Analysis of Bolting in Flanged Connections (1)

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    Analysis of Bolting in Flanged Connections by

    Jordan Christopher Baker 

    A Master’s Engineering Project Submitted to the Graduate

    Facuty o! "ensseaer Poytechnic #nstitute

    in Partia Fu!iment o! the

    "e$uirements !or the degree o! 

    MAS%E" &F MEC'A(#CA) E(G#(EE"#(G

    Appro*ed+

     ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Ernesto Gutierre-.Mira*ete/ Master’s Engineering Project Ad*iser 

    "ensseaer Poytechnic #nstitute

    'art!ord/ Connecticut

    Apri/ 0112

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    3 Copyright 0112

     by

    Jordan Christopher Baker 

    A "ights "eser*ed

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    CONTENTS

    )#S% &F %AB)ES444444444444444444444444555 i*

    )#S% &F F#G6"ES4444444444444444444444555555555 *

    AC7(&8)E9GME(%444444444444444444444455 *i

     (&ME(C)A%6"E4444444444444444444444445 *iiABS%"AC%4444444444444444444444444445 :

    ;5 #(%"&96C%#&(444444444444444444444444 ;05 %'E&"E%#CA) A(A)5 "ES6)%S A(9 9#SC6SS#&(44444444444444444455 ;>

    ?5 C&(C)6S#&(4444444444444444444444444 02

    APPE(9#@ A4444444444444444444444444455 01APPE(9#@ B4455444444444444444444444444 0>

    "EFE"E(CES444444444444444444444444445 0=

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    LIST OF TABLES

    %abe ;+ E!!ecti*e Gasket 8idth444444444444444444455 01

    %abe 0+ Gasket Seating4444444444444444444444555 0;%abe >+ Gasket Materia and Contact Facing4444444444444455 00

    i*

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    LIST OF FIGURES

    Figure ;+ #mage o! a Boted Fange Joint44444444444444445 0

    Figure 0+ Bot.(ut Connectors Faiures4444444444444444555 >Figure >+ Cross.section o! a Boted Fange Joint44444444444445 ?

    Figure ?+ Bot )oad Anaysis44444444444444444444555 Figure + Bot Fiet44444444444444444444444455 ;1Figure =+ Bot %hread44444444444444444444444555 ;;

    Figure + FEA Mode o! Bot Fiet4444444444444444445 ;?

    Figure + (umber o! Eements *5 Fiet Stress444444444444445 ;

    Figure 2+ FEA o! %hread "oot444444444444444444455555 ;=Figure ;1+ (umber o! Eements *5 "oot Stress4444444444444555 ;

    Figure ;;+ Fiet Stress Concentration Factor4444444444444455 0>

    Figure ;0+ "oot Stress Concentration Factor !or Bending444444444555 0?Figure ;>+ "oot Stress Concentration Factor !or A:ia )oading44444445 0

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    ACKNOWLEDGENT

    # Doud ike to thank 9r5 Ernesto Gutierre-.Mira*ete !or a o! his support and

    guidance5 #t has been di!!icut maintaining my schedue Dith my career/ and spending the

    necessary time to compete my Master’s Project to an acceptabe e*e5 # Doud not ha*e

     been abe to compete the project Dith out his speedy response to $uestions/ and his

    thorough ansDers5

    # Doud aso ike to thank Caitin !or her support as De5 She has aDays been there

    !or me/ and has aDays been supporti*e e*en i! it meant not being abe to spend time

    Dith her5

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    NOENCLATURE

    Sy!"ol Definition Unit

    A b  cross.sectiona area o! the bots using the root diameter o! thethread or east diameter to the bottom o! the sots

    in0

    Am  tota re$uired cross.sectiona area o! bots/ taken as the greater o! Am; and Am0

    in0

    Am; 

    tota cross.sectiona area o! bots at root o! thread or section o! 

    east diameter under stress/ re$uired !or the operating conditions

    8m;S b

    in0

    Am0  tota cross.sectiona area o! bots at root o! thread or section o! east diameter under stress/ re$uired or gasket seaing

    in0

     b E!!ecti*e gasket or joint.contact.sur!ace seating Didth in

     b1  Basic gasket seating Didth in9 Major diameter o! bot in

    dr  "oot diameter o! bot thread in

    F p Bot pre.oad b! G 9iameter o! ocation o! gasket oad reaction5 9e!ined as !ooDs+

      8hen ≤1b ;? in5 =mmH/ G mean diameter o! gasket

    contact !ace5

      8hen b05;? GmP

    b! 

    7  b (omina bending stress concentration !actor .

