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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
Fv,RdF_{v,Rd}shear resistance of one bolt, per shear plane (a bolt in double shear has two planes, so twice this value)αv\alpha_v0.6 for classes 4.6, 5.6 and 8.8; 0.5 for class 10.9 (and 4.8, 5.8, 6.8) when the shear plane passes through the threadsfubf_{ub}ultimate tensile strength of the boltAAgross shank area if the shear plane is in the unthreaded shank, or the tensile stress area AsA_s if it passes through the threadsγM2\gamma_{M2}partial factor for bolt resistance (= 1.25)

The plate the bolt bears against must also resist crushing:

Fb,Rd=k1αbfudtγM2F_{b,Rd} = \frac{k_1\,\alpha_b\,f_u\,d\,t}{\gamma_{M2}}
where
k1k_1edge factor from the perpendicular distances e2e_2, p2p_2 (capped at 2.5)αb\alpha_bend and spacing factor from e1e_1, p1p_1 and fub/fuf_{ub}/f_u (capped at 1.0); it falls as the end and edge distances reduce, which is exactly why the spacing rules matterfuf_uultimate strength of the connected plateddbolt diameterttplate thicknessγM2\gamma_{M2}as above (= 1.25)

The bolt's capacity in shear is the lesser of Fv,RdF_{v,Rd} and Fb,RdF_{b,Rd}.

Tension and punching

A bolt in tension is checked for failure of the threaded part, and the connected plate for punching shear of the bolt head or nut. The tension resistance is

Ft,Rd=k2fubAsγM2F_{t,Rd} = \frac{k_2\,f_{ub}\,A_s}{\gamma_{M2}}
where
Ft,RdF_{t,Rd}tension resistance of the boltk2k_20.9, or 0.63 for countersunk boltsfubf_{ub}ultimate tensile strength of the boltAsA_stensile stress area - smaller than the shank area because it allows for the reduced section at the threadsγM2\gamma_{M2}partial factor for bolt resistance (= 1.25)

and the punching shear resistance of the plate under the head or nut is

Bp,Rd=0.6πdmtpfuγM2B_{p,Rd} = \frac{0.6\,\pi\,d_m\,t_p\,f_u}{\gamma_{M2}}
where
dmd_mmean of the across-flats and across-corners dimensions of the head or nuttpt_pthickness of the plate under the head or nutfuf_uultimate strength of that plate

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
where
Fv,EdF_{v,Ed}design shear applied to the boltFt,EdF_{t,Ed}design tension applied to the boltFv,RdF_{v,Rd}shear resistance from aboveFt,RdF_{t,Rd}tension resistance from above

The 1.4 in the tension term reflects that a modest tension does not greatly reduce shear capacity. Each individual check (shear Fv,Rd\le F_{v,Rd} and tension Ft,Rd\le F_{t,Rd}) must still be satisfied as well.

Preloaded (slip-resistant) bolts

Class 8.8 and 10.9 bolts can be tightened to a controlled preload, clamping the plates so the load is carried by friction rather than bearing:

Fp,C=0.7fubAs,Fs,Rd=ksnμγM3Fp,CF_{p,C} = 0.7\,f_{ub}\,A_{s,} \qquad F_{s,Rd} = \frac{k_s\,n\,\mu}{\gamma_{M3}}\,F_{p,C}
where
Fp,CF_{p,C}the controlled design preloadFs,RdF_{s,Rd}slip resistance of one boltksk_shole factor (1.0 for normal clearance holes)nnnumber of friction (faying) surfacesμ\muslip factor - 0.5 for blasted steel, less for as-rolled surfacesγM3\gamma_{M3}partial factor for slip resistance

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 distances stop the plate tearing out and keep the bearing factor up; maximum distances prevent local buckling between bolts and keep the parts in contact. The minimum values (Table 3.3) are

minimum distances
d0d_0hole diameter (the limits below are all multiples of it)e11.2d0e_1 \ge 1.2\,d_0end distance, in the direction of load transfere21.2d0e_2 \ge 1.2\,d_0edge distance, perpendicular to the loadp12.2d0p_1 \ge 2.2\,d_0spacing of bolts along the load directionp22.4d0p_2 \ge 2.4\,d_0spacing of bolt rows perpendicular to the load

The data tables in this tool list the hole sizes and the minimum and maximum distances for every 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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