Screw

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Screws come in a variety of shapes and sizes for different purposes. U.S. Quarter coin (diameter 24 mm) shown for scale.

A screw is a shaft with a helical groove or thread formed on its surface and provision at one end to turn the screw. Its main uses are as a threaded fastener used to hold objects together, and as a simple machine used to translate torque into linear force. It can also be defined as an inclined plane wrapped around a shaft.

Contents

  • 1 The screw as simple machine
  • 2 Threaded fastener
  • 3 Differentiation between bolt and screw
    • 3.1 Other fastening methods
  • 4 Materials and strength
  • 5 Mechanical analysis
  • 6 Tensile strength
  • 7 Types of screws and bolts
  • 8 Shapes of screw head
  • 9 Types of screw drive
    • 9.1 Combination drives
  • 10 Tamper-resistant screws
  • 11 Tools used
  • 12 Mechanics of use
  • 13 Thread standards
    • 13.1 ISO metric screw thread
    • 13.2 Whitworth
    • 13.3 British Association screw threads (BA)
    • 13.4 Unified Thread Standard
    • 13.5 Others
  • 14 History
  • 15 Legal issues
  • 16 See also
  • 17 References
  • 18 External links

[edit] The screw as simple machine

A large screw in a pipe was used in antiquity to pump liquids.

A screw may be used to move one object, with a threaded hole right through it, relative to another object to which one end of the screw is fastened allowing it to rotate but not to move axially. A vise is an example of this use.

The propeller of a ship is often called a screw and acts as one, and the similar propeller of an aircraft is called an airscrew.

[edit] Threaded fastener

The remainder of this article is mainly concerned with the screw as threaded fastener.

A screw used as a threaded fastener consists of a shaft, usually mainly cylindrical and in many cases tapering to a point at one end and with a helical ridge or thread formed on it, and a head at one end which can be rotated by some means. The thread is essentially an inclined plane wrapped around the shaft. The thread mates with a complementary helix in the material. The material may be manufactured with the mating helix using a tap, or the screw may create it when first driven in (a self-tapping screw). The head is specially shaped to allow a screwdriver or wrench (British English: spanner) to rotate the screw, driving it in or releasing it. The head is of larger diameter than the body of the screw and has no thread so that the screw can not be driven deeper than the length of the shaft, and providing compression.

Screws can normally be removed and reinserted without reducing their effectiveness. They have greater holding power than nails and permit disassembly and reuse.

The vast majority of screws are tightened by clockwise rotation; we speak of a right-hand thread. Screws with left-hand threads are used in exceptional cases, when the screw is subject to anticlockwise forces that might undo a right-hand thread. Left-hand screws are used on rotating items such as the left-hand grinding wheel on a bench grinder or the left hand pedal on a bicycle (both looking towards the equipment).

Threaded fasteners were made by a cutting action such as dies provide, but recent advances in tooling allow them to be made by rolling an unthreaded rod (the blank) between two specially machined dies which squeeze the blank into the shape of the required fastener, including the thread. This method has the advantages of work hardening the thread and saving material. A rolled thread can be distinguished from a thread formed by a die as the outside diameter of the thread is greater than the diameter of the unthreaded portion of the shaft. Bicycle spokes, which are just bolts with long thin unthreaded portions, always use rolled threads for strength.

[edit] Differentiation between bolt and screw

A capscrew with a nut, washer and locknut.
See also: Bolt manufacturing process

A screw, by definition, is not a bolt. A bolt passes through a hole of larger diameter than its thread, and is held in place by a nut or similar device; it is not designed to be turned. What is often referred to as a bolt is in fact a 'cap screw', which is designed to be turned (or screwed). Cap screws may, or may not be used with nuts. The distinction is subtle, but significant in the design of the fastener. If threaded all the way to the back of the head a cap screw becomes a 'machine screw'.

[edit] Other fastening methods

Alternative fasteners to screws and bolts are nails, rivets, roll pins, pinned shafts, welding, soldering, brazing, gluing, and duct tape (taping).

Another option is the threaded insert. Examples include HeliCoil [1] and Keensert [2].

