Curriculum/DP Design/B3.2 Structural Systems Application and Selection

Structural Systems Application and Selection | B3.2

Guiding questionHow can structural systems be incorporated into product design?

This is where structures get numbers attached, and numbers are what make a structural claim checkable. Saying a beam is strong enough is an opinion. Saying it carries 4 kN with a safety factor of 3 is a promise somebody can hold you to, and engineering runs on promises of that kind.

Expect calculation, and expect to practise it rather than read about it. Stress, strain, Young's Modulus and safety factors are not conceptually difficult, but they punish carelessness with units and rearrangement, and Paper 2 gives no credit for having understood an idea whose arithmetic collapsed. The failure case studies deserve your attention too. Structural failures are unusually well documented, because when a bridge falls down somebody writes a very thorough report explaining why, and reading those reports is the fastest way to learn what an inadequate safety factor actually costs.

Students must be able toAnalyse and model the forces acting on and within the structure of existing products and be able to suggest how existing structures can be strengthened.

A structure is any system of interconnected parts designed to support loads and resist forces without unacceptable deformation or failure. Structures appear in every product: a chair's legs, a mobile phone's chassis, a bicycle frame, a bridge deck, and a skyscraper's core are all structures serving the same fundamental purpose.

Five types of stress act on structures:

  1. Tension: A pulling force trying to elongate the material. Tensile stress is distributed uniformly across the cross-section. Examples: Suspension bridge cables; a rope in a tug-of-war; the bottom chord of a truss.
  2. Compression: A pushing force trying to shorten the material. Like tension, compressive stress is distributed uniformly across the cross-section. Examples: Building columns; chair legs; the top chord of a truss; concrete in a dam.
  3. Shear: A sliding force that causes one part to slide over an adjacent part. Unlike tension or compression, shear stress isn't spread evenly through the cross-section: it peaks right at the neutral axis and drops away to nothing at the outer surfaces. Shear takes three forms:
    • Single shear: One shear plane, e.g., a single bolt connecting two overlapping plates. τ = F / A
    • Double shear: Two shear planes, e.g., a pin in a clevis joint. τ = F / 2A
    • Punching shear: A punch forcing through a plate. τ = F / (π × d × t) where d is punch diameter and t is plate thickness.
  4. Torsion: A twisting force (torque) that rotates one end relative to the other. The resulting stress is concentrated at the outer surface and falls away to almost nothing at the centre. Because that core material is doing so little work, a hollow shaft can match a solid one of the same outer diameter for torsional strength while cutting out a significant amount of weight. Examples: Car drive shafts; screwdriver blades; drill bits.
  5. Bending (flexural stress): Produces tension on one face and compression on the opposite face of the beam, separated by the neutral axis (zero stress). Bending stress is maximum at the outermost fibres. This is why I-beams concentrate material at the flanges (top and bottom), which is where bending stress is highest, leaving the web thin to resist shear. Examples: Shelves sagging under books; a diving board; a car axle.

Load types:

  • Dead loads: Permanent, constant weight: the structure itself plus fixed attachments. Does not change over time.
  • Live loads: Variable, temporary loads: people, furniture, vehicles, stored goods. Must be estimated for the worst credible case.
  • Environmental loads: Wind pressure, rain, snow accumulation, seismic ground motion, thermal expansion and contraction. Dynamic and unpredictable.
  • Other loads: Foundation settlement, machinery vibration, impact (collision), blast.

Designers analyse structures by identifying all load types, determining how they combine in the worst-case scenario, and ensuring every structural member can carry its share of those combined loads with an adequate safety margin.

Students must be able toCalculate Young's Modulus using the formula E = σ / ε, and interpret stress-strain graphs identifying Young's Modulus, yield strength, ultimate strength and fracture.

Stress (σ) is the internal force per unit cross-sectional area that a material develops in response to an applied load:

σ = F / A    [Pa or MPa; note: 1 N/mm² = 1 MPa]

Where F = applied force (N) and A = cross-sectional area (m² for Pa; mm² for MPa). Use mm² consistently to work in MPa directly.

Strain (ε) is the fractional change in length caused by that stress:

ε = ΔL / L₀    [dimensionless: no units]

Where ΔL = change in length and L₀ = original length (use consistent units: both mm, or both m).

Young's Modulus (E), or stiffness, is the ratio of stress to strain in the elastic (linear) region of the stress-strain graph:

E = σ / ε    [GPa or MPa]

E is the slope of the straight-line portion of the stress-strain curve. A steeper slope = stiffer material. Steel: E ≈ 200 GPa. Aluminium: E ≈ 70 GPa. Rubber: E ≈ 0.01–0.1 GPa.

