Sections and stress

The wide side goes inside

A crane hook's section is a trapezoid with its broad face towards the centre of curvature, and that is not a casting convenience. Turn the same section round — same area, same depth, same moment — and the stress at the fibre that breaks rises by thirty-nine per cent. The shape is doing two things at once, and only one of them is in a straight beam's arithmetic.

Assumes The bar that was bent before it was loaded, The material far from the middle does nearly all the work and Bending is a pair of forces, pushing and pulling.

A bar that was bent before it was loaded has its neutral axis inside its centroid, and the stress across it is a hyperbola rather than a straight line. That rung establishes the correction. This one is about what to do with it.

The hero is a hook of trapezoidal section, 50 to 120 mm radius, 40 mm wide at the inside and 15 at the outside, carrying 100 kN. Cutting the throat leaves a face with a direct tension of 100 kN and a moment of 7.970 kN·m, and the stress reaches 497.5 N/mm² at the inner fibre — where the straight-beam calculation says 323.4, and where hooks break.

The question this rung answers is why that section is that shape.

Two effects, and only one of them is new

Hold the area at 1,925 mm², the depth at 70 mm, the radii at 50 and 120, and the moment at 4 kN·m. Change only the distribution of the area across the depth.

Strain goes as 1/r, so the stress is a hyperbola and its zero has moved. Bending stress across a trapezoid of 70 mm depth curved to R/h = 1.14, under 4.000 kN·m. The fibres are not the same length, so strain goes as 1/r rather than as r and the stress is a hyperbola: 223.6 N/mm² at the inner fibre against 162.3 from My/I, a factor of 1.378, and 167.3 of compression at the outer fibre against My/I's 220.3. The axis of zero stress is at r = 75.04 mm, 4.65 mm inside the centroid at 79.70 mm — 35.8% of the depth from the inner fibre rather than the 42.4% the centroid sits at. Everything divides by e, which is a difference of two nearly equal numbers, and the solver checks its closed form against a quadrature before anything is divided by it.
Fig. 1 The trapezoid with its wide face inward. The straight-beam formula gives 162.3 N/mm² at the inner fibre, the curvature correction multiplies it by 1.378, and the answer is 223.6. The neutral axis sits 4.65 mm inside the centroid, at 35.8 per cent of the depth from the inner fibre against the centroid’s 42.4.
Strain goes as 1/r, so the stress is a hyperbola and its zero has moved. Bending stress across a rectangle of 70 mm depth curved to R/h = 1.21, under 4.000 kN·m. The fibres are not the same length, so strain goes as 1/r rather than as r and the stress is a hyperbola: 246.9 N/mm² at the inner fibre against 178.1 from My/I, a factor of 1.386, and 137.5 of compression at the outer fibre against My/I's 178.1. The axis of zero stress is at r = 79.96 mm, 5.04 mm inside the centroid at 85.00 mm — 42.8% of the depth from the inner fibre rather than the 50% the centroid sits at. Everything divides by e, which is a difference of two nearly equal numbers. Golovin's exact plane-stress solution, which assumes nothing about plane sections, is drawn over the top: 247.9 N/mm² at the inner fibre, 0.43% from Winkler's answer. Winkler's theory is not an approximation that happens to be good; it is very nearly the elasticity.
Fig. 2 The same area as a rectangle, 27.5 mm wide. The straight-beam stress is 178.1 N/mm², the correction is 1.386, and the answer is 246.9 — ten per cent worse than the trapezoid on the same steel. The centroid is at mid-depth and the neutral axis 5.04 mm inside it.

Now turn the first section round, keeping every quantity in the comparison fixed and changing only which end of the depth the material sits at.

