installing a lockset tout
Steps // How to Install a Lockset
1 ×

Installing a Lockset

 
Step One // How to Install a Lockset

Installing a Lockset

Installing a Lockset


ANATOMY

The two important variables when installing a lockset are the height of the knob above the finish floor and the backset—the distance from the center of the knob to the near edge of the door. Most knobs are positioned a comfortable 36 or 38 inches above the floor; check the height of other knobs in the house and keep it consistent.

Backset typically measures 2 3/8 inches for interior doors and 2 3/4 inches for exterior doors. The point at which the knob height and the backset measurements intersect represents the center of the face bore, the circular hole that houses the lockset. A second hole, the edge bore, contains the latch assembly Most locksets come with a cardboard template to help align the two bores. Check the template for the lock's bore diameters and choose drill bits accordingly.

 
2 ×

Prep the Door

 
Step Two // How to Install a Lockset

Prep the Door

Prepping the door
Photo by David Carmack

Open the door halfway and tap two shims (one from each side) between the floor and the door bottom to hold it steady.

Measure up from the finish floor 36 inches (or the height of other knobs in the house) and mark the door's edge.

With a square, extend this mark across the door's edge and 3 inches onto one face.
 

 
3 ×

Mark the Face

 
Step Three // How to Install a Lockset

Mark the Face

marking the face
Photo by David Carmack

Wrap the cardboard template supplied with the lockset around the door's edge. Align its centerline with the line drawn in Step 2.

Punch a nail (or awl) through the center of the template's face bore. This marks the center of the face bore on the door.

Do the same to the template's edge bore to mark the center of the edge bore on the door. Remove the template.
 

 
4 ×

Drill the Face Bore

 
Step Four // How to Install a Lockset

Drill the Face Bore

Drilling the face bore for a lockset
Photo by David Carmack

Place the hole saw's pilot bit on the face-bore mark and drill a pilot hole. Stop when the saw's teeth touch the door's surface.

Check that all saw teeth touch the surface uniformly, then drill the bore. Remove the hole saw periodically to clear sawdust from the cut. Stop when the tip of the pilot bit breaks through.

On the opposite side of the door, align the hole saw with the pilot hole made previously, and finish drilling the face bore.
 

 
5 ×

Drill the Edge Bore

 
Step Five // How to Install a Lockset

Drill the Edge Bore

Drilling the edge bore of a lockset
Photo by David Carmack

Position the tip of a 7/8-inch spade bit on the edge-bore mark made in Step 3.

Drill into the edge of the door at medium speed until the tip of the bit emerges in the face bore.

Reduce pressure on the drill to avoid tearing out excess wood, and finish drilling the edge bore.
 

 
6 ×

Scribe the Latch Plate

 
Step Six // How to Install a Lockset

Scribe the Latch Plate

Scribing the latch-plate
Photo by David Carmack

Insert the latch assembly into the edge bore. Be sure that the latch's bevel faces toward the doorjamb.

Outline the rectangular latch plate onto the door edge with a utility knife, then remove the assembly.
 

 
7 ×

Cut the Latch

 
Step Seven // How to Install a Lockset

Cut the Latch

cutting the latch-plate mortise
Photo by David Carmack

Using a chisel, cut along the outline as deep as the plate is thick. Then chisel to the same depth every 1/8 inch between the top and bottom of the plate outline.

Turn the chisel bevel-side down and remove the waste, working from the middle out. The plate should be flush with the door edge when inserted into the finished mortise.
 

 
8 ×

Install the Latch Assembly

 
Step Eight // How to Install a Lockset

Install the Latch Assembly

Norm Abram installing the latch assembly and knob of a lockset
Photo by David Carmack

Reinsert the latch assembly and mark the latch plate's screw holes inside the mortise. Remove the assembly.

Drill pilot holes for the plate's two screws with a 3/32-inch bit, then reinsert the assembly and screw it in place.

Slide the outside knob with the spindle through the face bore and latch assembly. Then fit the inside knob over the spindle.

Hand-thread the mounting screws. Tighten them firmly with a screwdriver.
 

 
9 ×

Layout the Strike Plate Mortise

 
Step Nine // How to Install a Lockset

Layout the Strike Plate Mortise

Laying out the strike-plate mortise
Photo by David Carmack

Close the door until the latch touches the edge of the doorjamb. Mark the jamb at the latch's midpoint.

With a square, extend this mark across the jamb to the doorstop. Mark the midpoint of this line.
 

 
10 ×

Drill the Strike-Plate Mortise

 
Step Ten // How to Install a Lockset

Drill the Strike-Plate Mortise

Drilling the Strike-Plate Mortise
Photo by David Carmack

Use a 7/8-inch spade bit to drill two partially overlapping 5/8-inch-deep holes, centered above and below the midpoint (inset). Square up the sides of the mortise with a chisel, if necessary.

 
11 ×

Install the Strike Plate

 
Step Eleven // How to Install a Lockset

Install the Strike Plate

installing the strike plate of a lockset
Photo by David Carmack

Hold the strike plate over the mortise and score its outline with a utility knife.

Using the technique described in Steps 6 and 7, chisel out a mortise as deep as the strike plate is thick.

Drill pilot holes for the strike plate's two screws with a 3/32-inch bit, then screw the plate in place.

Tip: If the mortise is too deep, cut a cardboard shim to bring the face of the plate flush with the edge of the door.
 

 

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