Threads on gear-screwlinks/shackles and biners

Tom Dunlap

Here from the beginning
Administrator
In another thread the question came up again about why screwlinks and shackles with screws are allowed but not screw gate biners. I'm going to share some of what I gleaned over the years from reading about this topic. Don't expect that I'm going to go out and do the research to corroborate what I'm sharing. That would turn into too big a project.

First, I'll share some mechanical portions. The difference between the threads on biners or links. Then, how we as workers are affected by the mechanics.

There's going to be disagreements, no problem. Keep the discussion polite though. If someone wants to go and research and share enlightening links I'd appreciate the input.

In the mechanical and machining world there are standards for how tight threads are cut. In highly accurate mechanisms like watches, etc. the screw and nut need to have close tolerances. If not, they'll slop and move around and not work as one unit. Then, in other applications the two can, and need to, have larger tolerances. Think of an adjuster in a dirty environment like the mechanisms on a tracked vehicle that spends its life working in a rock quarry. If the threaded adjusters weren't sealed every little bit of dirt would jam the threads. By leaving gaps between the nut/bolt certain sized chunks can still go between and not jam the mechanisms. I can't recall what this engineering standard is called right now.

Now, take hold of a screw gate biner and a link. Run the nut/sleeve of each onto the threads a turn or two. Then, wiggle the nut/sleeve and feel the slop.

Next, look at how coarse the threads are on biners v. links. Take a look at the cross section of the threads. On the biners you'll see a thread that looks more like a lag screw or the Acme thread you'll find on a woodworking vise's jack screw. With the coarse thread it takes fewer turns to move the nut/link. The threads found on links/shackles are much move V shaped and a LOT finer. It takes many more turns to move the nut/link.

Now, combine the two. Looser threads and fewer turns and you have a biner. Since the threads are loose they're much more likely to get jiggled and open than on a link/nut. The fine threads have a lot more friction because there is more metal to metal contact which reduces the chance of jiggling open.

In some applications I don't wrench tighten or thread lock screw links. In my experiences, and I'm not necessarily advocating this practice, over the past 30+ years of using links is that very few have even opened a tiny bit. If you look at the sleeve on a link you'll find that it has six 'flats' just like most machine nuts. I count turns or portions in 'flats'. Over the years the most I've ever had a link open is 3-4 flats when hand tightened. Compare that to how many full turns it takes to completely open a screw link. Then, look at how open the link would need to be to have a rope slip out of the link. For me, personally, I'm comfortable with hand tightening my screwlinks for most, not all, uses. When the time comes to wrench tighten a screwlink the manufacturers recommend snugging up the link with your hand then using a wrench to snug it one flat. It doesn't take much. If you turn it more the whole shape of the link is deformed and the threads get bent. This can ruin a link and it can also lock the threads together. Remember, threads are no more than circular wedges. We all know how much work a felling wedge can do to tip over a tree.

Pins in shackles are much the same. Some have coarse threads like on rigging shackles some are fine like on harnesses. Shackles and links that are more permanent installs like on my harness will be secured somehow. The bridge shackles on my TreeFlex have an insert that locks the pin. Some shackles come with NyLock jam nuts. If the shackle bow is threaded and a NyLock is used you are using the equivalent of three nuts since the NyLock jams the threads. Be sure to know how many times a NyLock can be reused. In some applications they're single use. In the other thread I read that someone had been told not to use thread locking [LockTite, etc.] for life support. I'd want to see that in writing from a manufacturer before I believe it. After having done lots of repairs over the years, and worked in a machine assembly shop in college along with having friends who are millwrights I have a LOT of faith in threalocking glues. More than in wrenches and jam nuts. But...that's just me.

Now...how about screwgate biners for arbos? Sure, they're accepted in other rope activities. But...we're arbos. Our work environment is much different and dynamic that other rope climbing. The chance of a climber not screwing a gate securely enough to eliminate jiggling open is too high. Not counting just plain forgetting to screw it at all.

Now...don't go off-topic here and talk about auto-lockers. If you're still reading you can start another thread of your own.
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I agree about the Loctite (red) There is another grade (blue) which is not as secure and I have no empirical knowledge with the blue grade. I have used the red grade on the aluminum rollers which ride on the steel axles in the OAR in order to hold them fixed. These are very smooth surfaces (unthreaded) and yet I could only get them apart with repeated heavy blows with a hammer driving the pin out from the roller with the aid of a punch. A threaded connection would be formidable.
 
Thanks Tom.

Good thread/post.

I think the design and use of shackles in saddle bridge applications warrants further discussion. I'd be curious to hold the shackles on my ErgoLite up to the ones on your TreeFlex, as well as those on a Butterfly and see how they compare. Those on your TreeFlex sound like they have more redundancies built in than mine do, but I'm hard pressed to find any close up internet pictures of what you are describing.

I do know one climber who had the shackles on the bridge of his Butterfly open up on him.

Granted, I think his negligence was primarily to blame.

Yet, I think one of the goals in choosing and designing gear is to eliminate as many opportunities for negligence as is reasonably possible.
 
I have an allen wrench that fits the shackles on my TreeFlex stashed in the small gear pouch on my harness. I routinely go over my harness to look for wear. After years of checking screwlinks/shackles I've never found one that I tightened EVER be loose.
 
This is a great "thread", Tom. Get it...thread?
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I'll never forget my first experience with purchasing carabiners for climbing. Since I came from a rock climbing background, I was used to a screw-gate style locking system. After years of tree work, I've found that the only life support application in which I'll choose a threaded gate is for a mallion. All the carabiners I bought for climbing are now strictly for rigging...good thing I chose steel. I'm opening and closing the connectors so often, I would't want the added step of spinning a threaded carabiner gate open & closed.

I usually have 2 mallions on hand, and there's a neat trick that can be used to tighten the gate. One mallion can be used to tighten the other if it's used like an adjustable wrench. The opening of the can be snugged tight to the hex of the other, and there's PLENTY of leverage. It takes next to no effort to over-tighten these threads and destroy the tool. Like Tom, I'm also guilty of not tightening these to torque specs in certain situations, since hand tightening can still be difficult to loosen.

A good way to test these is to open and close a new one, and see how easily the threads can be spun until the moment before they lock. Once a unit is over-tightened, it will be difficult to spin the gate along its' entire range of motion.
 
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