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Shou-Jun Chen

e-mail: csj19850112@yahoo.com.cn
Qi An
1
e-mail: anqi@ecust.edu.cn
School of Mechanical and Power Engineering,
East China University of Science and Technology,
130 Meilong Road,
Xuhui District,
Shanghai 200237, P. R. China
Yi Zhang
Wuxi Seamless Oil Pipe Co., Ltd.,
Wuxi 214028, P. R. China
Lian-Xin Gao
Qiang Li
e-mail: llqq0108@msn.cn
School of Mechanical and Power Engineering,
East China University of Science and Technology,
130 Meilong Road, Xuhui District,
Shanghai 200237, P. R. China
Loading Analysis on the Thread
Teeth in Cylindrical Pipe Thread
Connection
This paper presents a new analytical method that can calculate the load distribution on
the thread teeth in cylindrical pipe threaded connection. The new method was developed
by analyzing each male and female thread tooth from the connection on the basis of
elastic mechanics. By using this method, the load distribution on each thread tooth can
be calculated with the tightening torque and thread numbers. By applying the new
method on the sample of API 88.9 mm round threaded connection, the obtained results
show that the load on thread tooth mainly concentrates on the last four or ve threads
engaged. By using the nite element analysis method to the same sample validates the
new method. The new method proposed in this paper is practical and convenient because
it can be applied to calculate the load and deformation on each thread tooth just with
tightening torque and thread numbers, which is easier to implement in practice.
DOI: 10.1115/1.4000729
Keywords: cylindrical pipe threaded connection, analytical method, elastic mechanics,
load distribution, FEA method
1 Introduction
Failures occurring in threaded connections are the main conse-
quences leading to oil tubing and casing accidents. Surveys 13
show that 80% of thread failure occur at the joint of threaded
connections and highlight the joint as the weakest point in oil
tubing and casing. Improving the quality of threaded connections
will consequently have a positive effect on deep oil drilling
projects.
Previous references indicate that each thread tooth is under dif-
ferent load situation, which leads to the damage or destruction of
threaded connection. The research of load distribution on thread
tooth was analyzed in the last century in a lot of ne analytical,
experimental, and nite element analysis FEA papers. The rst
approach is developed on the basis of analytical method. The rst
analytical models were developed by Maduschka 4 and Sopwith
5 and enabled the designers to know the load distribution in
cylindrical screw threads. The results clearly show how more than
half of the total load induced by the make-up torque is carried by
the rst three or four threads engaged. Yazawa and Hongo 6
derived an expression for the distribution of load in the screw-
thread of a bolt-nut connection that was subjected not only to
axial forces but also simultaneously to tangential forces and bend-
ing moments. By using an extensometer on the outside of a nut,
Goodier 7 investigated the distribution of thread loads and de-
formations. He showed that the load distribution was governed by
a number of mechanisms: stretching of the bolt, compression in
the nut, bending of the threads, and circumferential stretching.
Wang and Marshek 8 developed a spring model to predict the
load distribution along the threaded portions of a bolt and nut
connection and a pipe threaded connection. Heywood 9 devel-
oped methods for calculating thread llet stress, joint efciency,
and load carrying capacity. He showed that determination and
manipulation of load distribution played an important role in com-
puting cyclic and static load capacity. The references mentioned
above have developed some calculation models but these are com-
paratively complicated and not convenient for application.
The second approach is developed on the basis of experimental
test. Yuan et al. 10 made a nonlinear nite element analysis in
API American Petroleum Institute round threaded connection
under make-up torque and axial tensile load. In their experimental
test, foil gauges were placed on the inner surface of the male
thread and the outer surface of the female thread along the axial
and circumferential direction. The results show that the operations
of make-up and break-out in oilelds have a strong impact on the
service life of oil tubing threaded connection. Kim et al. 11
made a twist compression test to investigate the galling in forming
galvanized advanced high strength steels. Placido 12 conducted
some experiments on full and reduced scale sample of aluminum
drill pipes under cyclic bending and constant tensile loads to in-
vestigate their fatigue mechanism. Stoeckly and Macke 13 de-
veloped a testing apparatus that actually measured the axial dis-
placement of the threads. They modied the Sopwith equations to
accommodate tapered screw-thread connections in order to com-
pare their experimental data with Sopwiths. They concluded that
the coefcient of friction between the lubricated bolt and nut has
little effect on the thread load distribution. However, these experi-
mental tests focus on limited aspects of threaded connection prob-
lems and these experimental methods are difcult for application
in practice.
The third approach to calculate the load distribution on thread
tooth is based on nite element method FEM. In the last few
