Tension control of fasteners

• US 4,179,786 A
• Filed: 06/02/1978
• Issued: 12/25/1979
• Est. Priority Date: 08/09/1976
• Status: Expired

• Current Assignee: Rockwell International Corporation
• Original Assignee: Rockwell International Corporation
• Inventors: Eshghy, Siavash
• Primary Examiner(s): Combs, Ervin M.
• Application Number:
  US05/912,151
• Time in Patent Office: 571 Days
• Field of Search: 29/240, 29/407, 73/139, 73/761, 81/52.4 R, 81/52.4 B, 81/52.5, 173/1, 173/12
• US Class Current: 29/407.03
• CPC Class Codes: B25B 23/14 Arrangement of torque limiters or torque indicators in wrenches or screwdrivers couplings for transmitting rotation or clutches F16D; devices for measuring torque per se G01L
• CPC Class Codes: Y10T 29/49766 torquing threaded assemblage or determining torque herein
• CPC Class Codes: Y10T 29/49767 Determining relative number of threaded member rotations
• CPC Class Codes: Y10T 29/53687 by rotation of work part

Abstract

There is disclosed a technique for tightening threaded fasteners in which values of offset torque, initial tension rate relative to angle, final tension rate relative to angle and other joint related factors are empirically determined by instrumenting a plurality of fasteners of the type ultimately to be tightened. In one embodiment, torque and angle are monitored during tightening. Calculations are conducted, while tightening, to determine the tension prevailing in the bolt at a particular angle of advance. By using the calculated tension value and the particular angle of advance, an instantaneous position of threading advance on the tension-angle curve of the fastener is established. From this instantaneous position, it is determined how much greater angle of advance or how much torque is required to tighten the fasteners to a final desired tension value. The same technique may also be used merely to monitor tightening which is terminated by a different tightening strategy. A number of quality control procedures are conducted to determine if the fastener and the tightening tool are performing normally. In another embodiment, analog devices are utilized to convert sensed values of torque and the rate of threading advance into parameters which control tool shut off.

Claims

1. Apparatus for tightening seriatim a multiplicity of substantially identical joints having components including at least one threaded fastener to substantially the same final desired stress value, below the yield point of any component that can be correlated with stress, appearing in the fastener, comprising

a powered instructable tool, capable of terminating tightening in response to an instruction which varies from one fastener to the next, for applying torque to the fastener and tightening the same;

means for sensing the torque applied to the fastener at various angles of advance;

means responsive to the torque and angle sensings for determining, while tightening below the yield point of any joint component that can be correlated with stress, a tightening parameter value, variable from one fastener to the next, sufficient to tighten each fastener to the final desired stress value; and

means for instructing the tool to terminate tightening of each fastener in response to the determined tightening parameter value.

2. The apparatus of claim 1 wherein the determining means comprises means for determining the torque values sufficient to tighten each fastener to the final desired stress value.

3. The apparatus of claim 2 wherein the determining means comprises means for calculating the sufficient torque value from the ultimate equation ##EQU33## where F_D is the final desired stress value, dF/dα

is the derivative of stress with respect to angle, T_D is the sufficient torque value, dT/dα

is the derivative of torque with respect to angle, T_os is offset torque, and T_pv is prevailing torque.

4. The apparatus of claim 1 wherein the determining means comprises means for determining the angle of threading advance sufficient to tighten each fastener to the final desired stress value.

5. The apparatus of claim 4 wherein the determining means comprises means for calculating the angle of advance from the ultimate equation F_D =α

FR where F_D is the final desired stress value, FR is the stress rate and α

is the angular distance from the angle origin of stress to F_D.

6. A method of tightening a multiplicity of substantially identical joints having components including at least one threaded fastener to a final desired stress value below the yield point of any joint component that can be correlated with stress, including

tightening the fastener with an instructable tool;

sensing torque at various angles of advance during tightening below the yield point of any joint component that can be correlated with stress;

calculating, while tightening below the yield point of any joint component that can be correlated with stress, the stress appearing in the fastener at least at one instant of tightening below the yield point of any joint component that can be correlated with stress from the sensed values of torque and angle;

determining the value of a tightening parameter sufficient to tighten the fastener to the final desired stress value below the yield point of any joint component that can be correlated with stress from the calculated stress;

instructing the tool to tighten the fastener to the determined parameter; and

terminating tightening in response to the attainment of the determined parameter.

7. The method of claim 6 wherein the tightening parameter is angle of advance.

8. The method of claim 6 wherein the tightening parameter is torque.

9. The method of claim 6 wherein the tightening parameter is a linear combination of torque and angle.

10. The method of claim 6 wherein fastener is a bolt and the final desired stress value is final desired tension value in the bolt.

