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Torque and Turn
#1
Overview of Torque and Turn Concept
In heavy machinery maintenance, “Torque and Turn” is a method widely used for tightening fasteners such as cylinder head bolts, track bolts, and hydraulic flange bolts. It combines applying a specific torque with a subsequent angular rotation of the bolt to achieve the correct clamping force. The method is especially common in engines, transmissions, and hydraulic components where accurate preload is essential for safety and longevity.
Torque and Turn became popular in the 1980s with the introduction of high‑strength fasteners and heavy-duty diesel engines. Detroit Diesel, Cummins, CAT, and Volvo adopted this method in various service manuals for engines exceeding 300 hp. Sales of torque wrenches and angle gauges increased dramatically, as mechanics needed precise tools to follow this procedure.
Terminology note:
  • Torque — rotational force applied to a fastener, typically measured in lb‑ft or N·m.
  • Turn / Angle — angular rotation applied after initial torque, measured in degrees.
  • Clamping Force / Preload — the tension in the bolt created by torque and turn, securing components together.
  • Yield Point — the stress level at which the bolt material permanently deforms.
Practical Application in Engines
For example, a CAT C15 engine cylinder head bolt may require a two-step Torque and Turn procedure:
  • Initial torque: 80 lb‑ft (108 N·m)
  • Final turn: 90° additional rotation
    This ensures the bolt passes its elastic range and achieves consistent clamping force, compensating for variations in friction, thread lubrication, and surface finish. Using torque alone can result in uneven tension due to friction inconsistencies.
Testing and Troubleshooting
Mechanics often encounter issues when:
  • Torque values are applied without angle rotation, leading to leaks in gaskets or cylinder heads.
  • Using worn or improperly calibrated torque wrenches, causing under‑ or over‑tightening.
  • Misinterpreting “Turn” direction; clockwise versus counterclockwise error can reduce bolt preload.
To mitigate these issues:
  • Use a calibrated torque wrench and an angle gauge.
  • Apply torque slowly, in stages, following manufacturer specifications.
  • Ensure threads are clean and lightly lubricated if recommended; dry threads can create high friction, skewing the torque reading.
Small Story
A service technician in Ohio was tasked with replacing cylinder head bolts on a Volvo D13 engine. Using only a torque wrench without the angular turn, several bolts were under‑preloaded. Within 200 hours, a minor head gasket leak appeared, halting operation. After re‑torquing using Torque and Turn (initial torque 120 lb‑ft, then 90° rotation), the gasket seal held, saving the operator from costly downtime.
Engineering Insight
Torque and Turn aligns the bolt beyond its elastic limit in a controlled manner, producing predictable clamping force. Modern high‑strength fasteners often reach 80–90% of yield with proper angular rotation, which improves vibration resistance and minimizes loosening over time. In heavy equipment, this is critical for engine heads, transmission housings, and hydraulic manifolds where failure can lead to catastrophic downtime.
Recent Trends
  • OEMs are increasingly publishing Torque and Turn specifications in digital service manuals.
  • Electronic torque wrenches with integrated angle measurement are now standard in major service shops.
  • Training courses for diesel technicians emphasize this method due to its proven reliability and reduction in rework rates.
Recommendations and Best Practices
  • Always follow manufacturer torque and turn specifications for the exact fastener type.
  • Stage torque in multiple steps: for example, 30%, 60%, 100% of final torque before angle turn.
  • Verify thread condition and lubrication to ensure repeatable clamping force.
  • Consider using calibrated digital angle gauges for critical components.
  • Document torque and turn sequences for service records and warranty compliance.
Glossary
  • Torque — rotational force applied to a fastener.
  • Turn / Angle — degrees of rotation applied after torque to achieve proper preload.
  • Preload / Clamping Force — tension within the fastener securing components.
  • Elastic Range — the range in which a bolt can stretch and return without permanent deformation.
  • Yield Point — the stress at which permanent deformation occurs in a bolt.
Conclusion
Torque and Turn is a critical procedure for achieving precise clamping force in heavy machinery fasteners. It combines torque application with controlled angular rotation to ensure uniform preload, preventing leaks, mechanical failures, and premature component wear. Proper tools, staged application, and attention to thread condition are key for effective implementation, reducing downtime and extending equipment life.
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