Industry Standards for Passenger Transit, Rail Vehicle Specifications

Materials & Workmanship


Fasteners

Threaded fasteners are typically specified in English units (inch series) or Metric standards. US - inch standards are usually defied by SAE (Society of Automotive Engineers) standards or IFI (Industrial Fasteners Institute) standards. Metric fasteners are typically specified by ISO (International Organization for Standardization) , DIN (Deutsches Institut für Normung), or JIS (Japanese Industrial Standard) standards. These specifications define material, physical properties, and form in a variety of standards.

Items to consider when specifying a fastener: Specify material, physical property (strength), fit class, manufacturing method (e.g. rolled threads), physical form (shape), size, and finishing.

Corrosion protection levels of fasteners are frequently in dispute in that the achievable levels and nomenclature are often misunderstood, and misapplied.

Plating is very important for steel fasteners to prolong the life expectancy in corrosive environments. Steel fasteners are commonly zinc plated, or cadmium plated, with zinc plating the most common in the US due to environmental controls. Zinc plating is used on steel fasteners to provide a sacrificial surface for corrosion to occur, thus saving the base metal. The zinc/iron combination produces an anode-cathode relationship with the zinc being anodic (active) causing the iron to become cathodic (inactive). Once the zinc has been "used up", it can no longer protect the base metal and red corrosion occurs. At this point, the fastener has failed with respect to corrosion resistance.

The key to extending the corrosion resistance is to adequately specify all aspects of the finish treatment. The corrosion resistance of zinc plating is measured in hours of salt spray resistance (ASTM B117), and is a function of plating thickness, and conversion coatings. The thickness of the plating is directly proportional to the length of time a fastener will remain protected in a given environment. This is further defined in ASTM B633, Appendix X1.1

This resistance can be effectively increased significantly by selecting the appropriate post plating finish treatments. The most common types of zinc plating finish are; no finish - plain zinc (shiny silver to dull gray), clear chromate (shiny silver with a very faint blue tint), or yellow chromate (shiny gold with a very faint green or brown tint). Plain zinc provides only the resistance of the zinc plating, commonly 48-96 hours of salt spray resistance. Clear chromate adds 8-24 hours of salt spray resistance (commonly applied for staining resistance due to handling), while yellow chromate adds 72-112 hours of salt spray resistance. Chromate conversions do not add any significant plating thickness to the fastener, so they may be applied over the maximum zinc plating thickness.

Fasteners or fastener components with a hardness greater than or equal to 320 HV (32 HRC) are susceptible to hydrogen embrittlement when these parts are pickled and/or electroplated. This may cause these fasteners to fail at relatively low loads even if stress relief annealing (baking) is performed after plating. Examples of hardened fasteners are steel bolts - US Grade 8 (Metric grade 10.9), hardened steel washers, or spring washers. These types of fasteners should be mechanically zinc plated, with a yellow chromate conversion (Zinc Yellow Dichromate finish) per ASTM B 695 or with Dachromate 320. An exception to this requirement is that split ring type lock washers, of a size equal to or less than 3/8" (M10), may be effectively electroplated and baked according to the specifications in ISO 4042, Annex A.