[edit] Materials and strength

Screws and bolts are made in a wide range of materials, with steel being perhaps the most common, in many varieties. Where great resistance to weather or corrosion is required, stainless steel, titanium, brass or bronze may be used, or a coating such as brass, zinc or chromium applied. Electrolytic action from dissimilar metals can be prevented with aluminium screws for double-glazing tracks, for example. Some types of plastic, such as nylon or Teflon, can be threaded and used for fastening requiring moderate strength and great resistance to corrosion or for the purpose of electrical insulation. Even porcelain and glass can have molded screw threads that are used successfully in applications such as electrical line insulators and canning jars.

The same type of screw or bolt can be made in many different grades of material. For critical high-tensile-strength applications, low-grade bolts may fail, resulting in damage or injury. On SAE-standard bolts, a distinctive pattern of marking is impressed on the heads to allow inspection and validation of the strength of the bolt. However, low-cost counterfeit fasteners may be found with actual strength far less than indicated by the markings. Such inferior fasteners are a danger to life and property when used in aircraft, automobiles, heavy trucks, and similar critical applications.

[edit] Mechanical analysis

Rotating screw and fixed trough

A screw or bolt is a specialized application of the inclined plane. The inclined plane, called its thread, is helically disposed around a cylinder or shaft. That thread usually either fits into a corresponding (negative or "female") helical thread in a nut, or forms a corresponding helical cut in surrounding softer material as it is inserted. A simple screw, e.g. for fastening, is typically pointed, and thereby is commonly distinguished (in informal terminology) from a bolt or "machine screw." Common screws, and usually bolts, have a "head" which may be mechanically driven or rotated, which usually serves as a stop, and may have an unthreaded "shoulder" portion beneath the head. A wide variety of other secondary features exists.

The technical analysis (see also statics, dynamics) to determine the pitch, thread profile, coefficient of friction (static and dynamic), and holding power of a screw or bolt is very similar to that performed to predict wedge behavior. Wedges are discussed in the article on simple machines.

Critical applications of screws and bolts will specify a torque that must be applied when driving it. The main concept is to tension the bolt, and compress parts being held together, creating a spring-like assembly. The stress thus introduced to the bolt is called a preload. When external forces try to separate the parts, the bolt experiences no strain unless the preload force is exceeded.

As long as the preload is never exceeded, the bolt or nut will never come loose (assuming the full strength of the bolt is used. If the full strength of the bolt is not used (e.g., a steel bolt threaded into aluminum, then a thread-locking adhesive or insert may be used.

If the preload is exceeded during normal use, the joint will eventually fail. The preload is calculated as a percentage of the bolt's yield tensile strength, or the strength of the threads it goes into, or the compressive strength of the clamped layers (plates, washers, gaskets), whichever is least.

[edit] Tensile strength

Rusty hexagonal bolt heads

Screws and bolts are usually in tension when properly fitted. In most applications they are not designed to bear large shear forces. For example, when two overlapping metal bars joined by a bolt are likely to be pulled apart longitudinally, the bolt must be tight enough so that the friction between the two bars can overcome the longitudinal force. If the bars slip, then the bolt may be sheared in half, or friction between the bolt and slipping bars may erode and weaken the bolt (called fretting). For this type of application, high-strength steel bolts are used and should be tightened to a specified torque.

High-strength bolts usually have a hexagonal head with an ISO strength rating (called property class) stamped on the head. The property classes most often used are 8.8 and 10.9. The number before the point is the tensile ultimate strength in MPa divided by 100. The number after the point is 10 times the ratio of tensile yield strength to tensile ultimate strength. For example, a property class 5.8 bolt has a nominal (minimum) tensile ultimate strength of 500 MPa, and a tensile yield strength of 0.8 times tensile ultimate strength or 0.8(500) = 400 MPa.

Tensile yield strength is M10, property class 8.8 bolt can very safely hold a static tensile load of about 15 kN. the screw in the image should be going the other way.