Reading the stress-strain graph (key points):

  1. Elastic (linear) region: Stress and strain are proportional (Hooke's Law). The slope = E. Remove the load and the material returns to its original shape. The Young's Modulus is read from this region only.
  2. Elastic limit / proportional limit: The stress at which the stress-strain relationship ceases to be linear. Below this point, deformation is fully reversible.
  3. Yield point (yield strength, σ_y): The stress at which permanent (plastic) deformation begins. For many mild steels, there is a distinct upper yield point (sudden drop in load) followed by a lower yield point. Once passed, the material will not return to its original shape when unloaded.
  4. Proof stress (for materials without a clear yield point): Aluminium alloys, titanium alloys, and copper do not show a well-defined yield point. The 0.2% proof stress (also called offset yield strength) is found by drawing a line parallel to the elastic region but offset 0.2% along the strain axis. Where this line intersects the stress-strain curve is the proof stress. This is the IB-standard method for these materials.
  5. Ultimate Tensile Strength (UTS): The maximum stress on the graph: the peak of the curve. Beyond this point, the material begins to neck (thin locally) and load-carrying capacity decreases even as the material is still extending.
  6. Necking: The localised reduction in cross-sectional area in ductile materials after UTS. The material thins at one point, and true stress actually increases there even though engineering stress (based on original area) decreases.
  7. Fracture point: Where the material finally breaks. In ductile materials (mild steel, aluminium), there is significant plastic deformation between yield and fracture. In brittle materials (glass, cast iron, concrete in tension), fracture occurs with little or no plastic deformation: the curve drops sharply from near the elastic limit.

Effect of temperature: For plain carbon steels, Young's Modulus decreases as temperature increases. At elevated temperatures, steel softens and its stiffness falls: a critical consideration for fire-resistant structural design and high-temperature industrial equipment.

Worked example (calculating Young's Modulus):

A steel test piece, original length 50 mm and cross-sectional area 20 mm², is pulled with a force of 80 kN. It stretches 0.1 mm. Find E.

σ = F / A = 80,000 N / 20 mm² = 4,000 MPa

ε = ΔL / L₀ = 0.1 mm / 50 mm = 0.002

E = σ / ε = 4,000 MPa / 0.002 = 2,000,000 MPa = 200 GPa ✓ (consistent with steel)

Students must be able toIdentify why a structure has failed, including interpreting data from finite element analysis (FEA).

Structural failure occurs when stress in any part of a structure exceeds the material's capacity to resist it. Failure modes fall into four main categories:

  1. Overloading: Applied loads exceed what the structure was designed for. Causes include unexpected live loads, dynamic impacts, or failure to account for cumulative loading.
  2. Wrong material choice: A material with insufficient strength, toughness, or corrosion resistance for the operating environment. A mild steel fastener in a marine environment corrodes rapidly; a glass component in a high-impact application fractures brittlely.
  3. Wrong size or shape: A section that is too thin for the load, or a geometry that concentrates stress at notches, holes, or sudden cross-section changes (stress concentrators). Fatigue cracks almost always initiate at stress concentrations.
  4. Buckling: A mode of failure unique to slender members under compression. When a long, thin column or strut is loaded in compression, it can suddenly deflect laterally and collapse at a load far below its compressive strength. The critical buckling load depends on the member's slenderness (length-to-radius-of-gyration ratio), its cross-section shape, and its end conditions. Hollow tubes and I-sections resist buckling better than solid rods of the same area because they have a larger radius of gyration.

Case study (Quebec Bridge collapse, 1907):

During construction of what was to be the world's longest cantilever bridge (548 m main span), the south anchor arm collapsed, killing 75 of the 86 workers on site. The primary cause was the underestimation of the structure's own weight: the calculated weight was 30,857 tonnes but the actual weight was later found to be 36,408 tonnes. This led to compressive stresses in the lower chord members that exceeded the material's buckling resistance. Signs of buckling had been observed and reported for nearly a month before the collapse, but work continued. The bridge collapsed two hours after buckling was formally reported to the chief engineer.

Engineering lessons: Accurate weight calculations are non-negotiable. Warning signs of buckling must be acted on immediately. Clear lines of responsibility and authority to halt construction are essential. The disaster directly led to the reform of Canadian professional engineering standards.

Case study (Tacoma Narrows Bridge collapse, 1940):

The Tacoma Narrows Bridge was revolutionary in its slenderness: a depth-to-span ratio of 1:350 (compared to the typical 1:84 of contemporary suspension bridges) and a width-to-span ratio of 1:72, the narrowest of any comparable bridge. Its shallow plate girder sides acted as a solid wall to wind, rather than allowing air to pass through as an open truss would. During construction, the bridge already oscillated vertically in wind, earning the nickname "Galloping Gertie." Four months after opening, a 67 km/h gale induced a coupled bending-torsion oscillation (aeroelastic flutter): the roadway twisted at increasing amplitude until the deck tore apart.

Engineering lessons: Wind is not just a static pressure load; it can induce dynamic resonance. Torsional stiffness and aerodynamic stability are as important as vertical strength. Wind tunnel testing of scale bridge models became mandatory following this failure. Modern long-span bridges use open truss girders, aerodynamic deck profiles, and tuned mass dampers to prevent flutter.

Case study (Genoa Morandi Bridge collapse, 2018):

A 210 m section of the cable-stayed Morandi Bridge collapsed, killing 43 people. The failure was caused by decades of corrosion to steel cables inside the bridge's distinctive reinforced concrete pylons, combined with deterioration of the prestressed concrete. The original design embedded the stay cables inside concrete shrouds, a design that prevented inspection or replacement of the steel. Corrosion progressed invisibly until the cable system no longer had sufficient capacity to carry the bridge's dead load.

