U.S. General Services Administration
Historic Preservation Technical Procedures


04100-03
PREPARING LIME MORTARS FOR REPOINTING MASONRY


PART 1---GENERAL

1.01 SUMMARY

     A.   This standard includes guidance on preparing lime mortars
          for repointing masonry.

     B.   Lime mortars are preferable to portland cement mortars
          for repointing historic masonry: 

          1.   Lime mortars are more permeable by water.  Water
               passing through lime mortar will dissolve a small
               portion of the lime and then will deposit it in
               hairline cracks as the water evaporates.

          2.   Lime mortars expand slightly during setting, and
               resists shrinkage which causes cracking.

          3.   Lime mortars are more durable than generally
               recognized.

     C.   See 01100-07-S for general project guidelines to be
          reviewed along with this procedure.  These guidelines
          cover the following sections:

          1.   Safety Precautions

          2.   Historic Structures Precautions

          3.   Submittals

          4.   Quality Assurance

          5.   Delivery, Storage and Handling

          6.   Project/Site Conditions

          7.   Sequencing and Scheduling

          8.   General Protection (Surface and Surrounding)

          These guidelines should be reviewed prior to performing
          this procedure and should be followed, when applicable,
          along with recommendations from the Regional Historic
          Preservation Officer (RHPO).

1.02 REFERENCES

     A.   American Society for Testing and Materials (ASTM), 100
          Barr Drive, West Conshohocken, PA 19428, (610) 832-9585
          or FAX (610) 832-9555.

1.03 DELIVERY, STORAGE AND HANDLING

     A.   Storage and Protection:  Lime and cement must be
          protected from rainwater and ground moisture, as water
          vapor in the air can begin the setting process.  Other
          materials also should be protected from contamination.


PART 2---PRODUCTS

2.01 MATERIALS

     NOTE:  The use of standard specifications for materials, such
     as those developed by the ASTM, provides an easily referenced
     level of quality.  

     A.   Lime:  Should conform to ASTM C207, Type S, high
          plasticity, Hydrated Lime for Masonry Purposes.  

          1.   Lime which meets this standard will "work" well,
               resists drying during curing, and is sufficiently
               strong for the purpose of repointing.  

          2.   Lime expands as it hydrates, making high lime
               mortars more resistant to crack formation.

     B.   Cement:  Should conform to ASTM C150, Type I, White.  It
          should not have more than 0.60% alkali nor more than
          0.15% water soluble alkali.  Use gray portland cement
          ONLY if a dark mortar is to be matched.

          1.   Cement meeting this standard should increase the
               workability of the mortar, accelerate the setting
               time and slightly increase the strength of the
               mortar.

          2.   The low alkali content will prevent efflorescence. 

     C.   Sand:  Free of impurities and conforming to ASTM C144.  

          1.   Sand color, size, and texture should match the
               original as closely as possible.  Provide a sample
               of the sand for comparison to the original, and
               have it approved by the RHPO before beginning
               repointing work.

          2.   When possible, use bar sand or beach sand rather
               than crushed sand for the repointing mortar.

               NOTE:  BAR SAND OR BEACH SAND SHOULD BE WASHED TO
               REMOVE THE SALTS BEFORE USING.

               a.   Crushed sand has sharp edges, which makes it
                    more "sticky" and difficult to work into the
                    joints.  

               b.   Bar sand, on the other hand, has rounded edges
                    and flows easily during the mortar
                    application.  

               c.   The working characteristics of mortar made
                    with crushed sand may be improved by adding a
                    slight amount of portland cement.  The amount
                    of cement should be determined by
                    experimentation, but should not exceed 20% of
                    the total lime/cement binder.  20% OR LESS OF
                    CEMENT HAS MINIMAL EFFECT ON THE HARDNESS OF
                    THE MORTAR.  CEMENT CONTENT ABOVE 20% WILL
                    MAKE THE MORTAR TOO HARD.

     D.   Clean, potable water:  If the water must be transported
          or stored in a container, the container must not impart
          any chemicals to the water.

     E.   Stone dust finely ground from the same stone as that to
          be repointed.

     F.   Additives:  NO antifreeze compounds or other admixture
          shall be used.

          NOTE:  DO NOT USE ANTI-FREEZE COMPOUNDS.  THESE COMPOUNDS
          ARE DESIGNED FOR USE WITH CEMENT MORTARS, AND THEIR
          EFFECTIVENESS WITH HIGH LIME MORTARS IS QUESTIONABLE. 
          FURTHERMORE, THE COMPOUNDS CONTAIN SALTS WHICH CAN LEAD
          TO SERIOUS PROBLEMS IN THE MASONRY AT A LATER TIME.  

