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It is accepted that a bolt preloaded to a fixed value is safer than a bolt simply tightened to
an arbitrary value. A preload of about 80% of the proof strength of the bolt material is
normally used.
Assume a bolt is used to clamp a joint to a set preload value and the bolt has a low stiffness
and the joint has a very high stiffness. An external load is applied to tend separate the
joint. Part of this load will cause the further extension of the bolt (increase in bolt
load). Part of the load will result in a reduction of the compressive load on the joint. e.g. If
a high preload has resulted from a stretching of the bolt of 1mm and a compression of the
joint by only 0.001mm then an external load sufficient to achieve joint separation will only
increase on loading of the bolt by about 0,001mm/1mm (0,1%) x preload . That is, if the
joint is subject to a fluctuating load of 50% of the seperating force, The bolt will
expererience a negligible (0,05%) variation in tension. The bolt tension will be near
constant.
It is noted that using longer small diameter bolts to clamp surfaces results in relatively
uniform bolt loading under varying external forces with reduced risk of fatigue loading.
Assuming the assembly is bolted with a bolt preload of Fp and an external load F eis applied..
Joint separation will occur when Fe = F (total load on the bolt) .. i.e when no load is being
taken by the joint
For an infinitely stiff bolt, separation will never occur as all of the external load will be
applied directly to the bolt with no resulting extension..
For a infinitely stiff joint separation will take place when the external load exceeds the
preload.
On application of an external force Fe. Some of the force will used to increase the preload
on the bolt and some will be used to reduce the loading on the joint . The bolt loading
diagram below shows the loading regime on the bolt and joint
Bolted Joint diagram
The determination of the proportion of the load taken by the bolt and by the joint is
calculated using the component stiffness values.
The stiffness is effectively the same as the Spring Rate ..
Stiffness = k = F /
Stiffness Considerations
Bolt stiffness
If the bolt length clamping the joint includes a number of different sections then the
resulting stiffness is determined using the relationship .
To allow for a certain degree of elasticity of the bolt head and nut a correction factor is often
used modify the length used in the stiffness calculations as shown below..
The stiffness of the bolt results from the stiffness of the bolt shank (dia d s ) and the stiffness
of the bolt thread (root dia dr ).
The length used to calculate the shank stiffness = L se = L s + 0,4d s
The length used for the threaded length section = = L te = L t + 0,4d r
Joint Stiffness
Note: It is very difficult to calculated the stiffness of a joint e.g one based on holes drilled in
a plate. A rough approximation can be made by assuming joint is an annulus with and OD
of 2,5 times the bolt dia and an ID = bolt diameter.
Additional notes on evaluating the joint stiffness are provided on page Joint Stiffness
The mitcalc software (links below) is useful for obtaining a stiffness value of a joint.
The relationship E = stress /strain =
A joint preloaded with a force Fp is then subject to an additional load Fe which tends to
separate the joint. The resulting deflection of the joint and bolt are the same providing that
Fe is less than the separation force.
It follows that
Following application of the external force the resulting total force on the bolt =
Thermal Loading
If all of the materials of the joint and the bolt are the same then any changes in
temperature will have negligible effect of the joint loadings. However if the joint materials
have coefficients of thermal expansion different to the bolt material changes in the joint
loading result from changes in temperature...
Note: If there is a temperature fall then clearly T1 would be greater that T2 and
negative
T would be
The initial tension in a bolt is crudely estimated for a bolt tightened by hand by an
experienced mechanic as follows. The tension resulting from this equation would be
reasonable safe for M8- 8,8 grade bolts and above.
Fp = K*d
Fp = Preload (N)
N/m to 2.8 x 10
N /m
For a bolt tightened with a torque wrench the torque required to provide an initial bolt
tension may be approximated by the formula..
T = Fp * K * d
Typical K factors
Steel Thread Condition
as received, stainless on mild or
alloy
K
0,30
0,20
0,16
0.14
0.12
Note: Relevant formulea for calculating Power thread torques and efficiencies are derived on
webpage Power Screw Equations
is the thread angle / 2 ( = 30 o for standard metric threads & = 29 o/2 for
acme threads).
Note: Friction values are found on this site on the coefficient of friction page..Coefficient of
Friction
It can be proved that the majority of the torque is required to overcome the thread and
collar friction forces (approx 90%). Therefore any error in the value of the friction
coefficient will have a large variation on the bolt tensile load. The above formula is in
essence not a lot more accurate than the approximate formulae above.
Note:
A very simplified version of this formula can be derive by assuming
d , = 30o. rc = 0.625 d.
If the denominator is simplified to .dm The equation reduces to
T = Fp (0,159.p + 1,156.
c = , d m = 0.92
.d )
This provides a very crude relationship between the torque and the resulting bolt tension for a standard hex
screw with no washer..
For important bolting applications it is recommended that the bolt preload is is determined
using direct bolt tension measuring techniques - see notes below.
In tightening a bolt stress is induced as a result of the bolt tension and bolt torque.. The
combined resulting shear stress is calculated as follows
Tf = Thread torque(N.m)
This formula is relatively conservative. For less conservative designs A r can be replaced by
A t as defined on page Thread calcs
and d r can be replaced by d t = Sqrt( 4.A t/ )
In general for static loading, the maximum shear stress in a bolt should not exceed about
75% of the shear yield stress of the material. For variable loading the bolt should be
designed for endurance stress levels. Bolts subject to dynamic loading often lose their
initial torsion stress because the nut/bolt head tends to slip back if the collar friction is not
sufficient.
High strength friction grip bolts and nuts require to be tensioned in accordance with BS
4604 which specifies min. loads to be achieved (see Table 1). It also specifies three
methods of determining bolt tension, i.e.:
i) Torque Control
ii) Part Turn of Nut
iii) Direct Tension Measurement
Torque Wrench
This method is sometimes known erroneously as "torque control". The bolts are tensioned in
a tension calibrator on the site. The wrench is then set to cut out at that torque (the
wrench becomes "calibrated"), and then all similar bolts that day are installed to that torque
after the joint is snugged first. Rotation during the tightening process must be limited to a
specific value. Actual results of tension in bolts produced by this method are acknowledged
to be highly variable, even when this method is followed exactly.
Turn Of Nut
After snugging the joint, the bolt shank and nut is marked and then a specific amount of
rotation is induced between the nut and the bolt. The amount of rotation differs for
different bolt lengths and diameters and therefore must be known and understood by the
bolt installers in advance. The success of the method is dependent on a correct snugging
of the joint, and is dependent on the bolt head being held from turning so the bolt does not
spin in the hole.
Note: Turn-of-nut does not work correctly when the steel surfaces are coated with a
compressible coating such as high paint thickness or hot dipped galvanized zinc.
Using ultrasonics instruments..Accurate and not expensive over the long term.
Some skill required
Note:
Using heat is based on heating the bolt(and nut) to a set temperature. The bolt is inserted
quickly and the nut tightened snugly. The bolt is then allowed to cool and the contraction
results in the required tension. If a tension Fp is required for a bolt with a CSA of Ab then
the required bolt stress is calculated = F p / Ab
The bolt is heated to a temperature of
T = [ /(E.e)] + T
+/- 35%
+/- 25%
+/- 15%
+/- 10%
+/- 5%
+/- (1% to 10%)
+/- 1%