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Optimum thread angle?

01/27/2008 3:36 AM

Is there an optimum thread angle which provides the maximum locking power, regardless of materials used and regardless of whatever bolt or stud size is used? I'm reasoning that if there is indeed an optimum locking angle then it will be the same angle for whatever the diameter a thread is and whatever the material is. But seeing that different angles are used in different applications, then I wonder if this is true? (I've seen this posting which seemed to ask a similar question http://cr4.globalspec.com/thread/15250 but I don't think I saw an answer to my particular question there.) For instance, I notice that coarser threads are used when a steel stud is entering aluminum and finer threads are used when the threads are steel to steel but I assume that the coarser thread is used when steel is entering aluminum because coarser threads provide beefier thread ridges and thus they help to prevent stripping out of the weaker aluminum. But disregarding the strength of the materials, is there one angle that would give the max lock for all bolt or stud sizes and for all materials? I'm thinking it would be the lowest angle possible, ie, as near to 0 degree as possible, but would that also make it harder to tighten and to loosen? Is the assumption regarding the lowest angle being the best locking angle wrong? Please disregard the difficulty of using fine threads on large bolt and stud sizes as this is not relevant to my enquiry. I have no particular use in mind and this is not homework, I'm only asking out of curiousity and I can't do equations.

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#1

Re: Optimum thread angle?

01/27/2008 4:05 AM

Hey... well written Q.
It is so well written that I think you have actually accurately answered your own question!

The Angle of the thread form and the angle at which it spirals up the shaft are of course two different things. The more threads per inch... e.g the pitch of the thread would give better locking, as if you have say just two tpi it would just slip off like a Bendix on an old starter motor. But obviously infinite tpi is impossible and would take an age to do up a nut , also the threads would be ridiculously fine, which then brings in your point about stripping threads in Aluminium.

My guess is, the various forms and pitches for different diameters and materials is a balance which was discovered empirically and than formalised over the years into the various standards we have today.

The angles and forms they use in lead screws and ball screws may be of interest?

Just realised I'm waffling...maybe you'd better wait to hear from one of the mech' eng' guys who actually know what they are talking about .

<slinks off monitor left, to hide in secret cat nest>

Del

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#2
In reply to #1

Re: Optimum thread angle?

01/27/2008 1:37 PM

You are right.

The ratio P/d2 giving in fact the thread helix angle (P=pitch & d2= mean diameter) depends on the friction which occurs between the 2 parts and the thread flank angle.

There is NO optimal angle there is only a limit for self-locking or not as it was explained in the thread about this subject. Unfortunately the person who asked the question did not understand the physics of bot tightening.

As long as the helix angle is under this limit the thread will be self-locking. In fact you can find different materials with same or almost same friction level and on the contrary for same pair the nature of the surfaces (lubricants, treatment, a.s.o.) will modify the limit.

Standard threads take into consideration usual friction values mainly for steels.

It is not possible to totally avoid unlocking in use only by choice of the pitch this is the reason there' are so many solutions to keep an assembly tight and which not always perform as the supplier claims since the conditions are different from the ones he tested his solution for.

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#17
In reply to #1

Re: Optimum thread angle?

02/01/2008 11:11 AM

The adage a rose by any other name is not fitting (: when referring to thread strength fastening aluminium to steel. With the many grades of aluminium available several which have tensile equal to steel the inference of coarse threads used in aluminium to prevent stripping is not because the coarse thread ridges are taller. It is actually due a misunderstanding of torque values relative to increased thread clearance required for application of steel/aluminum thread interference.

Realizing too little clearance results in too much interference itself resulting transfer/adhesion of aluminium thread form material to the steel thread form called marring. The marring is the initial event and when additional torque is applied to the bolt stripping begins, some call it locked but it is weak. Upon removal of the bolt most aluminium thread material will be attached hence a hole stripped of threads.

The fine thread range generally referred to as (SAE) when using correct torque values and thread form clearance result in greater thread form interference area and a stronger fastening than possible of coarse thread.

Anti-seize compound are necessary and torque value adjusted but should be used with caution as ingredients of some compounds can dissolve aluminium same is true for a few tapping lubes.

I had been using steel as heads/caps for 2.500"-17" tie-rod actuators then switched to aluminium for increased production and tool life. The tie-rods were hardened to grade 8 as were the nuts but the tie-rod was threaded SAE into the aluminium head. the fail rate is less than 2% per 1000 actuators.

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#3

Re: Optimum thread angle?

01/28/2008 9:08 AM

I agree that you seemed to have answered your own question here, as you understand that lower flank angles = more contact area = more friction. The physical strength needs will dictate the size/pitch/material of the fasteners.

I wish all questions/topics presented in this forum were done with the thoroughness of your post.

