Copyright © 1999, 2004 by American Forest & Paper Association, Inc., Washington, D.C. ADS Commentmy PART XI: WOOD SCREWS 11.1-GENERAL 11.1.1-Quality of Wood Screws In the 1986 and earlier editions, woodscrewswere not required to meet particular dimensional and thread type standards to qualify for the design values given in the Specification. The general performance requirement inthese editions was that the woodscrewsbeof sufficient strength to cause failure in the wood rather than the metal. - The 1991 edition requires wood screws to conform to the dimensional data of ANSVASME Standard B18.6.1-1981in order to qualify for tabulated design values and related design provisions. Standard B18.6.1, whichcovers both cut and rolled thread screwtypes, does not specifyminimum metal strength properties. However,bendingyield strength of the screwisa required input to the lateral designvalueyield mode equations of 11.3.1. Additionally, the actual tensile stressin the screw at the root diameter isrequired to be checked when designing the connection for withdrawal loads (see 11.2.3of the Specification). Tabulated lateral design values for woodscrewsin Tables 11.3A and 11.3Bapply to screwswithspecified strength properties.Irrespective of whether the lateral designvaluesinthesetables are used or lateral design values are developeddirectly from the yield mode equations of 11.3.1, it is the designer’s responsibility to specify the metal strength properties of the wood screws that are to be employed for the job. 11.1.2-Fabrication and Assembly - 11.1.2.1 Prior to the 1962 edition, lead hole requirements for woodscrewswere 90 percentof the screw root diameter for hardwoods and 70 percentof the root diameter for softwoodspecies.Theseprovisionswerebased on early research involving flat head woodscrews up to 24 gage and 5 inchesinlengthin seven species, including southern pine, cypress and oak (55). In the 1962 edition, the leadholerequirements werereferenced to new fastener species groups established on the basisofspecificgravity. The 90 percent of root diameter requirementwasapplied to Group I species,thosewithaspecificgravity greater than 0.60; and the 70 percent of root diameter requirement was applied to speciesoflowerspecificgravityin Groups 11, I11 and IV. In the 1982 edition, the provisionallowingthe insertion of wood screws in Group I11 and IV species without aleadholewhen the screwwassubjectto withdrawal loads onlywas introduced. The specific gravity of speciesinthese groups wasless than 0.5 1. This provision for use of screws without aleadhole paralleled that made for 3/8 inch and smaller diameter lagscrewsinthesame edition and was supported by both research results and field experience (see Commentary for 9.1.2.2). The leadholeprovisions for screwsinwithdrawal in the 1991 edition continue the requirements of the 1982 and earlier editions except that the species group designationshavebeenreplaced by specific gravity ranges. 11.1.2.2 In the 1960 and earlier editions, wood screwsresisting lateral loads were requiredtohave shank and threaded portion leadholesin hardwoods equal to the shank and thread root diameters, respectively; and insoftwoodspecies equal to seven-eighths the shank and thread root diameters, respectively. These provisions were based on early lateral load tests wood of screws (57,62,98). The hardwoods and softwoods designations were replaced the in1962 edition withspecies Group I and Groups 11, I11 and IV, respectively, based on specific gravity. Species classifiedin Group I werethosewithspecificgravities greater than 0.60 while those with lower specific gravities were classified in the higher numbered groups. In the 1991 edition, lateral designvalues for wood screws are no longer tabulated in terms ofspecies groups but are given for each individual species combination. Thus the leadholerequirements for screws resisting lateral loads that were given in previous editions are appliedintermsofwhetherthe specific gravity of the speciesis greater than 0.60 or equalto or less than 0.60. It is to be noted that leadholesare required for allwoodscrewssubject to lateral loads regardless of wood specific gravity. 11.1.2.3 Insertion of wood screws by turning rather than driving has beenarequirementsincethe 1944 edition. All tests on which wood screw provisions in the Specification are based involved joints made with this method ofassembly(55,62,98). 