Dynamic friction indicator and tightening system usable therewith

• US 4,375,121 A
• Filed: 04/07/1980
• Issued: 03/01/1983
• Est. Priority Date: 04/07/1980
• Status: Expired due to Term

• Current Assignee: Ingersoll-Rand Company (Trane Technologies plc)
• Original Assignee: SPS Technologies LLC (Berkshire Hathaway Incorporated)
• Inventors: Sigmund, Jerry A.
• Primary Examiner(s): Husar, Francis S.
• Assistant Examiner(s): Arbes, Carl J.
• Application Number:
  US06/137,948
• Time in Patent Office: 1,058 Days
• Field of Search: 29/240, 29/407, 73/139, 73/761, 173/12, 364/505, 364/507, 364/508, 364/468, 81/467
• US Class Current: 29/407.02
• 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 29/53687 by rotation of work part

Abstract

Apparatus and method for determining dynamic friction in a threaded joint and an associated tightening system for tightening such joints including threaded fasteners. A value representative of the coefficient of friction in the threaded joint is obtained by determining the gradient of a torque-rotation curve which could be plotted for the joint being tightened, and dividing this gradient by the product of the fastener pitch diameter and the tension rate of the joint. The desired tightened condition is achieved by computing the tightening torque required to induce a predetermined preload in the threaded fastener and comparing this computed torque with the instantaneous torque being imparted to the fastener. When the two torques are equal, tightening of the fastener is stopped. The desired tightening torque may be computed by obtaining the product of the value representative of the coefficient of friction, the predetermined preload and the pitch diameter of the fastener, or alternatively, by obtaining the product of the gradient of the torque-rotation curve and the quotient of the predetermined preload divided by the tension rate of the joint.

Claims

1. A system for determining a value representative of the coefficient of friction in a threaded joint assembly comprising:

means for tigtening the joint assembly;

gradient calculating means for developing a gradient signal representative of the slope of a torque-rotation curve which could be plotted for the joint assembly being tightened;

first means for providing a signal representative of the product of the pitch diameter of a threaded fastener member of the joint assembly and the tension rate of the joint assembly; and

computing means responsive to said gradient signal and said first means signal for computing the value representative of the coefficient of friction in the joint assembly and providing an output signal indicative thereof.

2. A system in accordance with claim 1 wherein said computing means includes dividing means for dividing said gradient signal by said first means signal, said dividing means output signal being said computing means output signal.

3. A system in accordance with claim 1 wherein said first means includes memory means for storing signals representative of the pitch diameter of the threaded fastener member and the tension rate of the joint assembly.

4. A system in accordance with claim 1, 2 or 3 further including indicating means for indicating said computing means output signal.

5. A system in accordance with claim 1, 2 or 3 for tightening the joint assembly to a desired preload, further including second computing means for computing a value representative of the desired torque necessary to produce the desired predetermined preload in the joint assembly and providing an output signal indicative thereof, said second computing means receiving said computing means output signal, the signal representative of the threaded member pitch diameter from said first means, a difference signal representative of the difference between the desired preload and a selected load at some point within the substantially linear portion of the preload-rotation curve and a signal representative of a selected torque at some point within the substantially linear portion of the torque-rotation curve which induces said selected load, said second computing means output signal being responsive to the input signals thereto.

6. A system in accordance with claim 5 wherein said first means provides said signals representative of the desired preload, the selected load and the selected torque.

7. A system in accordance with claim 5 wherein said second computing means includes subtraction means receiving said signals representative of the desired preload and the selected load for providing said difference signal.

8. A system in accordance with claim 5 wherein said second computing means includes multiplying means for multiplying said computing means output signal, the signal representative of the threaded member pitch diameter and said difference signal and providing an output signal, and addition means receiving said multiplying means output signal and said selected torque signal for providing an output signal indicative of the sum thereof, said addition means output signal being said second computing means output signal.

9. A system in accordance with claim 8 wherein said means for tightening the joint assembly includes wrench means for applying torque and imparting rotation to the threaded fastener member of the joint assembly.

10. A system in accordance with claim 9 further including means responsive to said second computing means output signal for discontinuing operation of said wrench means.

11. A system in accordance with claim 5 wherein said selected load is at some point on the preload-rotation curve greater than the load at which the curve becomes substantially linear and said selected torque is an average torque at some point on the torque-rotation curve greater than the torque at which the curve becomes substantially linear.

12. A system in accordance with claim 5 wherein said selected load is at the point on the preload-rotation curve at which the curve becomes substantially linear and said selected torque is the torque at the point on the torque-rotation curve at which the curve becomes substantially linear.

