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hrsSPIRIT BOOK
ABOUT SCREW BANDAGES
Second edition, revised and developed
Colly Components AB.Box 76, 164 94 Coffin. Phone 08-703 01 00. Fax 08-703 98 41. www.colly.se
Copyright © Colly Company AB, 1995 All
rights reserved Colly Company AB,
why reprinting and copying, in whole or in part,
can only take place with the undertaking's consent.
Preface to
second edition
The first edition of the Colly Company handbook on screw One misdimensioned, miscalculated or incorrectly installed
connections was published in 1971. The authors were Owe screw connections or a substandard product quality will
Bergius and Ingvar Fagerberg. Since then, the manual has been inevitably sooner or later lead to failure with more or
used by 1,000s of people in industry and schools. The handbook less costly consequences.
was the first of its kind to present calculation methods and data in
a structured and collected manner. Quantities of screw In connection with the revision of the second edition of the
connections have been calculated using the formulas, tables and Colly Company handbook on bolted joints, a Windows-based
diagrams that are reported. These dressings have since proven calculation program for PC has also been developed. The
their practicality in various applications. program is based on the formulas and connections that can
be found in the manual. The program, which is self-
Unfortunately, many designers are still unaware of the instructional, means that a screw connection can be calculated
importance of the screw connection in every high-tech world. in a few minutes.
In recent years, however, several, in some cases tragic, events
have made many people realize that fasteners play a very
important role in our lives. Oil rigs have overturned, airplanes Coffin, September 1995
have crashed, roofs have collapsed, tanks have been knocked
out, and astronauts have died due to faulty screw connections.
The quality of the fasteners has been questioned when, Division Machine Elements
among other things, the American market has been flooded Colly Company AB
with "fake" screws or screws of inferior quality.
Colly Company ab
4 hrsHANDBOOK OF SCREW CONNECTIONS
Introduction
Calculation program
A Windows based calculation program for PC. The
program, which is self-instructional, means that a screw
connection can be easily calculated in a few minutes.
Colly Company ab
hrsHANDBOOK OF SCREW CONNECTIONS 5
Preface to
first edition
The screw connection is one of our most important and In this handbook, hot etching methods for the analysis of bolted
common machine elements. Reliable and functional screw joints are presented. The methods are sufficiently accurate for any
connections are a necessary prerequisite for our modern conceivable practical application. They have the advantage of
technology. Despite this, the methods used for dimensioning leading to the goal without overly extensive calculations. In
addition, the results of the calculations are usually reported in the
bolted joints are often questionable.
handbook in table and diagram form for the values of interesting
parameters that may become relevant.
Many times, "feeling" and rules of thumb must be the guide for
choosing the dimensions and materials of the other parts of the
For those who want to critically evaluate the methods,
bandage. This could perhaps work satisfactorily some ten years
there is a reference list that covers the most important
ago when the pace of technological development was not faster
literature in the field. This also allows for in-depth
than you had time to acquire a feel for and experience with
studies of individual problems and for refinement of the
existing elements and materials while they were still
calculation methods.
where walkable.
Now new construction elements and new materials
The calculation instructions are compiled so that they
appear almost every day. These enable elegant and
automatically lead to a systematic analysis of the screw
economically advantageous technical solutions.
advance. If you follow it, you do not bypass any
essential steps in the analysis.
This is also the case in screw connection technology.
However, in order to take advantage of the advantages that
A further accentuation of the systematics is obtained if one
development offers, one must systematically analyze one's
uses the calculation form bearers that are tailor-made for the
problems. This is advantageous and perhaps necessary even
analysis of screw connections in accordance with the manual's
when it comes to conventional screw connections.
instructions.
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Content
Colly Company ab
hrsHANDBOOK OF SCREW CONNECTIONS 7
1 Introduction
It is hardly an exaggeration to say that designers have You do not always get sufficient prestressing force by
considered and still consider a screw as an old familiar and overdimensioning the connection. Usually you get one
simple machine element. When you take the time to calculate instead, which is shown later in this manuallower
a screw connection, formulas and help tables are available. biasing force for amajorscrew dimension, unless special
The breaking strength of the screw and the shear strength of measures are taken.
the goods are calculated. If one wishes to delve deeper into
the mechanics of the screw and illustrate how, for example, Modern calculation method
screw length, subsidence, point of attack of forces, etc. affect The following calculation basis wants to give you an
the screw connection, it immediately becomes more difficult opportunity to take into account the factors that can affect the
to find the connection. If you also want to take into account screw connection. Thus, the conditions are significantly
during the dimensioning the sources of error that may occur greater that the screw dimension that you finally choose, even
in practice, e.g. assembly method, circumstances prevailing in in practice, is the screw dimension that best solves your
the screw connection, etc., this is so uncertain that as a rule construction case.
you simply introduce safety factors into the screw strength
formula. It also means that through constructive measures you can
probably choose a smaller screw and thus get a cheaper
The screw calculation formula below indicates the ratio screw connection.
after introducing safety factors.
The calculation process is mainly structured as follows:
FLxX=GFxReLxApp
. . . . . . . . . . . . . . . (1) A) Calculation of the prestressing force required for a
FL = external load certain load caseFFerbtaking into account the
X = safety factor factors that affect this.
GF= efficiency ofReL
ReL= yield strength of the screw AS B) Calculation of the utilization rate of the screw, i.e. the
= tension area of the screw tensile stress of the shear σdIt is primarily dependent
on the thread friction coefficientµg.Thus it can bias
Big variables forceFFis calculated, which a particular screw is
If you study the screw calculation formula, you find that the expected to give under the prevailing circumstances.
safety factorXcan vary from about 1.1 to about 5 depending
on which source you choose it from. The degree of utilizationG
Fcan vary from approx. 0.5 to approx. 0.9 depending on the
C) Selection of the smallest screw dimension that can
conditions prevailing in the screw connection. handle the required preload forceFFerbtaking into
account spreading, settlement, hole plane pressure and
Thus, in the calculation stage, such variables have been
fatigue.
introduced that screw joints calculated according to above rarely
or never get the correct dimension. Calculation program
With the help of a Windows-based calculation program for PC,
Wrong reasoning it is possible to quickly calculate your screw connection. The
If you choose a relatively large safety factor, you should program is based on the formulas and relationships found in
get an oversized connection and because of this be the manual. The program can be ordered from Colly Company
sure that the construction will last. AB.
