Avoiding Bolt Failures PDF

BakerRisk Technical Brief
This Technical Brief is intended to provide lessons learned from materials, structure and equipment failures,
prevent costly failures, and maintain equipment reliability and integrity.
Avoiding Bolt Failures

Bolts, fasteners, and studs are commonly used to
secure rotating components, to flange two pipes
together, or to join multiple structural items such
as in aircraft wing skins or I-beams on a high-rise
structure. Although bolts and fasteners may be
the smallest items in a design, this does not
minimize their importance. Bolt failures have
resulted in fires, fatal accidents, crashes,
catastrophic ruptures, foreign object damage in
gas turbines, and leaks of hydrocarbon products
that have exploded. An accident attributed to
bolt failure occurred in 1979 when Flight 191
from Chicagos OHare Airport tragically crashed
30 seconds after take-off. The NTSB concluded
that the engine tore loose due to a missing pylon
attach bolt.
Head-to-Shank Radius
First Engaged
Thread
10 mm
Figure 2. Common Locations for Fatigue Crack

Initiation in a Bolt
One of the most common failure mechanisms for

bolts is fatigue. Fatigue is the phenomenon that
occurs in bolt materials as the result of cyclic
variations of the applied stress. A fatigue fracture
of a bolt is shown in Figure 1. The fatigue
fracture will typically have some characteristic
features such as ratchet marks at the initiation
location, a relatively smooth surface, and often
distinct crack propagation patterns of clam
shells or beach marks on the surface.
A bolt fatigue failure involves three stages of

damage: 1) initial crack initiation at a thread root,
radius or material defect; 2) progressive cyclic
fatigue growth; and 3) final sudden failure of the
remaining cross section of the bolt.
Fatigue
failures of bolts are often found at the firstengaged threads, which have the highest stress,
or at the head-to-shank fillet radius. Figures 2
and 3 show a fatigue crack that initiated at the
head-to-shank radius of a bolt.
Figure 1. Fatigue Fracture Surface on a Bolt Showing

Crack Initiation at the First-engaged Thread Root
Figure 3. Photomicrograph of a Fatigue Crack at the

Bolt Head-to-Shank Radius
BAKERRISK TECHNICAL BRIEF

Avoiding Bolt Failures
Corporate Office
3330 Oakwell Court, Suite 100
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210.824.5960 tel
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Canada Office
Most materials and structure have a fatigue endurance limit. That is, if the
stress is below the fatigue endurance limit, failure will not occur, even with
many load cycles. Figure 4 illustrates a Stress vs. Cycles curve for a low alloy
steel with a 150,000 pounds per square inch ultimate tensile strength and a
stress concentration factor Kt=3.3. If a bolt is subjected to reverse bending
(stress ratio (R) = Maximum Stress/Minimum Stress) R = -1) and the stress is
below 30,000 pounds per square
100
inch, then a fatigue crack should
90
R=0
not initiate. To keep the stress
below the fatigue endurance
80
limit, bolts are tightened with a
70
pre-determined torque value
60
based upon the yield strength of
R = -1
50
the bolt and diameter.
This
clamp load, also called pre-load,
40
is a percentage of the bolt yield
ENDURANCE LIMIT
30
stress. In a cyclic condition, if
20
the cyclic stress does not exceed
the pre-load stress, then the
10
mean fatigue stress is reduced
0
and the probability for a fatigue
10
10
10
10
10
10
failure is also reduced. However,
FATIGUE LIFE, CYCLES
if the preload is not adequate,
Figure 4. Stress vs. Cycles Curves for an Alloy then the bolt could fail in a low
number of cycles.
Steel Bolt at a Stress Ratio of R=0 and R= -1
MAXIMUM STRESS, KSI
B AKER E NGINEERING AND

R ISK C ONSULTANTS , I NC .
466 Speers Rd. 3rd Floor

Oakville, Ontario L6K 3W9
905.338.6292 tel
Avoiding Bolt Failure

Bolts that are torqued may fail due to fatigue in the following situations:
About BakerRisk
Baker Engineering and Risk
Consultants, Inc. is one of the
worlds leading explosion analysis,
structural design, and risk
engineering companies. BakerRisk
provides comprehensive consulting,
engineering, laboratory and range
testing services to government
agencies and private companies
involved with dangerous, highly
hazardous, reactive, or explosive
materials.
For more information on material
engineering services, failure analyses,
or lab testing, contact:
Daniel J. Benac, P.E.
(210) 824-5960
DBenac@BakerRisk.com
www.BakerRisk.com
The initial pre-load torque value for the bolt is too low
The pre-load torque value is above the yield stress of the bolt
The yield stress of the bolt material is too low
Elevated temperatures, causing bolt relaxation
Equipment vibrations, causing the bolt to loosen
Higher stress amplitudes above the endurance limit
To reduce the probability of a bolt fatigue failure, each bolted-joint design should be
individually evaluated and the following should be considered:
Verify that engineering drawing torque value is appropriate for the specific bolt alloy
and diameter
Select the proper strength and toughness material for the bolt
Reduce operating stresses and vibrations of equipment by using additional supports
Use proper torque wrenches for the given application

Use rolled threads, which induces compressive stresses, instead of cut threads
Assure that the fastener hole is free from dirt or corrosion to avoid higher and
incorrect torque readings
Consider the use of a safety wire or tack welding the head in high-vibration conditions
Check and re-torque bolts that may have become loose
Fatigue failures of bolts and fasteners can be avoided through good design practices,
proper installation, and routine inspection practices.
Tech. Brief No. 02-004-0107

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BakerRisk Technical Brief

Avoiding Bolt Failures

Figure 2. Common Locations for Fatigue Crack

One of the most common failure mechanisms for

A bolt fatigue failure involves three stages of

Figure 1. Fatigue Fracture Surface on a Bolt Showing

Figure 3. Photomicrograph of a Fatigue Crack at the

BAKERRISK TECHNICAL BRIEF

B AKER E NGINEERING AND

466 Speers Rd. 3rd Floor

Avoiding Bolt Failure

Reduce operating stresses and vibrations of equipment by using additional supports

Use proper torque wrenches for the given application

Tech. Brief No. 02-004-0107

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