Strain (materials science)

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In any branch of science dealing with materials and their behaviour, strain is the geometrical expression of deformation caused by the action of stress on a physical body. Strain is calculated by first assuming a change between two body states: the beginning state and the final state. Then the difference in placement of two points in this body in those two states expresses the numerical value of strain. Strain therefore expresses itself as a change in size and/or shape.

If strain is equal over all parts of a body, it is referred to as homogeneous strain; otherwise, it is inhomogeneous strain. In its most general form, the strain is a symmetric tensor.

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Given that strain results in the deformation of a body, it can be measured by calculating the change in length of a line or by the change in angle between two lines (where these lines are theoretical constructs within the deformed body). The change in length of a line is termed the stretch, absolute strain, or extension, and may be written as \delta \ell. Then the (relative) strain, ε, is given by

\varepsilon = \frac {\delta \ell}{\ell_o} = \frac {\ell - \ell_o}{\ell_o}

where

\varepsilon is strain in measured direction
\ell_o is the original length of the material.
\ell is the current length of the material.

The extension (\delta \ell) is positive if the material has gained length (in tension) and negative if it has reduced length (in compression). Because \ell_o is always positive, the sign of the strain is always the same as the sign of the extension.

Strain is a dimensionless quantity. It has no units of measure because in the formula the units of length "cancel out".

Strain is often expressed in dimensions of metres/metre or inches/inch anyway, as a reminder that the number represents a change of length. But the units of length are redundant in such expressions, because they cancel out. When the units of length are left off, strain is seen to be a pure number, which can be expressed as a decimal fraction, a percentage or in parts-per notation. In common solid materials, the change in length is generally a very small fraction of the length, so strain tends to be a very small number. It is very common to express strain in units of micrometre/metre or μm/m. When the units of μm/m are canceled out, strain is expressed as a number followed by μ, the SI prefix all by itself. It is usually clear from the context that μ is used for its SI prefix meaning, which is interchangeable with "× 10−6" or "ppm" (parts per million), and not one of the many other possible meanings for μ.

In the case of measuring strain in the selected point of the body, it is expressed as a strain where the distance \ell between two points approaches zero:

 \varepsilon  = \mathop {\lim_{\ell \to 0}} \frac {{\delta} {\ell} } {\ell}

where

\varepsilon is strain in measured direction
{{\delta} {\ell} } is the length difference for current length \ell.
\ell is the current length of the material, which approaches zero.


Therefore linear strain is defined as change of distance in the close proximity of selected point.

For the body of any shape, subjected to any deformation the values of strain will be different depending on the spatial direction of measurement. Considering the linear deformation in the point A placed at the start of coordinate system and a second point B placed along the x axis, which due to deformation has moved to the point B' the linear strain will be expressed as:

\varepsilon_x = \mathop {\lim_{B \to A}}{{|AB'|-|AB|} \over {|AB|}}

Doing similar calculations for axes y and z respective values of εy and εz can be obtained. For any given displacement field \overrightarrow u (the values of displacement vectors for all points in the body) the linear strain can be written as:

\varepsilon_x = {{\partial u_x} \over {\partial x}} ; \varepsilon_y = {{\partial u_y} \over {\partial y}} ; \varepsilon_z = {{\partial u_z} \over {\partial z}}

where

\varepsilon_i is strain in direction along axis i
{{\partial u_i} \over {\partial i}} is a differential of \overrightarrow u at any point in the direction along axis i

Similarly the angular change at any point between two lines crossing this point in a body can be measured as a shear (or shape) strain. Shear strain γ is the limit of ratio of angular difference between any two lines in a body before and after deformation, assuming that the lines lengths are approaching zero. Given a displacement field \overrightarrow u like above, the shear strain can be written as follows:

\gamma_{xy} = {{\partial u_x} \over {\partial y}} + {{\partial u_y} \over {\partial x}} ; \gamma_{yz} = {{\partial u_y} \over {\partial z}} + {{\partial u_z} \over {\partial y}} ; \gamma_{xz} = {{\partial u_x} \over {\partial z}} + {{\partial u_z} \over {\partial x}}

Although linear strain ε and shear strain γ completely define the state of deformation of a body, it is also possible to measure other characteristic strain values, like for example volumetric strain, which measures the ratio of change of body's volume. The definition of volumetric strain at selected point is:

