x dA Chapter 7
A
(with respect to the y axis)
Z
JO = r2 dA Polar Moment of Inertia Section 10.5
A
Z
Ixy = x y dA Product of Inertia Section 10.7
A
All of these properties are defined as integrals over an area A. These integrals
may be evaluated by double-integrating over x and y in Cartesian coordinates or
r and θ in polar coordinates. They can also be evaluated using single integration
using the methods demonstrated in Subsection 10.2.2.
None of these integrals can be evaluated until a specific shape is chosen.
When shape has been specified, the bounding functions and integration limits
can be determined and only then may the integral be solved using appropriate
integration techniques. If the shape is specified in general terms, say a rectangle
with base b and height h, then the result of the integration will be a formula for
CHAPTER 10. MOMENTS OF INERTIA 325
10.1.1 Area
The total area of a shape is found by integrating the differential elements of
area over the entire shape. Z
A= dA. (10.1.1)
A
The limit on this integral is indicated with an A to indicate that the integration
is carried out over the entire area. The resulting value will have units of [length]2
and does not depend on the position of the shape on the coordinate plane.
Since the area formulas for common shapes are well known, you only need
to use integration in uncommon situations.
As you can see, these equations are similar to the equations for the first
moment of area (10.1.2), except that the distance terms x and y are now squared.
In recognition of the similarity, the area moments of inertia are also known as
the second moments of area. We will use the terms moment of inertia and
second moment interchangeably. These two quantities are sometimes designated
as rectangular moments of inertia to distinguish them from the polar moment of
inertia described in the next section.
Like the first moment, the second moment of area provides a measure of the
distribution of area around an axis, but in this case the distance to each element
is squared. This gives increased importance to portions of the area which are far
from the axis. Squaring the distance means that identical elements on opposite
sides of the axis both contribute to the sum rather than cancel each other out
as they do in the first moment. As a result, the moment of inertia is always a
positive quantity.
Two identical shapes can have completely different moments of inertia, de-
pending on how the shape is distributed around the axis. A shape with most of
its area close to the axis has a smaller moment of inertia than the same shape
would if its area was distributed farther from the axis. This is a non-linear effect,
because when the distance term is doubled, the contribution of that element to
the sum increases fourfold.
Question 10.1.2 These three triangles are all the same size. Rank them from
largest to largest smallest moment of inertia with respect to the y axis.
A B C
moment of inertia is a vector quantity. Note that a shape can have multiple
centroidal moments of inertia, because more than one axis can pass through the
centroid of a shape. In this text, we will only the vertical and horizontal axes,
but they are not the only possibilities.
The centroidal moment of inertia is particularly important. We will see in
(10.3.1) that if we know a shape’s centroidal moment of inertia for some axis
direction, it is a simple process to calculate the moment of inertia of the shape
about any other parallel axis. The moment of inertia is used in Mechanics of
Materials to find stress and deflection in beams and to determine the load which
will cause a column to buckle.
We stated earlier that the centroidal moment of inertia is the minimum mo-
ment of inertia, but by this we mean, the minimum moment of inertia for a
particular axis direction, for example horizontal. Other centroidal axes may
have a different moment of inertia, either larger or smaller than the moment of
inertia about a horizontal centroidal axis. The centroidal axes which have the
absolute minimum and maximum moment of inertia are called the principle axes.
The principle axes are not necessarily horizontal and vertical.
Thinking Deeper 10.1.3 Beam bending. To get a feel for how moment of
inertia affects engineering design, find a ruler, a yardstick, or something similar:
long with a rectangular cross section.
Try to bend the ruler both when it’s flat and also when it’s turned on edge.
You will find that bending the ruler around the x axis while it’s flat is easy
compared to bending it the other way, around the z axis. Why is it easier to
bend the ruler one way than the other? It’s the same object, made of the same
material either way.
The answer has to due with the moment of inertia, and how it relates to the
bending axis.
bend a ruler one way than the other, we’d like to know how much harder?
For a 1/8 in thick ruler that is 1 in tall, the bending resistance about the z
axis is over 20 times more than the bending resistance the other way, about the
x axis.
To further see how the moment of inertia comes into play, consider the cur-
vature caused by applying opposing moments to the ends of a beam such as your
ruler. You will cause it to bend into an arc of a circle of some radius. A curious
engineer would like to know how the curvature of the beam is related to the
applied moment, the geometry, and the physical properties of the beam.
where:
Since E and I are in the numerator and L is in the denominator, a longer beam
is more flexible and larger values of E or I make the beam stiffer. With those
properties fixed, angle θ is directly proportional to the moment M .
The sag, or deflection, of a beam when supporting a load is also related
to these factors, and the placement of the load as well. For example, if a beam
CHAPTER 10. MOMENTS OF INERTIA 329
is loaded with a concentrated force P at its center its maximum deflection δmax
will occur at the midpoint, with
P L3
δmax =
48EI
Standalone
Embed
where x and y are defined as in Figure 10.1.1. Like the others, the units as-
sociated with this quantity are [length]4 . The name was chosen because the
distance squared term in the integral is the product of the element’s coordinates.
In contrast to the other area moments, which are always positive, the product
of inertia can be a positive, negative or zero.
dA = dx dy = dy dx. (10.2.1)
Figure 10.2.1 Rectangle divided into vertical and horizontal differential strips
It would seem like this is an insignificant difference, but the order of dx and
dy in this expression determines the order of integration of the double integral.
We will try both ways and see that the result is identical.
