1 Statics Review
Introduction
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All bodies and structures discussed in this text will be assumed to be in static equilibrium, which means that they experience no acceleration (sum of all forces and moments are equal to zero). Any body that is not moving or that is moving at constant velocity is in static equilibrium. However, unlike the case in a standard Statics course in which all bodies are assumed to be rigid, bodies in this text are expected to be deformable, which means that they may stretch, contract, twist, bend, break, buckle, etc. In order to determine how an applied loading situation affects any given body or structure, and potentially causes it to deform, we must start by applying statics to establish the distribution of forces and moments within the body. This will be the first step of many problems. This chapter will present a review of those aspects of statics concepts that will be prevalent throughout this course.
Section 1.1 reviews the concept of external loads and how to model them on Free Body Diagrams.
Section 1.2 reviews equilibrium of structures in two dimensions, including the analysis of two-force members and multi-force members.
Section 1.3 addresses internal loads, including normal force, shear force, and bending moment.
Section 1.4 reviews equilibrium in three dimensions.
1.1 External Reactions and Free Body Diagrams
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External forces and moments are the forces and moments that act on the boundaries of a system. They are the loads that are applied to the main structure (weight, wind, pressure, etc.), as well as the reactions they induce in the supporting elements (pins, rollers, welds, etc.). In the case of external reactions, the word “reaction” refers to the forces and/or moments exerted by the supports on the body in reaction to the applied loading in order to keep the body in equilibrium.
Finding the external reactions will be the first step of many of the types of problems that will be covered in this text. This process will entail first drawing a free body diagram of the body. A free body diagram (FBD) is a sketch of the body “freed” from its supports, which shows all the applied and reaction forces and moments that are to be considered in the analysis. In cases where some loads are considered to be insignificant compared to other loads acting on the body (for example, weight sometimes falls into this category), those loads would not be included on the FBD.
The importance of drawing FBD’s as a first step when calculating internal and external loads and reactions cannot be overstated. Drawing the diagrams establishes which loads and reactions are being included in the analysis, along with their assumed directions. With the diagrams drawn, one can maintain consistency when summing forces and moments in applying equilibrium equations, which helps ensure accurate results.
Some commonly encountered supports and the corresponding reactions and FBD representations are:
Pin Supports: Pin supports resists any kind of lateral movement of the body relative to the pin at the pin location. The direction of the overall reaction force (F) is generally unknown, so it is represented as a set of perpendicular force components (Fx and Fy in the figure below, but can be represented as any set of perpendicular components).
Normal Supports: Normal supports generally consist of surfaces that the body simply rests on (like a beam on a roller) and/or supports that are themselves not fixed to any other surface (like a rocker). Similar to pin supports, normal supports prevent movement of the body relative to the support at the support site. However, normal supports are different than pins in that only movement in the direction normal to the support site is prevented. Consequently, the reaction force (F) is known to act strictly perpendicular to the supporting surface.
Cable: A cable provides a tensile force reaction (T). It only pulls on the body, never pushes. The reaction force acts in a direction following the path of the cable extending away from the body and towards the external attachment point.
Fixed Support: A fixed support is capable of resisting both lateral movement and rotation, so the reactions consist of a reaction force (F) and a reaction moment couple (M). Just as for the pinned support, the direction of the overall reaction force is not necessarily known, so the force is represented by a set of perpendicular components. It is important to remember that the reaction moment couple is an unknown that must be solved for, just like the reaction force components, and must be included in the moment equation about any point on the body.
Note that when components of the reaction force are found individually, such as for the pin support and fixed support, the overall magnitude of the force F can be calculated as:
\(F=\sqrt{F_x^2+F_y^2}\).
and its direction (angle measured from the horizontal axis) can be calculated as:
\(\tan \theta_x=\frac{F_y}{F_x}\)
In the examples provided in the rest of the chapter, note how the FBD’s are drawn. It should be noted that the given geometrical details of a body such as lengths and angles are also often included on Free Body Diagrams. However, in this text, these features are frequently excluded since they are included with the given information in the problem and we wish to focus on the representation of the loading. Readers are encouraged to keep in mind that the geometrical details may be considered required features of FBD’s in some courses and by some instructors.
1.2 Equilibrium in Two Dimensions
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Once the FBD is drawn, the next step is to apply the equilibrium equations. In two dimensions (x-y plane), these are:
\[ \begin{align} \boxed{\sum F_x=0 \quad\sum F_y=0 \quad \sum M_{any~point}=0} \end{align} \tag{1.1}\]
A review of finding moments is given in Section 1.4.
Since there are three equations, a statically determinate problem should have no more than 3 unknowns.
Example 1.1 illustrates the process of finding external reactions.
1.2.1 Two Force Members
One special type of pin connection for which the direction of the reaction force is known is one in which the pin is connected to a two-force member. Contrary to the name, a two-force member is not necessarily a member on which only two forces are applied, but rather it is a member on which any number of forces are applied at only two distinct locations. A two-force member can be any shape, as is demonstrated in Figure 1.1. One easy way to recognize a two-force member is to note the presence of only two pinned points but no other locations at which a force or moment couple is applied. Once a member is recognized to be a two-force member, it can be concluded that the resultant force at both pins will be equal in magnitude (so FA = FB in Figure 1.1) and opposite in direction and follow a line of action that goes through the pins. For a straight member, it can also be concluded that the force within the two-force member (internal reaction as will be discussed in Section 1.3) is equal to the reaction force in the pin.

