🌎 All English Articles  |  🇯🇵 Japanese Version

Screws, Bolts, and Fasteners: Essential Knowledge for Mechanical Designers

Screws, Bolts, and Fasteners: Essential Knowledge for Mechanical Designers English

Introduction

Fasteners are among the most frequently used components in mechanical design — and among the most frequently misspecified. Understanding thread standards, grades, and tightening requirements is essential for producing reliable, safe designs.

Thread Standards

Metric Threads (ISO 68-1)

The international standard. Specified as M[diameter]×[pitch]. Common examples:

  • M6×1.0 — 6 mm diameter, 1.0 mm pitch
  • M10×1.5 — 10 mm diameter, 1.5 mm pitch (coarse, standard)
  • M10×1.25 — 10 mm diameter, 1.25 mm pitch (fine)

Coarse threads are standard for most applications; fine threads are used where vibration resistance or fine adjustment is needed.

Unified Inch Threads (UNC/UNF)

Used in North America and on some legacy equipment worldwide. Specified as [diameter]-[TPI (threads per inch)] [UNC/UNF]. Example: 3/8″-16 UNC.

When designing new products, use metric threads. Inch threads appear mainly on existing equipment or US-market products.

Bolt Strength Grades

ISO Grade Tensile Strength Proof Load Typical Use
4.6 400 MPa 225 MPa Non-critical, low-load
8.8 800 MPa 600 MPa General engineering (most common)
10.9 1000 MPa 900 MPa High-strength joints
12.9 1200 MPa 1080 MPa Maximum strength (expensive)

Grade 8.8 is the standard choice for most mechanical assemblies. Use higher grades only when load analysis justifies it — higher grades are more susceptible to hydrogen embrittlement and fatigue failure.

Tightening Torque

Proper torque creates clamp force that holds the joint together. Approximate tightening torque (for grade 8.8, lubricated):

Thread Size Tightening Torque (approx.)
M6 10 Nu00b7m
M8 25 Nu00b7m
M10 50 Nu00b7m
M12 85 Nu00b7m

Always use manufacturer or design standard torque tables for critical joints. The values above are approximate and depend on friction coefficient.

Preventing Loosening

  • Spring washer: simple and widely used, but limited effectiveness under vibration
  • Nyloc nut (prevailing torque nut): nylon insert grips threads; reliable for moderate vibration
  • Thread-locking adhesive (e.g., Loctite 243): fills thread gaps; highly effective, but requires solvent or heat to disassemble
  • Double nut (jam nut): two nuts tightened against each other; effective but bulky
  • Serrated flange bolt/nut: serrations bite into mating surface; good for sheet metal

Thread Engagement Length

Minimum thread engagement (length of threaded hole) to match bolt strength:

  • Steel into steel: 1.0 × bolt diameter
  • Steel into aluminum: 1.5–2.0 × bolt diameter
  • Steel into cast iron: 1.25–1.5 × bolt diameter

FAQ

Q. What is the difference between a bolt and a screw?
A. In engineering usage, a bolt is tightened by a nut (passes through a clearance hole); a screw is tightened by rotating its head into a tapped hole. In common usage the terms are often used interchangeably.

Q. When should I specify a fine thread vs. a coarse thread?
A. Use coarse threads (standard) for most applications — they are faster to assemble and more resistant to cross-threading. Use fine threads where axial adjustment precision is needed, where thread engagement depth is limited, or on thin-walled parts where coarse threads would be too few in engagement.

Q. What does the head marking on a bolt mean?
A. ISO grade bolts are marked on the head: “8.8”, “10.9”, “12.9” etc. The first digit relates to tensile strength in units of 100 MPa; the second digit (after the decimal) relates to the proof load ratio. A blank head or no marking often indicates a low-grade (4.6 or below) fastener.


Related Articles

コメント

タイトルとURLをコピーしました