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An analytic derivation of the bifurcation conditions for localization in hyperelastic tubes and sheets

Xiang Yu School of Computer Science and Technology, Dongguan University of Technology, Dongguan 523808, China
Department of Mechanics, School of Mechanical Engineering, Tianjin University, Tianjin 300354, China
[email protected]
   Yibin Fu School of Computing and Mathematics, Keele University, Staffordshire ST5 5BG, UK [email protected]
Abstract

We provide an analytic derivation of the bifurcation conditions for localized bulging in an inflated hyperelastic tube of arbitrary wall thickness and axisymmetric necking in a hyperelastic sheet under equibiaxial stretching. It has previously been shown numerically that the bifurcation condition for the former problem is equivalent to the vanishing of the Jacobian determinant of the internal pressure PP and resultant axial force NN, with each of them viewed as a function of the azimuthal stretch on the inner surface and the axial stretch. This equivalence is established here analytically. For the latter problem for which it has recently been shown that the bifurcation condition is not given by a Jacobian determinant equal to zero, we explain why this is the case and provide an alternative interpretation.

Mathematics Subject Classification. 74B20, 74G10, 74G60, 35A20.

Keywords. Localized bulging, Axisymmetric necking, Bifurcation, Nonlinear elasticity.

1 Introduction

We revisit here the problem of localized bulging in a hyperelastic tube of arbitrary wall thickness subject to axial loading and internal pressure, and the problem of axisymmetric necking in a hyperelastic sheet under equibiaxial stretching. Studies on the former problem date back as early as Mallock [1], and much progress has been made since then [2, 3, 8, 9, 4, 5, 6, 7], but misconceptions also persisted that prevented a thorough understanding of this important prototypical localization problem. For instance, localized bulging of inflated rubber tubes was thought to have some connection with the pressure versus volume curve having a maximum (the so-called limiting point instability) [10, 11, 12], but the precise nature of this connection was not clear and the initiation pressure was often incorrectly calculated as the bifurcation pressure for a periodic mode. Fu et al. [13] demonstrated explicitly, under the membrane assumption, that localized bulging is a bifurcation phenomenon but is not connected with a periodic mode. In fact, a weakly nonlinear analysis based on the periodic mode viewpoint would give a bulging profile that has no resemblance to the actual bulging profile observed experimentally or simulated numerically. They also demonstrated that the initiation pressure is equal to the pressure for the limiting point instability in one loading scenario, but this connection may be lost in other loading scenarios (e.g., the case of fixed ends).

Recent studies have focused on tubes of arbitrary wall thickness to which the membrane assumption no longer applies. With the help of dynamical systems theory, Fu et al. [14] derived the bifurcation condition for localized bulging and showed that it takes a simple form J(P,N)=0J(P,N)=0 where J(P,N)J(P,N) denotes the Jacobian determinant of the internal pressure PP and resultant axial force NN, each viewed as a function of two principal stretches. This bifurcation condition was rederived in [15] as a by-product of a weakly nonlinear analysis to derive the bulging solution explicitly. The derived analytic predictions were corroborated by numerical simulations [16] and experimental studies [17]. This bifurcation condition provides a framework under which various other effects may be assessed in a systematic manner [19, 18, 20, 21, 22, 23]. More recently, the same methodology has been applied to study elasto-capillary bulging and necking in soft elastic cylinders [24] and tubes [25, 26]. The work [24] seems to be the first self-consistent study on this problem that not only addresses the initial bifurcation, but also connects it to the final Maxwell state, correcting again misconceptions in the relevant field.

The bifurcation condition J(P,N)=0J(P,N)=0 was established in [14] via a brute force approach: the condition that zero becomes a triple eigenvalue of the spatial dynamical system governing axisymmetric incremental deformations is first derived, and was then shown numerically to be equivalent to J(P,N)=0J(P,N)=0. The purpose of the current paper is to derive this equivalence analytically, thus providing further insight into the bifurcation condition and justifying its application in other elastic localization problems. The main idea is to recognize that the bifurcation condition is simply the solvability condition for an extra uniform expansion to exist.

The same methodology is then applied to derive the bifurcation condition for the axisymmetric necking of a thin sheet that is subject to equibiaxial stretching within the plane. Under general biaxial stretching (not necessarily equibiaxial), the two nominal stresses are functions of the two in-plane stretches, and it is then natural to compute their Jacobian determinant, evaluate it at an equibiaxial stretching state, and ask whether it is related to necking. It turns out that this is not the case [27], and we explain why.

The rest of this paper is organized as follows. The next section is devoted to the inflation problem. We first summarize the solution for the primary inflation solution and the incremental boundary value problem, and then re-derive the bifurcation solution using a procedure that is simpler than that employed in [14]. This new derivation shows explicitly that the bifurcation condition is in fact the solvability condition for a non-trivial uniform perturbation to exist, and thus enables the above-mentioned equivalence to be established. In Section 3 we use the same methodology to study the axisymmetric necking problem. The paper is concluded in Section 4 with a summary and a discussion of other applications of the methodology proposed in the current paper.

2 Localized bulging in an inflated hyperelastic tube

2.1 Uniform inflation and extension

We consider a sufficiently long circular cylindrical tube that is incompressible, isotropic and hyperelastic. The tube is assumed to have inner radius AA and outer radius BB before deformation; see Fig. 1(a). When it is uniformly stretched in the axial direction by a force NN and inflated by an internal pressure PP, the inner and outer radii become aa and bb, respectively, as shown in Fig. 1(b). The deformation, in terms of cylindrical polar coordinates, is specified by

r2=λz1(R2A2)+a2,θ=Θ,z=λzZ,\displaystyle r^{2}=\lambda_{z}^{-1}(R^{2}-A^{2})+a^{2},\quad\theta=\Theta,\quad z=\lambda_{z}Z, (2.1)

where (R,Θ,Z)(R,\Theta,Z) and (r,θ,z)(r,\theta,z) are the coordinates in the undeformed and deformed configurations, respectively, and λz\lambda_{z} is the constant stretch in the axial direction. The first equation in (2.1) is a consequence of the incompressibility constraint. It follows from (2.1) that the three principal stretches are simply

λ1=rR,λ2=λz,λ3=1/(λ1λ2),\displaystyle\lambda_{1}=\frac{r}{R},\quad\lambda_{2}=\lambda_{z},\quad\lambda_{3}=1/(\lambda_{1}\lambda_{2}), (2.2)

where we have identified the indices 1,2,31,2,3 with the θ\theta-, zz-, and rr-directions, respectively. Throughout this paper, we shall refer to the deformed configuration corresponding to (2.1) as the uniformly inflated configuration.

Refer to caption
(a)
Refer to caption
(b)
Figure 1: A hyperelastic cylindrical tube in (a) reference (undeformed) configuration and (b) uniformly inflated configuration.

We assume that the constitutive behavior of the tube is described by a strain energy function W(λ1,λ2,λ3)W(\lambda_{1},\lambda_{2},\lambda_{3}). The non-zero Cauchy stresses are given by

σii=λiWλip¯,i=1,2,3,\displaystyle\sigma_{ii}=\lambda_{i}\frac{\partial W}{\partial\lambda_{i}}-\overline{p},\quad i=1,2,3, (2.3)

where p¯\overline{p} is the Lagrange multiplier enforcing the incompressibility constraint. For the considered deformation, WW can be regarded as a function of λ1\lambda_{1} and λ2\lambda_{2} which we write as w(λ1,λ2)=W(λ1,λ2,λ11λ21)w(\lambda_{1},\lambda_{2})=W(\lambda_{1},\lambda_{2},\lambda_{1}^{-1}\lambda_{2}^{-1}). By a standard calculation using (2.3) we obtain the stress differences

σ11σ33=λ1w1,σ22σ33=λ2w2,\displaystyle\sigma_{11}-\sigma_{33}=\lambda_{1}w_{1},\quad\sigma_{22}-\sigma_{33}=\lambda_{2}w_{2}, (2.4)

where w1=w/λ1w_{1}=\partial w/\partial\lambda_{1} and w2=w/w2w_{2}=\partial w/\partial w_{2}.

