INTERNATIONAL STANDARD ISO 4042 Third edition 2018-08 Fasteners — Electroplated coating systems Fixations — Systèmes de revêtements électrolytiques Reference number ISO 4042:2018(E) Provided by IHS Markit under license with ANSI © ISO 2018 ISO 4042:2018(E) COPYRIGHT PROTECTED DOCUMENT © ISO 2018 All rights reserved. Unless otherwise specified, or required in the context o f its implementation, no part o f this publication may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country o f the requester. ISO copyright o ffice CP 401 • Ch. de Blandonnet 8 CH-1214 Vernier, Geneva Phone: +41 22 749 01 11 Fax: +41 22 749 09 47 Email: copyright@iso.org Website: www.iso.org Published in Switzerland ii Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) Contents Page Foreword .......................................................................................................................................................................................................................................... v Introduction .............................................................................................................................................................................................................................. vii 1 2 3 4 Scope ................................................................................................................................................................................................................................. 1 Normative references ...................................................................................................................................................................................... 1 Terms and definitions ..................................................................................................................................................................................... 2 General characteristics of the coating ............................................................................................................................................ 3 4.1 4.2 4.3 4.4 4.5 5 6 7 8 Corrosion protection and testing ........................................................................................................................................................ 8 5.1 5.2 5.3 5.4 6.3 6.4 General ........................................................................................................................................................................................................ 11 Fasteners with ISO metric thread ........................................................................................................................................ 11 6.2.1 Coating thickness ......................................................................................................................................................... 11 6.2.2 Gaugeability and assemblability ..................................................................................................................... 12 Other fasteners .................................................................................................................................................................................... 12 Test methods for thickness determination .................................................................................................................. 13 7.1 7.2 7.3 7.4 7.5 General ........................................................................................................................................................................................................ 15 Appearance ............................................................................................................................................................................................. 15 Corrosion resistance related to temperature ............................................................................................................ 15 Torque/clamp force relationship ......................................................................................................................................... 15 Determination o f hexavalent chromium ........................................................................................................................ 15 8.1 8.2 General ........................................................................................................................................................................................................ 15 Tests mandatory for each lot ................................................................................................................................................... 15 Tests for in-process control....................................................................................................................................................... 16 Tests to be performed when specified by the purchaser................................................................................. 16 Mechanical and physical properties and testing.............................................................................................................. 15 Applicability of tests ...................................................................................................................................................................................... 15 8.4 Designation system ......................................................................................................................................................................................... 16 9.1 9.2 9.3 9.4 10 General ........................................................................................................................................................................................................... 8 Neutral salt spray test (NSS) for zinc based coating systems ......................................................................... 9 Sul fur dioxide test (Kesternich test) ................................................................................................................................. 10 Bulk handling, automatic processes such as feeding and/or sorting, storage and transport.................................................................................................................................................................................................... 11 Dimensional requirements and testing ..................................................................................................................................... 11 6.1 6.2 8.3 9 Coating metals or alloys and main purposes ................................................................................................................ 3 Build-up o f basic electroplated coating systems ....................................................................................................... 3 Coating systems and coating processes............................................................................................................................. 4 Internal hydrogen embrittlement........................................................................................................................................... 4 4.4.1 General...................................................................................................................................................................................... 4 4.4.2 Fasteners with hardness below 360 HV ...................................................................................................... 5 4.4.3 Fasteners with hardness equal to and above 360 HV and up to 390 HV......................... 5 4.4.4 Fasteners with hardness above 390 HV....................................................................................................... 5 4.4.5 Fasteners in accordance with ISO 898-1, ISO 898-2 and ISO 898-3 ................................... 6 4.4.6 Baking and test requirements for case-hardened and tempered screws ....................... 7 4.4.7 Work-hardened fasteners ......................................................................................................................................... 8 4.4.8 Fasteners with bainitic structure ...................................................................................................................... 8 Baking ............................................................................................................................................................................................................. 8 General ........................................................................................................................................................................................................ 16 Designation o f electroplated coating systems for the order......................................................................... 17 Examples o f designation o f hexavalent chromium free electroplated coating systems for fasteners ...................................................................................................................................................................... 18 Designation o f fasteners with electroplated coating systems for labelling ..................................... 19 Ordering requirements for electroplating ............................................................................................................................. 19 © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI iii ISO 4042:2018(E) 11 Storage conditions ........................................................................................................................................................................................... 20 Annex A (in formative) Design aspects and assembly of coated fasteners .................................................................. 21 Annex B (in formative) Hydrogen embrittlement consideration .......................................................................................... 29 Annex C (in formative) Corrosion protection related to zinc coatings with chromate conversion coatings ........................................................................................................................................................................................ 33 Annex D (in formative) Coating thickness and thread clearance for ISO metric screw threads ........... 34 Annex E (in formative) Coating systems tested in accordance with ISO 9227, NSS — Evaluation of cabinet corrosivity for the neutral salt spray test ..................................................................... 42 Annex F (in formative) Obsolete designation codes for electroplated coating systems on fasteners according to ISO 4042:1999 ........................................................................................................................................ 51 Bibliography ............................................................................................................................................................................................................................. 54 iv Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) Foreword ISO (the International Organization for Standardization) is a worldwide federation o f national standards bodies (ISO member bodies). The work o f preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters o f electrotechnical standardization. The procedures used to develop this document and those intended for its further maintenance are described in the ISO/IEC Directives, Part 1. In particular the di fferent approval criteria needed for the di fferent types o f ISO documents should be noted. This document was dra fted in accordance with the editorial rules o f the ISO/IEC Directives, Part 2 (see www.iso .org/directives). Attention is drawn to the possibility that some o f the elements o f this document may be the subject o f patent rights. ISO shall not be held responsible for identi fying any or all such patent rights. Details o f any patent rights identified during the development o f the document will be in the Introduction and/or on the ISO list o f patent declarations received (see www.iso .org/patents). Any trade name used in this document is in formation given for the convenience o f users and does not constitute an endorsement. For an explanation on the voluntary nature o f standards, the meaning o f ISO specific terms and expressions related to con formity assessment, as well as in formation about ISO's adherence to the World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see the following URL: www.iso .org/iso/foreword .html. This document was prepared by Technical Committee ISO/TC 2, Fasteners, Subcommittee SC 14, Surface coatings. This third edition cancels and replaces the second edition (ISO 4042:1999), which has been technically revised. The main changes compared to the previous edition are as follows: — application to all fasteners, including sel f-tapping and thread forming screws, washers, rivets, clips, etc.; — focus on coatings designed for corrosion protection o f fasteners; — application to electroplated coating systems with or without additional layers (conversion coating, sealant, top coat, lubricant); — specification o f minimum corrosion resistance (white corrosion and red rust); — inclusion o f up-to-date knowledge about hydrogen embrittlement and prevention measures; — definitions specified in ISO 1891-2; — concerning corrosion tests, inclusion o f sul fur dioxide test (Kesternich) and calibration o f neutral salt spray test; — inclusion o f gaugeability and assemblability requirements; — for thickness determination, addition o f adequate test methods and deletion o f the batch average thickness; — new designation system for all coating systems; — specification for mechanical and physical properties and related test methods; — in formation about design aspects and assembly o f coated fasteners; © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI v ISO 4042:2018(E) — i n formation — i n formation ab out eva luation o f cabi ne t corro s ivity vi for Provided by IHS Markit under license with ANSI co ati ng th ickne s s and th re ad cle ara nce for for I S O me tric s c rew th re ad s; the neutra l s a lt s pray te s t. © ISO 2018 – All rights reserved ISO 4042 : 2 018(E) Introduction T h i s do c u ment was comple tely revi s e d to ta ke i nto accou nt new developments relate d to he xava lent ch rom ium fre e p a s s ivation s , appl ic ation of s e a l ants and top co ats , re qu i rements for fu nc tiona l prop er tie s as wel l a s re s u lts o f re s e arch work to m i n i m i z e the ri s k o f hyd ro gen embrittlement. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI vii Provided by IHS Markit under license with ANSI INTERNATIONAL STANDARD ISO 4042:2018(E) Fasteners — Electroplated coating systems 1 Scope This document specifies requirements for electroplated coatings and coating systems on steel asteners. The requirements related to dimensional properties also apply to fasteners made o f copper or copper alloys. f It also specifies requirements and gives recommendations to minimize the risk o f hydrogen embrittlement; see 4.4 and Annex B . It mainly applies to zinc and zinc alloy coating systems (zinc, zinc-nickel, zinc-iron) and cadmium, primarily intended for corrosion protection and other functional properties: — with or without conversion coating; — with or without sealant; — with or without top coat; — with or without lubricant (integral lubricant and/or subsequently added lubricant). Specifications for other electroplated coatings and coating systems (tin, tin-zinc, copper-tin, coppersilver, copper, silver, copper-zinc, nickel, nickel-chromium, copper-nickel, copper-nickel-chromium) are included in this document only for dimensional requirements related to fasteners with ISO metric threads. This document applies to bolts, screws, studs and nuts with ISO metric thread, to fasteners with nonISO metric thread, and to non-threaded fasteners such as washers, pins, clips and rivets. In formation for design and assembly o f coated fasteners is given in Annex A . This document does not speci fy requirements for properties such as weldability or paintability. NOTE Other International Standards speci fy di ffering electroplating processes. For electroplating o f fasteners, the requirements o f this document apply, unless otherwise agreed. 2 Normative references The following documents are re ferred to in the text in such a way that some or all o f their content constitutes requirements o f this document. For dated re ferences, only the edition cited applies. For undated re ferences, the latest edition o f the re ferenced document (including any amendments) applies. ISO 1456, Metallic an d oth er in organic coatin gs — Electrodeposited coatin gs of nickel, n ickel plus chrom ium , copper plus nickel an d of copper plus n ickel plus chrom ium ISO 1463, Metallic an d oxide coatin gs — Measurem ent of coatin g thickn ess — Microscopical m eth od ISO 1502, ISO gen eral-purpose m etric screw threads — Gauges an d gaugin g ISO 1891-2, Fasteners — Terminology — Part 2: Vocabulary and definitions for coatings ISO 2081, Metallic an d oth er in organic coatin gs — Electroplated coatin gs of zin c with supplem entary treatm ents on iron or steel ISO 2082, Metallic an d oth er in organic coatin gs — Electroplated coatin gs of cadmium with supplem entary treatm ents on iron or steel © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 1 ISO 4042:2018(E) ISO 2093, Electroplated coatings of tin — Specification and test methods ISO 2177, Metallic coatings — Measurement of coating thickness — Coulometric method by anodic dissolution ISO 2178, Non-magnetic coatings on magnetic substrates — Measurement of coating thickness — Magnetic method ISO 3231, Paints and varnishes — Determination ofresistance to humid atmospheres containing sulfur dioxide ISO 3497, Metallic coatings — Measurement of coating thickness — X-ray spectrometric methods ISO 3613:2010, Metallic and other inorganic coatings — Chromate conversion coatings on zinc, cadmium, aluminium-zinc alloys and zinc-aluminium alloys — Test methods ISO 4521, Metallic and other inorganic coatings — Electrodeposited silver and silver alloy coatings for engineering purposes — Specification and test methods ISO 6988, Metallic and other non organic coatings — Sulfur dioxide test with general condensation of moisture ISO 8991, Designation system for fasteners ISO 9227, Corrosion tests in artificial atmospheres — Salt spray tests ISO 15330, Fasteners — Preloading test for the detection of hydrogen embrittlement — Parallel bearing surface method ISO 15726, Metallic and other inorganic coatings — Electrodeposited zinc alloys with nickel, cobalt or iron ISO 16047, Fasteners — Torque/clamp force testing ISO 16228, Fasteners — Types of inspection documents ISO 19598, Metallic coatings — Electroplated coatings of zinc and zinc alloys on iron or steel with supplementary Cr(VI)-free treatment ISO 21968, Non-magnetic metallic coatings on metallic and non-metallic basis materials — Measurement of coating thickness — Phase-sensitive eddy-current method ASME B18.6.3, Machine Screws, Tapping Screws, and Metallic Drive Screws (Inch Series) 3 Terms and definitions For the purposes o f this document, the terms and definitions given in ISO 1891-2 and the following apply. ISO and IEC maintain terminological databases for use in standardization at the following addresses: — ISO Online browsing platform: available at https: //www.iso .org/obp — IEC Electropedia: available at http: //www.electropedia .org/ 3.1 reference panel re ference material that is to be exposed to check the corrosivity level o f the test cabinet used for fastener testing 2 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) 4 General characteristics of the coating 4.1 Coating metals or alloys and main purposes Electroplated coating systems for steel fasteners are primarily applied for corrosion protection and functional properties, such as torque/clamp force relationship. In addition, other functional properties or decorative properties can be specified; see Annex A . Table 1 shows commonly used electroplated coatings in relation with their main purposes and re ferences to related ISO standards, which give additional general in formation not covered by this document, e.g. for designation. Some o f the International Standards listed in Table 1 speci fy di ffering electroplating processes. For the purpose o f fasteners, the requirements o f this document apply. Table 1 — Electroplated coatings in accordance with their main purposes and related ISO standards Coating metal(s) Symbol Zn ZnNi ZnFe Cd Ni Ni+Cr Cu+Ni Cu+Ni+Cr CuZn CuSn Cu Ag CuAg Sn SnZn Element Zinc Zinc-nickel Zinc-iron Cadmium a Nickel Nickel-chromium Copper-nickel Copper-nickel-chromium Brass Copper-tin (bronze) Copper Silver Copper-silver Tin Tin-zinc Nature Main purpose of the coating for fasteners Metal Alloy Alloy Metal Metal Multi-layer Multi-layer Multi-layer Alloy Alloy Metal Metal Alloy Metal Metal P/D/F P/D/F P/D/F P/F D/F D D D D F F/D F/D F F F/P ISO standard ISO 2081, ISO 19598 ISO 15726, ISO 19598 ISO 15726, ISO 19598 ISO 2082 ISO 1456 ISO 1456 ISO 1456 ISO 1456 — — — ISO 4521 — ISO 2093 — P corrosion p rotection F functional properties D decorative properties (colour, aspect) a Cadmium is restricted or prohibited for many applications (remaining cadmium users are predominantly military and aerospace industries). 4.2 Build-up of basic electroplated coating systems Figure 1 shows basic electroplated coating systems. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 3 ISO 4042:2018(E) Key 1 2 3 4 5 only metal layer(s) metal layer(s) + conversion coating metal layer(s) + conversion coating + additional lubricant metal layer(s) + conversion coating + sealant/top coat metal layer(s) + conversion coating + sealant/top coat + additional lubricant Figure 1 — Basic electroplated coating systems (schematic) A conversion coating increases corrosion protection on zinc, zinc alloys and cadmium coatings. It may be a passivation (chromium VI free) or a chromatation (chromium VI containing). The conversion coating can also provide better adhesion for additional layer(s) and/or additional colour/paint. An additional sealant/top coat (with or without integral lubricant) may be chosen to increase corrosion resistance and to achieve other specific properties (e.g. torque/clamp force properties, resistance to chemicals, mechanical resistance, aspect, colour, thermal stability, increased electrical resistance, UV radiation resistance). The selection o f the nature o f a sealant or top coat should be based on desired additional properties. An additional lubricant may be applied to adjust or amend the torque/clamp force relationship. 4.3 Coating systems and coating processes The type and geometry o f the fasteners should be considered when selecting a coating system and the related coating process (see Annex A) as well as hydrogen embrittlement considerations (see Annex B ). The electroplating process shall be under control, in accordance with a recognized standard and/or a specification by agreement with the customer. 4.4 Internal hydrogen embrittlement 4.4.1 General I f the three following conditions are concurrently present for fasteners: — with high tensile strength or hardness or which have been case-hardened and tempered or cold worked to high hardness, — which are under tensile stress, and — which have absorbed hydrogen, there is a risk o f Internal Hydrogen Embrittlement (IHE). The susceptibility to IHE increases with increasing hardness o f the fastener material. Appropriate measures for prevention o f IHE for quenched and tempered fasteners depending on hardness are 4 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) s p e ci fie d i n Table 2 . For fa s teners i n accordance with I S O 8 9 8 -1 , I S O 8 9 8 -2 a nd I S O 8 9 8 -3 , Table s 3 , 4 and 5 apply. Table 2 — Measures related to IHE for quenched and tempered fasteners with regard to hardness 360 HV A N o s up p lementa l p ro ce s s veri 390 HV B - OR re ga rd to I H E B a ki n g B a ki n g AND N o b a ki n g ne ce s s a r y (at the choice o f the See 4.4.2 m a nu fac tu rer) ( b a ki n g temp eratu re a nd du ra - tio n s h a l l b e s p e c i fie d) See 4.4.4 a nd B . 6 a nd B . 6 Fasteners with hardness below 360 HV When ele c tropl ati ng 5 AND fa s tener See 4.4.3 - tion a nd/or p ro duc t te s ts with pro duc t te s ti ng with re ga rd to I H E re ga rd to I H E and S up p lementa l p ro ce s s ver i fic a Sup p lementa l p ro ce s s ver i fic ation a nd/o r fic ation or pro duc t te s ti n g with 4.4.2 C A fas teners with s p e c i fie d ma xi mum h ard ne s s b elow 3 6 0 H V ( in Table s 2 , 34 , ) , no s upplementa l pro ce s s veri fic ation with regard to I H E a nd no b a ki ng a re ne ce s s a r y. 4.4.3 Fasteners with hardness equal to and above 360 HV and up to 390 HV When ele c troplati ng fas teners and i nclud i ng 3 9 0 H V ( with s p e ci fie d ma xi mu m ha rd ne s s e qua l to and ab ove 3 6 0 H V a nd up to B in Table s 2 , 3 , 4 and 5 ) , b a ki ng i s no t re qu i re d provide d s upplementa l pro ce s s veri fic ation and/or pro duc t te s ti ng with re ga rd to I H E have b e en p er forme d . H owever, the pu rcha s er i s fre e For to re qu i re b a ki ng genera l ly. fas teners fa i lu re the i n th i s s p e c i fie d ha rd ne s s range, ele c troplati ng do e s no t p o s e a ri s k o f I H E . I n c a s e o f a i n a pro duc t te s t, it c an no t b e as s u me d th at b a ki ng the p a r ts wou ld have prevente d s uch me ta l lu rgic a l a nd phys ic a l cond ition s o f the con formance s . For more i n formation, s e e B .4 4.4.4 . fa s tener materi a l shou ld b e i nve s tigate d fa i lu re: for non- Fasteners with hardness above 390 HV When ele c troplati ng fa s teners b a ki ng i s re qu i re d; s e e B .4 T he fol lowi ng — for fas teners for C in Table s 2 , 3 and 5 ) , with s p e ci fie d ma xi mu m h ard ne s s ab ove 3 9 0 H V ( m i n i mu m re com mende d b a ki ng temp erature and du ration . exemp tion s apply: wh ich are no t s p e ci fie d to b e u nder ten s i le s tre s s b y de s ign or s ta ndard (e . g. s e t s crews i n accorda nce with I S O 8 9 8 -5 ) , b a ki ng i s no t re qu i re d (s e e B . 2 ) , — i nduc tion ha rdene d end s (e . g. for th re ad form i ng s c rews) s ha l l no t b e con s idere d for de term i n i ng me a s ure s relate d to I H E i n relation to Table 2 , b e c au s e they a re norma l ly no t s ubj e c te d to ten s i le s tre s s provide d th at the end pro trude s th rough the mati ng th re ad . For a l ka l i ne z i nc-n ickel ele c tropl ati ngs (and n ickel content from 1 2 % to 16 %) , it i s p o s s ible to avoid b a ki ng b e c au s e o f low ri s k o f I H E (s e e B . 3 ) . T he de ci s ion no t to ca rr y out b a ki ng s ha l l b e b a s e d on testing (see NO TE B . 6) and b e agre e d b e twe en the s uppl ier a nd the purch as er. Fo r ac id z i nc-n ickel ele c trop l ati n gs , s tud ie s h ave s hown s i m i l a r b ene fits a s fo r a l ka l i ne z i nc-n ickel ele c trop l ati ng , howe ver more d ata i s ne ce s s a r y with re ga rd to b a ki ng avoid a nce . © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 5 ISO 4042:2018(E) 4.4.5 Fasteners in accordance with ISO 898-1, ISO 898-2 and ISO 898-3 For fasteners in accordance with ISO 898-1, ISO 898-2 and ISO 898-3, Tables 3, 4 and 5 apply. Table 3 — Measures related to IHE for fasteners in accordance with ISO 898-1 Bolts, screws, studs in accordance with ISO 898-1 Property class ≤ 9.8 10.9 12.9 and 12.9 A B C AND OR AND No supplemental process Supplemental process ver- Supplemental process ververification or product ification and/or product ification and/or product testing with regard to IHE testing with regard to IHE testing with regard to IHE Measures related to IHE No baking necessary Baking Bakinga Baking temperature and At the choice o f the fasten- duration shall be specified er manu facturer (see also B.4) See 4.4.3 and B.6 See 4.4.4 and B.6 — See 4.4.2 For alkaline zinc-nickel electroplatings (and nickel content from 12 % to 16 %), the decision not to carry out baking shall be based on testing (see B.6) and be agreed between the supplier and the purchaser. a Table 4 — Measures related to IHE for nuts in accordance with ISO 898-2 Property class Nuts in accordance with ISO 898-2 ≤ 2 Nuts with specified maximum hardness ≥ 360 HVa A B No supplemental process verification Measures related to IHE 1 Nuts with specified maximum hardness < 360 HV AND No baking necessary — See 4.4.2 Supplemental process verification with regard to IHE OR Baking At the choice o f the fastener manu facturer Only: — for regular nuts (style 1) with fine pitch thread, property class 10, and — for high nuts (style 2) with fine pitch thread, property class 12, and diameters above 16 mm. a 6 Provided by IHS Markit under license with ANSI See 4.4.3 © ISO 2018 – All rights reserved ISO 4042:2018(E) Table 5 — Measures related to IHE for flat washers in accordance with ISO 898-3 Property class Flat washers in accordance with ISO 898-3 Measures related to IHE ≤ 200HV 300HV 380HV A B C AND OR AND No supplemental process Supplemental process veri - Supplemental process veriverification fication with regard to IHE fication with regard to IHE No baking necessary — Baking At the choice of the astener manu facturer f See 4.4.2 See 4.4.3 Bakinga Baking temperature and duration shall be specified (see also B.4) See 4.4.4 For alkaline zinc-nickel electroplatings (and nickel content from 12 % to 16 %), the decision not to carry out baking shall be based on testing (see B.6) and be agreed between the supplier and the purchaser. a 4.4.6 Baking and test requirements for case-hardened and tempered screws Case-hardened and tempered fasteners include sel f-tapping screws (see ISO 2702), thread- forming screws for metallic materials, sel f-drilling screws (see ISO 10666) and screws for so ft materials (e.g. plastic, wood). The sur face o f these screws is usually intentionally hardened to fulfil their specific functions. The susceptibility to IHE o f case-hardened and tempered screws depends not only on core hardness; see B.3 . Requirements for case-hardened and tempered fasteners (except for sel f-tapping screws and screws for so ft materials) are specified in Table 6 . Requirements for sel f-tapping screws and screws for so ft materials are specified in Table 7. Testing with regard to IHE for case-hardened and tempered screws with core hardness above 370 HV (C in Table 6) and for sel f-tapping screws above 390 HV (C in Table 7) shall be performed in accordance with ISO 15330 or ASME B18.6.3. Table 6 — Measures related to IHE for case-hardened and tempered screws (except self-tapping screws and screws for soft materials) Core hardness ≤ 370 HV B Measures related to IHE Supplemental process verification with regard to IHE AND Product testing and/or baking At the choice o f the fastener manu facturer > 370 HV C Supplemental process verification with regard to IHE AND Baking AND Product testing for each manu factur- ing lota Baking temperature and duration shall be specified (see also B.4) For alkaline zinc-nickel electroplatings (and nickel content from 12 % to 16 %), product testing shall be considered as part o f in-process control (not mandatory for each manu facturing lot). a © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 7 ISO 4042:2018(E) Table 7 — Measures related to IHE for self-tapping screws and screws for soft materials Core hardness ≤ 390 HV B Measures related to IHE Supplemental process verification with regard to IHE AND Product testing and/or baking At the choice o f the fastener manu facturer > 390 HV C Supplemental process verification with regard to IHE AND Baking AND Product testing for each manu factur- ing lota Baking temperature and duration shall be specified (see also B.4) For alkaline zinc-nickel electroplatings (and nickel content from 12 % to 16 %), product testing shall be considered as part o f in-process control (not mandatory for each manu facturing lot). a 4.4.7 Work-hardened fasteners For fasteners work-hardened to high hardness resulting in residual stresses and not intended to be quenched and tempered, see B.5 . Table 3 for fasteners with ISO metric thread shall apply regardless o f thread rolling be fore or a fter heat treatment: a local increase o f sur face hardness by work-hardening has no negative impact on susceptibility to IHE. 4.4.8 Fasteners with bainitic structure Fasteners with bainitic structure are not addressed in 4.4 . A written agreement between the supplier and the purchaser with regard to IHE is necessary. 