Regards,

Ing. Robert Forbus

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#4
In reply to #3

Re: Optimum thread angle?

01/28/2008 9:36 AM

You are partly right:

in fact friction does not depend on the contact area within some limits of course. From the other point of view as you surely know the contact pressure distribution is not uniform on the threads so that an increase of the number of threads does not lead to a better distribution or to a sensible lower pressure on first thread, the most loaded one.

The flank angle reduction has as effect the reduction of the component which tries to unscrew the bolt after tightening and thus increase the "self-locking" safety. It also increase the same safety by decrease of the friction limit of self-locking.

In general it is better to use coarse threads for strength and fine threads for less loaded assemblies. The fine threads have several draw backs among them the higher flank specific loads which increase the galling tendency at assembly or request for lower rpm in order to avoid local exaggerated heating.

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#5

Re: Optimum thread angle?

01/28/2008 10:11 AM

Hi

For special bolt applications the us bolt tensioners on which the pull on the bolt to the required load, screw the nut down by hand (and hand tight) and release the tension.

Even if we use Torque Wrench you don't have the exact load, it is friction depended

The materials are important, (this is quite away of the topic) if you look for self tapping plastic screws (metal screws to be used in die cast plastic parts) they have a very shallow tread teat, a very coarse tread not only to allow the flow of the material, but also to even out the different max load for the materials

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#6

Re: Optimum thread angle?

01/28/2008 10:51 AM

You may want to look at http://www.spiralock.com/ they have a unique thread that has a ramp. Look under the technology section.

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#7
In reply to #6

Re: Optimum thread angle?

01/28/2008 2:35 PM

This answers the question most succinctly. Good find.

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#8

Re: Optimum thread angle?

01/28/2008 2:51 PM

While I echo the thoroughness of the theoretical discussions, there are a few missing points. First, can you actually machine according to the required "ideal" parameters? By machine I mean form threads in the "rod" and also make the required corresponding threads in the nut. Tossing another screw into the works, implementing another thread series would be tough. The ideal fasteners would have be to clearly differentiated to prevent misuse with so-called standard hardware. I had one old bicycle that exemplfied the nightmare with metric, American inch, and Whitworth threading. While I only needed two sets of wrenches (US and Metric) the seat post bolt had Whitworth thread. CR4 is good for this type of discussion, but somewhere, reality and practically have to creep in.

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#9

Re: Optimum thread angle?

01/28/2008 3:04 PM

As others have said or implied, there is no "optimum thread angle which provides the maximum locking power, regardless of materials used and regardless of whatever bolt or stud size is used."

The reason may not have been made quite clear, which is why I am writing now.

The thread angle (and to be sure, we are talking about the lead angle of the spiral to the plane which is normal to the axis of the shaft or hole which bears the thread) works exactly the same as the angle of an inclined plane, only in a rotational motion rather than a linear one. The steeper the angle, the smaller is the component of the axial force (like gravity) which is applied normal to the surface as friction and the greater is the force which will cause translational or rotational motion. Conversely, if rotational motion (torque) is applied to the screw, the steeper the angle, greater will be the axial force and lesser will be the frictional force. And it should be said also that this angle is independent of the diameter, provided that an appropriate pitch is used. More on that below.*

However, it is friction which allows a screw to be self-locking, for penetration into materials that resist penetration, to hold against gravity or vibration, to prevent "back-drive" due to opposing forces (springs, gravity, thermal cycling, etc.) that could cause linear displacement when the driving force is released.

Whenever you try to optimize this lead angle for maximum locking power, you must take into account all of the other factors which contribute to friction, including the thread form, materials, fit, as well as pitch and diameter (the combination of which produces the lead angle*), and weigh that against the desired efficiency of the screw. What you really want is minimum locking power, otherwise your screw becomes unusable very quickly. Locked is locked, unless the environment changes or other factors come into play, such as the addition of lubrication, or change in loading, etc. As you look at different applications, you see different goals.

