10.1 Stress Types, Axial Stress-Strain, and Thermal Deformation

Key Takeaways

  • Normal stress is axial force over area and shear stress is shear force over area; both carry units of force per unit area.
  • Hooke's law gives axial elongation as PL/(AE), so stiffness rises with area and modulus and falls with length.
  • Poisson's ratio relates lateral to axial strain and links E, G, and the bulk modulus, with G = E/(2(1+nu)).
  • Free thermal expansion is alpha times L times the temperature change and produces no stress; fully restrained expansion produces a stress of E times alpha times the temperature change with no strain.
  • A statically indeterminate axial member requires a compatibility equation on deformations in addition to equilibrium.
Last updated: August 2026

10.1 Stress Types, Axial Stress-Strain, and Thermal Deformation

Core Engineering Principle: Mechanics of Materials (Strength of Materials) relates external forces and moments acting on a deformable body to internal stress distributions, elastic strain deformations, and mechanical failure limits. Understanding internal force-displacement relationships is central to structural and mechanical engineering design on the NCEES FE exam.

Uniaxial Stress-Strain, Hooke's Law, and Thermal Deformation

When a structural member of uniform cross-sectional area $A$ and original length $L$ is subjected to an axial force $P$, the internal normal stress $\sigma$ and normal strain $\epsilon$ are defined as:

σ=PA,ϵ=δL\sigma = \frac{P}{A}, \quad \epsilon = \frac{\delta}{L}

where $\delta$ is the total axial elongation or contraction.

Tensile Test and Material Mechanical Properties

In the linear elastic region of a material's stress-strain diagram (below the proportional limit), stress is directly proportional to strain according to Hooke's Law:

σ=Eϵ\sigma = E \epsilon

where $E$ is the Young's Modulus (Modulus of Elasticity) of the material. Combining Hooke's Law with the definitions of stress and strain yields the fundamental axial displacement formula:

δ=PLAE\delta = \frac{P L}{A E}

If the axial load or cross-sectional area varies along the length of the member, total displacement is found by integrating along the longitudinal axis $x$:

δ=0LP(x)A(x)Edx\delta = \int_0^L \frac{P(x)}{A(x) E} dx

PropertySymbolCommon Units (SI)Common Units (US Customary)
Modulus of Elasticity$E$$\text{GPa} = 10^9\text{ N/m}^2$$\text{Mpsi} = 10^6\text{ psi}$
Shear Modulus$G$$\text{GPa}$$\text{Mpsi}$
Poisson's Ratio$\nu$Dimensionless ($0.25 - 0.35$ for metals)Dimensionless
Coefficient of Thermal Expansion$\alpha$$1/^\circ\text{C}$ or $1/\text{K}$$1/^\circ\text{F}$

Poisson's Ratio and Shear Modulus

Axial elongation induces lateral contraction. Poisson's ratio $\nu$ is the negative ratio of lateral strain to longitudinal axial strain:

ν=ϵlateralϵaxial\nu = - \frac{\epsilon_{lateral}}{\epsilon_{axial}}

For isotropic elastic materials, the Elastic Modulus $E$, Shear Modulus $G$, and Poisson's ratio $\nu$ are inter-related by:

G=E2(1+ν)G = \frac{E}{2(1 + \nu)}

Thermal Strain and Statically Indeterminate Axial Members

A temperature change $\Delta T = T_{final} - T_{initial}$ causes a free thermal strain $\epsilon_{th}$ and unconstrained thermal deformation $\delta_{th}$:

ϵth=αΔT,δth=αLΔT\epsilon_{th} = \alpha \Delta T, \quad \delta_{th} = \alpha L \Delta T

If a member is fully or partially constrained by rigid supports, internal thermal stresses develop. For statically indeterminate systems, solution requires combining:

  1. Equilibrium Equations: $\sum F_x = 0$
  2. Compatibility Equations: Geometric constraints on total displacement (e.g., $\delta_{total} = \delta_{mechanic} + \delta_{thermal} = 0$)
  3. Force-Displacement Relations: $\delta_{mechanic} = \frac{P L}{A E}$

The Four Stress Types NCEES Names

The specification opens with "Stress types (e.g., normal, shear)", and the exam expects you to identify which type a given loading produces before reaching for a formula.

TypeFormulaActsProduced by
Normal (axial)$\sigma = \dfrac{P}{A}$Perpendicular to the sectionTension or compression along the axis
Direct shear$\tau = \dfrac{V}{A}$Parallel to the sectionBolts, pins, punching, rivets
Bearing$\sigma_b = \dfrac{P}{t,d}$On the contact surfaceA bolt pressing against a plate hole
Torsional shear$\tau = \dfrac{Tr}{J}$CircumferentiallyTwisting of a shaft

Single vs. double shear is the most common bolt-sizing trap. A bolt in a lap joint carries the full load across one plane (single shear, $\tau = V/A$); the same bolt in a butt joint with two cover plates has two shear planes, so each carries half the load ($\tau = V/2A$) and its capacity doubles. Count the shear planes by counting how many gaps the bolt crosses.

