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Introduction
A most important factor is machine design, and structural design is the rigid fastening together of
different components..This should include the following considerations..
Assembly
Accuracy of positioning
Bolting
Rivetting
Pins
Keys
Welding/Soldering/Brazing
Bonding
Velcro
Magnetism
These notes relate primarily to the bolted joint. The bolted joint is a very popular method of
fastening components together. The prime reason for selecting bolts as opposed to welding, or
rivets is that the connection can be easily released allowing disassembly, maintenance and/or
inspection..
The bolts /screws are generally used in groups to fasten plates together. A bolt is a screwed
fastener with a head, designed to be used with a nut. A screw is a fastener designed to be used
with a formed female thread in one of the components being attached.
These notes generally relate to bolts and nuts and hex headed screws..
Bolt loading
A bolt can be loaded in one of three ways
Tension
Shear
Note: Conditions where bending loads are imposed on the bolt e.g. non-parallel bolting surfaces,
should be avoided.
A bolt is primarily designed to withstand tensile loading while clamping components together.
Ideally the bolt should only be loaded in tension. Any forces tending to slide the clamped
components laterally should be withstood by separate means..
Holes for bolts are generally clearance holes and the best design of bolt is one with a reduced
shank diameter (waisted shanks). Joints in shear depending on the bolts to withstand the shear
load are not really rigid. Significant relative sideways movement must take place before the bolt
shank can take any shear load (hole clearance). It is also likely that in the case of components
attached by a number of bolts that one bolt would be loaded first and this bolt would have to
yield before the other bolts take their share of the shear load....
Bolts taking significant tensile and shear load need to be engineered to withstand the combined
stress..
In structural engineering the codes identify the use of High Strength Friction Grip Bolts (Ref BS
4604 Pts 1-2:1970). The bolts are tightened to a specified minimum shank tension so that
transverse loads are transferred across the joint by friction between the plates rather than by
shear across the bolt shank.
In mechanical engineering / machine engineering, items are often accurately located using
dowels /locating pins. When installed these dowels /locating pins should be engineered to
withstand any traverse loads. A recent innovation is to provide dowel bushings. These are used
in conjunction with bolts which pass through the inside of the bushing after it has been
installed. Separate holes for locating pins are eliminated. The hardened bushings absorb shear
loads, isolating the bolts from these forces.
If the choice is made that bolts/screws are to take shear load the joint should be arranged that the
threaded portion of the bolt/screw shank is not taking the shear.
The notes on this page relate to the mechanical engineering industry.. In the
aerospace industry joints are often designed to specifically load the bolts in
shear. The screws and bolts used are high specification close toleranced
items and the holes are also machined to close tolerances. The bolted lap
joints are generally used for critical assemblies and joints designed with bolts
loaded in tension are avoided.????
between the plates which are clamped by the bolts. The calculations are therefore conservative
(safe)..
Strength of Bolts withstanding direct shear loading
For bolts joints loaded in shear - three stress areas result
The bolts are loaded in shear..Depending on the joint design the bolt
can be in single or double shear...
If the hole is near to the edge of the plate the plate is subject to shear
loading
Single Shear..
Shear Stress = 4 . F / . d 2
Compressive Stress = F / (d . t)
Plate Shear Stress = F / (2.c.t)
Double Shear ..
Shear Stress = 2 . F / . d 2
Compressive Stress = F / (d . t)
Plate Shear Stress = F / (2.c.t)
The stresses are adjusted based on the number of bolts / screws used for the joint..
Strength of bolts withstanding torsion generated shear loading
Consider a bracket taking an offset load F (N) at a radius R (m). The bracket is secure using a
number of bolts each with a Area A(m2 ). The bolts are located around a centroid position each
with a radius from the centroid of rn(m) and a horizontal/vertical position relative to the centroid
of hn /vn (m) . ( bolt is designated by the subscript "n". )
Location of Centroid...
