Strain and Hooke's Law

Learning Objectives

  • Understand the definitions and concepts of normal strain, shear strain, and thermal strain.
  • Relate stress to strain using Hooke's Law for 1D, 2D (plane stress), and 3D states.
  • Differentiate between engineering strain and true strain.
  • Apply Generalized Hooke's Law and understand elastic constants (E,G,ν,KE, G, \nu, K).
  • Determine principal strains using strain transformation equations and strain rosettes.

Strain represents the intensity of deformation experienced by a material under load. While stress describes the internal force intensity, strain quantifies the geometric distortion. The relationship between stress and strain is foundational to solid mechanics and is governed by Hooke's Law.

Types of Strain

Normal Strain

Also known as axial strain, it is the deformation per unit length.

Normal Strain (\epsilon)

It is a dimensionless quantity, although it is often expressed in terms of mm/mm\text{mm/mm}, in/in\text{in/in}, or microstrain (μϵ\mu\epsilon).

Sign Convention:

  • Positive (+): Tensile strain (elongation).
  • Negative (-): Compressive strain (contraction).

Normal Strain Equation

Calculates the normal strain given the total change in length (δ\delta) and the original, undeformed length (L0L_0).

ϵ=δL0\epsilon = \frac{\delta}{L_0}

Variables

SymbolDescriptionUnit
ϵ\epsilonNormal strainunitless
δ\deltaTotal change in lengthm
L0L_0Original undeformed lengthm

Shear Strain

The change in shape (angle) of a material element, defined as the change in the initial right angle between two perpendicular line segments, measured in radians.

Shear Strain (\gamma)

Unlike normal strain which changes the length of a material, shear strain changes the shape of a material element. For small deformations, tanγγ\tan \gamma \approx \gamma.

Shear Strain Equation

Calculates the shear strain given the shear deformation (δs\delta_s) and the length (LL) over which the deformation occurs.

γ=δsLtanγ\gamma = \frac{\delta_s}{L} \approx \tan \gamma

Variables

SymbolDescriptionUnit
γ\gammaShear strainrad
δs\delta_sShear deformationm
LLLength over which the deformation occursm

Thermal Strain

The deformation per unit length caused by a change in temperature, independent of applied stress.

Thermal Strain (\epsilon_T)

When a material undergoes a temperature change, it expands or contracts. If unconstrained, this results in thermal strain. It is directly proportional to the temperature change.

Thermal Strain Equation

Calculates the strain due to a temperature change.

ϵT=αΔT\epsilon_T = \alpha \Delta T

Variables

SymbolDescriptionUnit
ϵT\epsilon_TThermal strainunitless
α\alphaCoefficient of Thermal Expansion1/C1/^\circ C
ΔT\Delta TChange in temperatureC^\circ C

Total strain is the sum of mechanical (stress-induced) and thermal strains.

Engineering vs. True Strain

Engineering Strain

Strain calculated using the original, undeformed dimensions of the specimen.

True Strain

Strain calculated using the instantaneous dimensions of the specimen as it deforms.

Differences Between Strains

  • Engineering Strain (ee): Easy to compute, used for most engineering applications where deformations are small. Computed as e=δ/L0e = \delta / L_0.
  • True Strain (ϵ\epsilon): More accurate for large deformations (like necking in a tensile test). Computed by integrating the incremental strain over the current length: ϵ=L0LdLL=ln(L/L0)\epsilon = \int_{L_0}^{L} \frac{dL}{L} = \ln(L/L_0).

For small strains (typically less than 5%5\%), engineering strain and true strain are virtually identical.

Constitutive Relations

Hooke's Law

For linear elastic materials, stress is directly proportional to strain within the elastic limit.

Hooke's Law (1D)

This fundamental relationship was discovered by Robert Hooke in 1676. It applies to both normal and shear stress.

Modulus of Elasticity (E)

Also known as Young's Modulus, it represents the stiffness of the material under normal stress.

Normal Hooke's Law

Relates normal stress (σ\sigma) to normal strain (ϵ\epsilon) using the Modulus of Elasticity (EE). For example, E200 GPaE \approx 200 \text{ GPa} for steel.

