The Torque Angle Method
Since the amount that a bolt or nut advances per degree of rotation is determined by the thread pitch, it would appear that the amount of stretch in a given bolt or stud can be accurately predicted by measuring the degrees of turn from the point where the underside of the bolt head or nut face contacts the work surface. Termed the “torque angle” method, this procedure has long been the standard of civil engineering. It has been suggested that torque angle is a relatively simple and valid procedure to use in our “blind” installations – where it is not possible to physically measure the actual bolt stretch.
ARP has conducted extensive evaluations of the torque angle method. We have concluded that, for our purposes, it is suitable only when individually calibrated for each installation.
Simple calculation of bolt stretch based on thread pitch is not accurate. No material is incompressible. When a bolt or a stud is preloaded or stretched, the components being clamped compress to some small extent. When we are looking for bolt stretch of only a few thousandths of an inch, the amount of clamped material compression becomes a very real factor.
Our investigation has proven that installed stretch is dependent, not only on the pitch of the thread and the degree of rotation, but also on the amount of compression of the clamped components, the length of the male fastener, the amount of engaged thread, the type of lubrication and the number of times that the fastener has been cycled.
For example, for the same degree of rotation, the actual amount of bolt stretch will be critically different between an aluminum cylinder head and a cast iron cylinder head – or a steel main cap on an aluminum block and a steel main cap on a cast iron block.
Further, there is a significant difference between the long and short cylinder head bolts or studs on the same head. The torque angle method can be accurate – but only if each individual installation has been previously calibrated by direct measurement of bolt stretch. When using the torque angle method, it is best to begin rotation from some small measured torque – no more than ten lb./ft. – rather than the first point of contact with the work face. To achieve accuracy it is also best to cycle the fasteners five times before either calibrating or installing.