Rules of Thumb for Fastening and Joining From Field

Impress your friends by knowing the difference between a screw and a bolt! Most would suggest it has something to do with size or strength; not so. A screw is designed to be rotated into the joint. A bolt is designed to be stationary while the nut is rotated onto the bolt.We Guarantee Cost Savings Through:

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Joint Design Rules of Thumb

  • Design mode of failure is screw or bolt breaking, not stripping of the internal threads.
  • The length of thread engagement in a steel nut member should be equal to or greater than one full diameter of the bolt and be of comparable strength (i.e. If the screw is ¼” diameter, the thread engagement needs to be a minimum of ¼”).
  • Either the nut or bolt can be rotated as long as the bearing surface is designed for that purpose (some form of washer face).

Torque/Tension Rules of Thumb

  • Most of the applied torque is NOT used  to general tension in the joint; it is generally consumed follows:
    • 35% overcomes thread friction
    • 55% overcomes under head friction
    • 10% created clamp or tension
  • Friction plays a significant role in the torque/tension relationship.  Changes, which appear to be small (adding wax to the bolt), can have a significant effect. A 10% reduction in friction can create a 25% increase in tension.
  • Torque to approximately 70% of yield strength (for hard joints).
  • Breakaway torque is typically approximately 70% of the assembly torque.

Thread-Forming Screw Rules of Thumb

  • Length of engagement is typically the same as guidelines in “Joint design.”  Do not include lead threads in “full thread engagement.”
  • When there is adequate length of engagement, start with a hole size that provide 65% thread engagement.
  • Thread-forming fasteners typically provide superior drive to fail ratios when compared to thread cutting fasteners.
  • Thread-cutting fasteners typically provide lower driving torque than thread forming fasteners.
  • A minimum drive to fail ratio of 1/3 is typically required.
  • Forming threads in materials ranging in hardness from Rb75 to Rb90 is not a problem.
  • Hardness is in excessive Rb90 need to be reviewed on an individual basis.
  • Design criteria should be primarily focused on joint strength requirements and maximizing the drive to fail ratio.

NOTE: Field has developed these rules of thumb but recognizes the need to test and validate the specific performance of all joints, especially critical joints.

-Bill Derry, President

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