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ME 312 – Machine Design
Dr. Bilal A. Siddiqui,
Asst. Prof (ME)
2/13/2017Spring 312 (c) Bilal Siddiqui 2016
1
Screw, Fastners and Non-permanent
Joints
 The helical thread screw is one the most important mechanical device.
 It forms the basis of
 Power screws: change angular motion to linear motion (presses, jacks, etc.)
 threaded fasteners for non-permanent joints.
 Typical methods for non-permanently joining parts:
 Bolts
 Nuts
 Screws
 Rivets
 retainers, locking devices, pins, keys, adhesives etc.
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Can something like a nut and screw be
important?
 Fasteners will always be need to facilitate disassembly for maintenance etc.
 One of the key targets of current design for manufacture is to reduce the number of fasteners.
 Boeing’s 747 airliner requires 2.5 million fasteners, some of which cost several dollars each.
 To keep costs down manufacturers constantly review new fastener designs, installation
techniques, and tooling.
 Design and Manufacture of fasteners is a huge industry globally
 Methods of joining parts are extremely important in the engineering of a quality design
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Nomenclature
 Pitch is the distance between adjacent thread turns parallel to thread axis. The pitch in B.E.
units is the reciprocal of the number of thread turns per inch (N).
 The major diameter d is the largest diameter of a screw thread.
 The minor (or root) diameter dr is the smallest diameter of a screw thread.
 Pitch diameter dp is a theoretical diameter between major & minor diameters.
 The lead l, not shown, is the distance the nut moves parallel to screw axis when the nut is
given one turn. For a single thread, the lead is the same as the pitch.
 A multiple-threaded screw is one having two or more threads cut beside each other.
 Most screws, bolts, and nuts all have single threads
 A double-threaded screw has a lead equal to twice the pitch
 If the bolt is turned clockwise, the bolt advances toward the nut. I.e. it closes.
 The thread angle is 60◦ and the crests of the thread may be either flat or rounded.
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Sharp vee threads shown for clarity; the crests and roots are actually flattened
or rounded during the forming operation.
Unified classes of threads
 The UN (unified common) class of screw is the most commonly used series in common applications. It is
 The UNRF (unified reduced fatigue) profile has a rounded fillet at the root of the thread. Due to reduced stress
concentration, they are used where high fatigue strength is required.
 Unified (UN and UNRF) threads are specified by the nominal major diameter, no of threads per inch, and thread
series, for example, 0.58 in-18 UNRF or 0.625 in-18 UNRF.
 Metric threads are specified by writing the diameter and pitch in millimeters
 M12 × 1.75 is a thread having a nominal major diameter of 12 mm and a pitch of 1.75 mm. [Note that the letter M
here means it is metric unit designation]
 Many tensile tests of threaded rods have shown that an unthreaded rod having a diameter equal to the mean of
the pitch diameter and minor diameter will have the same tensile strength as the threaded rod. The area of this
unthreaded rod is called the tensile-stress area At of the threaded rod. See tables 8-1 and 8-2
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Table 8-1
Table 8-2
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Thread for Power Screws
 Square and Acme threads are used on screws when power is to be
transmitted.
 Preferred pitches are listed. However, other pitches can be and often are
used, since the need for a standard for such threads is not great.
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Threaded Fasteners – Bolts and Screws
 Screws, nuts and bolts
 Bolts are for the assembly of two unthreaded components, with the aid of a nut. Screws
in contrast are used with components, at least one of which contains its own internal
thread
 The purpose of a bolt is to clamp two or more parts together.
 The clamping load stretches or elongates the bolt; the load is obtained by twisting the
nut until the bolt has elongated almost to the elastic limit.
 hold the bolt head stationary and twist the nut; in this way the bolt shank will not feel
the thread-friction torque.
 Points of stress concentration are at the fillet, at the start of the threads (runout), and at
the thread-root fillet in the plane of the nut ( when present)
 The diameter of the washer face is the same as the width W of hexagon.
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Threaded Fasteners - Nuts
 In applications where vibration or rotation may work a nut loose, various locking mechanisms
may be employed: Adhesives, safety pins or lockwire, nylon inserts, or slightly oval-shaped
threads.
 A rule of thumb is that preloads of 60 %of proof load rarely loosen.
 Sometimes we use two nuts to prevent loosening. In local jargon it is called “check-nut”
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A car hub, with the central nut
hidden behind a
castellated nut cover that is
locked against rotation using a
cotter pin. The effect is similar
to using a castellated nut.
Why Hexagonal?
 The most common shape for bolt-heads and nuts is hexagonal
 6 sides give a good granularity of angles for a tool to approach from (good in tight
spots)
 More (and smaller) corners would be vulnerable to being rounded off.
 It takes only 1/6th of a rotation to obtain the next side of the hexagon and grip is
optimal.
