Fluid Mechanics & Hydraulic Machines

Chapter 2
Fluid Statics and Hydrostatic Forces

Bachelors Program in Mechnical Engineering
Fluid Mechanics & Hydraulic Machines   •   Bachelor

Fluid Statics and Hydrostatic Forces

Introduction

Fluid statics, or hydrostatics, is the study of fluids at rest. Although a stationary fluid has no macroscopic shear stress, it exerts normal pressure on every surface in contact with it. Hydrostatic principles are fundamental to the design of reservoirs, dams, gates, tanks, pressure vessels, hydraulic presses, ships, submarines, pumps, and measuring instruments.

The central fact of hydrostatics is that pressure increases with depth because the fluid above a point has weight. In an incompressible fluid of constant density, pressure varies linearly with vertical depth. This apparently simple relationship supports the analysis of submerged surfaces, buoyancy, flotation, and hydraulic machinery.

Learning Objectives

After studying this chapter, the student should be able to:

  • distinguish absolute, atmospheric, gauge, and vacuum pressure;
  • derive and apply the hydrostatic pressure equation;
  • analyze piezometers and manometers;
  • explain Pascal’s law and its hydraulic applications;
  • calculate hydrostatic forces and centers of pressure on plane surfaces;
  • determine forces on curved surfaces;
  • apply Archimedes’ principle to buoyancy and flotation;
  • assess the stability of floating and submerged bodies;
  • recognize assumptions, limitations, safety requirements, and practical design issues.

1. Pressure in a Fluid at Rest

Pressure is the normal force exerted by a fluid per unit area. At a point in a fluid at rest, pressure is independent of the orientation of a small surface element; otherwise an unbalanced force would cause motion. Thus hydrostatic pressure is a scalar field, even though the resulting force on a surface has a direction normal to that surface.

The defining relation is

p = Fn/A

where p is pressure in pascals (Pa), F_n is normal force in newtons (N), and A is area in square metres (m²). One pascal equals one newton per square metre. Engineering pressures are also commonly expressed in kPa, MPa, bar, or metres of liquid column.

For a fluid of density ρ, subjected to gravitational acceleration g, consider a small vertical element. Force equilibrium gives

dp/dz = −ρg

where z is elevation measured upward. If density is constant, integration between points 1 and 2 gives

p₂ − p₁ = ρg(z₁ − z₂)

or, when point 2 is a vertical depth h below point 1,

p₂ = p₁ + ρgh

This equation assumes a fluid at rest, uniform gravitational acceleration, and constant density. For a gas or a liquid subject to significant compression, density must be retained inside the integral:

p₂ − p₁ = ∫₁² ρg dz

with the sign determined by the selected elevation direction.

The quantity ρg is called the specific weight, γ:

γ = ρg

Therefore, for a constant-density liquid,

p = p₀ + γh

where p₀ is pressure at the free surface and h is vertical depth below that surface.

Pressure head

Pressure may be expressed as an equivalent liquid column height:

hp = p/γ

Pressure head is useful in hydraulic engineering because it converts pressure into a length. The same pressure corresponds to different heads in different fluids. For example, a pressure of 98.1 kPa corresponds to 10 m of water but only about 0.75 m of mercury, since mercury is much denser.

2. Absolute, Gauge, and Vacuum Pressure

Absolute pressure is measured relative to a perfect vacuum. Gauge pressure is measured relative to the local atmospheric pressure:

pabs = patm + pg

where p_abs is absolute pressure, p_atm is atmospheric pressure, and p_g is gauge pressure. If the pressure is below atmospheric pressure, gauge pressure is negative and is often described as vacuum pressure:

pvac = patm − pabs

Pressure instruments must be interpreted carefully. A tank reading of 250 kPa gauge does not mean 250 kPa absolute; at standard atmospheric pressure it corresponds approximately to 351 kPa absolute. Thermodynamic gas relations, cavitation assessment, and boiling calculations generally require absolute pressure. Structural loading caused by a liquid open to the atmosphere is normally calculated using gauge pressure, because atmospheric pressure acts on both sides of an exposed surface and cancels.

Atmospheric pressure varies with altitude and weather. The standard sea-level value is approximately 101.325 kPa absolute, but design calculations should use the appropriate site value.

