# Characteristic Evaluation on Bolt Stress by Ultrasonic Nondestructive Methods

Authors: Qinxue Pan; Shuai Liu; Xiao Li; Chunguang Xu
Journal: Advances in Materials Science and Engineering
 (2015)

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## Abstract

Based on the acoustoelasticity theory, a certain relationship exists between ultrasonic velocity and stress. By combining shear and longitudinal waves, this paper provides a nondestructive method of evaluating axial stress in a tightened bolt. For measuring the bolt axial stress in different situations, such as under low or high loads, this paper provides guidelines for calculating the stress for a given load factor. Experimental and calculated results were compared for three bolt test samples: an austenitic stainless steel bolt (A2-70) and low-carbon steel 4.8 and 8.8 bolts. On average, the experimental results were in good agreement with those obtained through calculations, thus providing a nondestructive method for bolt stress measurements.


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## Body

## 1. Introduction

Bolts, a key component in equipment joints, are used to join, clamp, reinforce, and seal various parts and are widely used throughout industry (e.g., aerospace, marine, construction, chemical, and energy industries). Due to their importance, bolt axial stress has received much attention in an attempt to improve the bolt’s performance and useful life. However, the complexities of the bolt structure and threaded part deformation with axial loading have prevented accurate measurement of the axial stress. In recent decades, the research community has actively explored solutions to this problem [1]. Williams et al. gave the ultrasonic analysis of bolt preload [2], Johnson et al. used time-of-flight measurements of both shear and longitudinal waves propagating along the axis of a bolt along with the material parameters to calculate the stress acting on the bolt [3], and Koshti developed the application to make ultrasonic measurement of preload in sleeve bolts [4]. At present, a torque wrench is commonly used to determine the degree of bolt axial stress in the industrial field. However, due to the reverse torque in the nut of the thread friction pair, as well as the elastic deformation, the torque used to produce the bolt axial stress is actually <20% of the torque wrench numerical value [5]. Ultrasonic nondestructive testing of the vertical screw bolt axial stress (e.g., the pulse echo reflection method, transit time method, and phase method) cannot measure the axial stress when the bolts are installed or buried to a depth at which the original length of the anchor bolt is unknown [6, 7].Ultrasonic nondestructive testing with electromagnetic ultrasonic shock excitation shear waves has been used to measure the axial pretightening force of bolts, with some promising results; however, this approach fails to resolve the axial stress measurement when the bolt length is unknown [8]. According to the acoustoelasticity theory, the ultrasonic velocity and the magnitude of the stress in isotropic metal materials are related in such a way that the effect of the bolt axial length and temperature change are eliminated through simultaneous solving of the transverse and longitudinal wave equations [9–13]. However, in practice, the relationship between the acoustic time difference and the stress magnitude does not have a simple linear form under extremely low or high loading conditions. Thus, a more detailed stress measurement model is required to accurately resolve the bolt axial stress under various loading conditions.


