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Introduction to
STATICS
and
DYNAMICS
F
1
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1
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2
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s
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Andy Ruina and Rudra Pratap
Pre-print for Oxford University Press, January 2002
Summary of Mechanics
0) The laws of mechanics apply to any collection of material or ‘body.’ This body could be the overall system of study
or any part of it. In the equations below, the forces and moments are those that show on a free body diagram. Interacting
bodies cause equal and opposite forces and moments on each other.
I) Linear Momentum Balance (LMB)/Force Balance
Equation of Motion
F
i
=
˙
L The total force on a body is equal
to its rate of change of linear
momentum.
(I)
Impulse-momentum
(integrating in time)
t
2
t
1
F
i
·dt =
L Net impulse is equal to the change in
momentum.
(Ia)
Conservation of momentum
(if
F
i
=
0 )
˙
L =
0 ⇒
L =
L
2
−
L
1
=
0
When there is no net force the linear
momentum does not change.
(Ib)
Statics
(if
˙
L is negligible)
F
i
=
0 If the inertial terms are zero the
net force on system is zero.
(Ic)
II) Angular Momentum Balance (AMB)/Moment Balance
Equation of motion
M
C
=
˙
˙
H
C
The sum of moments is equal to the
rate of change of angular momentum.
(II)
Impulse-momentum (angular)
(integrating in time)
t
2
t
1
M
C
dt =
H
C
The net angular impulse is equal to
the change in angular mo
mentum.
(IIa)
Conservation of angular momentum
(if
M
C
=
0)
˙
H
C
=
0 ⇒
H
C
=
H
C
2
−
H
C
1
=
0
If there is no net moment about point
C then the angular momentum about
point C does not change.
(IIb)
Statics
(if
˙
H
C
is negligible)
M
C
=
0 If the inertial terms are zero then the
total moment on the system is zero.
(IIc)
III) Power Balance (1st law of thermodynamics)
Equation of motion
˙
Q + P =
˙
E
K
+
˙
E
P
+
˙
E
int
˙
E
Heat flow plus mechanical power
into a system is equal to its change
in energy (kinetic + potential +
internal).
(III)
for finite time
t
2
t
1
˙
Qdt +
t
2
t
1
Pdt = E The net energy flow goingin is equal
to the net change in energy.
(IIIa)
Conservation of Energy
(if
˙
Q = P = 0)
˙
E = 0 ⇒
E = E
2
− E
1
= 0
If no energy flows into a system,
then its energy does not change.
(IIIb)
Statics
(if
˙
E
K
is negligible)
˙
Q + P =
˙
E
P
+
˙
E
int
If there is no change of kinetic energy
then the change of potential and
internal energy is due to mechanical
work and heat flow.
(IIIc)
Pure Mechanics
(if heat flow and dissipation
are negligible)
P =
˙
E
K
+
˙
E
P
In a system well modeled as purely
mechanical the change of kinetic
and potential energy is due to mechanical
work.
(IIId)
Some Definitions
r or
x Position .e.g.,
r
i
≡
r
i/O
is theposition of apoint
i relative to the origin, O)
v ≡
d
r
dt
Velocity .e.g.,
v
i
≡
v
i/O
is the velocity ofa point
i relativeto O, measured in anon-rotating
reference frame)
a ≡
d
v
dt
=
d
2
r
dt
2
Acceleration .e.g.,
a
i
≡
a
i/O
is the acceleration of a
point i relative to O, measured in a New-
tonian frame)
ω Angular
(Please also look at the tables inside the back cover.)
velocity A measure ofrotational velocityof arigid
body.
α ≡
˙
ω Angular acceleration A measure of rotational acceleration of a
rigid body.
L ≡
m
i
v
i
discrete
vdm continuous
Linear momentum A measure of a system’s net translational
rate (weighted by mass).
= m
tot
v
cm
˙
L ≡
m
i
a
i
discrete
adm continuous
Rate of change of linear
momentum
The aspect of motion thatbalances thenet
force on a system.
= m
tot
a
cm
H
C
≡
r
i/C
× m
i
v
i
discrete
r
/C
×
vdm continuous
Angular momentum about
point C
A measure of the rotational rate of a sys-
tem about a point C (weighted by mass
and distance from C).
˙
H
C
≡
r
i/C
× m
i
a
i
discrete
r
/C
×
adm continuous
Rate of change of angular mo-
mentum about point C
The aspect of motion thatbalances thenet
torque on a system about a point C.