3. Pascal’s Law and Hydraulic Devices

Pascal’s law states that a pressure change applied to a confined fluid is transmitted undiminished to every part of the fluid and to the walls of its container. For two pistons connected by an incompressible fluid,

p = F₁/A₁ = F₂/A₂

and therefore

F₂ = F₁(A₂/A₁)

The force multiplication is accompanied by displacement reduction. Neglecting losses and fluid compressibility, conservation of volume gives

A₁s₁ = A₂s₂

where s₁ and s₂ are piston displacements. The ideal work relation is consequently

F₁s₁ = F₂s₂

A real hydraulic press has mechanical and volumetric losses. Its output force is less than the ideal value, and seals, hoses, valves, and fluid cleanliness strongly affect reliability. Hydraulic jacks, vehicle braking systems, injection-moulding machines, lifts, and actuators apply Pascal’s law.

4. Pressure Measurement: Piezometers and Manometers

A piezometer is a transparent tube connected to a liquid system. For a liquid open to the atmosphere, the vertical height of liquid above the tapping point gives the pressure head:

pg = ρgh

A piezometer cannot measure gas pressure, vacuum pressure, or very high liquid pressures because the liquid column may become impractically high.

A manometer uses one or more liquid columns, often including a high-density manometric liquid such as mercury. The analysis is based on the rule: moving downward through a static liquid increases pressure by ρg∆z; moving upward decreases pressure by the same amount. At the same elevation in a connected continuous fluid, pressure is equal.

For a simple U-tube containing a manometric liquid, the pressure difference is obtained by writing a pressure walk from one connection to the other. The exact expression depends on the geometry and the densities of all fluids; it should not be memorized without a diagram. For two points at the same elevation in a pipe carrying a liquid of density ρ and a manometric liquid of density ρ_m, a common arrangement gives

∆p = (ρm − ρ)g h

where h is the relevant difference in manometric-liquid levels. This simplified form applies only when the pressure tapping points are at the same elevation and the connecting-fluid columns are properly accounted for.

Differential manometers measure pressure differences between two points. Inclined manometers provide greater scale movement for small pressure differences. Errors may result from capillary effects, incorrect density values, trapped air, temperature changes, and parallax.

Worked Example 1: Pressure at depth

Water has density 998 kg/m³. Determine the gauge pressure 6.0 m below the free surface. Take g = 9.81 m/s².

Using pg = ρgh,

pg = 998 × 9.81 × 6.0 = 58,742 Pa ≈ 58.7 kPa.

The absolute pressure, if atmospheric pressure is 101.3 kPa, is approximately 160.0 kPa absolute. The calculation assumes a stationary water column and negligible variation in density.

5. Hydrostatic Forces on Plane Surfaces

A submerged plane surface experiences a distributed pressure. The resultant force is equal to the pressure at the centroid multiplied by the area:

FR = ρg hc A = γhcA

where F_R is resultant hydrostatic force, h_c is the vertical depth of the area centroid below the free surface, and A is the surface area. The equation applies to a plane surface in a liquid of constant density, with atmospheric pressure acting on the opposite side or otherwise excluded through gauge pressure.

The resultant does not generally pass through the centroid because pressure increases with depth. It acts at the center of pressure. For a plane surface inclined at angle θ to the horizontal,

hp = hc + (IG sin²θ)/(hcA)

where h_p is the vertical depth of the center of pressure and I_G is the second moment of area about a centroidal axis in the plane of the surface and parallel to the free surface. The center of pressure is below the centroid for a fully submerged plane surface. For a vertical plane, θ = 90°, so

hp = hc + IG/(hcA)

For a horizontal surface, all points have the same depth and the center of pressure coincides with the centroid in the horizontal projection.

The second moment of area depends on geometry. For a rectangle of breadth b and height a, about its horizontal centroidal axis,

IG = ba³/12

For a circle of diameter d,

IG = πd⁴/64

These formulas are geometric properties, not fluid properties.

Hydrostatic force on a vertical rectangular gate Free surface Gate Increasing pressure F_R at center of pressure h_c h_p
Vertical rectangular gate with pressure distribution and center of pressure
Figure: Vertical rectangular gate with pressure distribution and center of pressure

Figure: Pressure distribution on a vertical rectangular gate and location of the resultant force.

Worked Example 2: Vertical rectangular gate

A vertical rectangular gate is 2.0 m wide and 3.0 m high. Its top edge is 1.0 m below the water surface. Determine the resultant force and center-of-pressure depth. Take ρ = 1000 kg/m³ and g = 9.81 m/s².

The area is A = 2.0 × 3.0 = 6.0 m². The centroid depth is hc = 1.0 + 3.0/2 = 2.5 m. Hence

FR = 1000 × 9.81 × 2.5 × 6.0 = 147,150 N ≈ 147 kN.