Engineering lessons: Safety factors degrade over time as materials corrode and fatigue. Infrastructure must be designed for inspectability and maintainability: hidden structural elements are a design failure, not just an operational problem. The replacement bridge (Genoa San Giorgio, 2020), designed by Renzo Piano, incorporates continuously operating monitoring robots that inspect every structural element for corrosion and cracking.

Finite Element Analysis (FEA):

FEA is a computational method that divides a complex structure into thousands of tiny elements (triangles or tetrahedra in 2D/3D). The software applies loads and constraints, then calculates stress, strain, and displacement at each element. The results are displayed as colour maps (stress contour plots): regions in red/orange indicate the highest stress, green and blue indicate lower stress. Designers use FEA to:

  • Identify stress concentrations before any physical prototype is built.
  • Optimise cross-section shapes and thicknesses to eliminate over-stressed regions without adding unnecessary material.
  • Predict where fatigue cracks will initiate under cyclic loading.
  • Verify that a proposed design meets safety factor requirements.

Interpreting FEA output: a region shown in red that coincides with a geometric feature (hole, fillet, notch) is a stress concentration: the designer should increase the radius of the fillet, add a gusset plate, or choose a stronger material for that region. A large region of uniform low stress (blue) indicates over-engineered material that could be removed to reduce weight.

Key concept
Euler's Critical Buckling Load

Buckling does not happen because a member runs out of compressive strength; it happens because a slender member finds a cheaper way to fail first. Leonhard Euler showed that the load at which a slender column suddenly bows sideways, the critical buckling load, depends on the member's stiffness and geometry rather than its material strength alone: P_cr = π²EI / L_e², where E is Young's Modulus, I is the second moment of area of the cross-section, and L_e is the effective length (which depends on how the ends are restrained).

This explains several design choices already seen in this topic: a hollow tube or I-section resists buckling better than a solid rod of the same cross-sectional area because it has a larger second moment of area (I) for the same amount of material. It also explains why the Quebec Bridge's lower chord members buckled at a load below their material's compressive strength: the members were slender enough that geometry, not material strength, set the failure point.

What changes the critical buckling load
  • Length (L_e): doubling the effective length quarters the critical load (L_e appears squared in the denominator)
  • Cross-section shape: spreading material away from the centre (a tube or I-section) increases I without adding mass
  • End conditions: a pinned-pinned column has a longer effective length than the same column fixed at both ends, so fixing the ends raises the critical load
Case Study
Hyatt Video

The Hyatt Regency Walkway Collapse

The deadliest structural failure in US history.

Read case study →
Discussion
How does a safety factor disappear without anyone noticing?

None of the four failure categories above quite describe the Hyatt Regency collapse: the walkways weren't overloaded beyond their intended design capacity, the steel wasn't the wrong material, and nothing buckled from slenderness. A connection detail was changed during construction in a way that looked equivalent on the drawing but roughly doubled the load on a single set of box-beam welds, cutting their safety factor to barely above 1.

Read the case study, then discuss: at what point in a project should a "simple" fabrication change to a structural connection require the same level of recalculation as a change to the main structure itself? Whose job should it be to catch that kind of change: the structural engineer, the fabricator, a third-party checker, or all three?

Students must be able toInterpret simple force diagrams for a given structure.

Engineers represent forces and their effects using standardised diagrams. Three types are essential for structural analysis:

1. Free Body Diagrams (FBDs)

A free body diagram isolates a single object (or a section of a structure) and shows all external forces acting on it as vectors: arrows indicating direction and magnitude. FBDs are the starting point for every structural calculation.

Rules for drawing FBDs:

  • Draw the object in isolation: remove all surrounding context.
  • Show every external force: applied loads (arrows at the point of application), reactions at supports (upward at supports, horizontal at pinned supports if required).
  • Label each force with its magnitude and direction.
  • Show the coordinate system (x–y axes).

2. Force polygons (tip-to-tail vector addition)

When multiple forces act on a point, their resultant (combined effect) can be found graphically. Draw each force vector to scale, placing the tail of each arrow at the tip of the previous one. The resultant is the vector from the starting point to the final tip. If the forces are in equilibrium, the polygon closes (the last tip meets the first tail): this is the graphical equivalent of ΣF = 0.

3. Support reactions

Before drawing shear force and bending moment diagrams, the reactions at all supports must be found using the two equilibrium equations:

ΣF = 0    (sum of all vertical forces = 0)

ΣM = 0    (sum of moments about any point = 0)

Two support types:

  • Roller support: Provides a reaction force perpendicular to the surface only (vertical for a horizontal beam). It cannot resist horizontal forces. One unknown: R_vertical.
  • Pinned support: Provides reactions in any direction: both vertical and horizontal components. Two unknowns: R_vertical and R_horizontal.

Worked example (finding support reactions): A 6 m simply-supported beam carries a 10 kN point load at 2 m from the left (pinned) support A. Find reactions R_A and R_B (roller at B).

Take moments about A: ΣM_A = 0 → R_B × 6 = 10 × 2 → R_B = 20/6 = 3.33 kN

ΣF_vertical = 0 → R_A + R_B = 10 → R_A = 10 − 3.33 = 6.67 kN

4. Shear force diagrams (SFD)

A shear force diagram plots the internal shear force at every cross-section along the beam. Sign convention: shear that tends to cause clockwise rotation of the left segment is positive (+). The diagram is built by working from left to right, adding each load or reaction encountered. Point loads cause vertical jumps in the diagram; uniformly distributed loads (UDL) cause linear slopes.

