Bolt Locking Methods

When choosing a method for preventing bolts from loosening in an assembly there are many different options. One needs to assess the risk of joint failure and the dynamic loads the joint will meet during the life of the assembly. Only then can one choose from some of the more commonly used principles and from there find a solution that will be suitable for the unique assembly at hand. All bolted joints are unique and should be treated as such.

Locking methods Explanation
Friction Friction locking methods are based on preventing surfaces from sliding against each other by increasing the resistance (friction) between these contact surfaces. Increased friction between the male and female threads, or between the fastener and contact surface, creates resistance to loosening. Locking devices that use this principle include split ring, serrated and tooth washers. Nylon insert nuts fall into this category.
Mechanical Mechanical locking utilizes a physical barrier with the aim of preventing the fastener from rotating. Mechanical locking devices include tab washers, which have a side tab that can be bent upwards to lock the nut in place, and locking wire, which can be threaded through a hole in the bolt head/nut and tightened to another fastener close by. Both can prevent the fastener from rotating fully, but it should be noted that a proportion of the preload can be lost over time under dynamic load conditions.
Adhesive This method uses a liquid, known as thread-locking adhesive, to prevent a bolted joint from loosening. The adhesive is applied to the thread of the fastener. Adhesives are not restricted by the size of the fastener used; however, they do pose a risk of chemical exposure and may be hazardous to health. They can also have a significant adverse effect upon the torque/load ratio, resulting in uncontrolled preload during tightening.
Geometry The geometry method utilizes the shape of the fastener to secure the bolted joint in place when subjected to vibration and dynamic loads. The most common system, wedge-locking washer, is composed of a pair of washers with cams on one side and serrations on the other. The serration forces any rotational movement to occur between the washers and the geometry of the cams introduces a need for an increase in tension in the bolt if the bolts want to rotate loose. This safely secures the joint.

From a more advanced technical perspective, there are other considerations to every unique bolted connection, ranging from lubrication, settlements, mating surface and operating conditions.

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