σ=Eϵ\sigma = E \epsilon

Variables

SymbolDescriptionUnit
σ\sigmaNormal stressPa
EEModulus of ElasticityPa
ϵ\epsilonNormal strainunitless

Modulus of Rigidity (G)

Also known as Shear Modulus, it represents the stiffness of the material under shear stress.

Shear Hooke's Law

Relates shear stress (τ\tau) to shear strain (γ\gamma) using the Modulus of Rigidity (GG).

τ=Gγ\tau = G \gamma

Variables

SymbolDescriptionUnit
τ\tauShear stressPa
GGModulus of RigidityPa
γ\gammaShear strainrad

Poisson's Ratio (\nu)

The ratio of transverse strain to longitudinal strain when a material is subjected to axial loading.

Poisson's Ratio (\nu)

When a material is stretched in one direction (longitudinal), it tends to contract in the transverse directions. For most isotropic engineering materials, 0ν0.50 \le \nu \le 0.5. For example, steel has ν0.3\nu \approx 0.3, while rubber is nearly incompressible with ν0.5\nu \approx 0.5.

Poisson's Ratio Equation

Calculates Poisson's Ratio (ν\nu) using the transverse strain (ϵtransverse\epsilon_{\text{transverse}}) and longitudinal strain (ϵlongitudinal\epsilon_{\text{longitudinal}}).

ν=ϵtransverseϵlongitudinal\nu = -\frac{\epsilon_{\text{transverse}}}{\epsilon_{\text{longitudinal}}}

Variables

SymbolDescriptionUnit
ν\nuPoisson's Ratiounitless
ϵtransverse\epsilon_{\text{transverse}}Transverse strainunitless
ϵlongitudinal\epsilon_{\text{longitudinal}}Longitudinal strainunitless

Relationship between Elastic Constants

The Modulus of Elasticity (EE), Modulus of Rigidity (GG), and Poisson's ratio (ν\nu) are related by the following equation for isotropic materials:

Elastic Constants Relationship

Relates the three fundamental isotropic material properties.

G=E2(1+ν)G = \frac{E}{2(1 + \nu)}

Variables

SymbolDescriptionUnit
GGModulus of RigidityPa
EEModulus of ElasticityPa
ν\nuPoisson's Ratiounitless

Generalized Hooke's Law

Generalized Hooke's Law (Multiaxial Loading)

For a material subjected to stresses in three mutually perpendicular directions (σx\sigma_x, σy\sigma_y, σz\sigma_z), the strain in any one direction is affected by the Poisson effect from the stresses in the other two directions. This is the Generalized Hooke's Law for triaxial loading.

These equations are essential for analyzing stresses in complex 3D states, such as in pressure vessels or near stress concentrations.

Generalized Hooke's Law (Triaxial)

Calculates the strains (ϵx,ϵy,ϵz\epsilon_x, \epsilon_y, \epsilon_z) given the normal stresses in all three directions.

ϵx=σxEνσyEνσzEϵy=σyEνσxEνσzEϵz=σzEνσxEνσyE\begin{aligned} \epsilon_x &= \frac{\sigma_x}{E} - \frac{\nu \sigma_y}{E} - \frac{\nu \sigma_z}{E} \\ \epsilon_y &= \frac{\sigma_y}{E} - \frac{\nu \sigma_x}{E} - \frac{\nu \sigma_z}{E} \\ \epsilon_z &= \frac{\sigma_z}{E} - \frac{\nu \sigma_x}{E} - \frac{\nu \sigma_y}{E} \end{aligned}

Variables

SymbolDescriptionUnit
ϵx,ϵy,ϵz\epsilon_x, \epsilon_y, \epsilon_zNormal strains in the x, y, and z directionsunitless
σx,σy,σz\sigma_x, \sigma_y, \sigma_zNormal stresses in the x, y, and z directionsPa
EEModulus of ElasticityPa
ν\nuPoisson's Ratiounitless

Generalized Hooke's Law (Plane Stress)

Often, structural members (like thin plates or pressure vessels) are subjected to forces in only two directions. This is a Plane Stress condition, where the stress in the third dimension (e.g., the zz-direction) is zero (σz=0,τxz=τyz=0\sigma_z = 0, \tau_{xz} = \tau_{yz} = 0).