    7 d 9irect stress concentration !actor .7 !  Fiet stress concentration !actor .7 t %rans*erse shear stress concentration !actor .

    m Gasket !actor .

    ne E!!ecti*e number o! oad bearing threads . p Bot thread pitch in

    P #nterna design pressure psi

    r o

    Major radius90

    in

    r  p Pitch radius in

    r r 

    "oot radius

    dr 0

    in

    S Assemby stress psi

    Sa AoDabe bot stress at atmospheric temperature psi

    S b AoDabe bot stress at design temperature psi8 Fange design bot oad/ !or the operating conditions or gasket

    seating/ as may appy5b! 

    8m; Minimum re$uired bot oad !or the operating conditions5 For !ange pairs used to contain a tubesheet !or a !oating head or a

    b! 

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    6.tube type o! heat e:changers/ or !or any other simiar design/

    8m; sha be the arger o! the *aues as indi*iduay cacuated !or 

    each !ange/ and that *aue sha be used !or both !anges58m0 Minimum re$uired bot oad !or gasket seating5 For !ange pairs

    used to contain a tubesheet !or a !oating head or 6.tube type o! 

    head e:changer/ or !or any other simiar design Dhere the !angesor gaskets are not the same/ 8m0 sha be the arger o! the *aues

    cacuated !or each !ange and that *aue sha be used !or both

    !anges5

    b! 

    D 8idth used to determine the basic gasket seating Didth b1/ based

    upon the contact Didth betDeen the !ange !acing and the gasketin

    y Gasket or joint.contact.sur!ace unit seating oad psi

    ;σ   Principe stress ;  psi

    0σ   Principe stress 0  psi

    >σ   Principe stress >  psi

    bσ   (omina thread bending stress  psi

    dir σ   9irect stress in root cross.section  psi

    eqσ   %hread root stress  psi

      f  σ   Fiet stress  psi

    iσ   #nitia bot stress  psi

     xσ   Pane stress in :.direction  psi

     z σ   Pane stress in -.direction  psi

    ma:−r τ   Ma:imum trans*erse shear stress due to thread bending  psi

     zxτ   Shear stress on pane  psi

    FEA Finite Eement Anaysis .

    C&SM&S FEA so!tDare .A(S# American (ationa Standards #nstitute .

    ASME American Society o! Mechanica Engineers .

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    ABSTRACT

    A mode o! a boted !ange Das created/ using the standards that ha*e been

     produced !rom the A(S# American (ationa Standards #nstituteH/ Dhich is pubished by

    the ASME American Society o! Mechanica EngineersH and sponsored jointy by the

    ASME and the Society o! Automoti*e Engineers I=5

    %hese standards de!ine neary e*ery aspect o! the boted !angeK !rom the

    dimensions/ toerances/ materias/ and practices used !or manu!acturing the !anges/ as

    De as the dimensions/ toerances/ materias and practices !or the bots to be instaed in

    the !anges5

    %he ASME code has been de*eoped based on a simpe e$uiibrium cacuation o! 

    an initia bot oad/ a contact pressure o! gasket/ a:ia !orce resuting !rom interna

     pressure/ as De as best practices earned o*er time5 %he objecti*e o! this report is to

    take the recommendations o! the A(S#ASME !or pre.oading o! the boted !ange/ and

    then anay-ing the boting stresses to *aidate their practice5

    #n addition/ FEA modes Dere created and e:amined to compare the cassica bot

    anaysis theory to Dhat Das determined using !inite eement anaysis5 %he areas that had

     been concentrated on Dere the !iet connecting the bot head to the bot shank/ and the

    !irst three oad bearing threads o! the bot.nut connection5 Se*era iterations Dere

     per!ormed/ each time increasing the mesh o! the !inite eement mode5 As the mesh

    increased/ naturay the number o! eements Doud increase/ con*erging the stress gi*en

    !rom the FEA mode to the e:act theoretica soution5

    %he e:act theoretica soution Das not precisey matched in the area o! the root o! 

    the oad bearing threads/ due to the imitations o! the so!tDare that Das a*aiabe5

    'oDe*er/ se*era supporting re!erences con!irm pastic yieding occurring at the root o! 

    the !irst oad bearing thread5

     

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    #$ INTRODUCTION

    9ue to the recent !ocus on the production o! eectrica poDer Dithout the reease o! 

    harm!u carbon dio:ide emissions/ emphasis has been paced on the use o! higher 

    temperature systems !or the production o! energy5 Bot.nut connectors Figure ;H are one

    o! the basic types o! !asteners used in machines and structura systems used in high

    temperature poDer generation systems5 %hese joints pay an important roe in the sa!ety

    and reiabiity o! the systems I;5 #t is knoDn that the beha*ior o! rea a:isymmetric

     boted joints in tension is much more compicated than that the con*entiona theory

    describes I05 #t is aso knoDn that the oad distribution among the threads in a threaded

    connection is not uni!orm5 Most o! the appied oad is carried by the !irst three engaged

    threads I>5 A number o! parameters need to be considered Dhen determining the oad

    distribution/ Dhich incudes the !orm o! the threads/ the pitch o! the threads/ the number 

    o! engaged threads/ and the boundary conditions5

    Additionay/ Dhen irreguarities such as notches/ hoes/ or groo*es e:ist in the

    geometry o! any structura member/ the stress distribution in the neighborhood o! the

    irreguarity is atered5 Such irreguarities are caed stress raisers/ and the regions in

