Bearing Friction Torque in Threaded Fasteners With Non-Flat Underhead Contact

Author(s):  
Sayed A. Nassar ◽  
Marco Gerini Romagnoli ◽  
Joon Ha Lee

This study provides experimentally validated formulation of underhead bearing friction torque component during tightening of threaded fasteners with non-flat contact with the joint. Motosh model is utilized for spherical and conical contact surfaces for various scenarios of contact pressure. For each pressure scenario, a single non-dimensional 3-D graph is generated for the corresponding values of an effective bearing friction radius. A rotating sliding speed-dependent friction coefficient model is also investigated for its impact of the results of bearing friction radius. Torque-Tension testing is used to measure the bearing friction torque and the corresponding bearing friction coefficients using Motosh model, in which the newly formulated bearing friction radius expressions are entered. Obtained bearing friction coefficient values are then compared with those published by the threaded fastener manufacturer.

2020 ◽  
Vol 142 (3) ◽  
Author(s):  
Marco Gerini Romagnoli ◽  
Sayed A. Nassar ◽  
Joon Ha Lee

Abstract A novel experimentally validated formulation is provided for the bearing friction torque component in threaded joints with spherical and conical contact geometry, by extending two-dimensional Motosh model for various scenarios of contact pressure. Data for the corresponding effective bearing friction radius is generated, using constant or sliding speed-dependent friction coefficient models. Generated bearing friction radius data are used in Motosh model for torque–tension test data to obtain the bearing friction coefficient, which is found to be reasonably comparable to published bearing friction data.


Author(s):  
Yasuo Fujioka ◽  
Tomotsugu Sakai

It is common knowledge that a bolt is apt to loosen due to slippage between the contact surfaces of joined parts. Loosening tests using real parts enable precise scrutiny of real phenomena under the influence of multiple factors such as slip distance, surface roughness, and coefficient friction. However, estimating the influence of the individual factors is very difficult because the friction forces of real contact surfaces are compiled based on variations in friction coefficients, meaning friction is not stable. Therefore, the effects of factors were investigated using Finite Element Analysis (FEA) to control friction coefficients. The procedures were as follows. Assuming a joined structure consisting of a bolt, nut, and washer, bolt axial tension was generated through constant movement of a washer in the bolt’s axial direction, following which the washer was constantly vibrated in one direction transverse to the bolt axis. This vibration generated displacements equivalent to the degree of slippage between the two clamped parts. During vibration, the rotating angles of the bolt and the contact pressure of the threads and bearing surfaces were calculated. The results were as follows. The vibrating displacements of a washer have considerable influence on the rotational loosening of a bolt. In cases where there was only minor displacement of the washer vibrations, the rotational loosening angle rapidly decreased, although the loosening did not cease completely. Therefore, the magnitude of what is called “critical slip” was not confirmed under the conditions of this study. In addition, the friction coefficient has a significant influence on the rotational loosening of a bolt. When the respective friction coefficient values of the threads and bearing surfaces are not balanced, rotational loosening cannot continue. Surface roughness readily affects contact pressure, so it tends to make the contact pressure localized. In particular, high-pressure areas were affected by several projections set on the threads. However, under those conditions the rotational loosening did not differ greatly from the results of the fine surface models subject to the same vibrating amplitude and friction coefficient. Consequently, the localized contact pressure had little evident effect on loosening. Above all, FEA reproduced the loosening of the bolt, and the reference made in this analysis is useful.


Author(s):  
Amro M. Zaki ◽  
Sayed A. Nassar

This paper experimentally investigates the effect of coating thickness on the thread, bearing friction coefficients and torque-tension relationship in threaded fasteners. The torque-tension relationship is highly sensitive frictional changes. Two different coating thicknesses are investigated using two bolt sizes; realtime test data is collected for two ranges of bolt tension. The experimental set up collects real-time data on the tightening torque, bolt tension, and the corresponding reaction torque. Test data is used for calculating the thread and bearing friction coefficients, as well as the overall torque-tension relationship for two different coating thicknesses. The study would provide an insight into the variation of the torque-tension relationship which is a key factor that significantly affect the reliability and safety of bolted assemblies in many mechanical and structural applications.


2005 ◽  
Vol 127 (2) ◽  
pp. 263-272 ◽  
Author(s):  
S. A. Nassar ◽  
H. El-Khiamy ◽  
G. C. Barber ◽  
Q. Zou ◽  
T. S. Sun

An experimental procedure is proposed for studying the underhead and thread friction in fasteners. The effective bearing friction radius, the underhead friction coefficient, and the thread friction coefficient are experimentally determined for fasteners with standard hexagonal heads and for flanged head fasteners. Hence, greater accuracy has been achieved in determining the value of the torque components that are consumed in overcoming friction in threaded fasteners. This would lead to a more reliable torque-tension correlation and would enhance the safety and quality of bolted assemblies. A design of experiment procedure is presented in order to investigate the effect of fastener material class, the thread pitch, and the fastener size on thread friction coefficient. For the underhead bearing friction, an experimental model is presented in order to determine the effect of the radii ratio of the contact area on the bearing friction radius.


Author(s):  
Sayed A. Nassar ◽  
Xianjie Yang

New formulas are developed for the torque-tension relationship, various torque components, and for the break-away torque values in threaded fastener applications. The 3-D aspects of the lead helix and thread profile angles, the kinetic and static friction coefficients are all taken into account. Two scenarios of the contact pressure between threads and under the turning fastener head are considered; namely, uniform distributed and linearly distributed contact pressure scenarios. The effect of thread pitch, lead helix and thread profile angles, friction coefficients, and the fastener geometry is discussed. Results from the new formulas are compared with the approximate torque-tension relationship provided in the literature. A percent difference analysis indicates that the new formulas provide significant improvement that would enhance the reliability and safety of bolted connections, especially in critical applications.