[edit] Types of screws and bolts

Combination flanged-hex/Phillips-head screw used in computers
A wood screw being driven into a board with a drill

[edit] Shapes of screw head


(a) pan, (b) button, (c) round, (d) truss, (e) flat, (f) oval

Some varieties of screw are manufactured with a break-away head, which snaps off when adequate torque is applied. This prevents tampering and disassembly and also provides an easily-inspectable joint to guarantee proper assembly.

[edit] Types of screw drive

Part of the series on
Screw draw types
Slotted ("Flathead")
Phillips
Pozidriv
Torx
Hex
Robertson
Tri-Wing
Torq-Set
Spanner Head
This box: view  talk  edit
Phillips vs. Frearson
BNAE driver bit

Modern screws employ a wide variety of drive designs, each requiring a different kind of tool to drive in or extract them. The most common screw drives are the slotted and Phillips; hex, Robertson, and TORX are also common in some applications. Some types of drive are intended for automatic assembly in mass-production of such items as automobiles. More exotic screw drive types may be used in situations where tampering is undesirable, such as in electronic appliances that should not be serviced by the home repair person.

Hex socket screws

[edit] Combination drives

Some screws have heads designed to accommodate more than one kind of driver. The most common of these is a combination of a slotted and Phillips head. Because of its prevalence, there are now drivers made specifically for this kind of screw head. Other combinations are a Phillips and Robertson, a Robertson and a slotted, and a triple-drive screw which can take a slotted, Phillips or a Robertson. The Recex drive system claims it offers the combined non-slip convenience of a Robertson drive during production assembly and Phillips for after market serviceability. Combination head screws are becoming more and more popular.

[edit] Tamper-resistant screws

Tamper-resistant external-TORX driver
One-way slotted screw

Many screw drives, including Phillips, TORX, and Hexagonal, are also manufactured in tamper-resistant form. These typically have a pin protruding in the center of the screw head, necessitating a special tool for extraction. However, the bits for many tamper-resistant screw heads are now readily available from hardware stores, tool suppliers and through the Internet. What is more, there are many commonly used techniques to extract tamper resistant screws without the correct driver — for example, the use of an alternative driver than can gain enough purchase to turn the screw, modifying the head to accept an alternative driver, forming ones own driver by melting an object into the head to mould a driver, or simply turning the screw using a pair of locking pliers. Thus, these special screws offer only modest security.

The slotted screw drive also comes in a tamper-resistant one-way design with sloped edges; the screw can be driven in, but the bit slips out in the reverse direction.

There are specialty fastener companies that make unusual, proprietary head designs, featuring matching drivers available only from them, and only supplied to registered owners.

[edit] Tools used

The hand tool used to drive in most screws is called a screwdriver. A power tool that does the same job is a power screwdriver; power drills may also be used with screw-driving attachments. Where the holding power of the screwed joint is critical, torque-measuring and torque-limiting screwdrivers are used to ensure sufficient and not excessive force is developed by the screw. The hand tool for driving cap screws and other types is called a spanner (UK usage) or wrench (US usage).

The knock-off bolt is a high security screw that is extremely difficult to remove. It is comprised of a counter-sunk flat head screw, with a thin shaft and hex head protruding from the flat head. The hex head is used to drive the bolt into the countersunk hole, then the wrench or hammer is used to knock the shaft and hex head off of the flat head, leaving only a smooth screw head exposed. Removal is facilitated by drilling a small hole part way into the outer part of the head and using a punch and hammer at a sharp angle in an counter-clockwise direction. This type of screw is used primarily in prison door locks.

[edit] Mechanics of use

When driving in a screw, especially when the screw has been removed and is being placed again, the threads can become misaligned and damage, or strip, the threading of the hole. To avoid this, slight pressure is applied and the screw is driven in reverse, until the leading edges of the helices pass each other, at which point a slight click will be felt (and sometimes heard.) When this happens, the screw will often assume a more aligned position with respect to the hole.

Immediately after the 'click', the screw may be driven in without damage to the threading. This technique is useful for re-seating screws in wood and plastic, and for assuring the proper fit when screwing down plates and covers where alignment is difficult.

[edit] Thread standards

See also: Screw thread

There are many systems for specifying the dimensions of screws, but in much of the world the ISO metric screw thread preferred series has displaced the many older systems. Other relatively common systems include the British Standard Whitworth, BA system (British Association), and the SAE Unified Thread Standard.

