Deflection of Beams Notes
Deflection of Beams Notes
Learning Summary
1. Know how to derive the differential equation of the elastic line (i.e. deflection curve) of a beam (synthesis)
!"
2. Be able to solve this equation by successive integration to yield the slope, !# , and the deflection, 𝑦, of a beam at
any position, 𝑥, along its span (application)
3. Employ Macaulay’s method, also called the method of singularities, to solve for beam slopes and deflections where
there are discontinuities in the bending moment distribution arising from discontinuous loading (application)
4. Recognise and use different singularity functions in the bending moment expression for different loading
conditions including point loads, uniformly distributed loads and point bending moments (comprehension)
1. Introduction
Whereas the design of engineering structures and components is very often dictated by the strength of the materials
used and consequently the stresses within the structure, often the limiting factor is the allowable deflection. This is
particularly important for engineering artefacts made from materials of lower stiffness, e.g. aluminium, plastics,
composites, etc., but may also be critical for high stiffness structures comprising slender members. It is therefore
important, as part of the design process, to be able to calculate maximum deflections in a structure in addition to the
position at which they occur.
Here, following the derivation of the fundamental deflection equation for a beam, a flexible procedure is introduced,
called Macaulay’s Method, which allows for slopes and deflections to be calculated at any position along a beam span.
In particular, the method allows us to deal with different types of loading, such as point loads, uniformly distributed
loads and point bending moments, including discontinuities in these loads. Although not the only method for
calculating deflections, as we will see in the Strain Energy Methods section of the module, it is a particularly powerful
and flexible method.
Taking a generic curve, 𝑦 = 𝑓(𝑥), two arbitrary points, A and B, can be chosen, as shown in Figure 1.
1
%
*
,)
+
!=# $
(
+
/
, ,)
'
) ) + ,)
&
Figure 1
d𝑦
* , = tan 𝜃
d𝑥 $
and
d𝑦
* , = tan (𝜃 + 𝛿𝜃)
d𝑥 %
Letting the normals to the curve at points A and B meet at point 𝐶, if points A and B are close, the lengths A𝐶 and B𝐶
are similar. I.e.:
A𝐶 ≈ B𝐶 (= 𝑅)
Note that angle A𝐶B = 𝛿𝜃, since, as the tangent turns through angle 𝛿𝜃, so does the normal. Therefore arc AB =
𝛿𝑠 = 𝑅𝛿𝜃, which can be re-arranged to give:
1 𝛿𝜃
=
𝑅 𝛿𝑠
𝛿𝜃 d𝜃
→
𝛿𝑠 d𝑠
2
1 d𝜃
∴ = (1)
𝑅 d𝑠
It can be seen from Figure 2 that since 𝛿𝑠 is small, the arc AB (= 𝛿𝑠) ≈ the chord AB.
$
"
AB
d
or
ch %& d$
=
B
c A
ar
&
! d%
Figure 2
Therefore, when 𝛿𝑠 → 0:
d𝑦
= tan 𝜃 (2)
d𝑥
and
d𝑥
= cos 𝜃 (3)
d𝑠
d d𝑦 d
* , = (tan 𝜃)
d𝑠 d𝑥 d𝑠
!# !&
Multiplying the left-hand side of this equation by !#, and the right-hand side by !& gives:
d d𝑦 d𝑥 d d𝜃
* , = (tan 𝜃)
d𝑥 d𝑥 d𝑠 d𝜃 d𝑠
d' 𝑦 d𝜃
'
(cos 𝜃) = sec ' 𝜃
d𝑥 d𝑠
3
(⁄'
d' 𝑦 d𝜃 d𝑦 ' d𝜃
(
∴ ' = 𝑠𝑒𝑐 𝜃 = A1 + * , B (4)
d𝑥 d𝑠 d𝑥 d𝑠
where
(⁄'
(⁄' (⁄ '
d𝑦 '
sec ( 𝜃 = (sec ' 𝜃) = (1 + tan' 𝜃) = A1 + * , B
d𝑥
d! 𝑦
d𝜃 d𝑥 !
= 3⁄2
d𝑠
d𝑦 2
'1 + ( ) *
d𝑥
d' 𝑦
1 d𝑥 '
= (⁄' (5)
𝑅 d𝑦 '
A1 + * , B
d𝑥
The section of a span of a beam, shown in Figure 3, is under pure bending, i.e. there is a constant bending moment
along this section and no shear force.
