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.

  • Proper Engine Fasteners
    Here are two different rod-bolt styles. The one on the left screws into the rod to secure the cap, whereas the one on the right secures the cap with nuts; this style works well for most street applications. To minimize friction, ARP recommends using its assembly lubricant on most threads prior to assembly.
    Here are two different rod-bolt styles. The one on the left screws into the rod to secure
  • Proper Engine Fasteners
    Rod bolts are best tightened using the stretch method. The rod bolt is first measured at its free (static) length. Then a stretch gauge is mounted with two pinpoint spots above and below the rod bolt. As the bolt is tightened, the amount of stretch that occurs is monitored on a dial indicator. This particular rod bolt is designed to stretch 0.0063 inch.
    Rod bolts are best tightened using the stretch method. The rod bolt is first measured at i

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

  • Proper Engine Fasteners
    The center of this performance rod bolt features an upper and lower (arrow) indentation to locate a stretch gauge called register points. Rod bolts are the most important fasteners in an engine because they secure the rotating assembly.
    The center of this performance rod bolt features an upper and lower (arrow) indentation to
  • Proper Engine Fasteners
    Sometimes tightening a rod bolt on a connecting rod isn't possible due to the amount of leverage available with a standard-length box-end wrench. This homebuilt tool is made from a box-end wrench welded to a socket and placed on a long breaker bar. Now tightening the rod bolt for the correct amount of stretch requires less muscle.
    Sometimes tightening a rod bolt on a connecting rod isn't possible due to the amount of le
  • Proper Engine Fasteners
    Digital torque wrenches that beep are cool but best used on fasteners that don't use a stretch gauge. This torque wrench would be better used on the studded main caps.
    Digital torque wrenches that beep are cool but best used on fasteners that don't use a str
  • Proper Engine Fasteners
    ARP tests rod bolts on special tightening and stretch testers before recommending a stretch length.
    ARP tests rod bolts on special tightening and stretch testers before recommending a stretc
  • Proper Engine Fasteners
    Whether you're installing head bolts or studs, the tapped hole must be clean to allow proper thread engagement and for accurate bolt torque readings. You'll want to clean the threads with a thread chaser (not a tap) and spray the hole with brake clean. Thread chasers only remove leftover debris from the threads and help clean each hole. Don't be tempted to use a tap instead, which removes metal from the block.
    Whether you're installing head bolts or studs, the tapped hole must be clean to allow prop
  • Proper Engine Fasteners
    Bolts or studs installed into water jackets require sealant (per manufacturer specs) to keep the threads from allowing coolant to leak into or out of the engine. For these applications, be sure to use the manufacturer-recommended sealant.
    Bolts or studs installed into water jackets require sealant (per manufacturer specs) to ke
  • Proper Engine Fasteners
    Tightening head bolts using the torque-angle method is common with factory fasteners and OE applications. With this procedure, the amount of stretch in a given bolt is predicted by measuring the degrees of a turn from the point where the bottom side of the bolt head touches the mating surface until it reaches its torque value. The bolts used for this type of tightening technique are typically not reusable.
    Tightening head bolts using the torque-angle method is common with factory fasteners and O
  • Proper Engine Fasteners
    This reel of steel shows how a rod bolt starts life when it first arrives at the manufacturing facility.
    This reel of steel shows how a rod bolt starts life when it first arrives at the manufactu
  • Proper Engine Fasteners
    At ARP, the threads are rolled after heat treating, to produce a beneficial compressive stress in the root of the thread. This counteracts the fluctuating tensile stresses that can lead to fatigue cracking. If heat treatment were to happen after rolling, the compressive stresses would be eliminated and it would reduce the fatigue resistance of the bolt. The bolts and studs are heat-treated for strength in this oven after they have been machined.
    At ARP, the threads are rolled after heat treating, to produce a beneficial compressive st
  • Proper Engine Fasteners
    Studs provide improved clamping and improved gasket alignment and are especially beneficial for race applications. For street-performance applications, studs generally make it difficult to remove cylinder heads (around the master cylinder) and other items. For street applications, a good set of performance cylinder head bolts usually works well.
    Studs provide improved clamping and improved gasket alignment and are especially beneficia
  • Proper Engine Fasteners
    When installing new fasteners where the stretch method will not work, the fastener should be tightened and loosened several times before final torque. The amount of tightening and releasing depends on the type of thread lubricant used.
    When installing new fasteners where the stretch method will not work, the fastener should
  • Proper Engine Fasteners
    Mr. Gasket also offers a wide selection of fasteners for intake manifolds, heads, oil pans, valve covers, flywheels, and carburetors. Plus you have the option of various coatings, like black oxide, silver zinc, zinc dichromate, and chrome.
    Mr. Gasket also offers a wide selection of fasteners for intake manifolds, heads, oil pans
  • Proper Engine Fasteners
    By far, one of the more trick items on the market is the Stage 8. Utilizing a patented clip, a locking retainer, and a GrooveLok bolt assembly, these specialized fasteners won't loosen up until you want them to, are available in both U.S. and metric sizes, and work great on headers and starters.
    By far, one of the more trick items on the market is the Stage 8. Utilizing a patented cli
SOURCE
ARP Automotive Racing Products
www.arp-bolts.com
Mr. GaSket
Milodon
2250 Agate Ct.
Simi Valley
CA  93065
805-577-5950
www.milodon.net
Stage 8