Estimated reading time: 8 minutes

Key Takea­ways

  • Defini­tion and Opera­ting Principle: A bolted joint connects at least two compon­ents using a screw, where tightening creates a tensile force in the thread, provi­ding the neces­sary clamping or preload force.
  • Purpose of Bolted Joints: They are used to join multiple elements so that they behave as a single unit and must withstand external influences such as tempe­ra­ture changes and mecha­nical loads without loosening on their own.
  • Safety Requi­re­ments: A bolted joint is considered safe only when all loads are accounted for and it does not loosen by itself; standards such as ISO 5393, DIN 1319, and VDI 2230 define minimum requi­re­ments and testing standards for this.

A secure bolted connec­tion is the founda­tion of numerous assembly processes in various industries.

Ensuring consis­t­ently high quality and safety is one of the main challenges in every company.

If the bolted connec­tion fails on a compo­nent, the conse­quences can be severe, especi­ally if it has been produced on a large scale.

This is why preven­tive error analyses, such as compre­hen­sive quality assurance, are an integral part of produc­tion planning.

The founda­tion for quality manage­ment of any kind is always a precise under­stan­ding of the requi­re­ments for each bolt that is used.

What is a Bolt Connection?

The term ‘bolt connec­tion’ defines the process during which at least two compon­ents are merged using a bolt.

A bolted connec­tion is also typically charac­te­rized by the fact that it can be undone without damage.

Appro­pria­tely chosen for the material and correctly executed, a bolted connec­tion can be undone repea­tedly without the risk of material damage.

Often this is an important factor when it comes to the repair or modifi­ca­tion of machi­nery, especi­ally since the modula­rity of produc­tion machines is incre­asing conti­nu­ally.
The opera­ting principle of a bolted connec­tion is based on the genera­tion of a tensile force in the thread, which is created by tightening with an appro­priate tool (e.g., nutrunner, EC nutrunner).

A secure connec­tion of the compon­ents is ensured by the combi­na­tion of clamping force and preload force.

The correct torque

Since it is diffi­cult to deter­mine the clamping force, usually the torque is measured to check if the bolted connec­tion meets the assembly requirements.

Tightening Technology: Reliable top-quality technology

Proper Instal­la­tion Matters! — Important Aspects of Bolt Connections

The purpose of bolted connec­tions is to unite two or more elements so that they behave as one whole.

A classic day-to-day example is the attach­ment of wheels to a vehicle.

Effective Bolted Connections: Attaching a wheel to a car

Attaching a wheel to a car appears to require a relatively simple bolted connec­tion.

However, this impres­sion is decep­tive because the attached tires must withstand signi­fi­cant mecha­nical stresses daily to trans­port the driver from A to B safely.

The poten­tial conse­quences of an insuf­fi­ci­ently tightened bolted connec­tion can be deadly in this case.

Basically, the follo­wing applies: All forces and external influences acting on bolted compon­ents, such as tempe­ra­ture changes, can cause elastic and / or plastic defor­ma­tions and thus movement between indivi­dual parts.

Thus, the most important aspect of a high-strength bolt connec­tion is ensuring the correct preload force, which provides the neces­sary clamping force to keep the connected compon­ents securely together and prevent relative movement.

This is why precise torque appli­ca­tion during instal­la­tion is of utmost importance.

Of Course, bolted connec­tions can also be found on a large scale.

A steel bolted moment connec­tion is a struc­tural joint used to connect steel beams and columns.

It is designed to resist rotational forces and provide stabi­lity in building structures.

Another example are slip-critical bolt connec­tions that are commonly used in struc­tures subjected to tension, shear or bending loads.

What is slip-critical bolt connection?

A slip-critical bolt connec­tion is a type of fastening method, where bolts are tightened to a speci­fied tension to create friction between the connected surfaces to prevent relative movement under load.

This method is employed when building bridges and high-rise buildings.

Bolting Basics: Ensuring Safety and Stability

Secure Connec­tion

A bolted connec­tion is considered secure only if the combi­na­tion of all loads does not lead to self-loosening.

