Anchor Bolt Provisions in the Masonry Code

Words: Richard M. Bennett and Luke Scoggins
Photos: Portland Bolt Co., Southeast Concrete Masonry Association

Introduction

The phrase “the devil is in the detail” is applicable to anchor bolt design in masonry structures. The anchorage of masonry members is important both for load transfer into the member and for stability and support of the member. There are typically two types of anchors used in masonry. Cast-in-place anchors, or anchor bolts, are generally designed using TMS 402 “Building Code Requirements for Masonry Structures.” Post-installed anchors are generally designed based on manufacturers’ data, with the design capacities of the anchors determined through International Code Council (ICC) Evaluation Service reports. This article focuses on anchor bolt design and particularly, several recent revisions in the 2016 version of TMS 402 that will help with the design of anchor bolts.

Brief History of Anchor Bolt Design in TMS 402

Prior to the 2008 TMS 402 code, there was a vast difference between strength design and allowable stress design in how the strength of an anchor bolt was determined. The provisions were harmonized in 2008 so that allowable stress design and strength design give reasonably the same design. There are now three failure modes considered for tension: steel yielding, masonry breakout and anchor bolt pullout (bent-bar anchors only). Often the anchor bolt pullout equation will control for bent-bar anchors; thus, headed anchors are often preferred for large-tension loads. There are four failure modes considered for shear: steel yielding, masonry breakout, masonry crushing and anchor bolt pryout. Masonry breakout will only control if the anchor is near an edge. Anchor bolt pryout will only control for very small embedment lengths. Masonry crushing is usually the failure mode that controls the design capacity.

The masonry code has always had the requirement that there be at least 1/4-inch clearance between the anchor bolt and masonry unit for fine grout, and 1/2-inch clearance between the anchor bolt and masonry unit for coarse grout. In the 2011 code edition, this provision was clarified for anchor bolts placed in drilled holes in the face shells of hollow masonry units. The anchor bolt is permitted to contact the masonry unit where the bolt passes through the face shell, but the portion of the bolt within the grouted cell still has to maintain the minimum space between the bolt and the unit.

Anchor Bolts Provisions in TMS 402-16

There were two major changes to anchor bolt provisions in the 2016 version of TMS 402. One change was to increase the shear capacity due to masonry crushing by 67 percent. The second change modified the interaction equation for combined tension and shear loading from a linear interaction to an elliptical interaction, which also increased the calculated capacity of anchor bolts. Both of these changes are discussed in the following.

Designers have expressed concerns about the masonry crushing equation. The existing equation results in very closely spaced anchor bolts, to the point that designs seem unreasonably conservative. When the masonry crushing equation was added to the TMS 402 code in 2008, there was no comparison to test data. The nominal masonry crushing strength was, where is the specified masonry compressive strength and is the bolt area.

Test data from 345 anchor bolt tests were recently examined. Shear crushing controlled in 188 of the tests. Shear crushing was not necessarily the actual failure mode, but the equation that controlled the design capacity. It was determined that the average ratio of the experimental strength to the nominal strength was 2.33. In other words, anchor bolts were failing at over twice the predicted nominal strength.

Several modifications to the current crushing strength were examined, and the equation recommended by FEMA 368 (2000 NEHRP Recommended Provisions for Seismic Regulations for New Buildings and Other Structures) was chosen. This equation is. A similar increase was made for allowable stress design. Reexamining the 345 tests showed that shear crushing controlled in 131 of the tests, and the average ratio of the experimental strength to the nominal strength was 1.49, or the anchor bolts were failing at approximately 1.5 times the predicted nominal strength.

The second change in anchor bolt provisions in TMS 402-16 was related to anchor bolts under combined tension and shear loading. The interaction equation for combined axial tension and shear in anchor bolts in masonry has historically been a linear interaction equation in the TMS 402 code. This is quite conservative. The TMS 402-16 code changed this to an elliptical interaction equation with an exponent of 5/3, as shown below. A similar change was also made to the allowable stress design interaction equation:

where is the strength level axial load on an anchor bolt,  is the strength level shear load on an anchor bolt,  is the thenominal axial strength of an anchor bolt, and is the nominal shear strength of an anchor bolt.

The basis for this change was again the examination of test data of anchor bolts under combined tension and shear loading. The change is significant. For example, for a value of  = 0.5, a linear interaction would limit to 0.5. With the new elliptical interaction,  could be as high as 0.8 for  = 0.5.

Changes to ASCE 7

In addition to the changes to the anchor bolt requirements in TMS 402, there was a change in anchor provisions in ASCE 7, Minimum Design Loads and Associated Criteria for Buildings and Other Structures. In ASCE 7-10, the seismic requirements in Chapter 13 (nonstructural components), Chapter 14 (material specific requirements) and Chapter 15 (nonbuilding structures) required that the anchor loads be increased by a factor of 2.5 if the failure was controlled by other than tensile or shear yielding. This factor was reduced from 2.5 to 2.0 in Chapter 14 of ASCE 7-16. The increase in Chapter 13 and 15 is based on an overstrength factor that ranges from 1.5 to 2.5, but is 2.0 for almost all cases.

Conclusions

The two major changes in the anchor bolt provisions of TMS 402-16, increasing the shear crushing strength and changing from a linear to an elliptical interaction equation, will have a significant effect on anchor bolt design. The changes will result in more efficient designs and reduce the excessive conservatism that was in previous codes. Based on several trial designs, these two changes, combined with the change in the ASCE 7-16 seismic provisions, result in an approximate doubling of the calculated capacity of anchor bolts.

About the Authors

Richard Bennett, Ph.D, P.E. (TN) is a professor of civil and environmental engineering at the University of Tennessee. He is a Fellow of The Masonry Society. Dr. Bennett has been very active on the TMS 402/602 Code Committee. He has chaired the Flexural, Axial Loads, and Shear subcommittee and served as the vice-chair of the 2013 MSJC Committee. Dr. Bennett was the chair of the main committee that is developed the 2016 code, and is currently 2nd vice-chair of the TMS 402/602 Code Committee. He is also a member of ASTM C12 on mortars and grouts and ASTM C15 on manufactured masonry units.

Luke A. Scoggins, S.E. (CA, WA), P.E. (AZ, OR) is a consulting engineer at Jacobs with more than 10 years of experience providing structural design services for a variety of projects, mostly in areas of civil infrastructure and industrial design. He specializes in the design of new and retrofit liquid-holding (hydraulic) concrete structures and building structures of various materials for water and wastewater treatment facilities in high seismic regions. He currently participates on the TMS 402/602 Code Committee as a subcommittee corresponding member.