Professional Documents
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,
A
TSE
or
TSA (E) = Thread stripping area per thread, external, sq. in.
A
TSI
or TSA (I) = Thread stripping area per thread, internal, sq. in
b = Half length of engagement of screw thread in screw chase, (in)
c = Half the angle between the faces of a thread, (degrees)
C = Equation constant. Reference Section 8.0
C
1
to C
3
= Equation constants. Reference Section 10.0
C
POV
= Equation constant. Reference Section 11.0
CSR = Combined Stress Ratio
C
V
= coefficient of variation
D or d = nominal thread diameter of fastener, (in)
D
H
= nominal diameter of the hole in the material under the screw head, (in)
D
HD
= diameter of round head or integral washer (hex washer-head); width across diametrically
opposite points of a hex head (no integral washer, (in)
DSMIN = Minimum major diameter of external threads, (in)
D
W
= diameter of steel washer. (in)
D
WS
= larger of the nominal washer diameter and the screw head diameter, (in). The washer may
be integral to the screw head.
D
W
= Effective pull-over diameter, (in)
e = Edge distance, (in)
e
M
= Minimum Edge distance (in)
e
A
= Edge distance from the bolt's center to the edge of the connected part. (in)
ENMAX = Maximum pitch diameter of internal threads, (in)
ESMIN = Minimum pitch diameter of external threads, (in)
F = Tensile force exerted by tightening screw in screw chase, (lbs)
f = Coefficient of friction
F
SU
= Minimum ultimate shear stress, aluminum, (psi)
F
T
= Allowable tensile stress, (psi)
F
TU
or F
U
or F
U1
= Minimum ultimate tensile strength, (psi)
F
TU1
= ultimate tensile strength of part in contact with head or washer, (psi)
F
TY
= Minimum yield tensile strength, (psi)
F
TY1
= tensile yield strength of the part in contact with head or washer, (psi)
F
V
= Allowable shear stress, steel, (psi)
F
y
= Minimum tensile yield strength, (psi)
H = theoretical height of a thread. (in)
K = Basic minor diameter, external threads, (in)
K = statistical factor that accounts for size (y) of a sample
K
M
= factor for pull-out
KNMAX = Maximum minor diameter of internal threads, (in)
L
C
= clear distance in direction of the force, (in)
L
E
= Length of engagement of fastener in threaded part, (in.)
M = load factor (for LRFD design method)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 5
m
F
= Load factor
N or n = Number of threads per inch
P = pitch of screw thread, (in)
P
A
= Allowable pull-out strength; allowable pull-out tension for a threaded fastener, (lbs)
P
AB
= Allowable force for bolt bearing, (lbs)
P
ABE
= Allowable force for bolt bearing limited by edge distance, (lbs)
P
AS
= Allowable force for screw bearing, (lbs)
P
ASE
= Allowable force for screw bearing limited by edge distance, (lbs)
P
ASH
= the lesser of the screw's basic allowable shear strength and its allowable bearing strength,
(lbs)
P
AST
= Allowable force for screw tilting, (lbs)
P
AT
= the least of three allowable values: basic tension strength of the screw, pull-out and pull-
over, (lbs)
P
D
= design dead load (mullion reaction) for connection example, (lbs)
Pdl = Dead load, (lbs)
P
E
= Equation constant. Reference Section 10.0
P
F
= Equation constant. Reference Section 10.0
P
J
= Equation constant. Reference Section 10.0
P
K
= Equation constant. Reference Section 10.0
P
L
= Equation constant. Reference Section 10.0
P
M
= Equation constant. Reference Section 10.0
P
N
= Equation constant. Reference Section 10.0
P
NOT
= Nominal pull-out strength, (lbs)
P
R
= Equation constant. Reference Section 10.0
P
S
= Equation constant. Reference Section 10.0
P
NST
= Nominal shear strength, (lbs). Reference Section 8.0
P
OVA
= Allowable pull-over force, (lbs)
P
W
= Design wind load (mullion reaction) for connection example, (lbs)
Pwl = Wind load (lbs)
r = Minor radius of screw threads, (in)
R = Major radius of screw threads, (in)
R
e
= Ratio of engaged thread area to total thread area in screw chase
r
m
= Mean radius of screw threads, (in)
s = Sample standard deviation
S
F
= Safety factor
t = Thickness, (in)
t = Actual tensile load, (lbs)
t
1
= the thickness of the component in contact with the fastener head, (in)
t
2
= the thickness of the component not in contact with the fastener head, (in)
t
M
= minimum thickness (t = t
M
) of tapped material, (in)
T = Torque on screw or bolt, (lb-in)
T = required tension force; total calculated tension force, (lbs)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 6
T
A
= Allowable tension load (strength), (lbs)
T
APOV
= Allowable pull-over strength, (lbs)
t
W
= thickness of steel washer, (in)
v = calculated shear load per fastener, (lbs)
V = required shear force; total calculated shear force, (lbs)
V
A
= Allowable shear load, (lbs)
V
R
= total resultant shear (vector sum of wind plus dead) for connection example, (lbs)
V
rh
= frictional resistance for V-thread fasteners in threaded round holes, (lbs)
= Ultimate lateral frictional resistance to sliding of a screw in a screw chase parallel to walls
(length) of chase, (lbs)
X
A
= statistical "lower bound", within limits
X
M
= average (mean) value
y = number of samples
= Length of screw engagement, (in); (see Fig 14.1, 24.1)
= Nominal Safety Factor for ASD
= Resistance Factor for LFRD
g = A factor which approximates the increase of stresses in the fastener due to deformations
(elastic and/or plastic) in attached materials.
3.0 QUALITY CONTROL
The selection and use of proper fasteners is critically important to the safe and satisfactory performance of curtain
wall systems. This report provides the information necessary to select the proper fasteners and to specify them.
Beyond this point, however, it is essential that the manufacturers of fasteners maintain excellent quality control
procedures in their plants to ensure that their products meet the specifications for which they are designed. The
purchasers, too, must have means for determining that they are, in fact, getting fasteners that meet their
specifications. Unfortunately, there has been a plague of inferior bolts being sold in this country which have been
fraudulently identified as bolts having quality which they do not possess. Inadvertent use of such inferior bolts could
have disastrous results.
The problem with inferior fasteners on the market has been serious during the past few years. Many fasteners may be
found to be substandard mechanically and dimensionally when checked even though marked as high performance
grades. Protective coatings on fasteners may also be a problem. As a result of more stringent environmental
requirements and tightening economic pressures, fewer manufacturers are applying adequate coatings. The quality
and thickness of protective coatings in today's market, particularly on low price fasteners, is somewhat unreliable. In
order to be certain that the fastener needed to meet design criteria is provided, the designer must not only specify
fastener size and type, he must also specify material, minimum mechanical properties, thickness and type of
protective coating required. See the suggested Fastener Specification Checklist, Section 13.0, for items to be included
in fastener specifications.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 7
This concern became so serious in the 1980s that the United States Congress passed the Fastener Quality Act
(FQA) in 1990 and amended the FQA in 1999 to address fastener quality. This Federal law was enacted to protect the
public safety where citizens were at risk due to faulty fasteners. However, the FQA covers only bolts, nuts, screws,
studs and load indicating washers of diameter or greater or those requiring a grade mark. Products exempt from
this act are those which are produced under a recognized Quality Assurance Program such as ISO 9000. The user
should consider adding this requirement to all fastener specifications.
ASTM standards give the chemical and mechanical requirements for the steels used in fasteners. In addition, they set
forth requirements which the purchaser of fasteners may specify for the quality control procedures to be followed in
connection with his order. These include shipment lot testing, source inspection, alloy control, heat control,
permeability, manufacturer's identification and material identification. ASTM F 606 sets forth in detail the test methods
for determining the mechanical properties of externally and internally threaded fasteners. Appropriate reference to
these standards can provide the basis for reliable quality assurance programs.
