Screw Thread 101: Everything You Need to Know

Personnel are the core of operations. The best guarantee for personnel safety is achieved by avoiding unsafe behaviors of people and combining the security status of equipment.

When designing the arc welding system, the equipment’s unsafe state should be taken into account in actual work. During the actual operation, operators should receive training in various regulations, operating procedures, and safety awareness.

To ensure safety in daily production, it is important to develop good safety practices and correct operating habits.

1. Brief history of thread

Since the 4th century BC, naturalists in ancient Greece have been familiar with the basic spiral form and have used it to extract wine and oil.

To this day, we continue to use Archimedes’ screw to extract water.

Archimedes spiral water intake device still in use today

Fig. 1 Archimedes spiral water intake device still in use today

Handmade threads and screws had emerged by the 14th century.

During the industrial revolution, it became increasingly essential to connect mechanical objects with bolts.

Initially, nuts, bolts, and screws were crafted by hand or simple lathes. However, they lacked interchangeability and standardization, making it difficult to use them across different industries or even among different companies within the same industry.

handmade threads 200 years ago vs modern machine threads

Fig. 2 handmade threads 200 years ago vs modern machine threads

With the continuous progress of industrial technology, countries have formulated their own unified standards and international general standards in order to improve efficiency.

Currently, there are mainly two types of thread measurement standards: the British system and the metric system. China has adopted the latter and uses metric millimeters (mm) as the measurement and identification unit for threads.

2. Thread definition

Thread refers to the continuous convex spiral ridge made by winding on the cylinder or cone in the form of spiral.

The first one is referred to as straight thread, while the second one is known as a conical thread.

This spiral structure is capable of transforming rotary motion into linear motion, allowing for the movement of objects in a linear fashion.

straight and tapered threads

Fig. 3 straight and tapered threads

The internal and external threads are connected by fastening or driving the thread through.

The external thread is located on the outer surface of the workpiece, as seen in common bolts or screws.

On the other hand, the internal thread is found inside the workpiece and is typically present on the parts that require assembly.

3. Five elements of thread

A complete description of the thread should include at least five elements, namely:

  • tooth shape
  • nominal diameter
  • number of lines
  • pitch (or lead)
  • direction of rotation

The tooth profile is the key factor to determine the end use of thread.

Tooth shape

Tooth shape refers to the geometry of the thread.

Different tooth shapes determine whether the thread is used for connection or transmission.

Currently, the commonly used tooth types mainly include triangle, trapezoid, sawtooth, and rectangle.

The triangle thread is mainly used for connection, while the other three tooth patterns are used for power transmission.

Comparison of four common thread types

Fig. 4 Comparison of four common thread types

The triangle thread consists of two main types of threads: ordinary thread code M and pipe thread code G.

The M thread is the most commonly used connecting thread, and it is classified into coarse teeth and fine teeth. Fine teeth are usually employed for small or thin-walled parts.

On the other hand, pipe threads are used for connecting water pipes, gas pipes, and other pipelines.

The trapezoidal thread with code Tr is utilized for power transmission in various machine tool lead screws.

The serrated thread with code B is capable of transmitting power in only one direction.

Figure 5 displays the classification of threads according to their use and tooth type.

Fig. 5 Classification of threads

Diameter

The thread size is typically determined by the nominal diameter. However, for pipe threads, the nominal diameter is the inner diameter of the pipe (in inches), while for other threads, it is the major diameter (in metric units).

External threads are denoted by the uppercase letter “D”, while internal threads are denoted by the lowercase letter “d”. The major diameter is the diameter of an imaginary cylinder that is tangent to the crest of an external thread or the root of an internal thread. Conversely, the minor diameter is the diameter of an imaginary cylinder that is tangent to the root of an external thread or the crest of an internal thread.

The pitch diameter is a crucial parameter for achieving thread fit and strength. It is the diameter of an imaginary cylinder whose tooth width on the pitch line is equal to the adjacent tooth width.

large, medium and small diameter of external thread and internal thread

Fig. 6 large, medium and small diameter of external thread and internal thread

Number of lines

The number of thread refers to the number of spiral lines when forming threads, which can be divided into single line and multi line.

Single thread refers to the thread formed along one spiral line, and multi thread refers to the thread formed along two or more spiral lines.

single and double line thread

Fig. 7 single and double line thread

Pitch (lead)

The axial distance P between the corresponding two points on the pitch diameter line of two adjacent teeth on the thread is called the pitch;

On the same thread, the axial distance Ph between the corresponding two points of two adjacent teeth on the pitch diameter line is called the lead.

pitch and lead

Fig. 8 pitch and lead

thread direction

Fig. 9 thread direction

4. General standards of threads in various countries

The prevailing standards of threads in various countries are mainly the measurement and identification standards of class 2 threads in metric units and inch units.

Metric or international standard thread

The metric screw thread was first adopted in Central France between 1898 to 1908, and then it was widely promoted across various countries.

In China, the GB metric screw thread standard is adopted.

The metric thread code M is applicable for connecting workpieces with a diameter ranging from 0.25mm to 300mm.

The thread angle is 60°, and the top of the tooth is flat, which makes it easy to turn, while the bottom of the tooth is a circular arc that enhances the thread’s strength.

