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22-Mec-B1 Advanced Machine Design · December 2016

Question 6 of 6: Bolted Tension Joint — Bolt Size, Preload and Safety Factors

Nivaar worked solution (AI-drafted; not reviewed by a licensed engineer)

Notes on this paper

Paper format. National Exam 07-Mec-B1 Advanced Machine Design, December 2016. Open book, 3 hours, 100 marks. Part I (Problems 1–2) is compulsory; three of the four Part II problems (3–6) are required. All six problems are solved as a complete study resource.

Reference texts. Shigley’s Mechanical Engineering Design (Budynas & Nisbett, 10th ed.) — shafts & fatigue (Ch. 6–7), bolted joints (Ch. 8), journal bearings (Ch. 12), brakes & clutches (Ch. 16); Juvinall & Marshek, Fundamentals of Machine Component Design; Hibbeler, Mechanics of Materials (impact loading).


Question 6: Bolted Tension Joint — Bolt Size, Preload and Safety Factors (20 marks)

Question text not reproduced: the examination questions are © Engineers and Geoscientists BC. Open the official past paper (linked at the top of this page) to read the question, then follow the worked solution below.

Given. A single bolt clamps two members of total grip $l=2$ in (each member $l_1=l_2=1$ in), joint width $D=1$ in, carrying an external tensile load $P=2000$ lb (applied as $P/2$ to each side). Steel members, $E=30\times10^{6}$ psi.

Given data
QuantityValue
Grip $l$2 in
Joint width $D$1 in
External load $P$2000 lb
Member materialsteel, $E=30\times10^6$ psi

Find. A suitable bolt size, the safety factors against yielding and joint separation, and the optimum preload (as a percentage of proof strength) that maximizes both.

P/2P/2 P/2P/2 l=2 D=1 in
Bolted tension joint: a preloaded bolt of stiffness $k_b$ in parallel with the clamped members of stiffness $k_m$; the external load $P$ splits by the joint constant $C$.

Approach. Choose a trial bolt, compute the bolt and member stiffnesses to get the joint stiffness constant $C=k_b/(k_b+k_m)$, then use the standard tension-joint load and separation factors. Setting the yielding and separation factors equal gives a closed-form optimum preload; at that preload both safety factors equal $F_p/P$.

  1. Trial bolt. Select a $\tfrac12$–13 UNC SAE grade 5 bolt: tensile-stress area $A_t=0.1419\ \text{in}^2$, proof strength $S_p=85$ ksi, so proof load $F_p=S_pA_t=12.06\times10^{3}\ \text{lb}$.
  2. Stiffnesses. Bolt: $k_b=\dfrac{A_dA_tE}{A_dl_t+A_tl_d}$ with the shank/thread split over the 2-in grip. Members (Shigley’s frustum fit for steel): $k_m=E\,d\,A\,e^{B\,d/l}$ with $A=0.78715$, $B=0.62873$. These give the joint constant $$C=\frac{k_b}{k_b+k_m}=0.157.$$ Only about 16 % of the external load reaches the bolt; the rest unloads the clamped members.
  3. Optimum preload (equal safety factors). The yielding load factor $n_p=\dfrac{S_pA_t-F_i}{CP}$ and the separation factor $n_0=\dfrac{F_i}{P(1-C)}$ are equal when $$F_i=(1-C)\,S_pA_t=(1-C)F_p.$$ Hence the optimum preload as a percentage of proof strength is $$\boxed{\ \frac{F_i}{F_p}=1-C=0.843\ \Rightarrow\ 84.3\%\ \text{of proof}\ }$$ i.e. $F_i=(0.843)(12\,060)=1.02\times10^{4}\ \text{lb}.$
  4. Safety factors at the optimum. Substituting back, both factors collapse to the same value, $$n_p=n_0=\frac{F_p}{P}=\frac{12\,060}{2000}=6.0.$$ The chosen $\tfrac12$-in grade-5 bolt is more than adequate; even a smaller bolt would suffice, but the $\tfrac12$-in size gives a robust, standard, easily-torqued joint.
Check: $D=1$ in is taken as the joint (member) width; it comfortably exceeds the standard washer-face frustum base for a $\tfrac12$-in bolt, so no frustum truncation is needed and Shigley’s exponential $k_m$ fit applies. Preload $F_i$ would be set in practice as a torque $T\approx0.2\,F_i\,d$.
Final results — Question 6
QuantityValue
Bolt selected$\tfrac12$–13 UNC grade 5 ($A_t=0.1419\ \text{in}^2$)
Joint stiffness constant $C$0.157
Optimum preload $F_i$10.2 kip (84.3 % of proof)
Safety factors $n_p=n_0$6.0
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