    Dhich they occur are caed areas o! stress concentration I?5 Lery !eD stress intensity

    !actor soutions !or threaded connections ha*e been pubished5 &! these/ most are

    di!!icut to use !or comparati*e purposes because o! obscure !eatures o! anayses or 

     presentation I5 #n most situations/ stress concentrations !actors !or notches e$ui*aent

    to a threadH are obtained e:perimentay I=5

    %he objecti*es o! this project is to cacuate the bot oads estabished by the ASME

     pressure *esse code/ and compute the cassica stress cacuations in the bots to shank 

    !iet and the oad bearing threads5 A comparison o! the stresses to an FEA mode Di

    aso be conducted/ and concusions draDn to support or re!ute the re$uirements

    estabished by the ASME code5

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    Fig%&e #' I!age of a Bolted Flange (oint

    Fange designs Figure ;H ha*e been the subject o! a ot o! criticism !or the past

    decade I5 &! major concern is the ack o! the traditiona design procedures I to

    $uanti!y the tightness and the e!!ect o! temperature5 8hie history shoDs that most

    !anges ha*e been in ser*ice e!!ecti*ey/ probems sti arise5 "ea:ation o! the gasket

    due to therma transients and creep are the main cause to bame !or eakage I2/ and a

    oss o! more than ha! o! the initia operating gasket oad is commony encountered in

    !ange joints Dith certain gaskets operating at reati*ey high temperatures I5 A

    comprehensi*e sur*ey I2 conducted in ;2 shoDed that high operationa temperatures

    and therma transients are one o! the major sources o! !anged joint !aiure I;15

    Ceramic materias are !ar more resistant to the !aiure modes o! high temperaturesthan are metas5 #t may be more practica !rom a materias stand point to choose ceramics

    !or the !abrication o! a certain component/ athough it may be more practica to choose

    meta !rom a manu!acturing standpoint5 %his decision ogic Di re$uire the use o!

     boting to mate the tDo components5 %he boted !ange connections are Didey used in

    energy and process pants/ and the design procedure used to produce them is speci!ied in

    0

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    the American Society o! Mechanica Engineers ASMEH Boier and Pressure Lesse

    Code Section L### 9i*ision ; I5 %his design procedure is based on a simpe

    e$uiibrium cacuation o! an initia bot oad/ a contact pressure o! gasket and an a:ia

    !orce resuting !rom interna pressure I;;5 %he dimensions !or the re$uired boting are

    gi*en by the American (ationa Standards #nstitute A(S#H/ Dhie the re$uired materia

    and design stress can be !ound in Section ## Part 9 o! the ASME code5

    8hen anay-ing a bot preoad/ a *ast range o! actua preoaded *aues that can be

    seen by standard tor$uing methods5 %he most common method o! oading a bot is a

    tor$ue Drench5 %his method may estabish an actua preoad o! . >1N to the *aue that

    Das set on the tor$ue Drench I=5

    Fig%&e )' Bolt*N%t Connecto& Fail%&es

    &! a !asteners used in structures/ the bot.nut connectors are one o! the most basic

    types5 #t has been estimated I;0 that bot nut connector !aiures are distributed as !ooD

    Figure 0H I;+

    ;5 ;N under the head

    05 01N at the end o! the thread

    >5 =N in the thread at the nut !ace

    >

    ;N

    01N

    =N

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    By using a reduced bot shank/ the situation Dith regard to !atigue !aiures o! the

    second type can be impro*ed signi!icanty I;>/ ;?5 Aso/ Dith a reduced shank/ a arger 

    !iet radius can be pro*ided under the head thereby impro*ing the design Dith regard to

    !aiures o! the !irst type I;05 %hese recommendations Dere impemented in the design o! 

    the bot that Das anay-ed in this study5

    %his paper utii-es the anaytica theory estabished by the ASME Code/ Section

    L###/ 9i*ision ;/ and Appendi: ##5 %his simper anaysis can be compared to 9i*ision 0

    o! the code/ Dhich gi*es the designer greater !reedom o! choice/ but re$uires a detaied

    design anaysis to pro*e the sa!ety o! the proposed con!iguration I;5

    Fig%&e +' C&oss Section of a Bolted Flange (oint

    %he ASME code has standardi-ed a arge *ariety o! !anges/ ranging !rom a O inch

    up to a 0? inch pipe !anges5 For the purpose o! this report De Di be e:amining the

     boting recommended !or a ;0 inch boted !ange/ as seen in Figure > abo*e5 %his !igure

    aso highights the terminoogy used in describing the !ange5 A *ery arge array o! 

