Friday, December 5, 2014

Fast Facts on Fasteners

Understanding how fasteners work and how they were traditionally used is the first step to choosing the right one for your carpentry project.




When tackling carpentry projects in our older homes, we can choose from a vast array of fasteners to hold wooden elements together. Most of these fasteners can be readily found at the nearest home center, where shelves full of nails and screws seem to come in endless varieties. How can we make sense of all these selections and determine which is the best fit for a specific task? It helps to start with some historical background on traditional fasteners. Knowing how they evolved, how they were used traditionally, and even how they hold things together is critical to understanding that not all fasteners are created equal.

Historic Highlights
Two hundred and fifty years ago, when homeowners and builders needed to join two or more pieces of wood together, they had several types of fasteners at their disposal, and each was used for a different purpose. Large timbers were almost always joined with treenails or trunnels, which we know today as pegs. Smaller planks and boards were commonly joined with handmade nails. These wrought nails were used on everything from flooring to cabinet hinges. Blacksmiths would carefully fashion a variety of nails and customize their heads, depending on their intended use—nails with tiny, flat heads, for example, were used to fix trim in place, while nails with hook- or L-shaped heads were used to fasten flooring. During this time, handmade screws, which were individually filed and pointed, were also produced in limited quantities. These were generally used only on cabinetry and furniture.

By the late 18th century, mass-produced nails—cut by machine from sheets of iron—were introduced. As a result of their low cost and ready availability, they quickly supplanted hand-wrought versions. Several years later, machine-made screws also appeared, which greatly increased their use as anchors for all types of hardware. It wasn't until the late 1840s, though, that machine-made screws with pointed heads arrived, thanks to new technology that made it possible to turn a pointed thread. (The earliest machine-produced screws had flat bottoms.) Craftsmen quickly realized that these worked better than flat-bottomed screws, so the new screws found widespread and rapid acceptance. By the middle of the 19th century, the Industrial Revolution enabled another fastener innovation—manufactured nails cut from long reels of extruded iron (and later steel) wire, which could be produced more quickly and cheaply.

The homebuilding industry became increasingly dependent on these to fasten together new balloon and platform framing systems, but elsewhere, wire nails did not immediately replace cut nails. Craftsmen from roofers to trim carpenters abandoned cut nails reluctantly, so the process took more than half a century. It is not uncommon to find houses built with cut nails during the first half of the 20th century, because many carpenters were convinced of their superior holding power. A look at the way nails hold wood helps explain the preference (see "Staying Power," below).


Screw Strategies
Screws do two things very well: They hold securely, allowing you to adjust how tightly materials are connected, and they can be repeatedly installed and removed. Screws also are invaluable when either the material you're fastening or the substrate you're connecting it to will be damaged by the pounding of a hammer on a nail. (A plaster wall, for example, is much less damaged by the driving of a screw than the pounding of a nail).

Trimhead screws, which were introduced in the past 20 years, leave only a small head showing, so they can sometimes be used in place of finishing nails. They make an excellent way to secure stop moldings, but there can be a dark side to using a screw where it isn't expected or where the head is intentionally countersunk and filled for painting. Someday a future homeowner will be prying apart that molding and encounter your hidden line of screws, which will either splinter the wood as it is separated, or require hours of time spent hunting for and removing the hidden fasteners. As old-house owners, we have a responsibility to those who follow us, and all of our repairs should be readily apparent—even through paint—and easily reversible. I sink trimhead screws so their head is just flush with the wood's surface. Once painted, the tiny square recesses left behind will clue future craftsman in to the fact that screws join the materials. To enhance the visual appeal of a traditional house, try using slotted screws, which were the type most readily available until the mid-1920s.

Nail Know-How
Nails are relatively inexpensive, can be installed quickly, and hold securely. For this reason, they have been the fastener of choice in homebuilding since about 1830. To this day, they remain the fastener relied on most by homebuilders. Where nails are used, reversibility is implied. Almost all nails can be removed simply by prying. There are, however, some varieties designed to resist pull-out, such as cement-coated nails, in which the heat generated from the friction of driving the nail momentarily liquefies an adhesive that keeps the nail in place. Other nails have shanks that are ridged or cut with a screw-like spiral. Both types damage wood as they are removed, and should be avoided whenever possible.