Standard: ASTM A31 Standard Specification for Steel Rivets and Bars for Rivets, Pressure Vessels
Purpose: This specification covers steel rivets for use in boilers and pressure vessels and steel bars for use in the manufacture of rivets. Rivets are manufactured to two grades; Grade A (23ksi/160MPa) and Grade B (29ksi/200MPa)
Criteria: Specify standard name, Grade (Note: grade selection may be left up to the carbuilder based upon application)
Usage: ASTM A31, Grade X
Standard: ASTM A502 Standard Specification for Rivets, Steel, Structural (Re-released in 2003)
Purpose: This specification covers three grades of steel rivets in diameters from 1/2 to 1 1/2 in. inclusive, for structural fabricating purposes. The grades are as follows: Grade 1 Carbon steel rivets for general purpose use, Grade 2 Carbon manganese steel rivets for use with high strength carbon and high strength low alloy structural steels, and Grade 3 Weathering steel rivets
Criteria: Specify standard name, Grade (Note: grade selection may be left up to the carbuilder based upon application)
Usage: ASTM A502, Grade X
Standard: SAE J429 - Mechanical and Material Requirements for Externally Threaded Fasteners
SAE J1199 - Mechanical and Material Requirements for Metric Externally Threaded Fasteners (Metric Equivalent)
Purpose: This specification covers the mechanical and material requirements for inch-series steel bolts, screws, studs, etc. This standard provides the requirements associated with the SAE "grade" designations i.e. "SAE grade 5"
Criteria: Specify standard name, desired grade
Usage: SAE J429, Grade X (Metric - SAE J1199, Property class XX)
Standard: SAE J995 - Mechanical and Material Requirements for Steel Nuts
Purpose: This specification covers the mechanical and material requirements for inch-series steel nuts. This standard provides the requirements associated with the SAE "grade" designations i.e. "SAE grade 5"
Criteria: Specify standard name, desired grade
Usage: SAE J995, Grade X
Standard: ASTM F593 - Standard Specification for Stainless Steel Bolts, Hex Cap Screws, and Studs
Purpose: This specification covers the requirements for stainless steel bolts, hex cap screws, and studs 0.25 to 1.50 in.,Inclusive, in nominal diameter in a number of alloys in common use and intended for service applications requiring general corrosion resistance.
Criteria: Specify standard name, Alloy group, Condition
Usage: ASTM F593, Alloy group X (1-7), Condition XX (e.g. CW, H, AH, AF, SH, HT, etc.)
Standard: ASTM F594 - Standard Specification for Stainless Steel Nuts
Purpose: This specification covers the requirements for stainless steel nuts 0.25 to 1.50 in. in nominal diameter inclusive in a number of alloys in common use and intended for service applications requiring general corrosion resistance.
Criteria: Specify standard name, Alloy group, Condition
Usage: ASTM F594, Alloy group X (1-7), Condition XX (e.g. CW, H, AH, AF, SH, HT, etc.)
Standard: ASTM B456 - Standard Specification for Electrodeposited Coatings of Copper Plus Nickel Plus Chromium and Nickel Plus Chromium
Purpose: This specification covers requirements for several types and grades of electrodeposited copper plus nickel plus chromium or nickel plus chromium coatings on steel, nickel plus chromium coatings on copper and copper alloys, and copper plus nickel plus chromium coatings on zinc alloys for applications where both appearance and protection of the basis metal against corrosion are important. Five grades of coatings are provided to correspond with the service conditions under which each is expected to provide satisfactory performance: SC5 - extended very severe, SC4 - very severe, SC3- severe, SC2 - moderate, and SC1 - mild
Criteria: Specify standard name, service condition
Usage: ASTM B 456, class SC3
Standard: ASTM B633 - Standard Specification for Electrodeposited Coatings of Zinc on Iron and Steel
Purpose:

This specification covers requirements for electrodeposited zinc coatings applied to iron or steel articles to protect them from corrosion. Four plating thickness' are specified corresponding to service conditions under which each is expected to provide satisfactory performance: SC4 - very severe, SC3- severe, SC2 - moderate, and SC1 - mild. Chromate coatings are also included as Type: Type I - as plated, Type II - with colored chromate conversion coating, Type III - with colorless chromate conversion coating, and Type IV - with phosphate conversion coating,.

Note: It is common in fastener applications to specify a service condition which provides a plating thickness greater than the threads of small fasteners can tolerate. Please see table for additional details for common plating thickness. DIN 267 is the common metric equivalent standard.