          NOTE:  AIR ENTRAINING AGENTS ARE NOT RECOMMENDED.  THESE
          AGENTS ARE DESIGNED FOR USE WITH CEMENT RATHER THAN LIME,
          AND THEY RESULT IN DECREASED BONDING OF THE MORTAR AND
          THE MASONRY.  AIR ENTRAINING IS NOT NECESSARY WITH HIGH
          LIME MORTARS BECAUSE OF THE NATURAL ABILITY OF THESE
          MORTARS TO FLEX WITH TEMPERATURE CHANGES.

2.02 EQUIPMENT

     A.   Surface temperature thermometer - can be either
          mechanical (less expensive but must be calibrated often)
          or digital electronic

     B.   Wooden mortar boxes

     C.   Hoe

     D.   Mesh screen

     E.   Hawks:  Plywood or steel hawk (mortar board)

2.03 MIXES

     A.   Some factors to consider when mixing lime mortar include
          durability, color and texture, and workability.

          1.   Durability:  Repointing mortar should be softer
               than the masonry units and the original mortar to
               reduce stresses at the edge of the masonry and, in
               the case of lime mortar, to reduce shrinkage which
               can cause cracks in the mortar.

               a.   If the new mortar is harder than the masonry
                    or the original mortar, it can cause serious
                    stresses within the wall during thermal
                    expansion and contraction, which can lead to
                    deterioration of the masonry units rather than
                    the mortar.  

               b.   If the mortar is softer, any deterioration
                    which occurs will take place in the mortar,
                    which is easier to replace than the units
                    themselves.  

          2.   The repointing mortar should allow the passage of
               water, both liquid and vapor.  If the mortar does
               not allow water to pass freely through it, the
               water can become trapped inside the wall, freeze
               and cause serious deterioration to the masonry.

          3.   Color and texture:  The repointing mortar should
               match the original mortar in color, texture and
               physical characteristics.

               a.   Obtaining an accurate color match is best
                    achieved by selecting an appropriate sand. 

                    1)   Use sand which is similar to the original
                         in color and gradation.  Sand from more
                         than one source may be required.  

                    2)   For repointing of natural stones, use
                         finely ground stone "dust" in the mortar
                         to match the joints as closely as
                         possible to the stone.


               b.   If the original mortar was tinted, or if it is
                    impossible to obtain a color match through the
                    use of sand, it may be necessary to use a
                    special mortar pigment.  

                    CAUTION:  PIGMENTS MAY REACT WITH OTHER
                    INGREDIENTS IN THE MORTAR TO FORM
                    EFFLORESCENCE.  THEY MAY ALSO WEATHER AT A
                    DIFFERENT RATE THAN NATURAL COLORING AND CAUSE
                    A COLOR VARIATION IN THE MORTAR.  

                    NOTE:  IF PIGMENTS MUST BE USED, PURE MINERAL
                    OXIDES SHOULD BE USED BECAUSE THEY DO NOT FADE
                    OR LEACH OUT OF THE MORTAR.  AMOUNT OF PIGMENT
                    SHOULD NOT EXCEED 2% OF THE MORTAR MIX BY
                    WEIGHT.

               c.   Many mortars used before the twentieth century
                    have small lumps of incompletely burned or
                    ground lime, or other impurities.  To match
                    the original appearance of the masonry, these
                    impurities must be included in the new
                    repointing mortar.  Use identical materials,
                    such as ground oyster shells (obtained at feed
                    stores) or lumps of lime, to duplicate
                    original lumps.

          4.   Workability:  The workability or plasticity of the
               mortar is a direct result of the selection of
               materials.  

     B.   Mortar Mix:  

          1.   Have the existing mortar completely analyzed to
               insure that the repointing mortar will not be less
               permeable/harder than the masonry units or the
               original mortar.  IT IS BETTER TO HAVE MORTAR THAT
               IS MORE PERMEABLE THAN LESS.

          2.   Measure all ingredients by cubic volume using a
               pre-established uniform measure, such as a small
               bucket, rather than a less uniform measure such as
               a shovel. 

          3.   For historic masonry set in lime mortar, use the
               following mortar mix:

               1 part portland cement 
               3 parts lime
               8-12 parts sand (To match existing mortar as
               closely as possible.)

               NOTE:  The exact mix required will relate to the
               grain size and sharpness of the sand and will vary
               depending on the supply.  

               -OR-

               For historic masonry set in standard mortar, use
               the following mortar mix (ASTM C270 Type "0") as a
               starting point:

               1 part portland cement
               2 parts lime or lime putty
               6 to 9 parts sand and stone dust (To match existing
               mortar as closely as possible.)

               -OR-

               For Limestone (ASTM C270 Type "N"):

               1 part portland cement
               1 parts lime
               4-6 parts aggregate
               Enough water to form a workable consistency

               -OR-

               For Granite (ASTM C270 Type "S"):

               2 parts portland cement
               1 part lime
               7-9 parts aggregate
               Enough water to form a workable consistency

               NOTE:  FOR DETERIORATED GRANITE OR GRANITE WALLS
               INDICATING MOVEMENT, USE ASTM C270 TYPE "N" AS
               LISTED ABOVE FOR LIMESTONE.

