GB/T3098.7-2000 specifies the mechanical properties of self-tapping screws made from carburized steel. This standard ensures that these fasteners meet rigorous performance criteria for applications requiring reliable threading and strength. Below, we detail the key aspects of materials, mechanical properties, test methods, and related requirements.

Matériels

Self-tapping screws shall be manufactured from carburized steel via cold heading. The chemical composition provided in Table 1 serves as a guideline.

Table 1: Chemical Composition
AnalysisCarbon (%)Manganese (%)
Ladle0.15~0.250.70~1.65
Check0.13~0.270.64~1.71

Note: Boron content may reach 0.005% if controlled by additions of titanium and/or aluminum to render it ineffective.

Mechanical and Performance Properties

4.1 Properties and Test Methods

The mechanical and performance properties, along with their requirements and test methods, are outlined in Table 2.

Table 2: Mechanical and Performance Properties
PropertyRequirement (Clause or Table)Test Method (Clause)
Core Hardness4.35.1
Surface Hardness4.35.2
Case Depth4.4, Table 45.3
Torsional Strength4.5, Table 35.4
Head Soundness4.65.5
Driveability4.7, Table 35.6
Hydrogen Embrittlement Resistance4.85.7
Core Hardness after Retempering4.95.8
Tensile Strength4.10, Table 35.9

4.2 Heat Treatment

Finished screws shall undergo case hardening and tempering. The minimum tempering temperature is 340°C, and they must comply with the mechanical and performance requirements in Table 3.

Table 3: Mechanical and Performance Requirements
Nominal Thread Diameter (mm)Minimum Torsional Strength (N·m)Maximum Drive Torque (N·m)Minimum Tensile Load (Reference) (N)
20.50.31940
2.51.20.63150
32.11.14680
3.53.41.76300
44.92.58170
510513200
6178.518700
8422134000
10854353900
121507578400

4.3 Hardness

Core hardness shall be 290~370 HV10, and minimum surface hardness shall be 450 HV0.3.

4.4 Case Depth

The case depth shall comply with Table 4.

Table 4: Case Depth
Nominal Thread Diameter (mm)Minimum (mm)Maximum (mm)
2, 2.50.040.12
3, 3.50.050.18
4, 50.10.25
6, 80.150.28
10, 120.150.32

4.5 Torsional Strength

When tested per 5.4, the torsional strength shall meet Table 3. Fracture shall not occur in the clamped thread portion.

4.6 Head Soundness

When tested per 5.5, no cracks shall appear at the head-shank junction when the head bearing surface deforms permanently to a 7° angle with the plane perpendicular to the screw axis. The test is passed if the head does not break off, even if fracture occurs at the first thread.

4.7 Thread Forming Ability

Screws without permanent thread deformation (checked under 10x magnification) shall form mating internal threads in the test plate per 5.6. Drive torque shall not exceed Table 3 values. The formed internal thread shall accept an external thread per GB/T 197 with 6h tolerance and withstand proof loads for property class 8 per GB/T 3098.2.

4.8 Hydrogen Embrittlement Resistance

Self-tapping screws, especially electroplated ones, are susceptible to hydrogen embrittlement. Processes shall be checked per GB/T 3098.17 (parallel bearing surface method) to control hydrogen-related risks. If embrittlement is detected, processes must be improved. Electroplated screws shall undergo hydrogen expulsion per GB/T 5267.

Note: Non-electrolytic zinc flake coatings per ISO 10683 are recommended.

4.9 Core Hardness after Retempering

When tested per 5.8, the core hardness reduction after retempering shall not exceed 20 HV.

4.10 Tensile Strength

For screws with length ≥12 mm or ≥3d, tensile testing may be agreed upon by supplier and purchaser. Note: Table 3 tensile loads are for reference only.

Méthodes d'essai

5.1 Core Hardness Test

Core hardness shall be measured at half the radius on a cross-section away from the end and through the minor diameter, per GB/T 4340.1.

5.2 Surface Hardness Test

Routine testing may be at the end, shank, or head (if geometry allows). Testing per GB/T 4340.1 after coating removal. For arbitration, use Vickers microhardness (HV0.1) on profiles ≥0.05 mm from edge for diameters ≥4 mm; negotiate for <4 mm.

5.3 Case Depth Test

Case depth is the perpendicular distance from surface to point where hardness is core hardness +30 HV0.3. For arbitration, use microhardness (HV0.3).

5.4 Torsional Strength Test

Clamp screw with at least two full threads in fixture and two exposed. Apply torque until failure; value shall meet Table 3.

5.5 Head Soundness Test

Insert screw into wedge with hole diameter = nominal +0.05 mm (≤M6) or +0.1 mm (>M6~M12). Apply axial load until 7° deformation. Not for countersunk screws.

5.6 Driveability Test

Drive screw into test plate (low-carbon steel, 140~180 HV30, thickness = nominal diameter, hole per Table 5) until one thread protrudes. Initial axial force: ≤50 N (≤M5), ≤100 N (>M5). Speed ≤30 r/min for arbitration. Maximum torque is drive torque; lubricants allowed.

Table 5: Test Plate Thickness and Hole Diameter
Nominal Thread Diameter (mm)22.533.545681012
Thickness (mm)22.533.545681012
Hole Diameter (mm)Max1.8252.2752.7753.183.684.535.437.3369.23611.143
Min1.82.252.753.153.654.55.47.39.211.1

Note: Test plate thickness tolerance per GB/T 709.

5.7 Hydrogen Embrittlement Test

Per GB/T 3098.17.

5.8 Retempering Test

Difference in average core hardness (three points) before/after retempering (330°C, 1h) ≤20 HV. For arbitration only.

5.9 Tensile Test

Clamp screw with ≥6 threads exposed. Apply axial load ≤25 mm/min until fracture, which shall be in shank or thread, not head junction.

Torque Wrenches

Torque wrenches for torsional and driveability tests shall have measurement error within ±3% of specified value. Manual wrenches for arbitration.

Marking

7.1 Marking Symbol

Case-hardened and tempered self-tapping screws marked with “-O-”.

7.2 Identification

Case-hardened screws shall bear recessed or raised marking per 7.1. Mandatory for hex or hexalobular heads ≥5 mm, preferably on head. Other types by agreement.

7.3 Manufacturer’s Mark

Manufacturer’s trademark or identification mandatory on all marked products.

FAQ

What is the minimum tempering temperature for self-tapping screws per this standard?
The minimum tempering temperature is 340°C to ensure compliance with mechanical properties like hardness and strength.
How is hydrogen embrittlement addressed in electroplated screws?
Processes are checked per GB/T 3098.17, and hydrogen expulsion is required per GB/T 5267. Non-electrolytic coatings like zinc flake per ISO 10683 are recommended to minimize risk.
What are the core and surface hardness requirements?
Core hardness must be 290~370 HV10, and surface hardness at least 450 HV0.3, ensuring durability and thread-forming capability.
For which screw sizes is tensile testing optional?
Tensile testing is optional by agreement for screws with length ≥12 mm or ≥3 times nominal diameter, with reference loads in Table 3.
What marking is required for case-hardened self-tapping screws?
The symbol “-O-” must be applied, along with the manufacturer’s trademark, especially on heads of diameters ≥5 mm for hex types.
How is case depth measured and what are the limits for a 4 mm screw?
Measured per 5.3 using HV0.3; for 4 mm, minimum 0.1 mm and maximum 0.25 mm to balance hardness and toughness.