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Analysis of ice screws in climbing (jjgeng.com)
131 points by Phithagoras on Sept 20, 2016 | hide | past | favorite | 32 comments


A bunch of years ago, one of the climbing magazines (I think it was Rock & Ice) did a practical test of ice screw strength. They went to the ice park in Ouray, Colorado, placed a bunch of screws of different sizes and orientations in solid ice, and then dropped a standard load onto them.

The first surprise was the size of the forces. Their initial fall test actually broke some carabiners! So they adjusted it to be a smaller load.

The big finding was that negative placement angles held higher loads. I remember being surprised at this, and I have a vague memory that it was major news in the climbing world. I believe that, to that point, the typical climber would try to place screws square or at a slight positive angle.

Incidentally the reason to carry short screws is for thin ice. A short screw placed fully tests stronger than a long screw, because if the long screw hits rock before going all the way in, the exposed tube creates a lever arm. In those situations the generally accepted practice is to use a webbing runner to tie off the ice screw at the ice, instead of using the hanger.


I was a bit surprised to learn this as well. I might have thought at a minimum that the assumption:

>This analysis is meant to show the relative stresses in the ice and ice screw placed at different angles and not to predict pullout loads.

would have invalidated the analysis but apparently not under a lot of circumstances. I suspect the positive angle comes from experience with nails and screws where pullout tends to be the dominant failure mode.

As an aside, ice is a really interesting material on all sorts of dimensions--solid usually being less dense than liquid, typically used near its melting point, etc. As the post notes, the US Army has done a lot of research on ice. My thesis advisor ended up establishing an ice lab partially funded by the Army CRREL and has a lot of papers on the topic. (I worked on high-temperature metallic alloys however.)


I think this is it: http://mra.org/wp-content/uploads/2016/05/Beverly_IceScrews_... It's been a while since i've thought about ice climbing, but i think most/many ice climbers are using twin and double ropes, which significantly softens the impacts, while the Ouray study is primarily single ropes (from my quick reread)

this is another: http://hmga.gr/storehouse/word-acrobat/Ice%20Climbing%20Anch...

I used to climb at the gym in Salt Lake adjacent to BD's headquarters, and remember meeting equipment designers and testers. They seemed pretty fanatical about testing and had rigged up all kinds of equipment to, among other things, destroy carabiners at different angles, which made me feel good about their climbing gear. The most important factor is that you always rigged to load biners along the length, never near or on the gate.

BTW self rescue is a critical skill for all climbers, but the years i lived in the Bay Area, i remember only a handful of clinics for this (the ones I went to were in Davis)


The MRA.org PDF references the article I was thinking of:

> Craig Luebben1 and Chris Harmston did some drop testing on ice screws and found poor results in aerated ice. Using a solid mass of 185 pounds of iron, Luebben reports having “pulled out entire lengths of ice screws” in some tests resulting in a ground fall from the top of the climb.

It appeared in the November 1997 issue of Climbing magazine.



Note that this study uses the opposite convention when talking about the angles - original article calls screws screwed down "positive" but the MRA study calls them "negative"


> Their initial fall test actually broke some carabiners! So they adjusted it to be a smaller load.

I'm surprised they didn't go by the UIAA standard of 80kg factor two falls; it's been in effect for a while and makes comparisons easier.

> if the long screw hits rock before going all the way in, the exposed tube creates a lever arm. In those situations the generally accepted practice is to use a webbing runner to tie off the ice screw at the ice, instead of using the hanger.

This goes for pitons as well. There's a nice illustration in "Mountaineering: The Freedom of the Hills" which I can recommend picking up as a good introduction to climbing and mountaineering. The supplemental resources listed also are good if you want to go into more detail.


> I'm surprised they didn't go by the UIAA standard

... for testing dynamic ropes. That's because they weren't testing dynamic ropes. All the other UIAA standards—the ones for harnesses, nuts, camming devices, static ropes, and so on—tell you to apply a set force, usually 10kN, and see what breaks. To be pedantic, all this stuff is specified in the CE standards that the UIAA ones incorporate by reference.

If you're in a lab, you apply 10kN in a precise way that uses a whopping great hydraulic ram. If you want to avoid hauling a whopping great hydraulic ram halfway up an ice cliff, then you improvise, but the aim is still to control the force acting on the gear and measure what happens. I'm using "control" and "measure" in the technical sense here.

Dynamic ropes are different because they determine the forces that act on everything else. In a dynamic rope test, the conditions of a fall are controlled as well as possible, and the peak impact force it generates is one of the variables to be measured. If you did that in the ice screw tests, the results would depend on which rope you used, and that isn't what you want.