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Q = radial force
Sf = spread factor
Sm = torque spread
Su = friction spreading
Wp = torsional resistance
X = safety factor
Z = setting
Zf = settlement factor
B = thread profile angle
Colly Company ab
hrsHANDBOOK OF SCREW CONNECTIONS 9
3.1
Required preload forceFF
In order to be able to calculate the prestressing force which is
lined to cope with a certain given load case applies
it is primarily to determine how different factors can
conceivably affect this prestressing force.
3.1.1
Required prestressing force
depending on the size and direction
of the load
3.1.1.1
The screw joint is affected by pull graft in the
axial joint
When tightening a screw connection according to Fig. 101, the
tensile force in the screw will increase along the line O - A, Fig.
102, at the same time as the compressive force in the goods
increases along the line B - A. The extension of the screw and the
compression of the goods are represented by the stretches ∆etc
and∆lg
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3.1.1.2
The screw joint is affected by compressive force in the
axial direction
The tensile force in the screw and the compressive force in the
goods increase along the lines O - A and B - A respectively in Fig.
104 when tightening a screw connection according to Fig. 103.
3.1.1.3
The screw connection is affected by both axial and
radial force
Similar to the previous two cases, the tensile force in the screw
and the compressive force in the goods will increase for the
screw connection according to figures 105 and 106.
3.1.1.4
Summary
The required biasing forceFFis dependent on the size and
direction of the load if the screw connection is to
maintain its function of sealing, clamping,
joining etc. The prestressing forceFFmust not be
completely relieved, i.eFFminmust not be equal to zero. In
case of dynamic load
there is then a risk that the screw may come loose.
Colly Company ab
hrsHANDBOOK OF SCREW CONNECTIONS 11
3.1.2 where
Required preload force CS=the spring constant of the screw in N/mm ES=the
3.1.2.1
The spring constantC-general derivation
According to Hooke's law, for the extension of the screw or for the
compression of the goods:
Fx L
∆l=
AxE. . . . . . . . . . . . . . . (3)
F = force in N
L = waist in mm
A = area in mm2
E = modulus of elasticity in N/mm2
∆l=length change in etc
F
C=
∆l
be follows that
ExA
C=
L . . . . . . . . . . . . . . . (4)
1 L1 L2
= +
CS A1xES A2xES
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3.1.2.3
Deformation of the goods
The tensile force in the screw is absorbed as a compressive force
by the joined parts. The state of tension in these becomes
multiaxial and very complicated.
1
∆lg=FFx
Cg . . . . . . . . . (7)
1 Lk
=
Cg AxEg
π-- L-2 -
A= --D+S K- −D2- hrs
- -
1 4 - Dg−Dpp Lk−(Dg−D)-pp-
= - +
Cg Exπ--Dg D- 2
Dg−D2 -hrs
-- + pp - − D hrs
--2 2- -- (9)
π-- L-k-2 -
A= --Dpp+K m − Dhrs-
4 --- 2- --. . . . . . . . . . . (10)
Colly Company ab
hrsHANDBOOK OF SCREW CONNECTIONS 13
IfDg≤(Dpp+KmxLk)states Weiss and Wallner (no Deformation of the goods acc. Fritz:
87 in litt.forth.) the following relationship for calculating the
spring constant of the goodsCg π-- L- -2
A= --Dpp+ K mx k- − D2hrs
-=
4 --- 2- --
- 1( 1(D -
- D − Dpp) L−k − Dpp)-
1 Km g Km g
= 4- + -
-
Cg Exπ--Dg D-2 D2g−Dhrs
2
- π-- 1 50 -2
-- + pp- − Dhrs
2 - = --16 + x - −112- =252 mm2
--2 2- - 4 --- 5 2- --
. . . . . . . . . . . . . . (11)
Example:
Appearance of the preload triangle for an M 10 bolted connection
FxL 25000x50
mounted in steel with the clamp lengthLk= 50 mm, calculated with ∆lg= = = 0.0237 mm
the deformation of the goods according to Rötscher or Fritsche AxE 252x210000
can be seen from fig. 112 or Fig. 113.
The modulus of elasticity for steel E= 210000 N/mm2
The outer diameter of the screw headDpp= 16 mm
Diameter of free-running holeDhrsmm The tension
area for M 10 screwApp= 57.3 mm2
The screw is fully threaded and in strength class 8.8
Screw extension:
FxL 25000x50
∆lpp= = = 0.102 mm
AxE 57.3x210000
π-- Lk-- 2
- From the above example it is clear that the unloading of the
A= --Dpp+ − Dhrs
2- = goodsFlbrespectively the additional voltage of the screwFLadiffers
4 --- 2- -- considerably depending on which of the two theorems one
chooses for calculating the deformation of the goods.
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It is likely that for low prestressing forces one should expect the
deformation to take place within the dashed part in fig, 115. When
the prestressing force then becomes greater, the deformation
zone of the goods increases according to fig. 116.
If the joint is affected on one side by the external load, see fig,
117, a greater additional stress is obtainedFLaas the distance e
grows.
3.1.2.4
Summary
The required preload force is dependent on the elasticity
of the screw and joined parts.
Colly Company ab
hrsHANDBOOK OF SCREW CONNECTIONS 15
3.1•3 As can be seen from Hooke's law (3.1.2.1) and as can be seen
in fig. 120 - 121, the strain line O - A of the screw is strongly
Required prestressing force dependent on the ratioLk/ddvs the ratio between the clamping
depending on settlements length of the screw and its diameter.
3.1.3.2
Where does subsidence occur?
Settlements occur in the following places:
• In all contact surfaces
• In the joined parts
• l the threads
• In the machine elements used for joining.
3.1.3.3
How does the setting affect the
required preload force?
