SAAE1
SAAE1
SAAE1
RATIONALE
SAE J78 is being revised to update some of the testing procedures and add requirements for point Styles 2, 3, 4, and 5,
which are in common use.
1. SCOPE
1.1 General
This SAE Standard covers the dimensional and general specifications, including performance requirements, for carbon steel
self-drilling tapping screws suitable for use in general applications having point Styles 2, 3, 4, and 5.
It is the objective of this document to ensure that carbon steel self-drilling tapping screws, by meeting the mechanical and
performance requirements specified, shall drill a hole and form or cut mating threads in materials into which they are driven
without deforming their own thread and without breaking during assembly.
The two types of self-drilling tapping screws covered by this document are designated and described as follows:
Type BSD screws shall have spaced threads with drill points of varying configuration, designated Style 2, Style 3, Style 4,
and Style 5 designed to accommodate different panel thickness conditions as delineated in Section 6.
Type CSD screws shall have threads of machine screw diameter-pitch combinations approximating unified form with drill
points of varying configuration, designated Style 2, Style 3, Style 4, and Style 5 designed to accommodate different panel
thickness conditions as delineated in Section 6. Type CSD screws are not subject to thread gaging but shall meet
dimensions specified in this document. They are intended for application where the use of a machine screw pitch thread is
preferred over the spaced thread.
The head types and drive types applicable to self-drilling tapping screws covered by this document shall include those
specified in ASME B18.6.3, except for slotted head and hex (non-washer) head designs which are not recommended for
self-drilling screws.
__________________________________________________________________________________________________________________________________________
SAE Executive Standards Committee Rules provide that: “This report is published by SAE to advance the state of technical and engineering sciences. The use of this report is
entirely voluntary, and its applicability and suitability for any particular use, including any patent infringement arising therefrom, is the sole responsibility of the user.”
SAE reviews each technical report at least every five years at which time it may be revised, reaffirmed, stabilized, or cancelled. SAE invites your written comments and
suggestions.
Copyright © 2021 SAE International
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted, in any form or by any means, electronic, mechanical, photocopying,
recording, or otherwise, without the prior written permission of SAE.
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Tel: +1 724-776-4970 (outside USA)
For more information on this standard, visit
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2. REFERENCES
The following publications form a part of this specification to the extent specified herein. Unless otherwise indicated, the
latest issue of SAE publications shall apply.
Available from SAE International, 400 Commonwealth Drive, Warrendale, PA 15096-0001, Tel: 877-606-7323 (inside USA
and Canada) or +1 724-776-4970 (outside USA), www.sae.org.
Available from ASME, P.O. Box 2900, 22 Law Drive, Fairfield, NJ 07007-2900, Tel: 800-843-2763 (U.S./Canada),
001-800-843-2763 (Mexico), 973-882-1170 (outside North America), www.asme.org.
ASME B18.6.3 Machine Screws, Tapping Screws, and Metallic Drive Screws
ASME B18.21.1 Washers: Helical Spring-Lock, Tooth Lock, and Plain Washers
Available from ASTM International, 100 Barr Harbor Drive, P.O. Box C700, West Conshohocken, PA 19428-2959,
Tel: 610-832-9585, www.astm.org.
3. DIMENSIONAL REQUIREMENTS
Dimensions and general specifications applicable to heads, body, and screw length for Type BSD and Type CSD screws
shall conform to those specified for Type B and Type C tapping screws, respectively, as specified in ASME B18.6.3, except
as specified in 3.2 to 3.4.
3.2 Heads
The underside on all non-countersunk styles of heads on milled point self-drilling screws may be chamfered at the periphery
of head in accordance with the dimensions specified in Figure 1 and Table 1 and/or may be undercut into the bearing
surface of the head as shown in Figure 2 at the discretion of the manufacturer to facilitate threading close to the head.
Table 1 - Head chamfer dimensions for milled point self-drilling tapping screws in figure 1
U U R1 R2
Nominal Washer Washer Chamfer Height Chamfer Height
Screw Thickness Thickness Hex Washer Heads Recessed Heads
Size Max Min Ref Ref
4 0.030 0.020 0.015 0.015
6 0.040 0.025 0.015 0.015
8 0.050 0.035 0.020 0.015
3.3 Eccentricity
Hex and hex washer heads shall not be eccentric with the axis of screw by an amount equal to more than 4% of the basic
screw diameter.
The recess in recessed head screws shall not be eccentric with the axis of screw by an amount equal to more than 4% of
the basic screw diameter.