The presence and recognition of two force members simplifies equilibrium calculations as it allows one to reduce the number of unknowns before doing any calculations. This is demonstrated in Example 1.2 below.
1.3 Internal Reactions
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Internal reactions can refer to forces and moments at connection points between members (such as a pins connecting multiple members of a frame, machine, or truss), as well as to reactions at any point in a continuous body (for example a point in the middle of a beam). These reactions are the forces and/or moments necessary to hold a structure or a body together and are ultimately the aspect of loading that is needed to determine if and how a body will deform or even break.
1.3.1 Internal reactions at pinned connections
When one draws an FBD of an entire structure that consists of connected members, the forces at pins that connect one member to another are not included because the connected members exert equal and opposite forces on each other that cancel each other out in equilibrium equations. However, the pins that connect the members together do still experience reaction forces that need to be known in order to ensure the integrity of the structure. To find the reaction forces in these internal pins:
Draw the FBD’s of the individual members (imagine the pins were pulled out and consider each member separately). With the members disconnected, the reaction forces at the connecting pins no longer get canceled out when applying equilibrium equations to the individual members. The reaction forces are drawn on the FBD’s in the same way as was described for support pins in Section 1.1.
- However, since the connected members do ultimately exert equal and opposite forces on each other, the reaction forces of pins common to two members are drawn in opposite directions on the FBD’s of those members.
With the FBD’s drawn, write and solve equilibrium equations for each body. Since three equilibrium equations can be applied for each FBD drawn, one could theoretically solve for 3 times the number of unknowns as separate FBD’s.
Keep in mind that the FBD of the whole structure may still be useful to help solve for some of the unknowns.
In addition, as was discussed previously, when one of the connected members is a two-force member, the reaction at the pin will be known to follow a line of action that goes through the points of application of the forces on the two-force member.
Example 1.3 as well as the alternative method used for Example 1.2 demonstrate these concepts.
1.3.2 Internal reactions in truss structures
Truss structures are made up of only two force members. The two main methods of determining internal reactions in planar (2D) truss structures are Method of Joints and Method of Sections. In using Method of Joints, an FBD is drawn of the connecting pins (joints) within the truss. Since all the members connected at any given pin will be two-force members, the reactions can be drawn in known directions. However, since the forces all pass through the same point on the body, the moment equilibrium equation is not useful, so only the forces equilibrium equations can be used for each joint. This means that only two unknowns can be solved for at each joint. The Method of Joints is most useful when the forces of all the truss members are sought or if the only forces sought are attached to a joint with only two members.
To use Method of Sections, a cut is made through the truss structure and analysis is based on the FBD of the intact part of the structure that is to the left of the cut or the intact part of the structure to the right of the cut. The FBD of either given side will show the applied forces and the reaction forces from the members that were cut through. These reactions will be equal in magnitude but opposite in direction between the two sides of the cut. The side to examine is usually based on which one will not require having to find external reactions (if there is a free end to the truss) and/or which one is least complicated to deal with in terms of geometry or applied loads. All three equilibrium equations can generally be effectively applied with Method of Sections, so three unknowns can be solved for with any given cut. It can also be helpful to keep in mind that moments can be taken about points that lie outside of the isolated section, which can lead to more efficient solutions.
Example 1.4 demonstrates the use of both Method of Joints and Method of Sections to solve for forces in truss members.
1.3.3 Internal reactions in continuous bodies
Internal reactions also exist within a body or structure. These reactions are necessary to hold the body together and will vary from point to point in a body depending on the distribution of external loading. As shown in Figure 1.2, the reactions at any given point can be examined by making a cut at the point of interest in the body. One can think of any point within a body as acting as a fixed support for the rest of the body. That is, every point must potentially exert a force parallel to the cross section where the cut is made which is the shear force V, a force perpendicular to the cross section where the cut is made which is the normal force N, and a reaction moment where the cut is made which is the bending moment M. Moreover, as was discussed for internal pin reactions and the cut made for Method of Sections for trusses, the reactions at a cut will be equal and opposite on the two sides of the cut.

