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<strong>Cost</strong> <strong>Justification</strong><br />

<strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong><br />

<strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

by Allan Steinbock, Vice President<br />

Superbolt, Inc., Carnegie, PA<br />

Copyright © 2005 by Superbolt ® , Inc, Carnegie, PA. All rights reserved. This document may<br />

not be reproduced in any form without permission from the copyright owner.


<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

INTRODUCTION:<br />

<strong>Multi</strong>-Jackbolt Tensioners are bolt<br />

tightening devices that are widely used<br />

on critical equipment in most heavy<br />

industries. Although the concept is<br />

relatively simple, these tensioners have<br />

many benefits that are not commonly<br />

known. They have proven to be<br />

economical in terms <strong>of</strong> cost <strong>and</strong> in<br />

terms <strong>of</strong> equipment reliability, which<br />

will be the focus <strong>of</strong> this paper.<br />

DESCRIPTION OF SYSTEM:<br />

<strong>Multi</strong>-Jackbolt Tensioners (MJT’s) come<br />

in many variations including nut style,<br />

thrust collars (unthreaded) or bolt style<br />

devices. Due to the wide variety <strong>of</strong><br />

components available, the MJT system<br />

can be retr<strong>of</strong>itted into the same area<br />

as a st<strong>and</strong>ard OEM nut or bolt. This<br />

paper focuses on the nut style tensioner<br />

(Fig. 1) as this is the most commonly<br />

used. However, most <strong>of</strong> the benefits are<br />

applicable to the other designs.<br />

Fig. 1: Nut style <strong>Multi</strong>-Jackbolt Tensioner<br />

The MJT system is composed <strong>of</strong> a round<br />

nut body with an internal thread identical<br />

to a st<strong>and</strong>ard fastener. In between the<br />

thread <strong>and</strong> the outside diameter is a series<br />

<strong>of</strong> drilled <strong>and</strong> tapped holes designed<br />

to accept hardened jackbolts that pass<br />

through the entire nut body. A hardened<br />

washer is always used under the jackbolts<br />

to protect the bearing area <strong>of</strong> the<br />

equipment (Fig. 2).<br />

Fig. 2: Cutaway line drawing <strong>of</strong> typical nut style <strong>Multi</strong>-<br />

Jackbolt tensioner<br />

To apply the system, the hardened washer<br />

is placed over the existing stud, bolt, rod<br />

or shaft to be tightened. The nut body is<br />

then threaded onto the main thread <strong>of</strong> the<br />

st<strong>and</strong>ard fastener h<strong>and</strong> tight against the<br />

washer. The tightening torque is applied<br />

to the individual jackbolts with a st<strong>and</strong>ard<br />

h<strong>and</strong> held torque wrench or air tool.<br />

Turning the jackbolts creates a thrusting <strong>of</strong><br />

the nut body away from the washer surface,<br />

2


3<br />

Fig. 3: Cutaway line drawing <strong>of</strong> MJT installed on stud<br />

or bolt.<br />

creating bolt tension <strong>and</strong> imparting a<br />

stretch on the main thread (Fig 3 & 4).<br />

MJT’s stay in place <strong>and</strong> remain on<br />

the equipment until removal for the<br />

next outage. An equivalent torque on a<br />

st<strong>and</strong>ard fastener can be achieved with a<br />

fraction <strong>of</strong> the torque<br />

input. For example, to<br />

pre-stress a 4”-8tpi bolt to<br />

45,000 psi (520,650 lb. <strong>of</strong><br />

preload) you would need<br />

to torque a st<strong>and</strong>ard nut<br />

to 30,650 ft•lb. With a<br />

st<strong>and</strong>ard MT series MJT,<br />

the same prestress can be<br />

achieved with only 190 ft•lb<br />

on each jackbolt. Figures<br />

5 & 6 show torque values<br />

that indicate the dramatic<br />

mechanical advantage <strong>of</strong><br />

MJT’s compared to st<strong>and</strong>ard<br />

hex nut torque values.<br />

Since applying <strong>Multi</strong>-Jackbolt<br />

<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

Tensioners as an alternative bolting method<br />

is new to some people, cost justification<br />

<strong>and</strong> reliability issues come to the forefront<br />

when compared to alternative or existing<br />

methods. Although many <strong>of</strong> the equipment<br />

reliability issues tie into cost justification<br />

we will attempt to discuss them separately<br />

<strong>and</strong> prove them with actual case histories.<br />

COST JUSTIFICATION:<br />

INITIAL PURCHASE VS.<br />

ALTERNATIVES<br />

On new equipment <strong>and</strong> retr<strong>of</strong>its, <strong>Multi</strong>-<br />

