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Intermediate mechanical engineering: 50 formulas and principles

Core undergraduate mechanical engineering: bending and torsion, thermodynamic cycles, fluid flow, heat transfer, machine design and vibrations.

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Bending stress in a beam (flexure formula)

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  1. 1
    Bending stress in a beam (flexure formula)
    σ=MyI\sigma = \dfrac{My}{I}
    yy is the distance from the neutral axis and II the second moment of area; the stress is largest at the outer fibers.
  2. 2
    Second moment of area of a rectangle about its centroidal axis
    I=bh312I = \dfrac{bh^3}{12}
    hh is the depth in the direction of bending, so doubling the depth makes a beam eight times stiffer.
  3. 3
    Second moment of area of a solid circular section
    I=πd464I = \dfrac{\pi d^4}{64}
    The polar second moment, used in torsion, is twice this: J=πd432J = \dfrac{\pi d^4}{32}.
  4. 4
    Parallel axis theorem for areas
    I=Ic+Ad2I = I_c + Ad^2
    IcI_c is about the parallel axis through the centroid and dd is the distance between the two axes.
  5. 5
    Shear stress in a circular shaft under torsion
    τ=TrJ\tau = \dfrac{Tr}{J}
    Zero at the center and largest at the outer surface.
  6. 6
    Angle of twist of a circular shaft
    ϕ=TLGJ\phi = \dfrac{TL}{GJ}
    In radians; GJGJ is the torsional rigidity.
  7. 7
    Relationship between shear force and bending moment
    dMdx=V\dfrac{dM}{dx} = V
    The change in moment between two sections equals the area under the shear force diagram, so the moment reaches a maximum or minimum where the shear force crosses zero.
  8. 8
    Maximum bending moment in a simply supported beam with a uniform load
    Mmax⁡=wL28M_{\max} = \dfrac{wL^2}{8}
    At midspan; ww is the load per unit length. For a central point load PP it is PL4\dfrac{PL}{4}.
  9. 9
    Tip deflection of a cantilever with an end load
    δ=PL33EI\delta = \dfrac{PL^3}{3EI}
    For a simply supported beam with a uniform load, the midspan deflection is 5wL4384EI\dfrac{5wL^4}{384EI}.
  10. 10
    Euler critical buckling load
    Pcr=π2EI(KL)2P_{cr} = \dfrac{\pi^2 EI}{(KL)^2}
    KK is the effective length factor: 1 pinned–pinned, 0.5 fixed–fixed, 0.7 fixed–pinned, 2 fixed–free. Use the smallest II.
  11. 11
    Mohr’s circle for plane stress: center and radius
    Center σavg=σx+σy2\sigma_{\text{avg}} = \dfrac{\sigma_x + \sigma_y}{2}, radius R=(σx−σy2)2+τxy2R = \sqrt{\left(\dfrac{\sigma_x - \sigma_y}{2}\right)^2 + \tau_{xy}^2}
    The principal stresses are σavg±R\sigma_{\text{avg}} \pm R, and RR is the maximum in-plane shear stress.
  12. 12
    Hoop stress in a thin-walled cylinder
    σh=prt\sigma_h = \dfrac{pr}{t}
    The axial stress is half as much, pr2t\dfrac{pr}{2t}. Valid for thin walls, roughly r/t≥10r/t \ge 10.
  13. 13
    Rotational equation of motion of a rigid body
    ∑M=Iα\sum M = I\alpha
    Taken about the center of mass or a fixed axis of rotation.
  14. 14
    Mass moment of inertia of a solid cylinder about its axis
    I=12mr2I = \tfrac{1}{2}mr^2
    A thin ring has mr2mr^2; a slender rod about its center has 112mL2\tfrac{1}{12}mL^2.
  15. 15
    Instantaneous center of zero velocity
    The point that has zero velocity at a given instant, so a body in plane motion is momentarily rotating about it
    For a wheel rolling without slipping, it is the contact point with the ground.
  16. 16
    Kelvin–Planck statement of the second law
    No device operating in a cycle can take heat from a single reservoir and turn all of it into work
    So every heat engine must reject some heat to a colder reservoir.
  17. 17
    Entropy change in a reversible process
    dS=δQrevTdS = \dfrac{\delta Q_{\text{rev}}}{T}
    The entropy of an isolated system never decreases.
  18. 18
    Carnot efficiency
    η=1−TCTH\eta = 1 - \dfrac{T_C}{T_H}
