Innovation in mechanical fastening technology for maintenance free joints

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Innovation in mechanical fastening technology for maintenance free joints Dr.-Ing. Hans-Albert Staedler Customer Engineering Director Europe Alcoa Fastening Systems Industrial Products, Telford, UK Alcoa Fastening Systems has many years experience in mechanical fastening technologies. Louis Huck (the founder of Huck fasteners) developed in last century in the middle of the forties the very first lock bolt system. The functionality of lock bolt systems is based on cold forming/ extrusion technology. A so called collar gets cold formed during installation by an anvil (part of a special installation tool) into unique locking grooves of a pin. After the installation the fastener is mechanical locked due to this volume controlled swaging process. The locking grooves are more times filled with collar material. The system of this builds a natural barrier against vibration and clamp loss. Lock bolt systems create vibration resistant and high fatigue life joints. Since the very first lock bolt these systems have been permanent optimized. A revolution was, when Alcoa Fastening Systems came to the market with pintail less lock bolts. These systems do not more have a pintail end with blank and rust effected surface. The installation gets faster, smoother and with reduced noise compared with traditional lock bolts and much faster than conventional bolts. Germans highest construction authority DIBt tested the Bobtail in accordance with the EN 1993 regulation and approved it as opportunity to generate total maintenance free joints so far correct installed and the work pieces do correlate with. The Bobtail delivers also the performance of ISO 12944 C5 M corrosion protection. The tab 1 shows the evolution of lock bolt systems comparable with high strength conventional bolts. High Strength Bolt & Nut Traditional Lock Bolt Advanced Lock Bolt Huck 360 System Features Clamp Load High High High High Clamp ±30% ±6% ±6% ±20% Variation Removability Yes Semi-permanent Semi-permanent Yes 16mmTool < 10 lbs. 20 lbs. < 10 lbs. < 10 lbs Weight Vibration Resistance Low High High High Tab 1: Lock bolt evolution; //Source Alcoa Fastening Systems test lab. Waco// In the tab1 is included the newest innovation, the H360 In comparison to lock bolt systems the H360 does not more need a special installation tool. The Huck 360 is a removable & reusable nut and bolt system with lock bolt equivalent vibration resistance and high fatigue strength. It has the installation flexibility of high strength bolt and nut systems. Due to the tightening installation method the clamp variation is larger than Lock bolt systems, but smaller than conventional bolt systems. The ductile nut thread and its deformation during the tightening process generate a mechanical lock with 1

the hardened thread of the pin. This gives to the H360 the highest strength bolting system for connections requiring field service with standard tools. H360 bolt H360 nut Interference between H360 bolt and ductile nut thread. bolt nut Picture 1: Parts and functionality of H360 system; //Source: Alcoa fastening Systems test lab Waco// The free running nut thread quickly spins down and tightens while minimizing damage to coatings. The H360 stays tight under severe vibration loading and superior fatigue strength holds up against high repetitive service loads. The preloaded H360 thread and conventional bolt/ nut thread detail shows the difference and reason for this high resistance against vibration.the H360 bolt thread is similar to a lock bolt system, has mild contours and no stress concentration areas and deliver to the bolt a larger 2

cross sectional area than a conventional bolt thread. The nut thread is designed in a style, which deform during tightening process enough material for the locking mechanism. The nut thread is in ductile hardness and allows the removability and reusability. This means, that the system is suitable to solve work piece surface imperfections and/ or screw installation strategies for instance in large flange wind turbine towers. 1. Preload thread detail Conventional bolt and nut H360 thread Thread Flanks can slide. Nut can move relative to bolt. Thread Flanks are Locked. Nut cannot move relative to bolt UNC thread H360 thread 194 KSI max 141 KSI max stress in thread stress in thread Max = 194 KSI root radius Max = 141 KSI root radius 27% less stress in thread 2. Vibration resistance 3. Tension- tension Fatigue The Huck 360 thread has 5 times the fatigue life of a standard UNC bolt Picture 2: Parts and functionality of H360 system; //Source: Alcoa fastening Systems test lab Waco// 3

The Alcoa internal test results (pic 2) allow to draw the following conclusions. Features Benefits Vibration Proof Reduction in frequency of maintenance Longer equipment uptime Free running thread Fast fit-up No coating damage Easy removal Field serviceable Shallow low notch factor bolt thread High fatigue strength Absorbs high spike loads Grade8 and Class10.9 tensile and shear strength Easy upgrade from conventional nuts and bolts Installed and removed conventional wrenches Field serviceability Tab 2: Huck 360 Summary of Features and Benefits; //Source Alcoa Fastening Systems test lab. Waco// The below in picture 3 all hard metric and imperial size diameters shown, which are actual available. In accordance with construction industry need the additional diameters M24, M27, M30 and M42 on plan. Picture 3: Availability of H360 system; //Source: Alcoa fastening Systems// 4

An example for usage of H360 system is the usage in mining industry. The Morbark Inc. was having poor insert (tooth) life on a Model 1300 Tub Grinder. Using ¾ stoverized nuts and Grade 8 Bolts. They were losing upwards of 6 to 8 teeth a day per the operator. Using the Huck 360 they were able to accumulate approximately 120 hours over a period of five weeks. During that period of time only 8-10 inserts were lost. Picture 4 and 5: Morbark Inc. Grinder with H360 ; //Source: Alcoa fastening Systems // Other opportunities are in Steel construction Truck and trailer Agriculture, harvest machinery Rail and railcar Car industry Mining Construction machines and excavators After and repair market where normal screws failed Steel construction examples are shown in next picture Huck 360 in Steel construction market Structural steel Engineering (Civil Engineering) Storied Buildings Hall constructions Steel bridge construction Static bridges, Movable bridges Mobile bridges Masts and towers, Solar construction Energy Communication Building and industrial segments Framework Cranes Cooling towers Chimneys Hydro mechanical strutures Channel and harbor construction Special constructions Radio telescope elevators, circus and exhibition constructions Picture 6: H360 in Steel construction 5

