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Contact mechanics

Contact mechanics is a physics topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Contact mechanics rather than just read about it. In short: Contact mechanics is the study of the deformation of solids that touch each other at one or more points. A central distinction in contact mechanics is between stresses acting perpendicular to the contacting bodies' surfaces (known as normal stress) and frictional stresses acting tangentially between the surfaces (shear stress).

Contact mechanics — main illustration
Contact mechanics — illustration

Key takeaways

  • Contact mechanics belongs to physics; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Contact mechanics to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Contact mechanics from memory before moving on to harder problems.

Reference excerpt

Contact mechanics is the study of the deformation of solids that touch each other at one or more points. A central distinction in contact mechanics is between stresses acting perpendicular to the contacting bodies' surfaces (known as normal stress) and frictional stresses acting tangentially between the surfaces (shear stress). Normal contact mechanics or frictionless contact mechanics focuses on normal stresses caused by applied normal forces and by the adhesion present on surfaces in close contact, even if they are clean and dry. Frictional contact mechanics emphasizes the effect of friction forces. Contact mechanics is part of mechanical engineering. The physical and mathematical formulation of the subject is built upon the mechanics of materials and continuum mechanics and focuses on computations involving elastic, viscoelastic, and plastic bodies in static or dynamic contact. Contact mechanics provides necessary information for the safe and energy efficient design of technical systems and for the study of tribology, contact stiffness, electrical contact resistance and indentation hardness. Principles of contacts mechanics are implemented towards applications such as locomotive wheel-rail contact, coupling devices, braking systems, tires, bearings, combustion engines, mechanical linkages, gasket seals, metalworking, metal forming, ultrasonic welding, electrical contacts, and many others. Current challenges faced in the field may include stress analysis of contact and coupling members and the influence of lubrication and material design on friction and wear. Applications of contact mechanics further extend into the micro- and nanotechnological realm. The original work in contact mechanics dates back to 1881 with the publication of the paper "On the contact of elastic solids" "Über die Berührung fester elastischer Körper" by Heinrich Hertz. Hertz attempted to understand how the optical properties of multiple, stacked lenses might change with the force holding them together. Hertzian contact stress refers to the localized stresses that develop as two curved surfaces come in contact and deform slightly under the imposed loads. This amount of deformation is dependent on the modulus of elasticity of the material in contact. It gives the contact stress as a function of the normal contact force, the radii of curvature of both bodies and the modulus of elasticity of both bodies. Hertzian contact stress forms the foundation for the equations for load bearing capabilities and fatigue life in bearings, gears, and any other bodies where two surfaces are in contact.

History

Classical contact mechanics is most notably associated with Heinrich Hertz. In 1882, Hertz solved the contact problem of two elastic bodies with curved surfaces. This still-relevant classical solution provides a foundation for modern problems in contact mechanics. For example, in mechanical engineering and tribology, Hertzian contact stress is a description of the stress within mating parts. The Hertzian contact stress usually refers to the stress close to the area of contact between two spheres of different radii. It was not until nearly one hundred years later that Kenneth L. Johnson, Kevin Kendall, and Alan D. Roberts found a similar solution for the case of adhesive contact. This theory was rejected by Boris Derjaguin and co-workers who proposed a different theory of adhesion in the 1970s. The Derjaguin model came to be known as the Derjaguin–Muller–Toporov (DMT) model (after Derjaguin, M. V. Muller and Yu. P. Toporov), and the Johnson et al. model came to be known as the Johnson–Kendall–Roberts (JKR) model for adhesive elastic contact. This rejection proved to be instrumental in the development of the David Tabor and later Daniel Maugis parameters that quantify which contact model (of the JKR and DMT models) represent adhesive contact better for specific materials. Further advancement in the field of contact mechanics in the mid-twentieth century may be attributed to names such as Frank Philip Bowden and Tabor. Bowden and Tabor were the first to emphasize the importance of surface roughness for bodies in contact. Through investigation of the surface roughness, the true contact area between friction partners is found to be less than the apparent contact area. Such understanding also drastically changed the direction of undertakings in tribology. The works of Bowden and Tabor yielded several theories in contact mechanics of rough surfaces. The contributions of J. F. Archard (1957) must also be mentioned in discussion of pioneering works in this field. Archard concluded that, even for rough elastic surfaces, the contact area is approximately proportional to the normal force. Further important insights along these lines were provided by James A. Greenwood and J. B. P. Williamson (1966), A. W. Bush (1975), and Bo N. J. Persson (2002). The main findings of these works were that the true contact surface in rough materials is generally proportional to the normal force, while the parameters of individual micro-contacts (pressure and size of the micro-contact) are only weakly dependent upon the load.

Classical solutions for non-adhesive elastic contact The theory of contact between elastic bodies can be used to find contact areas and indentation depths for simple geometries. Some commonly used solutions are listed below. The theory used to compute these solutions is discussed later in the article. Solutions for multitude of other technically relevant shapes, e.g. the truncated cone, the worn sphere, rough profiles, hollow cylinders, etc. can be found in

Contact between a sphere and a half-space

An elastic sphere of radius R {\displaystyle R} indents an elastic half-space where total deformation is d {\displaystyle d} , causing a contact area of radius

a = R d {\displaystyle a={\sqrt {Rd}}}

The applied force F {\displaystyle F} is related to the displacement d {\displaystyle d} by

… excerpt ends here. Continue reading the full article.

Illustrations

Contact mechanics: Stresses in a contact area loaded simultaneously with a normal and a tangential force. Stresses were made visible using photoelasticity.
Stresses in a contact area loaded simultaneously with a normal and a tangential force. Stresses were made visible using photoelasticity.
Contact mechanics: An animation of a sphere pressing against an elastic material, increasing the contact area.
An animation of a sphere pressing against an elastic material, increasing the contact area.
Contact mechanics: Contact of an elastic sphere with an elastic half-space
Contact of an elastic sphere with an elastic half-space
Contact mechanics: Contact between two spheres
Contact between two spheres
Contact mechanics: Contact between two crossed cylinders of equal radius
Contact between two crossed cylinders of equal radius

Worked examples

Example 1 — a first encounter with Contact mechanics

Start with the simplest possible case. Write down what Contact mechanics claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In physics, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Contact mechanics before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Contact mechanics ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Contact mechanics

In research
Contact mechanics appears in physics research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Contact mechanics in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Contact mechanics is common in secondary-school and first-year university syllabi. It links to neighbouring topics Bearings (mechanical), Mechanical engineering, Solid mechanics, so understanding it makes those chapters shorter.
In everyday life
Look for Contact mechanics outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.
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How to study Contact mechanics in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Contact mechanics means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Contact mechanics out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Contact mechanics in simple terms?

Contact mechanics is the study of the deformation of solids that touch each other at one or more points. A central distinction in contact mechanics is between stresses acting perpendicular to the contacting bodies' surfaces (known as normal stress) and frictional stresses acting tangentially betwee…

Why does Contact mechanics matter?

Because it connects several physics ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Contact mechanics?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Contact mechanics.

Tags

  • Bearings (mechanical)
  • Mechanical engineering
  • Solid mechanics

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