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Bolted Connection Theory - EN 1993-1-8 (Eurocode 3)

The theory behind this bolt data tool: the bolt property classes and their strengths, how the shear, bearing and tension resistances of a bolt are calculated to Eurocode 3 (EN 1993-1-8), how combined shear and tension is checked, how preloaded slip-resistant bolts work, and the spacing and edge-distance rules that the data tables enforce.

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A bolted steel connection is designed to Eurocode 3, EN 1993-1-8. Each bolt is checked for the actions it carries - shear, bearing, tension, or a combination - and the connection geometry must satisfy the spacing and edge-distance rules. This page explains the resistances behind the bolt data tables.

Bolt property classes

Bolts are graded by a two-number class such as 8.8 or 10.9. The first number times 100 is the ultimate tensile strength fubf_{ub} in MPa; the product of the two numbers times 10 is the yield strength fybf_{yb}. So a class 8.8 bolt has fub=800f_{ub} = 800 MPa and fyb=640f_{yb} = 640 MPa. Classes 8.8 and 10.9 dominate structural work; 4.6 is used for light or non-structural fixings.

Shear and bearing resistance

In a bearing-type (non-preloaded) connection the load is transferred by the bolt shank shearing and bearing against the plate. The shear resistance per shear plane is

Fv,Rd=αvfubAγM2F_{v,Rd} = \frac{\alpha_v\,f_{ub}\,A}{\gamma_{M2}}

where AA is the shank area AA if the shear plane misses the threads, or the tensile stress area AsA_s if it passes through them; αv=0.6\alpha_v = 0.6 for classes 4.6, 5.6 and 8.8, and 0.5 for 10.9 (through the threads). The plate it bears on must also resist crushing:

Fb,Rd=k1αbfudtγM2F_{b,Rd} = \frac{k_1\,\alpha_b\,f_u\,d\,t}{\gamma_{M2}}

with dd the bolt diameter, tt the plate thickness, and αb\alpha_b and k1k_1 factors that fall as the end and edge distances reduce - which is exactly why spacing rules matter. The bolt resistance is the lesser of Fv,RdF_{v,Rd} and Fb,RdF_{b,Rd}.

Tension and punching

A bolt in tension is checked for thread stripping/failure and the connected plate for punching shear of the bolt head or nut:

Ft,Rd=k2fubAsγM2,Bp,Rd=0.6πdmtpfuγM2F_{t,Rd} = \frac{k_2\,f_{ub}\,A_s}{\gamma_{M2}}, \qquad B_{p,Rd} = \frac{0.6\,\pi\,d_m\,t_p\,f_u}{\gamma_{M2}}

where k2=0.9k_2 = 0.9 (0.63 for countersunk bolts), AsA_sthe tensile stress area and dmd_m the mean across-flats/across-corners dimension of the head or nut.

Combined shear and tension

A bolt that carries shear and tension at once must satisfy the linear interaction of Table 3.4:

Fv,EdFv,Rd+Ft,Ed1.4Ft,Rd1.0\frac{F_{v,Ed}}{F_{v,Rd}} + \frac{F_{t,Ed}}{1.4\,F_{t,Rd}} \le 1.0

The 1.4 in the tension term reflects that a modest tension does not greatly reduce shear capacity.

Preloaded (slip-resistant) bolts

Class 8.8 and 10.9 bolts can be tightened to a controlled preload Fp,C=0.7fubAsF_{p,C} = 0.7\,f_{ub}\,A_s, clamping the plates so the load is carried by friction rather than bearing. The slip resistance is

Fs,Rd=ksnμγM3Fp,CF_{s,Rd} = \frac{k_s\,n\,\mu}{\gamma_{M3}}\,F_{p,C}

with nn friction surfaces, slip factor μ\mu (0.5 for blasted steel, less for as-rolled) and a hole factor ksk_s. Slip-resistant connections are used where movement is unacceptable - fatigue details, reversing loads, or where alignment must be preserved.

Spacing, edge and end distances

Bolt positions are bounded both ways. Minimum spacing (p12.2d0p_1 \ge 2.2 d_0, end distance e11.2d0e_1 \ge 1.2 d_0) prevents the plate tearing out and keeps the bearing factor up; maximum spacing prevents local buckling between bolts and keeps the parts in contact. d0d_0 is the hole diameter (Table 3.3). The data tables in this tool list the hole sizes, the minimum and maximum distances and the resulting resistances for each bolt diameter.

The partial factors γM2=1.25\gamma_{M2} = 1.25 (resistance of bolts) and γM3\gamma_{M3} (slip) and the slip factor class are set by the National Annex; category A–E connections (bearing vs slip-resistant) determine which checks govern.

Frequently asked questions

A bolt class is two numbers. The first number multiplied by 100 gives the ultimate tensile strength f_ub in MPa, and the two numbers multiplied together times 10 give the yield strength f_yb. So an 8.8 bolt has f_ub = 800 MPa and f_yb = 0.8·800 = 640 MPa, and a 10.9 bolt has f_ub = 1000 MPa and f_yb = 900 MPa. Classes 8.8 and 10.9 are the usual structural grades; 4.6 (f_ub = 400 MPa) is for light or non-structural fixings.

The shear resistance per shear plane is F_v,Rd = α_v·f_ub·A / γM2, where α_v = 0.6 for grades 4.6, 5.6 and 8.8 (and 0.5 for 10.9 when the shear plane passes through the threads), A is the relevant area (the full shank area if the shear plane is in the unthreaded shank, or the tensile stress area A_s if it passes through the threads), and γM2 = 1.25. A bolt in double shear has two planes, so twice the resistance. The bearing resistance of the connected plate must also be checked, and the lower value governs.

In a bearing-type connection the bolts are snug-tight and the load is transferred by the bolt shank shearing and bearing against the hole; some slip into bearing is accepted. In a slip-resistant (preloaded) connection class 8.8 or 10.9 bolts are tightened to a controlled preload F_p,C = 0.7·f_ub·A_s, clamping the plates so the load is carried by friction between the faying surfaces. Slip-resistant connections (categories B and C) are used where movement is unacceptable - fatigue, reversing loads or where alignment must be kept.

When a bolt carries shear and tension simultaneously, EN 1993-1-8 Table 3.4 gives a linear interaction: F_v,Ed/F_v,Rd + F_t,Ed/(1.4·F_t,Rd) ≤ 1.0. The factor 1.4 in the tension term means a moderate tension only mildly reduces the available shear. Both individual checks (shear ≤ F_v,Rd and tension ≤ F_t,Rd) must still be satisfied as well as the interaction.

Minimum spacing and edge/end distances stop the plate tearing out around the bolt and keep the bearing resistance high - the bearing factors α_b and k_1 fall as the end distance e_1 and edge distance e_2 reduce. EN 1993-1-8 requires at least p_1 = 2.2·d_0 spacing and e_1 = 1.2·d_0 end distance (d_0 = hole diameter). Maximum spacings prevent local buckling between bolts and keep the plates in contact to resist corrosion. The data tables list the minimum and maximum values for each diameter.

The tensile stress area A_s is the effective cross-sectional area used to calculate a bolt's tension and (through-thread) shear resistance. It is smaller than the nominal shank area because it accounts for the reduced cross-section at the threads - based on the mean of the pitch and minor diameters. For example an M20 bolt has a shank area of 314 mm² but a tensile stress area of 245 mm². This tool lists A_s for every standard diameter.

Ready to size your connection? Look up bolt strengths, hole dimensions, spacing limits and resistances for any bolt grade and diameter.

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