7.2 Bernoulli Equation and Mechanical Energy Balance
Key Takeaways
- Bernoulli along a streamline for steady, incompressible, inviscid, no-shaft-work flow: P/ρ + v²/2 + gz = constant (or head form P/(ρg) + v²/(2g) + z = constant).
- Ideal Bernoulli neglects friction and pump/turbine work; real lines need a mechanical energy balance with loss head h_f and pump head h_p.
- Velocity head v²/(2g) and elevation head z trade with pressure head P/(ρg) when diameter or height changes.
- Limitations: unsteady flow, strong compressibility, multiphase mixtures, and large irreversibilities invalidate the simple constant-Bernoulli idealization.
- On UPDA Domain C, start from ideal Bernoulli for intuition, then add friction and shaft work when the stem mentions losses, roughness, or pumps.
7.2 Bernoulli Equation and Mechanical Energy Balance
Quick Answer: Ideal Bernoulli: P/ρ + v²/2 + g z = constant along a streamline (steady, incompressible, frictionless, no shaft work). Head form: P/(ρg) + v²/(2g) + z = constant. Real systems use a mechanical energy balance with pump head and friction head added.
Section 7.1 gave velocity and Re. This section converts those velocities into pressure and elevation trade-offs—the core of tank draining, orifice intuition, and pump-required-head thinking on Domain C of the UPDA/MMUP Chemical exam.
Bernoulli Equation Along a Streamline
For a fluid particle moving along a streamline, under the classical restrictions listed below, mechanical energy per unit mass is conserved:
P/ρ + v²/2 + g z = constant
Between two points (1) and (2):
P₁/ρ + v₁²/2 + g z₁ = P₂/ρ + v₂²/2 + g z₂
Head Form (Meters of Fluid)
Divide by g:
P/(ρ g) + v²/(2 g) + z = constant
| Term | Name | SI unit (head form) | Meaning |
|---|---|---|---|
| P/(ρ g) | Pressure head | m | Pressure expressed as fluid column height |
| v²/(2 g) | Velocity head | m | Kinetic energy per weight |
| z | Elevation head | m | Height above a chosen datum |
Energy per unit mass form uses J/kg (= m²/s²): P/ρ, v²/2, g z. Head form uses meters. Do not mix without converting by g.
Classic Assumptions (Memorize the Limits)
| Assumption | What it means | When it fails |
|---|---|---|
| Steady | Properties at a fixed point do not change with time | Filling/emptying tanks (unsteady) |
| Incompressible | ρ constant | High-speed gas, large ΔP gas flow |
| Inviscid / frictionless | No viscous losses | All real pipes (need h_f) |
| No shaft work | No pump or turbine between stations | Pumped circuits |
| Along a streamline | Same streamline or well-mixed 1-D duct model | Strong secondary flows, poorly defined streamlines |
| Negligible heat-to-work coupling | Pure mechanical balance | Large temperature-driven density swings |
Exam rule: If the stem mentions roughness, fittings, long pipe, efficiency, or NPSH, you have left pure Bernoulli and need losses and/or pump work.
Intuition: Trading Heads
| Change | Ideal Bernoulli response |
|---|---|
| Flow through a nozzle (v increases) | Pressure head falls (venturi / Bernoulli effect) |
| Flow into a diffuser (v decreases) | Pressure can recover (ideally) |
| Rise in elevation at constant diameter | Pressure decreases by ~ρ g Δz |
| Free jet to atmosphere | P ≈ P_atm at exit; velocity from height (Torricelli) |
Torricelli’s idealization: Liquid drains from a large open tank (v₁ ≈ 0, P₁ = P₂ = P_atm) through a small orifice at depth h below the free surface: v₂ ≈ √(2 g h). Real orifices need a discharge coefficient C_d < 1 (v_actual ≈ C_d √(2 g h)).
Mechanical Energy Balance with Pump and Friction
Engineering practice writes a steady mechanical energy balance between points 1 and 2 (incompressible, per unit mass):
P₁/ρ + v₁²/2 + g z₁ + w_s = P₂/ρ + v₂²/2 + g z₂ + losses
where w_s is shaft work done on the fluid per unit mass (pump positive; turbine negative) and losses ≥ 0 account for friction and irreversible fittings.
Head Form (Most Common for Piping)
P₁/(ρg) + v₁²/(2g) + z₁ + h_p = P₂/(ρg) + v₂²/(2g) + z₂ + h_f + h_m
| Symbol | Meaning |
|---|---|
| h_p | Pump head added to the fluid (m) |
| h_f | Major friction loss head in straight pipe (m) |
| h_m | Minor loss head from fittings, valves, entrances (m) |
| h_turbine | Sometimes written on the right as extracted head |
Rearranged for required pump head:
h_p = (P₂ − P₁)/(ρ g) + (v₂² − v₁²)/(2 g) + (z₂ − z₁) + h_f + h_m
Reading the formula:
- Pump must overcome static lift (z₂ − z₁), pressure rise, acceleration (velocity head increase), and all losses.
- If discharging to the same pressure and diameter as suction (P₂ ≈ P₁, v₂ ≈ v₁), h_p ≈ Δz + losses.
