Hex key

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Hex keys of various sizes

A hex key (also, Allen key and Allen wrench) is a simple driver for screws that have heads with internal hexagonal recesses (sockets).

Hex keys are formed from a single piece of hard steel hexagonal rod having blunt ends that fit snugly into similarly-shaped screw sockets. The rods are bent to 90º, forming two arms of unequal length resembling an "L". The tool is usually held and twisted by its long arm, creating a relatively large torque at the tip of the short arm; it can also be held by its short arm to access screws in difficult-to-reach locations and to turn screws faster at the expense of torque.

Hex keys are designated with a socket size and are manufactured with tight tolerances. As such, they are commonly sold in kits that include a variety of sizes. Key length typically increases with size, but not necessarily proportionally so.

Variants on this design have the short end inserted in a transverse handle, which may contain multiple keys of varying sizes that can be folded into the handle when not in use.

While often used in generic terms for "hex key", the "Allen" name is a registered trademark (circa 1910) of the Allen Manufacturing Company (now Apex Tool Group) of Hartford, Connecticut; as such, "Allen key" and "Allen wrench" are not generic trademarks.

History[edit]

Socket head screws of various sizes

The idea of a hex socket screw drive was probably conceived as early as the 1860s to the 1890s, but such screws were probably not manufactured until around 1910. Rybczynski (2000) describes a flurry of patents for alternative drive types in the 1860s to the 1890s in the US,[1] which are confirmed to include internal-wrenching square and triangle types (that is, square and triangular sockets) (U.S. Patent 161,390), but he explains that these were patented but not manufactured because of the difficulties and expense of doing so at the time. P. L. Robertson, of Milton, Ontario, Canada, first commercialized the square socket in 1908, having perfected and patented a suitable cold forming method, using the right material and the right die design.

In 1909–1910, William G. Allen too patented a method of cold-forming screw heads around a hexagonal die (U.S. Patent 960,244). Published advertisements for the "Allen safety set screw" by the Allen Manufacturing Company of Hartford, Connecticut, exist from 1910.[2]

In his autobiography, the founder of the Standard Pressed Steel Company (SPS; now SPS Technologies, Inc.), Howard T. Hallowell Sr, presents a version of events[3] in which SPS developed a hex socket drive in-house, independently of Allen, circa 1911. From this came the Unbrako line of products. This account from Hallowell does not mention the Allen patent of 1910, nor the Allen safety set screw product line. Hallowell does describe, however, the same inspiration also mentioned in connection with Allen for a wave of adoption of the hex socket head, beginning with set screws and followed by cap screws. This was an industrial safety campaign, part of the larger Progressive Movement, to get headless set screws onto the pulleys and shafts of the line shafting that was ubiquitous in factories of the day. The headless set screws would be less likely to catch the clothing of workers and pull them into injurious contact with the running shaft.

Allen Manufacturing Company Inc advertisement for the Allen Safety Set Screw, a brand of set screw, in the Automobile Trade Directory, January 1913.

SPS at the time was a prominent maker of shaft hangers and collars, the latter of which were put in place with set screws. In pursuit of headless set screws with a better drive than a straight slot, Hallowell said, SPS had sourced set screws of square-socket drive from Britain, but they were very expensive.[4] (This was only 2 years after Robertson's Canadian patent.) This cost problem drove SPS to purchase its first screw machine and make its screws in-house, which soon led to SPS's foray into fastener sales (for which it later became well known within the metalworking industries). Hallowell said that "[for] a while we experimented with a screw containing a square hole like the British screw but soon found these would not be acceptable in this country [the U.S.]. Then we decided to incorporate a hexagon socket into the screw […]."[5] Hallowell does not elaborate on why SPS found that the square hole "would not be acceptable in this country", but it seems likely that it would have to have involved licensing Robertson's patent, which would have defeated SPS's purpose of driving down its cost for internal-wrenching screws (and may have been unavailable at any price, as explained at "List of screw drives > Robertson"). The story, if any, of whether SPS's methods required licensing of Allen's 1910 patent is not addressed by Hallowell's memoir. The book does not mention which method—cold forming or linear broaching—was used by SPS in these earliest years. If the latter was used, then Allen's patent would not have been relevant.