E
K
≡
1
2
m
i
v
2
i
discrete
1
2
v
2
dm continuous
Kinetic energy A scalar measure of net system motion.
E
int
= (heat-like terms) Internal energy The non-kinetic non-potential part of a
system’s total energy.
P ≡
F
i
·
v
i
+
M
i
·
ω
i
Power of forces and torques The mechanical energy flow into a sys-
tem. Also, P ≡
˙
W, rate of work.
[I
cm
]≡
I
cm
xx
I
cm
xy
I
cm
xz
I
cm
xy
I
cm
yy
I
cm
yz
I
cm
xz
I
cm
yz
I
cm
zz
Moment ofinertia matrixabout
cm
A measure of how mass is distributed in
a rigid body.
c
Rudra Pratap and Andy Ruina, 1994-2002. All rights reserved. No part of this
book may be reproduced, stored in a retrieval system, or transmitted, in any form
or by any means, electronic, mechanical, photocopying, or otherwise, without prior
written permission of the authors.
This book is a pre-release version of a book in progress for Oxford University Press.
Acknowledgements. The following are amongst those who have helped with this
book as editors, artists, tex programmers, advisors, critics or suggestors and cre-
ators of content: Alexa Barnes, Joseph Burns, Jason Cortell, Ivan Dobrianov, Gabor
Domokos,MaxDonelan, ThuDong, GailFish,MikeFox,JohnGibson, RobertGhrist,
Saptarsi Haldar, Dave Heimstra, Theresa Howley, Herbert Hui, Michael Marder,
Elaina McCartney, Horst Nowacki, Arthur Ogawa, Kalpana Pratap, Richard Rand,
Dane Quinn, Phoebus Rosakis, Les Schaeffer, Ishan Sharma, David Shipman, Jill
Startzell, Saskya van Nouhuys, Bill Zobrist. Mike Coleman worked extensively on
the text, wrote many of the examples and homework problems and created many of
the figures. David Ho has drawn or improved most of the computer art work. Some
of the homework problems are modifications from the Cornell’s Theoretical and Ap-
plied Mechanics archives and thus are due to T&AM faculty or their libraries in ways
that we do not know how to give proper attribution. Our editor Peter Gordon has
been patient and supportive for too many years. Many unlisted friends, colleagues,
relatives, students, and anonymous reviewers have also made helpful suggestions.
Software used to prepare this book includes TeXtures, BLUESKY’s implementation
of LaTeX, Adobe Illustrator, Adobe Streamline, and MATLAB.
Most recent text modifications on January 29, 2002.
Introduction to
STATICS
and
DYNAMICS
F
1
F
2
N
1
N
2
F
s
M
s
ˆ
ı
ˆ
ˆ
k
Andy Ruina and Rudra Pratap
Pre-print for Oxford University Press, January 2002
Contents
Preface iii
To the student viii
1 What is mechanics? 1
2 Vectors for mechanics 7
2.1 Vector notation and vector addition 8
2.2 The dot product of two vectors 23
2.3 Cross product, moment, and moment about an axis 32
2.4 Solving vector equations 50
2.5 Equivalent force systems 69
3 Free body diagrams 79
3.1 Free body diagrams 80
4 Statics 107
4.1 Static equilibrium of one body 109
4.2 Elementary truss analysis 129
4.3 Advanced truss analysis: determinacy, rigidity, and redundancy 138
4.4 Internal forces 146
4.5 Springs 162
4.6 Structures and machines 179
4.7 Hydrostatics 195
4.8 Advanced statics 207
5 Dynamics of particles 217
5.1 Force and motion in 1D 219
5.2 Energy methods in 1D 233
5.3 The harmonic oscillator 240
5.4 More on vibrations: damping 257
5.5 Forced oscillations and resonance 264
5.6 Coupled motions in 1D 274
5.7 Time derivative of a vector: position, velocity and acceleration 281
5.8 Spatial dynamics of a particle 289
5.9 Central-force motion and celestial mechanics 304
5.10 Coupled motions of particles in space 314
6 Constrained straight line motion 329
6.1 1-D constrained motion and pulleys 330
6.2 2-D and 3-D forces even though the motion is straight 343
i
ii CONTENTS
7 Circular motion 359
7.1 Kinematics of a particle in planar circular motion 360
7.2 Dynamics of a particle in circular motion 371
7.3 Kinematics of a rigid body in planar circular motion 378
7.4 Dynamics of a rigid body in planar circular motion 395
7.5 Polar moment of inertia: I
cm
zz
and I
O
zz
410
7.6 Using I
cm
zz
and I
O
zz
in 2-D circular motion dynamics 420
8 General planar motion of a single rigid body 437
8.1 Kinematics of planar rigid-body motion 438
8.2 General planar mechanics of a rigid-body 452
8.3 Kinematics of rolling and sliding 467
8.4 Mechanics of contacting bodies: rolling and sliding 480
8.5 Collisions 500
9 Kinematics using time-varying base vectors 517
9.1 Polar coordinates and path coordinates 518
9.2 Rotating reference frames and their time-varying base vectors 532