For all applications in construction market an approval is necessary. We started in Germany the approach to a so called DIBt approval. This DIBt is the German authority for the fulfillment of technical tasks in the field of public law. This authority sets National Technical approvals. The DIBt is member of EOTA (European Organization for Technical Approvals). The actual status is of this approach is: 1. The approach has been generated and the DIBt decided the accredited test laboratory and the assessor. 2. The test program has been developed and approved. The test program includes the test in accordance with categories A, B, C, D and E in behalf of DIN EN 1993-1-8. The clear advantage is supposed for high strength and friction controlled connections (category B, C and E after DIN EN 1993-1-8. 3. Preliminary and first tests with M27 diameter have been done and results look good. Tab 3: Categories of bolted joints; //Source: EN1993-1-8// Preliminary test for bolt diameter M 27 The aim of these preliminary tests was to get a first impression from an independent third party about the service, which can be provided with H360 bolt system. These preliminary results are the base for the official test program, which will start end of 2013. All test specifications have been developed by Fraunhofer AGP Rostock and in accordance with DIBt requirements. Specimen for tests material was S355. The Preload (clampforce) sensor is from company Kistler. 1. Characteristic preload and preload loss F p,c measured with Piezo system (picture 7) 2. Slip resistance at serviceability and ultimate F v Rk 3. Cyclic load tests for identifying of self- loosening effects in friction controlled joints. 4. Preload after multiple retightening processes 6

1. Test results of characteristic preload and preload loss F p,c The range of installed preload is due to the tightening installation method. The loss of preload is very close to a lock bolt system and shows the minimal setting effects in the installed system. The reason for this is the impact of bolt and nut thread style. The determination of preload loss F p,c has been identified for each one bolt after 24, 48 and 96 hours. Therefore a sensor has been placed into the preloaded connection. After 24, 48, or 96 hours the nut has been removed with an automatic screwdriver. The disconnecting of the joint is synonymous with the discharge of the sensor. This supplies metrological a negative signal voltage, which is equivalent to preload in point of time before disconnecting. A continue determination of preload is impossible with this test method. For longtime preload loss more and different tests and other test methods are necessary. Draft Preload F pc Test spec Preliminary Clamp loss after 24 hrs 2,31 bis 3,70 % Picture 7: Draft of test results Preload and preload loss after 24 hours ; //Source: Fraunhofer AGP test laboratory Rostock, Prüfbericht Nr. P-FhAGP V1109-03, Rostock 2012 // 7

2. Test results about slip resistance F v Rk The tests have been done on double shear specimen S355J2+N material. Hole tolerance Δd = 2,0 mm. The holes in diameter 29mm have been drilled. Style and size of specimen deliver bolt failure as criteria. The bolts have been equipped with hardened washers. The test speed was 1mm/min until bolt crack. To get specimen surface friction coefficient μ 0,5, Zinc-Silicate in accordance with DIN 18800-7 has been used. As expected the bolt failure did happen. The A linear inductive displacement transducer picks up the relative and absolute expansion between outer and middle work piece. Displacement has been measured up to 200 μm. The servo- hydraulic machine software delivered machine force and transfer displacement. Draft Shear F v Rk Test spec Machine load diagrams (left) and load displacement diagrams (right) (EN1090-2 annex G) Picture 8: Draft of test results about shear and slip resistance ; //Source: Fraunhofer AGP test laboratory Rostock, Prüfbericht Nr. P-FhAGP V1109-03, Rostock 2012 // 8

3. Cyclic load tests for determine of self- loosening effects in friction controlled connections Draft Cyclic test Test specimen 1 Servo- hydraulic test machine 2 Test house laboratory 3 Tooling to fit specimen 4 Strain gauged bolt 5 workpiece package Test parameter R= -1,0/ 5Hz room temparature Picture 9: Draft of test results self-loosening effects under cyclic load ; //Source: Fraunhofer AGP test laboratory Rostock, Prüfbericht Nr. P-FhAGP V1109-03, Rostock 2012 // 9

Friction controlled joints are preferred in reverse and /or cyclic loaded connections. To keep preload is essential for long service life. Conventional bolt/ nut connections tend to self-acting unscrewing. This effect reduces the fatigue life of the joints. To determine these effects for H360 system the following preliminary test has been done. Specimen used in double shear S355J2-N plates, dry, no rust and uncoated. Hole diameter 29mm with tolerance Δd = 2,0 mm, drilled. Hardened washers have been used. Bolts have been equipped with strain gauges which have been calibrated in force range 50 up to 400 kn. Therefore for each signal voltage can be assigned a force. For statistical reason 3 pre-testing have been done. The testing came out with individual sliding match 113 kn, 153 kn und 182 kn, the average was 149 kn. Any further details are described in test report, revision 2 of Fraunhofer AGP Rostock and available. 4. Retightening ability of H360 system This first step of the test about the performance of H360 system for remove and reuse does demonstrate the ability for instance to solve work piece imperfections in large flange application. The results below in picture 10 show the accuracy of preload after 5 time complete retightening process. The process was by torque control and similar for both systems in terms of usage of installation tool and test conditions. Draft retightening test H360 preload in kn over rotation angle Conventional HV screw system M27 preload in kn over rotation angle Test results Picture 10: Draft of test results retightening of H360 ; //Source: Fraunhofer AGP test laboratory Rostock, 2012 // So overall the H360 system is already in many applications in rail, mining and constructions in United States and other countries and now on the approach to get the DIBt approval. Aim is the ability to generate maintenance free joints. 10