Is it a Bolt or a Screw? (Nut jobs welcome)

The term bolt in plain English has many definitions as applied to the Engineering Principle.  It can be the movable rod that slides into a socket to fasten a door.  It is the portion of a lock that moves from and back to the case.  It can be fastening rods, pins or screws, usually threaded to receive a nut.1  Other mechanical items also carry this name, but the examples here are likely the most common.  The common factor between each of these definitions is that there is an object (often rod-like) that is inserted into something else, often for the purpose of some sort of fastening.  Given this broad definition, the question might be asked, when is a bolt called a screw?  Not so fast!

Much like bolt, screw has many definitions in plain English.  As applied to the Engineering Principle, a screw can be a fastener with a tapered shank and helical thread.  It is also a threaded cylindrical rod that engages a threaded hole, and used to fasten in some fashion.2  (Of course, there’s the famous Archimedes’ screw, which fastens nothing, but sure moves a lot of water uphill.)  From the plain English definitions, one might say that ultimately all screws are bolts except for one strange caveat.  Bolt, as a fastening rod, is made to receive a nut.  From the definition for screw, it appears that screws are made to be driven into a threaded hole.  But doesn’t a nut usually have a threaded hole?  So where is the distinction?

As strange as it may seem, the distinction may simply be where the threaded fastener is torqued.  It might be said a screw is normally torqued via its head, and a bolt is normally torqued via the applied nut.  In this case, the decision whether to call the threaded fastener a bolt or a screw is based on how the fastener will normally be applied.  This is the logical conclusion if one takes the plain English definitions at face value, and willfully ignores the fact that a having a nut does not magically turn a screw into a bolt, and not having a nut does not magically turn a bolt into a screw.

So, this leads into researching the topic further, having to go back to traditional applications within the Engineering Principle for these terms.  The following is oft quoted:

Bolts are defined as headed fasteners having external threads that meet an exacting, uniform bolt thread specification (such as M, MJ, UN, UNR, and UNJ) such that they can accept a nontapered nut.  Screws are defined as headed, externally-threaded fasteners that do not meet the above definition of bolts.

I will state that I’ve seen this quoted several times, but cannot find an attributable source.  That aside, traditionally a bolt meets a particular uniform specification so that it can receive a nontapered standard nut.  Screws are everything else (such as tapered screws that form their own thread during initial insertion).  This would suggest that the terms bolt and screw are not interchangeable.  In fact, one is not a subset of the other.  It would also suggest that there is a major misuse of the term screw since almost everything labelled as a screw is really a bolt, according the above definition. 

Looking for some formal definition might be of help here.  Believe it or not, the U.S. Government has made an attempt at such in a document called What Every Member of the Trade Community Should Know About: Distinguishing Bolts from Screws.3  This document references ASME B18.2.1 1981 and Fastener Standards, 6th Edition as sources.  I do not believe either of these standards are current, even though this government document is dated January 2008.  The document authoritatively (note the sarcasm) goes on to define bolt and screw as if these standards provide a clear guidance regarding the matter of definitions.

Bolt – A bolt is an externally threaded fastener designed for insertion through the holes in assembled parts, and is normally intended to be tightened or released by torquing a nut.

Screw – A screw is an externally threaded fastener capable of being inserted into holes in assembled parts, of mating with a preformed internal thread or forming its own thread, and of being tightened or released by torquing the head.

You know what, those definitions do not seem all that unreasonable.  Of course, the U.S. Government, being what it is, needs a 21 page document to make these two statements.  (It makes comments on everything from the Internet to a plead for small businesses to rate agency responsiveness to small business needs.) 

However, English is one of those funny languages where definition of words is not by decree, but rather by use.  (I say this sarcastically since almost every language, except for a few like French and perhaps German, works in this way.  Ironically, to the best of my limited knowledge about them, neither French nor German have separate words for bolt and screw, in this context.)  How do many people use these terms?  This is not a democracy.  The majority has a say in this, but not exclusively.  Definitions are added simply by many people using a word in a particular way (majority or not).  So, the question points back to each of us.  How have you used these terms?  Is there a distinction, or are these synonyms?

