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Robertson screw

Robertson screw is a physics topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Robertson screw rather than just read about it. In short: A Robertson screw, also known as a square screw or Scrulox, is a type of screw with a square-shaped socket in the screw head and a corresponding square protrusion on the tool. Both the tool and socket have a slight taper.

Robertson screw — main illustration
Robertson screw — illustration

Key takeaways

  • Robertson screw belongs to physics; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Robertson screw to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Robertson screw from memory before moving on to harder problems.

Reference excerpt

A Robertson screw, also known as a square screw or Scrulox, is a type of screw with a square-shaped socket in the screw head and a corresponding square protrusion on the tool. Both the tool and socket have a slight taper. The contemporary square-drive screw has all but replaced the Robertson screw proper and is commonly referred to as a Robertson because it has practically identical drive dimensions and the same colour identification system, but the contemporary square drive socket has parallel sides rather than tapered. The original purpose of the taper was to enable the screws to be made using cold forming of the heads,but the taper had two other advantages which have helped popularize it: It makes inserting the tool easier and it helps keep the screw on the tool without the user's having to hold it there. The Robertson screw is specified as ANSI Type III Square Center.

Usage and design

Robertson screws are commonplace in Canada, though they have been used in other countries and are becoming much more common. As patents expire and awareness of their advantages have spread, Robertson fasteners have become popular in woodworking and general construction. Combination Robertson/Phillips/slotted fasteners are often used in the electrical trade, particularly for device and circuit breaker terminals, as well as clamp connectors. Robertson screwdrivers are easy to use one-handed, because the tapered socket tends to retain the screw, even if it is shaken. They also allow the use of angled screwdrivers and trim-head screws. The socket-headed Robertson screws are self-centering and reduce cam out. They also stop a power tool when set, and can be more easily removed if painted over, or old and rusty. In industry, they speed up production and reduce product damage.

History

Background The internal-drive square socket for screws (as well as the corresponding triangular socket drive) had been conceived several decades before the invention of the Robertson screw and driver. An earlier patent covering both square-socket- and triangle-socket-drive wood screws, U.S. patent 161,390, was issued to Allan Cummings of New York City on 30 March 1875. As with other drive types conceived and patented in the 1860s through 1890s, it was not manufactured widely during its patent lifespan because of the difficulty and expense of doing so.

Invention P. L. Robertson invented the Robertson screw and screwdriver in 1906 and received the Canadian patent in 1907 (CA103387, U.S. patent CA103387A) and US patent in 1911 (U.S. patent 1,003,657) for a manufacturing machine. His breakthrough in 1908 was to design the socket's taper and proportions in such a combination that the heads could be easily and successfully cold formed, making such screws a valuable commercial proposition. Today, cold forming (stamping in a die) is still their most common fabrication method, although rotary broaching is also common. Linear broaching, cutting corners into a drilled hole (similar to the action of a mortising machine for woodworking) has also been used over the decades.

Licensing

When Henry Ford tried the Robertson screws, he found that they saved considerable time in Model T production. When Robertson refused to license the design, Ford realized that the supply of screws would not be guaranteed, and chose to limit their use to his Canadian division.

Standard square drive sizes

Combination screws for electrical applications Many screws used in electrical applications (for example, a typical NEMA 5-15R, breaker screws, and conduit screws) use a combination of a slotted/Phillips/Robertson screw head. A few tool manufacturers make bits to engage this screw head better than the traditional Phillips allowing for more torque before camout, for example, the C1 and C2 from Klein and the ECX #1 & #2 from Milwaukee.

References

Illustrations

Robertson screw illustration
Robertson screw: Close-up of Robertson drivers
Close-up of Robertson drivers
Robertson screw illustration
Robertson screw illustration
Robertson screw illustration

Worked examples

Example 1 — a first encounter with Robertson screw

Start with the simplest possible case. Write down what Robertson screw claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In physics, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Robertson screw before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Robertson screw ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Robertson screw

In research
Robertson screw appears in physics research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Robertson screw in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Robertson screw is common in secondary-school and first-year university syllabi. It links to neighbouring topics Mechanical standards, Screws, so understanding it makes those chapters shorter.
In everyday life
Look for Robertson screw outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.
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How to study Robertson screw in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Robertson screw means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Robertson screw out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Robertson screw in simple terms?

A Robertson screw, also known as a square screw or Scrulox, is a type of screw with a square-shaped socket in the screw head and a corresponding square protrusion on the tool. Both the tool and socket have a slight taper.

Why does Robertson screw matter?

Because it connects several physics ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Robertson screw?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Robertson screw.

Tags

  • Mechanical standards
  • Screws

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