Iso898 2
Iso898 2
STANDARD 898-2
Second edition
1992-1 l-01
Reference number
IS0 898-2:1992(E)
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Foreword
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fasteners.
IS0 898 consists of the following parts, IJnder the general title Mechan-
ical properties of fasteners:
- Part 5: Set screws and similar threaded fasteners not under tensile
stresses
- Part 6: Nuts with specified proof load values - Fine pitch thread
- Part 7: Torsional test and minimum torques for bolts and screws
with nominal diameters I mm to 10 mm
Annexes A and B of this part of IS0 898 are for information only.
8 IS0 1992
All rights reserved. No part of this publication may be reproduced or utilized in any form
or by any means, electronic or mechanical, including photocopying and microfilm, without
permission in writing from the publisher.
International Organization for Standardization
Case Postale 56 l CH-1211 Gen6ve 20 l Switzerland
Printed in Switzerland
Part 2:
Nuts with specified proof load values - Coarse thread
This International Standard specifies the mechanical - ability to withstand temperatures above
properties of nuts with specified proof load values + 300 “C or below - 50 “C.
when tested at room temperature (see IS0 1). Prop-
NOTES
erties will vary at higher and lower temperature.
1 Nuts made from free-cutting steel should not be used
It applies to nuts above + 250 “C.
with nominal thread diarneters up to and includ- 2 For special products such as nuts for high-strength
ing 39 mm; structural bolting, and overtapped nuts for use with hot-
dipped galvanized bolts, see the product standards for
of triangular IS0 thread and with diameters and appropriate values
pitches according to IS0 68 and IS0 262 (coarse
thread); 3 For assemblies with threads having tolerances wider
than 6H/6g, there is an increased risk of stripping; see
also table 1.
with diameter/pitch combinations according to
IS0 267 (coarse thread); 4 In the case of thread tolerances other or larger than
6H, a decrease of the stripping strength should be con-
with thread tolerances 6H according to IS0 965-l sidered (see table 1).
and IS0 965-2;
It does not apply to nuts requiring special properties M2,5 M7 100 95,s 97
such as
- weldability;
‘) 11 is the nominal diameter of the internal thread in accordance with IS0 724.
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IS0 1:1975, Standard reference temperature for in- 3.1 Nuts with nominal heights > 0,80
dustrial length measurements. (effective lengths of thread > C46D)
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IS0 68:1973, IS0 general purpose screw threads - Nuts with nominal heights > 0,8D (effective lengths
Basic profile. of thread > 0,SZI) are designated by a number to
indicate the maximum appropriate property class of
IS0 261:1973, IS0 general purpose metric screw bolts with which they may be mated.
threads - General ptan.
failure of threaded fasteners due to over-tightening
IS0 262:1973, IS0 general purpose metric screw can occur by bolt shank fracture or by stripping of
threads - Selected sizes for screws, bolts and nuts. the threads of the nut and/or bolt. Shank fracture is
sudden and therefore easily noticed. Stripping is
IS0 272:1982, Fasteners - Hexagon products - gradual and therefore difficult to detect and this in-
Widths across fiats. troduces the danger of partly failed fasteners being
left in assemblies.
IS0 286-2:1988, /SO system of limits and fits -
Part 2: Tables of standard tolerance grades and limit It would therefore be desirable to design threaded
deviations for holes and shafts. connections so that their mode of failure would al-
ways be by shank fracture but, unfortunately, be-
IS0 724:1978, /SO metric screw threads - Basic di- cause of the many variables which govern stripping
mensions. strength (nut and bolt materi?! strengths. thread
clearances, across-flats dimensions, etc.), nuts
IS0 965-1:1980, IS0 general purpose metric screw would have to be objectionably thick to guarantee
threads - Tolerances - Part 1: Principles and basic this mode in all cases.
data. A bolt or screw of thread MS to M39 assembled with
a nut of the appropriate property class, in accord-
IS0 965-2:1980, IS0 general purpose metric screw ance with table2, is intended to provide an as-
threads - Tolerances - Part 2: Limits of sizes for sembly capable of being tightened to the bolt proof
general purpose bolt and nut threads - Medium load without thread stripping occurring.
quality.