    ?

    'ub

    She

    Fange

    "ing Gasket

    Bot

     (ut

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     boting materias can be seected based on the operating temperature o! the !ange/ but

    since De are interested in energy production appications/ De Di use a high strength

    carbon stee boting materia/ SA.?1 B0?/ since higher temperature has itte impact on

    its yied strength5

    #deay/ a bot Di e:perience ony a ongitudina stress !rom the instaation

     preoad5 As stated/ that is idea/ and it shoud be recogni-ed that a prying action can

    occur Dith an eccentricay oaded bot/ such as one o! a boted !ange5 #! the sti!!ness o! 

    a !ange joint is high/ then prying action can be regarded as negigibe I;5 Because o! 

    the si-e o! our boted !ange connection/ and that the ASME code compensates !or these

    stresses/ in the cacuations that !ooDK the prying action Di be negected5

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    )$ T,EORETICAL ANAL-SIS

    As stated pre*iousy/ the objecti*es o! this project is to cacuate the bot oads

    estabished by the ASME pressure *esse code/ and compute the cassica stress

    cacuations in the bots to shank !iet and the oad bearing threads5 %he ASME design

     procedure is based on a simpe e$uiibrium cacuation o! an initia bot oad/ a contact

     pressure o! gasket and an a:ia !orce resuting !rom interna pressure I;;5 A comparison

    o! the stresses to an FEA mode Di aso be conducted/ and concusions draDn to

    support or re!ute the re$uirements estabished by the ASME code5

    8hen designing a boted !ange/ it is necessary to consider the in.ser*ice camping

    !orce re$uired !or the assemby5 %he initia camp has to be high enough to compensate

    !or a o! the mechanisms Dhich may reduce the camping !orce to the in.ser*ice e*e/

    incuding I;+

    ;5 Embedment rea:ation

    05 Eastic interactions

    >5 Creep o! meta parts/ gaskets/ etc5

    ?5 E:terna %ensie )oads

    5 'oe inter!erence

    =5 "esistance o! joint members to being pued together 

    5 Pre*aiing tor$ue

    5 9i!!erentia therma e:pansion

    %he entire sur!ace o! the gasket is assumed to not be competey oaded as a resut o! 

    !ange rotation5 So an e!!ecti*e areaQ is computed based on an e!!ecti*e DidthQ o! the

    gasket5 (aturay/ a great number o! types o! gaskets e:ist/ and the e!!ecti*e gasket

    Didth/ b1/ can be cacuated using %abe 0.5; and %abe 0.50 o! 011a Section L### R 

    9i*ision ; o! the ASME Code5 %hese tabes are repicated in Appendi: A o! this report5

    =

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    Fig%&e . / Bolt Load Analysis

    For the purposes o! this report/ a meta ring gasket Di be anay-ed/ the most

    common gasket used in high temperature operations I;;5 Figure ? gi*es a body diagram

    representing the inputs !or the bot oad anaysis5 %he e$uation beoD gi*es b1/ the basic

     gasket seating width/ as a !unction o! w/ the width of the ring gasket / and is taken !rom

    the ASME code5

    C1

    wb   =

    ;H

    Since the basic gasket seating Didth o! our ring gasket Di not e:ceed in/ the

    effective width of the gasket / b, as seen in %abe 0 o! this report  I;/ Di be e$ua to the

    basic gasket seating width5

    1bb  =

    0H

    8hen designing a boted !ange connection/ it is necessary to cacuate the bot

    oads based o!! o! a number o! re$uirements !or our situation5 #n genera/ the cacuations

    shoud be made !or each o! the !ooDing design conditions5 %he !irst condition being the

    minimum required bolt load for seating of the gasket   W m2H/ and the second being the

    minimum required bolt load for the operating conditions W m1H5

    'ere/ according to I

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      m  !  ! W    +=; >H

    Dhere+

      " !   0ACB51= ?H

    "m b !      ;?5>0   ×= H

    %he *ariabe  !   is the total h#drostatic end force/ Dhereas !     is the total contact  surface compression load 5 %he internal design pressure is P/ Dhie G is the diameter at 

    the location of the gasket load reaction 5 %he term m is a gasket factor / obtained !rom

    %abe 0.5; o! 011a Section L### R 9i*ision ; o! the ASME Code/ aong Dith the # term

    is the minimum design seating stress5 %hese constants can take *arious *aues/ depending

    on the type and materia o! the gasket being used5

    b"#W m   ;?5>0   = =H

    %he total required cross sectional area of bolts  $mH and the cross%sectional area of 

    the bolts   $bH using the root diameter/ are cacuated !rom the re$uired bot oads !rom

    abo*e/ and the allowable bolt stress at atmospheric temperature SaH/ and the allowable

    bolt stress at design temperature S bH5 %he aoDabe bot stress *aues are obtained !rom