The location of the centroid of the bolts can often be determined by inspection
as in figure above. If the bolts are not arranged around a convenient centre
then the centroid is determined by ..
x position = sum of the moments of area of all the holes about a fixed
horizontal position divided by the total hole area
y position = sum of the moments of area of all the holes about a fixed vertical
position divided by the total hole area
The offset load is equivalent to a vertical force (F) + moment (F. R) at the centroid of the bolts...
Each bolt is withstands a vertical shear force
Fnv = F / No of Bolts.
Each bolt also withstands a shear load
Fnm = F.R. rn / (r12 + r22...rn2)
The total horizontal force on each bolt
Fth= Fnm . vn / Sqrt(hn2 + vn2 )
The total vertical force on each bolt Ftv= Fnv + Fnm . hn / Sqrt(hn2 + vn2 )
The total shear load on each bolt Ft= Sqrt (Fth2 + Ftv2)
The resulting bolt shear stress t = Ft /A
The shear stress in each bolt is calculated to ensure the design is safe..
Strength of bolt joints withstanding bending forces
V22....Vx2 )
The resulting tensile bolt stress
n = Fnt /A
The notes on this page In order to estimate the design factors of safety it is necessary to consider
the failure modes. The preferred failure criteria for ductile metals is the "Shear Strain Energy
Theory" (Von Mises-Hencky theory). For a stress regime associated with a bolt i.e pure tensile
stress x combined with shear stress xy. The Factor of safety relative to the material tensile
strength Sy..is calculated as follows
Introduction
Calculating bolt loads is complicated if done correctly. The notes below are very limited and are
reasonable for none critical applications. There is much specialist information in this field as
identified in the links on this page and on the screw index page. These notes do not include for
fatigue loading, determination of stiffness of joint, joint settlement, load application factors.etc
etc.
It should also be noted that the bolt torque required, to achieve the same bolt stress levels,
increases greatly as the bolt size increases (torque = c. d 3). Therefore for larger bolts very high
torques are required and used of specialist bolt tensioning systems such as the "Superbolt multijackbolt" option should be considered.
Nomenclature
= deflection (m)
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 ds ) 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 = /e is used to determine the stiffness of a section .
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...
Let .. Coefficient of thermal expansion of joint material = j
Coefficient of thermal expansion of bolt = b
Change of temperature = T = T2- T1
Note: If there is a temperature fall then clearly T1 would be greater that T2 and T would be
negative
Length of joint = Length of Bolt ( L j = L b = L )
The expansion of the joint = L j= j T.L
The expansion of the bolt = L b= b T.L
The overall stiffness of the joint is calculated as follows.
Fp = K*d
Fp = Preload (N)
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
as received, mild or alloy on same
cadmium plated
molybdenum-disulphide grease
PTFE lubrication
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
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 c = , d m = 0.92 d , =
30o. rc = 0.625 d.
If the denominator is simplified to .dm The equation reduces to
T = Fp (0,159.p + 1,156. .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.
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.
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 o
E= Youngs Modulus (N/m2 )....e = Coefficient of thermal expansion (m/m)/deg.C....To = ambient
temperature (deg. C)
This method is very difficult to implement the bolt has to be heated while the bolted joint has to
be kept at ambient temperature. The accuracy of the heating method is very much limited by
quality of the procedure followed.
Hydraulic bolt tensioners use an annular hydraulic jack placed around the screw, stretching it
axially. When the required stress level is reached, the nut is tightened snugly and then the
pressure released, resulting in a preloaded bolt without any frictional or torsional stresses.
The hydraulic method can provide very accurate preload (+/- 1%) on long bolts but it is less
accurate on short bolts.
+/- 35%
+/- 25%
+/- 15%
+/- 10%
+/- 5%
+/- (1% to
10%)
+/- 1%
+/- 5%
Visitor: Henry
Operator: Dane McKinnon
Company: Portland Bolt
Started: 26 Jan 2010 12:07:57
Ended: 26 Jan 2010 12:22:18
Henry:
What is the shear strength of grade 8 bolts 1/4 1
Call accepted by Dane McKinnon. Currently in room: Dane McKinnon, Henry.
