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BOLT TIGHTENING PROCEDURE FOR MECHANICAL PLANT

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Introduction

The following notes are given as a guide only. It is recommended that torque values derived from

formulae should not be used without comparison to figures obtained using practical tests.

Generally, the reliability of the joint is dependent upon the bolt's ability to clamp the parts together.

Adequate clamping prevents relative motion between parts of the joint and leakage from joints

containing gaskets. Measuring a bolt's clamp force is difficult, especially under production

assembly conditions. The preload generated by a bolt can be indirectly controlled by regulating

the applied torque. This method, known as torque control, is by far the most popular method of

controlling a bolt's preload. There is a relationship between the torque applied to a bolt and the

resulting preload. A problem exists in that friction has a large influence on how much torque is

converted into preload. Besides the torque required to stretch the bolt, torque is also required to

overcome friction in the threads and under the nut face. Typically, only 10% to 15% of the torque

is used to stretch the bolt. Of the remaining torque, typically 30% is dissipated in the threads and

50% to 55% under the nut face. Because friction is such an important factor in the relationship

between torque and preload, variations in friction have a significant influence on the bolt's

preload. Different bolt surface finishes have different friction values.

The torque required for a socket headed screw will not be the same as that required for the same

size standard hexagon head bolt. The larger bearing face of the standard hexagon bolt will result

in an increased torque being required compared to a socket headed screw. This is because more

torque is being dissipated between the nut face and the joint surface.

When a bolt is tightened the shank and thread sustain a direct (tensile) stress due to it being

stretched.

In order to effectively utilise the strength of the bolt, yet leave some margin for any loading the bolt

would sustain in service, an equivalent stress of 90% of the yield stress is commonly used.

Background

The following information is provided to assist Engineers wishing to establish the theoretical

torque value for a particular fastener. Caution should be exercised when using theoretical values

because the preload and torque is dependent upon the friction values selected.

Care should be taken to use consistent units throughout.

T Tightening torque to be applied to the fastener.

F The preload (or clamp force) in the fastener.

σE Equivalent stress (combined tensile and torsional stress) in the bolt thread. A figure of 90%

of the yield or proof stress of the fastener is usual.

σT Tensile stress in the fastener.

d2 Pitch diameter of the thread.

d3 Minor (or root) diameterof the thread.

P Pitch of the thread.

μT Thread friction coefficient.

μH Underhead coefficient of friction.

Df The effective friction diameter of the bolt head or

nut. Do Outside diameter of the nut bearing

surface.

Di Inside diameter of the nut bearing surface.

Calculation Procedure

The formulae used are applicable to metric and uinified thread forms which have a thread

flank angle of 60°. The calculation procedure distinguishes between thread and underhead

friction as well as differences which can be caused by bearing face diameter variations.

The procedure comprises the following steps:

Step 1

Fastener Details. Dimensions and strength grades are specified in various standards (see

download PDF - mechanical properties of fasteners below) Table 1 presents information on

strength grades of bolts; the most common grade for metric fasteners is grade 8.8. Estimating

the appropriate friction coefficient can be problematical. Tables 2 and 3 may be used as a

guide when other information is not available. Tables 4 and 5 provide relevant information

relating to thread dimensions.

Step 2

Establish the preload. The preload F is related to the direct tensile stress σT by:

𝐹 = 𝐴𝑆 ∗ 𝜎𝑇

The stress area of the thread AS represents the effective section of the thread. It is based

upon the mean of the thread pitch and minor diameters. It can be obtained from tables or

calculated using the formula:

𝜋 ∗ (𝑑3 + 𝑑2)

𝐴𝑆 =

16

Step 3

To determine the tensile stress in the fastener, first establish what proportion of the fasteners

yield strength you wish to use. Normally a figure of 90% of the yield strength is acceptable but

may be varied to suit the application.

The following formula can be used to determine the tensile stress in the fastener.