To determine the reactions, the FBD of the part of the beam to the left of the cut can be drawn and used, or the part of the beam to the right of the cut can be drawn and used. As was discussed with Method of Sections for trusses, the choice of which side of the cut to examine is based primarily on which side appears easiest and most efficient to analyze. Once the FBD of the cut section is drawn, the three equilibrium equations can be applied to determine the internal reactions. The determination of shear and bending moments in beams will be reviewed in more detail in Chapter 7. The focus of Example 1.5 is on the determination of the normal force, as this will be important in Chapter 2 and Chapter 3.
1.4 Equilibrium and Reactions in Three Dimensions
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While we can often model structures as being two dimensional as was done in the previous examples, many real life structures will be subjected to forces and moments in all directions, necessitating the consideration of 3 dimensional forces and 3 dimensional moments. The process of finding external and internal reactions is the same in 3D as in 2D, but there are 3 additional equilibrium equations and 3 additional reactions.
For 3D systems, there are 6 total scalar equilibrium equations:
\[ \boxed{\begin{array}{ll} \sum F_x=0 &\;\;\; \sum M_x=0 \\ \sum F_y=0 &\;\;\; \sum M_y=0 \\ \sum F_z=0 &\;\;\; \sum M_z=0 \end{array}} \tag{1.2}\]
Recall that the moment vector describes the axis around which the body tends to rotate. Each individual component represents the tendency of the body to rotate around the specified axis.
In 3D, there are three internal forces and three internal moments (Figure 1.3). There is one normal force (Nx) perpendicular to the cross-section and two shear forces (Vy and Vz) parallel to the cross-section. There are two bending moments (My and Mz) which act around the axes parallel to the cross-section and one torsional moment (Tx) which acts around the axis perpendicular to the cross-section. We will study each of these loads in detail in this textbook.

Note that the choice of coordinate system here is arbitrary (as long as it is a right handed coordinate system). Loads are defined as normal, shear, bending, or torsion based on the effect they have on the body. For example, the normal force always acts in the direction perpendicular to the cross-section of the body and has the effect of extending or compressing the body. In the case of Figure 1.3, the x-axis is the axis perpendicular to the cross-section, so the force in the x direction is the normal force. If the axes or the body were oriented differently, the x component of the force could be a shear force instead of a normal force.
While summing the reaction forces in 3D is a straight-forward process of adding forces in each direction, summing moments in 3D can prove to be more complicated. To sum moments, there are generally two options. One option is to use the cross product to calculate moments: \(\vec M=\vec r \times \vec F\).
1.4.1 Calculating Moments
Any position vector that goes from the point the moment is about to any point on the line of action of the force (F) will work for \(\vec{r}\) in the cross product. Considering Figure 1.4, we could say:
\[ \begin{aligned}\vec{M_O}&=\vec{r_1}\times\vec{F}\\&=\vec{r_2}\times\vec{F}\\&=\vec{r_3}\times\vec{F}\end{aligned}\\ \]
Using the cross product to calculate moment will result in a vector expression for the moment equation that gives all three components at one time with the correct signs to indicate clockwise (negative) or counterclockwise (positive) rotation. The clockwise or counterclockwise direction of rotation is based on the perspective of looking from the positive end of the axis towards the negative.
The second option to calculate moments is to perform scalar calculations in which the sum of the moments about the x, y, and z axis is calculated individually. To use this option, it might be helpful to recall:
The general scalar equation for moment is M = F*d, where d is the perpendicular distance between the point the moment is being taken about and the line of action of the force (see Figure 1.4). One can also use:
M = F r sin α
where
r = any straightline distance from the point the moment is being taken about to any point on the force vector \(\vec F\) and
α = angle between \(\vec F\) and the position vector \(\vec{r}\) that corresponds to the distance r.
In Figure 1.4, various α and r pairs can be seen. Note that either α or it’s complement angle can be used since the sine of the angle will be the same either way.
Forces do not cause moments about points they go through or axes they act through.
Forces do not cause moments about axes they are parallel to (i.e., Fx wouldn’t cause a moment around an x-axis no matter where the point is).
When taking the moment about a point, the origin of the coordinate axes should be moved to that point for the purpose of determining the distance between the axis and the force.

Given all the reminders above, one can apply the following equations:
\(\sum M_x= \pm F_y * z \pm F_z * y\) where z and y are the distances from the x-axis at the point in question to Fy and Fz, respectively.
\(\sum M_y= \pm F_x * z \pm F_z * x\) where z and x are the distances from the y-axis at the point in question to Fx and Fz, respectively.
\(\sum M_z= \pm F_x * y \pm F_y * x\) where y and x are the distances from the z-axis at the point in question to the Fx and Fy, respectively.
The ± is decided based on the right-hand rule (see text below for guidance) or visual inspection. As mentioned above, when using visual inspection, the direction of rotation is judged by looking from the positive end of the axis towards the negative end. A counterclockwise rotation is considered to be positive and a clockwise rotation is considered to be negative.
To apply the right-hand rule:
Orient your right hand so that the palm is at the point the moment is about and the fingers are aligned with the moment arm, extended to the force. The moment arm is the axis along which the perpendicular distance to the axis would be determined. For example, if finding Mx due to Fy, the moment arm is in the z direction.
The thumb is aligned with the axis of rotation (axis around which the moment is being calculated).
Curl your fingers in the direction of the force. If your thumb is pointed in the positive rotation axis direction to perform this action, the moment is counterclockwise. If your thumb is pointed in the negative rotation axis direction, the moment is clockwise. Typical convention designates counterclockwise rotation to be positive and clockwise to be negative.

These concepts are further reviewed in Example 1.6.
Summary
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References
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Figures
All figures in this chapter except Figure 1.4 and Figure 1.5 were created by Kindred Grey in 2025 and released under a CC BY-NC-SA license.