11.1.2.4 Use of lubrication to facilitate screw insertion and avoidscrew damage, arecommendation since the 1944 edition, has been made mandatory in the Wood Screws ~~ 133 NDS Commentary 1991 edition.Earlytestsshowthe lubricant has no significanteffect on designvalues (55,57,98). 11.2-WITHDRAWAL DESIGN VALUES Background for wood screws w = K,G~D are (C11.2-1) where: W K, G D = nominalwithdrawaldesignvalueperinch of screw length or per inch of penetration of the threaded portion, lbs = constant basedonultimate load tests and screw length basis = specific gravity, oven dry weight and volume = shank diameterofthescrew,in. This equation wasbasedonearlyextensivetesting with cut thread woodscrews and sevenwoodspecies (55). In the 1960 and earlier editions, the equation was published in the Specification in lieu of tabulated withdrawaldesignvalues. In the 1944 edition, avalue of 2040 wasused for the constant K,. This value gave a withdrawal design value per inch of total screw length assuming the depth of penetration into the piece receiving the point was at least two-thirds the length of thescrew; and awithdrawaldesignvalue whichwas approximatelyone-fifththeultimate load determined fromscrewwithdrawaltests (55). The one-fifth factor represented an originally recommended one-sixth factor onultimate load (57) increased by twentypercent as part of theWorld War I1 emergencyadjustmentin 1.2 factor was designvalues.Followingthewar,this codified as 10 percent for thechangefrompermanent to normal loading and 10 percent for experience(see Commentary for 2.3.2). In the 1950 edition, the basis for W waschanged fromdesignvalueperinchof total screw length to designvalueperinchofpenetrationofthethreaded part of the screw. The value of the constant K , was changed to adjust the equation for this new index point (57,62). The equation became W = 2850 G 2 D where: 134 Wood s%rews penetrationofthethreaded screwinthepiecereceivingthe portion ofthe point, lbs A table of allowable screw withdrawal design values based on Equation C11.2-2 also was introduced inthe 1950 edition. 11.2.1-Withdrawal from SideGrain Withdrawal design values basedonthe equation W = nominal withdrawal design value per inch of (C11.2-2) In the 1960 edition, the table ofscrewgages and lengths, which had been part of the Specification since the 1944 edition, was dropped. In the 1962 edition, Equation C11.2-2 also was dropped from the Specification in favor of the tabulated withdrawal design values alone. 1991 Edition The wood screw withdrawal design values in Table 1 1.2A ofthe 1991 edition are basedonEquation C11.2-2 and remainunchanged from those givenin earlier editions. The specific application of the tabulated withdrawaldesignvalues to rolledthreadwood screws as well as cut thread screws is a new provision. Previous editions did not specify thread type, although theearlyresearch on whichwoodscrewwithdrawal designvalues are basedwasconducted on cutthread screws. The shank or body diameter of a cut thread screw is the same as the outside diameter of the thread. The shank or bodydiameter of therolledthreadscrewis the same as the root diameter. For the same gage and nominaldiameterofscrew, both screwthreadtypes havethesame threads per inch, the same outside diameter of thread and thesamethread depth. If the tensilestrengthofthescrewis adequate and thelead holeprovisionsbased on root diameter are employed, is thewithdrawalresistance ofrolledthreadscrews consideredequivalent to that of cut thread screws. This is supported by comparative testsofonetypeof tappingscrew and cut thread woodscrews.Although, thethread depth of tapping and rolledthreadscrews are not the same, both types have outside thread diameters that are larger than theirbodydiameters. The comparativetestsshowed that, for comparable diameters and penetrations of thethreadedportion of the screws, the withdrawal design values of the tapping screw were slightly higher than those of the cut thread fastener (65,204). Screwlength as well as screwgage or nominal diametermust be specified. The ANSUASMEB18.6.1 standard requires thread length to be equivalent to at least two-thirds of the nominal screw length. The screwdiametersassociatedwiththescrewgagesgiven in Table 11.2A are shown in Tables 1 1.3A and 1 1.3B. - ADS Commentary Table 11.2Aisenteredwith the specificgravityof the lumber species combination receiving the threaded portion of the screw.Specificgravityvalues are given for current commercial lumber species combinations in Table 11A.Speciesspecificgravityvalues tabulated in the Specification have changed in various editions as a resultofnew property information, changesin the commercial importance of some species, and the introduction ofnewspecies groupings. Specific gravity values tabulated in the 1991 edition reflect a number of such changes from valuesgiveninpreviouseditions. 