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Abstract The course ‘Engineering Mechanics’ plays an essential role as a bridge and bond between
fundamental and specialized knowledge, and it has become a basic class for most engineering
students. However, there are many complex concepts and formulas to be covered, and this makes it
difficult for students to grasp the spirit of engineering mechanics. One way to solve this problem is to
use the analogy study method in learning. Following this new route, students can find the linear
quantities and angular quantities in theoretical mechanics, and some analogous relations between
stress and deformation for fundamental deformations in mechanics of materials. Through these analogy
relations, students can appreciate the essence of different physical phenomena. Indeed, it seems that
twice as much is accomplished with half the effort.
Introduction
‘Engineering Mechanics’ is a fundamental course for engineering students majoring
in a wide variety of subjects – mechanical engineering, engineering mechanics, civil
engineering, material science and engineering, and oceanographic engineering, as
well as those studying for the automobile, mining, aeronautics and petroleum indus-
tries, and geological exploration. In the current higher-education system in China,
the course ‘Engineering Mechanics’ normally has two parts: theoretical mechanics
and mechanics of materials [1]. It has become the bridge and bond between elemen-
tary and specialized knowledge for engineering students. On the one hand, although
classed as a basic course, engineering mechanics is different from truly fundamental
subjects, such as mathematics, physics, chemistry, biology, astronomy and geogra-
phy, for mechanics is closer to engineering applications; on the other hand, although
engineering mechanics falls within the definition of ‘engineering science’ proposed
by Prof. Hsue-Shen Tsien [2], it is distinct from the purely technological areas due
to its strict system of logic. Partly as a result of this, and partly because of the large
number of concepts and formulas to be covered, ‘Engineering Mechanics’ has been
regarded as one of the most difficult undergraduate courses. A central concern is
how to get students to master, in a limited time, so many equations and definitions
and to understand the physical mechanisms.
In fact, it is surprising to see that there are plenty of analogy relations throughout
the entire contents of this course. Therefore, we strongly advocate that a new learn-
ing route – which we term the analogy study method – for engineering mechanics.
By this method we can find the connections between different phenomena, and then
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
http://dx.doi.org/10.7227/IJMEE.41.2.6
The analogy study method in mechanics 137
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
138 J. Liu
(a) (b)
(c) (d)
Fig. 1 Spiral shapes in nature: (a) spiral galaxy, (b) fluid vortex, (c) climbing plant, (d)
DNA with its double-helix structure.
out that the shape of a carbon nanotube (CNT) cross-section resembles the side view
of a droplet stuck on a substrate. Roman et al. [14] proposed that there is an analogy
between a pendulum, drops and rods. Majidi compared three formulations for an
elastic material adhering to a rigid surface – from stationary principles, the surface
integral of Eshelby’s energy–momentum tensor, and the configuration of a force
balance [15]. More recently, Liu and Xia [16] pointed out that the adhesion of a
droplet, micro-beam and CNT ring on a solid can all be analyzed in the same single
framework, in which the strain energy and surface energy compete with each other
and reach a final equilibrium state. Although the intrinsic boundary conditions for
this sort of problem are fixed, they can be imagined as movable, and the developed
analysis framework can be employed. The bending stiffness, characteristic length,
energy origination, governing equation and boundary conditions among these three
different systems possess close similarities and analogies.
In brief, considering the similarities and analogies across different disciplines, the
analogy study method can be utilized in learning theoretical mechanics and mechan-
ics of materials. This method also paves the way to design new analogy experiments,
and to explore the unity of nature in depth.
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
The analogy study method in mechanics 139
Spatular Stalk
Setal area
Stalk
Spatula
115.000X
(a) (b)
(c) (d)
Fig. 2 Hierarchical structures in nature: (a) gecko foot, (b) setae of the water strider’s
leg, (c) two-level structure of the lotus leaf, (d) hierarchical structure of a bundle of strips
dipped into liquid.
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
140 J. Liu
The linear quantities include displacement s (or vector r), velocity v, acceleration a,
mass m, force F, momentum mv; the corresponding angular quantities are, respec-
tively, angular displacement φ, angular velocity ω, angular acceleration ε, moment
of inertia J, moment r × F, and moment of momentum r × mv. The equations for
these two classes of quantities are very similar, and they must have some internal
connections. The analogy relationships between these sets of mechanics quantities
are listed in Table 1.
In Table 1, three kinds of mechanical quantities are demonstrated in detail, namely
kinetic, inertia and force. First, from Table 1 we can clearly see that the angular
quantities, including angular displacement, angular velocity and angular accelera-
tion, are in lower orders than the corresponding linear quantities. Secondly, if two
mechanical quantities are properly combined, new mechanical quantities, such as
force (F = ma), moment (M = r × F), momentum (P = mv), impulse (I = Ft), moment
1
of momentum (Lo = r × mv), kinetic energy ( T = mv 2 ) and work (W = Fs) can be
2
produced. Moreover, the most important theorems in Table 1 are Newton’s second
law, the theorem of momentum, the theorem of moment on momentum, and the
theorem of kinetic energy. For a rigid body, Newton’s second law corresponds to
the theorem of momentum, and degenerates to the mass center motion equation of
a rigid body:
maC = ∑ Fi (1)
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
The analogy study method in mechanics 141
where aC is the acceleration of the mass center of the rigid body, and ΣFi is its
resultant force. Similarly, the theorem of angular momentum can be reduced to the
differential equation for a rigid body’s motion on a fixed axis:
J z ε = ∑ Mi (2)
where Jz is the inertial moment for the rigid body on a fixed z-axis, and ΣMi is the
resultant moment.