4.0 PROTECTION AGAINST CORROSION AND HYDROGEN EMBRITTLEMENT
It is essential that fasteners have adequate protection against corrosion. If such protection is not provided, failures in
connections may ultimately occur. Curtain wall framing systems may contain and channel considerable amounts of
water both from rain and condensation of water vapor. This would tend to accelerate corrosive action where
satisfactory protection did not exist and this would be the case with unprotected carbon steel fasteners. In addition to
corrosion resulting from atmospheric conditions and moisture, protection shall also be provided against galvanic
corrosion which occurs when dissimilar metals are in contact in the presence of moisture. To protect against both
types of corrosive action carbon steel fasteners plated in accordance with the specifications listed in this standard or
stainless steel fasteners are recommended for use with aluminum curtain wall systems.
Stainless steel fasteners come in a variety of alloy types. All stainless steel alloys referenced in this report have good
resistance to corrosion. However, some of these alloys have better resistance than others. Type 316, for example,
has a higher resistance than Type 304. Specifying the higher resistance and types of stainless steel for all fasteners
does not address all concerns with corrosion. Some fastener designs are not manufactured in all types of stainless
steel because of the need for hardening heads or points, or because of the capacities of the screw machines used to
manufacture fasteners. The higher resistance types of stainless steel generally cannot have the finishes applied which
match anodized framing without resorting to painting. Painting of screw heads is expensive and of dubious durability.
Many types of fasteners are only available in stainless steels having lower resistance to corrosion. Small order
quantities, less than 100,000 fasteners per run, may also limit the availability of the fastener desired or greatly
increase its cost. The specifier and purchaser must be aware of these matters and make the best compromise
possible, all factors considered, in the selection of the fasteners.
Carbon steel fasteners may be plated with zinc, cadmium, nickel or chrome to provide adequate resistance to
corrosion. The severity of the service conditions, to which the fasteners will be exposed, must be considered in the
specification. For zinc and cadmium coatings the following specifications are recommended: (The specifier should
select one or more requirements as appropriate.)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 8
Zinc plated fasteners shall meet the requirements of ASTM B 633 for Class FE/ZN 5, 5m coating thickness, service
condition SC 1 (mild), with Type III finish meeting corrosion resistance requirements after a 12-hour salt spray test.
Zinc plated fasteners shall meet the requirements of ASTM B 633 for Class FE/ZN 8, 8m coating thickness, service
condition SC 2 (moderate), with Type II finish meeting corrosion resistance requirements after a 96-hour salt spray
test.
Mechanically deposited zinc coated fasteners shall meet the requirements of ASTM B 695 for Class 5 coating, 5 m
thick with Type II finish, or Class 8 coating, 8 m thick with Type II finish. Both Class 5 and Class 8 coatings shall
meet the corrosion resistance requirements after a 72-hour salt spray test. (Thicker coatings meeting this ASTM
standard are available if required.)
Cadmium plated fasteners shall meet the requirements of ASTM B 766 for Class 5, 5 m thick, Type III coating
meeting corrosion resistance requirements after a 12-hour salt spray test.
Cadmium plated fasteners shall meet the requirements of ASTM B 766 for Class 8, 8 m thick, Type II coating
meeting corrosion resistance requirements after a 96-hour salt spray test.
Mechanically deposited cadmium coated fasteners shall meet the requirements of ASTM B 696 for Class 5 coating, 5
m thick with Type II finish, or Class 8 coating, 8 m thick with Type II finish. Class 5 coatings with Type II finish shall
meet the corrosion resistance requirements after a 72-hour salt spray test. Class 8 coatings with Type II finish shall
meet the corrosion resistance requirements after a 96-hour salt spray test. (12 coatings meeting this ASTM
standard are available if required.)
An advantage of mechanical deposition is that it does not produce hydrogen embrittlement in hardened steel during
the coating process.
Type II and Type III finishes for zinc and cadmium receive supplementary colored chromate treatments. These
supplementary treatments produce a bright or semi-bright continuous, protective conversion coating of uniform color
which retards the formation of white corrosion products caused by exposure to stagnant water, moist atmosphere or
stagnant environments containing organic vapors. Colors produced can range from yellow through bronze and olive-
drab to brown and black. The salt spray test used to evaluate these treatments shall be conducted in accordance with
ASTM B 201.
The performance of both zinc and cadmium coatings depends largely on their coating thickness and the kind of
environment to which they are exposed. Without proof of satisfactory correlation, accelerated tests such as the salt
spray test, cannot be relied upon to predict performance in other environments, nor will the tests serve as comparative
measures of the corrosion protection afforded by the two different metals. Thus the superiority shown by cadmium
coatings over zinc coatings of equal thickness in the standard salt spray test cannot be construed as proof that this
will hold true in all atmospheric environments.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 9
The following specification is recommended for nickel or chrome plated fasteners: Nickel or chromium plated
fasteners shall meet the requirements of ASTM B 456.
Zinc coatings may also be applied by the hot-dip process (Galvanizing). For such coatings the following specifications
are recommended:
Zinc coating applied by the hot-dip process shall meet the requirements of ASTM A153. For Class C hardware, which
includes threaded fasteners over 9 mm (3/8 in) in diameter, minimum weight of coating on surface, 40 mg/cm
2
(1.25
oz/ft
2
) For Class D hardware, which includes threaded fasteners 9 mm (3/8 in) and under in diameter, minimum
weight of coating on surface, 30 mg/cm
2
(1.00 oz/ft
2
).
Based on mathematical calculations, 30 mg/cm
2
(1.00 oz/ft
2
) corresponds to an average thickness of 0.04 mm (1.7
mil).
Hydrogen Embrittlement is a condition of low ductility in metals resulting from the absorption of hydrogen, which may
be absorbed during the manufacturing process. Bolts and screws, with a hardness of C35 or greater on the Rockwell
C scale, are particularly subject to embrittlement if hydrogen is permitted to remain in the steel and the steel is
subjected to sufficient tensile stress. This hardness range is typically associated with a tensile strength of 150 ksi or
greater. The hazard caused by hydrogen embrittlement is the unpredictable failure, which may occur, of a fastener
under tensile load. Results of such failure could be disastrous. A sufficiently high tensile load can result when headed
fasteners are tightened, especially if a drill or power wrench is used in the tightening process.
Acid pickling and alkaline cleaning prior to the application of protective metallic coatings generate hydrogen which can
be absorbed in the fasteners and if not removed can be trapped by the coatings. Also, hydrogen as a by-product of
electroplating can be generated and trapped in the plating.
The mechanism of hydrogen embrittlement failure is believed to be due to the migration of hydrogen into microscopic
cracks when a sufficient load is applied to a fastener. This causes internal pressures and microscopic ruptures in the
stressed areas. This action continues under repeated or constant high tension loads and eventually leads to a failure
of the fastener. Hydrogen embrittlement is non-corrosion related and is often mistaken as the cause of failure when a
corrosion process is active and the true cause of failure is hydrogen-assisted stress-corrosion cracking.
For hot-dip galvanized steel fasteners, hydrogen can be absorbed during the pickling process. Heating to 150C
(300F) after pickling and before galvanizing, in most cases, results in expulsion of the hydrogen absorbed during
pickling. Reference may be made to ASTM A 143 for more information on the subject of embrittlement of hot dip
galvanized structural steel products. In practice, hydrogen embrittlement of galvanized steel is usually of concern only
if the steel exceeds approximately 150 ksi in ultimate tensile strength. ASTM provides specifications for galvanizing A
325 bolts but galvanizing of A 490 bolts is not permitted.
Stress Corrosion is the effect of corrosion on a metal which is under stress. When metals are under stress the effect
of corrosion can be much more severe than when metals are not stressed. This is true for metals subjected to
constant high tension stresses as well as for metals subjected to cycling stresses which cause fatigue. Stress
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 10
corrosion failures can occur shortly after the load is applied but may not occur for months or years later. Such failures
occur without warning. It is believed that when corrosion occurs microscopic cracks develop in the high stress areas.
