1. Introduction
With the growing emphasis on environmental awareness, clean energy has garnered increasing global attention. Among renewable energy sources, wind energy has emerged as a key focus for many nations. Wind turbine blades, essential for capturing wind energy, are connected to the turbine hub through blade-root bolts. During the operation of the turbine, the blade-root bolts are subjected to complex loads, including tension, compression, and torsion [
1]. Their reliability directly affects the performance and safety of the wind turbine blades. Therefore, these high-strength bolts play a crucial role in the structural integrity and safety of offshore wind turbines.
Fatigue failure is a primary failure mode of bolts, often caused by insufficient preload or early preload attenuation. To mitigate such failures, appropriate preload must be applied to blade-root bolts before wind turbine operation. However, improper preload can lead to adverse consequences: excessive preload may result in bolt fracture, connector deformation, or thread damage, while insufficient preload can cause slippage, bolt breakage, or even catastrophic wind turbine failure. Preload is thus a critical performance indicator for assessing the reliability of bolted connections. Optimizing preload design can enhance the service life of blade-root bolts and reduce the risk of failure.
Existing studies have established a systematic framework for studying bolt preload attenuation mechanisms [
2,
3,
4], monitoring methods [
5,
6,
7], and tightening processes [
8]. Regarding preload attenuation mechanisms, Pengwei Sun et al. [
9] developed a static finite element simulation method to analyze initial preload relaxation, leveraging the similarity between creep and preload relaxation phenomena. Their model demonstrated strong agreement with experimental data, validating the accuracy of the approach. Similarly, Sun Yadong et al. [
10] used ANSYS 2020 R2 to create a bolted connection model considering joint surface contact characteristics, explaining stress relaxation from a microstructural perspective. Ying Li et al. [
11] proposed a time-varying model to predict residual bolt preload and conducted orthogonal tests involving tightening torque, amplitude, and frequency, identifying two distinct stages in the relaxation process of bolted joints under vibration.
Preload measurement methods include the strain gauge method, force ring method, and optical fiber method. However, these approaches face practical limitations in wind turbine applications. The ultrasonic pulse-echo reflection method, based on the relationship between ultrasonic wave propagation speed and stress, provides a real-time, accurate, and efficient alternative for measuring axial force. Pan Qinxue et al. [
12] analyzed the relationship between nonlinear coefficients and wave amplitude using a nonlinear ultrasonic inspection system. Similarly, Sun Guofeng [
5] investigated the application of ultrasonic technology for axial force measurement in high-strength bolts, exploring factors such as material properties, surface conditions, bolt size, and operator techniques.
For hydraulic tensioning methods, Zuti Zhang et al. [
13] studied tensile resilience in hydraulic bolts, accounting for friction coefficients and thread force distribution. They proposed a calculation method for the hydraulic bolt tension rebound rate, validated through simulations and empirical data. Tieneng Guo et al. [
14] analyzed the relationship between initial tension and final preload in high-strength bolts used in heavy-duty gantry beams, presenting a calculation method to optimize bolt installation preload.
However, these studies exhibit three key limitations: (1) attenuation mechanism analysis: homogeneous material models are predominantly used, insufficiently accounting for the stiffness coupling characteristics at the “composite-metal bearing” heterogeneous interfaces in wind turbine blade roots, leading to significant deviations between theoretical predictions and actual conditions; (2) monitoring technology: approaches lack optimization for engineering the features of wind turbine bolts (e.g., high length-to-diameter ratios, compact installation spaces), and exhibit inadequate compensation mechanisms for environmental interference like temperature drift; and (3) tightening process modeling: reliance on Hooke’s law-based linear assumptions neglects the exponential variation in the preload attenuation rate caused by the stiffness nonlinearity of bolts and connected components.