Jackbolt Tensioners are generally more<br />

expensive than st<strong>and</strong>ard nuts/bolts.<br />

However, in many cases, the existing<br />

nuts <strong>and</strong> bolts are <strong>of</strong> special design or<br />

Fig. 4: 3D model <strong>of</strong> MJTs installed on a joint.<br />

Easy-turn jackbolts push nut<br />

body “up”<br />

MJT spun on h<strong>and</strong> tight<br />

Hardened washer protects joint<br />

surface<br />

Tremendous clamping force is<br />

created on joint<br />

Existing bolt/stud tightened in<br />

pure tension


<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

materials. In larger size ranges, MJT’s can<br />

be equal to or less than original nuts/<br />

bolts. For example, on a recent job for a<br />

large coupling, (18) 6-13/16” tensioners<br />

were required. The initial cost <strong>of</strong> the<br />

tensioners was equivalent in cost to the<br />

machined st<strong>and</strong>ard nuts. However, in<br />

the comparison <strong>of</strong> MJT’s to alternative<br />

tightening methods is where most cost<br />

justifications occur.<br />

For example, hydraulic wrenching is a<br />

commonly used method <strong>of</strong> torquing<br />

large diameter nut/bolts. The initial<br />

purchase price <strong>of</strong> hydraulic wrenches can<br />

be tens <strong>of</strong> thous<strong>and</strong>s <strong>of</strong> dollars <strong>and</strong> there<br />

are costs <strong>of</strong> accessories such as adapters,<br />

hoses, hydraulic power units <strong>and</strong> special<br />

sockets. Depending on the manufacturer,<br />

in addition to that there can be heavy<br />

maintenance costs <strong>and</strong> reliability issues.<br />

For example, a recent job for a heat<br />

Fig. 5: Torque curve comparing hex nuts & MJT’s.<br />

exchanger had (14) 3-1/4” A193-B7 studs<br />

to be tensioned using MJT’s. The cost<br />

for these <strong>Multi</strong>-Jackbolt Tensioners was<br />

$5,628.00. This compares to a purchase<br />

price <strong>of</strong> around $17,000 for a dedicated<br />

hydraulic wrench. In some instances where<br />

there are hundreds <strong>of</strong> bolts to tighten,<br />

hydraulic wrenches may have less <strong>of</strong> a<br />

cost impact ignoring other factors to be<br />

discussed later.<br />

Another alternative method is hydraulic<br />

tensioning. Hydraulic tensioners are<br />

used as a tool to stretch a bolt but are<br />

removed once bolt tensioning has been<br />

accomplished. Hydraulic tensioners require<br />

longer studs that sit above the st<strong>and</strong>ard<br />

nut. If not set up for these, new studs must<br />

be purchased to utilize the system. The unit<br />

cost <strong>of</strong> hydraulic tensioners is generally<br />

much more expensive than the total cost<br />

<strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners. Accessories<br />

must be purchased, such as hoses, fittings<br />

<strong>and</strong> power units. The tensioner itself,<br />

however, can be moved from stud to stud<br />

if time is not a factor. <strong>Multi</strong>ple hydraulic<br />

tensioners can be ganged together but there<br />

can be heavy initial cost depending on the<br />

number <strong>of</strong> units used. The tensioners rely on<br />

seals that can be prone to failure.<br />

Bolt heaters are another alternative bolting<br />

method. Depending on the design, these<br />

units can be very expensive to purchase. They<br />

Fig. 6: Hex nut<br />

torque <strong>and</strong><br />

MJT torque<br />

comparison<br />

chart.<br />

4


5<br />

are very slow, have limits in tensioning<br />

power <strong>and</strong> accuracy, <strong>and</strong>, if used carelessly,<br />

can be hazardous to h<strong>and</strong>le.<br />

SAFETY<br />

Aside from the moral implications <strong>of</strong><br />

providing for worker safety, organizations<br />

must be aware <strong>of</strong> the tremendous costs<br />

due to injuries on the job. Because <strong>Multi</strong>jackbolt<br />

Tensioners require only small<br />

h<strong>and</strong> or air tools, they are arguably the<br />

safest bolting method for tightening large<br />

diameter bolts/studs. The sledgehammer<br />

is still probably the most dominant tool<br />

when attempting to bolt up a piece <strong>of</strong><br />

equipment. The brute force method<br />

is prone to h<strong>and</strong>, arm, leg, face, <strong>and</strong><br />

back injuries. For example, the piston<br />

rod to crosshead jamnut connection<br />

on a reciprocating compressor is such<br />

that tightening methods as described<br />

above cannot be utilized. The large nut<br />

is accessed through an inspection door<br />

<strong>and</strong> can be turned using a large, oversize<br />

wrench hooked to an overhead crane<br />

(Fig. 7), floor jack or most commonly, it<br />

is struck with a sledgehammer.<br />

In one real world example, a worker was<br />

using this method on a 2-1/2” piston<br />

rod when the wrench dislodged from the<br />

nut. The wrench then swung up, striking<br />

the worker in the face. The worker was<br />

put on disability for the good part <strong>of</strong> a<br />

year. Subsequently, (36) <strong>Multi</strong>-Jackbolt<br />

Tensioners, similar to Figure 8, were<br />

installed with no further injuries.<br />

Hydraulic wrenches also have safety<br />

<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

Fig. 7: Example <strong>of</strong> using an overhead crane on a piston<br />

rod to crosshead jamnut connection.<br />

concerns, as they are high-energy tools.<br />

Specific instances <strong>of</strong> injuries are h<strong>and</strong> <strong>and</strong><br />

arm injuries due to sockets exploding or<br />

reaction bars pinching or rotating under<br />

high pressure. Hydraulic pressure in these<br />

units is usually 10,000 psi or higher <strong>and</strong><br />

instances have occurred where a hose<br />

has let go <strong>and</strong> injected a worker with<br />

poisonous hydraulic fluid causing severe<br />

injury. Figure 9 shows a photo <strong>of</strong> sockets<br />

that blew apart on a turbine deck, narrowly<br />

missing the personnel working in the area.<br />

Additionally, large wrenches can also be<br />

very heavy <strong>and</strong> they must be moved into<br />

place to function. This heavy lifting has<br />

contributed to back <strong>and</strong> other injuries.<br />

Fig. 8: <strong>Multi</strong>-Jackbolt Tensioner installed on a<br />

crosshead jamnut.