Soon after SPS had begun producing the [hex] socket head set screw, Hallowell had the idea to make a [hex] socket head cap screw (SHCS). Hallowell said, "Up to this moment none of us had ever seen a socket head cap screw, and what I am about to relate concerns what I believe was the first socket head cap screw ever made in this country [the U.S.]."[6] SPS gave their line of screws the Unbrako brand name, chosen for its echoing of the word unbreakable.

Hallowell said that acceptance of the internal-wrenching hexagon drive was slow at first (painfully slow for SPS's sales), but that it eventually caught on quite strongly.[7] This adoption occurred first in tool and die work and later in other manufacturing fields such as defense (aircraft, tanks, submarines), civilian aircraft, automobiles, bicycles, furniture and others.

Concerning the dissemination of the screws and wrenches, Hallowell said that "the transition from a square head set screw [Hallowell refers here to the then-ubiquitous external-wrenching square drive] to a hexagon socket head hollow set screw[,] for which had to be developed special keys or wrenches for tightening or loosening the screw, was the cause of more profanity among the mechanics and machine manufacturers than any other single event that happened. […] I am sure that the old-timers who read this book will remember this period vividly."[8] (These transitional growing pains echo those experienced many decades later with the adoption of the Torx drive).

World War II, with its unprecedented push for industrial production of every kind, is probably the event that first put most laypersons in contact with the internal-wrenching hexagon drive. (Popular Science magazine would note in 1946 that "Cap screws and setscrews with heads recessed to take hexagonal-bar wrenches are coming into increasing use.")[9]

Features[edit]

Same hex key, different screw threads

Some features of hex keys are:

  • The tool is simple, small and light.
  • The contact surfaces of the screw or bolt are protected from external damage.
  • There are six contact surfaces between bolt and driver.
  • Very small bolt heads can be accommodated.
  • The tool allows the use of headless and recessed-head screws.
  • The screw can be held by the key while it is inserted into its hole.
  • The torque applied to the screw is constrained by the length and thickness of the key.
  • The tool is cheap to manufacture, so it can be included with products requiring end-user assembly.
  • Either end of the tool can be used to take advantage of reach or torque.
  • The tool can be reconditioned by grinding the worn-out end.

Nomenclature[edit]

The term "hex key" is best known as "Allen" in the English-speaking countries like UK, Australia, Canada and the USA (The “Allen” name is a registered trademark, originated by the Allen Manufacturing Company of Hartford, Connecticut circa 1910, now owned by Apex Tool Group, LLC, which was acquired by Bain Capital in 2014), and also in Spain (llave Allen pronounced with Spanish double L, /ʎaβe aʎen/).

In Germany the term "INBUS" is a registered trademark, originally an acronym for Innensechskantschraube Bauer und Schaurte, introduced in 1934 by the German company Bauer & Schaurte, in 2015 acquired by INBUS IP GmbH, Breckerfeld, Germany). INBUS IP GmbH was registered with the stated purpose of holding and licensing the trademark INBUS. In late 2015 to early 2016, the company sent out desist orders to companies using the name "Inbus" for hex keys.[10][11][12] Hex keys with the INBUS brand are now manufactured at HaFu Werkzeugfabrik H. J. Fuhrmann GmbH, Breckerfeld, North Rhine-Westphalia, as of 2017 accounting for 7% of the company's EUR 8 million turnover. [13] and as "Unbrako" key or wrench in Scandinavia (originally a Pennsylvania company established in 1911, in 2008 acquired by Deepak Fasteners Limited).[14] In Italy, it is known as brugola, for the company Officine Egidio Brugola (established 1926).

The term "hex-head" is sometimes used to refer to this type of drive, but this use is not consistent with its more conventional use referring to external-wrenching hexagons.

Sizing[edit]

Hex keys are measured across-flats (AF), which is the distance between two opposite (parallel) sides of the hexagon.

Metric sizes[edit]

Standard metric sizes are defined in ISO 2936:2014[15] "Assembly tools for screws and nuts—Hexagon socket screw keys", also known as DIN 911, and, measured in millimeters (mm) are:

  • 0.7, 0.9, 1.0, 1.25, 1.3, 1.5
  • 2 to 6 in 0.5 mm increments
  • 7 to 22 in 1 mm increments
  • 24, 25, 27, 30, 32, 36, 42 and 46 mm.
Screw Size vs Allen Key Sizes

Metric hex keys are sometimes designated using an "M" followed by their size in millimeters – for example, "M6" for 6 mm across flats – which can cause confusion due to similarity with the ISO "M" nomenclature for metric screws.

