BLD-ROOF12-02 · Lesson 2 · 10 clock hours · lab
Underlayment and Drip Edge Installation
Objective. Students will install drip edge, ice-and-water shield at eaves and valleys, and overlapping courses of underlayment on a sloped mock-roof section in the correct sequence and to manufacturer lap tolerances.
⚠ Pending professional review
This lesson, its worked examples and its practice questions has not yet been verified by a licensed professional engineer or master tradesperson or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.
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Why Sequencing Matters
Underlayment and drip edge are the first true water-management layers on any shingle roof. Install them in the wrong order and water driven by wind or ice can migrate under the shingles and into the structure — even if every shingle above looks perfect. This lesson covers the correct sequence, the products involved, and the fastening standards that protect the building for decades.
Drip Edge: Two Locations, Two Rules
Drip edge is a pre-formed metal flashing — typically aluminum — installed along roof edges to direct water into the gutter and away from the fascia. It appears in two locations, and each follows a different sequencing rule.
Eave drip edge runs along the low edge of the roof. Install it directly on the deck before any underlayment. The underlayment then laps over the top flange of the drip edge. This way, water shedding off the underlayment falls onto the drip edge and into the gutter rather than being trapped behind the metal.
Rake drip edge runs along the sloped side edges (gables). Install it after the underlayment is in place. The rake drip edge laps over the top edge of the underlayment. This keeps wind-driven rain from lifting the underlayment edge and channels water away from the rake board.
A simple memory rule: eave drip edge goes under; rake drip edge goes over.
Fasten drip edge with corrosion-resistant roofing nails spaced per the manufacturer's instructions and local code. Overlap drip edge end joints by at least 2 inches, keeping the overlap pointing downhill so water sheds cleanly.
Ice-and-Water Shield
Ice-and-water shield (sometimes called self-adhering underlayment or peel-and-stick membrane) is a rubberized asphalt sheet with a factory-applied adhesive backing. It self-seals around fasteners and bonds tightly to the deck, making it the only underlayment that resists water intrusion from ice dams and wind-driven rain at vulnerable spots.
Where it goes:
- Eave zone: Starting at the eave drip edge, apply ice-and-water shield up the slope to a point that extends at least the minimum distance required by the manufacturer and applicable building code past the interior wall line (the heated space below). In cold climates this zone is commonly 24 inches inside the exterior wall, but always verify local code requirements.
- Valleys: Center ice-and-water shield in the valley, running it the full length. Apply it before field underlayment so the field sheets lap onto the shield.
Application steps:
1. Confirm the deck is clean, dry, and free of protruding fasteners.
2. Peel back only a short section of release film at a time — the adhesive grabs immediately and repositioning is difficult.
3. Press firmly with a hand roller or the flat of your gloved hand, working from the center outward to eliminate air pockets.
4. Trim edges flush with the drip edge using a utility knife and straightedge.
5. At seams, overlap per the manufacturer's specification (commonly 6 inches for end laps) and press firmly.
Avoid fishmouths — bubbles or lifted edges at laps. A fishmouth creates a path for water to travel under the membrane. If one forms, slit it, apply roofing cement under both flaps, and press flat.
Synthetic Underlayment: Layout and Fastening
Synthetic underlayment (woven or non-woven polypropylene) has largely replaced traditional felt on new construction because it is lighter, stronger, and more resistant to tearing. However, the same principles of overlapping and fastening apply.
Snapping chalk lines: Begin by measuring up from the eave and snapping horizontal chalk lines across the deck. These lines guide each course so laps stay consistent. Laps vary by product, but a typical synthetic underlayment requires a side lap (horizontal overlap between courses) of at least 4 inches and an end lap (vertical overlap where rolls meet end-to-end) of at least 6 inches. Always follow the specific manufacturer's instructions — they override generic rules.
Fastening: Use roofing staples with plastic caps, or roofing nails with large-head caps. Cap fasteners spread the load and prevent the underlayment from tearing through in wind. Space fasteners per the manufacturer's schedule, typically along the top edge of each course and through the lap zone. On steep slopes, add fasteners in the field of the sheet to prevent slippage before shingles are applied.
Work uphill: Always start at the eave and work toward the ridge so each upper course laps over the course below, just like shingles. Never lap a lower course over an upper course.
Safety on the Roof Deck
Underlayment is slippery — especially synthetic — and becomes extremely hazardous when wet or frost-covered. Follow these non-negotiable rules:
- Wear non-slip footwear with clean, rubber-soled soles at all times on the deck.
- Fall protection is required on any roof where you could fall 6 feet or more. Use a personal fall arrest system (PFAS) or ensure guardrails or safety nets are in place per OSHA fall protection standards.
- Inspect the deck before stepping onto it — soft spots, protruding nails, or wet wood create slip and fall hazards.
- Never stand on ice-and-water shield in direct sun immediately after application; the surface can be slick until the material fully sets.
- Keep the work area clear of roll ends, packaging, and tools that could cause trips.
- Hard hat, safety glasses, and gloves are required on the mock-roof section during all activities.
Checking Your Work
Before calling the instructor for final inspection, run through these self-checks:
1. Eave drip edge is under the underlayment; rake drip edge is over it.
2. All lap dimensions meet manufacturer specs — measure with a tape, not by eye.
3. Ice-and-water shield covers the full eave zone and valley with no lifted edges or fishmouths.
4. All cap fasteners are fully seated with no torn underlayment around them.
Passing inspection on all four criteria is the standard for advancing in this module.