decades, the nite element method has represented a powerful tool
used to evaluate both the load distribution and stress concentration
on a thread tooth simultaneously by taking the nonlinear behavior
of a material into consideration. OHara 14, for example, used
two-dimensional axisymmetric models of hypothetical thread pro-
1
Corresponding author
Contributed by the Pressure Vessel and Piping Division of ASME for publication
in the JOURNAL OF PRESSURE VESSEL TECHNOLOGY. Manuscript received April 6, 2009;
nal manuscript received November 18, 2009; published online May 4, 2010. Assoc.
Editor: Donald Mackenzie.
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les to compare his analysis with Heywoods. The thread projec-
tions were based on characteristic lengths and not on the dimen-
sions of the real components. There were indications of general
agreement with Heywoods equations, except for the root load.
Bretl and Cook 15 developed a unique nite element modeling
technique for threaded connections. Their numerical results for
conventional and tapered thread agreed well with theoretical and
experimental results in literature. Tafreshi and Dover 16 ana-
lyzed the threaded connections using FEM to obtain the location
of maximum stress concentration at the drilling string tool joint
under axial loading, pure torsion, and bending. Finally, they found
the most concentration of stress is under the action of axial load-
ing. They used node to node contact elements to model the contact
region between pin and box but contact stresses were not reported.
Macdonald and Deans 17 obtained SCFs stress concentration
factors and induced stresses at the threaded connection of drilling
string using an axisymmetric 2D model via the nite element
method. In this modeling, connection threaded area was modeled
as a set of parallel teeth. They found out that the location of high
local stresses is at the root of the rst engaged tooth in the pin and
the last engaged tooth in the box. Bahai 18 used a 2D nite
element modeling to calculate the SCFs for the case of API
threaded connectors used in drill string applications. The threaded
joint was subjected to preloading, axial loading, and bending
loads. Due to the nonlinear governing equation of materials and
the complex geometry structure being easily incorporated into the
FE model, FEM is usually adopted for stress analysis of threaded
connections.
However, most of the existing methods were developed on the
basis of Lame stress analysis and the conclusions could just cal-
culate the joint strength of threaded connections. These methods
could just analyze the deformation of male and female threads by
assuming them as a column and the load distribution on each
thread tooth is also treated as a concentrated load. These result in
the inaccuracy of calculation on the teeth loading in threaded con-
nection.
This paper applied the theory of elastic mechanics and estab-
lished a new analytical method, which was based on the actual
thread contact surface and can calculate the load distribution on
thread surface easily. This method makes a loading analysis on a
single thread tooth in round threaded connection. By applying this
proposed method on the sample of API 88.9 mm round threaded
connection and using the FEA method to verify the calculated
results, validates the analytical method proposed in this paper.
2 Model Development
2.1 Loading Analysis on Threaded Connection. The load
situation on threaded connection is complicated and it is difcult
to establish the mechanical model that can obtain the calculation
of deformation and load distribution on each thread tooth. In this
paper, the model was established by some assumptions. The ana-
lytical assumptions in this paper are as follows:
1 the thread deformation is in the range of elastic mechanics
2 do not consider the inuence of pitch angle
3 do not consider the bending deformation on each thread
tooth
4 the load distribution on each thread tooth is a uniform load
Figure 1 shows the schematic of round threaded connection.
When the male and female thread contact smoothly with each
other, there are no loads occurring on the thread tooth. If we still
screw the male thread after the male thread reach the last female
thread under the tightening torque T, the elastic deformation
n
will create on the last male and female thread tooth. When the
tightening torque is vanished, the counter force F
n
caused by the
deformation will have an effect on the last male thread tooth and
that result in the deformation of thread tooth shown in Fig. 2. In
this condition, the male thread is compressed and the female
thread is stretched.
2.2 Loading Analysis on Male Thread Teeth. The rst step
is to analyze the male thread as well as the load distribution on
each male thread tooth.
Figure 3 shows the loading analysis on each male thread tooth.
Figure 3a describes the loading on thread 1 and Fig. 3b shows
the loading on thread i 1. In Fig. 3c, the load on the last male
thread tooth consists of 1 the uniform load fz
n
from the female
thread to the contact surface, 2 the force F
n1
from the thread
n1, and 3 the force F
n
exerted by the right side. Except for the
thread 1, all the other threads have the similar force condition as
the last one shown in Fig. 3b. The thread 1 just has the uniform
load fz
1
and the force F
1
from the second male thread shown in
Fig. 3a.
According to this relation, we can obtain equations as follows:
F
n1
= F
n
fz
n