CHAPTER 10. MOMENTS OF INERTIA 331
Using dA = dx dy
First, we will evaluate (10.1.3) using dA = dx dy.
If you are not familiar with double integration, briefly you can think of a
double integral as two normal single integrals, one ‘inside’ and the other ‘outside,’
which are evaluated one at a time from the inside out. Our integral becomes
Z
Ix = y 2 dA
ZAZ
= y 2 dx dy
| {z }
dA
Z top Z right
2
= y dx dy
bottom left
| {z }
inside
| {z }
outside
The limits on double integrals are usually functions of x or y, but for this
rectangle the limits are all constants. The bottom and top limits are y = 0 and
y = h; the left and right limits are x = 0 and x = b. Note that the y 2 term can
be taken out of the inside integral, because in terms of x, it is constant.
Inserting dx dy for dA and the limits into (10.1.3), and integrating starting
with the inside integral gives
Z
Ix = y 2 dA
A
Z hZ b
= y 2 dx dy
0 0
Z h Z b
= y2 dx dy
0 0
Z h
= y 2 b dy
0
Z h
=b y 2 dy
0
3 h
y
=b .
3 0
bh3
Ix = . (10.2.2)
3
This is the formula for the moment of inertia of a rectangle about an axis passing
through its base, and is worth remembering.
CHAPTER 10. MOMENTS OF INERTIA 332
dA = b dy.
Using dA = dy dx
Now, we will evaluate (10.1.3) using dA = dy dx which reverses the order of
integration and means that the integral over y gets conducted first. Since the
distance-squared term y 2 is a function of y it remains inside the inside integral
this time and the result of the inside integral is not an area as it was previously.
Inserting dy dx for dA and the limits into (10.1.3), and integrating gives
Z
Ix = y 2 dA
A
Z bZ h
= y 2 dy dx
0 0
Z b 3 h
y
= dy dx
0 3 0
Z b
h3
= dx
0 3
Z b3
h
= dx
3 0
bh3
Ix = .
3
As before, the result is the moment of inertia of a rectangle with base b
and height h, about an axis passing through its base. We have found that the
moment of inertia of a rectangle about an axis through its base is (10.2.2), the
same as before.
CHAPTER 10. MOMENTS OF INERTIA 333
Answer.
1
Iy = hb3
3
Solution 1. Following the same procedure as before, we divide the rectangle
into square differential elements dA = dx dy and evaluate the double integral for
Iy from (10.1.3) first by integrating over x, and then over y.
Z
Iy = x2 dA
A
Z hZ b
= x2 dx dy
Z h Z b
0 0
2
= x dx dy
0 0
Z h b
x3
= dy
0 3 0
Z h
b3
= dy
0 3
3
b h
= y
3 0
CHAPTER 10. MOMENTS OF INERTIA 334
b3 h
Iy =
3
The formula for Iy is the same as the formula as we found previously for Ix
except that the base and height terms have reversed roles. Here, the horizontal
dimension is cubed and the vertical dimension is the linear term. In all moment
of inertia formulas, the dimension perpendicular to the axis is cubed.
Solution 2. This solution demonstrates that the result is the same when the
order of integration is reversed. This time we evaluate Iy by dividing the rec-
tangle into square differential elements dA = dy dx so the inside integral is now
with respect to y and the outside integral is with respect to x.
Z
Iy = x2 dA
Z b Z h
A
2
= x dy dx
0 0
Z b
= x2 h dx
0
Z b
=h x2 dx
0
3 b
x
=h
3 0
hb3
Iy =
3
□
y y′
b/2 b/2
Use integration to find the moment of inertia of a
h/2 (b × h) rectangle about the x′ and y ′ axes passing
through its centroid.
x′ Indicate that the result is a centroidal moment of
inertia by putting a bar over the symbol I.
h/2
Answer.
1
I¯x′ = bh3
12
1
I¯y′ = hb3 .
12
Solution. We can use the same approach with dA = dy dx, but now the limits
of integration over y are now from −h/2 to h/2.
Z
¯
I x′ = y 2 dA
A
Z b Z h/2
= y 2 dy dx
0 −h/2
Z b h/2
y3
= dy dx
0 3 −h/2
Z
h3 b
= dx
12 0
bh3
I¯x′ =
12
Notice that the centroidal moment of inertia of the rectangle is smaller than
the corresponding moment of inertia about the baseline.
The solution for I¯y′ is similar. □
Thinking Deeper 10.2.5 Stresses in a Rectangular Beam. To provide
some context for area moments of inertia, let’s examine the internal forces in a
elastic beam. Assume that some external load is causing an external bending
moment which is opposed by the internal forces exposed at a cut.
When an elastic beam is loaded from above, it will sag. Fibers on the top
surface will compress and fibers on the bottom surface will stretch, while some-
where in between the fibers will neither stretch or compress. The points where
the fibers are not deformed defines a transverse axis, called the neutral axis.
The neutral axis passes through the centroid of the beam’s cross section.
CHAPTER 10. MOMENTS OF INERTIA 336
The change in length of the fibers are caused by internal compression and
tension forces which increase linearly with distance from the neutral axis. The
internal forces sum to zero in the horizontal direction, but they produce a net
couple-moment which resists the external bending moment.
Find the moment of inertia of the (b × h) right triangle with respect to the
x and y axes?
