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SPECIFICATION
Handbook for Bolted Joint Design
NCSX-CRIT-BOLT-00
20February2007
Preparedby:__________________________________________________________________________
HM.Fan
Concur:______________________________________________________________________________
D.Williamson,ModularCoilSystem(WBS14)Manager
Concur:______________________________________________________________________________
B.Nelson,RLMforStellaratorCoreSystems(WBS1)DesignandProcurements
Concur:______________________________________________________________________________
L.Dudek,RLMforStellaratorCoreSystems(WBS1)OnsiteFabrication
Concur:______________________________________________________________________________
P.Heitzenroeder,PPPLMechanicalEngineeringDivisionHead
Concur:______________________________________________________________________________
J.Levine,ES&H
Concur:______________________________________________________________________________
J.Malsbury,QualityAssurance
Approvedby:_________________________________________________________________________
W.Reiersen,EngineeringManager
ControlledDocument
Thisisacontrolleddocument.ChecktheNCSXEngineeringWebpriortousetoassurethatthisdocumentiscurrent.
HandbookforBoltedJointDesign
NCSXCRITBOLT00
RecordofRevisions
Revision
Rev.0
Date
ECP
2/20/07
DescriptionofChange
Initialissue
ii
HandbookforBoltedJointDesign
NCSXCRITBOLT00
TableofContents
1
Introduction...........................................................................................................................................................1
Boltedjointdesignmethodology..........................................................................................................................1
2.1
Criticalstressareasofboltthreads[1]................................................................................................................1
2.1.1
Tensilestressareaoftheexternalthread(bolt)..........................................................................................1
2.1.2
Shearareaoftheexternalthread(bolt).......................................................................................................1
2.1.3
Shearareaoftheinternalthread.................................................................................................................2
2.2
Requiredlengthofthreadengagement[1]..........................................................................................................2
2.3
Preloadedbolts....................................................................................................................................................3
2.3.1
Recommendedpreload................................................................................................................................4
2.3.2
Methodsofapplyingandmeasuringpreload..............................................................................................4
2.3.3
Preloadrelaxation.......................................................................................................................................5
2.3.4
ApplicationSpecificTesting[2].................................................................................................................6
2.3.5
Retorquingofpreloadedbolts[2]..............................................................................................................7
2.3.6
Jointstiffness...............................................................................................................................................7
2.3.7
Changeinpreload.......................................................................................................................................8
2.3.7.1
Differentcoefficientsofthermalexpansionandtemperaturechange[3]...............................................8
2.3.7.2
Changeinelasticitywithtemperaturechange........................................................................................8
2.3.7.3
Creepinthejointmaterials.....................................................................................................................9
2.3.7.4
Externalload[3]......................................................................................................................................9
2.3.8
Relationshipbetweenboltfatiguelifeandboltpreload.............................................................................9
2.3.9
PreloadforBoltsinShear.........................................................................................................................10
2.3.10
BoltBending.............................................................................................................................................10
Designcriteria.....................................................................................................................................................10
3.1
Boltstrengthcriteria..........................................................................................................................................10
3.2
Jointstrengthcriteria.........................................................................................................................................11
3.3
Boltfatiguecriteria...........................................................................................................................................12
References............................................................................................................................................................12
Appendices...........................................................................................................................................................13
5.1
Screwthreadterminology.................................................................................................................................13
5.2
Unifiedthreadstandard.....................................................................................................................................13
5.2.1
Origins.......................................................................................................................................................13
5.2.2
Technicalinformation...............................................................................................................................14
5.2.2.1
Formandpitch......................................................................................................................................14
iii
HandbookforBoltedJointDesign
5.2.2.2
Gauging.................................................................................................................................................14
5.2.2.3
Classofthread.......................................................................................................................................15
5.2.3
Relatedinformation...................................................................................................................................15
5.2.3.1
5.3
NCSXCRITBOLT00
Externallinks........................................................................................................................................15
Unifiedscrewthreaddimensions......................................................................................................................16
iv
HandbookforBoltedJointDesign
NCSXCRITBOLT00
INTRODUCTION
Thepurposeofthisdocumentistodefinethemethodologytobeusedinevaluatingtheperformanceofaboltedjoint
on the NCSX project. The methodology is derived from engineering practices discussed in the referenced
documents. ThishandbookiscomplementaryandsupplementaltotheNCSXStructuralandCryogenicDesign
Criteria(NCSXCRITCRYO00).