Addressing these gaps, this study develops a 1:1-scale blade-root-bolt installation simulation system, integrating real-time ultrasonic monitoring with temperature compensation technology. It pioneers the quantitative analysis of nonlinear behaviors—the ”instantaneous preload attenuation rate” and “over-tightening coefficient”—for M36 blade-root bolts in offshore wind turbines. Compared to existing studies, this experiment accurately replicates the stiffness states of blade-root-bolt connection components via a full-scale simulation system. The resulting experimental data better reflect actual stiffness-matching relationships, offering a more engineering-applicable solution for optimizing bolt installation processes and achieving precise preload control.
This article contains the following five parts: 1. introduction of the ultrasonic measurement system and principle; 2. introduction of the experimental system of bolt preload attenuation; 3. discussion of the experimental results; 4. conclusion; and 5. suggestions for the direction of subsequent research.
2. Ultrasonic Axial Force Measurement Theory
Ultrasonic measurement of bolt axial force relies on the principle of acoustic elasticity. The propagation velocity of ultrasonic longitudinal waves varies with the material’s stress state; specifically, the longitudinal wave velocity decreases linearly with increasing stress. Under axial tensile stress, the relationship between the velocity of ultrasonic longitudinal waves and the applied stress can be expressed by Equation (1) [
15]:
where
v is the ultrasonic longitudinal wave velocity with stress,
v0 is the ultrasonic longitudinal wave velocity without stress; σ is the axial tensile stress,
λ and
μ are the second-order elastic constants,
m and
l are the third-order elastic constants, and
ρ is the material density.
Linearizing Equation (1), the relationship of ultrasonic longitudinal wave velocity before and after stress loading can be obtained:
where
k is the elastic coefficient and can be calculated as follows:
In the elastic stage, the relationship between the bolt elongation and the preload force can be described:
where
F is the preload force of the bolt,
E is the elastic modulus of the bolt material,
S is the cross-sectional area of the bolt, Δ
L is the deformation of the bolt, and
L is the effective stress length of the bolt.
In the tightened state of the bolt, the deformation of the bolt is obtained according to the relationship between the time difference between the ultrasonic probe transmitting and receiving the echo signal, which is expressed as the following:
where
VT,σ represents the longitudinal wave velocity at temperature
T under stress σ,
t1 is the time difference between the ultrasonic probe transmitting and receiving the echo signal when the bolt is not stressed, and
t2 is the time difference between the ultrasonic probe transmitting and receiving the echo signal when the bolt is stressed.
By combining Equations (4) and (5), the formula can be obtained:
In Equation (5), the elastic modulus of the bolt material, the effective force length of the bolt, the cross-sectional area of the bolt, and the temperature influence coefficient of the longitudinal wave velocity in the bolt are known parameters. Using these values, the preload can be determined based on the time difference in ultrasonic wave propagation through the bolt before and after the application of tensile stress.
As is illustrated in
Figure 1, the static model of the bolt tightening process using the hydraulic tension method can be divided into three stages. In stage 1, the bolt is unstressed, and both the bolt and the connected part remain at their original lengths. In stage 2, the bolt is subjected to the tensile force exerted by the hydraulic tensioner, causing the bolt to elongate while the connected part is compressed. In stage 3, the hydraulic tensioner is released, allowing both the bolt and the connected part to rebound. At this stage, the bolt retains a specific preload,
F0, and the nut is tightened. During stage 2, it is assumed that the length of a section of the bolt is equal to the thickness of the connected part, denoted as
D1,while the total length of this section of the bolt is
H.
In stage 2, ∆
H1 and ∆
D1 are given below:
where
H is the
H1 is the stretched length of the bolt of length
H in stage 1, ∆
H1 is the deformation of the bolt of length
H after being stretched,
D is the total thickness of the connected piece when it is not stressed,
D1 is the thickness of the connected part after compression in stage 2, and ∆
D1 is the deformation of the connected part being compressed in stage 2.
The hydraulic tensile force
F is known. Then, ∆
H1 and ∆
D1 can be obtained by Hooke’s Law:
K is the stiffness of the connected part,
E is the elastic modulus, and
A is the cross-sectional area.