CHAPTER 10. MOMENTS OF INERTIA 337
Answer.
bh3 b3 h
Ix = Iy = (10.2.4)
12 4
Solution. As we did when finding centroids in Section 7.7 we need to evaluate
the bounding function of the triangle. The bottom are constant values, y = 0
and x = b, but the top boundary is a straight line passing through the origin
and the point at (b, h), which has the equation
h
y(x) = x. (10.2.5)
b
By inspection we see that the a vertical strip extends from the x axis to the
function so dA = y dx.
Since vertical strips are parallel to the y axis we can find Iy by evaluating
this integral with dA = y dx, and substituting hb x for y
Z
Iy = x2 dA
A
Z b
= x2 y dx
Z b
0
h
= x2 x dx
0 b
Z
h b 3
= x dx
b 0
b
h x4
=
b 4 0
hb3
Iy = .
4
Similarly we will find Ix using horizontal strips, by evaluating this integral
with dA = (b − x)dy
Z
Ix = y 2 dA.
A
b
x(y) = y.
h
Once this has been done, evaluating the integral is straightforward.
Z
Ix = y 2 dA
A
CHAPTER 10. MOMENTS OF INERTIA 338
Z h
= y 2 (b − x) dy
Z h
0
b
= y b − y dy
2
0 h
Z h Z
b h 3
=b y dy −
2
y dy
0 h 0
bh3 b h4
= −
3 h 4
3
bh
Ix =
12
This is the moment of inertia of a right triangle about an axis passing through
its base. By reversing the roles of b and h, we also now have the moment of
inertia of a right triangle about an axis passing through its vertical side.
hb3
Iy = .
12
□
y23 y13 1
dIx = − = (y23 − y13 )
3 3 3
This approach is illustrated in the next example.
Example 10.2.8 Moment of Inertia for Area Between Two Curves.
CHAPTER 10. MOMENTS OF INERTIA 341
y1 = x2 /2 and,
y2 = x/4.
Answer.
Solution.
1. Set up the integral.
The area is bounded by the functions
y2 = x/4 y2 = x2 /2
By equating the two functions, we learn that they intersect at (0, 0) and
(1/2, 1/8), so the limits on x are x = 0 and x = 1/2.
The differential area dA for vertical strip is
x x2
dA = (y2 − y1 ) dx = − dx.
4 2
2. Find Iy .
For vertical strips, which are parallel to the y axis we can use the definition
of the Moment of Inertia.
Z
Iy = x2 dA
Z 0.5
x x2
= x 2
− dx
0 4 2
Z 1/2 3
x x4
= − dx
0 4 2
4 1/2
x x5
= −
16 12 0
CHAPTER 10. MOMENTS OF INERTIA 342
!
(1/2)4 (1/2)5
= −
16 10
1 1 1
= −
64 4 5
1
Iy = = 7.81 × 10−4 cm4
1280
3. Find Ix .
For vertical strips, which are perpendicular to the x axis, we will take
subtract the moment of inertia of the area below y1 from the moment of
inertia of the area below y2 .
Z Z
Ix = dIx − dIx
A2 A1
Z 1/2 Z
1/2 3
y23 y1
= dx − dx
3 3
0
Z " 0
2 3 #
1 1/2 x 3 x
= − dx
3 0 4 2
Z
1 1/2 x3 x6
= − dx
3 0 64 8
1/2
1 x4 x7
= −
3 256 56 0
1
Ix = = 3.49 × 10−6 cm4
28672
JO = I x + I y
JO πr4
x I¯x = I¯y =
2
=
4
. (10.2.10)
of inertia of a whole circle. The moment of inertia about the vertical centerline
is the same.
y
πr4
x′ Ix = I¯y = . (10.2.11)
8
x
Similarly, the moment of inertia of a quarter circle is half the moment of
inertia of a semi-circle, so
y y′
πr4
x′ Ix = Iy = . (10.2.12)
16
x
In these diagrams, the centroidal axes are red, and moments of inertia about
centroidal axes are indicated by the overbar. We will see how to use the parallel
axis theorem to find the centroidal moments of inertia for semi- and quarter-
circles in Section 10.3.
dA = dx dy dIx = y 2 dA
x
or
y dA = dy dx dIy = x2 dA
dIx = y 2 dA
x
dA = (a − x) dy (a3 − x3 )
y dIy = dx
3
a
x y3
dIx = dx
y dA = y dx 3
dIy = x2 dA
a
10.3.1 Derivation
We will use the defining equation for the mo-
ment of inertia (10.1.3) to derive the parallel dA
axis theorem.
The diagram shows an arbitrary shape, and
y′ C x′
two parallel axes: the x′ axis, drawn in red,
passes through the centroid of the shape at y
C, and the x axis, which is parallel and sep-
arated by a distance, d. The shape has area
A
A, which is divided into square differential d
elements dA. The distance from the x axis
to the element dA is y, and the distance from x
the x′ axis is y ′ .
By (10.1.3), the moment of inertia of the
shape about the x and x′ axes are Figure 10.3.1 Definitions for
Z Z the parallel axis theorem.
Ix = 2
y dA I¯x′ = (y ′ )2 dA
A A
The first is the value we are looking for, and the second is the centroidal
moment of inertia of the shape. These two are related through the distance
d, because y = d + y ′ . Substituting that relation into the first equation and
expanding the binomial gives
Z
Ix = (d + y ′ )2 dA
ZA
′ 2
= (y ) + 2 y ′ d + d2 dA
ZA Z Z
′ 2 ′ 2
= (y ) dA + 2d y dA + d dA.