DesignequationsaretakenfromthereferencedocumentsinwhichEnglishunitsareused.
2
BOLTEDJOINTDESIGNMETHODOLOGY
2.1
Criticalstressareasofboltthreads[1]
Thecriticalareasofstressofmatingthreadsare:
2.1.1
Tensilestressareaoftheexternalthread(bolt)
Forsteelsofupto100,000psiultimatetensilestrength,thetensilestressareaoftheboltthreadA tis
A
t
0.9743
where
D=basicmajordiameterofthethread(in)
n=numberofthreadsperinch
Forsteelsofover100,000psiultimatetensilestrength,thetensilestressareaoftheboltthreadis
A
t
s , min
0.16238
where
Es,min=minimumpitchdiameterofexternalthread(in)
2.1.2
Shearareaoftheexternalthread(bolt)
Theshearareaoftheexternalthread(bolt),whichdependsprincipallyontheminordiameterofthetappedhole,is
As
L e K n , max
where
Kn,max=maximumminordiameterofinternalthread(in)
Le=fastenerengagementlength(in)
HandbookforBoltedJointDesign
2.1.3
NCSXCRITBOLT00
Shearareaoftheinternalthread
Theshearareaoftheinternalthread(hole),whichdependsprincipallyonthemajordiameteroftheexternalthread,
is
A
s , min
0.57735 n D
s , min
n , max
where
Ds,min=minimummajordiameterofexternalthread(in)
En,max=maximumpitchdiameterofinternalthread(in)
2.2
Requiredlengthofthreadengagement[1]
Iffailureofathreadedassemblyshouldoccur,itispreferableforthebolttobreakratherthanhaveeitherthe
externalorinternalthreadstripbecausethefailureismucheasiertodetect.Inotherwords,thelengthofengagement
of matingthreads shouldbe sufficient tocarry thefull loadnecessary tobreak thescrew without the threads
stripping.
Ifmatinginternalandexternalthreadsaremanufacturedofmaterialshavingequaltensilestrengths,thentoprevent
strippingoftheexternalthread,thelengthofengagementshouldbenotlessthan
2 At
L e , min
K n , max
Thisisequivalenttosayingthattheshearareamustbeatleasttwicethetensileareainordertoensurethatstripping
ofthethreaddoesnotoccur.(Thisvalueisslightlylargerthanrequiredandthusprovidesasmallfactorofsafety
againststripping.)
Iftheinternalthreadismadeofmaterialoflowerstrengththantheexternalthread,strippingoftheinternalthread
maytakeplacebeforethescrewbreaks.Todeterminewhetherthisconditionexists,itisnecessarytocalculatethe
factorJfortherelativestrengthoftheexternalandinternalthreadswhere
A
J
T
s
An Tn
where
Ts=tensilestrengthoftheexternalthread(bolt)material(psi)
Tn=tensilestrengthoftheinternalthread(hole)material(psi).
IfthefactorJislessthanorequalto1,thelengthofengagementisadequatetopreventstrippingoftheinternal
thread. IfJisgreaterthan1,therequiredlengthofengagementQtopreventstrippingoftheinternalthreadis
obtainedbymultiplyingtheminimumlengthofengagementLe,minbyJ.
Q J L e , min
Foraboltedjointwithatappedhole,ifthematerialoftappedholehaslowerstrengththanthebolt,thethread
engagementlengthshouldbeatleastequaltoQinordertopreventthestrippingofinternalthreadbeforethefailure
ofbolt.IfthethreadengagementlengthislessthenQ,themagnitudeoftheboltpreloadmustbereduced.
Equivalently,therearethreefailurestoconsider:
HandbookforBoltedJointDesign
NCSXCRITBOLT00
Threads strip at the roots of the bolt teeth (nut material is stronger, engagement is inadequate)
Threads strip at the roots of the nut threads (bolt material is stronger, engagement is inadequate)
Forthebolttobreakbeforethethreadsstrip,thefollowingtwoconditionsmustexist
T A
s t
T A
s t
T
s
2
T
n
2
Iftheboltdoesnotbreakbeforethethreadsstrip,thenthethreadswillstripattherootoftheboltteethif
Tn An
Ts A s
Otherwise,thethreadswillstripattherootsofthenutthreads.
