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  • 8/18/2019 Mackerle - Finite Element Analysis of Fastening and Joining

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    Review

    Finite element analysis of fastening and joining:A bibliography (1990–2002)

    Jaroslav Mackerle*

     Department of Mechanical Engineering, Linkö  ping Institute of Technology, S-581 83 Linkö  ping, Sweden

    Received 30 January 2003; revised 28 February 2003; accepted 28 February 2003

    Abstract

    The paper gives a bibliographical review of finite element methods applied for the analysis of fastening and joining from the theoretical as

    well as practical points of view. The bibliography at the end of the paper contains 726 references to papers and conference proceedings on the

    subject that were published between 1990 and 2002. These are classified in the following categories: pin joints; thread connections; bolted

     joints, screws, nuts; rivets; fittings; tubular joints; expansion joints; gaskets; and other types of fastening.

    q 2003 Elsevier Science Ltd. All rights reserved.

    Keywords:  Finite element; Bibliography; Fasteners; Joints

    1. Introduction

    The output of scientific papers in general is fast growing

    and professionals are no longer able to be fully up-to-datewith all the relevant information. The increasing specializ-

    ation in various engineering fields has resulted in the

    proliferation of subject-oriented journals and conference

    proceedings directed to specialist audiences. The research-

    ers have more channels for communicating the results of 

    their research at their disposal, but on the other hand finding

    the necessary information may be a time-consuming and

    uneasy process. Another question is whether researchers/ 

    scientists are willing to spend time looking for information.

    It has been pointed out that in engineering, informal

    knowledge channels are the most frequently used means

    of obtaining information.In the last almost four decades the finite element method

    (FEM) has become the prevalent technique used for

    analyzing physical phenomena in the field of structural,

    solid, and fluid mechanics as well as for the solution of field

    problems.

    Fastening and joining are defined as an act of bringing

    together, connecting or uniting to becoming one or a unit.

    There are many types of fasteners such as bolts and nuts,

    adhesive bonds, welds, etc. This paper concentrates mainly

    on mechanical fasteners. Mechanical fasteners are used in

    assemblies for their strength, reusability and appearance.

    Readers interested in welding are referred to Refs. [1,2] and

    in bonding to Refs. [3,4].The bibliography is divided into the following parts and

    concerns:

    †   Pin joints;

    †   Thread connections;

    †  Bolted joints, screws, nuts;

    †   Rivets;

    †   Fittings;

    †   Tubular joints;

    †   Expansion joints;

    †   Gaskets;

      Other types of fastening

    The bibliography is organized into two main parts. In the

    first, each topic is handled and current trends in modelling

    techniques are mentioned, usually as the keywords. The

    second part, Appendix A, contains a list of papers published

    in the open literature in the period of 1990–2002 on subjects

    listed above. References have been retrieved from the

    author’s database, MAKEBASE. Also the INSPEC and

    COMPENDEX databases have been checked. Hopefully,

    this bibliography will save time for readers looking for

    information on finite element analyses of mechanical

    fastening and joining. Readers interested in the finite

    0308-0161/03/$ - see front matter q 2003 Elsevier Science Ltd. All rights reserved.

    doi:10.1016/S0308-0161(03)00030-9

    International Journal of Pressure Vessels and Piping 80 (2003) 253–271

    www.elsevier.com/locate/ijpvp

    *   Tel.: þ46-13-281111; fax: þ46-13-282717.

    E-mail address:  [email protected] (J. Mackerle).

    http://www.elsevier.com/locate/ijpvphttp://www.elsevier.com/locate/ijpvp

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    element literature in general are referred to the author’s

    Internet Finite Element Books Bibliography (http://www.

    solid.ikp.liu.se/fe/index.html) where approximately 500

    book titles are listed and completed with bibliographical

    data and abstracts. Other author’s bibliographies in

    connection with the analysis of pressure vessels and piping,

    where FEMs are applied, can be found in Refs.  [5–7].

