Steel Connection Design Guide — Bolted and Welded Connections
Steel connections transfer forces between members. Inadequate connection design is a leading cause of structural failures — connections must be designed for every limit state, not just shear. This guide covers the major connection types, governing limit states, design equations, and practical detailing rules for bolted and welded structural steel connections per AISC 360-22.
Connection Types Overview
| Connection Type | Primary Force Transfer | Typical Use |
|---|---|---|
| Shear tab (single plate) | Shear only | Beam-to-column simple connection |
| Double angle (framing angles) | Shear only | Beam web to column/girder |
| Seated connection | Shear via bearing | Beam end bearing on seat angle |
| Flange plate (moment) | Moment + shear | Rigid moment frame connections |
| End plate (moment) | Moment + shear | Extended/flush end plate connections |
| Gusset plate (brace) | Axial + shear | Braced frame diagonal braces |
| Base plate | Axial + moment + shear | Column to concrete foundation |
| Splice (bolted/welded) | Full member forces | Column/beam continuity |
| HSS truss connections | Axial (K/Y/T/X types) | HSS truss chord-to-branch |
Bolt Limit States (AISC 360-22 Chapter J)
For every bolted connection, check all applicable limit states:
Bolt Shear (Section J3.6)
φRn = φ × Fnv × Ab × n
Where:
φ = 0.75
Fnv = nominal shear stress = 54 ksi (A325, threads in shear plane)
= 48 ksi (A325, threads excluded)
= 68 ksi (A490, threads in shear plane)
= 60 ksi (A490, threads excluded)
Ab = gross bolt area = π/4 × d²
n = number of shear planes (1 for single shear, 2 for double shear)
Bolt Tension (Section J3.6)
φRn = φ × Fnt × Ab
φ = 0.75
Fnt = 90 ksi (A325 / F1852)
= 113 ksi (A490 / F2280)
Combined Shear and Tension (Section J3.7)
F'nt = 1.3 × Fnt − (Fnt / (φFnv)) × frv ≤ Fnt
Where frv = required shear stress on bolt
Bearing on Connected Material (Section J3.10)
For standard holes, deformation not a design consideration:
φRn = φ × 2.4 × Fu × d × t
For standard holes, deformation is a consideration:
φRn = φ × 1.2 × lc × Fu × t ≤ φ × 2.4 × Fu × d × t
φ = 0.75
Fu = tensile strength of connected material
d = nominal bolt diameter
t = thickness of connected material
lc = clear distance in direction of force
Weld Limit States (Section J2)
Fillet Weld Shear (Section J2.4)
φRn = φ × 0.6 × FEXX × te × (1 + 0.5 sin^1.5(θ))
φ = 0.75
FEXX = electrode tensile strength (70 ksi for E70)
te = 0.707 × weld leg size
θ = angle of load to weld axis (0° longitudinal, 90° transverse)
Base Metal Limit State — Shear Yielding (Section J4.2)
φRn = φ × 0.6 × Fy × Agv
φ = 1.00
Agv = gross area subject to shear
Base Metal Limit State — Shear Rupture (Section J4.2)
φRn = φ × 0.6 × Fu × Anv
φ = 0.75
Anv = net area subject to shear
Plate and Element Limit States (Chapter J)
Every connection plate must be checked for:
| Limit State | Section | φ | Equation |
|---|---|---|---|
| Gross section yielding (tension) | J4.1 | 0.90 | φFy×Ag |
| Net section fracture (tension) | J4.1 | 0.75 | φFu×Ae |
| Block shear rupture | J4.3 | 0.75 | φ(0.6Fu×Anv + Ubs×Fu×Ant) ≤ φ(0.6Fy×Agv + Ubs×Fu×Ant) |
| Shear yielding | J4.2 | 1.00 | φ×0.6Fy×Agv |
| Shear rupture | J4.2 | 0.75 | φ×0.6Fu×Anv |
| Flexural yielding of plate | F6/J4 | 0.90 | φFy×Z |
Block shear rupture commonly governs in thin plates with bolt patterns near edges. The failure mode involves simultaneous tension fracture on a cross section and shear fracture or yielding on the perpendicular section.
Shear Tab (Single Plate) Connection
The shear tab is the most common simple beam connection in steel construction. Designed for shear only; the beam is assumed to rotate freely at the connection.