Illustration of the largest (left) and smallest (right) hex keys that can be used with a given hex screw (middle).
Metric hex key set with sizes from 1.5 mm to 10 mm.
Common metric hex key sizes[16]
Metric
(mm)
US Customary
Conversion
(in)
Substitution
(in)
0.7 0.028
0.9 0.035
1 0.039
1.25 0.049
1.3 0.051
1.5 0.059
2 0.079 564
2.5 0.098
3 0.118
3.5 0.138
4 0.157 532
4.5 0.177
5 0.197
5.5 0.217
6 0.236
7 0.276
8 0.315 516
9 0.354
10 0.394

US customary sizes[edit]

Hex key sizes in the US are defined in ANSI/ASME standard B18.3-1998 "Socket Cap, Shoulder, and Set Screws (Inch Series)".

Common US customary hex key sizes
US Customary
(in)
Metric
Conversion
(mm)
Substitution
(mm)
0.028 0.711 0.7
0.035 0.889 0.9
0.050 1.270 1.25
116 1.588
564 1.984 2
332 2.381
764 2.778
18 3.175
964 3.572
532 3.969 4
316 4.763
732 5.556
14 6.350
516 7.938 8
38 9.525

Variants[edit]

Hex keys of various sizes with ball ends.

Tamper-resistant hex screws have a protruding pin in the center of the hex recess that prevents insertion of standard hex keys; as such, they can only be fastened and removed with a special key that has a recess for the pin. A similar "center pin reject" security feature is also used on TORX screws.

Some hex keys have a ball on one end, allowing them to be used at an angle off-axis to the screw. This type of hex key was invented in 1964 by the Bondhus Corporation[17] and is now manufactured by several other companies. While providing access to otherwise inaccessible screws, thinning of the tool shaft to create the ball shape renders it weaker than the straight-shaft version, limiting the torque that can be applied; in addition, the ball end only makes point contact with the screw as opposed to the line contact made by straight-shaft keys.

Manufacturing methods[edit]

Hex socket screw heads are usually made by stamping the head with a die, plastically deforming the metal. Other ways to generate the hex socket include linear broaching and rotary broaching. Broaching the heads with a linear broach is essentially the metalworking analog of mortising wood with a mortising machine; a hole is drilled and then the corners are broached out. This operation often leaves little telltale curled chips still attached at the bottom of the socket. These are negligible for most applications.

Hex keys are made by imparting the hexagon cross-section to steel wire (for example, with a drawing die), then bending and shearing.

See also[edit]

References[edit]

  1. ^ Rybczynski 2000, pp. 79–81.
  2. ^ Alloy Artifacts, Various Tool Makers (section on Allen Manufacturing Company), archived from the original on 2011-12-30, retrieved 2012-01-25.
  3. ^ Hallowell 1951, pp. 51–52.
  4. ^ Hallowell 1951, p. 51.
  5. ^ Hallowell 1951, p. 52.
  6. ^ Hallowell 1951, p. 57.
  7. ^ Hallowell 1951, pp. 54, 57–59.
  8. ^ Hallowell 1951, p. 54.
  9. ^ M. v. Hohenhau
  10. ^ Abmahnung Fabelhaft Werkzeug UG. ratgeberrecht.eu, 26 November 2015
  11. ^ Abmahnung INBUS IP GmbH.ratgeberrecht.eu, 15 January 2016
  12. ^ Inbus-Schlüssel Jens Bergmann, brandeins.de, 2018
  13. ^ unbrako.com; Varumärke - UNBRAKO (solidinfo.se)
  14. ^ "Iso 2936:2014".
  15. ^ "MARYLAND METRICS - TECHNICAL INFORMATION and DATA - Hexagon sockets (DIN 912, ISO 4762, DIN 6912, DIN 7984, DIN 7991, DIN 913, 914/5/6, ISO 4026, 4027/8/9, ISO 7379, ISO 7380, K 323)" (PDF). Archived from the original (PDF) on August 21, 2018. Retrieved April 25, 2020.
  16. ^ Premiere ball end tools, Bondhus Corporation, archived from the original on 2006-03-19

Bibliography[edit]

External links[edit]