 Polygons with more than 6 sides do not give the requisite grip and polygons with
less than 6 sides take more time to be given the next grip position.
 Other specialized shapes exist for certain needs, such as wings for finger
adjustment and captive nuts for inaccessible areas
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Threaded Fasteners - Washers
 The ideal bolt length is one in which only one or two threads project from the nut after
it is tightened.
 Bolt holes may have burrs or sharp edges after drilling.
 These could bite into the fillet and increase stress concentration.
 Therefore, washers must always be used under the bolt head to prevent this.
 They should be of hardened steel and loaded onto the bolt so that the rounded edge
of the stamped hole faces the washer face of the bolt.
 Sometimes it is necessary to use washers under the nut too.
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Plain (left) and split (right)washers Belleville or conical washer Curved disc spring washer Toothed lock washer with external teeth
Threaded Fasteners - Gaskets
 A gasket is a mechanical seal which fills the space between two or more mating
surfaces, generally to prevent leakage from or into the joined objects while under
compression.
 Gaskets allow "less-than-perfect" mating surfaces on machine parts where they can fill
irregularities.
 Gaskets are commonly produced by cutting from sheet materials.
 It is usually desirable that the gasket is able to deform and tightly fills the space it is
designed for, including any slight irregularities. A few gaskets require an application of
sealant directly to the gasket surface to function properly.
 Gaskets are normally made paper, rubber, silicone, metal, cork, felt, neoprene, nitrile
rubber, fiberglass, Teflon) or a plastic polymer.
 Most industrial gasket applications involve bolts exerting compression >2000 psi
 The more compressive load exerted on the gasket, the longer it will last!
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Some seals and gaskets
1. O-ring
2. fiber washer
3. paper gaskets
4. cylinder head gasket
O-rings
 An O-ring is a gasket in the shape of a torus made of an elastomer
 It is designed to be seated in a groove and compressed during assembly between
two or more parts, creating a seal at the interface.
 O-rings are one of the most common seals used in machine design because they
are inexpensive, easy to make, reliable, and have simple mounting requirements.
 They can seal tens of MPa of pressure
 There are O-ring materials which can tolerate temperatures as low as -200 C or as
high as 250+ C.
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Washers and Gaskets
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Section of cylindrical pressure
vessel. Hexagon-head cap
screws are used to fasten the
cylinder head to the body.
Note the use of an O-ring seal.
A bolted connection loaded in
tension by the forces P. Note
the use of two washers. Note
how the threads extend into the
body of the connection.
When a connection is desired that can be disassembled without destructive methods
and that is strong enough to resist external tensile loads, moment loads, and shear
loads, or a combination of these, then the simple bolted joint using hardened-steel
washers is a good solution. Such a joint can also be dangerous unless it is properly
designed and assembled by a trained mechanic.
Cap-screws: bolting without nut
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Stud Screw – Alternate to not using nut
 A stud is a rod threaded on both ends.
 A stud is screwed into the lower member first
 then the top member is positioned and fastened down with hardened washers and nuts.
 Studs are regarded as permanent
 Joint can be disassembled merely by removing the nut and washer
 Threaded part of lower member not damaged by reusing threads (unlike screws)
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Head studs
 Sometimes, both ends are tightened with nuts.
 This joint is non-permanent.
 In engines, an important decision to choose b/w head bolt or head stud.
 Head bolts are also twisted during torqueing, which means not all torque is
converted into clamping force.
 Stud bolt is more efficient in torqueing. No torque lost in twisting.
 Head bolts more convenient for disassembly though
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head studs are better suited for high-performance vehicles
with greater power requirements, while head bolts are
more practical for personal, everyday automobiles.
Grip of the Fastener
 The thread length of inch-series bolts, where d is the nominal diameter, is
𝐿 𝑇 =
2𝑑 + 0.25", 𝑓𝑜𝑟 𝐿 ≤ 6"
2𝑑 + 0.50", 𝑓𝑜𝑟 𝐿 > 6"
 For metric bolts it is
𝐿 𝑇 =
2𝑑 + 6𝑚𝑚, 𝑓𝑜𝑟 𝐿 ≤ 125𝑚𝑚
2𝑑 + 12𝑚𝑚, 𝑓𝑜𝑟 125𝑚𝑚 < 𝐿 > 200𝑚𝑚
2𝑑 + 25𝑚𝑚, 𝑓𝑜𝑟 𝐿 > 200𝑚𝑚
 The ideal bolt length is one in which only one or two threads project from the nut
after it is tightened.
 During tightening, the 1st thread of the nut tends to take the entire load
 But yielding occurs & load is eventually divided over about 3 nut threads.
 The grip l of a connection is the total thickness of the clamped material.