          4.   Mix a final "job-size" batch once the correct sand
               color, cement content, etc. have been determined
               through small tests to ensure the on-site mixing
               conditions will result in the same final product.


PART 3---EXECUTION

3.01 ERECTION, INSTALLATION, APPLICATION

     A.   Mix Hydrated Lime:  

          1.   Add dry bagged hydrated lime to water.  Stir and
               hoe the mass to form a thick cream.  

          2.   Allow to stand at least 24 hours before use.

     B.   Prepare Roughage Premix (for later use):

          1.   Accurately proportion the sand and lime using
               measuring boxes constructed to contain the exact
               volume of each ingredient required to make on
               batch. 

          2.   Mix sand and lime thoroughly for about ten minutes. 
               Store in plastic-lined drums and seal until
               required.

               NOTE:  THIS COMPOUND MAY BE STORED INDEFINITELY IF
               KEPT SEALED FROM AIR AND KEPT FROM FREEZING.

          3.   When required for use, add and mix the correct
               portion of gauging cement as specified and use
               immediately.  ACCURATE PORTIONING IS VERY
               IMPORTANT.

     C.   Add cements to lime and aggregate mixes immediately
          before the use of the mortar.

          1.   Perform all batching with wooden boxes or plastic
               pails of known volume to ensure standardization and
               conformity of measurement; SHOVEL MEASUREMENT OF
               MATERIALS IS NOT PERMITTED.

          2.   Use box sizes that are sufficient for producing a
               batch size equal to one mixer load.

          NOTE:  MIX DRY INGREDIENTS THOROUGHLY BEFORE ADDING ANY
          WATER (APPROXIMATELY FIVE MINUTES).

     D.   Add a small amount of water so that the mortar is just
          wet enough to hang on a trowel.

          NOTE:  EXCESS WATER WILL CAUSE SHRINKAGE AND TOO LITTLE
          WATER WILL RETARD CARBONATION.  RECORD THE AMOUNT OF
          WATER ADDED SO THAT IT MAY BE USED AS A GUIDE FOR FUTURE
          BATCHES.

     E.   Mix mortars at least 10 minutes before using to improve
          workability and ensure thorough mixing.

          NOTE:  AUTOMATIC MIXERS SHOULD HAVE RUBBER BLADES. CLEAN
          MIXING BOARDS AND MIXING MACHINES THOROUGHLY AFTER EACH
          USE TO PREVENT HARDENED LUMPS OF MORTAR FROM
          CONTAMINATING THE NEXT BATCH OF MORTAR.

          1.   Repointing mortars may sit 1-2 hours after initial
               mixing and then may be remixed to a workable
               consistency.  This is done to reduce shrinkage.

          2.   Test the mix by holding a trowel with mortar on it
               upside down and shaking it once.

               a.   If the mortar falls off without shaking, it
                    has too much sand.

               b.   If more than one shake is required, the mortar
                    is too sticky or "plastic" and the lime
                    content must be decreased.

     F.   Coloring Mortars:

          1.   Take samples of freshly-broken mortar from the
               original masonry pointing.  Note color of aggregate
               for color-matching.  DO NOT TRY TO MATCH THE COLOR
               OF THE BINDER.

               NOTE:  USE UNWEATHERED, UNSOILED SAMPLES ONLY.

          2.   Prepare test patties of mortar approximating the
               inner color of the sample and set aside to dry for
               at least 72 hours.  Drying time may be accelerated
               by placing the patty sample in an oven or over a
               hot-plate.

          3.   Break the sample test patties and compare the inner
               portions to the original.

          4.   See Section 2.03 above for additional information
               on coloring mortars.

     G.   Use repointing mortar within approximately 1-2 hours of
          final mixing.  Retemper the mortar as necessary to
          maintain workability.

          NOTE:  RETEMPERING IS PERMITTED TO MAINTAIN WORKABILITY. 
          REMIXING IS NOT PERMITTED.  ADD WATER AT THE MORTAR-BOARD
          USING A SPRAY BOTTLE TO REPLACE ONLY WATER LOST THROUGH
          EVAPORATION.

          NOTE:  USE ALL MORTAR WITHIN TWO HOURS OF GAUGING; THROW
          OUT LEFT OVER MORTAR; DO NOT RE-TEMPER OR REMIX MORTARS
          AFTER THIS TIME HAS ELAPSED.

          NOTE:  THIS TIME LIMIT MAY VARY DEPENDING UPON THE
          OUTSIDE TEMPERATURE (LONGER ON COOLER DAYS AND SHORTER ON
          WARMER DAYS).  

     H.   For guidance on repointing, see 04520-02-R.

                          END OF SECTION

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