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Virtual displacement

Virtual displacement is an , hypothetical change in the of a mechanical system that adheres to its geometric and kinematic constraints without the passage of time, distinguishing it from actual motion where time evolves. This concept, denoted as \delta \mathbf{r}_i for the displacement of the i-th particle, satisfies the constraint equations with dt = 0, ensuring that constraint forces perform no . It forms the cornerstone of the principle of , which posits that for a system in static or , the total done by applied and inertial forces through such displacements is zero, enabling the derivation of without explicit constraint forces. The idea of virtual displacement emerged in Hellenistic mechanics around the 4th century BCE, as seen in the Mechanica Problemata attributed to , where geometric arguments on levers implicitly used virtual velocities proportional to displacements for equilibrium analysis. Medieval scholars like Jordanus de Nemore in the 13th century refined these notions in De ratione ponderis, introducing positional gravity and virtual displacements to explain balance in weighted systems. The modern formulation crystallized in the 18th century: articulated the principle of for around 1717, extended it to in 1743 via , and systematized it in Mécanique Analytique (1788), integrating it with to yield Lagrange's equations. In , virtual displacements facilitate the transition from Newtonian formulations to variational approaches, allowing analysis of complex systems with or nonholonomic constraints by projecting forces onto allowable directions. They underpin applications in , where they equate external to internal for displacement calculations, and in for constraint-compatible . Extensions to relativistic and quantum contexts, such as in field theories, further generalize , maintaining its role in minimizing or functionals.

Introduction and Definition

Historical Origins

The concept of virtual displacement traces its roots to medieval , where early ideas of variations emerged in discussions of static and balance in weighted systems. These notions built upon ancient Hellenistic , as seen in the Mechanica Problemata attributed to around the 4th century BCE, which employed geometric arguments on levers that implicitly utilized virtual velocities proportional to displacements for analysis. Medieval scholars like Jordanus de Nemore in the 13th century refined these ideas in De ratione ponderis, introducing the concept of positional gravity and to explain balance in inclined planes and weighted systems. Jordanus demonstrated that occurs when the associated with possible displacements is zero, providing a foundational approach to constraint-compatible variations without . The principle gained more structured form in the late through Pierre Varignon's work on machines and equilibrium. In his 1687 Projet d'une nouvelle mécanique, presented to the Paris Academy of Sciences, Varignon developed the principle of virtual velocities, applying it to systems of pulleys and levers to determine equilibrium conditions via motions. He described these virtual motions as possible displacements that a system could undergo without violating constraints, though they remain unrealized in actual motion, emphasizing their role in balancing forces instantaneously. This approach shifted focus from finite displacements to hypothetical ones, enabling analytical treatment of complex mechanisms. Johann Bernoulli advanced the idea significantly in 1717, formalizing virtual displacements within the framework of the principle of least action during his correspondence with Varignon. Bernoulli articulated that for a in equilibrium, the virtual work associated with displacements must vanish, integrating the concept into variational methods for optimizing paths of motion. This formalization connected virtual displacements to broader dynamical principles, paving the way for their use beyond . In the 18th century, virtual displacement played a pivotal role in the transition from statics to full dynamics, with key contributions from Leonhard Euler and Joseph-Louis Lagrange. Euler, in works like his 1736 Mechanica and 1744 calculus of variations papers, extended virtual velocities to continuous systems, incorporating them into equations for elastic bodies and rigid motion. Lagrange further synthesized these ideas in his 1760s memoirs and 1788 Mécanique Analytique, deriving the equations of motion from d'Alembert's principle augmented by virtual displacements, thus establishing an analytical foundation for mechanics that unified constraints and dynamics without geometric constructions. This evolution marked virtual displacement as a cornerstone of modern analytical mechanics.