A firm fit between the driver bit and recess is critical for the proper driving of self-drilling screws. All recessed screws made
to this standard shall conform to the wobble requirements specified in ASME B18.6.3.
For screws of nominal lengths equal to or shorter than 1.50 inches, the full form threads shall extend close to the head such
that the specified minor diameter limits are maintained to within one pitch (thread), or closer if practicable, of the underside
of the head. There shall be no threading into the underhead fillet. See Figure 3. For screws of nominal lengths longer than
1.50 inches, the length of full form thread shall be as specified by the purchaser.
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For screws of nominal lengths equal to or shorter than 1.50 inches, the full form threads shall extend close to the head such
that the specified major diameter limits are maintained to within two pitches (threads), or closer if practicable, of the
underside of the head. There shall be no threading into the underhead fillet. See Figure 4. For screws of nominal lengths
longer than 1.50 inches, the length of full form thread shall be as specified by the purchaser.
The threads and points applicable to screws covered by this document are generally described under 1.2. They shall
conform to the dimensions specified in Tables 2A and 2B.
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Table 2A - Dimensions of threads and points for types BSD and CSD self-drilling tapping screws Styles 2 and 3 (Figure 5)(1)
8 0.1640 18 0.166 0.161 0.122 0.116 0.211 0.251 32 0.1640 0.1586 0.162 0.202
10 0.1900 16 0.189 0.183 0.141 0.135 0.235 0.300 24 0.1900 0.1834 0.193 0.258
12 0.2160 14 0.215 0.209 0.164 0.157 0.283 0.353 24 0.2160 0.2094 0.223 0.293
1/4 0.2500 14 0.246 0.240 0.192 0.185 0.318 0.393 20 0.2500 0.2428 0.275 0.350
(1)
Drill portion of points may be milled and/or cold formed and details of point taper and flute design shall be optional with the manufacturer, provided the screws meet the performance requirements specified in this
document and are capable of drilling the maximum panel thicknesses shown in Table 9 prior to thread pickup.
(2)
Where specifying nominal size in decimals, zeros preceding decimal and in fourth decimal place shall be omitted.
(3)
Protrusion allowance Z is the distance, measured parallel to the axis of screw, from the extreme end of the point to the first full form thread beyond the point and encompasses the length of drill point and the tapered
incomplete threads. It is intended for use in calculating the maximum effective design grip length Y on the screw in accordance with the following: Y = L min – z.
Table 2B - Dimensions of threads and points for types BSD and CSD self-drilling tapping screws Styles 4 and 5 (Figure 5)(1)
12 0.2160 14 0.215 0.209 0.164 0.157 0.500 0.730 24 0.2160 0.2078 0.500 0.650
1/4 0.2500 14 0.246 0.237 0.192 0.185 0.500 NA 20 0.2500 0.2428 0.515 0.650
(1)
Drill portion of points may be milled and/or cold formed and details of point taper and flute design shall be optional with the manufacturer, provided the screws meet the performance requirements specified in this
document and are capable of drilling the maximum panel thicknesses shown in Table 9 prior to thread pickup.
(2)
Where specifying nominal size in decimals, zeros preceding decimal and in fourth decimal place shall be omitted.
(3)
Protrusion allowance Z is the distance, measured parallel to the axis of screw, from the extreme end of the point to the first full form thread beyond the point and encompasses the length of drill point and the tapered
incomplete threads. It is intended for use in calculating the maximum effective design grip length Y on the screw in accordance with the following: Y = L min – z.