For the rectangle,

IG = ba³/12 = 2.0 × 3.0³/12 = 4.50 m⁴.

For a vertical surface,

hp = 2.5 + 4.50/(2.5 × 6.0) = 2.80 m.

Thus the resultant acts 2.80 m below the free surface, or 0.20 m below the gate centroid.

6. Hydrostatic Forces on Curved Surfaces

For a curved surface, pressure forces vary in both magnitude and direction. Resolving the resultant into horizontal and vertical components provides a practical method.

The horizontal component equals the hydrostatic force on the vertical projection of the curved surface:

FH = γhcAv

where A_v is the vertical projected area and h_c is the centroid depth of that projection. Its line of action passes through the center of pressure of the vertical projection.

The vertical component equals the weight of the imaginary fluid directly above the curved surface up to the free surface, including any liquid volume bounded by vertical planes. Its direction is downward when the imaginary liquid lies above the surface. For a curved surface supporting liquid from below, the equivalent liquid weight may produce an upward component.

FV = Wi = γVi

where V_i is the relevant imaginary-fluid volume. The resultant magnitude and direction are

FR = √(FH² + FV²)
tan α = FV/FH

where α is the angle of the resultant measured from the horizontal. The signs and moment locations must be considered carefully for curved gates and dam faces. Atmospheric pressure should be treated consistently; using gauge pressure is usually convenient for surfaces exposed to the atmosphere on both sides.

7. Buoyancy and Archimedes’ Principle

A body immersed in a fluid experiences a buoyant force equal to the weight of the displaced fluid. This is Archimedes’ principle:

FB = ρf gVd = γfVd

where F_B is buoyant force, ρ_f is fluid density, V_d is displaced-fluid volume, and γ_f is fluid specific weight. The buoyant force acts vertically upward through the center of buoyancy, which is the centroid of the displaced volume.

For a fully submerged body, V_d equals the body volume. For a floating body, V_d is only the submerged volume. The body’s weight W acts through its center of gravity. Static equilibrium requires

FB = W

For a homogeneous body floating in a liquid,

ρbody/ρfluid = Vsub/Vbody

provided the body is in equilibrium and no other vertical forces act.

Stability of floating bodies

A floating body may be stable, unstable, or neutrally stable. A small angular displacement changes the shape of the displaced volume and shifts the center of buoyancy. The vertical through the new center of buoyancy intersects the original centerline at the metacentre M.

The metacentric height is

GM = BM − BG

where G is the center of gravity, B is the center of buoyancy, and

BM = IW/Vd

Here I_W is the second moment of area of the waterplane about the axis of heel, and V_d is displaced volume. A floating body is initially stable when GM > 0, unstable when GM < 0, and neutrally stable when GM = 0. A positive metacentric height does not guarantee safety under all conditions: free-surface liquid in partially filled tanks can reduce stability by creating a virtual rise in the center of gravity.

For a fully submerged body, small rotational stability is determined primarily by the relative locations of the centers of gravity and buoyancy. If the center of gravity is below the center of buoyancy, the body tends to restore its original orientation; if above, it tends to overturn.

8. Applications to Tanks, Gates, and Dams

Tanks and pressure vessels

Tank walls must resist pressure that increases with depth. The maximum pressure occurs at the lowest point, but wall thickness and reinforcement depend on geometry, material strength, stress concentration, weld quality, corrosion allowance, supports, and transient loads. Sloshing and partially filled tanks introduce dynamic effects not predicted by hydrostatics alone.

Gates and sluices

The design of a gate requires the resultant force, center of pressure, hinge reactions, actuator force, and possible uplift or seepage pressures. A hinge force cannot be found from the resultant pressure alone unless the moment equilibrium of the complete gate is considered. If water acts on both sides, the net force is obtained by subtracting the pressure distributions, not by applying one-sided pressure blindly.

Dams

A dam must resist hydrostatic thrust, uplift, seepage, sediment pressure, wave action, earthquake loading, and possible overflow. The hydrostatic force on a vertical projected face is calculated from the pressure distribution, while stability checks include sliding, overturning, bearing pressure, and structural stress. Drainage galleries and uplift relief systems are important practical measures. Actual dam design must comply with applicable national standards and independent safety review.

9. Illustrative Case: Stability of a Small Floating Work Platform

Background

Consider an illustrative rectangular work platform used for inspection near a water intake. The platform is 4 m long, 2 m wide, and 0.60 m deep. Its total mass, including equipment, is 2,000 kg. The center of gravity is 0.30 m above the bottom. The platform floats in fresh water of density 1000 kg/m³.