To retain the visual appeal of your 18th- or 19th-century house, consider using reproduction nails. These are usually cut nails that can be finished with either a "rosehead" (a blacksmith-styled shallow pyramidal head once used on nails that attached hardware or flooring) or a flat head characteristic of original cut nails.
Nails or Screws?
As a general rule of thumb, you should always replace nails and screws with similar fasteners, particularly if you are completing a faithful restoration. While this seems like simple advice, it's sometimes tempting to swap one out for the other. For example, whenever I encounter interior stop moldings on windows that are secured with nails, I consider replacing the nails with screws, because windows need regular maintenance that usually requires removing one or both sashes. Screws make this job easier.

All fasteners are usually available in bright (uncoated), galvanized, or stainless steel. For outdoor use, choose the most corrosion-resistant material you can find. Stainless steel nails are significantly more resistant, but can be considerably more expensive. In addition, while almost all hardware departments will carry galvanized nails, many sizes and styles of stainless steel nails have to be mail-ordered. Also, be sure to match the metal to the wood. Certain species of wood (redwoods and cedar) react with galvanized nails to produce staining and corrosion. In this case, stainless steel is the best choice. And although copper nails are considered appropriate for roofing, copper corrodes quickly in the presence of the tannins contained in split oak shingles. Here, galvanized or, better still, stainless steel is preferred.

Staying Power
Many homeowners (and even some professionals) are unclear about how nails hold wood together. It's actually the wood—not the nail or the head—that does the holding. Driving a nail into a piece of wood forces the wood fibers to tear. The direction the nail travels orients the fibers downward, pressed tightly against the nail's shank. The greater the surface area of the nail, the greater the number of locking fibers, hence the superior holding power of cut or wrought nails.

6 Fascinating Facts about Fasteners

It’s always a surprise when you learn something new or interesting about a subject you thought you knew everything about. Well fasteners are pretty cut and dry, right? Read on for a few facts about fasteners that may amaze you!
1. If you’ve ever designed a part with a tapped hole, you may have wondered, “How many threads do I need to make a strong connection?” The answer is that it varies, but six at most.  Because bolts stretch slightly when load is applied, the loading on each thread is different. When you apply a tensile load on a threaded fastener, the first thread at the point of connection sees the highest percentage of the load. The load on each thread decreases from there, as seen in the table below. Additional threads beyond the sixth will not further distribute the load and will not make the connection any stronger.
Thread #
% of Load
Cumulative % of Load
1
34    
34    
223    57    
316    73    
411    84    
59    93    
67    100    
 
2. There is a common misconception that black-oxide alloy steel socket head cap screws (SHCS) are ‘grade 8’. This is believed because grade 8 fasteners are so widely available that the label has become associated with all high-strength fasteners. Technically speaking, to be considered ‘grade 8’, a fastener has to meet industry standards for various characteristics. Three of the most important physical properties of SHCS are inconsistent with the ‘grade 8’ classification: tensile strength, hardness, and markings on the bolt head. SHCS are actually stronger than ‘grade 8’, and have more in common with grade 9 fasteners.

3. When a bolted connection will be subjected to a fatigue loading, you want to tighten the bolt up to its yielding point for maximum strength. A bolt will experience zero change in load if the applied tensile force is less than the compressive force of the connection. So, a tightly fastened connection is better suited to withstand fatigue loading than a loose connection because the bolt itself will not sense the fatigue load, although you still need to make sure the bolt is properly sized. . If the applied torque is critical for your application, make sure that you apply the recommended torque to the head of the bolt, rather than the nut. Torquing the nut can result in different nut factors and change the torque required to achieve proper pre-load.

4. Have you ever seen a fastener labeled with a 2A or 3B rating and wondered what that meant? That number-letter combo is used to indicate the thread class of the fastener. Thread classes include 1, 2, 3 (loose to tight), A (external), and B (internal). These ratings are clearance fits which indicates that they assemble without interference. Classes 1A and 1B are rarely used, but are a good choice when quick assembly and disassembly are a priority. Classes 2A and 2B are the most common thread classes because they offer a good balance between price and quality. 3A and 3B are best used in applications requiring close tolerances and a strong connection. Socket cap and socket set screws are usually class 3A.
   