The only equilibrium equation that is not satisfied automatically is

dσ33dr+σ33σ11r=dσ33drλ1w1r=0,\displaystyle\frac{d\sigma_{33}}{dr}+\frac{\sigma_{33}-\sigma_{11}}{r}=\frac{d\sigma_{33}}{dr}-\frac{\lambda_{1}w_{1}}{r}=0, (2.5)

and the associated boundary conditions are

σ33|r=a=P,σ33|r=b=0,\displaystyle\sigma_{33}|_{r=a}=-P,\quad\sigma_{33}|_{r=b}=0, (2.6)
abrσ22𝑑r12a2P=N2π.\displaystyle\int_{a}^{b}r\sigma_{22}\,dr-\frac{1}{2}a^{2}P=\frac{N}{2\pi}. (2.7)

Integrating equation (2.5) subject to the boundary conditions (2.6) leads to

abλw1r𝑑r+P=0,-\int_{a}^{b}\frac{\lambda w_{1}}{r}\,dr+P=0, (2.8)

whereas eliminating σ22\sigma_{22} in (2.7) in favor of σ33\sigma_{33} with the aid of (2.4)2, (2.5) and (2.6) yields

abrλzw2𝑑r12abrλw1𝑑rN2π=0.\int_{a}^{b}r\lambda_{z}w_{2}\,dr-\frac{1}{2}\int_{a}^{b}r\lambda w_{1}\,dr-\frac{N}{2\pi}=0. (2.9)

Alternatively, the last two equations may be manipulated into the form [29]

P=λbλaw1λ2λz1𝑑λ,\displaystyle P=\int_{\lambda_{b}}^{\lambda_{a}}\frac{w_{1}}{\lambda^{2}\lambda_{z}-1}\,d\lambda, (2.10)
N=πA2(λa2λz1)λbλa2λzw2λw1(λ2λz1)2λ𝑑λ,\displaystyle N=\pi A^{2}(\lambda_{a}^{2}\lambda_{z}-1)\int_{\lambda_{b}}^{\lambda_{a}}\frac{2\lambda_{z}w_{2}-\lambda w_{1}}{(\lambda^{2}\lambda_{z}-1)^{2}}\lambda\,d\lambda, (2.11)

where the two limits λa\lambda_{a} and λb\lambda_{b} are defined by λa=a/A\lambda_{a}=a/A and λb=b/B\lambda_{b}=b/B, and are related to each other by the incompressibility condition (λb2λz1)B2=(λa2λz1)A2(\lambda_{b}^{2}\lambda_{z}-1)B^{2}=(\lambda_{a}^{2}\lambda_{z}-1)A^{2}.

2.2 Derivation of the bifurcation condition for localized bulging

We first summarize the linearized incremental equations for the problem formulated in the previous subsection. We consider an axisymmetric perturbation of the form

δ𝒙=u(r,z)𝒆r+v(r,z)𝒆z,\displaystyle\delta\bm{x}=u(r,z)\bm{e}_{r}+v(r,z)\bm{e}_{z}, (2.12)

where δ𝒙\delta\bm{x} stands for the increment of the position vector 𝒙\bm{x} and (𝒆r,𝒆θ,𝒆z)(\bm{e}_{r},\bm{e}_{\theta},\bm{e}_{z}) denotes the standard orthonormal basis for cylindrical polar coordinates (r,θ,z)(r,\theta,z). It follows that the incremental deformation gradient 𝜼\bm{\eta} is

𝜼=ur𝒆θ𝒆θ+vz𝒆z𝒆z+vr𝒆z𝒆r+uz𝒆r𝒆z+ur𝒆r𝒆r,\displaystyle\bm{\eta}=\frac{u}{r}\bm{e}_{\theta}\otimes\bm{e}_{\theta}+v_{z}\bm{e}_{z}\otimes\bm{e}_{z}+v_{r}\bm{e}_{z}\otimes\bm{e}_{r}+u_{z}\bm{e}_{r}\otimes\bm{e}_{z}+u_{r}\bm{e}_{r}\otimes\bm{e}_{r}, (2.13)

where vz:=v/zv_{z}:=\partial v/\partial z, vr:=v/rv_{r}:=\partial v/\partial r, etc.

The incremental equilibrium equations that are not satisfied automatically are [15]

χ22z+χ23r+χ23r=0,\displaystyle\frac{\partial\chi_{22}}{\partial z}+\frac{\partial\chi_{23}}{\partial r}+\frac{\chi_{23}}{r}=0, (2.14)
χ33r+χ32z+χ33χ11r=0,\displaystyle\frac{\partial\chi_{33}}{\partial r}+\frac{\partial\chi_{32}}{\partial z}+\frac{\chi_{33}-\chi_{11}}{r}=0, (2.15)

where the incremental stress components χij\chi_{ij} are given by

χij=jiklηlk+p¯ηjipδji.\displaystyle\chi_{ij}=\mathcal{B}_{jikl}\eta_{lk}+\overline{p}\eta_{ji}-p^{*}\delta_{ji}. (2.16)

In the above expression, p¯\overline{p} and pp^{*} are the Lagrange multipliers associated with the deformation (2.1) and the incremental deformation, respectively, and ijkl\mathcal{B}_{ijkl} are the instantaneous elastic moduli given by [28]

iijj=λiλjWij,ijij=λiWiλjWjλi2λj2λi2,λiλj,ijji=ijijλiWi,ij,\displaystyle\begin{split}&\mathcal{B}_{iijj}=\lambda_{i}\lambda_{j}W_{ij},\\ &\mathcal{B}_{ijij}=\frac{\lambda_{i}W_{i}-\lambda_{j}W_{j}}{\lambda_{i}^{2}-\lambda_{j}^{2}}\lambda_{i}^{2},\quad\lambda_{i}\neq\lambda_{j},\\ &\mathcal{B}_{ijji}=\mathcal{B}_{ijij}-\lambda_{i}W_{i},\quad i\neq j,\end{split} (2.17)

where Wi=W/λiW_{i}=\partial W/\partial\lambda_{i}, Wij=2W/λiλjW_{ij}=\partial^{2}W/\partial\lambda_{i}\partial\lambda_{j}, etc.

The equilibrium equations (2.14) and (2.15) are to be solved in conjunction with the incompressibility condition

tr(𝜼)=ur+vz+ur=0\displaystyle\operatorname{tr}(\bm{\eta})=u_{r}+v_{z}+\frac{u}{r}=0 (2.18)

subject to the incremental boundary conditions

(𝝌𝒏P𝜼T𝒏)|r=a=0,𝝌𝒏|r=b=0,\displaystyle(\bm{\chi}\bm{n}-P\bm{\eta}^{T}\bm{n})|_{r=a}=0,\quad\bm{\chi}\bm{n}|_{r=b}=0, (2.19)

where 𝒏\bm{n} denotes the unit normal to the surface where each of the boundary conditions is imposed. Written out explicitly, the above boundary conditions become

vr+uz=0,r=a,b,\displaystyle v_{r}+u_{z}=0,\quad r=a,b, (2.20)
(33332233+λ3W3)ur+(11332233)urp=0,r=a,b.\displaystyle(\mathcal{B}_{3333}-\mathcal{B}_{2233}+\lambda_{3}W_{3})u_{r}+(\mathcal{B}_{1133}-\mathcal{B}_{2233})\frac{u}{r}-p^{*}=0,\quad r=a,b. (2.21)

To study the bifurcation of the primary deformation determined previously, we look for an eigensolution of the form

u(r,z)=f(r)eαz,v(r,z)=1αg(r)eαz,p(r,z)=h(r)eαz,\displaystyle u(r,z)=f(r)e^{\alpha z},\quad v(r,z)=\frac{1}{\alpha}g(r)e^{\alpha z},\quad p^{*}(r,z)=h(r)e^{\alpha z}, (2.22)

where α\alpha is a spectral parameter and the functions f,gf,g and hh are to be determined. On substituting these expressions into (2.14), (2.15) and (2.18)–(2.21), we obtain the differential equations