4.5 Baking When baking is per formed, baking conditions including temperature and duration shall be based on fastener material properties, electroplating process, and coating material. See B.4 for more detailed guideline/advice. Baking is usually per formed be fore application o f a conversion coating and/or be fore application o f an additional sealant/top coat. In case o f passivations (with or without sealant) and depending on baking temperature, baking in the passivated and/or sealed condition may be suitable provided corrosion resistance is not impaired. NOTE With proper care, many steel fasteners are electroplated without baking by correlating process conditions and coating material to the susceptibility o f the fastener material to hydrogen embrittlement, and by applying adequate process control procedures. Methods according to DIN 50969-2 or ASTM F1940 are recognized investigation methods for process control to minimize the risk o f IHE. These or other similar test methods can be used as the basis for speci fying baking requirements in a controlled process. However, prevention o f the risk o f IHE does not only depend on baking (see 4.4 and Annex B ). 5 Corrosion protection and testing 5.1 General The corrosion protection o f an electroplated coating system depends to a considerable extent on the thickness o f the metal layer(s). Conversion coatings and/or sealants/top coats on zinc, zinc-iron, zinc8 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) nickel and cadmium coatings provide protection against coating metal corrosion (formation o f white corrosion), thus providing additional protection against basis metal corrosion. Coatings o f zinc, zinc alloys and cadmium are less electropositive than the steel basis metal, which is the condition to provide cathodic protection. In contrast, metals more electropositive than the steel basis metal (e.g. nickel, copper, silver) cannot provide cathodic protection, which can intensi fy corrosion o f the fastener i f the coating is damaged or pitted. The frequency and duration o f wetting and service temperatures, contact with corrosive chemicals and contact with other metals and materials (galvanic corrosion/contact corrosion) can influence the protective per formance o f coatings. Corrosion resistance is considered to be a product characteristic that can be altered as a consequence o f the following factors: — physical damage to the coating from handling and transportation, and — oxidation o f the coating or reaction with the environment during transportation and storage. Be fore selecting a coating system, all functions and conditions o f the assembly should be considered and not just the fastener; see Annex A. An appropriate choice for a given application should be made between the purchaser and the fastener supplier and/or the coater and/or the chemical supplier. Corrosion resistance in accelerated corrosion tests (e.g. neutral salt spray test, sul fur dioxide test) cannot be directly related to corrosion protection behaviour in service environments. However, accelerated tests are commonly used to evaluate the corrosion resistance o f the coating system. 5.2 Neutral salt spray test (NSS) for zinc based coating systems The neutral salt spray test (NSS) in accordance with ISO 9227 is used to evaluate the corrosion resistance o f the coating system. When evaluation o f the cabinet corrosivity is requested, it should be per formed in accordance with Annex E . The NSS test in accordance with ISO 9227 shall be used to monitor the consistency o f the process by quanti fying corrosion resistance on sample fasteners taken periodically from the electroplating process (i.e. in-process control). For these reasons, the NSS test shall be carried out on sample fasteners in the “as-coated” condition. The “as-coated” condition is defined as the condition a fter completion o f all steps o f coating (including application o f any sealant, top coat or lubrication) without the occurrence o f deterioration from the factors listed in 5.4 , i.e. be fore any sorting, packaging, assembling, transportation or storage. NOTE 1 Customers or end-users o ften wish to separately use the NSS test as a re ference to evaluate corrosion resistance as a “per formance characteristic” and/or for supplier monitoring. In such cases, corrosion resistance is evaluated on sample fasteners in the “as-received” condition, i.e. a fter the occurrence o f deterioration from sorting, packaging, assembling, transportation and/or storage; in these cases, it is not appropriate to use the minimum neutral salt spray test duration in Table 8. Rather, the values in Table 8 serve as a starting basis to evaluate corrosion resistance in the as-received condition, taking into account factors that cause deterioration o f the corrosion resistance. See 5.4. The neutral salt spray test duration specified in Table 8 for coating systems with Cr(VI)- free passivation shall apply for fasteners alone, tested no sooner than 24 h a fter coating and in the “as-coated” condition. For neutral salt spray test duration o f zinc coating systems with chromate conversion coatings, see Annex C . Contact points o f the fastener with a holding fixture, i f any, shall not be considered in the evaluation o f the corrosion test. Fasteners with a captive washer have areas between the mating fastener and the washer with less coating thickness due to intrinsic electrochemical deposition behaviour; this is similar for fasteners © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 9 ISO 4042:2018(E) with blind holes. Both result in reduced corrosion resistance in these areas during the corrosion test and should not be cause for rejection. In service, these areas are not normally exposed to environmental corrosion. NOTE 2 For fasteners intended to be subjected to a high level o f plastic de formation a fter coating (crimping, riveting, etc.), corrosion resistance is reduced in the de formed area. Table 8 — Corrosion resistance for commonly used zinc and zinc alloy coating systems Minimum neutral salt spray test duration for barrel coatinga Zinc based coating system Zn, transparent passivatedb Zn, iridescent passivatedb Zn, iridescent passivated, sealedb Zn, black passivated, sealed ZnFe, iridescent passivatedb ZnFe, iridescent passivated, sealedb ZnFe, black passivated, sealed ZnNi, silver grey, passivated ZnNi, silver grey passivated, sealed ZnNi, black passivated ZnNi, black passivated, sealed Code (see Table 11) hours No coating metal corrosion (white corrosion) Zn//An/T0 Zn//Cn/T0 Zn//Cn/T2 Zn//Fn/T2 ZnFe//Cn/T0 ZnFe//Cn/T2 ZnFe//Fn/T2 ZnNi//Cn/T0 ZnNi//Cn/T2 ZnNi//Fn/T0 ZnNi//Fn/T2 No basis metal corrosion (red rust) Coating thickness 8 µm 72 5 µm 48 120 96 144 216 8 120 24 c 120 96 c 120 168 48 c 120 c 72 192 168 72 240 144 216 192 288 240 480 600 360 480 720 720 600 720 12 µm 96 240 288 192 264 360 312 720 d 720 d 720 d 720 d Minimum neutral salt spray test duration shall not be regarded as a direct guide for the corrosion resistance o f coated asteners in all environments where they might be used. See ISO 9227. a With a rack plating process, the e ffect o f possible damage to coating is reduced and there fore increased corrosion resistance can be achieved. b Black spots shall not be cause for rejection because they do not impair corrosion resistance, see A.1.4.4. c White haze is not considered as white corrosion, see A.1.4.2. d Typically higher corrosion resistance is achieved, however for the purpose o f this document, corrosion tests are stopped a fter 720 h. f See also 7.3 for corrosion resistance related to temperature. 5.3 Sulfur dioxide test (Kesternich test) This test is intended for outdoor building fasteners with zinc based coating systems. When required, the sul fur dioxide test with general condensation o f moisture in accordance with ISO 6988 or ISO 3231 shall be used to evaluate the corrosion resistance o f the coating systems; however, as opposed to ISO 6988 or ISO 3231 for outdoor building fasteners, this test shall be carried out with two litres of SO2 . This test is used to monitor the consistency o f the process by quanti fying corrosion resistance on sample fasteners taken periodically from the electroplating process (i.e. in-process control). For these reasons, the sul fur dioxide test shall be carried out on sample fasteners in the “as-coated” condition. The “as-coated” condition is defined as the condition a fter completion o f all steps o f coating (including application o f any sealant, top coat or lubrication) without the occurrence o f deterioration from the factors listed in 5.4 , i.e. be fore any sorting, packaging, assembling, transportation or storage. 10 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) The sul fur dioxide test shall apply for fasteners alone and shall be carried out no sooner than 24 h a fter coating in the “as-coated” condition. The minimum number o f cycles shall be agreed between the supplier and the purchaser at the time o f the order (i.e. 2, 3, 5, 8, 10, 12, 15 cycles, etc.) Contact points o f fasteners with a holding fixture, i f any, shall not be considered in the evaluation o f the corrosion test. Fasteners with a captive washer have areas between the mating fastener and the washer with less coating thickness, due to intrinsic electrochemical deposition behaviour; this is similar for fasteners with blind holes. Both result in reduced corrosion resistance in these areas during the corrosion test and should not be cause for rejection. In service, these areas are not normally exposed to environmental corrosion. 5.4 Bulk handling, automatic processes such as feeding and/or sorting, storage and transport Bulk handling, automatic processes such as feeding and/or sorting, storage and transport can cause a significant reduction o f corrosion protection (especially o f protection against coating metal corrosion) depending on the coating system and the type and geometry o f the fasteners. This can especially occur for Cr(VI)- free coating systems where less sel f-healing e ffect takes place and/or where sealants/top coats are sensitive to impact damage and/or abrasion. I f corrosion protection is to be checked a fter any o f these or similar processes/steps, an agreement should be reached between the supplier and the purchaser, e.g.: — reducing the minimum duration to neutral salt spray test; — adjusting coating parameters; — increasing the thickness o f the coating system; and/or — changing the electroplated coating system. 6 Dimensional requirements and testing 6.1 General Be fore coating, all fastener dimensions shall be within the specified tolerances specified in product standards or technical specifications. Coating thicknesses which can be applied on ISO metric threads in accordance with ISO 965-1, ISO 965-2 and ISO 965-3 depend on the fundamental deviation available, which itsel f depends on the thread and the following tolerance positions: — g, f, e for external threads; — G or H for internal threads. For more in formation, see Annex D . 6.2 Fasteners with ISO metric thread 6.2.1 Coating thickness Coating thickness has a significant influence on gaugeability and assemblability, there fore thread tolerance and clearance in the thread shall be taken into account. The coating shall not cause the zero © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 11 ISO 4042:2018(E) line (basic size, i.e. h/H) to be exceeded in the case o f external threads, nor shall it fall below in the case o f internal threads; see D.5. When coating thickness in excess o f clearance is desired, special requirements shall apply; see Annex D . 6.2.2 Gaugeability and assemblability Coated ISO metric threads shall be gauged with a GO-gauge in accordance with ISO 1502 o f tolerance position h for external threads and H for internal threads. When gauging coated threads o f bolts, screws and studs, a maximum torque o f 0,001 d3 (Nm) on a length of 1 d, beginning from thread end, is acceptable. When gauging coated threads of nuts, a maximum torque o f 0,001 D3 (Nm) is acceptable. See Table 9 . Table 9 — Maximum torque for gauging of coated ISO metric threads Nominal thread diameter, d or D mm 3 4 5 6 8 10 12 14 16 18 20 22 24 27 30 33 36 39 Maximum torque for gauging Nm 0,03 0,06 0,13 0,22 0,51 1,0 1,7 2,7 4,1 5,8 8,0 11 14 20 27 36 47 59 For other diameters, the torque shall be calculated in accordance with 0,001 d3 or 0,001 D3 (Nm) and rounded to 2 significant figures. Acceptance procedures for assemblability may be applied by agreement between the supplier and the purchaser: — for external thread, the use o f a suitable nut or the original mating fastener; — for internal thread, the use o f a suitable mandrel (e.g. the mandrel specified for proo f load in accordance with ISO 898-2) or the original mating fastener. 6.3 Other fasteners A fter coating, there is no dimensional requirement for fasteners with non-ISO metric thread and for non-threaded fasteners specified in this document. For additional in formation, see Annex A . 