Static failure theories
For ductile materials under static loading, use the maximum shear stress theory (Tresca) or distortion energy theory (von Mises). Tresca: τ_max = S_y/(2n). Von Mises: σ' = √(σ₁² - σ₁σ₂ + σ₂²) ≤ S_y/n for plane stress with principal stresses σ₁, σ₂. For brittle materials, use the maximum normal stress theory.
Check yourself: Is the material ductile or brittle, and have you found the principal stresses?
Stress concentration
Geometric discontinuities (holes, fillets, notches) raise local stress by a factor Kt: σ_max = Kt × σ_nominal. For static loading of ductile materials, local yielding redistributes stress, so Kt is often not applied to static strength. For fatigue, use the fatigue stress concentration factor Kf ≤ Kt.
Check yourself: Is this a static or fatigue calculation, and is the material ductile?
Fatigue loading and endurance limit
Fluctuating stress has mean σ_m and alternating σ_a components. The endurance limit S_e of steel is roughly 0.5 S_ut for S_ut ≤ 1400 MPa, modified by surface, size, reliability, and other factors. The modified Goodman line connects (S_e, 0) on the σ_a axis to (S_ut, 0) on the σ_m axis: σ_a/S_e + σ_m/S_ut = 1/n.
Check yourself: Have you applied all endurance-limit modifying factors before using the Goodman diagram?
Design of shafts
A shaft under combined bending moment M and torque T experiences bending stress σ = 32M/(πd³) and shear stress τ = 16T/(πd³). For static design, combine using distortion energy theory. For fatigue, treat bending as alternating and torque as mean stress when the shaft rotates under constant loads.
Check yourself: Is the bending fully reversed (zero mean) under shaft rotation?
Bolted joints under tension
A preloaded bolt with stiffness k_b and clamped members with stiffness k_c share an external tensile load P. The bolt sees additional force Pb = P × k_b/(k_b + k_c), while the clamp force decreases by P × k_c/(k_b + k_c). Separation occurs when the clamp force drops to zero.
Check yourself: Have you identified both the bolt stiffness and the clamped-member stiffness?