11. The method of claim 6 wherein the tightening parameter includes a measure of tool overrun.

12. Apparatus for tightening seriatim a multiplicity of substantially identical joints having components including at least one threaded fastener to substantially the same final desired stress value below the yield point, comprising

a powered instructable tool for tightening the fastener;

means for sensing torque at various angles of advance during tightening below the yield point of any joint component that can be correlated with stress;

means for calculating the stress appearing in the fastener at least at one instant of tightening below the yield point of any joint component that can be correlated with stress from the sensed values of torque and angle;

means for determining a tightening parameter value sufficient to tighten the fastener to the final desired stress value below the yield point of any joint component that can be correlated with stress from the calculated stress; and

means for instructing the tool to tighten the fastener to the determined parameter value.

13. The apparatus of claim 12 wherein the calculating means and the determining means respectively comprises means for calculating the stress and means for determining the tightening parameter value in a time period commencing with the onset of threading and stopping with the termination of tightening.

14. The apparatus of claim 13 wherein the time period is less than two minutes.

15. A method of tightening a multiplicity of substantially identical joints having components including at least one threaded fastener to a final desired stress value below the yield point of any joint component that can be correlated with stress, comprising

tightening the fastener with an instructable powered tool;

sensing torque at various angles of advance during tightening;

determining the torque rate of the fastener from the sensed values of torque and angle;

calculating the stress appearing in the fastener at least at least at one instant of tightening below the yield point of any joint component that can be correlated with stress from the determined torque rate and from sensed torque;

determining the value of a tightening parameter sufficient to tighten the fastener to the final desired stress value below the yield point of any joint component that can be correlated with stress from the calculated stress;

instructing the tool to tighten the fastener in response to the determined parameter; and

terminating tightening in response to the determined parameter.

16. The method of claim 15 further comprising predicting the amount of tool overrun and wherein the instructing step comprises instructing the tool to tighten each fastener in response to the determined parameter and the amount of tool overrun, and the terminating step comprises terminating tightening in response to the determined parameter and the amount of tool overrun.

17. The method of claim 15 comprising the step of empirically determining the value of FR₁, FR₂ and T_os where FR₁ is stress rate in a low stress range, FR₂ is stress rate in a higher stress range and T_os is offset torque, and the calculating step comprises calculating the stress from the empirically determined values of FR₁, FR₂ and T_os as well as from the sensed values of torque and angle.

18. Apparatus for tightening a multiplicity of substantially identical joints having components including at least one threaded fastener to a final desired stress value below the yield point of any joint component that can be correlated with stress, comprising

a powered instructable tool for tightening the fastener;

means for sensing torque at various angles of advance during tightening;

means for determining the torque rate of the fastener from the sensed values of torque and angle;

means for calculating the stress appearing in the fastener at least at one instant of tightening below the yield point of any joint component that can be correlated with stress from the determined torque rate and the sensed torque;

means for determining the value of a tightening parameter sufficient to tighten the fastener to the final desired stress value below the yield point of any joint component that can be correlated with stress; and

means for instructing the tool to tighten the fastener in response to the determined parameter.

19. The apparatus of claim 18 further comprising means for predicting the amount of tool overrun, and wherein the instructing means comprises means for instructing the tool to tighten the fastener in response to the determined parameter and the amount of tool overrun.

20. The apparatus of claim 18 wherein the determining means comprises means for determining the torque value sufficient to tighten the fastener to the final desired stress value.

21. The apparatus of claim 18 wherein the determining means comprises means for determining the angle of threading advance sufficient to tighten the fastener to the final desired stress value.

22. The apparatus of claim 18 wherein the fastener is a bolt and the calculating means comprises means for calculating the tension in the bolt.

23. Apparatus for tightening a joint having components including at least one threaded fastener, comprising

a powered tool for tightening the fastener;

means for monitoring stress in the fastener including

means for sensing torque and angle while tightening; and

data processor means for calculating stress in the fastener below the yield point of any joint component that can be correlated with stress from sensed values of torque and angle; and

means for terminating tightening in response to a tightening parameter related to monitored stress.