5. Bending moment diagrams (BMD)

A bending moment diagram plots the internal bending moment at every cross-section. The critical rule: maximum bending moment occurs where shear force equals zero. The BMD is the area under the SFD. Point loads produce triangular shapes; UDLs produce parabolic curves. The BMD is essential for sizing the beam: the peak moment location is where the beam is most likely to fail in bending.

Uniformly distributed loads (UDL): Expressed in kN/m. A UDL of 5 kN/m over 4 m is equivalent to a point load of 20 kN at the midpoint of the span for the purpose of calculating support reactions. The total UDL force = w × L where w is load intensity (kN/m) and L is span length (m).

Cantilever beams: Fixed at one end, free at the other. The fixed support must resist both vertical force and bending moment. The maximum bending moment in a cantilever occurs at the fixed end, not in the middle. Examples: Stadium roof canopies, balconies, aircraft wings. A UDL on a cantilever of length L and intensity w gives: maximum bending moment M_max = w × L² / 2 at the fixed end.

Interactive
Numeric Load Simulator

A simply-supported beam (pinned at A, roller at B). Set the span and load, then read the reactions, shear force diagram and bending moment diagram live. Defaults match the worked example above.

m
kN
m
Free body diagram
Shear force diagram
Bending moment diagram

Students must be able toCalculate SFs using the formula SF = Ultimate Load (Stress) / Allowable Load (Stress); calculate maximum intended loads for given structures; and design structures with an SF.

The safety factor (also called factor of safety, FOS) is the ratio of a structure's ultimate strength to the maximum stress it is designed to carry in service:

SF = Ultimate Load (or Stress) / Allowable Load (or Stress)

Rearranged to find allowable working stress:

σ_working = UTS / SF

And maximum working load:

F_working = σ_working × A = (UTS / SF) × A

Why use a safety factor? Real structures operate in conditions that are imperfect, unpredictable, and changing. The SF absorbs uncertainty across nine categories:

  1. Certainty of loads: Actual loads may exceed estimates due to accidents, misuse, or unforeseen conditions.
  2. Design life: A structure designed for 50 years must remain safe as materials fatigue and degrade.
  3. Manufacturing quality: Real materials have flaws, inconsistencies in composition, and surface defects that reduce strength below laboratory values.
  4. Consequences of failure: Catastrophic failure (loss of life, uncontained release of hazardous materials) warrants a higher SF than failure of a non-critical component.
  5. Environmental influences: Corrosion, UV degradation, temperature cycling, and chemical attack reduce material strength over time.
  6. Criticality: Whether the component is part of a redundant system (failure of one does not cause total collapse) or a single point of failure.
  7. Repairability: A buried pipeline cannot easily be inspected or repaired: a higher SF is warranted compared to a visible, accessible structural member.
  8. Certainty of material properties: Properties from material databases are average values; actual strength may be ±15% of the published figure.
  9. Statutory and code requirements: Industry standards (ISO, ASTM, EN, AS) mandate minimum SF values for specific applications. These are legal requirements, not suggestions.

Typical safety factors by application (from A3.2):

ApplicationTypical SFKey reason
Bridges and buildings1.5–3Long design life; public safety; difficult inspection
Aircraft structures1.2–2Weight-critical; redundant systems; strict certification
Lifting equipment (cranes, hoists)4–6Dynamic shock loads; no redundancy; cable wear
Pressure vessels3.5–5Catastrophic explosive failure; corrosion from contents

Worked example 1 (calculating SF):

A steel rod (diameter 12 mm) fails at a load of 90 kN. It is designed to carry a working load of 30 kN. What is the SF?

A = π × d² / 4 = π × 144 / 4 = 113.1 mm²

UTS = 90,000 / 113.1 = 795.8 MPa

σ_working = 30,000 / 113.1 = 265.3 MPa

SF = 795.8 / 265.3 = 3.0

Worked example 2 (calculating maximum working load, from the MD):

A 16 mm diameter steel rod has UTS = 590 MPa and SF = 4. Find the maximum working load.

A = π × 16² / 4 = 201.1 mm²

σ_working = 590 / 4 = 147.5 MPa

F_working = 147.5 × 201.1 = 29,662 N ≈ 29.7 kN

Safety factors degrade over time (the Genoa Morandi lesson):

The Morandi Bridge was designed with an adequate SF at opening in 1967. Over 50 years, corrosion of the embedded steel cables progressively reduced their cross-sectional area and tensile strength, effectively lowering the actual SF year by year. By 2018, the SF for the corroded cables had fallen below 1, and the bridge collapsed. The lesson: the SF at the time of construction is not the SF in service. Infrastructure monitoring, regular inspection, and maintenance are required to keep the actual SF above the design SF throughout the structure's intended life.

Ten questions covering the learning objectives for this topic. Select one answer per question, then click "Check all answers" to see your score and the explanations.