α2(2233+3223)f(r)+α21r(r(3223+p¯)+1122+3223)f(r)+3232g′′(r)+1r(3232+r3232)g(r)+α22222g(r)α2h(r)=0,\displaystyle\begin{split}&\alpha^{2}(\mathcal{B}_{2233}+\mathcal{B}_{3223})f^{\prime}(r)+\alpha^{2}\frac{1}{r}(r(\mathcal{B}_{3223}^{\prime}+\overline{p}^{\prime})+\mathcal{B}_{1122}+\mathcal{B}_{3223})f(r)\\ &+\mathcal{B}_{3232}g^{\prime\prime}(r)+\frac{1}{r}(\mathcal{B}_{3232}+r\mathcal{B}_{3232}^{\prime})g^{\prime}(r)+\alpha^{2}\mathcal{B}_{2222}g(r)-\alpha^{2}h(r)=0,\end{split} (2.23)
3333f′′(r)+1r(r(3333+p¯)+3333)f(r)+1r2(α2r22323+r11331111)f(r)+(2233+2332)g(r)+1r(r2233+22331122)g(r)h(r)=0,\displaystyle\begin{split}&\mathcal{B}_{3333}f^{\prime\prime}(r)+\frac{1}{r}(r(\mathcal{B}^{\prime}_{3333}+\overline{p}^{\prime})+\mathcal{B}_{3333})f^{\prime}(r)+\frac{1}{r^{2}}(\alpha^{2}r^{2}\mathcal{B}_{2323}+r\mathcal{B}_{1133}^{\prime}-\mathcal{B}_{1111})f(r)\\ &+(\mathcal{B}_{2233}+\mathcal{B}_{2332})g^{\prime}(r)+\frac{1}{r}(r\mathcal{B}_{2233}^{\prime}+\mathcal{B}_{2233}-\mathcal{B}_{1122})g(r)-h^{\prime}(r)=0,\end{split} (2.24)
f(r)+f(r)r+g(r)=0,\displaystyle f^{\prime}(r)+\frac{f(r)}{r}+g(r)=0, (2.25)

and the associated boundary conditions

α2f(r)+g(r)=0,r=a,b,\displaystyle\alpha^{2}f(r)+g^{\prime}(r)=0,\quad r=a,b, (2.26)
(33332233+λ3W3)f(r)+1r(11332233)f(r)h(r)=0,r=a,b.\displaystyle(\mathcal{B}_{3333}-\mathcal{B}_{2233}+\lambda_{3}W_{3})f^{\prime}(r)+\frac{1}{r}(\mathcal{B}_{1133}-\mathcal{B}_{2233})f(r)-h(r)=0,\ r=a,b. (2.27)

In the above equations, 3223=d3223/dr\mathcal{B}_{3223}^{\prime}=d\mathcal{B}_{3223}/dr, p¯=dp¯/dr\overline{p}^{\prime}=d\overline{p}/dr, etc. Solving the above eigenvalue problem using the numerical scheme detailed in [14] or [29], we may determine the relationship between λa\lambda_{a} and α2\alpha^{2}. For periodic buckling modes, we replace α\alpha by ik{\rm i}k with kk denoting the axial wavenumber. The bifurcation condition for such periodic buckling modes has been computed by Haughton & Ogden [29]. Here our attention will be focused on the condition when non-trivial solutions with an infinitesimal α\alpha may exist.

We thus assume that α\alpha is infinitesimal and write ε=α2\varepsilon=\alpha^{2}. We aim to determine the corresponding principal stretch λa\lambda_{a} for which such a small eigenvalue can exist (the other parameter λz\lambda_{z} is either fixed or determined by the condition that NN is fixed). Since ε\varepsilon is small, it is natural to look for a solution of the form

λa=λacr+ελ0+O(ε2).\lambda_{a}=\lambda_{a\text{cr}}+\varepsilon\lambda_{0}+O(\varepsilon^{2}). (2.28)

Once we have found this asymptotic expression, it is then clear that α0\alpha\to 0 as λaλacr\lambda_{a}\to\lambda_{a\text{cr}}. In other words, λacr\lambda_{a\text{cr}} is the value of λa\lambda_{a} at which zero becomes a triple eigenvalue and is therefore the critical value for localized bulging to take place [30, 31, 32].

Since the eigenvalue problem (LABEL:eq:g)–(2.27) contains a small parameter ε{\varepsilon}, it is appropriate to look for an asymptotic solution of the form

f(r)=εf(1)(r)+ε2f(2)(r)+,g(r)=εg(1)(r)+ε2g(2)(r)+,h(r)=εh(1)(r)+ε2h(2)(r)+,\displaystyle\begin{split}&f(r)=\varepsilon f^{(1)}(r)+{\varepsilon}^{2}f^{(2)}(r)+\cdots,\\ &g(r)=\varepsilon g^{(1)}(r)+{\varepsilon}^{2}g^{(2)}(r)+\cdots,\\ &h(r)=\varepsilon h^{(1)}(r)+{\varepsilon}^{2}h^{(2)}(r)+\cdots,\end{split} (2.29)

where the functions on the right-hand sides are to be determined at successive orders.

On substituting (2.29) into (LABEL:eq:g), (2.25), (2.26), and then equating the coefficients of ε\varepsilon, we obtain

1rddrr3232ddrg(1)=0,g(1)+1rddrrf(1)=0,\displaystyle\frac{1}{r}\frac{d}{dr}r\mathcal{B}_{3232}\frac{d}{dr}g^{(1)}=0,\quad g^{(1)}+\frac{1}{r}\frac{d}{dr}rf^{(1)}=0, (2.30)
ddrg(1)=0,r=a,b.\displaystyle\frac{d}{dr}g^{(1)}=0,\quad\ r=a,b. (2.31)

By straightforward integration, we find that

g(1)=2c1,f(1)=c1r+c2r,\displaystyle g^{(1)}=-2c_{1},\quad f^{(1)}=c_{1}r+\frac{c_{2}}{r}, (2.32)

where c1c_{1} and c2c_{2} are arbitrary constants.

The solution for h(1)(r)h^{(1)}(r) can be found by considering the coefficients of ε\varepsilon in the equilibrium equation (LABEL:eq:f) and the associated boundary conditions (2.27), which take the form

c1ω1(r)+c2ω2(r)ddrh(1)=0,\displaystyle c_{1}\omega_{1}(r)+c_{2}\omega_{2}(r)-\frac{d}{dr}h^{(1)}=0, (2.33)
c1D1(r)+c2D2(r)h(1)=0,r=a,b,\displaystyle c_{1}D_{1}(r)+c_{2}D_{2}(r)-h^{(1)}=0,\quad r=a,b, (2.34)

where the functions ω1(r)\omega_{1}(r), ω2(r)\omega_{2}(r), D1(r)D_{1}(r) and D2(r)D_{2}(r) are defined by

ω1(r)=1133+333322233+p¯+1r(21122+3333111122233),\displaystyle\omega_{1}(r)=\mathcal{B}^{\prime}_{1133}+\mathcal{B}^{\prime}_{3333}-2\mathcal{B}^{\prime}_{2233}+\bar{p}^{\prime}+\frac{1}{r}(2\mathcal{B}_{1122}+\mathcal{B}_{3333}-\mathcal{B}_{1111}-2\mathcal{B}_{2233}), (2.35)
ω2(r)=1r2(11333333p¯)+1r3(33331111),\displaystyle\omega_{2}(r)=\frac{1}{r^{2}}(\mathcal{B}^{\prime}_{1133}-\mathcal{B}^{\prime}_{3333}-\bar{p}^{\prime})+\frac{1}{r^{3}}(\mathcal{B}_{3333}-\mathcal{B}_{1111}), (2.36)
D1(r)=1133+333322233+λ3W3,\displaystyle D_{1}(r)=\mathcal{B}_{1133}+\mathcal{B}_{3333}-2\mathcal{B}_{2233}+\lambda_{3}W_{3}, (2.37)
D2(r)=1r2(11333333λ3W3).\displaystyle D_{2}(r)=\frac{1}{r^{2}}(\mathcal{B}_{1133}-\mathcal{B}_{3333}-\lambda_{3}W_{3}). (2.38)

Integrating (2.33) from r=ar=a to r=br=b and making use of the boundary condition (2.34), we obtain

m11c1+m12c2=0,\displaystyle m_{11}c_{1}+m_{12}c_{2}=0, (2.39)

where the coefficients m11m_{11} and m12m_{12} are given by

m11=abω1(r)𝑑r+D1(a)D1(b),\displaystyle m_{11}=\int_{a}^{b}\omega_{1}(r)\,dr+D_{1}(a)-D_{1}(b), (2.40)
m12=abω2(r)𝑑r+D2(a)D2(b).\displaystyle m_{12}=\int_{a}^{b}\omega_{2}(r)\,dr+D_{2}(a)-D_{2}(b). (2.41)

Alternatively, equation (2.39) can be obtained by integrating the equilibrium equation (2.15) from r=ar=a to r=br=b and making use of the boundary conditions (2.19), that is from

abχ32z𝑑r+abχ33χ11r𝑑rPur|r=a=0.\displaystyle\int_{a}^{b}\frac{\partial\chi_{32}}{\partial z}\,dr+\int_{a}^{b}\frac{\chi_{33}-\chi_{11}}{r}\,dr-Pu_{r}|_{r=a}=0. (2.42)

