Learning topic
Energy Methods
Calculate structural displacements with strain energy, Castigliano’s theorem, the Mohr unit-load integral, and reciprocity methods for beams and frames.
Energy methods determine displacements and deformations of elastic systems through external work and stored strain energy. Their main advantage is that a required displacement can often be found without constructing the complete deflected shape.
External work and strain energy
During gradual static loading, external forces perform work that is stored as strain energy in an ideal elastic system.
For a linearly elastic system loaded statically from zero to the final force values, the work of external forces equals the stored strain energy:
$$A=U=\frac{1}{2}\sum_i P_i\delta_i+\frac{1}{2}\sum_j M_j\varphi_j.$$
For one generalized force $P$ and its corresponding displacement $\delta$:
$$U=\frac{1}{2}P\delta.$$
- $A$ — work of external forces;
- $U$ — strain energy;
- $P_i$ — generalized force;
- $\delta_i$ — corresponding linear displacement;
- $M_j$ — generalized moment;
- $\varphi_j$ — corresponding angular displacement.
The factor $1/2$ appears because, in a linear system, the force and its corresponding displacement increase proportionally from zero to their final values.
Strain energy can be expressed through internal force resultants and member stiffnesses, providing a direct connection between force analysis and displacement calculations.
For a linearly elastic member, strain energy can be calculated by integrating contributions from internal force resultants along its length:
$$U_N=\int_0^L\frac{N^2(x)}{2EA}\,dx,$$
$$U_M=\int_0^L\frac{M^2(x)}{2EI}\,dx,$$
$$U_T=\int_0^L\frac{T^2(x)}{2GJ_p}\,dx.$$
If shear deformation is included, its contribution is written consistently with the adopted beam model, for example:
$$U_Q=\int_0^L\frac{Q^2(x)}{2\kappa GA}\,dx,$$
- $U_N$, $U_M$, $U_T$, $U_Q$ — strain-energy contributions;
- $N(x)$ — axial force;
- $M(x)$ — bending moment;
- $T(x)$ — torque;
- $Q(x)$ — shear force;
- $E$, $G$ — Young's and shear moduli;
- $A$ — cross-sectional area;
- $I$ — second moment of area;
- $J_p$ — polar second moment of area;
- $\kappa$ — shear correction factor.
In a linear system, the total strain energy is the sum of the applicable independent quadratic contributions.
Reciprocity of work and displacement
For a linearly elastic system, the work of one set of forces through the displacements caused by another set equals the reciprocal work:
$$\sum_i P_i^{(1)}\delta_i^{(2)}=\sum_i P_i^{(2)}\delta_i^{(1)}.$$
As a special case for two unit forces, Maxwell's reciprocal-displacement theorem gives:
$$\delta_{ij}=\delta_{ji}.$$
- $P_i^{(1)}$, $P_i^{(2)}$ — generalized forces in loading states 1 and 2;
- $\delta_i^{(1)}$, $\delta_i^{(2)}$ — corresponding displacements;
- $\delta_{ij}$ — displacement at coordinate $i$ caused by a unit force at coordinate $j$.
Thus the displacement at point $i$ in the direction of force $i$ caused by a unit force at point $j$ equals the corresponding displacement at point $j$ caused by a unit force at point $i$, provided the system is linearly elastic and reciprocity conditions are satisfied.
Reciprocity is an important property of linear elastic systems and underlies several unit-load and energy methods.
Castigliano's theorem
For a linear-elastic system, the displacement in the direction of a generalized force is obtained by differentiating the strain energy with respect to that force:
$$\delta_i=\frac{\partial U}{\partial P_i}.$$
Similarly, the rotation at a generalized applied moment is:
$$\varphi_i=\frac{\partial U}{\partial M_i}.$$
- $U$ — strain energy;
- $P_i$ — generalized force;
- $\delta_i$ — corresponding linear displacement;
- $M_i$ — generalized moment;
- $\varphi_i$ — corresponding rotation.
If the required load is absent from the actual system, an auxiliary force or moment may be introduced in the required direction, $U$ written as a function of that parameter, differentiated, and the auxiliary parameter then set to zero.
By differentiating strain energy $U$ with respect to a required generalized force $P_i$ or moment $M_i$, the corresponding displacement $\delta_i$ or rotation $\varphi_i$ can be obtained.
Mohr integral
The displacement at a specified point and direction can be determined by the unit-load method. For bending of a beam or frame:
$$\delta=\int_0^L\frac{M(x)\,\bar M(x)}{EI}\,dx,$$
where $M(x)$ is the bending moment from the real loading and $\bar M(x)$ is the moment from a unit force applied at the point and in the direction of the required linear displacement.
For a required rotation, apply a unit moment.
For a general member, applicable contributions may be summed:
$$\delta=\int\frac{N\bar N}{EA}\,dx+\int\frac{M\bar M}{EI}\,dx+\int\frac{T\bar T}{GJ_p}\,dx+\int\frac{Q\bar Q}{\kappa GA}\,dx,$$
- $N$, $M$, $T$, $Q$ — internal force resultants from the real loading;
- $\bar N$, $\bar M$, $\bar T$, $\bar Q$ — corresponding resultants from the unit-load state;
- $E$, $G$, $A$, $I$, $J_p$, $\kappa$ — stiffness and section parameters.
The sign of $\delta$ indicates whether the actual displacement agrees with the direction of the introduced unit load.
The unit-load method is especially convenient for beams, frames, and member systems when one specific displacement or rotation is required.
Choosing a method
Castigliano's theorem is convenient when strain energy can be written easily as a function of loads. The Mohr integral naturally uses internal-force diagrams from the real and unit-load states. For piecewise-linear bending-moment diagrams, integration can sometimes be simplified by graphical multiplication methods such as the Vereshchagin rule.
Limits of applicability
The classical relations presented here assume small deformation and linearly elastic behavior. Nonlinear materials, large displacements, or loads depending on the deformed configuration require appropriate generalizations.
About this topic
Energy methods rely on energy conservation principles to calculate displacements in elastic structural systems. This section explores external work, strain energy accumulation, Clapeyron's theorem, Betti's reciprocal work theorem, Maxwell's reciprocal deflection theorem, and Castigliano's theorem for linear and angular deflection analysis.