TheforceFrequiredtoeitherstripthethreadsofaboltornutorbreaktheboltis
F min
2.3
Ts At ,
T
s
2
As ,
T
n
2
An
Preloadedbolts
Highpreloadtensionincreasesjointstrength,createsfrictionbetweenpartstoresistshear,andimprovesthefatigue
resistanceofboltedconnections.Boltpreloadinjointsshouldbehighenoughtomaintainjointmembersincontact
andincompression.Lossofcompressioninajointmayresultinlooseningoffastenersunderconditionsofcyclic
loading,andreductionoffastenerfatiguelife.
2.3.1
Recommendedpreload
Thepreloadshouldbesettoavoidpermanentdeformationinthebolt.TherecommendedmaximumpreloadP 0is
P0 , max
c u At S p , s
where
Sp,s=proofstrengthofbolt(psi)
cu=0.75forreusableconnections,0.9forpermanentconnections.
Theproofstrengthisthestressthatcanbetoleratedwithoutanypermanentdeformationandcanbeapproximatedby
85%oftheyieldstrength.
2.3.2
Methodsofapplyingandmeasuringpreload
Oncetherequiredpreloadhasbeendetermined,oneofthebestwaystobesurethataboltisproperlytensionedisto
measureitstensiondirectlywithastraingage.Thechoiceofmethodoftensioningshouldbebasedontherequired
accuracy and relative costs. The accuracy of various bolt preload application methods has been tabulated in
literature.ExamplesareshowninTable1andTable2.Significantdifferencesinrecommendedvaluescanbeseen.
HandbookforBoltedJointDesign
NCSXCRITBOLT00
Table1Accuracyofboltpreloadapplicationmethods[1]
Method
By feel
Torque wrench
Turn-of-nut
Preload indicating washer
Strain gages
Computer-controlled wrench
below yield (turn-of-nut)
yield-point sensing
Bolt elongation
Ultrasonic sensing
Accuracy
35%
25%
15%
10%
1%
15%
8%
3-5%
1%
Table2Accuracyofboltpreloadapplicationmethods[2]
Method
Torque measurement
Un-lubricated bolts
Cad-plated bolts
Lubricated bolts
Hydraulic tensioners
Preload indicating washers
Ultrasonic (UT) measuring
devices
Bolt elongation measurement
Instrumented bolts
Accuracy
35%
30%
25%
15%
10%
10%
5%
5%
Torqueisrelativelyeasytomeasurewithatorquewrench,soitisthemostfrequentlyusedindicatorofbolttension.
Unfortunately,atorquewrenchdoesnotmeasurebolttensionaccurately,mainlybecauseitdoesnottakefriction
intoaccount.Thefrictiondependsonbolt,nut,andwashermaterial,surfacesmoothness,degreeoflubrication,and
thenumberoftimesabolthasbeeninstalled.Fastenermanufacturersoftenprovideinformationfordetermining
torquerequirementsfortighteningvariousbolts.Ifthisinformationisnotavailable,themaximumandminimum
expectedpreloadsforboltdiameterinthejointcanbeestimatedusingtheequationsbelow[3].
P0 , nom
T
KD
P0 , max P0 , nom
1 u
P0 , nom
1 u
P0 , min
Prelax
where
P0,nom=nominalboltpreload
Po,max=maximumexpectedboltpreload(lb)
Po,min=minimumexpectedboltpreload(lb)
T=appliedtorque(inlb)
K=typicalnutfactor,0.11to0.15forlubricatedfastenersand0.2forunlubricatedfasteners,
D=nominalfastener(shank)diameter(in)
HandbookforBoltedJointDesign
NCSXCRITBOLT00
u=preloaduncertaintyfactor,typically25%
Prelax=axialboltpreloadloss(lb),typically5%ofPo,min
Asanalternativetothetypicalnutfactormethodofdeterminingpreload,thetorquepreloadrelationshipscanbe
determinedexperimentally. Here,thetorquepreloadrelationshipsare determinedbydirect measurementstaken
frominstrumentedjointspecimens.Statisticaldataisrecordedforthetorquerequiredtoachieveadesiredboltforce.
Preloadlosscanalsobemeasuredovertime.
