Documented Screw Tensioning with Thread Engagement Verification

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing screw tensioning methods lack comprehensive documentation of operating parameters and data during the tightening or retightening of screw connections, which is crucial for ensuring safety and quality, especially in high-pressure containers with hazardous materials, and there is a risk of connection failure due to insufficient thread engagement.

Innovation Solution

A method utilizing a process control unit with a documentation module to sense and record the thread engagement length, tension force, and drive parameters, ensuring a predefined minimum thread engagement before switching to a hydraulic pressure build-up mode, and storing data for verification and reproducibility.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If comprehensive documentation of operating parameters and data is implemented during the tightening or retightening of screw connections, then operational reliability and safety are improved, but device complexity and documentation effort increase

Engineering Contradiction:
Improveoperational reliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The process control unit serves multiple functions: it controls the switching between operating modes (first mode for screwing on exchangeable socket, second mode for tightening nut), monitors thread engagement length via distance sensors, and documents all operating parameters including tension force, drive parameters, and thread engagement data. This multi-functionality consolidates control and documentation capabilities into a single system, improving reliability without proportionally increasing complexity.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system implements feedback through distance sensors that continuously monitor the thread engagement length between the exchangeable socket and the threaded bolt. The process control unit receives this feedback data and uses it to verify that a predefined minimum thread engagement is achieved before allowing operation. This feedback mechanism ensures safety and reliability by preventing operation with insufficient thread engagement, while the automated monitoring reduces the need for manual verification procedures.

Inventive Principle:
Principle #23Feedback

2Manufacturing precision

If comprehensive documentation of operating parameters and data is implemented during the tightening or retightening of screw connections, then quality and reproducibility of the screwing process are improved, but documentation effort increases

Engineering Contradiction:
Improvequality and reproducibility of the screwing processVSAvoiddocumentation effort
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The process control unit automatically performs documentation of all operating parameters without requiring manual data entry. It self-documented tension force, drive parameters, thread engagement length, and other critical data throughout the tightening or retightening process. This automated self-service approach ensures complete and accurate documentation for quality and reproducibility while eliminating the time and effort that would be required for manual documentation procedures.

Inventive Principle:
Principle #25Self-service

3Reliability

If a predefined minimum thread engagement is verified before switching to hydraulic pressure build-up mode, then connection safety is improved, but process time increases

Engineering Contradiction:
Improveconnection safetyVSAvoidprocess time
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system performs preliminary verification of thread engagement length before switching to hydraulic pressure build-up mode. Distance sensors measure the thread engagement between the exchangeable socket and the threaded bolt, and the process control unit verifies that a predefined minimum is achieved. This preliminary action ensures connection safety by preventing hydraulic pressurization with insufficient thread engagement, while the automated nature of the verification minimizes the time added to the overall process.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system replaces manual verification methods with automated sensor-based measurement and electronic control. Distance sensors automatically measure thread engagement length, and the process control unit electronically verifies the predefined minimum requirement before allowing mode switching. This substitution of mechanical/manual verification with automated sensing and control significantly reduces the time required for safety verification while maintaining or improving connection safety.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

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

This method enhances operational reliability and documentation efficiency, ensuring a firm screw connection and maintaining safety by accurately recording and verifying the screwing process parameters, thus preventing connection failures.

Implementation Method 1

a distance from the flange surface is sensed by means of a distance sensor arranged on the tensioning cylinder

Methodology Applied
Scientific EffectDistance sensing:

Implementation Method 2

the exchangeable socket is hydraulically tightened with longitudinal expansion of the threaded bolt

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Data Source

PatentUS10857636B2Method for the documented tightening or tightening up of a screw connection
Publication Date: 2020.12.08 HOHMANN JORG
  • US10857636B2 patent drawing

AI summary

In a method for documented tightening or retightening of a screw connection that includes a threaded bolt and a nut screwed onto the bolt and is supported on a flange surface, an exchangeable socket of a tensioning cylinder supported against the flange surface is screwed onto the free threaded end of the threaded bolt. The exchangeable socket is hydraulically tightened with longitudinal expansion of the threaded bolt while the nut is co-rotated by rotation of a rotary sleeve connected to the nut for conjoint rotation. Switching elements, in a first operating mode, allow only the exchangeable socket to be electrically driven and, in a second operating mode, allow only the rotary sleeve to be electrically driven. A process control unit provided with a documentation module is used to control the method.