    Subpart ; Section ## Part 9 o! the ASME code5 %he tota cross sectiona area o! bots Am

    re$uired !or both the operating conditions and gasket seating is the greater o! the *aues

    !or $m1  and $m2/ Dhere Am;  is the total cross sectional area of bolts at the root of the

    thread required for the operating conditions/ and Am0 is the total cross%sectional area of 

    the bolts at the root of the thread required for gasket seating 5 %he bots to be used sha be made such that the actual total cross%sectional area of bolts,  $b , Di not be ess than

     $m5

    b

    m

    m& 

    W  $   ;

    ;  = H

    a

    mm

    W  $   0

    0  = H

    ?

    0

    r r 

    d  $   π  = 2H

    r bb  $n $   = ;1H

    8here d r  is the root diameter of the bolts being used in the boted !ange/  $r  is the

    cross sectional area using the root diameter,  and nb is the total number of bolts in the

    !ange5 As mentioned earier in this section/ the A(S# codes Di si-e the bots as De as

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    the !anges/ Dhich is Dhere De Di !ind our re!erence !or root diameter and tota number 

    o! bots5

    %he flange design bolt load / 8/ is cacuated as !ooDs/ and is then used to cacuate

    Dhat Di be used as the indi*idua bolt load / W b5

    ( )

    0

    abm   &  $ $W   +

    = ;;H

    b

    bn

    W W    = ;0H

    Section L### o! the ASME code contains a non.mandatory Appendi: S that has

    estabished design conditions !or boted !ange connections5 #t recommends that the bots

    reai-e a desired stress5 6sing this recommendation/ it is aso possibe to determine the

     boting preoad/  '  p/ using the nominal diameter of the bolt /  (/ and the e:pected

    assembl# stress, & 5

     (& 

      ?B111= ;>H

    r  p  $&  '    ×= ;?H

    &nce De determine the bot preoad/ De Di then anay-e the tDo greatest areas o! 

    concern/ the stress under the head o! the bot/ and the stress in the root o! the oad

     bearing threads5

    %he fillet stress/   f  σ   / underneath the head o! the bot Figure H Di be cacuated

    using re!erences to determine the fillet   stress concentration factor / )  f / and mutipying it

     by the nominal stress in the bolt / iσ   5 Figure ? gi*es the ocation being re!erred to Dhen

    considering the !iet stress o! the bot5 %hese are computed !rom the !rom the !ooDing

    e$uations/ !i!teen ;H and si:teen ;=H5

    A soution using the Finite Eement Anaysis FEAH code C&SM&S Di aso be

    de*eoped !or comparison to the cacuated soution5 %he FEA Di be per!ormed using

    the eement type and number o! eements that ga*e the most accurate resuts/ comparedto the resuts gi*en !rom the cassica anaysis5

    2

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    Fig%&e 0 / Bolt Fillet

     p

    i $

     ' =σ   ;H

    i  f    f     )    σ  σ     = ;=H

    %he stress in the root o! the oad bearing threads Figure =H can be cacuated by

    using the e$uations beoD5 %hese e$uations assume that the -.a:is is in the a:ia

    direction o! the bot/ the :.a:is is in the radia direction o! the bot/ and the y.a:is is in

    the tangentia direction5

    %he root radius  r r H/  pitch radius  r  pH/ and ma*or radius  r oH/ Di a ha*e to be

    knoDn !or determining these stresses/ as De as the effective number of threads that 

    carr# the load / ne/ and the thread pitch/ p5

    ;1

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    Fig%&e 1 / Bolt T2&ead

    6sing the bot pre.oad recommended !rom the ASME code/ and the thread

    dimensions gi*en estabished in the A(S#/ the stresses that Di accumuate in the thread

    root can be determined5 %he stresses that Di gather are the direct stress in the root 

    cross%section   dir σ   H/ the maximum transverse shear stress due to bending o! the thread 

    ma:−r τ   H/ and the nominal thread bending stress    bσ   H5

    ( )   er  p

    dir nr r 

     ' 

    00

    1  −

    =

    π  

    σ   ;H

    er 

     p

    r  pnr 

     ' 

    π  

    τ  

    0

    >

    ma:  =

    − ;H

    0

    ;0

     pnr 

    r r  ' 

    er 

    r  p p

    bπ  

    σ  

    = ;2H

    Furthermore/ since the root o! the threads Di be a stress riser/ a stress concentration

    !actor Di ha*e to be appied5 %hese Di be re!erenced ater on in the discussion/ and

    incude ) t / ) d / and ) b5

    8hen mutipying the indi*idua stress concentration !actors times the

    corresponding stress/ the ma:imum pane and shear stresses are determined5

    dir d  z    )   σ  σ     = 01H

    bb x  )   σ  σ     = 0;H

    ;;