 Due to a few threads taking the load, 𝑙 ≠ 𝐿 𝑇
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Fastener and Grip Length
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Find H and t from
tables A-31 and A-
32
Nut and Washer Dimensions
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Stiffness of the Bolt
 Twisting the nut stretches the bolt to produce the clamping force. This clamping
force is called the pretension or bolt preload.
 Since the members are being clamped together, the clamping force that produces
tension in the bolt induces compression in the members.
 The spring rate is the ratio between the force applied to the member and the
deflection produced by that force. (𝐹 = 𝑘bΔ𝑙 ⇒ 𝑘 𝑏 =
𝐹
Δ𝑙
=
𝐸𝐴Δ𝑙
𝑙
Δ𝑙
=
𝐴𝐸
𝑙
)
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Find E from
Table 8-8
Stiffness of portion of a
bolt or screw clamped
zone consists
a) Unthreaded portion
𝑘 𝑑 =
𝐴 𝑑 𝐸
𝑙 𝑑
a) Threaded portion
𝑘 𝑡 =
𝐴 𝑡 𝐸
𝑙 𝑡
Two springs in series
1
𝑘 𝑏
=
1
𝑘 𝑡
+
1
𝑘 𝑑
Stiffness of the Joint
 Since the members are being clamped together, the clamping force that produces
tension in the bolt induces compression in the members.
 Clamped members also act like springs in series
 The spring rate of the members being joint by the fastener is
Where E is the modulus of elasticity of the material of the members. In this formula we
assume all the members being jointed are of the same material
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Find E from
Table 8-8
If one of the
members is a soft
gasket, its stiffness
relative to the other
members is
usually so small that
for all practical
purposes the others
can be neglected
and only
the gasket stiffness
used.
An Example
 As shown above, two steel plates are clamped by washer-faced
1
2
in-20 UNF × 1
1
2
in SAE grade 5 bolts each with a standard
1
2
N steel plain washer.
 (a) Determine the bolt spring rate kb.
 (b) Determine the member spring rate km
 (c) Determine the length of the bolt.
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Answer
 From Table A–32, the thickness of a standard 1/2N plain washer is
0.095 in. From Table A-31, height for 0.5” nut is H=0.4375”
 d=0.5”,  𝐴 𝑑 =
𝜋
4
𝑑2 = 0.196 𝑖𝑛2, For all materials 𝐸 = 30 𝑀𝑝𝑠𝑖
 Grip length, 𝑙 = 0.5 + 0.75 + 0.095 = 1.345“
 Length of bolt is 𝐿 > 𝑙 + 𝐻 ≅ 1.8"
 Threaded length of bolt is 𝐿 𝑇 = 2𝑑 + 0.25 = 1.25"
 Length of unthreaded portion in grip 𝑙 𝑑 = 𝐿 − 𝐿 𝑇 = 0.55"
 Threaded portion in the grip 𝑙 𝑡 = 𝑙 − 𝑙 𝑑 = 1.345 − 0.55 = 0.795"
 From Table 8-1, 𝐴 𝑇 = 0.159 𝑖𝑛2
 The bolt stiffness is 𝑘 𝑏 =
0.196 0.159 30×106
0.196 1.25 +0.159(0.095)
= 3.59 × 106 𝑙𝑏/𝑖𝑛
 Member stiffness is 𝑘 𝑚 =
0.5774𝜋 30×106 0.5
2 ln 5
0.5774 1.345 +0.5 0.5
0.5774 1.345 +2.5 0.5
= 14.64 × 106
𝑙𝑏/𝑖𝑛
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Spring 312 (c) Bilal Siddiqui 2016
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Bolt Strength
 The proof load is the maximum load (force) that a bolt can withstand without acquiring a
permanent set.
 The proof strength Sp is the ratio of proof load and tensile-stress area.
 In the specification standards for bolts, the strength is specified by stating SAE or ASTM
minimum quantities, the minimum proof strength, or minimum proof load, and the
minimum tensile strength.
 Min proof load is load at which 1% fasteners fail. 99% fasteners exceed it
 The bolt grades are numbered according to the tensile strengths.
 The grade of the nut should be the grade of the bolt.
 Refer to Tables 8-9, 8-10 and 8-11 for minimum strength of steel bolts
 ASTM threads are shorter because ASTM deals mostly with structures; structural
connections are generally loaded in shear, and the decreased thread length provides
more unthreaded shank area (remember 𝐴 𝑑 > 𝐴 𝑡).
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Typical stress-strain diagram
for bolt materials
Bolt Head Markings
 The bolt grades are numbered according to the tensile strengths.
 Grades are printed (grades or some geometric code) along with
manufacturer logo on the bolt head.
 Unmarked bolts should be avoided as they may be unstandardized.
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Standard Bolt Lengths
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External Loads
 The clamping force, aka preload Fi , has been correctly applied by tightening the nut before external
load P is applied.