Boltelongationisdirectlyproportionaltoaxialstresswhentheappliedstressiswithintheelasticrangeofthe
material.Ifbothendsofaboltareaccessible,amicrometermeasurementofboltlengthmadebeforeandafterthe
applicationoftensionwillensuretherequiredaxialstressisapplied.
Theultrasonicmethodofmeasuringelongationusesasoundpulse,generatedatoneendofaboltthattravelsthe
lengthofabolt,bouncesoffthefarend,andreturnstothesoundgeneratorinameasuredperiodoftime.Thetime
requiredforthesoundpulsetoreturndependsonthelengthoftheboltandthespeedofsoundintheboltmaterial.
Thespeedofsoundintheboltdependsonthematerial,thetemperature,andthestresslevel.Forshortbolts(L/Dof
lessthan4:1)significantuncertaintymaybedominatedbytheuncertaintyingripandthreadlengthsthatdetermine
theeffectivelengthofthefastener.
Theturnofnutmethodappliespreloadbyturninganutthroughananglethatcorrespondstoagivenelongation.
Themethodofcalculatingthenutturnanglerequireselongationoftheboltwithoutacorrespondingcompressionof
thejointmaterial.Theturnofnutmethod,therefore,isnotvalidifthereisasignificantdeformationofthenutand
jointmaterialrelativetothatofthebolt.Thenutturnanglewouldthenhavetobedeterminedempiricallyusinga
simulatedjointandatensionmeasuringdevice.
2.3.3
Preloadrelaxation
Preloadrelaxationmayresultoveraperiodofminutestohoursafterthefirstapplicationofthepreloaddueto:
Excess bearing stress under nuts and bolt heads caused by local yielding
Retighteningafterseveralminutestoseveraldaysmayberequired.Asageneralrule,anallowanceforlossof
preloadofabout5percent[3]maybemadewhendesigningajoint.
Overanextendedperiodoftime,preloadmaybereducedorcompletelylostdueto:
Vibration;
Temperaturecycling,includingchangesinambienttemperature;
Creepofthejointmaterials;and
Jointloads
Theuseoflockingmethodsthatpreventrelativemotionofthejointmayreducetheproblemofpreloadrelaxation
duetovibrationandtemperaturecycling.Creepisgenerallyaneffectofsoftermaterialorboltmaterialatelevated
temperature.Differencesinthermalexpansionoftheboltsandflangematerialsthatmightcausepreloadtoincrease
ordecreasemustbetakenintoconsideration.
2.3.4
ApplicationSpecificTesting[2]
Applicationspecifictestingreferstotestconditionsthatcloselyresembletheactualconfiguration. Thepreload
uncertainties defined above can be used for small fasteners. Application specific testing is required for large
fasteners.Ingeneral,afastenerisconsideredlargeifithasadiameter>3/4. Anapplicationspecifictestmust
includethefollowingitems:
HandbookforBoltedJointDesign
1.
NCSXCRITBOLT00
Preloadtests
a.
Samelubricants
b.
Samethreadform
c.
Sameboltdiameter
d.
Sametype/sizeoftightenedelement(nutorbolthead)
e.
Samejointconfiguration
i. Thickness
ii. Material(s)
iii. Surfacefinish
iv. Washer(s)
v. Nut/nutplate/insert
f.
2.
Sametoolfortightening
Preloadlosstests
a.
Samepreloadlevel
b.
Samelengthofthreadengagement
c.
Sameboltheadandnuttype/size/material
d.
Sameboltdiameter
e.
Samejointconfiguration
i. Material(s)
ii. Surfacefinish
iii. Washer(s)
iv. Numberofjointinterfaces
f.
3.
Sameanglebetweenbolthead/nutandjointinterface
CoefficientofFrictionTestsforFlangeandShimPlatesifnotavailablefromotherresource.
Caremustbetakentomaintainthecalibrationoftorqueandloadindicators. Preloadtestshallincludeboththe
throughboltjointandtappedboltjoint.Thepreloadlossshallevaluatetheshorttermpreloadrelaxationandcreep
ofthejointmaterials,butnottheeffectsofvibrationandthethermalcycling. Additionaljointstiffnessmaybe
determined either by analysis or an application specific test. Fatigue SN data may be obtained from the
manufacture.
The torquepreload relationships and the preload loss are determined by direct measurements taken from
instrumentedjointspecimens.Avalidapplicationspecifictestmustincludeanadequatesampleandanacceptable
statisticalanalysis.