Q1 · 3.2.1 Forces on structures
Which stress is greatest at the outer surface of a shaft and falls to almost nothing at its centre, which is why hollow shafts are used?
Torsional stress increases with distance from the axis, so the core of a solid shaft carries very little load and mostly adds mass. Removing it gives nearly the same torsional strength at a much lower weight. Tension and compression, by contrast, are distributed uniformly across the cross-section.
Q2 · 3.2.1 Forces on structures
A pin in a clevis joint carries its load across two shear planes. The shear stress in the pin is:
With two planes resisting the load, each carries half of it, so the stress is halved compared with single shear. A single bolt joining two overlapping plates is the single shear case, and F / (πdt) is punching shear, where a punch is driven through a plate of thickness t.
Q3 · 3.2.2 Young's Modulus & stress-strain
Young's modulus is defined as:
E is the gradient of the straight-line portion of the stress-strain graph, so a steeper slope means a stiffer material. Force divided by area is stress on its own. The value must be read from the elastic region, since beyond the yield point the relationship is no longer proportional.
Q4 · 3.2.2 Young's Modulus & stress-strain
A test piece 50 mm long with a cross-sectional area of 20 mm² extends by 0.1 mm under a load of 80 kN. Young's modulus is:
σ = F / A = 80,000 / 20 = 4,000 MPa, and ε = ΔL / L₀ = 0.1 / 50 = 0.002. Dividing gives E = 4,000 / 0.002 = 2,000,000 MPa, which is 200 GPa and consistent with steel. Working in newtons and mm² throughout keeps the result in MPa without any conversion.
Q5 · 3.2.2 Young's Modulus & stress-strain
Aluminium, titanium and copper alloys show no clearly defined yield point on a stress-strain graph. Designers therefore quote:
A line is drawn parallel to the elastic region but offset by 0.2% along the strain axis, and where it cuts the curve is the proof stress. This gives a usable design limit for materials whose transition from elastic to plastic behaviour is gradual rather than marked by a sudden drop in load.
Q6 · 3.2.3 Structural failure & FEA
A long slender strut in compression suddenly deflects sideways and collapses at a load well below the compressive strength of its material. This failure mode is:
Euler showed that the critical buckling load depends on stiffness and geometry, Pₓₕ = π²EI / Lₑ², so doubling the effective length quarters the load a member can take. Hollow tubes and I-sections resist buckling better than solid rods of equal area because more material sits away from the centre. The Quebec Bridge's overloaded lower chords failed exactly this way.
Q7 · 3.2.3 Structural failure & FEA
An FEA plot of a loaded plate is blue almost everywhere but shows a small red region around a drilled hole. The correct interpretation is that:
Stress concentrates at holes, notches and abrupt changes of section, and this is where fatigue cracks usually start. The large blue region carries the opposite message: material there is doing little work and could be removed to save weight, which is how FEA drives optimisation as well as safety checks.
Q8 · 3.2.4 Force diagrams
The reaction at a roller support on a horizontal beam is:
A roller is free to move along the surface it sits on, so it cannot resist a horizontal force and contributes one unknown to the analysis. A pinned support resists in both directions and contributes two unknowns, while a fixed end also resists rotation, which is why a cantilever carries its maximum bending moment at the wall.
Q9 · 3.2.4 Force diagrams
The maximum bending moment along a beam occurs where the shear force:
The bending moment diagram is the accumulated area under the shear force diagram, so the moment stops rising exactly where the shear crosses zero. That location is where the beam is most likely to fail in bending and therefore where the section must be sized.
Q10 · 3.2.5 Safety factors
A steel rod of cross-sectional area 200 mm² has an ultimate tensile strength of 600 MPa and must be designed to a safety factor of 4. Its maximum working load is:
Working stress is UTS divided by the safety factor, 600 / 4 = 150 MPa, and the load is that stress times the area, 150 × 200 = 30,000 N or 30 kN. Remember that the safety factor calculated at construction is not the one in service: the Morandi Bridge's corroded cables lost section for fifty years until the real factor fell below 1.
Every Paper 2 question is attached to a product. Nothing here can be answered from memory alone: read the case study first, then answer the parts in order. The tariff tells you how many creditable points to make, and the command term tells you what kind of point counts. Numerical work appears under the command term Apply, which is how the specimen paper sets calculation: you apply a principle to the case study and state what the result means. Write your answer before you open either panel, then mark yourself against the markscheme rather than against the example. This topic is HL only.
Question 1 · B3.2 · HL only6 marks
Case study

A climbing carabiner is an aluminium alloy link with a spring gate. It connects a climber's rope to an anchor. A falling climber can load it far beyond their body weight, because the rope arrests the fall over a short distance.

Every carabiner is marked with three rated strengths.

Table 1: Markings and dimensions of one carabiner

PropertyValue
Major axis, gate closed24 kN
Major axis, gate open8 kN
Minor axis7 kN
Cross-sectional area of the spine48 mm²
Alloy ultimate tensile strength500 MPa
Typical peak load in a lead fall6 kN

(a) State the type of stress acting along the spine of the carabiner when it is loaded on the major axis. [1]

(b) Apply the definition of stress to describe why the spine does not fail at the rated 24 kN, see Table 1. [2]

(c) Explain why a carabiner loaded on its minor axis is dangerous, see Table 1. [3]

Example answer

(a) Tensile stress.