However, should tightening beyond bolt proof load
IS0 4964: 1984, Steel - Hardness conversions. take place, the nut design is intended to ensure at
least 10 % of the over-tightened assemblies fail
IS0 6157-2:-l), Fasteners --- S&ace discontinoities through bolt breakage in order to warn the user that
- Part 2: Nuts with threads M5 to M39. the installation practice is not appropriate.
IS0 6506:1981, Metallic materials - Hardness test - NOTE 5 For more detailed information on the strength
Brine/l test. of screw thread assemblies, see annex A.
1) To be published.
2
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IS0 898-2:1992(E)
04 400 380
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IS0 898-23 992(E)
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5
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IS0 898-2:1992(E)
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6
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IS0 898-2:1992(E)
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7 Failure loads for nuts with nominal shall be the last quarter of the 6g range on the
height > 0,50 but < 0,8D minimum material side.
04
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8 Test methcpds
1 Loed
8.1 Proof load test
The proof load test shall be used wherever the ca- ‘) Dll istekenfnxnIso286-2.
pacity of available testing equipment permits, and
shall be the referee method for sizes > M5. Figure 1 - Axial tensile test
Load
ive.
The proof load shall be applied against the nut in an
axial direction, and shall be held for 15 s. The nut
shall resist the load without failure by stripping or
rupture, and shall be removable by the fingers after
the load is released. if the thread of the mandrel is
damaged during the test, the test should be dis-
carded. (It may be necessary to use a manual
wrench to start the nut in motion. Such wrenching is
permissible provided that it is restricted to one half
turn and that the nut is then removable by the fin-
gers.)
The hardness of the test mandrel shall be 45 HRC
minimum.
Mandrels used shall be threaded to tolerance class
5h6g except that the tolerance of the major diameter Figure 2 - Axial compressive test
8.2 Hardness test The Rockwell hardness test shall be carried out in
accordance with the requirements of IS0 6508.
For routine inspection, hardness tests shall be car-
ried out on one bearing surface of the nut and the 8.3 Surface integrity test
hardness shall be taken as the mean of three values
spaced 120” apart. In case of dispute, the hardness For the surface integrity test, see IS0 6157-2.
tests shall be carried out on a longitudinal section
through the nut axis and with impressions placed as 9 Marking
close as possible to the nominal major diameter of
the nut thread.
9.1 Symbols
The Vickers hardness test is the referee test, and
where practicable a load of HV 30 shall be applied. Marking symbols are shown in tables 8 and 9.
Figure 3 - Examples of marking with designation Figure 4 - Examples of marking with code symbol
symbol (clock-face system)
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9
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190 898-2:19,92(E)
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Nuts with left-hand thread shall be marked as shown
_ - _._ .
in figure5 on one bearing surface of the nut by in-
H
denting.
---
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11
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‘IS0 898-2:1992(E)
Annex A
(informative)
Following the introduction of the IS0 Recommen- Following publication of both IS0 Recommen-
dation on property classes for bolts and screws dations, this system of property classes has been
(ISO/R 898-1:1968), an tS0. Recammendation on introduced worldwide a.nd has proved to be a suc-
property classes for nuts (ISO/R 898-2) was pub- cess.
lished in 1969. These IS0 Recommendations to-
gether produced a new system for the property In 1975 the Sub-Committee SC 1 of lSO/TC 2 com-
classes of bolts, screws and nuts, and, in conjunc- menced revision of the IS0 Recommendations on
tion with new marking requirements, provided a the basis of experience gathered and also planned
clear statement of the loadability of a bolt-nut as- to convert both Recommendations into IS0 Stan-
sembly. dards. In 1974, a draft ISO/DIS 898-l on property
classes for bolts and screws was published, incor-
a) In the case of bolts and screws, the symbol indi- porating certain modifications and supplements,
.dates: which, however, did not change the system of the
property classes in principle. This draft was then
minimum tensile strength and yield to ultimate revised ‘once more. A second drati was prepared in
stress ratio. 1977 and has since been adopted by a large majority
of the member bodies of ISO. While considerable
EXAMPLE effort was required to develop thoroughly this draft
concerning property classes for bolts and screws, it
Property class 8.8 was finally resolved to the satisfaction of the inter-
ested countries within Sub-Committee SC 1 of
First figure (“8” in 8.8) = l/100 of the lSO/TC 2 and now is agreed to by ISO. More exten-
minimum tensile strength, in newtons per sive by far, and touching the substance of the
square millimetre. specifications, was the work on a revised version of
the IS0 Recommendation ISO/R 898-2 and its con-
Second figure (“8” in 8.8) = 10 times the version into an IS0 Standard on property classes for
yield stress ratio (0,8). nuts.