9.3 General expressions for velocity and acceleration 545
9.4 Kinematics of 2-D mechanisms 558
9.5 Advance kinematics of planar motion 572
10 Mechanics of constrained particles and rigid bodies 581
10.1 Mechanics of a constrained particle and of a particle relative to a
moving frame 584
10.2 Mechanics of one-degree-of-freedom 2-D mechanisms 602
10.3 Dynamics of rigid bodies in multi-degree-of-freedom 2-D mechanisms618
11 Introductionto three dimensional rigid body mechanics 637
11.1 3-D description of circular motion 638
11.2 Dynamics of fixed-axis rotation 648
11.3 Moment of inertia matrices 661
11.4 Mechanics using the moment of inertia matrix 672
11.5 Dynamic balance 693
A Units and dimensions 701
A.1 Units and dimensions 701
B Contact: friction and collisions 711
B.1 Contact laws are all rough approximations 712
B.2 Friction 713
B.3 A short critique of Coulomb friction 716
B.4 Collision mechanics 721
Homework problems 722
Answers to *’d problems 831
Index 837
Preface
This is a staticsanddynamics text for second or third year engineering students with
an emphasis on vectors, free body diagrams, the basic momentum balance principles,
and the utility of computation. Students often start a course like this thinking of
mechanics reasoning as being vague and complicated. Our aim is to replace this
loose thinking with concrete and simple mechanics problem-solving skills that live
harmoniously with a useful mechanical intuition.
Knowledge of freshman calculus is assumed. Although most students have seen
vector dot and cross products, vector topics are introduced from scratch in the context
of mechanics. The use of matrices (to tidy-up systems of linear equations) and of
differential equations (for describing motion in dynamics) are presented to the extent
needed. The set-up of equations for computer solutions is presented in a pseudo-
language easily translated by a student into one or another computation package that
the student knows.
Organization
We have aimed here to better unify the subject, in part, by an improved organization.
Mechanics can be subdivided in various ways: statics vs dynamics, particles vs rigid
bodies, and 1 vs 2 vs 3 spatial dimensions. Thus a 12 chapter mechanics table of
contents could look like this
I. Statics
A. particles
1) 1D
2) 2D
3) 3D
B. rigid bodies
4) 1D
5) 2D
6) 3D
II. Dynamics
C. particles
7) 1D
8) 2D
9) 3D
D. rigid bodies
10) 1D
11) 2D
12) 3D
complexity
of objects
number of
dimensions
how much
inertia
1D
2D
3D
static
dynamic
particle
rigid
body
However,thesetopicsare farfrom equalintheirdifficultyorinthenumberof subtopics
they contain. Further, there are various concepts and skills that are common to many
of the 12 sub-topics. Dividingmechanics into these bits distracts from the unity of the
subject. Although some vestiges of the scheme above remain, our book has evolved
to a different organization through trial and error, thought and rethought, review and
revision, and nine semesters of student testing.
The first four chapters cover the basics of statics. Dynamics of particles and
rigid bodies, based on progressively more difficult motions, is presented in chapters
five to eleven. Relatively harder topics, that might be skipped in quicker courses,
are identifiable by chapter, section or subsection titles containing words like “three
dimensional” or “advanced”. In more detail:
iii
iv PREFACE
Chapter 1 defines mechanics as a subject which makes predictions about forces and
motions using models ofmechanical behavior, geometry, and the basic balance
laws. The laws of mechanics are informally summarized.
Chapter 2 introduces vector skills in the context of mechanics. Notational clarity is
emphasized because correct calculation is impossible without distinguishing
vectors from scalars. Vector addition is motivated by the need to add forces and
relative positions, dot products are motivated as the tool which reduces vector
equations to scalar equations, and cross products are motivated as the formula
which correctly calculates the heuristically motivated concept of moment and
moment about an axis.
Chapter 3 is about freebody diagrams. Itis aseparatechapterbecause, inour experience,
good use of free body diagrams is almost synonymous with correct mechanics
problem solution. To emphasize this to students we recommend that, to get
any credit for a problem that uses balance laws in the rest of the course, a good
free body diagram must be drawn.