(b) Stress is force divided by cross-sectional area. At the rated load of 24 kN across 48 mm² the spine carries 24 000 N ÷ 48 mm² = 500 N/mm², which is 500 MPa. That is exactly the alloy's ultimate tensile strength, so 24 kN is the load at which the spine reaches failure and the rating is set at the limit rather than above it.

(c) The minor axis rating is 7 kN against 24 kN on the major axis, so the carabiner is less than a third as strong across its width. The reason is that loading across the minor axis does not put the spine in pure tension; it bends the frame and applies force to the gate, which is a light spring-loaded component never intended to carry load. The danger comes from comparing 7 kN with the 6 kN peak load of a typical lead fall, which leaves a margin of only 1 kN, less than a safety factor of 1.2, and a harder fall exceeds it outright. What makes this a design problem rather than a user error is that the carabiner can rotate into that orientation on its own during a climb, so the load case that is nearly four times weaker can arise without the climber doing anything wrong or being able to see it happen.

Markscheme

(a) • Tensile stress ✓

Award [1] for the correct type of stress up to [1 max].

(b) Stress is force per unit cross-sectional area.
• Stress = force / area ✓
• 24 000 N ÷ 48 mm² = 500 N/mm² ✓
• 500 N/mm² = 500 MPa ✓
• This equals the alloy's ultimate tensile strength ✓
• 24 kN is therefore the load at which the spine reaches failure ✓
• The rating is set at the limit rather than above it ✓

Award [1] for the correct application of stress = force / area and [1] for relating the result to the ultimate tensile strength, up to [2 max]. Accept correct working in consistent units.

(c) Structures fail due to overloading, material choice, size and shape.
• The minor axis rating is 7 kN against 24 kN, less than a third the strength ✓
• Loading across the minor axis does not put the spine in pure tension ✓
• It bends the frame rather than stretching it ✓
• Load is applied to the gate, a light spring component never intended to carry it ✓
• 7 kN against a 6 kN typical peak fall load leaves a margin of only 1 kN ✓
• That is a safety factor below 1.2 ✓
• A harder than typical fall exceeds the rating outright ✓
• The carabiner can rotate into this orientation on its own during a climb ✓
• The weaker load case arises without user error and is not visible to the climber ✓
• The 8 kN gate-open figure shows the same effect, since an open gate removes the closed frame ✓

Award [1] for each relevant reason / cause explaining the danger of minor axis loading up to [3 max]. Credit responses that compare the rating with the fall load in Table 1.

Question 2 · B3.2 · HL only6 marks
Case study

A shelf bracket is an L-shaped steel pressing screwed to a wall. The horizontal arm carries the shelf; the vertical arm is fixed by two screws. A diagonal strut can be added between the two arms.

Loading the end of the shelf bends the horizontal arm and tries to pull the top screw out of the wall.

Table 2: Two bracket designs under a 400 N load at the end of a 300 mm arm

Plain L bracketWith diagonal strut
Bending moment at the corner120 N·m120 N·m
Bending in the horizontal armAlong full 300 mmAlong 90 mm only
Force in the strutCompression
Deflection at the shelf end11 mm1.5 mm
Steel used1.01.15

(a) State the type of force carried by the diagonal strut, see Table 2. [1]

(b) Apply the relationship between bending moment and distance to describe why the strut reduces deflection so sharply, see Table 2. [2]

(c) Analyse why the bending moment at the corner is unchanged by the strut, see Table 2. [3]

Example answer

(a) Compression.

(b) Bending moment is force multiplied by distance from the support, and deflection of a cantilever grows with the cube of its unsupported length. The strut moves the effective support from the corner out to where it meets the arm, cutting the unsupported length from 300 mm to 90 mm. Because that is roughly a third of the length, deflection falls by roughly a factor of twenty-seven, which is why 11 mm becomes 1.5 mm for only 15 % more steel.

(c) The bending moment at the corner is set by the external load and its distance from the wall, and the strut changes neither. The shelf still carries 400 N at 300 mm, so the wall still has to resist 400 × 0.3 = 120 N·m regardless of what happens inside the bracket. This follows from equilibrium: the moment the wall applies must balance the moment the load applies, and adding a member between two points on the same bracket is an internal rearrangement that cannot alter the external balance. What the strut does change is how that moment is carried. Without it, the moment is resisted by bending along the whole arm; with it, most of the arm is in direct compression or tension along its length and only the outer 90 mm bends. So the strut redistributes the internal forces into more efficient paths without reducing what the fixing has to withstand, which is why the screws and the wall plug still have to be sized for the full 120 N·m.

Markscheme

(a) • Compression ✓

Award [1] for the correct force type up to [1 max].

(b) Forces acting on a structure or within a beam can be represented diagrammatically.
• Bending moment is force multiplied by distance from the support ✓
• Cantilever deflection grows with the cube of the unsupported length ✓
• The strut moves the effective support out to where it meets the arm ✓
• Unsupported length falls from 300 mm to 90 mm ✓
• That is roughly one third, so deflection falls by roughly a factor of 27 ✓
• 11 mm becomes 1.5 mm for 15 % more steel ✓

Award [1] for correctly applying the length relationship and [1] for relating it to the deflection values in Table 2, up to [2 max]. Accept an answer arguing from the reduced lever arm without the cube law, provided the reasoning is correct.