Formal Definition

In , a virtual displacement is defined as an idealized, variation \delta \mathbf{q} of the \mathbf{q} of a at a fixed instant of time t, such that it remains consistent with the instantaneous constraints of the but does not necessarily adhere to the actual of the motion. This variation represents a hypothetical "possible" reconfiguration that respects the 's positional restrictions at that moment, without implying any real physical movement or associated . Unlike an actual d\mathbf{q}, which constitutes the total differential incorporating both spatial changes and the \dot{\mathbf{q}} \, dt along the system's , a excludes any temporal progression by setting dt = 0. Consequently, d\mathbf{q} = \delta \mathbf{q} + \dot{\mathbf{q}} \, dt, highlighting that capture only the allowable shifts in independent of or . For systems, where are expressible as functions of coordinates and time without velocities, virtual displacements reside in the to the manifold at the current position, forming the space of all admissible directions to the surface. Formally, the virtual displacement arises as the limiting difference \delta \mathbf{q} = \mathbf{q}'(t) - \mathbf{q}(t), where \mathbf{q}'(t) denotes a nearby allowable at the same fixed time t, taken in the as the separation between \mathbf{q}' and \mathbf{q} approaches zero while preserving .

Notation and Formulation

Standard Notations

In , virtual displacements are conventionally denoted using the symbol δ prefixed to the relevant coordinate or vector, indicating an , hypothetical variation consistent with system constraints at a fixed instant in time. For position vectors of particles, the standard notation is δ\mathbf{r}_i, where i indexes the particle, representing the virtual change in position. In formulations using , such as those in , the virtual displacement is denoted δq_j, where j labels the coordinate, capturing variations in abstract parameters that describe the system's configuration. For rotational , the angular virtual displacement is typically written as δθ, denoting a small hypothetical . A key distinction exists between the virtual variation δ and other symbols: δ signifies an virtual displacement that occurs without (δt = 0), whereas d denotes the actual along the true path of motion, incorporating time dependence (dr = \dot{\mathbf{r}} dt). The symbol Δ, in contrast, represents finite displacements, which are non- changes not restricted to virtual contexts. This notation for is expressed as δW = \sum_i \mathbf{F}_i \cdot δ\mathbf{r}_i, where \mathbf{F}_i are the applied forces, quantifying the hypothetical work under such displacements. The usage of these notations varies with the . In Cartesian coordinates, virtual displacements are decomposed into components δx, δy, δz along the orthogonal axes, facilitating direct vector analysis in Newtonian frameworks. In , such as polar or spherical systems, the notations adapt to the local basis, employing δq for generalized curvilinear parameters or δθ for angular components, which better suit constrained or non-Euclidean geometries.
AspectLagrangian Mechanics (Generalized Coordinates)Newtonian Mechanics (Cartesian Vectors)
Primary Symbolδq_j (virtual variation in generalized coordinate q_j)δ\mathbf{r}_i (virtual displacement vector for particle i)
ContextAbstract coordinates for constrained systems; used in variational principles like Euler-Lagrange equationsDirect position vectors in ; emphasis on vectors and equilibrium
Virtual Work FormδW = \sum_j Q_j δq_j (Q_j: generalized s)δW = \sum_i \mathbf{F}_i \cdot δ\mathbf{r}_i
AdvantagesHandles /nonholonomic constraints efficiently; reduces Intuitive for unconstrained particles; aligns with component-wise resolution
These notations provide the symbolic foundation for expressing virtual displacements in the formal definition, enabling consistent application across mechanical analyses.

Mathematical Representation

In , virtual displacements are mathematically represented as elements of the T_q Q to the configuration space Q at a configuration point q. The configuration space Q is the manifold parameterizing all possible positions of the mechanical system, often reduced by to a lower-dimensional . A virtual displacement \delta q at q is a in T_q Q, capturing allowable infinitesimal variations in the generalized coordinates q = (q^1, \dots, q^n) that respect the system's constraints without advancing time. For defined by equations f_i(q) = [0](/page/0), i = 1, \dots, m, the virtual displacements form a \delta \mathbf{r}(x) to the surface, satisfying the linear compatibility conditions \sum_k a_{ik} \delta q_k = [0](/page/0), where a_{ik} = \partial f_i / \partial q_k are the components of the . These conditions ensure \delta \mathbf{r} lies in the of the , orthogonal to the directions defined by \nabla f_i. An explicit representation arises via orthogonal onto the plane: for a single with vector \mathbf{n} = \nabla f, the projected virtual displacement is given by \delta \mathbf{r} = d\mathbf{r} - \frac{ (\mathbf{n} \cdot d\mathbf{r}) \mathbf{n} }{ |\mathbf{n}|^2 }, where d\mathbf{r} is an arbitrary displacement in ambient space, and the subtracted term removes the component along \mathbf{n}. This spans the allowable directions while ensuring magnitude |\delta \mathbf{r}| \to [0](/page/0), though the directions collectively generate the full . In the case of nonholonomic constraints, which impose velocity-level restrictions such as \sum_k a_{ik} \dot{q}_k = 0 that are not integrable to position constraints, virtual displacements \delta q are defined to satisfy the same linear conditions \sum_k a_{ik} \delta q_k = 0, restricting them to a subbundle (distribution) D_q \subset T_q Q. Unlike holonomic cases, this distribution is non-integrable, meaning paths generated by integrating \delta \mathbf{r} may leave the allowable configuration , but individual virtual displacements remain instantaneously compatible with the constraints at fixed time. The infinitesimal nature persists, with |\delta \mathbf{r}| \to 0, emphasizing directional variations over finite motions.

