The History of Early and Modern Screws and Screwdrivers

08 Jul.,2024

 

The History of Early and Modern Screws and Screwdrivers

A screw is any shaft with a corkscrew-shaped groove formed on its surface. Screws are used to fasten two objects together. A screwdriver is a tool for driving (turning) screws; screwdrivers have a tip that fits into the head of a screw.

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Early Screws

Around the first century CE, screw-shaped tools became common, however, historians do not know who invented the first. Early screws were made from wood and were used in wine presses, olive oil presses, and for pressing clothes. Metal screws and nuts used to fasten two objects together first appeared in the fifteenth century.

In , English instrument maker, Jesse Ramsden (&#;) invented the first satisfactory screw-cutting lathe, and went on to inspire other inventors. In , Englishman Henry Maudslay (&#;) invented a large screw-cutting lathe that made it possible to mass-produce accurately sized screws. In , American machinist David Wilkinson (&#;) also invented machinery for the mass production of threaded metal screws.

Robertson Screw

In , square-drive screws were invented by Canadian P. L. Robertson (&#;), 28 years before Henry Phillips patented his Phillips head screws, which are also square-drive screws. The Robertson screw is considered the "first recess-drive type fastener practical for production usage." The design became a North American standard, as published in the "Industrial Fasteners Institute Book of Fastener Standards." A square-drive head on a screw is an improvement over the slot head because the screwdriver will not slip out of the screw's head during installation. The early 20th century Model T car made by the Ford Motor Company (one of Robertson's first customers) used over seven hundred Robertson screws.

Phillips Head Screw and Other Improvements

In the early s, the Phillips head screw was invented by Oregon businessman Henry Phillips (&#;). Automobile manufacturers now used car assembly lines. They needed screws that could take greater torque and could provide tighter fastenings. The Phillips head screw was compatible with the automated screwdrivers used in an assembly line.

A hexagonal or hex screw head has a hexagonal hole turned by an Allen key. An Allen key (or Allen wrench) is a hexagonally shaped turning tool (wrench), was first produced by William G. Allen of the Allen Manufacturing Company in Connecticut; who patented it first debatable.

In , the flat-bladed bit for the carpenter's brace was invented, the precursor to the first simple screwdriver. Handheld screwdrivers first appeared after .

Types of Screws

Myriad types of screws have been invented to perform specific tasks.

  • A cap screw has a convex head, usually hexagonal, designed to be driven by a spanner or wrench.
  • The wood screw has a tapered shaft allowing it to penetrate the undrilled wood.
  • The machine screw has a cylindrical shaft and fits into a nut or a tapped hole, a small bolt.
  • The self-tapping screw has a cylindrical shaft and a sharp thread that cuts its own hole, often used in sheet metal or plastic.
  • A drywall screw is a specialized self-tapping screw with a cylindrical shaft that has proved to have uses far beyond its original application.
  • The set screw has no head at all and is designed to be inserted flush with or below the surface of the work piece.
  • The double-ended screw is a wood-screw with two pointed ends and no head. It is used for making hidden joints between two pieces of wood.

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Shapes of Screw Head

  • Pan head: disc with a chamfered outer edge
  • Cheesehead: disc with a cylindrical outer edge
  • Countersunk: conical, with flat outer face and tapering inner face allowing it to sink into the material, very common for wood screws
  • Button or dome head screw: flat inner face and hemispherical outer face
  • Mirror screw head: countersunk head with a tapped hole to receive a separate screw-in chrome-plated cover; used for attaching mirrors

Types of Screw Drive

A variety of tools exists to drive screws into the material to be fixed. The hand tools used to drive slot-headed and cross-headed screws are called screwdrivers. A power tool that does the same job is a power screwdriver. The hand-tool for driving cap screws and other types is called a spanner (U.K. usage) or wrench (U.S. usage).

  • Slot head screws are driven by a flat-bladed screwdriver.
  • Cross-head or Phillips screws have an X-shaped slot and are driven by a cross-head screwdriver, designed originally in the s for use with mechanical screwing machines, intentionally made so the driver will ride out, or cam out, under strain to prevent over-tightening.
  • The Pozidriv is an improved Phillips head screw, and it has its own screwdriver, similar to cross-head but with better resistance to slipping, or cam-out.
  • Hexagonal or hex screw heads have a hexagonal hole and are driven by a hexagonal wrench, sometimes called an Allen key or a power tool with a hexagonal bit.
  • Robertson drive head screws have a square hole and are driven by a special power-tool bit or screwdriver (this is a low-cost version of the hex head for domestic use).
  • Torx head screws have a splined socket and receive a driver with a splined shaft.
  • Tamper-proof Torx's drive sockets have a projection to prevent a standard Torx driver being inserted.
  • Tri-Wing screws were used by Nintendo on its Gameboys, and don't have a driver associated with them, which has discouraged even minor home repairs to the units.

Nuts

Nuts are square, round, or hexagonal metal blocks with a screw thread on the inside. Nuts help fasten objects together and are used with screws or bolts. 

Sources and Further Information

  • Industrial Fasteners Institute. "IFI Book of Fastener Standards." 10th ed. Independence OH: Industrial Fasteners Institute, . 
  • Rybczynski, Witold. "One Good Turn: A Natural History of the Screwdriver and the Screw." New York: Scribner, .