Chapter 4 makes up a short course in statics including an introductionto trusses, mecha-
nisms, beams and hydrostatics. The emphasis is on two-dimensional problems
until the last, more advanced section. Solution methods that depend on kine-
matics (i.e., work methods) are deferred until the dynamics chapters. But for
the stretch of linear springs, deformations are not covered.
Chapter 5 is about unconstrained motion of one or more particles. It shows how far
you can go using
F = m
a and Cartesian coordinates in 1, 2 and 3 dimensions
in the absence of kinematic constraints. The first five sections are a thor-
ough introductionto motion of one particle in one dimension, so called scalar
physics, namely the equation F(x,v,t) = ma and special cases thereof. The
chapter includes some review of freshman calculus as well as an introduction
to energy methods. A few special cases are emphasized, namely, constant ac-
celeration, force dependent on position (thus motivating energy methods), and
the harmonic oscillator. After one section on coupled motions in 1 dimension,
sections seven to ten discuss motion in two and three dimensions. The easy
set up for computation of trajectories, with various force laws, and even with
multiple particles, is emphasized. The chapter ends with a mostly theoretical
section on the center-of-mass simplifications for systems of particles.
Chapter 6 is the first chapter that concerns kinematic constraint in its simplest context,
systems that are constrained to move without rotation in a straight line.In
one dimension pulley problems provide the main example. Two and three
dimensional problems are covered, such as finding structural support forces
in accelerating vehicles and the slowing or incipient capsize of a braking car.
Angular momentum balance is introduced as a needed tool but without the
usual complexities of curvilinear motion.
Chapter 7 treats pure rotation about a fixed axis in two dimensions. Polar coordinates
and base vectors are first used here in their simplest possible context. The
primary applications are pendulums, gear trains, and rotationally accelerating
motors or brakes.
Chapter 8 treats general planarmotion of a (planar) rigidbody includingrolling, sliding
and free flight. Multi-body systems are also considered so long as they do
not involve constraint (i.e., collisions and spring connections but not hinges or
prismatic joints).
Chapter 9 is entirely about kinematics of particle motion. The over-riding theme is the
use of base vectors which change with time. First, the discussionof polar coor-
dinates started in chapter7 is completed. Then pathcoordinates are introduced.
The kinematics of relative motion, a topic that many students find difficult, is
treated carefully but not elaborately in two stages. First using rotating base
PREFACE v
vectors connected to a moving rigid body and then using the more abstract
notation associated with the famous “five term acceleration formula.”
Chapter 10 is about the mechanics of particles and rigid bodies utilizing the relative mo-
tion kinematics ideas from chapter 9. This is the capstone chapter for a two-
dimensional dynamics course. After this chapter a good student should be able
to navigate through and use most of the skills in the concept map on page 582.
Chapter 11 is an introductionto 3D rigid body motion. It extends chapter 7 to fixed axis
rotation in three dimensions. The key new kinematic tool here is the non-
trivial use of the cross product for calculating velocities and accelerations.
Fixed axis rotation is the simplest motion with which one can introduce the
full moment of inertia matrix, where the diagonal terms are analogous to the
scalar 2D moment of inertia and the off-diagonal terms have a “centripetal”
interpretation. Themainnewapplication isdynamicbalance. Inour experience
going past this is too much for most engineering students in the first mechanics
course after freshman physics, so the book ends here.
Appendix A on units and dimensions is for reference. Because students are immune to
preaching about units out of context, such as in an early or late chapter like
this one, the mainmessages arepresented by example throughout the book (the
book may be unique amongst mechanics texts in this regard):
– All engineering calculations using dimensionalquantities must be dimen-
sionally ‘balanced’.
– Units are ‘carried’ from one line of calculation to the next by the same
rules as go numbers and variables.
Appendix B oncontact laws(frictionand collisions)isfor referencefor studentswhopuzzle
over these issues.
A leisurely onesemester statics course, or amore fast-paced half semesterprelude
to strength of materials should use chapters 1-4. A typical one semester dynamics
course should cover most of of chapters 5-11 preceded by topics from chapters 1-4,
as needed. A one semesterstatics anddynamics course should cover about two thirds
of chapters 1-6 and 8. A full year staticsanddynamics course should cover most of
the book.
Organization and formatting
Each subject is covered in various ways.
• Every section starts with descriptive text and short examples motivating and
describing the theory;
• More detailed explanations of the theory are in boxes interspersed in the text.