Core Properties

Linearity and Homogeneity

Virtual displacements exhibit key algebraic properties that align with the structure of vector spaces, specifically linearity and homogeneity. Linearity implies that if \delta_1 \mathbf{r} and \delta_2 \mathbf{r} are valid virtual displacements consistent with the system's constraints, then their linear combination \alpha \delta_1 \mathbf{r} + \beta \delta_2 \mathbf{r} is also a valid virtual displacement for any scalars \alpha, \beta \in \mathbb{R}. This property arises because virtual displacements are infinitesimal variations in the configuration space that respect the constraints, and the transformation between Cartesian and generalized coordinates preserves linearity: \delta \mathbf{r}_i = \sum_j \frac{\partial \mathbf{r}_i}{\partial q_j} \delta q_j. Homogeneity follows similarly, ensuring that scaling a virtual displacement by a constant preserves its validity: if \delta \mathbf{r} is a virtual displacement, then k \delta \mathbf{r} is also one for any scalar k \in \mathbb{R}. These properties hold for holonomic constraints, where the relations are linear in the differentials. A sketch of the proof for these properties relies on the form of , typically expressed as f_l(\mathbf{r}_1, \dots, \mathbf{r}_N, t) = 0 for l = 1, \dots, m, which yield linear relations in the virtual differentials upon : \sum_k a_{lk} \delta q_k = 0, where a_{lk} are coefficients depending on the and time. For linear combinations, substituting \delta q_k = \alpha \delta_1 q_k + \beta \delta_2 q_k into the gives \sum_k a_{lk} (\alpha \delta_1 q_k + \beta \delta_2 q_k) = \alpha \sum_k a_{lk} \delta_1 q_k + \beta \sum_k a_{lk} \delta_2 q_k = 0, since each individual virtual displacement satisfies the . Homogeneity follows by setting \beta = 0 and \alpha = k, confirming that scaled variations remain admissible. This linearity extends to the operation on coordinates: \delta(\alpha q + \beta p) = \alpha \delta q + \beta \delta p. The implications of and homogeneity are profound, as they establish that the set of all displacements at a given forms a , often denoted as the to the constraint manifold. This structure allows virtual displacements to span the space of allowable variations, facilitating the use of basis vectors (e.g., corresponding to independent ) to parameterize all possible motions consistent with constraints. Such a framework underpins the derivation of in , enabling efficient handling of complex systems through linear algebra.

