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What is the formula for shear stress in oil?

Published in Fluid Dynamics 5 mins read

The fundamental formula for shear stress (τ) in oil, which typically behaves as a Newtonian fluid, is τ = µ (dγ/dt). This equation establishes that the shear stress experienced within the oil is directly proportional to its rate of strain, often referred to as the shear rate.

Understanding Shear Stress in Oil

Shear stress is a critical concept in fluid dynamics, representing the internal friction or resistance to flow that occurs within a fluid. In the context of oil, it is the force per unit area exerted parallel to a fluid layer as adjacent layers move at different velocities. When oil flows, its layers slide past each other, and this internal resistance generates shear stress.

Most common oils are classified as Newtonian fluids. This means their dynamic viscosity (µ) remains constant regardless of the shear rate applied. This characteristic simplifies the calculation of shear stress, making the formula τ = µ (dγ/dt) universally applicable for most oil-related engineering and industrial applications.

The Key Components of the Formula

The formula τ = µ (dγ/dt) comprises three essential variables:

  • τ (Tau): Shear Stress

    • Definition: The internal force per unit area acting tangentially within the fluid due to fluid motion. It quantifies the resistance to deformation.
    • Units: Commonly measured in Pascals (Pa) in the SI system, or pounds per square inch (psi) in the imperial system.
  • µ (Mu): Dynamic Viscosity

    • Definition: A fundamental property of a fluid that measures its internal resistance to flow or shear. It indicates how "thick" or "thin" a fluid is. A higher dynamic viscosity means greater resistance to flow.
    • Units: Expressed in Pascal-seconds (Pa·s) in SI units, or centipoise (cP) where 1 Pa·s = 1000 cP.
    • Importance: For oil, dynamic viscosity is crucial as it directly dictates the magnitude of shear stress for a given shear rate. Learn more about viscosity.
  • dγ/dt (d-gamma-by-d-t): Shear Rate (Rate of Strain)

    • Definition: This term represents the rate at which the fluid is deforming under shear stress. It is essentially the velocity gradient perpendicular to the direction of flow, commonly expressed as du/dy, where 'du' is the differential change in velocity between two adjacent fluid layers, and 'dy' is the differential distance between these layers. This rate of strain arises from the relative displacement (Δx) of fluid layers over a given vertical distance (Δy) as the fluid shears over time (Δt).
    • Units: Measured in inverse seconds (s⁻¹) or radians per second (rad/s).
    • Insight: A larger shear rate signifies a more rapid change in velocity across the fluid layers, leading to higher shear stress.

Relationship to Kinematic Viscosity

While dynamic viscosity (µ) is used directly in the shear stress formula, kinematic viscosity (ν) is another important property of oil that is frequently measured and reported. Kinematic viscosity is the ratio of dynamic viscosity to the fluid's density (ρ):

ν = µ / ρ

  • ν (Nu): Kinematic Viscosity
    • Definition: A measure of a fluid's intrinsic resistance to flow under the influence of gravity. It is particularly relevant for applications involving gravity-driven flow, such as oil drainage.
    • Units: Typically measured in square meters per second (m²/s) in SI units, or centistokes (cSt) where 1 cSt = 1 mm²/s.
    • Discover more about kinematic viscosity.

Practical Applications and Examples

Understanding and calculating shear stress in oil is vital across various engineering disciplines:

  • Lubrication Systems:
    • In engines, transmissions, and industrial machinery, oil forms a thin lubricating film between moving parts. The shear stress within this film determines its ability to support loads, minimize friction, and prevent wear.
    • Lubricant engineers formulate oils to maintain optimal shear stress properties across varying operating conditions, ensuring effective component protection.
  • Hydraulic Systems:
    • The performance and efficiency of hydraulic pumps, valves, and actuators are directly influenced by the flow characteristics and shear stress of hydraulic oil.
    • Excessive shear stress can lead to energy losses, heat generation, and even fluid degradation.
  • Pipeline Design:
    • Engineers calculate the pressure drop required to pump oil through pipelines by analyzing the shear stress exerted by the oil on the pipe walls. This information is crucial for selecting appropriate pump sizes and optimizing flow rates.
  • Viscometry and Quality Control:
    • Measuring the shear stress and shear rate of oils in laboratories helps characterize their rheological behavior and ensure they meet specific industry standards for consistency and performance.

Factors Influencing Shear Stress (Via Viscosity)

The primary external factors that significantly impact the shear stress in oil for a given shear rate are those that affect its dynamic viscosity:

  • Temperature: The dynamic viscosity of oil typically decreases significantly as temperature increases. Consequently, shear stress will also decrease at higher temperatures for the same shear rate.
  • Pressure: While less pronounced than temperature, the dynamic viscosity of oil generally increases with increasing pressure, which can lead to higher shear stress under high-pressure conditions.

Summary of Formula Components

Term Symbol Description Standard Units
Shear Stress τ (Tau) Internal force per unit area parallel to fluid layers Pascals (Pa), psi
Dynamic Viscosity µ (Mu) Fluid's intrinsic resistance to flow or internal friction Pascal-seconds (Pa·s), cP
Shear Rate dγ/dt (or du/dy) Rate of fluid deformation or velocity gradient across layers Inverse seconds (s⁻¹)
Density ρ (Rho) Mass per unit volume of the fluid Kilograms per cubic meter (kg/m³)
Kinematic Viscosity ν (Nu) Dynamic viscosity divided by density (µ/ρ) Square meters per second (m²/s), cSt