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Heli-Coil Hand Installation Tools

05/14/2009 9:55 PM

I need to select Heli-Coil hand installation tools. The MSC Direct web site has a total of 7 different types, but all seem to be "threaded mandrel", "prewinder" or "non-captive prewinder". They state that I can order the "hand installation tool of my choice". At this point all I know is that I want to be happy when I am done and I don't want to spend more money than I need to.

My initial selection is a Heli-Coil# 22884, MSC Direct# 06981567. This appears to be a threaded rod that will (I assume) fit into a tap handle. Does this seem like a good choice? Do the more expensive prewinders have any advantage over this other than the "crank handle" looks easier and faster to turn than a "T handle"?

I'm not sure what these installation tools do. My assumptions are:

1) The threads have the same pitch as the threaded insert (must be true)

2) The threads are cut a little deeper than necessary for the insert. This would allow a slip fit in the threaded hole.

3) The end of the threaded area bottoms out on the threaded insert's tang and therefore allows the torque of the mandrel to drive the insert through the friction of the threaded hole.

I also have two additional questions (in addition to wanting to know if my assumptions are correct):

1) For a 1/4" Heli-Coil do I need the expensive tang break off tool or can I use a small diameter drift punch and a sharp hit with a small hammer?

2) Should the tapped hole be lubricated when inserting the Heli-Coil?

I probably have a grand total of 100 to 200 inserts to install over the next two months. After that I might go years without using the tools again.

Thank you,

Bruce

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#1

Re: Heli-Coil hand installation tools

05/14/2009 10:36 PM

The tools we have are simple - It has a threading as per the (1) and (2), the central is a normal shaft with a cross handle on top (to grip while rotation)

This unthreaded shaft has a slot on bottom to grip the tang. The outside tube(having the ID threaded to the helicoil tap) has a small pocket.

Withdraw the shaft to max, put the helicoil on the pocket. push the shft in and rotate to engage to the tang. As you further rotate, helicoil gets engaged to the bush.

Put the bush on the threaded hole and the helcoil smoothly moves in from the bush to the hole.

Of course by the hand installation tools as above, we have a bit of rejections- say 1 in 10 gets damaged, though with a bit of experience of the fitter it can improve (a couple of our people can assemble 30-40 larger ones without damage) also the lock types are a bit more headache (the one with twin octagon to lock the screw)

for the next two question it is simple

a) We almost always break it with drift (or better - a rod - no point is necessary you know) - even for larger ones say M39 sizes (The max we have used)

b) We do not lubricate the tapped hole. In the end you want the helicoil to grip the thread on OD more than the ID. The lubrication may be easy to insert but counter productive ?

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#4
In reply to #1

Re: Heli-Coil hand installation tools

05/15/2009 7:52 AM

Thank you for the reply.

I have read your reply about 4 times and I just can't quite fully grasp the procedure. I'm now mad at myself for not spending more time with the guys in the machine shop at my old job. A 1 minute demonstration would have helped a lot.

The most fundamental thing I don't yet grasp is what actually turns the Heli-Coil as you insert it. The unthreaded shaft has a slot to grab the tang. Thus, it seems like the unthreaded shaft provides the torque to turn the insert in. But the outer shaft has male threads to mate with the female threads on the inside of the insert. Either the outer shaft also turns as the insert is turned into the hole or the outer shaft remains stationary and the insert spirals off the outer shaft as it is inserted. I'm guessing that the second is true, but that leaves me very confused about the pocket.

I hit Google for a while after reading your post and I'm a little smarter than I was, but I still need a little more smarts.

Is the insertion tool you described the same as the "Type II", "Type III", "Type V" and "Type VII" prewinders from Heli-Coil? If so then the pictures on the Heli-Coil web site allow me to see the tool you are describing.

I'm also very interested in your rejections. You stated that for most installers you have about 1 in 10 damaged. What happens and what gets damaged? Is the damage to the insert or to the item you are installing the insert into? Is the damage an early break of the tang? Are your rejections due to installation depths by hand not always meeting a demanding distance specification?