D d
2
F
n2
= F
n1
fz
n1

D d
2
F
i
= F
i+1
fz
i+1

D d
2
1
F
1
= F
2
fz
2

D d
2
F
1
= fz
1

D d
2
Now, take the single thread tooth into consideration and select the
last thread as the research object.
In Fig. 4, to the left side of male thread tooth, the force condi-
tion on thread tooth consists of 1 the uniform load fz
n
, 2 the
Fig. 1 The schematic of round threaded connection
Fig. 2 Load and deformation on last male thread tooth
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force F
n1
from the former thread, and 3 the force F
n
from the
right side.
The compound force of the uniform load fz
n
in the direction x
is
fz
n

x
cos
sin = fz
n
x tan
The deformation
n
in the location x should meet the equation as
follows:

n
x
=
F
n
fz
n
x tan

D
2
x tan
2

d
0
2

2

Then, the axial deformation in left side could be expressed as

n
=

0
Dd
2 tan
F
n
fz
n
x tan

D
2
x tan
2

d
0
2

2

dx 2
The loading analysis on the right side of male thread is shown
in Fig. 5 and the force F
n
caused by the deformation just exerts on
the right thread tooth. Like the left side of male thread tooth, in
the direction x, the deformation
n
on the right side of male thread
tooth is

n
=

0
Dd
2 tan
F
n

D
2
x tan
2

d
0
2

2

dx 3
According to Eqs. 2 and 3, the total deformation of the last
male thread tooth could be expressed as

n
+
n
=

0
Dd
2 tan
2F
n
fz
n
x tan

D
2
x tan
2

d
0
2

2

dx
=
1
tan

1
E
b

4F
n
+ D + d
0
fz
n

2d
0
In
d + d
0
D + d
0
+
4F
n
D d
0
fz
n

2d
0
In
d d
0
D d
0

4
By applying the same method and make the same analysis to
other threads, it could be found that the load distribution on other
threads is similar to the last one. So the load situation on each
male thread tooth can be obtained as follows:

n
+
n
=

0
Dd
2 tan
2F
n
fz
n
x tan

D
2
x tan
2

d
0
2

2

dx

n1
+
n1
=

0
Dd
2 tan
2F
n1
fz
n1
x tan

D
2
x tan
2

d
0
2

2

dx

i
+
i
=

0
Dd
2 tan
2F
i
fz
i
x tan

D
2
x tan
2

d
0
2

2

dx
Fig. 3 Loading analysis on each male thread tooth: a thread 1, b thread i-1, and c thread n
Fig. 4 Loading analysis on the left side of last male thread
tooth
Fig. 5 Loading analysis on the right side of last male thread
tooth
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1
+
1
=