The combined effects of stress and corrosion cause the crack to grow inwardly which reduces the cross-sectional
area. Eventually, when the cross-sectional area can no longer support the load, the fastener breaks. The rate of
failure depends on the level of stress, the corrosive conditions and the metallurgical properties of the fasteners.
Hydrogen-Assisted Stress-Corrosion Cracking (HASCC) is similar to stress-corrosion cracking. HASCC takes place
when stress-corrosion cracking is accelerated by the presence of hydrogen which is generated in a service
application. Hydrogen generation may be due to a galvanic couple, for example, between aluminum and iron in the
presence of water. Even fasteners which might resist stress-corrosion cracking alone can fail if service-generated
hydrogen is diffused into the surface of the fastener. Sufficient tension stress for HASCC may be caused by normal
tightening of the fastener during installation.
The Specification for Aluminum Structures (2005 and 2010 editions) requires that bolt and tapping screw materials, for
coated carbon steel, have hardness less than Rockwell C35. Only certain types of stainless steel (e.g., 300 series
and at least one particular type, which meets a chromium content criterion, in the 400 series) are permitted for
fasteners that are to be installed in aluminum. These provisions are intended to avoid the occurrence of HASCC.
Stress Embrittlement is similar to hydrogen embrittlement and, like hydrogen embrittlement, it is non-corrosion related.
Hydrogen generated through the service environment, not in manufacture, causes stress embrittlement. For example,
hydrogen can be absorbed into the surface of an uncoated fastener when caustic substances, such as soap and
detergents, come in contact with nitrates and silicates. Metals most susceptible to stress embrittlement are steels
heat-treated to high strength levels and with high carbon content. In carbon steel fasteners, the higher the hardness,
the greater the chance of stress corrosion, hydrogen embrittlement and stress embrittlement. Hydrogen-assisted
stress-corrosion cracking (HASCC) may occur if an installed (tightened) fastener's hardness equals or exceeds
Rockwell C35 and the fastener is in contact with aluminum in the presence of moisture.
This review of hydrogen embrittlement, stress corrosion, hydrogen-assisted stress-corrosion cracking and stress
embrittlement has been presented to point out how dangerous failures may occur in high strength steel fasteners.
Hardened, high strength fasteners with a Rockwell hardness of C35 and greater are most susceptible. This hardness
range is often associated with tensile strengths of 150 ksi and greater. Reliable fasteners depend on carefully
controlled manufacturing processes which reduce to a minimum the chance of hydrogen embrittlement. Designs for
curtain wall anchoring systems must take into account the stresses for which fasteners must be selected and the
coatings to be employed in order to eliminate problems due to galvanic action and stress corrosion. ASTM standards
and technical literature of reputable manufacturers provide valuable information on these subjects.
Other significant factors, described in the following paragraphs, must be taken into consideration when galvanized
high-strength bolts and nuts are to be used.
Reduction of Mechanical Properties. The heat treatment temperatures for certain types of high-strength bolts, Type 2
A 325 for example, is in the range of the molten zinc temperatures for hot-dip galvanizing, and, therefore, there is a
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 11
potential for diminishing the heat treated mechanical properties by the galvanizing process. For this reason, AISC
Specifications require that such fasteners be tension tested after galvanizing to check the mechanical properties.
Nut Stripping Strength. Hot-dip galvanizing affects the stripping strength of the nut/bolt assembly because to
accommodate the relatively thick zinc coating on bolt threads it is usual practice to tap the nut oversize. This
overtapping results in a reduction in the amount of engagement between the steel portions of the male and female
threads with a consequent approximate 25% reduction in stripping strength. Only the stronger hardened nuts have
adequate strength to meet specification requirements with the reduction due to overtapping.
Torque Involved in Tightening. Hot-dip galvanizing both increases the friction between the bolt and nut threads and
also makes the torque induced tension much more variable. Lower torque and more consistent results are provided if
the nuts are lubricated. Refer to ASTM A 325 for specifications and ASTM A 563 for testing requirements.
Shipping Requirements. Galvanized bolts and nuts are to be treated as assemblies and shipped together. Purchase
of galvanized bolts and galvanized nuts from separate sources is not recommended because the amount of over-
tapping appropriate for the bolt and the testing and application of lubricant would cease to be under the control of a
single supplier. In that case the responsibility for proper performance of the nut/bolt assembly would become obscure.
5.0 PREVENTION OF FASTENER LOOSENING
There are many devices designed to keep the fasteners commonly used in curtain wall framing from loosening or
turning out due to thermal movements, building movements, wind forces or vibration. Those commonly used are the
various types of lock washers including pyramidal, internal tooth, external tooth, helical spring, serrated flanges and
SEMS assemblies. Also used, to a lesser degree, are locking devices or methods such as nylon patches, plastic
screw inserts, nylon insert lock nuts, thread locking compound, distorted threads, and dissimilar numbers of threads
per inch for fasteners and their nuts or tapped holes. These devices can effectively prevent loosening of fasteners due
to building movements and vibration induced by wind or other causes. Appropriate devices should be selected for the
specific applications in which they will be used.
Another important criterion for choosing a locking device is its torque limiting ability. Where fasteners are used in
extruded aluminum screw chases there is a tendency for the threads in the aluminum to strip if too much torque is
applied to the steel fastener. However, if a lock washer is used, especially a toothed lock washer, the friction between
the steel washer teeth and the softer aluminum surface is usually great enough to cause the fastener to tighten before
stripping of the aluminum chase occurs. If a torque specification is given for a particular fastener application, it is
important that the specification be followed to prevent stripping.
Not all fasteners in a framing system require locking devices to resist vibration or torque limiting devices. Generally
those fasteners which would be considered main structural fasteners or anchors in curtain wall applications, and those
which attach moving parts to the framing require the consideration of these types of devices. Fasteners which hold
shear blocks in place, perimeter fasteners for windows and storefronts and those which hold light trim in place do not
require locking or torque limiting devices.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 12
The sources of fastener vibration are basically two: wind and machinery. Vibrations induced by changes in wind
pressure tend to be of low amplitude and rather long cycle times. Vibrations induced by machinery will tend to be of
greater amplitude and of much higher frequency. Most curtain wall framing applications do not encounter vibration
sources other than those induced by the wind. Machinery induced vibrations, though of infrequent occurrence, are
serious in nature and should be carefully analyzed. It will be assumed that only wind induced vibrations occur in the
framing connections described herein.
6.0 SAFETY FACTORS
The safety factors used in this document have been determined after a study of several industry standards. A working
definition of safety factor () is the ratio of an installed fasteners nominal strength to its allowable value, for a given
failure mode. Nominal strength is based on the specified value of minimum ultimate stress for the fastener or the
joined material, as applicable.
A safety factor is used in the Allowable Strength Design (ASD) method. This method was used to determine the
allowable values presented in this document. There is also another design method, termed the Load and Resistance
Factor Design (LRFD) method. In LRFD, the combined use of a load factor m (greater than 1) and a resistance factor
(less than 1) is the equivalent of using a safety factor. That is,
equal to 3.0 has been used in this TIR to generate allowable values. This
value is used in both the North American Specification for Cold-formed Steel Structures (2007 and 2001) and the
Specification for Aluminum Structures Allowable Stress Design (2010) for this size range of tapping screws. This
value exceeds the largest implicit value (2.20) for at least some fasteners, in this size range, that are addressed by
the Specification for Cold-formed Stainless Steel Structural Members (ASCE 8-02). Both annealed and cold-worked
conditions were evaluated. The value of 2.20 occurs for the annealed condition and assumes a load factor of 1.6.
