Dependence of the Preload on the Tightening Torque for Hydraulic Plugs

In hydraulics, threaded plugs are used to close various manufacturing holes and other fluid channels. They are preloaded to ensure sufficient sealing force. Since the range of recommended thread and underhead friction coefficients for preloaded threaded connections in the literature is very wide, th...

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Main Authors: Jurij Hladnik, Franc Majdič, Anže Čelik, Boris Jerman
Format: Article
Language:English
Published: MDPI AG 2024-12-01
Series:Applied Sciences
Subjects:
Online Access:https://www.mdpi.com/2076-3417/14/24/11920
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author Jurij Hladnik
Franc Majdič
Anže Čelik
Boris Jerman
author_facet Jurij Hladnik
Franc Majdič
Anže Čelik
Boris Jerman
author_sort Jurij Hladnik
collection DOAJ
description In hydraulics, threaded plugs are used to close various manufacturing holes and other fluid channels. They are preloaded to ensure sufficient sealing force. Since the range of recommended thread and underhead friction coefficients for preloaded threaded connections in the literature is very wide, they are not suitable for accurate determination of the preload–torque relationships of plug–valve connections. In the study, two non-standard plugs with metric threads were equipped with strain gauges and repeatedly tightened three times in valve housings under lubricated and unlubricated conditions. The preload and tightening torque were measured. (1) Although the plug–valve connections had a similar geometry with the same surface roughness of the contacting surfaces, the average overall friction coefficient (uniform thread and underhead friction coefficient) and torque coefficient differed between the two connections in the unlubricated and lubricated conditions by 16% and 18%, respectively. This indicates that even small geometrical differences can have a considerable influence on these coefficients. The overall friction and torque coefficients were between 8% and 17% higher in the unlubricated condition than in the lubricated condition (not statistically proven). (2) The overall friction and torque coefficients decreased with repeated tightening under lubricated conditions. This influence decreased with the number of tightening repetitions. (3) Consideration of the minimum and maximum thread and underhead friction coefficients given in VDI 2230 would lead to an error in the estimated preload of −15% to +86%. In conclusion, for accurate determination of the preload–torque relationship of the plug–valve connections, measurements considering repeated tightening are crucial. These should be performed for each type and size of plug–valve connection separately. To minimize the repeated tightening influence, it is recommended to re-tighten the connections several times before leaving production.
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spelling doaj-art-a28d80511aec486aa6fa63ec617e2cbe2025-08-20T02:57:12ZengMDPI AGApplied Sciences2076-34172024-12-0114241192010.3390/app142411920Dependence of the Preload on the Tightening Torque for Hydraulic PlugsJurij Hladnik0Franc Majdič1Anže Čelik2Boris Jerman3Faculty of Mechanical Engineering, University of Ljubljana, 1000 Ljubljana, SloveniaFaculty of Mechanical Engineering, University of Ljubljana, 1000 Ljubljana, SloveniaPoclain Hydraulics d.o.o., 4226 Žiri, SloveniaFaculty of Mechanical Engineering, University of Ljubljana, 1000 Ljubljana, SloveniaIn hydraulics, threaded plugs are used to close various manufacturing holes and other fluid channels. They are preloaded to ensure sufficient sealing force. Since the range of recommended thread and underhead friction coefficients for preloaded threaded connections in the literature is very wide, they are not suitable for accurate determination of the preload–torque relationships of plug–valve connections. In the study, two non-standard plugs with metric threads were equipped with strain gauges and repeatedly tightened three times in valve housings under lubricated and unlubricated conditions. The preload and tightening torque were measured. (1) Although the plug–valve connections had a similar geometry with the same surface roughness of the contacting surfaces, the average overall friction coefficient (uniform thread and underhead friction coefficient) and torque coefficient differed between the two connections in the unlubricated and lubricated conditions by 16% and 18%, respectively. This indicates that even small geometrical differences can have a considerable influence on these coefficients. The overall friction and torque coefficients were between 8% and 17% higher in the unlubricated condition than in the lubricated condition (not statistically proven). (2) The overall friction and torque coefficients decreased with repeated tightening under lubricated conditions. This influence decreased with the number of tightening repetitions. (3) Consideration of the minimum and maximum thread and underhead friction coefficients given in VDI 2230 would lead to an error in the estimated preload of −15% to +86%. In conclusion, for accurate determination of the preload–torque relationship of the plug–valve connections, measurements considering repeated tightening are crucial. These should be performed for each type and size of plug–valve connection separately. To minimize the repeated tightening influence, it is recommended to re-tighten the connections several times before leaving production.https://www.mdpi.com/2076-3417/14/24/11920preloaded connectionshydraulic plugstightening testclamping forcestrain gaugespretensioned fasteners
spellingShingle Jurij Hladnik
Franc Majdič
Anže Čelik
Boris Jerman
Dependence of the Preload on the Tightening Torque for Hydraulic Plugs
Applied Sciences
preloaded connections
hydraulic plugs
tightening test
clamping force
strain gauges
pretensioned fasteners
title Dependence of the Preload on the Tightening Torque for Hydraulic Plugs
title_full Dependence of the Preload on the Tightening Torque for Hydraulic Plugs
title_fullStr Dependence of the Preload on the Tightening Torque for Hydraulic Plugs
title_full_unstemmed Dependence of the Preload on the Tightening Torque for Hydraulic Plugs
title_short Dependence of the Preload on the Tightening Torque for Hydraulic Plugs
title_sort dependence of the preload on the tightening torque for hydraulic plugs
topic preloaded connections
hydraulic plugs
tightening test
clamping force
strain gauges
pretensioned fasteners
url https://www.mdpi.com/2076-3417/14/24/11920
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