0
Dd
2 tan
2F
1
fz
1
x tan

D
2
x tan
2

d
0
2

2

dx
According to the derivation above, the total axial deformation of male thread teeth could be expressed as
=
n
+
n
+
n1
+
n1
+ +
i
+
i
+ +
1
+
1

0
Dd
2 tan
2F
n
+ F
n1
+ + F
i
+ + F
1
fz
n
+ fz
n1
+ + fz
i
+ + fz
1
x tan
E
b

D
2
x tan
2

d
0
2

2

dx 5
2.3 Loading Analysis on Female Thread Teeth. In Fig. 6a,
we consider the load on the last female thread tooth and the force
F
n
exerts on the single female thread tooth. By apply the same
analytical method, the load situation on the left side is shown in
Fig. 6b and the right side is shown in Fig. 6c.
As the left side on female thread tooth, in the direction x, the
deformation
n
on the left side of female thread tooth is

n
=

0
Dd
2 tan
F
n
fz
n
x tan

D
0
2

2

D
2
x tan
2

dx 6
As the right side of female thread tooth in the direction x, the
deformation
n
on the right side of female thread tooth is

n
=

0
Dd
2 tan
F
n

D
0
2

2

D
2
x tan
2

dx 7
Then, according to Eqs. 6 and 7, the total deformation of
nal female thread tooth could be expressed as

n
+
n
=

0
Dd
2 tan
2F
n
fz
n
x tan

D
0
2

2

D
2
x tan
2

dx
=
1
tan

1
E
n

4F
n
+ D
0
+ Dfz
n

2D
0
In
D
0
+ d
D
0
+ D
+
4F
n
+ D
0
Dfz
n

2D
0
In
D
0
d
D
0
D

8
The load situation on each female thread tooth could be ex-
pressed as follows:

n
+
n
=

0
Dd
2 tan
2F
n
fz
n
x tan

D
0
2

2

D
2
x tan
2

dx

n1
+
n1
=

0
Dd
2 tan
2F
n1
fz
n1
x tan

D
0
2

2

D
2
x tan
2

dx

i
+
i
=

0
Dd
2 tan
2F
i
fz
i
x tan

D
0
2

2

D
2
x tan
2

dx

1
+
1
=

0
Dd
2 tan
2F
1
fz
1
x tan

D
0
2

2

D
2
x tan
2

dx
where the force F
n
is the function in Eq. 1.
So according to the analysis above, the total axial deformation
of female thread teeth could be expressed as
Fig. 6 Loading analysis on last female thread tooth: a thread n, b the left side, and c the right side
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=
n
+
n
+
n1
+
n1
+ +
i
+
i
+ +
1
+
1

0
Dd
2 tan
2F
n
+ F
n1
+ + F
i
+ + F
1
fz
n
+ fz
n1
+ + fz
i
+ + fz
1
x tan
E
n

D
0
2

2

D
2
x tan
2

dx 9
2.4 Derivation of Deformation and Covariant Equation. Consider that the total deformation of male thread tooth is equal to the
one of female thread, we can nd the deformation and covariant equation about male and female threads

n
+
n
=
n
+
n

1
E
b

4F
n
In
d d
0
D + d
0

D d
0
d + d
0

2d
0

1
E
b
fz
n

D + d
0
In
d + d
0
D + d
0
D d
0
In
d d
0
D d
0

2d
0
=
1
E
n

4F
n
In
D
0
dD
0
+ D
D
0
DD
0
+ d
2D
0
+
1
E
n

fz
n

D
0
+ DIn
D
0
+ d
D
0
+ D
+ D
0
DIn
D
0
d
D
0
D

2D
0
By simplication, it becomes
fz
n
= kF
n
10
where
k =

E
n
E
b

D
0
d
0
In
d d
0
D + d
0

D d
0
d + d
0

4In
D
0
dD
0
+ D
D
0
DD
0
+ d
E
n
E
b

D
0
d
0

D + d
0
In
d + d
0
D + d
0
D d
0
In
d d
0
D d
0

+ D
0
+ DIn
D
0
+ d
D
0
+ D
D
0
DIn
D
0
d
D
0
D
Equation 10 shows the linear relation of uniform load fz
n