Problem

Assess whether the platform has positive initial transverse stability when its waterplane is the full 4 m × 2 m rectangle. Neglect wall thickness and free-surface tank effects.

Analysis

The displacement volume is

Vd = m/ρf = 2000/1000 = 2.0 m³.

The draft is

T = Vd/(4 × 2) = 0.25 m.

The center of buoyancy is halfway through the submerged depth, so it is 0.125 m above the bottom. Therefore,

BG = 0.30 − 0.125 = 0.175 m.

For transverse heel, the waterplane moment of inertia about the longitudinal centerline is

IW = LB³/12 = 4 × 2³/12 = 2.667 m⁴.

Thus

BM = IW/Vd = 2.667/2.0 = 1.333 m,

and

GM = 1.333 − 0.175 = 1.158 m.

Outcome

Since GM is positive and large compared with the dimensions, the idealized platform has positive initial transverse stability. In practice, the result must be reduced for passengers moving, equipment placed high, wind, waves, mooring forces, structural deflection, and free-surface effects from any liquid tanks.

Learning points

The example demonstrates that stability depends not only on mass but also on the waterplane geometry and the vertical position of the center of gravity. Loading equipment high above the deck can substantially reduce GM. A professional assessment must use the actual loading envelope and relevant marine safety regulations.

10. Assumptions, Limitations, and Best Practice

Hydrostatic formulas are powerful but conditional. Common assumptions include fluid rest, negligible viscosity effects, known density, uniform gravity, and surfaces that are rigid relative to the pressure loading. They do not describe water hammer, wave impact, vortex motion, acceleration fields, or rapidly changing tank levels.

Best practice includes:

  1. Draw the free surface, coordinate directions, pressure reference, and geometry before calculating.
  2. Use absolute pressure for thermodynamic and cavitation questions; use gauge pressure for net structural loading when atmospheric pressure cancels.
  3. Keep density, acceleration, length, and area in compatible SI units.
  4. Identify the centroid and second moment of area before finding a center of pressure.
  5. For curved surfaces, resolve horizontal and vertical components and check their moments.
  6. Include both sides of a gate or wall when determining net force.
  7. Check units and limiting cases: pressure should increase with depth, and force should vanish as area or density tends to zero.
  8. Apply safety factors, material codes, inspection requirements, and professional review to real structures.

Digital pressure sensors, computational fluid dynamics, hydrostatic stability software, and digital twins can improve monitoring and design. However, software does not remove the need to verify reference pressures, fluid properties, boundary conditions, mesh quality, and conservation laws. AI-based tools may assist with anomaly detection or design exploration, but engineering responsibility remains with qualified professionals, and safety-critical decisions require traceable calculations and regulatory compliance.

Chapter Summary

Pressure in a fluid at rest varies with elevation according to dp/dz = −ρg. For a constant-density liquid, pressure increases with depth by ρgh. Absolute pressure is referenced to vacuum, whereas gauge pressure is referenced to atmospheric pressure. Piezometers and manometers measure pressure through liquid-column relationships, and Pascal’s law explains pressure transmission in confined fluids and hydraulic machines.

The resultant force on a plane submerged surface equals the pressure at its centroid multiplied by area. Because pressure is distributed, the center of pressure generally lies below the centroid. Curved-surface forces are found through horizontal projection and an equivalent imaginary-fluid weight. Archimedes’ principle states that buoyancy equals the weight of displaced fluid. Floating stability is assessed using the metacentric height, with positive GM indicating initial stability. Real engineering applications must also consider transient loading, uplift, free surfaces, material strength, safety codes, and uncertainty.

Key Terms

Pressure: Normal force exerted per unit area.

Hydrostatics: Study of fluids at rest.

Density: Mass per unit volume of a fluid.

Specific weight: Weight per unit volume, γ = ρg.

Gauge pressure: Pressure measured relative to atmospheric pressure.

Absolute pressure: Pressure measured relative to a perfect vacuum.

Vacuum pressure: Amount by which pressure is below atmospheric pressure.

Pressure head: Pressure expressed as an equivalent fluid-column height.

Pascal’s law: Applied pressure change in a confined fluid is transmitted undiminished.

Piezometer: Tube used to measure liquid pressure head.

Manometer: Liquid-column instrument for measuring pressure or pressure difference.

Resultant hydrostatic force: Single force equivalent to a distributed pressure force.