Design checks for a typical shear tab:
- Bolt shear capacity — φRn = φFnv×Ab×n (bolt shear governs for fewer, larger bolts)
- Bolt bearing on tab — φRn = 1.2lc×Fu×t ≤ 2.4Fu×d×t
- Bolt bearing on beam web — same formula, use tw
- Shear yielding of tab — φ×0.6Fy×(depth of tab)×t
- Shear rupture of tab — φ×0.6Fu×Anv
- Block shear in tab — combined tension/shear path
- Weld to column — fillet weld each side of tab (E70 min)
- Tab flexure — bending check for eccentric shear
Typical proportions:
- Tab thickness: 3/8 in to 1/2 in (A36 or A572 Gr50)
- Minimum edge distance: 1.25d for standard holes
- Bolt pitch: 3d (minimum), 2.67d for tightened end rows
Moment Connection Design (Extended End Plate)
Extended end plates (4-bolt and 8-bolt unstiffened/stiffened) are the most common rigid connection in mid-rise buildings.
Design components:
| Component | Governing Limit State | Check |
|---|---|---|
| Tension bolts (top) | Bolt tension + prying | φFnt×Ab + prying action |
| Compression bolts (bottom) | Bolt shear + bearing | φFnv×Ab |
| End plate thickness | Flexure of plate | Yield line theory or AISC DG4 |
| Column flange | Flexure — local bending | AISC Design Guide 4 |
| Column stiffeners | Web crippling/yielding | AISC Table J10 |
| Welds (beam flange) | CJP groove weld | Full flange force |
| Welds (beam web) | Fillet weld | Shear component only |
AISC Design Guide 4 provides complete procedures for 4ES, 4ES-S, 8ES, and 8ES-S configurations.
Minimum Edge Distance and Spacing (Section J3.4, J3.3)
Minimum edge distance from center of bolt hole to edge of connected part:
| Bolt Diameter | Standard Hole Edge Distance (in) |
|---|---|
| 1/2 | 3/4 |
| 5/8 | 7/8 |
| 3/4 | 1 |
| 7/8 | 1-1/8 |
| 1 | 1-1/4 |
| 1-1/8 | 1-1/2 |
| 1-1/4 | 1-5/8 |
| ≥ 1-1/2 | 2 × d |
Minimum bolt spacing (Section J3.3): 2.67d (preferred 3d = 3 times nominal diameter).
Maximum spacing (Section J3.5): 12t or 6 in (whichever is less) for painted members; 14t or 7 in for unpainted weathering steel.
Frequently Asked Questions
What is block shear and when does it govern? Block shear is a failure mode where a block of material tears out of a connection, involving simultaneous tension fracture on one plane and shear on a perpendicular plane. It commonly governs for shallow plates, angles, or gussets with bolt patterns close to edges. Always check block shear — it is easy to miss and can be the controlling limit state.
Do I always need to check bearing? Yes, for every bolted connection. Bearing on the connected material (not just the bolt itself) must be checked. The thinner of the two connected parts governs. For short slots or deformation-sensitive connections, use the conservative 1.2lc×Fu×t formula.
Should connections be designed for a minimum force? AISC recommends designing connections for the greater of the required force or a minimum force. AISC 360 Section B3.6b: connections shall be designed for the actual force but not less than the minimum required force (varies by connection type). For gravity beam connections, a common rule is to design for 1/2 the beam shear capacity as a minimum.
When are column stiffeners required? Column stiffeners (continuity plates) are required when the concentrated flange force from a beam flange exceeds the local web yielding capacity (AISC Section J10.2) or web crippling capacity (J10.3), or when local flange bending capacity is insufficient (J10.1). In practice, stiffeners are often required at moment connections and should be checked routinely.
When does block shear govern over bolt shear in a connection? Block shear tends to govern when the connected plate or angle is thin, the bolt group is shallow relative to the edge distance, or the number of bolt rows is small. In a single-row bolt pattern near a free edge — such as a shear tab with two or three bolts — block shear can control because the net tension area Ant is small while the shear path is short. Bolt shear typically governs for large bolt groups in thick material. Designers should always check block shear per AISC 360-22 Section J4.3 and not assume bolt shear or bearing will always be the critical limit state; the difference can be significant for connections with long bolt rows and small edge distances.