A second linear equation for c1c_{1} and c2c_{2} can be derived from overall equilibrium in the zz-direction:

abχ22r𝑑rPau|r=a=0.\displaystyle\int_{a}^{b}\chi_{22}r\,dr-Pau|_{r=a}=0. (2.43)

This equation follows from integration of the equilibrium equation (2.14) multiplied by rr from r=ar=a to r=br=b, followed by application of the boundary conditions (2.19) and the decaying conditions as z±z\to\pm\infty appropriate for a localized solution. Equating the coefficient of ε\varepsilon in the above equation then leads to

m21c1+m22c2=0,\displaystyle m_{21}c_{1}+m_{22}c_{2}=0, (2.44)

where the coefficients m21m_{21} and m22m_{22} are given by

m21=abθ1(r)r𝑑r12abω1(r)(b2r2)𝑑r12D1(a)(b2a2)a2P,\displaystyle m_{21}=\int_{a}^{b}\theta_{1}(r)r\,dr-\frac{1}{2}\int_{a}^{b}\omega_{1}(r)(b^{2}-r^{2})\,dr-\frac{1}{2}D_{1}(a)(b^{2}-a^{2})-a^{2}P, (2.45)
m22=abθ2(r)r𝑑r12abω2(r)(b2r2)𝑑r12D2(a)(b2a2)P,\displaystyle m_{22}=\int_{a}^{b}\theta_{2}(r)r\,dr-\frac{1}{2}\int_{a}^{b}\omega_{2}(r)(b^{2}-r^{2})\,dr-\frac{1}{2}D_{2}(a)(b^{2}-a^{2})-P, (2.46)

with θ1(r)\theta_{1}(r) and θ2(r)\theta_{2}(r) defined by

θ1(r)=1122+2233222222p¯,\displaystyle\theta_{1}(r)=\mathcal{B}_{1122}+\mathcal{B}_{2233}-2\mathcal{B}_{2222}-2\overline{p}, (2.47)
θ2(r)=1r2(11222233).\displaystyle\theta_{2}(r)=\frac{1}{r^{2}}(\mathcal{B}_{1122}-\mathcal{B}_{2233}). (2.48)

The existence of a nonzero solution to (2.39) and (2.44) requires that

Ω(λa,λz):=m11m22m12m21=0,\displaystyle\Omega(\lambda_{a},\lambda_{z}):=m_{11}m_{22}-m_{12}m_{21}=0, (2.49)

which is an equation that must be satisfied by λacr\lambda_{a\text{cr}}, and so is the bifurcation condition for localized bulging. We have verified numerically that (2.49) is equivalent to its counterpart in [14]. We note that equations (2.39) and (2.44) are both obtained at leading order due to the use of two integrals of the incremental equilibrium equations, whereas their counterparts in [14] were obtained at a higher order.

2.3 Equivalence between the bifurcation condition and J(P,N)=0J(P,N)=0

Although the bifurcation condition (2.49) is simpler than its counterpart in [14], it is still too complicated to give a direct analytical proof of its equivalence to J(P,N)=0J(P,N)=0, where J(P,N)J(P,N) denotes the Jacobian of PP and NN with each of them viewed as a function of λa\lambda_{a} and λz\lambda_{z} (see (2.10) and (2.11)). Previously, this equivalence was only shown numerically by verifying that the contour plots of Ω(λa,λz)=0\Omega(\lambda_{a},\lambda_{z})=0 and J(P,N)=0J(P,N)=0 in the (λa,λz)(\lambda_{a},\lambda_{z})-plane always coincide. We now establish this equivalence analytically.

We first note that with the use of (2.29) and (2.32), the solution (2.22) takes the form

u(r,z)=α2(c1r+c2r+O(α2))eαz,\displaystyle u(r,z)=\alpha^{2}(c_{1}r+\frac{c_{2}}{r}+O(\alpha^{2}))e^{\alpha z}, (2.50)
v(r,z)=α(2c1+O(α2))eαz.\displaystyle v(r,z)=\alpha(-2c_{1}+O(\alpha^{2}))e^{\alpha z}. (2.51)

Thus, to order α2\alpha^{2} we have

u(r,z)=α2(c1r+c2r),v(r,z)=2αc12α2c1z.\displaystyle u(r,z)=\alpha^{2}(c_{1}r+\frac{c_{2}}{r}),\quad v(r,z)=-2\alpha c_{1}-2\alpha^{2}c_{1}z. (2.52)

Consequently, the coordinates of a representative point in the perturbed configuration are given by

r~=r+α2(c1r+c2r),z~=z2α2c1z2αc1.\displaystyle\tilde{r}=r+\alpha^{2}(c_{1}r+\frac{c_{2}}{r}),\quad\tilde{z}=z-2\alpha^{2}c_{1}z-2\alpha c_{1}. (2.53)

To interpret these two expressions, we view the rr and zz given by (2.1) as functions of λa\lambda_{a} and λz\lambda_{z} and differentiate them to obtain

dr=rλadλa+rλzdλz=A2λardλar2A2λa22rλzdλz,\displaystyle dr=\frac{\partial r}{\partial\lambda_{a}}d\lambda_{a}+\frac{\partial r}{\partial\lambda_{z}}d\lambda_{z}=\frac{A^{2}\lambda_{a}}{r}d\lambda_{a}-\frac{r^{2}-A^{2}\lambda_{a}^{2}}{2r\lambda_{z}}d\lambda_{z}, (2.54)
dz=λz1zdλz,\displaystyle dz=\lambda_{z}^{-1}zd\lambda_{z}, (2.55)

where drdr denotes the differential of rr etc. It can then be verified that equation (2.53) may be rewritten as r~=r+dr\tilde{r}=r+dr, z~=z+dz2αc1\tilde{z}=z+dz-2\alpha c_{1} provided

dλa=α2(c1λa+c2λaA2),dλz=2α2λzc1.\displaystyle d\lambda_{a}=\alpha^{2}(c_{1}\lambda_{a}+\frac{c_{2}}{\lambda_{a}A^{2}}),\quad d\lambda_{z}=-2\alpha^{2}\lambda_{z}c_{1}. (2.56)

Thus, the perturbed configuration given by (2.53) is due to a constant perturbation in λa\lambda_{a} and λz\lambda_{z}. In other words, the solution (2.52) corresponds to a perturbation that takes the hyperelastic tube from one uniformly inflated configuration to another uniformly inflated configuration, plus a rigid body displacement in the axial direction (represented by the term 2αc1-2\alpha c_{1}). Note that higher order terms are not relevant to the bifurcation condition since as pointed earlier the latter was derived at leading order. Therefore, the bifurcation condition for localized bulging is simply the condition for an adjacent uniformly inflated configuration to exist.

Let us denote by P(λa,λz)P^{*}(\lambda_{a},\lambda_{z}) and N(λa,λz)N^{*}(\lambda_{a},\lambda_{z}) the two functions resulting from viewing PP and NN as functions of λa\lambda_{a} and λz\lambda_{z} (i.e., the right-hand sides of (2.10) and (2.11)). Then uniformly inflated configurations are characterized by the following two equations

P(λa,λz)=P,N(λa,λz)=N.\displaystyle P^{*}(\lambda_{a},\lambda_{z})=P,\quad N^{*}(\lambda_{a},\lambda_{z})=N. (2.57)

As argued above, the bifurcation occurs when locally the above relation cannot be inverted uniquely. By the implicit function theorem, this implies that the Jacobian determinant of the functions PP^{*} and NN^{*} is zero at the bifurcation point. We note that P(λa,λz)P^{*}(\lambda_{a},\lambda_{z}) and N(λa,λz)N^{*}(\lambda_{a},\lambda_{z}) represent the functional dependence of PP and NN on λa\lambda_{a} and λz\lambda_{z}, respectively. Hence the bifurcation condition for localized bulging is equivalent to the vanishing of the Jacobian of PP and NN with them viewed as functions of λa\lambda_{a} and λz\lambda_{z}.

By carefully analyzing the linearized forms of (2.57) and connecting them with equations (2.42) and (2.43), one can establish the equality

Ω(λa,λz)=λzπλaA2(PλaNλzPλzNλa),\displaystyle\Omega(\lambda_{a},\lambda_{z})=-\frac{\lambda_{z}}{\pi\lambda_{a}A^{2}}\Big{(}\frac{\partial P^{*}}{\partial\lambda_{a}}\frac{\partial N^{*}}{\partial\lambda_{z}}-\frac{\partial P^{*}}{\partial\lambda_{z}}\frac{\partial N^{*}}{\partial\lambda_{a}}\Big{)}, (2.58)

which proves the equivalence between the bifurcation condition and J(P,N)=0J(P,N)=0 explicitly in view of (2.49). For interested readers, we present the proof of equality (2.58) in Appendix A.

