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Best Practices for Fastener Installation

Blake Marciszewski

Blake Marciszewski

Metric Bolt is a family run company with an inventory of military fasteners.

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Fasteners, while small and seemingly insignificant, are key players in the structural integrity of many products and buildings. Their proper installation is crucial for the safe and efficient operation of a wide range of applications, from electronics and appliances to automobiles and aerospace. 

This blog will guide you through the best practices for fastener installation to ensure optimal performance and safety.

Types of Fasteners

Fasteners come in a plethora of types, shapes, threads and sizes, each designed for a specific function. 

Nuts, bolts, and screws are common types, and their installation requires special attention. 

For nuts and bolts, proper thread engagement, selection of the correct size and grade, and adherence to torque specifications are crucial. 

In the case of screws, ensure you’re choosing the right type and size, and pre-drill pilot holes to prevent splitting of the material and avoid over-tightening, which can strip threads or damage the material.

Pre-Installation Preparation

Proper preparation of surfaces before fastener installation is essential. 

This involves cleaning the surfaces and removing any debris, ensuring they are flat and even. 

Gathering the necessary tools, such as screwdrivers, wrenches, or other specific tools, as well as lubricants or adhesives if needed, is equally important.

Fastener Installation Process

Ensure that all components are correctly positioned before you start the installation process. 

Use guides or templates if available. 

Initially, fasteners should be hand-tightened to a snug fit without excessive force, before final tightening. This helps to check for any misalignment or binding.

Torque and Tension

Torque and tension are two fundamental concepts in the field of fastener installation that work hand in hand to ensure a secure connection. An understanding of their relationship can greatly enhance the effectiveness and longevity of the installed fasteners.

Understanding Torque and Tension

  • Torque as a measure of rotational force – Torque is a measure of the force required to rotate an object around an axis or pivot, in our case, the fastener. It’s typically measured in Newton meters (Nm) or foot-pounds (ft-lbs). The torque applied during installation helps to stretch the fastener, creating tension.
  • Tension as the stretching force on the fastener – Tension is the axial force applied to the fastener, essentially the stretch or elongation the fastener undergoes when tightened. When sufficient tension is applied, the fastener can grip the joined materials securely and resist forces that aim to pull them apart.
The Relationship Between Torque and Tension

The relationship between torque and tension is vital because the amount of tension created in a fastener when tightening is directly related to the amount of torque applied. 

However, this relationship isn’t linear due to variables such as friction. Approximately 90% of the torque applied is used to overcome friction, while only about 10% contributes to the actual tension in the fastener.

Inspections and Testing

After installation, conduct a visual inspection to check for any visible defects or misalignments and verify the fastener’s security. 

If required, perform load testing by applying controlled loads to ensure stability, and watch for any signs of failure.


While careful installation can minimize issues, problems can still occur. Here’s a quick guide on troubleshooting common fastener installation issues:

  • Stripped or damaged threads – Often recognized when a fastener won’t tighten or loosen, the fix usually involves a thread repair tool or even component replacement in severe cases.
  • Loose or overtightened fasteners – Loose fasteners often result in unstable connections, and simple retightening may suffice. Persistently loose fasteners may require a thread-locking compound or a lock washer. Overtightened fasteners, which can lead to breakage or deformity, may need replacement. Using a torque wrench in future installations can prevent overtightening.
  • Misaligned components – If components aren’t fitting smoothly, you may need to loosen fasteners, reposition the components, and retighten the fasteners. Sometimes, a shim or similar tool can help with alignment.
  • Fasteners not holding – If joints keep coming loose, verify that you’re using the right fastener and the material is suitable. If so, check the hole size. Incorrect hole size can lead to a poor grip. The solution could range from resizing the hole to changing the fastener type or the material being fastened.
Maintenance and Periodic Checks

Regular maintenance is key to preventing fastener failure and extending its lifespan. This includes periodic inspections and retightening, checking for any signs of degradation and retorquing if necessary.

Best Practices for Fastener Installation

Proper installation of fasteners is a critical component in maintaining the structural integrity of various applications. It requires understanding the different types of fasteners, meticulous pre-installation preparation, careful installation, and regular maintenance. 

If unsure, always seek professional help to avoid compromising safety and efficiency. Remember, a tiny fastener can make a huge difference.

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