11.2.2-Withdrawalfrom End Grain Early tests of wood screws in withdrawal from end grain surfaces of oak, southern pine, maple and cypress gavesomewhat erratic resultsrelative to those for withdrawal from side grain (55). These irregular results were attributed to the tendencyof the screw to split the wood in the end grain configuration. Average ratios of end grain withdrawal resistance to side grain withdrawalresistanceranged from 52 to 108percent (55). Becauseofthisvariability, structural loading of woodscrewsinwithdrawal from end grain has been prohibitedsince the 1944edition.Wheresplittingis avoided, use of an end grain to side grain withdrawal designvalue ratio of75percent has beensuggested (57,66). 11.2.3-Tensile Strength of Wood Screw (See Commentary for 11.1.1) 11.3-LATERAL DESIGN VALUES 11.3.1-Wood-to-Wood Connections Background From the 1944 through the 1986 editions, lateral designvalues for woodscrews loaded at anyangle to grain werebased on the equation (C11.3-1) 2 = KLD2 where: 2 = nominalwoodscrew lateral designvalue,Ibs 'K = species group constant based on specific = = = = D = gravity ( G ) ofwoodmembers 4800 Group I G = 0.62 3960 Group I1 G = 0.51 3240 Group I11 G = 0.42 2520 Group IV G = 0.31 shank diameter, in. - 0.75 - 0.49 0.41 - 0.55 The equation wasbased on early lateral load tests ofwoodscrewsin southern pine,cypress and oak in whichthe depth of penetration of the screw into the piece receiving the block was at least 7 times the shank diameter (57,98). The valuesshown for the constant KL provided lateral design values which were about 75 percent of those associated with test proportional limit values. The KL valuesincludedtheoriginallyrecommended adjustment of1.6(57)increased20percent as part of the World War I1 emergency increase in wood designvalues. Thelatter adjustment wassubsequently codified as a 10 percent adjustment for thechange from permanent to normal loading and 10percent for experience (see Commentary for 2.3.2). Lateral design valuesof75percentof proportional limitvalues are about one-fifth maximum test loads (57). Beginningwith the 1950 edition, tabulated wood screw lateral designvaluesbased on Equation C11.3-1 were includedin the Specification. Presentation of the equations for each group was subsequently discontinued beginning with the 1962 edition. In the 1960 and earlier editions, awoodscrewfastener group between Groups I1 and I11 wasprovidedintheSpecification. This group for intermediate density hardwood species alsowas dropped beginningwith the 1962edition. Prior to1971, grain type and other featuresthan specificgravitywereconsideredinclassifyingcertain lowerdensitysoftwoodspecies into KL factor groups. This wasevidenced by somespecieshavingthesame specific gravities as those in Group I11 beingclassified in Group IV (57,62).Beginningwiththe 1971 edition, specific gravity was used as the sole criterion for assignment ofspecies for woodscrew lateral design value constants. The specificgravityclasslimits for KL valuesshowninthelegend for Equation C11.3-1 wereused toclassifyspecies from 1971 throughthe 1986 edition. 1991 Edition Similar to the treatment of bolts and lagscrews, lateral design values for wood screws in the 1991 edition are based on application ofthe yield limit model (see Commentary for 7.2.1 and 8.2.1). The same general equations used to describedifferentmodes of yieldingoflagscrews are alsousedwithwoodscrews (seeCommentary for 9.3.1). Three modes ofyielding are provided for: bearing in thesidemember or cleat (Mode I, ), development of a plastic hinge in the screw in the main member (Mode IIIs ), and development of plastichingesin both main and sidemembers(Mode IV). The term KO in the denominator of the yield mode equations of11.3.1relatesyieldmode equation designvaluesbased on a 5 percentdiameteroffset Wood Scmws 135 dowelbearing strength to the general levelof proportional limit based lateral design values previously given intheSpecification. For smalldiameterdoweltype fasteners (wood screws and nails), this conversion factor wasset at 2.2when the fastenerpenetrationinthe member receiving the point is sufficient to develop the full lateral load capacity of the joint. In the 1986 and earlier editions of the