A A A
You should recognize these three integrals. The first is the centroidal moment
of inertia of the shape I¯x′ , and the third is the total area of the shape, A. The
middle integral is Qx′ , the first moment of area (10.1.2) with respect to the
centroidal axis x′ . So we have,
Ix = I¯x′ + 2dQx′ + d2 A.
Furthermore, Qx′ is exactly zero because the x′ axis passes through the cen-
troid, meaning that elements of area above and below the centroidal axis exactly
balance and cancel each other out. After dropping the middle term we get the
version of the parallel axis theorem which you should remember,
I = I¯ + Ad2 . (10.3.1)
The subscripts designating the x and x′ axes have been dropped because this
equation is applicable to any direction of parallel axes, not specifically horizontal
axes.
CHAPTER 10. MOMENTS OF INERTIA 347
This equation says that you find the moment of inertia of a shape about
any axis by adding Ad2 to the parallel centroidal moment of inertia. You can
consider the Ad2 term as ‘correction factor’ to account for the distance of the
axis from the centroid. This term is always positive, so the centroidal moment of
inertia is always the minimum moment of inertia for a particular axis direction.
The next example show how the parallel axis theorem is typically used to
find the moment of inertia of a shape about an axis, by using then centroidal
moment of inertia formulas found in Subsection 10.3.2.
Example 10.3.2 Circular Ring.
y y′
Use the parallel axis theorem to find the
d
moment of inertia of the circular ring
a about the y axis.
The dimensions of the ring are Ri =
30 mm, Ro = 45 mm, and a = 80 mm.
Answer.
Iy = 57.8 × 106 mm4
Solution. To apply the parallel axis theorem, we need three pieces of informa-
tion
1. The centroidal moment of inertia of the ring, Iy ,
2. the area of the ring, A,
3. the distance between the two parallel axes, d.
The area of the ring is found by subtracting the area of the inner circle
from the area of the outer circle. The centroidal moment of inertia is calculated
similarly using (10.2.10). The distance between the y and y ′ axis is available
from the diagram. Inserting these values into the parallel axis theorem gives,
Iy = Iy + Ad2
π 4 2
= ro − ri4 + π ro2 − ri2 a + ro
|4 {z } | {z } | {z }
I¯y A d2
π
= 454 − 304 + π 452 − 302 (80 + 45)2
4
= 2.58 × 106 mm4 + 55.2 × 106 mm4
Iy = 57.8 × 106 mm4
It is interesting that the ‘correction factor’ is more than 20 times greater than
the centroidal moment of inertia of the ring. This indicates the importance of
the distance squared term on the moment of inertia of a shape.
CHAPTER 10. MOMENTS OF INERTIA 348
You may feel like the answer to this problem is “too big”. Large answers are nor-
mal in problems like this because the moment of inertia involves raising lengths
the fourth power.
If it really bothers you, you can convert the results from mm4 to m4 , but
then the number will probably feel “too small” to you. It’s best not to worry
about it.
□
The parallel axis theorem can also be used to find a centroidal moment of
inertia when you already know the moment of inertia of a shape about another
axis, by using the theorem ‘backwards’,
I = I¯ + Ad2 → I¯ = I − Ad2 .
Example 10.3.3 Centroidal Moment of Inertia of a Triangle.
y y′
Find the centroidal moment of inertia of
a triangle knowing that the moment of
inertia about its base is
x′ 1 3
Ix = bh .
h/3 12
x
b/3
Answer.
bh3
I¯x =
36
¯ b3 h
Iy =
36
Solution. For the triangle the moment of we have the following information:
Ix = bh3 /12, A = bh/2, and d = ȳ = h/3.
Looking for I¯x′ :
The procedure for I¯y is similar, or you can simply reverse the roles of b and
h. □
Example 10.3.4 Centroidal Moment of inertia of a Semi-Circle.
y
Find the centroidal moment of inertia of a
semi-circle knowing that the moment of in-
ertia about its base is
x′ π 4
Ix = r .
8
x
Answer.
π 8
I¯x′ = − r4
8 9π
πr 2
Solution. The area of a semicircle is A = 2
and the distance between the
4r
parallel axes is d = 3π , so
I¯x′ = Ix − Ad2
2 2
π 4 πr 4r
= r −
8 2 3π
π 8
I¯x′ = − r4
8 9π
□
Example 10.3.5 Interactive: Rectangle. This interactive allows you to
change the location and size of the grey rectangle. Try to compute both the
centroidal area moment of inertia I¯x′ and I¯y′ and the area moment of inertia
about the system axes Ix and Iy
Standalone
Embed
Standalone
Embed
Figure 10.3.8 Moment of Inertia of a Semi-Circle
□
1 1
h x′
I¯x′ = bh3 Ix = bh3
C
(b/2, h/2) 12 3
1 1 3
I¯y′ = b3 h Iy = b h
O x 12 3
b
y y′
1 1 3
h I¯x′ = bh3 Ix = bh
x′ 36 12
(b/3, h/3)
C 1 1
x I¯y′ = b3 h I y = b3 h
O
36 12
b
y y′
r
x′ π 5π 4
C
(r, r) I¯x′ = I¯y′ = r4 Ix = Iy = r
4 4
x
O
y y′
I¯x′ =
π 8 π 4
r − r4 Ix = r
x′ 4r 8 9π 8
C r,
x 3π I¯x′ ≈ 0.1098 r4 5π 4
O
Iy = r
π 8
I¯y′ = r4
8
y y′ ¯
I x′ =
1 π 8
r − r4
C x′ 4r 4r 2 8 9π π 4
, Ix = Iy = r
x 3π 3π I¯x′ ≈ 0.0549 r4 16
π
I¯y′ = r4
8
CHAPTER 10. MOMENTS OF INERTIA 352
• About which point do you find the smallest area moments of inertia? What
is it about this point that is so special?