    2. Finite element analysis of fastening and joining

    2.1. Pin joints

    Pin joints represent either 3D double shear or 2D single

    shear joints that are applied in many engineering structures

    from the skeletal frameworks to the outer skin of aircraft,

    automobiles, buildings, pressure vessels, etc. The stresses

    and slips in the vicinity of contact regions determine the

    static strength, plasticity, frictional damping and vibration

    levels, and affect the structural performance as, for example,

    the fatigue life, earthquake resistance [8]. The FEM makes it

    possible to analyse/simulate the more realistic pin connec-

    tions, not only a single pinned joint as is possible by using

    analytical, closed-form methods. The effect of various

    parameters (dimension, geometry, material, friction) on the

    contact area, contact pressure and tangential stress distri-

    bution can also be studied.

    The use of composite materials to strengthen engineering

    structures has received considerable attention in recent

    years. Mechanical joining is easier and more economical

    than, for example, adhesive bonding but it is necessary to

    drill holes resulting in large stress concentrations. Somepapers listed in Appendix A deal with stress and failure

    predictions in mechanically fastened joints in composite

    laminates. Applied finite element models can take into

    account the contact interface, large deformations, nonlinear

    shear stress–strain, progressive damage and other factors. A

    review of analytical and numerical methods applied in

    mechanically fastened joints in fiber reinforced plastics is in

    Ref. [9].

    Topics included . 2D and 3D static and dynamic analysis

    of single- and multi-pin joints; deformation, stress and

    failure analysis; thermomechanical analysis; buckling

    analysis; strength analysis; determination of load distri-

    bution; effects of material nonlinearity; effect of tempera-

    ture; effect of interface fits; thickness effects; contact

    problems; fretting and wear; fracture mechanics problems;

    progressive failure analysis; fatigue crack growth.

    2.2. Thread connections

    Threaded components are the most important structural

    elements influencing significantly the strength and endur-

    ance of the whole structural assembly. Threaded connec-

    tions are used for their ability to develop a clamping force

    and for the disassembly possibility that is important for

    maintenance. When a dynamic load is applied as is the case

    in many assemblies, failure may occur due to fatigue and

    vibration induced loosening. These failures can be avoided

    by proper joint design where the finite element studies can

    be helpful. A review of the load and stress distributions in

    the threads of fasteners can be found in Ref.  [10].

    Topics and types of threaded connections. 2D and 3Danalysis of threaded connections; dynamic behavior of 

    threaded connections; thermomechanical analysis; stress

    concentration at threaded roots; complex stress distribution

    in threads; load distribution between threads; axial and

    bending stress concentration factors; fracture mechanics

    problems; strength analysis; fatigue analysis and life

    estimation; stress intensity factor for threaded joints;

    residual stresses in threaded connections; effect of cracks

    on load distribution; effect of taper variation; helical effect

    on threads; threaded fasteners; geometrically exact threads;

    conical threaded connections; buttress threads; drillstring

    threaded joints; threaded end closures; threaded pressure

    vessels; threaded pipes.

    2.3. Bolted joints, screws, nuts

    The FEM can study bolted joints with finite sliding

    deformable contact where the helical and frictional effects

    on the load distribution of each thread are included. The

    studies of bolted connections are rather complicated

    because the model should be 3D (2D solutions give stiffer

    and stronger results) and take into account many factors

    such as material and geometrical nonlinearities, contact,

    friction, slippage, bolt-plate interaction and fracture. The

    quality of computed results also depends on the elementtype used, discretization, constitutive equations, step size,

    kinematic description, etc. Finite element modelling has

    been extended to study the structural behavior of cold-

    formed steel bolted connections. The advantages of using

    cold-formed steel are derived from their long-term dura-

    bility and high yield strength.

    Composite materials with bolted joints have also been

    extensively used in various assemblies in recent years

    (electronic packaging, aircraft industry, automotive indus-

    try, etc.). The local contact between the bolt and composite

    material may induce high stress concentration and break the

    material. The stress distribution near the region around

    the bolt joint where the interaction between the bolt and the

    loaded hole is taken into account, can be determined by

    finite element analyses.