2.3.5
Retorquingofpreloadedbolts[2]
Retorquingofpreloadedboltsusingtorquemeasurementsasthemeansofdeterminingthepreloadoftenresultsin
unexpected preload values. If torque measurements are used to determine the preload in bolts which have
undergoneoneormoreinstallationcycles,theyrequire
Applicationspecifictesting,or
HandbookforBoltedJointDesign
NCSXCRITBOLT00
Directmeasurementoranymethodthatdoesnotrelyontorquemeasurement.
An installationcycle isdefined asa procedure which produces a positivetorque (increases preload) and then
subsequentlyanegativetorque(decreasespreload)onabolt.Apreloadedboltisinitsfirstinstallationcycleuntilit
issubjecttoanegativetorqueforthefirsttime.Therefore,aboltthathaslostpreloadduetorelaxationbutasnot
beensubjecttoanegativetorquemayberetorquedandstillconsideredtobeinitsfirstinstallationcycle.
2.3.6
Jointstiffness
Considerajointthatconsistsofanumberofelementsstackedontopofoneanother.ThegriplengthL gismeasured
fromthebottomoftheboltornut(ifused).Ifatappedholeisused,thegriplengthismeasuredtothemiddleofthe
engagementlength.Thestiffnessofanindividualelementkiisequalto
E A
i i
ki
Li
Li
Lg
Where
Ei=theelasticmodulusoftheelement
Ai=theareaoftheelementintheplanenormaltothebolt
Li=thethicknessoftheelement
Wherethereisachangeinarea,e.g.throughaflange,itmaybeassumedthattheeffectiveareagrowsalonga45
angle.Alternatively,theequivalentcylindermethod[6]maybeusedtocalculatetheeffectivearea.Thesemethods
areapproximate.Finiteelementanalysisandtestingarebetteroptionsforevaluatingthejointstiffness.
Thestiffnessoftheboltresultsfromthestiffnessoftheboltshankandthestiffnessoftheboltthread.Aboltedjoint
canincludeanumberofseparatepartsandtheindividualpartstiffnesscanbecalculatedapproximately.Thejoint
stiffnesskjisrelatedtotheindividualstiffnessvaluesasshownbelow.
1
k
n
1
1
k
where
n=numberofelementsinthejoint
kj=jointstiffness(lb/in)
Thetotalstiffnessktis
kt
k j kb
k j kb
2.3.7
Changeinpreload
Theboltpreloadmaychangeduetoanumberofeffectsincluding
Differentcoefficientsofthermalexpansionandtemperaturechange
Changeinelasticitywithtemperaturechange
Creepofthejointmaterials
Externalload
HandbookforBoltedJointDesign
2.3.7.1
NCSXCRITBOLT00
Differentcoefficientsofthermalexpansionandtemperaturechange
( T ) dT
i
T0
th , i
Tf
L T
0
where
i=thecoefficientofthermalexpansionfortheithelement.
ThechangeinpreloadPis
P k t
2.3.7.2
Li th , i
L g th , b
Changeinelasticitywithtemperaturechange
Achangeinelasticitywithtemperaturecanresultinachangeinpreload.Letk t,0representthetotaljoint(boltplus
joint)stiffnessattheinstallationtemperatureandk t,1representthetotaljointstiffnessatoperatingtemperature.IfP 0
istheinstallationpreload,thechangeinpreloadPis
P
k
t ,0
2.3.7.3
t ,1
P0
Creepinthejointmaterials
Creepisgenerallycharacteristicofsoftmaterialsormaterialsatelevatedhightemperature.Ifthecreepdeformation
c(anegativenumber)isknown,thechangeinpreloadPis
P k t c .
2.3.7.4
Externalload[3]
Pe , b Pe , j
Forcommonjointdesignstheloadiscarriedsomewherenearthemidplaneofeachflange.Theloadingplanefactor
misdefinedastheratioofthedistancebetweenloadingplanesdividedbythetotalthicknessofthejoint.