If students can grasp these relations, they will have a good overview of the whole
substance of theoretical mechanics.
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
142
Deformation type Internal force Stress Strength criterion Deformation Rigidity Hooke’s law
N N Ndx
Tension and Normal (N) σ= σ max = max ≤ [σ ] d ( Δl ) = Tensile stiffness (EA) σ = Eε
compression A A EA
Nl
Δl =
EA
Q Qmax Qdx
Shearing Shear (Q) τ= τ max = ≤ [τ ] dφ = α Shear stiffness (GA) τ = Gγ
A A GA
T T T dx
Torsion Torque (T) τ= ρ τ max = max ≤ [τ ] dϕ = Torsion stiffness (GIp) τ = Gγ
Ip Wp GI p
Tl
ϕ=
GI p
M M max Mdx
Bending Bending moment σ= y σ max = ≤ [σ ] dθ = Bending stiffness (EIz) σ = Eε
(M); shear (Q) Iz Wz EI z
Bending section modulus (Wz) M
Q Sz* y ′′ =
τ= Q S* EI z
Iz b τ max = max z,max ≤ [τ ]
Iz b
Combined Normal, bending σ = σN + σ M σ1 − σ3 ≤ [σ] u = uN + uM + uT – σ = C:ε
deformation moment, torque, τ = τ T + τM σeq ≤ [σ]
shear (N+M+T+Q)
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
J. Liu
The analogy study method in mechanics 143
un-deformed configuration. In this case, the deformed body can be viewed as a rigid
body, and the balance equations for rigid bodies can be directly put into use. For
example, for the general force system in space, both the rigid body and the deformed
body should satisfy the following equations of force and moment:
∑ X = 0, ∑ Y = 0, ∑ Z = 0, (3)
∑ M = 0, ∑ M = 0, ∑ M = 0
x y z
These are the most fundamental equations both in theoretical mechanics and mechan-
ics of materials.
Applying the above equilibrium equations to a beam with large displacement, the
slope angle at an arbitrary point, θ, should fulfill the following governing equation
in mechanics of materials [17]:
where α2 = P/(EI), P is the external force and EI the bending stiffness of the beam.
In theoretical mechanics, using the dynamic equation, one can get the governing
equation of a pendulum with a fixed axis, which is written as:
ϕ + β 2 sin ϕ = 0 (5)
where β2 = mgl/J, l is the total length of the pendulum, J is the moment of inertia,
and φ the angle between the lines of the pendulum and the vertical direction, as
schematized in Fig. 3. It is amazing to see that the two different problems are satis-
fied by the same equation after some parameter displacement, and so that equation
acts as a bridge between statics and dynamics. In fact, this feature is only one special
case of the famous Kirchhoff analogy.
In what follows, one can notice that the Euler instability of a slender rod can be
analogous to the kinetic stability phenomenon in theoretical mechanics, as schema-
tized in Fig. 4. When the external load is smaller than the critical load, the straight-
(a) (b)
Fig. 3 Schematic of (a) a cantilever with large displacement and (b) the dynamics of
a pendulum.
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
144 J. Liu
(a) (b)
Fig. 4 Schematic of the stabilities of (a) an Euler rod and (b) a ball on a rough substrate.
line state of the Euler rod is stable. This means that the bent rod can go back to its
original position once the disturbance is cancelled. This example corresponds to the
situation of a small ball sitting at the bottom of a curved surface, where it is inher-
ently stable. When the load is bigger than the critical load, the straight-line configu-
ration of the Euler rod is not stable, and it corresponds to a small ball balanced at
the apex of a curved surface. This kind of analogy helps students understand the
essence of elastic stability.
Conclusions
In conclusion, the course on ‘Engineering Mechanics’ has two parts, namely theo-
retical mechanics and mechanics of materials. In theoretical mechanics, there are
quantitative analogy relations between the linear quantities and angular quantities.
Additionally, the expressions of stress and deformation for the fundamental deforma-
tions in mechanics of materials have similar formulas. Moreover, some concepts and
equations from theoretical mechanics and mechanics of materials have similar
analogy relations. The models for a rigid body and an elastic body with infinitesimal
deformation can obey the same governing equation after parameter displacement.
The formula for the motion of a pendulum with a fixed axis in theoretical mechan-
ics has analogy relations to the large deformation equation of a beam in mechanics
of materials. Furthermore, from the viewpoint of the kinetic stability of a ball, we
can get a deep understanding of Euler rod instability.
Through the full exploration of all kinds of analogy relations in engineering
mechanics, it is found that there are many formulas with similarities. In using this
analogy study method, students can easily master a large number of concepts and
formulas. It is beneficial for them to have an overview of mechanics, and then twice
International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press
The analogy study method in mechanics 145
as much can be accomplished with half the effort. This new study method also opens
a new path to design new types of analogy experiment, and to gain full insight of
the unity of nature.
Acknowledgement
The project was supported by the National Natural Science Foundation of China
(11272357 and 11320003), the Opening Project of the State Key Laboratory of
Nonlinear Mechanics in Chinese Academy of Sciences (LNM201319), the Science
Foundation for Distinguished Young Scholars of Shandong Province (JQ201302),
and the Scientific Research Foundation for the Returned Overseas Chinese Scholars,
State Education Ministry.
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International Journal of Mechanical Engineering Education, Volume 41, Number 2 (April 2013), © Manchester University Press