Under these pure bending conditions, the neutral axis (the axis on which there is zero stress) of the beam, also named
the elastic line or deflection curve, is a circular arc with radius of curvature, 𝑅, as shown in Figure 4.
4
"
! !
Elastic Line
Figure 4
The transverse deflection of the elastic line is given by the co-ordinate, 𝑦, of any position along its length, 𝑥 [n. b. do
not confuse this ‘𝑦’ definition for deflection with the ‘𝑦’ denoting distance from the neutral axis in the beam bending
equation, as shown in equation (6)]. The line denoting the neutral axis in Figure 4 is known as the ‘elastic line’ or the
‘deflection curve’ of the beam.
The elastic beam bending equation, which can be used to describe the bending moment, 𝑀, as a function of the radius
of curvature, 𝑅, is:
𝑀 σ 𝐸
= = (6)
𝐼 y 𝑅
1 𝑀
∴ =
𝑅 𝐸𝐼
Substituting this into equation (5), which also represents the shape of an arc, gives:
d' 𝑦
𝑀 d𝑥 '
= (⁄ ' (7)
𝐸𝐼 d𝑦 '
A1 + * , B
d𝑥
!"
For small deflections, !# is small. Therefore:
(⁄'
d𝑦 '
A1 + * , B ≈1
d𝑥
𝐝𝟐 𝒚
𝑬𝑰 =𝑴 (8)
𝐝𝒙𝟐
5
This is the is the 2nd order differential equation of the elastic line, relating the deflection, 𝑦, to the applied bending
moment, 𝑀, the Young’s modulus, 𝐸, 2nd moment of area, 𝐼, and position along beam span, 𝑥. The product of 𝐸 and
𝐼, i.e. 𝐸𝐼, is termed the ‘Flexural Rigidity’ of the beam.
!"
Successive integration of this equation, with respect to 𝑥, will yield the slope, , and the deflection, 𝑦, as function of
!#
position, 𝑥, along the beam.
This equation has been derived for the case of pure bending, i.e. constant bending moment along the section, and
does not take into account deflections due to shear. For long slender beams, shear deflections can be neglected.
A complication arises where discontinuities in 𝑀 exist, such as where there are point loads and/or point bending
moments or where there is an abrupt change in distributed loading. Various methods have been developed to solve
such problems with discontinuities. Here we introduce and develop the procedure called Macaulay’s Method, a
versatile solution procedure which can handle most discontinuities we are likely to encounter.
Named after the mathematician W. H. Macaulay, Macaulay’s Method uses a mathematical technique to deal with
discontinuous loading. The bending moment expression 𝑀(𝑥), i.e. 𝑀 as a function of 𝑥, is replaced with the step
function 𝑀〈𝑥 − 𝑎〉, in which 𝑎 defines the position at which a discontinuity arises.
Figure 5 shows a simply supported beam carrying a point load, 𝑃, at the centre of its length. This load gives rise to a
discontinuity in the bending moment expression.
!⁄ !
"
Figure 5
!⁄ !
"
!! # !"
Figure 6
Considering each span between the loading discontinuity separately in order to determine expressions for bending
moment, 𝑀.:
6
Span 1
Figure 7 shows the free body diagram of the beam sectioned within span 1 (i.e. before the loading discontinuity caused
by 𝑃), taking the origin as the left-hand end. The unknown bending moment, 𝑀, and shear force, 𝑆, at this section, are
shown in the diagram.
!
"
!! #
Figure 7
Taking moments about the section position in order to determine an expression for the bending moment, 𝑀, in span
1:
𝑀 = 𝑅- 𝑥
d' 𝑦
𝐸𝐼 = 𝑅- 𝑥 (9)
d𝑥 '
Span 2
Figure 8 shows the free body diagram of the beam, now sectioned within span 2 (i.e. after the loading discontinuity
caused by 𝑃). As before, the unknown bending moment, 𝑀, and shear force, 𝑆, at this section, are shown in the
diagram.
!⁄ !
