Stud Bolts, Nuts, Screws, Threaded Rod & Washers

These guidelines cover the use of HSFG bolts in friction type joints for bridges covered by IRS Steel Bridge Code, from sizes M16 to M36. Galvanized bolts are not covered in these guidelines. These guidelines are intended only to help better understanding of the codal provisions. For actual design/ use, the source codes shall be referred to and followed.

Introduction

High Strength Friction Grip Bolts (HSFG) bolts are high strength structural bolts which have been tightened such as to induce tension in the bolt shank. Due to the tension in the bolt, the interface between the plies (steel members in a joint) cannot move relative to each other because of the friction resistance. The bolts act differently than normal bolts or rivets as explained below

Hierarchy of Codes

The guidelines have been prepared based on IS and EN codes, with modifications to suit the conditions for Indian railways. The hierarchy of codes shall be as follows:

  • Provisions of IRS codes.
  • Where IRS codes are silent, relevant IS codes may be referred.
  • Where both IRS and IS codes are silent, EN codes may be referred.

Reference Codes

  • IS 4000: 1992 – High Strength Bolts in Steel structures – code of Practice.
  • IS 3757 – 1985 (reaffirmed 2003) – Specifications for high strength structural bolts.
  • IS 6623:2004 – High Strength Structural Nuts – Specifications
  • IS 6649:1985 – Specification for Hardened and Tempered Washers for High Strength Structural Bolts and Nuts.
  • IS 1367 (Part 8): 2002 -Prevailing Torque type Steel Hexagon Nuts – Mechanical and Performance properties.
  • IS 1367 (Part XII):1983(reaffirmed 2001) – Phosphate coatings for threaded fasteners.
  • IS 1367 (Part 6) – 1994 (reaffirmed 2004) – Mechanical properties and test methods for nuts with specified proof loads
  • EN 1993-1-8: 2005 – Design of Steel Structures – design of joints
  • EN 14399 Part 1 to 10 – High strength structural bolting for preloading.
  • EN-1090-2: 2008, Execution of Steel Structures and Aluminium Structures part 2 – Technical Requirements for Steel Structures.

Types of Bolts

For the purpose of HSFG connections, only high strength structural bolts can be used. IS 4000 gives two property classes: 8.8 and 10.9 suitable for the same. Bolts shall conform to IS 3757. The bolts have the following characteristics :

Property class

A property calls has two parts separated by a decimal in the form x.y. The first part, x, indicates 1/100 of the nominal tensile strength in Newton per sq mm and y indicates ten times the ratio of the lower yield stress and nominal tensile strength. 1 For example, property class 8.8 means that the bolt will have nominal Ultimate Tensile strength of 800 N/mm2 , and lower yield stress of 80% of 800 N/mm2 , i.e. 640 N/mm2 .

Identification

The property class of bolts (8.8 or 10.9) shall be embossed or indented as 8S or 10S respectively on the top of head along with the manufacturer’s identification symbol. 2 Alternately, marking ‘8.8 S’ or ‘10.9 S’ are also acceptable. The suffix ‘S’ here denotes that the bolt is high strength structural bolt with a large series hexagon.

Diameter

IS 4000 gives diameters of HSFG bolts as M16, M20, M24, M30 and M36. Other sizes given in IS 1367 include M18, M22 and M27 (Referred to as ‘non-preferred’ sizes also). For bridge works, these can be used and M22 size is readily available in the market.

Length

The length of bolt shall be chosen such as to hold the steel members in position, with provision for the nut and washer(s) beyond the nut. Not just the length of the bolt, but also the thread length has to be specified. At least 4 full threads shall remain clear between the bearing surface of the nut and unthreaded part of the shank3 (This means that at least 4 threads shall extend into the members being joined by the bolt). Further, minimum one full thread pitch must protrude from the bolt after tightening.4 Most manufacturers have ready tables for the bolt lengths depending upon the steel plates to be gripped. Still, it will be prudent on the part of the field engineer to cross check the computations before ordering the bolts. Maximum grip length of all plies, including packings and packing washers, shall not exceed 10 times the nominal diameter of the bolt.

Surface Finish

All bolts shall be supplied with coating consisting of zinc phosphate that is used in conjunction with suitable oil of rust preventive type as per IS 1367 (Part XII).