It is noted that design provisions for tapping screws (1/4" maximum diameter) first appeared in editions of the first two
of the above standards that were published after the first (1991) edition of TIR A9, which used
, where
Thread Root Area A(R) for UNC Threads is equal to the area of a circle with a diameter equal to the basic minor
diameter of the external thread.
(7.2)
Thread Root Area A(R) and the Tensile Stress Area A(S) for Spaced Thread use the basic minor diameter (K) in both
equations.
(7.3)
Allowable Tensile stress values for UNC and Spaced Thread fasteners are based on the lesser of: 1) the tensile
ultimate value of the fastener material divided by the appropriate safety factor or 2) 0.75 of the tensile yield value.
The allowable tension load equals the tensile stress area (A(S)) x the allowable tension stress.
(7.4)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 15
Allowable Shear values for UNC and Spaced Thread fasteners are based on the lesser of the 1) shear ultimate values
of the fastener material divided by the appropriate safety factor or 2) 0.75 of the shear yield values. Allowable shear
loads equal the shear stress area (Thread Root Area A(R)) x the allowable shear stress.
(7.5)
Allowable Bearing values for UNC and Spaced Thread fasteners are based in part on the steel or aluminum bearing
ultimate values of the connection or base material divided by the appropriate safety factor. Reference Section 8.0 for
bearing equations for both steel and aluminum.
The tapped material thickness needed to develop the allowable tensile capacity of UNC and spaced thread fasteners,
as shown in Tables 20.1 through 20.13 is based on the largest thickness as governed by equations for the internal
thread strength of the tapped material or external thread strength of the fastener. Internal thread strength is
determined by the lesser of: 1) pull-out values (for thin, medium (transition) or thick material, as applicable) or 2) 0.75
shear yield of internal threads. External thread strength for the fastener is the lesser of: 1) the threads shear ultimate
(thread stripping strength) divided by the safety factor or 2) 0.75 shear yield of external threads. Equations use
TSA(I), TSA(E), and N. By solving the equations (see Section 10.0) for thickness (t) and setting
equal to the
fastener's basic allowable tension
) of
tapped material that is needed to develop
,
based on internal and external-thread strength. Note that, typically, the
length of thread engagement
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 16
FIGURE 7.1: Unified Coarse Threads, External
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 17
FIGURE 7.2: Spaced Threads, External
8.0 ALLOWABLE BEARING AT BOLT AND SCREW HOLES, AND SCREW TILTING
Allowable Bearing at Bolt and Tapping-Screw Holes for Steel (thickness 3/16")
BOLTS
Per the cold-formed steel specification, the allowable force
This is for cases where bolt-hole deformation is not a consideration. For allowable stress design, for bolts.
For the case of
. This applies to all of the fastener sizes in the tables, for t =. For no
washer, or only one washer, in a single shear connection (or outer plies of double shear connections),
.
Thus:
(8.2)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 18
This equation was used to generate the table values for bearing on steel. It applies when the edge distance (e), in the
load direction, is at least 1.8 d. For the above values of C and
, it produces a somewhat lower value (about 5%
lower) than the equation for bolt-hole deformation considered. If
. For some conditions, such as a washer at both the head and nut, and/or the inside sheet of a
double shear connection, an
value larger than 0.75 is permitted. Refer to the cold-formed steel specification for
details.
For 1.8 , the allowable bolt bearing (
Note that if e equals 1.8 d, then
equals
in Eq. 8.2.
Minimum Spacing and Edge Distance
For bolts, the minimum spacing (between centers of standard holes) is 3d, and the minimum edge distance (center of
standard hole to edge of part) is 1.5d. For oversize and slotted holes, provide a minimum of 2d clear between edges
of adjacent holes and a minimum of 1.0d between the hole edge and the member edge.
SCREWS
For tapping screws, for which equals 3.0 and the edge distance (center of screw to edge of part, in load direction) is
at least 2.7d, the allowable bearing
is given by:
(8.4)
This is the same equation as allowable bearing for bolts. Thus the table values for bearing on 1/8" thick steel apply to
both bolts (with nuts) that are installed in clear holes and to screws that are installed into tapped holes (no nuts) in a
connected component.
For screws with edge distance e (in the direction of load) less than 2.7 d, but d, the allowable bearing is:
(8.5)
If e = 2.7 d, then
equals
in Eq. 8.4.
For shear-loaded screws in tapped holes, another possible failure mode is screw tilting. This limit state is to be
considered if
, where
is the thickness of the component not in contact with the head. The tilting equation
is:
(8.6)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 19
If
, then allowable shear is the least of the values based on fastener strength, tilting and bearing (for each
of the connected thicknesses). If
, allowable shear is based on linear interpolation between the tilting
and bearing allowable values. Based on calculations, tilting does not govern for the case of d 0.25" and
1/8".
For
= 1/8" and d 0.3125", the equations indicate that allowable shear is governed by screw tilting rather than
bearing. For and
", tilting may govern (calculation is needed), but the specification addresses
only .
Minimum Spacing and Edge Distance
Screw spacing is to be a minimum of 3d between screw centers. The edge distance is to be at least 1.5d, from screw
center to the edge of a connected part.
If conditions differ from those described in the foregoing paragraphs, reference should be made to Sections E3 (bolts)
and E4 (screws), and the Appendix, of the 2007 edition of the North American Specification for the Design of Cold-
Formed Steel Structural Members (AISI) for the procedures to be followed in determining the allowable bearing
strength, minimum spacing and minimum edge distances. Refer also to Supplement No. 2 (2010).
Allowable Bearing at Bolt Holes for Steel (thickness > 3/16")
BOLTS
Per the AISC specification, the following equations provide the allowable bearing load
In long-slotted holes with the slot's length perpendicular to the direction of the load:
(8.8)
The above equations apply only if
, in the load direction, is at least equal to 2.0d. Note that allowable bearing
values are less for
. If clear distance
, but
is greater than
the minimum, then the following equations apply.
For bolts (in standard, oversized or short-slotted holes) for which
:
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 20
(8.9)
For a bolt in a long-slot, for which load is perpendicular to slot length and
:
(8.10)
Based on the AISC equations, if 1.2 F
U
is the allowable bearing stress, then
but edge distance e (center of hole to nearest edge of part or adjacent hole, in the load direction) is at least equal to
the minimum (
) in the table below, then the applicable equation (Eq. 8.9 or 8.10) which includes
is to be used.
Minimum Spacing for Steel ( )
The distance between centers of standard holes shall be not less than 2.67d. A distance of 3d is preferred. Note
that, for the nominal value of
(in)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 21
For bolts connecting aluminum components, the allowable bolt-bearing load
) of 2d or greater, where
is the distance
from the bolt's center to the edge of the connected part. The value of is 1.95.
(8.11)
For edge distances (
For bolts in slotted holes:
(8.13)
This allowable load is equal to 2/3 of the allowable bearing for bolts in standard round holes. The clear distance
(edge of part to the near edge of slot; perpendicular to the slot length) and the slot length are both to be sized so as to
avoid over-stressing the aluminum between the slot and the part's edge.
SCREWS
For bearing of tapping screws joining aluminum components, for which equals 3.0, the allowable bearing
is:
(8.14)
For the above equation, which was used to generate aluminum-bearing values in the load tables, the edge distance
(screw center to edge of connected part) is greater than or equal to 2d. Note that this equation, for screws in tapped
holes, produces a lower value than the equation for allowable bolt bearing, for bolts with nuts.
If the edge distance (
Screw tilting is also a potential failure mode for shear-loaded screws in tapped holes, where
and
is the
thickness of the part not in contact with the screw head. The allowable load
If
, then allowable shear is the least of the values based on fastener strength, tilting and bearing (for each
of the connected thicknesses). Based on calculations, tilting does not govern for the case of d and
.
For
and d , the equations indicate that allowable shear is governed by screw tilting rather than
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 22
bearing. For and
from the center of the fastener to the edge of the connected part, in any
direction, shall not be less than 1.5 times the nominal fastener diameter (d). Note that
.