The generalized Hooke's Law equations simplify for plane stress:

Generalized Hooke's Law (Plane Stress)

Calculates the strains when one principal stress is zero. Notice there is still a normal strain in the zz-direction due to the Poisson effect.

ϵx=1E(σxνσy)ϵy=1E(σyνσx)ϵz=νE(σx+σy)\begin{aligned} \epsilon_x &= \frac{1}{E} (\sigma_x - \nu \sigma_y) \\ \epsilon_y &= \frac{1}{E} (\sigma_y - \nu \sigma_x) \\ \epsilon_z &= -\frac{\nu}{E} (\sigma_x + \sigma_y) \end{aligned}

Variables

SymbolDescriptionUnit
ϵx,ϵy,ϵz\epsilon_x, \epsilon_y, \epsilon_zNormal strains in the x, y, and z directionsunitless
σx,σy\sigma_x, \sigma_yNormal stresses in the x and y directionsPa
EEModulus of ElasticityPa
ν\nuPoisson's Ratiounitless

Volumetric Strain (\epsilon_v)

The change in volume per unit original volume, also known as dilatation.

Isotropic vs. Anisotropic Materials

The elastic constants (E,G,ν,KE, G, \nu, K) discussed previously assume the material is isotropic, meaning its mechanical properties are the same in all directions (e.g., steel, aluminum).

  • Orthotropic Materials: Have different mechanical properties along three mutually perpendicular axes (e.g., wood, rolled metals). Wood is much stronger along the grain than across it.
  • Anisotropic Materials: Have different mechanical properties in all directions (e.g., complex composites).

Volumetric Strain and Bulk Modulus

The volumetric strain can be related to the principal stresses and elastic constants. The Bulk Modulus (KK) relates the hydrostatic stress to the volumetric strain.

Volumetric Strain Equation

Calculates volumetric strain as the sum of normal strains in three orthogonal directions.

ϵv=ϵx+ϵy+ϵz=12νE(σx+σy+σz)\epsilon_v = \epsilon_x + \epsilon_y + \epsilon_z = \frac{1 - 2\nu}{E} (\sigma_x + \sigma_y + \sigma_z)

Variables

SymbolDescriptionUnit
ϵv\epsilon_vVolumetric strainunitless
ϵx,ϵy,ϵz\epsilon_x, \epsilon_y, \epsilon_zNormal strains in the x, y, and z directionsunitless
ν\nuPoisson's Ratiounitless
EEModulus of ElasticityPa
σx,σy,σz\sigma_x, \sigma_y, \sigma_zNormal stresses in the x, y, and z directionsPa

Bulk Modulus Equation

Relates the Bulk Modulus (KK) to the Modulus of Elasticity (EE) and Poisson's ratio (ν\nu).

K=E3(12ν)K = \frac{E}{3(1 - 2\nu)}

Variables

SymbolDescriptionUnit
KKBulk ModulusPa
EEModulus of ElasticityPa
ν\nuPoisson's Ratiounitless

Strain Transformation and Strain Rosettes

Plane Strain Transformation

Similar to plane stress transformation, the strains measured at a specific point on a surface can be transformed to determine the strains along different coordinate axes oriented at an angle θ\theta relative to the original xx-yy axes.

These equations allow us to find the Principal Strains (maximum and minimum normal strains, where shear strain is zero) using a method identical to Mohr's Circle for stress, merely by substituting normal strain (ϵ\epsilon) for normal stress (σ\sigma) and half-shear strain (γ/2\gamma/2) for shear stress (τ\tau).

Plane Strain Transformation Equations

Transforms strains (ϵx,ϵy,γxy\epsilon_x, \epsilon_y, \gamma_{xy}) to an arbitrary angle θ\theta.

