The second polar moment of area, also known (incorrectly, colloquially) as "polar moment of inertia" or even "moment of inertia", is a quantity used to describe resistance to torsional deformation (deflection), in objects (or segments of an object) with an invariant cross-section and no significant warping or out-of-plane deformation.[1] It is a constituent of the second moment of area, linked through the perpendicular axis theorem. Where the planar second moment of area describes an object's resistance to deflection (bending) when subjected to a force applied to a plane parallel to the central axis, the polar second moment of area describes an object's resistance to deflection when subjected to a moment applied in a plane perpendicular to the object's central axis (i.e. parallel to the cross-section). Similar to planar second moment of area calculations (,, and ), the polar second moment of area is often denoted as . While several engineering textbooks and academic publications also denote it as or , this designation should be given careful attention so that it does not become confused with the torsion constant, , used for non-cylindrical objects.
Simply put, the polar moment of area is a shaft or beam's resistance to being distorted by torsion, as a function of its shape. The rigidity comes from the object's cross-sectional area only, and does not depend on its material composition or shear modulus. The greater the magnitude of the second polar moment of area, the greater the torsional stiffness of the object.
Note: While it has become common to find the term moments of inertia used to describe the polar and planar second moments of area, this is primarily a construct of engineering fields. The term moment of inertia, within physics and mathematics fields, is strictly the second moment of mass, used to describe a massive object's resistance to rotational motion, not its resistance to torsional deformation. While the polar and planar second moments of area are integrated over all the infinitesimal elements of a given area in some two-dimensional cross-section, the polar and planar second moments of mass (those regarding inertia) are integrated over all the infinitesimal elements of mass in a three-dimensional space occupied by an object. Simply put, the polar and planar second moments of area are an indication of rigidity, and the moment of inertia (second moment of mass) is the rotational motion resistance of a massive object. |
The equation describing the polar moment of area is a multiple integral over the cross-sectional area, , of the object.
Substituting the and components, using the Pythagorean theorem:
Given the planar second moments of area equations, where:
It is shown that the polar moment of area can be described as the summation of the and planar moments of area, and
This is also shown in the perpendicular axis theorem.[2] For objects that have rotational symmetry,[3] such as a cylinder or hollow tube, the equation can be simplified to:
For a circular section with radius :
The SI unit for polar second moment of area, like the planar second moment of area, is meters to the fourth power (m4), and inches to the fourth power (in4) in U.S. Customary units and imperial units.
The polar second moment of area can be insufficient for use to analyze beams and shafts with non-circular cross-sections, due their tendency to warp when twisted, causing out-of-plane deformations. In such cases, a torsion constant should be substituted, where an appropriate deformation constant is included to compensate for the warping effect. Within this, there are articles that differentiate between the polar second moment of area, , and the torsional constant, , no longer using to describe the polar second moment of area.[4]
In objects with significant cross-sectional variation (along the axis of the applied torque), which cannot be analyzed in segments, a more complex approach may have to be used. See 3-D elasticity.
Though the polar second moment of area is most often used to calculate the angular displacement of an object subjected to a moment (torque) applied parallel to the cross-section, the provided value of rigidity does not have any bearing on the torsional resistance provided to an object as a function of its constituent materials. The rigidity provided by an object's material is a characteristic of its shear modulus, . Combining these two features with the length of the shaft, , one is able to calculate a shaft's angular deflection, , due to the applied torque, :
As shown, the larger the material's shear modulus and polar second moment of area (i.e. larger cross-sectional area), the greater resistance to torsional deflection.
The polar second moment of area appears in the formulae that describe torsional stress and angular displacement.
Torsional stresses:
Note: In a circular shaft, the shear stress is maximal at the surface of the shaft.
Calculation of the steam turbine shaft radius for a turboset:
Assumptions:
The angular frequency can be calculated with the following formula:
The torque carried by the shaft is related to the power by the following equation:
The angular frequency is therefore 314.16 rad/s and the torque 3.1831 × 106 N·m.
The maximal torque is:
After substitution of the polar second moment of area the following expression is obtained:
The radius is r=0.200 m = 200 mm, or a diameter of 400 mm. If one adds a factor of safety of 5 and re-calculates the radius with the admissible stress equal to the τadm=τyield/5 the result is a radius of 0.343 m, or a diameter of 690 mm, the approximate size of a turboset shaft in a nuclear power plant.
Polar second moment of area:
Moment of inertia:
Polar second moment of area
Moment of inertia