Fi = preload
Ptotal = Total external tensile load applied to the joint
P = external tensile load per bolt
Pb = portion of P taken by bolt
Pm = portion of P taken by members
Fb = Pb + Fi = resultant bolt load
Fm = Pm − Fi = resultant load on members
C = fraction of external load P carried by bolt
1 − C = fraction of external load P carried by members
N = Number of bolts in the joint
 The bolt takes only 20% of the load, the rest is borne by the members
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𝜎 𝑏 =
𝐹𝑏
𝐴 𝑡
=
𝐶𝑃 + 𝐹𝑖
𝐴 𝑡
, 𝜎𝑖 =
𝐹𝑖
𝐴 𝑡
The entire joint behaves like two springs in parallel, since they
deflect by the same amount. Therefore, 𝐹 = 𝐹𝑏 + 𝐹 𝑚 and hence
𝑘 = 𝑘 𝑏 + 𝑘 𝑚
External Loads
 Load is equally shared by bolts, 𝑃 =
𝑃 𝑡𝑜𝑡𝑎𝑙
𝑁
 P is tension load  It causes both bolt and member to deform by Δl
 This is like springs in parallel. 𝑃𝑏 = 𝑘 𝑏Δ𝑙 and 𝑃𝑚 = 𝑘 𝑚Δ𝑙
 Since 𝑃 = 𝑃𝑏 + 𝑃𝑚 = kb + km Δ𝑙 =
kb+km
𝑘 𝑏
𝑃𝑏 =
kb+km
𝑘 𝑚
𝑃𝑚
 Let 𝐶 =
𝑘 𝑏
𝑘 𝑏+𝑘 𝑚
be the “stiffness of the joint”
 Hence, we can write 𝑃𝑏 = 𝐶𝑃 and 𝑃𝑚 = 1 − 𝐶 𝑃
 Resultant loads are therefore 𝐹𝑏 = 𝑃𝑏 + 𝐹𝑖 = 𝐶𝑃 + 𝐹𝑖 and 𝐹 𝑚 = 1 − 𝐶 𝑃 − 𝐹𝑖
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Factors of Safety in Static Loads
 As a rule, a bolt will either fracture during tightening, or not at all.
 For non-permanent joints, it is recommended that preload Fi is of 75 % of proof
load Fp=SPAt
 For permanent joints, Fi=0.9 Fp
 The yielding FoS against the static stress exceeding proof strength is 𝒏 𝒑 =
𝑺 𝒑
𝝈 𝒃
 Another indicator of yielding that is sometimes used is a load factor nL which is
applied only to the load P as a guard against overloading.
𝒏 𝑳 =
𝑺 𝑷 𝑨 𝒕 − 𝑭𝒊
𝑷 𝒃
=
𝑺 𝑷 𝑨 𝒕 − 𝑭𝒊
𝑪𝑷
 It is essential for a safe joint that external load be smaller than that needed to
cause the joint to separate. If separation occurs, then the entire external load is
borne by the bolt (remember bolt bears only 20-40% load in a joint)!
 The load factor guarding against joint separation is 𝒏 𝟎 =
𝑭𝒊
𝑷 𝟏−𝑪
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Bolt Tension and Bolt Torque
 High preload is very desirable in important bolted connections.
 The preload is the “muscle” of the joint, and its magnitude is determined by the bolt
strength. If the full bolt strength is not used in developing the pretension, then
money is wasted and the joint is weaker.
 In such cases the wrench torque required to develop the specified preload must be
estimated.
 The torque wrench has a built-in dial that indicates the proper torque.
 Defining a torque coefficient K, we can relate preload with torque required
𝑇 = 𝐾𝐹𝑖 𝑑
 K depends on the type of surfaces as well as lubrication
 If not mentioned, you can take K=0.2
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Another Example
 A 3/4 in-16 UNF ×2
1
2
in SAE grade 5 bolt is subjected to a load P of 6 kip in a
tension joint. The initial bolt tension is Fi = 25 kip. The bolt and joint stiffnesses are
kb = 6.50 and km = 13.8 Mlbf/in, respectively.
 (a) Determine the preload and service load stresses in the bolt. Compare these to
the SAE minimum proof strength of the bolt.
 (b) Specify the torque necessary to develop the preload
 Calculate the factors of safety and load factors.
Answer:
Done in class.
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Yet another example
 cross section of a grade 25 cast-iron pressure vessel. N bolts are to be used to
resist a separating force of 36 kip.
(a) Determine kb, km, and C.
(b) Find number of bolts required for a load factor of 2 where the bolts may be reused
when the joint is taken apart.
(c) With the number of bolts obtained in part (b), determine actual load factor for
overload, the yielding factor of safety, and the load factor for joint separation.
