Stress and Strain Basics

Stress is internal force intensity
σ=P/A\sigma=P/A
(normal) or
τ=V/A\tau=V/A
(shear). Strain is relative deformation
ε=δ/L\varepsilon=\delta/L
or
γ=δs/L\gamma=\delta_s/L
. The engineering stress–strain curve (RK Bansal / GATE SOM) defines elastic limit, yield, UTS, and fracture; true stress–strain accounts for instantaneous area.

Key formulas & points

Skim these first — then read the full notes below.

  • Normal stress: σ=PA\sigma=\dfrac{P}{A} — tensile (positive) or compressive; SI unit N/m2=Pa\mathrm{N/m^2}=\mathrm{Pa} (often MPa).
  • Shear stress: τ=VA\tau=\dfrac{V}{A} on a plane parallel to the force.
  • Normal strain: ε=δL=ΔLL\varepsilon=\dfrac{\delta}{L}=\dfrac{\Delta L}{L} (dimensionless); shear strain γtanθ\gamma\approx\tan\theta (or γθ\gamma\approx\theta in radians) for small angles.
  • Hooke’s region: σ=Eε\sigma=E\varepsilon until proportional limit; EE = Young’s modulus.
  • Engineering vs true: σeng=P/A0\sigma_{\mathrm{eng}}=P/A_0 (original area), σtrue=P/Ainst\sigma_{\mathrm{true}}=P/A_{\mathrm{inst}} (instantaneous area), εtrue=ln(L/L0)\varepsilon_{\mathrm{true}}=\ln(L/L_0).
  • Poisson’s ratio: ν=εlat/εlong\nu=-\varepsilon_{\mathrm{lat}}/\varepsilon_{\mathrm{long}} (typically 0.250.250.330.33 for metals).
  • Factor of safety: FoS=σallow/σworking\mathrm{FoS}=\sigma_{\mathrm{allow}}/\sigma_{\mathrm{working}} (or based on yield/UTS as specified).

Topic details

Definition and physical meaning

Stress is the intensity of internal forces that develop within a body to resist external loads. At a cut section, resolve the resultant into a normal component PP (perpendicular to the section) and a shear (tangential) component VV.
Normal (direct) stress
σ=PA\sigma=\frac{P}{A}

- Tension: fibres elongate; conventionally σ>0\sigma>0.
- Compression: fibres shorten; σ<0\sigma<0 (or reported as compressive magnitude).
Shear stress
τ=VA\tau=\frac{V}{A}

where AA is the area of the plane parallel to VV.
Strain measures deformation relative to original size:
ε=δL=LL0L0(normal)\varepsilon=\frac{\delta}{L}=\frac{L-L_0}{L_0}\qquad\text{(normal)}

γ=δsLθ(θ in radians, small)\gamma=\frac{\delta_s}{L}\approx\theta\quad(\theta\text{ in radians, small)}
Physical parameters
Symbol
Meaning
SI unit
PP, VV
Axial / shear force
N\mathrm{N}
AA
Cross-sectional area
m2\mathrm{m^2}
σ\sigma, τ\tau
Normal / shear stress
Pa\mathrm{Pa} (N/m2\mathrm{N/m^2})
δ\delta, LL
Elongation / length
m\mathrm{m}
ε\varepsilon, γ\gamma
Normal / shear strain
— (dimensionless)
EE
Young’s modulus
Pa\mathrm{Pa}
ν\nu
Poisson’s ratio
Practical unit: 1MPa=106Pa=1N/mm21\,\mathrm{MPa}=10^6\,\mathrm{Pa}=1\,\mathrm{N/mm^2}.

Fig 10.1 — Normal stress σ acts perpendicular to the cut area; shear stress τ acts parallel. Bending σ is linear in y; torsion τ is zero at the centre and maximum at the outer fibre.

Schematic diagram for study — aligned with standard B.Tech / GATE syllabus.

Loading types and corresponding stresses. Reference table — axial, shear, bending, and torsion with stress distributions (RK Bansal / standard SOM convention).

Core assumptions (state these in exams)

1. Continuum — material is continuous; stress/strain defined at a point as averages over a small area/volume.
2. Homogeneous and isotropic unless anisotropy is stated (composites, wood).
3. Uniform stress on the section for simple axial/shear formulas (Saint-Venant: valid away from load application points).
4. Small deformations — geometry based on undeformed dimensions (engineering stress/strain).
5. Plane sections remain plane for elementary bar theory.
6. Quasi-static loading — inertia neglected; no wave propagation.
7. Temperature constant unless thermal strain is included separately.
If the bar is tapered or stepped, σ=P/A(x)\sigma=P/A(x) varies; integrate for elongation rather than using a single AA.

