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M 1

Forces and equilibrium

Mechanics · Paper 4

🎯What you need to be able to do

  • Draw a clear force diagram and identify every force acting on a body.
  • Resolve a force into perpendicular components.
  • Find the resultant of several forces, as a magnitude and a direction.
  • Apply the conditions for equilibrium in two perpendicular directions.
  • Use the triangle or polygon of forces where it is quicker.
  • Use the friction model \( F \le \mu R \), and know when the equality applies.
  • Handle a body on an inclined plane, resolving along and perpendicular to the slope.

📚The mathematics

The force diagram

Almost every lost mark in mechanics traces back to a missing or invented force. Draw the body, then ask what touches it and what acts at a distance:

  • Weight \( W = mg \), always vertically downwards, always present. Take \( g = 10 \) m s\(^{-2}\) unless told otherwise, and check what the question specifies.
  • Normal contact force \(R\), perpendicular to the surface. On a slope it is perpendicular to the slope, not vertical — and it is not equal to the weight there.
  • Tension in a string, always pulling away from the body along the string. A string can pull but never push.
  • Friction \(F\), along the surface, opposing the motion or the tendency to move.
  • Applied forces, as described in the question.

Mark each force with a labelled arrow. Do not put an arrow for “the force of motion” — motion is not a force, and adding one is a classic error.

Resolving

A force \(F\) at angle \( \theta \) to a chosen direction has component \( F\cos\theta \) along it and \( F\sin\theta \) perpendicular to it.

along: \( F\cos\theta \)
perpendicular: \( F\sin\theta \)

The reliable rule: the component adjacent to the marked angle takes \( \cos \), the opposite one takes \( \sin \). Never memorise “horizontal is cos” — it is false as soon as the angle is measured from the vertical, which questions do deliberately.

Resultants

To combine forces, resolve them all into two perpendicular directions, add the components separately, then recombine:

\( |R| = \sqrt{X^{2} + Y^{2}} \)
\( \tan\theta = \dfrac{Y}{X} \)

Give both the magnitude and the direction, and say what the direction is measured from — “at 34° above the horizontal” is an answer; “34°” is not. Sketch the resultant to check the quadrant, exactly as with the argument of a complex number.

Equilibrium

A body in equilibrium has zero resultant force, so the components balance in every direction. In practice, choose two perpendicular directions and write:

\[ \sum F_x = 0 \qquad\text{and}\qquad \sum F_y = 0 \]

Choosing the directions well is most of the skill. On a slope, resolve along and perpendicular to the slope rather than horizontally and vertically — that way the normal force and any motion each lie along one of your axes, and only the weight needs splitting.

For exactly three forces in equilibrium, they form a closed triangle of forces, and the sine or cosine rule then solves it in one step. That is often much faster than resolving, and is worth spotting.

Friction

\[ F \le \mu R \]

The inequality is the whole point. Friction is a response: it takes whatever value is needed to prevent motion, up to a maximum of \( \mu R \).

  • If the body is in equilibrium and not on the point of moving, \( F \) is whatever the equilibrium equations say, and \( F < \mu R \).
  • If the body is on the point of moving (“limiting equilibrium”, “about to slip”, “the least force required”), then and only then \( F = \mu R \).
  • If the body is moving, friction is at its maximum, \( F = \mu R \), directed against the motion.
Do not write \( F = \mu R \) automatically. A block resting on a rough horizontal table with no horizontal force has \( F = 0 \), not \( \mu R \). Look for the phrase that licenses the equality — on the point of slipping, limiting, least force, or the body actually moving. Using the equality when the body is in ordinary static equilibrium produces a wrong answer with entirely plausible arithmetic.

The inclined plane

For a body of mass \(m\) on a slope at angle \( \theta \) to the horizontal, resolving along and perpendicular to the slope:

perpendicular: \( R = mg\cos\theta \)
along: component of weight down the slope is \( mg\sin\theta \)

Note \( R \ne mg \) on a slope — it is reduced by the \( \cos\theta \). Getting \( \sin \) and \( \cos \) the wrong way round here is the most frequent error on Paper 4; check by extremes. If \( \theta = 0 \) (flat), \( R \) should be the full \( mg \), and \( \cos 0 = 1 \) delivers that, while the down-slope component should vanish, and \( \sin 0 = 0 \) delivers that too.

✏️Worked example

A block of mass 5 kg rests on a rough plane inclined at \( 20^{\circ} \) to the horizontal. The coefficient of friction between the block and the plane is 0.45. Take \( g = 10 \) m s\(^{-2}\). (a) Show that the block does not slide down the plane. (b) Find the least force, applied up the line of greatest slope, needed to move the block up the plane.

(a) Resolve perpendicular to the plane:

\[ R = mg\cos 20^{\circ} = 5(10)(0.9397) = 46.98\ \text{N} \]

The maximum friction available is therefore

\[ \mu R = 0.45 \times 46.98 = 21.14\ \text{N} \]

The component of weight acting down the slope is

\[ mg\sin 20^{\circ} = 5(10)(0.3420) = 17.10\ \text{N} \]

Since \( 17.10 < 21.14 \), the force tending to move the block is less than the maximum friction available. Friction therefore balances it exactly, taking the value 17.10 N rather than its maximum, and the block remains at rest: it does not slide down, as required.

