Chapter 12 · Section 2

Ultimate Moment and Plastic Hinge of a Pure-Bending Beam

Using a rectangular-section pure-bending beam as the canonical example, we trace the evolution of cross-sectional stress through elastic → elasto-plastic → plastic stages and obtain the key quantities: yield moment $M_{\mathrm s}$, ultimate moment $M_{\mathrm u}$, shape factor $\alpha$ — the foundation for the rest of the chapter.

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12.2.1

Three stages of stress distribution in a pure-bending beam

Three Stages

the figure: a pure-bending beam made of ideal elasto-plastic material with a rectangular section of width $b$ and height $h$. As the moment $M$ grows, the beam passes through elastic, elasto-plastic, and plastic stages in turn. Throughout, the plane-sections assumption holds — strain $\varepsilon$ is linear in the fiber distance from the neutral axis, and relates to curvature $\kappa$ by

$$ \varepsilon \;=\; \kappa\, y$$
(12-1)

Cross-sectional equilibrium $\sum F_{x} = 0$ and $\sum M = 0$:

$$ \int_{A} \sigma\, \mathrm d A \;=\; 0,\qquad \int_{A} \sigma\, y\, \mathrm d A \;=\; M \qquad (12\text{-}2,\,12\text{-}3) $$
(12.2-1)
The geometric and equilibrium conditions are identical to elastic analysis; only the stress-strain law differs.
Anim. 12.2.1
① Elastic stage

$M \le M_{\mathrm s}$

Stress over the section is linear, $\sigma = E\kappa y$ (see Animation 12.2.1); the peak has not yet reached $\sigma_{\mathrm s}$.

② Elasto-plastic

$M_{\mathrm s} < M < M_{\mathrm u}$

The edges $|y| \ge y_{0}$ have yielded ($\sigma = \pm\sigma_{\mathrm s}$); the elastic core inside remains linear.

③ Plastic stage

$M = M_{\mathrm u}$

The elastic core $y_{0} \to 0$. The whole section carries two rectangles of $\pm \sigma_{\mathrm s}$ — the plastic hinge forms.

① Elastic stage — linear distribution

$\sigma = E\varepsilon = E\kappa y$ (Eqs. 12-4, 12-5), substituted in Eq. (12-3) gives

$$ M \;=\; EI\, \kappa$$
(12-6)

At the end of the elastic stage, the outermost fiber stress reaches $\sigma_{\mathrm s}$ with strain $\varepsilon_{\mathrm s}$. The corresponding moment $M_{\mathrm s}$ and curvature $\kappa_{\mathrm s}$ are

$$ M_{\mathrm s} \;=\; \dfrac{b\, h^{2}}{6}\, \sigma_{\mathrm s},\qquad \kappa_{\mathrm s} \;=\; \dfrac{2\, \sigma_{\mathrm s}}{E\, h}$$
(12-7)
$M_{\mathrm s}$ is the elastic-limit moment (yield moment)
12.2.2

Ultimate moment and shape factor

Plastic Moment

② Elasto-plastic stage

For $M > M_{\mathrm s}$, the edges form a plastic zone ($\sigma = \pm\sigma_{\mathrm s}$); the inner core $|y| \le y_{0}$ remains elastic. Within the elastic core, $\sigma = \sigma_{\mathrm s}\cdot y/y_{0}$ stays linear. Integrating $\int \sigma y\, \mathrm d A = M$ piecewise:

$$ M \;=\; \sigma_{\mathrm s}\, b\!\left(\dfrac{h}{2} - y_{0}\right)\!\left(\dfrac{h}{2} + y_{0}\right) \;+\; \sigma_{\mathrm s}\, b\cdot \dfrac{2\, y_{0}^{2}}{3} \;=\; M_{\mathrm s}\!\left(\dfrac{3}{2} - \dfrac{2\, y_{0}^{2}}{h^{2}}\right)$$
(12-8)

At the core edge $y = y_{0}$, $\sigma = \sigma_{\mathrm s}$; hence the curvature

$$ \kappa \;=\; \dfrac{\varepsilon_{\mathrm s}}{y_{0}} \;=\; \dfrac{\sigma_{\mathrm s}}{E\, y_{0}} \;=\; \dfrac{h}{y_{0}}\, \kappa_{\mathrm s}$$
(12-9)

Eliminating $y_{0}$ gives the nonlinear $M$-$\kappa$ relation:

$$ \dfrac{M}{M_{\mathrm s}} \;=\; \dfrac{1}{2}\!\left[\, 3 - \left(\dfrac{\kappa_{\mathrm s}}{\kappa}\right)^{\!2}\, \right]$$
(12-10)
Elasto-plastic $M$-$\kappa$ relation — curve $ACB$ in Animation 12.2.2.1
Anim. 12.2.2.1

③ Plastic stage · Ultimate moment $M_{\mathrm u}$

As $M$ grows further, the elastic core $y_{0}$ shrinks to the limit $y_{0} \to 0$. The stress distribution becomes two rectangles (see Animation 12.2.2.1); the corresponding ultimate moment is

$$ M_{\mathrm u} \;=\; \dfrac{b\, h^{2}}{4}\, \sigma_{\mathrm s}$$
(12-11)
$$ \alpha \;=\; \dfrac{M_{\mathrm u}}{M_{\mathrm s}} \;=\; 1.5$$
(12-12)
For a rectangular section, the ultimate moment is 1.5× the yield moment — the shape factor
Anim. 12.2.2.2

Shape factors for common sections

Cross-section$\alpha = M_{\mathrm u}/M_{\mathrm s}$
Rectangle1.5
Solid circle1.70
Thin-walled tube1.27
I-section (strong axis)1.10 ~ 1.17

$\alpha$ depends only on cross-section shape — not on material, size, or loading. A rectangle's $\alpha = 1.5$ means a 50% capacity gain over elastic design; an I-section with flanges already concentrated far from the neutral axis uses material efficiently in elastic design, so the plastic margin is smaller.