I'm surprised "Mountaineering: The Freedom of the Hills" even mentions pitons as it's all about the non-destructive ethics of climbing. Honestly I don't remember it ever mentioning pitons at all but granted I read it last time few years ago.


It was more an overview, a "well, if you're going to use pitons, here's how to use them safely" at least in the case of the tie-off loop with a piton that had bottomed out.


They might have--I don't remember. I think I still have that magazine in the basement somewhere; I'll try to find it this evening.


Found it. Here are pictures of the magazine pages:

http://imgur.com/a/uEzCF


If you enjoyed this post, pick up a copy of Carroll Smith's "Nuts, Bolts, Fasteners and Plumbing Handbook"[1]

The focus is geared more towards high performance racing machines rather than ice climbing but it's the bible amongst certain groups that like to stick two supercharged, fuel-injected nitromethane-burning blocks of metal together with a handful of threaded rods to produce 10,000 horsepower. It also covers more basic things like when you should use a washer and if so, what kind.

I also happen to particularly like the book as, at first glance, the subject matter looks dull but the author makes it...riveting.

[1] https://www.amazon.com/gp/product/0879384069/


Sounds great! Just ordered a copy.

I really like pragmatic books like this; do you have anything in a similar vein? Specifically, I'm looking for a book focused on the practical application of fluid mechanics (not just plumbing). I know how daunting a subject it is, but that doesn't deter me from learning just enough to be dangerous.

I've been eyeing Granger's "Fluid Mechanics" (and most of the Dover collection in fact.) [1] It's more academic, so I would like to pair it with something more practical.

[1] https://www.amazon.com/dp/0486683567/


There's Hoerner's "Fluid Dynamic Drag" which is interesting if you care about drag. It's pretty old, but is focused on practical applications: https://docs.google.com/file/d/0Bx0MqOfev7dnTnB0eFRIN2JQb0k/...


I didn't use that particular book but would note that it seems to be a fairly standard Intro to Fluid Mechanics college-level textbook. As such I'd expect a fair bit of math and, for whatever reason, fluid mechanics math like Navier-Stokes equations and I never got along very well.

Perhaps this textbook is better than others I've used but I wouldn't really expect it to be especially focused on practical applications. For really practical stuff you may look at Crane's (http://www.flowoffluids.com/). I used it a lot when I was designing piping systems.


It's not practical applications, per se, but "An Album of Fluid Motion" is absolutely gorgeous and gives a solid sense of what the various forms of fluid motion look like.

https://www.amazon.com/Album-Fluid-Motion-Milton-Dyke/dp/091...


A.k.a. "Screw to win" - his other books were titled "Engineer to win", "Drive to win", "Tune to win", etc.


Black Diamond funded research into optimal ice screw placement a number of years ago.

The great Alex Lowe had this to say about the report:

  "Good work on the screw research. Having read it and thought about the mechanics of pulls along the axis of the screw as opposed to loading such that shearing through the ice plays a role, it makes intuitive sense that a screw placed at a positive angle should indeed hold better, but only in ideal ice conditions - that's the big qualifier. Of course determining what constitutes "ideal ice conditions" is the art and essence of placing ice gear. I felt you made this clear in your article. My personal conclusion from your tests is to place screws at a positive angle when I feel the ice is 'very solid'. Obviously some rather ill defined terms in that statement! 'Very solid' will remain an intuitive assessment."
The chief researcher was Chris H. Harmston, you can find the full study write up here: http://www.needlesports.com/content/ice-screw-placement.aspx


You can use * on each side of the text for italic quotes.

Good work on the screw research. Having read it and thought about the mechanics of pulls along the axis of the screw as opposed to loading such that shearing through the ice plays a role, it makes intuitive sense that a screw placed at a positive angle should indeed hold better, but only in ideal ice conditions - that's the big qualifier. Of course determining what constitutes "ideal ice conditions" is the art and essence of placing ice gear. I felt you made this clear in your article. My personal conclusion from your tests is to place screws at a positive angle when I feel the ice is 'very solid'. Obviously some rather ill defined terms in that statement! 'Very solid' will remain an intuitive assessment.


Minor point of clarification: the author of this piece has terms for positive and negative angles switched with the authors of the Black Diamond report. Both conclusions are the same ('the part being inserted should be higher than the part not inserted when ice is hard as concrete') but reference it differently.


I've always wondered - are things like ice screws and pitons always single-use? Does climbing like this basically require you to discard hundreds of dollars of equipment with each face you climb?


A lot of pitons, especially softer ones, will remain in place. Sometimes on purpose, sometimes because they couldn't be pulled out. But pitons are not really used much anymore. Very, very niche.