Usually the result is some compromise, finding the largest angle (for greater efficiency) at which, under normal circumstances, motion will not occur when driving power is removed. Any angle less than that to increase "locking power" must be considered either overkill and a decrease in turning efficiency, or a desire for higher safety factors.

~~~~~~~~~~

*In discussing pitch of the thread, you must be sure if it is stated in Threads per Inch (TPI) which is usual for ANSI/UN-Thread Series (UNF, UNC, etc.) or in distance between threads (p), which is usual for metric threads. For example, metric M10x1.5 is a 10mm dia. thread with 1.5mm between threads (p). However, 1/4-20 (UNC) has a pitch of 20 TPI. Convert TPI to distance simply by inverting, i.e. Pitch(p) in Inches per thread = 1/TPI. The lead angle, Ø, then is simple geometry, rolling a triangle around a diameter so that: tan Ø = Y/X, where Y=axial displacement or pitch (p), and X= rotational displacement or circumference (c). And, since c= ∏ x d, then:

Ø = arc-tan [p / (∏ d)]

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#12
In reply to #9

Re: Optimum thread angle?

01/30/2008 12:56 PM

"Conversely, if rotational motion (torque) is applied to the screw, the steeper the angle, greater will be the axial force and lesser will be the frictional force."

Torque leads to a tangential force acting on the thread flank. The steeper the helix angle (α = atan(P/(∏*d2) with d2 as mean diameter of the thread) is the bigger the normal force on the flanks and since this is one generating friction the higher the friction. Considering an extreme situation when the flank is parallel to the thread axis (α = ∏/2): there is no axial component since the tangential force is normal to the flank. I consider the same angle as mentioned in your text before : the angle of the thread helix.

If one considers the axial force as the entry vector the situation is the opposite.

This means that your assumptions are totally contrary to the actual situation.

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#10

Re: Optimum thread angle?

01/29/2008 4:48 PM

Thank you all very much for your comments and insights which have given me a better understanding of the subject. I appreciate your help.

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#11

Re: Optimum thread angle?

01/30/2008 11:36 AM
The most common screw thread form is the one with a symmetrical V-Profile. The included angle is 60 degrees. This form is prevalent in the Unified Screw Thread (UN, UNC, UNF, UNRC, UNRF) form as well as the ISO/Metric thread.

The advantage of symmetrical threads is that they are easier to manufacture and inspect compared to non-symmetrical threads. These are typically used in general purpose fasteners.

Other symmetrical threads are the Whitworth, and the Acme. The Acme thread form has a stronger thread which allows for use in translational applications such as those involving moving heavy machine loads as found on machine tools. Previously square threads with parallel sides were used for the same applications. The square thread form, while strong, is harder to manufacture. It also cannot be compensated for wear unlike an Acme thread.

Basic Size is the nominal size to which the tolerance is applied to determine the maximum and minimum material size.

Allowance is the difference between the design (maximum material condition, MMC)size and the basic size. See Unified Standard Series.

Thread Classes: The different thread classes have differing amounts of tolerance and allowance. Classes 1A, 2A, 3A apply t external threads; Classes 1B, 2B, 3B apply to internal threads. See Unified Standard Series.

Classes 2A and 2B The maximum diameter of uncoated (unplated) class 2A, (external) thread are less than the basic by the amount of allowance. When a coating is intended, the max diameter of class 2A may be exceeded by the amount of allowance. For an internal thread, the minimum diameters are basic whether or not coated (plated)--no allowance is available at the maximum metal limits. See Unified Standard Series.

Classes 3A and 3B are used for closer tolerances than those available from classes 2A and 2B. The maximum diameters of Class 3A (external) threads and the minimum diameters of Class 3B (internal) threads are basic, whether coated (plated) or not--thus no allowance or clearance is available for assembly of components at maximum material condition. See Unified Standard Series.

Classes 1A and 1B are the replacement threads for American National Class 1. They are intended for special applications involving replacement parts, for quick and easy assembly even when the threads are slightly damaged or dirty. See Unified Standard Series.

Coating (or plating) of threads The external threads should not be greater than basic size after plating, and the internal threads should not be less than basic size after plating. For electro-plated parts, Class 2A allowance is sufficient for the plating build-up. After plating the external threads should pass a basic Class 3A GO gage and a Class 2A NO-GO gage. Class 3A does not include an allowance--the class 2A allowance may be used as long as it is adequate for the plating thickness considered. Since only Class 2A external threads have an explicit allowance for coating, other classes both internal and external should have the size limits adjusted to allow for the desired coating thicknesses.

courtesy of efunda

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#13

Re: Optimum thread angle?

01/30/2008 2:45 PM

The answer you seek 60°, the angle doesn't change unlike the # of threads per/inch, depth, clearance and other conditions of thread classification.

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#14
In reply to #13

Re: Optimum thread angle?

01/30/2008 3:36 PM

have you read the question? you sure?

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#15
In reply to #14

Re: Optimum thread angle?

01/30/2008 4:44 PM

Absolutely, thread angle is the angle of the "V" or the thread form itself. "V" thread is in my experience the best most powerful locking thread form. The "V" is 60° regardless of class, fine or coarse, dissimilar materials no matter the "V" thread form is 60° period.

http://www.efunda.com/designstandards/screws/screws_intro.cfm

Has good depiction of thread form and search able data base worth your time.

But I prefer the Machinist's Handbook and especially the abbreviated version.

What do you think...

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#16

Re: Optimum thread angle?

01/31/2008 10:12 PM

Max locking power that does not eliminate thread integrity is found at www.unionbutterfield.com/tech/taps/locking.asp

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