<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

Bolt heating has high-energy voltage<br />

requirements <strong>and</strong> also is a source <strong>of</strong><br />

injuries mainly related to burns. There<br />

have been instances where the heaters<br />

have ignited flammable liquids nearby,<br />

causing major fires. This is especially<br />

a concern where hydrocarbons are<br />

involved.<br />

Fig. 9: Damaged sockets from a hydraulic wrench.<br />

SPACE RESTRICTIONS<br />

With the wide range <strong>of</strong> materials available<br />

<strong>and</strong> the flexible nature <strong>of</strong> their design,<br />

MJT’s have been used in many spacerestricted<br />

areas. Special MJT’s have<br />

been designed for applications where<br />

severe costs would have occurred if the<br />

traditional methods were employed. For<br />

example, several cases have occurred<br />

where an end user received a pressure<br />

vessel or heat exchanger where it was<br />

made incorrectly <strong>and</strong> the flange bolt<br />

circle was too tight to use a socket on the<br />

existing nuts. In a recent case, a refinery<br />

had rigging crews on site to install a new<br />

heat exchanger. The maintenance crew<br />

had to make a decision whether to call<br />

Fig. 10: Example <strong>of</strong> tighter stud spacing that is possible<br />

when using MJT’s.<br />

in an on-site machining crew or come up<br />

with an alternative. Due to the small O.D.<br />

requirements on the nuts, ‘turbine’ style<br />

MJT’s with a 1.5x thread diameter O.D.<br />

were fabricated <strong>and</strong> on-site in two days.<br />

This saved the company tens <strong>of</strong> thous<strong>and</strong>s<br />

<strong>of</strong> dollars in losses, as the rigging crews<br />

were able to keep working, not counting<br />

the savings in on-site machine costs.<br />

Some OEM’s are looking to decrease the<br />

overall size <strong>of</strong> their machinery housings<br />

because the stud to stud spacing can be<br />

tighter with MJT’s (Fig. 10).<br />

In some cases, fasteners are located inside<br />

or around a piece <strong>of</strong> equipment that is very<br />

difficult to access, especially with the large<br />

wrenches that are most commonly used.<br />

For instance, some <strong>of</strong> the frame bolting on<br />

reciprocating compressors is located inside<br />

the inspection door <strong>of</strong> the doghouse. The<br />

ease <strong>of</strong> using a h<strong>and</strong> torque wrench makes<br />

reaching these areas easy (Fig. 11).<br />

6


7<br />

Fig. 11: Superbolt ® MJT’s installed on a reciprocating<br />

compressor doghouse.<br />

EASE OF USE<br />

Since only h<strong>and</strong> tools are required <strong>and</strong><br />

since MJT’s tighten studs in pure tension,<br />

there are cost savings vs. other methods.<br />

For example, the piston end nut on<br />

reciprocating compressors generally<br />

requires clamping <strong>of</strong> the piston rod to<br />

torque <strong>and</strong> untorque the nut if work on<br />

the piston is required (Fig. 12a). This can<br />

severely damage the rod surface, which<br />

must slide through packing material that<br />

could also be damaged. In many cases,<br />

the nut has to be machined away to get the<br />

piston <strong>of</strong>f. In one extreme case, a liquid gas<br />

company had a remote plant site <strong>and</strong> every<br />

time they did piston work they loaded the<br />

Fig. 12a: Example <strong>of</strong> jig to hold rod while torquing<br />

piston end nut. Note this is a small unit.<br />

<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

whole piston <strong>and</strong> rod onto a truck <strong>and</strong><br />

shipped it to a facility to untorque <strong>and</strong><br />

retorque the nuts. By utilizing the <strong>Multi</strong>-<br />

Jackbolt concept, they were able to do the<br />

job on a workbench, saving shipping cost<br />

<strong>and</strong> valuable downtime (Fig. 12b).<br />

Another time saver is the ability to adjust<br />

the bolt prestress in a short time. For<br />

instance, extensiometers are commonly<br />

used to check bolt tension. In the instance<br />

where stud heating is the method, one<br />

must apply heat, let the unit cool, check<br />

the stretch <strong>and</strong> if the value is <strong>of</strong>f, the<br />

whole process must be repeated. With<br />

<strong>Multi</strong>-Jackbolt Tensioners one can dial in a<br />

new torque setting <strong>and</strong> bring up the value in<br />

a matter <strong>of</strong> minutes. As an example, it took<br />

one turbine manufacturer three days to bolt<br />

up a unit for hydro testing with stud heaters<br />

<strong>and</strong> checking with extensiometers. This<br />

was reduced to one day with MJT’s <strong>and</strong><br />

extensiometers.<br />

Large preloads are easily achievable<br />

with h<strong>and</strong> tools only <strong>and</strong> this is <strong>of</strong>ten a<br />

solution to big problems. For example,<br />

a large petrochemical producer was able<br />

to apply high loads to the anchorbolts<br />

on reciprocating compressors <strong>and</strong> in<br />

Fig. 12b: Example <strong>of</strong> larger piston end nut for gas<br />

compressor.