Answer:
Done in class
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ME312 Machine Design Screws Fasteners Non-Permanent Joints

  • 1. ME 312 – Machine Design Dr. Bilal A. Siddiqui, Asst. Prof (ME) 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 1
  • 2. Screw, Fastners and Non-permanent Joints  The helical thread screw is one the most important mechanical device.  It forms the basis of  Power screws: change angular motion to linear motion (presses, jacks, etc.)  threaded fasteners for non-permanent joints.  Typical methods for non-permanently joining parts:  Bolts  Nuts  Screws  Rivets  retainers, locking devices, pins, keys, adhesives etc. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 2
  • 3. Can something like a nut and screw be important?  Fasteners will always be need to facilitate disassembly for maintenance etc.  One of the key targets of current design for manufacture is to reduce the number of fasteners.  Boeing’s 747 airliner requires 2.5 million fasteners, some of which cost several dollars each.  To keep costs down manufacturers constantly review new fastener designs, installation techniques, and tooling.  Design and Manufacture of fasteners is a huge industry globally  Methods of joining parts are extremely important in the engineering of a quality design 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 3
  • 4. Nomenclature  Pitch is the distance between adjacent thread turns parallel to thread axis. The pitch in B.E. units is the reciprocal of the number of thread turns per inch (N).  The major diameter d is the largest diameter of a screw thread.  The minor (or root) diameter dr is the smallest diameter of a screw thread.  Pitch diameter dp is a theoretical diameter between major & minor diameters.  The lead l, not shown, is the distance the nut moves parallel to screw axis when the nut is given one turn. For a single thread, the lead is the same as the pitch.  A multiple-threaded screw is one having two or more threads cut beside each other.  Most screws, bolts, and nuts all have single threads  A double-threaded screw has a lead equal to twice the pitch  If the bolt is turned clockwise, the bolt advances toward the nut. I.e. it closes.  The thread angle is 60◦ and the crests of the thread may be either flat or rounded. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 4 Sharp vee threads shown for clarity; the crests and roots are actually flattened or rounded during the forming operation.
  • 5. Unified classes of threads  The UN (unified common) class of screw is the most commonly used series in common applications. It is  The UNRF (unified reduced fatigue) profile has a rounded fillet at the root of the thread. Due to reduced stress concentration, they are used where high fatigue strength is required.  Unified (UN and UNRF) threads are specified by the nominal major diameter, no of threads per inch, and thread series, for example, 0.58 in-18 UNRF or 0.625 in-18 UNRF.  Metric threads are specified by writing the diameter and pitch in millimeters  M12 × 1.75 is a thread having a nominal major diameter of 12 mm and a pitch of 1.75 mm. [Note that the letter M here means it is metric unit designation]  Many tensile tests of threaded rods have shown that an unthreaded rod having a diameter equal to the mean of the pitch diameter and minor diameter will have the same tensile strength as the threaded rod. The area of this unthreaded rod is called the tensile-stress area At of the threaded rod. See tables 8-1 and 8-2 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 5
  • 6. Table 8-1 Table 8-2 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 6
  • 7. Thread for Power Screws  Square and Acme threads are used on screws when power is to be transmitted.  Preferred pitches are listed. However, other pitches can be and often are used, since the need for a standard for such threads is not great. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 7
  • 8. Threaded Fasteners – Bolts and Screws  Screws, nuts and bolts  Bolts are for the assembly of two unthreaded components, with the aid of a nut. Screws in contrast are used with components, at least one of which contains its own internal thread  The purpose of a bolt is to clamp two or more parts together.  The clamping load stretches or elongates the bolt; the load is obtained by twisting the nut until the bolt has elongated almost to the elastic limit.  hold the bolt head stationary and twist the nut; in this way the bolt shank will not feel the thread-friction torque.  Points of stress concentration are at the fillet, at the start of the threads (runout), and at the thread-root fillet in the plane of the nut ( when present)  The diameter of the washer face is the same as the width W of hexagon. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 8
  • 9. Threaded Fasteners - Nuts  In applications where vibration or rotation may work a nut loose, various locking mechanisms may be employed: Adhesives, safety pins or lockwire, nylon inserts, or slightly oval-shaped threads.  A rule of thumb is that preloads of 60 %of proof load rarely loosen.  Sometimes we use two nuts to prevent loosening. In local jargon it is called “check-nut” 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 9 A car hub, with the central nut hidden behind a castellated nut cover that is locked against rotation using a cotter pin. The effect is similar to using a castellated nut.