[edit] ISO metric screw thread

The basic principles of the ISO metric screw thread are defined in international standard ISO 68-1 and preferred combinations of diameter and pitch are listed in ISO 261. The smaller subset of diameter and pitch combinations commonly used in screws, nuts and bolts is given in ISO 262. The most commonly used pitch value for each diameter is known as the "coarse pitch". For some diameters, one or two additional "fine pitch" variants are also specified, for special applications such as threads in thin-walled pipes. ISO metric screw threads are designated by the letter M followed by the major diameter of the thread in millimeters, e.g. "M8". If the thread does not use the normal "coarse pitch" (e.g., 1.25 mm in the case of M8), then the pitch in millimeters is also appended with a multiplication sign, e.g. "M8×1" if the screw thread has an outer diameter of 8 mm and advances by 1 mm per 360° rotation.

The nominal diameter of a metric screw is the outer diameter of the thread. The tapped hole (or nut) into which the screw fits, has an internal diameter which is the size of the screw minus the pitch of the thread. Thus, an M6 screw, which has a pitch of 1 mm, is made by threading a 6 mm shaft, and the nut or threaded hole is made by tapping threads in a 5 mm hole.

Metric hexagon bolts, screws and nuts are specified, for example, in British Standard BS 4190 (general purpose screws) and BS 3692 (precision screws). The following table lists the relationship given in these standards between the thread size and the maximal width across the hexagonal flats (wrench size):

ISO metric thread M1.6 M2 M2.5 M3 M4 M5 M6 M8 M10 M12 M16 M20 M24 M30 M36 M42 M48 M56 M64
wrench size (mm) 3.2 4 5 5.5 7 8 10 13 17 19 24 30 36 46 55 65 75 85 95

In addition, the following non-preferred intermediate sizes are specified:

ISO metric thread M14 M18 M22 M27 M33 M39 M45 M52 M60 M68
wrench size (mm) 22 27 32 41 50 60 70 80 90 100

[edit] Whitworth

The first person to create a standard (in about 1841) was the English engineer Sir Joseph Whitworth. Whitworth screw sizes are still used, both for repairing old machinery and where a coarser thread than the metric fastener thread is required. Whitworth became British Standard Whitworth, abbreviated to BSW (BS 84:1956) and the British Standard Fine (BSF) thread was introduced in 1908 because the Whitworth thread was a bit coarse for some applications. The thread angle was 55° and a depth and pitch of thread that varied with the diameter of the thread (i.e., the bigger the bolt, the coarser the thread). The spanner size is determined by the size of the bolt, not the distance between the flats. The most common use of a Whitworth pitch nowadays is the standard photographic tripod thread, which for small cameras is 1/4" Whitworth (20 tpi) and for medium/large format cameras is 3/8" Whitworth (16 tpi).

[edit] British Association screw threads (BA)

A later standard established in the United Kingdom was the BA system, named after the British Association for Advancement of Science. Screws were described as "2BA", "4BA" etc., the odd numbers being rarely used, except in equipment made prior to the 1970's for telephone exchanges in the UK. This equipment made extensive use of odd-numbered BA screws, in order -- it may be suspected -- to reduce theft. While not related to ISO metric screws, the sizes were actually defined in metric terms, a 0BA thread having a 1 mm pitch. These are still the most common threads in some niche applications. Certain types of fine machinery, such as moving-coil meters, tend to have BA threads wherever they are manufactured.

[edit] Unified Thread Standard

The United States has its own system, usually called the Unified Thread Standard, which is also extensively used in Canada and in most other countries around the world. At least 85% of the world's fasteners are dimensioned to Unified thread dimensions, and the biggest selection of fastener sizes and materials are found supplied in this standard (Source: World Fastener Review, Industrial Press, 2006). A version of this standard, called SAE for the Society of Automotive Engineers, was used in the American automobile industry. The SAE is still associated with inch-based fasteners by the public, even though the U.S. auto industry (and other heavy industries relying on SAE) have gradually converted to ISO preferred series fasteners for some assemblies from the 1970s onward, because global parts sourcing and product marketing favor international standardization. However, all automobiles sold in around the world contain both metric (engine assemblies) and Imperial fasteners (for example, lug nuts, oxygen sensors, internal electrical assemblies, body fasteners, lamps, steering, brake and suspension parts).