<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

this case was able to stop movement <strong>of</strong><br />

the compressor avoiding the need to<br />

regrout them. According to the end user,<br />

the estimated cost savings were in the<br />

hundreds <strong>of</strong> thous<strong>and</strong>s <strong>of</strong> dollars.<br />

Many bolting applications in the<br />

petrochemical industry wind up having<br />

the fasteners upside down on part <strong>of</strong> the<br />

equipment. It is very difficult work to lift<br />

heavy tools overhead <strong>and</strong> sometimes the<br />

work even has to be done while laying on<br />

ones back. Figure 13 shows a preheater<br />

being tightened with MJT’s with two men.<br />

Small, light air tools were used except for<br />

the final pass which requires a light h<strong>and</strong><br />

torque wrench. The job was performed<br />

in a tenth <strong>of</strong> the time <strong>and</strong> the workers<br />

were very happy to avoid the discomfort<br />

<strong>of</strong> using the old, heavy tools that were<br />

previously required.<br />

TIME SAVINGS<br />

A very common comment on <strong>Multi</strong>-<br />

Jackbolt Tensioners is that it must take<br />

a long time to torque up all <strong>of</strong> the<br />

Fig. 13: <strong>Multi</strong>-Jackbolt tensioners make bolting in<br />

awkward locations an easier task.<br />

FIG. 14<br />

Fig. 14: <strong>Multi</strong>-Jackbolt tensioners installed on multiple<br />

heat exchangers.<br />

jackbolts, but, in fact, MJT’s have reduced<br />

installation times compared to other<br />

bolting methods. As mentioned in a<br />

previous example, adjustments to the<br />

preload can be made quickly by dialing<br />

in a new torque value <strong>and</strong> torquing the<br />

jackbolts to the new value.<br />

The use <strong>of</strong> air tools also greatly speeds up<br />

the tightening process. Although special<br />

air tools can be purchased to apply a very<br />

accurate torque, it has been found that<br />

with proper guidelines, st<strong>and</strong>ard air impact<br />

tools can do the job without the higher<br />

expense. The st<strong>and</strong>ard procedure calls for<br />

the use <strong>of</strong> air tools to speed up the rounds<br />

<strong>of</strong> tightening <strong>and</strong> taking a final pass with a<br />

calibrated h<strong>and</strong> held torque wrench.<br />

Figure 14 shows a bank <strong>of</strong> heat<br />

exchangers in a refinery. The job required<br />

(96) 3-1/4” studs to be tensioned to 45,000<br />

psi bolt stress. This job previously took 3<br />

days to perform using the previous method<br />

<strong>of</strong> hydraulic wrenches. Using the <strong>Multi</strong>-<br />

Jackbolt system, the only special tooling<br />

required were low-cost in-line regulators<br />

combined with st<strong>and</strong>ard air impact tools. All<br />

8


9<br />

Fig. 15: <strong>Multi</strong>ple workers can be used to further speed<br />

up installation.<br />

four exchangers were bolted up in a total <strong>of</strong><br />

8 hours using two workers.<br />

On some flanges with concealed gaskets<br />

the speed <strong>of</strong> the system can be increased<br />

by selecting four or eight tensioners 180º<br />

apart to bring metal to metal contact <strong>of</strong> the<br />

flanges. The remaining tensioners therefore<br />

do not require additional passes just to<br />

create gasket crush. However, it should be<br />

noted that manufacturer procedures should<br />

not be superseded without consultation.<br />

Another major time savings can be<br />

accomplished by using multiple workers<br />

to tighten several MJT’s simultaneously.<br />

Since only h<strong>and</strong> tools are used, the tooling<br />

required is easily obtainable <strong>and</strong> economical,<br />

especially in emergency situations. Figure 15<br />

shows a job where (18) 6-3/16” tensioners<br />

were tensioned using four workers 90º apart<br />

from each other in a very restricted space.<br />

Extensiometers were used to check stud<br />

stretch <strong>and</strong>, including doing calculations<br />

<strong>and</strong> taking breaks, the entire procedure was<br />

performed in 2-1/2 hours. The previous<br />

method using a combination <strong>of</strong> fabricated<br />

components <strong>and</strong> hydraulic rams was<br />

estimated to have taken 150-200 man hours.<br />

<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

In a drastic example, for instance on a turbine<br />

casing, as many workers as can fit next to<br />

each other can be working on the unit.<br />

Other time factors that can be encountered<br />

are not that obvious at first glance. For<br />

instance, stud seizure into a blind hole such<br />

as in a turbine housing is a fairly common<br />

occurrence. It can sometimes take several<br />

shifts or even days to remove frozen studs<br />

that <strong>of</strong>ten have to be drilled or machined<br />

out on-site. Since MJT’s tighten a stud in<br />

pure tension, there is no galling or ripping<br />

<strong>of</strong> thread surfaces which can occur when<br />

applying a high torque to achieve stud<br />

tension. Therefore, once the jackbolts are<br />

unloaded in a MJT, the nut body can be<br />

removed leaving the stud as if it had been<br />

h<strong>and</strong> tight. The stud is then easily removed<br />

with nominal torque applied.<br />

In some instances time is saved because<br />

the preparation, such as with the piston rod<br />

example used earlier, is so time consuming<br />

(i.e. clamping the rod in a special jig <strong>and</strong><br />

rigging up special tools to apply a large<br />

turning force. Additionally, valuable crane<br />

time is not wasted on time consuming<br />

bolting.).<br />

RELIABILITY<br />

As some <strong>of</strong> the examples have indicated,<br />

the reliability <strong>of</strong> various equipment can<br />

be improved with the proper utilization<br />

<strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners. First <strong>and</strong><br />