" #
$
!! #
Figure 8
Taking moments about the section position in order to determine an expression for the bending moment, 𝑀, in span
2:
𝐿
𝑀 + 𝑃 *𝑥 − , = 𝑅- 𝑥
2
7
𝐿
∴ 𝑀 = 𝑅- 𝑥 − 𝑃 *𝑥 − ,
2
d' 𝑦 𝐿
𝐸𝐼 = 𝑅- 𝑥 − 𝑃 *𝑥 − , (10)
d𝑥 ' 2
It is interesting to note that the forms of equations (9) and (10) are similar, in that there is simply an extra term added
to take account of the extra span of the beam (as we move past the loading discontinuity). In fact, due to this similarity,
equation (10), i.e. the expression derived for the final span of the beam, can be applied to the full length of the beam
by rewriting it in a slightly different form as follows:
d' 𝑦 𝐿
𝐸𝐼 = 𝑅- 𝑥 − 𝑃 〈𝑥 − 〉 (11)
d𝑥 ' 2
Note the change of bracket shape. These 〈 〉 brackets are termed ‘Macaulay Brackets’ and due to these, equation
(11) is now applicable to any position, 𝑥, in the beam shown in Figure 5, if we adopt ‘Macaulay’s convention’.
Macaulay’s convention states that whenever a Macaulay bracketed term becomes negative, the entire term it is part
of is set to zero.
Adopting this convention, the general 2nd order differential expression for the beam, shown by equation (11) for the
!"
beam shown in Figure 5, can be integrated with respect to 𝑥 to give the slope, !# , and integrated again to give the
deflection, 𝑦, at any position 𝑥, along the length of the beam.
If, for example, the slope and deflection at the position of the point load shown in Figure 5 was required, the solution
is as follows:
Application of equilibrium for the determination of the reaction forces at the support positions
Vertical Equilibrium:
𝑃 = 𝑅- + 𝑅. (12)
𝑃𝐿
𝑅. 𝐿 =
2
𝑃
∴ 𝑅. =
2
8
Substituting this into equation (12):
𝑃
𝑅- = (13)
2
𝐝𝒚
Determination of expressions for slope, 𝐝𝒙, and deflection, 𝒚, as functions of 𝒙
Once the 2nd order differential expression for the beam has been determined, in this case as given by equation (11),
integration with respect t to 𝑥 gives:
𝐿'
d𝑦 𝑅- 𝑥 ' 𝑃 〈𝑥 − 2〉 (14)
𝐸𝐼 = − +A
d𝑥 2 2
!"
where !# represents the slope at any position, 𝑥.
𝐿(
𝑅- 𝑥 ( 𝑃 〈𝑥 − 2〉 (15)
𝐸𝐼𝑦 = − + A𝑥 + B
6 6
B=0
Note that the term related to 𝑃 has been set to zero, as the contents of the Macaulay brackets is negative (i.e.
2
〈0 − 〉 < 0).
'
𝐿 (
𝑅- 𝐿( 𝑃 X2Y
0= − + A𝐿
6 6
𝐿' 𝑃
∴A= * − 𝑅- , (16)
6 8
9
Note that for the term related to 𝑃, the Macaulay brackets have been changed to regular brackets, as Macaulay’s
2
convention has been applied and the contents of the Macaulay brackets is positive (i.e. 〈𝐿 − 〉 > 0)).
'
d𝑦 𝑅- 𝐿'
𝐸𝐼 = +A
d𝑥 8
and
𝑅- 𝐿( A𝐿
𝐸𝐼𝑦 = +
48 2
Substituting the expressions for 𝑅- and A, from equations (13) and (16), respectively, into these, and rearranging for
!"
!#
and 𝑦, gives:
d𝑦
=0
d𝑥
and
𝑃𝐿(
𝑦=− (17)
48𝐸𝐼
As the beam is loaded and supported symmetrically, it makes sense that the slope at the centre position is zero.
Additionally, as the single applied load is downwards, it would be expected that the deflection at the centre position
of the beam would also be downwards and therefore negative according to the sign convention defined in section 2
of these notes, i.e. 𝑦 is positive in the upwards direction.
Consider a uniformly distributed load (UDL), 𝑤 Nm-1, acting over part of a beam’s span, as shown in Figure 9. The UDL
runs from distance 𝑎 from the origin (left-hand end) of the beam, all the way to the right-hand end of the beam. A
discontinuity occurs at the position where the UDL commences.
