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628Installation Guidelinesfor SOUTHCO® Self-Clinching productsSelf-clinching product installation is offered on these SOUTHCO® products, making them easy-to-use captive panel fasteners:When pressed into a properly prepared hole, self-clinching captive fasteners cold-flow (move) the panel material into the retaining groove of the fastener. This material then retains the fastener in the panel. Panel edgeBefore installation Correct installation Over installationMounting holediameterPanel1.5 x Ø Min. Centerline of mounting holeFerrule RolloverFerrule Ferrule FerrulePanelPanelArea of materialthat moves intogrooveMounting holeDie sideof panelMaterialthicknessPunch sideof panelPanelThis area of material has separated from the rest of the panel Successful press-in installations depend on:Material:The hardness of the panel material must not exceed SOUTHCO®recommendations. If the panel is too hard, the fastener will not install correctly.Installation Holes:Mounting holes may be drilled, punched, or cast. • Hole edge: the top hole edgemust be sharp but with no broken edges. Do not chamfer or debur edge.• Punched holes: use a punch and diewith a small clearance to minimize the rollover and fracture angle.• Hole diameter: measure the holediameter at the panel surface on the side on which the fastener will be installed. The diameter must be within SOUTHCO® specifications for that product.- If the hole is too large, not enough material will flow into the retaininggroove and the fastener may not be retained adequately. - If the hole is too small, the fastener will not fit and installation maybecome difficult and unsafe. • Hole distance from the edge of panel: the minimum recommended• Captive Screws • Receptacles for Quarter-turn Fasteners• Receptacles for Fast-lead Thread Screws • Spring-loaded Plungers• Captive Nuts• Threaded Insertsdistance is 1.5 x the diameter of the mounting hole, unless otherwise indicated.- Installing too close to the edge will cause the material to flow in theopposite direction, deforming the edge of the panel. To install closer to the edge, you may need to restrain the panel edge.Panel edgeBefore installation Correct installation Over installationMounting holediameterPanel1.5 x Ø Min. Centerline of mounting holeFerrule RolloverFerrule Ferrule FerrulePanelPanelArea of materialthat moves intogrooveMounting holeDie sideof panelMaterialthicknessPunch sideof panelPanelThis area of material has separated from the rest of the panelPanel Thickness:The thickness of the panel at the mounting hole location must meet or exceed Southco’s stated minimum recommendations. If the material is too thin, panel deformation and/or damage to the fastener may result.Installation is fast and easy if you follow these tips:How to install: Use the recommended force where noted and a proper back-up tool. - use any parallel-acting press- use a punch whose diameter is larger than the head of the fastenerInstallation Force: Proper installation requires an even distribution of adequate force. It does not depend on the distance the fastener is pressed into the panel.- Southco does not recommend using a hammer. The impact force does not provide an even distribution of force to allow the panel material to completely flow into the fastener’s retaining groove.- Installation force varies from application to application,depending on the criteria noted above.-On parts without a collar to provide a hardstop, press-in until the edge of the knurl is just barely visible.When to Install:Installation is recommended after plating or finishing has been applied to the panel. The hole diameter must meet specifications before finish or plating is applied.- Do not over-install parts. This interupts the material and will reducethe retention strength.Panel edgeBefore installation Correct installation Over installationMounting holediameterPanel1.5 x Ø Min. Centerline of mounting holeFerrule RolloverFerrule Ferrule FerrulePanelPanelArea of materialthat moves intogrooveMounting holeDie sideof panelMaterialthicknessPunch sideof panelPanelThis area of material has separated from the rest of the panelPanel edgeBefore installation Correct installation Over installationMounting holediameterPanel1.5 x Ø Min. Centerline of mounting holeFerrule RolloverFerrule Ferrule FerrulePanelPanelArea of materialthat moves intogrooveMounting holeDie sideof panelMaterialthicknessPunch sideof panelPanelThis area of material has separated from the rest of the panelPanel edgeBefore installation Correct installation Over installationMounting holediameterPanel1.5 x Ø Min. Centerline of mounting holeFerrule RolloverFerrule Ferrule FerrulePanelPanelArea of materialthat moves intogrooveMounting holeDie sideof panelMaterialthicknessPunch sideof panelPanelThis area of material has separated from the rest of the panel