Engineering stress–strain curve

A standard tensile test plots engineering stress σ=P/A0\sigma=P/A_0 versus engineering strain ε=δ/L0\varepsilon=\delta/L_0.
Key points on the curve (mild steel)
1. Proportional limit — end of linear σ\sigmaε\varepsilon; Hooke’s law holds.
2. Elastic limit — unloading returns to zero permanent set (nearly coincides with proportional limit for many metals).
3. Yield point (upper/lower for mild steel) — large strain at nearly constant stress; σy=Py/A0\sigma_y=P_y/A_0.
4. Ultimate tensile strength (UTS) — maximum engineering stress; σu=Pmax/A0\sigma_u=P_{\max}/A_0.
5. Fracture / breaking point — specimen separates; engineering stress falls after necking because A0A_{0} is fixed while PP drops.
Ductile vs brittle
- Ductile (mild steel, Al): large plastic strain, clear yield, necking.
- Brittle (cast iron, concrete in tension): little plasticity; fracture near elastic limit.
True stress and true strain
σtrue=PAinstεtrue=L0LdLL=ln(LL0)\sigma_{\mathrm{true}}=\frac{P}{A_{\mathrm{inst}}}\qquad\varepsilon_{\mathrm{true}}=\int_{L_0}^{L}\frac{dL}{L}=\ln\left(\frac{L}{L_0}\right)

Before necking (volume constancy AL=A0L0A L = A_{0} L_{0}):
σtrue=σeng(1+εeng)\sigma_{\mathrm{true}}=\sigma_{\mathrm{eng}}(1+\varepsilon_{\mathrm{eng}})

Fig 1.1 — Tension test curve, mild steel (ductile)

O → A
Proportional limit — σ = Eε, slope = E (Young's modulus).
B
Elastic limit — max stress with full recovery on unloading.
B → C
Yield plateau — upper/lower yield (mild steel).
C → D
Strain hardening — stress rises to ultimate σᵤ.
D
Ultimate tensile strength — necking begins.
E
Fracture point — specimen separates.

Schematic diagram for study — aligned with standard B.Tech / GATE syllabus.

Engineering stress–strain curve for mild steel. Typical ductile curve with proportional limit, yield plateau, strain hardening, ultimate strength, and fracture.

Types of loading and stress states

Axial (tensile/compressive): uniform σ=P/A\sigma=P/A on a transverse section (ideal bar).
Shear (single/double): rivet or pin; τ=P/A\tau=P/A or P(2A)\frac{P}{(2A)} for double shear.
Bearing / crushing: contact pressure
σb=P/(dt)\sigma_b=P/(d\cdot t)
for a pin in a plate of thickness tt.
Bending: normal stress varies linearly over depth (flexure formula — separate module).
Torsion: shear stress varies with radius in circular shafts.
Combined loading: use superposition in the elastic range; principal stresses via Mohr’s circle when both σ\sigma and τ\tau act.
Volumetric strain (small strain, isotropic):
εv=εx+εy+εz\varepsilon_v=\varepsilon_x+\varepsilon_y+\varepsilon_z

For uniaxial stress with Poisson effect:
εv=ε(12ν)\varepsilon_v=\varepsilon(1-2\nu)

Bulk modulus relates hydrostatic pressure to volumetric strain:
K=p/εvK=-p/\varepsilon_v
.

Poisson’s ratio and lateral strain

When a bar is stretched longitudinally, it contracts laterally:
ν=εlateralεlongitudinal\nu=-\frac{\varepsilon_{\mathrm{lateral}}}{\varepsilon_{\mathrm{longitudinal}}}
For uniaxial tension σx\sigma_x (others free):
εx=σxE,εy=εz=νσxE\varepsilon_x=\frac{\sigma_x}{E},\qquad\varepsilon_y=\varepsilon_z=-\nu\frac{\sigma_x}{E}
Limits: theoretically 1<ν<0.5-1<\nu<0.5 for isotropic stable solids; metals ν0.25\nu\approx 0.250.330.33; rubber 0.5\approx 0.5 (nearly incompressible).
Exam note: If ν=0.5\nu=0.5 and plastic incompressible flow is assumed, εv=0\varepsilon_v=0.

Step-by-step problem approach

1. Identify load type: axial, shear, bearing, or combined.
2. Draw FBD; find internal PP or VV on the critical section.
3. Compute area carefully — A=πd2/4A=\pi d^2/4 (not πr2\pi r^2 with dd), hollow, or net area after holes.
4. σ=P/A\sigma=P/A or τ=V/A\tau=V/A; convert to MPa.
5. For deformation: δ=PL/(AE)\delta=PL/(AE) in the elastic range (Hooke).
6. On stress–strain questions: locate the described point (yield, UTS, fracture).
7. Check units: N and mm² → MPa directly; N and m² → Pa, then ÷ 10610^6 for MPa.
8. State assumptions (uniform stress, small strain, elastic).