K can be calculated by the following formula [
16]:
where
dh is the diameter of the bolt hole,
dw is the diameter of the bearing surface of the gasket,
θ is the half apex angle, and
E0 is the elastic modulus of the connected part.
By the above equations, the calculation formula of the
H can be obtained.
In stage 3, ∆
D2 and
H2 can be written as follows:
where ∆
D2 is the deformation of the connected part being compressed in stage 3,
D2 is the thickness of the connected part in stage 3,
H2 is the length of the bolt of length
H in stage 3, and
X is the difference between the length of the bolt of length
H after rebound and the length of the rebound of the connected part in stage 3.
From stage 2 to stage 3, the deformation of the connected part ∆
D2 and the bolt deformation ∆
H2 can be obtained by Hooke’s Law:
where
F0 is the preload force,
KH is the bolt tension coefficient,
E is the bolt elastic modulus, and
A is the bolt cross-sectional area.
By the above equations, the calculation formula of the
F0 can be obtained:
It can be seen from Equation (17) that the final preload force is nonlinear with the hydraulic tension force.
4. Results and Discussion
In the assembly of MW offshore wind turbine blade-root bolts, the bolt pre-tightening force is crucial for the stability of the blade-to-turbine connection. To better study and analyze the relationship between hydraulic tension and the final bolt preload in the hydraulic tensioning method, the tensile force attenuation rate, denoted as
DF, is defined as follows:
where
Fh is the set hydraulic stretcher tension, and
F0 is the final bolt pre-tightening force.
In this section, the nonlinear law in the hydraulic tension tightening process is studied from the two aspects of the tensile force attenuation rate and the over-draw coefficient by analyzing the test data.
4.1. Nonlinear Law of Tensile Force Attenuation Rate
Based on the static analysis of the bolt, the tensile force attenuation rate was tested for the bolt under different tensile forces output by the hydraulic tensioner. Due to the large volume of test data, only the data for bolt 1 is presented in this paper. The tensile force attenuation rate was measured under various pressures from the hydraulic pump. The resulting data for the change in tensile force attenuation rate is shown in
Table 5.
The data in
Table 5 were plotted into a scatterplot and fitted, as shown in
Figure 7.
As is shown in
Figure 7, with the increase in the output pressure of the hydraulic pump, the tensile force attenuation rate of the bolt during tightening by the hydraulic tensioning method gradually decreases. By fitting the relationship between the hydraulic pump output pressure and the tension attenuation rate using an exponential decay function, the R
2 value is 0.9984, indicating a strong fit. Based on the fitting results, the following conclusions can be drawn: When bolts are tightened using the hydraulic tensioning method, the tensile force attenuation rate at the root of the wind turbine blade decreases as the hydraulic pump pressure increases, following an exponential decay trend.
From the curve in
Figure 8, it can be observed that the tension attenuation differs even among bolts of the same specification. As the output pressure of the hydraulic pump increases, the tension attenuation becomes more stable. The fitting formula for the tensile force attenuation rate of all tested bolts is presented in
Table 6.
As is shown in
Table 6, the tensile force attenuation rate of MW offshore wind turbine blade-root bolts decreases exponentially with increasing hydraulic pump pressure; this in line with the results of prior studies reporting 8–10% attenuation rates [
20]. This study’s results (11–16%) show minor discrepancies, attributed to 1:1 full-scale simulation of composite-metal interfaces, which validates the conclusions.
4.2. Nonlinear Law of Over-Draw Coefficient
Due to various factors such as bolt diameter, effective length, thread form, and concentricity, the axial force obtained through the hydraulic stretching method does not exactly match the force exerted on the bolt by the hydraulic cylinder.
In engineering, the ratio between the hydraulic setting tension
Fh and the preload force
F0 is defined as the over-draw coefficient. The empirical formula [
21,
22] of the bolt over-draw coefficient is as follows:
where
Lk is the length of the clamping part of the bolt, and
d is the nominal diameter of the bolt.
