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ISO 898
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ISO 898 is an international standard that defines mechanical and physical properties for metric fasteners. This standard is the origin for other standards that define properties for similar metric fasteners, such as SAE J1199 and ASTM F568M.[1] It is divided into five (nonconsecutive) parts:
1. Bolts, screws and studs with specified property classes – Coarse thread and fine pitch thread[2]
2. Nuts with specified proof load values – Coarse thread[3]
3. Flat washers with specified property classes[4]
5. Set screws and similar threaded fasteners not under tensile stresses[5][6]
6. (Now withdrawn) Nuts with specified proof load values – Fine pitch thread[7]
7. Torsional test and minimum torques for bolts and screws with nominal diameters 1 mm to 10 mm[8]
With exception to part 7, which defines test standards, the parts of this standard define properties for fasteners made of carbon steel and alloy steel. The standards define that the testing must be performed at ambient temperatures, which is defined as between 10 and 35 °C (50 and 95 °F). The standards do not cover fasteners that would otherwise apply but require special properties, such as weldability or corrosion resistance.[2][3][5]
Part 1: Bolts, screws and studs with specified property classes – Coarse thread and fine pitch thread
[edit]Part 1 defines the mechanical properties of bolts, screws, and studs. It specifically applies to fasteners that have an ISO metric screw thread as defined in ISO 68-1. The properties are defined for M1.6-39 with coarse threads and M8-39 with fine threads. The diameter and pitch combinations must adhere to ISO 261 and ISO 262 and the thread tolerances must adhere to ISO 965 parts 1, 2, and 4.[2]
Part 1 does not specify properties for fasteners that have head geometries that reduce the shear strength of the fastener, such as low head screws and countersunk heads. It also excludes set screws, which are covered under part 5.[2]
Part 2: Nuts with specified proof load values – Coarse thread
[edit]Part 2 defines the mechanical properties for coarse threaded nuts up to an M39 size and a height of at least half the nominal diameter.[3]
Part 3: Flat washers with specified property classes
[edit]Part 3 defines the mechanical and physical properties of flat washers, designed to be used in bolted joints in combination with other fasteners.[4]
Part 5: Set screws and similar threaded fasteners not under tensile stresses
[edit]Part 5 defines the mechanical properties for set screws and other fasteners not under tensile stresses. It defines properties for sizes M1.6 through M24.[5]
Part 6: Nuts with specified proof load values – Fine pitch thread
[edit]Part 6 has been withdrawn as of 20212 and been replaced by ISO 898-2:2012. It used to be same as part 2 except for fine threaded nuts that range from M8 to M39. Note that the working temperature range for these fasteners is −50 to 300 °C (−58 to 572 °F)[7]
Part 7: Torsional test and minimum torques for bolts and screws with nominal diameters 1 mm to 10 mm
[edit]Part 7 defines how to perform torsional tests on bolts and screws that have a nominal diameter less than or equal to 10 mm. This standard only applies to short screws and bolts with a nominal diameter between 3 and 10 mm.[8]
References
[edit]- ^ Bickford & Nassar 1998, p. 154.
- ^ a b c d ISO 898-1:2013, retrieved 2023-11-28.
- ^ a b c ISO 898-2:2022, retrieved 2023-11-28.
- ^ a b ISO 898-3:2018, retrieved 2023-11-28.
- ^ a b c ISO 898-5, retrieved 2009-06-12.
- ^ ISO 898-5:2021, retrieved 2023-11-28.
- ^ a b ISO 898-6:1994, retrieved 2009-06-12.
- ^ a b ISO 898-7:1992, retrieved 2023-11-28.
Bibliography
[edit]- Bickford, John H.; Nassar, Sayed (1998), Handbook of bolts and bolted joints, CRC Press, ISBN 978-0-8247-9977-9.
Further reading
[edit]- Blake, Alexander (1986), What every engineer should know about threaded fasteners: materials and design, CRC Press, ISBN 978-0-8247-7554-4.
- Hagiwara, Masaya; Sakai, Hiroaki (2007), "Verification of the Design Concept on Nuts in Bolt/Nut Assembly for Revision of ISO 898-2 and ISO 898-6", Journal of Advanced Mechanical Design, Systems, and Manufacturing, 1 (5): 755–762, Bibcode:2007JAMDS...1..755H, doi:10.1299/jamdsm.1.755[permanent dead link].
- Timings, Roger Leslie (2005), Newnes mechanical engineer's pocket book (3rd ed.), Newnes, pp. 196–234, ISBN 978-0-7506-6508-7.