Compatibility with Constraints

In , virtual displacements must be compatible with the kinematic constraints of the system to ensure that they represent allowable changes in configuration without violating the imposed restrictions. For , expressed as f(\mathbf{q}) = 0, where \mathbf{q} denotes the , the compatibility condition requires that the virtual displacement \delta \mathbf{q} satisfies \delta f = \sum_i \frac{\partial f}{\partial q_i} \delta q_i = 0. This condition implies that \delta \mathbf{q} lies in the orthogonal to the gradients of the constraint functions, preserving the manifold defined by the constraints. For non-holonomic constraints, typically formulated in Pfaffian form as \sum_j a_{ij} \dot{q}_j = 0, the virtual displacements \delta \mathbf{q} must similarly obey \sum_j a_{ij} \delta q_j = 0, ensuring consistency with the differential constraints on allowable velocities at the instantaneous configuration. This formulation extends the compatibility to velocity-dependent restrictions, where virtual displacements are confined to the allowable directions in the configuration space without integrating the constraints fully. Under the assumption of ideal constraints, the forces of constraint perform no virtual work, leading to the condition \sum_i \lambda_i \delta f_i = 0, where \lambda_i are the Lagrange multipliers associated with each constraint f_i = 0. This property allows constraint forces to be eliminated from the , as their contribution vanishes for any compatible virtual displacement. Unlike actual motions, which evolve under the influence of and time derivatives, virtual displacements are purely kinematic, ignoring dynamic effects and focusing solely on positional consistency with constraints at a fixed instant. This distinction enables their use in static and dynamic principles without accounting for temporal evolution. are classified as scleronomic if time-independent, where virtual displacements align directly with the fixed constraint geometry, or rheonomic if time-dependent, introducing explicit temporal variations that virtual displacements must instantaneously respect.

Illustrative Examples

Unconstrained Particle in

In the simplest case of , consider an unconstrained particle moving freely in three-dimensional \mathbb{R}^3, with its position described by the \mathbf{r} = (x, y, z). A virtual displacement \delta \mathbf{r} for this particle is defined as any in \mathbb{R}^3, expressed as \delta \mathbf{r} = (\delta x, \delta y, \delta z), where each component \delta x, \delta y, and \delta z can vary independently without restriction. This arbitrariness arises because there are no constraints on the motion, allowing the particle to "pretend" to displace in any direction instantaneously, without the passage of time or change in the applied forces. The space of all possible virtual displacements at position \mathbf{r} corresponds to the full tangent space T_{\mathbf{r}} \mathbb{R}^3, which is isomorphic to \mathbb{R}^3 itself due to the flat geometry of Euclidean space. This tangent space structure underscores that virtual displacements are tangent vectors at \mathbf{r}, capturing infinitesimal variations in the configuration manifold. The system has three degrees of freedom, with all directions allowable, reflecting the complete freedom of motion in \mathbb{R}^3. Although virtual displacements do not involve , they can be conceptually related to the particle's \mathbf{v} by considering \delta \mathbf{r} \approx h \mathbf{v} for a small scalar h > 0, but without implying actual along the . In this setup, the virtual work performed by an external force \mathbf{F} on the particle is given by \delta W = \mathbf{F} \cdot \delta \mathbf{r}, where the allows \delta W to take any value depending on the arbitrary direction of \delta \mathbf{r}. This linearity permits virtual displacements to be any of the vectors \mathbf{e}_x, \mathbf{e}_y, \mathbf{e}_z.

Constrained Particles on a Surface

In , virtual displacements for a particle constrained to move on a surface defined by a holonomic constraint f(\mathbf{r}) = 0 must satisfy the condition \nabla f \cdot \delta \mathbf{r} = 0, ensuring that the infinitesimal \delta \mathbf{r} remains to the surface. This to the surface normal \mathbf{n} = \nabla f / |\nabla f| implies that \delta \mathbf{r} lies within the tangent plane at the particle's position, which is typically spanned by two linearly independent directions orthogonal to \mathbf{n}. Such constraints reduce the from three (in unconstrained ) to two, as the particle's motion is confined to the two-dimensional manifold of the surface. A representative example is a particle constrained to the surface of a sphere satisfying \mathbf{r} \cdot \mathbf{r} = R^2, where \mathbf{r} is the position vector and R is the radius. Here, \nabla f = 2\mathbf{r}, so the virtual displacement must obey \mathbf{r} \cdot \delta \mathbf{r} = 0, meaning \delta \mathbf{r} is perpendicular to \mathbf{r} and has infinitesimal magnitude |\delta \mathbf{r}| \ll R. This condition confines \delta \mathbf{r} to the tangent plane at \mathbf{r}, preserving the spherical constraint during the virtual variation. To parametrize these displacements, surface coordinates such as parameters u and v can be used, expressing the position as \mathbf{r} = \mathbf{r}(u, v). The virtual displacement then takes the form \delta \mathbf{r} = \frac{\partial \mathbf{r}}{\partial u} \delta u + \frac{\partial \mathbf{r}}{\partial v} \delta v, where \delta u and \delta v are independent variations in the parameters, spanning the . In the principle of , only external forces contribute to the virtual work \delta W = \mathbf{F} \cdot \delta \mathbf{r}, as the constraint force \mathbf{N} (normal to the surface) performs no work due to \mathbf{N} \cdot \delta \mathbf{r} = 0. This property aligns with the compatibility of virtual displacements, which ensures their orthogonality to constraint normals.