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Table 2A - Dimensions of threads and points for types BSD and CSD self-drilling tapping screws Styles 2 and 3 (Figure 5)(1) (continued)
Types BSD Types BSD Types BSD Types BSD Types BSD Types BSD Types BSD Types BSD
and CSD and CSD and CSD and CSD and CSD and CSD and CSD and CSD
L L L L L L L L
Minimum Practical Minimum Practical Minimum Practical Minimum Practical Minimum Practical Minimum Practical Minimum Practical Minimum Practical
Nominal Nominal Nominal Nominal Nominal Nominal Nominal Nominal
Screw Lengths Screw Lengths Screw Lengths Screw Lengths Screw Lengths Screw Lengths Screw Lengths Screw Lengths
Nominal (Ref) (Ref) (Ref) (Ref) (Ref) (Ref) (Ref) (Ref)
Size(2) Style 2 Points Style 2 Points Style 2 Points Style 2 Points Style 3 Points Style 3 Points Style 3 Points Style 3 Points
or Basic Formed Formed Milled Milled Formed Milled Formed Milled
Screw 90 Deg Csk 90 Deg Csk 90 Deg Csk 90 Deg Csk
Diameter Heads Heads Heads Heads Heads Heads Heads Heads
Table 2B - Dimensions of threads and points for types BSD and CSD self-drilling tapping screws Styles 4 and 5 (Figure 5)(1) (continued)
Types BSD Types BSD Types BSD Types BSD Types BSD Types BSD Types BSD Types BSD
and CSD and CSD and CSD and CSD and CSD and CSD and CSD and CSD
L L L L L L L L
Minimum Practical Minimum Practical Minimum Practical Minimum Practical Minimum Practical Minimum Practical Minimum Practical Minimum Practical
Nominal Nominal Nominal Nominal Nominal Nominal Nominal Nominal
Screw Lengths Screw Lengths Screw Lengths Screw Lengths Screw Lengths Screw Lengths Screw Lengths Screw Lengths
Nominal (Ref) (Ref) (Ref) (Ref) (Ref) (Ref) (Ref) (Ref)
Size(2) Style 4 Points Style 4 Points Style 4 Points Style 4 Points Style 5 Points Style 5 Points Style 5 Points Style 5 Points
or Basic Formed Formed Milled Milled Formed Milled Formed Milled
Screw 90 Deg Csk 90 Deg Csk 90 Deg Csk 90 Deg Csk
Diameter Heads Heads Heads Heads Heads Heads Heads Heads
Screws shall be made from cold heading quality, killed steel wire conforming to the chemical composition in Table 3:
Screws shall be heat treated in a carbonitriding or gas-carburizing system. Cyaniding systems may be approved by the
purchaser when it is shown that a continuous flow (no batch) quenching process which consistently produces uniform case
and core hardnesses is employed.
Screws shall have a total case depth conforming to the tabulation in Table 4:
Total case depth shall be measured at a midpoint between crest and root on the thread flank. The recommended technique
for measuring case depth is given in Appendix A. Total case depth is the distance measured perpendicularly from the
surface of a hardened case to a point where differences in chemical or physical properties of the case and core can no
longer be distinguished (refer to SAE J423) or when the microhardness converted to HRC is 42.
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Screws shall have a surface hardness equivalent to 50 to 56 HRC. For the purpose of the routine testing or a quick check,
the surface hardness may be checked by the use of HR15N, knoop or pyramid indenter. The method selected shall be
dependent on the size of the product and testable area. The readings may be taken on the surface with light surface
preparation. In the event that a hardness lower than specification is obtained, the Referee Method described as follows will
prevail.
The hardness reading shall be taken 0.002 inch below the surface of the screw using a microhardness instrument with a
knoop or pyramid indenter and a 500-g load. In cases where the total case depth is 0.004 inch or less, the reading may be
taken 0.001 inch below the surface of the screw using 100-g load used.
For the purposes of measuring surface hardness and case depth, the readings will be taken on specimens which have been
sectioned in a tolerance zone from true center to above center in order to ensure adequate support in the mounting media.
When measuring the apparent major diameter on the sectioned metallographic specimen, the apparent major diameter shall
be no less than 95% of the minimum major diameter permitted for the size of fastener being tested.
Screws shall have a core hardness equivalent to Rockwell C32-38 when measured at mid-radius of a transverse section
through the screw taken at a distance sufficiently behind the point of the screw to be through the full minor diameter.
4.3 Ductility
Heads of screws shall not separate completely from the shank when a permanent deformation is induced between the plane
of the under head bearing surface and a plane normal to the axis of the screw, when tested in accordance with 4.3.1.
4.4 Finish
Unless otherwise specified, screws shall be supplied with a natural (as processed) finish, unplated or uncoated. When
electroplated finishes are specified by the purchaser the requirements of ASTM F1941/F1941M shall be applied.
The hydrogen embrittlement test specified in ASME B18.6.3 shall be performed on all plated or coated screws. When
necessary, the hole sizes in the test plates may be enlarged enough for the points to pass freely through the test plates
before the threading begins.
4.4.2 In cases where screws are plated or coated following delivery to the purchaser (or where plating or coating of
screws is otherwise under the control of the purchaser), the screw producer shall not be responsible for failures of
screws to meet mechanical or performance requirements due to plating or coating. In such cases, additional screws
from the same lot shall be stripped of plating or coating, baked, lubricated with machine oil, and retested in the
natural finish.
Screws shall not fail with the application of a torque less than the torsional strength torque specified in Table 5, when tested
in accordance with 5.1.1.