    The highest efficiency any heat engine can reach between two reservoirs; temperatures are absolute, in kelvin.
  19. 19
    The four processes of the ideal Rankine cycle
    Isentropic pumping of liquid, heat addition at constant pressure in the boiler, isentropic expansion in the turbine, and heat rejection at constant pressure in the condenser
    The basic cycle of steam power plants.
  20. 20
    Otto cycle efficiency
    η=1−1rγ−1\eta = 1 - \dfrac{1}{r^{\gamma - 1}}
    rr is the compression ratio and γ=cp/cv\gamma = c_p/c_v, about 1.4 for air. It models spark-ignition engines.
  21. 21
    Otto vs Diesel cycle
    The Otto cycle adds heat at constant volume; the Diesel cycle adds it at constant pressure
    At the same compression ratio the Otto cycle is more efficient, but diesel engines run at much higher compression ratios.
  22. 22
    Ideal Brayton cycle efficiency
    η=1−1rp(γ−1)/γ\eta = 1 - \dfrac{1}{r_p^{(\gamma - 1)/\gamma}}
    rpr_p is the compressor pressure ratio. It models gas turbines: isentropic compression and expansion, with heat added and rejected at constant pressure.
  23. 23
    Isentropic temperature–pressure relation for an ideal gas
    T2T1=(p2p1)(γ−1)/γ\dfrac{T_2}{T_1} = \left(\dfrac{p_2}{p_1}\right)^{(\gamma - 1)/\gamma}
    With constant specific heats; equivalently pvγ=constantpv^{\gamma} = \text{constant}.
  24. 24
    Coefficient of performance of a refrigerator
    COPR=QLWin\mathrm{COP}_R = \dfrac{Q_L}{W_{\text{in}}}
    For a heat pump COPHP=QHWin=COPR+1\mathrm{COP}_{HP} = \dfrac{Q_H}{W_{\text{in}}} = \mathrm{COP}_R + 1. Both can exceed 1.
  25. 25
    Steady-flow energy equation
    Q˙−W˙=m˙[h2−h1+V22−V122+g(z2−z1)]\dot{Q} - \dot{W} = \dot{m}\left[h_2 - h_1 + \dfrac{V_2^2 - V_1^2}{2} + g(z_2 - z_1)\right]
    For one inlet and one outlet; Q˙\dot{Q} is the heat added to the fluid and W˙\dot{W} the work it does, such as turbine shaft work.
  26. 26
    Quality (dryness fraction) of a saturated liquid–vapor mixture
    x=mvapormtotalx = \dfrac{m_{\text{vapor}}}{m_{\text{total}}}
    Mixture properties follow from it, e.g. h=hf+x hfgh = h_f + x\,h_{fg}.
  27. 27
    Continuity equation for incompressible flow in a pipe
    A1V1=A2V2A_1 V_1 = A_2 V_2
    It comes from conservation of mass, with mass flow rate m˙=ρAV\dot{m} = \rho A V.
  28. 28
    Bernoulli’s equation
    p+12ρV2+ρgz=constantp + \tfrac{1}{2}\rho V^2 + \rho g z = \text{constant}
    Along a streamline, in steady, incompressible flow with no friction.
  29. 29
    Reynolds number
    Re=ρVDμ=VDν\mathrm{Re} = \dfrac{\rho V D}{\mu} = \dfrac{VD}{\nu}
    The ratio of inertial to viscous forces. Pipe flow is laminar below about 2300 and usually turbulent above about 4000.
  30. 30
    Darcy–Weisbach head loss
    hf=f LD V22gh_f = f\,\dfrac{L}{D}\,\dfrac{V^2}{2g}
    ff is the Darcy friction factor; for turbulent flow it comes from the Moody chart or the Colebrook equation.
  31. 31
    Darcy friction factor for laminar pipe flow
    f=64Ref = \dfrac{64}{\mathrm{Re}}
    It doesn’t depend on the wall roughness.
  32. 32
    Kinematic viscosity
    ν=μρ\nu = \dfrac{\mu}{\rho}
    Water at 20 °C has μ≈1.0×10−3 Pa s\mu \approx 1.0 \times 10^{-3}\ \mathrm{Pa\,s} and ν≈1.0×10−6 m2/s\nu \approx 1.0 \times 10^{-6}\ \mathrm{m^2/s}.
  33. 33
    Drag force
    FD=12CDρV2AF_D = \tfrac{1}{2} C_D \rho V^2 A
    CDC_D is the drag coefficient and AA a reference area, usually the frontal area.
  34. 34
    Fourier’s law of heat conduction
    Q˙=−kA dTdx\dot{Q} = -kA\,\dfrac{dT}{dx}
    kk is the thermal conductivity in W m−1 K−1\mathrm{W\,m^{-1}\,K^{-1}}: about 400 for copper, 50 for carbon steel and 0.026 for air.
  35. 35
    Conduction thermal resistance of a plane wall
    R=LkAR = \dfrac{L}{kA}
    Resistances in series add, so Q˙=ΔT∑R\dot{Q} = \dfrac{\Delta T}{\sum R}, like current through resistors.
  36. 36
    Newton’s law of cooling
    Q˙=hA (Ts−T∞)\dot{Q} = hA\,(T_s - T_\infty)
    hh is the convection heat transfer coefficient, in W m−2 K−1\mathrm{W\,m^{-2}\,K^{-1}}.
