Threaded Fasteners and the Bolted Joint     


I.D.# 95030Printable Description
Duration: 2 Days
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This seminar introduces participants to all aspects of threaded fasteners including nomenclature, geometric considerations, metallurgy, material properties, applied stresses, and considerations for fatigue, corrosion, brittle fracture and temperature. Methods are developed for the analysis and design of bolted joints under axial and shear loads. Other topics include assembly practice and methods to control preload.

Learning Objectives
By attending this seminar, you will be able to:

  • List the characteristics of threaded fasteners - their geometry, materials and standards
  • Describe how fasteners fail and failure prevention methods
  • Identify the methods and key variables involved in the analysis and design of a bolted joint
  • Define assembly practice and methods to control preload

Who Should Attend
This seminar is intended for design, analysis, test or production engineers who deal with threaded fasteners. Although the seminar content was developed for engineers, the material would also be useful to others who deal with threaded fasteners including designers, technicians, production and maintenance supervisors and managers.

The attendee needs little if any previous experience with threaded fasteners. The attendee should have completed the standard undergraduate courses in stress analysis and material science.

Topical Outline
PART 1 - Geometry, Materials and Standards

  • Introduction
    • Bolts, rivets and pins
    • Are you breaking fasteners?
    • Do you have a happy joint?
  • Geometry
    • Threaded fastener -- Head, threads
    • Nuts
    • Washers and other elements
  • Materials and Manufacturing
    • Material Properties & Fastener Testing
    • Fastener Grades and Classes
    • Nut Grades and Classes
    • Selection Nut & Fastener
    • Forming Method
    • Coatings and Finishes
    • Other Fastener Material

PART 2 - Behavior of the Bolted Joint
  • Joint Diagram
    • Introduction
    • Behavior - Axial Loading
    • Preload and Clamp Load
    • Joint Constant
    • Separation
    • Joint Diagram
    • Hard vs. Soft Joint
    • Application of Joint Diagram
    • Application of external load
    • Determination of separation load
    • Axial and shear loading
    • Non-linear member behavior
    • Non-linear fastener behavior
    • Loss of preload due to embedment
    • Joint Analysis
  • Joint Preload
    • Overall Strategy
    • Considerations in Selection of Preload
    • Selection of Preload

PART 3 - Loads and Environment
  • Fatigue and Fracture
    • Ductile vs. Brittle Fracture
    • Fatigue
    • Methods to Improve Fatigue Performance
    • Relative Importance of Sources
    • Hydrogen Embrittlement
    • Stress Corrosion Cracking
  • Loading of the Fastener
    • Applications of Fasteners
    • Loading of the Joint - Axial, shear, torsion, thermal
    • Loading of the Member -- Contact stress; creep and stress relaxation; thread loading
  • Corrosion
    • General Corrosion
    • Performance of Coatings
    • Galvanic Corrosion
    • Crevice Corrosion

PART 4 - Preload and Assembly
  • Loss of Preload
    • Basic Behavior
    • Sources of Loss of Preload -- Self loosening; preload relaxation; differential thermal contraction
    • Methods to Prevent Loss of Preload -- Self loosening; preload relaxation
  • Methods to Control Preload
    • Tools
    • Potential Assembly Problems
    • Control of Preload
    • Torque Control
    • Stretch Control
    • Tension Control
    • Turn Control
    • Torque-Turn Control
    • Yield Control

Instructor(s): Jess J. Comer
Dr. Jess J. Comer has significant teaching experience in the areas of machine design, dynamics of machines, metal fatigue and failure analysis. He is co-author of the text Fundamentals of Metal Fatigue Analysis and is a registered Professional Engineer in South Dakota. Dr. Comer is a member of SAE, ASME and ASEE. He holds a B.S. and an M.S. in mechanical engineering from South Dakota School of Mines and a Ph.D. from the University of Illinois at Urbana-Champaign.

Fees: $1425.00 ; SAE Members: $1140.00 - $1283.00

1.3 CEUs
You must complete all course contact hours and successfully pass the learning assessment to obtain CEUs.

"Excellent Instructor - very receptive to others' experiences and inputs."
Cheryl Fry
Research Engineer
DaimlerChrysler Corporation

"This course brought info, and real life solutions and examples."
Dana Tutulan
Design & Project Engineer

"Excellent course to help understand joint geometry and the effects of different components"
Geoffrey White
ATV Chassis/Suspension Engineer
Polaris Industries, Inc.

"This was an excellent course on fastener basics and technical details of bolted joints. I would recommend to anyone who uses bolts on a regular basis."
Louis Brady
Chassis Engineer
Polaris Industries, Inc.

For additional information, contact SAE Customer Service at 1-877-606-7323 (724/776-4970 outside the U.S. and Canada) or at

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