(c) When forces on a structure are in equilibrium, the structure is stable.
• The bending moment at the corner is set by the external load and its distance ✓
• The strut changes neither the load nor its distance ✓
• The shelf still carries 400 N at 300 mm, so the moment is 400 × 0.3 = 120 N·m ✓
• Equilibrium requires the wall's moment to balance the load's moment ✓
• A member added between two points on the same bracket is an internal rearrangement ✓
• Internal members cannot alter the external force balance ✓
• What changes is how the moment is carried, not its magnitude ✓
• Without the strut the moment is resisted by bending along the whole arm ✓
• With it, most of the arm carries direct compression or tension and only 90 mm bends ✓
• The screws and wall plug must still be sized for the full 120 N·m ✓
• A stiffer bracket is not a lower-loaded fixing, which is a common design error ✓

Award [1] for each distinct guiding element / structure identified in why the moment is unchanged up to [3 max]. Award a maximum of [2] where the response does not reason from equilibrium or from the external load.

Question 3 · B3.2 · HL only10 marks
Case study · part 1

A playground climbing frame is built from steel tube. Children hang from a horizontal bar 2.2 m above a rubber surface. The frame is specified to carry six children at once, and the bar is checked against a load of 6 × 800 N to allow for dynamic swinging.

(a) Identify two reasons the design load exceeds the combined weight of six children. [2]

Case study · part 2

Table 3: Two candidate tubes for the horizontal bar

Tube ATube B
MaterialMild steelAluminium alloy
Young's modulus210 GPa69 GPa
Yield strength250 MPa270 MPa
Outside diameter42 mm42 mm
Wall thickness3.0 mm3.0 mm
Mass per metre2.9 kg1.0 kg

(b) Apply the meaning of Young's modulus to outline how the two tubes differ in service, see Table 3. [2]

Case study · part 3

Both tubes have the same geometry, so both have the same cross-sectional area of 367 mm². The bar is supported at both ends.

(c) Describe why the two tubes have nearly the same yield strength but very different stiffness, see Table 3. [2]

Case study · part 4

The designer must select a tube and a safety factor. Typical safety factors are 2 for static structures under known loads and 4 to 6 where loads are uncertain or failure endangers people.

(d) Explain how the designer should select the tube and the safety factor, see Table 3. [4]

Example answer

(a) Children swing and drop onto the bar, so the dynamic load exceeds their static weight; and more than six children may use it, since nothing prevents it.

(b) Young's modulus is the ratio of stress to strain, so it measures how much a material stretches or bends for a given load. Steel at 210 GPa is about three times stiffer than aluminium at 69 GPa, so with identical geometry the aluminium bar deflects roughly three times as far under the same group of children.

(c) Yield strength and stiffness are independent properties describing different things: strength is the stress at which the material begins to deform permanently, while stiffness is how much it deforms elastically before that point. Yield strength depends on alloying and heat treatment, which can be varied widely, whereas Young's modulus is set by the bonding between atoms and barely changes with alloying, so an aluminium alloy can be made as strong as mild steel while remaining about a third as stiff.

(d) The two decisions are linked, because the tube choice determines which failure mode the safety factor has to guard against.

On strength the tubes are almost equivalent, with 270 MPa against 250 MPa on identical sections, so strength alone does not separate them. What separates them is stiffness, and stiffness is what a user experiences. A bar that visibly sags under six children feels unsafe whether or not it is safe, and the aluminium bar deflects roughly three times as far for the same load. Deflection also matters structurally here, because children swing on the bar rather than hanging still, and a springy bar stores and returns energy, which encourages more vigorous use and raises the dynamic load the designer was trying to allow for.

Steel is the correct selection. The aluminium tube's advantage is mass, 1.0 kg against 2.9 kg per metre, and mass is not a constraint on a structure bolted into the ground, so its one benefit is worth nothing in this application. Steel is also cheaper, easier to weld and repair, and its fatigue behaviour under many small cycles is better understood than aluminium's, which matters because aluminium has no fatigue limit and this bar will see millions of cycles.

The safety factor should be at the top of the range, 4 to 6 rather than 2. The conditions that justify a low factor are absent: the loads are not known, since nothing physically limits how many children use the bar or how hard they swing; the users are children, who cannot assess risk and will use the frame in ways the designer did not intend; and the failure consequence is a fall from 2.2 m onto a surface with several children beneath. Neither maintenance nor inspection can be relied on in a public playground, and corrosion at the ground line will reduce the section over the frame's life. A factor of at least 4, and 6 for members whose failure drops a child, is the defensible choice.

Markscheme

(a) Safety factors are a way to design in contingency to prevent failure from overloading a structure.
• Children swing and drop onto the bar, so dynamic load exceeds static weight ✓
• More than six children may use it, since nothing prevents it ✓
• Adults may use or sit on the frame ✓
• An impact load is far higher than a gradually applied one ✓
• Corrosion reduces the section over the frame's life ✓
• Manufacturing variation in the tube ✓
• Deliberate misuse cannot be excluded in a public playground ✓

Award [1] for each relevant reason identified up to [2 max].