(b) To push the block up the plane, the applied force \(P\) must overcome both the weight component down the slope and friction, which now acts down the slope because the block tends to move up:

\[ P = mg\sin 20^{\circ} + \mu R = 17.10 + 21.14 = 38.2\ \text{N} \]
Check it. There is a one-line test for part (a): a block on a rough slope stays put precisely when \( \mu \ge \tan\theta \). Here \( \tan 20^{\circ} = 0.364 \) and \( \mu = 0.45 \), so \( \mu > \tan\theta \) and the block holds — agreeing with the full calculation. Learn both routes: the short one to check your answer, the long one to earn the method marks.
Friction reverses direction when the intended motion reverses. In (a) it acts up the slope, resisting the tendency to slide down; in (b) it acts down the slope, resisting the push upwards. Students who keep friction pointing the same way in both parts get (b) as \( 17.10 - 21.14 = -4.04 \) N — a negative force, which is visibly nonsense and should send you back to the diagram rather than into the answer box.

📝Practise

Work through these, then reveal the answer. Take \( g = 10 \) m s\(^{-2}\) throughout.

1. Two forces of 8 N due east and 6 N due north act on a particle. Find the magnitude and direction of the resultant.
The forces are already perpendicular. Magnitude \( = \sqrt{8^{2} + 6^{2}} = \sqrt{100} = 10 \) N. Direction: \( \tan\theta = \dfrac{6}{8} = 0.75 \), so \( \theta = 36.9^{\circ} \) north of east — equivalently a bearing of \( 053.1^{\circ} \). Stating what the angle is measured from is part of the answer.
2. A particle of weight 40 N hangs in equilibrium from two strings making angles of \( 30^{\circ} \) and \( 60^{\circ} \) with the vertical, on opposite sides. Find both tensions.
Resolve vertically: \( T_1\cos 30^{\circ} + T_2\cos 60^{\circ} = 40 \). Horizontally: \( T_1\sin 30^{\circ} = T_2\sin 60^{\circ} \), so \( 0.5T_1 = 0.8660T_2 \), giving \( T_1 = 1.732T_2 \). Substituting: \( 1.732T_2(0.8660) + 0.5T_2 = 40 \), so \( 1.5T_2 + 0.5T_2 = 40 \) and \( T_2 = 20 \) N, hence \( T_1 = 34.6 \) N. (Since the strings are perpendicular to each other, the triangle of forces is right-angled — a useful shortcut.)
3. A box of mass 12 kg rests on a rough horizontal floor with \( \mu = 0.4 \). A horizontal force of 30 N is applied. Does it move, and what is the friction force?
The normal force is \( R = mg = 120 \) N, so maximum friction is \( \mu R = 0.4 \times 120 = 48 \) N. The applied force is 30 N, which is less than 48 N, so the box does not move. The friction force is therefore whatever balances the applied force: \( F = 30 \) N, not 48 N. This is the trap — friction only reaches its maximum when motion is impending.
4. A force of 25 N acts at \( 40^{\circ} \) to the horizontal. Find its horizontal and vertical components.
The angle is measured from the horizontal, so the horizontal component is adjacent: \( 25\cos 40^{\circ} = 25(0.7660) = 19.2 \) N. The vertical component is opposite: \( 25\sin 40^{\circ} = 25(0.6428) = 16.1 \) N. Check: \( \sqrt{19.2^{2} + 16.1^{2}} = \sqrt{368 + 259} = \sqrt{627} = 25.0 \) ✓.
5. A particle of mass 3 kg is held at rest on a smooth plane inclined at \( 25^{\circ} \) by a force acting up the line of greatest slope. Find that force and the normal contact force.
Smooth means no friction. Along the slope: \( P = mg\sin 25^{\circ} = 3(10)(0.4226) = 12.7 \) N. Perpendicular: \( R = mg\cos 25^{\circ} = 30(0.9063) = 27.2 \) N. Note \( R = 27.2 \) N, not 30 N — on a slope the normal force is always less than the weight.
6. A block is on the point of sliding down a rough plane inclined at \( \theta \). Show that \( \mu = \tan\theta \).
On the point of sliding means limiting equilibrium, so \( F = \mu R \). Resolving perpendicular to the plane: \( R = mg\cos\theta \). Resolving along the plane, with friction acting up it to oppose the impending slide: \( F = mg\sin\theta \). Substituting into \( F = \mu R \): \( mg\sin\theta = \mu\,mg\cos\theta \). The \( mg \) cancels, giving \( \mu = \dfrac{\sin\theta}{\cos\theta} = \tan\theta \). The mass cancelling is worth noticing — whether a block slips does not depend on how heavy it is.

🔗Go deeper — other people’s work

These are external resources, not mine. If one stops working, tell me and everything above it on this page still stands.

  • PhET — Forces and Motion: Basics and the friction simulation
  • The Physics Classroom — free-body diagrams and inclined planes
  • Khan Academy — resolving forces and static equilibrium