Connection Design Workflow — Engineering Reference
AISC 360 steel connection design workflow: load path, bolt shear/bearing, block shear, weld sizing, plate checks, and interactive bolt capacity calculator.
Overview
Designing a steel connection is a multi-step process that starts with identifying the forces to be transferred, selecting a connection type, sizing the fasteners and plates, and then verifying all applicable limit states. A systematic workflow prevents missed checks — a common source of connection failures. The AISC Manual Part 9 (Design of Connecting Elements) and Part 10 (Design of Simple Shear Connections) provide the framework used by most practicing engineers in North America.
The workflow differs depending on whether the connection is a simple shear connection (transferring only vertical reaction), a moment connection (transferring shear plus moment), or a bracing connection (transferring axial force). Each type has a different set of governing limit states, but the overall approach follows the same logical sequence.
Step-by-step workflow for a bolted shear connection
Step 1: Determine design forces
Identify the factored beam end reaction R_u from the structural analysis. Include gravity, wind, and seismic load combinations. For connections that also serve as collectors or drag struts, include the axial force from the lateral analysis.
Step 2: Select connection type
Choose from shear tab, double angle, single angle, or seated connection based on reaction magnitude, beam depth, column orientation, and erection requirements. Use the AISC Manual selection tables as a starting point.
Step 3: Size bolts for shear
Determine the number of bolts required: n >= R_u / (phi x r_n), where phi x r_n is the single-bolt design shear strength. For 3/4 in. A325-N in single shear: phi x r_n = 0.75 x 54 x 0.4418 = 17.9 kip.
Step 4: Check bolt bearing and tearout
For each bolt, check bearing on both the connected plate and the beam web. The bearing strength is: phi x R_n = 0.75 x 1.2 x L_c x t x F_u (per bolt), capped at 0.75 x 1.5 x d x t x F_u. L_c is the clear distance to the next hole or to the edge.
Step 5: Check block shear rupture
Block shear (AISC J4.3) checks the combined failure of a tension rupture plane and a shear yielding/rupture plane: R_n = 0.6 x F_u x A_nv + U_bs x F_u x A_nt, capped at 0.6 x F_y x A_gv + U_bs x F_u x A_nt. This check applies to the beam web, the connection plate, and the gusset plate if applicable.
Step 6: Check plate yielding and rupture
- Gross section yielding: phi x R_n = 1.00 x F_y x A_g (for shear: 0.60 x F_y x A_g)
- Net section rupture: phi x R_n = 0.75 x F_u x A_n (for shear: 0.60 x F_u x A_n)
- Plate flexure (if eccentric): check plate bending at the bolt line
Step 7: Size weld (if welded to support)
For a shear tab welded to a column flange: weld length = plate length, fillet weld size per AISC Table J2.4 minimum. Weld strength: phi x R_n = 0.75 x 0.60 x F_EXX x t_e x L, where t_e = 0.707 x weld leg size.
Step 8: Check supporting member
Verify the column web or flange can resist the concentrated beam reaction — check web yielding (J10.2), web crippling (J10.3), and web sidesway buckling (J10.4).
Limit state checklist
| Limit State | AISC Section | Applies To | phi |
|---|---|---|---|
| Bolt shear | J3.6 | Bolt group | 0.75 |
| Bolt bearing/tearout | J3.10 | Plate, beam web | 0.75 |
| Block shear rupture | J4.3 | Beam web, plate, gusset | 0.75 |
| Gross section yielding | J4.1 | Connecting plate | 1.00 |
| Net section rupture | J4.1 | Connecting plate | 0.75 |
| Weld shear | J2.4 | Fillet or CJP weld | 0.75 |
| Web local yielding | J10.2 | Column or beam web | 1.00 |
| Web crippling | J10.3 | Column or beam web | 0.75 |
| Flexural yielding | F11/J4 | Connecting plate | 0.90 |
| Buckling of gusset | J4 + E3 | Gusset in compression | 0.90 |
Worked example — shear tab limit state summary
Given: W21x44 beam, R_u = 60 kip, 3/8 in. x 9 in. shear tab plate (A36, F_y = 36 ksi, F_u = 58 ksi), three 3/4 in. A325-N bolts at 3 in. spacing, 1.5 in. edge distance, 5/16 in. fillet weld to W14 column.
- Bolt shear: 3 bolts x 17.9 kip = 53.7 kip. 53.7 < 60 — need 4 bolts.** Revise to 4 bolts at 3 in. spacing (plate becomes 12 in. long). 4 x 17.9 = **71.6 kip > 60. OK.
- Bearing on plate (t = 3/8 in.): L_c at edge bolt = 1.5 - 13/32 = 1.094 in. R_n = 0.75 x 1.2 x 1.094 x 0.375 x 58 = 21.4 kip. Interior bolts: L_c = 3.0 - 13/16 = 2.188 in. R_n = 0.75 x min(1.2 x 2.188 x 0.375 x 58, 1.5 x 0.75 x 0.375 x 58) = 0.75 x min(57.1, 24.5) = 18.4 kip. Total = 21.4 + 3 x 18.4 = 76.6 kip > 60. OK.
- Block shear on plate: A_gv = 2 x (10.5 x 0.375) = 7.875 in^2. A_nv = 7.875 - 2 x 3.5 x (13/16+1/16) x 0.375 = 5.578 in^2. A_nt = (1.5 x 0.375) - 0.5 x (13/16+1/16) x 0.375 = 0.398 in^2. R_n = 0.75 x (0.6 x 58 x 5.578 + 1.0 x 58 x 0.398) = 0.75 x (194.1 + 23.1) = 162.9 kip > 60. OK.
- Weld: 5/16 in. fillet, two lines x 12 in. = 24 in. total. phi x R_n = 0.75 x 0.6 x 70 x 0.707 x 5/16 x 24 = 0.75 x 0.6 x 70 x 0.221 x 24 = 167 kip > 60. OK.
Common mistakes to avoid
- Skipping the bearing/tearout check — many engineers check bolt shear but forget to verify bearing on the connected plates. For thin plates or short edge distances, bearing/tearout often governs and can reduce the bolt group capacity by 30-50%.
- Not checking block shear on the beam web — block shear at coped beams is frequently the controlling limit state. The failure plane runs along the bolt line vertically and horizontally along the cope cut. Omitting this check can lead to a brittle tearing failure.
- Using the wrong F_u for bearing — bearing strength depends on F_u of the connected material, not the bolt. If the plate is A36 (F_u = 58 ksi) but the beam web is A992 (F_u = 65 ksi), use the lower value at each interface.
- Ignoring eccentricity on single-plate connections — standard shear tabs have an eccentricity between the bolt line and the weld line. For conventional configurations (AISC Manual Table 10-10 limits), this eccentricity can be neglected. Outside those limits, the eccentricity must be included.
- Not verifying column web capacity — the column web at beam connections must resist the concentrated beam reaction. For deep beams with heavy reactions framing into light column webs, stiffeners or doubler plates may be required.
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Related references
- Steel Connection Design
- Bolt Capacity Table
- How to Verify Calculations
- Connection Limit State Checks
- Steel Connection Types
- Eccentric Connections
- steel connection capacity calculator
- weld capacity for connection design
- Bolted Connections
- Welded Connections
- Fastener Reference
Disclaimer
This page is for educational and reference use only. It does not constitute professional engineering advice. All design values must be verified against the applicable standard and project specification before use. The site operator disclaims liability for any loss arising from the use of this information.