This empirical formula only considers the influence of the clamping length of the bolt and the nominal diameter of the bolt. However, several other factors, such as the pre-tension force and the number of stretching cycles, also affect the over-draw coefficient. In this test, the values of Lk and d are 365 mm and 36 mm, respectively. The calculated over-draw coefficient is 1.17.
In this section, the over-draw coefficients corresponding to reaching different target preload are studied. The test data of bolt 1 are shown in
Table 7.
The data in
Table 7 were fitted, and the results are shown in
Figure 9. Fitting of the data of the over-draw coefficient corresponding to all of the test bolts is shown in
Figure 10.
From
Figure 9, it can be concluded that as the target preload increases, the over-draw coefficient gradually decreases, following an exponential decay trend. This behavior is inconsistent with the results predicted by the empirical formula. Additionally, within the yield limit, the over-draw coefficient stabilizes as the target preload increases. Therefore, in actual assembly, the corresponding over-draw coefficient should be determined based on the target preload to ensure that the residual preload meets the connection requirements.
As is shown in
Figure 10, the over-draw coefficients of different bolts vary, but all follow a nonlinear trend that adheres to the law of exponential decay. This pattern aligns with the results of Wang et al. [
23], who observed a negative exponential relationship between the coefficient and load for M36 bolts via hydraulic tension tests, with a fitting error of <4.2%. Gong et al. [
24] further confirmed through nonlinear FEM that stress redistribution at thread interfaces causes double exponential decay, consistent with this study’s experimental trends.
5. Conclusions
This paper presents a systematic study of the nonlinear preload attenuation and over-draw coefficient of MW offshore wind turbine blade-root bolts during hydraulic tensioning, utilizing the iFast ultrasonic real-time monitoring system. A novel 1:1 full-scale simulation system was developed to replicate the stiffness coupling at the composite-metal interface, enabling accurate capture of multidimensional stresses that are ignored in conventional simplified models. Through combined theoretical modeling and experimental validation, the following key conclusions are drawn:
Within the yield limit of the material, as the hydraulic pump pressure increases, the tensile force attenuation rate of the MW offshore wind turbine blade-root bolt decays exponentially. Selecting an appropriate target preload helps to reduce the attenuation of tensile force during actual assembly.
Within the yield limit of the material, as the target preload increases, the over-draw coefficient gradually decreases, following an exponential decay trend. This behavior is inconsistent with the empirical formula results. Furthermore, the over-draw coefficient begins to stabilize as the target preload increases. Therefore, the over-draw coefficient should be determined based on the target preload during the actual assembly process to ensure the residual preload meets the connection requirements.
A preload decay rate of 11–16% exists for commonly used M36 leaf root bolts. Under the same test conditions, bolts of the same specification exhibit different tensile force attenuation rates after stabilization and different over-draw coefficients. This variability may be attributed to differences in the bolt processing technology. As a result, for some wind turbine blade-root connecting pairs with small design margins, the preload decay value of each bolt can be measured before use.
With the iterative development of wind power technology, the future wind turbine will show two major trends: first, the blades and pitch bearings and other key components are gradually adopting new composite structures; second, the fastening system will be upgraded to use 12.9-grade, 14.9-grade, and other ultra-high strength bolts. Our research on 10.9-grade bolts indicates that with the widespread application of ultra-high-strength bolts such as 12.9-grade and 14.9-grade bolts in the future, there is an urgent need to conduct more systematic research on the preload attenuation law and over-tension coefficient threshold, and establish a preload attenuation testing system for the assembly stage under the synergy of “material–structure–process”. In future research, our achievements can be aligned with standards such as IEC 61400 and directly applied to the design of bolted connection systems for new-generation wind power equipment, providing theoretical support for improving the reliability and safety of offshore wind power equipment.