Key terms10
Drip EdgeA pre-formed metal flashing installed along roof edges that directs water away from the fascia and into the gutter; eave drip edge is installed under underlayment, rake drip edge is installed over underlayment.
Ice-and-Water ShieldA self-adhering, rubberized-asphalt membrane applied to vulnerable areas such as eaves and valleys; it bonds to the deck and self-seals around fasteners to resist water intrusion from ice dams and wind-driven rain.
Synthetic UnderlaymentA lightweight, woven or non-woven polypropylene sheet installed over the roof deck beneath shingles to serve as a secondary moisture barrier.
Side LapThe horizontal overlap between two parallel courses of underlayment running up the slope; typically at least 4 inches for synthetic products, but always verify with the manufacturer.
End LapThe vertical overlap where two rolls of underlayment meet end-to-end along the same course; typically at least 6 inches for synthetic products.
FishmouthA bubble or raised edge at an underlayment seam or lap that creates an open pocket where water can infiltrate; must be corrected before shingles are installed.
Cap FastenerA roofing staple or nail fitted with a large plastic or metal cap that distributes the clamping load and prevents underlayment from tearing through at the fastener point.
Personal Fall Arrest System (PFAS)A system consisting of a full-body harness, lanyard or self-retracting lifeline, and anchor point that stops a worker's fall before they strike a lower level; required by OSHA when fall exposure is 6 feet or more in construction.
Eave ZoneThe area along the low edge of the roof most vulnerable to ice dams and wind-driven rain; building codes and manufacturers specify a minimum width of ice-and-water shield coverage in this zone.
RakeThe sloped edge of a roof at the gable end, running from eave to ridge; rake drip edge is installed along this edge over the underlayment.
Worked examples4
1. A synthetic underlayment roll is 48 inches wide. The manufacturer requires a 4-inch side lap between courses. How much net coverage does each course add up the slope?
- Identify roll width: 48 inches.
- Identify required side lap: 4 inches.
- Subtract the lap from the roll width to find net coverage per course: 48 − 4 = 44 inches.
Answer: Each course adds 44 inches (3 ft 8 in.) of net vertical coverage up the slope.
2. A mock-roof section runs 8 feet (96 inches) from eave to ridge. Using the 44-inch net coverage calculated above, how many full courses of synthetic underlayment are needed, and how much will the final course overlap the ridge?
- Total rise: 96 inches.
- First course starts at the eave and covers 44 inches net; second course starts 44 inches up and covers another 44 inches net: 44 + 44 = 88 inches covered after two courses.
- Remaining distance to ridge: 96 − 88 = 8 inches.
- A third course is required. It will extend 44 inches up from the 88-inch mark, which reaches 88 + 44 = 132 inches — well past the 96-inch ridge, so it is trimmed at the ridge.
- The third course overlaps the ridge by: 132 − 96 = 36 inches before trimming, meaning you need at least 36 inches of material on the third roll to reach and cover the ridge line.
Answer: Three courses are required. The third course reaches 36 inches past the ridge line before trimming flush.
3. Drip edge comes in 10-foot sections. The eave of the mock roof is 12 feet long. End laps must be at least 2 inches. How many sections are needed, and what is the actual installed length of the overlap?
- One 10-foot section covers the first 10 feet.
- Remaining eave: 12 − 10 = 2 feet = 24 inches still to be covered.
- A second 10-foot section is cut; it must overlap the first by at least 2 inches, so position it 2 inches back from the end of the first section.
- The second section provides: 24 + 2 (lap) = 26 inches, well within a 10-foot piece, so only 2 sections are needed.
- The overlap is exactly 2 inches — the minimum required.
Answer: Two drip edge sections are needed. The end lap is 2 inches, meeting the minimum requirement.
4. The inspector's checklist allows a lap tolerance of ±½ inch from the manufacturer's required 4-inch side lap. A student measures one lap at 3⅜ inches. Does it pass?
- Required lap: 4 inches.
- Allowable minimum: 4 − 0.5 = 3.5 inches (3½ in.).
- Student's measurement: 3⅜ inches = 3.375 inches.
- Compare: 3.375 < 3.5, so the lap is outside the acceptable tolerance.
Answer: The lap fails inspection. At 3⅜ in., it is ⅛ in. short of the minimum allowable 3½ in. and must be corrected.
In class: Drip edge sequencing drill: students install eave drip edge under underlayment and rake drip edge over underlayment on a mock roof, then photograph and label each layer to demonstrate correct sequence. · Underlayment layout and fastening: working in pairs, students snap horizontal chalk lines, roll out and fasten two courses of synthetic underlayment maintaining the required side and end laps, then self-check with a tape measure against manufacturer specs. · Ice-and-water shield application: students cut and apply ice-and-water shield to the eave zone and a simulated valley on the mock section, pressing seams firmly and trimming edges flush with drip edge.
Materials: Sloped mock-roof sections (minimum 4:12 pitch, 8×12 ft), chalk lines, tape measures, utility knives, roofing staplers and caps, pneumatic nailers, drip edge (aluminum), synthetic underlayment, ice-and-water shield, NCCER Roofing Level 1 Trainee Guide, manufacturer instructions, PPE (hard hat, non-slip footwear, safety glasses, gloves)
Check: Instructor inspects finished mock section against a checklist: drip edge sequence correct, all lap dimensions within manufacturer tolerance (±½ in.), ice-and-water shield covers full required eave width, no fishmouths or open seams — student must pass all four criteria to advance.
Practice check8
Answer each question, then check it. Nothing is recorded; this is your own practice.
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