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3.1.3.4 3.1.3.7
How big is the set Z? Setting the threads
The size of the settlement is difficult to determine with The threads can be considered as an abutment plane. The
certainty due to the large number of factors that can affect setting in the threads is dependent on surface
it. Many studies have been carried out, but no one has so smoothness, material and contact pressure. Due to skew
far been able to give a clear answer to how the various loading on the various thread turns, there is also always a
factors affect the size of the settlement. risk that the shear strength limit of the threads will be
exceeded so that plastic deformation is obtained. Also,
How to design the construction to be able to take into account the chips and particles in the thread cause seizing.
negative impact of the settlement?
3.1.3.5
Settlement in the abutment surfaces
When two surfaces are pressed together, these initially only have
contact in a few points, depending on the surface smoothness.
The contact pressure at these points thereby becomes so great
that plastic deformation occurs, whereby the contact area
increases and the contact pressure decreases.
Taking the material into account when assessing the size of the
settlement, the diagrams in Fig. 122 and Fig. 123 show the
approximate relationship between type of load, material, surface
smoothness and settlement per pair of contact surfaces.
3.1.3.6
Assembly in joined parts
Settlements also occur inside the joined parts. This
occurs above all in soft materials because these are
compressed over time.
Colly Company ab
hrsHANDBOOK OF SCREW CONNECTIONS 17
3.1.3.8
Settling caused by trays, gaskets, paint etc
3.1.3.9
Summary
The required prestressing force is dependent on the
settlement as deformations cause a loss of prestressing
in the screw joint. The size of the settlement is difficult
to determine with certainty. If in the construction you
avoid using paint, soft machine elements or those that
eat into the substrate due to teeth, the sum of the
settlement in the contact surfaces and the threads, fig.
122-124, should give a sufficiently good approximation
of the settlementZfor different construction cases.
Example:
The joined parts in the screw connection in Fig. 125 are assumed
to be of steel. The surface smoothness of all contact surfaces and
the threads is assumed to beRa4µm. The settingZis then
theoretically thought to be the sum of the settlement in 3
abutment planes and the threads.
From the diagram in Fig. 122, the settlement of the abutment plane is
obtained = 3 x 3µm = 9µm.
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3.1.4
Required prestressing force depending on the point of
application of the load
We have previously established how the required pre-
tensioning force is dependent on the size and direction of
the load, the elasticity of the screw and joined parts and
the settlement.
3.1.4.1
The cargoFLattacks in the nut's or the
abutment plane of the screw head.
When tightening the screw connection in Fig. 126, the tensile force in the
screw increases along the line O - A, at the same time as the compressive
force in the goods increases along the line B - A according to Fig. 127.
If the external load FLengages as Fig. 126 shows, i.e. under the
nut or the screw head, the tensile force in the screw will
increase by a certain amountFLaalong the line O - A - C at the
same time as the compressive force in the goods decreases by
a certain amountFlbalong the line A - B.
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hrsHANDBOOK OF SCREW CONNECTIONS 19
3.1.4.2
The cargo FLattacks inside the estate
About the loadFLattacks inside the estate, for example 0.25 Lkfrom
the nut or the contact plane of the screw head, the compressive
force will decrease for the part of the goods that lies between the
points of attack of the load, while the compressive force will
increase for the part that lies outside the points of attack.
The pulling force in the screw increases along the line A - C',
the slope of which corresponds to the spring constant
obtained for the screw and the part of the goods that lies
outside the attack points.
Fig. 130 shows the appearance of the bias triangle when the loadF
Lattacks in five different ways. Which seems to be decreasing FFmin
as the load's attack points are moved from the outer surfaces of
the joint towards its centre.
3.1.4.3 Summary
You can count on the loadFLin practice in most designs
attack somewhere inside the estate. The residual biasF
Fminwill therefore be less than what was shown under
3.1.1.
In cases where you do not know exactly where the load isFLattacks
and thus cannot choose from any of the cases I - V, we suggest
the following calculation process:
1. In case of static load, the most difficult case is when the loadFL
attacks in the dividing surfaces. Therefore, calculate the
screw dimension according to load case V.
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20 hrsHANDBOOK OF SCREW CONNECTIONS
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4. Calculation
and dimensioning
4.1
Calculation of required
prestressing forceFF
4.1.1
The screw connection is affected
by axial traction
If the screw joint is affected by an axial tensile force,
according to Fig. 131 a, the required prestressing force
becomesFF:
FF=FZ+Flb+FFmy . . . . . . . (13)
4.1.1.1 4.1.1.2
Calculation of bias lossF Z
Calculation of bias lossFlb
According to Fig. 131 a, the settlement causes a bias An additive forceFLa, and a bias lossFlb
loss FZIt depends on the size of the settlement and the is produced by the external loadFL.
elasticity of the screw and joined parts, i.e. the slope of
the lines O - A and B - A.
According to Fig. 131 istgα=
FLa=CSand
γ
FZ
tgα= =CS
Z1
tgη= Flb=C
.......... (14)
g
γ
FZ
tgη= =C g
Z2 .......... (15) Since Flb=FL−FLa becomes
F F FL−FLa
SinceZ=Z1+Z2becomesZ=Z + Z γ= FLa = Flb=
CS Cg CS Cg Cg
CxSCg
Z F =Z
from which it follows that CS
CS+Cg from which it follows that FLa=FLCS+Cg
CSxCg -
Införe is a setting factorZf= CS --
CS+Cg and Flb = F-L- 1− -
- CS+Cg- . . . . . . . . . (17)
becomesFZ=ZxZF . . . . . . . . . . . . . (16)
The above applies under the condition that the cargoFL
Zfcan either be calculated or read from the diagrams, engages in the contact plane of the nut or screw head.
see Fig. 163-168.
The specified values forZfare calculated forCgaccording to Under 3.1.4.2 and in Fig. 130, the power play has been shown when
Fritsche's theorem withDg≥ (KmxLK+DS),see 3.1.2.3. the loadFLattacks inside the estate.
