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GuidePublished 14 Aug 20267 min readBy Kevin JoginMachine DesignFasteners and JointsSelf-Threading ScrewsThread Inserts and Hole Design

Engineering · Machine Design · Fasteners and Joints

Self-Threading Screws, Thread Inserts and Hole Design: Torsional Strength Reference

Engineering handbook for self-threading screws, thread inserts and hole design, covering torsional strength reference: inch bf/bt screws, how to correctly...

Executive summary

This handbook section converts the supplied engineering material into a practical, source-controlled reference. It concentrates on the following learning outcomes.

Torsional Strength Reference: Inch BF/BT Screws
How to Correctly Designate a Metric BF or BT Screw
Worked Examples
Designation Breakdown
The Universal Takeaway: The Decision Framework
Quick Reference: BF/BT at a Glance

Torsional Strength Reference: Inch BF/BT Screws

Per ANSI B18.6.4-1981 (R1991), minimum torsional strength requirements (in pound-inches) apply to tapping screws. Types AB, B, BF, BP, and BT share the same torsional strength column:

Screw Size Types AB, B, BF, BP, BT (lb-in)
2 4
3 9
4 13
5 18
6 24
7 30
8 39
10 56
12 88
1/4 142
5/16 290
3/8 590
7/16 620
1/2 1020

Use torsional strength to validate your drive tool torque setting. Set your power driver clutch well below these values — typically at 60–70% — to account for installation variability and prevent cam-out or drive recess damage.



How to Correctly Designate a Metric BF or BT Screw

Per ANSI/ASME B18.6.5M-1986, the method of designation follows this sequence:

[Nominal Size] × [Thread Pitch] × [Nominal Length] [Type] [Head Style] [Driving Provision] [Material] [Finish]


Worked Examples

4.2 × 1.4 × 13   Type BF, Type 1 Cross Recessed Oval Countersunk Head Tapping Screw, Steel, Chromium Plated

6.3 × 1.8 × 25   Type BT, Slotted Pan Head Tapping Screw, Corrosion Resistant Steel

2.9 × 1 × 10     Type BF, Hex Flange Head Tapping Screw, Steel, Zinc Plated

Designation Breakdown

Element What It Communicates
4.2 × 1.4 Nominal diameter 4.2 mm; thread pitch 1.4 mm
× 13 Nominal screw length 13 mm
Type BF Thread-cutting, spaced thread, blunt point with cutting slot
Type 1 Cross Recessed Specific drive recess geometry (Type I, IA, II, or III)
Oval Countersunk Head 90–92° conical bearing surface with rounded top
Steel Carbon steel base material
Chromium Plated Protective/decorative surface finish

Never abbreviate or reorder this designation when creating purchase orders or engineering drawings. Ambiguous callouts are the single most common source of incorrect fasteners being supplied from stock.



The Universal Takeaway: The Decision Framework

Use the following decision tree every time you are specifying a self-threading screw for a non-metal or cast metal application:

START: What is your substrate material?
│
├── RESILIENT / DUCTILE PLASTIC (polyethylene, polypropylene, nylon, TPE)?
│   └── Thread-forming screws acceptable → Types AB, B, or BP
│
├── RIGID / BRITTLE PLASTIC (ABS, polycarbonate, acrylic, phenol formaldehyde,
│   cellulose acetate, styrene resin)?
│   └── Thread-CUTTING screws required → Types BF or BT
│       │
│       ├── Softer brittle plastic or asbestos composition?
│       │   └── Consider Type BF (gentler cutting geometry)
│       │
│       └── Harder brittle plastic or tight torque control needed?
│           └── Prefer Type BT (more aggressive 90–95° flute geometry)
│
├── DIE CAST ZINC or ALUMINUM?
│   └── Thread-cutting → Types BF, BT, D, F, or T (BF/BT preferred for softer alloys)
│
└── STEEL SHEET or STRUCTURAL STEEL?
    └── Types D, F, G, or T — machine screw thread series


Quick Reference: BF/BT at a Glance

Parameter BF BT
Thread type Spaced, same as Type B Spaced, same as Type B
Point Blunt, tapered entering threads with unfinished crests Blunt, tapered entering threads with unfinished crests
Cutting feature Slot/flute; may be one pitch short of first full form thread 90–95° flute; cutting edge above screw axis
Applications Plastics, asbestos, similar materials Plastics, asbestos, similar materials
Governing standard (metric) ANSI/ASME B18.6.5M-1986 ANSI/ASME B18.6.5M-1986
Governing standard (inch) ANSI B18.6.4-1981 (R1991) ANSI B18.6.4-1981 (R1991)
Size range (metric) 2.2 mm to 9.5 mm 2.2 mm to 9.5 mm
Typical materials Carbon steel, corrosion-resistant steel, Monel, brass, aluminum alloy Same
Hole data source ANSI/ASME B18.6.5M-1986 Tables 7–11 ANSI/ASME B18.6.5M-1986 Tables 7–11
Preferred head types Pan, Hex, Hex Flange, Flat/Oval Countersunk Same
Body diameter (unthreaded) Min: ≥ min minor dia. / Max: ≤ max major dia. Same