In this section we will find the moment of inertia of shapes formed by com-
bining simple shapes like rectangles, triangles and circles much the same way we
did to find centroids in Section 7.5.
The procedure is to divide the complex shape into its sub shapes and then
use the centroidal moment of inertia formulas from Subsection 10.3.2, along with
the parallel axis theorem (10.3.1) to calculate the moments of inertia of parts,
and finally combine them to find the moment of inertia of the original shape.
x x
Which of the arrangements will be the stiffest, and what is the ratio of the
two moments of inertia?
Answer.
(Ix )1 = 62.4 in4
(Ix )2 = 226 in4
The I-beam has more than 3.6 times the stiffness of the sandwich beam!
Solution. Given: b = 1.5 in, h = 5.5 in.
In case 1 the centroids of all three rectangles are on the x axis, so the parallel
axis theorem is unnecessary.
X
3
(Ix )1 = I¯ + Ad2
i=1
bh3
=3
12
(1.5)(5.5)3
=
4
(Ix )1 = 62.4 in4
This value is the same as the moment of inertia of a (4.5 in × 5.5 in) rectangle
about its centroid.
In case 2, the parallel axis theorem must be used for the upper and lower
rectangles, since their centroids are not on the x axis.
X
3
(Ix )2 = I¯ + Ad2
i=1
bh3 1 3 2
= +2 hb + (bh)(h/2 + b/2)
12 12
(1.5)(5.5)3 (1.5)3 (5.5)
= +2 + (1.5 × 5.5)(3.5) 2
12 12
= 20.8 in4 + 2 1.547 in4 + 101.6 in4
(Ix )2 = 226 in4
20 mm
Find the moment of inertia of the T shape
about the x and y axes.
60 mm
x
30 30 30
mm mm mm
Answer.
Ix = (Ix )1 + (Ix )2 = 11.04 × 106 mm4
Iy = (Iy )1 + (Iy )2 = 8.64 × 106 mm4
Solution.
1. Strategy.
Divide the T shape into a 30 mm × 60 mm vertical rectangle (1), and a
90 mm × 20 mm horizontal rectangle (2) then add the moments of inertia
of the two parts.
Ix = (Ix )1 + (Ix )2 Iy = (Iy )1 + (Iy )2
The moment of inertia of the entire T shape about the x axis is the sum
of these two values,
Ix = (Ix )1 + (Ix )2 = 11.04 × 106 mm4 .
CHAPTER 10. MOMENTS OF INERTIA 355
□
Example 10.4.3 Fillet.
y 3 in
3 in
3 in
9 in x
Answer.
Ix = 1080.6 in4
Solution.
1. Strategy.
CHAPTER 10. MOMENTS OF INERTIA 356
y
First, divide the area into four parts: 3
4 in
(a) a 9 in × 3 in rectangle
4
(b) a 6 in × 3 in rectangle 2
3 in
Then set up a table and apply the parallel axis theorem (10.3.1) as in the
previous example. Since the quarter-circle is removed, subtract its moment
of inertia from total of the other shapes.
The distance from the top edge of the quarter-circle down to its centroid
4r
is = 1.273 in, so the distance from the x axis to its centroid is
3π
d = 6 − 1.27 = 4.727 in.
□
CHAPTER 10. MOMENTS OF INERTIA 357
Answer.
Solution.
1. Strategy.
Organize all the necessary information into a table, then total the moments
of inertia of the parts to get the moment of inertia of the whole shape.
Remember that the hole is removed from the shape, so its contribution to
the total moment of inertia is negative.
2. Table.
3. Total.
(Ix )1 = I¯x + Ad2y 1 = 2427 in4 (Iy )1 = I¯y + Ad2x 1 = 9147 in4
(Ix )2 = I¯x + Ad2y 2 = 1093 in4 (Iy )2 = I¯y + Ad2x 2 = 11253 in4
(Ix )3 = I¯x + Ad2y 3 = −318.1 in4 (Iy )3 = I¯y + Ad2x 3 = −1449 in4
X X
Ix = (Ix )i = 3202 in4 Iy = (Iy )i = 18951 in4
Alternately, you could find the moments of inertia by adding the sums
of the columns, since you are adding the same values together, just in a
different order.
X X X X
Ix = I¯x + Ad2y = 3202 in4 Iy = I¯y + Ad2x = 18951 in4
□
Example 10.4.5 Interactive: Composite Rectangles. This interactive
shows a composite shape consisting of a large rectangle with a smaller rectangle
subtracted. You can change the location and size of the rectangles by moving
the red and blue points.
Use the interactive to see how changes to the rectangles affects the moments of
inertia of this shape about the system x axis. Notice that for two-part shapes like
this, the centroid of the composite shape is on the line connecting the centroids
of the two parts.
For calculations, it is convenient to collect all the needed information in a
table as is done here.
Standalone
Embed
Figure 10.4.7 AISC Standard Sections: Left to right -- Wide-Flange (W), Amer-
ican Standard (S), Channel (C), Equal Angle (L), Unequal Angle (L), Structural
Tee (T), Rectangle (HSS), Square (HSS), Round (HSS).