Other Types of Bolts

There are other types of bolts, called twist-off bolts which have an additional stem at the end, which are tightened using double acting torque wrenches and the additional leg twists off when the desired torque is reached. The twist off occurs due to the torque applied and is not a direct indicator of the force in the bolt. For rusted bolts, the value of tension may be appreciably less than that indicated by torque, hence these bolts has not been favoured for use on Indian Railways.

Nut

Property Class

Nuts are designated by property class designation, which is equal to 1/100 of the minimum tensile strength in Newton per square mm of the bolt. For HSFG bolts, the property classes to be used are 8, and 10 as specified in IS 1367 (Part 8), suitable for bolts of property class 8.8 and 10.9 respectively. The nuts shall be hardened and then tempered at a temperature of at least 4250 C.6 Normal height of nut shall be more than 0.8 times the nominal bolt diameter.

Identification of Nut

The nuts have the following markings : The marking shall be either on the top or the bottom face of double chamfered nuts and shall be either indented or embossed on non bearing surface of washer faced nuts.

Surface of Nut

All nuts shall be supplied with coating consisting of zinc phosphate that is used in conjunction with suitable oil of rust preventive type as per IS:1367 (Part XII).

Position of nut in bolt

To ensure that the nut is not easily accessible for opening out by anti-social elements, the same shall be provided preferably as follows

Holes for HSFG Bolts

Normal holes in the steel members being connected by the rivets shall be used for HSFG bolts also, subject to the following:

Making of holes

The holes shall be made by drilling only.

Nominal Diameter of Hole

The nominal diameter of hole shall be 2 mm more than the bolt diameter8 i.e. for 20 mm dia HSFG bolt, the hole shall be 22 mm in diameter.

Oversize Holes

In case the bolts are to be provided in existing structure, the maximum size of hole shall not exceed 1.25 d or d + 4 mm whichever is less i.e. for 16 mm dia bolt, the maximum diameter of hole shall not exceed 19 mm and for 24 mm dia bolt, the maximum diameter shall not exceed 28 mm.9

Use of Hardened Washers

In case the hole diameter exceeds the bolt diameter by 2 mm, hardened washers shall be used in place of normal washers

Washer

Annular rings which are provided between the bolt head/ nut and the members being joined are called washers. Washers for HSFG bolts shall conform to IS 6649. The washers have the following characteristics:

Types

Three types of washers have been specified in IS 6649, clause 2 :

  • Type A : Plain hole circular washers.
  • Type B : Square taper washers for use with channels (60 taper)
  • Type C : Square taper washers for use with I-beams (80 taper)
Identification

Type A washers shall be identified by provision of two nibs (small projections) and manufacturer’s identification symbol in indented character. The type B and C washers shall be identified by the type identification symbol, B or C and the manufacturer’s identification symbol.

Surface Finish

All washers (except DTIs) shall be supplied with coating consisting of zinc phosphate that is used in conjunction with suitable oil of rust preventive type as per IS 1367 (Part XII).

Types of washers
  • Plain washer : HSFG bolts shall be provided with minimum one washer. Normally plain washer is provided. The washer(s) is (are) provided to prevent wear of the steel members being joined and coating thereon during the tightening of bolt.
  • Packing washers : If the bolt is longer than required, packing washers may be used. However, the maximum number of packing washers shall be limited to 3, with maximum total combined thickness of 12 mm.
  • Hardened washer : For oversize holes, hardened washers shall be used.12 These washers are required to prevent punching of the nut in the annular space around the bolt shank.
  • Note : IS 6649 specifies only one type of washers, which are through hardened and tempered13 , so all the above terms i), ii) and iii) refer to the same type of washer only.
  • Tapered Washer : Where the angle between the axis of bolt and the joint surface is more than 3 degree off normal, a tapered washer shall be used against the tapered surface. Non rotating surface shall preferably be placed against tapered washer.
Inspection of Washers

All washers shall be flat with a maximum deviation not exceeding 0.25 mm from straight edge laid along a line passing through the center of the hole.

