[It happens to me all the time. The wrench won’t fit, it’s too small, so I get the next larger one and it won’t fit either, it’s too large. Nothing in between? What now, darn, it’s probably ‘Whitworth’. If you play with old British cars, you have most likely run into this situation. An interesting read with the morning coffee. Unless you abhor auto parts?? Mark]
Most of us think of car parts in terms of carburetors, engines, transmissions, brakes, and so on. The most common part in any car isn’t really noticed at all until you take one apart. Even then you don’t think much about it until it comes time to put the car back together again and, suddenly, you discover that you don’t have quite as many as you should. I’m talking about the nuts and bolts that hold a car together.
To make matters more interesting, a good many of the cars we deal with don’t use nuts and bolts that can be purchased from the corner hardware store. Much maligned and misunderstood, the Whitworth hardware used on older British cars has an interesting history.
Threaded fasteners go back a long way. In 1568, the first practical screw cutting machine was invented by a French mathematician named Jacques Besson. After that, things took off…after a fashion. By 1611 the idea had caught on in England well enough for it to be mentioned in a book, the significant point being that the companion piece to any screw—the nut—was mentioned as well. While the concept was basically sound, in practice there were a few bugs to be worked out. In general, a screw is a threaded fastener that is turned into a threaded hole; a bolt passes through the hole and is secured with a nut on the other side. In the 1600’s putting something together was a real chore. Once you found a bolt you liked, you had to find a nut, and that was a matter of chance [Still is, in my garage . . . . Mark] since nobody had any idea of making the treads the same. Once you found a nut that fit, (well, sort of) the nut and bolt were tied together with string. Since the threads on any one fastener were unique, taking something apart and putting it back together again could be a lifetime occupation. Just be thankful that the car had not yet been invented.
This happy chaos continued until well into the industrial revolution, when Henry Maudslay perfected a lathe that made it possible to adjust the thread pitch of a screw. This made it possible to make large numbers of identical screws. The idea of making the bolts for one machine all the same seems to have caught on. at least with the folks who had to put them together.
Making threaded fasteners on a lathe is time consuming, and therefore expensive. In 1850 a man from New York named William Ward perfected a system for forming the threads on a bolt by heating it to 1600 degrees Fahrenheit, and then rolling it between two grooved dies. The grooves on the flat dies were forced into the bolt, and the threads were formed as the bolt rolled between the fixed and the moving die.
This same basic system is used today, the only difference being that the bolts are not heated before being rolled. “Cold” forming produces much more uniform threads, allowing closer tolerances, and because the bolts are not heated, they are stronger.
Even today, the development of this technology would not really matter if there were no national or international standards for threads on screws and bolts. We would still be buying nuts and bolts as matched pairs. The man responsible for the development of the first standards for the production of threaded fasteners Is none other than Joseph Whitworth. [Who knew?? Mark] In 1841, his paper, “A Uniform System of Screw Threads”, set forth a concept that was to revolutionize manufacturing.
His idea was simple:
- Each diameter of bolt or screw will have its own number of threads per inch (TPI)
- The angle between the side of one thread and the adjacent thread should be 55°.
- Both the crest and root of each thread should be rounded.
- The relationship of the pitch to the radius of the rounded portion of the thread is defined by a ratio of l/6th; in other words, the radius r = (1/6) x (pitch).
Finally, there was a system. If adopted, that would allow the fasteners used on one type of machine to be replaced with another “standard” fastener. The logic was hard to beat, and England adopted the system to the extent that by 1881 it was the effectively the British standard.
The Whitworth System was used as proposed for bolts and screws from 1/8″ to 4 1/4″ in shank diameter up to 1908, when an additional thread form was proposed—British Standard Fine (BSF). Presented by the British Engineering Standards Association, BSF was identical to the original Whitworth form except that the pitch was finer—meaning more threads per inch. Now a bolt with a diameter of 1/4 inch could have either 20 threads per inch (BSW) or 26 (BSF). The advantage of the finer thread pitch is two fold. A fine thread bolt is about 10% stronger than a coarse thread bolt of the same size and material. [I knew this but I didn’t know why I knew this. Mark] Fine threaded fasteners also have greater resistance to vibration. Those of you who have worked on cars with Whitworth hardware will have noticed that almost all the hardware is BSF for these reasons. Why use any coarse threaded bolts at all? Coarse thread fasteners are well suited for use in tapped holes in material softer than the bolt (such as studs in aluminum cylinder heads), and they are easier to assemble. It’s almost impossible to cross thread a coarse threaded fastener by hand.