12 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) 6.4 Test methods for thickness determination O ne o f the — — fol lowi ng te s t me tho d s sh a l l b e u s e d to de term i ne the lo c a l th ickne s s o f the me ta l l ayer(s) : X-ray te ch nique s i n accordance with I S O 3 49 7. C ou lome tric me tho d i n accorda nce with I S O 2 17 7; th i s me tho d shou ld no t b e u s e d when add itiona l non- conduc tive layers are pre s ent. — M ic ro s copic me tho d i n accordance with I S O 14 6 3 (on a ny are a(s) o f the fas tener) . — M agne tic i nduc tive te ch n ique s i n accordance with I S O 2 178 ( b e fore add ition o f any s e a l ant a nd/or lubric a nt) ; th i s me tho d c an a l s o b e u s e d to de term i ne the to ta l lo c a l th ickne s s . — E ddy c urrent ( pha s e s en s itive) te s ti ng i n accorda nce with I S O 2 19 6 8 . I n c a s e o f d i s pute, the m icro s copic me tho d i n accorda nce with I S O 14 6 3 sh a l l b e u s e d, a nd the th ickne s s sh a l l b e de term i ne d on one o f the re ference are a s s p e c i fie d i n not shown in Figure 2 Figure 2 . For fas tener shap e s wh ich are , the re ference a re a s shou ld b e agre e d (s e e a l s o No te 2 ) . a) Reference areas for threaded fasteners b) Reference areas for captive washers © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 13 ISO 4042:2018(E) c) Reference areas for non-threaded fasteners (examples) Key 1 re ference areas fo r lo cal co ating thicknes s determinatio n Figure 2 — Reference areas for fasteners fre e For was hers a nd s i m i l ar flat th ickne s s i s given for fas teners , corro s ion re s i s tance s p e ci fie d i n Table 8 i s de c i s ive . C o ati ng gu ida nce on ly. For c ap tive wa shers , the re ference are a s ha l l b e the opp o s ite s ide to the b e a ri ng s u r face o f the b olt, s c rew o r nut; s e e Fo r more i n for m atio n re ga rd i ng co ati ng u n i for m ity o n wa s hers a nd s i m i l a r fl at NO TE 1 T he Figure 2 b). co ati ng th ickne s s Figure 2 o f the me ta l layer(s) , me as u re d on the re ference are as fa s teners , in see A.3.4. accord ance with , s ha l l comply with the m i n i mu m va lue s o f Table 10 . L ower lo c a l th ickne s s i n a lo c ation o ther than re ference are as s ha l l no t b e c au s e for rej e c tion . Table 10 — Coating thickness for the metal layer(s) Designation for coating thickness Minimum local thickness on reference areas µm 3 5 8 10 12 15 20 25 30 3 5 8 10 12 15 20 25 30 NO TE 2 Mos t b ol ts a nd s cre ws a re th ickne s s i s at b o th e x trem itie s o f the the fa s tener re a s on s fo r ele c trop l ate d fa s teners in b a rrel s , a nd as a con s e quence the gre ate s t co ati ng ( known a s do g- b o ne e ffe c t) . T h i s e ffe c t i s i nc re a s e d the lon ger i s i n rel ation to its d i a me ter a nd tend s to re duce the co ati ng th ickne s s o n the s h a n k. T h i s i s one o f the the s p e c i fic atio n o f he ad s a nd end s a s re ference a re a s i n order to h ave a rep ro duc ib le de term i n ation o f the co ati n g th ickne s s . 14 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) 7 Mechanical and physical properties and testing 7.1 General Electroplated coating systems shall comply with the provisions o f ISO 1456, ISO 2081, ISO 2082, ISO 2093, ISO 4521, ISO 15726, ISO 19598 (see also Table 1) for the coating concerned in respect o f appearance, adhesion and ductility, together with the requirements specified in 7.2 to 7.5 . 7.2 Appearance The coated fastener shall be free from blisters, delamination and uncoated areas which can adversely a ffect the corrosion protection. Local excess o f coating (e.g. in case o f top coats) shall not impair functional properties (gaugeability, torque/clamp force relationship, etc.). It is possible to add dyes/pigments to the passivation or chromatation solution in order to give a coloured aspect to the conversion layer, o ften used for distinction purposes. Dyes/pigments may also be added to sealants/top coats to obtain coloured sur faces. 7.3 Corrosion resistance related to temperature Elevated temperature can a ffect the corrosion protection o f coated fasteners. When agreed at the time o f the order, the corrosion resistance may be tested a fter a specified heating cycle. Temperature and duration shall be agreed upon, e.g. 1 h at 120 °C, 24 h at 120 °C, 1 h at 150 °C. For zinc-based coatings, a fter heating the fasteners at part temperature for a specified cycle, the corrosion resistance requirements specified in 5.2 shall still be met. 7.4 Torque/clamp force relationship When required, torque/clamp force relationship may be determined for fasteners with ISO metric threads with electroplated coating systems including sealants and/or top coats with integral lubricant and/or subsequently added lubricant. The test method shall be agreed between the supplier and the purchaser, in accordance with ISO 16047 or fasteners with ISO metric thread, and/or in accordance with other relevant technical specifications. f The requirements for torque/clamp force relationship shall be agreed between the supplier and the purchaser. See A.2 for in formation. 7.5 Determination of hexavalent chromium When required, the presence or absence o f Cr(VI) shall be determined in accordance with ISO 3613:2010, 5.5.2. 8 Applicability of tests 8.1 General All requirements specified in Clauses 5 to 7 apply as far as they are general characteristics o f the coating. When required by the purchaser, optional testing shall be agreed at the time o f the order. 8.2 Tests mandatory for each lot The following tests shall be carried out for each lot o f fasteners: — coating thickness (see 6.4); © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 15 ISO 4042:2018(E) — gaugeability/assemblability o f fasteners with ISO metric thread (see 6.2.2); — appearance (see 7.2 ). 8.3 Tests for in-process control The following tests are not intended to be applied for each fastener lot but shall be used for in-process control (see ISO 16426), when relevant: — corrosion resistance: NSS test (see 5.2 ); — in accordance with 4.4, supplemental/additional process verification with regard to IHE. 8 . 4 T e s t s t o b e p e r f o r m e d w h e n s p e c i f i e d b y t h e p u r c h a s e r The following tests are per formed when specifically required by the purchaser. In-process control (see 8.3 ) may be used to supply test results to the purchaser: — corrosion resistance: NSS test (see 5.2 ) or alternatively and only when specifically required, sul fur dioxide test (see 5.3 ); — temperature resistance (see 7.3); — torque/clamp force relationship (see e.g. ISO 16047); — determination o f presence or absence o f hexavalent chromium (see 7.5 ). 9 Designation system 9.1 General A coating system can be built-up by a number o f layers as shown in Table 11. However, not all layers need to be present; see Figure 1. Table 11 — Key to designation for electroplated coating systems Element Basis metal Metal layer(s) Description Zinc Zinc-nickel Zinc-iron Conversion coating (pas sivation) (for other metal layers, see Table 1) Transparent Iridescent Black Yellow Sealant/top coat Additional lubricant a 16 No conversion coating Sealant (see also A.1.3) Top coat (see also A.1.3) No sealant, no top coat No lubricant Subsequently added lubricant For chromate conversion coatings, see Table 14 . Provided by IHS Markit under license with ANSI Steel Symbol Zn ZnNi ZnFe An Cn Fn Designation Table 12 Table 13 a Gn U T2 T7 T0 nL T4 Table 15 Table 15 © ISO 2018 – All rights reserved ISO 4042:2018(E) 9.2 Designation of electroplated coating systems for the order The designation o f the coating shall be added to the fastener designation in accordance with the designation system specified in ISO 8991. The electroplated coating system shall be designated in accordance with Table 11 and in the same order. A slash (/) shall be used to separate data fields in the coating designation. See examples in 9.3 . The designation o f electroplated coating systems in accordance with this document is based on the system specified in ISO 2081 and ISO 19598 for zinc and zinc alloy electroplated coatings. The obsolete designation codes according to ISO 4042:1999 1) are given in Annex F for in formation. NOTE For other electroplated coatings, the designation shall be in accordance with the relevant standards referenced in Table 1 . When a stress relie f process and/or baking is required, it shall not be included in the designation but be specified separately. Table 12 — Designation for electroplated coating systems in ordering fasteners Electroplated coating system Metal layer(s) Coating material Thickness c Zn In accordance ZnNi a ZnFe b with Table 10 Conversion coating Sealant, top coat and/or lubricant In accordance with Table 13 or Table 14 In accordance with Table 15 Neutral salt Torque/clamp spray test duration (red rust) c force specification, if any e.g. 480 h Cd Zinc-nickel electroplated coatings for fasteners have a typical content o f 12 % to 16 % nickel by mass and are designated by ZnNi(12) in ISO 15726. I f further nickel content is desired, see ISO 15726. b Zinc-iron alloy is specified as 0,3 % to 1 % o f iron by mass. c Thickness can be replaced by minimum neutral salt spray test duration in accordance with Table 8: in this case, thickness shall be omitted in the coating system designation and corrosion resistance shall be added at the end o f the designation; see 9.3, Example 1. d Range o f µtot or K values to be specified at the time o f the order; see also A.2.1. a Table 13 — Designation for hexavalent chromium free conversion coatings (only for zinc and zinc-alloy electroplated coatings) Passivation a Code b Name An Transparent Cn Iridescentd Fn Black Gn Yellow U — Typical aspect Transparent, clear to bluishc Transparent, clear to iridescent Black, dark iridescent permitted Yellow to yellow iridescent No conversion coating Nanoparticles may be incorporated in all types o f passivation to improve the aspect and/or functional properties. b The first letter corresponds to the conversion coatings as specified in ISO 2081; the second letter (n) indicates hexavalent chromium in the conversion coating in accordance with ISO 19598. c Bluish can vary from light-blue to dark iridescent blue, depending on the coating system. d Also called thick layer passivation. a 1) no Withdrawn. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 17 ISO 4042:2018(E) Table 14 — Designation for hexavalent chromium conversion coatings (only for zinc and zincalloy coatings) a Chromate conversion coating Typical aspect a Code Name A Clear Transparent, clear to bluish C Iridescent Yellow iridescent D Opaque Olive-green F Black Black, dark iridescent permitted U — No conversion coating The letter corresponds to the conversion coatings as specified in ISO 2081. Table 15 — Designation for sealants, top coats and/or lubricants Code a — T0 T2 T4 T7 nL Name Requirement When no code T is specified, sealant or top coat can be used at the choice o f the coater. No sealant, and Sealant and top coat shall not be applied for a certain application (e.g. for adherence, conductivity, electric contact, welding). no top coat Sealant shall be applied, it may be with or without integral Sealantb lubricantc . Lubricant or wax shall be applied. Subsequently added lubricantd Lubricant can be applied directly on the metal layer, or on the passivation, or on a sealant, or on a top coatc . A top coat shall be applied. Top coat is o ften used to achieve particular characteristics, e.g. Top coatb chemical resistance, colour. Top coat may be with or without integral lubricantc . Integral lubricant shall not be present (this code shall be added No lubricant to T2 or T7, as relevant). NOTE For more in formation about sealants and top coats, see A.1.3. a Coding for fasteners was developed to be consistent with ISO 2081 and ISO 19598. b Sealant and top coat may be organic or inorganic, or a combination o f both. c When torque/clamp force relationship (e.g. range o f friction coe fficient) is specified, integral lubricant or subsequently added lubricant shall be applied as appropriate. d When a subsequently added lubricant is specified, the code T4 shall be placed a fter a slash and directly a fter the designation o f the sealant or top coat; see 9.3, Example 4. 9.3 Examples of designation of hexavalent chromium free electroplated coating systems for fasteners When a minimum corrosion resistance is specified in the designation, the compatibility o f the requirement with the coating system included in the designation shall be checked in accordance with Table 8 . EXAMPLE 1 Fastener with an electroplated coating (ISO 4042) o f zinc-nickel alloy (ZnNi) with the typical nickel content o f 12 % to 16 %, without required coating thickness but with a minimum corrosion resistance to neutral salt spray test o f 720 h without occurrence o f basis metal corrosion (red rust), with a hexavalent chromium free transparent conversion coating (An), with no specific sealant, top coat or lubricant, is designated as follows: [fastener designation] – ISO 4042/ZnNi/An/720h 18 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) EXAMPLE 2 Fastener with an electroplated coating (ISO 4042) o f zinc (Zn), with a required coating thickness o f 8 μm and hexavalent chromium free transparent passivation (An), is designated as follows: [fastener designation] – ISO 4042/Zn8/An EXAMPLE 3 Fastener with an electroplated coating (ISO 4042) o f zinc (Zn) and a required coating thickness o f 12 μm, with a hexavalent chromium free iridescent conversion coating (Cn), with a subsequent sealant with or without integral lubricant (T2), is designated as follows: [fastener designation] – ISO 4042/Zn12/Cn/T2 EXAMPLE 4 Fastener with an electroplated coating (ISO 4042) o f zinc (Zn) and a required coating thickness o f 12 μm, with a hexavalent chromium free black conversion coating (Fn), with a subsequent top coat (T7), with a subsequently added lubricant (T4), and with a coe fficient o f friction µtot within the range o f [0,10 to 0,20], is designated as follows: [fastener designation] – ISO 4042/Zn12/Fn/T7/T4 (µ0,10–0,20) EXAMPLE 5 Fastener with an electroplated coating (ISO 4042) o f zinc (Zn) and a required coating thickness o f 8 μm, with a hexavalent chromium free iridescent conversion coating (Cn), where a subsequent sealant is prohibited (T0), is designated as follows: [fastener designation] – ISO 4042/Zn8/Cn/T0 EXAMPLE 6 Fastener with an electroplated coating (ISO 4042) o f zinc (Zn) and a required coating thickness o f 8 μm, with a hexavalent chromium free black conversion coating (Fn), where a subsequent sealant is le ft to the choice o f the coater, is designated as follows: [fastener designation] – ISO 4042/Zn8/Fn EXAMPLE 7 Fastener with an electroplated coating (ISO 4042) o f zinc-nickel alloy (ZnNi) with the typical nickel content o f 12 % to 16 % and a required coating thickness o f 8 μm, with a hexavalent chromium free transparent conversion coating (An), and with no specific sealant, top coat, lubricant or torque/clamp force requirement is designated as follows: [fastener designation] – ISO 4042/ZnNi8/An 9.4 Designation of fasteners with electroplated coating systems for labelling At least the following in formation shall be added to labelling, separated by a slash (/): — ISO 4042 for the electroplated coating system in accordance with this document; — the material o f the coating; — the thickness o f the metal layer(s), or minimum neutral salt spray test duration in accordance with Table 8; — the conversion coating in accordance with Table 13 (the su ffix n indicating that it does not contain hexavalent chromium) or with Table 14; — the sealant, top coat and/or subsequently added lubricant, i f any, in accordance with Table 15 . EXAMPLE [fastener designation] – ISO 4042/ZnNi8/Fn/T7/T4 10 Ordering requirements for electroplating When ordering an electroplated coating system for fasteners in accordance with this document, the following in formation shall be supplied: a) the re ference to this document (ISO 4042:2018); © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 19 ISO 4042:2018(E) b) c) the co ati ng de s ignation (s e e C lau s e 9) ; the prop er tie s o f the fas teners relevant for the co ati ng pro ce s s , e . g. b as i s materi a l , s ur face cond ition, h ard ne s s , ten s i le s treng th and/or prop er ty cla s s; d) the s tre s s rel ievi ng cond ition s , i f any, e) for fa s teners for s tre s s rel ievi ng prior to ele c tropl ati ng; with I S O me tric th re ad, the s p e c i fic th re ad tolerance o f the non- co ate d fa s tener with i n a th re ad tolera nce p o s ition, i f any; f) the re qu i rement, i f a ny, a nd g) the 4.5 fo r p re c autio n s to b e ta ken aga i n s t the r i s k o f I H E , e . g. b a ki n g (s e e 4.4 ); re qu i rements for torque/cla mp force relation s h ip, if any, a nd relate d te s t me tho d (e . g. I S O 16 0 47 ) , a s agre e d b e twe en the s uppl ier and the pu rcha s er; h) o ther re qu i rements i f any (e . g. chem ic a l re s i s tance, s uitabi l ity for ad he s ive s , ele c tric a l conduc tivity/ i n s u l ation) ; i) the add itiona l te s ts to b e c a rrie d out, i f a ny (s e e j) re qui rements for 8.4 ) and rel ate d s ampl i ng; te s t rep or t, i f any, i n accordance with I S O 162 2 8 . 