Multiplication of these two figures Experience had shown that, while the concept of
(8 x 8 = 64) = l/IO of the minimum yield property classes in conjunction with a nominal O,BD
stress, in newtons per square millimetre. nut height is simple and straightforward, certain
practical difficulties arise. First, it is sometimes dif-
b) In the case of nuts: ficult or impossible to achieve specified nut proper-
ties with the most economical materials and
designation number = l/100 of the minimum methods, for example with fine threads and certain
tensile strength, in newtons per square milli- sizes of coarse threads. Secondly, compliance with
metre, of a bolt and screw, which, when mated the requirements does not necessarily provide the
with the nut, can be loaded up to the minimum assurance that the assembly would resist thread
yield stress. stripping during tightening. Previously it was con-
EXAMPLE sidered adequate if the nut proof load was designed
equal to the bolt minimum ultimate strength, how-
ever, the advent of yield point tightening methods
Bolt or screw 8.8 - nut 8
and improved understanding of the interaction be-
connection loadable up to minimum yield tween nut and bolt threads showed the nuts required
stress of the bolt or screw. re-design to provide greater resistance to stripping
of both the internal and external threads.
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For example, consider that the effective tensile discussed within Sub-Committee SC 1 as well ss in
strength of a bolt of class 8.8 may be between the various national committees.
800 N/mm2 and about 965 N/mm2 (determined from
the maximum hardness) in sizes up to M16. Conse- Despite the initial reluctance of the committee to
quently the yield stress may range between permit changes in existing specifications, the test
640 N/mm2 and 772 N/mm2 for a yield to ultimate programme clearly indicated that there was inad-
stress ratio of 80 %. With the use of yield point equate resistance to assembly stripping, brought
tightening it will be seen that the tightening stress about largely by the improved tightening methods
approaches the proof stress. Recent research has, and upgrading of mechanical properties. The prob-
in addition, shown that a nut tested with a hardened lem was both one of bolt thread stripping and nut
mandrel is capable of sustaining a higher load be- thread stripping, and, as a result, it was concluded
fore stripping than when tested with a bolt of the that the most viable means of overcoming the prob-
appropriate property class. For example, a property lem was by increasing the nominal 0,8D nut height
class 8 nut when tested with a mandrel of 45 HRC where required., It is not the purpose of this annex
will be capable of approximately 10 % higher load to provide a detailed description of the tests con-
than when tested with a property class 8.8 bolt of ducted and the nut design method developed, for
dimensions similar to the mandrel. Therefore, a nut which the reader is referred to the following publi-
that just meets a proof stress of 600 N/mm* with a cation which provides a summary of results and the
hardened mandrel might only be expected to sustain method employed: “Analysis and Design of Threaded
a load of approximately 720 N/mm2 when mated with Assemblies”, E.M. Atexander, 1977 SAE Trans-
a property class 8.8 bolt of minimum dimensions. It actions, Paper No. 770420.
will be seen that stripping of the threads may occur
The calculation for nuts of property classes 4 to 6
when tightening to stresses in excess of this, and
according to the Alexander theory was not based on
from the bolt mechanical properties it will be seen
the maximum bolt hardness 250 HV, as given in
that this could be a frequent occurrence with yield
IS0 898-1, see tableA.l, because this is a hardness
point tightening. It might be argued, however, that
which may occur at the bolt end or the head only.