3 Axisymmetric necking in a hyperelastic sheet under equibiaxial stretching

In this section, we address the bifurcation condition for axisymmetric necking in a hyperelastic sheet under equibiaxial stretching. Unlike the problem studied in the previous section, the governing equations in this problem have variable coefficients and thus do not enjoy translational invariance in the direction of localization. It turns out that the bifurcation condition no longer corresponds to the vanishing of a Jacobian determinant.

3.1 Homogeneous solution corresponding to equibiaxial tension

We consider a sufficiently large circular incompressible hyperelastic sheet that is subject to an equibiaxial tension in its plane. The thicknesses of the sheet in the undeformed and deformed configurations are denoted by 2H2H and 2h2h, respectively. The equibiaxial deformation is described by

r=λR,θ=Θ,z=λ2Z,\displaystyle r=\lambda R,\quad\theta=\Theta,\quad z=\lambda^{-2}Z, (3.1)

where (R,Θ,Z)(R,\Theta,Z) and (r,θ,z)(r,\theta,z) are the cylindrical polar coordinates in the undeformed and deformed configurations, respectively, and λ\lambda is the constant stretch in the plane. It follows that the three principal stretches are given by

λ1=λ3=λ,λ2=λ2,\displaystyle\lambda_{1}=\lambda_{3}=\lambda,\quad\lambda_{2}=\lambda^{-2}, (3.2)

where 11, 22, 33 still correspond to the θ\theta-, zz- and rr-directions, respectively.

In terms of the strain energy function W(λ1,λ2,λ3)W(\lambda_{1},\lambda_{2},\lambda_{3}), the non-zero nominal stress components are given by

Sii=Wλip¯λi1,i=1,2,3,\displaystyle S_{ii}=\frac{\partial W}{\partial\lambda_{i}}-\overline{p}\lambda_{i}^{-1},\quad i=1,2,3, (3.3)

where p¯\overline{p} is the Lagrange multiplier enforcing the incompressibility constraint. The top and bottom surfaces of the sheet are assumed to be traction-free, thus S22=0S_{22}=0. Eliminating p¯\overline{p} using this condition yields

S11(λ1,λ3)=wλ1(λ1,λ3),S33(λ1,λ3)=wλ3(λ1,λ3),\displaystyle S_{11}(\lambda_{1},\lambda_{3})=\frac{\partial w}{\partial\lambda_{1}}(\lambda_{1},\lambda_{3}),\quad S_{33}(\lambda_{1},\lambda_{3})=\frac{\partial w}{\partial\lambda_{3}}(\lambda_{1},\lambda_{3}), (3.4)

where w(λ1,λ3)=W(λ1,λ11λ31,λ3)w(\lambda_{1},\lambda_{3})=W(\lambda_{1},\lambda_{1}^{-1}\lambda_{3}^{-1},\lambda_{3}) is the reduced strain energy function. For the homogeneous solution, we have 2S33=dw(λ,λ)/dλ2S_{33}=dw(\lambda,\lambda)/d\lambda, which allows one to determine the stretch once the traction at the circular edge is specified.

3.2 Bifurcation condition for axisymmetric necking

In a similar fashion to Section 2, the bifurcation condition for axisymmetric necking can be obtained by solving an eigenvalue problem. As in that section, we superpose an axisymmetric perturbation of the form δ𝒙=u(r,z)𝒆r+v(r,z)𝒆z\delta\bm{x}=u(r,z)\bm{e}_{r}+v(r,z)\bm{e}_{z} to the homogeneous configuration. The linearized incremental governing equations can be written as

χ22z+χ23r+χ23r=0,\displaystyle\frac{\partial\chi_{22}}{\partial z}+\frac{\partial\chi_{23}}{\partial r}+\frac{\chi_{23}}{r}=0, (3.5)
χ33r+χ32z+χ33χ11r=0,\displaystyle\frac{\partial\chi_{33}}{\partial r}+\frac{\partial\chi_{32}}{\partial z}+\frac{\chi_{33}-\chi_{11}}{r}=0, (3.6)
η11+η22+η33=0,\displaystyle\eta_{11}+\eta_{22}+\eta_{33}=0, (3.7)
χ22=0,χ32=0,z=±h,\displaystyle\chi_{22}=0,\quad\chi_{32}=0,\quad z=\pm h, (3.8)

where the incremental deformation gradient 𝜼\bm{\eta} and stress tensor 𝝌\bm{\chi} have been defined in (2.13) and (2.16), respectively.

We look for an eigensolution of the form

u(r,z)=1αf(z)I1(αr),v(r,z)=g(z)I0(αr),p(r,z)=p(z)I0(αr),\displaystyle u(r,z)=\frac{1}{\alpha}f(z)I_{1}(\alpha r),\quad v(r,z)=g(z)I_{0}(\alpha r),\quad p^{*}(r,z)=p(z)I_{0}(\alpha r), (3.9)

where α\alpha plays the role of the spectral parameter, In(x)I_{n}(x), n=0,1,n=0,1,\dots denote the modified Bessel functions of the first kind that obey the identities

In+1(x)=In1(x)2nxIn(x),In(x)=12(In1(x)+In+1(x)),\displaystyle I_{n+1}(x)=I_{n-1}(x)-\frac{2n}{x}I_{n}(x),\quad I^{\prime}_{n}(x)=\frac{1}{2}(I_{n-1}(x)+I_{n+1}(x)), (3.10)

and the functions ff, gg and pp are to be determined. On substituting this solution into (3.5)–(3.8) and using (3.10) to simplify the results, we obtain the differential equations

(1122+3223)f(z)+2222g′′(z)+α23232g(z)p(z)=0,\displaystyle(\mathcal{B}_{1122}+\mathcal{B}_{3223})f^{\prime}(z)+\mathcal{B}_{2222}g^{\prime\prime}(z)+\alpha^{2}\mathcal{B}_{3232}g(z)-p^{\prime}(z)=0, (3.11)
2323f′′(z)+α21111f(z)+α2(1122+2332)g(z)α2p(z)=0,\displaystyle\mathcal{B}_{2323}f^{\prime\prime}(z)+\alpha^{2}\mathcal{B}_{1111}f(z)+\alpha^{2}(\mathcal{B}_{1122}+\mathcal{B}_{2332})g^{\prime}(z)-\alpha^{2}p(z)=0, (3.12)
f(z)+g(z)=0,\displaystyle f(z)+g^{\prime}(z)=0, (3.13)

and the associated boundary conditions

1122f(z)+(2222+λ2W2)g(z)p(z)=0,z=±h,\displaystyle\mathcal{B}_{1122}f(z)+(\mathcal{B}_{2222}+\lambda_{2}W_{2})g^{\prime}(z)-p(z)=0,\quad z=\pm h, (3.14)
f(z)+α2g(z)=0,z=±h.\displaystyle f^{\prime}(z)+\alpha^{2}g(z)=0,\quad z=\pm h. (3.15)

We assume that the bifurcation condition for axisymmetric necking still corresponds to when a non-trivial solution with an infinitesimal α\alpha exist. To find this condition, we let ε=α2\varepsilon=\alpha^{2} and look for an asymptotic solution of the form

f(z)=εf(1)(z)+ε2f(2)(z)+,g(z)=εg(1)(z)+ε2g(2)(z)+,p(z)=εp(1)(z)+ε2p(2)(z)+.\displaystyle\begin{split}&f(z)=\varepsilon f^{(1)}(z)+{\varepsilon}^{2}f^{(2)}(z)+\cdots,\\ &g(z)=\varepsilon g^{(1)}(z)+{\varepsilon}^{2}g^{(2)}(z)+\cdots,\\ &p(z)=\varepsilon p^{(1)}(z)+{\varepsilon}^{2}p^{(2)}(z)+\cdots.\end{split} (3.16)

On substituting (3.16) into (3.11)–(3.15)\eqref{eq:add5} and equating the coefficient of ε\varepsilon, we obtain a boundary value problem satisfied by f(1)f^{(1)}, g(1)g^{(1)} and p(1)p^{(1)} whose solution is given by

f(1)=A,g(1)=Az+B,p(1)=A(11222222λ2W2),\displaystyle f^{(1)}=A,\quad g^{(1)}=-Az+B,\quad p^{(1)}=A(\mathcal{B}_{1122}-\mathcal{B}_{2222}-\lambda_{2}W_{2}), (3.17)

where AA and BB are arbitrary constants.