Bilinear approximation

The true $M$-$\kappa$ curve for an ideal elasto-plastic material is a line + a curve + a plateau (segments $OA$ + $ACB$ + $BG$ in the figure). For simplicity we often use a bilinear $OFG$: linear $OA$ for $M < M_{\mathrm s}$, instantaneous jump to $M_{\mathrm u} = 1.5 M_{\mathrm s}$ at yield, then plastic flow at constant $M = M_{\mathrm u}$. The subsequent analyses in this chapter use this bilinear model.

12.2.3

Residual stress on unloading · Ultimate moment of general sections

Unloading · General Section

④ Unloading · residual stress

If the beam reaches the elasto-plastic stage (point $C$ on the figure) and is then unloaded, the unloading stress/strain increments are linear, so when $M$ returns to zero the beam retains a residual curvature. Also, because loading and unloading follow different laws, the section carries a residual stress distribution.

$$ \Delta\sigma \;=\; \dfrac{6\, M_{\mathrm c}}{b\, h^{2}} \;>\; \sigma_{\mathrm s} $$
(12.2-2)
Unloading stress increment follows the elastic law; superposed on the pre-unloading plastic distribution, it produces the residual stress.

Animation 12.2.3 shows the unloading process: (a) stress distribution at $C$ before unloading, (b) linear stress increments during unloading, (c) residual stress $\sigma_{\mathrm r} = \Delta\sigma - \sigma_{\mathrm s}$. After unloading, internal forces on the section vanish — the residual stress is a self-equilibrating self-stress state.

Anim. 12.2.3
Engineering importance of residual stress

Post-unloading residual stresses matter in engineering — welded steel beams, cold-bent shapes, etc. retain residual stresses from the manufacturing plastic deformation, affecting the onset of yielding and the fatigue life under subsequent loads.

⑤ Ultimate moment of a general section

Question · Where is the stress dividing line in the plastic stage?

For non-symmetric sections, the neutral axis passes through the section's centroid in the elastic stage — but in the plastic stage, with stress $\pm\sigma_{\mathrm s}$ split into two rectangles, where does the dividing line lie?

Answer: the equal-area axis — here $A_{1} = A_{2} = A/2$. This follows immediately from $\int\sigma\,\mathrm d A = 0$: for non-symmetric sections, the centroidal axis and the equal-area axis do not coincide.

For a section with one axis of symmetry:

  • Elastic stage: linear distribution $\sigma = M y/I$ (12-13), neutral axis through the centroid;
  • At the ultimate state: stress as two rectangles of $\pm \sigma_{\mathrm s}$ — the neutral axis lies at the equal-area line:
$$ A_{1} \;=\; A_{2} \;=\; \dfrac{A}{2} $$
(12.2-3)
Neutral axis bisects the area, not passes through the centroid; for non-symmetric sections the two are different

Ultimate moment = force couple of the two resultants about the neutral axis:

$$ M_{\mathrm u} \;=\; \sigma_{\mathrm s}\,\bigl(A_{1}\,\bar{y}_{1} \;+\; A_{2}\,\bar{y}_{2}\bigr) \;=\; \dfrac{A}{2}\,\sigma_{\mathrm s}\,(\bar{y}_{1} + \bar{y}_{2}) $$
(12.2-4)
$\bar{y}_{1},\bar{y}_{2}$ are the centroidal distances of the two half-areas from the neutral axis

Two essential differences from a regular hinge

Regular hinge Regular Hinge

  • Cannot carry moment ($M = 0$) on either side;
  • Bidirectional — free to rotate in both directions.

Plastic hinge Plastic Hinge

  • Each side carries a couple of magnitude $M_{\mathrm u}$;
  • Unidirectional — free only in the direction of $M_{\mathrm u}$; the reverse restores rigid continuity.
Section summary
  1. Pure-bending stress passes through elastic → elasto-plastic → plastic — linear → elastic core + plastic edges → two-rectangle distribution;
  2. Yield moment $M_{\mathrm s} = b h^{2} \sigma_{\mathrm s}/6$; ultimate moment $M_{\mathrm u} = b h^{2} \sigma_{\mathrm s}/4$;
  3. Shape factor $\alpha = M_{\mathrm u}/M_{\mathrm s}$ depends only on section shape (rectangle 1.5, circle 1.7, I-section ≈1.1);
  4. Residual stress after unloading is self-equilibrating; the ultimate moment of a general section uses the equal-area axis;
  5. Plastic hinge vs regular hinge: the former carries $M_{\mathrm u}$ and is unidirectional;
  6. Next, §12-3 solves the ultimate load of statically determinate and indeterminate beams.