5 Must-Have Features in a broken thread
Three Ways to Fix a Damaged Thread | Insert Tech 101
Strippers can be expensive. Stop thinking rap stars, lap dances and sports celebrities. We are talking about a “stripper” in terms of a hole that has had its threads stripped out or damaged. In addition to being expensive to repair, strippers also require a great deal of time and usually evoke a great deal of frustration. Fortunately, understanding the history of the materials being threaded along with the science of inserts can help you avoid encountering a stripper or, at least, be prepared to select the correct parts to repair a stripper. Done right, you’ll never have a thread failure in the same hole again.
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Text and Photos by Michael Ferrara // Illustrations by Paul Laguette
DSPORT Issue #166
Hard Times
Forty years ago, the world was a harder place. Your grandparents weren’t lying to you. Cast-iron alloys and steels were the basic building blocks for just about anything. On the automotive side, grey cast iron was the “go-to” material for engine blocks, cylinder heads, manifolds, housings and heavy brackets. Steel was the material of choice for smaller brackets, fasteners and the frame and body of the vehicle. While the mechanical properties (strength, stiffness, impact and corrosion resistance) varies immensely across different grey cast iron and steel alloys, they all have one thing in common. For the most part, these materials, when used on components that have threaded holes, are all on the “hard” side with Brinell Hardness ratings (HB) in the 150 to 300 range (tool steels can get up to 900 on this scale). Being hard in nature, grey cast iron and steel will tend to have exceptional thread strength and thread retention capabilities as long as these materials are protected from corrosion. When thread damage does occur in cast iron and steel, the most common practice is to drill out the existing threads and tap the hole to accept a larger fastener. In many cases, this solves the problem. When the same size fastener must be used, an insert can be installed to save the day.
Going Soft
Today, it’s not just “emo” millennials that are softer. We live in a softer world. The materials that have replaced grey cast iron and steel are relatively so . The world has moved from the Steel Age to the Aluminum Age. Pure aluminum will only hit 15 on the HB scale, whereas aluminum alloys can range in hardness from 20-to-150. The aluminum alloys used on most of the sand cast components in a vehicle are typically in the 45-to-65 range in terms of hardness. The highest hardness cast-aluminum alloys are used in block and cylinder heads. These will typically have a range of hardness from 75-to-85, about the same as -T6. Only -T6 aluminum alloy has a hardness of 150 which is on par with grey cast iron.
Hard Bolt Meets Soft Threads
While the materials where threads live have become softer, the materials used for fasteners have in many cases become harder. In fact, some of the super-alloys used in high-performance head studs and rod bolts have hardness levels approaching that of tap (every try to drill out a broken tap?). As a result, it’s no surprise that strippers are more common than ever before. Since most of the threads on today’s vehicles are made of materials with just one-third to one-half the hardness of grey cast iron, it’s no wonder that more threaded holes experience thread damage than ever before.
It’s been said, “If a threaded hole in a softer metal uses a fastener that is installed and removed on a regular basis, a harder-material insert is a must.” Unfortunately, the cost and time involved with installing inserts at an OEM level means that it will never happen on a large scale. There may be a few key, high-stress locations in an engine block or suspension component, but 99 percent of all the threaded holes will not come from the factory reinforced with an insert.
The Solution
If every single aluminum component in the world could be manufactured from -T6 aluminum alloy (which has equal hardness to typical grey cast iron alloys), the number of strippers in the world could be brought back down to the Steel Age numbers. Due to the high-cost of this material and the need to cast certain parts, this will never happen. Instead, the solution for stripped threads are inserts.
Insert Tech 101
Thread-repair inserts come in a variety of materials and in a myriad of designs from domestic and overseas manufacturers. Timed thread body inserts, wire coil inserts and keyed inserted make up the three major families of thread inserts you’ll likely encounter. Each design has its merits and may be superior to another based on budget, installation time, maximum O.D. permitted and the necessary strength of the repair or upgrade. So which type of insert is best? It all depends on the grading criteria and the application. Here’s an overview of the three main types in order of popularity.
HeliCoil Helical Coiled Wire Inserts
Band-Aid is a brand synonymous with bandages, while Heli-Coil is a brand synonymous with thread repair inserts. Encounter a stripper and the solution is often touted as ,”just HeliCoil it.” HeliCoil and the similar designs inspired by this design are available from a number of other companies. It’s the thread-repair solution most likely to be found at local auto parts stores.
HeliCoils were originally made from square, stainless-steel wire wound so that the wire had a diamond profile that would fit into the repair threads. When installed into the larger repair threads, the wire forms a set of threads engineered to meet the original dimension of the stripped-out hole. The repair threads for the HeliCoil insert are made by using a Screw Thread Insert or S.T.I. tap. This is the same type of tap used for some other inserts. An S.T.I. tap uses a simple but somewhat misleading naming convention. An S.T.I. tap is actually about 14 percent larger in diameter than a standard tap of the same designation (M10x1.25 versus M10x1.25-S.T.I.).