11 Storage conditions Storage cond ition s s ha l l no t i mp ai r the torque/clamp co ate d 20 fa s teners Provided by IHS Markit under license with ANSI (s e e a l s o A.4). force prop er tie s and corro s ion re s i s tance o f the © ISO 2018 – All rights reserved ISO 4042:2018(E) Annex A (informative) Design aspects and assembly of coated fasteners A.1 Design A.1.1 General Be fore selecting a coating system, all functions and conditions o f the assembly should be considered and not just the fastener; see A.2.2 . The purchaser should consult the supplier to determine the appropriate choices for a given application. Today, Cr(VI) is widely restricted. It is there fore recommended to use exclusively Cr(VI)- free conversion coatings (passivations) for new applications. For sealants and top coats (see A.1.3 ), an integral lubricant or an additional lubricant may be chosen to achieve torque/clamp force properties. Sealants and top coats may be chosen to increase corrosion resistance and to achieve other specific properties and/or per formances (e.g. chemical resistance, mechanical resistance, impact/abrasion resistance, aspect, colour, thermal resistance, electrical insulation/conductivity, UV resistance). A.1.2 Coating process Electroplated coating systems can be applied in bulk process using barrels or in rack process. Top coats are usually applied using a dip-spin process. Electroplating for fasteners is generally a mass process. When lots o f small quantities are to be coated, a suitable coating line and/or process can be necessary in order to achieve the required properties and per formances for the coated fasteners. For fasteners o f large size or mass, or when the risk o f thread damage is to be reduced or avoided, rack processing instead o f bulk/barrel processing may be considered. When top coats are applied, the curing process (especially with higher temperature and/or longer duration) can have a detrimental e ffect on the properties/per formances o f fasteners, e.g. — for cold worked fasteners, — for fasteners with thread rolled a fter heat treatment where intentionally introduced residual stresses may be reduced, — for prevailing torque nuts with non-metallic insert. A.1.3 Sealants and top coats Sealants and/or top coats are generally intended to improve the corrosion resistance o f zinc based coating systems. However, both show di fferent characteristics: — A sealant is usually applied in the wet state without drying prior to its application. This allows the sealant to be partly incorporated in the passivation layer forming a composite layer, which improves corrosion resistance. Sealants are also used for several other purposes such as lubrication, reduction o f the iridescence o f passivation layers, matting or brightening e ffect, etc. The layer thickness is typically about 0,5 µm to 2 µm. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 21 ISO 4042:2018(E) — A top coat is usually applied in the dry state a fter an intermediate drying step. Top coats are o ften used when particular requirements shall be met, such as incorporation o f pigments to achieve intensive colour (e.g. black), high chemical resistance, etc. The layer thickness is typically about 2 µm to 10 µm. The selection o f the nature o f a sealant or top coat should be based on desired additional properties; see A.2.2. A.1.4 Possible effects of coating corrosion on appearance A.1.4.1 General Corrosion testing in accordance with ISO 9227 leads to two kinds o f corrosion products: — coating corrosion o f the zinc or zinc alloy layer, generally known as white corrosion (or “white rust”); — basis metal corrosion, generally known as red rust. Further optical changes can occur in the initial phase o f corrosion testing, such as a slight whitish film known as white haze (or “grey veil”), or such as small black spots. A.1.4.2 White haze White haze results from slight reaction o f the test media with the zinc, mainly occurring in natural micro-cracks o f the metal layer and/or the passivation layer. In case o f zinc-nickel alloy layers, white haze stops further corrosion and is considered to be the condition for the high corrosion stability. a) White haze on zinc-nickel after 72 h NSS testing b) White haze on zinc-nickel after 1 000 h NSS testing Figure A.1 — White haze (examples) Typically white haze appears on zinc-nickel layers without or with transparent or iridescent passivation a fter about 24 h to 72 h o f corrosion testing; see Figure A.1 a). White haze can also appear on nonalloyed zinc layers as well as zinc-iron or zinc-nickel alloy in combination with a black passivation layer a fter about 24 h to 120 h o f corrosion testing. White haze is not voluminous and is not visible in the wet state, but only on dry parts; see Figure A.2. 22 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) a) Part in wet state b) Part in dry state Figure A.2 — Examples of white haze on a zinc-nickel layer after 720 h NSS testing in wet and dry state Wh ite h a z e i s a natu ra l phenomenon i n p ar tic u la r for z i nc-n ickel layers and s hou ld b e accep te d . I n c as e o f h igher re qu i rements to co s me tic/de corative app e arance, a written agre ement b e twe en the pu rcha s er and the s uppl ier i s re com mende d . A.1.4.3 White corrosion I n contra s t to wh ite ha ze, wh ite corro s ion o f z i nc a nd z i nc a l loy layers re s u lts from ex ten s ive corro s ion o f the co ati ng me ta l, i s more volu m i nou s and ca n b e a l re ady identi fie d i n the we t s tate o f the p ar ts; s e e Figures A.3 a nd A.4. a) White corrosion of iridescent passivated zinc layer after 240 h NSS testing b) Severe white corrosion of iridescent passivated zinc layer after 480 h NSS testing Figure A.3 — Examples of white corrosion © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 23 ISO 4042:2018(E) a) Parts in wet state (only white corrosion is visible) b) Same parts in dry state (white haze and white corrosion visible) Key 1 white corrosion 2 white haze Figure A.4 — Examples of white corrosion and white haze on a zinc layer with black passivation and transparent sealant after 240 h NSS testing A.1.4.4 Black spots Black s p o ts can corro s ion; s e e app e a r Figure A.5 duri ng accelerate d corro s ion te s ti ng b e fore i n itia l o cc u rrence o f co ati ng . M ai n ro o t c au s e i s m icro - de fe c ts o f the b as i s me ta l and/or the co ati ng me ta l . C orro s ion me d i a c an m igrate or b e entrapp e d i n the b a s i s me ta l a nd c a n c au s e corro s ion u nder lack o f ox ygen, NO TE form i ng black corro s ion pro duc ts . O ther ro o t c au s e s fo r B lack s p o ts sha l l no t b e c au s e b l ack s p o ts e xi s t b ut a re no t for fu l l y i nve s tigate d at th i s ti me . rej e c tion b e c au s e they do no t i mp a i r corro s ion re s i s ta nce a nd do no t typic a l ly app e ar under s er vice cond ition s . 24 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) a) Part after 168 hrs NSS testing b) Same part after 408 h NSS testing c) Typical black spots d) Black spots after 240 h NSS test of fasteners with iridescent passivated zinc layer Figure A.5 — Examples of black spots on a zinc layer with iridescent passivation after NSS testing A.2 Functional properties A.2.1 Assemblability and mountability In case o f applying an additional top coat or additional coatings by a dip spin process, clearance between assembly components (e.g. clearance hole), dimensional tolerances o f the functional parts o f the fasteners, tool gripping (e.g. for retaining rings), tool insertion (e.g. for recess and internal drives) and assembly should not be impaired. For dimensional requirements a fter coating for ISO metric screw threads, see 6.2 and Annex D . © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 25 ISO 4042:2018(E) The compatibility o f the coating system with the tightening process should be considered, especially with high speed tightening e.g. 100 min−1 and above (risk of overheating, increase of coefficient of friction, stick/slip, etc.). In addition, the compatibility o f the coated fasteners with the clamped parts, e.g. tapped holes, clamped parts in aluminium, magnesium, stainless steel, parts with electrophoretic coating, hot dip galvanised parts, plastic, wood, should be considered. For fasteners with ISO metric thread, at least one o f the mating threaded fasteners should be lubricated for a consistent torque/clamp force relationship and to achieve a specific clamp force. Electroplated coating systems provide lubricated solutions (see A.1.1). Torque/clamp force relationship can be determined in accordance with ISO 16047 and expressed as a coe fficient o f friction µtot or by means o f a K- factor. A.2.2 Other properties of coated fasteners and assemblies A.2.2.1 Chemical resistance I f chemical resistance is required, organic top coats applied on electroplated coating systems are typically more resistant against acids and alkaline chemical than inorganic top coats or sealants. A.2.2.2 Electrical conductivity The electrical conductivity o f electroplated coating systems with a sealant is generally su fficient for application o f electrophoretic coatings and antistatic purposes. Electroplated coating systems in combination with sealants and top coats are usually not suitable for electrical grounding. A.2.2.3 Galvanic corrosion In order to reduce the risk o f galvanic corrosion, each part o f the assembly should be considered (coated asteners and clamped parts). A direct metal contact o f coated fasteners with non-coated clamped parts should be avoided, especially for stainless steel, aluminium, magnesium, copper or copper alloys, carbon fibre materials, and carbon filled rubber. Due to their higher insulating e ffect, organic top coats can improve the resistance against galvanic corrosion. f The most suitable measure to reduce the risk o f galvanic corrosion is to select a coating or coating system for the fastener with the same or a similar electrical potential compared to the clamped parts. A.2.2.4 Cleanliness For cleanliness requirements, the suitability o f the electroplated coating system should be checked (e.g. dust, particle size, particle type, number o f particles, applicability o f cleanliness test methods). A.3 Particular issues related to fasteners and coating processes A.3.1 General The type o f fasteners should be considered when choosing a coating system and related coating process: A.3.2 to A.3.9 list the main issues for each type of fasteners. Suitable measures should be taken into account for the following types o f fasteners, and potential issues should be considered. When sorting is required for one or more specific selected characteristic(s), agreement should be reached between the purchaser and the supplier. 26 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) A.3.2 Fasteners with ISO metric thread M a i n i s s ue s to b e con s idere d are — th re ad damage s (the he avier the p ar t, the more s en s itive it i s) , — fi l l i ng o f d rive s/re ce s s e s and i nterna l th re ad s i n c a s e o f an appl ic ation o f top co ats , — p ar ticle s i n th re ad s , — contam i nation with For ele c troplate d foreign fas teners p a r ts . to b e co ate d with an add itiona l top co at and with pitch P < 1 m m, a s p e ci a l agre ement b e twe en the s uppl ier and the pu rcha s er shou ld b e re ache d . A.3.3 Fasteners with captive washer M a i n i s s ue s to b e con s idere d are: — re tention o f p ar ticle s (e . g. when s ho t bla s ti ng i s u s e d as pre -tre atment) ; — non-u n i form co ati ng dep o s ition with lower lo c a l th ickne s s due to the tendenc y o f s ticki ng to thei r mati ng — fa s tener du ri ng a b arrel ele c tropl ati ng a nd d ip - s pi n pro ce s s , e . g. s e a la nt, top co at; contam i nation with foreign p a r ts . A.3.4 Washers and similar fasteners Fre e wa shers a nd s i m i lar fa s teners tend to s tick to ge ther du ri ng b arrel ele c tropl ati ng a nd a d ip - s pi n pro ce s s , e . g. s e a la nt, top co at. T h i s typic a l ly re s u lts i n a non-u n i form co ati ng dep o s ition with lower lo ca l th ickne s s and c an c au s e lower corro s ion re s i s tance . A.3.5 Fasteners with adhesive or patch M a i n i s s ue s to b e con s idere d are — appl ic abi l ity o f ad he s ive or p atch to the s ele c te d ele c troplate d co ati ng s ys tem, — fu nc tiona l — prop er tie s ( l ack o f ad he s ion, i mp ai rment o f torque/cla mp force relation s h ip) , re duc tion o f corro s ion re s i s tance (e . g. elevate d temp eratu re appl ic ation/c u ri ng temp eratu re for p atche s) , — p er formance o f ad he s i ve or p atch i n combi nation with lubricate d co ati ng s ys tem s . A.3.6 Prevailing torque nuts For a l l me ta l prevai l i ng torque nuts , ele c tropl ate d co ati ng s ys tem s i n combi nation with s i l ic ate b a s e d s e a la nts or top co ats c an c au s e i ncre as e d fric tion i n the engage d th re ad up to ga l l i ng du ri ng tighten i ng; an a lternative s e a lant or top and/co at or a n add itiona l lubrica nt s hou ld b e u s e d For prevai l i ng torque nuts with non-me ta l l ic i n s er t, a p o s s ible for de tri menta l s uch appl ic ation s . e ffe c t o f the c u ri ng temp eratu re (e . g. i n c as e o f organ ic top co ats) s hou ld b e con s idere d . A.3.7 Fasteners with recess, internal drive, cavity or hole E s p e ci a l ly for s ma l l fas teners , s p e ci a l te ch nique s c an b e ne ce s s ar y to prevent re tention o f p ar ticle s (e . g. when s ho t bla s ti ng i s u s e d a s pre -tre atment) and exce s s o f co ati ng i n re ce s s e s , i nterna l d rive s , c avitie s or hole s ( bl i nd or th rough hole s) i n c as e o f add itiona l ly appl ie d top co at. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 27 ISO 4042:2018(E) A.3.8 Screws which form their own mating thread When s ele c ti ng ele c tropl ate d co ati ng s ys tem s , the re qu i rements for th re ad- form i ng prop er tie s s hou ld b e con s idere d, e . g. me tric th re ad- form i ng s crews , s el f-tappi ng , s el f- d ri l l i ng , ch ip b o ard s crews a s wel l as s c rews for pla s tics . A.3.9 Clips and retaining rings T he mai n i s s ue s to b e con s idere d are as — — fol lows: Tangl i ng a nd damage s o f cl ip s and re tai n i ng ri ngs s hou ld b e avoide d du ri ng the co ati ng pro ce s s . Sp e c ia l te ch n ique s c an b e ne ce s s a r y to prevent re tention o f p a r ticle s a nd/or exce s s o f co ati ng i n c a s e o f add itiona l ly appl ie d top co ats . A.4 Storage of coated fasteners D u ri ng s torage a nd b e fore i n s ta l l ation, d i re c t contac t with water or o ther l iquid, exp o s u re to du s t, e tc . s hou ld b e avoide d; s uch cond ition s c an i mp ai r torque/cla mp conden s ation, force relation s h ip and/or corro s ion re s i s tance . 