Strain goes as 1/r, so the stress is a hyperbola and its zero has moved. Bending stress across a trapezoid of 70 mm depth curved to R/h = 1.29, under 4.000 kN·m. The fibres are not the same length, so strain goes as 1/r rather than as r and the stress is a hyperbola: 311.6 N/mm² at the inner fibre against 220.3 from My/I, a factor of 1.415, and 125.7 of compression at the outer fibre against My/I's 162.3. The axis of zero stress is at r = 85.56 mm, 4.74 mm inside the centroid at 90.30 mm — 50.8% of the depth from the inner fibre rather than the 57.6% the centroid sits at. Everything divides by e, which is a difference of two nearly equal numbers, and the solver checks its closed form against a quadrature before anything is divided by it.
Fig. 3 And the trapezoid turned round, wide face outward. The straight-beam stress is 220.3 N/mm², the correction is 1.415, and the answer is 311.6 — thirty-nine per cent above the first figure, from a section with identical area, identical depth and identical curvature.

Read the two columns separately, because they behave completely differently.

The correction factor runs 1.378, 1.386, 1.415 across the three. That is a spread of under three per cent, and it is the quantity the rung below this one is about.

The straight-beam stress runs 162.3, 178.1, 220.3 — a spread of 36 per cent, and it is ordinary section-modulus arithmetic that has nothing to do with curvature at all.

So the shaping is mostly a straight-beam decision. Putting area near the inner fibre raises the section modulus about the inner fibre, exactly as it would in a straight beam loaded one way round, and that is worth most of the 39 per cent. The curvature correction adds a further couple of per cent in the same direction, because a section with its area concentrated near the inside has a smaller ee — the gap between centroid and neutral axis relative to the depth.

Both point the same way, which is why the shaping is unambiguous. In a straight beam a section shaped for one direction of bending is worse for the other; here there is only one direction, because the load hangs on one side of the throat and always will.

Strain goes as 1/r, so the stress is a hyperbola and its zero has moved. Bending stress across a round bar of 70 mm depth curved to R/h = 1.21, under 4.000 kN·m. The fibres are not the same length, so strain goes as 1/r rather than as r and the stress is a hyperbola: 172.2 N/mm² at the inner fibre against 118.8 from My/I, a factor of 1.450, and 89.1 of compression at the outer fibre against My/I's 118.8. The axis of zero stress is at r = 81.23 mm, 3.77 mm inside the centroid at 85.00 mm — 44.6% of the depth from the inner fibre rather than the 50% the centroid sits at. Everything divides by e, which is a difference of two nearly equal numbers, and the solver checks its closed form against a quadrature before anything is divided by it.
Fig. 4 The round bar, for contrast, at twice the area of the other three — 3,848 mm² — and reaching only 172.2 N/mm². Its correction factor is the largest of the four at 1.450, because a circle puts almost no area at either extreme fibre and its e/he/h is small; and it is nevertheless the least stressed section here, because it has twice as much steel. The correction factor is not a ranking of sections.

Which free body produced the moment

The 7.970 kN·m in the hero is not read off a bending moment diagram, and it is worth deriving because the lever arm is the quantity the section shape moves.

Take the hook and cut it across the throat. Keep everything below the cut — the load, the shank of the hook it hangs on, and the lower part of the curve. One force enters that body: the 100 kN hanging on a line that passes through the centre of curvature, because that is where a load in the bight of a hook sits.

Resolve that force onto the cut face, at the section’s own centroid. It becomes a direct tension of 100 kN and a couple of 100×R100 \times R, where RR is the perpendicular distance from the load line to the centroid — 79.70 mm for the wide-in section.

So RR is a property of the section, not of the hook. It is the radius to the centroid, and moving material across the depth moves it. That is the third penalty of the previous section, and it is invisible in any calculation that treats the moment as given.

Two further things fall out of that free body and both are easy to get wrong.

The moment is taken about the centroid and the stress is zero somewhere else. Those are not in conflict: the moment is a statement about the resultant of the stresses, and the position where the stress vanishes is a consequence of the strain distribution. On a straight beam in pure bending the two coincide, which is why the distinction never arises there.

And the direct tension does not shift the neutral axis in the way an axial load usually does. It adds a uniform stress to a hyperbola, so the position of zero total stress moves outward — but the position used in the bending calculation, r=Rnr = R_n, is a property of the geometry alone and does not move at all. Confusing the two is the commonest slip in a hand calculation of a hook.

