Documented Bolt Tensioning for Traceable Screw Tightening

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Solution Overview

Problem

Existing methods for tightening heavily loaded screw connections lack reliable documentation and control of operating parameters, leading to potential over-tightening or under-tightening, which can result in safety issues and reduced quality and precision in the tightening process.

Innovation Solution

A method using an axially operating, preferably hydraulically driven tensioning device with a process control unit and documentation module, where the screw connection is identified via barcode scanning, and the tightening force, pressure, and torque are documented and stored, with suggested optimal parameters provided by the system for safer and optimized tightening.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual tightening without documentation is used, then the tightening process is simple and quick, but the reliability and traceability of the screw connection is poor

Engineering Contradiction:
Improvereliability of screw connectionVSAvoidcomplexity of tightening system
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system implements feedback by automatically documenting tightening parameters (torque, tension force, elongation) and providing them back to the operator through the process control unit. This ensures traceability and reliability while maintaining operational awareness without requiring complex additional documentation procedures.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The process control unit acts as an intermediary between the tensioning device and the documentation system. It automatically collects data from sensors, stores it in the documentation module, and presents it to the operator, thereby bridging the gap between simple manual operation and comprehensive documentation without adding significant complexity to the tightening process itself.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Manufacturing precision

If optimal tightening parameters are used, then the quality and precision of tightening is improved, but the operator lacks knowledge of the required parameters

Engineering Contradiction:
Improveprecision of tighteningVSAvoidease of operation
Core Design Contradiction:
Manufacturing precisionVSEase of operation

Solution Approach 1:

The system performs preliminary action by automatically determining and storing the optimal tightening parameters (torque, tension force, elongation) in the documentation module before the actual tightening process. The operator can then access these pre-determined values through the process control unit, eliminating the need for the operator to have specialized knowledge while ensuring precise tightening.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system provides self-service by automatically managing the tightening parameters through the process control unit. The operator simply needs to access the documented values and follow the guided process, while the system itself handles the complex tasks of parameter determination, storage, and retrieval, making the operation easy while maintaining high precision.

Inventive Principle:
Principle #25Self-service

3Strength

If excessive tensile stress is applied to the bolt, then the tightening force is high, but the bolt may break or spin out

Engineering Contradiction:
Improvetightening forceVSAvoidsafety of screw connection
Core Design Contradiction:
StrengthVSReliability

Solution Approach 1:

The system implements feedback by continuously monitoring the actual tightening parameters (tension force, elongation) during the tightening process and comparing them against the documented optimal values. If the applied stress approaches dangerous levels, the system alerts the operator through the process control unit, preventing over-tightening that could cause bolt failure while ensuring sufficient tightening force is applied.

Inventive Principle:
Principle #23Feedback

4Loss of information

If comprehensive data documentation is implemented, then the traceability and quality control are improved, but the time and resources for data collection and storage increase

Engineering Contradiction:
Improveinformation retentionVSAvoidtime for documentation
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The system provides self-service for data documentation by automatically collecting tightening parameters through sensors integrated in the tensioning device, storing them in the documentation module, and making them accessible through the process control unit. This automatic data capture and storage eliminates the need for manual documentation procedures, achieving comprehensive information retention without adding significant time to the tightening process.

Inventive Principle:
Principle #25Self-service

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Ensures reliable and reproducible documentation of screw connection data, improving operating reliability and quality by automatically suggesting and documenting optimal tightening parameters, thereby reducing the risk of over-tightening or under-tightening and enhancing safety.

Implementation Method 1

The piston, by way of example as part of a hydraulic piston-cylinder unit, can axially entrain the exchangeable bush

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Implementation Method 2

axially operating, preferably hydraulically driven tensioning device

Methodology Applied
Scientific EffectHydraulic press: Hydraulic Press

Implementation Method 3

The screw connection is identified by scanning an identification, preferably a barcode identification, provided on the screw connection

Methodology Applied
Scientific EffectOptical scanning:

Data Source

PatentUS10981255B2Method for the documented tightening or tightening up of a screw connection
Publication Date: 2021.04.20 HOHMANN JORG
  • US10981255B2 patent drawing
  • US10981255B2 patent drawing
  • US10981255B2 patent drawing

AI summary

In a method for the documented tightening or tightening up of a heavily loaded screw connection of a threaded bolt and a nut screwed on the threaded bolt by using an axially operating tensioning device and a process control unit provided with a documentation module, the screw connection is identified by scanning an identification provided on the screw connection and data determined by scanning the identification is stored in the documentation module. The screw connection is lengthened by the tensioning device by axially pulling on a threaded end of the threaded bolt and a tightening force (FA) and/or a tightening pressure (PA) exerted by axially pulling on the threaded end is stored in the documentation module. After lengthening, the nut is turned by using a hand torque wrench and an actually exerted hand torque applied for turning the nut is stored in the documentation module.