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Preload Retention in Oil-Immersed Insulating Fastener Joints

  • Chenfan Power

Preload retention in an insulating fastener joint is an axial-force question. Measure that force through oil exposure and temperature changes, then relate any loss to contact compression, mismatch or installation condition. [1]

Calculation basis. Project-specific values and gates in the illustrative screens below are assumptions; cited catalogue values retain their source test conditions.

Measure the force history if preload retention is the design question. Define the rod, nut, washer and compressed material stack, together with the installation method and subsequent oil and temperature sequence.

Preload Retention in Oil-Immersed Insulating Fastener Joints: technical review table
A force record before touching the nut again

A force record before touching the nut again

ObservationIllustrative axial forceRetention relative to initial force
After defined installation and seating10.0 kN100%
After one hour in the stated test condition8.5 kN85%
After twenty-four hours in that sequence7.8 kN78%

These fictional readings illustrate reporting only. They do not establish an expected relaxation curve or permitted force loss. The temperature and elapsed-time sequence must accompany real results.

Re-tightening changes the specimen state. Record retained force and displacement before any such action. If breakaway or running torque is measured, label that observation separately and document how much the nut moved.

Separate friction from compliance

Generic fastener mechanics relate installation torque to axial load through contact and thread friction. A calibrated relationship for one rod-and-nut state cannot be assumed after oil exposure, wear or a change in mating materials. An insulating rod can also experience combined torsion and tension during tightening.

Monitor compression of the clamped stack and elongation or movement of the tie member where practical. Loss of force can result from material relaxation, local indentation, seating or differential thermal movement. Their corrective actions differ.

A constant-displacement specimen measures relaxation; a maintained-load specimen measures increasing deformation. The actual clamping assembly often couples both through its member stiffness. Describe the restraint rather than applying an ordinary wood or pressboard relaxation percentage to the joint.

Select force instrumentation suited to the connection. A load cell or special washer can alter the contact area and stiffness that control the response. Validate that the measurement arrangement represents the intended joint, or include its difference in the interpretation.

Inspect the connection after the hold and unloading sequence for tooth damage, splitting and washer indentation. An acceptable retained-force number does not make a damaged insulating fastener suitable for reuse.

Compare the measured force envelope with the assembly requirement. Correct the identified contact, thermal or installation mechanism before selecting a new tightening condition.

Separate preload retention from assembly force

For a densified-wood member, retain its material and test-direction basis [2]; joint-force retention requires the assembled connection. Assess the assembled load path and fastening mechanism separately from stock properties [3].

For the assumed force history 10.0, 8.5 and 7.8 kN at the declared observation states, final retention is 78% of assembly force. If the assumed qualified minimum is 8.0 kN, final force is 0.2 kN below the gate. Check material state, joint stiffness and time dependence rather than restoring preload from a generic torque value.

References

  1. Röchling Industrial, Lignostone L I/2-E3-HQ (P2R), Technical Data Sheet, version 2.0, released 20 September 2023.
  2. IEC, IEC 61061-2:1992, Specification for non-impregnated, densified laminated wood for electrical purposes — Part 2: Methods of test.
  3. R. T. Barrett, Fastener Design Manual, NASA Reference Publication 1228, 1990.
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