For further information on allowable bearing strengths, spacing and edge distances, refer to Sections J3 (bolts) and J5
(screws) in the 2010 edition of Specification for Aluminum Structures (AA). Minimum tensile strengths for a number of
aluminum alloy-tempers can be found in Tables 32 to 43. For fasteners located within 1" of a weld, refer to the ADM
for reduced values of
TABLE 9.1 (Table 1 in reference)
Standard holes shall be used in bolted connections, except that oversized and slotted holes may be used as
approved by the designer. The length of slotted holes shall be normal to the direction of the shear load. Washers or
back-up plates shall be installed over oversized or short-slotted holes in an outer ply unless suitable performance is
demonstrated by load tests in accordance with Section F of AISI S100-2007 specification entitled, "North American
Specification for the Design of Cold-Formed Steel Structural Members," 2007 Edition.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 23
Steel ; from AISC Specification (2010)
Table 9.2 (Table J3.3 in reference)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 24
Aluminum
The aluminum specification does not provide a table of hole diameters and slot dimensions, but there are some
provisions.
Nominal diameter of bolt holes is to be no more than 1/16 larger than the nominal bolt diameter, unless slip-critical
connections are used. Nominal slot width for bolts is to be no more than 1/16 greater than nominal bolt diameter. If
the nominal slot length exceeds 2.5d and/or the edge distance (bolt center to part edge) is less than 2d, then the edge
distance (perpendicular to slot length) and the slot length are to be sized so as to avoid over stress in the aluminum
along the slot. Slot length is to be perpendicular to the force, unless slip-critical connections are desired.
For screws, the nominal diameter of clear holes is to be no more than 1/16 larger than nominal screw diameter. For
threaded (pilot) holes, see Tables 21.1 to 21.7. For screw pull-over meeting Eqn. 11.2, smaller (tighter) clear holes
are required. Refer to Table 11.1.
10.0 PULL-OUT STRENGTH
The allowable pull-out strength (
), for a threaded fastener (screw) installed in a tapped hole, must equal or exceed
the design tension force for each fastener used in a tension connection. Allowable pull-out strength depends on the
mechanical properties of the fastener metal and the tapped-component metal including the allowable shear stress for
each metal (considering alloy and, where applicable, the temper), the fastener diameter (d) and number of threads per
inch (n), the internal and external thread-stripping areas (
and
) of
the external thread with the internal thread, and the safety factor (
For
equals 2.5.
, for
both aluminum and steel, are conservatively based on
, where
(10.2)
Solving each of the above equations, for the ratio of yield to ultimate, results in the same equation:
(10.3)
Thus, for
equal to 3.0, if the yield-to-ultimate ratio is greater than 0.4444, then the allowable stress value is
generally governed by ultimate strength. Similarly, for
exceeds 0.5333. However, for pull-out from "thin" aluminum, the allowable value
based on the tapped aluminum depends on yield, regardless of the
(10.5)
For a spaced-thread fastener, where
) is given by the
lesser of the following two equations:
(10.6)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 26
(10.7)
The allowable pull-out force
(10.9)
By solving the above equations for thickness (t) and setting
, the
following equations provide the minimum thickness (
(10.11)
For aluminum components (for a variety of aluminum alloy-tempers) with tapped holes, the equations for allowable
pull-out, based on internal threads only, are given in Section 22.0. These equations are mathematically equivalent
(within rounding accuracy) to the pull-out equations in the specification in the Aluminum Design Manual. There are
three behavior regions, based on thickness: thin (yield controls), thick (shear strength of internal threads governs) and
a transition region between these two.
The aluminum pull-out equations were solved for thickness t, in order to determine the minimum thickness (
) of
aluminum needed to develop a UNC fastener's basic allowable tension (
and
are for the alloy-temper used for the tapped aluminum component. The overall range of thickness considered
is . See below for the specific thickness range for a particular equation, and for definitions of the
quantities
and
, and
through
(10.12)
0.125"
(10.13)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 27
0.25"
(10.14)
0.25"
(10.15)
The quantities
and
, and
through
Similarly, the pull-out equations were solved to find the minimum thickness (
,
and
, and
to
. The resulting
equations are:
t 0.080
(10.16)
(10.17)
(10.18)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 28
(10.19)
The quantities
, and
and
, and
to
For A36 steel components with tapped holes, there are also three behavior regions (thin, thick and transition). For
both UNC and spaced threads, the thin region is conservatively considered to apply to , and the thick region
applies to . For spaced threads, however, the strength of the internal threads for the thick region
and the transition region is conservatively taken to be the same as for UNC threads.
The pull-out equations used for UNC-thread fasteners, installed in tapped holes in A36 steel, follow. F
TU
applies to
the tapped steel component. Note that the thin-region equation also applies to spaced-thread fasteners. For the
transition and thick regions for spaced-thread fasteners, n and
):
(10.20)
Thick (
):
(10.21)
Transition
:
(10.22)
=
The preceding equations were solved for thickness t, in order to determine the minimum thickness (
) of steel
needed to develop a UNC fastener's basic allowable tension (
). See below for definitions of
and
. For spaced
thread fasteners, use the fastener's basic allowable tension for
):
(10.23)
0.35"
(10.24)
0.35
:
(10.25)
where:
The minimum thickness (
, is given in the
preceding equations based on internal-thread strength. The minimum thickness is based on the greater of the
thickness values based on internal threads and external threads. The length of thread engagement must also equal
or exceed
. Determination of
were determined by
comparing the basic
for steel)
and the minimum value for the thick region (denoted by
in the load tables (Tables 20.1 to 20.13), for both Unified Coarse Threads
and spaced threads, are calculated using the greatest value of
Non-countersunk screws with all-metal washers (integral or non-integral with head;
0.00"; if
/
>
0.5, use
/
Countersunk screws (0.060"
< 0.190"; if
/ d > 1.1, use
/ d = 1.1):
(11.3 )
where:
= 1.0 for valley fastening and 0.7 for crown fastening, for corrugated roofing and siding; equals
1.0 for two joined components in contact at the screw
= nominal thickness of the part in contact with the screw head or washer
= larger of the nominal washer diameter and the screw head diameter, but no greater than 5/8 in.
(16mm). The washer may be integral to the screw head.
= nominal diameter of the hole in the material under the screw head
= nominal diameter of screw
= safety factor (
where:
= thickness of connected member in contact with screw head or washer
= safety factor (
= [see definition of
2) for independent (non-integral; solid) steel washer beneath a round head, hex washer-head,
or hex head:
where:
ksi, and
Here,
where:
= required shear force (not factored)
= required tension force (not factored)
= allowable bearing
In addition, V
and T
EQUATION 13.1
c = 1/2 the angle between the faces of a thread, (degrees)
F = Nominal tensile force exerted by tightening screw, in screw chase, (lb.)
f = Coefficient of friction. For mild steel on aluminum, f = 0.47.
P = Pitch of screw, 1/N = Pitch, (in.)
R = Major radius of screw thread, (in.) = D/2
r = Minor radius of screw thread, (in.)
= Ratio of area of screw thread engagement (per thread) in screw chase from Equation 14.1.
= Ultimate lateral frictional resistance to sliding of a screw in a screw chase parallel to walls (length) of chase, (lb.)
Shear factor for determining resistance of screw in screw chase parallel to walls (length) of chase, (lb.)
T = Torque on screw or bolt =
, (lb-in.)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 35
Equation 13.1 is based on external threads as shown in Figure 13.2. The ultimate lateral frictional resistance to sliding
as given by this equation is used to determine the shear strength of a screw in a screw chase when loaded parallel to
the walls (length) of the screw chase. Equation 13.1 is expressed in terms of the torque; the major, mean and minor
radii of the screw; the pitch of the screw; and the coefficient of friction between the fastener metal and the aluminum
extrusion. Note that the number of engaged threads is not in this equation, but must be determined separately. To
determine an allowable value, divide
by a suitable safety factor. For derivation of Equation 13.1, see the Appendix.
