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From NPS's Preservation Brief 2: Repointing Mortar Joints in Historic Masonry Buildings. Mortar Type and Mix

Mortars for repointing projects, especially those involving historic buildings, typically are custom mixed in order to ensure the proper physical and visual qualities. These materials can be combined in varying proportions to create a mortar with the desired performance and durability. The actual specification of a particular mortar type should take into consideration all of the factors affecting the life of the building including: current site conditions, present condition of the masonry, function of the new mortar, degree of weather exposure, and skill of the mason. Thus, no two repointing projects are exactly the same. Modern materials specified for use in repointing mortar should conform to specifications of the American Society for Testing and Materials (ASTM) or comparable federal specifications, and the resulting mortar should conform to ASTM C 270, Mortar for Unit Masonry.

Specifying the proportions for the repointing mortar for a specific job is not as difficult as it might seem. Five mortar types, each with a corresponding recommended mix, have been established by ASTM to distinguish high strength mortar from soft flexible mortars. The ASTM designated them in decreasing order of approximate general strength as Type M (2,500 psi), Type S (1,800 psi), Type N (750 psi), Type O (350 psi) and Type K (75 psi). (The letters identifying the types are from the words MASON WORK using every other letter.) Type K has the highest lime content of the mixes that contain portland cement, although it is seldom used today, except for some historic preservation projects. The designation "L" in the accompanying chart identifies a straight lime and sand mix. Specifying the appropriate ASTM mortar by proportion of ingredients, will ensure the desired physical properties. Unless specified otherwise, measurements or proportions for mortar mixes are always given in the following order: cement-lime-sand. Thus, a Type K mix, for example, would be referred to as 1-3-10, or 1 part cement to 3 parts lime to 10 parts sand. Other requirements to create the desired visual qualities should be included in the specifications.

The strength of a mortar can vary. If mixed with higher amounts of portland cement, a harder mortar is obtained. The more lime that is added, the softer and more plastic the mortar becomes, increasing its workability. A mortar strong in compressive strength might be desirable for a hard stone (such as granite) pier holding up a bridge deck, whereas a softer, more permeable lime mortar would be preferable for a historic wall of soft brick. Masonry deterioration caused by salt deposition results when the mortar is less permeable than the masonry unit. A strong mortar is still more permeable than hard, dense stone. However, in a wall constructed of soft bricks where the masonry unit itself has a relatively high permeability or vapor transmission rate, a soft, high lime mortar is necessary to retain sufficient permeability.

Constituents of Mortar

Sand: Sand is the largest constituent of mortar and the material that gives mortar its characteristic color and texture. When viewed under a magnifying glass or low-power binocular microscope, particles of sand generally have either rounded edges, such as found in beach or river sand, or sharp, angular edges, found in crushed or manufactured sand. For repointing mortar, rounded or natural sand is preferred for two reasons. First, it is usually similar to the sand in the historic mortar, thus providing a better visual match. Second, it has better "working" qualities or plasticity and can thus be forced into the joint more easily, forming a good contact with the historic mortar and the surface of the bricks. Although manufactured sand is frequently the only type readily available, it is worth the search to locate a sufficient quantity of rounded or natural saltfree sand for repointing.

Lime or Portland Cement: The two commonly used binders for mortar are lime and portland cement. Of the two, lime produces a mortar that meets nearly all the requirements for a good mortar for historic buildings, while portland cement produces a mortar that does not perform as well. High lime mortar is soft, porous, and changes little in volume during temperature fluctuations. In addition, lime mortar is slightly water soluble and thus is able to reseal any hairline cracks that may develop during the life of the mortar. Portland cement, on the other hand, can be extremely hard, is resistant to movement of water, shrinks upon setting, and undergoes relatively large thermal movements. The use of a high lime mortar, therefore, is recommended for nearly all repointing projects. However, white portland cement can be substituted for up to 20 percent of the lime (ex. 1 part cement to 4 parts lime). This will usually improve workability or plasticity without adversely affecting the desirable qualities of the lime mortar. Plasticity is important to ensure a good bond between the new mortar, the historic mortar, and the brick.

Water: Water should be clean and relatively free of salts or acids.

Historic Additives: In addition to the color of the sand, the texture of the mortar is of critical importance in duplicating historic mortar. While modern mortars are finely ground and present a uniform texture and color, historic mortars were not as well ground. They may contain lumps of oyster shell, partially burned lime, animal hair, or particles of clay. The visual characteristics of these additives should be duplicated through the use of similar materials in the repointing mortar.