Author(s):  
Diego A. Lorio ◽  
Facundo J. Wedekamper ◽  
Fabiano Bertoni ◽  
Facundo S. Lopéz ◽  
George C. Campello ◽  
...  

The offshore industry has presented an increasing demand over the last few decades, requiring the production in deep water fields. The end fittings (EF) are critical points within the production system. Therefore, structural and fatigue analyses are essential in the EF design, making it necessary to know the stress distribution experienced by the armor wires along the EF. Numerical and analytical models are often used in order to assess the stress state. However, characteristics like geometries, materials and interactions must be previously known in order to apply these models. The purpose of this work was to analyze the arithmetic mean surface roughness (Ra) and to determine the friction coefficient (μ) for two types of armor wires when in contact with resin used to fill the EF. The resin used in the interaction with the armor wires was an epoxy filled with metallic particles. For the experimental analysis straight carbon steel armor wires with different cross-sections, typically used in 2.5″ and 8″ flexible pipes were used. Surface profile was obtained for each wire by repeated measurements along two lines over each surface. A total of three repetitions were performed in each measure line. Longitudinal roughness was determined through these profiles. Finally, friction coefficients were obtained experimentally by means of a device that allows to simulate the wire pullout and sliding process. In this device, two epoxy pads were put in contact with the surface of the analyzed wire sample, and rigid bodies in contact with the pads were used to ensure that the normal load applied is transmitted uniformly through the contact surface. The displacement rate, contact pressure between the surface of the wire and the epoxy resin pads, and axial force were recorded. The roughness in the longitudinal direction of the wires was analyzed through descriptive statistic and compared by Student’s “t” test. The highest values were obtained on wires with larger sections. This behavior is exposed on the results obtained for the friction coefficient as a function of the contact pressure. Friction coefficient for both wires was analyzed and compared using a Mann-Whitney U test. Both friction coefficients have a positive slope, indicating a small increase as the contact pressure raise. The significance value obtained for the means comparisons was p = 0.0001 and confirms that the average friction coefficient of the two wires are really different. Because of that, we conclude that is necessary to treat the EF project for different flexible pipes differentially.


2007 ◽  
Vol 129 (4) ◽  
pp. 484-494 ◽  
Author(s):  
Basil A. Housari ◽  
Sayed A. Nassar

This study provides a theoretical and experimental investigation of the effect of the thread and bearing friction coefficients on the self-loosening of threaded fasteners that are subjected to cyclic transverse loads. The friction coefficients are varied by using different types of coating and lubrication. A phosphate and oil coating and an olefin and molydisulfide solid film lubricant are used on the bolts tested. A mathematical model is developed to evaluate the self-loosening behavior in threaded fasteners when subjected to cyclic transverse loads. An experimental procedure and test setup are proposed in order to collect real-time data on the loosening rate (rate of clamp load loss per cycle) as well as the rotational angle of the bolt head during its gradual loosening. The experimental values of the friction coefficients are used in the mathematical model to monitor their effect on the theoretical results for the loosening rate. Experimentally, the friction coefficients are modified by changing the coating or the lubrication applied to the fasteners. The theoretical and experimental results are presented and discussed.


2014 ◽  
Vol 602-605 ◽  
pp. 633-637
Author(s):  
Peng Gao Zhang ◽  
Long Wei ◽  
Xiu Feng

The total deformation and contact pressure the equivalent stress of rotary and stationary rings of contact mechanical seal are numerical simulated by ANSYS workbench. The effects of spring pressure, friction coefficient, rotational speed of rotary ring, width of contact surfaces on deformation and contact pressure are analyzed. Results indicate that deformation of rotary and stationary rings increases with the increase of spring pressure and friction coefficient, however, decreases with the increase of rotational speed of rotary ring and width of contact surfaces. Contact pressure increases with the increase of spring pressure, however, decreases with the increase of friction coefficient and width of contact surfaces. The effects of spring pressure and friction coefficient on contact pressure are not obvious, and the effect of width of contact surfaces on contact pressure is very small when it is more than 3 mm.


Author(s):  
S. A. Nassar ◽  
H. El-Khiamy ◽  
G. C. Barber ◽  
Q. Zou ◽  
T. S. Sun

An experimental procedure is proposed for studying the underhead and thread friction in fasteners. The effective bearing friction radius, the underhead friction coefficient, and the thread friction coefficient are experimentally determined for fasteners with standard hexagonal heads and for flanged head fasteners. Hence, greater accuracy has been achieved in determining the value of the torque components that are consumed in overcoming friction in threaded fasteners. This would lead to a more reliable torque-tension correlation and would enhance the safety and quality of bolted assemblies. A Design of Experiment (DOE) procedure is presented in order to investigate the effect of fastener material class, the thread pitch, and the fastener size on thread friction coefficient. For the underhead bearing friction, an experimental model is presented in order to determine the effect of the contact area radii ratio on the bearing friction radius.


Author(s):  
M F Workel ◽  
D Dowson ◽  
P Ehret ◽  
C M Taylor

A new ball impact apparatus has been developed for measuring the friction coefficients of solidified lubricants under very high pressures. Results obtained for Santotrac 50 showed a decrease in friction coefficient with increasing mean contact pressure and showed good consistency with values reported elsewhere from several different forms of apparatus.


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