Figure 13.2 conforms to ANSI/ASME B1.1
FIGURE 13.2: External Threads FIGURE 13.3: Internal Threads
Sample Calculation for 1/4-20 Screw:
R = 0.125 in
r = 0.0944 in
= 0.110 in
P = 0.05 in
T = 50 lb-in
f = 0.47
Pf = (0.05) (0.47) = 0.0235
24 (R r) = 24 (0.125 0.0944) = 0.734
[24 (R r)]
2
=
(0.734)
2
=
0.539
(8.5P)
2
= [(8.5) (0.05)]
2
= 0.181
To determine the allowable value, divide
14.0 SCREW ENGAGEMENT IN SCREW CHASE
Note: Reference Figure 13.1 for example of a screw in screw chase when addressing Section 14.0
Figure 14.1 Figure 14.2
a = Angle defining limits of screw engagement in screw chase, (degrees)
=
A
e
= Total area of screw thread engagement, for one thread, in screw chase, (sq. in.)
A
th
= Projected thread area of fastener per thread = (R
2
r
2
)(sq. in.)
R = Major radius of screw thread, (in.) = D/2
r = Minor radius of screw thread or of screw chase dimension (whichever is greater), (in.)
R
e
= Ratio of engaged thread area to total thread area, for one thread, in screw chase =
2b = Length of engagement, (in.)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 37
EQUATION 14.1
See the Appendix 24.0 for derivation of Equation 14.1
Sample calculation for 1/4 - 20 screw:
R = 0.125 in, r = 0.0944 in
or 32.5% thread engagement, per thread
15.0 FASTENER SPECIFICATION CHECK LIST
A. MECHANICAL PROPERTIES
1. Description (including drawing)
a. Size (nominal diameter)
b. Length
c. Head Style
d. Thread Type
e. Point Type
f. Special Features ( e.g., undercut head)
g. Other
2. Metal
3. Minimum Yield Strength
4. Minimum Tensile Strength
5. Hardness (Contact with aluminum)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 38
6. Other (i.e. Manufacturer proprietary coating or plating)
B. FINISH
1. Clear or Natural
2. Colored
a. Painted
b. Burned
3. Other
C. CORROSION PROTECTION
1. As Fabricated
2. Plated
(Refer to appropriate ASTM Standards)
a. Zinc
b. Cadmium
c. Nickel
d. Chromium
3. Black Oxide
4. Waxed
5. Other
D. Fastener Exposure
1. Outside Face of Building
2. Inside Exterior Cover But High Exposure
3. Inside Glazing Pocket
4. Behind Inner Seal Line
5. Visible Inside Building
16.0 FASTENER AVAILABILITY
This report contains load tables for 21 different sizes/types of fasteners manufactured from a number of different
carbon steel and stainless steel alloys. Types of fasteners included are Unified Coarse thread machine screws and
bolts, and spaced thread tapping screws. Metric fasteners are not included in this standard. Recommended
specifications for protective metallic coatings for carbon steel fasteners cover zinc, cadmium, nickel and chromium.
The stainless steel alloys included have a range of corrosion resistant properties.
Obviously, it is economically impractical for a fastener manufacturer or supplier to make available in stock all of the
fastener types and sizes in all of the different alloys with all of the different protective coatings available. As pointed
out in the "Protection Against Corrosion" section of this report, many types of stainless steel fasteners are readily
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 39
available only in alloys having lower resistance to corrosion than Type 316. SAE Grade 2 and Grade 5 carbon steel
fasteners, while generally available in 6 mm (1/4 in) diameter and larger sizes, may not be readily available in screws
less than 6 mm (1/4 in) diameter. On the other hand, structurally equivalent fasteners for the smaller screws made
from commercial grades of steel wire are readily available. Such items as the type of threads, heads, points and lot
size will further influence availability.
Commonly used fasteners are generally available from stock and can be reasonably purchased in small quantity
orders. Fasteners are also available on a custom order basis but will usually require a large quantity of fasteners if a
reasonable price is to be obtained. Often the cost of fasteners in small quantity, custom orders could be so great as to
economically rule out their use.
The designer of curtain wall (fenestration) systems must recognize these limitations in availability and make
acceptable compromises in the selection of fasteners which will assure structural adequacy, effective resistance to
corrosive actions, satisfactory over-all performance, and a cost which will not adversely affect the economic viability of
the wall system.
17.0 SAMPLE CALCULATIONS FOR LOAD TABLES
Stainless-Steel Fastener: Alloy Groups 1, 2 and 3; Condition A; 1/4-20 Screw
Nominal Thread Diameter
Threads Per Inch
D = 0.250 in
N = 20
Minimum Ultimate Tensile Strength
Minimum Tensile Yield Strength
F
U
= 75,000 psi F
U
/ 3.0 = 25,000 psi
F
Y
= 30,000 psi 0.75 F
Y
= 22,500 psi
TABLE 17.1
0.75 F
Y
is the smaller allowable tensile stress, and thus is used to calculate allowable loads in Load Table 10.
Also, yield controls because:
A(S) = A
T
= Tensile Stress Area =
A(R) = A
R
= Thread Root Area =
0
Allowable Tension =
=
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 40
=
Allowable Shear (Single) =
=
=
Allowable Shear (Double) = 2 (363.08) = 726.16 lbs ; rounds to 726 lbs
Allowable Bearing for A36 Steel =
= 58,000 psi
=
=
Allowable Bearing for 6063-T5 Aluminum =
= 22,000 psi
=
=
Allowable Bearing for 6063-T6 Aluminum =
= 30,000 psi
=
=
NOTE: Limitations on minimum spacing and minimum edge distance in Section 8.0
External-Thread Stripping Area (square inches per thread) =
=
=
where: KNMAX = Maximum minor diameter of internal thread (see Table 20.1)
ESMIN = Minimum pitch diameter of external thread (see Table 20.1)
Find minimum thickness (
) of tapped material, based on the fastener's external threads, to develop the fastener's
basic allowable tension. Refer to Section 10.0 (Pull-Out). The larger of the following equations governs.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 41
; controls
Note that the yield-to-ultimate ratio (0.40), which is less than the limit of 0.444 calculated previously, also indicates
that the second equation, based on yield, governs.
Internal-Thread Stripping Area (square inches per thread) =
=
=
where: DSMIN = Minimum major diameter of external thread (see Table 20.1)
ENMAX = Maximum pitch diameter of internal thread (see Table 20.1)
Find minimum thickness (
) of tapped material, based on internal threads, to develop the basic allowable tension of
fastener. See also Figures 17.1, 17.2, 17.3.
A36 steel:
Since in for external threads, internal thread strength governs.
6063-T5 aluminum:
Since in for external threads, internal thread strength governs.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 42
6063-T6 aluminum:
where:
Since in for external threads, internal thread strength governs.
Find allowable tension (least of allowable tension values based on tensile area [
Since in for external threads to develop
.
Thus maximum allowable tension equals 716 lbs.
6063-T5 aluminum:
= 865 lbs; based on internal thread
Since in for external threads to develop
.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 43
Thus maximum allowable tension equals 716 lbs.
6063-T6 aluminum:
Since in for external threads to develop
where:
(for ):
(for ):
b) Thick (for ):
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 70
(22.2)
c) Transition (for ):
(22.3)
2) The equations for spaced threads (screw-point types AB, B, BP, BF and BT; see chart) are:
a) Thin (for ), for spaced threads:
(22.4)
where:
(for 0.080):
(for
):
b) Thick (for
c) Transition (for
Allowable Values for Design
Predicted (nominal) values for fastener pull-out (
equals 3.0
for fasteners that are in diameter, and
times the
test values of pull-out loads.