  • 10. Why Hexagonal?  The most common shape for bolt-heads and nuts is hexagonal  6 sides give a good granularity of angles for a tool to approach from (good in tight spots)  More (and smaller) corners would be vulnerable to being rounded off.  It takes only 1/6th of a rotation to obtain the next side of the hexagon and grip is optimal.  Polygons with more than 6 sides do not give the requisite grip and polygons with less than 6 sides take more time to be given the next grip position.  Other specialized shapes exist for certain needs, such as wings for finger adjustment and captive nuts for inaccessible areas 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 10
  • 11. Threaded Fasteners - Washers  The ideal bolt length is one in which only one or two threads project from the nut after it is tightened.  Bolt holes may have burrs or sharp edges after drilling.  These could bite into the fillet and increase stress concentration.  Therefore, washers must always be used under the bolt head to prevent this.  They should be of hardened steel and loaded onto the bolt so that the rounded edge of the stamped hole faces the washer face of the bolt.  Sometimes it is necessary to use washers under the nut too. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 11 Plain (left) and split (right)washers Belleville or conical washer Curved disc spring washer Toothed lock washer with external teeth
  • 12. Threaded Fasteners - Gaskets  A gasket is a mechanical seal which fills the space between two or more mating surfaces, generally to prevent leakage from or into the joined objects while under compression.  Gaskets allow "less-than-perfect" mating surfaces on machine parts where they can fill irregularities.  Gaskets are commonly produced by cutting from sheet materials.  It is usually desirable that the gasket is able to deform and tightly fills the space it is designed for, including any slight irregularities. A few gaskets require an application of sealant directly to the gasket surface to function properly.  Gaskets are normally made paper, rubber, silicone, metal, cork, felt, neoprene, nitrile rubber, fiberglass, Teflon) or a plastic polymer.  Most industrial gasket applications involve bolts exerting compression >2000 psi  The more compressive load exerted on the gasket, the longer it will last! 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 12 Some seals and gaskets 1. O-ring 2. fiber washer 3. paper gaskets 4. cylinder head gasket
  • 13. O-rings  An O-ring is a gasket in the shape of a torus made of an elastomer  It is designed to be seated in a groove and compressed during assembly between two or more parts, creating a seal at the interface.  O-rings are one of the most common seals used in machine design because they are inexpensive, easy to make, reliable, and have simple mounting requirements.  They can seal tens of MPa of pressure  There are O-ring materials which can tolerate temperatures as low as -200 C or as high as 250+ C. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 13
  • 14. Washers and Gaskets 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 14 Section of cylindrical pressure vessel. Hexagon-head cap screws are used to fasten the cylinder head to the body. Note the use of an O-ring seal. A bolted connection loaded in tension by the forces P. Note the use of two washers. Note how the threads extend into the body of the connection. When a connection is desired that can be disassembled without destructive methods and that is strong enough to resist external tensile loads, moment loads, and shear loads, or a combination of these, then the simple bolted joint using hardened-steel washers is a good solution. Such a joint can also be dangerous unless it is properly designed and assembled by a trained mechanic.
  • 15. Cap-screws: bolting without nut 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 15
  • 16. Stud Screw – Alternate to not using nut  A stud is a rod threaded on both ends.  A stud is screwed into the lower member first  then the top member is positioned and fastened down with hardened washers and nuts.  Studs are regarded as permanent  Joint can be disassembled merely by removing the nut and washer  Threaded part of lower member not damaged by reusing threads (unlike screws) 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 16
  • 17. Head studs  Sometimes, both ends are tightened with nuts.  This joint is non-permanent.  In engines, an important decision to choose b/w head bolt or head stud.  Head bolts are also twisted during torqueing, which means not all torque is converted into clamping force.  Stud bolt is more efficient in torqueing. No torque lost in twisting.  Head bolts more convenient for disassembly though 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 17 head studs are better suited for high-performance vehicles with greater power requirements, while head bolts are more practical for personal, everyday automobiles.