$
! N/m
"! ! ""
Figure 9
10
Figure 10 shows the resulting free-body diagram after sectioning the beam after the discontinuity.
$ ! !
"
"! %
Figure 10
𝑤〈𝑥 − 𝑎〉'
𝑀+ = 𝑅- 𝑥 (18)
2
𝑤〈𝑥 − 𝑎〉'
∴ 𝑀 = 𝑅- 𝑥 −
2
As in section 3 of these notes, this 2nd order differential expression of the elastic line can now be integrated with
!"
respect to 𝑥 in order to determine the slope, !# , and again in order to determine the deflection, 𝑦, as functions of 𝑥.
Boundary conditions are then used to determine the constants of integration before evaluation of the slope and/or
deflection at any position, 𝑥, along the beam.
As can be seen from equation (18), when taking moment equilibrium, the contribution of the UDL is calculated by first
turning the UDL, 𝑤 (unit Nm-1), into a force (unit N) by multiplying it by the distance over which it acts, 𝑥 − 𝑎 (unit m).
〈#45〉
This force is then turned into a moment by multiplying it by the distance to the centre position of the UDL, '
(unit
m). Note that Macaulay brackets are used in the length term in order to allow for Macaulay’s method to be employed
for the inclusion or elimination of the term depending on the position, 𝑥, being evaluated.
11
%
$
! N/m
"! ! ""
Figure 11
In this case, the UDL, 𝑞, runs from distance 𝑎 from the origin (left-hand end) of the beam, up to distance 𝑏 from the
origin. Discontinuities therefore occur both at the position where the UDL commences, and at the position where it
ends.
In order to progress towards a general bending moment expression for the beam, analogous to equation (18) for the
continuous UDL, the applied discontinuous UDL, 𝑞, is extended to the end of the beam and an additional, negative,
counterbalancing UDL superimposed over the newly extended part, as shown in Figure 12. The extended applied UDL,
𝑞, and the added counterbalancing UDL, −𝑞, mathematically cancel each other out and therefore this gives a statically
equivalent system to the original partially extended (discontinuous) UDL.
%
$
! N/m
"! −! ""
!
Figure 12
As before, the beam is then sectioned after the final discontinuity, and a free body diagram drawn, as shown in Figure
13.
%
$ !
!
"
"! −!
'
Figure 13
In the determination of a bending moment expression, each of the now continuous UDLs in Figure 13 are dealt with
as in the determination of equation (18) from Figure 10. I.e.:
12
𝑞〈𝑥 − 𝑎〉' 𝑞〈𝑥 − 𝑏〉'
𝑀+ = 𝑅- 𝑥 +
2 2
As before, this 2nd order differential expression of the elastic line can be integrated with respect to 𝑥 in order to
7"
determine the slope, 7# , and again in order to determine the deflection, 𝑦, as functions of 𝑥, and boundary conditions
used to determine the constants of integration before evaluation of the slope and/or deflection at any position, 𝑥,
along the beam.
Consider a point bending moment, 𝑀8 Nm, acting at a distance 𝑎 from the left-hand side of a beam which is simply
supported at both ends, as shown in Figure 14. This point bending moment gives rise to a discontinuity in the bending
moment expression.
!! $# !"
!
Figure 14
Figure 15 shows the resulting free-body diagram after sectioning the beam after the discontinuity.
# !
"
!! $"
%
Figure 15
13
𝑀 + 𝑀8 〈𝑥 − 𝑎〉9 = 𝑅- 𝑥 (19)
∴ 𝑀 = 𝑅- 𝑥 − 𝑀8 〈𝑥 − 𝑎〉9
d' 𝑦
𝐸𝐼 = 𝑅- 𝑥 − 𝑀8 〈𝑥 − 𝑎〉9 (20)
d𝑥 '
!"
Again, equation (20) can be integrated with respect to 𝑥 in order to determine the slope, !#
, and again in order to
determine the deflection, 𝑦, as functions of 𝑥, and boundary conditions used to determine the constants of integration
before evaluation of the slope and/or deflection at any position, 𝑥, along the beam.
Note from equation (19), that the form of the discontinuity function for the point bending moment is 𝑀8 〈𝑥 − 𝑎〉9 . This
is the same as for a point load, except that the bracketed length is raised to the power zero. This is simply a
mathematical convenience for facilitating Macaulay’s method whilst maintaining the correct units of the moment, 𝑀8 .
