Engagement (thread)

Bolted joints are one of the most common elements in construction and machine design. They consist of fasteners that capture and join other parts, and are secured with the mating of screw threads.

There are two main types of bolted joint designs: tension joints and shear joints.

In the tension joint, the bolt and clamped components of the joint are designed to transfer an applied tension load through the joint by way of the clamped components by the design of a proper balance of joint and bolt stiffness. The joint should be designed such that the clamp load is never overcome by the external tension forces acting to separate the joint. If the external tension forces overcome the clamp load (bolt preload) the clamped joint components will separate, allowing relative motion of the components.

The second type of bolted joint transfers the applied load in shear of the bolt shank and relies on the shear strength of the bolt. Tension loads on such a joint are only incidental. A preload is still applied but consideration of joint flexibility is not as critical as in the case where loads are transmitted through the joint in tension. Other such shear joints do not employ a preload on the bolt as they are designed to allow rotation of the joint about the bolt, but use other methods of maintaining bolt/joint integrity. Joints that allow rotation include clevis linkages, and rely on a locking mechanism (like lock washers, thread adhesives, and lock nuts).

Proper joint design and bolt preload provides useful properties:

In both the tension and shear joint design cases, some level of tension preload in the bolt and resulting compression preload in the clamped components is essential to the joint integrity. The preload target can be achieved by a variety of methods: applying a measured torque to the bolt, measuring bolt extension, heating to expand the bolt then turning the nut down, torquing the bolt to the yield point, testing ultrasonically, or by applying a certain number of degrees of relative rotation of the threaded components. Each method has a range of uncertainties associated with it, some of which are very substantial.

Typically, a bolt is tensioned (preloaded) by the application of a torque to either the bolt head or the nut. The applied torque causes the bolt to "climb" the thread causing a tensioning of the bolt and an equivalent compression in the components being fastened by the bolt. The preload developed in a bolt is due to the applied torque and is a function of the bolt diameter, the geometry of the threads, and the coefficients of friction that exist in the threads and under the torqued bolt head or nut. The stiffness of the components clamped by the bolt has no relation to the preload that is developed by the torque. The relative stiffness of the bolt and the clamped joint components do, however, determine the fraction of the external tension load that the bolt will carry and that in turn determines preload needed to prevent joint separation and by that means to reduce the range of stress the bolt experiences as the tension load is repeatedly applied. This determines the durability of the bolt when subjected to repeated tension loads. Maintaining a sufficient joint preload also prevents relative slippage of the joint components that would produce fretting wear that could result in a fatigue failure of those parts.

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Wikipedia