To ensure a certain level of safety, there are guide­lines and standards that focus on various aspects of bolt technology.

These European and German standards are among those commonly used in enginee­ring and related industries:

  • ISO 5393
  • DIN 1319
  • VDI 2230

Another standard is provided by the American Insti­tute of Steel Construc­tion (AISC).

Diffe­rent Standards

While European standards use the metric system, AISC prima­rily employs English units like inches and pounds.

It also supports the Inter­na­tional System of Units (SI), however it is really important to pay close atten­tion to deviations.

The main objec­tive of standar­diza­tion is the precise defini­tion of the influen­cing factors and minimum requi­re­ments for the bolt techno­logy being used.

Additio­nally the testing and calibra­tion of tools are also subject to specific standards.

Bolting: Hand-held nutrunners, built-in nutrunners

Beyond Tightening: Decisive Factors that Affect Bolt Connections

Each bolted connec­tion has specific charac­te­ristics that can be influenced by various factors.

Utili­zing an Ishikawa diagram (also known as cause-and-effect diagram) is one possi­bi­lity to illus­trate those influences. 

These 5 crucial factors can influence the quality of a bolted connec­tion significantly:

FactorExample
PersonnelChoice of the wrong tool leads to an insecure bolted connection
MaterialsQuality varia­tions in material composition
Equip­mentMalfunc­tions that are not immedia­tely detected
Environ­mentDesta­bi­liza­tion of the bolted connec­tion by external influences, such as cold or heat
MethodsAssembly method and material do not match

For businesses, the human element remains the most signi­fi­cant factor in the success of produc­tion processes.

Regar­ding bolted connec­tions, proper training can consider­ably reduce errors and even reveal oppor­tu­ni­ties for enhan­cing quality or cutting costs.

That’s why ongoing, job-specific training focused on work processes and tool utiliza­tion is vital.

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Frequently Asked Questions (FAQ)

1. What factors contri­bute to the strength and durabi­lity of a bolted connection?

Key factors include proper preload appli­ca­tion, appro­priate bolt selec­tion, correct joint design, and adherence to instal­la­tion proce­dures. Ensuring these elements helps maintain joint integrity under various loads and conditions.

2. How does preload affect the perfor­mance of a bolted joint?

Preload, the initial tension applied during tightening, clamps joint compon­ents together, preven­ting movement and distri­bu­ting loads evenly. Proper preload minimizes the risk of fatigue and loosening under dynamic conditions.

3. What are common failure modes in bolted connections?

Common failures include fatigue due to cyclic loading, loosening from vibra­tion, thread strip­ping, and corro­sion. Regular inspec­tion and mainten­ance can mitigate these issues.

4. Why is torque control important in bolted assemblies?

Accurate torque appli­ca­tion ensures the desired preload is achieved without over-tightening, which can damage compon­ents, or under-tightening, which can lead to joint loosening. Consis­tent torque appli­ca­tion enhances joint reliability.

5. How can environ­mental factors impact bolted connections?

Environ­mental condi­tions like tempe­ra­ture fluctua­tions, humidity, and exposure to corro­sive substances can affect material proper­ties and joint integrity. Selec­ting appro­priate materials and protec­tive coatings helps mitigate these effects.

6. What role does bolt material and grade play in connec­tion strength?

The material and grade deter­mine the bolt’s mecha­nical proper­ties, such as tensile strength and ducti­lity. Choosing the correct grade ensures the bolt can withstand the appli­ca­ti­on’s specific loads and conditions.

7. Are washers neces­sary in bolted joints?

Washers can distri­bute load, prevent surface damage, and reduce the risk of loosening. Their use depends on the appli­ca­tion requi­re­ments and joint design.

8. How often should bolted connec­tions be inspected?

Inspec­tion frequency depends on the appli­ca­ti­on’s criti­cality and opera­ting condi­tions. Regular inspec­tions help detect issues early, ensuring continued joint perfor­mance and safety.

Note: This FAQ is intended for general infor­ma­tional purposes and does not replace perso­na­lized advice. For specific inqui­ries, please consult a quali­fied specialist.

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