Designers and engineers must select the most appropriate and economical
section which can support the potential tension, compression, shear, torsion and
bending loads. Tables of properties of Standard Steel Sections are published
by the American Institute of Steel Construction, and are used to simplify the
process. The tables contain important properties of the sections, including di-
mensions, cross sectional area, weight per foot, and moment of inertia about
vertical and horizontal axes. An abbreviated subset of the AISC tables are
available in Appendix D.
In this section we will use the information in the AISC tables to find the mo-
ments of inertia of standard sections and also of composite shapes incorporating
standard sections.
The top and bottom pieces of an I-beam are called
flanges. The middle portion is referred to as the web.
ne
The flanges take most of the internal compression r al
pla
u t
and tension forces as they are located the furthest Ne
from the neutral axis, and the web mainly acts to depth
Neutral Axis
support any shear forces and hold the two flanges
apart. The transverse axis through the centroid of
the cross section is called the neutral axis, and cut-
ting plane through the beam at the neutral axis is
called the neutral plane, or neutral surface. This sur- Figure 10.4.8 Beam
face does not lengthen or shorten during bending. Nomenclature
CHAPTER 10. MOMENTS OF INERTIA 360
The moment of inertia of the built up beam about the neutral axis
X
I x′ = (Ix′ )i
= 2(Ix′ )L + (Ix′ )R
= 2(23.4 in4 ) + 15.16 in4
Ix′ = 61.98 in4 .
The polar moment of inertia describes the distribution of the area of a body
with respect to a point in the plane of the body. Alternately, the point can be
considered to be where a perpendicular axis crosses the plane of the body. The
subscript on the symbol j indicates the point or axis.
There is a particularly simple relationship between the polar moment of
inertia and the rectangular moments of inertia. Referring to the figure, apply
the Pythagorean theorem r2 = x2 + y 2 to the definition of polar moment of
inertia to get
Z
JO = r2 dA
ZA
= (x2 + y 2 ) dA
ZA Z
2
= x dA + y 2 dA
A A
JO = I x + I y . (10.5.2)
Unlike the rectangular moments of inertia, which are always positive, the
product of inertia may be either positive, negative, or zero, depending on the
object’s shape and the orientation of the coordinate axes. The product of inertia
will be zero for symmetrical objects when a coordinate axis is also an axis of
symmetry.
If the product of inertia is not zero it is always possible to rotate the co-
ordinate system until it is, in which case the new coordinate axes are called
the principle axes. When the coordinate axes are oriented in the principle
directions, the centroidal moments of inertia are maximum about one axis and
minimum about the other, but neither is necessarily zero. The principle direc-
tions determine the best way to orient a beam to for maximum stiffness, and
how much asymmetrical beams, like channels and angles, will twist when a load
is applied.
T = Iα.
This formula is the rotational analog of Newton’s second law F = ma. Here,
the I represents the mass moment of inertia, which is the three-dimensional
measure of a rigid body’s resistance to rotation around an axis. Mass moment
of inertia plays the same role for angular motion as mass does for linear motion.
Mass moment of inertia is defined by an integral equation identical to (10.1.3),
except that the differential area dA is replaced with a differential element of
mass, dm. The integration is conducted over a three dimensional physical object
instead of a two dimensional massless area.
The units of mass moment of inertia are [mass][length]2 , in contrast to area
moment of inertia’s units of [length]4 .
Mass moments of inertia are covered in more detail and used extensively in
the study of rigid body kinetics in Engineering Dynamics.
CHAPTER 10. MOMENTS OF INERTIA 366
CHAPTER 10. MOMENTS OF INERTIA 367
Standalone
Appendix A
Notation
Notation refers to the symbols we use to represent physical quantities and vari-
ables in mathematical expressions. Notation is a tool for communication and
the symbols themselves carry meaning. You will find it easier to understand the
contents of engineering textbooks if you are familiar with the notation used, and
can pronounce the symbols to yourself when studying the equations.
368
APPENDIX A. NOTATION 369
Symbol Notes
Vectors are written in a bold serif font. For hand-
F, or F⃗ written vectors, a superimposed arrow is used.
Magnitudes and other scalar values are rendered in
F an regular italic serif font. F is the magnitude of F.
Vertical bars indicate absolute value. The absolute
|F| value of a vector is its magnitude.
Vector component of F in the x and y directions.
Fx , Fy Subscripts are used to distinguish different related
values.
Scalar components of vector F in the x and y direc-
tions. These are signed numbers, not vectors. To-
Fx , F y gether, the sign and subscript define a vector com-
ponent.
An ordered pair of scalar components enclosed in
⟨Fx , Fy ⟩ angle brackets defines a vector.
An ordered pair of magnitude and direction sepa-
(F ; θ) rated with a semicolon defines a vector.
Unit vectors in the x, y, and z directions. Pro-
i, j, k nounced ‘i hat’, ‘j hat’, etc.
F = ⟨Fx , Fy ⟩
= Fx + Fy
= Fx i + Fy j These are all equivalent representation of vector F.
= (F cos θ) i + (F sin θ) j
= F (i cos θ + j sin θ)
= |F|⟨cos θ, sin θ⟩
Figure A.0.1 Notation used in this book
Appendix B
Useful Mathematics
Given two points (x1 , y1 ) and (x2 , y2 ) the distance between them is:
p
d = (x2 − x1 )2 + (y2 − y1 )2 (B.1.1)
.
