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Overview of Bolting Basics

Mark Sewell
OVERVIEW OF BOLTING BASICS

PRESSURE VESSELS AND PIPING STRUCTURAL FRAMEWORKS


Common in Oil and Gas Production & Refining All construction, buildings, bridges, etc.

MACHINERY JOINTS
Common in Power Plant Machinery
M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

Bolt Properties

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

Stretch a bolt and it springs back together


squeezing the joint together.

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

Bolt Acts as Joint acts as


a Tension Spring a Compression Spring

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

Hooke’s Law

Robert Hooke (1653-1705)

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OVERVIEW OF BOLTING BASICS

Tightening with
Torque

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OVERVIEW OF BOLTING BASICS

Threaded fasteners have screw threads in the form of an inclined plane.

As the bolt turns in the nut it creates a


Mechanical Advantage capable of high forces

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OVERVIEW OF BOLTING BASICS

Applying a torque is the most common way of controlling the tightening process.

Torque = Force x Length

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OVERVIEW OF BOLTING BASICS

Increase torque by increasing the lever arm or increasing the applied force.

= 300 lbs

3 ft. x 100 lbs. = 300 ft/lbs 1 ft. x 300 lbs. = 300 ft/lbs

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OVERVIEW OF BOLTING BASICS

Manual Electric Powered

Pneumatic Hydraulic
Powered Powered

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OVERVIEW OF BOLTING BASICS

Reaction Forces

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OVERVIEW OF BOLTING BASICS

“To every action there is always opposed an equal reaction.”

Who Said That?

Newton’s 3rd Law for Linear Newton’s 3rd Law for Rotation
Motion For every applied torque, there is
For every applied action, there is an equal and opposite reaction
an equal and opposite reaction. torque.

(A result of Newton's 3rd law of


linear motion.)

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS
The application of torque by the driver generates an equal and opposite torque on the tool –
must be braced with reaction arm.

Action – Reaction Firm Reaction Surface

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

The reaction arm forces on the front and backup wrench forces on the rear
create hazardous pinch points.

Reaction arm pinch hazard Backup wrench pinch hazard

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

Friction

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OVERVIEW OF BOLTING BASICS

Roughly 90% of input energy is lost overcoming friction under the head, nut, and
threads. Only 10% of input energy is converted into bolt stretch.

As much as 40%
Energy Lost in Nut
Threads

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OVERVIEW OF BOLTING BASICS

Washers

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OVERVIEW OF BOLTING BASICS

ASME PCC1 Recommends Hardened Washers for every bolted joint!

1. Protects joint face from damage


2. Provides surface with consistent
friction
3. Spreads load over larger area

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS
HYTORC Washer System provides a complete solution to your bolting needs, consists
of the HYTORC Reaction Washer, HYTORC Backup Washer & Compatible Torque Tools.

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OVERVIEW OF BOLTING BASICS

Tensioning

TENSIONING
(pull and then turn the nut without torsion)

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OVERVIEW OF BOLTING BASICS

Basic Steps
• Attach puller to stud
• Apply hydraulic pressure to tensioner
stretching the stud
• Tighten/turn the nut against the flange
to hold stretch
• Release pressure and remove tool

Primary Components
• Thread Puller – special nut that engages
the stud and stretches the stud
• Hydraulic cylinder & piston – cylinder
body & piston that lifts puller when hydraulic
pressure is applied
• Bridge & Socket – platform that allows
access to tighten or loosen nut while
cylinder is under pressure, retaining the bolt
tension

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OVERVIEW OF BOLTING BASICS

Pressurized Joints

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OVERVIEW OF BOLTING BASICS

The Three Most Common


Types of Flange Faces

Full Face
Used with softer gasket materials

Raised Face Ring Joint


Deliver higher gasket loads Used in high temperature and pressure
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OVERVIEW OF BOLTING BASICS

Lateral
misalignment

THESE DEFECTS CANNOT BE CORRECTED BY BOLTING ALONE!

Radial
misalignment

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OVERVIEW OF BOLTING BASICS

high high high


pressure temperature cost

1. Metallic Gaskets
2. Spiral-Wound Gaskets
3. PTFE (Teflon) Sheet & Molded Gaskets
4. Compressed Non-Asbestos Fiber Sheet
5. Premium Grade Rubber Sheet
low low low
pressure temperature cost
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OVERVIEW OF BOLTING BASICS

Parallel Joint Closure

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OVERVIEW OF BOLTING BASICS

Interdependent bolts must be tightened…

1. In sequence (in a pattern)

100%
2. Gradually (in steps) 60%
30%

The same way you would tighten


the lug nuts on your car!

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

1
Single Tool Bolting Plan 16 5
12 9
• Number the bolts in 8 13
sequence PASS 1 - 20%-30%
• Apply the torque in steps 4
PASS 2 - 50%-60%
PASS 3 - 100% 3
• Check the results CHK. PASS 4 - 100%
14 7

10 11
6 15
2

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OVERVIEW OF BOLTING BASICS

SAFETY

Severe injuries or death may be caused by accidents due


to disregard of the Operating Instructions supplied with the
unit. Review all safety precautions in the Operating
Instructions and summarized in the Safety Section of this
document before operating this pump.

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OVERVIEW OF BOLTING BASICS

 Head Protection

 Eye Protection

 Hearing Protection
 Protective Clothing
 Hand Protection
 Foot Protection

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

 Caution with Reaction Forces

 Avoid Reaction Arm Pinch Hazard

 Avoid Backup Wrench Pinch Hazard

M AR K S E W E L L MSEWELL@HYTORC.COM
Thank you

info@hytorc.com https://hytorc.com/training

Mark Sewell Phone: Online: hytorc.com


333 Rt. 17 N. (201) 749-2404
Mahwah, NJ 07430
Email:
msewell@hytorc.com
OVERVIEW OF BOLTING BASICS

M AR K S E W E L L MSEWELL@HYTORC.COM
OVERVIEW OF BOLTING BASICS

M AR K S E W E L L MSEWELL@HYTORC.COM

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