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    ma:−= r t  zx  )  τ  τ   00H

    %he cacuated stresses can then be used to produce the principa stresses by so*ing

    the cubic e$uation5

    ( )

    ( )   10   000

    0000>

    =−−−+−

           −−−+++++−

     x# z zx # #z x zx #z x# z # x

     zx #z x# x z z # # x z # x

    τ σ τ σ τ σ τ τ τ σ σ σ 

    τ τ τ σ σ σ σ σ σ σ σ σ σ σ σ 

    0>H

    For our particuar states o! stress at our critica point/ this e$uation is reduced to/

    ( )   100> =−++− zx x z  z  x

      τ σ σ σ σ σ σ σ  0?H

    A!ter so*ing !or the three principa stresses/ the e$ui*aent Lon Mises stress   eqσ   H

    can then be determined5 %his is the e!!ecti*e stress that e:ists at the root o! the oad

     bearing threads50

    00;

    0

    ;  σ  σ  σ  σ  σ     +−=eq 0H

    A soution using the !inite eement anaysis FEAH code C&SM&S Di be used !or 

    comparison to the abo*e cacuated soutions5 %he sensiti*ity o! the resuts to the number 

    o! eements Di be in*estigated5

    ;0

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    +$ RESULTS AND DISCUSSION

    For the purposes o! this report De Di be e:amining a ;0Q pipe !ange5 %he code

    speci!ies that a !ange o! this si-e Di be boted together using a 0Q.?56(C he: head

     bot5 %he speci!ications !or these threads can be !ound in a Machinery’s 'andbook I;=5

    %he ASMEA(S# code aso go*erns the speci!ication and design o! a boted !ange

    under A(S# B;=5 and the ring gasket under ASMEA(S# B;=5015 %he code speci!ies

    the dimensions and materia o! the !ange/ as De as the necessary boting and bot

     patterns that Di be re$uired !or the cacuations5

    A ;0Q pipe !ange as estabished by the A(S# code/ Di ha*e a gasket width o! 5

    ?>5 %he diameter at the location of the gasket load reaction / "/ is determined !rom

     both the A(S# code B;=5 that estabishes the si-ing o! the !ange/ as De as %abe 0.50

    %abe ; and %abe 0 o! this reportH o! Section L###.9i*ision ; o! the ASME code5 %he

    *aues !or m/ the gasket factor / and y/ the gasket seating load / are determined !rom %abe

    0.5; %abe > o! this reportH o! Section L###.9i*ision ; o! the ASME code5 For the

     purposes o! this report a *aue o! =5 has been seected !or m, and a *aue o! 0=/111 psi

    !or y/ since De Di assume the gasket is made o! either a stainess or nicke based aoy5

    %he ma:imum aoDabe tensie stress *aues permitted !or di!!erent materias are

    gi*en in Subpart ; o! Section ##/ Part 95 %abe > o! Part 9 co*ers the ma:imum

    aoDabe stress *aues !or high aoy stees used !or boting5 %his is Dhat is re!erenced to

    determine the allowable bolt stress at atmospheric temperature  & aH/ and the allowable

    bolt stress at design temperature & bH5

    %he total number of bolts  n bH used on the !ange/ as De as the thru hoe in the

    !ange/ is determined by the si-ing/ gi*en by the A(S# code5 For our ;0Q !ange/ there

    are si:teen ;=H bots5 %he root diameter o! these bots is aso estabished by the A(S#

    code/ and is gi*en as ;5> inches !or a 0Q.?56(C thread56sing these *aues obtained !rom the ASME and the A(S# code/ and e$uations one

    ;H through tDe*e ;0H/ the bolt load  W H is determined to be ?;/=;> bs5 'oDe*er/ (on.

    mandatory Appendi: S o! Section L### R 9i*ision ; o! the ASME code recommends an

    assembl# stress/ & / o! the !ange/ that is seen in e$uation ;>5 6sing e$uation ;?/ the bolt 

     pre%load +'  p / is noD determined to be /002 bs5

    ;>

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    Athough this might seem high/ it is important to remember that this is a tDo inch

    major diameter bot/ Dhich is much arger than bots used in many major commercia

    appications5 Bots are recommended to be tightened to appro:imatey 1 to 21 percent

    o! their yied strength I=5 For comparison/ a bot this si-e Doud resut in an

    appro:imate preoad o! 00/111 bs !or customary commercia appications5

    %he re$uired stress concentration !actors are cacuated !rom Figures ;;/ ;0/ and ;>

    I;0/ and are ocated in Appendi: B o! this report5 %hese re!erenced sources ha*e been

    determined e:perimentay/ by such means as photo easticity or precision strain gage/

    and documented !or design use I?5

    A!ter determining the stress concentration !actor/ De can concude that the !iet

    stress is /= psi5 A !inite eement mode Das created to estimate the stresses in the

     bot !iet and to compare them against the resuts o! the cacuations abo*e5

    Fig%&e 3 / FEA odel of Bolt Fillet 4COSOS5

    6sing /111 nodes/ the !inite mode Figure H ga*e a !iet stress o! /?; psi/

    a di!!erence o! ess than ; N/ Dith respect to the cassica stress cacuations5 #t is Dorth

    noting hoDe*er that the number o! eements had to be increased signi!icanty to get these

    resuts5 Figure beoD shoDs the resuts o! FEM computations using di!!erent meshes5

    ;?