Machine screws are described as 0-80, 2-56, 3-48, 4-40, 5-40, 6-32, 8-32, 10-32, 10-24, etc. up to size 16. The first number can be translated to a diameter, the second is the number of threads per inch. There is a coarse thread and a fine thread for each size, the fine thread being preferred in thin materials or when its slightly greater strength is desired.

The numbering system follows a roughly logarithmic series where an increase in each screw number size approximately doubles the tensile strength of the screw and is given by Dia = (#N X .013") + .060" Using this formula a #5 screw has a major diameter of .125" (1/8"), a #10 screw has a diameter of .190" (or 3/16" in practical terms), etc. The formula applies for screw thread numbers #0 and higher, but does NOT apply to smaller Unified miniature screw thread series. Typically screws smaller than size #0 are supplied in the Unified Miniature Series. The formula for number sizes smaller than size #0 is given by Dia = .060" - (#zerosize X .013). So a #00 screw is .047" dia, #000 is .034" dia, etc.

The number series of machine screws once included odd numbers (7, 9, etc.) and extended up to #16 or more. Standardization efforts in the late 19th and the early part of the 20th century reduced the range of sizes considerably. Now, it is less common to see machine screws larger than #14, or odd number sizes other than #1, #3 and #5. Even though #14 and #16 screws are still available, they are not as common as sizes #0 thru #12.

Sizes 1/4" diameter and larger are designated as 1/4"-20, 1/4"-28, etc. the first number giving the diameter in inches and the second number being threads per inch. Most thread sizes are available in UNC or UC (Unified Coarse Thread, example 1/4"-20) or UNF (example 1/4"-28 UNF or UF).

[edit] Others

Other thread systems include Acme thread form, BSP (British standard pipe thread which exists in a taper and non taper variant; used for other purposes as well) and BSC (British Standard Cycle) a 26tpi thread form, CEI (Cycle Engineers Institute, used on bicycles in Britain and possibly elsewhere), British Standard Brass a fixed pitch 26tpi thread, NPT (National pipe thread) and NPTF (pipe threads), and PG (German: "Panzer-Gewinde"), used in thin plate metal, such as for switches and nipples in electrical equipment housings.

[edit] History

Screw making machine, 1871

In antiquity, the Greek mathematician Archytas of Tarentum (428 – 350 BC) was credited with the invention of the screw.[citation needed] By the 1st century BC, wooden screws were commonly used throughout the Mediterranean world in devices such as oil and wine presses. Metal screws used as fasteners did not appear in Europe until the 1400s.

The metal screw did not become a common woodworking fastener until machine tools for mass production were developed at the end of the 18th century. In 1770, English instrument maker, Jesse Ramsden (1735-1800) invented the first satisfactory screw-cutting lathe. The British engineer Henry Maudslay (1771-1831) patented a screw-cutting lathe in 1797; a similar device was patented by David Wilkinson in the United States in 1798.

In 1908, square-drive screws were invented by Canadian P. L. Robertson, becoming a North American standard. In the early 1930s, the ppPhillips head screw[[was invented by Henry Phillips.

Standardization of screw thread forms accelerated during WWII so that interchangeable parts could be produced by any of the Allied countries.

Prior to the mid 19th century, cotter pins or pin bolts, and "clinch bolts" (now called rivets), were used in ship building.

In 1744, the flat-bladed bit for the carpenter's brace was invented, the precursor to the first simple screwdriver. Handheld screwdrivers first appeared after 1800.

[edit] Legal issues

In the United States a screw and a bolt have different import duties. The difference between them is therefore of keen interest to importers and customs authorities.

This was the subject of a court case Rocknel Fastener, inc v. United States: 34 page PDF. The position is outlined in a current US government document Distinguishing Bolts From Screws: 21 page PDF.