Rigid Body with Fixed Point

In the context of a pivoting around a fixed point O, virtual displacements capture the allowable changes in that preserve the body's rigidity and the fixed-point . For any point P in the body, the virtual displacement \delta \mathbf{r}_P is expressed as \delta \mathbf{r}_P = \delta \boldsymbol{\theta} \times (\mathbf{r}_P - \mathbf{O}), where \delta \boldsymbol{\theta} denotes the rotation representing the virtual angular variation. This formulation ensures that the displacement at O vanishes (\delta \mathbf{r}_O = 0) and that all points move perpendicular to the line connecting them to O, consistent with pure rotation. The \delta \boldsymbol{\theta} is analogous to the \boldsymbol{\omega} scaled by an time interval \delta t, but it is formulated in a time-independent manner to focus on geometric variations rather than actual motion. The rigidity of the body imposes holonomic constraints that fix the distances between all pairs of points, ensuring no deformation under virtual displacements. For points i and j, the constraint \delta (|\mathbf{r}_i - \mathbf{r}_j|^2) = 0 implies (\mathbf{r}_i - \mathbf{r}_j) \cdot (\delta \mathbf{r}_i - \delta \mathbf{r}_j) = 0. Substituting the rotational form of the displacements yields (\mathbf{r}_i - \mathbf{r}_j) \cdot [\delta \boldsymbol{\theta} \times (\mathbf{r}_i - \mathbf{r}_j)] = 0, which holds identically due to the properties of the cross product, confirming compatibility. These constraints reduce the configuration space, with the virtual displacements spanning only the rotational variations around O. Orientation changes can be parameterized using \phi, \theta, \psi, where the virtual displacements correspond to independent variations \delta \phi, \delta \theta, \delta \psi that respect the coordinate ranges (e.g., avoiding singularities). Alternatively, provide a non-singular , with virtual variations in the four quaternion components \delta q = (\delta q_0, \delta q_1, \delta q_2, \delta q_3) subject to the unit norm q \cdot \delta q = 0. In both cases, these variations map to the same three-dimensional space of \delta \boldsymbol{\theta}. For a more restrictive scenario, such as rotation about a fixed , the virtual rotation \delta \theta is confined to the direction of the , reducing the allowable variations to a single scalar parameter. The set of all possible virtual displacements for a with a fixed point forms the to the special SO(3) at the current orientation, which is three-dimensional and corresponds to the three independent rotational . This structure allows linear combinations of basis rotations (e.g., about x, y, z axes) to generate arbitrary rotations, underscoring the nature of the .

Applications in Classical Mechanics

Principle of Virtual Work

The principle of virtual work states that a mechanical system is in if and only if the total virtual work done by all applied forces through any admissible virtual displacement is zero. This condition is expressed mathematically as \delta W = \sum_i \mathbf{F}_i \cdot \delta \mathbf{r}_i = 0, where \mathbf{F}_i are the applied forces acting on each particle and \delta \mathbf{r}_i are the corresponding virtual displacements that satisfy the system's constraints. Admissible virtual displacements are and instantaneous changes in position that respect the geometric constraints without involving actual motion or . For systems where the applied forces are conservative and derivable from a function V, the principle links directly to the stationarity of the . In such cases, the \delta W = -\delta V, so requires \delta V = 0 for all admissible virtual displacements. This equivalence underscores that configurations minimize or stationarize the under the given constraints. In constrained systems, the total virtual work includes contributions from both external applied forces and constraint forces, yet the latter perform no virtual work due to their nature. Constraint forces, such as those from supports or ties, act perpendicular to the allowable directions of motion, ensuring their dot product with admissible virtual displacements vanishes. Formally, for holonomic constraints defined by f(\mathbf{r}_i) = 0, the constraint forces take the form \mathbf{F}_i^c = \lambda \nabla f_i, where \lambda is a scalar multiplier. The equilibrium equation becomes \sum_i (\mathbf{F}_i^\text{ext} + \lambda \nabla f_i) \cdot \delta \mathbf{r}_i = 0. Since admissible \delta \mathbf{r}_i satisfy \delta f_i = \nabla f_i \cdot \delta \mathbf{r}_i = 0, the terms involving \lambda vanish, reducing the condition to \sum_i \mathbf{F}_i^\text{ext} \cdot \delta \mathbf{r}_i = 0. This principle finds practical application in analyzing the equilibrium of structures like trusses, where virtual displacements along member elongations help compute internal forces without resolving all reactions; in levers, to balance moments through rotations; and in simple machines, to determine force ratios under static loads.