Center of pressure: Point through which the resultant pressure force acts.

Buoyancy: Upward force exerted by a fluid on an immersed body.

Center of buoyancy: Centroid of the displaced-fluid volume.

Displacement volume: Volume of fluid displaced by a floating or immersed body.

Metacentre: Reference point used to assess the initial stability of a floating body.

Metacentric height: Distance GM used as an indicator of initial floating stability.

Waterplane: Area bounded by the intersection of a floating body and the free surface.

Review Questions

Short Answer Questions

  1. Why is pressure at a point in a fluid at rest independent of direction?
  2. Distinguish absolute pressure from gauge pressure.
  3. State Pascal’s law and one engineering application.
  4. Why is the center of pressure below the centroid of a vertical submerged plane?
  5. State Archimedes’ principle.

Long Answer Questions

  1. Derive the hydrostatic equation dp/dz = −ρg for a differential fluid element and state its assumptions.
  2. Explain the construction and operation of a differential U-tube manometer, including the pressure-walk method.
  3. Derive the expression for the center of pressure on an inclined plane surface.
  4. Explain the horizontal- and vertical-component method for determining force on a curved surface.
  5. Discuss the stability of floating bodies using the concepts of center of gravity, center of buoyancy, metacentre, and metacentric height.

Analytical / Application Questions

  1. A vertical rectangular gate 1.5 m wide and 2.4 m high has its top edge 0.8 m below a water surface. Calculate the resultant hydrostatic force and its depth below the free surface.
  2. A hydraulic press has a small piston diameter of 40 mm and a large piston diameter of 200 mm. If the applied force is 180 N, determine the ideal output force and explain why the actual force will be smaller.
  3. A floating inspection vessel becomes more heavily loaded on one side. Explain how the center of gravity, center of buoyancy, waterplane moment of inertia, and free-surface effects influence its heel and stability.

Multiple Choice Questions with Answers

Question 1

For a stationary liquid of constant density, how does gauge pressure vary with depth h below a free surface?

A. p_g = ρgh

B. p_g = ρg/h

C. p_g = h/(ρg)

D. p_g = ρ/hg

Correct Answer: A. p_g = ρgh

Question 2

A pressure of 200 kPa gauge is measured where atmospheric pressure is 101 kPa. What is the approximate absolute pressure?

A. 99 kPa

B. 200 kPa

C. 301 kPa

D. 20,200 kPa

Correct Answer: C. 301 kPa

Question 3

Which principle is directly used in an ideal hydraulic press?

A. Bernoulli’s theorem

B. Pascal’s law

C. Archimedes’ principle

D. The continuity equation only

Correct Answer: B. Pascal’s law

Question 4

The resultant hydrostatic force on a plane surface in a constant-density liquid equals:

A. Pressure at the top multiplied by area

B. Pressure at the centroid multiplied by area

C. Pressure at the bottom divided by area

D. The liquid density multiplied by perimeter

Correct Answer: B. Pressure at the centroid multiplied by area

Question 5

For a vertical submerged plane surface, the center of pressure is generally located:

A. Above the free surface

B. At the top edge

C. At the centroid always

D. Below the centroid

Correct Answer: D. Below the centroid

Question 6

The buoyant force on a fully submerged body equals:

A. The weight of the body only

B. The weight of displaced fluid

C. The body volume divided by density

D. The pressure at the bottom only

Correct Answer: B. The weight of displaced fluid

Question 7

A body floating freely in equilibrium must satisfy which vertical-force condition?

A. Weight is greater than buoyancy

B. Buoyancy is greater than weight

C. Buoyancy equals weight

D. Both forces are zero

Correct Answer: C. Buoyancy equals weight

Question 8

For a floating body, positive initial stability is indicated by:

A. GM < 0

B. GM = 0 only

C. GM > 0

D. BM = 0

Correct Answer: C. GM > 0

Question 9

The horizontal component of hydrostatic force on a curved surface is found from the:

A. Horizontal projection of the surface

B. Vertical projection of the surface

C. Total wetted perimeter only

D. Center of gravity of the container

Correct Answer: B. Vertical projection of the surface

Question 10

A 3 m deep water column has ρ = 1000 kg/m³ and g = 9.81 m/s². Its gauge pressure at the bottom is approximately:

A. 2.94 kPa

B. 29.4 kPa

C. 294 kPa

D. 0.294 kPa

Correct Answer: B. 29.4 kPa

Fluid Mechanics & Hydraulic Machines
Chapter 2 of 14