By integrating rr times the equilibrium equation (3.6) across the thickness and making use of the boundary conditions (3.8), we obtain

rdχ~33dr+χ~33χ~11=0,\displaystyle r\frac{d\tilde{\chi}_{33}}{dr}+\tilde{\chi}_{33}-\tilde{\chi}_{11}=0, (3.18)

where the stress resultants χ~11\tilde{\chi}_{11} and χ~33\tilde{\chi}_{33} are defined by

χ~11=hhχ11𝑑z,χ~33=hhχ33𝑑z.\displaystyle\tilde{\chi}_{11}=\int_{-h}^{h}\chi_{11}\,dz,\quad\tilde{\chi}_{33}=\int_{-h}^{h}\chi_{33}\,dz. (3.19)

Substituting (3.17) into (3.18), we obtain

rdχ~33dr+χ~33χ~11=(ε(1111+222221122+2λ2W2)A+O(ε2))2hαrI1(αr)=ε2(1111+222221122+2λ2W2)hr2A+O(ε3)=0,\displaystyle\begin{split}r\frac{d\tilde{\chi}_{33}}{dr}+\tilde{\chi}_{33}-\tilde{\chi}_{11}&=(\varepsilon(\mathcal{B}_{1111}+\mathcal{B}_{2222}-2\mathcal{B}_{1122}+2\lambda_{2}W_{2})A+O(\varepsilon^{2}))2h\alpha rI_{1}(\alpha r)\\ &=\varepsilon^{2}(\mathcal{B}_{1111}+\mathcal{B}_{2222}-2\mathcal{B}_{1122}+2\lambda_{2}W_{2})hr^{2}A+O(\varepsilon^{3})=0,\end{split} (3.20)

which must hold for arbitrary ε\varepsilon. It follows that the bifurcation condition for axisymmetric necking is [27]

1111+222221122+2λ2W2=0.\displaystyle\mathcal{B}_{1111}+\mathcal{B}_{2222}-2\mathcal{B}_{1122}+2\lambda_{2}W_{2}=0. (3.21)

We remark that the leading order term on the right-hand side of (3.20) is of order ε2\varepsilon^{2} and the bifurcation condition is obtained by setting this ε2\varepsilon^{2} term to zero. This is in contrast with the situation in the previous problem where the bifurcation equation was obtained by equating an O(ε)O(\varepsilon) term to zero.

3.3 Equivalence between the bifurcation condition and S33/λ3=0\partial S_{33}/\partial\lambda_{3}=0

In view of (3.13) and (3.17), the perturbation solution is of the form

u(r,z)=α(A+α2C(z)+O(α4))I1(αr),\displaystyle u(r,z)=\alpha(A+\alpha^{2}C^{\prime}(z)+O(\alpha^{4}))I_{1}(\alpha r), (3.22)
v(r,z)=α2(Az+Bα2C(z)+O(α4))I0(αr),\displaystyle v(r,z)=\alpha^{2}(-Az+B-\alpha^{2}C(z)+O(\alpha^{4}))I_{0}(\alpha r), (3.23)

where C(z)=g(2)(z)C(z)=-g^{(2)}(z). Note that we cannot obtain the bifurcation condition by expanding I0(αr)I_{0}(\alpha r) and I1(αr)I_{1}(\alpha r) in terms of α\alpha and then considering the leading order (i.e., O(α2)O(\alpha^{2})) terms of u(r,z)u(r,z) and v(r,z)v(r,z) as in Subsection 2.3, since now the bifurcation condition is obtained at O(α4)O(\alpha^{4}). To order α4\alpha^{4}, we have

u=12α2Ar+116α4Ar3+12α4rC(z),\displaystyle u=\frac{1}{2}\alpha^{2}Ar+\frac{1}{16}\alpha^{4}Ar^{3}+\frac{1}{2}\alpha^{4}rC^{\prime}(z), (3.24)
v=α2(Az+B)+14α4(Az+B)r2α4C(z).\displaystyle v=\alpha^{2}(-Az+B)+\frac{1}{4}\alpha^{4}(-Az+B)r^{2}-\alpha^{4}C(z). (3.25)

Accordingly, the non-zero components of the incremental deformation gradient to order α4\alpha^{4} are

η11=12α2A+116α4Ar2+12α4C(z),η22=α2A14α4Ar2α4C(z),η23=12α4(Az+B)r,η32=12α4rC′′(z),η33=12α2A+316α4Ar2+12α4C(z).\displaystyle\begin{split}&\eta_{11}=\frac{1}{2}\alpha^{2}A+\frac{1}{16}\alpha^{4}Ar^{2}+\frac{1}{2}\alpha^{4}C^{\prime}(z),\\ &\eta_{22}=-\alpha^{2}A-\frac{1}{4}\alpha^{4}Ar^{2}-\alpha^{4}C^{\prime}(z),\\ &\eta_{23}=\frac{1}{2}\alpha^{4}(-Az+B)r,\\ &\eta_{32}=\frac{1}{2}\alpha^{4}rC^{\prime\prime}(z),\\ &\eta_{33}=\frac{1}{2}\alpha^{2}A+\frac{3}{16}\alpha^{4}Ar^{2}+\frac{1}{2}\alpha^{4}C^{\prime}(z).\end{split} (3.26)

Let 𝑭\bm{F} denote the deformation gradient related to the perturbed deformation. It follows from the chain rule that

𝑭=(λ(1+η11)000λ2(1+η22)λη230λ2η32λ(1+η33)).\displaystyle\bm{F}=\begin{pmatrix}\lambda(1+\eta_{11})&0&0\\ 0&\lambda^{-2}(1+\eta_{22})&\lambda\eta_{23}\\ 0&\lambda^{-2}\eta_{32}&\lambda(1+\eta_{33})\end{pmatrix}. (3.27)

The corresponding principal stretches are then given by

λ~1=λ(1+η11),λ~2=λ2(1+η22)+O(α8),λ~3=λ(1+η33)+O(α8).\displaystyle\tilde{\lambda}_{1}=\lambda(1+\eta_{11}),\quad\tilde{\lambda}_{2}=\lambda^{-2}(1+\eta_{22})+O(\alpha^{8}),\quad\tilde{\lambda}_{3}=\lambda(1+\eta_{33})+O(\alpha^{8}). (3.28)

Thus even to order α4\alpha^{4}, the θ\theta-, zz- and rr-directions are still principal directions, and the constitutive relation (3.4) still holds for the perturbed configuration. We note, however, that the deformation is homogeneous (an equibiaxial extension) to order α2\alpha^{2}, but is non-homogeneous when expanded to order α4\alpha^{4}.

From the definition of the stress tensor 𝝌\bm{\chi}, it is not hard to see that (3.18) corresponds to the linearized form of

RdS~33dR+S~33S~11=0,\displaystyle R\frac{d\tilde{S}_{33}}{dR}+\tilde{S}_{33}-\tilde{S}_{11}=0, (3.29)

where S~11\tilde{S}_{11} and S~33\tilde{S}_{33} are defined by

S~11=HHS11𝑑Z,S~33=HHS33𝑑Z.\displaystyle\tilde{S}_{11}=\int_{-H}^{H}S_{11}\,dZ,\quad\tilde{S}_{33}=\int_{-H}^{H}S_{33}\,dZ. (3.30)

With the use of (3.26) and (3.28), we may expand S11S_{11} as

S11=S11|λ1=λ3=λ+S11λ1λη11+S11λ3λη33+122S11λ12(λη11)2+2S11λ1λ3λ2η11η33+122S11λ32(λη33)2+,\displaystyle\begin{split}S_{11}=&S_{11}|_{\lambda_{1}=\lambda_{3}=\lambda}+\frac{\partial S_{11}}{\partial\lambda_{1}}\lambda\eta_{11}+\frac{\partial S_{11}}{\partial\lambda_{3}}\lambda\eta_{33}+\frac{1}{2}\frac{\partial^{2}S_{11}}{\partial\lambda_{1}^{2}}(\lambda\eta_{11})^{2}\\ &+\frac{\partial^{2}S_{11}}{\partial\lambda_{1}\lambda_{3}}\lambda^{2}\eta_{11}\eta_{33}+\frac{1}{2}\frac{\partial^{2}S_{11}}{\partial\lambda_{3}^{2}}(\lambda\eta_{33})^{2}+\cdots,\end{split} (3.31)

where all the partial derivatives are evaluated at λ1=λ3=λ\lambda_{1}=\lambda_{3}=\lambda. A similar expression for S33S_{33} can be written. On integrating these two expressions from Z=HZ=-H to Z=HZ=H and then substituting the resulting expressions into (3.29), we find

