Skip to main content

Featured Post

The Engineer’s Guide to Precision Alignment: Dowel Pins, Diamond Pins & Fits

The Engineer’s Guide to Precision Alignment: Dowel Pins, Diamond Pins & Fits Figure 1: The golden rule of fixture design: One Round Pin + One Diamond Pin = Perfect Alignment without binding. The Unsung Heroes of Precision: Dowel Pins & Locators In the world of Precision Engineering , the difference between a high-quality product and a scrap part often comes down to microns. While bolts hold parts together, they are terrible at positioning them. This is where Dowel Pins and Locating Pins become essential components in industrial tooling. What is a Dowel Pin? A Dowel Pin is a standardized hardware component. It is a solid cylindrical pin, typically defined by international standards such as ISO 8734 , DIN 6325 , or ASME B18.8.2 . They are precision-ground to extremely tight tolerances—often as tight as ±0.0001–0.0002 inches (±2.5–5 microns) depending on the grade—and are available in materials like: Hardened Steel: For high-wear appli...
Disclosure: As an Amazon Associate, I earn from qualifying purchases.

Screw Fastener Theory & Applications - Unbrako's guide

Unbrako Fastener Diagram

JOINT DESIGN AND FASTENER SELECTION

Joint Length
The longer the joint length, the greater the total elongation will occur in the bolt to produce the desired clamp load or preload. In design, if the joint length is increased, the potential loss of preload is decreased.

Joint Material
If the joint material is relatively stiff compared to the bolt material, it will compress less and therefore provide a less sensitive joint, less sensitive to loss of preload as a result of brinelling, relaxation, and even loosening.

Thread Stripping Strength
Considering the material in which the threads will be tapped or the nut used, there must be sufficient engagement length to carry the load. Ideally, the length of thread engagement should be sufficient to break the fastener in tension. When a nut is used, the wall thickness of the nut as well as its length must be considered.

An estimate, a calculation, or joint evaluation will be required to determine the tension loads to which the bolt and joint will be exposed. The size bolt and the number necessary to carry the load expected, along with the safety factor, must also be selected. The safety factor selected will have to take into consideration the consequence of failure as well as the additional holes and fasteners. Safety factors, therefore, have to be determined by the designer.

SHEAR APPLICATIONS

Shear Strength of Material
Not all applications apply a tensile load to the fastener. In many cases, the load is perpendicular to the fastener in shear. Shear loading may be single, double, or multiple loading. There is a relationship between the tensile strength of a material and its shear strength. For alloy steel, the shear strength is 60% of its tensile strength. Corrosion-resistant steels (e.g., 300-Series stainless steels) have a lower tensile/shear relationship, and it is usually 50-55%.

Single/Double Shear
Single shear strength is exactly one-half the double shear value. Shear strength listed in pounds per square inch (psi) is the shear load in pounds divided by the cross-sectional area in square inches.

OTHER DESIGN CONSIDERATIONS

Application Temperature
For elevated temperature, standard alloy steels are useful to about 550°F–600°F. However, if plating is used, the maximum temperature may be less (e.g., cadmium should not be used over 450°F). Austenitic stainless steels (300 Series) may be useful to 800°F. They can maintain strength above 800°F but will begin to oxidize on the surface.

Screws and Fasteners

Corrosion Environment
A plating may be selected for mild atmospheres or salts. If plating is unsatisfactory, a corrosion-resistant fastener may be specified. The proper selection will be based upon the severity of the corrosive environment.

FATIGUE STRENGTH

S/N Curve
Most comparative fatigue testing and specification fatigue test requirements are plotted on an S/N curve. In this curve, the test stress is shown on the ordinate (y-axis) and the number of cycles is shown on the abscissa (x-axis) in a logarithmic scale. On this type of curve, the high load to low load ratio must be shown. This is usually R = 0.1, which means the low load in all tests will be 10% of the high load.

[Image of S-N curve for steel]
S/N Curve Diagram

Effect of Preload
Increasing the R to 0.2, 0.3, or higher will change the curve shape. At some point in this curve, the number of cycles will reach 10 million cycles. This is considered the endurance limit or the stress at which infinite life might be expected.

Modified Goodman/ Haigh Soderberg Curve
The S/N curve and the information it supplies will not provide the information needed to determine how an individual fastener will perform in an actual application. In application, the preload should be higher than any of the preloads on the S/N curve. Therefore, for application information, the modified Goodman Diagram and/or the Haigh Soderberg Curve are more useful. These curves will show what fatigue performance can be expected when the parts are properly preloaded.