What turning it round does to the hook

Cut the throat, and the face carries a moment and a tension at once. A crane hook of trapezoid section, 50 to 120 mm radius and 15 to 40 mm wide, carrying 100 kN, drawn beside the section at the cut and the stress across it. The load hangs on a line through the centre of curvature, so cutting the throat and taking everything below the cut as the free body leaves a face carrying a direct tension of 100 kN and a moment of N·R = 9.030 kN·m about the section's own centroid, which sits a full R = 90.30 mm from the load line. The stress is a hyperbola, zero at r = 85.56 mm rather than at the centroid 4.74 mm outside it, reaching 755.5 N/mm² of tension at the inner fibre and 231.9 of compression at the outer. The straight-beam formula, drawn dashed, reports 497.3 N/mm² for the bending part against the true 703.5, and leaves the 51.9 N/mm² of direct tension out altogether — between them, 52% under the real peak, at the fibre where a hook actually breaks. This is why a hook is trapezoidal: both effects are worst inside, so the material goes there.
Fig. 5 The hero’s hook with its section turned round. The centroid has moved out from 79.70 mm to 90.30, so the lever arm and therefore the moment have grown — 9.030 kN·m rather than 7.970 — and the inner-fibre stress is 755.5 N/mm² against 497.5. Fifty-two per cent worse, from the same material in the same envelope.

That figure carries a third effect the profile comparison could not show, and it is the largest of the three.

The moment on a hook is NRN \cdot R, where RR is the distance from the load line to the section’s own centroid. Move the centroid outward and the lever arm grows with it — so a section shaped wide-side-out is not merely worse at resisting the moment, it is being asked for a larger one.

Three penalties, then, all from the same decision: a smaller section modulus at the governing fibre, a slightly larger curvature correction, and a longer lever arm. They compound to a factor of 1.52, and the only one of them a straight-beam intuition would have predicted is the first.

And the outer fibre goes the other way, which is what makes it a choice rather than an oversight. The wide-in section reaches 281.3 N/mm² of compression outside against the wide-out section’s 231.9. A designer looking at the outer fibre would turn the section the wrong way round and be right about the number they were looking at.

Shaping is a redistribution and it is paid for

Nothing in the comparison of the three sections added material. The area was 1,925 mm² throughout, and the 39 per cent came from where it was put.

That makes the shaping a redistribution, and redistributions are always paid for somewhere. Here the payment is explicit and it is at the outer fibre: 281.3 N/mm² of compression on the wide-in section against 231.9 on the wide-out one. The section that is 39 per cent better inside is 21 per cent worse outside.

The trade is worth taking because the inside governs, for three reasons that are worth separating.

The stresses are larger there. 223.6 against 167.3 on the wide-in section, before the direct tension is added.

The direct tension adds to the inside and subtracts from the outside. 51.9 N/mm² each way, so the gap widens by 104 N/mm² on a hook carrying 100 kN.

And the inside is in tension. A compressive peak on a stocky forged section is not a failure mode; a tensile one at a forged surface, cycled thousands of times, is the failure mode. The two fibres are not equivalent even at equal stress.

So the shaping rule has a condition attached that is easy to lose: put the material where the tension is. A curved member loaded the other way — an arch rib, a portal haunch hogging rather than sagging — has its tension at the outer fibre and wants the trapezoid the other way round, and it is the same essay with the sign changed.

A hook is unusual in never being loaded the other way, which is why its section can be optimised so hard. Most curved members in structures see both signs and get a symmetric section, and the shaping argument then buys nothing at all.

