Preparatory Concepts
1.1 Preparatory Concepts
🧭 Overview
🧠 One-sentence thesis
This section introduces the foundational mathematical and physical concepts—scalars versus vectors, Newton's three laws, units and conversions, mass versus weight, and basic trigonometry—that are essential for solving engineering statics problems.
📌 Key points (3–5)
- Scalar vs vector: scalars have only magnitude (e.g. distance), while vectors have both magnitude and direction (e.g. displacement).
- Newton's laws: the first law describes inertia (no change without force), the second law relates force to mass and acceleration (F = ma), and the third law states that forces come in equal and opposite pairs.
- Units and conversions: SI (metric) and English (imperial) systems both exist; staying in one system and converting carefully prevents costly errors.
- Mass vs weight confusion: mass (kg or slugs) is intrinsic and constant, while weight (N or lb) is the force of gravity and changes with location (Earth vs moon).
- Trigonometry and geometry: the Pythagorean theorem and SOH-CAH-TOA are tools for finding lengths and angles in right triangles, which appear throughout statics problems.
📐 Scalar and vector quantities
📐 What is a scalar?
Scalar quantity: a physical quantity that can be specified completely by a single number and the appropriate unit.
- Scalars are synonyms of "number."
- Examples: time, mass, distance, length, volume, temperature, energy.
- You can add, subtract, multiply, or divide scalars using ordinary algebra.
- Example: a class period of 50 min minus 10 min equals 40 min; 60 cal plus 200 cal equals 260 cal.
🧭 What is a vector?
Vector quantity: a physical quantity that requires both a number (magnitude) and a direction to be specified completely.
- Examples: displacement, velocity, position, force, torque.
- Vectors are represented by mathematical objects called vectors.
- You can add or subtract vectors, and multiply a vector by a scalar or by another vector, but you cannot divide by a vector.
- Example: "I walked 4 km" (scalar) tells you distance; "I walked 2 km north, then 2 km east" (vector) tells you direction and final position.
🔍 How to distinguish scalar from vector
- Scalar: only "how much" (magnitude).
- Vector: "how much" and "which way" (magnitude + direction).
- Don't confuse: saying "I went for a 4 km walk" does not tell you whether you ended up 4 km away or back where you started—that requires vector information.
⚖️ Newton's three laws
⚖️ First law (law of inertia)
Newton's first law: a body at rest remains at rest, and a body in motion continues at constant velocity, unless acted on by an unbalanced (net) force.
- "Velocity" includes both speed and direction.
- If the net force is zero, velocity does not change.
- Example: a rock at rest stays at rest until a net force (push minus friction) moves it; a space capsule in orbit maintains its velocity until a thruster fires.
- Rotational version: a body maintains its rotational velocity until a net moment (torque) changes it (e.g. a spinning top slows due to friction).
⚖️ Second law (force equals mass times acceleration)
Newton's second law: the net force on a body equals the mass of the body times its acceleration: F = m a (both force and acceleration are vectors).
- The direction of the net force equals the direction of the acceleration.
- The magnitude of the net force equals mass times the magnitude of acceleration.
- Rotational version: net moment equals mass moment of inertia times angular acceleration: M = I α (moment and angular acceleration are vectors).
- Example: the heavier a rock and the more forces act on it, the more it accelerates (or decelerates).
⚖️ Third law (action and reaction)
Newton's third law: for every force one body exerts on another, the second body exerts an equal-magnitude, opposite-direction force back on the first.
- All forces come in pairs; each force in the pair acts on a different body.
- Don't confuse: the two forces in a third-law pair act on separate objects, not on the same object.
- Example: a volleyball resting on the ground has two third-law pairs: (1) gravitational force on the ball and gravitational force on the Earth, (2) normal force on the ball and normal force on the ground.
- Example: a rock pushes on the ground with the same force as the ground pushes on the rock, but in opposite directions.
📏 Units and measurement systems
📏 Why units matter
Physical quantity: defined either by how it is measured or by how it is calculated from other measurements.
Units: standardized values used to express measurements.
- Without standardized units, scientists and engineers cannot compare values meaningfully.
- Two major systems: SI (metric) and English (imperial/customary).
- SI is also called the meter–kilogram–second system; English is also called the foot–pound–second (fps) system.
📏 SI base and derived units
- The International System of Quantities (ISQ) defines seven base quantities and their SI base units:
| Base Quantity | SI Base Unit |
|---|---|
| Length | meter (m) |
| Mass | kilogram (kg) |
| Time | second (s) |
| Electrical current | ampere (A) |
| Thermodynamic temperature | kelvin (K) |
| Amount of substance | mole (mol) |
| Luminous intensity | candela (cd) |
- Derived units are algebraic combinations of base units.
- Example: area = length × length = m²; speed = length / time = m/s; density = mass / volume = kg/m³.
