Qwestrum Engineering360 · Mechanical Engineering · Strength of Materials (SOM)
Stress and Strain Basics
Key formulas & points
Skim these first — then read the full notes below.
- Normal stress: — tensile (positive) or compressive; SI unit (often MPa).
- Shear stress: on a plane parallel to the force.
- Normal strain: (dimensionless); shear strain (or in radians) for small angles.
- Hooke’s region: until proportional limit; = Young’s modulus.
- Engineering vs true: (original area), (instantaneous area), .
- Poisson’s ratio: (typically – for metals).
- Factor of safety: (or based on yield/UTS as specified).
Topic details
Definition and physical meaning
- Tension: fibres elongate; conventionally .
- Compression: fibres shorten; (or reported as compressive magnitude).
where is the area of the plane parallel to .
Symbol | Meaning | SI unit |
|---|---|---|
, | Axial / shear force | |
Cross-sectional area | ||
, | Normal / shear stress | () |
, | Elongation / length | |
, | Normal / shear strain | — (dimensionless) |
Young’s modulus | ||
Poisson’s ratio | — |
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)
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.
Engineering stress–strain curve
1. Proportional limit — end of linear –; 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; .
4. Ultimate tensile strength (UTS) — maximum engineering stress; .
5. Fracture / breaking point — specimen separates; engineering stress falls after necking because is fixed while drops.
- Ductile (mild steel, Al): large plastic strain, clear yield, necking.
- Brittle (cast iron, concrete in tension): little plasticity; fracture near elastic limit.
Before necking (volume constancy ):
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
For uniaxial stress with Poisson effect:
Bulk modulus relates hydrostatic pressure to volumetric strain:
Poisson’s ratio and lateral strain
Step-by-step problem approach
2. Draw FBD; find internal or on the critical section.
3. Compute area carefully — (not with ), hollow, or net area after holes.
4. or ; convert to MPa.
5. For deformation: 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 ÷ for MPa.
8. State assumptions (uniform stress, small strain, elastic).
Common mistakes in exams
• Confusing engineering stress with true stress after necking.
• Mixing N/mm² and N/m² (factor ).
• Applying at a stress concentration without a factor .
• Taking double-shear area as instead of .
• Reporting strain with units (strain is dimensionless).
• Using ultimate stress as allowable without dividing by FoS.
Calculator
Axial stress
Result
100N/mm² (MPa)
σ = P/A = 50000 / 500 = 100 N/mm²
Worked examples
Try the problem first — open the solution when you are ready to check.
Axial stress and strain in a steel rod
Problem
Solution
Formulas (Indian textbook notation)
Formulas (Indian textbook notation)
Formulas (Indian textbook notation)
Formulas (Indian textbook notation)
Single vs double shear in a pin
Problem
Reading the stress–strain curve
Problem
Practice questions
Most-asked interview and GATE questions for this topic — expand any item for a model answer.
- 1Define normal stress and shear stress. Give SI units.
Model answer
Normal stress acts perpendicular to a section; shear stress (or ) acts tangent to the section. Both have SI unit or (often in SOM). - 2What is the difference between engineering stress and true stress?
Model answer
Engineering stress uses original area : . True stress uses instantaneous area : . After necking, true stress keeps rising while engineering stress falls. - 3Define longitudinal and lateral strain. How are they related by Poisson’s ratio?
Model answer
Longitudinal strain ; lateral strain . Poisson’s ratio (negative sign because lateral strain is opposite in sense for uniaxial tension). - 4State Hooke’s law in uniaxial form and the range of validity.
Model answer
within the elastic (proportional) limit. Beyond that, stress–strain is nonlinear; unloading may leave permanent set. - 5What is volumetric strain? Express it for a cube under hydrostatic pressure.
Model answer
Volumetric strain . Under hydrostatic pressure , , where is the bulk modulus. - 6Define modulus of elasticity, modulus of rigidity, and bulk modulus.
Model answer
(direct stress/strain); (shear); (volumetric). All have units of stress (). - 7Write the relation connecting , , and .
Model answer
. Also and . - 8What is factor of safety? How is allowable stress obtained?
Model answer
Factor of safety (FoS) . Allowable (working) stress (brittle) or (ductile design). - 9Differentiate 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. - 10What is resilience and toughness?
Model answer
Resilience: ability to absorb energy in the elastic range (area under – up to elastic limit). Toughness: total energy to fracture (entire area under the curve to rupture). - 11Explain 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: for linear elastic behaviour up to yield. - 12What 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. - 13Define 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, by definition. - 14State the maximum shear stress in terms of principal stresses for plane stress.
Model answer
in the plane. If and have opposite signs, this is also the absolute maximum; if both same sign, compare with or (out-of-plane). - 15What is thermal stress? When does it develop?
Model answer
Thermal strain . If free expansion is fully/partially constrained, stress develops: for full constraint (compressive on heating for fixed ends). No thermal stress if free to expand.
Exams & GATE
- 1Textbook: RK Bansal Ch. 1–2 / Strength of Materials.
- 2Always state whether stress is engineering or true.
- 3Prefer consistent units: N with mm² gives MPa directly (). If you mix m², convert carefully ().
- 4GATE favourites: stress–strain curve point identification, Poisson effect on volume, and elastic vs plastic regions.
📖 Standard books (India)
Strength of Materials — RK Bansal
Read: Ch. 1–2
SOM — beams, torsion, columns, and deflection
Explore related topics
See real mechanical engineering careers
After exams and interviews, see how engineers actually built careers — milestones and decisions from people in the field.