The tension nobody adds

A cut through a hook carries a moment and a direct tension. The same trapezoid with the free body a hook actually demands. Cutting the throat and taking everything below the cut leaves a face carrying a direct tension of 100 kN as well as a moment of 7.970 kN·m about the section's own centroid, because the load hangs on a line through the centre of curvature and the lever arm is R = 79.70 mm. The two are not alternatives. Bending alone gives 445.5 N/mm² inside; N/A adds a uniform 51.9 N/mm² across the whole section, and the peak becomes 497.5 N/mm² — the direct tension is 10.4% of it. Both effects are worst at the inner fibre, which is why a hook is trapezoidal: the material is put where both of them are.
Fig. 6 The same throat section with the whole of what crosses it. Bending alone gives 445.5 N/mm² at the inner fibre; the direct tension of 100 kN over 1,925 mm² adds a uniform 51.9 N/mm² across the section, and the peak is 497.5. The direct term is 10.4 per cent of the answer and it is the term most often left out.

The free body is the reason it cannot be left out. Cut the throat of the hook and take everything below the cut. The load hangs on a line through the centre of curvature, so what crosses the cut is a force of 100 kN along that line — which is to say a direct tension of 100 kN plus a moment of that force times its distance to the centroid.

Both are the same force resolved about the same point, and taking one without the other is not a conservative simplification, it is an incomplete free body.

They also land on the same fibre. The bending puts tension inside; the direct force puts tension everywhere. So the inner fibre gets both, the outer fibre gets their difference, and the shaping argument of the previous section is reinforced: every effect on this section is worst at the inside.

Which is the whole of the design rule. Put the steel where all three things are worst, accept that the outer fibre is then the less efficient one, and shape the section so that the fibre that governs is the one carrying the most material.

Why ee is the difficult number

The correction is governed by e=RRne = R - R_n, the gap between the centroid and the neutral axis, and every stress on this page divides by it.

For the wide-in trapezoid ee is 4.65 mm on a section 70 mm deep, and RnR_n itself is computed from A/dA/rA / \int \mathrm{d}A/r — an area divided by an integral, both of which are large numbers whose ratio is close to RR. Subtracting one from the other is a difference of two nearly equal quantities, which is the classic way to lose precision, and the loss gets worse exactly as the bar gets straighter.

At R/h=30R/h = 30 the gap is 0.26 per cent of the depth. Computing RnR_n to four significant figures and subtracting leaves ee with no significant figures at all, and the stress that divides by it is arbitrary.

Which is why the correction is not simply applied everywhere. The arithmetic of a curved beam is unstable in precisely the regime where the answer is closest to the straight beam’s, so the sensible procedure is to use it where it matters and use My/IMy/I where it does not — a rule about numerical conditioning masquerading as a rule about mechanics.

Two defences exist and this site’s generator uses the second.

Compute ee from a series in h/Rh/R rather than by subtraction, which keeps the cancellation out of the arithmetic and is what handbooks tabulate.

Or compute RnR_n by quadrature and check the closed form against it, which is what happens before anything on this page is divided by ee. The check is not decoration: a closed form for dA/r\int \mathrm{d}A/r over a trapezoid contains a logarithm of a ratio of radii, and that logarithm is the other place the same cancellation hides.

It is the same hazard the section’s two areas raise from the other side — a section property that is a small residue of large terms is a property whose accuracy is a computational question rather than a modelling one.