Here’s how it works for an M10x1.25 thread repair. First, you would drill the hole with a 10.25mm drill (a standard M10x1.25 thread would use a much smaller 8.75mm drill). Then you would use an M10x1.25-S.T.I. tap. This S.T.I. version of the tap will have a major diameter of up to 11.787mm, whereas a standard M10x1.25 tap is about 1.5mm less in diameter. Once the hole has been drilled, tapped and cleaned for the repair insert, the HeliCoil insert is screwed into place with the installation tool. Once the insert is located in the general vicinity of the desired location, the tab is broken off to secure the insert in place.
In addition to being the most popular and readily available thread insert, HeliCoils also require the minimum amount of oversizing to the hole (same as TIME-SERT), provide a corrosion resistant thread material, and deliver the least expensive solution (about the half the cost per insert compared to TIME-SERT and just one-fifth to one-twenty-fifth the cost of Keenserts). On non-blind, through-holes, HeliCoils can also be installed from the backside of the hole making it the only solution in some situations.
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While HeliCoils may be one of the better choices for repairs that are not under extreme stress, strains and vibrations, it does have its shortcomings. First, since the insert is not a single continuous piece, installation can sometimes be slightly challenging compared to solid-body inserts. In addition, the discontinuous nature of the insert means that using an anaerobic thread locker means that both the insert and the fastener screwed into the insert are both going to get the thread locking compound whether that’s your intention or not. When a repair is being made on the vehicle, special attention must also be exercised to ensure that the locking tang doesn’t become a foreign object that falls into a critical area. Finally, the strength of a HeliCoil repair has been demonstrated to be less than a solid body insert. We hope to test a number of different thread repair insert designs in the future to give this a more definite number.
TIME-SERT Timed Solid Body Insert
While not as well known to the mainstream, TIME-SERT and the family of solid body inserts are many mechanics number one choice for thread repairs in high-preload fastener applications. This solid body thread repair solution uses a solid carbon steel or stainless-steel continuous insert that has the outside and inside threads in sync or (in time) with each other. By keeping the threads lined up on the inside and outside of the insert, the cross-sectional-area or wall thickness can remain consistent. The result is the ability to maximize strength for a given outside diameter of insert.
TIME-SERTs utilize the same drill and tap requirements as HeliCoils, as both use S.T.I. taps. Installation is similar, but there are a few key differences due to the difference in design. First, TIME-SERTs use an oversized locating flange on the top end of the insert. Hence a combination drill/counter-boring tool or a drill and separate counterbore must be used. This flange allows the thread to be repeatably located or positioned at a specific location (something that cannot be accomplished with a HeliCoil or Keenserts). Second, there is no tang for locking. TIME-SERTs use a special tool to lock the bottom threads into the threaded repair hole. Since TIME-SERTs are a solid body, thread locking compounds can be used on the inserts outer threads for additional strength without it affecting the inside threads and fastener.
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While TIME-SERTs offer advantages over other thread repair insert designs, it also has a few drawbacks. First, it’s about twice the price of a HeliCoil per insert. Second, it must be installed directionally, as its flanged-design requires the non-flanged side to be threaded in first. On through holes, it can be used by installing it from either side. On blind holes that are not deep enough to provide enough room for threads and the flange, the flange side can be milled or filed off al later. However, if there were only one design of insert that we’d have access to for all thread repairs, we’d probably select TIME-SERTs. TIME-SERTs deliver the highest strength with the least amount of intrusiveness with regard to the size of the repair threads versus the original threads.
Keenserts Keyed Threaded Body Repair Inserts
Keenserts are very thick-walled, solid body thread repair inserts with retaining keys. While a Keensert looks to be very similar in design to a TIME-SERT, there are major differences. While both are solid body designs that are flanged (requiring counterboring for installation), Keenserts do not have the inner and outer threads “timed” with each other. In fact, a Keensert may have an outer thread with an entirely different thread pitch than the inner. Unlike thread-repair inserts that require S.T.I. taps, Keenserts utilize standard taps that are two steps larger than the original threaded hole. This means that an M14x1.5 tap would be used for a M10x1.25 thread repair insert. As such, the amount of material that must be drilled out and the size of the tap are both considerably larger than what is required for a HeliCoil or TIME-SERT repair.
For an M10x1.25 thread repair with a Keensert, a 12.5mm drill would be used for the M14x1.5 tap. The M14x1.5 tap would have a major diameter up to 14.4mm (an M10 repair with an S.T.I. tap would only have a 11.787mm major diameter). That’s a much bigger hole which can be beneficial in some application where severe corrosion is prevalent in the original threads. The Keensert would then be threaded into the drilled, tapped and cleaned hole with the Keensert installation tool. Thread locking compounds can be used due to its solid body design. Once set in position, the installation tool is then used to drive in the four key stakes into position. This provides the ultimate mechanical locking of the insert in place. Hence, this design sports exceptional resistance to vibration.