S33λ3λAHr2α4+O(α6)=0.\displaystyle\frac{\partial S_{33}}{\partial\lambda_{3}}\lambda AHr^{2}\alpha^{4}+O(\alpha^{6})=0. (3.32)

We observe that the leading order term on the left-hand side is of order α4\alpha^{4} and is due to the rr-dependent terms in η11\eta_{11} and η33\eta_{33}. Therefore, the bifurcation condition for axisymmetric necking can be expressed in the simple form

S33λ3=0.\displaystyle\frac{\partial S_{33}}{\partial\lambda_{3}}=0. (3.33)

Note that it also follows from the definition of 𝝌\bm{\chi} that (3.18) differs from the linearized form of (3.29) by a factor of λhH\lambda\frac{h}{H}. A comparison of (3.20) and (3.32) yields

λ2S33λ3=1111+222221122+2λ2W2.\displaystyle\lambda^{2}\frac{\partial S_{33}}{\partial\lambda_{3}}=\mathcal{B}_{1111}+\mathcal{B}_{2222}-2\mathcal{B}_{1122}+2\lambda_{2}W_{2}. (3.34)

This connection was derived in [27] by expressing both sides in terms of derivatives of the strain energy function, whereas here it is derived without using these expressions explicitly.

Equation (3.29) represents equilibrium in the rr-direction of an infinitesimal annular sector. It is obvious that any homogeneous solution in the form of equibiaxial extension would always satisfy this equation. According to the above analysis, the bifurcation condition for axisymmetric necking corresponds to when this equilibrium equation admits a non-homogeneous solution. This explains why the bifurcation condition for necking is not given by a Jacobian determinant equal to zero.

4 Conclusion

It was shown numerically in [14] that the bifurcation condition for localized bulging of an inflated rubber tube is equivalent to J(P,N)=0J(P,N)=0 with J(P,N)J(P,N) denoting the Jacobian determinant of the internal pressure PP and resultant axial force NN which are viewed as functions of two deformation parameters λa\lambda_{a} and λz\lambda_{z}. In this paper, we derived this equivalence analytically by employing two integrals of the equilibrium equations together with the observation that the bifurcation condition is the solvability condition for a non-trivial uniform perturbation to exist. The same strategy is applied to the axisymmetric necking of a stretched elastic plate for which it has recently been shown that the bifurcation condition is not given by a Jacobian determinant equal to zero although the perturbation still represents a homogeneous equibiaxial extension to leading order. We give an explanation for the latter fact by deriving the bifurcation condition analytically, and showing that it is the condition for an infinitesimal sectorial element to admit an adjacent non-homogeneous solution. We emphasize that, contrary to the common belief, a homogeneous perturbation does not necessarily imply that the bifurcation condition corresponds to the vanishing of some Jacobian determinant, as shown in the problem of axisymmetric necking. The bifurcation condition should be derived by carefully analyzing the incremental equations for the homogeneous perturbation and connecting them with the equilibrium equations of the primary deformation; the latter step usually leads to a simple form of the bifurcation condition. We believe that this method can be applied in other similar localization problems such as elasto-capillary necking/bulging in soft cylinders [24] or tubes [25, 26], necking in solid cylinders under axial stretching [33]. It is also expected that the current methodology can be used to significantly simplify the weakly nonlinear analysis that determines the localized solutions explicitly.

Acknowledgments

This work was supported by the National Natural Science Foundation of China (Grant No. 12072224).

Appendix A Proof of equality (2.58)

To prove (2.58), we start by analyzing the linearized forms of (2.57). Assuming that the perturbed configuration is also uniform, we show below that the linearized forms of the following two equations

P(λa,λz)+P=0,\displaystyle-P^{*}(\lambda_{a},\lambda_{z})+P=0, (A.1)
12b2(P(λa,λz)P)+12π(N(λa,λz)N)=0\displaystyle\frac{1}{2}b^{2}(P^{*}(\lambda_{a},\lambda_{z})-P)+\frac{1}{2\pi}(N^{*}(\lambda_{a},\lambda_{z})-N)=0 (A.2)

agree with (2.42) and (2.43).

Let us denote by 𝝈¯\overline{\bm{\sigma}} and 𝝈\bm{\sigma} the Cauchy stresses associated with the uniformly inflated configuration and perturbed configuration, respectively. Then it follows from the definition of the incremental stress tensor 𝝌\bm{\chi} that

𝝈=(𝑰+𝜼)(𝝈¯+𝝌).\displaystyle\bm{\sigma}=(\bm{I}+\bm{\eta})(\overline{\bm{\sigma}}+\bm{\chi}). (A.3)

Note that the incremental deformation gradient 𝜼\bm{\eta} is diagonal since the perturbed configuration is uniform.

Specifying (A.1) to the perturbed configuration, we see from the definition of PP^{*} that the resulted equation takes the form

a~b~σ33σ11r~𝑑r~+P=0.\displaystyle\int_{\tilde{a}}^{\tilde{b}}\frac{\sigma_{33}-\sigma_{11}}{\tilde{r}}\,d\tilde{r}+P=0. (A.4)

where r~=r+u\tilde{r}=r+u denotes the radius of the tube after perturbation, and a~=r~(A)\tilde{a}=\tilde{r}(A) and b~=r~(B)\tilde{b}=\tilde{r}(B). Substituting (A.3) into (A.4) and making a change of variables (integration by substitution) by applying the incompressibility equality

λ~z(r~2a~2)=λz(r2a2),\displaystyle\tilde{\lambda}_{z}(\tilde{r}^{2}-\tilde{a}^{2})=\lambda_{z}(r^{2}-a^{2}), (A.5)

where λ~z\tilde{\lambda}_{z} is the axial stretch of the tube in the perturbed configuration, we obtain

ab(1+η33)(σ¯33+χ33)(1+η11)(σ¯11+χ11)rλzr2λ~zr~2𝑑r+P=0.\displaystyle\int_{a}^{b}\frac{(1+\eta_{33})(\overline{\sigma}_{33}+\chi_{33})-(1+\eta_{11})(\overline{\sigma}_{11}+\chi_{11})}{r}\frac{\lambda_{z}r^{2}}{\tilde{\lambda}_{z}\tilde{r}^{2}}\,dr+P=0. (A.6)

When expanded to linear order, we have

λzr2λ~zr~2=12r~rrλ~zλzλz=12η11η22=1η11+η33,\displaystyle\frac{\lambda_{z}r^{2}}{\tilde{\lambda}_{z}\tilde{r}^{2}}=1-2\frac{\tilde{r}-r}{r}-\frac{\tilde{\lambda}_{z}-\lambda_{z}}{\lambda_{z}}=1-2\eta_{11}-\eta_{22}=1-\eta_{11}+\eta_{33}, (A.7)

where we have used incompressibility constraint η11+η22+η33=0\eta_{11}+\eta_{22}+\eta_{33}=0. Thus by ignoring nonlinear terms, one can simplify (A.6) as

abχ33χ11r𝑑r+ab(σ¯33η33η11r+σ¯33σ¯11rη33)𝑑r=0.\displaystyle\int_{a}^{b}\frac{\chi_{33}-\chi_{11}}{r}\,dr+\int_{a}^{b}(\overline{\sigma}_{33}\frac{\eta_{33}-\eta_{11}}{r}+\frac{\overline{\sigma}_{33}-\overline{\sigma}_{11}}{r}\eta_{33})\,dr=0. (A.8)

The radial equilibrium for the unperturbed deformation implies that

dσ¯33dr+σ¯33σ¯11r=0.\displaystyle\frac{d\overline{\sigma}_{33}}{dr}+\frac{\overline{\sigma}_{33}-\overline{\sigma}_{11}}{r}=0. (A.9)