Where the correction stops mattering

A few per cent for a beam, half as much again for a hook. The inner-fibre stress of a curved bar divided by the straight-beam formula's answer for the same trapezoid, against R/h, with the section's proportions held and only the curvature changing. It is 1.356 at R/h = 1.19, 1.187 at R/h = 2.00, 1.088 at R/h = 4, 1.043 at R/h = 8, and 1.011 at R/h = 30. The shape of that is the whole argument: My/I is a few per cent low for anything that looks like a beam and low by half for anything that looks like a hook, so the correction is not a refinement to be applied everywhere but a different answer in one region. The reason it runs away is e: the gap between the centroid and the neutral axis falls from 13.7% of the depth at R/h = 0.6 to 0.26% at R/h = 30, and the stress divides by it.
Fig. 7 The correction factor for the wide-in trapezoid against R/hR/h. It is 1.356 at R/h=1.19R/h = 1.19, 1.187 at 2.00, 1.088 at 4, 1.043 at 8, and 1.011 at 30. Past about R/h=4R/h = 4 it is under nine per cent and falling as 1/(R/h)1/(R/h); below 2 it runs away.
A few per cent for a beam, half as much again for a hook. The inner-fibre stress of a curved bar divided by the straight-beam formula's answer for the same trapezoid, against R/h, with the section's proportions held and only the curvature changing. It is 1.473 at R/h = 1.19, 1.223 at R/h = 2.00, 1.099 at R/h = 4, 1.047 at R/h = 8, and 1.012 at R/h = 30. The shape of that is the whole argument: My/I is a few per cent low for anything that looks like a beam and low by half for anything that looks like a hook, so the correction is not a refinement to be applied everywhere but a different answer in one region. The reason it runs away is e: the gap between the centroid and the neutral axis falls from 25.1% of the depth at R/h = 0.6 to 0.26% at R/h = 30, and the stress divides by it.
Fig. 8 And for the same trapezoid turned round: 1.473 at R/h=1.19R/h = 1.19 against the wide-in section’s 1.356, and 1.223 at 2.00 against 1.187. The two curves converge as the bar straightens, which is the correction saying what it is — a curvature effect, which a straight bar does not have and which no section shape can produce on its own.

That convergence is the honest limit of this essay’s argument. The shaping is worth 39 per cent at R/h=1.14R/h = 1.14 and almost nothing at R/h=10R/h = 10, not because the correction has gone away — it has, but it was never the large term — but because the reason to shape a section for one fibre disappears when the bending is not so overwhelmingly one-sided.

Strain goes as 1/r, so the stress is a hyperbola and its zero has moved. Bending stress across a trapezoid of 70 mm depth curved to R/h = 2.42, under 4.000 kN·m. The fibres are not the same length, so strain goes as 1/r rather than as r and the stress is a hyperbola: 186.7 N/mm² at the inner fibre against 162.3 from My/I, a factor of 1.150, and 192.2 of compression at the outer fibre against My/I's 220.3. The axis of zero stress is at r = 167.51 mm, 2.19 mm inside the centroid at 169.70 mm — 39.3% of the depth from the inner fibre rather than the 42.4% the centroid sits at. Everything divides by e, which is a difference of two nearly equal numbers, and the solver checks its closed form against a quadrature before anything is divided by it.
Fig. 9 The wide-in trapezoid at R/h=2.42R/h = 2.42 instead of 1.14 — a gentler curve, the same section, the same moment. The inner-fibre stress is 186.7 N/mm² against 223.6, the correction has fallen from 1.378 to 1.150, and the neutral axis is now 2.19 mm inside the centroid rather than 4.65. The straight-beam stress is identical at 162.3, because the section has not changed.

The straight-beam stress is identical, which is the cleanest statement of the split this essay is built on. Curvature changes the correction and nothing else; the section shape changes the base number and the correction together; and the base number is the larger of the two.

What the section costs to make

Three practical consequences follow from a section shaped this hard, and they are the reason the shaping is not carried further than it is.

A trapezoid is a forging, not a rolled section. The taper across the depth has to be produced by dies, which is economic for a component made in thousands and not for a one-off. A curved member fabricated for a single structure is made from plate or from rolled sections, and its shaping is limited to what can be cut and welded.

The inner fibre is the hardest surface to finish. It is on the inside of a curve, it is where the forging flash and the die parting line tend to land, and it carries the peak of every stress on this page. A surface defect there is a fatigue crack starter at the one location the essay has spent its length identifying.

And the inspection criterion is not a stress at all. A hook in service is checked by measuring the throat opening — the distance across the mouth, against a stamped original — because a hook that has yielded at the inner fibre opens permanently and does so long before it breaks. That measurement is available to somebody with a rule and no calculation, and it is the sensible criterion precisely because the elastic peak this essay computes is not what the hook eventually fails at.