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    Fig%&e 6 / N%!"e& of Ele!ents 7$ Fillet St&ess

    8e Di use the same stress concentration re!erence !or determining the stress in the

    root o! the thread5 Another noteDorthy consideration is that not a threads o! the bot

    Di carry the oad appied to the bot5 %his stress is not uni!ormy distributed because o!

    !actors such as bending o! the threads as cantie*er beams and manu!acturing *ariations

    !rom the theoretica geometry I=5

    Se*era !actors a!!ect the actua stress concentration !actor !or the root o! a threaded

    section5 %hreads that are !ormed by roing betDeen dies that !orce the materia to cod.

    !orm into the threaded contour o! the die groo*es are stronger than cut or ground threads

    in !atigue and impact because o! cod Dorking/ !a*orabe compressi*eH residua stresses

    at the thread roots/ and a more !a*orabe grain structure I=5 Additionay/ the ma:imum

    !atigue strength is increased i! the threads are roed subse$uent to heat treatment/ so that

    the ensuing Dork hardening and compressi*e residua stresses are not ost5

    %he stress concentration !actor ) b/ !or the bending o! the thread/ and as a !unction o! 

    notch ange is obtained !rom Figure ;05 Stress concentration !actors *ary depending onDhether the eement is in bending or a:ia oading5 %he chart in Figure ;> Di be used to

    determine the stress concentration !actors !or 7 d and 7 t/ since these stress are generated

    as a resut o! the a:ia oad5

    A!ter determining the stress concentration !actors !or the root o! the thread/ De can

    then utii-e e$uations 01 through 0 to determine the Lon Mises stress in the root o! the

    ;

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    !irst oad carrying thread5 %his cacuated stress Das >=/?1 psi5 %his seems remarkaby

    high/ and Doud suggest that yieding has occurred in this ocation5 A comparison Das

    then run using !inite eement anaysis to con!irm this e:pectation5 Figure 2 shoDs

    computed Lon Mises stress o! the thread root using the FEM mode5

    Fig%&e 8 / FEA of T2&ead Root 4COSOS5

    Per!orming the !inite eement anaysis on the thread root produced a stress o! 

    ;>/;25= psi/ Dhich athough indicated yieding/ Das not in the *icinity o! the

    cacuated *aue5 6pon increasing the number o! eements/ the *aue had appeared to

    approach the cacuated *aue/ but due to the imitations o! the so!tDare being used/

    coud not reai-e enough eements to obtain agreement Dith the *aue obtained/ using the

    re!erenced e$uations5 Figure ;1 shoDs a graph indicating the con*ergence o! the

    cacuated stress to the FEA determined stress5

    ;=

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    Fig%&e #9 / N%!"e& of Ele!ents 7$ Root St&ess

    %he initia specuation coud be that the stresses cacuated !rom the ASME code

    e$uations are incorrect5 But upon ooking into the subject/ it is possibe and acceptabe

    !or yieding to occur at the thread root5 %he distribution o! the a:ia stress near the ends

    o! the oaded portion o! a screD is !ar !rom uni!orm5 %his is not a concern noD because

    a:ia stresses are $uite oD/ and because threaded !asteners shoud aDays ha*e enough

    ductiity to permit oca yieding at thread roots Dithout damage I=5

    #t is generay considered that the !irst three threads Di carry neary the entire bot

    oad/ and that the !irst thread Di bear the most oad o! the three5 %Do important !actorscausing this are+

    • %he oad is communa among the three threads as redundant oad.carrying

    members5 %he shortest path is through the !irst thread I=5

    • %he appied oad causes the threaded segment o! the bot to be in tension/

    Dhereas the mating portion o! the nut is in compression5 %he resuting

    de!ections sighty increase bot pitch and decreases nut pitch5 %his tends to

    reie*e the pressure on the second and third threads I=5

    %he recommendation using assembl# stress/ (/ is !rom a non.mandatory section o! 

    the ASME code/ Doud aoD us to use the cacuated bolt load / W b5 %his Doud aoD us

    to reduce our bot pre.oad to ?1/;0? bs/ neary cutting our stresses in ha!5 Athough

    this might seem ogica/ many other probems arise by not ha*ing a high initia tension5