Criteria: Specify standard name, conversion coating type and color, and service condition
Usage: ASTM B633 Type II - Yellow, service condition SC3
Standard: ASTM F1941 - Standard Specification for Electrodeposited Coatings on Threaded Fasteners (Unified Inch Screw Threads (UN/UNR))
Purpose: This specification covers application, performance and dimensional requirements for electrodeposited coatings on threaded fasteners with unified inch screw threads. It specifies coating thickness, supplementary chromate finishes, corrosion resistance, precautions for managing the risk of hydrogen embrittlement and hydrogen embrittlement relief for high-strength and surface-hardened fasteners. It also highlights the differences between barrel and rack plating and makes recommendations as to the applicability of each process.
Criteria: Specify compliance with standard, conversion coating class, and designation
Usage: ASTM F1941, class 8, desgination D (see table)
Standard: ISO 3506 - Mechanical Properties Of Corrosion Resistant Stainless-Steel Fasteners
Purpose:

This standard specifies the physical material properties of stainless steel fasteners. (tensile strength, hardness, yield strength, proof load, etc.) This is a series of Five standard documents that define the characteristics of corrosion resistant stainless steel fasteners.

Criteria: Specify standard name, and compliance criteria
Usage: Compliance with ISO 3506, specific criteria or property class
Standard: ISO 898 - Mechanical Properties Of Fasteners Made Of Carbon Steel And Alloy Steel
Purpose:

This standard specifies the physical material properties of carbon steel fasteners. (Tensile strength, hardness, yield strength, proof load, etc.)

Criteria: Specify standard name, and compliance criteria or property class
Usage: Compliance with ISO 898, specific criteria
Standard: ISO 4042 - Threaded Components - Electroplated Coatings
Purpose:

This standard covers the coating of threaded components of steel or Copper alloy by electrode deposition of the more common finishes. The properties of the coatings are specified in other international standards for the individual finishes.

Criteria: Specify standard name, and desired plating
Usage: ISO 4042, plating XX

Fastener Grade & Material Strength Comparison (With Plating)

Fastener Strength

Bolts, Screws (Externally Threaded)
US (SAE)
Metric (ISO)
Proof Load
Tensile Strength
Yield Strength (1)
Comments (2)
Grade
Property Class
ksi
MPa
ksi
MPa
ksi
MPa
 
4.6
33
225
58
400
35
240

Carbon Steel, Applicable Sizes M5 - M36

1
 
33
228
60
414
36
248

Carbon Steel, Applicable Sizes 1/4" - 1-1/2"

2
 
33
228
60
414
36
248

Carbon Steel, Applicable Sizes Over 3/4" - 1-1/2"

 
4.8
45
310
61
420
49
340

Carbon Steel, Applicable Sizes M1.6 - M16

 
AX-50 (4)
   
73
500
30
210

Stainless Steel, Applicable Sizes ≤ M39, (4)

2
 
55
379
74
510
57
393

Carbon Steel, Applicable Sizes 1/4" - 3/4"

 
5.8
55
380
75
520
61
420

Carbon Steel, Applicable Sizes M5 - M24

 
AX-70 (4)
   
102
700
65
450

Stainless Steel, Applicable Sizes ≤ M24, (4)

5
 
74
510
105
724
81
558

Carbon Steel, Applicable Sizes Over 1" - 1-1/2"

4
 
65
448
115
793
100
689

Carbon Steel, Applicable Sizes 1/4" - 1-1/2"

 
AX-80 (4)
   
116
800
87
600

Stainless Steel, Applicable Sizes ≤ M24, (4)

5
 
85
586
120
827
92
634

Carbon Steel, Applicable Sizes 1/4" - 1"

 
8.8
87
600
120
830
96
660

Carbon Steel, Applicable Sizes M5 - M36

 
9.8
94
650
131
900
104
720

Carbon Steel, Applicable Sizes M5 - M36

8
 
120
827
150
1034
130
896

Carbon Steel, Applicable Sizes 1/4" - 1-1/2"

 
10.9
120
830
151
1040
136
940

Carbon Steel, Applicable Sizes M5 - M36

 
12.9
141
970
177
1220
160
1100

High Strength Carbon Steel


Notes:

Note 1:

Yield strength is stress at which a permanent set of 0.2% of gage length occurs.