The metric thread can be classified into two categories: coarse thread and fine thread.

metric thread standard

Fig. 10 metric thread standard

British standard Wyeth thread

Originated in Britain, this thread was invented by British citizen Joseph Whitworth in 1841, hence its name.

The thread angle of this thread is 55 °, and the top and bottom of the thread are circular arc, also known as b.s.w thread.

British standard Wyeth thread standard

Fig. 11 British standard Wyeth thread standard

British standard fine thread

The thread shape of this type is similar to that of a B.S.W thread, and the thread angle is also 55°. However, it has a higher number of threads per inch, resulting in a thinner thread thickness and a stronger grip.

This type of thread is commonly used for parts that require strong roots or need to withstand high levels of vibration.

British standard fine thread standard

Fig. 12 British standard fine thread standard

American Standard thread

The American Standard thread has a flat top and bottom, providing good strength and stress resistance.

The thread angle measures 60° and its specification is expressed in teeth per inch, categorized into three levels: coarse teeth (NC), fine teeth (NF), and super fine teeth (NEF).

American Standard thread

Fig. 13 American Standard thread

Unified standard thread

The British thread, which is currently commonly used, was developed by the United States, Britain, and Canada.

In contrast to the American Standard thread, the British thread has a thread angle of 60° and its specifications are expressed by the number of teeth per inch. Additionally, it is divided into three levels: coarse tooth (UNC), fine tooth (UNF), and ultra-fine tooth (UNEF).

unified thread standards of the United States, Britain and Canada

Fig. 14 unified thread standards of the United States, Britain and Canada

German DIN round thread standard

It is the standard thread determined by din in Germany.

The thread is round, which is suitable for the connection of bulbs and rubber tubes.

The thread code is Rd.

Wyeth thread standard

Fig. 15 German DIN round thread standard

Trapezoidal Tr thread

Trapezoidal thread, also known as acme thread, is a special transmission thread that can be adjusted by nut after wear.

The thread angle when the metric thread standard is used is 30 °, and the thread angle when the British thread standard is used is 29 °.

Trapezoidal Tr thread

Fig. 16 Trapezoidal Tr thread

5. China standard metric thread identification and examples

According to China’s GB standard, the unit of measurement for ordinary thread marking is millimeters. The first letter indicates the thread code, while the second digit represents the nominal diameter, also known as the major diameter of the thread. The remaining symbols represent the tolerance code, screw length code, and screw direction code, respectively.

It is mandatory to mark the fine pitch, while the coarse pitch may be omitted.

Fig. 17 marking contents of 5 parts of ordinary thread

Code notes of each part:

The feature code represents the type of thread, with M representing an ordinary thread. The size code indicates the nominal diameter × pitch. For instance, 8X1 means that the nominal diameter is 8 and the pitch is 1.

The tolerance zone code comprises a tolerance grade (number) and a basic deviation. The external thread is represented by lowercase letters, and the internal thread is represented by uppercase letters.

The Screwing Length code uses L, N, and s to represent long, medium, and short, respectively. When the thread is of medium screwing length, the code N is not marked.

The rotation direction code is marked with LH for left-hand thread and not marked for right-hand thread.

Example interpretation

Example 1: what thread does M20x1.5LH-5g6g-S represent?

Example 2: what kind of thread does B36x14 (P7) -7H-L refer to?

Example 3: how to represent left-hand single thread fine thread ordinary thread with nominal diameter of 20 and pitch of 1.5?

6. Thread customization processing method

The thread can be customized by three methods: numerical control turning, three-axis linkage milling and tapping and threading.

Method 1 NC turning

NC turning with turning tool is the most commonly used customized processing method for single piece and small batch of threaded workpieces because of its simple structure.

Fig. 18 customized machining of turning thread

Method 2 NC Milling

In general, milling is performed using disc milling cutters or comb milling cutters.

Disc milling cutters are primarily utilized for milling trapezoidal external threads on workpieces like screw rods and worms. On the other hand, comb milling cutters are employed for milling both internal and external ordinary threads or conical threads.

Fig. 19 customized processing of NC milling thread

Method 3 tapping and threading

Tapping is to use a certain torque to screw the tap into the pre drilled bottom hole on the workpiece, so as to process the required internal thread.

Fig. 20 tapping

Threading is a forming method of cutting external thread on bar workpiece with die.

Fig. 21 threading

On one hand, the accuracy of tapping and threading depends on the precision of the tap or die used, while on the other hand, it also relies on the experience of the operator performing the task.

For several non-standard small-diameter internal threads, tapping is the only feasible method of processing.

Tapping and threading can be carried out manually or by utilizing machines such as lathes, drilling machines, tapping machines, or threading machines.

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Shane
Author

Shane

Founder of MachineMFG

As the founder of MachineMFG, I have dedicated over a decade of my career to the metalworking industry. My extensive experience has allowed me to become an expert in the fields of sheet metal fabrication, machining, mechanical engineering, and machine tools for metals. I am constantly thinking, reading, and writing about these subjects, constantly striving to stay at the forefront of my field. Let my knowledge and expertise be an asset to your business.

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