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Internal forces in depth: beam element, area rule, cantilever and point load

The equilibrium of the beam element, the area rule for drawing shear and moment by hand, the cantilever with a tip load and the simply supported beam with a point load proved, the method in five steps.

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This page goes deeper into the lesson on internal forces: it draws the equilibrium of the beam element, derives the area rule, the quickest way to draw the diagrams by hand, proves the diagrams of the cantilever and of the beam with a point load at an arbitrary position and sums up the method in five steps.

The beam element and the area rule

The proof of the differential relations is easier to follow by looking at the element with all forces and moments in their positive directions.

Equilibrium of a beam element of length d x
The distributed load q acts on the element from above. On the left face the shear V points upwards and the moment M is clockwise; on the right face the shear V plus d V points downwards and the moment M plus d M is counterclockwise. With these directions the moment is positive when it stretches the bottom fibres.

The two relations can also be integrated between two sections x_1 and x_2:

    \[ V(x_2) - V(x_1) = -\int_{x_1}^{x_2}q(x)\,dx,\qquad M(x_2) - M(x_1) = \int_{x_1}^{x_2}V(x)\,dx \]

This is the area rule, the quickest way to draw the diagrams by hand:

  • the change in shear between two sections equals (with the sign changed) the total load applied between them;
  • the change in moment between two sections equals the area of the shear diagram between them.

A concentrated load P is the limit of a very narrow distributed load: its integral is P over a length of zero, so the shear jumps by -P at the point of application, while the moment, being the integral of a bounded function, stays continuous but changes slope (a kink). In the same way a concentrated couple makes the moment jump.

The cantilever with a load at the tip

Theorem. For a cantilever of span L fixed at the left, with a load P at the free end, at a distance x from the fixed end:

    \[ V(x) = P,\qquad M(x) = -P(L - x),\qquad M_{max} = PL\ \text{(at the fixed end)} \]

Proof. It is convenient to write the equilibrium of the right-hand part, which does not contain the fixed end and therefore needs no reactions. Cutting at x, the right-hand part carries P downwards at its end and the internal actions on its left face. Vertical equilibrium gives a shear equal to P; moment equilibrium about the section gives a moment P(L - x) that stretches the top fibres: with the adopted convention it is negative. At x = 0 it equals -PL. ∎

Shear and moment of a cantilever with a concentrated load at the free end
Top: the cantilever fixed at the left with the load P at the right end. The shear is constant and equal to P along the whole span. The moment is linear, zero at the free end and equal to minus P L at the fixed end: the stretched fibres are the top ones.

Check with the area rule. The area of the shear diagram from x to L is P(L - x); the moment at the right end is zero, so M(x) = 0 - P(L - x). Same result, without writing any equilibrium equation.

The simply supported beam with a point load

Theorem. A simply supported beam of span L with a load P at a distance a from the left support (and b = L - a from the right one) has reactions R_A = Pb/L, R_B = Pa/L, and the maximum moment under the load:

    \[ M_{max} = \frac{Pab}{L} \]

Proof. Moment equilibrium about B gives R_AL = Pb; vertical equilibrium gives R_B = P - R_A = Pa/L. The shear is R_A to the left of the load and R_A - P = -R_B to the right: it changes sign under the load, where the moment is maximum. By the area rule the moment there equals the area of the shear rectangle between A and the load: R_A\cdot a = Pab/L. ∎

Shear and moment in a simply supported beam with a point load at an arbitrary position
The load P is at a distance a from the left support and b from the right one. The shear is P b over L to the left of the load and minus P a over L to the right, with a jump equal to P under the load. The moment is a triangle that is zero at the supports, with its apex P a b over L under the load.

With the load at midspan a = b = L/2 and we recover the M_{max} = PL/4 of the table in the lesson. It is also the worst position: the product ab with a + b = L fixed is maximum for a = b.

The method, step by step

For any statically determinate beam the procedure is always the same:

  1. Support reactions from the three equilibrium equations of the whole beam (lesson on statically determinate structures). It pays to write the moment equations about the supports, so that each equation has a single unknown.
  2. Segments: split the beam at the points where the load changes (concentrated loads, start and end of distributed loads, supports).
  3. Shear: start from one end and proceed with the area rule, adding the jumps of the concentrated loads and the slopes -q of the distributed loads.
  4. Moment: integrate the shear, again with the area rule; the maxima are where the shear vanishes or changes sign.
  5. Checks: the moment must return to zero at free ends and at end supports; at the end the shear must close with the reaction of the last support.

Common mistakes

  • Changing convention halfway through: choose a convention for shear and moment (here: moment positive when it stretches the bottom fibres) and keep it, always writing the equilibrium of the same part, right or left.
  • Looking for the maximum moment only where dM/dx = 0: with point loads the shear jumps without passing through zero, and the maximum is at the jump where the shear changes sign.
  • Ignoring the sign of the reactions: a negative reaction is not a calculation error, but information about the support (see the beam with an overhang).
  • Confusing the area of the load with the area of the shear: the area of the load gives the change in shear, the area of the shear the change in moment.
  • Units: the moment is measured in kN·m (force times length), the distributed load in kN/m; mixing them up is the most common mistake in exams.

Exercises on the topic, with simply supported beams, cantilevers and overhangs, are on the exercise page linked at the top.

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