How Shear Affects Structures, Fluids, and Soils


What is Shear Stress?

Shear stress is the internal force per unit area that develops within a material when external forces act tangentially to a surface. It quantifies the intensity of the force trying to cause one layer of material to slide past an adjacent layer.

  • Definition: τ = F / A, where τ (tau) is shear stress, F is tangential force, and A is the area over which the force acts.
  • Units: Pascals (Pa) in SI, equivalent to N/m²; commonly also expressed in MPa for solids.
  • Physical meaning: Shear stress measures how strongly the material’s internal bonds are being loaded in a sliding mode. Higher shear stress increases the tendency for layers to move relative to each other, potentially leading to yielding or fracture.
  • Directions: Shear stress is directional; on any given plane inside a material there are two orthogonal shear components.

Examples:

  • A deck of cards being pushed sideways—cards experience shear stress between layers.
  • Bolts and rivets resisting lateral forces in structural joints.
  • Fluid layers moving at different velocities produce viscous shear stress.

What is Shear Strain?

Shear strain describes the deformation resulting from shear stress: the change in shape (distortion) characterized by the relative displacement of layers over a given thickness.

  • Definition (small deformations): γ = Δx / h ≈ tan(θ), where γ (gamma) is shear strain, Δx is the horizontal displacement of the top face relative to the bottom face, h is the separation between faces, and θ is the small angular change (in radians).
  • Units: Dimensionless (ratio); often expressed as a pure number or percent.
  • Physical meaning: Shear strain measures how much a material is skewed from its original right-angle geometry due to tangential forces.
  • Finite deformation: For large strains, shear measures require finite strain definitions (e.g., engineering vs. true/Green–Lagrange shear measures).

Examples:

  • A rectangular block becoming a parallelogram under a lateral load—the angle change is shear strain.
  • A fluid layer displaced relative to another—velocity gradient integrated over distance gives strain (in transient analysis).
  • Soil layers deforming under lateral earth pressures.

Constitutive Relationship: Hooke’s Law for Shear

For linear elastic, isotropic materials under small deformations, shear stress and shear strain are related by the shear modulus (modulus of rigidity), G:

τ = G · γ

  • G (shear modulus) units: Pascals (Pa).
  • Interpretation: G quantifies material stiffness in shear. A larger G means less shear deformation for a given shear stress.

Examples of G values (approximate):

  • Steel: ~80 GPa
  • Aluminum: ~26 GPa
  • Glass: ~30–40 GPa
  • Rubber: ~0.01–0.1 GPa

Note: For fluids, especially Newtonian fluids, the analogous relation links shear stress to shear rate (velocity gradient) via viscosity μ:

τ = μ · (du/dy)

where du/dy is the velocity gradient perpendicular to flow direction.


Stress vs. Strain: Key Differences (Concise)

  • Nature: Shear stress is a measure of internal force per unit area (a cause); shear strain is a measure of deformation (an effect).
  • Units: Shear stress — Pascals (Pa); shear strain — dimensionless.
  • Relation: For linear elastic materials, τ = G·γ.
  • Role in failure: Yielding/fracture criteria are often expressed in terms of stress, but strains determine geometric distortion and can influence stability and post-yield behavior.
  • Time dependence: In viscoelastic materials, stress–strain relation is time-dependent; instantaneous stress may produce delayed strain.
  • Measurement: Stress often inferred from load and geometry; strain measured by strain gauges, digital image correlation, or displacement sensors.

Examples and Practical Applications

  1. Mechanical Engineering — Shafts and Fasteners

    • Torsion in a circular shaft produces shear stress τ = T·r / J (T is torque, r radial position, J polar moment of inertia) and shear strain related to angle of twist θ per unit length. Designing shafts requires ensuring τ stays below material shear strength while acceptable γ limits avoid excessive twist.
  2. Civil/Structural — Beams and Connections

    • Shear in beams (near supports) causes shear stress distribution across the cross-section; web shear in I-beams can produce local shear strains affecting buckling. Shear connectors in composite slabs transfer shear forces via localized shear stress and produce deformations (slip) measured as shear strain.
  3. Geotechnical — Soil Layers and Faults

    • Earthquake loading imposes shear stresses on soil layers; shear strains quantify lateral displacement and can lead to liquefaction when large strains occur in saturated soils.
  4. Materials Testing — Torsion and Direct Shear Tests

    • Direct shear tests measure shear strength by applying tangential force to a specimen; shear strain is tracked as displacement over height. Torsion tests quantify shear modulus and yield behavior by measuring torque and angle of twist.
  5. Fluids — Viscous Flow

    • In laminar flow between plates, one moving plate exerts shear stress on fluid: τ = μ·(du/dy). The shear strain concept translates to shear rate; viscosity determines stress for a given rate.

Measuring and Calculating: Practical Notes

  • Calculating shear stress: From measured force and area (τ = F/A) or from stress distributions (e.g., τ = VQ/(Ib) for beam webs, τ = T·r/J for circular shafts).
  • Calculating shear strain: From measured displacements (γ = Δx/h) or from twist measurements for shafts (γ ≈ r·θ’/L).
  • Experimental tools: strain gauges (rosette or shear-sensitive), digital image correlation (DIC) for full-field strain, rheometers for fluid shear stress vs. shear rate.

Nonlinear, Time-Dependent, and Large-Strain Behavior

  • Plasticity: After yield, shear stress may not be proportional to shear strain; materials can show hardening/softening. Yield criteria (e.g., Tresca, von Mises) often use combinations of shear stresses.
  • Viscoelasticity: Stress depends on strain history; models like Maxwell, Kelvin–Voigt capture time-dependent shear response.
  • Large deformations: Small-angle approximations fail; finite-strain tensors and objective measures are needed for accurate shear strain description.

Summary (One-line)

Shear stress is the tangential internal force per unit area (measured in Pa); shear strain is the resulting shape change (dimensionless); linked in linear elasticity by τ = G·γ.


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