## 2. Theory

From the sound theory of elasticity, the elastic wave propagation velocity in a solid material, the material itself (e.g., material density), and the second-order elastic constants are closely related to the stress state of the material. As such, the stress medium elastic wave equation for the initial coordinate system can be expressed as follows:(1)
∂
∂
X
J
δ
I
K
t
J
L
i
+
C
I
J
K
L
∂
u
K
∂
X
L
=
ρ
i
∂
2
u
i
∂
t
2
,where δ
I
K is a parameter of the Kronecker delta function, ρ
i is the material density, u
i is the distance of propagation, X
J is the vector particle of a point, C
I
J
K
L is the equivalent stiffness, and t
J
L
i is the Cauchy stress.Elastic sound is nonlinear. Assuming a plane ultrasound wave and the initial coordinates, (1) can be simplified to the following form:(2)
u
i
=
U
I
exp
⁡
i
k
N
J
X
J
-
V
t
.Taking into account the stress state in which the speed of sound and the elastic waves in the material have a quantitative mathematical relationship, and given the independent Lagrange variablesa, b, and c, and the particle displacement described by u, v, and w, we have the following:(3)
ρ
0
∂
u
2
∂
t
2
=
∂
T
11
∂
a
+
∂
T
12
∂
b
+
∂
T
13
∂
c
,
ρ
0
∂
v
2
∂
t
2
=
∂
T
21
∂
a
+
∂
T
22
∂
b
+
∂
T
23
∂
c
,
ρ
0
∂
w
2
∂
t
2
=
∂
T
31
∂
a
+
∂
T
32
∂
b
+
∂
T
33
∂
c
.The stress T
i
j in (3) is given below:(4)
T
11
=
J
11
∂
ϕ
∂
η
11
+
J
12
∂
ϕ
∂
η
21
+
J
13
∂
ϕ
∂
η
31
,
T
12
=
J
11
∂
ϕ
∂
η
12
+
J
12
∂
ϕ
∂
η
22
+
J
13
∂
ϕ
∂
η
32
,
T
13
=
J
11
∂
ϕ
∂
η
13
+
J
12
∂
ϕ
∂
η
23
+
J
13
∂
ϕ
∂
η
33
,
T
21
=
J
21
∂
ϕ
∂
η
11
+
J
22
∂
ϕ
∂
η
21
+
J
23
∂
ϕ
∂
η
31
,
T
22
=
J
21
∂
ϕ
∂
η
12
+
J
22
∂
ϕ
∂
η
22
+
J
23
∂
ϕ
∂
η
32
,
T
23
=
J
21
∂
ϕ
∂
η
13
+
J
22
∂
ϕ
∂
η
23
+
J
23
∂
ϕ
∂
η
33
,
T
31
=
J
31
∂
ϕ
∂
η
11
+
J
32
∂
ϕ
∂
η
21
+
J
33
∂
ϕ
∂
η
31
,
T
32
=
J
31
∂
ϕ
∂
η
12
+
J
32
∂
ϕ
∂
η
22
+
J
33
∂
ϕ
∂
η
32
,
T
33
=
J
31
∂
ϕ
∂
η
13
+
J
32
∂
ϕ
∂
η
23
+
J
33
∂
ϕ
∂
η
33
,where J
i
j are the Jacobian matrix elements, η
i
j are the strain matrix elements, and ϕ is the elastic potential energy.J
i
j is determined using x
=
a
+
u, y
=
b
+
v, and z
=
c
+
w. According to the acoustoelasticity theory, the transverse and longitudinal ultrasonic wave propagation direction and the polarization direction are related to the stress direction as follows [14]:(1)
The propagation of a longitudinal wave along the direction of stress is given by(5)
ρ
0
V
111
2
=
λ
+
2
μ
+
σ
3
K
0
λ
+
μ
m
4
λ
+
10
μ
+
4
m
+
λ
+
2
l
.
(2)
The stress direction along the propagation direction, with the polarization direction perpendicular to the shear stress, is given as(6)
ρ
0
V
113
2
=
λ
+
2
μ
+
σ
3
K
0
2
l
-
2
λ
u
λ
+
2
μ
+
m
,where for V
i
j
k
i is the direction of wave propagation, j is the wave polarization direction, and k is the load direction. In (5) and (6), the constant K
0 is given by(7)
K
0
=
λ
+
2
3
μ
;
ρ
0 is the density and λ and μ and l, m, and n are second- and third-order elastic constants of the material, respectively. For the purposes of a semi-infinite plate,(8)
λ
=
ρ
0
V
111
2
-
2
μ
,
μ
=
ρ
0
V
131
2