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Minimum Minimum
Torsional Torsional
Strength Strength
Nominal lb-in lb-in
Screw Type Type
Size BSD CSD
4 14 14
6 24 24
8 42 48
10 61 65
12 92 100
1/4 150 156
The torsional strength test shall be performed in accordance with the procedure in ASME B18.6.3, except when the point
diameter prohibits adequate clamping on the threads, the points may be removed at the intersection of the point and thread.
Sample screws shall be selected at random from the lot and shall be used to drill holes and form or cut mating threads in a
test plate. The time in seconds for the screw to drill and thread a hole completely through the test plate shall be recorded.
The test plate material and thickness, and load applied against the screw during drilling and threading, and the other test
conditions are specified in Table 6. Each screw shall be used to drill and thread only one hole. A typical drill drive test fixture
is depicted in Figure 7.
Time to Drill
Test Plate Test Plate Axial Loading,(2) Axial Loading,(2) Axial Loading,(2) and Form
Nominal Thickness,(1) Thickness,(1) Pounds Pounds Pounds Thread,(3)
Screw Inch Inch A B C Seconds
Size Max Min Max Max Max Max
4 0.068 0.055 25 30 40 2.0
6 0.068 0.055 30 35 45 2.5
8 0.068 0.055 30 35 45 3.0
The drill-drive test shall be conducted in accordance with the sampling plan in Table 7:
If the actual time for each of the sample screws to drill and thread a hole does not exceed the maximum time specified in
Table 6, the lot shall be acceptable. If one or more of the test times exceed the maximum specified in Table 6, a retest shall
be made using twice the original sample size. The lot shall then be acceptable in accordance with Table 8:
When requested by the purchaser, any style may be tested into the maximum panel/plate thickness specified in Table 9.
The point of the screw shall pass completely through the test panel/plate without point or thread distortion. The test
panel/plate (see Figures 9A and 9D) shall be cold rolled steel (Rockwell B60-85). Other test parameters (i.e., axial load,
RPMs, and drill time) shall be as agreed upon between supplier and purchaser.
When required by the purchaser on the quote and purchasing documents to determine that the drill point does not drill an
oversize hole that would cause a loss of thread engagement and result in premature stripping of the mating thread, a drill
hole size test may be conducted in accordance with 5.4.1. The diameter of the hole drilled by the screw shall not exceed
the point diameter of the test screw by more than 0.005 inch.
The sample screw shall be inserted through a sleeve or collar (Figure 8) having an inside diameter of approximately
0.010 inch greater than the major diameter of the screw. The length of sleeve or collar should be such that sufficient
unthreaded point length extends through the sleeve or collar to drill a hole through the minimum thickness material specified
in Table 6 without thread pickup. After the hole is drilled in the test plate, the screw shall be removed and the diameter of
the drilled hole gaged.
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Screw point style selection should be made on the basis of the recommended panel thicknesses specified in Table 9. For
multi-panel applications which exceed the thickness tabulated, clearance holes should be provided in the uppermost panel
or panels to reduce the thickness to be drilled by the screw.
Driving tools which operate between 1800 and 3000 rpm are commonly used for self-drilling tapping screw applications.
Nominal P(1)
Screw Point Screw Recommended Panel
Type Style Size Thickness, Inch
4 0.080 max
6 0.090 max
2 8 0.100 max
10 0.110 max
12 0.140 max
1/4 0.175 max
7. NOTES
A change bar (l) located in the left margin is for the convenience of the user in locating areas where technical revisions, not
editorial changes, have been made to the previous issue of this document. An (R) symbol to the left of the document title
indicates a complete revision of the document, including technical revisions. Change bars and (R) are not used in original
publications, nor in documents that contain editorial changes only.
The recommended method for measuring case depth is to check it in the hardened condition in accordance with SAE J423,
5.3.1 using a magnification of 100X.
Screws shall meet performance requirements and tests as defined by Section 5. Hardness at the maximum case depth as
defined by 4.2.2 shall not exceed 42 HRC when read with a microhardness instrument using a knoop or pyramid indenter
and a 500-g load and converting to HRC. This is required to ensure that the total case does not exceed the maximum
specified depth.
Figures A1A to A1D illustrate comparisons between the structure of case and core produced by the method recommended
herein and a regular quenched and tempered structure. Case depths were measured on each of three screws after
carbonitriding and microhardness traverses were run. The same parts were then water-quenched from 777 °C (1430 °F)
and case depths were again measured. Results of each method appear under the photographs.