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If one denotes the distance between the attack points of the 4.1.2
load withLn,becomes the spring constantCINfor the part of the The screw connection is affected by
goods that lies between the points of attack radial force
If the screw connection is only affected by a radial force, the
ExA prestressing force must produce a residual clamping forceF
CIN=
Ln Fminwhich is so large that the joined parts do not move in
CIII
A load factor is introducedLffor the expression
CIII+CIN
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4.1.3
The screw connection is affected by both
axial and radial force
1 in accordance with Fig. 131 c becomes the required
biasing forceFFfor this load case:
FF=FZ+Flb+FFmin
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4.2
Calculation of max. allowable
preload force for assumed value of in the surface pressure of the tension areaAs and the torsional resistance W
coefficient of frictionµg p.
When tightening a screw joint, the screw is not only Further applies:
subjected to tensile stress but also to torsional stress tgϕ+tgε'
due to the braking effect of the thread friction The tg(ϕ+ε' ) =
tensile stressσddecreases with increased friction 1−tgϕxtgε'
coefficient, which means that the permissible biasing
forceFFalso decreases with increased value ofµg Practically, you can puttgϕ+tgε'=0meaning
Ifvdenotes how much of the yield strength the material can be However, due to the pitch, the points of attack of the force
strained toσe=vxRelectricityfrom which it follows that couple for a screw connection are offset in relation to the
cut surface. It is possible that in practice an even more
νxR
σ=d eL accurate value of σd than is obtained with
- 8 xd m -2 (23a) formula (23), is obtained if the average diameter is taken into account
1 + 0.75 - xtg(ϕ+ε' )-
when calculating the torsional resistancedm.
- dm+din -
πxd3m
dm+d Wp=
if you set the tension diameterd.s= in 16
2
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hrsHANDBOOK OF SCREW CONNECTIONS 25
-tg(ϕ+ε) d-
2
AS= - m
-
1+12- x m 4 -- 2 -
. . . . (27)
-cosβ/ 2 din- -
and the tensile stress
This formula is similar to the one that applies to screws with
countersunk life so-called "life screws" σd=KpxνxReL
νxReL The correction factorKpis selected from the diagram in Fig. 132.
σ=d
2
- d - It is apparently strongly dependent on the thread
1+12-tg(ϕ+ε' )× m - friction coefficientµg. A low value of ug means a smaller
- d -
torsional moment, which means a greater pretensioning
so-called
Fig. 132
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4.3
Calculation of tightening FF = Preload force in N Mv =
torqueMv Tightening torque in Nm Mg =
The tightening torque required to obtain the desired Thread torque in Nm Ma =
preload forceFF is Contact torque in Nm
Mv=Mg+Ma dm = Average screw diameter in mm
Da = Contact diameter in mm (Ds+Dh)/2
µg -
πxdmx -
cosϕxcosβ/ 2 - Da-
+ µx
Pxµg - a
2 --
πxd−m -
cosϕxcosβ/ 2 -
. . . . . . . . . (29)
dmx 1
the expressions =Kpp
2 Pxµg
πxdm−
cosϕxcosβ/ 2 4.3.1
Summary
1 The tightening torque required to obtain the desired
π preload force is calculated from formula (30).
dmx cosϕx cosβ/ 2
=K
Pxµg g
respectively
Colly Company ab
hrsHANDBOOK OF SCREW CONNECTIONS 27
For the thread friction coefficientµg = 0.15 becomesKs = 0.161 In general, it can be said that the thread friction coefficientµg
and Kg = 0.583. This can be considered as average values, should usually be selected from the "cut thread normal"
column and the shell friction coefficientµa for plane washer or
which means that the moment formula will have the following
appearance. corresponding basis.
Etc=FF(0.161xP+0.583xdmxµg+0.5xDaxµa)
4.4 Table of the coefficient of frictionµg
Spreading in the screw connection for different screw - nut combinations
Chapter 3.1 has described how the required prestressing force
can be calculated. In chapter 4.2 it has been shown how max. Screw Nut Osmortized Oil MoS2
permissible prestressing force taking torsional stress and µg µg µg
spreading into account is calculated.
untreated Untreated 0.20 - 0.35 0.16 - 0.23 0.13 - 0.19
Phosph. Untreated 0.28 - 0.40 0.16 - 0.33 0.13 - 0.19
The pre-tensioning force that can be obtained for a certain
Galvanized. Untreated 0.12 - 0.23 0.14 - 0.19 0.10 - 0.17
tightening torque varies greatly. This is partly due to the
about 5µm
spread of the friction value that is always obtained both in
Galvanized. Untreated 0.18 - 0.44 0.11 - 0.17 0.10 - 0.14
the threads and under the screw head and partly to the
about 15µm
spread of the tightening torque. Cadm. untreated 0.10 - 0.19 0.10 - 0.17 0.13 - 0.17
about 3µm
It is not possible to give a safe value of the coefficient of Cadm. Untreated 0.18 - 0.31 0.10 - 0.14 0.13 - 0.15
friction due to the large number of factors that affect it. about 8µm
Examples of such factors are surface finish, lubrication Galvanized Galvanized 0.17 - 0.45 0.12 - 0.18 0.10 - 0.16
condition, material, surface treatment, tightening about 5µm
speed and heat. Galvanized Galvanized 0.17 - 0.39 0.12 - 0.22 0.13 - 0.20
about 15µm
It is even more difficult to determine in advance the Cadm. Cadm. 0.16 - 0.38 0.11 - 0.18 0.10 - 0.13
distribution of the prestressing force. The spread is about 3µm
affected, in accordance with what was said above, by the Cadm. Cadm. 0.23 - 0.38 0.10 - 0.17 0.10 - 0.16
spread of thread and shell friction, but also by the spread about 8µm
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Table of the influence of the thread friction on the distribution of the preload force (see fig. 140).
Friction coefficients
Nut thread Surface smoothness µg µg µg
nature µm Osmortized Spr. Oil Spr. MoS2 Spr.
Rolled thread Ra < 0.3 0.10 C 0.10B 0.075A
HELICOIL
Cut thread Ra 2.5 - 4.6 0.15 E 0.15D 0.125B
very good
The cut thread Rows 3.6 - 7 0.175F 0.175E 0.125C
normal
Cut thread Ra > 6 0.20 G 0.20F 0.15 D
less good
Fig. 136
Table of the influence of the contact friction on the distribution of the prestressing force (see Fig. 140).