\vartheta = \lim_{V^{(0)} \to 0}{V - V^{(0)} \over {V^{(0)}}}

where

\vartheta is volumetric strain
V(0) is initial volume
V is final volume

For cartesian coordinate systems, the following expression is a first order approximation:

\vartheta = \varepsilon_x + \varepsilon_y + \varepsilon_z

where

\vartheta is volumetric strain
\varepsilon_x , \varepsilon_y , \varepsilon_z are strains along x, y and z axis

Main article: Strain tensor

Using above notation for linear and shear strain it is possible to express strain as a strain tensor:

\varepsilon_{ij} = {1 \over 2} \left({\nabla_i u_j + \nabla_j u_i}\right)

using indicial notation or using vector notation:

\varepsilon = {1 \over 2} ( \vec{\nabla}\vec{u} + (\vec{\nabla}\vec{u})^T)

Comparing traditional notation with tensor notation following is obtained for cartesian coordinate system:

\varepsilon_{ij}= 
 \left[{\begin{matrix}
   {\varepsilon _x } & \frac {\gamma _{xy} } {2} & \frac {\gamma _{xz} } {2} \\  
   \frac {\gamma _{yx} } {2} & {\varepsilon _y } & \frac {\gamma _{yz} } {2} \\  
   \frac {\gamma _{zx} } {2} & \frac {\gamma _{zy} } {2} & {\varepsilon _z }   
  \end{matrix}}\right]

Then volumetric strain equals:

\vartheta = \varepsilon_{ij}g^{ij}

where gij is a contravariant metric tensor (using tensor notation: \vartheta = tr(\varepsilon))

Because the strain tensor is a real symmetric matrix, by singular value decomposition it can be represented as a set of orthogonal eigenvectors, directions along which there is no shear, only stretching or compression.

Assuming the two dimensional strain tensor given as:

\varepsilon_{ij}= 
 \left[{\begin{matrix}
   {\varepsilon _x } & {\frac {\gamma _{xy}} {2}} \\  
   {\frac {\gamma _{xy}} {2}} & {\varepsilon _y } \\  
  \end{matrix}}\right]

Then principal strains  \varepsilon _1, \varepsilon _2 are equal to the eigenvalues of \varepsilon:

\varepsilon _1 = \frac {\varepsilon _x + \varepsilon _ y}{2} + \sqrt{ \left( \frac {\varepsilon _x - \varepsilon _y}{2} \right)^2 + \left( \frac{\gamma _{xy}} {2}\right)^2 }
\varepsilon _2 = \frac {\varepsilon _x + \varepsilon _ y}{2} - \sqrt{ \left( \frac {\varepsilon _x - \varepsilon _y}{2} \right)^2 + \left( \frac{\gamma _{xy}} {2}\right)^2 }

Above reasoning assumes that body is subject to small deformations. It must be rememberred that with increasing deformation the linear strain error increases. For large deformations the strain tensor can be written as:

\varepsilon_{ij} = {1 \over 2}({g_{ij}-g_{ij}^{(0)}})

where

gij is the metric tensor of body after deformation

gij(0) is metric tensor of the undeformed body

In the definition of linear strain (known technically as engineering strain), strains cannot be totaled. Imagine that a body is deformed twice, first by \delta \ell_1 and then by \delta \ell_2 (cumulative deformation). The final strain

\epsilon = \frac{\delta \ell_1 + \delta \ell_2}{\ell_0}

is slightly different from the sum of the strains:

\epsilon_1 = \frac{\delta \ell_1}{\ell_0}

and

\epsilon_2 = \frac{\delta \ell_2}{\ell_0 + \delta \ell_1}

As long as \delta \ell_1 \ll \ell_0, it is possible to write:

\epsilon_2 \simeq \frac{\delta \ell_2}{\ell_0}

and thus

\epsilon \simeq \epsilon_1 \; + \epsilon_2 \;

True strain (aka natural strain and logarithmic strain and Hencky's strain), however, can be totaled. This is defined by:

\exp(\epsilon _{T}) = \frac{\ell_f}{\ell_0}

and thus

\epsilon _{T}= \ln \left (\frac{\ell_f}{\ell_0} \right )

where

\ell_0 is the original length of the material.
\ell_f is the final length of the material.

The engineering strain formula is the series expansion of the true strain formula.

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