Specification, lateral design values for small diameter lag screws were lower than those for wood screws of comparable diameter. This differencewasaresultofthedifferent methodologies used to establish lateral design values for thetwo fastener types,primarily the reduction factor applied to proportional limittestvalues. In the 1991 edition, this difference in lateral design values between small diameter lag screwsloadedparallel to grain and wood screws of similar diameter has been minimized by usingaconversion factor, KO , of3.0 for thelargest diameterwoodscrews. This valuerelates to the2.8, 4.0 and 3.0 conversion factors associated with the Mode Is , IIIs and IV yield mode equations, respectively, for lag screws loaded parallel to grain (see Commentary for 9.3.1 - Yield Mode Equations). To provide for a gradual transition of KO values between small and large diameter wood screws, a variable value of KO is used for intermediatediameterscrews as shownbelow. Unthreaded shank diameter, inches = D Diameter coefficient for woodscrews = KO D 0.17 0.17 c D < 0.25 D 2 0.25 s K’’= 2.2 KO = 1O(D) + 0.5 KO = 3.0 No adjustment of wood screw yield mode equation designvalues are made for varyinganglesof load to grain. This is a continuation of procedures in previous editions of the Specificationwhichassignedthesame woodscrew lateral designvalues to both parallel and perpendicular to grain loading conditions. The lowestvalue of 2 obtained from thethree yield mode equations of11.3.1isselected as the nominal lateral designvalue for the connector. The equations are enteredwith unthreaded screw shank diameter,sidememberthickness and dowelbearing strengths, Fa and Fa , for the species of wood being used for the side or main member. Such dowel bearing strength values are given in Table 11A and are based on the equation FG= (16,600) G where: 136 Wood Scmws (C11.3-2) G = specific gravity based on oven dry weight and volume The research on which Equation C11.3-2isbased involvednailbearingtests on fivespecies(203).Tests ofthreenaildiameters(0.148 - 0.225in.)withone species showed diameter to have no significant effect on smalldiameter dowel bearing strength (203). The bendingyield strength value, Fyb , for the used alsois an input to the yield woodscrewbeing mode equations. For screwshavingadiameterequal toor larger than 3/8 inch, Fyb maybetaken as 45,000 psi (see Appendix I). Bendingtestsofnailsof various diameters show bending yield strength tends to increase as diameter decreases (106). Wood screw bending yield strength values based on the relationships used to develop found in thisnailresearchhavebeen wood screw lateral design values tabulated in the Specification for screws less than 3/8 inch diameter (see Appendix I). Tabulated Wood-to-Wood Lateral Design Values. Lateral designvaluesgivenin Table 11.3A apply to single shear connections made onlywith cut thread wood screws having the unthreaded shank diameters tabulated. The table provides lateral design values for screwgages from 6 to 24 and for major individual species combinations. In earlier editions, lateral designvalueswere tabulated intermsof four fastener groups based on specificgravityclasses. - Tabulated lateral design values apply to connections made with side member and main member of the same species. Where different species are used, tabulated lateral designvalues for thespecieswiththelowest specific gravity may be applied or lateral design values may be determined from the yield modeequation directly. For connections involving species not listed in thetable, lateral designvaluesgiven for aspecies of lowerspecificgravitymaybeused. Lateral design values in Table 11.3A apply to screwshavingthebendingyield strengths, Fyb , given in footnote 2ofthetable. For screwgages 6 to 20, the strengths shown are based on Equation C12.3-2 (see Commentary for 12.3.1)developedfromthetests of commonnails. For screws,this equation isentered withthe unthreaded shank diameter as D. Comparison of 1991 and Earlier Edition Lateral Design Values. The lateral designvaluesin the1991edition are based on sidememberthickness, screw shank diameter,dowelbearing strengths of the side and main members, and the bending yield strength of the woodscrew. Lateral designvaluesinearlier - NDS Commentary editions were based on screw shank diameter and fastener group or specificgravityclass.Both the 1991 and earlier editions assume wood screw penetration into the main member of at least 7 times the shank diameter. The effect of these