under torque tension loading the tensile strength of
Therefore it was agreed to make calculations on the
the bolt is reduced by about 15 %, but it should also
basis of the effective maximum hardnesses within
be realized that the stripping strength of the as-
the thread engagement part of the bolt, which are
sembly is also reduced by almost the same amount
given in tableA.2.
under torque tension loading. In addition to lhe in-
troduction of yield point tightening methods, Similar graduated hardness values were specified
changes in certain IS0 standards were under con- in ISO/R 898-1:1968.
sideration that would also adversely affect this
stripping tendency. Upgrading of bolt and screw The above work showed that many factors influ-
mechanical properties was proposed as shown in enced resistance of the stripping of threads, includ-
tableA. (which is an excerpt from IS0 898-l), the ing tolerances, pitch, bell mouthing of nut minor
purpose of which was to utilize fully the available diameter, size of countersink in nut, relative strength
strength of the commonly used materials for grades of nut threads to bolt threads, length of engagement,
4.8, 5.8, 8.8 (above M16). 10.9 and 12.9. width across flats of nut, and style (for example
hexagon flange), coefficient of friction, number of
threads in the grip, etc. Analysis of the various sizes
Another proposed change under consideration at of fasteners on this basis indicated that it was not
this time was to reduce the width across flats of appropriate to have a fixed nominal nut height, for
certain sizes of hexagon products to provide econ- example 0,811 as before, but rather each standard
omies through optimized material use. As a result assembly should be designed to give a suitable re-
of these and other factors, certain member countries sistance to stripping. The result of this analysis
(Canada, Germany, Netherlands, Sweden, UK, USA) gives the nut heights shown in tableA.3.
of Sub-Committee SC 1 of ISO/TC 2 conducted re-
search and extensive testing of nut-bolt assemblies. It will be seen that there are two styles of nut,
Tests included a full variety of product sizes, style 2 being approximately 10 % higher than
strength levels and materials. In general, tests were style 1. Style 1 height is intended for property
conducted on typical production fasteners utilizing classes 4, 5, 6, 8, 10 and 12 (up to M16) in conjunc-
standard materials. Test parts were accurately tion with appropriate mechanical properties, while
measured for dimensions and material strength style 2 dimensions are intended for use with prop-
which then allowed appropriate statistical interpret- erty classes 8, 9 and 12, also with appropriate me-
ation of the data. Results of the various investigators chanical properties. The higher style of nut was
were evaluated by Canada and found to correlate primarily developed as an economical cold-formed
well. A general series of formulae resulted that nut to be used with property class 9.8 bolts and
could be applied to predict the assembly strength screws and it also provides suitable dimensions for
of threaded components with the IS0 68 basic a heat-treatable nut of good ductility for use with
thread profile. These findings were thoroughly property class 12.9 bolts and screws. The intended
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13
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IS0 898-2:1992(E)
applications of the two styles of nuts are detailed in The values of table5 are only related to nuts with
table 5, from which it is seen that this additional style coarse thread. The Same applies also to the test
of nut does not mean that duat stocking of part ge- loads given in table 1. For nuts with fine pitch thread,
ometry will result. see IS0 898-6.
An overlapping between style 1 and style 2 occurs The loads given in tabie 1 are based on a test
only in two cases. In the case of style 1, property mandrel as specified in this part of IS0 898 with a
class 8 allows the employment of nuts, not minimum hardness of 45 HRC and thread tolerance
quenched and tempered (cold-worked low-carbon of 5h6g (major diameter of 6g in the last quarter).
steel) only up to and including M16; above Ml6 the
nut style 1 has to be quenched and.tempered. How- IS0 898-l and this part of IS0 898 on mechanical
ever, it is possible in this case to use alternatively properties, IS0 4014 to IS0 4018 on hexagon bolts
the thicker, not quenched and tempered, style 2. and screws, and IS0 4032 to IS0 4036 on hexagonal
This is a question of economics in the final analysis. nuts have been published reflecting the revised
In the case of property class 12, it is not appropriate mechanical properties, changes in nut heights and
to use style 1 nuts above size M16. Due to the re- changes in width across flats (width across flats of
quired proof loads, it would be necessary to raise MlO, Ml2, Ml4 and M22 revised to 16 mm, 18 mm,
the hardness of the nut to.such an extent that its 21’mm and 34 mm respectively from 17 mm,
ductility, which is necessary from the functional 19 mm, 22 mm and 32 mm) as recommended by
point of Uiew, would be impaired. Hence, the thicker ISO/TC 2.