Direct Tension Indicators (DTI)

The Direct tension Indicators are special type of washers with indentations which get pressed when the tension is applied. DTIs are very good method of ensuring that the bolts are tightened properly, and shall be preferred over plain washers. The DTIs normally are patented products and shall be supplied preferably with zinc phosphate coating as for other washers, but alternatively can be with any other corrosion prevention treatment given to the surface as specified by the manufacturer. These shall normally be provided below the head of the bolt in case nut is rotated. In case the bolt is to be rotated, an additional washer shall be provided on the DTI side to protect the protrusions from damage due to the abrasion during bolt tightening. Measuring the amount by which the indentations have been pressed indicate if the bolts have been tightened to the desired tension level. The DTIs used shall be the ones which are compatible metallurgically and also suitable for the bolts of property class 8.8 and 10.9. Action of DTIs is as indicated below

Other Types of Tension Indicators

There are other proprietary tension indicators such as those that have squirting action, those having rubber projections which shear off when full tension load is applied etc. These tension indicators have not been considered in these guidelines.

No of washers to be provided
  • Each bolt of property class 8.8 shall have minimum one plain washer, which shall be provided in the part being rotated.16 Mostly the nut is rotated, but if space constraint is there, the reverse is true.
  • For class 10.9 bolts, two washers shall be provided, one against head and one against the nut.17 The two washers are required in this case because of very high tension is imparted to the bolt, which can damage the steel members, especially softer mild steel members used on Indian Railways most commonly.
  • In case DTI is being provided, the same will count as one washer. If the nut is rotated, the DTI shall be provided under the head, and if the head is rotated, the DTI is to be provided under the nut. If DTI is used under the nut, washer faced nut as per IS 6623 shall be provided.

Surface preparation for steel interface before providing HSFG bolts

The steel interface between the plies which form a joint having HSFG bolts shall have special surface preparation so that sufficient slip factor is available. The following surface preparation shall be done

New construction

The interface between the plies which are connected together by the HSFG bolts shall be “Aluminium metallised without any over coating”. The aluminium metallising shall be as per para 39.1 of IRS B1 and shall have nominal thickness of 150 µm.

Existing structures

The interface of plies which are to be included in the HSFG bolts shall be cleaned by wire brushing/ flame cleaning equivalent to the surface specified in IRBM para 217, 1 (b), (i) to (iv). 18 The surfaces shall be cleaned to remove all loose rust and paint layers (Only isolated patches of coatings/ rust can remain). If, however, in existing structures, rivets are to be replaced by bolts but no surface preparation is possible, the slip factor shall be suitably reduced.

Installation of bolts

Basic principles

The HSFG bolts work on the principle of applying a specified pre-load on the joint such that the plies in the joint are joined together without any gap.

Basic principle of tightening

The tightening of HSFG bolts is to be done at stress level which is beyond the yield point, i.e. the plastic flow of material shall take place. This is important because the yield point of bolt material is well defined and after this level, the strain increases without increase in stress, (as shown in figure) : The effort through the tightening procedures is to lead the bolt into the horizontal part of the bolt tension/ elongation curve as shown above.

Sequence of tightening
  • The holes shall be brought in alignment by using drifts etc such that the bolt threads are not damaged during insertion of bolts. Drifting shall not distort the metal or enlarge the holes.
  • The tightening shall not proceed until the gap between the plates has been closed as given below.
  • HSFG bolts may be used temporarily during erection to facilitate assembly, but if so, the bolts shall not be finally tensioned until all bolts in joint are tightened to first stage.
  • During tightening of bolts also, the steel members can continue to deform and hence the tightening of subsequent bolts can lead to loosening of already tightened bolts. In order to minimize the loosening of already tight bolts, tightening in the two stages shall be done starting from the stiffest part to the free edges.20 Stiffest parts of joint are generally towards the center of the joint.
Max gap at edge

The plates/ members shall be fitted together and bolts shall be tightened. The residual gap shall be limited to 2 mm only at edges, provided it is certified that the central portion is in close contact after the corrective action (i.e. straightening of plates) is taken on the steel components

Installation Using direct Tension Indicator

This is the preferred method of installation of HSFG bolts.

Calibration of Direct Tension Indicator

Before the DTI are brought to site, the same shall be tested in the presence of engineer. Three nos bolts of similar diameter and property class as shall be used in the work shall be taken and installed with DTI. The installation procedure to be followed shall be similar to the one given for plain washers. On full tightening, the projections on DTI washers shall meet the requirements of checks specified after second stage tightening using DTIs. Only the DTIs which satisfy the calibration shall be brought to site for work.