Theresultingpreloadchangesontheboltandjointare
mk b
Pe , b
Pe , j
(1
kb k j
Pe
mk b
kb k j
) Pe
HandbookforBoltedJointDesign
2.3.8
NCSXCRITBOLT00
Relationshipbetweenboltfatiguelifeandboltpreload
Fatiguelifeofaboltisdeterminedbythemagnitudesofmeanandalternatingstressimposedontheboltbyexternal
cyclicloads.Ifthereisnoboltpreloadinloadedboltjoint,theboltloadisequaltothejointload.However,if
preloadisappliedtothebolt,thejointiscompressedandboltloadchangesmoreslowlythanthejointloadasshown
inSection2.3.7.4becausesomeoftheloadisabsorbedasareductionofcompressioninthejoint.Thiscondition
resultsinaconsiderablereductionincyclicboltloadvariationandtherebyincreasesthefatiguelifeofthefastener.
FatiguelifeusuallypresentedintheformofSNdiagrams,whereSstandsforstressamplitudeandNfornumberof
cycleofappliedload.Thestressconcentrationpointsatthethreadrootsandtheheadtobodyfilletsarethemajor
factor,whichaffectfatiguelife.
2.3.9
PreloadforBoltsinShear
Joints required to resist shear are designed as either frictiontype or bearingtype connections. When shear
connectionssubjectedtostressreversal,severestressfluctuation,orwhereslippagewouldbeundesirable,AISC[4]
recommendsusingafrictiontypeconnection.
Inshearloadedjointswithmembersthatslide,thejointmemberstransmitshearloadstotheboltsinthejointand
thepreloadmustbesufficienttoholdthejointmembersincontactandwithoutadditionalslidingduringthestress
cycle.Therefore,theboltsaresubjectedtobothtensileandshearloadingsimultaneously.
Injointsthatdonotslide,shearloadsaretransmittedwithinthejointbyfrictionalforcesthatmainlyresultfromthe
preload.Therefore,preloadmustbegreatenoughfortheresultingfrictionforcestobegreaterthantheappliedshear
force.
Shearloadsarealsoproducedduetopreloadtorque.Theshearstressinducedintheboltduringapplicationofthe
preloadmustalsobeconsideredintheboltedjointdesign. Jointswithcombinedaxialandshearloadsmustbe
analyzedtoensurethattheboltswillnotfailintension,shearorcombinedtensionandshear.
2.3.10
BoltBending
Boltbendingmayresultfromdoubleshear,misalignmentduringassembly,useoflongspacers,pryingaction,or
fromflangesthatareseveralordersofmagnitudestifferthanthebolt.Inthelattercasetheflangetendstorotateas
arigidbody,forcingtheheadofthebolttorotatewhichappliesmomentloadingtothebolt.
3
DESIGNCRITERIA
Ingeneral,forpreloadedjointstoworkeffectivelytheymustmeetthefollowingcriteria:
Theboltmusthaveadequatestrength.
Thejointmusthaveadequatestrength
Theboltmusthaveadequatefatiguelife
Themaximumandminimumpreloadsmustbedeterminedtakingintoaccountthefollowingconsiderations:
Typicaluncertaintypreloadvalueortheapplicationspecifictest,
Positiveandnegativethermaleffects,and
Expectedpreloadloss.
HandbookforBoltedJointDesign
NCSXCRITBOLT00
TheallowablestresscriteriaaredefinedintheNCSXStructuralandCryogenicDesignCriteria[5].Theshearloads
andtensileloadsduetoboltpreloadandexternalloadsshallbecalculatedfromtheoreticalorempiricalequations
andthefiniteelementanalysis.
3.1
Boltstrengthcriteria
a.
Thethreadengagementlengthoftheboltshallprovideadequatestrengthforthemaximumbolttension
duringinstallationandoperatingconditions
b.
Maximumbolttensionshallbedeterminedfromthemaximumboltpreload,preloadloss,thermaleffects,
andtheexternalloads.
c.
Ifpreloadprocedureinvolvesthebolttensionandbolttorque,thecombinedtensilestress(vonMises
stress)vm[1]andthemaximumshearstressmaxdeterminedbytheMohrscirclecanbecalculatedfrom
thefollowingequations.
vm
max
2
s
2
s
0.5
0.5
wheretistheaxialappliedtensilestressandsistheshearstresscausedbythetorsionloadapplication.
d.
Themaximumboltpreloadshallbelimitedbytheaxialtensileallowableofbolttensileareaandthebolt
threadsheararea.
e.