24. The apparatus of claim 23 wherein the tightening parameter is torque.

25. The apparatus of claim 23 wherein the tightening parameter is angle.

26. The apparatus of claim 23 wherein the tightening parameter is a linear combination of torque and angle.

27. Apparatus for tightening substantially identical threaded fasteners in production lots to the same final desired stress value ±

15%, comprising

a powered instructable tightening tool having a source of energy, means for connecting and disconnecting the tool to the energy source, a torque sensor and an angle sensor;

a data processor connected to the torque and angle sensors including

means for determining a mid-point stop of the fasteners at least about 0.4 elastic limit of the weakest joint component from a sensed value of torque and angle and means for instructing the tool to halt tightening at the mid-point stop;

means for calculating a torque rate in a region adjacent the mid-point stop from sensed values of torque and angle;

means for calculating the stress appearing in the fastener at a location between the onset of tightening and the mid-point stop from a sensed value of torque at the location, the calculated torque rate and an empirically determined stress rate for the region including 0.1-0.5 elastic limit;

means for calculating a value of a tightening parameter sufficient to tighten the fastener to a final desired stress value from an empirically determined stress rate above the region 0.1-0.5 elastic limit;

means controlled by the data processor for resuming tightening; and

means responsive to the value of the tightening parameter for terminating tightening adjacent the final desired stress value.

28. The apparatus of claim 27 further comprising means for calculating the amount of tool overrun adjacent the final desired stress value and wherein the tightening terminating means comprises means responsive to the value of the tightening parameter and the amount of tool overrun for terminating tightening adjacent the final desired stress value.

29. The apparatus of claim 27 wherein the means for calculating the tightening parameter value comprises means for dividing the difference between the final desired stress value and the stress calculated at the location by the empirically determined stress rate above the region 0.1-0.5 elastic limit.

30. The apparatus of claim 27 wherein the means for calculating the tightening parameter value comprises means for dividing the difference between the final desired stress value and the stress at an angular position adjacent the location by the empirically determined stress rate above the region 0.1-0.5 elastic limit.

31. The apparatus of claim 27 wherein the tightening parameter is in units of angle.

32. The apparatus of claim 27 wherein the tightening parameter is in units of torque.

33. The apparatus of claim 27 wherein the torque rate calculating means includes means for storing and recalling the sensed values of torque and angle and means for determining an average torque rate from the sensings.

34. A method of tightening a joint including a threaded fastener, comprising

tightening the fastener;

sensing torque applied to the fastener and the angle of threading advance;

determining, during tightening, the origin of stress in the fastener from the sensed values of torque and angle;

determining a shut off parameter based on the origin of stress; and

terminating tightening in response to the shut off parameter.

35. Apparatus for tightening a joint including a threaded fastener, comprising

a powered tool for tightening the fastener;

means for sensing the torque applied to the fastener and the angle of threading advance;

means for determining, during tightening, the origin of stress in the fastener pair from sensed values of torque and angle;

means for determining, during tightening, a shut off parameter based on the origin of stress; and

means for terminating operation of the powered tool in response to the shut off parameter.

36. A method of tightening seriatim a multiplicity of substantially identical production joints including at least one threaded fastener, comprising

empirically determining, prior to tightening the production joints, at least one joint characteristic;

applying torque to the fastener for tightening the production joint;

determining, while tightening below the yield point of any joint component that can be correlated with stress, a tightening parameter based on the empirically determined joint characteristic, which tightening parameter varies from one joint to the next; and

terminating tightening in response to the tightening parameter.

37. The method of claim 36 wherein the empirically determined joint characteristic is the fastener tension rate.

38. The method of claim 36 wherein the empirically determined joint characteristic is the offset torque.

39. Apparatus for tightening seriatim a multiplicity of substantially identical production joints including at least one threaded fastener and having at least one empirically determinable joint characteristic, comprising

means for applying torque to the fastener;

means for determining, while tightening below the yield point of any joint component that can be correlated with stress, a tightening parameter based on the empirically determined joint characteristic, which tightening parameter varies from one joint to the next, including

means for delivering a signal to the determining means representative of the empirically determinable joint characteristic; and

means for terminating tightening in response to the tightening parameter.

40. A method of tightening seriatim a multiplicity of substantially identical production joints including at least one threaded fastener, comprising

determining, prior to tightening the production joints, at least one tightening tool characteristic;

applying torque to the fastener with the tightening tool for tightening the production joint;

determining, while tightening, a tightening parameter based on the determined tool characteristic, which tightening parameter varies from one joint to the next; and

terminating tightening in response to the tightening parameter.

41. The method of claim 40 wherein the determined tool characteristic is a function of tool overrun.

42. The method of claim 41 wherein the tightening tool characteristic is the stall torque of the tool.

43. The method of claim 41 wherein the tightening tool characteristic is the angle overrun of the tightening tool under no torque conditions.

44. Apparatus for tightening seriatim a multiplicity of substantially identical production joints including at least one threaded fastener, comprising

a tightening tool for applying torque to the fastener;

means for determining, while tightening, a tightening parameter based on a tool characteristic, which tightening parameter varies from one joint to the next, including

means for delivering a signal to the determining means representative of the determined tool characteristic; and

means for terminating tightening in response to the tightening parameter.