and F
n
.
2.5 Relation Between Load on Thread Tooth and Tighten-
ing Torque. According to the calculating method on frictional
torque, the torque on each thread tooth could be expressed as
T
n
= fz
n

x
cos

d
2
+ x tan
T
n
=

0
Dd
2 tan
fz
n

cos

d
2
+ x tan dx
So the total frictional torque in thread connection is
T =

i=1
n
fz
i

0
Dd
2 tan
1
cos

d
2
+ x tan dx
=

i=1
n
fz
i


8 sin
D
2
d
2
11
Let
k
1
=
1
8 sin
D
2
d
2

Then Eq. 11 could be transferred as


T = k
1

i=1
n
fz
i
12
In Eq. 1, we can nd
F
n
= fz
1
+ fz
2
+ fz
3
+ + fz
n

D d
2
=
T
k
1

D d
2
13
By combining Eqs. 1 and 12, we can obtain
fz
n
= kF
n
=
kT
k
1

D d
2
14
The load on any thread tooth could be expressed as
F
i
= 1 k
D d
2
F
i+1
= 1 k
D d
2

ni
F
n
= 1 k
D d
2

ni
D d
2

T
k
1
15
Then, the uniform load on each thread tooth is
fz
n1
=
kT
k
1

D d
2
1 k
D d
2

fz
n2
=
kT
k
1

D d
2
1 k
D d
2

2
fz
n3
=
kT
k
1

D d
2
1 k
D d
2

3
16
fz
i
=
kT
k
1

D d
2
1 k
D d
2

ni
fz
2
=
kT
k
1

D d
2
1 k
D d
2

n2
fz
1
=
kT
k
1

D d
2
1 k
D d
2

n1
In Eq. 16, it can be found that by the application of the tight-
ening torque, the load on the last thread tooth is higher than any
other teeth and the load on the other teeth will decrease along the
axial direction.
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3 Calculating Example
3.1 Analytical Method. We choose the sample of API 88.9
mm round threaded connection and the geometric parameters are
listed in Table 1.
By using Eq. 10, it can obtain that
k = 171.32, k
1
= 1.1495 10
4
In accordance with the calculation of Eq. 16, the results ob-
tained by the new method proposed in this paper are shown in Fig.
7.
Figure 7 shows that by using the analytical method proposed in
this paper, the load on thread tooth increases with the increase in
thread number and mainly concentrates on the last four or ve
threads engaged. Especially on the last two or three threads, the
load on the thread tooth changes rapidly. This phenomenon is
similar to the practical situation in threaded connection. It indi-
cates that the new model proposed in this paper is reasonable.
3.2 Finite Element Method. In order to validate the calcula-
tion of new analytical method proposed in this paper, we analyze
the same sample with the nite element software ANSYS 10.0.
Figure 8 shows the nite element model of API 88.9 mm round
threaded connection.
The nite element model with elastic contact threaded surfaces
was created in ANSYS. We cut the mesh area into several indi-
vidual parts along each thread tooth. Figure 9 shows the schematic
of nite element model after cutting. The element type we se-
lected for this analysis is Quad 8node-82, which means an eight-
node quadrilateral element. Figures 10 and 11 show the mesh on
the whole model and the teeth edges. Because of nonlinear nature
of this contact problem, static analysis has been chosen to solve
the problem. The boundary conditions used in this analysis are
clamping the end of female thread and application of an equiva-
lent axial load on the opposite of male thread end.
The tightening torque T is rst transferred into the equivalent
axial load F using Eq. 17 then the boundary conditions are set
and the load that is exerted on the male thread is dened. By using
ANSYS, we can obtain the stress distribution on the thread teeth
shown in Fig. 12.
T = FD
tan +
2
17
Figure 12 shows the stress distribution on each contact thread
tooth. In Fig. 12, we can nd that the load on thread tooth mainly
concentrates on the last four or ve threads engaged. This phe-
nomenon is identical to the results obtained by analytical method
proposed in this paper.
3.3 Comparison and Discussion. Before making a compari-
son between the solutions of new analytical method and nite
element method, we must rst transfer the load distribution on
each thread tooth into mean contact stress. By using Eq. 18, we
can obtain the mean contact stress on each thread tooth.