Stress, Strain, and Hooke's Law

σ=PA,ε=δL,σ=Eε\sigma = \frac{P}{A}, \qquad \varepsilon = \frac{\delta}{L}, \qquad \sigma = E\varepsilon

Combining these gives the single most-used equation in the chapter:

δ=PLAE\boxed{\delta = \frac{PL}{AE}}

Read the structure: elongation rises with load and length, and falls with area and stiffness. The group $AE/L$ is the member's axial stiffness — the spring constant of a bar — which is what lets you treat a truss member as a spring in indeterminate problems.

Worked Example: Stepped Bar Elongation

A steel bar ($E = 200$ GPa) carries a 60 kN tensile load. Segment 1 is 800 mm long with 400 mm² area; segment 2 is 500 mm long with 250 mm² area. Find the total elongation and the maximum stress.

Both segments carry the full 60 kN (they are in series), so:

δ1=60,000(800)400(200,000)=4.8×1078.0×107=0.600 mm\delta_1 = \frac{60{,}000(800)}{400(200{,}000)} = \frac{4.8\times10^7}{8.0\times10^7} = 0.600\ \text{mm}

δ2=60,000(500)250(200,000)=3.0×1075.0×107=0.600 mm\delta_2 = \frac{60{,}000(500)}{250(200{,}000)} = \frac{3.0\times10^7}{5.0\times10^7} = 0.600\ \text{mm}

δtotal=0.600+0.600=1.20 mm\delta_{\text{total}} = 0.600 + 0.600 = \boxed{1.20\ \text{mm}}

σmax=60,000250=240 MPa(in the smaller segment)\sigma_{\max} = \frac{60{,}000}{250} = \boxed{240\ \text{MPa}} \quad\text{(in the smaller segment)}

The two segments happen to elongate equally: segment 2 is shorter but proportionally thinner. Maximum stress always occurs at the minimum area, which is why stress concentrations at holes, notches, and fillets govern failure even when the average stress is modest.

Thermal Deformation

δT=αLΔT,εT=αΔT\delta_T = \alpha L\,\Delta T, \qquad \varepsilon_T = \alpha\,\Delta T

Restraint conditionStrainStress
Free to expand$\alpha\Delta T$Zero
Fully restrainedZero net$\sigma = E\alpha\Delta T$
Partially restrainedBetweenBetween

The recurring insight: stress arises from restrained deformation, never from temperature change itself. A bar heated on a frictionless surface develops no stress at all, no matter how hot. And $\sigma = E\alpha\Delta T$ contains no length term — a 200 mm and a 20 m restrained bar reach identical stress for the same temperature rise.

For a bar restrained between rigid supports with both load and temperature change, superpose the two effects and enforce the geometric constraint:

δtotal=PLAE+αLΔT=0    P=αΔTAE\delta_{\text{total}} = \frac{PL}{AE} + \alpha L\Delta T = 0 \;\Rightarrow\; P = -\alpha\,\Delta T\,A E

which is the compatibility equation used in the statically indeterminate worked problem below.

Worked Engineering Problems

Problem 1: Statically Indeterminate Thermal & Mechanical Axial Loading

Scenario: A solid aluminum alloy rod ($E = 70\text{ GPa}$, $\alpha = 23 \times 10^{-6}\text{ /}^\circ\text{C}$, cross-sectional area $A = 400\text{ mm}^2 = 4.0 \times 10^{-4}\text{ m}^2$) is rigidly fixed between two unyielding walls separated by length $L = 1.2\text{ m}$. Initially, the rod is stress-free at temperature $T_1 = 20^\circ\text{C}$. The temperature is then raised to $T_2 = 70^\circ\text{C}$ ($\Delta T = 50^\circ\text{C}$). Determine the compressive normal stress $\sigma$ induced in the rod and the force $P$ exerted against the rigid end supports.

Solution:

  1. Formulate the compatibility condition: Since the rigid end supports do not move, the total displacement must equal zero: δtotal=δthermal+δmechanical=0\delta_{total} = \delta_{thermal} + \delta_{mechanical} = 0

  2. Express thermal elongation and mechanical compression: δthermal=αLΔT\delta_{thermal} = \alpha L \Delta T δmechanical=PLAE=σLE\delta_{mechanical} = - \frac{P L}{A E} = - \frac{\sigma L}{E}

  3. Substitute into compatibility equation: αLΔTσLE=0    σ=EαΔT\alpha L \Delta T - \frac{\sigma L}{E} = 0 \implies \sigma = E \alpha \Delta T

  4. Calculate numerical compressive stress $\sigma$: σ=(70×109 Pa)×(23×106 /C)×(50C)\sigma = (70 \times 10^9\text{ Pa}) \times (23 \times 10^{-6}\text{ /}^\circ\text{C}) \times (50^\circ\text{C}) σ=70×109×0.00115=8.05×107 Pa=80.5 MPa (compressive)\sigma = 70 \times 10^9 \times 0.00115 = 8.05 \times 10^7\text{ Pa} = 80.5\text{ MPa (compressive)}

  5. Calculate reaction force $P$: P=σA=(80.5×106 N/m2)×(4.0×104 m2)=32,200 N=32.2 kNP = \sigma A = (80.5 \times 10^6\text{ N/m}^2) \times (4.0 \times 10^{-4}\text{ m}^2) = 32,200\text{ N} = 32.2\text{ kN}


Test Your Knowledge

A solid circular structural steel rod with elastic modulus E = 200 GPa, length L = 2.0 m, and diameter d = 20 mm is subjected to an axial tensile force P = 50 kN. What is the total axial elongation delta of the rod?

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