28 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) Annex B (informative) Hydrogen embrittlement consideration B.1 General A typical definition for Hydrogen Embrittlement in literature and standards is as follows: A permanent loss o f ductility in a metal or alloy caused by hydrogen in combination with tensile stress, resulting from externally applied load and/or internal residual tensile stress. Hydrogen Embrittlement (HE), o ften also called Hydrogen Assisted Cracking (HAC), is classified under two categories based on the source o f hydrogen: Internal Hydrogen Embrittlement (IHE) and Environmental Hydrogen Embrittlement (EHE). IHE is triggered by residual hydrogen from steelmaking or from processing steps such as pickling, electroplating. EHE is triggered by hydrogen introduced into the metal from external sources while it is under tensile stress, e.g. in the case o f in-service fasteners. The term Stress Corrosion Cracking (SCC) is commonly used to define EHE that occurs when hydrogen is produced as a by-product o f sur face corrosion and is absorbed by the steel fastener. Measures to prevent IHE do not eliminate the risk o f EHE when a susceptible fastener is exposed to corrosion generated hydrogen. See ISO/TR 20491 2) [18 ] for more detailed in formation about hydrogen embrittlement o f fasteners. B.2 Conditions for hydrogen embrittlement failure For Hydrogen Embrittlement failure to occur, the three following conditions are concurrently necessary: — material condition that is susceptible to hydrogen damage (root cause o f hydrogen embrittlement), — tensile stress (typically the result o f an applied load; including residual tensile stress), and — atomic hydrogen. See HE in Figure B.1 . I f all three o f these elements are present in su fficient quantities and given time, hydrogen damage results in crack initiation and growth until the occurrence o f delayed fracture. Time to failure can vary, depending on the severity o f the conditions and the source o f hydrogen. NOTE 2) IHE failures occur within hours a fter installation, typically less than 72 h. Under preparation. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 29 ISO 4042:2018(E) Figure B.1 — Conditions for Hydrogen Embrittlement (HE/HAC) failure B.3 Electroplating and Internal Hydrogen Embrittlement (IHE) The most relevant manu facturing processes to consider with respect to IHE are primarily coating processes and related sur face cleaning and preparation processes (e.g. pickling). These processes are significant because they are typically the final manu facturing step and the coating materials (e.g. zinc) act as a barrier to hydrogen e ffusion. Electroplating processes generate hydrogen; however, the amount o f hydrogen absorbed by the asteners is not directly related to the quantity o f hydrogen generated. The amount o f hydrogen which may be absorbed depends on the process type (e.g. alkaline zinc, acid zinc, zinc alloy) and process parameters (e.g. current density, electroplating time, rack/barrel plating). The most important factor that influences the quantity o f hydrogen that remains in a fastener is the perm eability o f the coating to hydrogen e ffusion. The permeability o f the coating determines i f it allows hydrogen to e ffuse outward or i f the coating is an e ffective barrier that blocks hydrogen e ffusion, thus forcing it to stay in the steel. f Typical cleaning for electroplating comprises hot alkaline cleaning followed by acid pickling and anodic electrolytic alkaline cleaning. Acid pickling is a significant source o f hydrogen in coating processes. There fore a suitable inhibitor and minimum cleaning cycle time should be used to minimize the risk o f IHE. For fasteners with hardness above 390 HV, such as property class 12.9, special pre-treatments are advisable using non-acidic methods such as mechanical cleaning (e.g. dry honing, shot blasting) or alkaline cleaning. However, for small size fasteners (e.g. below M6), fasteners with captive washers, with small internal drive/recess, with internal thread or for some non-threaded fasteners (e.g. spring pins, conical washers), acid cleaning could be the only method that works. Studies have shown that there is no risk o f IHE for phosphate coated property class 12.9 fasteners when le ft at ambient temperature for more than 24 h, because phosphate coatings are very porous. Similarly, studies have shown that the risk o f IHE is significantly lower for alkaline zinc-nickel coatings containing 12 % to 16 % nickel compared to pure zinc coatings. One o f the reasons is that zinc-nickel coatings (ZnNi) are more permeable than zinc (Zn) or zinc-iron (ZnFe) coatings. For aerospace applications, specific Low Hydrogen Embrittlement zinc-nickel (LHE-ZnNi) processes have been developed to replace Low Hydrogen Embrittlement cadmium (LHE-Cd) coatings. 30 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) T he s u s cep tibi l ity to I H E o f c a s e hardene d and temp ere d s c rews dep end s no t on ly on core hard ne s s , but a l s o on variable s s uch a s c a s e hard ne s s a nd c a s e dep th . T he s u s cep tibi l ity to I H E i nc re a s e s as the s e vari able s i ncre as e . T he s crew ge ome tr y/s hap e c an a l s o i mp ac t the s u s cep tibi l ity as there cou ld b e no d i s ti nc t tran s ition are a from h igh c as e h ard ne s s to the lower h ard ne s s i n the core i n th i n s e c tion s o f the s crew, e . g. i n c as e o f a flange, s e e I S O/ T R 2 0 49 1 . T he gre ater prop or tion o f the c as e dep th i n th i n s e c tion s i s the c au s e o f a h igher s u s cep tibi l ity. B.4 Baking T he key fac tors that i n fluence b a ki ng e ffe c tivene s s are — temp eratu re, — du ration, — p erme abi l ity o f the co ati ng , — co ati ng th ickne s s . For s u s cep tible fa s teners (e . g. with ha rd ne s s/core ha rd ne s s ab ove 3 9 0 H V ) that a re z i nc ele c troplate d, 8 h to 10 h at 19 0 ° C to 2 2 0 ° C i s a m i n i mu m re com mende d b a ki ng du ration . H owever: — dep end i ng on typ e, s i z e a nd s treng th/ h ard ne s s level o f the fas teners i n combi nation with co ati ng s ys tem and co ati ng pro ce s s , s hor ter du ration s are s ucce s s fu l ly appl ie d; — dep end i ng on typ e, s i z e and s treng th/ h ard ne s s level o f the fa s teners , b a ki ng du ration s up to 2 4 h c a n b e re qui re d to s u fficiently re duce mobi le hyd ro gen . T he com mon prac tice for i nade quate o f b a ki ng z i nc fa s teners for ele c troplate d 4 h at approxi mately 19 0 °C is e xtrac ti ng hyd ro gen b e c au s e z i nc i s an e ffe c tive b arrier to hyd ro gen d i ffu s ion . I t ha s b e en shown th at a b a ki ng duration o f 4 h c a n even b e de tri menta l and c an le ad to o cc as iona l fai lu re s . For b a ki ng to b e e ffe c tive and b enefici a l, longer b a ki ng duration i s re com mende d . P rop er ty clas s 10 .9 fa s teners th at are corre c tly manu fac tu re d to the i ntende d materi a l a nd me ta l lu rgic a l prop er tie s , a s s p e ci fie d i n I S O 8 9 8 -1 , are no t s u s cep tible to Given the c u rrent u nders tand i ng b a ki ng that prevents the s e o f b a ki ng fai l e ffe c tivene s s fas teners from fa i l i ng. due to I H E , and do no t ne e d to b e b a ke d . a nd materi a l P rop er ty cla s s 10 .9 s u s cep tibi l ity, fas teners it i s no t the are s ome ti me s b a ke d as a pre c aution aga i n s t ma nu fac tu ri ng errors or out- o f- control pro ce s s that cou ld render the materi a l susceptible. I n c as e o f a delaye d shou ld be processes. frac tu re i nve s tigate d, in i n the appl ic ation, a l l cond ition s i nclud i ng a s s embly and s er vice cond ition s add ition to the fa s teners and thei r ma nu fac tu ri ng a nd ele c troplati ng B a ki ng c riteria as s p e c i fie d i n I S O 2 0 81 , I S O 9 5 8 8 a nd I S O 19 5 9 8 are to o bro ad a nd no t appl ic able for fa s teners . T he ma xi mu m temp eratu re and du ration used in a b a ki ng pro ce s s con s ideration s . I t s hou ld no t exce e d the temp eratu re at wh ich the are fa s teners l i m ite d by the fol lowi ng were origi na l ly temp ere d, and shou ld no t i mp ai r the p er formance o f the co ati ng. E xce s s o f temp eratu re a nd/or du ration c an i mp ai r the b enefici a l e ffe c t o f th re ad rol l i ng a fter he at tre atment. Z i nc ele c troplate d p a r ts a re u s ua l ly b a ke d at a temp eratu re no t h igher tha n 220 °C . C ad m iu m ele c troplate d p ar ts are u s ua l ly b a ke d to a temp eratu re no t h igher than 2 0 0 ° C . T he b a ki ng pro ce s s i s typic a l ly p er forme d a fter ele c troplati ng , prior to appl ic ation o f a convers ion co ati ng and/or s e a la nt and/or top co at, i f any. H owever, o ther s e quence s may b e s u itable dep end i ng on the s p e c i fic prop er tie s o f s u r face fi n i she s . T he ti me b e twe en ele c troplati ng and b a ki ng s hou ld b e kep t s hor t a s a matter o f go o d prac tice . T he i ntent o f s uch prac tice i s to ma xi m i ze the e xtrac tion o f mobi le hyd ro gen o ther wi s e a p or tion o f the © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 31 ISO 4042 :2018(E) mobile hydrogen can become reversibly trapped and more di fficult to bake out. This phenomenon has been shown to be relevant for electroplated steels at hardness in the range o f 500 HV and above. The o ften used approach o f speci fying an exact duration (e.g. 4 h) is purely subjective and is intended as a practical operational time- frame and also as a quality assurance mechanism for monitoring good practice. Time between coating and baking should not be used as a rigid criterion for acceptability o f a fastener lot and it definitely should not be used as the basis for assigning root cause to a fastener failure. Baking furnace conditions, including methods o f loading, duration in the furnace and uni formity o f temperature, should be controlled. Achieving a well- founded and e ffective baking strategy, including the decision whether to bake or not to bake, should be validated by empirical test data obtained from sustained load testing and/or by process qualification tests, e.g. as specified in DIN 50969-2 and ASTM F1940. B.5 Stress relief Stress relie f prior to electroplating is not relevant or appropriate for fasteners that are quenched and tempered without further alteration; tempering e ffectively relieves residual stress. Residual tensile stress in fasteners that are work hardened a fter quenching and tempering and prior to electroplating can lead to the initiation o f hydrogen assisted microcracks. I f the material is susceptible and there is su fficient hydrogen and the residual tensile stress resulting from work hardening might exceed the HE threshold stress o f the steel, a beneficial preventive measure is to per form a stress relie f operation prior to electroplating. Only operations that cause significant plastic de formation resulting in residual tensile stresses such as cold forming, cold bending, cold straightening, and some drilling and welding operations may justi fy stress relie f be fore electroplating. Standard secondary machining operations such as grinding, turning, tapping and milling are not problematic. The e ffectiveness o f stress relie f increases with increasing temperature and duration. However, the maximum temperature is limited such that the mechanical properties o f the fasteners are not impaired. NOTE Stress relie f criteria recommended in ISO 9587 are too broad and not applicable for fasteners. B.6 Hydrogen embrittlement test methods Test methods designed to either detect or measure any mechanical loss o f strength resulting from the e ffect o f hydrogen always include a time component. Typically, hydrogen embrittlement testing is per formed by means o f sustained load tests. Sustained load testing is intended as a post-production (e.g. a fter electroplating) quality assurance step for testing high strength fasteners that are susceptible to IHE. Sustained load testing consists o f applying a specific static load for a fixed period o f time ranging from 24 h to 200 h, depending on the specification. The qualitative nature o f the sustained load test is such that a fastener will either pass or fail at the given point in time. There are several methods for sustained load testing. The tests most o ften used for fasteners are specified in ISO 15330, DIN 50969-2, NASM 1312-2, ASTM F606/F606M. Other tests developed or agreed to by the manu facturer or purchaser can be used i f e ffective in detecting IHE for particular types o f fasteners. NOTE Sustained load tests are suitable for production testing. Standard sustained load test specifications are not intended for testing parts a fter removal from service. 32 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) Annex C (informative) Corrosion protection related to zinc coatings with chromate conversion coatings This annex gives in formation for typical corrosion resistance o f zinc coatings with chromate conversion coatings (containing hexavalent chromium) when tested with neutral salt spray test in accordance with ISO 9227; see Table C.1 . Chromate conversion coatings should not be used for new applications. Table C.1 — Neutral salt spray corrosion resistance of zinc coatings Designation code in accordance with this document Zn5/A Zn5/B Zn5/C Zn5/D Zn5/F Zn8/A Zn8/B Zn8/C Zn8/D Zn8/F Zn12/A Zn12/B Zn12/C Zn12/D Zn12/F Zn25/A Zn25/B Zn25/C Zn25/D Zn25/F a b Obsolete designation code for coatings a Fe/Zn 5c1A Fe/Zn 5c1B Fe/Zn 5c2C Fe/Zn 5c2D Fe/Zn 5Bk Fe/Zn 8c1A Fe/Zn 8c1B Fe/Zn 8c2C Fe/Zn 8c2D Fe/Zn 8Bk Fe/Zn 12c1A Fe/Zn 12c1B Fe/Zn 12c2C Fe/Zn 12c2D Fe/Zn 12Bk Fe/Zn 25c1A Fe/Zn 25c1B Fe/Zn 25c2C Fe/Zn 25c2D Fe/Zn 25Bk Coating thickness µm Minimum neutral salt spray test duration for barrel coating Chromate conversion coating designation A 5 8 12 25 B C D F A B hours No coating metal corrosion b No basis metal corrosion (white corrosion) (red rust) 6 12 48 72 12 6 24 C D F A 72 96 C D F A 72 96 B 24 6 24 24 24 36 72 96 — 48 72 120 144 72 72 96 144 168 96 B C D F Data not available For zinc coatings with chromate conversion coating, see classification code in ISO 2081 in connection with ISO 4520. Low coating thickness impairs the resistance o f the chromate conversion coating. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 33 ISO 4042:2018(E) Annex D (informative) Coating thickness and thread clearance for ISO metric screw threads D.1 General The applicability o f the required coating system to ISO metric threads is limited by the basic deviation o f the threads, and hence limited by the pitch diameter, allowance, and tolerance positions. Dimensional requirements and testing for fasteners with ISO metric thread are specified in 6.2 . Electroplated coating processes usually do not produce a uni form distribution o f the coating thickness on the whole sur face o f the fastener. As the coating thickness has a significant influence on gaugeability, it is necessary to consider thread position, tolerance and clearance in the thread. When designing fasteners to be electroplated, at least the following should be taken into consideration: — type and size o f the fastener; — tolerance position o f the thread be fore coating; — typical dispersion o f the thickness resulting from the coating process (see D.2 ); — clearance available in the thread (see Figure D.1). 