(b) Young's Modulus is the measure of stiffness of a material.
• Young's modulus is the ratio of stress to strain ✓
• It measures how much a material deforms elastically for a given load ✓
• Steel at 210 GPa is about three times stiffer than aluminium at 69 GPa ✓
• With identical geometry the aluminium bar deflects about three times as far ✓
• The steel bar feels more solid under the same group of children ✓
• Both return to shape, since neither is loaded past yield ✓

Award [1] for correctly applying the meaning of Young's modulus and [1] for relating it to the behaviour of the two bars, up to [2 max].

(c) Materials with differing Young's Modulus are chosen for specific applications.
• Strength and stiffness are independent properties describing different things ✓
• Yield strength is the stress at which permanent deformation begins ✓
• Stiffness is how much the material deforms elastically before that point ✓
• Yield strength depends on alloying and heat treatment, which vary widely ✓
• Young's modulus is set by atomic bonding and barely changes with alloying ✓
• An aluminium alloy can match mild steel's strength while remaining a third as stiff ✓
• A strong material is therefore not necessarily a stiff one ✓

Award [1] for each detail, leading to an account of why strength and stiffness differ independently, up to [2 max].

(d) Structures are typically designed with a safety factor in case of overloading, and material selection determines the governing failure mode.
Strength does not separate the tubes:
• 270 MPa against 250 MPa on identical sections ✓
• Strength alone gives no basis for the choice ✓
Stiffness does:
• The aluminium bar deflects roughly three times as far for the same load ✓
• A visibly sagging bar feels unsafe whether or not it is safe ✓
• Children swing rather than hang still, so a springy bar stores and returns energy ✓
• That encourages more vigorous use and raises the dynamic load ✓
Selecting steel:
• Aluminium's advantage is mass, 1.0 kg against 2.9 kg per metre ✓
• Mass is not a constraint on a structure bolted into the ground, so the benefit is worth nothing here ✓
• Steel is cheaper and easier to weld and repair ✓
• Aluminium has no fatigue limit, and the bar will see millions of cycles ✓
Selecting the safety factor:
• The conditions justifying a low factor are absent ✓
• Loads are not known, since nothing limits how many children use it or how hard they swing ✓
• Users are children, who cannot assess risk and will use it unintendedly ✓
• Failure means a fall from 2.2 m with children beneath ✓
• Maintenance and inspection cannot be relied on in a public playground ✓
• Corrosion at the ground line reduces the section over the frame's life ✓
• A factor of at least 4, and 6 where failure drops a child, is defensible ✓

Award [1] for each relevant detail / reason / cause relating to the selection of tube and safety factor up to [4 max]. Award a maximum of [3] where the response addresses only one of the two decisions. Credit responses that identify stiffness rather than strength as the deciding property.

The Efficient Engineer, YouTube channel
youtube.com/c/TheEfficientEngineer
Animated explainers on stress, strain, Young’s modulus and the stress strain curve, with worked examples. The best free preparation for the calculations in 3.2.2.
Tacoma Narrows Bridge (1940), Wikipedia
en.wikipedia.org/wiki/Tacoma_Narrows_Bridge_(1940)
Galloping Gertie twisting itself apart, with the aeroelastic flutter explanation. The film is embedded in the article and is worth watching before you answer anything on dynamic loading.
Quebec Bridge, Wikipedia
en.wikipedia.org/wiki/Quebec_Bridge
The 1907 collapse that killed 75 workers, caused by underestimated dead load and buckling compression chords. A failure traced directly to a calculation nobody rechecked.
Free body diagrams, Khan Academy
khanacademy.org/science/physics/forces-newtons-laws…
Worked video examples of drawing a free body diagram and resolving the forces. Start here if the diagrams in 3.2.4 are where you get stuck.
Free beam calculator, SkyCiv
skyciv.com/free-beam-calculator
Set up a beam with your own loads and supports and get shear force and bending moment diagrams instantly. Good for checking work you have done by hand.
Ponte Morandi, Wikipedia
en.wikipedia.org/wiki/Ponte_Morandi
The 2018 Genoa collapse that killed 43 people, the corrosion of the encased stays that caused it, and the replacement bridge with its inspection robots.
Factors of safety, Engineering ToolBox
engineeringtoolbox.com/factors-safety-fos-d_1624.ht…
Real safety factor values for bridges, aircraft, pressure vessels and lifting gear. Use these to sanity check the factor you apply in 3.2.5.
Hooke’s Law, PhET Interactive Simulations
phet.colorado.edu/en/simulations/hookes-law
Stretch a spring and watch force, extension and stored energy change together. The elastic region of the stress strain curve, made interactive.

Linking Questions

  • To what extent can prototyping techniques, such as simulations of structures, be used to predict real-world performance? (A2.2)
  • How does a deep understanding of stress-strain graphs influence the designer's material selection when designing products? (A3.1) (B3.1)
  • How is the structural system of a product influenced by the mechanical and electronic systems required for the product to function? (A3.3) (A3.4) (B3.3) (B3.4)
  • How does FEA play a role in modelling and prototyping? (B2.2)
  • To what extent is the design of a structurally safe product the responsibility of the designer? (C1.1)
  • What are the considerations for the designer of physical structures to ensure a positive life-cycle analysis result when designing a product? (C3.2)