Which puts the arithmetic in its place. It says where to put the material and how much margin the shape delivers. It does not say when to take the hook out of service, and the quantity that does is a length anybody can measure.

The same shaping argument elsewhere on this site

A section shaped for one fibre because only one fibre governs is a recurring move, and it is worth collecting the instances, because the condition that licenses it is the same every time.

A reinforced concrete beam is the purest case: the steel goes where the tension is and the concrete carries the compression, and the section is asymmetric because the two materials are. Where a bar may stop is the same argument along the length rather than across the depth.

A crane rail’s head is thickened because wear and contact stress are on one surface. A hook’s throat is thickened because tension is on one fibre. Neither section would survive being turned over.

A plate girder with unequal flanges is the version that fails most often, because a girder that is asymmetric for its sagging region is wrong in its hogging one, and the section that is checked is not always the one chosen is what that looks like when the asymmetry is produced by a cut rather than by a choice.

And a channel or an angle is asymmetric for reasons of assembly rather than of stress, which is why the shear centre is somewhere the load is not and why those sections twist under a load applied where anybody would apply it.

The rule the collection suggests is narrow and worth stating as such. Shape a section for one fibre only when the sign of the bending cannot change, and check that nothing about erection, reversal or a second load case can turn it over. A hook satisfies that condition absolutely. Very little else does.

What to carry away

The wide face goes inside, and it is worth 39 per cent. Same area, same depth, same curvature, same moment.

Most of that is ordinary section-modulus arithmetic. The curvature correction spans three per cent across the sections compared; the straight-beam stress spans thirty-six.

And the hook adds a fourth effect the profile cannot show. Turning the section round moves the centroid outward, which lengthens the lever arm and increases the moment being resisted — so the total penalty is 52 per cent rather than 39.

Every term is worst at the inner fibre. Bending, curvature and direct tension all peak there, which is why there is no trade-off in the shaping.

Where the model stops

Everything here is elastic. A hook that is overloaded yields at the inner fibre and redistributes towards a plastic hyperbola, and its collapse load is well above what the elastic peak suggests — which is why hooks in service are inspected for permanent opening of the throat rather than for cracks.

No stress concentration is modelled. The throat of a real hook is a fillet, not a corner, and the concentration there sits on top of every number on this page — the same problem a weld group’s geometry has at the point that governs.

The section is prismatic and a real hook’s is not. A forged hook’s section varies continuously round the curve, and the throat is chosen as the critical one on the argument that both the moment and the curvature are worst there — which is true and is not the same as proving no other section governs.

And fatigue is the actual design case. A lifting hook is loaded and unloaded thousands of times, at a stress range this essay computes the peak of but says nothing about, and the inner fibre is a forged surface whose finish decides the category.

The ladder from here

Later rungs on this anchor: the closed-form dA/r\int \mathrm{d}A/r for the sections that have one, and numerical integration for those that do not. Deflection of curved members, where Castigliano earns his place because the geometry defeats direct integration. Radial stress in a curved I-section, where the flange tries to pull itself off the web and the web needs a thickness nothing about bending would have asked for. The plastic hinge in a hook, and the throat opening that is the real inspection criterion. The closed ring and the chain link, which are indeterminate and where the stiffest path takes the load meets the curvature correction. And initial curvature read as an imperfection rather than a shape, which is where this argument runs into column buckling.

Hooks were trapezoidal for a century before anyone could say by how much it helped. The shape came from forging practice and from watching where hooks broke, and Winkler’s theory of 1858 arrived to explain a section that blacksmiths had already converged on. That is the ordinary order of events for a component made in large numbers: the geometry is optimised by failure long before it is optimised by arithmetic, and the arithmetic’s contribution is to say how much margin the optimisation left.

Named alongside this one

Essays reaching for the same objects. Nobody chose these; they are what the concept index makes visible.

The objects this essay names

Each one links to every other essay that touches it.

Bending stressCentroidCurvatureCurved beamElastic limitFatigueGeometryNeutral axisPlastic hingeSection modulusStress distributionTension