Now the downside. The massive outside diameter of the insert makes it unviable in applications where the material around the original threaded hole is limited, such as any “thin-wall” castings. Second, the cost for a standard-steel Keensert is about 4.5 times that of a HeliCoil and more than double the cost of a TIME-SERT. If you want a stainless-steel Keensert, the cost goes through the roof being about 25 times the cost of a HeliCoil.
BIG-SERT Thread Repair Insert
For applications that will benefit from a large-diameter insert or when you are replacing a standard TIME-SERT, TIME-SERT offers a line of oversized BIG-SERTs that are thicker wall and use an oversized S.T.I. tap. For example, an M12x1.25 S.T.I. tap would be used on an M10x1.25 BIG-SERT insert.
The Bottom Line
HeliCoil, TIME-SERT, Keensert or BIG-SERT? We’ve had the opportunity to use all three designs in real-world conditions. So which type of insert is best? The reality is that it all depends on the application and quality of the installation. We’ve never had any of these inserts fail on us. Are we lucky? Not really. Simply having the knowledge of the strengths and limitations of each design will allow you to select the right insert for the job. If you are not sure, call the manufacturer and ask.
How to remove a broken bolt and repair damaged threads
Few things disturb us more than the bewilderment of a broken bolt or seized pipe plug in a casting. You're at a loss for how to get the darned thing out. This is when you have to slow down and come up with the best approach for how to get it out without further damaging the casting.
What makes bolts fail? Bolts and screws break off because there's a weakness in the fastener or corrosion has caused the fastener to seize in the casting. When you're working with steel fasteners or iron pipe plugs in aluminum castings, the root cause of trouble most of the time is dissimilar metal corrosion (galvanic corrosion). Galvanic corrosion is where two very different metals develop an unpleasant attitude with each other. This is why it is important to lube bolt and pipe plug threads during assembly to prevent future trouble.
What causes galvanic corrosion in fasteners, plugs and castings? If conditions are dry you're less likely to experience galvanic corrosion. When conditions become wet, civility between dissimilar metals goes off the rails. Fluids such as water and acid serve as electrolytes to create an electrochemical reaction between dissimilar metals. Salty air is another culprit and highly corrosive. Electrons begin their journey from one metal to the other and metals begin to breakdown. When a fastener and casting have been secured together for years and exposed to the elements, failure of the fastener is inevitable.
There're also stress issues that go with fasteners because they're under considerable tension for a long period of time. Stress corrosion comes from exposure to the atmosphere, loading, tension and cyclic fatigue. Engine, driveline and chassis components are subjected to extreme loads and the resulting cyclic fatigue. This is another reason why bolts and screws fail and break off. Engine fasteners, as a prime example, experience a tremendous amount of stress and heat cycling. And this is why they're prone to failure in some applications.
There's always much we can do to prevent fastener failure by conducting proper installation to begin with. Bolt threads should be lubricated during installation to reduce stress and achieve an accurate torque reading. ARP bolt lubricant should always be used when you're installing fasteners because it yields a proper torque reading without stressing the fastener.
Bolt, screw and plug extraction need not be difficult if you're patient and think the process through. If the fastener or plug cannot be driven out with a punch or chisel, you will have to drill it out in phases until it can be removed with an extractor. Sometimes heat has to be applied to the area around the fastener or plug, which causes the area to expand and loosen up. Soaking the area with penetrating lubricant days ahead of time offers some hope, and reduces the likelihood of failure.
Thread Repair
What happens when a broken bolt or screw extraction turns into threads damaged beyond repair? Damaged threads can sometimes be chased and cleaned up with a thread chaser or tap. When they're damaged so badly they cannot be cleaned up, your only choice is to drill them out and replace them with a Heli-Coil insert or a Time-Sert. The difference in these threaded inserts is both convenience and cost. The Heli-Coil insert is the more affordable of the two and more easily found. Time-Sert is an incredible innovation and, therefore, more expensive. Both thread repair types are available from Summit Racing Equipment.
When you are performing thread repair or replacement you must be patient. Make sure you're using the right-sized drill bit for the damaged hole. The drill bit must be parallel to the hole. You may use a straight edge or a precision steel block as a guide, not to mention a drill press and a vice if the part can be removed from the vehicle. Always confirm accuracy before the drilling begins. Get this wrong and your troubles are only beginning.
Once you have drilled the damaged threads out, remove all the debris from the hole. When you don the correct-sized Heli-Coil tap, lubricate the threads with a Permatex Fast Break Super Penetrant and slowly run the tap. Run the tap a full revolution and slowly back out one-half turn to clear debris. Continue running the tap until threads have been cut the full depth of the hole. Wash the hole out with brake cleaner and allow it to dry.
The Heli-Coil insert is screwed into the tapped threads until seated. It is suggested you use Permatex Threadlocker on the outside diameter of the Heli-Coil insert to ensure security. Once the Heli-Coil is seated, break the tang off and you're ready for assembly.Vette
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