𝜎𝐸

𝜎𝑇 =

2

√[1 + 3 ∗ {( 4 ∗ 𝑑2 ) ∗ ([ 𝑃 ] + [1.155 ∗ 𝜇𝑇 ])} ]

𝑑2 + 𝑑3 𝜋 ∗ 𝑑2

Step 4

As can be seen from tables 2 and 3, upper and lower limits to friction values are stated.

Traditionally a mean value of friction is used when calculating the tightening torque and

preload value. Be aware however, that for other conditions remaining constant, the higher

the value of friction - higher is the required tightening torque and lower is the resulting

preload. Determine the tightening torque. The relationship between tightening torque T and

bolt preload F is:

𝜇𝐻

𝑇 = 𝐹 ∗ [(0.159 ∗ 𝑃) + (0.577 ∗ 𝑑2 ∗ 𝜇𝑇 ) + (𝐷𝑓 ∗ )]

2

If units of Newtons and millimeters are being used, T will be in N.mm. To convert to N.m,

divide the value by 1000.The effective friction diameter Df can be determined using the

following formula:

𝐷𝑓 = (𝐷0 + 𝐷𝑖 )/2

For a standard hexagon headed nut, Do is usually taken as the across flats dimension and Di

as the diameter of the bolt's clearance hole.

Example calculation

As an example, the above formulae will be used to determine the preload and tightening

torque for a grade 8.8 M16 hexagon headed bolt.

Step 1.

Establishing the dimensions and friction conditions. The data Establishing the dimensions

and friction conditions. The data below is to be used

d2 = 14.701mm d3 = 13.546mm P = 2mm

μT Taken as 0.11 μH Taken as 0.16

Step 2.

Taking the stress area as 157mm2, gives the bolt preload F to be

77087N. Step 3.

Calculating the tensile stress in the fastener. Using 90% of 640N/mm2 gives

σE=576N/mm2, substituting values into the formula gives σT = 491N/mm2.

Step 4.

Determination of the tightening torque T

i) The effective friction diameter. Taking Do = 24mm and Di = 17.27mm gives Df =

20.6mm. ii) Using the values calculated gives a tightening torque T of 223130Nmm, that

is 223Nm.

Torque required for m16 (16mm Nominal) bolt

Inputs:

d2 ≔ 14.701 ⋅ do ≔ 24 ⋅

d3 ≔ 13.546 ⋅ di ≔ 17.27 ⋅

P≔2⋅

μ.T ≔ .11

μ.H ≔ .16

σ.y ≔ 640 ⋅ ――2

= 640 Yield Strength

Calculations

σ.E ≔ .9 ⋅ σ.y = 576 ――

2

2

⋅ ((d2 + d3)) 2

A.s ≔ ――――― = 156.666

16

σ.E

σ.T ≔ ――――――――――――――= 490.802 ――

‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾

⎛ 2⎞ 2

⎛⎛ 4 ⋅ d2 ⎞ ⎛ P ⎞

⎜1 + 3 ⋅ ―――⋅ ――+ 1.155 ⋅ μ.T ⎟⎞

⎜⎜ ⎟ ⎜ ⎟⎟ ⎟

⎝⎜ ⎝⎝ d2 + d3 ⎠ ⎝ ⋅ d2 ⎠⎠ ⎠

do + di

df ≔ ――― = 20.635

2

⎛ ⎛ μ.H ⎞⎞

T ≔ F ⋅ ⎜((0.159 ⋅ P)) + ((.577 d2 ⋅ μ.T)) + ⎜df ⋅ ―― ⎟⎟ = 223.131 ⋅

⎝ ⎝ 2 ⎠⎠

______________________________________________________________________

Alternate (simplified) Calculation Method

Inputs:

μ.T + μ.H

c ≔ ―――― = 0.135 Average Friction

2

d.nom ≔ 16 ⋅ Nominal Diamter

⎛ d.nom ⎞ 2

F ≔ ⋅ ⎜――― ⎟ ⋅ σ.E = 115811.672 Max Allowable Force

⎝ 2 ⎠

T ≔ F ⋅ c ⋅ d.nom = 250.153 ⋅ Torque Required

Created with PTC Mathcad Express. See www.mathcad.com for more information.

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