Extension of the distance formula to three dimensions is straightforward.
p
d = (x2 − x1 )2 + (y2 − y1 )2 + (z2 − z1 )2 (B.1.2)
370
APPENDIX B. USEFUL MATHEMATICS 371
The relationship between the sides and angles of a right triangle are given by
the three basic trig relations which may be recalled with the mnemonic SOH-
COH-TOA.
−1 opposite −1 adjacent −1 opposite
θ = sin θ = cos θ = tan
hypotenuse hypotenuse adjacent
Facts. The following statements regarding the trig functions and triangles are
always true, and remembering them will help you avoid errors.
• sin, cos and tan are functions of an angle and their values are unitless
ratios of lengths.
• The inverse trig functions are functions of unitless ratios and their results
are angles.
• The sine of an angle equals the cosine of its complement and vice-versa.
• The sine and cosine of any angle is always a unitless number between -1
and 1, inclusive.
• The sine, cosine, and tangent of angles between 0 and 90° are always
positive.
• The inverse trig functions of positive numbers will always yield angles
between 0 and 90°
• The legs of a right triangle are always shorter than the hypotenuse.
• Take care that your calculator is set in degrees mode for this course.
• Always work with angles between 0° and 90° and use positive arguments
for the inverse trig functions.
• Following this advice will avoid unwanted signs and incorrect directions
−a a a −a
caused because = , and = and the calculator can’t distin-
b −b b −b
guish between them.
The Law of Cosines is used when you know two sides and the included angle
(SAS), or when you know all three sides but no angles (SSS). In any other
situation, use the Law of Sines.
If one of the angles is 90◦ the Law of Cosines simplifies to the Pythagorean
Theorem since cos(90°) = 0.
Appendix C
Properties of Shapes
374
APPENDIX C. PROPERTIES OF SHAPES 375
h x′
C
A = bh b/2 h/2
O x
b
y y′
h
x′
bh
b/3 h/3
C 2
x
O
b
y y′
a
h (a + b)h a2 + ab + b2 h(2a + b)
C x′
2 3(a + b) 3(a + b)
x
O
b
y y′
r
x′
C
πr2 r r
x
O
y y′
r
x′ πr2 4r
C r 1
x 2 3π
O
y y′
r
C x′ πr2 4r 4r
x 4 3π 3π
APPENDIX C. PROPERTIES OF SHAPES 376
1 1
h x′
I¯x′ = bh3 Ix = bh3
C
(b/2, h/2) 12 3
1 1 3
I¯y′ = b3 h Iy = b h
O x 12 3
b
y y′
1 1 3
h I¯x′ = bh3 Ix = bh
x′ 36 12
(b/3, h/3)
C
¯ 1 1
x I y ′ = b3 h I y = b3 h
O
36 12
b
y y′
r
x′ π 5π 4
C
(r, r) I¯x′ = I¯y′ = r4 Ix = Iy = r
4 4
x
O
y y′
I¯x′ =
π 8 π 4
r − r4 Ix = r
x′ 4r 8 9π 8
C r,
x 3π I¯x′ ≈ 0.1098 r4 5π 4
O
Iy = r
π 8
I¯y′ = r4
8
y y′ ¯x′ =
I
1 π 8
r − r4
C x′ 4r 4r 2 8 9π π 4
, Ix = Iy = r
x 3π 3π I¯x′ ≈ 0.0549 r4 16
π
I¯y′ = r4
8
4r
1
See Example 7.7.14 for proof. ≈ 0.424 r
3π
377
APPENDIX D. PROPERTIES OF STEEL SECTIONS 378
Appendix D
D.1 Angles
D.1.1 Angle Section-US
Description W A b d t x̄ ȳ I¯xx I¯yy
d× b× t lb/ft in2 in in in in in in4 in4
L6×6×1 37.4 11 6 6 1 1.86 1.86 35.4 35.4
L6×6×7/8 33.1 9.75 6 6 0.875 1.81 1.81 31.9 31.9
L6×6×3/4 28.7 8.46 6 6 0.75 1.77 1.77 28.1 28.1
L6×6×5/8 24.2 7.13 6 6 0.625 1.72 1.72 24.1 24.1
L6×6×9/16 21.9 6.45 6 6 0.563 1.7 1.7 22 22
L6×6×1/2 19.6 5.77 6 6 0.5 1.67 1.67 19.9 19.9
L6×6×7/16 17.2 5.08 6 6 0.438 1.65 1.65 17.6 17.6
L6×6×3/8 14.9 4.38 6 6 0.375 1.62 1.62 15.4 15.4