Friction coefficients
Rough lipping
Cold rolling
Floor tiles
Fine milling with end mill
Fine planing Ra 1.4 - 3.6 0.125 III 0.125 II 0.10 IN
Medium fine grinding
Smooth milling with a roller mill
Smooth turning
Sealing surfaces with gasket
Contact surfaces
Appearance surfaces without special Rows 2.5 - 6 0.15 IV 0.15 III 0.125 II
function
Fine sandblasting
Rough milling with roller mill
Rough grinding Ra 3.6 - 10 0.175 V 0.175 IV 0.125 III
Rough turning
Smooth milling with end mill
Smooth planing
Fig. 137
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4.4.1
The effect of spreading on
the prestressing forceFF
The distribution of the preload force for some different screw and
nut combinations when tightening with a torque wrench has been
shown in Fig. 135.
Mvmax
FFÖ= KppxP+Kgxdmxµgmin+ 0.5xDaxµamy
Total spread Sf
Mvmy
FFÖ= KppxP+Kgxdmxµgmax+ 0.5xDaxµamax 20% 1.22
25% 1.28
30% 1.35
The spreading band for a shiny, unlubricated screw connection 35% 1.42
with a flat washer under the screw head and the pull with a torque 40% 1.50
wrench is inserted in Fig. 138. 45% 1.58
50% 1.67
For a tightening torque of 40 Nm, an average preload 55% 1.76
can be readFFmedof approx. 17 kN, upper spread- 60% 1.86
ning valueFFÖ= 22 kN and lower spread value
65% 1.96
70% 2.04
FFU= 12 kN. Spread approx. ± 30%. A total of 60%. 75% 2.20
80% 2.33
In order to be able to compare the prestressing force 85% 2.48
required for a certain load caseFFerb, whose calculation 90% 2.64
shown in ch. 3.1, with the upper and lower spread limits 95% 2.81
of the expected prestressing force, a is introduced 100% 3.00
spread factorSf. This applies to 110% 3.44
120% 4.00
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30 hrsHANDBOOK OF SCREW CONNECTIONS
4.5
How hard can the screw be used
When tightening, the screw is subjected to both pulling and
twisting. According to formula (24), the tensile stress is
σd=KpxνxReL
As already mentioned, the spread of the prestressing force is FFfmax=RmxAppand 0.9FFormer max
dependent on both the spread of the friction coefficients,
Sµand the spread in the applied tightening torque,Sm
It should be checked that:
(0.9FFormermax+FLa)≤FFormermax. . . . . . . . .(33)
Spread in friction in the thread and the contact plane can
be defined with the help of the tables, fig. 136 - 137. whereFLacalculated according to ch. 3.1.4.
The spread ofSµcan be read from Fig. 140.
SuxSm=Sf
Tightening method Sm
Air operated hydraulic screw/nut drivers 1.111)
Torque wrench 1.3
Pneumatic mechanical screw/nut drivers 2.5
Other non-moment determined method 3
4.4.2
Summary
Large spreads affect both the reliability of the screw
connection and its dimensions. In order to minimize
dispersion in preload force, one must work with
materials and lubricant combinations that give small
dispersions in the friction conditions. In addition,
assembly equipment with great accuracy is required.
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hrsHANDBOOK OF SCREW CONNECTIONS 31
σd = Kp× ν ×ReL
σd = 0.75x0.9x1080 = 729 n/mm2
FF = σdxApp
FF = 729x157 = 114453N
Mv =FF(0.161xP+0.583xdmxµg+ 0.5x
Daxµa)
Mv = 114453(0.161x2.0 + 0.583x14.70x
0.175 + 0.5x21.0x0.125)
Mv = 114453x3.13 = 358 Nm
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32 hrsHANDBOOK OF SCREW CONNECTIONS
4.7
Hole plane pressure
In table fig. 156 the max. permissible hole plane pressure in relation to
the hardness of different materials.
When choosing screw quality, the screw force used does not
produce higher hole plane pressure than the material allows.
4F
Phrs=
(
π Dpp2 − Dhrs
2 )
. . . . . . . . . . . . (34)
where
The contact diameter of the screw head or the outer diameter of the
pressure surface at the washer or equivalent (see fig. 109 and the
tables, fig. 145 and 146)
4.8
Fatigue strength
Machine structures are generally subjected to dynamic
loading. Therefore, you must also check that the fatigue
strength of the screw is sufficient.
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hrsHANDBOOK OF SCREW CONNECTIONS 33
Fatigue strength can be directly affected if the following 6. An accurate tightening method with little torque
factors are taken into account before determining final spread ensures that the correct preload force is
screw material and dimension: achieved. Suitable tightening methods are torque
wrench (Sm= 1.3) or air-driven hydraulic screws/
1. The elasticity of the screw and joined parts has a decisive nut driver made by URYU or PLARAD (Sm=1,1).Sec.
importance for how large the screw's additional force isF 4.4.1.
Labecomes A favorable clamping length
holdingLk/dcan raise the fatigue strength 7. If for some reason it is not possible to pre-tension a
significantly. See ch. 3.1.2 and 3.1.4. screw connection to the maximum or if there is a
risk that the pre-tensioning force is reduced or
2. The size of the prestressing force greatly affects the completely lost due to settlement losses etc.,
fatigue strength. screws that have been rolled after hardening (REH)
can be used. The fatigue strength is up to two times
IfFF<Flbthat total unloading of the goods takes place higher compared to screws that are roll-threaded
during part of the load cycle, the further load before hardening (see table, fig. 158).
increase is taken up by the screw, fig. 143 b. IfFF=
The following relationship applies:
0 comes wholeFLdynto be taken up by the screw, fig.
