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    Online Training Course on
    the Analysis of Bolted Joints

    The course is designed for Designers and Engineers who are responsible for the specification and design of bolted joints. Bolting calculation methodologies are presented for solving everyday problems encountered in mechanical engineering. The course does include the detailed calculations on how to determine the forces acting on individual bolts in a joint and how, based upon these forces, to determine the appropriate bolt size.

    Analysis of Bolted Joints Course Brochure   

    The course content includes:

    Introduction to Threaded Fasteners
    • Know the meaning of thread terminology.
    • Learn when it is appropriate to use a fine rather than a coarse thread.
    • Be aware of the principal bolt and nut strength property classes and how they should be specified.
    • How to match the nut strength to that of the bolt so that thread stripping problems are prevented.
    • Why bolt tensile fracture is preferable to the threads stripping.
    • Learn what the proof load is and why it is used.
    • Be able to identify the meaning of the markings on bolt heads and nuts.
    • Learn about the thread stress area and how it is derived and used.
    • Be able to calculate the tensile strength of a threaded fastener.
    • Understand how a pre-tensioned bolted joint sustains an applied load.

    Preload Variation in Threaded Fasteners

    • Learn why there can be such a significant variation in the preload (tension in the bolt) and the consequences of this.
    • How the torque is distributed between the threads and the nut face when free spinning and torque prevailing fasteners are used.
    • Why preload is so crucial in a bolted joint.
    • How preload variation can be accounted for at the design stage.
    • The effect of the tightening method on the preload variation sustained by a fastener.

    Failure Modes of Threaded Fasteners

    • Learn the differences between a manufacturing and design quality defect.
    • Be able to identify whether a failure is due to a fault in the design specification or is manufacturing related.
    • Learn the 5 main design related failure modes of threaded fasteners and bolted joints.
    • Have knowledge of the critical importance of a fastener's clamp force in ensuring a joint's structural integrity.
    • Why the joint design normally prevents bolt overloading.
      Learn about fatigue and where failures normally occur on a threaded fastener.
    • Why bearing stress can be crucial in ensuring a reliable joint.
    • Learn about the nature of internal and external thread stripping failures.

    The Size and Strength of a Fastener.

    • Learn how to establish what forces need to be taken into account to allow the bolt size to be determined.
    • Distinguishing between direct and shear loads.
    • Establishing the clamp force needed to prevent shear movement.
    • Learn how to use joint diagrams to gain an understanding of the load transfer mechanism in bolted joints.
    • How embedding affects the joints structural integrity.
    • Clamp force loss from gasket creep.
    • How the assembly method affects the bolt size.
    • The tightening factor for the various assembly methods.
    • Learn how to use bolt sizing equations to allow for the effects of embedding, the fastener assembly method and fatigue considerations.
    • Perform calculations so that you have confidence to use them in practical applications.

    Torque Control

    • What is meant by a tightening torque. Units used to measure torque.
    • What are the consequences of not applying sufficient torque to a bolt.
    • How torque is absorbed by a nut/bolt assembly.
    • The torque-tension graph.
    • The relationship between the tightening torque and the resulting bolt preload (tension).
    • The factors which affect the torque-tension relationship.
    • The nut factor method of determining the correct tightening torque.
    • Using the full torque-tension equation to determine the appropriate tightening torque.
    • Example calculation of how to determine the correct tightening torque.
    • Scatter in the bolt preload resulting from friction variations.
    • Determining the bolt preload (tension) resulting from a tightening torque.
    • Prevailing torque fasteners (such as those containing a nylon insert) and how it affects the torque distribution and what is the correct torque to use.

    Thread Stripping

    • Identify the cause of thread stripping.
    • Be able to establish the shear area of an internal or external thread.
    • How the tapping drill size affects the strength of the bolt thread.
    • How the radial engagement of threads affects thread strength and the failure load.
    • Use the information provided on the course to calculate the internal and external thread areas and the force needed to cause the threads to strip.
    • Be able to establish the length of thread engagement needed to prevent thread stripping.
    • Example problems are presented together with questions for the user to complete are provided – together with full answers. stripping calculations so that you have confidence to use them in practical applications.

    Shear Loads applied to Bolted Joints

    • What is meant by an eccentric shear load.
    • Understand the slip process that can occur with shear loaded joints.
    • Learn what is meant by the instantaneous centre of rotation for the joint.
    • Be able to calculate the reactions of individual bolts when shear forces are applied to the joint.
    • Perform example calculations so that you have confidence to use them in practical applications.

    Combined Tension and Shear Loading

    • Learn the methods that can be used to analyze joints subjected to combined tension and shear loads.
    • Understand what is meant by prying and its effects.
    • Two methods that can be used to determine the neutral axis of the joint when combined tension and shear loads are acting
    • Perform example calculations so that you have confidence to use them in practical applications.

    Fatigue of Threaded Fasteners

    • Understand the causes of fatigue to be able to recognise this type of failure.
    • Learn about the S-N diagram and the endurance strength of a threaded fastener.
    • Understand the difference between the load acting on a joint and that sustained by a bolt.
    • The different approaches that can be used to establish the endurance strength of a pre-tensioned threaded fastener.
    • Learn about the effect that joint face angularity can have on the fatigue performance of a fastener.
    • Learn how the fatigue performance can be improved.
    • The effect that bolt diameter has on fatigue performance.

    A training course handbook is provided online in Adobe pdf format to all people who enrol on this course. The handbook contains background information to the material presented on bolting calculations and joint analysis together with appendices containing tables of thread size details and fastener material strengths.

    This course on the analysis of bolted joints is delivered via your web browser online. One of the advantages of online training is that it allows you to study when and where you want - 24 hours a day, 7 days a week, 365 days of the year. The key points relating to this online course are:

    • The course is self-paced allowing you to start and stop as often as needed.
    • The course comes with a user handbook detailing reference information that you will find useful when completing the course and as a resource for the day to day problems that arise in your work. The example calculations and user questions are in metric units.
    • The course and presentations are completely online. The presentations have been prepared in Macromedia Flash allowing it to be viewed in Internet Explorer or other browser.
    • The user handbook can be downloaded and used offline if required.
    • No software (apart from the Flash addin) to install or run.
    • Upon completion of the course, an online test is available. Gain a 60% or better pass rate to obtain the course certificate.

    Analysis of Bolted Joints Course Brochure

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