Study on the critical loosening condition toward a new design guideline for bolted joints

An understanding of conditions that trigger the loosening of bolted joints is essential to ensure joint reliability. In this study, a three-dimensional finite element model of a typical bolted joint is developed, and a new simulation method is proposed to quantitatively identify the critical transverse force for initiating loosening. This force is used to evaluate the anti-loosening capacity of bolted joints. Using the proposed simulation method, the effects of factors affecting critical loosening are systematically studied. It is found that the preload, frictional coefficients at the thread and the bearing surfaces, clamped length, and fit tolerance mainly affected loosening. When the preload and friction coefficients are increased, and the clamped length and fit tolerance are reduced, loosening is inhibited. Experiments are performed to demonstrate the reliability of the results. Finally, a suggestion is proposed to improve the design guideline VDI 2230 for bolted joints, which considers the requirement of avoiding loosening under vibrational loading.