External links
[edit]- Mechanical properties of common ISO property classes Archived 2009-11-04 at the Wayback Machine
ISO 898
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Overview
Scope and Purpose
ISO 898 is a series of documents published by the International Organization for Standardization (ISO) that specifies the minimum mechanical and physical properties for metric fasteners made from carbon steel and alloy steel, with tests conducted at ambient temperatures ranging from 10 °C to 35 °C.[1] These properties are evaluated under normal room conditions to ensure consistent performance, though the fasteners' applicability extends to service temperatures from -50 °C to +150 °C, with guidance for higher temperatures up to +300 °C requiring metallurgical consultation.[4] The standard covers a variety of fasteners, including bolts, screws, nuts, studs, washers, and set screws, typically with nominal thread diameters from M1.6 to M39 for coarse and fine pitches.[1] Materials are limited to carbon steel and alloy steel, with the series divided into parts that address specific fastener types, such as Part 1 for bolts, screws, and studs; Part 2 for nuts; Part 3 for washers; and Part 5 for set screws. Property classes like 8.8 or 10.9 serve as designations for varying strength levels across these components.[1] ISO 898 explicitly excludes non-mechanical properties, such as weldability, machinability, corrosion resistance, shear stress performance, torque-tension characteristics, and fatigue resistance, concentrating instead on key metrics including tensile strength, yield strength, proof load, and hardness.[4] This focused approach ensures that the standard provides a reliable framework for verifying the structural integrity of fasteners without addressing specialized environmental or processing attributes. The primary purpose of ISO 898 is to promote interchangeability, safety, and reliability in bolted joints used in global manufacturing and engineering applications by establishing uniform property requirements that facilitate consistent quality control and design standardization.[1]Historical Development
The development of ISO 898 began in the 1960s and 1970s as part of the International Organization for Standardization's (ISO) broader efforts to establish unified metric standards for fasteners, responding to post-World War II industrial needs for interoperability in global manufacturing and trade. ISO Technical Committee 2 (ISO/TC 2) on fasteners, established in 1947, played a central role in coordinating these initiatives to replace disparate national specifications with harmonized international norms. This work culminated in the first edition of ISO 898-1, published in December 1978, which specified mechanical properties for bolts, screws, and studs made of carbon and alloy steel.[5][6] Subsequent revisions refined the standard to address evolving technical requirements and align with advancements in materials science. The second edition of ISO 898-1 appeared in 1988, followed by the third in 1999, which updated testing conditions and property requirements. The fourth edition in 2009 and fifth in 2013 introduced significant enhancements, such as guidance on mechanical properties at elevated temperatures up to 700 °C for select property classes in Annex B, enabling broader application in high-temperature environments like automotive and aerospace sectors.[1][7][8] For ISO 898-2 on nuts, the first edition was released in 1980, followed by the second in 1992, the third in 2012 incorporating technical revisions to proof load specifications, and the fourth in 2022.[9][10] The standard's evolution also involved consolidation to streamline its structure. ISO 898-6, which addressed nuts with fine-pitch threads and specified proof load values, was withdrawn in 2012, with its requirements merged into the updated ISO 898-2 to eliminate redundancy. This change was reaffirmed in subsequent reviews, ensuring the series remained cohesive. European norms, such as EN 20898 (adopted in the 1990s as identical to early ISO 898 parts), influenced and facilitated the standard's integration into regional regulations, promoting consistency across the European Union.[11][12] As of 2025, ISO 898-1:2013 and ISO 898-2:2022 represent the current editions, reflecting ongoing adaptations to industrial demands while maintaining the core framework established in the late 1970s.[2]Mechanical Properties and Designations
Property Classes