Common mistakes in exams

• Using radius in A=πd2/4A=\pi d^2/4, or diameter in A=πr2A=\pi r^2, or forgetting the /4/4.
• Confusing engineering stress with true stress after necking.
• Mixing N/mm² and N/m² (factor 10610^6).
• Applying σ=P/A\sigma=P/A at a stress concentration without a factor KtK_{t}.
• Taking double-shear area as AA instead of 2A2A.
• Reporting strain with units (strain is dimensionless).
• Using ultimate stress as allowable without dividing by FoS.

Worked examples

Try the problem first — open the solution when you are ready to check.

Axial stress and strain in a steel rod

Problem

A steel rod has diameter d=20mmd=20\,\mathrm{mm}, length L=1.5mL=1.5\,\mathrm{m}, and carries axial tension P=40kNP=40\,\mathrm{kN}. Take E=200GPaE=200\,\mathrm{GPa}. Find stress σ\sigma, strain ε\varepsilon, and elongation δ\delta.

Solution

Formulas (Indian textbook notation)

  • A=πd24=π(20)24=314.16mm2A=\frac{\pi d^2}{4}=\frac{\pi(20)^2}{4}=314.16\,\mathrm{mm^2}

Formulas (Indian textbook notation)

  • σ=PA=40×103314.16=127.3N/mm2=127.3MPa\sigma=\frac{P}{A}=\frac{40\times 10^3}{314.16}=127.3\,\mathrm{N/mm^2}=127.3\,\mathrm{MPa}

Formulas (Indian textbook notation)

  • ε=σE=127.3200×103=6.365×104\varepsilon=\frac{\sigma}{E}=\frac{127.3}{200\times 10^3}=6.365\times 10^{-4}

Formulas (Indian textbook notation)

  • δ=εL=(6.365×104)(1500)=0.955mm\delta=\varepsilon L=(6.365\times 10^{-4})(1500)=0.955\,\mathrm{mm}
Alternatively:
δ=PLAE=(40×103)(1500)314.16×(200×103)=0.955mm\delta=\dfrac{PL}{AE}=\dfrac{(40\times 10^3)(1500)}{314.16\times(200\times 10^3)}=0.955\,\mathrm{mm}

Single vs double shear in a pin

Problem

A pin of diameter d=12mmd=12\,\mathrm{mm} connects a clevis joint transmitting P=18kNP=18\,\mathrm{kN}. Find shear stress for (a) single shear and (b) double shear.

Reading the stress–strain curve

Problem

A mild-steel specimen has A0=100mm2A_0=100\,\mathrm{mm^2}. Yield load Py=25kNP_y=25\,\mathrm{kN}, maximum load Pmax=40kNP_{\max}=40\,\mathrm{kN}, fracture load Pf=32kNP_f=32\,\mathrm{kN}. Gauge length L0=50mmL_0=50\,\mathrm{mm}; elongation at fracture δf=12mm\delta_f=12\,\mathrm{mm}. Find σy\sigma_y, σu\sigma_u, and fracture strain.

Practice questions

Most-asked interview and GATE questions for this topic — expand any item for a model answer.

  1. 1
    Define normal stress and shear stress. Give SI units.

    Model answer

    Normal stress σ=P/A\sigma=P/A acts perpendicular to a section; shear stress τ=V/A\tau=V/A (or FA\frac{F}{A}) acts tangent to the section. Both have SI unit N/m2\mathrm{N/m^2} or Pa\mathrm{Pa} (often MPa\mathrm{MPa} in SOM).
  2. 2
    What is the difference between engineering stress and true stress?

    Model answer

    Engineering stress uses original area A0A_{0}: σeng=P/A0\sigma_{\mathrm{eng}}=P/A_0. True stress uses instantaneous area AA: σtrue=P/A\sigma_{\mathrm{true}}=P/A. After necking, true stress keeps rising while engineering stress falls.
  3. 3
    Define longitudinal and lateral strain. How are they related by Poisson’s ratio?

    Model answer

    Longitudinal strain εl=δL/L\varepsilon_l=\delta L/L; lateral strain εlat=δd/d\varepsilon_{\mathrm{lat}}=\delta d/d. Poisson’s ratio ν=εlat/εl\nu=-\varepsilon_{\mathrm{lat}}/\varepsilon_l (negative sign because lateral strain is opposite in sense for uniaxial tension).
  4. 4
    State Hooke’s law in uniaxial form and the range of validity.

