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Moment of inertia

Scalar measure of the rotational inertia with respect to a fixed axis of rotation

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Flywheel of a factory steam engine
Витольд Муратов · CC BY-SA 3.0

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For a point mass, the moment of inertia is simply the mass times the square of the perpendicular distance to the axis of rotation. The moment of inertia of a rigid composite system is the sum of the moments of inertia of its component subsystems (all taken about the same axis). Its simplest definition is the second moment of mass with respect to distance from an axis.

If a body is forced to rotate in a plane, then only the moment of inertia about an axis perpendicular to the plane, a scalar value, matters. If a body is allowed to rotate in all three dimensions, then its moment is described by a symmetric three-by-three matrix. This symmetric matrix can be orthogonally diagonalized by a set of mutually perpendicular principal axes. Torques around these principal axes act independently of each other.

Introduction

When a body is free to rotate around an axis, torque must be applied to change its angular momentum. The amount of torque needed to cause any given angular acceleration (the rate of change in angular velocity) is proportional to the moment of inertia of the body. Moments of inertia may be expressed in units of kilogram metre squared (kg·m2) in SI units and pound-foot-squared (lb·ft2) in imperial or US units, and other relevant units.

The moment of inertia plays the role in rotational kinetics that mass (inertia) plays in linear kinetics—both characterize the resistance of a body to changes in its motion. The moment of inertia depends on how mass is distributed around an axis of rotation, and will vary depending on the chosen axis. For a point-like mass, the moment of inertia about some axis is given by mr2, where r is the distance of the point from the axis, and m is the mass. For an extended rigid body, the moment of inertia is just the sum of all the small pieces of mass multiplied by the square of their distances from the axis in rotation. For an extended body of a regular shape and uniform density, this summation sometimes produces a simple expression that depends on the dimensions, shape and total mass of the object.

In 1673, Christiaan Huygens introduced this parameter in his study of the oscillation of a body hanging from a pivot, known as a compound pendulum. The term moment of inertia ("momentum inertiae" in Latin) was introduced by Leonhard Euler in his book Theoria motus corporum solidorum seu rigidorum in 1765, and it is incorporated into Euler's second law.

The natural frequency of oscillation of a compound pendulum is obtained from the ratio of the torque imposed by gravity on the mass of the pendulum to the resistance to acceleration defined by the moment of inertia. Comparison of this natural frequency to that of a simple pendulum consisting of a single point of mass provides a mathematical formulation for moment of inertia of an extended body.

The moment of inertia also appears in momentum, kinetic energy, and in Newton's laws of motion for a rigid body as a physical parameter that combines its shape and mass. There is an interesting difference in the way moment of inertia appears in planar and spatial movement. Planar movement has a single scalar that defines the moment of inertia, while for spatial movement the same calculations yield a 3 × 3 matrix of moments of inertia, called the inertia matrix or inertia tensor.

The moment of inertia of a rotating flywheel is used in a machine to resist variations in applied torque to smooth its rotational output. The moment of inertia of an airplane about its longitudinal, horizontal and vertical axes determine how steering forces on the control surfaces of its wings, elevators and rudder(s) affect the plane's motions in roll, pitch and yaw.

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