Dane McKinnon:
Good afternoon Henry. Shear strength is typically 60% of tensile strength, and the minimum
tensile strength of a grade 8 bolt is 150,000 psi. We have an FAQ that addresses this question
here: http://www.portlandbolt.com/faqs/bolt-shear-strength-considerations
Henry:
How are all grade 8 bolts the same tensile strength?
Dane McKinnon:
They are all the same tensile strength per square inch. The larger ones have a larger cross section
of material, and so are therefore stronger. To calculate the tensile strength of a particular size,
you would multiply 150,000 psi by the tensile stress area, found here:
http://www.portlandbolt.com/technicalinformation/thread-pitch.html
Henry:
Thank you
Note: the formulas below do not depend on the finish of the fastener.
Ultimate Yield Strength
Take the minimum yield in psi of the ASTM grade (see our Strength Requirements by Grade
Chart for this value), multiplied by the stress area of the specific diameter (see our Thread Pitch
Chart). This formula will give you the ultimate yield strength of that size and grade of bolt.
Example: What is the ultimate yield strength of a 3/4 diameter F1554 Grade 36 rod?
This is the minimum requirement for F1554 grade 36. In other words, a 3/4 diameter F1554
grade 36 anchor rod will be able to withstand 12,024 pounds force (lbf) without yielding.
Ultimate Tensile Strength
Take the minimum tensile strength in psi of the ASTM grade, multiplied by the stress area of the
diameter. This formula will give you the ultimate tensile strength of that size and grade of bolt.
Example: What is the ultimate tensile strength of a 3/4 diameter F1554 Grade 36 rod?
This is the minimum requirement for F1554 grade 36. In other words, a 3/4 diameter F1554
grade 36 anchor rod will be able to withstand 19,372 pounds force (lbf) without breaking.
Shear Strength
First, find the ultimate tensile strength using the formula above. Take that value and multiply it
by 60% (0.60). It is important to understand that this value is only an estimate. Unlike tensile and
yield strengths, there are no published shear strength values or requirements for ASTM
specifications. The Industrial Fastener Institute (Inch Fastener Standards, 7th ed. 2003. B-8)
states that shear strength is approximately 60% of the minimum tensile strength. For more
information, please see our FAQ on bolt shear strength considerations.
- See more at: http://www.portlandbolt.com/faqs/calculatingstrength/#sthash.xKnb4gnL.dpuf
Thread series cover designations of diameter/pitch combinations that are measured by the
number of threads per inch (TPI) applied to a single diameter.
Coarse Thread Series (UNC/UNRC) is the most common designation for general application
bolts and nuts. Coarse thread is beneficial, because they are less likely to cross thread, more
tolerant in adverse conditions and facilitate quick assembly.
Fine Thread Series (UNF/UNRF) is commonly used in precision applications. Because of the
larger tensile stress areas, they have high tension strength. However, a longer engagement is
required for fine thread applications than for coarse series threads to prevent stripping.
8 - Thread Series (8UN) is the specified thread forming method for several ASTM standards
including A193 B7, A193 B8/B8M, and A320. This series is used for diameters one inch and
above.
Pitch P (mm)
M 1.60
0.35
M 2.00
0.40
M 2.20
0.45
M 3.00
0.50
M 4.00
0.70
M 4.50
0.75
M 5.00
0.80
M 6.00
1.00
M 8.00
1.25
M 10.00
1.50
M 12.00
1.75
M 16.00
2.00
M 20.00
2.50
M 24.00
3.00
Pitch P (mm)
M 30.00
3.50
M 36.00
4.00
M 42.00
4.50
M 48.00
5.00
M 56.00
5.50
M 64.00
6.00