KEVOS® MAKEOS · Fasteners

Bolt Tightening Torque with Separate Thread and Bearing Friction

What tightening torque gives my bolt preload when the thread friction and the nut or head bearing friction differ, how much of the torque goes into stretching the bolt, and how do the handbook’s simplified forms compare?

Tightening torque by the handbook’s Equations (21) to (24): T = PB [l ÷ 2π + d2 μ1 ÷ (2 cos α) + (d + b) μ2 ÷ 4] with the lead l, pitch diameter d2, thread half angle α, bearing face diameter b and the thread and bearing friction coefficients μ1 and μ2 you enter, the 60° thread forms T = PB [0.159 l + d (0.531 μ1 + 0.625 μ2)] and T = PB (0.159 l + 1.156 μ d), and the preload PB from a share of the tensile strength on the stress area of Equation (9) or entered directly.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Nominal (major) diameter dmmNominal diameter of the bolt.
Thread pitchmmPitch of the thread; for inch threads 25.4 ÷ TPI.
Number of thread startsstartsNumber of starts; the lead is starts × pitch.
Thread half angle α°Half the included thread angle; 30° for 60° threads.
Preload fromchoiceWhether the preload comes from the bolt strength or is entered directly.
Minimum tensile strength of the boltMPaMinimum tensile strength of the bolt grade.
Preload as a share of the tensile strength%Share of the tensile strength the preload is to reach.
Preload PB (when entered directly)kNAxial preload in the bolt, when entered directly.
Thread friction coefficient μ1Friction coefficient between the bolt and nut threads.
Nut or head bearing friction coefficient μ2Friction coefficient under the turned nut or bolt head.
Bearing face diameter b (0 = 1.5 d, no loose washer)mmOuter diameter of the pressure face under the turned nut or head.

What each input means

Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.

What this means: Nominal (major) diameter d
Illustration: Nominal (major) diameter dA circle with a line straight through its centre from edge to edge, marking the diameter Nominal (major) diameter d.dmeasured acrossthe centreExample: 12.7 mmNominal (major) diameter d
What it is
Nominal outside diameter of the bolt thread.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 200 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 12.7 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Sets the stress area and the friction radii.
Get it right
For inch bolts multiply the size by 25.4, e.g. 1/2 in is 12.7 mm.
What this means: Thread pitch
Illustration: Thread pitchA row of repeated features with a dimension from the centre of one to the centre of the next, marking the pitch Thread pitch.PExample: 1.953846 mmThread pitch
What it is
Axial distance between neighbouring threads of the bolt.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 20 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.953846 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Sets the lead, the stress area and the pitch diameter.
Get it right
For inch threads divide 25.4 by the threads per inch, e.g. 13 TPI is 1.9538 mm.
What this means: Number of thread starts
Illustration: Number of thread startsA row of identical items being counted; Number of thread starts is how many there are.nExample: 1 startsNumber of thread starts
What it is
How many separate threads run side by side along the bolt.
Units and format
Enter a number in starts: a number of thread starts. The form accepts 1 starts to 8 starts. Use a whole number. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1 starts as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The lead and the stretching torque rise in proportion.
Get it right
Almost all bolts are single start.
What this means: Thread half angle α
Illustration: Thread half angle αTwo lines meeting at a point with an arc between them, marking the angle Thread half angle α.αExample: 30°Thread half angle α
What it is
Half the included angle between the thread flanks.
Units and format
Enter a number in °: degrees of angle. The form accepts 0° to 45°. Required: the tool does not calculate until every input is valid.
Example
The form opens with 30° as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger angle raises the thread friction torque.
Get it right
Use 30° for unified and metric 60° threads.
What this means: Preload from
Illustration: Preload fromThe options for Preload from, with the one currently selected highlighted.A share of the tensile strength on the stre…A preload you enterExample: A share of the tensile st…Preload from
What it is
Whether the preload is worked out from the bolt strength or entered.
Units and format
Choose one of 2 options from the list: A share of the tensile strength on the stress area; A preload you enter.
Example
The form opens with “A share of the tensile strength on the stress area” selected as a worked example. Choose the option that matches your case.
Effect on the result
Chooses how PB is found.
Get it right
Choose the direct preload when a joint calculation already gives it.
What this means: Minimum tensile strength of the bolt
Illustration: Minimum tensile strength of the boltA test bar pulled from both ends: stress Minimum tensile strength of the bolt is the force carried by each square millimetre of its cross-section.S_utstress = force ÷ areaExample: 1034.21 MPaMinimum tensile strength of the bolt
What it is
Lowest tensile strength the bolt grade is guaranteed to reach.
Units and format
Enter a number in MPa: megapascals (1 MPa = 1 N/mm²). The form accepts 0.000001 MPa to 3000 MPa. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1034.21 MPa as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The preload and torque rise in proportion.
Get it right
Take it from the bolt grade standard, e.g. 1034 MPa (150,000 psi) for SAE grade 8.
What this means: Preload as a share of the tensile strength
Illustration: Preload as a share of the tensile strengthA bar of 100 parts with the share marked; Preload as a share of the tensile strength is that share out of 100. The bar follows the value you type.0 %100 %%Example: 55%Preload as a share of the tensile strength
What it is
Share of the minimum tensile strength the preload is to reach.
Units and format
Enter a number in %: percent: the number is read as a percentage, so type 8 for 8 %. The form accepts 0.000001% to 100%. Required: the tool does not calculate until every input is valid.
Example
The form opens with 55% as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The preload and torque rise in proportion.
Get it right
Use the share your joint design or company standard calls for.
What this means: Preload PB (when entered directly)
Illustration: Preload PB (when entered directly)A block with an arrow pushing on it; the arrow is the force Preload PB (when entered directly).P_BExample: 50 kNPreload PB (when entered directly)
What it is
Axial clamping force the bolt is to carry after tightening.
Units and format
Enter a number in kN: kilonewtons (1 kN = 1000 N). The form accepts 0.000001 kN to 100000 kN. Required: the tool does not calculate until every input is valid.
Example
The form opens with 50 kN as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The torque rises in proportion.
Get it right
Only used when the preload is entered directly.
What this means: Thread friction coefficient μ1
Illustration: Thread friction coefficient μ1A block resting on a surface with the normal force pressing down and friction resisting sliding; Thread friction coefficient μ1 is friction force divided by normal force.Nfrictionμ₁Example: 0.15Thread friction coefficient μ1
What it is
Coefficient of friction between the bolt and nut thread flanks.
Units and format
Enter a plain number with no unit. The form accepts 0 to 1. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.15 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Raises the thread friction part of the torque.
Get it right
Measure it or take it for your plating and lubricant; dry steel is about 0.15.
What this means: Nut or head bearing friction coefficient μ2
Illustration: Nut or head bearing friction coefficient μ2A block resting on a surface with the normal force pressing down and friction resisting sliding; Nut or head bearing friction coefficient μ2 is friction force divided by normal force.Nfrictionμ₂Example: 0.15Nut or head bearing friction coefficient μ2
What it is
Coefficient of friction under the face of the turned nut or bolt head.
Units and format
Enter a plain number with no unit. The form accepts 0 to 1. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.15 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Raises the bearing friction part of the torque.
Get it right
Measure it or take it for your surfaces; it may differ from the thread value.
What this means: Bearing face diameter b (0 = 1.5 d, no loose wa…
Illustration: Bearing face diameter b (0 = 1.5 d, no loose washer)A circle with a line straight through its centre from edge to edge, marking the diameter Bearing face diameter b (0 = 1.5 d, no loose washer).bmeasured acrossthe centreExample: 0 mmBearing face diameter b (0 = 1.5 d, no loose…
What it is
Outer diameter of the pressure face under the turned nut or bolt head.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 400 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger face raises the bearing friction torque.
Get it right
Enter 0 to use 1.5 d, the handbook value with no loose washer.

