Proper Installation of a Bolted Joint Gasket E-mail
Written by Jim Drago, P.E., Jim Heffron and Dave Burgess, Garlock Sealing Technologies   

Pumps & Systems, May 2008

Bolted flange gasket technology continually evolves with new designs and materials that provide more reliable and durable seals. Plant operators can choose from a wide variety of gasket products that meet the needs of each application; however, selecting the optimal gasket product is only half the battle. 

The installation process is as critical as the design and quality of the gasket itself. In fact, a study by the Application Engineering Department at Garlock Sealing Technologies (Palmyra, NY) found that 82 percent of gaskets returned for analysis (after the joint leaked) showed signs of problems with compression, while only 14 percent of the failures resulted from the selection of the wrong product for the particular application (see the image below).

Joint leakage due to improper installation and lack of preventive maintenance can greatly impact a plant's financial performance. The cost of replacing flanges, gaskets, bolts, nuts and/or washers-including associated labor-can total hundreds of thousands of dollars per year in a large plant. Additionally, leakages can affect plant productivity and cause safety risks and environmental hazards. Most significantly, plant operators understand the financial impact of taking a process or plant offline to deal with a leak.

The Right Amount of Bolt Load

Proper installation primarily involves the method of tightening the bolts. After all, a bolted flange gasket is a mechanical system fundamentally based on the spring-like force exerted by the stretched fasteners and the other compressed joint components. Sufficient torque must be applied to create the compressive load that causes the gasket to consolidate and flow into and fill any irregularities in the sealed mating surfaces. 

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The bolt load also causes serrations of the flange seating surface to bite the gasket, mitigating lateral gasket movement and blowout. The higher the compressive load, both initially and during service, the higher the blowout (gross leakage) resistance. However, if too much torque is applied, the seal will be compromised (crushed) and destroyed. Of the 100 failed gaskets in the study, 68 of the failures were attributed to under-compression (insufficient torque) and 14 to over-compression (excessive torque).

Best Practices

The importance of proper installation is well-understood by the makers and users of bolted flange gaskets.  In May 2005, the Pressure Vessel Research Council (PVRC) held a conference on "Best Practices for Flange Maintenance and Assembly Technology." Currently, the ASME Post Construction Committee is developing a certification program to qualify assemblers of bolted joints.

In addition to industry-wide best practices, individual plants need to develop documentation of the proper gasket installation procedure for each joint location, as well as institute training and quality control measures to ensure that the documented procedure is followed carefully and precisely every time the gasket is changed. Gasket procedures should conform to the manufacturer's installation and handling instructions. Regular preventive maintenance programs also need to be documented and consistently executed.

A study conducted last year highlights the significance of how maintenance personnel are trained and managed. Bolted flange gasket users representing plants of various sizes were surveyed, with 57 percent of the respondents reporting 200 or more critical bolted joints at their plants. Of the 149 plants that reported using external contractors, 58 percent had bolted joints that leak. Of the 93 plants that reported they did not outsource this function, only 29 percent had bolts that leak. This data does not necessarily point to external contractors as a source of incorrect installations. Both external mechanical contractors and internal personnel trained in proper installation procedures will likely install gaskets correctly, preventing these joint leaks. We recommend companies using external contractors ensure that installers have received this training, and are supplied with installation guidelines and torques tables that align with the company's best practice policies.