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.
Last updated: August 2026

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

TermNameSI unit (head form)Meaning
P/(ρ g)Pressure headmPressure expressed as fluid column height
v²/(2 g)Velocity headmKinetic energy per weight
zElevation headmHeight 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)

AssumptionWhat it meansWhen it fails
SteadyProperties at a fixed point do not change with timeFilling/emptying tanks (unsteady)
Incompressibleρ constantHigh-speed gas, large ΔP gas flow
Inviscid / frictionlessNo viscous lossesAll real pipes (need h_f)
No shaft workNo pump or turbine between stationsPumped circuits
Along a streamlineSame streamline or well-mixed 1-D duct modelStrong secondary flows, poorly defined streamlines
Negligible heat-to-work couplingPure mechanical balanceLarge 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

ChangeIdeal 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 diameterPressure decreases by ~ρ g Δz
Free jet to atmosphereP ≈ 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

SymbolMeaning
h_pPump head added to the fluid (m)
h_fMajor friction loss head in straight pipe (m)
h_mMinor loss head from fittings, valves, entrances (m)
h_turbineSometimes 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

StationD (m)v (m/s)P (kPa)
10.101.5250
2 (ideal)0.056.0≈ 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

ContributionHead (m)
Pressure rise≈ 15.2
Velocity head≈ 0.2
Elevation25
Losses8
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

SituationBetter approach
Long commercial pipeMechanical energy + Darcy friction
Many elbows/valvesAdd minor-loss K factors
Compressible gas with large ΔP/PCompressible flow relations / isothermal or adiabatic duct models
Pump curve matchingSystem curve (h_p vs Q) vs manufacturer curve
Two-phase relief flowSpecialized methods (not ideal Bernoulli alone)
Unsteady tank drain over long timeIntegral 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

  1. Sketch points 1 and 2; mark P, v, z knowns/unknowns.
  2. Check assumptions: incompressible? steady? shaft work? losses mentioned?
  3. If ideal → apply Bernoulli / head equality.
  4. If pump or friction → write mechanical energy / head balance and solve for h_p or P₂.
  5. Convert head to pressure with ΔP = ρ g h when needed.
  6. 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.

Test Your Knowledge

Which set of conditions is required for the classical Bernoulli equation (P/ρ + v²/2 + gz = constant) between two points without extra terms?

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B
C
D
Test Your Knowledge

In the head form of the mechanical energy balance, the term v²/(2g) represents:

A
B
C
D
Test Your Knowledge

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:

A
B
C
D