different bases and the conversion factors, KO , used to relate yield mode lateral design values to the level of previous tabulated lateral designvalues are shownby the comparisons of 1991 and 1986 lateral design values in Table C11.3-1. Table C11.3-1- Comparison of 1991 and 1986 NDS Wood-to-Wood Wood Screw Lateral Design Values Side Member Thickness, in. _- - wood Screw Gage wood screw W o o d Screw Lateral lbs Diameter, in.1986 1991 0.164 0.216 0.294 0.372 108 138 190 Ratio - 106 185 342 548 1.02 0.75 0.56 0.164 0.216 0.294 0.372 132 159 210 283 106 185 342 548 1.25 0.86 0.61 0.52 0.164 0.216 0.294 0.372 148 200 284 394 106 185 342 548 1.40 1.08 0.83 0.72 0.164 0.216 0.294 0.372 79 103 145 87 151 280 448 0.9 1 0.68 0.52 0.164 0.216 0.294 0.372 90 112 152 207 87 151 280 448 1.03 0.74 0.54 0.46 0.164 0.216 0.294 0.372 115 155 204 268 87 151 280 448 1.32 1.03 0.73 0.60 - - - The lower 1991/1986 lateral design value ratios for the larger gagewoodscrewsrelative to the lateral designvalue ratios for the 8 g screwreflectthe use of larger KO factors in the yield mode equations for the larger gages in order to bring wood screw lateral design values in line with lateral design values for lag screws similar of diameter. The differences between the 1991/1986 lateral designvalue ratio for the joint with 8 g screw and 1/2 inch side members and that with 8 g screw and 1-1/2 inchsidemembers (1.02 vs. 1.40 and 0.91 vs. 1.32 for southern pine and spruce-pine-fir respectively) indicates the significant effect of side memberthickness. The generallyhigher lateral design value ratios for southern pine compared to spruce-pinefiris due to the fact southern pinewas at theupper limit of its 1986 fastener group (specific gravity ) class whereas spruce-pine-fir was near the lower limit of its class. In the 1991 edition, use of the specificgravity value for eachspecies combination to establishdowel bearing strength valuestieswoodscrew lateral design values for each combination more closelyto its own properties. 11.3.2-Wood-to-Metal Connections 11.3.2.1 In the 1986 and earlier editions ofthe Specification,designvalues for woodscrewsinlateral resistance were increased 25 percentwhenmetalside plates were used (57). This adjustment wassimilarto that used for bolted joints with metal side plates prior to 1982 (see Commentary for 8.2.2). Under the provisionsof the 1991 edition, wood screw lateral design values for joints made with metal side members are determined from the Mode 111, and Mode IV equations of 11.3.1. The Mode Is equation is not used as bearingin the metalsidemembers is considered separately in the design of metal parts (see 11.3.2.2). The yield mode equations are enteredwith the dowel bearing strength of the metal as Fcs and the thicknessofthe metal as thesidememberthickness. Earlier editions did not account for the effectofthe metal gage used. Table 11.3B gives lateral designvalues for cut thread wood screw joints made with steel side members from 0.048 inches (18 gage) to 0.239 inches (3 gage) thick. A dowel bearing strength of 45,000 psi, applicable to ASTM A446 Grade A galvanizedsteel,was assumed for allthicknesses. The samewoodscrew bending yield strengths, F , used to develop the wood-to-wood joint lateral dsign values in Table 11.3A were used todevelop the Table 11.3B lateral design values. Comparison of 1991 and Earlier Edition Lateral Design Values. Differences in 1991 and earlier edition woodscrew lateral designvalues are illustrated in Table Cll.3-2. Lateral design values shown for both editions are based on a penetration of the threaded portion of the screw in the main member ofseventimes the shank diameter. The 1986 lateral designvalues are applicable to anymetalsideplate thickness that permitsthisscrew penetration requirement to be met. Wood Scmws 137 ADS Commentmy Table C11.3-2 - Comparison of 1991 and 1986 NDS Wood-to-Metal WoodScrew Lateral Design Values Stee1 Side Member Thickness, in. wood wood screw Screw Diameter, Gage in. 1986 W o o d Screw Lateral Design Value, lbs 1991 Ratio 0.075 (148) 8g 12g 18g 0.164132 0.216 231 0.294 428 132 176 249 1.00 0.76 0.58 0.134 (log) 8g 12g 18g 0.372 24g 0.164132 0.216 231 0.294 428 685 147 188 260 356 1.11 0.81 0.61 0.52 0.075 (1 4g) 8g 12g 18g 0.164109 0.216 189 0.294350 106 141 199 0.97 0.75 0.57 0.134 (108) 8g 12g 18g 0.372 24g 0.164109 0.216 189 0.294350 560 119 152 209 286 1.09 0.80 0.60 0.51 woodscrewsinsertedin the end grain of the main member has been a provision of the Specification since the 1944 edition. This isthesameend grain factor as that used for lag screws. 