📏 Common units in statics
| Quantity | SI Unit | English Unit |
|---|---|---|
| Length | m, km, mm | ft, mi, in |
| Mass | kg | slug |
| Force | N (Newton) | lb (pound) |
| Pressure | Pa (Pascal) = N/m² | psi = lb/in² |
- Stay in one unit system throughout a problem to avoid errors.
- Example: in 1999, a conversion error between N and lb caused NASA's $125 million Mars Orbiter to be lost.
🔄 Unit conversions
🔄 How to convert units
Conversion factor: a ratio expressing how many of one unit equal another unit.
- Write the units you have and the units you want.
- Multiply by a conversion factor so unwanted units cancel.
- Example: convert 80 m to km. There are 1000 m in 1 km, so:
80 m × (1 km / 1000 m) = 0.080 km
(the meter units cancel, leaving km).
🔄 Key conversions for statics
| Quantity | Conversion |
|---|---|
| Length | 1 m = 3.28 ft; 1 mi = 5,280 ft; 1 ft = 12 in; 2.2 km ≈ 1 mi |
| Mass | 1 slug = 14.6 kg |
| Force | 1 lb = 4.448 N |
| Pressure | 1 psi = 6895 Pa |
- Don't confuse: 1 lb = 2.2 kg is a shortcut that only works on Earth (it mixes force and mass).
- Always check which unit system your problem uses and convert at the start.
⚖️ Mass versus weight
⚖️ What is mass?
- Mass is an intrinsic property of an object; it does not change with location.
- Units: kg (SI) or slug (English).
- Mass measures "how much matter" an object contains.
⚖️ What is weight?
Weight: the force exerted by gravity on an object.
- Weight is given by F_g = m g, where g is the gravitational field (a vector pointing toward the center of the Earth).
- Near Earth's surface, g ≈ 9.81 m/s² (SI) or g ≈ 32.2 ft/s² (English).
- Units: N (SI) or lb (English).
- Weight changes with location because g changes (e.g. on the moon, g ≈ 1.62 m/s², so weight is six times less, but mass stays the same).
⚖️ How to distinguish mass from weight
- Mass: intrinsic, constant everywhere (kg or slug).
- Weight: force of gravity, depends on location (N or lb).
- Don't confuse: in everyday English, "I weigh 50 kg" is imprecise; in statics, say "my mass is 50 kg" or "I weigh 490 N."
- Example: an astronaut's mass is the same on Earth and the moon, but their weight on the moon is one-sixth their weight on Earth.
📐 Geometry and trigonometry tools
📐 Pythagorean theorem
Right triangle: a triangle containing a 90° angle.
Pythagorean theorem: in a right triangle, the square of the hypotenuse equals the sum of the squares of the other two sides: c² = a² + b².
- c is the longest side (hypotenuse); a and b are the legs (interchangeable).
- Example: a 6 ft ladder leaning against a wall with its base 2 ft from the wall reaches a height of √(6² − 2²) = √(36 − 4) = √32 ≈ 5.66 ft.
- 3-4-5 triangle (Pythagorean triple): if the legs are 3 and 4, the hypotenuse is 5 (3² + 4² = 9 + 16 = 25 = 5²). Many homework problems use this shortcut.
📐 Trigonometric functions (SOH-CAH-TOA)
Trigonometric functions: relate the angles of a right triangle to the ratios of its sides.
- SOH: sin θ = Opposite / Hypotenuse
- CAH: cos θ = Adjacent / Hypotenuse
- TOA: tan θ = Opposite / Adjacent
- Mnemonic: "cos is close"—the side close to the angle is the adjacent side (cosine).
- Example: a 6 ft ladder at a 60° angle reaches a height of 6 ft × sin(60°) ≈ 6 × 0.866 ≈ 5.20 ft.
📐 When to use these tools
- Use the Pythagorean theorem to find unknown side lengths in right triangles.
- Use SOH-CAH-TOA to find angles or to break a vector into components (e.g. resolving a force into horizontal and vertical parts).
- Don't confuse: the Pythagorean theorem finds lengths; trigonometry finds angles or relates angles to lengths.
🗺️ Cartesian coordinate frames
🗺️ Why coordinate frames matter
- A Cartesian coordinate frame provides a standard language for describing the location of a point or the components of a vector.
- In 2D, a point is described by a pair (x, y); a vector is described by its x-component and y-component.
- The x-component and y-component are the orthogonal projections of the vector onto the x-axis and y-axis.
🗺️ Describing vectors in coordinates
- Any vector A in a plane can be written as the sum of its vector components: A = A_x + A_y.
- Example: instead of saying "go 50 km in the direction 37° north of east," you say "go 40 km east and 30 km north" (using x and y components).
- This section introduces 2D frames; 3D frames (x, y, z) will be covered in later sections.