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Tier 3 · Professional Installation

Substrates, blocking and attachment

What edge metal is fastened to and how that wood is anchored, the ED-1 minimums and the treated-wood fastener rules, a field method with worked examples and a maker's installation order, and how to find, fix and record attachment defects.

4 lessons · about 57 min · 8 diagrams · 7 videos

Version 1.0.0

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Lessons

0 of 4 complete

  1. Lesson 1 · 14 min · 12 slides · 11 questions

    Substrates, blocking and attachment: principles and terminology

    Why edge metal is only as strong as what it is fastened to, the terms installers and engineers use, the attachment chain from cover to structure, the substrate cases, sealing, and the nail gun, powder-actuated tool, silica and fall rules.

    You will be able to: Define substrate, nailer, blocking, load path, pull-out and pull-through, name the substrates edge metal is fastened over and who is responsible for each link, and state the attachment hazards and their rules.

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  2. Lesson 2 · 18 min · 12 slides · 16 questions

    Substrates, blocking and attachment: materials, standards and design constraints

    ED-1, ES-1 and FM 1-49 and what each covers; ED-1 nailer minimums and commentary; masonry anchorage; treated or untreated wood; fastener rules for treated wood; moisture and isolation; and the as-tested rule.

    You will be able to: Identify which document governs the nailer, apply the ED-1 minimums and commentary layout, choose fasteners and isolation that suit treated wood, and explain why a tested edge must be fastened exactly as tested.

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  3. Lesson 3 · 14 min · 12 slides · 10 questions

    Substrates, blocking and attachment: methods and worked application

    The method step by step, what governs it, re-roof checks and pullout testing, worked examples (nailer size, stacked-member fasteners, one anchor's share, a Drexel nail count), Drexel's gravel stop installation order, and cleat height.

    You will be able to: Follow a documented attachment method from the drawings to the record: check an existing nailer, size a new one, lay out fasteners and anchors with units, install a two-part gravel stop in its maker's order, and set the cleat at the detail height.

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  4. Lesson 4 · 11 min · 12 slides · 8 questions

    Substrates, blocking and attachment: defects, verification and case study

    A twelve-point substrate check, correct and incorrect details, the attachment defects that recur and their fixes, two views on exposed fasteners, a powder-actuated tool boundary, and a worked case of a lifted corner.

    You will be able to: Inspect a substrate and its fastening before the metal goes on, diagnose a plausible attachment defect, name the rule it breaks with its source, choose a corrective option and document the evidence for review.

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Practical task

Prepare an attachment job packet for one roof edge run (a gravel stop, fascia or coping on a re-roof or new work): record the substrate, size and check the nailer, lay out its fasteners and anchors, choose fasteners and isolation for the wood, and inspect and document one defect.

Hand in

  • A decision rationale: edge system and its guide or approved detail, substrate type, treated or untreated wood and who decided, and the governing documents (spec, approved shop drawing, ED-1, code edition), each with its source
  • A marked-up section sketch: structure, anchors, nailer layers, insulation height, membrane, isolation, cleat height, cover and fasteners, with the three ED-1 minimums dimensioned
  • Material and measurement assumptions: nailer thickness, width and height, fastener layout per member with end distances, anchor share per the design load or the 200 lb/ft floor, fastener metal for the wood treatment
  • An installation sequence for the run in the edge maker's own order, with its fasteners, spacing, joints and laps
  • A quality checklist completed for the run (wood sound, sizes, fastening, anchorage reference, fastener metal, isolation, cleat height, the maker's printed pattern and corners)
  • A defect analysis for one defect found or seeded: photo and measurement, the rule it breaks with its source, the corrective option, who approved it, and the check that proved it

Rubric

CriterionMeets the standard when
SourcesEvery value names its owner: ED-1 standard or commentary, ES-1, FX-1, the code edition, NRCA, the edge maker for its own system, or an AFS register.
RolesThe packet shows the engineer of record owns the nailer and anchorage design and the installer fastens as the approved detail shows; no design decision is made by the installer.
Nailer sizingThickness, flush height, width past the flange and coverage over the wall face are worked with units against the ED-1 edition the project names.
FasteningMember fasteners, end distances, corner spacing and the maker's printed pattern are laid out and counted; anchor share is computed and compared to the design, not to a guessed capacity.
Installation orderThe sequence follows the edge maker's guide step by step, including isolation, the maker's fasteners, joints and the gap it prints.
Treated woodFastener metal matches the code list for the adopted edition and NRCA advice, metal is isolated as the maker requires, and the treated-or-untreated decision is attributed.
Defect analysisThe defect is documented with evidence, the rule and source, the fix and the verification.
SafetyThe packet notes fall protection at 6 ft (1926.501), powder-actuated tool limits (1926.302(e)), silica controls when drilling (1926.1153) and sequential-trigger nail guns.

Module quiz

10 questions drawn from a bank of 45; a new set each attempt. Pass mark 80%.

1. Which preservatives does Carlisle name as unacceptable in direct contact with its membrane?
2. Which nail gun trigger do NIOSH and OSHA call always the safest?
3. Where a roof edge also works as an air seal, what does ES-1 commentary say about butt joints in the nailers?
4. What minimum wood nailer thickness does the October 2025 proposed ED-1 revision set?
5. How many fasteners does the example 8 ft stacked member take in a corner region?
6. How does Drexel mark the fasteners in its Gravel Stop parts list?
7. In the case study, what is the first step of the fix?
8. How many fasteners should each wood nailer member have under commentary in the October 2025 proposed ED-1 revision?
9. In the 2024 Wall of Wind tests, at what wind speed did the fascia with the cleat set about 1/4 in high release?
10. In corner regions, what maximum spacing does commentary in the October 2025 proposed ED-1 revision give for stacked nailers and cants?