13. Apparatus for tightening a joint assembly including a threaded fastener to a desired preload comprising:

means for tightening the joint assembly by imparting torque and rotation to the fastener, the torque-rotation curve and the preload-rotation curve for the assembly each having a substantially linear tightening portion;

torque sensing means responsive to said means for tightening the joint assemby for developing a first torque signal representative of the torque imparted to the fastener;

angle sensing means responsive to said means for tightening the joint assembly for developing an angle signal representative of the rotation imparted to the fastener;

gradient calculating means for developing a gradient signal representative of the slope of the torque-rotation curve which could be plotted for the joint assembly being tightened;

first means for providing signals representative of the desired preload, a selected load at the onset of the substantially linear portion of the preload-rotation curve, the tension rate of the joint assembly, and the pitch diameter of the threaded fastener

gate means responsive to said gradient signal for developing a gate signal at the onset of said substantially linear tightening portion, said gate means being operative to receive said first torque signal and output a selected torque signal representative of the torque imparted to the fastener at said onset of said substantially linear tightening portion;

computing means responsive to said gradient signal, said selected torque signal and said first means signals for computing an output signal representative of the desired torque necessary to produce the desired preload in the joint assembly.

14. Apparatus in accordance with claim 13 wherein said first means includes memory means for storing said first means signals.

15. Apparatus in accordance with claim 13 or 14 wherein said computing means includes first multiplying means receiving said tension rate and pitch diameter signals for providing an output signal indicative of the product thereof, dividing means receiving said gradient signal and said first multiplying means output signal for providing an output signal indicative of the quotient thereof, subtracting means receiving said desired preload and said selected load signals for providing an output signal representative of the difference therebetween, second multiplying means receiving said dividing means signal, said difference signal and said pitch diameter signal for providing an output signal indicative of the product thereof, and adding means receiving said second multiplying means output signal and said selected torque signal for providing an output signal indicative of the sum thereof, said adding means output signal being said computing means output signal representative of the desired torque necessary to produce the desired preload in the joint assembly.

16. Apparatus in accorance with claim 15 wherein said means for tightening the joint assembly includes wrench means, and further including torque sensing means responsive to said wrench means for developing a torque signal representative of the torque being applied to the fastener and angle sensing means responsive to said wrench means for developing an angle signal representative of the rotation being imparted to the fastener.

17. Apparatus in accordance with claim 16 further including comparison means responsive to said torque signal and said computing means output signal for comparing said two signals and for developing a control signal when said signals are essentially equal, and control means responsive to said control signal for supplying said control signal to said wrench means to stop said wrench means from imparting torque and rotation to the threaded fastener.

18. A method of determining a value representative of the coefficient of friction in a threaded joint assembly comprising the steps of:

determining the tension rate (TR) of the joint assembly;

providing the pitch diameter (d) of a threaded fastener member of the joint assembly;

tightening the joint assembly;

calculating the gradient (M) of a torque-rotation curve for the joint assembly being tightened during the substantially linear portion thereof; and

computing on the fly the value representative of the coefficient of friction (C₁) as a function of said gradient, said pitch diameter and said tension rate.

19. A method in accordance with claim 18 wherein the step of computing said value representative of the coefficient of friction (C₁) includes the steps of dividing said gradient by the product of said pitch diameter and said tension rate [M/d(TR)].

20. A method in accordance with claim 19 further including the step of indicating said value representative of the coefficient of friction in the joint assembly.

21. A method of tightening a joint assembly including a threaded fastener to a desired preload comprising the steps of:

establishing a desired predetermined preload (P_D) which is to be induced in the joint assembly;

determining a selected load (P_L) at the onset of the substantially linear portion of the preload-rotation curve;

determing the tension rate (TR) of the joint assembly;

providing the pitch diameter (d) of the threaded fastener;

tightening the joint assembly by imparting torque and rotation to the fastener;

calculating the gradient (M) of the torque-rotation curve during the substantially linear portion thereof;

identifying said onset of said substantially linear tightening portion of said torque-rotation curve;

measuring a selected torque (T_L) imparted to the fastener at said onset of said substantially linear tightening portion;

computing a desired tightening torque (T_F) necessary to induce the desired predetermined preload in the joint assembly, as a function of said predetermined preload, said selected load, said gradient, said tension rate, said pitch diameter and said selected torque;

determining when said torque imparted to the fastener is equal to said desired tightening torque (T_F); and

discontinuing tightening the joint assembly when said torque imparted to the fastener is equal to said desired tightening torque (T_F).

22. A method in accordance with claim 21 wherein the step of computing said desired tightening torque (T_F) includes the steps of dividing said gradient (M) by the product of said pitch diameter (d) and said tension rate (TR) to obtain [M/d(TR)], obtaining the difference between said predetermined preload (P_D) and said selected load (P_L), obtaining the product of {[M/d(TR)]·

(P_D -P_L)·

(d)} and adding this product to the selected torque (T_L) to obtain the desired tightening torque (T_F).