143 c. Notice in Fig. 114 (page 13) that FL should not Gang- Valid within
Voltage amplitude σup
come so low that it ends up on the curved part of type the area
the goodsCg-line becauseFLathen N/mm2
-180 - 0.2FRail <FF
increases proportionally more Flb. RFH ±δup RFH ≈0.75- + 52- <0.8FRail
By using high-strength screws class 12.9, the -d -
preload force can be increased (see tables fig. 147
- 0.2FRail <FF
F-
±δ upREH ≈ --2− F--δup
and 148). The residual biasing forceFFminafter
REH <0.8FRail
settlement loss, external load (Flb) REH
- FREl-
etc. thus becomes higher (see fig. 111 a) whereby the additional
force in the screw (FLa) becomes lower (see fig.143).
RFH = Roll threaded before hardening
REH = Roll threaded after hardening
3. The fatigue failure starts locally where the stress is
highest. If the first threads take up a relatively large
part of the screw force, they constitute potential
breakage instructions. Measures that give more even
load on several threads should be taken and the screw
threads should not start exactly where the goods or
nut threads begin. HELICOIL insert threads are
advantageous in that case and provide higher fatigue
strength.
UNBRAKO 12.9 guarantees a permissible tension Fatigue strength for screws with strength class 8.8, 10.9
amplitude of 70 N/mm2(< M10). Corresponding values and 12.9
those for a standard 12.9 are 35 N/mm2. As can be seen
from the table in Fig. 158, different strength classes also
have different permissible stress amplitudes σup
4.8).
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34 hrsHANDBOOK OF SCREW CONNECTIONS
4.9
Calculation of thread length in goods
The investigations that have been carried out so far on the required
thread length in goods are incomplete and have not been able to give
a clear answer to the question of the deformation of goods threads.
the stress area As. Table fig. 145, 146, 157 screw
d min. outer diameter in mm = a factor that takes
into account how much of the goods thread takes
up the shear force. Table fig. 153
τpp the shear stress limit of the goods thread in N/mm2. Chart
Fig. 159
Leff effective thread length in mm
App= tension area of the screw in
P mm2 pitch in mm Comment:
Used for tough materials without a pronounced yield
πxdxρxτ ppxLeff strength Rp0.2instead ofReL. For brittle materials ie such
Then applies: ReL= App that fail without prior plastic deformation, τ is replaced
pp; with τbandReLwithRm, see Fig. 159.
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hrsHANDBOOK OF SCREW CONNECTIONS 35
Fig. 145
1/4 6.35 5.52 4.79 7.0 9.5 8.25 1.27 5.0 20.9
5/16 7.94 7.02 6.21 9.0 11.9 10.45 1.41 5.6 34.4
3/8 9.53 8.49 7.58 11.0 14.3 12.65 1.59 6.0 50.7
7/16 11,11 9.93 8.89 12.5 16.7 14.60 1.81 6.1 69.5
1/2 12.70 11.43 10.30 14.5 19.0 16.75 1.95 6.5 92.6
9/16 14.29 12.91 11.69 16.0 21.1 18.55 2.12 6.7 119
5/8 15.88 14.38 13.04 18.0 23.8 20.90 2.31 6.9 148
3/4 19.05 17.40 15.93 21.0 28.6 24.80 2.54 7.5 218
7/8 22,23 20.39 18.76 25.0 33.3 29.15 2.82 7.9 301
1 25.40 23,34 21.50 28.0 38.1 33.05 3.18 8.0 395
1 1/8 28.58 26,22 24.12 32.0 42.9 37.45 3.63 7.9 497
1 1/4 31.75 29.39 27.30 35.0 47.6 41.30 3.63 8.7 632
1 3/8 34.94 32.17 29.73 38.0 52.4 45.20 4.23 8.3 752
1 1/2 38.10 35,35 32.91 42.0 57.2 49.60 4.23 9.0 915
Fig. 146
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36 hrsHANDBOOK OF SCREW CONNECTIONS
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hrsHANDBOOK OF SCREW CONNECTIONS 37
M20 8.8 122 378 117 393 111 404 106 412
10.9 172 532 164 552 156 568 149 579
12.9 207 639 197 662 188 681 178 695
12.9UNB 215 665 205 689 195 709 186 724
M22 8.8 153 514 146 534 139 550 132 563
10.9 215 723 205 752 196 774 186 791
12.9 258 867 246 902 235 929 223 950
12.9UNB 268 903 256 939 244 967 232 988
M24 8.8 176 652 168 676 160 695 152 710
10.9 248 916 237 951 225 978 214 998
12.9 297 1100 284 1141 270 1173 257 1198
12.9UNB 310 1144 295 1187 281 1221 267 1247
M 27 8.8 232 955 221 993 211 1023 200 1047
10.9 326 1343 311 1397 297 1439 282 1472
12.9 391 1612 374 1676 356 1727 338 1766
12.9UNB 407 1677 389 1745 370 1797 352 1838
M30 8.8 282 1299 269 1349 256 1389 244 1419
10.9 396 1826 379 1897 360 1953 343 1996
12.9 476 2191 454 2277 433 2343 411 2395
12.9UNB 495 2281 473 2369 450 2439 428 2492
M33 8.8 351 1766 336 1838 320 1895 304 1939
10.9 494 2483 472 2585 450 2664 427 2726
12.9 593 2980 566 3102 539 3197 513 3271
12.9UNB 617 3101 589 3228 561 3328 534 3404
M36 8.8 412 2259 394 2350 375 2422 356 2477
10.9 579 3177 553 3305 527 3405 501 3483
12.9 695 3812 664 3966 633 4086 601 4179
12.9UNB 724 3968 691 4127 658 4253 626 4350
M 39 8.8 495 2907 473 3030 451 3127 429 3203
10.9 696 4089 665 4261 634 4398 603 4504
12.9 835 4906 798 5114 761 5277 723 5404
12.9UNB 869 5106 831 5322 792 5492 753 5624
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38 hrsHANDBOOK OF SCREW CONNECTIONS
1/4 8.8 9.85 10.3 9.36 10.5 8.87 10.7 8.41 10.8
10.9 13.9 14.4 13.2 148 12.5 15.0 11.8 15.2
12.9 16.6 173 158 177 150 181 14.2 18.3
12.9 UNB 18.0 18.8 17.1 19.2 16.2 19.6 15.4 19.8