Master Formula Card

For those engineering boss geometry for plastic assemblies, three relationships govern whether the assembly will succeed:

Effective Thread Engagement:

Le=LscrewLtaperL_e = L_{screw} - L_{taper}

Where:

  • LeL_e = effective thread engagement length
  • LscrewL_{screw} = nominal screw length
  • LtaperL_{taper} = point taper length (Y from dimension tables)

Minimum effective engagement is 3–4 full thread pitches in plastic substrates. Below this, pull-out strength drops sharply.


Boss Wall Thickness (minimum recommended for plastic):

twall0.8×Dmajort_{wall} \geq 0.8 \times D_{major}

Where:

  • twallt_{wall} = boss wall thickness
  • DmajorD_{major} = screw major diameter

For brittle plastics (acrylic, phenol formaldehyde), increase this to:

twall1.0×Dmajort_{wall} \geq 1.0 \times D_{major}


Pilot Hole Diameter Selection Principle:

The pilot hole diameter for BF/BT in plastic is not the minor diameter — it is larger, because the cutting action needs room to form the chip:

DpilotDminor+(0.10 to 0.15×P)D_{pilot} \approx D_{minor} + (0.10 \text{ to } 0.15 \times P)

Where:

  • DpilotD_{pilot} = pilot hole diameter
  • DminorD_{minor} = screw minor diameter
  • PP = thread pitch

This relationship explains why hole size data tables scale with both screw size and material thickness — thicker sections require slightly larger holes to reduce driving torque and internal stress.



Common Failure Modes and Prevention

Failure Mode Root Cause Prevention
Cracked boss Thread-forming screw used in brittle plastic Switch to BF or BT; verify hole size
Stripped thread on installation Pilot hole too large Use table-specified hole size; verify drill calibration
Screw spins without torque Pilot hole too large or insufficient penetration Increase penetration depth; verify minimum engagement
Drive recess cam-out Drive torque too high; wrong driver bit Calibrate clutch to 60–70% of torsional strength limit
Cross-threading Misaligned entry; blunt point damage Verify point geometry before use; correct driver alignment
Corrosion Wrong material or finish for environment Specify corrosion-resistant steel or appropriate coating
Loose joint (vibration) Thread-forming screws used where they generate insufficient stress Correct if substrate is resilient — thread-forming screws actually resist loosening via compression stress
Loose joint in brittle plastic Cracked boss (see above) Switch to thread-cutting type; redesign boss if needed


Final Checklist Before You Place an Order

Before specifying or ordering BF or BT screws, confirm:



What To Do Next

Every plastic assembly you work on from this point forward should have a documented fastener type justification. Not just the size — the type.

If you are reviewing existing designs that use Type B screws in plastic housings and those designs have a field failure history of cracked bosses or stripped threads, the screw type is likely the culprit.

Pull the part. Measure the boss. Check the hole size. Run a comparison with BF or BT. The material cost difference is negligible. The field failure cost is not.

The question to ask yourself right now: In your current project or product, did you verify that your plastic self-threading screw type matches the ductility of your specific substrate — or did you select it based on size alone?

That single question is worth more than any catalogue search.


Standards referenced: ANSI/ASME B18.6.5M-1986 (Metric Thread Forming and Thread Cutting Tapping Screws); ANSI B18.6.4-1981 (R1991) (Self-Tapping and Metallic Drive Screws). All dimensional data preserved from source standard. Dimensions in metric tables are in millimeters unless stated. Dimensions in inch tables are in decimal inches unless stated.

Engineering use and verification

Begin with load paths, motion, interfaces and credible failure modes. Define duty cycle, environment, alignment, lubrication, manufacturing variation and maintenance access before choosing a component. Check static strength, fatigue, stiffness, heat, wear and fastening together because improving one constraint can worsen another. Record assumptions and verify the assembled system, not just catalogue ratings for isolated parts.

  • Confirm scope, assumptions, interfaces and required outcome.
  • Use one controlled unit system and show every conversion.
  • Identify current project, customer and regulatory requirements.
  • Separate source examples from mandatory acceptance criteria.
  • Check calculations, tables and selections by an independent method.
  • Verify safety, maintainability and credible failure modes.
  • Record evidence, revisions, approvals and unresolved limitations.
  • Validate the result under representative operating conditions.

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