Custom Manufacturing Beyond Standard

Screw Seating Torque – Clamp-Type Shaft Collars

Screw Seating Torque – Clamp-Type Shaft Collars

Screw Seating Torque – 
Clamp-Type Shaft Collars

Screw Seating Torque is defined as the recommended installation torque applied to the clamping screw(s) of a properly installed shaft collar to achieve the rated holding performance.

Proper seating torque depends on:

  • Screw size, thread pitch, and material
  • Friction between screw threads and collar material
  • Collar material (steel, stainless, aluminum)
  • Surface condition of mating threads

Consistent torque application is critical. Under-torquing results in reduced axial and torsional holding power; over-torquing risks thread damage and, in stainless assemblies, galling.

All surfaces must be wiped clean of debris and excess oils prior to assembly. Clamping screws are supplied with a light oil coating, which should remain.

These values should be used as a guide only. Because there are many variables involved in determining the appropriate seating torque for a specific collar, screw, and application, Stafford cannot certify a single value as universally applicable. The values below reflect recommended targets obtained under controlled conditions representing a typical operating environment. They are provided as an aid for specifying and installing shaft collars. They should not, under any circumstances, be used as guaranteed values. The user must determine product suitability for each particular application.

SEATING TORQUE – ALLOY SCREWS IN STEEL COLLARS

Screw SizeSeating Torque (in-lb)Seating Torque (ft-lb)Seating Torque (Nm)
INCH
4-4012-1.4
6-3222-2.5
8-3241-4.6
10-3268-7.6
1/4-28162-18.0
5/16-243242736.0
3/8-245884966.0
1/2-201428119160.0
METRIC
M3X.0517-2.1
M4X.0740-4.6
M5X.0881-9.5
M6X1138-15.7
M8X1.253362839.2
M10X1.56605576.0
M12X1.751150100134.0

SEATING TORQUE – STAINLESS SCREWS IN STAINLESS COLLARS

Screw SizeSeating Torque (in-lb)Seating Torque (ft-lb)Seating Torque (Nm)
INCH
4-405-0.6
6-329-1.0
8-3216-1.8
10-3227-3.1
1/4-2865-7.3
5/16-241311114.7
3/8-242372027.0
1/2-203743142.0
METRIC
M3X.057-0.8
M4X.0716-1.8
M5X.0833-3.7
M6X156-6.3
M8X1.251351115.1
M10X1.52672230.0
M12X1.754663952.0

SEATING TORQUE – ALLOY OR STAINLESS SCREWS IN ALUMINUM COLLARS

Screw SizeSeating Torque (in-lb)Seating Torque (ft-lb)Seating Torque (Nm)
INCH
4-406-0.7
6-3211-1.2
8-3220.5-2.3
10-3234-3.8
1/4-2881-9
5/16-2416213.518
3/8-2429424.533
1/2-2071459.5
80
METRIC
M3X.058.5-1.1
M4X.0720-2.3
M5X.0840.5-4.8
M6X169-7.8
M8X1.251681419.6
M10X1.533027.538
M12X1.7557510067

USEFUL APPLICATION INFORMATION

Aluminum Collars

2024 aluminum is a strong alloy but softer than 1215 steel. For both alloy and stainless screws in aluminum collars, apply 50% of the seating torque shown for alloy screws in steel collars. The resulting axial and torsional hold will also be approximately 50% of the steel collar values.

Shaft and Collar Preparation

At a minimum, wipe the shaft and collar bore clean of any foreign matter or excess oils before assembly. Clamping screws are supplied with a protective oil coating; this coating should remain on the screw.

Installation Procedure

Mount the collar on the cleaned shaft and position it as required. Tighten the screw(s) to the recommended seating torque using a calibrated torque wrench or torque-limiting hex key. For two-piece collars, tighten screws incrementally and alternately—keeping the gap equal on both sides of the split—until both screws reach the recommended seating torque.

Installation Procedure in Clamp-Type Couplings

Mount the coupling loosely on the shafts and tighten the screws gently until resistance is felt. Then, further tighten in several steps, tightening all screws in each step, until all screws are at the recommended

Galling in Stainless Assemblies

Galling can occur when excessive torque is applied to stainless fasteners in stainless collars, potentially welding the screw and collar together. The torque values above are set conservatively to minimize this risk. If the application demands higher torque, applying a high-pressure anti-galling lubricant to the screw threads may allow higher seating torque and correspondingly greater holding performance.

Impact and Dynamic Loads

All torque and holding values are based on static load conditions. Stafford cannot provide data for dynamic loads involving sudden impacts or shock loading.

Increasing Holding Performance

  • Keyways: Many Stafford collars are available with keyways, which provide additional torsional hold and positive radial orientation over keyed shafts.
  • Larger Screws: Heavy-Duty Clamp-Type Collars with larger screws offer substantially increased axial and torsional hold.
  • More Screws: Custom collars with additional screws distribute clamping force more evenly and increase overall holding capacity.
  • Groove Mounting: Very high axial loads can be achieved by machining a shaft groove 0.001″ wider than the collar bore width. The collar seats into the groove and acts as a removable positive stop, similar to a shoulder.