For sizes smaller than 1/8″, the British adopted a Swiss Standard thread form for small screws and called it British Association Thread (BA). This thread form was adopted in 1903. Like the Whitworth form, it has rounded crests and roots, but the angle between adjacent faces of the screw’s threads Is 47 1/2°. Instead of being sized by fractions of an inch, they are numbered OBA, 1BA, 2BA and so on up to 22BA. For some reason, the larger the number, the smaller the screw. Other than that, the system is analogous to our “machine screw” system where numbers are used (e.g. #6, #8, #10).
A question often asked (well, once in a while anyway) is why didn’t the US adopt the Whitworth System? As it turns out, we did. By 1860, most of Europe and the US were using the system. In 1864, however, the move to establish a “National” thread system was under way. William Sellers was instrumental in persuading the Franklin Institute in Philadelphia to set up a committee whose prime goal would be to set up national (meaning American) standards. Sellers, who made machine tools, was dissatisfied with the Whitworth System on several points: The 55° angle was hard to gauge and the rounded threads caused an uncertain fit between the nut and bolt. He also argued that the rounded threads were weaker than a system he proposed where the angle between the opposing faces was 60° (not Whitworth’s 55°), and the crests and roots were flattened. The Franklin Institute adopted Seller’s system, and by 1900 it was in use throughout the US and much of Europe. The American system had both line and coarse threads called, logically enough, American National Fine (ANF) and American National Coarse (ANC).
The Whitworth system is further complicated by its tool size designations. American tools (and European for that matter) are sized by the head of the bolt or the size of the nut. A 1/2″ wrench fits a bolt with a head 1/2″ across. A Whitworth wrench is sized according to the diameter of the shank of the bolt, not the head. A 1/4 W (Whitworth) wrench is actually a bit larger than a 1/2″ American wrench—0.525″ to 0.500″. As if that wasn’t enough, in 1924 it was decided that the heads of the Whitworth bolts were too large, so they were down-sized.
The “new” bolts and nuts were made so that the old tools could still be used, but on different bolts. The old 3/8W wrench now fit the 7/16″ bolt. To enable the tools to be used easily, they are marked with both sizes. The old size, which stands for the diameter of the bolt’s shank, is marked with a “W”. The new size is marked with a “BS”, which stands for the bolt size and consequently the new wrench size. For example, the old 3/8W wrench also fits the “new” 7/16″ bolt and is therefore also marked “7/16 BS”. The head of the bolt it fits is 0.600″ across the flats, larger than 19/32″ but smaller than 5/8″. [I am so glad there isn’t a test at the end! Mark]
Because the wrenches are unique, there are no American counterparts. Use of the closest American wrench will often result in the rounding of corners and the springing of the wrench jaws.
The Whitworth System, with its associated BS thread system, was in use by British automobile manufactures until 1948, when Canada, the US, and the United Kingdom adopted a “Unified Thread System” that incorporated features of Seller’s and Whitworth’s systems. Actually, the push to standardize an international thread system was initiated during the First World War. The necessity for a system that both American and English manufactures could use was a direct result of the war effort. The fact that the allies shared much of the same machinery and equipment made interchangeable parts essential. The issue was the subject of various international conferences from 1918 to 1948, with the 2nd World War playing the role of catalyst for the adoption of the Unified system. The Unified System was adopted by the British automobile industry on a large scale in 1956, when most of the common fasteners on the cars built that year were of the Unified Thread System. The fact that the major market for these cars was in the US was no doubt a major factor in the decision. The Unified System is basically the same as the American system in use—the two thread systems were American National Coarse (ANC) and American National Fine (ANF). They became the Unified coarse and fine. A few related industries, notably SU, did not make the switch, and used Whitworth and BS hardware until they ceased production.
The Unified System was not destined to last. Having seen that everyone could change over from one system to another, the International Standards Organization launched a campaign to replace the Unified system with a version of the metric system that originated in Europe. It has been slow going. Since 1966 there has only been a partial changeover to the ISO metric system in the American and British automotive industries.
The Whitworth system should not be viewed as a stumbling block invented by the English to keep us from putting their cars back together again once we’ve managed to take them apart. I don’t believe it has anything to do with our minor disagreement back in 1776 either. The Whitworth system made it possible to manufacture complex machinery on a large scale, and it made it possible to work on that machinery without having a full-time clerk keeping track of the different nuts and bolts. Each system takes some special wrenches and sockets, and you might have to think for a minute or two about which wrench to use, but heck, if it were easy, anybody could work on these cars.