I.e. if a position in the beam where 𝑥 < 𝑎 is considered for evaluation, then the contents of the Macaulay brackets is
negative and the entire term set to zero. However, if a position in the beam where 𝑥 > 𝑎 is considered for evaluation,
then the contents of the Macaulay brackets is positive, and the term is included. As the length term, 〈𝑥 − 𝑎〉9 , is raised
to the power of zero, it becomes 1, and so the term simplifies to 𝑀8 .
We have seen that Macaulay’s method can be used to find the slope and/or deflection at any position along a beam
where point loads, uniformly distributed loads and/or point bending moments produce discontinuities in the bending
moment expression. The method can also be used where there is a combination of these loads acting on a beam.
When developing the bending moment expression for a beam with load discontinuities, the singularity functions
shown in Table 1 are used for each different type of load.
Table 1
𝑤〈𝑥 − 𝑎〉'
Continuous UDL, 𝑤 – single discontinuity
2
14
Note that in these singularity functions, the exponent is 1 for a point load, 2 for a UDL and 0 for a point bending
moment.
6. Worked Example – Beam with Point Load, Discontinuous Uniformly Distributed Load & Point Bending Moment
Problem
The Young’s modulus, 𝐸, of the material is 200 GPa and the beam is of circular cross-section of diameter, 𝐷 = 50 mm.
2#
3
#
3
# "
!
6
%!
!
Figure 16
Use Macaulay’s method to determine the slope and deflection of the beam at its centre position.
Solution
As the beam is of circular cross-section, the 2nd moment of area, 𝐼, is calculated as:
π𝐷; π × 0.05;
𝐼= = = 3.068 × 104< m;
64 64
Figure 17 shows a free-body-diagram of the beam which can be used to calculate the reaction forces.
15
2%
3
%
3
% "
!
6
#" "! ##
!
Figure 17
𝑞𝐿
𝑅- + 𝑅. = 𝑃 + (21)
3
𝑃𝐿 𝑞𝐿'
𝑅. 𝐿 = 𝑀8 + +
3 6
𝑀8 𝑃 𝑞𝐿 11
∴ 𝑅. = + + = kN
𝐿 3 6 3
𝑞𝐿 1
𝑅- = 𝑃 + − 𝑅. = kN
3 3
Next, as there is a discontinuous uniformly distributed load, this needs to be extended to the end of the beam and an
additional, negative, counterbalancing UDL superimposed over the newly extended part. Figure 18 shows the result
of taking the left-hand end of the beam as the origin and sectioning the beam after the final discontinuity.
2'
3
'
3
' # !
!
6
"
"! −!
#"
%
Figure 18
16
Taking moments about the section position (remembering to implement Macaulay’s convention):
𝐿 2𝐿 '
𝐿 𝑞 〈𝑥 − 3〉' 𝐿 9 𝑞 〈𝑥 − 3 〉
𝑀 + 𝑃 〈𝑥 − 〉 + = 𝑅- 𝑥 + 𝑀8 〈𝑥 − 〉 +
3 2 6 2
2𝐿 𝐿
𝐿9 𝐿 𝑞 〈𝑥 − 3 〉' 𝑞 〈𝑥 − 3〉'
∴ 𝑀 = 𝑀8 〈𝑥 − 〉 + 𝑅- 𝑥 − 𝑃 〈𝑥 − 〉 + −
6 3 2 2
2𝐿 𝐿
d' 𝑦 𝐿9 𝐿 𝑞 〈𝑥 − 3 〉' 𝑞 〈𝑥 − 3〉'
𝐸𝐼 ' = 𝑀8 〈𝑥 − 〉 + 𝑅- 𝑥 − 𝑃 〈𝑥 − 〉 + −
d𝑥 6 3 2 2
𝐿' 2𝐿 𝐿
d𝑦 𝐿 𝑅- 𝑥 ' 𝑃 〈𝑥 − 3〉 𝑞 〈𝑥 − 3 〉( 𝑞 〈𝑥 − 3〉( (22)
𝐸𝐼 = 𝑀8 〈𝑥 − 〉 + − + − +𝐴
d𝑥 6 2 2 6 6
𝐿 𝐿( 2𝐿 𝐿
𝑀8 〈𝑥 − 6〉' 𝑅- 𝑥 ( 𝑃 〈𝑥 − 3〉 𝑞 〈𝑥 − 3 〉; 𝑞 〈𝑥 − 3〉; (23)
𝐸𝐼𝑦 = + − + − + A𝑥 + B
2 6 6 24 24
B=0
583
A=−
432
2
The slope and deflection at 𝑥 = can now be evaluated by using equations (22) and (23), respectively.
