| 1 | Load requirements | Determine the expected tension, shear, or combined loads for each connection. Use published, application-specific load data for the exact screw, material, and installation conditions; do not assume a generic capacity. | Fastener capacity depends on factors such as screw diameter, embedment, connected materials, edge distance, and load direction. |
| 2 | Base material and thickness | Identify the material and thickness of every layer being fastened. Confirm that the screw’s drilling-capacity range covers the combined steel thickness and that its thread engagement suits the supporting material. | A screw that cannot drill through the stack or engage the base material correctly may produce a weak or incomplete connection. |
| 3 | Drill point and screw length | Match the drill-point capacity to the total thickness of the metal being drilled. Choose a length that allows the required thread engagement after passing through the attached materials, following the screw maker’s specifications. | Drill points and lengths are designed for particular material thicknesses; using the wrong combination can lead to poor drilling or insufficient engagement. |
| 4 | Exposure and corrosion protection | Assess whether the installation is dry and sheltered, regularly damp, exposed to weather, or near salt or chemicals. Select a coating system specifically rated for the actual exposure; ordinary zinc coatings may not provide adequate protection in severe or marine conditions. | Corrosion resistance varies with coating type, coating thickness, moisture, pollutants, and maintenance. “Galvanized” alone does not define service life. |
| 5 | Contact with other metals | Check for contact with dissimilar metals, including aluminum and stainless steel, especially where rainwater or condensation can create an electrical path. Use compatible materials or an appropriate isolation detail where needed. | In wet conditions, dissimilar-metal contact can accelerate corrosion of the less noble metal or its coating. |
| 6 | Head style, washer, and sealing | Choose a head and, where required, a bonded sealing washer suited to the joint surface and exposure. Follow the specified installation method so the washer seals without being crushed, distorted, or left loose. | Head geometry affects bearing and tool access; an incorrectly installed washer may not seal reliably and can damage the coating or panel. |
| 7 | Installation and inspection | Use the correct driver and installation settings. Keep the screw aligned, avoid overdriving, and inspect sample connections for complete seating, damaged coatings, and proper engagement. Follow project requirements for spacing and edge distances. | Overdriving, underdriving, misalignment, or damaged coatings can reduce connection performance and shorten corrosion-protection life. |