5/16 8.8 16.5 21.3 15.7 21.9 14.9 22.3 14.2 22.7
10.9 23.2 29.9 22.1 30.8 21.0 31.4 19.9 31.9
12.9 27.9 35.9 26.5 36.9 25.2 37.7 23.9 38.2
12.9 UNB 30.2 38.9 28.7 40.0 27.3 40.8 25.9 41.4
3/8 8.8 24.6 37.9 23.4 39.0 22.2 39.8 21.1 40.4
10.9 34.6 53.3 32.9 54.8 31.3 56.0 29.7 56.8
12.9 41.5 63.9 39.5 65.8 37.5 67.2 35.6 68.2
12.9 UNB 45.0 69.2 42.8 71.2 40.6 72.8 38.6 73.9
7/16 8.8 33.8 60.2 32.2 62.1 30.6 63.4 29.0 64.5
10.9 47.6 84.7 45.3 87.3 43.0 89.2 40.8 90.7
12.9 57.1 102 54.4 105 51.6 107 49.0 109
12.9 UNB 61.8 110 58.9 113 55.9 116 53.1 118
1/2 8.8 45.4 91.9 43.3 94.8 41.1 97.1 39.0 98.7
10.9 63.9 129 60.8 133 57.8 136 54.9 139
12.9 76.6 155 73.0 160 69.4 164 65.9 167
12.9 UNB 83.0 168 79.1 173 75.2 177 71.3 180
9/16 8.8 58.4 131 55.7 136 52.9 139 50.3 142
10.9 82.2 185 78.3 191 74.4 196 70.7 199
12.9 98.6 222 94.0 229 89.3 235 84.8 239
12.9 UNB 107 240 102 248 96.8 254 91.9 259
5/8 8.8 72.7 183 69.3 189 65.9 193 62.6 197
10.9 102 257 97.5 266 92.7 272 88.0 277
12.9 123 308 117 319 111 326 106 332
12.9 UNB 133 334 127 345 121 354 114 360
3/4 8.8 108 322 103 333 98.4 342 93.4 349
10.9 153 452 145 469 138 481 131 491
12.9 183 543 175 562 166 577 158 589
12.9 UNB 190 565 182 585 173 601 164 613
7/8 8.8 150 519 143 538 136 553 130 565
10.9 211 730 202 757 192 778 182 794
12.9 254 877 242 909 230 934 219 953
12.9 UNB 264 912 252 946 240 972 228 991
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hrsHANDBOOK OF SCREW CONNECTIONS 39
1 1/8 8.8 248 1104 237 1144 226 1176 214 1200
10.9 349 1552 333 1609 317 1653 301 1687
12.9 419 1863 400 1931 381 1984 362 2025
12.9UNB 436 1939 416 2010 396 2065 376 2107
1 1/4 8.8 318 1546 303 1607 289 1655 275 1691
10.9 447 2174 427 2260 406 2327 386 2379
12.9 536 2609 512 2712 488 2792 463 2854
12.9UNB 558 2716 533 2823 507 2906 482 2971
1 3/8 8.8 377 2025 360 2102 343 2163 326 2209
10.9 530 2847 506 2956 482 3041 458 3107
12.9 636 3416 607 3547 578 3650 549 3728
12.9UNB 662 3556 632 3692 602 3798 572 3880
1 1/2 8.8 462 2690 441 2797 420 2881 399 2946
10.9 649 3782 620 3934 591 4052 561 4143
12.9 779 4539 744 4720 709 4862 674 4972
12.9UNB 811 4724 774 4913 738 5061 701 5174
Tightening torqueMvin the above table applies to screw connections the pull with a torque wrench
and an assumed contact friction coefficientµamine = 0.125 (see Fig. 137).
Ifµamine is assumed to be 0.15 or 0.175 is multiplied indicatedMvwith 110% and 120% respectively.
Fig. 149
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40 hrsHANDBOOK OF SCREW CONNECTIONS
M 271) A2-70 163 671 156 698 148 720 141 736
A4-80 217 895 208 931 198 959 188 981
M 301) A2-70 198 913 189 949 180 976 171 998
A4-80 264 1217 252 1265 240 1302 228 1330
M 331) A2-70 247 1242 236 1292 225 1332 214 1363
A4-80 329 1656 315 1723 300 1776 285 1817
M 361) A2-70 290 1588 277 1652 264 1703 251 1741
A4-80 386 2118 369 2203 351 2270 334 2322
M 391) A2-70 348 2044 333 2131 317 2199 301 2252
A4-80 464 2726 443 2841 423 2932 402 3002
Fig. 149 cont 1)FFÖandMv are calculated with Rp 0.2 = 450 N/mm2(A2 -70) or 600 N/mm2(A2 -80). Other
values may occur, see Fig. 157
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hrsHANDBOOK OF SCREW CONNECTIONS 41
METRIC
Dim. FFd max 0.9 FFd max kN
kN
8.8 10.9 12.9 12.9 UNB 8.8 10.9 12.9 12.9 UNB
UNC
1/4 13.4 18.8 22.6 24.5 12.1 16.9 20.4 22.1
5/16 22.0 31.0 37.2 40.3 19.8 27.9 33.5 36.3
3/8 32.4 45.6 54.7 59.3 29.2 41.0 49.2 53.4
7/16 44.5 62.5 75.0 81.3 40.1 56.3 67.5 73.2
1/2 59.3 83.3 100 108 53.4 75.0 90.0 97.5
9/16 76.1 107 129 139 68.5 96.3 116 125
5/8 94.8 133 160 167 85.3 120 144 150
3/4 140 196 236 246 126 177 212 221
7/8 193 271 325 339 174 244 293 305
1 253 355 426 444 228 320 384 400
1 1/8 318 447 536 558 286 402 483 502
1 1/4 404 569 682 710 364 512 614 639
1 3/8 481 677 812 846 434 610 731 761
1 1/2 586 824 988 1029 528 741 889 926
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42 hrsHANDBOOK OF SCREW CONNECTIONS
Fig. 151
Fine milling with corner cutter Ra 0.1-1.4 Contact surfaces Row 2.5-6
Fine grinding Appearance surfaces without
Fine turning special function
Pressure washers
Fine sandblasting Rows 3.6-10
Rough lipping Row 1.4-2.5 Rough milling with corner cutter
Cold weathering Rough grinding
Floor tiles Smooth milling with a face mill
Sealing surfaces without gasket
Molded surfaces Rows 6-25
Fine milling with face mill Row 1.4-3.6 Raw forged surfaces
Fine planing
Medium fine grinding Rough milling with face mill Rows 10-25
Sealing surfaces with gasket Rough planing
Rough turning
Fig. 152
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43 hrsHANDBOOK OF SCREW CONNECTIONS
Fig. 153
Material hardness Max. permissible hole plane pressure
N/mm2
Fig. 157
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44 hrsHANDBOOK OF SCREW CONNECTIONS
Stainless
A2-70, A2-80 Rolled thread, untreated 40
A4-70, A4-80 Rolled thread, untreated 40
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6. Bibliography
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dynamically loaded beams and studs. SAE Journal. speed diesel machines. Berlin: Springer.