'
2
Substituting 𝑥 = ' into (22) and (23) and applying Macaulay’s convention gives:
17
d𝑦 1 𝑀8 𝐿 𝑅- 𝐿' 𝑃𝐿' 𝑞𝐿(
= A + − − + 𝐴B
d𝑥 𝐸𝐼 3 8 72 1296
and
!"
=〈#4 〉#
Note that in each of the above expressions, the term related to the added counterbalancing UDL, i.e. #
and
:
!"
=〈#4 〉$
';
#
, respectively, has been removed as 𝑥 < 𝑐 and so the contents of the Macaulay brackets in these terms is
negative and so the terms are set to zero. In all of the other terms with Macaulay brackets, these have been replaced
with regular brackets as the contents are positive and so Macaulay’s convention has been satisfied.
d𝑦
= 2.838 × 104( rad
d𝑥
and
𝑦 = −0.01026 m = −10.26 mm
Macaulay’s method can also be used to solve for the slopes and deflections of statically indeterminate beams. A beam
is statically indeterminate when the reaction forces and/or bending moments cannot be determined by the equations
of statics alone. An example of this is a clamped-clamped beam subjected to a point load, as shown in Figure 19.
!
"
Figure 19
18
!
!! " !"
#
"! ""
Figure 20
It can be seen from Figure 20 that the end reactions are 𝑅- , 𝑀- , 𝑅. , and 𝑀. ; a reaction force and a reaction bending
moment which restrain the displacement and rotation, respectively, at both ends of the beam. There are therefore
four unknowns which cannot be solved for by equilibrium alone. We therefore continue as before, but this time
without knowing the reactions.
Figure 21 shows the result of taking the left-hand end A as the origin and sectioning the beam after the discontinuity.
!
!! " #
$
$
"!
Figure 21
𝑀 + 𝑃〈𝑥 − 𝑎〉 = 𝑅- 𝑥 + 𝑀-
∴ 𝑀 = 𝑅- 𝑥 + 𝑀- − 𝑃〈𝑥 − 𝑎〉
d' 𝑦
𝐸𝐼 ' = 𝑅- 𝑥 + 𝑀- − 𝑃〈𝑥 − 𝑎〉
d𝑥
19
𝑅- 𝑥 ( 𝑀- 𝑥 ' 𝑃〈𝑥 − 𝑎〉(
𝐸𝐼𝑦 = + − + A𝑥 + B (25)
6 2 6
Equations (24) and (25) contain four unknowns, namely 𝑀- and 𝑅- and the integration constants A and B. In this case
we can use four boundary conditions to solve for these four unknowns.
B=0
!"
Boundary condition 2: at 𝑥 = 0, = 0 (i.e. at this clamp position there is no rotation)
!#
A=0
!"
Boundary condition 4: at 𝑥 = 𝐿, !# = 0 (i.e. at this clamp position there is no rotation)
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Substituting these expressions for 𝑅- and 𝑀- into equations (24) and (25):
and
In the case of the beam shown in Figure 19 being loaded at the centre position, and evaluating for the slope and
2
deflection at this position, i.e. 𝑎 = ' = 𝑥, equations (28) and (29) give:
d𝑦
=0
d𝑥
and
𝑃𝐿(
𝑦=−
192𝐸𝐼
As this beam is loaded and supported symmetrically, it makes sense that the slope at the centre position is zero.
Additionally, as the single applied load is downwards, it would be expected that the deflection at the centre of the
beam would also be downwards and therefore negative (according to the sign convention defined in section 2 of these
notes, i.e. 𝑦 is positive in the upwards direction).
It is interesting to note that clamping the ends of a beam which is carrying a single point load at its centre position,
results in a deflection which is 25% of the deflection of a simply supported equivalent (see equation (17)).
21