Thanks for your reply,

Bruce

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#7
In reply to #4

Re: Heli-Coil hand installation tools

05/15/2009 9:17 AM

It is a simple tool (and no it is not shop manufactured, it is bought out) the principle is very simple as you see.

The rejection take place due to excessive pressure on the rod on top when the threads of helicoil instead of smoothly engaging on thread starts to jumps a thread in-between ie passes on across the formed threads of the female component. The pressure on the rod makes the spring to stretch and behave like this, common in fine pitch large threads (since the gap between the rod and helicooil ID will be comparable to the thickness of the wire, allowing it to stretch.

If with experience, you are able to position the starting threads (with a correct grip on the bushing while assembly, it automatically rotate and positions, as I tried out while my fitters were assembling once) and maintaining just a bit of pressure on the rod, it goes in without problem.

With smaller sizes, (we are metric) m6 to m16 our rejections are next to nil. Only the larger ones, that too the fine pitched that creates problem. For them the pressure on the tool is just a bit more experience (I could not do it, but recently my people repaired 16 holes without rejection- this was a repair job, where the threads were remade by helicoil)

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#9
In reply to #7

Re: Heli-Coil hand installation tools

05/15/2009 9:26 AM

Thank you,

Bruce

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#15
In reply to #7

Re: Heli-Coil hand installation tools

03/23/2018 6:14 PM

pinion.ir

Pinion.ir is the first official Iranians website in field of engineering consulting and selling industrial components.

what is helicoil ?

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#2

Re: Heli-Coil hand installation tools

05/14/2009 11:52 PM

fitting the rosan fitting to the helicoil imho : is critical..any short cut will be unwise

improper seating imho is the primary reason for failure of helicoils..

if i may ..?..as not knowing what your fastening..or the material , but you intend to drill and possibly tap the hole for a helicoil.. why not tap the hole to recieve the attaching hardware?

if the material is strong enough for the helicoil.. it should be strong enough for the bolt/ screw..and any time i can upgrade my class of fastner , i'm very happy..

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#5
In reply to #2

Re: Heli-Coil hand installation tools

05/15/2009 8:01 AM

I plan to put 1/4-20 Heli-Coils into aluminum. I'm not a mechanical engineer but I'm pretty sure that the Heli-Coil threads will end up being a lot stronger than if I just tapped the aluminum. I understand your point, but I think that the insert will give me a better quality thread with a stronger material. The insert will spread stress out better.

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#10
In reply to #5

Re: Heli-Coil hand installation tools

05/15/2009 9:31 AM

This you are right and also the contact damages when tightening the screw is just a significant bit reduced. In fact we put helicoils where (of course not Al, in Grey Irons)

Where the L/D ratio is not good eg the flange thickness is not the recommended 1.5 times the bolt diameters and

Where frequent dismantling of bolts are required by customer, thereby gradually over time wearing out the threads.

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#3

Re: Heli-Coil hand installation tools

05/15/2009 2:50 AM

I got my Heli-Coils in kit form, containing drill, tap, and installation tool, (a cheap looking plastic slotted shaft/winged doohickey), as well as half a dozen coil inserts. I had my doubts the first time. I drilled, tapped, and screwed in the coil after I cleared the chips with a magnet. Because the coil tightens around the shaft, the coil went in like poop through a goose. The bolt went in 'feeling' normal, and the required torque was applied. "Sweeter than Honeybee snuff, and ain't half as dusty."

Whatever size Heli-Coil you are using, seems to have been length sized according to bolt dia., which is sized in accordance with the amount of tourque necessary to hold the part in place, compress gaskets, ensure against vibration, etc.. The part will have flanges for the clearence hole as well as enough room around it to apply sockets or a wrench. Which is why you need the Heli-Coil in the first place, rather than drilling and tapping for a larger bolt. The thickness of the flange is also determined by these same requirements. Now: Rule of thumb is that the bolt length will be 3 times the thickness of the flange, or penetrate twice the thickness of the flange. You probably won't need to break off the tang, as it is beyond the 'normal' reach of the proper size bolt or stud for the job. Any longer, and you're wasting metal, which is why we have engineers to figure all this stuff out for us mathematically challenged.

The upshot is; It's easy, just do it!

