Torque and force are not the same.
The secret to making and keeping reliable electrical connections is contained in two elements: start with clean contact surfaces, and apply high force.
Clean contact surfaces are a function of cleaning procedures, including joint compounds, and will be covered in a future article. Application of high force is the subject here.
The trouble comes about because the terms “torque” and “force” are incorrectly used interchangeably. Force is NOT torque. Force is a function of torque. The expression which describes the relationship is
F = T/K
Note that the equation has a variable, K, that includes the coefficient of friction. The higher the friction, the lower the force for the same torque. Torque is a convenient way to get at force and is usually specified in making an electrical connection. Force is considered inconvenient to measure.
Torque can be misleading
Consider the following. Suppose you are given a torque value for an electrical connection and suppose that the connection is frozen due to corrosion, arcing, etc. Obviously, the recommended torque will not assure a good connection. Thus, relying on torque to judge the quality of an electrical connection can be misleading.
Levels in uncertainty in the accompanying section, “Force Variations by Methods of Tightening Connections,” are taken from mechanical engineering sources and represent a rough estimate of the percent variation encountered when trying to tighten a connection using different methods.
You can see there is a wide variation in accuracy depending upon the method and that many of them are fairly inaccurate. In fact, when considering life safety, torque values are rarely mentioned.
What is the correct force? When a connection is tightened, the joint electrical resistance drops as the force increases, up to a certain point. Beyond that certain amount of force, a marked decrease in resistance no longer occurs; the resistance remains fairly constant even with increased force. That certain amount of force is the minimum value of force needed.
In bolted connections, I have found that the forces associated with SAE Grade 5 hardware produce this correct value.
Applying proper force
To assure you are applying the proper force in a connection, there are a few methods which can be utilized:
- Low and consistent K factor by the use of lubrication. You can produce repeatable, high forces in the connection. To safely use lubricants, run tests in the shop before applying on the job.
A well-lubricated fastener is stressed to a higher force for the same torque than an unlubricated one. Check that the fastener does not fracture at the higher force. Having conducted tests, then apply the selected torque to the lubricated threads.
- Belleville washers. These are not always required in electrical connections and are often questionable. The washer must flatten at the proper force and many applications do not use a high enough force. In addition, since the bow in the washer is difficult to see, Bellevilles are sometimes installed upside down. If a proper high force is utilized in the connection, I have found that a Belleville is usually not necessary.
But a Belleville is an excellent force indicator and therefore can solve the force/torque dilemma. If you choose a Belleville that flattens at the desired force, you then can proceed with implementing the connections and not worry about a torque value.
- Direct tension indicators. As mentioned previously, in mechanical connections where life safety is a subject of concern (e.g., buildings, bridges, etc.), torque is not mentioned. Instead measurement of force is required.
A common procedure is the use of direct tension indicators. These are washer-like devices that feature protrusions (bumps) which flatten as a function of force applied to the connection. A feeler gauge is used to announce when the proper force is reached. Later inspection is simple through the use of a feeler gauge. Since the indicators are designed for use with steel, make sure the bumps are put against a hardened steel washer, not a copper or aluminum bus.
These devises are available for 1/2 in. hardware and larger. It is possible to use the 1/2 in. indicator with smaller hardware by requesting the force/gap characteristics from the manufacturer and then selecting the proper feeler gauge for the desired force. Make sure the gauge is narrow enough to fit between the bumps.
Norman Shackman, P.E., is based in Kent. CT. He conducts in-house seminars on electrical connections and can be reached at (860) 927-4067.
|Method||Percent variation (+/-) in force|
|Feel (experienced installer)*||35|
|Turn of nut (snug tight, then 1/2-2/3 turn more)*||15|
|Direct tension indicator**||5|
|*depends on K
**independent of K