In practice, when applied to threaded fasteners, my use of these terms may be simply this; a bolt is fastened with the use of a generic wrench; a screw is fastened with the use of some sort of dedicated driver, such as screw driver, hex head driver, Torx Plus driver, or torque driver.  Ironically, even these basic definitions also have many exceptions, so even these are not universal.  They certainly contradict the traditional definitions.  They also do not provide any mechanically significant functional distinction.  So, even though they may be commonly used, they do not provide any usefulness when classifying a threaded fastener.

As far as I can tell, there is no consensus on this issue.  Whether a person calls a particular threaded fastener by the term bolt or screw seems to be fairly arbitrary these days.  It is based more on personal preference, rather than any formal definition.

Drawing Revisions and PDMWorks (Part 2: Automatic Revisions)

With PDMWorks, it is possible to automatically revise a drawing’s title block and revision block upon check in.  Three things are necessary to use this functionality.  First, the drawing template will need to employ a SolidWorks Revision Table.  If someone is not familiar with how to set up revision tables, please see my previous article: Settings Up and Using SolidWorks Revision Tables faster. Second, the drawing template’s title block will need an annotation note that is linked to the custom property “Revision”.  If someone is not familiar with how to link annotation notes to custom properties, please see my previous articles about this subject:Introduction to SolidWorks Custom Properties.  Third activate the revision automation feature within the PDMWork’s VaultAdmin tool.  Of course, this will require Vault Administrator access to the VaultAdmin. The setting is found under the Revision Table tab in the General section, called “Enable Revision Table”.

Once these three items are set up, drawings will automatically revise upon check in, with updated revision and title blocks.  Control over what appears in the added revision row is within the check-in screen itself when the drawing is checked in.  Further controls can be set up to limit or automate the value for revisions so that no mistakes can be made regarding the revision level of the check-in.  Within the VaultAdmin, there is even the ability to control the number of revisions visible on a drawing.  Utilizing this set up can save substantial time and eliminate potential check-in revision identification errors.

Drawing Revisions and PDMWorks (Part 1: Letter Revision Identifiers)

Whether using actual drawings or relying on the model, and whether using a highly controlled documentation system or nearly completely uncontrolled, one will find revisions are necessary.   It is important to use them consistently.  It is important to make sure each time another person sees a drawing or model, they understand which revision is in front of them.  It is important not to reuse revisions. If there is a working copy that is incomplete, preliminary or draft, then stating such directly on the document is very important.

Also important is avoiding interpretation confusion.  If using letters to represent revision iterations, avoid using letters that resemble numbers or that can have alternative meanings.  ASME Y14.35M-1997 states that I, O, Q, S, X and Z should not be used as revision letters.  In fact, other ASME engineering drawing standards also forbid the use of these letters for other purposes as well.  The reason is that I, O, Q, S, and Z all can be misinterpreted as numbers 1, 0, 5 and 2.  When X is used, it looks like a field that requires further input.

These rules where written before the Information Age (wiki) and our reliance on computer databases, back when documentation relied on handwriting.  However, these rules are just as important in our current age as they have ever been before.  Many different types of computer fonts exist.  What looks like a 1 in one font will look like an I in another.  Even with my 20/20 vision, I will confuse S’s with 5’s in small sizes in certain common fonts.  Also, transcription errors still enter the picture, as a human who does not have direct access to the electronic database is usually involved at some point.

PDMWorks (soon to be renamed to SolidWorks Workgroup PDM by SolidWorks Corp) automatically assigns revisions to documents when they are checked-in.  There are options for the PDMWorks Administrator to use dumb ranges, or to establish a list of revision identifiers from which to pull.  Unfortunately, when using letters, PDMWorks does not automatically disregard the taboo letters.  So, I’ve made an Excel file with a list of allowed revision letters.  It can be copy-and-pasted directly into PDMWorks VaultAdmin’s Revision Scheme Listing fields.  It is available here: Allowed Revision List.

Part 2 of this article series will address using PDMWorks ability to automatically revise drawings upon check-in.