.According to the basic assumptions of elasticity, before the axial stress, less than the yield limit of the bolt, the material can be considered as a complete bolt steel elastomer. Thus, when measuring the temperature constant at room temperature, the second bolt material and the third-order elastic constants do not contribute to increases or changes in the axial stress. Under these conditions, the only factor that has an effect on the axial bolt stress and bolt length measurement is the measurement temperature. Considering that the effective stress which can tighten the nut bolt deputy district is not wrapped in the entire area, as shown in Figure 1, we can create a physical model of the axial stress during fastening of the bolt [8, 9]. The head of the bolt is placed in transverse and longitudinal wave transducers. The pulse echo method is used to measure the horizontal and vertical wave crossings in the screw. The bolt axial stress and length measurement can be obtained indirectly from these measurements.Figure 1
Bolt axial stress measurement physical model.Taking into account the measured temperature expansion of the overall impact of the bolt and the linear elastic deformation zone length for the bolt stress, the bolt length can be expressed as follows [15]:(9)
L
=
1
+
Δ
t
β
l
,
L
′
=
1
+
σ
E
l
′
,
Δ
t
=
t
-
t
0
,
V
L
t
=
V
L
0
1
-
α
L
Δ
t
,
V
S
t
=
V
S
0
1
-
α
S
Δ
t
;
L is the length of the bolt and L
′ is the length of the stress region, l is the length of the bolt and l
′ is the length of the stress region which is not influenced by temperature, t and t
0 are the current temperature and standard temperature (26°C), V
L
t and V
S
tare the velocity of longitudinal wave and transverse wave at temperature of t°C, β is the linear thermal expansion coefficient, α
L and α
S are the sound velocity coefficient of longitudinal wave and transverse wave with the change of temperature, and E is Young’s modulus.The relationship between the axial shear stress on the bolt and the longitudinal wave propagation velocity can be expressed as(10)
ρ
0
2
L
′
1
+
Δ
t
β
1
+
σ
/
E
T
L
-
2
L
-
L
′
1
+
Δ
t
β
/
V
L
0
1
-
α
L
Δ
t
2
=
λ
+
2
μ
+
σ
3
K
0
λ
+
μ
m
4
λ
+
10
μ
+
4
m
+
λ
+
2
l
,
ρ
0
2
L
′
1
+
Δ
t
β
1
+
σ
/
E
T
S
-
2
L
-
L
′
1
+
Δ
t
β
/
V
S
0
1
-
α
S
Δ
t
2
=
μ
+
σ
3
K
0
λ
n
m
+
4
λ
+
4
μ
+
m
.Considering that the transit time of longitudinal wave and transverse wave is very short, the experiment is performed at indoor temperature, and the order of magnitudes of α
L and α
S is 10−4, the change in temperature can be neglected. The original equation can be simplified to(11)
T
S
-
2
A
/
V
S
0
2
T
L
-
2
A
/
V
L
0
2
=
λ
+
2
μ
+
K
L
/
3
K
0
σ
μ
+
K
S
/
3
K
0
σ
.To simplify further, we define M as the left side of (11):(12)
M
=
T
S
-
2
A
/
V
S
0
2
T
L
-
2
A
/
V
L
0
2
,where T
L is the time of propagation of longitudinal wave and T
S is the time of propagation of shear wave.The final expression for the stressσ is given by(13)
σ
=
M
-
2
μ
-
λ
K
L
/
3
K
0
-
M
K
S
/
3
K
0
.The two coefficients in (14), K
S and K
L, can be obtained via an axial tensile test: (14)
K
L
=
M
K
S
+
3
K
0
M
-
2
μ
-
λ
σ
.To facilitate the calculation, we define b as the left side of(15)
b
=
3
K
0
M
-
2
μ
-
λ
σ
.