What is the difference between a bearing-type and a slip-critical bolted connection? Bearing-type connections rely on the bolt shank bearing against the hole walls to transfer load; some slip is permitted before the connection engages bearing. Slip-critical connections are pretensioned so that clamping force between the connected plies develops friction sufficient to transfer the design load without any slip. Slip-critical connections are required where slip would be detrimental — at connections subject to load reversal, fatigue, or where oversized or slotted holes are used in the load direction. Per AISC 360-22 Section J3.8, slip-critical connections are designed using a slip resistance φRn = φ × µ × Du × hf × Pt × ns, where µ is the mean slip coefficient (Class A = 0.35, Class B = 0.50) and Pt is the minimum bolt pretension from Table J3.1.
How do you determine the number of bolts required for a shear connection? The required number of bolts n is found by dividing the factored shear demand Vu by the governing bolt design strength φRn per bolt. The governing strength is the minimum of: bolt shear capacity (φFnv × Ab), bolt bearing on the thinner connected element (φ × 2.4Fu × d × t for standard holes), and the corresponding plate limit states checked globally. For a typical W-shape beam framing to a column using 3/4-in A325 bolts in single shear through a 3/8-in shear tab, each bolt provides approximately φRn ≈ 0.75 × 54 × 0.442 ≈ 17.9 kips in shear; a beam carrying 60 kips of factored shear would require at minimum n = 60/17.9 ≈ 4 bolts, subject also to bearing, block shear, and tab flexure checks.
AISC 360-22 Connection Design Workflow
Structural steel connection design per AISC 360-22 follows a systematic workflow that ensures every limit state is checked and the governing condition is identified. The process begins with determining the factored loads from the structural analysis, proceeds through connection type selection, and ends with detailed checks of each component.
- Determine factored loads — Extract shear, axial, and moment demands at the connection from the LRFD load combinations (ASCE 7-22). For simple shear connections, only Vu is needed. For moment connections, include Mu, Pu, and second-order effects.
- Select connection type — Choose between simple (shear only), semi-rigid (partial moment transfer), or fully restrained (moment) connections based on the structural system and joint classification per AISC Specification Chapter B.
- Configure bolt group — Select bolt diameter, grade (A325 or A490), and layout. Use the instantaneous center of rotation method or elastic method for eccentrically loaded bolt groups per AISC 360-22 Chapter J.
- Check all applicable limit states — Evaluate each failure mode and identify the governing condition.
- Detail the connection — Size plates, angles, stiffeners, and welds. Verify fit-up and constructability.
Connection Limit States Checklist
Every steel connection must be checked against all applicable limit states. The table below provides a comprehensive checklist organized by connection component.
| Component | Limit State | AISC Reference | Quick Check |
|---|---|---|---|
| Bolt | Shear rupture | Table J3.2 | φFnv × Ab per bolt |
| Bolt | Tension rupture | Table J3.2 | φFnt × Ab per bolt |
| Bolt | Combined shear + tension | Eq. J3-3a | Interaction equation |
| Bolt | Bearing on connected material | Eq. J3-1, J3-2 | φ × 1.2 × Lc × t × Fu (tearout) |
| Bolt | Slip-critical resistance | Eq. J3-4 | φ × μ × D × Tb × nb |
| Plate | Shear yielding | Eq. J4-3 | φ × 0.6 × Fy × Agv |
| Plate | Shear rupture | Eq. J4-4 | φ × 0.6 × Fu × Anv |
| Plate | Tension yielding | Eq. J4-1 | φ × Fy × Ag |
| Plate | Tension rupture | Eq. J4-2 | φ × Fu × An |
| Plate | Block shear | Eq. J4-5 | Combined shear + tension |
| Weld | Fillet weld shear | Eq. J2-4 | φ × 0.6 × FEXX × (0.707 × w) × L |
| Weld | Base metal shear yield | Eq. J4-3 | φ × 0.6 × Fy × Agv |
| Supporting member | Web local yielding | Eq. J10-2 | φ × Fy × tw × (5k + N) |
| Supporting member | Web crippling | Eq. J10-3 | φ × 0.8 × tw² × ... |
| Supporting member | Web sidesway buckling | Eq. J10-5 | Beam web slenderness check |
Shear Connection Selection Guide
Selecting the right shear connection type depends on beam depth, load magnitude, fabrication preference, and required rotational ductility.