(22.7)
Discussion of Test Results and Statistical Aspects
Using statistics to study the test results, some statements may be made about the expected variation in
pull-out values of a large number of fasteners (of a given size and type) from aluminum of given
thickness, alloy and temper. Given the mean (
is the value which, with 95% confidence, is expected to be exceeded by 99% of the population. Refer
to reference [3] for the above formula for
can be written:
(22.9)
Review of coefficients of variation
for the pull-out tests indicates that the largest apparent value is
11.82% (series h97, UNC, 5/16-18, 0.184" thickness). However, further review of this set of 10 individual
tests results indicates that two of the individual pull-out values were an anomaly (very low, relative to the
rest of this set's data). A likely explanation is that a plate consisting of a different alloy-temper was
inadvertently mixed in with the other test plates for that set. With the remaining eight tests, the value of
is 7.50%. For this reduced set of tests, y = 8, and therefore K = 4.353. Thus, for
:
(22.10)
Given the preceding comments, the largest
values to be larger for thicknesses less than about 1/8". For this set of tests: y = 10, K = 3.981 and X
A
=
0.5446 X
M
.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 72
Allowable Pull-out Values Based on Measured Mechanical Properties
Next consider a safety factor (
) to determine
an allowable value P
A
where:
. In other words,
, where T is the
design tension per fastener and
.
Note that 0.533 is less than 0.5446, which equals
(#8 ST screws, ,
series h97). For
for
of 3.0 (and
for
of
2.5), and if the nominal value
) were at most
4.00% more than the corresponding
because
, which exceeds 0.533.
Design Values Based on Minimum Mechanical Properties
Note that to establish design values of allowable pull-out, the specified (or expected) minimum values of
yield and tensile strength would be used. These values are generally significantly less than the
corresponding average values. This means that about 99% of the local (aluminum near the fastener)
yield and tensile strengths, with a 95% confidence level, are expected to equal or exceed the minimum
values. Thus, the use of a design safety factor (
equal to ten, for relative scale, for yield region 1.
For strength region 3, assumed (Fu/Fy) = 22/16 = 1.375, TSA(I) = 0.017 in2/thread. and
N = 24thread/in. to get ratio of thread shr. values to base yield values.
Plot pertains to aluminum bases and steel fasteners.
RELATIVE PLOT OF PULLOUT vs. BASE THICKNESS FOR SPACED THREADED FASTENERS
FIGURE. 22.2
Notes:
* Force units: Based on
equal to ten, for relative scale, for yield region 1.
For strength region 3, assumed (Fu/Fy) = 22/16 = 1.375 for this plot.
Plot pertains to aluminum bases, and steel fasteners.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 75
TABLE 22.1 (UNC)
NOTES:
1. Each table lists allowable pull-out (internal threads) values.
). The single shear load is adequate. Now check the actual tension load (T).
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 88
= 1.0 in this example. is a factor which approximates the increase of stresses in the fastener due to
deformations (elastic and/or plastic) in attached materials. Commonly, the range is used
based on the engineer's judgment.
COMMENT: If in this example the attachment was made to wood, then = 0.67 might be more
appropriate and such analysis would require reassessment of fastener size.
The tension load is adequate, but it is now necessary to check the adequacy of the fastener to resist the
combined tension and shear loads. The Combined Stress Ratio (CSR) is calculated using the interaction
equation 7.6 on from Section 7.0.
This is greater than 1.0 and, therefore, not adequate. Try the next larger size bolt, 5/16 - 18. From Table
20.2 we find allowable tension, T
A
= 1,552, allowable shear V
A
= 801 lbs., and nominal diameter, d =
0.3125".
This is less than 1.0 and is, therefore, adequate. Note, however, that there is minimal clearance between
the bolt head (or washer) and web of Z.
Inasmuch as this connection is made with two bolts, washers and nuts, there is no need to check the pull-
out resistance.
Minimum distance between bolt centers is 2.5 times the nominal diameter, d for aluminum; 3 times the
nominal diameter is preferred for steel. For the 5/16-18 bolt, 2.5d = 2.5(.3125) = 0.781 in; 3d = .938 in.
Bolts in this example are spaced 2 in apart, which is satisfactory. Refer to Section 8 for information on
minimum spacing and minimum edge distance for both steel and aluminum.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 89
Minimum edge distance for aluminum; 1.5d = 1.5(0.3125) = 0.69 in. For hole 1/32 larger than bolt,
actual distance is 0.484 in , which is adequate. Note that an edge distance of 2d is
needed for full allowable bearing.
Finally, the bearing loads (Section 8.0) on both the steel and aluminum components must be checked.
Based on Table 20.2:
Allowable bearing for 5/16 fastener in A36 steel:
Allowable bearing for 5/16 Fastener in 6063-T6 aluminum:
More accurately:
The allowable bearing for both the steel and aluminum components is much greater than the required 600
pounds.
SUMMARY FOR (2) SAE GRADE 2, 5/16-18 BOLTS
DESCRIPTION ALLOWABLE lbs ACTUAL lbs REMARKS
Tension Load
Single Shear Load
Allowable Bearing, Steel
Allowable Bearing, Aluminum
Pullout Resistance (t
M
)
3,104
1,602
8,156
2,343
---
1,350
600
600
600
---
Adequate
Adequate
Adequate
Adequate
Not Applicable
Combined Stress Ratio (CSR)
Distance Between Bolts, Aluminum
Edge Distance
1.0
0.781 in min.
0.469 in min.
0.329
2.000 in
0.484 in
Adequate
Adequate
Adequate
Table 23.1
Alternates:
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 90
Try -20 (Gr. 5):
and
,
, OK
Try #12-24 (Gr. 5):
and
,
, OK
The #12 fastener is the most efficient choice and provides the most clearance.
EXAMPLE 2
Anchorage components shown in the figure below must resist a horizontal wind load (
) of 2,400 lbs,
acting either inward or outward, and a dead load (
Number of Shear Planes =
At Each Shear Plane:
The total tension force in each bolt is:
The total tension force for two bolts is:
NOTE: In this example, due to the bending strength of the 3/4" thick anchor plate, there is no prying to
cause added tension in the bolts. See the calculation procedure in the AISC Manual (14th ed., pages 9-
10 and 9-11), for angle-like connecting elements.
B) Select the diameter of the bolts.
Referring to Table 20.9, a 1/2-13 bolt has an allowable single shear of 2,984 lbs (exceeds 600 lbs per bolt
and so is satisfactory) and an allowable tension of 5,676 lbs (greater than 2,779 lbs per bolt and thus
okay). Because shear and tension act on each bolt simultaneously, it is necessary to check the
combined stress ratio (CSR). This interaction may be calculated using Eq. 7.6 (last equation in Section
7.0)
This is less than 1.0 and is thus adequate. Using Table 20.9, the bearing and pull-out allowable values
can also be checked. For 1/8" thick A36 steel, this bolt (1/2-13) has an allowable bearing load of 3,263
lbs. For 1/2" thick A36 steel, the allowable bearing is . This exceeds
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 94
600 lbs per bolt and is acceptable. The allowable value is conservative (see Section 8.0 for ).
Table 20.9 also lists allowable tension values for fasteners installed in tapped holes in 3/8" thick steel,
which is less than the 1/2" thickness provided. For this bolt, the allowable pull-out is 5,642 lbs, which
exceeds 2,779 lbs and is adequate.
C) Check the edge distance (center to edge) and spacing (center to center)
Referring to Section 8.0 (comments after Eq. 8.2), the edge distance (e) in the dead load direction for a
bolt must not be less than 1.8 d: provided, which is satisfactory. Based on Table
8.1, the minimum edge distance (e
M
), from the hole center to the edge that is parallel to the load, must be
at least 3/4". This is less than the 1" dimension provided and is adequate.