D'Alembert's Principle and Dynamics

extends the concept of virtual displacements to dynamic systems by incorporating inertial effects, treating the system as if it were in a state of . Formulated originally by in 1743, the principle states that for a system of particles, the virtual work done by the applied forces minus the virtual work done by the inertial forces vanishes for any virtual displacement consistent with the constraints: \sum_i (\mathbf{F}_i - m_i \mathbf{a}_i) \cdot \delta \mathbf{r}_i = 0, where \mathbf{F}_i are the applied forces, m_i \mathbf{a}_i are the inertial terms, and \delta \mathbf{r}_i are the virtual displacements. This approach effectively adds fictitious inertial forces -\mathbf{m}_i \mathbf{a}_i to the applied forces, allowing the use of static equilibrium methods for dynamic problems. The principle leads directly to the by separating the inertial and applied force contributions: \sum_i \mathbf{F}_i \cdot \delta \mathbf{r}_i = \sum_i m_i \mathbf{a}_i \cdot \delta \mathbf{r}_i. In terms of T, the right-hand side can be expressed using the relation \sum_i m_i \mathbf{a}_i \cdot \delta \mathbf{r}_i = \sum_j \left[ \frac{d}{dt} \left( \frac{\partial T}{\partial \dot{q}_j} \right) - \frac{\partial T}{\partial q_j} \right] \delta q_j, where q_j are and \delta q_j are the corresponding virtual displacements. For conservative forces derivable from a potential V, this bridges to the Lagrangian formulation, yielding \sum_j \left[ \frac{d}{dt} \left( \frac{\partial L}{\partial \dot{q}_j} \right) - \frac{\partial L}{\partial q_j} \right] \delta q_j = 0 with L = T - V, implying the Euler-Lagrange equations for each j. D'Alembert's principle adeptly handles both holonomic and nonholonomic constraints through the requirement that virtual displacements respect the constraints, ensuring that constraint forces perform no virtual work. For holonomic constraints, which can be expressed as functions of positions and time, the number of independent generalized coordinates is reduced accordingly, and Lagrange multipliers may be introduced if needed: \frac{d}{dt} \left( \frac{\partial T}{\partial \dot{q}_j} \right) - \frac{\partial T}{\partial q_j} + \sum_k \lambda_k \frac{\partial g_k}{\partial q_j} = Q_j. For nonholonomic constraints g_k(\mathbf{q}, \dot{\mathbf{q}}, t) = 0, virtual displacements are chosen to satisfy \sum_j \frac{\partial g_k}{\partial \dot{q}_j} \delta q_j = 0, ensuring zero virtual work by constraint forces. The resulting equations of motion are \frac{d}{dt} \left( \frac{\partial L}{\partial \dot{q}_j} \right) - \frac{\partial L}{\partial q_j} = \sum_k \lambda_k \frac{\partial g_k}{\partial \dot{q}_j} + Q_j, where \lambda_k are Lagrange multipliers. The principle also extends naturally to rheonomic systems, where constraints or potentials depend explicitly on time, by allowing time-dependent transformations in the and including \partial V / \partial t terms in the if applicable, while the virtual displacements remain instantaneous and time-independent. This maintains the principle's validity for time-varying constraints, such as those in with moving supports.