foremost is the concept <strong>of</strong> preload<br />

versus working load, which is a widely<br />

misunderstood subject. In most bolted<br />

joints which have a through bolt (or stud),<br />

clamping two members together such as


<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

a flange connection, the preload (or clamping force) must exceed the working load (or<br />

separating force) for the joint to have integrity (See below).<br />

GENERAL BACKGROUND OF PRELOAD:<br />

Preload: although a fully detailed study into bolting principals is above the scope <strong>of</strong> this paper,<br />

some major points need to be discussed. The most important point is the concept <strong>of</strong> preload vs.<br />

working load on a bolted joint. Following is a commonly used example <strong>of</strong> how preload works:<br />

150 lb<br />

A) A fish scale is loaded<br />

with a weight <strong>of</strong> 150 lbs.<br />

The spring represents a<br />

bolt tightened to a tensile<br />

preload <strong>of</strong> 150 lbs.<br />

Preload: Preload <strong>and</strong> working load are<br />

not additive as <strong>of</strong>ten believed. If a bolt<br />

is preloaded to 100,000 lbs, it induces an<br />

equivalent clamping load <strong>of</strong> 100,000 lbs on<br />

the bolted members. Unless the working load<br />

or separating force on the joint approaches<br />

the preload, the bolt does not feel additional<br />

load. In other words, if the separating force<br />

<strong>of</strong> the machine or working load is 50,000 lbs,<br />

B) A block is forced into the<br />

indicated position <strong>and</strong> the<br />

weight is removed.<br />

100 lb<br />

C) A 100 lb. weight is applied to the<br />

system. The assembly now behaves<br />

like a bolt preloaded to 150 lbs <strong>and</strong><br />

an external load <strong>of</strong> 100 lbs. Adding<br />

the weight does not increase the tension<br />

in the spring (which represents<br />

the bolt). If the tension were greater<br />

than 150 lbs, the scale would read<br />

more than 150 lbs <strong>and</strong> the block<br />

would fall out.<br />

the bolt will not be loaded to 150,000 lbs<br />

but will still only have the initial preload <strong>of</strong><br />

100,000 lbs. However, when the working load<br />

exceeds the preload, the joint separates <strong>and</strong><br />

the full working load is carried by the bolt. It<br />

is this situation where the working load cycles<br />

against the heads <strong>of</strong> the bolts or on the faces<br />

<strong>of</strong> the nuts. This is when loosening <strong>and</strong> bolt<br />

breakage occurs.<br />

10


11<br />

IMPORTANCE OF PROPER<br />

PRELOAD<br />

High preloads are required in so many<br />

applications that it would be difficult to<br />

name them all, but a good example is the<br />

pressure vessel. With the institution <strong>of</strong><br />

ASME Sect 8 Div 3 pressure vessel code,<br />

extremely high pressures (over 10,000 psi<br />

system pressure) are allowed for reactors<br />

in various processes. This also means that<br />

the size <strong>of</strong> the reactors <strong>and</strong> the size <strong>of</strong><br />

the studs that seal them have dramatically<br />

increased in size. For instance, pressure<br />

vessels with 8” to 10” diameter studs<br />

are becoming more common. 50,000 psi<br />

stress in a 10” stud requires a preload <strong>of</strong><br />

3,700,000 lbs. It is almost impossible to<br />

torque a hex nut to this load. There are very<br />

few methods that can achieve high stud<br />

stress in large diameter studs without the<br />

time, safety, <strong>and</strong> economic consequences<br />

described earlier. MJT’s can be used in all<br />

pressure vessel codes <strong>and</strong> conform to ASME<br />

<strong>and</strong> ASTM design <strong>and</strong> material requirements.<br />

VIBRATION ISSUES<br />

If proper preload is applied above the working<br />

load, the fasteners will not vibrate loose. Many<br />

“B<strong>and</strong>-Aid” methods have been tried to stop<br />

fasteners from vibrating loose on vibrating<br />

<strong>and</strong> rotating equipment, such as double<br />

nutting, welding a fastener in place, locking<br />

adhesives, locking with cotter pins, <strong>and</strong> many<br />

more. This is fine when the fastener does not<br />

carry much load, but the trouble with this<br />

approach is that the main bolt/stud can still<br />

be going through full loading cycles. Even if<br />

the nuts on the ends do not come loose, stud/<br />

bolt breakage can occur due to the fatigue<br />

<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

cycles felt by the main tension member.<br />

A good example <strong>of</strong> this was on 4”<br />

reciprocating compressor rod piston end nuts<br />

being used in a large pumping station. The<br />

maintenance procedure was to use a chisel<br />

<strong>and</strong> a hammer to turn against the slots on the<br />

top <strong>of</strong> the nut. The piston nut <strong>and</strong> the rod<br />

were then drilled <strong>and</strong> tapped <strong>and</strong> fitted with a<br />