Iftheboltissubjectedtobothtensileandshearloadingsimultaneously,thefollowingrelationshipmust
holdtrueforthemaximumboltaxialload[3]
R
2
3
R
1
t
s
whereRtistheratioofmaximumaxialloadtoaxialloadallowableandR sistheratioofshearloadtoshear
loadallowable.
f.
If combined tension, shear, and bending are experienced, the following interaction equation must be
satisfied[3]
(R
R )
t
3
1
s
whereRbistheratioofmaximumbendingloadtobendingloadallowable.
g.
3.2
Alockingdeviceshallbeusedtopreventfailureduetoloosebolts.
Jointstrengthcriteria
a.
TheseparationofapreloadedjointmustnotoccurduetoanexternalloadP e.Separationoccurswhenthe
decreaseintheloadonthejointPe,j(perSection2.3.7.4)exceedstheminimumpreload.
b.
Themaximumaxialboltloadshallbeusedtocalculatethebearingstressunderthebolthead,nut,washer,
andtheinsulationmaterial.
c.
Thewashershallbebigenoughtospreadthemaximumpreloadontheflangeortheinsulationmaterial.
Thusthewasherthicknessshallprovideenoughstrengthforthebendingandshearstressunderthebearing
load.
d.
Theminimumboltpreloadshallbeusedtocalculatethefrictionforce.
e.
Theallowablecoefficient offriction(a)mustalwaysbedeterminedinaconservativemanner.Testing
underrepresentativeconditionsshouldbeperformedinordertodeterminetheallowablecoefficient of
friction.
10
HandbookforBoltedJointDesign
f.
NCSXCRITBOLT00
Frictioncoefficientextremesmustbeconsideredasanticipatedupsetconditionsinthedesign. Friction
coefficientextremesshallbedeterminedasfollows:
a min
a max
a 0.15
Forallowablecoefficientsoffrictionabove0.45,use
min
a max
2
a
3
4
a
3
g.
Iftheboltisloadedinshear,bearingstressmayoccurastheboltispressedagainstthesideofthebushing.
Theallowablebearingstressshallbelimitedtotheyieldstrengthattemperature.
h.
Inshearloadedjoints,withmembersthatslide,thejointmemberstransmitshearloadstotheboltandthe
minimumpreloadmustbesufficienttoholdthejointmembersincontactandwithoutadditionalsliding
duringthestresscycle.
3.3
Boltfatiguecriteria
Thepreloadstresslevelandthecyclicstressvariationshallprovideacceptablefatiguelife.
4
REFERENCES
[1]Oberg,E.,Jones.F.,Horton,H.,andRyffel,H.,MachinerysHandbook,27thEdition,IndustrialPressInc.,New
York,2004
[2]CriteriaforPreloadedBolts,NSTS08307,Rev.A,NASA,1998
[3]Chambers,J.,PreloadedJointAnalysisMethodologyforSpaceFlightSystems,NASATechnicalMemorandum
106943,1995
[4]ManualofSteelConstruction,AISC,SeventhEdition,1970
[5]NCSXStructuralDesignCriteria,NCSXCRITCRYO00,NCSXSpecification,Nov.292004
[6]Bickford,JohnH.,AnIntroductiontotheDesignandBehaviorofBoltedJoints,3rdEdition,MarcelDekker,Inc.,
NewYork,1995
11
HandbookforBoltedJointDesign
NCSXCRITBOLT00
APPENDICES
5.1
Screwthreadterminology1
5.2
Unifiedthreadstandard2
FromWikipedia,thefreeencyclopedia
TheUnifiedThreadStandard(UTS)definesastandardthreadformandseriesalongwithallowances,tolerances,
anddesignationsforscrewthreadscommonlyusedintheUnitedStatesandCanada.Ithasthesame60profileas
the ISOmetricscrewthread usedintherestoftheworld,butthecharacteristicdimensionsofeachUTSthread
(outer diameter and pitch) were chosen as an inch fraction rather than around millimeter value. The UTS is
currentlycontrolledbyASME/ANSIintheUnitedStates.
5.2.1
Origins
The standard was originally adopted by the Screw Thread Standardization Committees of Canada, the United
Kingdom,andtheUnitedStatesonNov18, 1949in Washington,D.C.,andappliedtoscrewthreadsusedinthe
abovecountrieswiththehopetheywouldbeadopteduniversally.ThestandardwasnotwidelytakenupintheUK,
whocontinuedtousetheirownBA(BritishAssociation)standardandthenmigratedto ISOmetricscrewthreads.