ϵx=ϵx+ϵy2+ϵxϵy2cos(2θ)+γxy2sin(2θ)ϵy=ϵx+ϵy2ϵxϵy2cos(2θ)γxy2sin(2θ)γxy2=ϵxϵy2sin(2θ)+γxy2cos(2θ)\begin{aligned} \epsilon_{x'} &= \frac{\epsilon_x + \epsilon_y}{2} + \frac{\epsilon_x - \epsilon_y}{2}\cos(2\theta) + \frac{\gamma_{xy}}{2}\sin(2\theta) \\ \epsilon_{y'} &= \frac{\epsilon_x + \epsilon_y}{2} - \frac{\epsilon_x - \epsilon_y}{2}\cos(2\theta) - \frac{\gamma_{xy}}{2}\sin(2\theta) \\ \frac{\gamma_{x'y'}}{2} &= -\frac{\epsilon_x - \epsilon_y}{2}\sin(2\theta) + \frac{\gamma_{xy}}{2}\cos(2\theta) \end{aligned}

Variables

SymbolDescriptionUnit
ϵx,ϵy\epsilon_{x'}, \epsilon_{y'}Normal strains transformed to the x' and y' axesunitless
ϵx,ϵy\epsilon_x, \epsilon_yOriginal normal strains in the x and y directionsunitless
γxy\gamma_{x'y'}Shear strain transformed to the x'-y' axesrad
γxy\gamma_{xy}Original shear strain in the x-y planerad
θ\thetaAngle of transformationrad or degrees

Strain Rosette

A specific arrangement of three or more strain gauges used to measure the complete state of strain (two normal strains and one shear strain) on a free surface.

Strain Rosettes

In experimental stress analysis, electrical resistance strain gauges are bonded to the surface of a loaded part. However, a single strain gauge can only measure normal strain along its specific axis; it cannot measure shear strain.

Because the complete state of strain requires three independent values (ϵx\epsilon_x, ϵy\epsilon_y, and γxy\gamma_{xy}), we must use three strain gauges arranged in a specific pattern, known as a Strain Rosette. By measuring the normal strain in three known directions (θa\theta_a, θb\theta_b, θc\theta_c), we can set up a system of three transformation equations to solve for the unknown 2D strain state.

The most common arrangement is the 4545^\circ Rectangular Rosette:

  • Gauge A aligned at θ=0\theta = 0^\circ (ϵa=ϵx\epsilon_a = \epsilon_x)
  • Gauge B aligned at θ=45\theta = 45^\circ
  • Gauge C aligned at θ=90\theta = 90^\circ (ϵc=ϵy\epsilon_c = \epsilon_y)

From these three readings, the in-plane shear strain can be derived.

Shear Strain from Rectangular Rosette

Derives the in-plane shear strain (γxy\gamma_{xy}) from a 4545^\circ rectangular rosette.

γxy=2ϵb(ϵa+ϵc)\gamma_{xy} = 2\epsilon_b - (\epsilon_a + \epsilon_c)

Variables

SymbolDescriptionUnit
γxy\gamma_{xy}In-plane shear strainrad
ϵa,ϵb,ϵc\epsilon_a, \epsilon_b, \epsilon_cNormal strains measured by gauges A, B, and Cunitless
Key Takeaways
  • Normal strain (ϵ\epsilon) changes length, while shear strain (γ\gamma) changes shape (angle).
  • Hooke's Law: Relates stress and strain linearly via the Modulus of Elasticity (EE) for normal stress and Modulus of Rigidity (GG) for shear stress.
  • Poisson's Ratio (ν\nu): Quantifies the transverse contraction (or expansion) that occurs alongside longitudinal stretching (or compression).
  • Elastic Constants: The relationship G=E/[2(1+ν)]G = E / [2(1+\nu)] links the three fundamental isotropic material properties.
  • Generalized Hooke's Law: Extends Hooke's Law to 3D states of stress, accounting for the Poisson effect across all principal axes.
  • Volumetric Strain is the sum of the normal strains in three orthogonal directions.
  • Strain Transformation: Determines principal strains and maximum shear strains on arbitrary planes, fully analogous to Mohr's Circle for stress.
  • Strain Rosettes: A configuration of three strain gauges used in experimental mechanics to completely define the in-plane strain state (ϵx,ϵy,γxy\epsilon_x, \epsilon_y, \gamma_{xy}) on the surface of a structure.