34 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) a) Internal/external thread b) Examples for (6g/6G) and (6g/6H) Key 1 zero line 2 3 4 5 maximum p itch diameter o f the nut thread b e fo re co ating minimum p itch diameter o f the nut thread b e fo re co ating maximum p itch diameter o f the b o lt thread b e fo re co ating minimum p itch diameter o f the b o lt thread b e fo re co ating 6 D2 Td2 T manu factured clearance (to lerance no t co mp letely us ed until lo wer limit o f 6 H ) 2 2 to lerance fo r D to lerance fo r d EI lower limit o f the fundamental deviatio n o f the nut thread with res p ect to zero line es up p er limit o f the fundamental deviatio n o f the b o lt thread with res p ect to zero line a, c The minimum clearance co rres p o nds to the b,d The maximum clearance co rres p o nds to the ab s o lute value o f the fundamental deviatio n. fundamental deviatio n p lus the to lerance grade value. Figure D.1 — Pitch diameter tolerance position and clearance for coating Sub figu re s a) and b) give e xample s o f cle a rance re qu i re d to accom mo date a co ati ng th ickne s s o f 6 μm on b olt/nut as s embly M 8 . D.2 Geometrical relationship between coating thickness and pitch diameter When a co ati ng with the ore tic a l/re ference co ati ng th ickne s s pitch d ia me ter 2 d i nc re a s e s b y 4 © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI t as s hown i n Figure D.2 t i s appl ie d on an externa l th re ad, the and Table D .1 . 35 ISO 4042:2018(E) Key a change o f p itch diameter due to co ating P p itch o f the thread t thicknes s o f the co ating 1 2 3 p itch diameter o f the b o lt b e fo re co ating, d2 p itch diameter o f the b o lt a fter co ating thread axis t 0 , 5a = sin 30 ° = 0 , 5 0,2 5 a =t a = 4t Figure D.2 — Geometrical relationship between coating thickness and pitch diameter of an external thread Table D.1 — Geometrical relationship between coating thickness and pitch diameter Dimensions in micrometres Coating thickness Resulting increase of the pitch diameter 4t 12 t a 3 4 5 16 20 24 32 40 48 6 8 10 12 a T h i s p i tch d i a me ter i nc re a s e co r re s p o nd s to the m i n i mu m cle a ra nce wh ich i s ne e de d fo r the co ati n g th ickne s s t . D.3 Coating thickness on externally threaded fasteners E le c troplati ng c a n re s u lt i n a non-u n i form co ati ng th ickne s s , for — r e duc ti o n th i c kne s s i nc r e a s e at e x te r n a l e d ge s a nd th i c k ne s s two mai n re as on s: in c av i ti e s , e . g. th re ad r o o t, i nte r n a l d r i ve , 36 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) — thickness increase at the extremities o f long parts known as the dog-bone e ffect, as shown amplified in Figure D.3. Figure D.3 — Typical distribution of coating thickness on a bolt resulting from electroplating process (exaggerated for illustrative purposes) For fasteners with external thread, the dog-bone e ffect typically depends on the ratio between length l and diameter d. Typically bolts with l > 5 d could have a local thickness at mid-length down to one third to hal f when compared to local thickness at the re ference areas (see Figure 2). The specification o f thicker layers (in order to get a su fficient coating thickness at mid-length o f a long bolt — typically 10 d to 15 d — for the purpose o f corrosion protection) could result in excess o f coating at the end o f the thread, thus impairing assemblability and/or gaugeability. Reciprocally, the specification o f thinner layers will allow easy thread engagement, but could result in lack o f coating thickness at mid-length. It is the knowledge o f the coater to minimize the impact o f the dog-bone e ffect. Additional layers such as sealants, top coats and/or lubricants can cause material retention in holes, recesses, internal drives, cavities and at thread roots. D.4 Coating thickness on internal threads Electroplating does not deposit the same coating thickness on external sur faces in comparison with internal sur faces such as internal threads. A principle o f electroplating is that the distribution o f metal coating thickness is proportional to the local current density during the electroplating process. The expected metal coating thickness in internal threads also depends o f the nut geometry, i.e. relative height o f the nut compared to thread diameter. Di fferent kinds o f electrolyte (e.g. acidic or alkaline) can result in di fferent thickness distribution (or even uncoated areas in internal threads). Typically, the use o f alkaline electrolytes results in more uni form metal distribution. NOTE However, contrary to the above, significant quantity o f coating can be deposited in internal threads by using specific electroplating processes. In practice for electroplated zinc or zinc-alloy coatings, it is possible to use a tolerance position 6H for internal metric threads be fore coating, provided the tolerance zone is not taken up to the zero line (basic size). I f nuts are to be coated by a third party, functional thread assemblability should be verified. Additional sur face layers such as sealant, top coat and/or lubricant applied with a dip-spin process can result in material retention in internal threads. I f this would not allow the acceptance o f a 6H GO-gauge, another thread tolerance position o f the uncoated nut should be considered. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 37 ISO 4042:2018(E) D.5 Clearance for coating thickness D.5.1 Fasteners with external thread Fa s teners with ex terna l th re ad shou ld b e manu fac tu re d to provide s u fficient cle a rance at the pitch d ia me ter to accom mo date the co ati ng th ickne s s . C o ati ng th ickne s s wh ich c a n b e appl ie d on I S O me tric e xterna l th re ad s i n accorda nce with I S O 9 65 -1 , I S O 9 6 5 -2 or I S O 9 6 5 -3 dep end s on the in fundamenta l devi ation (cle ara nce) at the pitch d ia me ter a s given Tab le D . 2 , wh ich its el f dep end s on the s c rew th re ad a nd the tolera nce p o s ition g , f or e for e xterna l th re ad s . Tab le D . 2 i nd ic ate s the p o s ition for fu nda menta l va lue s l i m iti ng the avai lable s p ace 38 deviation (cle ara nce) a s a func tion o f the th re ad pitch a nd tolerance the u nco ate d e xterna l th re ad . T he m i n i mum and ma xi mu m cle a rance s are the ore tic a l Provided by IHS Markit under license with ANSI for co ati ng. © ISO 2018 – All rights reserved ISO 4042:2018(E) Table D.2 — Theoretical minimum clearance and corresponding maximum coating thickness for ISO metric external threads Tolerance position g Nominal thread diameter, d Thread pitch P (co a rs e pitch mm mm Fundamental deviation ma x th re ad) a 0,35 μm 1,6 0 ,45 −2 0 3 0, 5 0,6 −2 0 3,5 −2 1 4 5 0 ,7 0,8 1 −2 2 6 8 10 12 1,25 1,5 1 ,75 2 −5 0 9 −5 3 −3 8 9 −5 6 9 − 60 − 40 7 − 42 −3 4 1 8 , 2 0 a nd 2 2 − 42 2 4 a nd 2 7 − 48 3,5 3 0 a nd 3 3 −5 3 3 6 a nd 3 9 − 60 42 a nd 45 − 63 4 8 a nd 5 2 −71 5 9 −3 6 −3 5 6 2,5 4, 5 −3 6 5,5 5 6 a nd 6 0 −75 6 64 −80 8 8 8 −3 4 8 8 10 10 11 12 13 14 15 − 45 − 48 9 10 12 13 15 15 17 18 20 Fundamental deviation μm −2 6 −2 8 . Tolerance position e μm −3 8 −3 8 4 μm 6 −3 2 ma x −3 4 −2 4 14 a nd 16 3 4 4 5 5 5 5 −19 2 ,5 . Coating thickness Fundamental deviation μm −19 2 0 ,4 NO TE Coating thickness Tolerance position f −5 2 −5 8 − 63 −70 17 18 20 21 22 23 −75 −80 −85 −90 −95 Coating thickness ma x . μm — — — — — — 12 13 14 15 15 15 − 60 − 63 − 67 16 −71 17 −71 17 20 21 22 23 25 −80 −85 −90 −95 −10 0 −10 6 26 28 −1 1 2 −1 1 8 29 T he ore tic a l up p er l i m it o f co ati n g th ickne s s i s c a lc u l ate d on the b a s i s o f th re ad d i men s ion wh ich i s at the upp er l i m it (e x ter n a l th re ad) o f the re s p e c ti ve th re ad to lera nce . a I n fo r m ation o n no m i n a l d i a me ter men s ion i s the th re ad p itch P. fo r co a rs e pitch th re ad i s gi ven fo r co nven ience on l y: the de ter m i n i n g d i - D.5.2 Fasteners with internal thread Fa s teners with i nterna l th re ad s hou ld b e manu fac tu re d to provide s u fficient cle a rance at the pitch d i ame ter to accom mo date the co ati ng th ickne s s . C o ating thicknes s which can b e applied on I S O metric i nternal threads in accordance with I SO 9 65 -1 , I SO 9 65 -2 or I S O 9 65 -3 dep ends on the fundamental deviation (clearance) at the pitch diameter as given in Table D. 3 , which itsel f dep ends on the s crew thread and the tolerance p os ition G or H Table D . 3 i nd ic ate s the p o s ition for fu nda menta l deviation (cle ara nce) a s a the u nco ate d i nterna l th re ad . va lue s l i m iti ng the ra nge o f ava i l able s p ace © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI fu nc tion for internal o f the th re ad pitch and tolerance T he m i n i mu m a nd ma xi mu m cle a rance s for thread. a re the ore tic a l co ati ng. 39 ISO 4042:2018(E) Table D.3 — Theoretical minimum clearance and corresponding maximum coating thickness for ISO metric internal threads Thread pitch Nominal thread diameter P D (co a rs e pitch mm 0,35 +19 2 0 ,45 +19 2 ,5 +2 0 3 0,5 0,6 +2 0 3,5 +2 1 4 5 0 ,7 0,8 1 +2 2 6 8 10 12 1,25 1,5 1 ,75 2 +2 6 6 +2 8 7 +3 2 +3 4 1 8 , 2 0 a nd 2 2 + 42 2 4 a nd 2 7 +48 3 0 a nd 3 3 +5 3 3 6 a nd 3 9 +60 42 a nd 45 +63 4 8 a nd 5 2 +71 5,5 5 6 a nd 6 0 +75 6 64 +80 4, 5 5 4 4 5 5 5 5 6 +3 8 4 μm +2 4 14 a nd 16 3,5 NO TE μm 1,6 0,4 3 Tolerance position H th re ad) a mm 2 ,5 Tolerance position G Fundamental Coating thickness deviation ma x. 8 8 8 10 12 13 15 15 15 Po s s ib le i f the u nco ate d th re ad o f the nut i s no t m a nu fac tu re d up to the zero line 16 20 T he o re tic a l up p er l i m it o f co ati n g th ickne s s i s c a lc u l ate d on the b a s i s o f th re ad d i men s ion wh ich i s at the lower l i m it (i ntern a l th re ad) o f the re s p e c tive th re ad tolera nce . a I n for m atio n on nom i n a l d i a me ter men s ion i s the th re ad p itch 40 Provided by IHS Markit under license with ANSI P. for co a rs e pitch th re ad i s given for conven ience o n l y: the de ter m i n i ng d i - © ISO 2018 – All rights reserved ISO 4042:2018(E) D.6 Compatibility between corrosion resistance and clearance For comp atibi l ity b e twe en corro s ion re s i s tance and cle a rance, s e e Figure D.4 f or i n formation . Figure D.4 — Example of checking the compatibility between corrosion resistance and clearance B y cho o s i ng a combi nation o f th re ad tolerance p o s ition s for e xterna l a nd i nterna l th re ad s , it s hou ld b e en s u re d that the re s i s tance agai n s t s trippi ng o f the as s embly i s gre ater th an the u lti mate ten s i le lo ad o f the externa l th re ade d fa s tener, I nc re a s e d cle arance c an a l s o fatigue Fm . a ffec t o ther fu nc tiona l as p e c ts , s uch a s prevai l i ng torque prop er tie s , re s i s ta nce, e tc . © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 41 ISO 4042:2018(E) Annex E (in fo rmative) Coating systems tested in accordance with ISO 9227, NSS — Evaluation of cabinet corrosivity for the neutral salt spray test E.1 Introduction When e va lu atio n o f the c ab i ne t co rro s i vity i s re que s te d , it s ho u ld b e p er fo r me d i n acco rd a nce with th i s a n ne x. T h i s a n nex i s de s igne d to b e u s e d i n add ition to the te s t me tho d s p e c i fie d i n I S O 9 2 2 7 s pray te s t. I t ha s b e en e s tab l i s he d for the eva luation o f s te el fas teners for neutra l s a lt with z i nc b as e d co ati ngs , for the pu rp o s e o f control l i ng ma nu fac tu ri ng lo ts . T he ma i n re a s on for th i s development a s a complement to I S O 9 2 2 7 wa s the ne ce s s a r y i mprovement i n term s o f rel i abi l ity, repro ducibi l ity and re duc tion o f d i s p ers ion o f te s t re s u lts , a s neutra l s a lt s pray te s t i s us e d — for accep tance o f fas tener pro duc tion b y u s i ng the s ame eva luation mo de (app e arance o f re d ru s t on z i nc-b a s e d co ate d s te el re ference p anel s rather th an weight lo s s eva luation) , and — p erio d ic control s o f the corro s ivity o f the te s t c abi ne t. T h i s me tho d i s s ucce s s fu l ly u s e d i n the fa s tener i ndu s tr y a nd s ign i fic antly i mprove s the repro duc ibi l ity o f re s u lts o f d i fferent s a lt s pray c abi ne ts . E.2 Purpose T h i s a n nex i s a complement to I S O 9 2 2 7 th at s p e ci fie s a me tho dolo g y the te s t c abi ne t for neutra l s a lt s pray te s t (NS S ) , for s te el fas teners for eva luati ng the corro s ivity o f with z i nc and z i nc a l loy ele c troplate d co ati ng s ys tem s i n accordance with th i s do c u ment. Two typ e s o f te s ts are defi ne d i n order to: — de term i ne the corro s ivity level as a grade a nd the cond ition s under wh ich the c abi ne t i s con s idere d compl ia nt, by control l i ng the c abi ne t corro s ivity th roughout the u s e fu l volu me, i ndep endent o f s p e ci men s to b e te s te d; — mon itor the c abi ne t corro s ivity b e twe en p erio d ic control s . E.3 Frequency of controls T he de term i nation o f the corro s ivity level s ha l l b e c a rrie d out at le as t once a ye ar, a nd a l s o prior to the us e o f the c abi ne t fol lowi ng maj or mai ntenance or rep ai r work on the e qu ipment. T he corro s ivity mon itori ng sha l l b e c arrie d out at le a s t once a month . 42 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) E.4 Operating conditions E.4.1 Parameters All parameters specified in ISO 9227 shall be checked, except the method for evaluating the cabinet corrosivity. E.4.2 Reference panels The re ference panels shall be made o f steel, e.g. CR24 in accordance with ISO 6932, coated at least on one sur face with a layer o f zinc obtained by high-speed continuous hot dip galvanizing. The zinc thickness shall be (11 ± 1) μm. The dimensions o f the re ference panels shall be 190 mm × 90 mm; see Figure E.4. The re ference panels may be oiled for better protection in storage. The re ference panels shall be accompanied by an inspection certificate containing at least the following: — the identification o f the supplier; — the identification o f the re ference panels (coil and cast number); — the chemical composition and mechanical properties o f the substrate metal; — the measured thickness o f the zinc deposit; — the re ference o f the protective oil, i f any. E.4.3 Preparation of the reference panels E.4.3.1 Degreasing procedure The re ference panels shall be used within 24 h a fter the degreasing procedure has been completed. They shall be degreased as follows: a) Pre-degrease with acetone using a so ft cloth. b) Degrease with ultrasonics in a cleaning solution make-up o f the following: — sodium bicarbonate (NaHCO 3 ) (15 ± 2) g/l; — sodium carbonate (Na 2 CO 3 ) (10 ± 2) g/l; — trisodium phosphate (Na3 PO 4) (20 ± 2) g/l; — volume adjusted to one litre with distilled or deionized water. Ultrasonic conditions: — temperature (45 ± 2) °C; — duration (7 ± 1) min. The service li fe o f this degreasing solution is 36 months in an opaque container and in storage conditions ranging from 0 °C to 40 °C. Store this solution in a sealed container between uses (one litre o f this solution is su fficient for a maximum o f 5 panels). c) Remove the panel with tongs be fore turning o ff the ultrasonics. Rinse in distilled or deionized water, then in a clean solvent (ethanol or acetone) and finally leave to dry in the air. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 43 ISO 4042:2018(E) E.4.3.2 Panel protection D egre a s e d p a nel s shou ld b e hand le d we ari ng glove s . E dge s a nd b ack o f p anel s s hou ld b e pro te c te d with a s u itable ad he s ive tap e (e . g. the brown- colou re d P VC tap e with a width o f 3 8 m m or 5 0 m m, or s i m i l ar ad he s ive removable pro te c tion) , a s s p e c i fie d i n Figure E.4 , s o that the to ta l exp o s e d s u r face i s 16 0 m m × 8 0 m m . E.4.3.3 Position of reference panels and collectors T he s upp or t sh a l l b e made o f chem ic a l ly i ner t materia l . I t s ha l l enable p o s ition i ng o f the p a nel s i n l i ne with an angle o f (2 0 ± 5 ) ° from the ver tica l, with the u npro te c te d face upward s . T he centre o f e ach p anel s ha l l b e level le d at the me a n s p e c i men e xp o s ure height. T he nu mb er and relative p o s ition o f the p anel s var y i n accorda nce with the te s t me tho d a nd cabi ne t de s ign, s e e — at le a s t th re e p anel s s ha l l b e u s e d for the Figures E.1 to E.3: a n nua l control . T he p anel s sh a l l b e p o s itione d 1 /4, 1 /2 and 3/4 o f the d i s ta nce b e twe en the s pray no z z le and the mo s t d i s tant c abi ne t wa l l; — at le a s t one p anel s ha l l b e u s e d du ri ng the month ly mon itori ng. T he p a nel sha l l b e p o s itione d ha l fway b e twe en the s pray no z z le and the mo s t d i s tant c abi ne t wa l l . T he col le c ting devices sha l l b e place d i n accordance with I S O 92 2 7. For annual control, the numb er o f col lec ting devices sha l l b e the s ame as the numb er o f p anel s , and lo cated as clo s e as p o s s ible to the p anels . Key L 1 2 dis tance b etween s p ray no zzle and the mo s t dis tant cab inet wall p anel s p ray no zzle Figure E.1 — Off-centred spray cabinet 44 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) Key L 1 2 dis tance b etween s p ray no zzle and the mo s t dis tant cab inet wall p anel s p ray no zzle Figure E.2 — Centred spray cabinet Key L 1 2 3 dis tance b etween s p ray no zzle and the mo s t dis tant cab inet wall p anel s p ray no zzle door Figure E.3 — Square-centred spray cabinet E.4.3.4 Filling of the cabinet T he te s t p anel s sh a l l b e a rrange d s o that they do no t come i nto contac t with the c abi ne t, and s o that thei r s ur face s are e xp o s e d to © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI fre e ci rc u l ation o f s a lt s pray. 45 ISO 4042:2018(E) During the annual control, the cabinet shall only contain the re ference panels. Monthly monitoring may be conducted during normal operation o f the cabinet. The other exposed specimens shall not obstruct the re ference panel. E.4.4 Control mask The control mask specified in Figure E.4 shall be reproduced on a transparent foil. The mask shall be placed on the re ference panel. Dimensions in millimetres Hot dip galvanized panel: 190 mm × 90 mm Sur face area o f one square: 1 cm 2 Number o f squares: 128 % corroded = n squares × 0,78 Key 1 protected zone (see E.4.3.2) Figure E.4 — Protection and control mask for reference panels E.4.5 Determination of the corroded surface A square is reported to be corroded as soon as it shows one point o f red rust (flow included). See examples in Figure E.5. All visual check shall be made on non-rinsed, still wet panels. The final check shall be made a fter a period o f 70 h to 72 h and then every (24 ± 1) h. For practical aspects, it is recommended to start the test on Friday. I f one o f the panels shows evidence o f red rust during the 72 h check, repeat the test (e.g. the following Monday) and check it every 24 h. 46 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) For the annual control, the cabinet shall be open during 30 min per day a fter the initial period o f 72 h. For the monthly monitoring, each opening shall not exceed 60 min. The open duration shall not be deducted. E . 4 . 6 Q u a n t i f i c a t i o n o f c o r r o s i v i t y The top o f the mask shall be placed exactly at the top o f the re ference panel in accordance with its orientation in the cabinet during the test. An example o f quantification o f corrosivity is shown in Figure E.5. Key 1 2 3 top o f the mask and top o f the panel re ference panel control mask 35 squares showing red rust: the percentage o f corrosion (Red Rust Rate – RRR) is 27,3 % (35 × 0,78) F i g u r © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI e E . 5 — E x a m p l e o f q u a n t i f i c a t i o n o f t h e c o r r o s i v i t y 47 ISO 4042:2018(E) E.5 Corrosivity results Red Rust Time (RRT) is the time taken for the rusting level to exceed 5 % (i.e. a minimum o f seven squares showing red rust). RRT for each test panel and the corresponding grade shall be expressed in accordance with Table E.1 . See also the examples in E.6.5 . Table E.1 — Grading system for the evaluation of the corrosivity level Red Rust Time (RRT) Grade Corrosivity evaluation RRT ≤ 72 72 < RRT ≤ 96 96 < RRT ≤ 120 A Not compliant C D Compliant h RRT > 120 B Not compliant For corrosivity evaluation, the cabinet is compliant for the purpose o f testing steel fasteners with zinc and zinc-based coating systems, when the grade o f each panel is equal to B or C in accordance with Table E.1 . The cabinet corrosivity is expressed by using the same grading system o f A to D in accordance with Table E.1 . NOTE When testing coated fasteners with several cabinets (e.g. at purchaser’s and supplier’s places), reliable consistent results can only be achieved when the corrosivity level is compliant in accordance with Table E.1 . E.6 Example of report format for annual control and monthly monitoring of the cabinet E.6.1 Annual control and monthly monitoring of the cabinet corrosivity level Type o f test: Monthly monitoring Annual control Test start date: Cabinet identification number: Re ference panel batch number: E.6.2 Condensate check Collector 1 Volume collected in ml/h a Collector 2 Collector 3 NOTE The collector device number is the same as the panel number. a Average measurement over the entire test duration (opening time included); in accordance with ISO 9227, (1,5 ± 0,5) ml/h for a horizontal collecting area o f 80 cm 2 (which corresponds to three collecting devices of 10 cm in diameter each). 48 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) E.6.3 Determination of the corrosivity level E Red Rust Time (RRT) h Grade v i d e n c e o f r e d r u s t : % Panel 1 q u a n t i f i e d o n t h e c o n t Panel 2 r o l m a s k Panel 3 A RRT ≤ 7 2 7 2 < RRT ≤ 9 6 B C D 9 6 < RRT ≤ 1 2 0 RRT > 120 Result ( grade when Re d Ru s t Rate RRR ≥ 5 %) E.6.4 Conclusion for the corrosivity of the cabinet C on form ity o f a l l p ara me ters Comments: O p erator na me: Non con form ity D ate: Signatu re: E.6.5 Example for the determination of the corrosivity level E xa mp le s o f de term i nation o f the corro s ivity level are given i n Table s E . 2 a nd E.3. Table E.2 — Example 1: Compliant cabinet E Red Rust Time (RRT) h RRT ≤ 7 2 7 2 < RRT ≤ 9 6 9 6 < RRT ≤ 1 2 0 RRT > 120 © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI i d e n c e o f r e d r u s t : % q u a n t i f i e d o n t h e c o n t r o l m a s k Grade Panel 1 Panel 2 Panel 3 A Re d Ru s t: 0 s qu a re — Re d Ru s t: 1 s qu a re Re d Ru s t: 0 s qu a re Re d Ru s t: 3 s qu a re s Re d Ru s t: 8 s qu a re s Re d Ru s t: 10 s qu a re s (3 × 0 ,78 = ) 2 , 3 % (8 × 0 ,78 = ) 6 , 2 % (10 × 0 ,78 = ) 7, 8 % Re d Ru s t: 7 s qu a re s Re d Ru s t: 1 2 s qu a re s Re d Ru s t: 2 0 s qu a re s (7 × 0 ,78 = ) 5 , 5 % (1 2 × 0 ,78 = ) 9,4 % (2 0 × 0 ,78 = ) 1 5 , 6 % B B B C D Result ( grade when Re d Ru s t Rate RRR ≥ 5 %) v — C 0 ,78 % — — — C o r ro s i vity le vel: comp l i a nt 49 ISO 4042:2018(E) Table E.3 — Example 2: Non-compliant cabinet E Red Rust Time (RRT) h RRT ≤ 7 2 7 2 < RRT ≤ 9 6 9 6 < RRT ≤ 1 2 0 RRT > 120 50 Provided by IHS Markit under license with ANSI i d e n c e o f r e d r u s t : % q u a n t i f i e d o n t h e c o n t r o l m a s k Grade Panel 1 Panel 2 Panel 3 A Re d Ru s t: 0 s qu a re — Re d Ru s t: 0 s qu a re — Re d Ru s t: 0 s qu a re Re d Ru s t: 1 s qu a re Re d Ru s t: 3 s qu a re s Re d Ru s t: 10 s qu a re s 0 ,78 % (3 × 0 ,78 =) 2 , 3 % (10 × 0 ,78 =) 7, 8 % C Re d Ru s t: 3 s qu a re s Re d Ru s t: 7 s qu a re s Re d Ru s t: 2 0 s qu a re s (3 × 0 ,78 =) 2 , 3 % (7 × 0 ,78 =) 5 , 5 % (2 0 × 0 ,78 =) 1 5 , 6 % D Re d Ru s t: 7 s qu a re s Re d Ru s t: 1 5 s qu a re s Re d Ru s t: 3 5 s qu a re s (7 × 0 ,78 =) 5 , 5 % (1 5 × 0 ,78 =) 1 1 ,7 % (3 5 × 0 ,78 =) 2 7, 3 % B Result ( grade when Re d Ru s t Rate RRR ≥ 5 %) v D C — B C o r ro s i vity le vel: no t co mp l i a nt © ISO 2018 – All rights reserved ISO 4042:2018(E) Annex F (in fo rmative) Obsolete designation codes for electroplated coating systems on fasteners according to ISO 4042:1999 WARNING — This system shall not be used for new applications; it is only included for information and for referral to existing drawings and documents still using this system. The Clause 9 shall be used. d e s i g n a t i o n c o d e s y s t e m a s s p e c i f i e d i n F.1 Obsolete code system O b s ole te de s ignation co de s are given i n Table F.1 . for ele c troplate d co ati ng s ys tem s on fas teners accord i ng to I S O 4 0 42 : 19 9 9 Table F.1 — Obsolete code system X X X C o ati ng me ta l or a l loy (see ) Tab le F. 2 M i n i mu m co ati ng th ickne s s (see ) Tab le F. 3 Fi n i s h a nd ch rom ate tre atment (see Tab le F. 4 ) © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 51 ISO 4042:2018(E) Table F.2 — Coating metal or alloy Coating metal/alloy Symbol Elements Zn Cd Cu CuZn Nib Ni b Cr rb CuNi b b CuNi b Cr rb Sn CuSn Ag CuAg ZnNi ZnCo ZnFe a Obsolete designation Zinc A C ad m iu m B Copper C D E F B ra s s Nickel Nickel- ch ro m iu m C opp er-n ickel C opp er-n ickel- ch ro m iu m Tin Copper-tin (bronze) Silver Copper-silver G H J c K L N Z i nc-n ickel P Q R Z i nc- co b a lt Zinc-iron Us e o f c ad m iu m i s re s tr ic te d o r p ro h ib ite d i n ce r ta i n co u ntr ie s . a b c Fo r I S O cl a s s i fic atio n co de , s e e I S O 145 6 . T h ickne s s o f ch ro m iu m ap p ro x i m ate l y 0 , 3 µm . Table F.3 — Coating thickness (total deposit thickness) Coating thickness One coating metal µm no co ati n g th ickne s s re qu i re d 3 5 8 10 12 15 20 25 30 a T he th ickne s s s p e c i fie d Obsolete designation Two coating metals a — — 0 1 2 3 2 + 3 3 + 5 6 + 4 9 4 5 8 + 4 10 + 5 8 + 12 6 10 + 1 5 7 8 1 2 + 18 fo r the fi rs t a nd the s e co nd co ati n g me ta l ap p l ie s fo r a l l co ati n g co mb i n atio n s e xcep t th at ch ro m iu m i s the to p co ati n g wh ich h a s a lways a th ickne s s o f 0 , 3 µm . 52 Provided by IHS Markit under license with ANSI © ISO 2018 – All rights reserved ISO 4042:2018(E) Table F.4 — Finish and chromate treatment Passivation by chromate treatment a : typical colour Finish Dull Semi-bright Bright High-bright Optional no colour bluish to bluish iridescentb yellowish gleaming to yellow-brown, iridescent drab olive to olive brown no colour bluish to bluish iridescentb yellowish gleaming to yellow-brown, iridescent drab olive to olive-brown no colour bluish to bluish iridescentb yellowish gleaming to yellow-brown, iridescent drab olive to olive-brown no colour like B, C or D Dull brown-black to black Semi-bright brown-black to black Bright brown-black to black All finishes no chromate treatmentc a Passivation treatments are possible only with zinc or cadmium coatings. b Applies to zinc coating only. c Example for such a coating: A5U. Obsolete designation A B C D E F G H J K L M N P R S T U F.2 Example of obsolete designation EXAMPLE Fastener with electroplated zinc coating (A from Table F.2), a required coating thickness o f 5 µm (2 from Table F.3), brightness condition “bright”, being chromated yellow iridescent (L from Table F.4) was designated as follows: [fastener designation] – A2L In the case that this obsolete designation is used, the following applies: — I f no minimum coating thickness is explicitly required, then the symbol “0” o f the coating thickness according to Table F.3 is indicated in the code number — for example A0P — so that the code number contains complete specifications. Symbol “0” applies correspondingly to threaded parts below M1,6 or other very small parts. — I f other treatments are required, for example greased or oiled, this is agreed upon. I f applicable, this treatment is added to the designation as clear text. © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 53 ISO 4042:2018(E) Bibliography [1] [2] [3] [4] ISO 898-1, Mechanical properties of fasteners made of carbon steel and alloy steel — Part 1: Bolts, screws and studs with specified property classes — Coarse thread and fine pitch thread ISO 898-2, Mechanical properties of fasteners made of carbon steel and alloy steel — Part 2: Nuts with specified property classes — Coarse thread and fine pitch thread ISO 898-3, Mechanical properties of fasteners made of carbon steel and alloy steel — Part 3: Flat washers with specified property classes ISO 898-5, Mechanical properties of fasteners made of carbon steel and alloy steel — Part 5: Set screws and similar threaded fasteners with specified hardness classes — Coarse thread and fine pitch thread [5] ISO 965-1, ISO general purpose metric screw threads — Tolerances — Part 1: Principles and basic data [6] ISO 965-2, ISO general purpose metric screw threads — Tolerances — Part 2: Limits of sizes for general purpose external and internal screw threads — Medium quality [7] ISO 965-3, ISO general purpose metric screw threads — Tolerances — Part 3: Deviations for constructional screw threads [8] ISO 2702, Heat-treated steel tapping screws — Mechanical properties [9] ISO 4042:1999, Fasteners — Electroplated coatings [10] ISO 4520, Chromate conversion coatings on electroplated zinc and cadmium coatings [11] ISO 6932, Cold-reduced carbon steel strip with a maximum carbon content of 0,25 % [12] ISO 7539-7, Corrosion of metals and alloys — Stress corrosion testing — Part 7: Method for slow strain rate testing [13] ISO 9588, Metallic and other inorganic coatings — Post-coating treatments ofiron or steel to reduce the risk of hydrogen embrittlement [14] ISO 9001, Quality management systems — Requirements [15] ISO 10474, Steel and steel products — Inspection documents [16] ISO 10666, Drilling screws with tapping screw thread — Mechanical and functional properties [17] ISO 16426, Fasteners — Quality assurance system [18] ISO/TR 20491, Fundamentals of Hydrogen Embrittlement in Steel Fasteners [19] ASTM F606/F606M, Standard Test Methods for Determining the Mechanical Properties of Externally and Internally Threaded Fasteners, Washers, Direct Tension Indicators, and Rivets [20] ASTM F1624, Standard Test Method for Measurement of Hydrogen Embrittlement Threshold in Steel by the Incremental Step Loading Technique [21] ASTM F1940, Standard Test Method for Embrittlement in Plated or Coated Fasteners [22] ASTM G129, Standard Practice for Slow Strain Rate Testing to Evaluate the Susceptibility ofMetallic Materials to Environmentally Assisted Cracking [23] EN 10204, Metallic products — Types of inspection documents 54 Provided by IHS Markit under license with ANSI Process Control Verification to Prevent Hydrogen © ISO 2018 – All rights reserved ISO 4042:2018(E) [24] NASM 1312-2, Fastener Test Methods - Method 2 - Interaction [25] DIN 50969-2, Prevention of hydrogen-induced brittle fracture of high-strength steel building elements — Part 2: Test methods © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI 55 ISO 4042:2018(E) ICS 21.060.01 Price based on 55 pages © ISO 2018 – All rights reserved Provided by IHS Markit under license with ANSI