Bolts and fasteners5. All fasteners are available with either coarse or fine threads, and each option has its own distinct advantages. Finely threaded bolts have larger stress areas than coarse bolts of the same diameter, so if you are limited on the bolt size due to dimensional constraints, choose a fine thread for greater strength. Fine threads are also a better choice when threading a thin walled member. When you don’t have much depth to work with, you want to utilize their greater number of threads per inch. Fine threads also permit greater adjustment accuracy by requiring more rotations to move linearly.
On the other hand, coarsely threaded bolts are less likely to be cross threaded during assembly. They also allow for quicker assembly and disassembly, so choose these when you will be reassembling a part often. If the threads will be exposed to harsh conditions or chemicals, a coarsely threaded fastener should be considered for its thicker plating or coating.

6. When designing a clearance hole for a bolt, it helps to refer to a chart to pick the correct hole size.  Similarly, when pre-drilling a hole that is to be tapped, it helps to have a chart to refer to the appropriate size pilot hole. 

8 Little Known Facts about the History of the Screw

1)  

Many of the workman’s tools we use today were invented during the Roman Age or even before.


Rybczynski explores the histories of several other tools such as the saw, the plane, the chisel, and the level. He discovers that all of these tools were invented during the Roman age if not before. The chisel, for example, dates from the Bronze Age.


2) The threading on a screw forms the shape of a helix, not a spiral.


This is a common mistake. Rybczynski writes, “A spiral is a curve that winds around a fixed point with a continuously increasing radius…A helix…is a three-dimensional curve that twists around a cylinder at a constant inclined angle” (111). Spiral staircases form helixes, not spirals.


3) The screw firsts appears in machinery during the time of the Ancient Greeks, when screws were used in presses of various kinds.


Screws were first used in olive presses and grape presses. In the Middle Ages, this mechanism was adapted for use in the printing press and the paper press. The screw mechanism allows for tremendous force to be exerted on the object being pressed with minimal effort. For example, imagine a press whose large screw has a pitch of one inch and which is turned by means of a handspike three feet long. A pressure of only 40 pounds on the handspike will exert a pressure of more than nine thousand pounds on the olives or grapes.


4) Some of the earliest screws to be used as fasteners were used in military weapons.


For example, screws were widely used in putting firearms together in the early 16thcentury. The threads provided a snugger fit that could survive the vibrations from the firing gun. Screws were also widely used in assembly armor. When screws are inserted into metal their threads must be fairly accurate in order to fit properly into the receiving threads. These screws were created by first hammering out a head and shank and then cutting the thread using a die called a screw plate.


5) Screws were originally used as fasteners for fixing two relatively thin pieces of material together.


Nails are more effective when they are longer. Even a tiny screw when properly installed will remain permanently fixed. To remove a screw without a screwdriver, one actually has to cut away the surrounding material.


6) Although screws were in use as fasteners by the mid-fifteenth century, factory production of screws didn’t start until the mid-1700’s.


As a screw manufacturer, it’s hard to imagine screws being carved by hand. Whole families literally worked day and night to file threads and cut slots in the heads of the screws. In England, blacksmiths delivered large quantities of nails formed with heads to families who then cut a slot in the head and laboriously filed the threading by hand. Not surprisingly, this tedious labor produced poor results-the screws were uneven with shallow threads. The cost of producing screws in this manner was so high that screws were sold individually.


7) The first screw factory was a financial failure.


In 1760 England, Job and William Wyatt patented a design for a machine that could produce screws automatically. It took them 16 years to raise the capital to open a factory. The Wyatt’s machine made a labor of several minutes into one of six or seven seconds while producing a much higher quality product. For some reason, the Wyatt brothers’ business was not successful. Their successors, however, were able to make their business profitable and produced 16,000 screws a day with a team of 30 people.


8) A machine for producing tapered threads was not invented until 1842.


At the time, the lathes that produced screws were incapable of producing the tapered threading visible on a modern screw. Without tapering, the thread could not continue until the tip of the screw. This meant that a hole needed to be drilled before a screw could be installed. In the 1840’s, several American manufacturers received patents for machines that could produce a tapered thread. This technological innovation helped the United States become the most important screw manufacturer in the world.


Overall, a very engaging read. Make sure to check out Rybczynski's book to learn more about the history of hand tools and machinery.