  • 18. Grip of the Fastener  The thread length of inch-series bolts, where d is the nominal diameter, is 𝐿 𝑇 = 2𝑑 + 0.25", 𝑓𝑜𝑟 𝐿 ≤ 6" 2𝑑 + 0.50", 𝑓𝑜𝑟 𝐿 > 6"  For metric bolts it is 𝐿 𝑇 = 2𝑑 + 6𝑚𝑚, 𝑓𝑜𝑟 𝐿 ≤ 125𝑚𝑚 2𝑑 + 12𝑚𝑚, 𝑓𝑜𝑟 125𝑚𝑚 < 𝐿 > 200𝑚𝑚 2𝑑 + 25𝑚𝑚, 𝑓𝑜𝑟 𝐿 > 200𝑚𝑚  The ideal bolt length is one in which only one or two threads project from the nut after it is tightened.  During tightening, the 1st thread of the nut tends to take the entire load  But yielding occurs & load is eventually divided over about 3 nut threads.  The grip l of a connection is the total thickness of the clamped material.  Due to a few threads taking the load, 𝑙 ≠ 𝐿 𝑇 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 18
  • 19. Fastener and Grip Length 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 19 Find H and t from tables A-31 and A- 32
  • 20. Nut and Washer Dimensions 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 20
  • 21. Stiffness of the Bolt  Twisting the nut stretches the bolt to produce the clamping force. This clamping force is called the pretension or bolt preload.  Since the members are being clamped together, the clamping force that produces tension in the bolt induces compression in the members.  The spring rate is the ratio between the force applied to the member and the deflection produced by that force. (𝐹 = 𝑘bΔ𝑙 ⇒ 𝑘 𝑏 = 𝐹 Δ𝑙 = 𝐸𝐴Δ𝑙 𝑙 Δ𝑙 = 𝐴𝐸 𝑙 ) 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 21 Find E from Table 8-8 Stiffness of portion of a bolt or screw clamped zone consists a) Unthreaded portion 𝑘 𝑑 = 𝐴 𝑑 𝐸 𝑙 𝑑 a) Threaded portion 𝑘 𝑡 = 𝐴 𝑡 𝐸 𝑙 𝑡 Two springs in series 1 𝑘 𝑏 = 1 𝑘 𝑡 + 1 𝑘 𝑑
  • 22. Stiffness of the Joint  Since the members are being clamped together, the clamping force that produces tension in the bolt induces compression in the members.  Clamped members also act like springs in series  The spring rate of the members being joint by the fastener is Where E is the modulus of elasticity of the material of the members. In this formula we assume all the members being jointed are of the same material 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 22 Find E from Table 8-8 If one of the members is a soft gasket, its stiffness relative to the other members is usually so small that for all practical purposes the others can be neglected and only the gasket stiffness used.
  • 23. An Example  As shown above, two steel plates are clamped by washer-faced 1 2 in-20 UNF × 1 1 2 in SAE grade 5 bolts each with a standard 1 2 N steel plain washer.  (a) Determine the bolt spring rate kb.  (b) Determine the member spring rate km  (c) Determine the length of the bolt. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 23
  • 24. Answer  From Table A–32, the thickness of a standard 1/2N plain washer is 0.095 in. From Table A-31, height for 0.5” nut is H=0.4375”  d=0.5”,  𝐴 𝑑 = 𝜋 4 𝑑2 = 0.196 𝑖𝑛2, For all materials 𝐸 = 30 𝑀𝑝𝑠𝑖  Grip length, 𝑙 = 0.5 + 0.75 + 0.095 = 1.345“  Length of bolt is 𝐿 > 𝑙 + 𝐻 ≅ 1.8"  Threaded length of bolt is 𝐿 𝑇 = 2𝑑 + 0.25 = 1.25"  Length of unthreaded portion in grip 𝑙 𝑑 = 𝐿 − 𝐿 𝑇 = 0.55"  Threaded portion in the grip 𝑙 𝑡 = 𝑙 − 𝑙 𝑑 = 1.345 − 0.55 = 0.795"  From Table 8-1, 𝐴 𝑇 = 0.159 𝑖𝑛2  The bolt stiffness is 𝑘 𝑏 = 0.196 0.159 30×106 0.196 1.25 +0.159(0.095) = 3.59 × 106 𝑙𝑏/𝑖𝑛  Member stiffness is 𝑘 𝑚 = 0.5774𝜋 30×106 0.5 2 ln 5 0.5774 1.345 +0.5 0.5 0.5774 1.345 +2.5 0.5 = 14.64 × 106 𝑙𝑏/𝑖𝑛 2/13/2017 Spring 312 (c) Bilal Siddiqui 2016 24
  • 25. Bolt Strength  The proof load is the maximum load (force) that a bolt can withstand without acquiring a permanent set.  The proof strength Sp is the ratio of proof load and tensile-stress area.  In the specification standards for bolts, the strength is specified by stating SAE or ASTM minimum quantities, the minimum proof strength, or minimum proof load, and the minimum tensile strength.  Min proof load is load at which 1% fasteners fail. 99% fasteners exceed it  The bolt grades are numbered according to the tensile strengths.  The grade of the nut should be the grade of the bolt.  Refer to Tables 8-9, 8-10 and 8-11 for minimum strength of steel bolts  ASTM threads are shorter because ASTM deals mostly with structures; structural connections are generally loaded in shear, and the decreased thread length provides more unthreaded shank area (remember 𝐴 𝑑 > 𝐴 𝑡). 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 25 Typical stress-strain diagram for bolt materials
