Effect of Thread Pitch and Initial Tension on the Self-Loosening of Threaded Fasteners

2005 ◽  
Vol 128 (4) ◽  
pp. 590-598 ◽  
Author(s):  
Sayed A. Nassar ◽  
Basil A. Housari

A mathematical model and an experimental procedure are presented to study the self-loosening phenomenon of threaded fasteners that are subjected to cyclic transverse loads. The study investigates the effect of thread pitch, initial bolt tension, and the amplitude of the external excitation on the loosening of a single-bolt joint. The rate of drop in the joint clamp load (fastener tension) per cycle, as well as the total number of cycles that would cause the complete loss of clamp load, are monitored. In the mathematical model, the differential equations of linear and angular motion of the bolt are formulated in terms of the system properties and the external cyclic transverse excitation. Numerical integration of the equation of angular motion provides the bolt rotation in the loosening direction, which causes the partial or full loss of the clamp load. An iterative MATLAB code is developed and used for the calculation of tension loss in the fastener tension due to the self-loosening. Analytical and experimental results are discussed.

Author(s):  
S. A. Nassar ◽  
B. A. Housari

A mathematical model and an experimental procedure are presented for studying the self-loosening phenomenon of threaded fasteners that are subjected to cyclic transverse loads. The effect of thread and underhead friction coefficients, the hole clearance, and the frequency and the amplitude of the transverse excitation are investigated. The experimental set up is made of a single-bolt joint, which is subjected to a cyclic transverse displacement or force. For each variable, the drop in the fastener tension and the joint clamp load versus the number of cycles is recorded and analyzed. In the mathematical model, the linear and angular motion of the bolt head is formulated in terms of the system properties and the external cyclic transverse excitation. The mathematical model provides the bolt rotation in the loosening direction, which causes the partial or full loss of the clamp load. An iterative MATLAB code is developed and used for the calculation of tension drop-off in the fastener tension due the self-loosening. Mathematical and experimental results are compared for various levels of system and external loading variables.


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.


2010 ◽  
Vol 132 (3) ◽  
Author(s):  
Amro M. Zaki ◽  
Sayed A. Nassar ◽  
Xianjie Yang

A nonlinear mathematical model is developed for studying the self-loosening behavior of preloaded countersunk threaded fasteners that are subjected to cyclic transverse loads. Torque components acting on the bolt are divided into pitch and resistance torque components; the net torque determines whether or not the bolt will rotate loose under the external excitation. The accumulation of the differential amount of loosening rotation increments is converted into the gradual loss of the bolt tension/clamp load. Although the loosening model incorporates several system variables, this study is focused on investigating the effect of thread and bearing friction coefficients on the loosening of fasteners with coarse and fine threads. Model prediction of the self-loosening behavior is experimentally validated.


Author(s):  
A. M. Zaki ◽  
S. A. Nassar ◽  
X. Yang

A nonlinear mathematical model is developed for studying the self-loosening behavior of preloaded countersunk threaded fasteners that are subjected to cyclic transverse loads. This paper investigates the effect of thread and bearing friction coefficients on the rate of loosening. Torque components acting on the bolt are divided into pitch and resistance torque components; the net torque determines whether or not the bolt will rotate loose under the external excitation. The accumulation of the differential amount of loosening rotation increments is converted into gradual loss of bolt tension/clamp load. Model prediction of the self-loosening behavior is experimentally validated.


Author(s):  
Basil A. Housari ◽  
Sayed A. Nassar

This study provides an experimental and theoretical investigation of the effect of the bearing friction coefficient and the thread friction on the self-loosening of threaded fasteners that are subjected to cyclic transverse service loads. Coating and lubrication affect the thread and the underhead friction of the fastener, which affects the loosening rate when it is subjected to transverse loads. A mathematical model was developed to evaluate the self-loosening behavior in threaded fasteners when subjected to cyclic transverse loads. An experimental procedure and test set up are designed in order to collect real-time data on the rate of preload loss per cycle as well as the rotational angle of the bolt head during its gradual loosening. The values of the coefficients of friction under the bolt head and between the threads were changed in the mathematical model to monitor their effect on the loosening rate. Experimentally, the friction coefficients are modified by changing the coating or the lubrication applied to the fasteners. One coating and one solid film lubricant are used, namely, phosphate and oil coating and Olefin and Molydisulfide lubricated bolts. The theoretical and experimental results are presented and discussed.


Author(s):  
Xianjie Yang ◽  
Sayed Nassar

In an effort to establish a theoretical outline of a criterion for preventing the vibration-induced loosening of preloaded threaded fasteners, this paper provides an experimental and analytical insight into the effect of the initial bolt preload and the excitation amplitude on the self loosening performance of cap screw fastener. A nonlinear model is used for predicting the clamp load loss caused by the vibration-induced loosening of cap screw fasteners under cyclic transverse loading. Experimental verification was conducted on the twisting torque variation and the effect of the preload level and transverse displacement amplitude. Comparison of the experimental and analytical results on the clamp load loss with the number of cycles verifies that the proposed model accurately predicts self-loosening performance.


2012 ◽  
Vol 134 (2) ◽  
Author(s):  
Amro M. Zaki ◽  
Sayed A. Nassar ◽  
Xianjie Yang

This paper investigates the effect of the countersunk conical angle and thread pitch on the loosening performance of preloaded countersunk-head bolts that are subjected to harmonic transverse loading. A nonlinear mathematical model is used to predict the loosening performance. Cumulative differential loosening rotation of the bolt head is converted to a gradual loss in the bolt tension and joint clamp load. Model prediction of the self-loosening behavior is experimentally validated.


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

A mathematical model is proposed for investigating the effect of the thread profile angle, thread and hole clearances on the loosening behavior of a preloaded bolt-nut system that is subjected to cyclic transverse excitation. Experimental verification of the analytical model results is provided for various levels of the initial bolt preload and frictional characteristics. Comparison of the experimental and analytical results on the clamp load decay with the number of cycles verifies that the proposed model predicts the loosening performance with good accuracy.


2009 ◽  
Vol 131 (2) ◽  
Author(s):  
Sayed A. Nassar ◽  
Xianjie Yang

A mathematical model is proposed for studying the vibration induced loosening of threaded fasteners that are subjected to harmonic transverse excitation, which often causes slippage between the contact surfaces between engaged threads and under the bolt head. Integral equations are derived for the cyclic shear forces as well as the bearing and thread friction torque components. They depend on the ratio of the relative rotational to translational velocities. The relationship between the dynamic thread shear force and bending moment is developed. When the external transverse excitation is large enough, it causes the threaded fasteners to loosen. Numerical results show that the dynamic transverse shear forces on the underhead contact surface, and between the engaged threads, decrease the bearing, and thread friction torque components. The effect of bolt preload, bearing and thread friction coefficients, the amplitude of the harmonic transverse excitation, and the bolt underhead bending on the bolt loosening are investigated. Experimental verification of the analytical model results of the bolt twisting torque is provided.


Author(s):  
Joon Ha Lee ◽  
Khalid Mahmood ◽  
Sayed A. Nassar

This study investigates the effect of key variable combinations on the loosening performance of a preloaded threaded fastener system under harmonic transverse vibrations, using a software for bolt loosening analysis. The software is based on a mathematical model of the standard Junker test for vibration loosening. Studied variable combinations include the fastener initial tension, thread pitch, bearing and thread friction coefficients, bolt stiffness, and joint stiffness. Generated data on bolt loosening performance is analyzed for trends and relative significance of variables, and variable combinations.


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