Bolts (expansion or glue-ins) are heavily used for protection but the use is controversial in places. They are basically always left in permanently. Push here as been to limit use to areas where there's no other options and to place them carefully to minimize impact. There's a push to only use high-quality stainless (or Titanium for areas exposed to salt) for longest possible life.

The rest of the protections used, nuts, hexes, cams, ice screws, snow pickets, and some exotic devices are usually meant to be removed after use and minimize impact on rock. Although if someone needs to bail in a hurry, leaving expensive gear behind is normal.

Nuts and hexes are basically blocks of aluminium on a wire or webbing sling. Nuts being smaller solid chunks and hexes being larger and hollow. They have tapered shapes (sometime complex, curved, or even designed for a camming action) and you try to wedge them in place. They can be very secure in the right placement. After a good fall on one, it sometimes happen that it cannot be dislodged and it stays fixed for a few months or years.

Cams are mechanical devices designed to grip both sides of a crack and expand outward when loaded. They have two spiral shaped lobes to accomplish this. Very strong when well placed and they have a range of sizes to fit different cracks from tiny body weight only cams around for cracks of 1/4" or so to monsters that fit in cracks of 6" or more.

Ice screws are hollow threaded tubes, the article here does a good job showing how they function.

Snow pickets are T-shaped beams, about 2 feet in length or more that can be driven into hard snow or buried in a trench. Not that strong but workable.

There's a lot of special purpose "protection" that is usually barely able to hold body weight that gets used for aid climbing (when you use the gear to make progress) in situations where nothing else will work. Often to link sections (called pitches) of unaided climbing (called "free" climbing). Free climbing still uses protection in most case, unroped "free-solo" being the exception.


Pitons are used extremely rarely. For most rock-climbing, protection is usually equipment such as a nut [1] or a cam [2] wedged in the rockface.

You may come across gear given another name - such as Hex, Micronut, Stopper, Chock, etc - but they're all variations of the two: either a lump of metal that wedges into a crack in the rockface, or a spring-loaded movable metal device, that wedges into a crack in the rockface.

Nuts and cams (as well as ice-screws) can be easily removed by the last person on the route (who is being belayed by someone higher up, so doesn't need the protective gear any more). In most cases, gear isn't left behind, unless something's gone wrong.

[1] https://en.wikipedia.org/wiki/Nut_(climbing)

[2] https://en.wikipedia.org/wiki/Spring-loaded_camming_device


No, the second person to climb whatever pitch (section of a climb) will take out the ice screws or pitons (although sometimes pitons will be left in because for safety of other climbers). Sometimes, if stuff goes south, you'll leave gear in a wall/ice to bail (rappel) off of.


No, the basic mechanic is a lead climber and a follower. While the leader climbs they are belayed by the other from below, and they place projection as they go. Then they reach a good point and setup an anchor where they then belay the second climber from above. The second removes, cleans, protection as they go until they climb to the anchor. Then they climb the next section (they can switch off who's leading or not depending on preference).

Also, pitons are rarely used these days except for in some types of big wall climbing. Typically rock climbing protection uses cams and nuts, which don't mar the rocks the way pitons do.


Pitons permanently damage the rock and aren't used anymore in North America except in special circumstances: big wall aid climbing where nothing else will work or alpine climbing where the crack may be full of ice or dirt.

In Europe, pitons may still be used in some limestone areas that don't take modern gear very well.


> are things like ice screws and pitons always single-use?

No. Ice screws are definitely something the follower cleans (just unscrew them) and pitons can generally be removed, either by hammering them back and forth, prying them out like a nail, or using a funkness device (a wire with a loop on each end) to yank them out. "Big Walls: Elite Technique" by Jared Ogden has some nice diagrams, but they didn't turn up online when I searched for them. Also, pitons generally aren't used any more (definitely not in sport or trad climbing), but I wouldn't say they are niche or rare. Many big walls in Yosemite still haven't been done "clean", they still require the use of pitons.

This is coming from someone who's only climbed clean aid and whose climbing partner really doesn't want to climb anything that requires a hammer, but I've still picked up a hammer and some old pitons to practice with.


Pitons are used a lot in mixed winter climbing when often there are no other ways to protect.


That's what I've heard, that you want pitons for those ice filled cracks which would normally take cams or chocks but are currently otherwise occupied. I've not had a chance to do ice climbing yet, but am looking forward to taking a class in the early months of next year.


Interesting analysis, but ice anchors depend far more on the quality of the ice and the conditions than the actual strength of the screw. One reason I've heard for downward positioning is that the screw can channel heat into the ice and melt faster around it, so a downward positioning acts as a lever to keep the screw engaged.


That seems a horrific mix of SI and imperial units. How is it possible to reason about anything with such a mishmash?




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