Procedure

The tightening is done in two steps so that the bolts already tightened do not get loose when the subsequent bolts are tightened.

First Stage of Tightening

As a first stage, all bolts in the joint shall be tightened to ‘snug tight’ condition. Snug tight condition means the nut is tightened using an ordinary wrench by an average worker, applying maximum force on the wrench. This stage is required to bring the plies in close contact.

Checks after First stage tightening

After first stage of tightening, the joint shall be checked to see if the plies are in close contact and the clearances are not exceeded.

Second Stage of Tightening

During the second stage of tightening, torque wrench is used to tighten the bolts until the indentations on the DTI indicate full tightening.

Checks after Second stage tightening

23 Feeler gauge shall be used to check 100% of the bolts for proper tightening. The feeler gauge shall be 0.40 mm thick. The feeler gauge shall be used to determine if the bolt has been sufficiently tightened, as follows:

Number of indicator positionsMinimum number of feeler gauge refusals
43
53
64
74
85
95
  • *No more than 10% of the indicators in a connection bolt group shall exhibit full compression of the indicator.

Installation With ordinary washers

Maintenance of HSFG bolts

Anti-theft and Anti-sabotage measures

HSFG bolts upto 20 mm diameter can be opened, especially in the bracing/ cross frames near the supports or in accessible girder locations. Larger bolt diameters require considerable force to open and cannot be opened by stealth. Where it is apprehended that theft/sabotage might take place, the bolt threads may be destroyed by applying welding tack to the bolt projection beyond the nut after final tightening and inspection. The tack shall not be more than 5 mm long and not more than 3 mm in size. It shall be especially ensured that too much heat is not imparted to the bolt as to alter its metallurgical properties. Further, hammering of bolts to damage its threads is likely to affect the entire bolt assembly and is not recommended.

Inspection

During inspection, the bolts shall be seen for the following :

  • Broken/ missing bolts.
  • Loose bolts: The identification of loose bolts shall not normally require testing by hitting etc. Looseness can be identified by looking at the signs such as water ingress in the joint, signs of rust coming from inside the joint and fine powdery material coming out of joint etc. If it is suspected that the bolts are loose, the same shall be checked as per procedure given in Annexure D of IS 4000. Loose bolts shall be marked by a round circle all around it and shall be replaced expeditiously. Retightening of bolts is not allowed.
Painting

The HSFG bolts shall be painted as per normal painting schedules and painting methodologies as specified in the Indian Railways Bridge Manual for the girder as a whole.

DESIGN

Bearing type joints as defined in IS 4000 shall not be provided on bridges covered by IRS Steel Bridge Code. Only friction type joints shall be provided for all structures covered under IRS Steel Bridge Code.

Plies

The plates/ members joined together through HSFG bolts are called plies. To join dissimilar members, suitable packing shall be provided if the difference in thickness is more than 1 mm. From maintenance considerations, too thin packing plates are not desirable. In design, no additional factor need be considered for the packing thickness.

Diameter of bolt

Normally, for structural design, 20 mm or 22 mm dia bolts shall be chosen. However, if the joints are to be made smaller and for better detailing 24 mm and larger diameter bolts can be used. The bracing can also be design with 20 mm/ 22 mm dia bolts. However, if the load is too less, such as in foot over bridges, smaller diameter bolts can be used.

Diameter of hole

The nominal diameter of hole shall be 2 mm more than the bolt diameter29 i.e. for 20 mm dia HSFG bolt, the hole shall be 22 mm in diameter. If the HSFG bolts are being used in existing structures, the oversize holes may be permitted subject to maximum of 1.25 d or d + 4 mm, whichever is less.

Deduction for holes

The deduction for holes and for asymmetric connections to get the effective area of the members shall be done in a manner similar to the one adopted for the holes for rivets and other bolts, as per provisions of IRS Steel Bridge Code.Property class to be chosen
Property class 8.8 bolts are better as these are ductile and have good reserve strength. However, if the joints are to be made smaller and/or for better detailing, we can go for property class 10.9.

Slip factor to be adopted

Following values of slip factor shall be used in design: