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2017 SEAOC CONVENTION PROCEEDINGS

Design of Chevron Gusset Plates

Rafael Sabelli, Director of Seismic Design


Walter P Moore
San Francisco, California
Leigh Arber, Senior Engineer
American Institute of Steel Construction
Chicago, Illinois

Abstract

The “Chevron Effect” is a term used to describe local beam


forces in the gusset region of a chevron (also termed inverted-
V) braced frame. These local forces are typically missed by
beam analysis methods that neglect connection dimensions.
Recent publications have shown how to correctly analyze for
these forces (Fortney & Thornton, AISC Engineering Journal,
Vol. 52, 2015). This study adds design solutions for addressing
high shears in the connection region, including reinforcement,
proportioning, and innovative detailing.

Introduction
Fig. 2. Typical chevron gusset design.
Chevron (also termed inverted-V) braced frames are
commonly used in steel structures. In these frames two braces Recent work by Fortney and Thornton (Fortney and Thornton,
connect to the beam midpoint. Typically the braces are below 2015) highlights the importance of careful connection analysis
the beam, forming an inverted “V,” although they may be in order to determine the local stresses induced by the gusset
above, forming a “V,” or both above and below, forming a connection in a chevron braced frame. In particular, Fortney
two-story “X” with the beam at the center. Figure 1 shows and Thornton derive expression for the local moments and
these configurations. shears that result from distribution of brace forces over the
gusset-plate length. These forces can result in the need to
supplement the beam web with a doubler plate. An example of
such a condition is shown in the AISC Seismic Design Manual
(AISC, 2012).

This study applies the same concepts investigated by Fortney


and Thornton, but with the aim of providing engineers with
design equations to enable the selection of beams that do not
require reinforcement.
Fig. 1. Chevron braced frame configurations. Consistent with ductile design of braced frames, it is assumed
that braces apply loads to the beams and do not provide
These frames are typically designed using centerline models, support. These forces are typically equal to the capacity of the
and the beam forces and brace forces are in equilibrium at the braces in the design of ductile systems, but the design
center connection. In typical design, a substantial gusset plate equations derived here are equally applicable to chevron
is provided at the center, and force transfer between braces and frames designed for wind or other cases that do not involve
beams is accomplished over the length of the gusset plate. capacity design.
Figure 2 shows such a gusset plate.

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2017 SEAOC CONVENTION PROCEEDINGS

Symbols, Nomenclature, and Conventions

This study employs the following symbols and terms:

Hbel = Horizontal component of brace forces (braces below).


Lg = Gusset length.
Lbeam = Beam length.
Mbel = Moment at beam-to-gusset-interface due to brace
forces (braces below).
N = Concentrated force at beam flange.
P1 = Left-hand (lower) brace. Tension is positive.
P2 = Right-hand (lower) brace. Compression is positive.
P3 = Left-hand (upper) brace. Compression is positive.
P4 = Right-hand (upper) brace. Tension is positive.
Ru = Required strength. Fig 3. Chevron gusset geometry.
Vb = Maximum beam shear (within connection region) due
to brace forces. Beam Forces
Vba = Beam shear (outside connection region) due to brace
forces. For clarity, brace forces are separated into vertical and
Vbel = Vertical component of brace forces (braces below). horizontal components. Assuming two braces below with
Vef = Effective beam shear strength. forces P1 and P2, the horizontal component is:
Vn = Nominal beam shear strength.
Vz = Beam shear from moment transfer (for concentrated- H bel = ( P1 + P2 ) cos θ
stress approach).
a = Length of beam from support to gusset edge (equal The vertical component is:
to half the difference between the beam length and Vbel = ( P1 − P2 ) sin θ
the gusset length).
d = Beam depth.
These forces on the beam-to-gusset interface are statically
dg = Gusset depth.
determined. In addition to these vertical and horizontal forces,
eb = Eccentricity from beam flange to beam centerline,
there is a moment (required for static equilibrium):
equal to half the beam depth.
ez = Length of moment arm (for concentrated-stress
approach). M bel = Hbel eb
k = Distance from outer face of flange to web toe of
fillet. Figure 4 shows free-body diagrams of the gusset plate.
tg = Gusset thickness.
tw = Beam web thickness.
x = Distance from gusset edge toward beam midpoint.
z = Length of concentrated stress region at ends of
gusset (for concentrated-stress approach).
φ = Resistance factor
θ = Brace angle from horizontal.
τ = Horizontal shear stress.

Fig. 4. Free body diagram of gusset plate


Figure 3 shows dimensions noted on beam and gusset-plate
diagrams. Uniform stress approach

Typically, the stresses at the beam-to-gusset interface are


assumed to be distributed uniformly using the full length for
the vertical and horizontal forces and a plastic-section-
modulus approach for the moment (Fortney and Thornton,

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2017 SEAOC CONVENTION PROCEEDINGS

2015). Following this approach, the shear within the 2 M bel


connection region is described by the following equation: Lg ≥
φVn

( P1 − P2 ) sin θ − ( P1 − P2 ) sin θ x + 4 ( P1 + P2 )( cos θ ) eb x ( P1 + P2 )( cos θ ) d


V ( x) = ≥
2 Lg Lg 2 φVn
Lg
for 0 ≤ x ≤ The longer the gusset plate, the greater the portion of shear that
2 remains in the gusset and the less that is transferred to the
beam. In this sense, the gusset plate can be used as external
The maximum shear in the connection region occurs at the
shear reinforcement for the beam, although the degree of
beam midpoint and is equal to:
reinforcement is limited by the connection geometry.
2 M bel
Vb =
Lg
Note that selection of a shallower beam reduces the required
=
( P1 + P2 )( cos θ ) d gusset length. For beams with small moments due to vertical
Lg unbalanced forces it is often more economical to select a
shallow beam rather than a deeper beam that would either have
This shear is not equal to the vertical component of either of to be reinforced for shear or be heavier to preclude the need
the brace forces (P1sinθ or P2sinθ); it may be greater or smaller for reinforcement.
than those values, depending on the geometry of the
connection. The difference between the two is the shear The shear outside the connection region is due to the
carried by the gusset, Vg, presented later. unbalanced vertical components of the brace forces. The
moment Mbel due to the brace horizontal components produces
Note that this beam shear, Vb, is due only to the horizontal no shear outside of the connection region.
components. The unbalanced vertical component does cause
shear in the beam, but this shear becomes zero at the beam Vba = 1 Vbel
midpoint. Figure 5 shows a shear diagram for brace-induced
2
shears in a typical pin-end beam. Fixed-end beams may have
a sway-induced shear at midspan. Also, in certain loading Beam moments are described by the following equation:
conditions gravity loading may cause a non-zero shear at the
midpoint. ( P1 + P2 ) cos θ  2 x2 
M ( x) = eb  x − +
Lg  Lg 
( P1 − P2 ) sin θ ( P − P ) sin θ 2
( x + a) − 1 2 x
2 2 Lg

A simplified equation can be used to provide a liberal estimate


of the maximum brace-induced moment:

Vbel Lbeam M bel


Mb ≤ +
4 8

This equation combines two maxima that do not occur in the


same location, and neglects an offsetting term.
Fig. 5. Brace-induced shears in pin-end beam (uniform stress
approach). The second component of this moment (which is a local effect
of the connection geometry) is typically small, but may be the
The beam shear is the result of both the eccentricity (the beam governing moment in cases with no unbalanced vertical force
depth) and the gusset length. These can be adjusted (within from the braces. Gravity moments are typically at a maximum
reason) to provide a beam that does not require web at the beam midspan and should be combined with these.
strengthening. Following this approach, the minimum gusset
length is:

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2017 SEAOC CONVENTION PROCEEDINGS

Concentrated stress approach The shear from the moment transfer is thus:
M
As noted above, the beam forces are a result of the assumed Vz = bel
ez
stress distribution on the gusset-to-beam interface. The beam
shear may be reduced by increasing the moment arm over
Note that in this case the maximum shear does not occur at the
which the moment is divided. Instead of increasing the gusset
beam midpoint. It is a combination of the shear due to the
length, however, the concentrated stress approach maximizes
unbalanced force and the shear due to delivery of the moment.
the moment arm within a given gusset length. In this approach,
The maximum shear is given by the following equation:
the moment (due to the braces’ horizontal components) is
assumed to be transferred at the ends of the gusset over lengths
z. The unbalanced force (due to the braces’ vertical Vb = 1
2 Vbel + Vz
components) is transferred in the remaining center portion of
the gusset, between the end regions. Figure shows such a This shear may be set less than or equal to the design shear
stress distribution. strength of the beam in order to preclude the need for shear
reinforcement. For a given gusset length the maximum
moment transfer can be achieved by the highest concentration
of stress at the ends. At a maximum, stiffeners at the gusset
edges and within the throat of the beam may be used to create
a moment arm equal to the gusset length Lg. Short of that, the
concentrated stress may be limited by the web tensile strength
or the gusset strength. (Typically it is the former.)

Assuming the gusset length is optimized, the concentrated


stress will be maximized such that the full beam shear strength
is utilized. Considering that some of the beam shear strength
is utilized in resisting the unbalanced force, the remaining
beam shear strength that can be utilized for the moment
transfer is:
Vef = φVn − 1 2 Vbel
Fig. 6. Stress distribution for concentrated stress approach.

Figure 7 shows a shear diagram corresponding to this stress Considering these limits the minimum length over which this
distribution. force can be transferred by the gusset is:
Vef
z≥
φFy t g
The minimum length over which this force can be transferred
by the beam in web local yielding (AISC Specification Section
J10.2) is:
Vef
z≥ − 5k
φFy tw

For simplicity, the latter term may be neglected. Hereafter it is


assumed that the beam web is the limiting factor. This method
sets the beam required shear strength equal to its design
strength:

Vb = Vef + 1 2 Vbel
Fig. 7. Brace-induced shears in pin-end beam with non-
= φVn
uniform stress distribution at connection.

The moment arm ez is: The corresponding moment arm is:


ez = Lg − z M
ez ≥ bel
Vef

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2017 SEAOC CONVENTION PROCEEDINGS

This horizontal stress distribution results in zero moment due


The corresponding minimum gusset length is: to connection forces. This stress should be considered in gusset
analysis and in the weld sizing. For the uniform-stress
Lg ≥ ez + z approach (with non-uniform horizontal shear) the maximum
shear stress is:
M bel Vef
= + ( P1 + P2 )( cos θ) d
Vef φFy tw τmax =
Lg t g
( P1 + P2 )( cos θ ) d 2 φVn − 1 2 Vbel This maximum stress occurs at the beam midpoint.
≥ +
φVn − 1 2 Vbel φFy tw
For the concentrated-stress approach the maximum horizontal
shear stress (corresponding to the shear-stress distribution that
For gusset lengths greater than this value, the length z is:
results in zero moment) is:
Lg 2 M bel
τmax = 2φVn
Lg
z= − − dt g
2 4 φFy tw
This stress is quite high and thus negating the moment is not
For the case with stiffeners used to transfer the vertical force generally a suitable approach if the concentrated-stress
Vef, the second term becomes zero. Shorter gussets may be approach is used to limit beam shear. In such cases the
used, but only if Vef is increased (e.g, the beam is reinforced). horizontal stress may be assumed to be transferred over the
Once again, note that using a shallower beam can be effective length ez. The shear stress would thus be:
in reducing the required gusset length. ( P1 + P2 ) cos θ
τ=
ez t g
Local beam limit states such as web crippling should be In this case brace-induced moment in the beam would be:
evaluated. The concentrated force to be considered is: Vef z Vbel Lbeam
Ru = φVn − 1 2 Vbel Mb = +
2 4
or The first term is the connection-induced moment and is at a
M bel maximum at a point along the gusset a distance z from its edge.
Ru =
Lg − z The beam should be evaluated considering this moment in
The bearing length may be taken equal to z. combination with the axial force. Note that the accumulation
of axial force in the beam is a consequence of this horizontal
Beam Moment stress and is thus at a maximum at the location of maximum
moment.
The approach to beam moment described earlier assumes that
the vertical stresses are as shown in Figure 6, and that the Weld sizing
horizontal stresses are uniform and equal to:
( P1 + P2 ) cos θ Under either the uniform-stress approach or the concentrated-
τ= stress approach the weld adequacy should be evaluated using
Lg t g AISC 360 methods, such as the instantaneous center of
Fortney and Thornton (2015) describe conditions in which the rotation, which represents both weld strength and the limits on
beam moment determined using these assumptions (if not weld ductility (assuming the weld connects rigid elements).
considered in design) may necessitate reinforcement. In this Forces across the gusset-to-beam interface are Hbel, Vbel, and
study the authors propose an alternative approach to beam Mbel.
moment employing the lower-bound theorem to allow an
alternative (non-uniform) shear stress distribution and thereby However, for designs employing the concentrated-stress
demonstrate the adequacy of the beam. In this approach is the approach stresses may redistribute along the weld due to beam
horizontal shear stress at each point x along the gusset length inelasticity. Conformance with the design methods described
is determined such that its effect on moment (due to above indicates adequacy of the system under those
eccentricity from the beam centerline) negates the incremental conditions. For the concentrated-stress approach the weld in
moment due to vertical shear: the zones z should be evaluated for the vertical force Vef.
eb τ( x)dx = V ( x)dx Welds in the center region (Lg– 2z), the vertical force is Vbel and
the horizontal force is Hbel.
τ( x ) = V ( x )
eb

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2017 SEAOC CONVENTION PROCEEDINGS

Combinations of forces element analysis. His work will study the distribution of shear
between the beam and the gusset, the impact of gusset yielding
The beam forces derived are for braces below with opposite on the connection region, and the behavior of existing frames
forces (one brace in tension and the other in compression). which were designed without consideration of the chevron
These forces may be combined with gravity-induced forces in effect. The research project will conclude in 2018.
the beam, and with shear due to flexural restraint for fixed-end
beams. While the diagrams show the left brace in tension and References
the right brace in compression, forces corresponding to the
opposite case are easily determined by using negative values AISC (2016). Specification for Structural Steel Buildings,
for the brace forces. ANSI/AISC 360-16, American Institute of Steel
Construction, Chicago, IL, July 7.
For the two-story-X configuration brace induced shears and
moments will be additive for the typical case in which the AISC (2012), Seismic Design Manual, 2nd ed., American
story shears are in the same direction. Gusset plates may be of Institute of Steel Construction, Chicago, IL.
different lengths above and below, but for simplicity they may
be set to be equal. The modified equation for minimum gusset- Fortney, Patrick J. and William A. Thornton. (2015), “The
plate length to preclude the need for reinforcement is: Chevron Effect – Not an Isolated Problem.” AISC
Engineering Journal, 2015, Qtr 2.
( P1 + P2 + P3 + P4 )( cos θ ) d 2 φVn − 1 2 Vbel
Lg ≥ +
φVn − 1
2 Vbel φFy t

The vertical unbalance force includes the effects of all braces.

Gusset forces

Statics require that certain forces be transferred across the


midpoint of the gusset. These forces are:

Hg = 1
2 ( P1 − P2 ) cos θ
Mg = 1
2 dg H g

For the uniform-stress method:

Vg = 1
2 ( P1 + P2 ) sin θ − Vb

For the concentrated-stress method:

Vg = 1
2 ( P1 + P2 ) sin θ − Vef
Conclusions

This study provides design equations that can be used in the


selection of beams in chevron braced frames that will have
sufficient shear strength without the need for web
reinforcement. The design method allows engineers to use the
gusset plate as external reinforcement for the beam web. These
equations can be used to assess the effects of beam depth and
gusset length on the beam shear demand in order to optimize
beam selection.

Dr. Paul Richards of Brigham Young University is currently


investigating the chevron effect through inelastic finite

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