Modified Goodman Diagram

METHODS OF PRELOADING

Elongation
The modulus for steel of 30,000,000 (thirty million) psi means that a fastener will elongate 0.001 in/in of length for every 30,000 psi in applied stress. Therefore, if 90,000 psi is the desired preload, the bolt must be stretched 0.003 inches for every inch of length in the joint. This method of preloading is very accurate, but it requires that the ends of the bolts be properly prepared and also that all measurements be very carefully made. In addition, direct measurements are only possible where both ends of the fastener are available for measurement after installation. Other methods of measuring length changes are ultrasonic, strain gages, and turn of the nut.

Torque
By far, the most popular method of preloading is by torque. Fastener manufacturers usually have recommended seating torques for each size and material fastener. The only requirement is the proper size torque wrench, a conscientious operator, and the proper torque requirement.

Strain
Since stress/strain is a constant relationship for any given material, we can use that relationship just as the elongation change measurements were used previously.

Now, however, the strain can be detected from strain gages applied directly to the outside surface of the bolt or by having a hole drilled in the center of the bolt and the strain gage installed internally. The output from these gages needs instrumentation to convert the gage electrical measurement method. It is, however, an expensive method and not always practical.

Turn of the Nut
The nut turn method also utilizes change in bolt length. In theory, one bolt revolution (360° rotation) should increase the bolt length by the thread pitch. There are at least two variables, however, which influence this relationship. First, until a snug joint is obtained, no bolt elongation can be measured. The snugging produces a large variation in preload. Second, joint compression is also taking place so the relative stiffnesses of the joint and bolt influence the load obtained.

Read more details at Unbrako's website

Comments

Popular posts from this blog

Hoekens Linkage: Kinematics, Optimization, and Walking Robot Applications

🚀 New Design Guide Available Don't just read about it—build it. Check out our new tutorial: How to Design a Hoeken’s Linkage in Excel (with Free VBA Simulator) Introduction to the Hoekens Linkage The Hoekens linkage is a specialized four-bar mechanism designed to convert rotational motion into an approximate straight-line motion. While it serves a similar purpose to other straight-line generators, its unique coupler curve—a "tear-drop" shape—makes it exceptionally useful for intermittent motion and walking machines. One of the most fascinating aspects of kinematic theory is the concept of "Cognates." The Hoekens linkage is actually a cognate linkage of the Chebyshev Straight-line Mechanism . This means that while the physical structure and link lengths differ, they can generate the exact same coupler curve geometry. Search for "Design of Machinery" Books Kinematics and Optimization Unlike ...

The Engineer’s Guide to Precision Alignment: Dowel Pins, Diamond Pins & Fits

The Unsung Heroes of Precision: Dowel Pins & Locators           In the world of Precision Engineering , the difference between a high-quality product and a scrap part often comes down to microns. While bolts hold parts together, they are terrible at positioning them. This is where Dowel Pins and Locating Pins become essential components in industrial tooling . What is a Dowel Pin?   Dowel pins are precision-ground fasteners used to secure the relative position of two parts. They are typically machined to extremely tight tolerances (often within 0.0001 inches) and are available in materials like: Hardened Steel: For high-wear applications in CNC fixtures . Stainless Steel: For corrosion resistance in medical or food processing machinery.  Plastic (Thermoplastic): For lightweight, non-conductive, low-load alignment. The "Play" Problem: Bolts vs. Dowels   When mechanical design engineers create components, they cannot rely...

Ball Detent Torque Limiter: The Ultimate Guide to Precision Overload Protection

The First Line of Defense: Overload Clutches In high-speed automation and heavy industrial machinery, a "jam" is not a matter of if , but when . Whether it is a cardboard box getting stuck in a packaging machine or a tool crashing in a CNC lathe, the resulting torque spike can destroy gearboxes, twist shafts, and burn out expensive servo motors in milliseconds. A torque limiter (or overload clutch) is the mechanical fuse of the drive system. While electronic monitoring (current limiting) is common, it is often too slow to prevent physical damage from the massive kinetic energy stored in the system inertia. A mechanical torque limiter provides a physical disconnect that operates in a fraction of a second. Search for Torque Limiters & Safety Couplings Why Choose a Ball Detent Limiter? Not all torque limiters are created equal. In precision applications, the Ball Detent type is superior to friction or shear types for several reason...