n
=
fz
n
L
A
18
Table 1 Geometric parameters of API 88.9 mm round threaded
connection
T
N m
D
0
mm
D
mm
d
0
mm
d
mm n
10,296 108 89.5318 69.89 84.9786 18 0.2
Fig. 7 Load distribution on thread tooth by the new method
proposed in this paper
Fig. 8 Finite element model of API 88.9 mm round threaded
connection
Fig. 9 The schematic of nite element model after cutting
Fig. 10 Mesh on the nite element model
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Figure 13 shows the comparison of mean contact stresses ob-
tained by analytical method and the nite element method. We can
nd that the maximum and minimum values obtained by the new
analytical method are close to the ones of FEA method and the
obtained two curves are identical in trend. Although there is a
discrepancy in the middle region, the shapes of the two curves are
similar and this discrepancy may be attributed to the analytical
model assumptions. The analytical method proposed in this paper
could calculate the load distribution just with the tightening torque
and thread numbers without considering all the inuence factors
such as pitch angle, friction coefcient and so on. But in FEA
method, all these important factors have been included. In practi-
cal situation, if we got the essential parameters and apply the
analytical method proposed in this paper, it is convenient to cal-
culate the load distribution on thread tooth in threaded connection.
4 Conclusions
1 In this paper, we proposed a new analytical method for
analyzing the connection of male and female thread and
established a new analytical model, which presents the re-
lation between load distribution, tightening torque, and
thread number.
2 The method proposed in this paper is convenient for appli-
cation since it can be used to calculate the load and defor-
mation on each thread tooth just with tightening torque and
thread numbers.
3 By the comparison of the solutions of a specic sample
between the proposed analytical method and FEA method,
it could be found that the load mainly concentrates on the
last four or ve threads engaged. The results obtained by
the two methods are identical, which means the new
method proposed in this paper is reasonable.
Acknowledgment
The author wishes to thank Professor Lian-Xin Gao and Yi
Zhang for their help in this paper and the nancial support of
Wuxi Seamless Oil Pipe Co., Ltd.
Nomenclature
T tightening torque
T
n
frictional torque on nth tooth
total axial deformation on male thread tooth

n
axial deformation on the left side of male
thread tooth

n
axial deformation on the right side of male
thread tooth
total axial deformation on female thread tooth

n
axial deformation on the left side of female
thread tooth
Fig. 11 Rened mesh at teeth edges: a middle region and b end region
Fig. 12 Stress distribution on the thread teeth in ANSYS
Fig. 13 Mean contact stress obtained by analytical method
and nite element method
Journal of Pressure Vessel Technology JUNE 2010, Vol. 132 / 031202-7
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n
axial deformation on the right side of female
thread tooth
F
n
force caused by axial deformation on nth tooth
F
i
force on ith tooth
F
1
force on rst tooth
fz
n
uniform load on nth tooth
fz
i
uniform load on ith tooth
fz
1
uniform load on rst tooth
D outer diameter of male thread
D
0
outer diameter of female thread at hand-tight
plane
d inner diameter of male thread at hand-tight
plane
d
0
inner diameter of cylindrical pipe
n thread number
friction coefcient
pitch angle
tooth shape angle
equivalent frictional angle

n
mean contact stress on nth tooth
L length of thread tooth
A area of contact thread surface
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