    Topics and types of connections.  2D and 3D static and

    dynamic stress and deformation analysis of bolted joints;

    thermomechanical analysis; heat transfer across bolted

     joints; effect of thermal loading; thermal contact resistance;

    assembly stress and deflection; deformation in screw thread;

    mechanical properties of bolted connections; time-depen-

    dent behavior of bolted joints; effect of bolt threads on the

     joint stiffness; computation of member stiffness; tensile

    behavior of bolted joints; bolted joints subjected to high

     J. Mackerle / International Journal of Pressure Vessels and Piping 80 (2003) 253–271254

    http://www.solid.ikp.liu.se/fe/index.htmlhttp://www.solid.ikp.liu.se/fe/index.htmlhttp://www.solid.ikp.liu.se/fe/index.htmlhttp://www.solid.ikp.liu.se/fe/index.html

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    eccentric loads; load distribution studies; load distribution

    in bolt-nut connector; centrically loaded bolt joints; load

    distribution in screws; determination of bolt forces;

    environmental effects; fracture mechanics problems; ulti-

    mate limit load calculation; strength analysis; stress

    intensity factor; mixed-mode fracture; contact problems;

    thermoelastic contact problems; constraining effect of bolted joints; fatigue analysis; damage; progressive damage

    modelling; lifetime prediction; deformation and fracture of 

    nuts; separation problems of bolted connection; bending of a

    screw plate; prying and shear in end-plate connection; axial

    loads due to screw fastening; relaxation in bolted connec-

    tion; tightening process of bolted joints; bolted joints with

    various clamping configurations; bolted joints with ten-

    sioner; prestressed bolted connections; prestressed screw

     joints; pretension in bolted connections; leakage of bolted

    flanged joints; nut-bolt connections; axisymmetric bolt

     joints; end-plate connections; isolated and extended bolted

    end-plate connections; semi-rigid bolted end-plate connec-

    tions; semi-rigid bolted beam connections; bolted flanged

    connections; rectangular bolted flanged connections;

    flanged connections for high temperature applications;

    bolted joints at cryogenic temperature; bolted beam to

    column joints; cold formed bolts; cheese-head bolts;

    countersunk bolts; U-bolts; self-threading bolts; rockbolts;

    bolted brackets; swaged bolts; railroad bolts; anchor bolts;

    cable bolt support system; bolt-nut-washer-compressed

    sheet joints; hollow type bolted joints; stud bolt fastening;

    multiple-row bolted connection; multiple-bolted joints;

    bonded/bolted joints; single lap screw connection; ball-

    screw joints; bolted connections in wood; bolted connec-

    tions in composites; combining adhesive with bolts.

    2.4. Rivets

    Topics of this section. 2D and 3D static and dynamic

    riveted joint modelling and analysis; fracture mechanics

    problems; joint failure; strength evaluation; fatigue life

    prediction; stress intensity factor; crack nucleation; fretting

    problems; energy absorption; skin-rivet contact prediction;

    effect of interference and clamping on fretting; residual

    stresses; riveted joint design; laminates connected by rivets;

    riveted single lap joints; adhesively bonded joints with

    rivets; riveted airframes.

    2.5. Fittings

    Topics and type of fittings. 2D and 3D mechanical and

    thermomechanical analysis of fit joining; stress and deflec-

    tion analysis; thermally loaded fits; fracture mechanics

    problems; contact problems; creep at the interface; stress

    intensity factor; fatigue evaluation; residual stresses; press

    fits; clearance-fit joining; interference fits; shrink-fits; end

    fittings; crimped end fittings; ball snap-fits; cantilever snap-

    fits; L- and U-shaped snap-fits; bayonet-finger snap-fits;

    elbow and tee fittings; pipe fittings; plumbing fittings; fitted

    cylindrical liners.

    2.6. Tubular joints

    Some structures, i.e. offshore structures, consist of a largenumber of tubular members connected to one another by

    special joints. Tubular members are jointed together at their

    intersections in a variety of geometrical forms. These joints

    represent structural discontinuities that give rise to stress

    concentrations. Parametric finite element studies can

    generate a database of stress concentrations and degree of 

    bending for various geometries of tubular joints.