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#6
In reply to #3

Re: Heli-Coil hand installation tools

05/15/2009 8:11 AM

There is some value to the peace of mind you get with the kit. I guess I'm trying to avoid spending the extra money for the extra kit stuff.

This would probably be easier if the catalog didn't list "threaded mandrel", "prewinder" and "non-captive prewinder" types of tools. Giving me choices makes me think that I should know what I am doing before I make a choice.

Thanks for the reply,

Bruce

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#11
In reply to #6

Re: Heli-Coil hand installation tools

05/15/2009 11:15 AM

I haven't mic-ed the drill provided to see whether it is a number or letter size, but I bet the tap is custom for the coil.

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#8

Re: Heli-Coil hand installation tools

05/15/2009 9:23 AM

I did a little searching for videos and I think I now understand the prewinders. My notes on the videos are included here. I don't know if the links will automatically work, but a cut and paste of the URL will work.

http://www.youtube.com/watch?v=wLL2FEyafVk video showing prewinder
http://www.youtube.com/watch?v=RFYa6sjhh_E good video from Tennessee Technology Center (mandrel, not prewinder)

http://www.youtube.com/watch?v=LCtXiwlQsiU video from Heli-Coil describing strength of threads

http://www.youtube.com/watch?v=Om1spw_PInA "go gauge" repair trick for Heli-Coil

http://www.youtube.com/watch?v=7rUA48ZAZOg Time Sert (similar but not the same)
http://www.youtube.com/watch?v=2vON3beYvB4 another Time Sert video

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#12

Re: Heli-Coil Hand Installation Tools

05/17/2009 2:52 PM

Good Afternoon Bruce,

Yep, First off, SB gets another GA!! Now, with protocol satisfied, I'd like to put in my nickle's worth:

Back when dirt was young, I was at Philco-Ford and we made El-over-Az Dish Antennas. From the M.E. point of view, this meant we had approximately 750 lbs. (345 Kg.) of equipment rotating about a very small centerline on a 6 ft. x 6ft. by 1/2 inch aluminum plate. The standard attaching threads were 1/4-20 fasteners, CRES, into helicoils. Our machine shop in Palo Alto, CA made the plates to amazingly tight tolerances, time after time. The big 'rub' was that some of the electronics modules that were mounted on said plate had MTBF's on the order of only HUNDREDS of hours. Guess what?? The constant R&R by the customers people led to 'tear-out' and/or worse conditions. So much for the history lesson.....

My point here is that I was sent 'back East' with the hand tools and a box of raw Helicoils. While your stated installation requirement is only 100/200 threads (and you are probably NOT government funded, and these products ARE EXPENSIVE), we PRACTICED hand installation with every technician! Please understand that the learning curve is NOT great. But, as SB points out, there will be a 'yield' consideration even with floor level people that do this work day in and day out. PLEASE, take the time to practice this technique!!!! The cost of the raw material and parts WILL AMORTIZE itself over successful installations completely!! Lastly, you will find that all of a sudden, softer(and much lighter) materials such as aluminum become much more adventageous design partners when coupled with Helicoil inserts. Rather than finding this a design constraint, I believe you will find it opens new avenues of design possibilities...

That was NOT a sales pitch, but I did just recently, fix the block on my Ford E300 van with the application of two (2) Helicoils. Would have taken 14 hours, otherwise, to remove the engine and achieve the same result. So, whats your time worth??

Respectfully submitted,

GLB

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#13

Re: Heli-Coil Hand Installation Tools

05/18/2009 8:17 AM

I point not mentioned here (I may have missed it because I skipped through the posts quickly) is that the coils need to be set slightly below the surface. the pre-winder tool has an adjustable stop that allows you to get the coils a consistent distance below the surface.

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#14

Re: Heli-Coil Hand Installation Tools

05/18/2009 8:44 AM

One small note that may be of help to you is the it is the tang that does all the work to getting the coil in place. when twisting it effectively reduces the diameter of the coil as you twist it. I like to give it just a slight back twist after it seats all the way in.

I usually brake of the tang at the bottom with a punch as suggested previously. I also like to use a bit of thread locker when I put them in, it seems to help them stay put a bit better in aluminum and and make them just a bit easier to insert.

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