Geometrically linear formulation
As discussed in the paper by Simo, the incompatible mode formulation can be derived in a rigorous way from the general Hu-Washizu variational principle. In this discussion we will not present this derivation but use only the key results of Simo's work.
In the incompatible mode formulation, the displacement gradient is augmented with an additional, incompatible displacement gradient field :
The incompatible displacement gradient is chosen internal to an element. The field cannot be selected arbitrarily. It must be independent of the regular displacement gradient.
which can also be expressed in the form
In addition, it must be orthogonal to any constant gradient field, which yields the condition
If these conditions are violated, the element does not pass the patch test.
The last condition is used to obtain a suitable general form of the incompatible modes. We describe the incompatible field as a transformation of a parametric gradient field :
where is the parametric transformation at the center of the element
is the Jacobian of the parametric transformation at the location , and is the Jacobian at the center of the element. For planar elements the Jacobian can be written as
where h is the thickness; for axisymmetric elements it is
where r is the radius; and for three-dimensional elements it is
Substitution of Equation 2 in Equation 1 allows us to create a simple condition for :
For two-dimensional elements this yields
and for three-dimensional elements,
This makes it possible to write as a simple polynomial in . The principal contribution to can be written in the form
where are vectorial degrees of freedom and are vectors and the summation i extends over the parametric coordinates. In two-dimensional elements and are vectors of the form
and in three-dimensional elements
The principal contribution to the incompatible displacement gradient hence becomes
With the addition of these terms, parasitic shear and Poisson's effect in bending are eliminated. Note that the vectors in appear in a similar form as the nodal displacement vectors in ,
and can be treated similar to displacement degrees of freedom.
For approximately incompressible material behavior, bilinear patterns in the hydrostatic stress can still be observed in all elements except CPS4I. These patterns can be eliminated by the introduction of additional incompatible modes of the form
where are additional scalar degrees of freedom. For two-dimensional elements a single term is added with
In the three-dimensional elements four additional terms are added with
Thus, the incompatible displacement gradient takes the final form
The symmetric part of the incompatible displacement gradient contributes to incompatible strains:
The skew-symmetric part plays no role in the geometrically linear formulation.