Proper Engine Fasteners - Keep It Tight!

Properly Selecting & Installing Engine Fasteners

Bob Mehlhoff Sep 28, 2007 0 Comment(s)

When your foot is blue and your motor is reaching for the moon, we know what you're thinking: It's a good thing this engine's rock solid. At least we hope that's true. And as important as good-quality engine fasteners are for today's performance engines, proper installationis equally critical. Make a mistake here by installing a mediocre bolt or overtightening it and all of your hard work, cool parts, and budget may take a hit.

There are many aspects of selecting and installing engine fasteners the right way, including proper torque and bolt stretch where applicable. Your engine is packed with a variety of head bolts, intake manifold bolts, main cap bolts, rod bolts, and more. By selecting the best fasteners for your application and installing them the right way, you can run your motor hard for years to come. Follow along as we explain how and why.

Make it Strong
In the world of mundane engines and humdrum performance, standard-issue engine hardware in good condition works reasonably well. In the world of high-performance street or full-race setups, much greater demands are placed on engine fasteners as power levels and engine speeds are increased. Of all the fasteners in your engine, the rod bolts are the most critical because they are the most stressed from a reciprocating load. Rod bolts must withstand all the dynamic force caused by the moving piston and connecting rod.

Constructing a rod bolt that will provide outstanding reliability starts with determining the load it will carry. This is accomplished by calculating the dynamic force generated by the moving piston and rod, which is dependent on a portion of the weight of the reciprocating parts and the engine speed. This dynamic force is at its maximum value at TDC and BDC.

The reciprocating load, however, is not the only cause of stress on a rod bolt. A secondary effect arises due to the flexibility of the big end of the connecting rod. This also causes flexing at the bolted joint, and as engine speed increases so does the flexing. This load additionally works to stretch the rod bolts. With varying tension loads and the flexing of the bolts, rod bolts must be able to apply a clamping force greater than the load placed on the connecting rod's big end. With this information collected, a safety factor can be calculated for the level of stress the particular rod bolt (properly installed) will endure.

On With It
Engine bolts require a specified tension to install. Three methods are used to determine how much tension is placed on a fastener: torque wrench, stretch gauge, and torque angle. Of these three, the stretch gauge is the most accurate, but not always a possibility due to physical constraints. The best way to install and tighten rod bolts is by preloading the bolt to meet the manufacturer's stretch value. If a rod bolt is tightened using the torque method, there may exist too little or too much clamping force.

Remember to Yield
Because a rod bolt or other engine fastener must give and take to a degree, it acts much like a spring when correctly selected and installed. Just as a spring can be overstretched, a rod bolt can permanently deform if installed or tightened incorrectly. The point at which a bolt will overstretch and deform is called the yield strength. Most performance-bolt manufacturers, like ARP, provide torque and stretch values equal to 75 percent of the fastener's yield strength. So when a particular bolt is tightened to spec, it still has another 25 percent of stretch to its yield strength. This allows the fastener to rebound and maintain a clamping load. For a rod bolt, the 25 percent remaining yield strength allows it to withstand added loads at high rpm. If the fastener length exceeds the yield strength, it is ruined and must be replaced.

Stretch First
Before tightening any new fastener (where the stretch method cannot be used), it's important to tighten and loosen five times. This is because the existing friction is at its highest value when a new fastener is first tightened. Each successive time the fastener is torqued and loosened, the value gets smaller, until finally the friction levels out and becomes constant. The number of cycles required is dependent upon the lubricant used. Generally, ARP lubricants require five cycles before tightening.

Get Clean & Greasy
Properly cleaning and lubing a rod bolt before tightening is also very important. As an example, a dry, nonlubed bolt may require 95 ft-lb of the applied torque to overcome friction during tightening. But before you just spray your favorite engine oil on your rod bolts, check with the bolt's manufacturer. Studies have shown that typical engine oil versus a bolt manufacturer's lubricant will produce a difference in the amount of torque needed to meet the desired stretch, because the friction coefficients of the lubricants vary considerably. Most bolt and stud manufacturers offer lubricants that have been tested to provide the recommended tightening values.

As a fastener is torqued in place, it has to overcome the friction between the threads and the component being secured. The remaining torque is what applies the tension (or stretch) that keeps the fastener from loosening (clamp load).

Using a Torque Wrench
For many applications, such as cylinder head bolts, nuts, and main cap studs or bolts, torque wrenches work fine. But a torque wrench only measures the friction encountered, not the stretch of the fastener. This can become a problem because the results vary and are hard to control. By using the stretch method where possible (as with rod bolts), the preload is controlled and independent of friction.

Bolts or Studs?
Should you use bolts or studs? It depends on the application, but for many high-performance engines, studs provide more accurate and consistent torque loading. This is because when bolts are used to hold an engine component, the fastener is actually being twisted as it's being torqued to the proper value. Therefore, the bolt is reacting to two forces at the same time.

When installing studs, remember that they should be installed hand-tight and never forced in tightly with a tool or jam nuts. This way, as torque is applied to the nut (to clamp down the component), the stud will only stretch on the vertical axis. Another benefit of studs is that there is less force applied to the block threads, which adds to block life. CHP

Sources

Mr. Gasket
216-688-8300
http://www.mr-gasket.com
Stage 8
San Rafael, CA 94901
800-843-7836
http://www.stage8.com
Milodon
Simi Valley, CA 93065
805-577-5950
www.milodon.net
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