Referring to the comments prior to Table 8.1, the preferred minimum bolt spacing for steel is 3 d:
. This is less than 6.0625" provided, which is adequate.
SUMMARY: (2) 1/2-13 BOLTS [STAINLESS STEEL: ALLOY GROUPS 1, 2 & 3; CONDITION CW]
Description Allowable Actual Remark
Tension Load
Single Shear Load
Bearing on Steel
Bearing on Aluminum
Pull-out
---
5,558 lbs
1,200 lbs
1,200 lbs
---
5,558
Adequate
Adequate
Adequate
Not Applicable
Adequate
Combined Stress Ratio
Bolt Spacing (c/c): Steel
Edge Distance: Vertical
Edge Distance: Horizontal
1.50" min.
0.90" min.
0.75" min.
0.280
2"
2"
1"
Adequate
Adequate
Adequate
Adequate
Table 23.3
Clearly, the 1/2-13 bolts are conservative for this example. An additional iteration of design would find
that certain smaller fasteners (i.e., 7/16-14 and 3/8-16) are also adequate, but loaded much closer to their
allowable values.
24.0 APPENDIX (Screw Engagement in Screw Chase; Sliding Friction in Screw Chase; Thread Root
Area)
DERIVATION OF EQUATION FOR DETERMINING SCREW ENGAGEMENT IN SCREW CHASE (per
thread)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 95
FIGURE 24.1 FIGURE 24.2
= Angle defining limits of screw engagement, in screw chase, (degrees)
= Total area of screw thread engagement in screw chase for one thread, (sq in.)
,
= Major radius of screw thread/in, =
, (in.)
= Minor radius of screw thread/in, (in.)
= Length of engagement, (in.)
Referring to Figure 24.1 we find the area of the screw thread engagement, (
) to be:
(24.1)
But,
(24.2, 24.3)
Substituting these into the first equation:
(24.4)
Then, by trigonometric identity,
(24.5)
Thus,
(24.6, 24.7)
Again, referring to Figure 1, fastener thread area A
th
is
(24.8)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 96
Ratio of engaged thread area to total thread area then becomes:
(24.9, 24.10)
But,
(24.11)
So that,
(24.12)
Then:
(24.13)
DERIVATION OF EQUATION FOR DETERMINING SLIDING FRICTION IN SCREW CHASE
Equation (24.14) below, considering friction for screws with V-threads in threaded round holes, is taken
from Chapter 3 of Mark's Mechanical Engineers' Handbook.
(24.14)
From (24.14) we can derive the equation for lateral resistance to sliding of a screw in a screw chase
where:
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 97
FIGURE 24.2
= the angle between the faces of a thread, (degrees)
= Tensile force exerted by tightening screw, in screw chase (lb.)
= Coefficient of friction. For mild steel on aluminum, .
= Pitch of screw, = Pitch, (in.)
= Major radius of screw thread, (in.)
= Minor radius of screw thread, (in.)
= Ratio of area of screw thread engagement in screw chase from Equation 24.13.
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 98
Referring to Figure 24.2 we find:
(24.14)
But,
(24.15)
So that,
(24.16)
Thus,
(24.17)
Also,
(24.18)
Substituting (24.17) and (24.18) into (24.14) we get:
(24.19)
(24.20)
(24.21)
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 99
FIGURE 24.3 FIGURE 24.4
The ultimate lateral frictional resistance as given by Equation 24.21 is used to determine the shear
strength of a screw in a screw chase when loaded parallel to the walls (length) of the screw chase.
Equation 24.21 is expressed in terms of the torque; the major, mean and minor radii of the screw; the
pitch of the screw; and the coefficient of friction between the fastener metal and the aluminum extrusion.
To determine an allowable design value, divide
25.0 APPLICABLE DOCUMENTS
ALUMINUM ASSOCIATION (AA)
"Aluminum Design Manual, Part 1, Chapter J - Specification for Aluminum Structures", 2010
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 100
AMERICAN INSTITUTE OF STEEL CONSTRUCTION (AISC)
"Steel Construction Manual," Fourteenth Edition
AMERICAN IRON AND STEEL INSTITUTE (AISI)
North American Specification for the Design of Cold-Formed Steel Structural Members, 2007
Cold-Formed Steel Design Manual - 2008
AMERICAN NATIONAL STANDARDS INSTITUTE (ANSI)
ANSI/ASME B1.1-2003, Unified Inch Screw Threads (UN and UNR Thread Forms)
ANSI/ASME B18.2.6-2006, Fasteners for Use in Structural Applications
AMERICAN SOCIETY FOR TESTING AND MATERIALS (ASTM)
ASTM A143/A143M-07, Standard Practice for Safeguarding Against Embrittlement of Hot-Dip Galvanized
Structural Steel Products and Procedure for Detecting Embrittlement
ASTM A153/A153M-09 Standard Specification for Zinc Coating (Hot-Dip) on Iron and Steel Hardware
ASTM A 307-12, Standard Specification for Carbon Steel Bolts, Studs, and Threaded Rod 60000 PSI
Tensile Strength
ASTM A325-10e1 Standard Specification for Structural Bolts, Steel, Heat Treated, 120/105 ksi Minimum
Tensile Strength
ASTM A449-10 Standard Specification for Hex Cap Screws, Bolts and Studs, Steel, Heat Treated,
120/105/90 ksi Minimum Tensile Strength, General Use
ASTM A490-12 Standard Specification for Structural Bolts, Alloy Steel, Heat Treated, 150 ksi Minimum
Tensile Strength
ASTM A563-07a Standard Specification for Carbon and Alloy Steel Nuts
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 101
ASTM B201-80(2009)e1 Standard Practice for Testing Chromate Coatings on Zinc and Cadmium
Surfaces
ASTM B456-11e1 Standard Specification for Electrodeposited Coatings of Copper Plus Nickel Plus
Chromium and Nickel Plus Chromium
ASTM B633-13 Standard Specification for Electrodeposited Coatings of Zinc on Iron and Steel
ASTM B695-04(2009) Standard Specification for Coatings of Zinc Mechanically Deposited on Iron and
Steel
ASTM B696-00(2009) Standard Specification for Coatings of Cadmium Mechanically Deposited
ASTM B766-86(2008) Standard Specification for Electrodeposited Coatings of Cadmium
ASTM F 1941-10, Standard Specification for Electrodeposited Coatings on Threaded Fasteners (Unified
Inch Screw Threads (UN/UNR))
ASTM F593-13 Standard Specification for Stainless Steel Bolts, Hex Cap Screws, and Studs
ASTM F594-09e1 Standard Specification for Stainless Steel Nuts
ASTM F606-11a Standard Test Methods for Determining the Mechanical Properties of Externally and
Internally Threaded Fasteners, Washers, Direct Tension Indicators, and Rivets
AMERICAN SOCIETY OF CIVIL ENGINEERS (ASCE)
ASCE/SEI 7-10, "Minimum Design Loads for Buildings and Other Structures", 2010
ASCE/SEI 8-02, "Specification for the Design of Cold-Formed Stainless Steel Structural Members", 2002
INDUSTRIAL FASTENERS INSTITUTE (IFI)
"Inch Fastener Standards," Eighth Edition
Metric Fastener Standards, Third Edition
AAMA TIR A9-XX, Draft #4, Dated 9/13/13 Page 102
INDUSTRIAL PRESS, INC.
"Machinery's Handbook", 27
th
Edition
MCGRAW-HILL BOOK COMPANY
"Marks' Standard Handbook for Mechanical Engineers" Eleventh Edition
SOCIETY OF AUTOMOTIVE ENGINEERS (SAE)
J429-201304, Mechanical and Material Requirements for Externally Threaded Fasteners.
J2295-200605, Fastener Part Standard Cap Screws, Hex Bolts and Hex Nuts (Inch Dimensioned)
J78-201304, Steel Self-Drilling Tapping Screws.