The property classes in ISO 898 designate the mechanical strength and ductility of fasteners, using a nomenclature consisting of two numbers separated by a dot, such as 8.8. The first number represents the nominal tensile strength in hundreds of megapascals (MPa); for instance, in class 8.8, the value 8 indicates a nominal tensile strength of 800 MPa. The second number denotes the ratio of yield strength to tensile strength, multiplied by 10; thus, the .8 in 8.8 signifies a yield strength of 80% of the tensile strength, or 640 MPa. This system, defined in ISO 898-1:2013, allows for standardized identification of fastener performance across carbon and alloy steel bolts, screws, and studs.[4] Common property classes range from low-strength options like 4.6, suitable for general-purpose applications with a nominal tensile strength of 400 MPa and yield strength ratio of 60%, to medium-strength classes such as 8.8 (800 MPa tensile, 80% yield ratio), widely used in structural and automotive fasteners. High-strength classes, including 10.9 (1,000 MPa tensile, 90% yield ratio) and 12.9 (1,200 MPa tensile, 90% yield ratio), are typically reserved for alloy steels in demanding environments like aerospace or heavy machinery, as specified in ISO 898-1 for coarse and fine thread fasteners from M1.6 to M39. These classes apply variably across ISO 898 parts; for example, part 1 covers bolts, screws, and studs, while part 2 addresses nuts with compatible classes like 6 for matching 8.8 bolts.[4][13] Ductility requirements ensure fasteners can deform without brittle failure, measured by minimum elongation after fracture and reduction of area on machined test pieces. For class 8.8, the standard mandates at least 12% elongation after fracture and 44% reduction of area, promoting balanced toughness alongside strength; similar thresholds apply proportionally to other classes, with lower values for higher-strength options like 10.9 (10% elongation, 35% reduction). These metrics, outlined in ISO 898-1 tables for sizes up to M39, verify the material's ability to withstand plastic deformation under load.[4] Marking requirements facilitate identification and traceability, mandating that fasteners in classes 8.8 and above bear the property class designation (e.g., "8.8") on the head, shank, or flange for diameters 5 mm and larger, alongside the manufacturer's mark. For studs in classes 5.6, 8.8, and 9.8, marking on the end is specified, while reduced loadability variants use a "0" prefix (e.g., "08.8"). This ensures compliance during installation and inspection, as per clause 10 of ISO 898-1:2013. Proof load values are derived directly from these class designations to confirm non-elastic deformation limits.[14][4]Material and Composition Requirements
ISO 898 specifies material requirements for carbon and alloy steels used in bolts, screws, and studs to ensure consistent metallurgical properties that support the designated mechanical performance. These requirements focus on chemical composition limits assessed via cast analysis, heat treatment processes, and controls on surface and internal defects to prevent variations that could compromise fastener reliability.[1] For lower property classes such as 4.6 through 5.8, the standard mandates carbon steels without required alloying elements, emphasizing purity and basic composition to achieve ductility and formability. The maximum carbon content is limited to 0.55% to maintain weldability and avoid excessive brittleness, while phosphorus and sulfur are restricted to ≤0.050% and ≤0.060% respectively to minimize embrittlement risks during manufacturing.[15][1] Higher property classes from 8.8 to 12.9 utilize carbon steels with additives or full alloy steels to enable higher strength through improved hardenability. Additives include boron (maximum 0.003%), or elements like chromium (minimum 0.30% for alloy designation), molybdenum, or increased manganese (minimum 0.60–0.70% in boron steels with low carbon). For instance, class 10.9 alloy variants incorporate up to 0.30% chromium alongside carbon limits of 0.20–0.55% and phosphorus/sulfur maxima of 0.025% to balance strength and corrosion resistance. Decarburization is strictly controlled per ISO 3887, with maximum total affected depth not exceeding specified thread tolerances (e.g., 0.015 mm for complete decarburization in most classes) to preserve surface hardness.[15][16][17] Heat treatment is integral to material processing, particularly for classes 8.8 and above, where quenching followed by tempering at 425–650 °C produces a martensitic structure with controlled toughness; lower temperatures (e.g., 380 °C minimum for certain 12.9 variants) yield higher hardness. For classes like 5.6, case hardening of low-carbon steels is permitted to enhance surface wear resistance while keeping the core ductile. Non-metallic inclusions, which can act as stress concentrators, are limited according to ISO 4967 microscopic examination methods, ensuring clean steel with minimal oxide, sulfide, or silicate defects. Surface discontinuities, such as seams or laps, are tolerated within allowances defined by ISO 6157 to accommodate manufacturing realities without impacting load-bearing capacity.[1][15]Testing Methods
Proof Load and Tensile Strength Tests
