Slotted Screw Connections

Screw connections with special hole geometries significantly alter the mechanical behavior of the joint due to their segmented contact area, negatively affecting surface pressure, pressure distribution, and elastic resilience while simultaneously promoting settlement, creeping, and loosening effects. Notches on the hole flanks and the absence of lateral screw guidance are particularly critical, which is why it is necessary to evaluate additional factors such as contact area, deflection, and resistance to loosening. Since no standard specifications exist, tested securing elements such as NSK L, NSK B, and NSK EL are recommended for mechanical and electrical applications.

Elastic resilience has a significant influence on the preload force and sliding resistance of bolted joints. It is determined by the screw, the backing surfaces, and suitable spring elements. Lock washers conforming to DIN 6796 or NSK washers enhance this effect and reduce loss of preload, especially with short clamping lengths. Unsuitable elements are excluded; variants that comply with standards can be verified by measuring the residual spring force. See also Railway Engineer Technical Report.

During the settling phase, the preload of a bolted joint initially decreases due to embedding effects. This “embedding” occurs through the plastic leveling of surface roughness in the contact areas, the loaded flanks of the mated threads, and other interface surfaces. The amount of set depends on the number of interface surfaces and the surface roughness. The settling process begins as early as the assembly stage and is completed within a few hours.

Self-acting loosening by rotation refers to the rotational movement of a screw or nut without an external torque load, resulting from the loss of preload and anti-slip strength, preceded by slackening and triggered by dynamic transverse loads. The self-loosening mechanism proceeds in several phases—beginning with relative rotational movements and bending stress (Phase 1), through thread slippage and head tilting (Phase 2), to rotation caused by stored torsion (Phase 3), and finally to complete loosening due to loss of friction (Phase 4). To ensure safety, securing elements such as anti-loosening elements or multifunctional locking elements such as NSK® washers are required; in addition to preventing loosening, these elements also increase slip resistance and resilience, thereby improving overall resilience—especially with short clamping lengths.

Creeping is a time-dependent, plastic, and irreversible deformation that occurs during the relaxation phase of a bolted joint under constant stress as a result of dislocation movements in the material. It occurs under long-term loading, particularly when the time-dependent strength or fatigue strength is exceeded. In bolted joints, creeping leads to a loss of preload over time.

First, the slackening phase occurs in the slackening mechanism of bolted joints. During slackening—or in the slackening phase of bolted joints—the preload force decreases due to embedding, relaxation, and creeping. The sliding resistance is maintained, so that operational forces continue to be transmitted through clamping. Embedding occurs through the plastic leveling of rough surfaces immediately after assembly. Relaxation and creeping lead to further force reduction over the long term. Screw connections can be secured against slackening using special screw locking elements or multifunctional screw locking elements.