    Model answer

    σ=Eε\sigma=E\varepsilon within the elastic (proportional) limit. Beyond that, stress–strain is nonlinear; unloading may leave permanent set.
  5. 5
    What is volumetric strain? Express it for a cube under hydrostatic pressure.

    Model answer

    Volumetric strain εv=ΔV/V=εx+εy+εz\varepsilon_v=\Delta V/V=\varepsilon_x+\varepsilon_y+\varepsilon_z. Under hydrostatic pressure pp, εv=p/K\varepsilon_v=-p/K, where KK is the bulk modulus.
  6. 6
    Define modulus of elasticity, modulus of rigidity, and bulk modulus.

    Model answer

    E=σ/εE=\sigma/\varepsilon (direct stress/strain); G=τ/γG=\tau/\gamma (shear); K=p/(ΔV/V)K=-p/(\Delta V/V) (volumetric). All have units of stress (Pa\mathrm{Pa}).
  7. 7
    Write the relation connecting EE, GG, and ν\nu.

    Model answer

    E=2G(1+ν)E=2G(1+\nu). Also E=3K(12ν)E=3K(1-2\nu) and E=9KG(3K+G)E = \frac{9KG}{(3K+G)}.
  8. 8
    What is factor of safety? How is allowable stress obtained?

    Model answer

    Factor of safety (FoS) =σfailure/σallowable=\sigma_{\mathrm{failure}}/\sigma_{\mathrm{allowable}}. Allowable (working) stress =σultimate/FoS=\sigma_{\mathrm{ultimate}}/\mathrm{FoS} (brittle) or σyield/FoS\sigma_{\mathrm{yield}}/\mathrm{FoS} (ductile design).
  9. 9
    Differentiate ductile and brittle materials using the stress–strain curve.

    Model answer

    Ductile materials show large plastic strain before fracture (clear yield, necking). Brittle materials fail with little plastic deformation; fracture stress is close to ultimate with small elongation.
  10. 10
    What is resilience and toughness?

    Model answer

    Resilience: ability to absorb energy in the elastic range (area under σ\sigmaε\varepsilon up to elastic limit). Toughness: total energy to fracture (entire area under the curve to rupture).
  11. 11
    Explain proof resilience and modulus of resilience.

    Model answer

    Proof resilience is maximum elastic strain energy stored in a body. Modulus of resilience is proof resilience per unit volume: Ur=σy2/(2E)U_r=\sigma_y^2/(2E) for linear elastic behaviour up to yield.
  12. 12
    What is complementary shear stress? Why must it exist?

    Model answer

    On mutually perpendicular planes, shear stresses are equal in magnitude and form a couple pair. Equilibrium of moments on a differential element requires complementary shear; otherwise the element would spin.
  13. 13
    Define principal stresses. What is the shear stress on a principal plane?

    Model answer

    Principal stresses are the maximum and minimum normal stresses on planes where shear stress is zero. On a principal plane, τ=0\tau=0 by definition.
  14. 14
    State the maximum shear stress in terms of principal stresses for plane stress.

    Model answer

    τmax=(σ1σ2)/2\tau_{\max}=(\sigma_1-\sigma_2)/2 in the plane. If σ1\sigma_1 and σ2\sigma_2 have opposite signs, this is also the absolute maximum; if both same sign, compare with σ1/2\sigma_1/2 or σ2/2\sigma_2/2 (out-of-plane).
  15. 15
    What is thermal stress? When does it develop?

    Model answer

    Thermal strain εT=αΔT\varepsilon_T=\alpha\Delta T. If free expansion is fully/partially constrained, stress develops: for full constraint σ=EαΔT\sigma=E\alpha\Delta T (compressive on heating for fixed ends). No thermal stress if free to expand.

Exams & GATE

  • 1
    Textbook: RK Bansal Ch. 1–2 / Strength of Materials.
  • 2
    Always state whether stress is engineering or true.
  • 3
    Prefer consistent units: N with mm² gives MPa directly (1MPa=1N/mm21\,\mathrm{MPa}=1\,\mathrm{N/mm^2}). If you mix m², convert carefully (1m2=106mm21\,\mathrm{m^2}=10^6\,\mathrm{mm^2}).
  • 4
    GATE favourites: stress–strain curve point identification, Poisson effect on volume, and elastic vs plastic regions.

📖 Standard books (India)

  • Strength of MaterialsRK Bansal

    Read: Ch. 1–2

    SOM — beams, torsion, columns, and deflection