    The combination of high stress concentration with

    dynamic loads makes fatigue damage almost unavoidable.

    Due to high stress concentrations, plastic deformation can

    occur at the intersection before the ultimate failure of the

     joint. The elastoplastic finite element analyses can estimatethe static and fatigue strengths of tubular joints. In

    computations various conditions such as combined modes

    of loading, size effects, materials, environmental factors,

    etc. can be included to get a more realistic stress behavior of 

    an entire tubular joint. A review of fracture mechanics

    models for tubular joints is in Ref.  [11] and various methods

    for determining stress intensity factors for these joints are

    discussed in Refs. [12,13].

    Topics and types of tubular joints. 2D and 3D linear and

    nonlinear stress and deflection analysis; static and dynamic

    studies; stress concentration factors; force-displacement

    characteristics; joint flexibility; hot spot stresses; influence

    of loading on the joint performance; fracture mechanics

    problems; strength and failure analysis; ultimate strength

    analysis; stress intensity factors; cracked tubular joints;

    damage; fatigue; multiaxial fatigue; residual stresses; NDT

    detection of cracks; effect of imperfection on the strength;

    stiffened and unstiffened tubular joints; multiplanar tubular

     joints; square-to-round tubular joints; square-to-square

    tubular joints; tubular joints with brackets; tubular lap

     joints; overlapped tubular joints; plate-reinforced tubular

     joints; circular flange joints; grouted tubular joints;

    composite-to-metal tubular joints; tubular stub-columns;

    K-, L-, T-, X-, Y-, ST-, KK-, DT-, DX, XX-, XT and YT-

    tubular joints.

    2.7. Expansion joints

    Topics and types of expansion joints.  2D and 3D static

    and dynamic analysis of expansion joints; creep, shrinkage

    and temperature effects; fracture mechanics problems;

    residual stresses; fatigue analysis; expanded tube-to-tube-

    sheet joints; modular expansion joints; bellows-type expan-

    sion joints; expansion joints for seismic protection;

    expansion joints in piping systems.

     J. Mackerle / International Journal of Pressure Vessels and Piping 80 (2003) 253–271   255

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    2.8. Gaskets

    Topics and type of gaskets.   stress analysis and sealing

    performance of gaskets in bolted flanged connections;

    contact problems; creep relaxation; determination of stress

    levels during thermal transients; local bifurcation problems;

    support testing; sheet gaskets; spiral wound gaskets; layeredgaskets; cylinder block gaskets; taper-seal gaskets; plug,

    claw and gasketed closures.

    2.9. Other types of fastening

    Topics of this section.  2D and 3D, linear and nonlinear

    analysis in and around fasteners in general; load distri-

    bution; creep relaxation; residual stresses; contact problems;

    fracture mechanics problems; failure strength prediction;

    progressive damage modelling; cracking near fastener

    holes; effects of fastener hole defects; cold-worked fastener

    holes; fatigue life prediction; stress intensity factor;structural fasteners for bracing connectors; multiple fasten-

    ers; mechanically fastened joints in composites; fastening

    elements in concrete; mechanically fastened lap joints; track 

    fastening; fastening in automotive engineering; smart

    structural fasteners.

    Acknowledgements

    The bibliography presented in Appendix A is by no

    means complete but it gives a comprehensive representation

    of different finite element techniques applied to the analysisof fastening and joining. The author wishes to apologize for

    the unintentional exclusions of missing references and

    would appreciate receiving comments and pointers to other

    relevant literature for a future update.

    Appendix A. A bibliography (1990–2002)

    This bibliography provides a list of literature references

    on finite element analyses of fastening and joining, theory

    and applications. The listing presented contains papers

    published in scientific journals, conference proceedings, and

    theses/dissertations retrospectively to 1990. References

    have been retrieved from the author’s database, MAKE-

    BASE. Entries are grouped into the same sections described

    in the first part of this paper, and sorted alphabetically

    according to the first author’s name. In some cases, if a

    specific paper is relevant to several subject categories, the

    same reference can be listed under the respective section

    headings, but the interested reader is expected to consider

    also areas adjacent to his/her central area of research

    interest.

    References

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