| Connection Type | Typical Capacity | Beam Depth Range | Key Advantage | Best Application |
|---|---|---|---|---|
| Single-plate (shear tab) | 10–150 kips | W8–W36 | Simple detailing, shop-welded | Most common building connections |
| Double-angle | 10–120 kips | W8–W24 | Field-bolted, forgiving fit-up | Simple framing, moderate loads |
| Single-angle | 5–50 kips | W6–W16 | Economy, minimal parts | Light beams, purlins |
| End-plate | 15–180 kips | W10–W36 | Stiffer, moment-capable | When some moment transfer desired |
| Tee (WT) stub | 10–100 kips | W8–W24 | Good rotational ductility | Seismic moment frames |
| Seated (unstiffened) | 5–40 kips | W6–W16 | No beam web preparation | Small beams, retrofit work |
| Seated (stiffened) | 20–100 kips | W10–W24 | Higher capacity than unstiffened | Medium beams with bottom flange seat |
Moment Connection Types Overview
Moment connections transfer bending moment between beam and column, providing lateral stiffness to the structural system. AISC 358 and 341 govern seismic moment connections.
| Type | Classification | Typical Detail | Stiffness | Typical Application |
|---|---|---|---|---|
| Fully welded flange | FR (fully restrained) | CJP welds top and bottom flange, bolted or welded web | Rigid | Heavy industrial, seismic OMF |
| Bolted end-plate | FR | End plate with high-strength bolts in tension | Rigid | Prequalified per AISC 358 |
| Bolted flange plate | FR | Top and bottom flange plates with bolt groups | Rigid | Field-bolted moment splices |
| Extended end-plate | FR | End plate extends beyond flanges for 4+ bolt rows | Rigid | High-moment demand, reduced section |
| Free flange (RBS) | FR | Reduced beam section cut from flange | Rigid | Seismic SMF per AISC 358 |
| Partially restrained | PR | Double angles or tee with known flexibility | Semi-rigid | Gravity frames with nominal stiffness |
| Kaiser bolted bracket | FR | Proprietary bracket bolted to column flange | Rigid | Retrofit, high-demand connections |
Connection Design Responsibility Matrix
In structural steel projects, connection design responsibility is shared between the Engineer of Record (EOR) and the steel fabricator's connection engineer. The AISC Code of Standard Practice (AISC 303-22) defines these responsibilities.
| Responsibility | Engineer of Record (EOR) | Connection Engineer / Fabricator |
|---|---|---|
| Connection type selection | Specifies and approves | Proposes alternatives for economy |
| Factored connection loads | Provides in design documents | Uses EOR-provided loads |
| Moment connection design | Typically designs directly | May design if prequalified |
| Shear connection design | May delegate with load tables | Typically designs per AISC |
| Connection detailing | Reviews and approves | Prepares shop drawings |
| Weld quality / inspection | Specifies in structural notes | Executes per AWS D1.1 |
| Bolt installation | Specifies type and pretension | Installs per RCSC specification |
| Erection stability | Provides bracing requirements | Provides erection bracing plan |
Run This Calculation
→ Base Plate Calculator — column base plate bearing, anchor bolt tension, and weld design per AISC 360 / ACI 318.
→ Bolted Connections Calculator — bolt shear, bearing, and block shear per AISC 360, AS 4100, EN 1993, CSA S16.
→ Welded Connections Calculator — fillet weld capacity and weld group analysis.
→ Beam Capacity Calculator — member capacity for connection demand check.
Related pages
- Bolt Hole Sizes Reference — AISC Table J3.3 hole dimensions
- Bolt Torque Chart — A325/A490 pretension and tightening
- Fillet Weld Size Chart — minimum/maximum weld sizes
- Weld Symbol Chart — reading welding symbols on drawings
- HSS Connection Design — K/T/Y/X connection types for HSS
- Reference tables directory
- How to verify calculator results
- steel beam allowable load tables
- structural steel weight per foot table
Design equations per AISC 360-22 LRFD. All connections must be designed, detailed, and inspected in accordance with the applicable code, project specifications, and AISC Code of Standard Practice. Consult a licensed structural engineer for final connection design.
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All real-world structural design depends on project-specific factors (loads, combinations, stability, detailing, fabrication, erection, tolerances, site conditions, and the governing standard and project specification). You are responsible for verifying inputs, validating results with an independent method, checking constructability and code compliance, and obtaining professional sign-off where required.
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