Sat, Dec 24 2005 @ 09:18 in Switzerland
Contributed by: Mick
Views: 1,340
A great article by Steven Miller, chopped out of the airsoob Yahoo list. Excellent reading!
I have to chime in after reading Marvin's post. He seems to have
put a lot of thought into his theory about EJ-22 head bolts.
However, let me share some items I have learned about fasteners
while working at General Motors Engineering for 30 years.
Fasteners (nuts and bolts) have been around for centuries.
Through trial and error evolved to a reasonable level of
technological understanding for the time. What puzzeled designers
during the industrial revolution was why some bolts failed in
applications and others didn't. Failures for unpredictable
reasons. The designers tended to compensate for this unpredictable
failure possibility by adding larger and/or extra bolts. This
sometimes worked. Not until the 1970's did Fastener technology
mature through strain gauge advancments. Additionaly, metalurigical
and production technology advanced to a level where a bolts
properties could consistantly fall in to predetermined ranges.
Modern Fastener Technology is far superior to the "old School"
understandings that persists still. All bolts are springs. Always
were. Rotational torque alone (static torque) cannot consistantly
place a bolt into design clamp position. The only sure way to place
a bolt into proper installation is to measure bolt stretch. This is
done on bridges and other structural bolts that use nuts and have
both ends of the bolt exposed after installation. A given bolt will
be X amount longer after proper installation. Bolt length is
measured before and after installation. Typically using a go/no-go
gauge. Marvin refered to this normal (and desired) elongation as
yeild. Yield is when a material it stretched beyond it's elastic
limits. A bolt tightened to yeild is more commonally called
a "broken bolt" Modern grade 8 bolts have a tensil strength of
around 125,000 psi. That is their Yield point. A bolt must be
stretched to provide a clamping load. But it must not be allowed to
exceed it's elastic limits either. A bolt needs to clamp parts
together while moving through cyclic loading, viberation, thermal
expansion and contraction and any other stress present in the
application and yet remain within it's elastic limits.
What was not fully understood in decades past was that bolts need
to move. A bolt has to stretch during it's operational life in
order to maintain it's clamp load on the parts being fastened
together. Short bolts have less ability to stretch and stay within
their elastic limits that do longer bolts. GM had to place spacers
on the steering gear boxes of some of their trucks so a longer bolt
could be used. Crash tests showed that the short bolts would break
during the crash but the longer ones didn't.
Bolts that are installed into a blind hole (head bolts) do not
allow the installer to measure the amount of stretch directly. But
the correct amount of stretch can be applied by Dynamic torquing.
This is the process called for in the Subaru manual for torquing
head bolts. Bring each bolt to a low static torque (using a
mechanic's torque wrench) in a predetermined pattern. Then bring
each bolt to a slightly higher torque in a pattern. Then turn each
bolt 90 degree in the same pattern. Then turn each bolt another 90
degrees. This gets the bolts to the proper installed length +/- 2%
As I recall, my manual says to oil each head bolt before
installation. This is also very important. Oil (wax, loctite,
soap) lubricates the bolt to reduce rotational friction during
static torquing. Without oil the torque wrench will reach torque
value early before the bolt has been stretched enough. The affect
oil has on torque is dramatic. Take a 1/4-20 bolt and clamp it in a
vice with the threaded end up. Place a single washer on the bolt
and torque a nut to about 15 foot pounds. Most bolts will take this
much. Now loosen the nut some and place a drop of motor oil on the
threads under the nut. Try and torque it back to the same 15 foot
pounds. It will break before you reach it.
Life would be easier if one could determine the applied torque
value on a bolt by loosening it with a torque wrench. Not even
close. Additionally, in the application of head bolts, the last
bolts loosened will look to be torqued at higher values due to the
increasing load on each remaining bolt as others are relieved of
their clamping duties.
Reusing head bolts? Absoultly! As long as the bolts are not
damaged in any way. If it were a high time engine or a head bolt
had broken then by all means get all new ones. By not damaged that
means no noticable wear marks on the shank, head or threads. No
dings, nicks or scratches. No heat affected areas, deposits or
corrosion (leaking head gasket?). Feel free to mix some new bolts
with undamaged used bolts if some are suspect. Manuals almost
always tell you to install new fasteners that are considered
critical fasteners. This is their only way to assure original design
compliance for legal reasons. If you are uncomfortable reusing your
head bolts or there is any doubt then new head bolts might ease your
worries. If they are good then reuse them.
It is important to follow the manual proceedure for torquing head
bolts weather you use new bolts or your original ones. Your bolts
have not be damaged if they were once, twice or more times installed
correctly. If you are worried use a micrometer and look for necking
of the bolt. A smooth reduction in diameter mid point or near
stress risers. That might suggest your bolts have had excursions
beyond their elastic limits.
I looked into this several months ago and concluded that used bolts
would work just fine as long as one did not use the torquing method for
new bolts. They should be torqued back to the value as originally
installed. Also would be best to put the bolts back in their
original
locations. My reasoning:
The final 180° (90 + 90) of torque for new bolts is what yields
(permanently deforms) them.
Not true. Yield=failure. You cannot torque a bolt to yield.
Once a bolt reaches yield (exceedes it's elastic limits) it
continues to stretch until it breaks in two. With dimishing torque
resistance.
At this point they become constant pressure
springs that provide unchanging clamping pressure (look up Young's
modulus)
A spring yes, but not a fixed resistance. Spring tension
increases with motion like any spring does.
as the engine heats and cools, in spite of the differences in
thermal coefficient of expansion between steel and aluminum. Since
the
bolts were deformed on the first installation, following the book
torquing instructions again would further deform the
bolts. "Torque-to-yield" could become torque-to-failure.
Torque to Yield IS torque to failure. Everytime!....
I measured, as best I could, the original torque of the bolts on
my
early EJ22, which I think is factory original. My conclusion was
that
the center used bolts should incrementally end up at 85 lb.-ft.
and the
end used bolts should end up at 65 lb.-ft. , following the
torquing
sequence. I have not tested this.
I would guess you measured the break away torque of the outside
bolts first and ended at the center bolts. This would predictably
give you increasing break away values as you proceeded.
I hope this offers everyone some interesting insight on modern
fastener design.