2. Ausschuss ,,Oberflächen” des Deutschen Norme 23.Hancke, A. :Tightening torque, Reibungsbeiwert und
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werte von Oberflächen. Wt. u. Mb. 44 p. 290/93. 2 and no. 3.
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175/184. 185/90 327/39.
4.Benz, W:Dehnschraube, Spannkraft, Drehmomen 25.von Hanffstengel, K.:Einfluss des Kraftangriffes auf
tenschliissel. MTZ p. 33 ff. die Beansruchung vorspannter
5.Benz, W:Wirkt die beim Anziehen entstehende Schraubenverbindungen VDI-2 86 p. 508/10.
Schraubenschaftverdrehung sichernd? 26.Hanfland, CH:Self-locking nut. Industri blatt no. 61,
Construction p. 69. p. 1/19.
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Platten oder Flansche. Construction 15s. 160. Technische Statistik 11-2-1 Berlin und Frankfurt:
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Machine damage p. 137/46. 28.Hercigonja, J.:Höhe der Mutter bei Gewinden
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9. Bulten's Handbook: BH 67 Hallstahammer. Fastenings Journal of applied mechanics, PA-93-
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Sicherheit von Schraubenverbindungen durch 30.Hänchen, K.:Neue Festigkeitsberechung fur den
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Verlag, 2 Ausg. 41 pp. 12/19.
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786 ASCE 81. verbindungen in frUherer Zeit und heute. Masch
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modernen Schraubwerkzeuge. Ribe-Blauheft no. 34.Iligner, K.-H.:Haltbarkeit von ISO-Schraubenverbindungen
10. unter Zugelastung. Vorgetragen auf der Sitzung des
14.Erker, A.:Die vorspannten Schraubenverbindungen Gewindeausschusses im DNA.
unter Dauerbeanspruchung und überlastungen. 35.Illgner, K.-H.:Das Verspannungsschaubild von
MAN-Forschungsheft. Schraubenverbindungen. Draht-Welt 53 appendix
15.Fabry, CW:Neue Anzugstechnik für Dehnschrauben. Schrauben, Nuttern, Formteile p. 43.
Betriebstechnik 4 Heft 1. p. 6/15. 36. Industrial Fasteners Institute, Cleveland: Locknuts-
16.Fabry, C. W.:Untersuchungen an Dehnschrauben. Locking, screws and bolts. Fasteners 18 No. 2.
Construction 15 p. 2 18/28. 37.Jakuscheff A.:Influence of the manufacturing
17.Fernlund, J.:A method to calculate the pressure technology and the main mass of the threads on
between bolted or riveted plates. Transactions the strength of the thread connections. USSR (DNA
Chalmers University, Gothenburg no. 245. Berlin W 15).
18.Findeisen, F:Das Kräftespiele in einer 38.Jepifanow, GJ, Solesko, FP, Rebinder, PA.:Ein neues
Schraubenverbindung. Technology Rundsch. (1964) Verfahren für die Bestimmung der Reibungszahl bei
rn. 18 and rn. 2. gleitender Reibung und beim Studium der
19.Findeisen, F:Neuzeitliche Maschinenelemente. 2. Absorptionschimmerung. Ref. in Stahl and Eisen 77
Band Zürich Schweizer Druch- und Verlaghaus. p. 1389.
20.Finke, G.:Umrechnung zwischen Brinellhardness und 39.Junker, G.:Flächenpressung unter Schraubenköpfen.
Zugfestigkeit für verschiedene Masch-Markt No. 38 pp. 29/30.
Streckgrenzenverhältnisbereiche. Werkstoff-Handbuch Stahl 40.Junker, G.:Neue Prinzipien der Schraubenbe
und Eisen. 3. Aufl. Düsseldorf: Verlag Stahleisen pp. C 1/3. rechnung. Maschinenmarkt v. 14.9., p. 16/29.
Colly Company ab
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52 hrsHANDBOOK OF SCREW CONNECTIONS
78.Siebel, E. und Gaier, M.:Untersuchungen über den 96.Wiegand, H. und Iligner, K. -H. und, Junker G.: Neuere
Influence der Oberflächenbeschaffenheit auf die Ergebnisse und Untersuchungen über die
Dauerschwingfestigkeit metallischer Bauteile. VDI-Z. Dauerhaltbarkeiten von Schraubenverbindungen.
98 pp. 1715/23. Construction 13 p. 46 1/67.
79.Standinger, H. und Wehser W:Zweckmässige Wahl 97.Wiirges, M.:Zweckmässige Vorspannung von
der Kernlochbohrungen bei Einschnitt-Gewinde Schraubenverbindungen. dissertation TH
drills. Darmstadt.
80.Standinger, H. und Wehser, W:Das 98.Wyss, Th.:Untersuchungen an gekerbten Körpern,
Festigkeitsverhalten von Gewindeverbindungen in particular am Kraftfeld der Schraube unter
bei vergrösserten Nutkerniöchern. Industrie- Berticksichtigung der Vergleichsspannung. EMPA
Anzxeiger vom 7.11.58 p. 265/268. Zurich, Bericht Nr. 151
81.Theophanopoulus, N.:Legislation in the installation
of screws, in particular the head screws. Srpinger.
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