Using integration by parts, one can write the second integral in (A.8) as

ab(σ¯33η33η11r+σ¯33σ¯11rη33)𝑑r=ab(σ¯33η33η11rdσ¯33drη33)𝑑r=σ¯33η33|r=ar=b+abσ¯33(η33η11r+dη33dr)𝑑r=Pur|r=a+abσ¯33(η33η11r+dη33dr)𝑑r,\displaystyle\begin{split}\int_{a}^{b}(\overline{\sigma}_{33}\frac{\eta_{33}-\eta_{11}}{r}+\frac{\overline{\sigma}_{33}-\overline{\sigma}_{11}}{r}\eta_{33})\,dr&=\int_{a}^{b}(\overline{\sigma}_{33}\frac{\eta_{33}-\eta_{11}}{r}-\frac{d\overline{\sigma}_{33}}{dr}\eta_{33})\,dr\\ &=-\overline{\sigma}_{33}\eta_{33}|_{r=a}^{r=b}+\int_{a}^{b}\overline{\sigma}_{33}(\frac{\eta_{33}-\eta_{11}}{r}+\frac{d\eta_{33}}{dr})\,dr\\ &=-Pu_{r}|_{r=a}+\int_{a}^{b}\overline{\sigma}_{33}(\frac{\eta_{33}-\eta_{11}}{r}+\frac{d\eta_{33}}{dr})\,dr,\end{split} (A.10)

where use has been made of the boundary conditions σ¯33|r=a=P\overline{\sigma}_{33}|_{r=a}=-P and σ¯33|r=b=0\overline{\sigma}_{33}|_{r=b}=0. In view of incompressibility constraint and the fact that η22\eta_{22} is constant since the perturbed configuration is uniform, we deduce that

η33η11r+dη33dr=η33η11rdη11dr=uru/rrddr(ur)=0.\displaystyle\begin{split}\frac{\eta_{33}-\eta_{11}}{r}+\frac{d\eta_{33}}{dr}&=\frac{\eta_{33}-\eta_{11}}{r}-\frac{d\eta_{11}}{dr}=\frac{u_{r}-u/r}{r}-\frac{d}{dr}(\frac{u}{r})=0.\end{split} (A.11)

Putting these together, we see that the linearized form of (A.1) can be written as

abχ33χ11r𝑑rPur|r=a=0,\displaystyle\int_{a}^{b}\frac{\chi_{33}-\chi_{11}}{r}\,dr-Pu_{r}|_{r=a}=0, (A.12)

which agrees with (2.42) (note that χ32=0\chi_{32}=0 for uniform inflations).

Equation (A.2) applied to the perturbed configuration can be written as

a~b~σ22r~𝑑r~12a~2PN2π=0.\displaystyle\int_{\tilde{a}}^{\tilde{b}}\sigma_{22}\tilde{r}\,d\tilde{r}-\frac{1}{2}\tilde{a}^{2}P-\frac{N}{2\pi}=0. (A.13)

Using (A.3) and (A.5), we can rewrite the above equation as

ab(σ¯22+χ22)r𝑑r12a~2PN2π=0.\displaystyle\int_{a}^{b}(\overline{\sigma}_{22}+\chi_{22})r\,dr-\frac{1}{2}\tilde{a}^{2}P-\frac{N}{2\pi}=0. (A.14)

Its linearized form is

abχ22r𝑑rPau|r=a=0,\displaystyle\int_{a}^{b}\chi_{22}r\,dr-Pau|_{r=a}=0, (A.15)

which is the same as (2.43).

Now let λ~a\tilde{\lambda}_{a} and λ~z\tilde{\lambda}_{z} be the two principal stretches of the perturbed configuration, thus

λ~a=λa+dλa=λa+α2(c1λa+c2λaA2),\displaystyle\tilde{\lambda}_{a}=\lambda_{a}+d\lambda_{a}=\lambda_{a}+\alpha^{2}(c_{1}\lambda_{a}+\frac{c_{2}}{\lambda_{a}A^{2}}), (A.16)
λ~z=λz+dλz=λz2α2λzc1.\displaystyle\tilde{\lambda}_{z}=\lambda_{z}+d\lambda_{z}=\lambda_{z}-2\alpha^{2}\lambda_{z}c_{1}. (A.17)

Then equation (A.1) applied to the unperturbed and perturbed configurations takes the form P(λa,λz)+P=0-P^{*}(\lambda_{a},\lambda_{z})+P=0 and P(λ~a,λ~z)+P=0-P^{*}(\tilde{\lambda}_{a},\tilde{\lambda}_{z})+P=0, respectively. Subtraction of these two equalities yields

P(λ~a,λ~z)+P(λa,λz)=0.\displaystyle-P^{*}(\tilde{\lambda}_{a},\tilde{\lambda}_{z})+P^{*}(\lambda_{a},\lambda_{z})=0. (A.18)

In a similar way, we can deduce from (A.2) that

12b~2(P(λ~a,λ~z)P(λa,λz))+12π(N(λ~a,λ~z)N(λa,λz))=0,\displaystyle\frac{1}{2}\tilde{b}^{2}(P^{*}(\tilde{\lambda}_{a},\tilde{\lambda}_{z})-P^{*}(\lambda_{a},\lambda_{z}))+\frac{1}{2\pi}(N^{*}(\tilde{\lambda}_{a},\tilde{\lambda}_{z})-N^{*}(\lambda_{a},\lambda_{z}))=0, (A.19)

where b~=r~(B)\tilde{b}=\tilde{r}(B) is the outer radius of the tube after perturbation. Linearizing the above two equations at (λa,λz)(\lambda_{a},\lambda_{z}) followed by the use of (A.16) and (A.17), we obtain

(2λzPλzλaPλa)c11λaA2Pλac2=0,\displaystyle(2\lambda_{z}\frac{\partial P^{*}}{\partial\lambda_{z}}-\lambda_{a}\frac{\partial P^{*}}{\partial\lambda_{a}})c_{1}-\frac{1}{\lambda_{a}A^{2}}\frac{\partial P^{*}}{\partial\lambda_{a}}c_{2}=0, (A.20)
(λa2πNλa+λab22PλaλzπNλzλzb2Pλz)c1+(12πλaA2Nλa+b22λaA2Pλa)c2=0,\displaystyle\Big{(}\frac{\lambda_{a}}{2\pi}\frac{\partial N^{*}}{\partial\lambda_{a}}+\frac{\lambda_{a}b^{2}}{2}\frac{\partial P^{*}}{\partial\lambda_{a}}-\frac{\lambda_{z}}{\pi}\frac{\partial N^{*}}{\partial\lambda_{z}}-\lambda_{z}b^{2}\frac{\partial P^{*}}{\partial\lambda_{z}}\Big{)}c_{1}+\Big{(}\frac{1}{2\pi\lambda_{a}A^{2}}\frac{\partial N^{*}}{\partial\lambda_{a}}+\frac{b^{2}}{2\lambda_{a}A^{2}}\frac{\partial P^{*}}{\partial\lambda_{a}}\Big{)}c_{2}=0, (A.21)

Comparing them with (2.39) and (2.44), we conclude that

m11=2λzPλzλaPλa,m12=1λaA2Pλa,m21=λa2πNλa+λab22PλaλzπNλzλzb2Pλz,m22=12πλaA2Nλa+b22λaA2Pλa.\displaystyle\begin{split}&m_{11}=2\lambda_{z}\frac{\partial P^{*}}{\partial\lambda_{z}}-\lambda_{a}\frac{\partial P^{*}}{\partial\lambda_{a}},\\ &m_{12}=-\frac{1}{\lambda_{a}A^{2}}\frac{\partial P^{*}}{\partial\lambda_{a}},\\ &m_{21}=\frac{\lambda_{a}}{2\pi}\frac{\partial N^{*}}{\partial\lambda_{a}}+\frac{\lambda_{a}b^{2}}{2}\frac{\partial P^{*}}{\partial\lambda_{a}}-\frac{\lambda_{z}}{\pi}\frac{\partial N^{*}}{\partial\lambda_{z}}-\lambda_{z}b^{2}\frac{\partial P^{*}}{\partial\lambda_{z}},\\ &m_{22}=\frac{1}{2\pi\lambda_{a}A^{2}}\frac{\partial N^{*}}{\partial\lambda_{a}}+\frac{b^{2}}{2\lambda_{a}A^{2}}\frac{\partial P^{*}}{\partial\lambda_{a}}.\end{split} (A.22)

In view of (2.49), it follows from (A.22) that Ω(λa,λz)\Omega(\lambda_{a},\lambda_{z}) can be expressed as

Ω(λa,λz)=λzπλaA2(PλaNλzPλzNλa),\displaystyle\Omega(\lambda_{a},\lambda_{z})=-\frac{\lambda_{z}}{\pi\lambda_{a}A^{2}}(\frac{\partial P^{*}}{\partial\lambda_{a}}\frac{\partial N^{*}}{\partial\lambda_{z}}-\frac{\partial P^{*}}{\partial\lambda_{z}}\frac{\partial N^{*}}{\partial\lambda_{a}}), (A.23)

which completes the proof.

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