Phillips screw and driver

The Phillips screw and driver, originally invented by Portlander John P. Thompson, dramatically increased the speed of manufacturing and made the Phillips screwdriver a necessity in every toolbox. Thompson applied for the patent rights on a "Screw" (U.S. Patent ) with an innovative &#;cruciform groove&#; and a matching "Screw driver" (U.S. Patent ) in . Although not the first screw of its kind&#;English inventor John Frearson had patented a screw with a &#;cruciform orifice&#; some sixty years earlier&#;Thompson&#;s invention eventually revolutionized assembly lines. 

Little information remains about Thompson. Born in Wagner, Iowa, in , he moved to Portland in or from Bismarck, North Dakota. His occupations are listed in Polk's Portland Directory as &#;furnished rooms&#; and &#;laborer,&#; although census records indicate that he had worked as a bank cashier and in real estate before moving to Oregon. A Sunday Oregonian article from stated that Thompson, who died in Portland on September 4, , had been an auto mechanic when he invented the screw. 

When the patents were granted in , the rights were assigned "By Direct and Mesne Assignments" to Henry F. Phillips, the managing director of the Oregon Copper Company, a mining outfit in eastern Oregon. The wording on the patent means that it was awarded directly to Henry Phillips, even though Thompson is credited with the invention. There is no locally available information as to why Thompson transferred the rights to Phillips, but there may have been a relationship between Phillips and Thompson predating the issuance of the patent, and perhaps even the application for the patent.

After obtaining the first two patents, Phillips formed the Phillips Screw Company in Portland in with the aim of licensing the design to manufacturers and collecting the royalties. He soon persuaded E.E Clark, the president of the American Screw Company, to manufacture the screw, and in the next four years the Phillips Screw Company had obtained six additional patents modifying the design.  By the screw was available to consumers, and the first industrial customer was General Motors, which used Phillips screws to build Cadillac automobiles in . Soon after, it was adopted by the railroad and aviation industries.

Until the invention of the Phillips screw, American assembly lines, craftsmen, and consumers used regular, slotted-head screws. But that design was problematic for three reasons: it was difficult to align the driver with the screw aperture; the driver tended to slip from the open ends; and the slot required a closely matching bit. The cruciform drive addressed those problems.

Although the Phillips screw became ubiquitous through its usefulness on the assembly line, it is unknown whether Thompson or Phillips originally intended the invention to specifically solve the challenges presented by regular head screws in manufacturing. Thompson's original patent for a "Screw driver" (U.S. ) featured a diagram of a manual screwdriver, with no mention of the specific applications for which the invention was intended, primarily being concerned with the feasibility of manufacturing the design. U.S patent , filed by Phillips in and granted in , mentions driving "either by hand or by power-driven types of tool." The same patent also mentions that the "failure of the slotted screw to retain the blade-driver, especially in power driven operations, is not only dangerous to the operator, but is likewise, always injurious to the work," indicating that by it had occurred to Phillips that the assembly line was a ripe market. 

By , twenty companies had licenses to produce Phillips screws worldwide. In , the Phillips Screw Company grossed $77,421 ($1,323,000 adjusted for inflation), almost all of it in royalties. By then the Phillips screw was in use by nearly every major American automobile manufacturer, as well as by railroad and airplane builders.

The wars raging in Europe and the Pacific drove growth in manufacturing, and Phillips&#;s company was able to ride the wave of the war boom. As the war effort gave, however, it also took away. Phillips Screw Company depended on licensing the design to foreign manufacturers to grow, and World War II restricted the countries that the company could reliably do business with. In , for example, one licensee, the J. Osawa Company, was ramping up production in Kyoto, Japan; but by Japan had broken off trade relations with the United States, likely making it difficult for Phillips to collect license fees.

Henry Phillips retired in . In , the U.S. government filed suit against the Phillips Screw Company and seventeen manufacturers of Phillips screws and drivers alleging anti-competitive practices dating back to . They were charged with patent pooling, cartel practices, price-fixing, and the suppression of competing technologies. The case, United States v. Phillips Screw Co., was tried in the U.S. District Court of Northern Illinois (Chicago). The case was concluded in with a consent decree that dissolved the patent pool, likely making it difficult to protect the collection of patents that the company relied upon to protect its intellectual property. In any case, unlicensed companies had earlier begun to produce similar competing designs, some of which were convinced to buy into the licensing agreement. Other manufacturers, however, said that their designs were not based on the Phillips design, but on the older, unprotected Frearson design. In the same year, a final refinement was patented on the Phillips drive system by an engineer from the American Screw Company; that patent expired in . 

Henry Phillips died in his home at the Ione Plaza Apartments in Portland on April 13, ; he was sixty-eight years old. Although the Phillips drive system remains far and away the most widely used internal screw-driving system&#;industry estimates indicate that it is used in at least half of all internally driven screws&#;it is being steadily replaced by newer technologies. From its current headquarters in Burlington, Massachusetts, the Phillips Screw Company continues to develop and license drive systems that are replacing its founding technology.

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