TheoriginalUTSstandardmaybefoundinASA(nowANSI)publication,Vol.1,1949.
UTSconsistsofUnifiedCoarse(UNC),UnifiedFine(UNF),UnifiedExtraFine(UNEF)andUnifiedSpecial
(UNS).
The International Organization for Standardization's ISO metric screw thread preferred series, based on round
millimeterdimensions,isthestandardthathasbeenadoptedworldwideandhasdisplacedallformerstandards,
includingUTS.IntheUSA,whereUTSisstillprevalent,over40%ofproductscontainISOmetricscrewthreads.
Oftheabovementionedcountries,theUKhascompletelyabandoneditscommitmenttoUTSinfavouroftheISO
metricthreads,andCanadaisinbetween.
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5.2.2
5.2.2.1
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Technicalinformation
Formandpitch
UTSthreadformandpitchtechnicalspecificationsarecurrentlycontrolledbyASME/ANSIindustrystandardsin
theUnitedStates:
ASME/ANSIB1.12003UnifiedInchScrewThreads,UN&UNRThreadForm
ASME/ANSIB1.10M2004UnifiedMiniatureScrewThreads
ASME/ANSIB1.151995UnifiedInchScrewThreads,UNJThreadForm
P=1/TeethPerInch
H=0.866025*P
H1=0.541266*P
d1=d+1.082532*P
d2=d+0.433013*P
D=d
D1=d1
D2=d2
5.2.2.2
Gauging
Ascrewthreadgaugingsystemcomprisesalistofscrewthreadcharacteristicsthatmustbeinspectedtoestablish
thedimensionalacceptabilityofthescrewthreadsonathreadedproductandthegauge(s)whichshallbeusedwhen
inspectingthosecharacteristics.
CurrentlythisgaugingUTSiscontrolledby:
ASME/ANSIB1.21983GaugesAndGaugingForUnifiedInchScrewThreads
ASME/ANSIB1.3M1992ScrewThreadGaugingSystemsDimensionalAcceptabilityInchMetricScrewThreads
TheseStandardsprovideessentialspecificationsanddimensionsforthegaugesusedonUnifiedinchscrewthreads
(UN,UNR,UNJthreadform)onexternallyandinternallythreadedproducts.Italsocoversthespecificationsand
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dimensionsforthethreadgaugesandmeasuringequipment.Thebasicpurposeanduseofeachgaugearealso
described.Italsoestablishesthecriteriaforscrewthreadacceptancewhenagaugingsystemisused.
5.2.2.3
Classofthread
Aclassificationsystemexistsforeaseofmanufactureandinterchangeabilityoffabricatedthreadeditems.Most(but
certainlynotall)threadeditemsaremadetoaclassificationstandardcalledtheUnifiedScrewThreadStandard
Series.Thissystemisanalogoustothefitsusedwithassembledparts.
Classes1A,2A,3Aapplytoexternalthreads;Classes1B,2B,3Bapplytointernalthreads.
Class1threadsarelooselyfittingthreadsintendedforeaseofassemblyoruseinadirtyenvironment.
Class2threadsarethemostcommon.Theyaredesignedtomaximizestrengthconsideringtypicalmachineshop
capabilityandmachinepractice.
Class3threadsareusedforclosertolerances.
Threadclassreferstotheacceptablerangeofpitchdiameterforanygiventhread.Thepitchdiameterisshownasd2
inthefigureabove.Thereareseveralmethodsthatareusedtomeasurethepitchdiameter.Themostcommon
methodusedinproductionisbywayofaGoNoGogauge.
Atableofpitchdiametersandthreadclassescanbefoundhere.
5.2.3
Relatedinformation
ISOmetricscrewthread
BritishStandardWhitworth
BritishAssociationscrewthreads
WrenchMostcommontoolusedtoloosen/tightenscrews.
Nationalpipethread
5.2.3.1
Externallinks
UnifiedCoarsestandardanddrillsizes
UnifiedFinestandardanddrillsizes
InternationalThreadStandards
SpannerJawSizesAdditionalinformationandspannerjawsizetable.
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Unifiedscrewthreaddimensions3
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