## 3. Experiments and Results

The experimental measurement system consisted of a symmetrical configuration of transverse and longitudinal wave transducers. The transverse and longitudinal wave transducer units operated independently and simultaneously produced transverse and longitudinal wave excitation signals (center frequency: 2.25 MHz). The broadband contact transducer produced a narrow pulse (diameter: 10 mm). The bolts whose models are M20 include A2-70, 4.8, and 8.8. In order to achieve stable coupling effects, nuts and flat tail had grinded the grips smooth, and the temperature is controlled at 26°C.The system used an ultrasonic excitation pulse signal transceiver device. Oscilloscopes coupled to the transverse and longitudinal wave transducer units provided an accurate recording of the transit time. A stretching machine was used to quantify the tensile test results. The stress value was extrapolated from the time duration through the function relationship between the two. Due to the low yield strength of steel (maximum bolt strength: 320 MPa), the tensile test stress range for the A2-70 bolts was 0–360 MPa, using a step increment of 20 MPa; the axial stress range for the low-carbon steel 4.8 and 8.8 bolts was 0–260 MPa, in 20 MPa step increments. Tables1–3 show the axial stress measurement results for the three bolt types.Table 1
Austenitic stainless steel bolt (A2-70) axial tensile stress measurement results.
Stress
T
L (μs)
T
S (μs)
M
b
0
42.831
76.17
3.145160
20
42.8415
76.204
3.146601
−2.53 × 1014
40
42.8605
76.2265
3.145552
−1.27 × 1014
60
42.88
76.247
3.14423
−8.57 × 1013
80
42.897
76.266
3.143192
−6.47 × 1013
100
42.9155
76.2835
3.14176
−5.22 × 1013
120
42.9325
76.3025
3.140722
−4.38 × 1013
140
42.9515
76.318
3.13902
−3.80 × 1013
160
42.9685
76.338
3.13808
−3.34 × 1013
180
42.988
76.357
3.13663
−3.00 × 1013
200
43.0044
76.3775
3.13583
−2.71 × 1013
220
43.0245
76.3965
3.13429
−2.49 × 1013
240
43.042
76.4175
3.13336
−2.30 × 1013
260
43.062
76.439
3.13207
−2.14 × 1013
280
43.081
76.462
3.131084202
-
1.99
E
+
13
300
43.1025
76.486
3.129780475
-
1.88
E
+
13
320
43.124
76.512
3.128663993
-
1.77
E
+
13
340
43.148
76.5355
3.127547129
-
1.61
E
+
13
360
43.1755
76.5565
3.12635963
-
1.54
E
+
13
V
L
0 = 5638.499 m s−1.
V
S
0 = 3105.499 m s−1.
λ = 9.8160 × 1010.
μ = 7.5710 × 1010.
ρ = 7850 kg m−3.
Explanation:
Stress   [MPa]    bolt axial stress.
T
L [s] time of propagation of longitudinal wave.
T
S [s] time of propagation of shear wave.
λ  μ the second-order elastic constants of the material.Table 2
Tensile stress measurement results for a low-carbon 4.8 steel bolt.
Stress
T
L (μs)
T
S (μs)
M
b
0
46.3535
84.2395
3.27610
20
46.369
84.256
3.27509
−5.27 × 1014
40
46.3865
84.274
3.273907
−2.65 × 1014
60
46.405
84.29
3.272383
−1.78 × 1013
80
46.424
84.3155
3.27161
−1.34 × 1013
100
46.44
84.3375
3.271006
−1.07 × 1013
120
46.458
84.358
3.26995
−8.96 × 1013
140
46.4755
84.382
3.26929
−7.70 × 1013
160
46.4945
84.3985
3.26774
−6.78 × 1013
180
46.513
84.417
3.26644
−6.05 × 1013
200
46.533
84.432
3.26460
−5.49 × 1013
220
46.555
84.456
3.2632
−5.01 × 1013
240
46.575
84.4745
3.26171
−4.68 × 1013
260
46.6
84.5
3.26001
−4.39 × 1013
V
L
0 = 5658.406 m s−1.
V
S
0 = 3150.549 m s−1.
λ = 12.087 × 1010.
μ = 7.8910 × 1010.
ρ = 7850 kg m−3.Table 3
Axial tensile stress measurement results for a low-carbon 8.8 steel bolt.
Stress
T
L (μs)
T
S (μs)
M
b
0
46.402
84.484
3.28979
20
46.412
84.4885
3.2886
−4.99 × 1014
40
46.427
84.495
3.286792
−2.51 × 1014
60
46.4405
84.505
3.285529
−1.69 × 1014
80
46.456
84.514
3.283863
−1.27 × 1014
100
46.47
84.524
3.282523
−1.02 × 1014
120
46.487
84.533
3.280624
−8.59 × 1013
140
46.5025
84.543
3.27905
−7.41 × 1013
160
46.519
84.552
3.277234
−6.53 × 1013
180
46.5335
84.562
3.275821
−5.84 × 1013
200
46.549
84.572
3.274252
−5.29 × 1013
220
46.57
84.582
3.27182
−4.85 × 1013
240
46.5825
84.59
3.270553
−4.47 × 1013
260
46.6
84.6
3.268675
−4.16 × 1013
V
L
0 = 5958.466 m s−1.
V
S
0 = 3170.589 m s−1.
λ = 12.087 × 1010.
μ = 7.8910 × 1010.Theb
-
M trend curves and comparison results of the three materials, A2-70, 4.8, and 8.8, are shown in Figures 2–7, respectively.Figure 2
The fitting curveM
-
b of an A2-70 austenitic stainless steel bolt.Figure 3
The comparison result of an A2-70 austenitic stainless steel bolt.Figure 4
The fitting curveM
-
b of a 4.8 low-carbon steel bolt.Figure 5
The comparison result of a 4.8 low-carbon steel bolt.Figure 6
The fitting curveM
-
b of a 8.8 low-carbon steel bolt.Figure 7
The comparison result of a 8.8 low-carbon steel bolt.The distribution curves shown in Figures2, 4, and 6 were used to determine the stress coefficients, K
S and K
L, from fitting of the data. From the b
-
M graphs, two linear stress regions were identified: 0–100 and 100–360 MPa. This is mainly because the screw thread pair of bolts generates quoin, friction, and elastic deformation of screw thread pair at first (0–100 MPa) and then enters into the elastic stage (100–360 MPa). The corresponding K
S and K
L values of the three bolt types were determined from a least squares fit using Matlab software. Table 4 shows the K
S and K
L values for the three stress measurement regions. The average error of this new method is less than 20 MPa from Figures 3, 5, and 7.Table 4
Matlab least squares fit of the stress measurement coefficients,K
S and K
L.
Material
Coefficient
0–100 MPa
100–360 MPa or 100–260 MPa
K
S
K
L
K
S
K
L
A2-70
3.7835 × 1016
1.1885 × 1017
2.813 × 1015
8.7741 × 1015
4.8
5.5036 × 1016
1.7992 × 1017
4.2938 × 1015
1.396 × 1016
8.8
3.3484 × 1016
1.0982 × 1017
3.543 × 1015
1.1544 × 1016


## 4. Conclusions

In this paper, an ultrasonic technique involving the combination of transverse and longitudinal waves provided a fast and effective way to measure bolt axial stress in three bolt materials: an austenitic stainless steel bolt (A2-70) and low-carbon steel 4.8 and 8.8 bolts. In the measurement process, the effect of temperature and elastic deformation was eliminated allowing the axial length of the bolt and the plug axial stress to be measured. The measurements were performed under various load conditions. The stress measurement coefficients, determined from least squares fitting of the stress data, were classified into two stress ranges, to provide a more accurate reading of the bolt axial stress. The average error of this new method is less than 20 MPa and can be applied to various industries, including aerospace, marine, turbines, bridge construction, chemical equipment, and energy systems.



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*Source: 134090-2015-09-27.xml*