Method and formulas

  1. Stress area As = π ÷ 4 × ((dp + dm) ÷ 2)² with dp = d − 0.6495P and dm = d − 1.2990P (Equation 9); PB = share × tensile strength × As.
  2. T1 = PB l ÷ 2π (stretching the bolt), T2 = PB d2 μ1 ÷ (2 cos α) (thread friction) with d2 = d − 0.6495P, T3 = PB (d + b) μ2 ÷ 4 (bearing friction); T = T1 + T2 + T3 (Equation 22).
  3. For 60° threads with d2 ≈ 0.92d and b ≈ 1.5d: T = PB [0.159 l + d (0.531 μ1 + 0.625 μ2)] (Equation 23); with μ1 = μ2 = μ: T = PB (0.159 l + 1.156 μ d) (Equation 24).
  4. Example: the preload of 52.074 kN needs 129.75 N·m by Equation (22).

Limitations

  • Friction coefficients vary widely with finish, plating and lubrication; measure or take them for your parts.
  • The stress area of Equation (9) is for unified inch threads; metric stress areas differ slightly.
  • Most of the torque is lost in friction, so small changes in friction change the preload a lot.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Set a tightening torque when the thread and bearing friction differ
  • See how much of the torque is lost in friction
  • Check a torque figure against the simplified handbook forms

Who it is for

  • Mechanical designers
  • Maintenance fitters
  • Assembly engineers

What you get

  • Stress area and preload
  • Torque by Equation (22) and its three parts
  • Torque by the simplified Equations (23) and (24)
  • Share of the torque that stretches the bolt

Interpreting the result

  • When the two coefficients are equal, Equation (24) gives the same torque as Equation (23).
  • A loose washer under the nut changes the bearing diameter b and the bearing friction.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 1529–1534. Topic reference; no source tables or recommended settings are reproduced.

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Open the Bolt Tightening Torque with Separate Thread and Bearing Friction calculator