The proof load test evaluates the load-bearing capacity of bolts, screws, and studs by applying a specified axial load without causing permanent deformation, ensuring the fastener remains elastic under service conditions. As outlined in ISO 898-1:2013, Clause 9.6, the test uses a calibrated tensile testing machine compliant with ISO 7500-1, Class A, to apply the proof load (F_p) uniformly via hardened washers or spacers that prevent bending and distribute stress evenly across the head and nut-bearing surfaces.[18] The load is increased at a controlled rate and held constant for 15 seconds at an ambient temperature of 10–35 °C, after which the fastener is unloaded to check for any permanent elongation.[18] Proof loads are tabulated for each property class, nominal size, and thread pitch; for instance, an M10 bolt in property class 8.8 with coarse thread requires a minimum proof load of 37.7 kN.[18] Acceptance for the proof load test mandates no fracture during loading and no permanent set greater than 0.0001 times the fastener's nominal length (measured with 0.1% accuracy) after unloading, confirming the material's ability to support the design load without yielding.[18] This test is performed on full-size finished fasteners, and the proof stress (S_p) is derived as the minimum proof load divided by the nominal tensile stress area (A_{s,nom}), where A_{s,nom} approximates the effective threaded area using the formula:
with as the pitch diameter of the thread; exact values are provided in ISO 898-1 tables for precision. For example, the tensile stress area for an M8 bolt is 36.6 mm² for coarse pitch (1.25 mm) and 39.2 mm² for fine pitch (1.0 mm), per ISO 898-1.[18] For the M10 class 8.8 example, with A_{s,nom} = 58 mm², the resulting proof stress aligns with the class's minimum of 640 MPa.[18]
The tensile strength test measures the ultimate tensile strength (R_m) and lower yield strength (R_{eL}) or 0.2% proof strength (R_{p0.2}) by subjecting the fastener to axial tension until fracture, providing data on maximum load capacity and ductility. Per ISO 898-1:2013, Clause 9.3, the procedure follows ISO 6892-1 for metallic materials, using wedge-gripping fixtures specified in Annex A to secure the fastener head and threaded end, which accommodates angular misalignment (typically a 4° wedge angle for sizes up to M39) and prevents premature failure at the grips.[18] The test occurs at 10–35 °C, with the load applied at a speed not exceeding 10 mm/min until fracture, followed by measurements of percentage elongation after fracture (A_f ≥ 12% for class 8.8) and reduction of area if required.[18]
Acceptance criteria require the fracture to occur outside the gripping zone, with R_m not less than the minimum specified in Table 3 (e.g., ≥800 MPa for property class 8.8 across diameters ≤M39) and yield strength ≥640 MPa, ensuring the fastener meets its designated mechanical performance without brittle failure.[18] Detailed minimum values for R_m, yield strength, and elongation are provided in tables for each property class and size range, with supplementary hardness checks occasionally correlating to these tensile properties for quality verification.[18]
Hardness and Torsional Tests
Hardness testing for fasteners under ISO 898 ensures material uniformity and resistance to deformation, primarily using Rockwell (HRC) or Vickers (HV) methods as specified in ISO 6508-1 for Rockwell and ISO 6507 for Vickers, with a minimum test force of 98 N (HV 10) for accurate surface and core measurements.[4] For quenched and tempered carbon or alloy steels in property class 8.8, core hardness must range from 22 HRC minimum to 32 HRC maximum, corresponding to 250 HV to 320 HV, to balance strength and ductility.[4] Surface hardness is limited to prevent brittle cracking during forming or service, not exceeding the core hardness by more than 30 HV points and capped at 355 HV overall for class 8.8.[4] For property classes below 8.8, such as 4.6 to 6.8, through-hardening is verified via Vickers or Brinell hardness tests on a cross-section of the fastener shank, confirming uniform hardness distribution without soft cores that could compromise performance.[19] Decarburization, which can weaken the surface during heat treatment, is controlled with the total decarburized layer (complete plus partial) limited to a maximum of 3% of the nominal diameter, while complete decarburization depth is restricted to 0.015 mm; the non-decarburized thread zone must retain at least two-thirds of the external thread height for higher classes.[4] Hardness tests are typically performed on one sample per production lot to verify compliance, with additional checks if lot sizes exceed specified limits. The torsional test, outlined in ISO 898-7, evaluates torque resistance and thread integrity for bolts and screws with nominal diameters of 1 mm to 10 mm in property classes 8.8 to 12.9, by clamping the fastener over at least two full threads and applying increasing torque until fracture or a 180° twist in the unthreaded portion.[20] This method isolates pure torsional stress, using a device with torque measurement accuracy of ±7% of the minimum breaking torque, to ensure the fastener withstands assembly and operational twisting without premature failure.[21] Minimum breaking torque values are specified by size and class; for instance, an M3 fastener in class 8.8 requires at least 1.5 N·m.[22] The minimum breaking torque $ T $ is derived from the formula
where $ K $ is a material and geometry constant (approximately 0.012 for steel threads), $ d $ is the nominal diameter in mm, and $ R_m $ is the nominal ultimate tensile strength in MPa, providing a predictive basis tied to axial properties while accounting for shear in torsion.[21] One torsional test per lot is conducted for quality assurance, complementing non-destructive proof load tests for overall verification.[20]