11.3.5-Combined Lateral and Withdrawal Loads Earlier editions of the Specificationassumedthe capacityofwoodscrewssubject to withdrawal and lateral loads at the sametimewasthesame as the capacity of the screw under each load acting separately. In the 1991 edition, the interaction equation introduced for combinedwithdrawal and lateral loading onlag screws (see Commentary for 9.3.5) has been applied to woodscrews. Although availablelagscrewtest dpta indicate withdrawal and lateral load components interact only at total load anglesless than 45" and onlywith larger diameter screws(115), the lag screw interaction equation has beenapplied to woodscrews for purposes of uniformity and conservatism. The equation, which is of similar form to the bearing angle to grain equation (see Appendix J), is The lower lateral design value ratios in Table C11.3-2 for the larger screwgages are aresultof the procedures introduced in the 1991 edition to bring lateral designvalues for the larger woodscrews into linewith those for lag screwsof comparable diameter (see Commentary for 11.3.1 - Comparison). The comparisons made show that, for equivalent screw sizes, an approximate 80 percent increase in steel side memberthicknessisassociatedwith an increased lateral designvalueof 11 percent or less. allowable design value for wood screw loaded at angle to the surface of main member lateral design value for wood screw joint withdrawaldesignvalue for woodscrew joint per inch of thread penetration in main member length of thread penetration of thewood screwinthemainmember anglebetweenwoodsurface and direction of applied load 11.3.2.2 (See Commentary for 7.2.3) 11.3.3-PenetrationDepthFactor, C ' Use of reduced lateral design values for penetrations of the threaded portion ofthescrewin the main member ofless than 7times the shank diameter (D) has been a provision of the Specification since the 1944 edition. The minimum penetration requirement of 4 0 and the use of the ratio of actual penetration to that required for full lateral designvalue (p/7D)as the factor for adjusting lateral design values for penetration are based on earlywoodscrewresearch(57,98). 11.3.4-EndGrainFactor, CCg Use of two-thirds the lateral design value for wood screwsinsertedinside grain as the designvalue for 138 - Equation C11.3-3 can also be used to determine the allowable design value of wood screws embedded at an angle to grain in the woodmember and loadedina direction normal to the wood member. For this condition a would be defined as the angle between the woodsurface and thelagscrew as showninFigure C11.3-1. 11.4-PLACEMENT OF WOOD SCREWS 11.4.1-Edge Distance, End Distance, Spacing The absence of splitting has been used as a performance criterion to determine the adequacy ofend and edgedistances and spacing for woodscrewssincethe 1944 edition. Woai s%rews ~ - ADS Commentary Table C11.4-1 Wood Screw MinimumSpacingTables distance Figure CII.3-I Combined Lateral and Withdrawal Load for Wood ScmwInsertedat Angle to Wood Surfice In lieuofspecificcoderequirements for end and edge distance for woodscrews, Table C11.4-1 maybe used to establish wood screw patterns. Designers should note that specietype, moisture content and grain orientation will affectspacing(pitch)between distance fasteners in a row. 11.4.2-Multiple Wood Screws Lateral design values for wood screws are not subject to the group action factor, C , for fasteners alignedinthe direction of load (see 7 . f 6 ) . The design value for a connection involving more than onewood screw is the sum of the design values for eachline individual wood screw when all wood screws in the connection are of the sametype, diameter and length, join the same members and resist load in the same shear plane. Wood Side Members Not Prebored Prebored 2.5d 2.5d Edge End distance - tension load parallel to grain 15d 1 Od - compression load parallel to grain 1 Od 5d Spacing (pitch) between fasteners in a row - parallel to grain 15d 1 Od - perpendicular to grain 1 Od 5d Spacing (gage) between rows of fasteners - in-line 5d 3d - staggered 2.5d 2.5d Steel Side Members Not Prebored Prebored Edge 2.5d 2.5d End distance - tension load parallelto grain 1 Od 5d - compression parallel load to grain 5d 3d Spacing (pitch) between fasteners ainrow - parallel to grain 1 Od 5d - perpendicular to grain 2.5d 5d Spacing (gage) between rows of fasteners - in 2.5d 3d - staggered 2.5d 2.5d Wood Screws 139