L6×6×5/16 12.4 3.67 6 6 0.313 1.6 1.6 13 13
L6×4×7/8 27.2 8 6 4 0.875 1.12 2.12 27.7 9.7
L6×4×3/4 23.6 6.94 6 4 0.75 1.07 2.07 24.5 8.63
L6×4×5/8 20 5.86 6 4 0.625 1.03 2.03 21 7.48
L6×4×9/16 18.1 5.31 6 4 0.563 1 2 19.2 6.86
L6×4×1/2 16.2 4.75 6 4 0.5 0.981 1.98 17.3 6.22
L6×4×7/16 14.3 4.18 6 4 0.438 0.957 1.95 15.4 5.56
L6×4×3/8 12.3 3.61 6 4 0.375 0.933 1.93 13.4 4.86
L6×4×5/16 10.3 3.03 6 4 0.313 0.908 1.9 11.4 4.13
L6×3-1/2×1/2 15.3 4.5 6 3.5 0.5 0.829 2.07 16.6 4.24
L6×3-1/2×3/8 11.7 3.44 6 3.5 0.375 0.781 2.02 12.9 3.33
L6×3-1/2×5/16 9.8 2.89 6 3.5 0.313 0.756 2 10.9 2.84
L5×5×7/8 27.2 8 5 5 0.875 1.56 1.56 17.8 17.8
L5×5×3/4 23.6 6.98 5 5 0.75 1.52 1.52 15.7 15.7
L5×5×5/8 20 5.9 5 5 0.625 1.47 1.47 13.6 13.6
L5×5×1/2 16.2 4.79 5 5 0.5 1.42 1.42 11.3 11.3
L5×5×7/16 14.3 4.22 5 5 0.438 1.4 1.4 10 10
L5×5×3/8 12.3 3.65 5 5 0.375 1.37 1.37 8.76 8.76
L5×5×5/16 10.3 3.07 5 5 0.313 1.35 1.35 7.44 7.44
L5×3-1/2×3/4 19.8 5.85 5 3.5 0.75 0.993 1.74 13.9 5.52
L5×3-1/2×5/8 16.8 4.93 5 3.5 0.625 0.947 1.69 12 4.8
L5×3-1/2×1/2 13.6 4 5 3.5 0.5 0.901 1.65 10 4.02
L5×3-1/2×3/8 10.4 3.05 5 3.5 0.375 0.854 1.6 7.75 3.15
L5×3-1/2×5/16 8.7 2.56 5 3.5 0.313 0.829 1.57 6.58 2.69
L5×3-1/2×1/4 7 2.07 5 3.5 0.25 0.804 1.55 5.36 2.2
L5×3×1/2 12.8 3.75 5 3 0.5 0.746 1.74 9.43 2.55
L5×3×7/16 11.3 3.31 5 3 0.438 0.722 1.72 8.41 2.29
L5×3×3/8 9.8 2.86 5 3 0.375 0.698 1.69 7.35 2.01
APPENDIX D. PROPERTIES OF STEEL SECTIONS 379
D.2 Channels
D.2.1 Channel Section-US
Description W A d bf tw tf x̄ I¯xx I¯yy
d× W lb/ft in2 in in in in in in4 in4
C15×50 50 14.7 15 3.72 0.716 0.65 0.799 404 11
C15×40 40 11.8 15 3.52 0.52 0.65 0.778 348 9.17
C15×33.9 33.9 10 15 3.4 0.4 0.65 0.788 315 8.07
C12×30 30 8.81 12 3.17 0.51 0.501 0.674 162 5.12
C12×25 25 7.34 12 3.05 0.387 0.501 0.674 144 4.45
C12×20.7 20.7 6.08 12 2.94 0.282 0.501 0.698 129 3.86
C10×30 30 8.81 10 3.03 0.673 0.436 0.649 103 3.93
C10×25 25 7.35 10 2.89 0.526 0.436 0.617 91.1 3.34
C10×20 20 5.87 10 2.74 0.379 0.436 0.606 78.9 2.8
C10×15.3 15.3 4.48 10 2.6 0.24 0.436 0.634 67.3 2.27
C9×20 20 5.87 9 2.65 0.448 0.413 0.583 60.9 2.41
C9×15 15 4.4 9 2.49 0.285 0.413 0.586 51 1.91
C9×13.4 13.4 3.94 9 2.43 0.233 0.413 0.601 47.8 1.75
C8×18.75 18.75 5.51 8 2.53 0.487 0.39 0.565 43.9 1.97
C8×13.75 13.75 4.03 8 2.34 0.303 0.39 0.554 36.1 1.52
C8×11.5 11.5 3.37 8 2.26 0.22 0.39 0.572 32.5 1.31
C7×14.75 14.75 4.33 7 2.3 0.419 0.366 0.532 27.2 1.37
C7×12.25 12.25 3.59 7 2.19 0.314 0.366 0.525 24.2 1.16
C7×9.8 9.8 2.87 7 2.09 0.21 0.366 0.541 21.2 0.957
C6×13 13 3.82 6 2.16 0.437 0.343 0.514 17.3 1.05
C6×10.5 10.5 3.07 6 2.03 0.314 0.343 0.5 15.1 0.86
C6×8.2 8.2 2.39 6 1.92 0.2 0.343 0.512 13.1 0.687
C5×9 9 2.64 5 1.89 0.325 0.32 0.478 8.89 0.624
C5×6.7 6.7 1.97 5 1.75 0.19 0.32 0.484 7.48 0.47
C4×7.25 7.25 2.13 4 1.72 0.321 0.296 0.459 4.58 0.425
C4×6.25 6.25 1.84 4 1.65 0.247 0.296 0.453 4.19 0.374
C4×5.4 5.4 1.58 4 1.58 0.184 0.296 0.457 3.85 0.312
C4×4.5 4.5 1.34 4 1.52 0.125 0.296 0.473 3.53 0.265
C3×6 6 1.76 3 1.6 0.356 0.273 0.455 2.07 0.3
C3×5 5 1.47 3 1.5 0.258 0.273 0.439 1.85 0.241
C3×4.1 4.1 1.2 3 1.41 0.17 0.273 0.437 1.65 0.191
C3×3.5 3.5 1.09 3 1.37 0.132 0.273 0.443 1.57 0.169
APPENDIX D. PROPERTIES OF STEEL SECTIONS 381