style 2 nuts quenched and tempered are necessary
in this case. If necessary, it would be possible to This part of IS0 898 makes the following statement
restrict the’use of these nuts to sizes above Mf6, 40 concerning the property classes for nuts with full
that then no ov&lapping between style 1 ,and loadability:
style 2 would occur in th& case of property class 12.
A bolt or screw of a particular property class as-
Once nut dimensions were determined based on sembled with the equivalent property class of
,assembly strength criteria, the proof toads of these nut, in accordance with table 2,. is intended to
nut3 with a restricted size hardened mandrel were provide an assembly capable of being tightened
determined. The result was that stresses under to achieve a bolt tension equivalent to the, bolt
proof load were not constant for each property class proof toad or yield load without stripping. /+d-
of nut but varied with size. Accordingly, table5 ditionally, geometry and mechanical properties
shows revised stresses under proof load -and hat-d- of nuts up to M39 and properly class 12 of 6H
ness values for nuts. The property classes 04 and thread tolerances are designed to provide for a
05 (previously 06) for hexagon thin nuts with result- high degree of resistance lo stripping (at least
ant reduced loadability are aiso indicated in this ta- 10 % b&It breakage of individual lots even under
ble. These nuts incidentally were not designed to Eidverse minimum material conditions) when in-
provide resistance to stripping and are simply, based advertently overtorqued, in order to warn the
on a fixed height of 0,6D. user that the installation practice is not appro-
priate.
The stresses under proof load given in table 5 are for
the standard tolerance of 6H usually applied to nuts Certain users of the referenced standards could not,
for mechanical fasteners. -Where a ‘larger tolerance of necessity, participate in their detailed develop-
or allowance is applied., these stresses should be ment and it is hoped that this explanatory note will
modified by a factor as shown in table 1. provide increased understanding of this relatively
complicated subjtict.
Tensile nom. 300 400 400 500 500 600 000 800 900 loo0 1200
Strength, R,
N/mm* min. 330 400 420 500 520. 600 000 030 900 1 040 1 220
--
Vickers hard-
max. 250 HV 250 HV 250 HV 250 HV 250 HV 250 HV 320 ‘HV 335 HV 360HV 380HV 435 HV
ness
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3.6 158 HV
4.6; 4.8 180 HV
5.6; 5.8 220 HV
6.8 250 HV
M5 8 4,4 497
._
10 49 52
M7 11 6,14 W3
- -
M8 13 6,44 6,80
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Annex B
(informative)
Bibliography
[I] IS0 3506:1979, Corrosion-resistant stainless [S) IS0 4018:1988, Hexagon head screws - Prod-
steel fasteners - Specifications. uct grade C.
[2] IS0 4014:1988, Hexagon head bolts - Product [7] IS0 4032:1986, Hexagon nuts, style 1 - Product
grades A and B. grades A and 6.
[S] IS0 4015:1979, Hexagon head bolts - Product [8] IS0 4033:1979, Hexagon nuts, sty/e 2 - Product
grade B - Reduced shank (shank diameter ap- grades A and 6.
proximately equal to pitch diameter).
[9] IS0 4034:1986, Hexagon nuts - Product grade
[4] IS0 4016:1988, Hexagon head bolts - Product c.
grade C.
[IO] IS0 4035:1986, Hexagon thin nuts (chamfered)
[5] IS0 4017:1988, Hexagon head screws - Prod- - Product grades A and B.
uct grades A and B.
[II] IS0 4036:1979, Hexagon thin nuts - Product
grade B (unchamfered).
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.I6
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IS0 898-2:1992(E)
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