locking set screw. The customer experienced<br />

loosening <strong>of</strong> the locking screw, which would<br />

dislodge <strong>and</strong> run in the compressor until the<br />

rattle was noticed. Several rod failures also<br />

occurred due to the fatigue exposure when<br />

the nut backed <strong>of</strong>f. After discussing the<br />

situation it was explained that the customer<br />

was only applying roughly 500 ft•lb to the<br />

nut. This translated to only 8,500 lb <strong>of</strong> preload,<br />

which was significantly under the separating<br />

force <strong>of</strong> the rod load. To achieve the necessary<br />

rod stress <strong>of</strong> 25,000 psi (289,250 lb), a torque<br />

<strong>of</strong> 17,000 ft•lb would need to be applied to<br />

the st<strong>and</strong>ard nut. Using the MJT system, the<br />

user was able to achieve the required rod<br />

stress with only 175 ft•lb on each jackbolt.<br />

Due to past practices the end user wanted<br />

to install the locking set screw but was later<br />

convinced that the preload would hold the<br />

system tight. Fifty MJT style Piston end nuts<br />

<strong>of</strong> various sizes have been retr<strong>of</strong>itted with<br />

this user over a seven year period with no<br />

loosening <strong>of</strong> the pistons or nuts.<br />

Many bolted joints in reciprocating machinery<br />

are subject to fatigue failures. The constant<br />

reversal <strong>of</strong> stresses from tension to<br />

compression weakens the metal structures,<br />

which leads to cracks <strong>and</strong> eventually<br />

breakage. The time to failure depends<br />

on the metal used <strong>and</strong> its treatment, the<br />

design <strong>of</strong> the structure (stress risers), the<br />

size <strong>of</strong> stress reversals, <strong>and</strong> the number<br />

<strong>of</strong> cycles. The amount <strong>of</strong> stress reversals


<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

is more important than the level <strong>of</strong> stress<br />

at which the reversals occur. For example,<br />

fatigue occurs more <strong>of</strong>ten if the reversals<br />

are between 0 <strong>and</strong> 30,000 psi than if they<br />

are between 40,000 <strong>and</strong> 45,000 psi. In most<br />

joints, the amount <strong>of</strong> stress reversal can<br />

be substantially reduced, if not eliminated,<br />

by preloading the joint to a level where the<br />

bolt does not “see” the load change. This is<br />

shown in Fig 16.<br />

Fig. 16: Chart showing joint fatigue life.<br />

TIGHTENING STUDS IN PURE<br />

TENSION<br />

MJT’s tighten studs/bolts in pure tension<br />

created by the axial thrusting <strong>of</strong> the<br />

jackbolts on the nut body. As mentioned,<br />

this prevents thread galling “picking up <strong>of</strong><br />

material” on the surfaces <strong>of</strong> the threads<br />

that can eliminate the need to drill/<br />

machine out frozen studs. Aside from this,<br />

tightening in tension eliminates galling<br />

<strong>of</strong> the spot faces or machined faces <strong>of</strong><br />

the equipment where a nut usually slides<br />

under load. It also eliminates situations<br />

such as where a hex nut is not machined<br />

perfectly perpendicular to the main thread,<br />

which can cause the nut to dig in to the<br />

bearing surface. This can add a large<br />

friction that will affect tension output due<br />

to torque. Up to 5º stud misalignment can<br />

be compensated on applications such as<br />

anchorbolts, which can be slightly <strong>of</strong>f line.<br />

Tightening in tension can also be helpful<br />

when it is critical not to have a turning<br />

moment due to tightening a st<strong>and</strong>ard nut.<br />

There have been instances where<br />

great time <strong>and</strong> expense have been<br />

spent laser aligning a machine only<br />

to throw it out when banging on<br />

the st<strong>and</strong>ard nuts that anchor the<br />

machine down. Also, there are<br />

applications such as on the ends <strong>of</strong><br />

shafts where it is difficult to hold<br />

the shaft steady while torquing the<br />

nut on the end. Tightening in pure<br />

tension eliminates these kind <strong>of</strong><br />

scenarios.<br />

Tightening in tension also eliminates<br />

unwanted torsion in the bolt or stud<br />

that can create crack starters, weakening<br />

the fatigue capacity <strong>of</strong> the bolt. Fatigue<br />

breakage causes unwanted <strong>and</strong> expensive<br />

downtime not to mention the cost <strong>of</strong><br />

expensive studs.<br />

EVEN TENSION AROUND THE<br />

FLANGE<br />

MJT’s are very repeatable with regard<br />

to bolt load (+-10% error or 5% with<br />

calibration). Commonly available bolting<br />

manuals have stated that st<strong>and</strong>ard nuts/<br />

bolts have a 30-40% error in preload<br />

even with a very accurate torque wrench<br />

(+- 3%). Bolting organizations have been<br />

12


13<br />

investigating how many variables affect<br />

preload. There are dozens that mainly<br />

influence the friction factor, such as surface<br />

condition, materials, <strong>and</strong> lubricants... etc.<br />

The scope <strong>of</strong> this subject is beyond this<br />

paper but more information is available<br />

if desired. (Some studies have shown<br />

flange bolts from 0-200% tight due to<br />

multiplication <strong>of</strong> the error from multiple<br />

passes with a wrench.) Other methods<br />

also are prone to error <strong>and</strong> loss <strong>of</strong> preload<br />