For example, one box explains the common derivation of angular momentum
balance form linear momentum balance, one explains the genius of the wheel,
and another connects
ω based kinematics to
ˆ
e
r
and
ˆ
e
θ
based kinematics;
• Sample problems (marked witha gray border)at theend of mostsections show
how to do homework-like calculations. These set an example to the student
in their consistent use of free body diagrams, systematic application of basic
principles, vectornotation, units, andchecks against intuition and specialcases;
• Homework problems at the end of each chapter give students a chance to
practice mechanics calculations. The first problems for each section build a
student’s confidence with the basic ideas. The problems are ranked in approxi-
mate order of difficulty, with theoretical questions last. Problems marked with
an * have an answer at the back of the book;
[...]... machines and machine parts are designed to move something Bicycles, planes, elevators, and hearses are designed to move people; a clockwork, to move clock hands; insect wings, to move insect bodies; and forks, to move potatoes A connecting rod is designed to move a crankshaft; a crankshaft, to move a transmission; and a transmission, to move a wheel And wheels are designed to move bicycles, cars, and skateboards... we could write “Click on WWW.MECH.TOOL today and order your own professional vector calculator and expert free body diagram drawing tool!”, but we can’t After we informally introduce mechanics in the first chapter, the second and third chapters help you build your own set of these two most-important tools Guarantee: if you learn to do clear correct vector algebra and to draw good free body diagrams you... to routinely evaluate standard functions (x 3 , cos−1 θ, etc.), to enter and manipulate lists and arrays of numbers, and to write short programs Classical languages, applied packages, and simulators Programming in standard languages such as Fortran, Basic, C, Pascal, or Java probably take too much time to use in solving simple mechanics problems Thus an engineer needs to learn to use one or another widely... time when we had to think about the order of our work You also have to think about the order of your work You will find some tips in the text and samples But it is your job to own the material, to learn how to think about it your own way, to become an expert in your own style, and to do the work in the way that makes things most clear to you and your readers What’s in your toolbox? In the toolbox of someone... are two well worn tools: • A vector calculator that always keeps vectors and scalars distinct, and • A reliable and clear free body diagram drawing tool Because many of the terms in mechanics equations are vectors, the ability to do vector calculations is essential Because the concept of an isolated system is at the core of mechanics, every mechanics practitioner needs the ability to draw a good free... is often used to indicate average 1 Caution: Be careful to distinguish vectors from scalars all the time Clear notation helps clear thinking and will help you solve problems If you notice that you are not using clear vector notation, stop, determine which quantities are vectors and which scalars, and fix your notation 2.2 The Vectors in Mechanics The vector quantities used in mechanics and the notations... general, still define vector concepts C (b) A B C (c) B A D B+ D (d) A+B B A Figure 2.3: (a) tip to tail addition of A + B , (b) tip to tail addition of B + A, (c) the parallelogram interpretation of vector addition, and (d) The associative law of vector addition (Filename:tfigure.tiptotail) Adding vectors The sum of two vectors A and B is defined by the tip to tail rule of vector addition shown in fig... about magnitudes and directions All they care about is vector arithmetic So, to the mathematicians, anything which obeys simple vector arithmetic is a vector, arrow-like or not In math talk lots of strange things are vectors, like arrays of numbers and functions In this book vectors always have magnitude and direction We have oversimplified We said that a vector is something with magnitude and direction... and elementary vector arithmetic with them has a sensible physical meaning This chapter is about vector arithmetic In the rest of this chapter you will learn how to add and subtract vectors, how to stretch them, how to find their components, and how to multiply them with each other two different ways Each of these operations has use in mechanics and, in particular, the concept of vector addition always... interpretation 2.1 Vector notation and vector addition Facility with vectors has several aspects 1 You must recognize which quantities are vectors (such as force) and which are scalars (such as length) 2 You have to use a notation that distinguishes between vectors and scalars using, for example, a, or a for acceleration and a or | a| for the magnitude of acceleration 3 You need skills in vector arithmetic, . Introduction to
STATICS
and
DYNAMICS
F
1
F
2
N
1
N
2
F
s
M
s
ˆ
ı
ˆ
ˆ
k
Andy Ruina and Rudra Pratap
Pre-print for Oxford. modifications on January 29, 2002.
Introduction to
STATICS
and
DYNAMICS
F
1
F
2
N
1
N
2
F
s
M
s
ˆ
ı
ˆ
ˆ
k
Andy Ruina and Rudra Pratap
Pre-print for Oxford