
The Shields formula is a formula for the stability calculation of granular material (
sand
Sand is a granular material composed of finely divided mineral particles. Sand has various compositions but is usually defined by its grain size. Sand grains are smaller than gravel and coarser than silt. Sand can also refer to a textural ...
,
gravel
Gravel () is a loose aggregation of rock fragments. Gravel occurs naturally on Earth as a result of sedimentation, sedimentary and erosion, erosive geological processes; it is also produced in large quantities commercially as crushed stone.
Gr ...
) in running water.
The stability of granular material in flow can be determined by the Shields formula or the
Izbash formula. The first is more suitable for fine grain material (such as
sand
Sand is a granular material composed of finely divided mineral particles. Sand has various compositions but is usually defined by its grain size. Sand grains are smaller than gravel and coarser than silt. Sand can also refer to a textural ...
and
gravel
Gravel () is a loose aggregation of rock fragments. Gravel occurs naturally on Earth as a result of sedimentation, sedimentary and erosion, erosive geological processes; it is also produced in large quantities commercially as crushed stone.
Gr ...
), while the Izbash formula is more suitable for larger stone. The Shields formula was developed by
Albert F. Shields (1908-1974). In fact, the Shields method determines whether or not the soil material will move. The Shields parameter thus determines whether or not there is a beginning of movement.
[
]
Derivation
Movement of (loose grained) soil material occurs when the shear pressure exerted by the water on the soil is greater than the resistance the soil provides. This dimensionless ratio (the
Shields parameter
The Shields parameter, also called the Shields criterion or Shields number, is a nondimensional number used to calculate the initiation of motion of sediment in a fluid flow. It is a dimensionalization of a shear stress, and is typically denoted \ ...
) was first described by Albert Shields and reads:
:
,
where:
*
is the critical bottom
shear stress
Shear stress (often denoted by , Greek alphabet, Greek: tau) is the component of stress (physics), stress coplanar with a material cross section. It arises from the shear force, the component of force vector parallel to the material cross secti ...
;
*
is the
density
Density (volumetric mass density or specific mass) is the ratio of a substance's mass to its volume. The symbol most often used for density is ''ρ'' (the lower case Greek letter rho), although the Latin letter ''D'' (or ''d'') can also be u ...
of the sediment;
*
is the density of water;
*
is the acceleration of
gravity
In physics, gravity (), also known as gravitation or a gravitational interaction, is a fundamental interaction, a mutual attraction between all massive particles. On Earth, gravity takes a slightly different meaning: the observed force b ...
;
*
is the diameter of the sediment.
The shear stress that works on the bottom (with a normal uniform flow along a slope) is:
:
,
where:
*
is the shear tension exerted by the flow on the bed;
*
is the water depth;
*
is the
gradient
In vector calculus, the gradient of a scalar-valued differentiable function f of several variables is the vector field (or vector-valued function) \nabla f whose value at a point p gives the direction and the rate of fastest increase. The g ...
(= the slope of the current).
It is important to realise that
is the shear stress exerted by the flow (i.e. a property of the flow) and
is the shear stress at which the grains move (i.e. a property of the grains).
The shear stress velocity is often used instead of the shear stress:
:
The shear stress velocity has the dimension of a velocity (m/s), but is actually a representation of the shear stress. So the shear stress velocity can never be measured with a velocity meter.
By using the shear stress velocity, the Shields parameter can also be written as:
:
where:
*
is the dimensionless grain density
Shields found that the parameter
is a function of
, in which
is the kinematic
viscosity
Viscosity is a measure of a fluid's rate-dependent drag (physics), resistance to a change in shape or to movement of its neighboring portions relative to one another. For liquids, it corresponds to the informal concept of ''thickness''; for e ...
. This parameter is also called the granular
reynolds number
In fluid dynamics, the Reynolds number () is a dimensionless quantity that helps predict fluid flow patterns in different situations by measuring the ratio between Inertia, inertial and viscous forces. At low Reynolds numbers, flows tend to ...
:
:
Shields has performed tests with grains of different densities, and the found value of
plotted as a function of
. This led to the above graph.
Van Rijn found that instead of the granular reynolds number a dimensionless grain size could be used:
:
Because usually the values of
are quite constant, the true grain size can also be set on the horizontal axis (see right figure b). This means that the value of
is only a function of the grain diameter and can be read directly.

.
From this follows that for grains greater than 5 mm the Shields parameter gets a constant value of 0,055.
The gradient of a river (''I'') can be determined by
Chézy formula Chézy may refer to:
; People
* Antoine de Chézy (1718–1798), French hydraulic engineer
* Antoine-Léonard de Chézy
Antoine-Léonard de Chézy (15 January 177331 August 1832) was a French orientalist and one of the first European scholars of ...
:
:
in which
= the coefficiënt of Chézy (); This is often in the order 50 (). For a flat bed (i.e. without ripples) C can be approximated with:
:
[ ]
By introducing this into the stability formula, a critical grain size formula is found at a given flow rate:
:
In this form, the stability relationship is usually called the "Shields formula".
Definition of "incipient motion"
The line of Shields (and of Van Rijn) in the graph is the separation between "movement" and "no movement". Shields has defined as "movement" that almost all grains move on the bottom. This is a useful definition for defining the beginning of sand transport by flow. However, if one wants to protect a bed from erosion, the requirement is that grains should hardly move. To make this operational, Breusers defined 7 phases of movement in 1969:
# Every now and then a moving stone
# Frequent movement in some places
# Frequent movement in several places
# Frequent movement in many places
# Continuous movement at all points
# Transport of all grains at the bottom
These phases are shown in the figure below:

In practice, this means that for bed protections (where the grain is always larger than 5mm), a design value of Ψ=0.03 must be used.
Calculation Example
Question: At what speed of flow does sand of 0.2cm move at a water depth of 1m?
:The Chézy value then becomes ''C'' = 62 (this is a high value, so a smooth soil; This is because we assume there are no ridges). Filled in this gives a speed of 0.83 m/s.
Question: What stone size is needed to defend this soil against a current of 2 m/s?
:This cannot be solved directly, first an assumption must be made for the ''d''. Take a stone size of 5cm. That gives a Chézy value of 37. When this is entered in the Shields formula it gives a stone size of 5.7cm. The 5cm was a little too small. By trying, a stone size of 6.5cm is finally found. (In this case,
Izbash's formula gives 6.3cm)
Restrictions
The Shields approach is based on a uniform, permanent flow with a turbulence generated by the bed roughness (i.e. no additional turbulence by a for example a propeller current). In the case of a rough bed in shallow water, and in case of unusual turbulence, the
Izbash's formula is therefore more recommended.
[
]
References
{{Reflist
Hydrology
Geomorphology
Curves
Rivers
Sedimentology