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Derivation of the flexure formula

Short answer

Assumptions: straight beam, homogeneous, isotropic, Hooke's law, plane sections remain plane, symmetry, large curvature radius. Derivation: strain ε = y/R, stress σ = Ey/R. Zero net axial force gives ∫y dA = 0, so neutral axis through centroid. Moment M = EI/R, thus M/I = σ/y = E/R.

State the assumptions made in the theory of simple bending and derive the flexure formula M/I = sigma/y = E/R. Show that the neutral axis passes through the centroid of the cross-section.

Assumptions

  1. The beam is initially straight, with constant cross-section, and the material is homogeneous and isotropic.
  2. The material obeys Hooke's law and EE is the same in tension and compression.
  3. Plane sections remain plane after bending (Bernoulli's assumption).
  4. The beam bends in a plane of symmetry and the loads act in that plane.
  5. The radius of curvature is large compared with the depth of the beam.
  6. Each layer is free to expand or contract, with no stress between layers.

Derivation

       ___ M                 M ___
   ---/    \_____N_____A_____/    \---
        top: compression      O = centre of curvature
        NA : unchanged length
        bottom: tension

Consider a length dxdx of beam bent to a radius RR (measured to the neutral layer) that subtends an angle dθd\theta at the centre of curvature. A layer at distance yy from the neutral layer, measured away from the centre of curvature, has original length dx=R dθdx = R\,d\theta and new length (R+y)dθ(R+y)d\theta.

ε=(R+y)dθ−R dθR dθ=yR\varepsilon = \frac{(R+y)d\theta - R\,d\theta}{R\,d\theta} = \frac{y}{R}

By Hooke's law:

σ=Eε=E yR(1)\sigma = E\varepsilon = \frac{E\,y}{R} \qquad (1)

So the stress varies linearly with yy: tensile on the side away from the centre of curvature and compressive on the side towards it.

Pure bending means no net axial force, so over the section

∫σ dA=ER∫y dA=0  ⇒  ∫y dA=0\int \sigma\,dA = \frac{E}{R}\int y\,dA = 0 \;\Rightarrow\; \int y\,dA = 0

This says the first moment of area about the neutral axis is zero, so the neutral axis passes through the centroid.

The moment of resistance equals the applied moment MM:

M=∫σ y dA=ER∫y2 dA=E IR(2)M = \int \sigma\,y\,dA = \frac{E}{R}\int y^2\,dA = \frac{E\,I}{R} \qquad (2)

where I=∫y2 dAI = \int y^2\,dA is the second moment of area about the neutral axis. From (1) and (2):

MI=σy=ER\boxed{\frac{M}{I} = \frac{\sigma}{y} = \frac{E}{R}}

Use

The maximum stress is at the extreme fibre ymaxy_{max}:

σmax=M ymaxI=MZ,Z=Iymax\sigma_{max} = \frac{M\,y_{max}}{I} = \frac{M}{Z}, \qquad Z = \frac{I}{y_{max}}

ZZ is the section modulus. For a rectangle Z=bh2/6Z = bh^2/6; for a circle Z=πd3/32Z = \pi d^3/32.

✓ Answer checked by Claude Opus 5.5 (high effort)

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