Note 2:

Values for sizes other than those specifically listed may be obtained from Proof Load tables for each specific size.
Note 3: Strength data for carbon steel fasteners based upon SAE table J429 (US) and J1199 (Metric)

Note 4:

Stainless Steel:
ISO
AISI

Type

A1
303

Austenitic, Free Machining, Cold Worked

A2
304

Austenitic, Corrosion Resistant, Cold Worked

A4
316

Austenitic, Corrosion & Acid Resistant, Cold Worked

SX
400 Series

Martensitic, Spring Stainless Steel, Heat Treatable

Plating & Treatment of Fasteners

For corrosion resistant applications, all steel fasteners should be zinc plated with the highest protective service condition available per thread configuration.  Stainless steel fasteners should be passivated.

Steel fasteners used for interior or cosmetic applications should be chrome plated per ASTM B 456, class SC-3.

If stripping and re-plating of fasteners is required to meet the aforementioned criteria, documentation must be made available to verify that all applicable post plating treatments and standards have been met.  Batch testing of stripped and re-plated fasteners is required to ensure there is no hydrogen embrittlement.

US Standard: After manufacturing, steel fasteners should be electroplated, zinc with a yellow chromate conversion per ASTM B633, Type II - Yellow (please refer to table for thickness). 

Metric: After manufacturing, steel fasteners should be electroplated, zinc with a yellow chromate conversion per ISO 4042, (please refer to table for thickness).

Plating Thickness for Steel Fasteners, Zinc, Yellow Chromate Conversion
Bolt size
Metric DIN 267
US ASTM B633
Thickness (Micro meter / inch)
Dia, up to #8 (M3)
A1L
-
3µm / .00012"
Dia. >#8 (M3) to 5/16" (M8)
A2C or A2L
SC1
5µm / .00020"
Dia. >5/16" (M8) to 7/8" (M22)
A3C
SC2
8µm / .00031"
Dia. >7/8" (M22) to 1-1/8" (M33)
A4C
SC3
13µm / .00051"
Dia. >1-1/8" (M33) and greater
A5C
-
15µm / .00059"

Conversion Coating Class & Designations per ASTM F1941

Class Minimum
Thickness
(in.)
3
0.0001
5
0.0002
8
0.0003
12
0.0005
Designation Type Typical Appearance
A
Clear Transparent colorless with slight iridescence
B
Blue-bright Transparent with a bluish tinge and slight iridescence
C
Yellow Yellow iridescent
D
Opaque Olive green, shading to brown or bronze
E
Black Black with slight iridescence
F
Organic Any of the above plus organic topcoat

Hydrogen Embrittlement

Fasteners or fastener components with hardness greater than or equal to 320 HV (32 HRC) are susceptible to hydrogen embrittlement when these parts are pickled and/or electroplated.  This may cause these fasteners to fail at relatively low loads even if stress relief annealing (baking) is performed after plating.  Examples of hardened fasteners are steel bolts - US Grade 8 (Metric property class 10.9), hardened steel washers, spring washers, etc.  These types of fasteners should be mechanically plated to avoid hydrogen embrittlement.

A suggested Standard for mechanical plating is ASTM B695-00 Standard Specification for Coatings of Zinc Mechanically Deposited on Iron and Steel - using similar plating thickness as discussed in the above table.

All safety-related, high strength fasteners that are plated or chemically cleaned should be provided with certifications showing freedom from hydrogen embrittlement, based on a representative sample of the actual production fasteners, tested for hydrogen embrittlement by the OEM Contractor or a supplier following ASTM F519 procedures.  An ASTM F606 wedge-test sample may be used in place of the F519 standard samples.  Test loads should be a minimum of eighty (80) percent of yield strength or proof load and held for a minimum of 168 hours.  Any failures would be cause to reject the entire lot.