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Torque Techinacal
Information
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continued...
1.
Fastener
Details.
Dimensions and
strength grades are specified in various standards. Table 1 presents
information on strength grades of bolts; the most common grade for metric
fasteners is grade 8.8. Estimating the appropriate friction coefficient
can be problematical. Tables 2 and 3 may be used as a guide; when other
information is not available. Tables 4 and 5 provide relevant
information relating to thread dimensions.
2. Determination of the tensile stress in the threaded
section. To determine the tensile stress in the
fastener, first establish what proportion of the yield strength you wish
the tightening process to utilise. Normally a figure of 90% is acceptable
but may be varied to suit the application. Because of the torque being
applied to the threads, torsion reduces the tensile stress available to
generate preload. The following formula can be used to determine the
tensile stress in the thread.
3. Establish the
preload. The preload F is related to the direct
tensile stress sr
by:
 The stress area of the
thread As represents the effective section of the thread.
It is based upon the mean of the thread pitch and minor diameters. It can
be obtained from tables or calculated using the formula:
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4. Determine the tightening
torque. The relationship between tightening torque T
and bolt preload F is:
If units of newtons and millimetres are being used, T
will be in Nmm. To convert to Nm, divide the value by 1000. The effective
friction diameter Df can be determined using the following formula:
 For a
standard hexagon headed nut, Do is usually taken as the across flats
dimension and Di as the diameter of the bolt's clearance
hole.
Terms used in the formulae.
T Tightening torque to be
applied to the fastener. F The preload (or
clamp force) in the fastener. sE
Equivalent stress (combined tensile and torsional stress)
in the bolt thread. A figure of 90% of
the yield or proof stress of the
fastener is usual. sT Tensile stress in the fastener.
d2 Pitch diameter of the thread.
d3 Minor (or root) diameter of the thread.
P Pitch of the thread. mt Thread friction
coefficient. mh Friction
coefficient between the joint and nut face. Df The
effective friction diameter of the bolt head or nut.
Do Outside diameter of the nut bearing surface.
Dj Inside diameter of the nut bearing surface.
Care should be talsen to vse consistent units throughout.
Note on the use of friction values
As can be seen from tables 2 and 3, upper and lower
limits to friction values are stated. Traditionally a mean value of
friction is used when calculating the tightening torque and preload value.
Be aware however, that for other conditions remaining constant, the higher
the value of friction - higher is the required tightening torque and lower
is the resulting preload.
____________________________________________________________________ Example calculation As an example, the
above formulae will be used to determine the preload and tightening torque
for a grade 8.8 M16 hexagon headed bolt.
STEP 1. Establishing the dimensions and
friction conditions. The data below is to be
used
d2 =
14.701 mm d3 =
13.546mm P =
2mm mt taken as
0.11 mh
Taken as 0.16
STEP
2. Calculating the tensile stress in the fastener.
Using 90% of 640N-mm2 gives sE= 576N/mm2, substituting values
into the formula gives st=
491N/mm2.
STEP 3. Taking
the stress area As as 157mm2, gives the bolt preload F to be
77087N.
STEP 4.
Determination of the tightening torque T i) The effective friction
diameter. Taking Do = 24mm and Dj= 17.27mm gives Df= 20.6mm. ii) Using
the values calculated gives a tightening torque T of
223481Nmm, that is 223Nm.
Contd.....
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