  • 26. Bolt Head Markings  The bolt grades are numbered according to the tensile strengths.  Grades are printed (grades or some geometric code) along with manufacturer logo on the bolt head.  Unmarked bolts should be avoided as they may be unstandardized. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 26
  • 27. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 27
  • 28. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 28
  • 29. Standard Bolt Lengths 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 29
  • 30. External Loads  The clamping force, aka preload Fi , has been correctly applied by tightening the nut before external load P is applied. Fi = preload Ptotal = Total external tensile load applied to the joint P = external tensile load per bolt Pb = portion of P taken by bolt Pm = portion of P taken by members Fb = Pb + Fi = resultant bolt load Fm = Pm − Fi = resultant load on members C = fraction of external load P carried by bolt 1 − C = fraction of external load P carried by members N = Number of bolts in the joint  The bolt takes only 20% of the load, the rest is borne by the members 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 30 𝜎 𝑏 = 𝐹𝑏 𝐴 𝑡 = 𝐶𝑃 + 𝐹𝑖 𝐴 𝑡 , 𝜎𝑖 = 𝐹𝑖 𝐴 𝑡 The entire joint behaves like two springs in parallel, since they deflect by the same amount. Therefore, 𝐹 = 𝐹𝑏 + 𝐹 𝑚 and hence 𝑘 = 𝑘 𝑏 + 𝑘 𝑚
  • 31. External Loads  Load is equally shared by bolts, 𝑃 = 𝑃 𝑡𝑜𝑡𝑎𝑙 𝑁  P is tension load  It causes both bolt and member to deform by Δl  This is like springs in parallel. 𝑃𝑏 = 𝑘 𝑏Δ𝑙 and 𝑃𝑚 = 𝑘 𝑚Δ𝑙  Since 𝑃 = 𝑃𝑏 + 𝑃𝑚 = kb + km Δ𝑙 = kb+km 𝑘 𝑏 𝑃𝑏 = kb+km 𝑘 𝑚 𝑃𝑚  Let 𝐶 = 𝑘 𝑏 𝑘 𝑏+𝑘 𝑚 be the “stiffness of the joint”  Hence, we can write 𝑃𝑏 = 𝐶𝑃 and 𝑃𝑚 = 1 − 𝐶 𝑃  Resultant loads are therefore 𝐹𝑏 = 𝑃𝑏 + 𝐹𝑖 = 𝐶𝑃 + 𝐹𝑖 and 𝐹 𝑚 = 1 − 𝐶 𝑃 − 𝐹𝑖 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 31
  • 32. Factors of Safety in Static Loads  As a rule, a bolt will either fracture during tightening, or not at all.  For non-permanent joints, it is recommended that preload Fi is of 75 % of proof load Fp=SPAt  For permanent joints, Fi=0.9 Fp  The yielding FoS against the static stress exceeding proof strength is 𝒏 𝒑 = 𝑺 𝒑 𝝈 𝒃  Another indicator of yielding that is sometimes used is a load factor nL which is applied only to the load P as a guard against overloading. 𝒏 𝑳 = 𝑺 𝑷 𝑨 𝒕 − 𝑭𝒊 𝑷 𝒃 = 𝑺 𝑷 𝑨 𝒕 − 𝑭𝒊 𝑪𝑷  It is essential for a safe joint that external load be smaller than that needed to cause the joint to separate. If separation occurs, then the entire external load is borne by the bolt (remember bolt bears only 20-40% load in a joint)!  The load factor guarding against joint separation is 𝒏 𝟎 = 𝑭𝒊 𝑷 𝟏−𝑪 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 32
  • 33. Bolt Tension and Bolt Torque  High preload is very desirable in important bolted connections.  The preload is the “muscle” of the joint, and its magnitude is determined by the bolt strength. If the full bolt strength is not used in developing the pretension, then money is wasted and the joint is weaker.  In such cases the wrench torque required to develop the specified preload must be estimated.  The torque wrench has a built-in dial that indicates the proper torque.  Defining a torque coefficient K, we can relate preload with torque required 𝑇 = 𝐾𝐹𝑖 𝑑  K depends on the type of surfaces as well as lubrication  If not mentioned, you can take K=0.2 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 33
  • 34. Another Example  A 3/4 in-16 UNF ×2 1 2 in SAE grade 5 bolt is subjected to a load P of 6 kip in a tension joint. The initial bolt tension is Fi = 25 kip. The bolt and joint stiffnesses are kb = 6.50 and km = 13.8 Mlbf/in, respectively.  (a) Determine the preload and service load stresses in the bolt. Compare these to the SAE minimum proof strength of the bolt.  (b) Specify the torque necessary to develop the preload  Calculate the factors of safety and load factors. Answer: Done in class. 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 34
  • 35. Yet another example  cross section of a grade 25 cast-iron pressure vessel. N bolts are to be used to resist a separating force of 36 kip. (a) Determine kb, km, and C. (b) Find number of bolts required for a load factor of 2 where the bolts may be reused when the joint is taken apart. (c) With the number of bolts obtained in part (b), determine actual load factor for overload, the yielding factor of safety, and the load factor for joint separation. Answer: Done in class 2/13/2017Spring 312 (c) Bilal Siddiqui 2016 35