when applying shrinkage methods such<br />

as thermal tightening <strong>and</strong> hydraulic<br />

tensioning.<br />

Even tension from bolt to bolt is especially<br />

important when sealing up a gasketed<br />

flange or pressure vessel joint. This helps<br />

eliminate leakage problems associated<br />

with one end <strong>of</strong> a flange having low load<br />

comparatively by creating even pressure<br />

around the flange interface.<br />

ELASTICITY<br />

It is desirable for most bolting systems<br />

to have as much elasticity as possible.<br />

This is also true for high temperature<br />

bolting. Due to creep, joints become<br />

loose after prolonged service <strong>and</strong> start<br />

to leak. Repeated cooling <strong>and</strong> reheating<br />

<strong>of</strong> the system <strong>of</strong>ten aggravates this. Tests<br />

show that turbine-type MJT’s will add<br />

the approximate equivalent <strong>of</strong> four stud<br />

diameters to the elasticity <strong>of</strong> bolting<br />

systems; this is an increase <strong>of</strong> 50-100%<br />

in elasticity for an average bolting system.<br />

Since creep continues at a uniform rate at<br />

a given temperature, this extra elasticity<br />

can significantly prolong the service life <strong>of</strong><br />

high temperature joints.<br />

<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

ELASTICITY OF MJT’S IN<br />

GASKETED JOINTS<br />

In conventional gasketed joints, a gasket<br />

is placed between the raised faces <strong>of</strong> two<br />

flanges <strong>and</strong> then clamped by a number<br />

<strong>of</strong> bolts. The clamping forces have to<br />

be sufficient to resist the blowout <strong>of</strong> the<br />

gasket by the pressure acting on the flange.<br />

The gasket is more or less compressed by<br />

the clamping forces <strong>and</strong> will stabilize at a<br />

certain thickness. If conditions in the joint<br />

remained stable, the joint would probably<br />

last forever.<br />

In an actual working joint, however,<br />

conditions are not stable. The gasket can<br />

be attacked by its environment <strong>and</strong> shrink<br />

or exp<strong>and</strong>. Internal pressures can fluctuate,<br />

changing load conditions on the gasket<br />

<strong>and</strong> thus fatiguing it. Heat can act on<br />

the gasket in several ways. It can change<br />

the chemical state <strong>of</strong> the gasket, it can<br />

change the gasket’s elasticity <strong>and</strong> strength,<br />

<strong>and</strong> it can cause the load on the gasket<br />

to fluctuate due to thermal expansions<br />

<strong>and</strong> contractions <strong>of</strong> the various joint<br />

components. If during the operation <strong>of</strong> a<br />

gasketed joint the gasket gets thinner for<br />

any <strong>of</strong> these reasons, the joint may lose its<br />

integrity, <strong>and</strong> the gasket may blow out from<br />

the pressure acting on the joint.<br />

Whether a gasketed joint loses its integrity<br />

or not depends partly on the gasket<br />

material, but the bolting system employed<br />

is just as important to the integrity <strong>of</strong> the<br />

joint. For example, a gasket may be 0.0625<br />

inches thick when new, but after tightening,<br />

it may be compressed to 0.050 inches.<br />

While the gasket is being compressed by


<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

0.0125 in., the bolts will be stretched. The<br />

elongation <strong>of</strong> the bolt depends on its<br />

original length <strong>and</strong> the stress in the bolt<br />

after tightening.<br />

Example 1: If the grip length <strong>of</strong> a bolt is<br />

4 in <strong>and</strong> the bolt is tightened to a stress<br />

<strong>of</strong> 45,000 psi as shown in Fig. 17, it will<br />

stretch 0.006 in. Now assume that the<br />

gasket only shrinks 0.003 in. The remaining<br />

elongation in the bolt will only be 0.003”,<br />

which means that the stress in the bolt<br />

will be only 22,500 psi. The joint has lost<br />

50% <strong>of</strong> its tension. What we have in this<br />

example is a stubby rigid bolting system.<br />

Example 2: If a bolt is three times as long<br />

as the one in Example 1, it will be 12” long<br />

initially. The elongation = 3 x 0.006 (which<br />

is 0.018) at 45,000 psi stress as shown in<br />

Fig 18. If the gasket now shrinks the same<br />

0.003” as in Example 1, the remaining<br />

elongation in the bolt is still 0.015”. The<br />

stress in the bolt is still 37,500 psi, <strong>and</strong> the<br />

joint has lost only 16.7% <strong>of</strong> its original<br />

tension. This is an example <strong>of</strong> a relatively<br />

elastic bolting system.<br />

Tests have shown that nut-type MJT’s<br />

can add elasticity to an average bolting<br />

system. St<strong>and</strong>ard nut-type MJT’s will add<br />

as much as 4 to 12 diameter equivalents<br />

to the elasticity <strong>of</strong> bolting systems. If one<br />

considers that the average clamping length<br />

<strong>of</strong> a bolt is around four diameters, it can<br />

be concluded that nut-type MJT’s will triple<br />

or quadruple the elasticity <strong>of</strong> the average<br />

bolting system. It is rather easy to establish<br />

the relative elasticity in an MJT bolting<br />

system. The procedure is illustrated in Fig<br />

19.<br />

STRESS RELIEF THROUGH<br />

MJT’s<br />

The interaction <strong>of</strong> the jackbolt force <strong>and</strong><br />

the opposing force <strong>of</strong> the main bolt creates<br />

a bending moment. Since the bending<br />

moment is created in a circular manner, the<br />

resulting stress in nut-type MJT’s is a hoop<br />

stress. The hoop stress causes an increase<br />

<strong>of</strong> the tensioner diameter at the bottom<br />

<strong>and</strong> a decrease <strong>of</strong> the diameter at the top<br />

as shown in Figure 20.<br />

Fig. 17: Application example 1. Fig. 18: Application example 2 - a more elastic system.<br />