    8ith threaded !asteners/ it is norma !or yieding to crop up at the root o! the bot

    ;

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    threads5 %he rationae behind this is that the higher the initia tension/ the ess ikey the

     joint members Di separate5 Aso/ the higher the initia tension/ the greater the !riction

    !orces to resist the reati*e motion in shear I=5

    %ests ha*e shoDn that a typica joint oses about percent o! its initia tension Dith

    in a !eD minutes/ and that *arious rea:ation e!!ects resut in the oss o! about another

     percent Dithin a !eD Deeks I=5 #n some cases/ it is necessary to retighten bots

     periodicay during operation5

    #t is important to recogni-e that tightening o! bots to !u yied strength shoud not

     be speci!ied/ because o! the inaccuracies o! standard bot pre.oading methods/ athough

    it is ad*antageous to obtain a high initia bot tension5 #t is signi!icant to be aDare that

    the diminuti*e amount o! yieding that occurs Dhen bots are tightened to the !u proo! 

    oad is not detrimenta to any bot materia o! ade$uate ductiity5 %he ad*antages to

    tightening this !orce!uy are+

    • %he dynamic oad on the bot is reduced because the e!!ecti*e area o! the

    camped members is arger I=5

    • %here is a ma:imum protection against o*eroads Dhich cause the joint to

    separate I=5

    • %here is a ma:imum protection against thread oosening I=5

    ;

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    .$ CONCLUSION

    Mutipe *ariabes are in*o*ed in cacuating the stresses in a boted !ange/ and

    rey on a Dide *ariety o! !actors that ha*e an e!!ect on these *ariabes5 %he most

    important *ariabes being the thread !orming method a!!ecting the stress concentration/

    and the !riction !actor and too accuracy a!!ecting the actua preoad estabished in the

     bot5 %his e:pains Dhy the A(S#ASME code is based on a conser*ati*e and simper 

    anaysis5

    E*en though the code Di speci!y a pre.oad/ the *ariation in actuay estabishing

    that pre.oad can range !rom . >1N/ and a Dide range o! !actors a!!ect the stress

    concentration on the thread root5 Many !actors a!!ect the accuracy o! tor$uing/ but as an

    e:ampe/ the !riction coe!!icient is a main dri*er !or the arge *ariation5 But in a

    testament to the *ariabe interactions/ Dhen the coe!!icient at the thread inter!ace is

    increased/ the stress concentration !actor decreases I;5 %he most accurate Day to

    determine the stress concentration !actor is through physica testing/ but e*en Dith this

    approach/ the *ariances in manu!acturing can sti produce di!!erent stress

    concentrations5

    %he !inite eement anaysis Das not e!!ecti*e in repicating the ASME code

    computed stress at the thread root5 'oDe*er/ this may be due to imitations o! the

     particuar so!tDare *ersion that Das a*aiabe5 %he stress risers in the root o! the thread

    Dere so minute that the program coud not generate enough eements to propery reso*e

    the particuar area o! stress concentration5 #ncreasing the number o! eements did hep/

     but the percent di!!erence/ in computed stress Das sti high in this particuar case5

    %he !inite eement anaysis Das e!!ecti*e at repicating the theoretica stress at the

    !iet radius !rom bot head to shank transition5 'oDe*er/ due to the si-e o! the bot/ this

    !iet radius Das reati*ey arge/ and did not create a highy concentrated stress riser5

    Athough the stresses cacuated !rom the cassica e$uations Dere accurate/ the areao! most concern/ the !irst oad bearing thread/ coud not be *aidated Dith the use o! the

    !inite eement mode used in the study5 E*en i! this scenario changes/ a arge sa!ety

    margin needs to be considered due to the arge array o! *ariabes that e!!ect estabishing

    the pre.oad as De as the stress concentration on the thread root5

    ;2

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    A::ENDI; A

    Ta"le # / Effecti7e Gas

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    Ta"le ) / Gas

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    Ta"le + / Gas

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    A::ENDI; B

    Fig%&e ## / Fillet St&ess Concent&ation Facto& 4Refe&ence #)5

    0>

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    Fig%&e #) / Root St&ess Concent&ation Facto& fo& Bending 4Refe&ence #)5

    0?

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    Fig%&e #+ / Root St&ess Concent&ation Facto& fo& A=ial Loading 4Refe&ence #)5

    0

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    I0 Thang/ &u$i5 9iscussion on Beha*ior o! Boted Joints in %ension5 Journa o! 

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    August 011/ Loume ;>1/ pp5 1>;0;;.; R 1>;0;;.2

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    ;0/ pp5 >2.>5

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    I0= Jaginski/ %5 (imityongsku/ A5 Schmit-/ "5 )akes/ "5 S5 Study o! Bot )oad )oss in

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