  37. 37
    Radiation emitted by a surface (Stefan–Boltzmann law)
    Q˙=εσAT4\dot{Q} = \varepsilon\sigma A T^4
    σ≈5.67×10−8 W m−2 K−4\sigma \approx 5.67 \times 10^{-8}\ \mathrm{W\,m^{-2}\,K^{-4}}, TT is absolute and the emissivity ε\varepsilon is between 0 and 1.
  38. 38
    Nusselt number
    Nu=hLk\mathrm{Nu} = \dfrac{hL}{k}
    kk is the fluid’s conductivity. It compares convection with pure conduction across the fluid layer.
  39. 39
    Biot number
    Bi=hLck\mathrm{Bi} = \dfrac{hL_c}{k}
    kk is the solid’s conductivity and Lc=V/AsL_c = V/A_s. If Bi<0.1\mathrm{Bi} < 0.1, the lumped capacitance method applies: the body’s temperature is nearly uniform.
  40. 40
    Factor of safety
    n=strengthstressn = \dfrac{\text{strength}}{\text{stress}}
    Equivalently, failure load over working load. It covers uncertainty in loads, materials and analysis.
  41. 41
    Endurance limit
    The stress amplitude below which a steel survives an essentially unlimited number of cycles; roughly 0.5 Sut0.5\,S_{ut}
    Shigley’s estimate for a polished rotating-beam specimen with Sut≤1400 MPaS_{ut} \le 1400\ \mathrm{MPa}. Real parts need correction factors.
  42. 42
    Von Mises stress in plane stress
    σ′=σ12−σ1σ2+σ22\sigma' = \sqrt{\sigma_1^2 - \sigma_1\sigma_2 + \sigma_2^2}
    Distortion-energy theory: a ductile part yields when σ′≥Sy\sigma' \ge S_y. Tresca’s maximum-shear-stress theory is slightly more conservative.
  43. 43
    Stress concentration factor
    Kt=σmax⁡σnomK_t = \dfrac{\sigma_{\max}}{\sigma_{\text{nom}}}
    Caused by holes, notches and sharp fillets. A small circular hole in a wide plate under tension gives Kt=3K_t = 3.
  44. 44
    Clearance, transition and interference fits
    Clearance: the shaft is always smaller than the hole. Interference: always larger. Transition: either, depending on the actual sizes
    In ISO notation, H7/g6 is a clearance fit, H7/k6 a transition fit and H7/p6 an interference fit.
  45. 45
    Rated life of a rolling-element bearing
    L10=(CP)aL_{10} = \left(\dfrac{C}{P}\right)^{a} million revolutions
    CC is the dynamic load rating, PP the equivalent load, and a=3a = 3 for ball bearings or 10/310/3 for roller bearings. 90% of bearings reach L10L_{10}.
  46. 46
    Natural frequency of an undamped spring–mass system
    ωn=km\omega_n = \sqrt{\dfrac{k}{m}}
    In rad/s; in hertz, fn=ωn2πf_n = \dfrac{\omega_n}{2\pi}.
  47. 47
    Natural frequency from static deflection
    ωn=gδst\omega_n = \sqrt{\dfrac{g}{\delta_{st}}}
    Because kδst=mgk\delta_{st} = mg. A static deflection of 1 mm1\ \mathrm{mm} gives about 15.8 Hz15.8\ \mathrm{Hz}.
  48. 48
    Damping ratio
    ζ=ccc=c2km\zeta = \dfrac{c}{c_c} = \dfrac{c}{2\sqrt{km}}
    Underdamped if ζ<1\zeta < 1 (it oscillates), critically damped at ζ=1\zeta = 1, overdamped if ζ>1\zeta > 1.
  49. 49
    Damped natural frequency
    ωd=ωn1−ζ2\omega_d = \omega_n\sqrt{1 - \zeta^2}
    Only defined for underdamped systems, ζ<1\zeta < 1.
  50. 50
    Resonance
    Large-amplitude vibration when a forcing frequency is close to a natural frequency
    At resonance the amplitude is limited only by damping.

Frequently asked questions

What should I know before this deck?

Statics, stress and strain, basic material properties and thermodynamics vocabulary, as in the Mechanical engineering basics deck, plus first-year calculus.

Does this deck help with the FE Mechanical exam?

It covers many of the core topics in mechanics of materials, thermodynamics, fluids, heat transfer, machine design and vibrations, but the exam is broader. Use it alongside the official reference handbook and practice problems.

Why do sign conventions differ from my textbook?

Beam shear and moment, the first law of thermodynamics and stress transformation all have more than one convention in use. The cards give magnitudes or say which convention they use; pick one and apply it consistently.

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