Worked Example: Ideal Bernoulli Through a Reducer
Problem. Incompressible liquid, ρ = 900 kg/m³. Horizontal pipe (z₁ = z₂), frictionless. Point 1: D₁ = 0.10 m, P₁ = 250 kPa. Point 2: D₂ = 0.05 m. Mean velocity v₁ = 1.5 m/s. Find P₂ (ideal).
Step 1 — Continuity for v₂.
A₂/A₁ = (D₂/D₁)² = 0.25 → v₂ = v₁ / 0.25 = 6.0 m/s
Step 2 — Bernoulli (mass form).
P₁/ρ + v₁²/2 = P₂/ρ + v₂²/2
P₂ = P₁ + ρ (v₁² − v₂²)/2
= 250000 + 900 × (2.25 − 36)/2
= 250000 + 900 × (−33.75)/2
= 250000 + 900 × (−16.875)
= 250000 − 15187.5 ≈ 234.8 kPa
| Station | D (m) | v (m/s) | P (kPa) |
|---|---|---|---|
| 1 | 0.10 | 1.5 | 250 |
| 2 (ideal) | 0.05 | 6.0 | ≈ 235 |
Pressure fell because velocity head rose. With real friction, P₂ would be lower still.
Worked Example: Pump Head with Elevation and Losses
Problem. Pump water (ρ = 1000 kg/m³) from an open tank surface (point 1: P₁ = 1 atm, v₁ ≈ 0, z₁ = 0) to a pressurized vessel nozzle (point 2: P₂ = 1 atm + 150 kPa gauge on the liquid surface is not the nozzle—simplify: discharge into a line where P₂ = 250 kPa abs, v₂ = 2.0 m/s, z₂ = 25 m). Total loss head h_f + h_m = 8 m. Atmospheric pressure at tank = 101 kPa. Find h_p.
Use P₁ = 101 kPa, P₂ = 250 kPa, v₁ = 0, v₂ = 2.0 m/s, z₁ = 0, z₂ = 25 m, losses = 8 m.
h_p = (P₂ − P₁)/(ρ g) + (v₂² − 0)/(2 g) + 25 + 8
(P₂ − P₁)/(ρ g) = (149000)/(1000 × 9.81) ≈ 15.2 m
v₂²/(2 g) = 4 / 19.62 ≈ 0.20 m
h_p ≈ 15.2 + 0.20 + 25 + 8 ≈ 48.4 m
| Contribution | Head (m) |
|---|---|
| Pressure rise | ≈ 15.2 |
| Velocity head | ≈ 0.2 |
| Elevation | 25 |
| Losses | 8 |
| Pump head h_p | ≈ 48.4 |
Elevation and losses dominate; velocity head is often small for liquid lines at a few m/s—but do not drop it automatically if the stem gives high gas or nozzle velocities.
Relating Pump Head to Power (Preview)
Fluid power delivered:
P_fluid = ṁ g h_p = ρ Q g h_p
Shaft power required:
P_shaft = P_fluid / η_pump
(Details and NPSH in Section 7.3.) Bernoulli/mechanical energy gives h_p; efficiency converts head into motor kW.
When Not to Use Bare Bernoulli
| Situation | Better approach |
|---|---|
| Long commercial pipe | Mechanical energy + Darcy friction |
| Many elbows/valves | Add minor-loss K factors |
| Compressible gas with large ΔP/P | Compressible flow relations / isothermal or adiabatic duct models |
| Pump curve matching | System curve (h_p vs Q) vs manufacturer curve |
| Two-phase relief flow | Specialized methods (not ideal Bernoulli alone) |
| Unsteady tank drain over long time | Integral mass balance + quasi-steady Bernoulli |
Link to Thermodynamic Energy Balances
Chapter 4’s open-system first law tracks thermal enthalpy and heat. Bernoulli tracks mechanical terms. For liquids with constant ρ and negligible internal-energy change from friction heating on short exams, mechanical head balances are the right tool for “what pressure and pump head do I need?” Friction ultimately becomes a small temperature rise, usually ignored in hydraulic MCQs.
UPDA Chemical Exam Workflow
- Sketch points 1 and 2; mark P, v, z knowns/unknowns.
- Check assumptions: incompressible? steady? shaft work? losses mentioned?
- If ideal → apply Bernoulli / head equality.
- If pump or friction → write mechanical energy / head balance and solve for h_p or P₂.
- Convert head to pressure with ΔP = ρ g h when needed.
- Keep one datum for z and consistent absolute or consistent gauge pressures (do not mix carelessly).
Common Traps
- Using Bernoulli without losses on a “100 m of commercial steel pipe” stem.
- Forgetting ρ g when converting between Pa and meters of head.
- Setting v = 0 at a nozzle exit (exit velocity is often the unknown).
- Measuring z from inconsistent datums at the two points.
- Treating gauge and absolute pressures inconsistently in (P₂ − P₁).
- Applying incompressible Bernoulli to choked gas flow.
Section 7.3 quantifies h_f via friction factors, estimates ΔP, and covers pump power, efficiency, and NPSH at exam depth.
Which set of conditions is required for the classical Bernoulli equation (P/ρ + v²/2 + gz = constant) between two points without extra terms?
In the head form of the mechanical energy balance, the term v²/(2g) represents:
A pump lifts incompressible liquid to a higher elevation with equal suction and discharge diameters and equal pressure at the two liquid free surfaces. If friction and minor losses are not negligible, the required pump head is best described as: