Elastic instability

Elastic instability of a rigid beam supported by an angular spring.


Elastic instability is a form of instability occurring in elastic systems, such as buckling of beams and plates subject to large compressive loads.

Single degree of freedom-systems

Consider as a simple example a rigid beam of length L, hinged in one end and free in the other, and having an angular spring attached to the hinged end. The beam is loaded in the free end by a force F acting in the compressive axial direction of the beam, see the figure to the right.

Moment equilibrium condition

Assuming a clockwise angular deflection \theta, the clockwise moment exerted by the force becomes M_F = F L \sin\theta. The moment equilibrium equation is given by


F L \sin \theta = k_\theta \theta

where k_\theta is the spring constant of the angular spring (Nm/radian). Assuming \theta is small enough, implementing the Taylor expansion of the sine function and keeping the two first terms yields


F L \Bigg(\theta - \frac{1}{6} \theta^3\Bigg) \approx k_\theta \theta

which has three solutions, the trivial \theta = 0, and


\theta \approx \pm \sqrt{6 \Bigg( 1 - \frac{k_\theta}{F L} \Bigg)}

which is imaginary (i.e. not physical) for F L < k_\theta and real otherwise. This implies that for small compressive forces, the only equilibrium state is given by \theta = 0, while if the force exceeds the value k_\theta/L there is suddenly another mode of deformation possible.

Energy method

The same result can be obtained by considering energy relations. The energy stored in the angular spring is


E_\mathrm{spring} = \int k_\theta \theta \mathrm{d} \theta  = \frac{1}{2} k_\theta \theta^2

and the work done by the force is simply the force multiplied by the vertical displacement of the beam end, which is L (1 - \cos\theta). Thus,


E_\mathrm{force} = \int{F \mathrm{d} x  = F L (1 - \cos \theta )}

The energy equilibrium condition E_\mathrm{spring} = E_\mathrm{force} now yields F = k_\theta / L as before (besides from the trivial \theta = 0).

Stability of the solutions

Any solution \theta is stable iff a small change in the deformation angle \Delta \theta results in a reaction moment trying to restore the original angle of deformation. The net clockwise moment acting on the beam is


M(\theta) = F L \sin \theta - k_\theta \theta

An infinitesimal clockwise change of the deformation angle \theta results in a moment


M(\theta + \Delta \theta) = M + \Delta M = F L (\sin \theta + \Delta \theta \cos \theta ) - k_\theta (\theta + \Delta \theta)

which can be rewritten as


\Delta M = \Delta \theta (F L \cos \theta - k_\theta)

since F L \sin \theta = k_\theta \theta due to the moment equilibrium condition. Now, a solution \theta is stable iff a clockwise change \Delta \theta > 0 results in a negative change of moment \Delta M < 0 and vice versa. Thus, the condition for stability becomes


\frac{\Delta M}{\Delta \theta} = \frac{\mathrm{d} M}{\mathrm{d} \theta} = FL \cos \theta - k_\theta < 0

The solution \theta = 0 is stable only for FL < k_\theta, which is expected. By expanding the cosine term in the equation, the approximate stability condition is obtained:


|\theta| > \sqrt{2\Bigg( 1 - \frac{k_\theta}{F L} \Bigg)}

for FL > k_\theta, which the two other solutions satisfy. Hence, these solutions are stable.

Multiple degrees of freedom-systems

Elastic instability, 2 degrees of freedom

By attaching another rigid beam to the original system by means of an angular spring a two degrees of freedom-system is obtained. Assume for simplicity that the beam lengths and angular springs are equal. The equilibrium conditions become


F L ( \sin \theta_1 + \sin \theta_2 ) = k_\theta \theta_1


F L \sin \theta_2 = k_\theta ( \theta_2 - \theta_1 )

where \theta_1 and \theta_2 are the angles of the two beams. Linearizing by assuming these angles are small yields


\begin{pmatrix}
F L - k_\theta & F L \\
k_\theta & F L - k_\theta
\end{pmatrix}
\begin{pmatrix}
\theta_1 \\
\theta_2
\end{pmatrix} = 
\begin{pmatrix}
0 \\
0
\end{pmatrix}

The non-trivial solutions to the system is obtained by finding the roots of the determinant of the system matrix, i.e. for


\frac{F L}{k_\theta} = \frac{3}{2} \mp \frac{\sqrt{5}}{2} \approx \left\{\begin{matrix} 0.382\\2.618 \end{matrix}\right.

Thus, for the two degrees of freedom-system there are two critical values for the applied force F. These correspond to two different modes of deformation which can be computed from the nullspace of the system matrix. Dividing the equations by \theta_1 yields


\frac{\theta_2}{\theta_1} \Big|_{\theta_1 \ne 0} = \frac{k_\theta}{F L} - 1 \approx \left\{\begin{matrix} 1.618 & \text{for } F L/k_\theta \approx 0.382\\ -0.618 & \text{for } F L/k_\theta \approx 2.618 \end{matrix}\right.

For the lower critical force the ratio is positive and the two beams deflect in the same direction while for the higher force they form a "banana" shape. These two states of deformation represent the buckling mode shapes of the system.

See also

Further reading

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