14


15<br />

It is well known that most bolts fail at<br />

the bottom <strong>of</strong> the nut in the first two<br />

or three threads because <strong>of</strong> the stress<br />

concentrations that occur in that region <strong>of</strong><br />

a rigid nut. Tests have shown that the flex<br />

action <strong>of</strong> a nut-type MJT can sufficiently<br />

Fig. 19: The elasticity <strong>of</strong> an MJT can be<br />

established by measuring the bolt elongation<br />

after loading. This indicates the actual tension<br />

in the bolt. Measuring the gap between the nut<br />

body <strong>and</strong> the hardened washer measures the<br />

elasticity <strong>of</strong> the bolt plus the nut body. There is<br />

more elasticity in the pintle <strong>of</strong> the jackbolts. The<br />

elasticity in the pintle cannot be measured, but it<br />

can be calculated using Hooke’s Law.<br />

(a)<br />

<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

relieve the concentration <strong>of</strong> stresses to<br />

increase the static bearing capacity <strong>of</strong> high<br />

strength bolts by as much as 15%. (Low<br />

strength, ductile type bolts are not much<br />

affected by the stress-relieving action <strong>of</strong><br />

MJT’s). MJT’s also increase the fatigue<br />

resistance <strong>of</strong> dynamically stressed bolts,<br />

but it is difficult to put a numerical value to<br />

that. The amount <strong>of</strong> stress relief depends<br />

primarily on the detail design <strong>of</strong> the MJT.<br />

Basically it can be stated that the higher<br />

the hoop stress in the MJT, the more stress<br />

relief one can expect. Most MJT’s are<br />

designed to have hoop stress equal to twothirds<br />

to three-fourths <strong>of</strong> the main bolt<br />

stress. This ensures that the bolt will always<br />

fail before the MJT does; it also establishes<br />

hoop stresses large enough to substantially<br />

relieve stress concentrations in the critical<br />

bolt thread areas.<br />

The stress relieving action <strong>of</strong> nut-type<br />

MJT’s is simulated in a flexible flange<br />

nut as shown in Fig 21. The flanged nut<br />

(or Flexnut) bears on the outside <strong>of</strong> the<br />

flange, thus creating the desired bending<br />

Fig. 20: Schematic <strong>of</strong> stress-relieving action by torquing a nut-type MJT. (a) Before torquing; (b) after torquing.<br />

Flexing as shown is highly exaggerated.<br />

(b)


<strong>Cost</strong> <strong>Justification</strong> <strong>and</strong> <strong>Reliability</strong> <strong>Benefits</strong> <strong>of</strong> <strong>Multi</strong>-Jackbolt Tensioners<br />

moment. Flexnuts are used<br />

extensively in combination<br />

with bolt-type MJT’s.<br />

However, they are not<br />

very suitable for replacing<br />

st<strong>and</strong>ard hex nuts because<br />

they require excessive<br />

torque if tightened directly.<br />

Flexnuts are designed to<br />

flex out at the bottom <strong>and</strong><br />

flex in toward the top.<br />

This distributes the bolt<br />

along more threads, adds<br />

elasticity, <strong>and</strong> prevents stress<br />

concentrations in the first few threads.<br />

CONCLUSION<br />

<strong>Multi</strong>-jackbolt tensioners <strong>of</strong>fer the benefits<br />

<strong>of</strong> properly loading studs <strong>and</strong> bolts with<br />

the use <strong>of</strong> small h<strong>and</strong> <strong>and</strong> air tools. <strong>Cost</strong><br />

justification is accomplished on many<br />

levels; the most significant <strong>of</strong> which is<br />

related to reducing expensive downtime.<br />

The speed <strong>of</strong> applying the system along<br />

with the reliability <strong>and</strong> fatigue resistance<br />

gets equipment on line faster <strong>and</strong> keeps it<br />

together once it is installed.<br />

In most cases, the system is more<br />

economical than other bolting methods<br />

to purchase <strong>and</strong> it provides a means for<br />

personnel to do their job safely. <strong>Reliability</strong><br />

is enhanced with the added elasticity <strong>and</strong><br />

the uniform preload capabilities. Safety,<br />

economic <strong>and</strong> environmental concerns<br />

created by leakage problems are eliminated.<br />

Fig. 21: Schematic <strong>of</strong> stress-relieving action <strong>of</strong> flanged nuts in<br />

combination with bolt-type MJT’s.<br />

About the author: Allan Steinbock is Vice<br />

President <strong>of</strong> Superbolt ® , Inc. <strong>and</strong> has been with<br />

the company since 1984. He has a Bachelor <strong>of</strong><br />

Science Degree in Mechanical Engineering from<br />

the University <strong>of</strong> Pittsburgh <strong>and</strong> is a member <strong>of</strong><br />

SME <strong>and</strong> other industry specific organizations.<br />

Allan has consulted on thous<strong>and</strong>s <strong>of</strong> bolting<br />

projects <strong>and</strong> has designed products for a broad<br />

range <strong>of</strong> industries.<br />

16

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